Scale Construction and Development

A 3-Day Remote Seminar Taught by
Deborah Bandalos, Ph.D.


Multiple-item scales designed to measure attitudes, opinions, personality, and other attributes are ubiquitous in today’s world, and are widely used in making hiring decisions, assessing student, customer, and employee satisfaction, conducting needs assessments and program evaluations, and in research projects. Those involved in such activities often have little knowledge of how to effectively develop and evaluate the scales they need. This knowledge is crucial because data obtained from these scales are only as good as the scales themselves. Scales that are not well developed often yield data that are not usable for the intended purpose.

This workshop is designed to give you the concepts and tools to develop attitude, personality, opinion, or other noncognitive scales for any of the purposes just described.

Starting May 20, we are offering this seminar as a 3-day synchronous*, remote workshop for the first time. Each day will consist of a 4-hour live lecture held via the free video-conferencing software Zoom. You are encouraged to join the lecture live, but will have the opportunity to view the recorded session later in the day if you are unable to attend at the scheduled time.

Each lecture session will conclude with a hands-on exercise reviewing the content covered, to be completed on your own. An additional lab session will be held Thursday and Friday afternoons, where you can review the exercise results with the instructor and ask any questions.

*We understand that scheduling is difficult during this unpredictable time. If you prefer, you may take all or part of the course asynchronously. The video recordings will be made available within 24 hours of each session and will be accessible for two weeks after the seminar, meaning that you will get all of the class content and discussions even if you cannot participate synchronously.


MORE DETAILS ABOUT THE COURSE CONTENT

Day 1 will cover current theory and best practices in scale construction. In particular, we will review current research on

  • the impact of vaguely worded or negatively worded items on scale reliability and validity
  • the optimal length of a survey
  • how many scale points to include
  • whether scale points should be labeled or unlabeled
  • whether to include a neutral option
  • how item order effects may impact responses.

Day 2 will cover the use of exploratory factor analysis (EFA) in the scale development and revision process. We will focus on basic EFA analysis and the interpretation of model parameters, with an emphasis on best practices in using EFA-based information to inform scale development. We will also discuss common issues in EFA, such as method factors, weak factors, and highly correlated factors. There will be several examples with real data sets, using SPSS and SAS for the analysis.

Day 3 will introduce confirmatory factor analysis (CFA) and its use in scale development and the revision process. We will discuss estimation of CFA models and interpretation of CFA model parameters. There will be an extended coverage of reasons for CFA model misfit, including issues with redundant and similarly worded items, cross-loading items, and method effects. We will also discuss the relation between model fit and the homogeneity of item intercorrelations. These methods will be illustrated with the Mplus program. Sample code will be provided for analyses that include

  • CFA models
  • bifactor models
  • calculation of coefficient omega
  • tests of item parallelism.

COMPUTING

SPSS and SAS will be used for scale construction examples. SPSS, SAS, and Mplus will be used for Exploratory Factor Analysis (EFA) examples. Mplus will be used for all confirmatory factor analysis (CFA) examples. Prior knowledge of these programs is not essential. During the seminar participants are welcome to use a computer with any of these packages installed, although this is not required. Syntax and output for all examples, with comprehensive explanatory annotation, will be provided in the materials.


WHO SHOULD Register?

This seminar is designed for researchers interested in developing attitude, personality, opinion, or other noncognitive scales for use in research studies, needs assessment, program evaluation, or other purposes. Participants should be familiar with the basic principles of measurement theory, such as reliability and validity. Participants should also be familiar with basic statistics such as correlations, descriptive statistics, and introductory inferential statistics. No prior knowledge of EFA or CFA is required, although a basic knowledge of these methods will be helpful.


SEMINAR OUTLINE

Day 1

Theoretical underpinnings of noncognitive scale development

  • Theories of response processes for noncognitive items
  • Developing noncognitive scales to optimize the response process

Practical aspects of noncognitive scale development

  • Use of Vague wording
  • Negatively keyed items
  • Number of scale points
  • Labeling vs not labeling response points
  • Inclusion of a neutral option
  • Item order effects

Day 2

Use of exploratory factor analysis (EFA) in scale development and revision

  • Basic EFA analyses and interpretation of model parameters
  • Use of EFA-based information in scale development and revision
  • Common problems in EFA
    • Redundant and similarly worded items
    • Cross-loading items
    • Method effects

Day 3

Use of confirmatory factor analysis (CFA) in scale development and revision

  • Basic CFA analyses and interpretation of model parameters
  • Use of CFA-based information in scale development and revision
  • Reasons for CFA model misfit
    • Relation of model fit and homogeneity of item correlations
    • Redundant and similarly worded items
    • Cross-loading items
    • Method effects
  • Additional analyses
    • Bifactor models
    • Coefficient omega
    • Tests of parallelism