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量表开发中的探索性因子分析 (EFA)×验证性因子分析(CFA)×探索性因子分析(EFA)×
领域心理测量学心理测量学统计学
方法族Latent structureLatent structureLatent structure
起源年份1904 (foundational); contemporary scale-development practice from 1990s onward1969
提出者Primarily Spearman (1904); psychometric scale application formalised by Thurstone (1930s)Karl Gustav Jöreskog
类型Latent variable / dimension reductionHypothesis-testing latent variable modelLatent variable / dimension reduction
开创性文献Costello, A. B. & Osborne, J. W. (2005). Best practices in exploratory factor analysis: Four recommendations for getting the most from your analysis. Practical Assessment, Research & Evaluation, 10(7), 1–9. link ↗Jöreskog, K. G. (1969). A general approach to confirmatory maximum likelihood factor analysis. Psychometrika, 34(2), 183–202. DOI ↗Fabrigar, L. R., Wegener, D. T., MacCallum, R. C. & Strahan, E. J. (1999). Evaluating the use of exploratory factor analysis in psychological research. Psychological Methods, 4(3), 272–299. DOI ↗
别名Açımlayıcı Faktör Analizi — Ölçek Geliştirme (EFA), psychometric EFA, scale construction factor analysisCFA, confirmatory FA, measurement model, restricted factor analysiscommon factor analysis, açımlayıcı faktör analizi, factor analysis
相关544
摘要Exploratory Factor Analysis for Scale Development is the psychometric application of EFA in which an item pool is administered and the resulting response data are analysed to discover the latent factor structure underlying the items. Originating with Spearman's (1904) factor theory and formalised for applied scale construction by Costello and Osborne (2005) and Fabrigar and colleagues (1999), this variant imposes a stricter sample requirement (n ≥ 100, subject-to-item ratio ≥ 5) and a higher loading threshold (≥ 0.40) than general EFA, and it treats the recovered factor structure as a draft to be subsequently validated by confirmatory analysis.Confirmatory factor analysis tests a researcher-specified factor structure against observed data. Unlike exploratory approaches, the researcher decides in advance which indicators load on which latent factor, and the model is evaluated by how closely the implied covariance matrix reproduces the sample covariance matrix. CFA is central to scale validation, construct validity assessment, and measurement invariance testing.Exploratory factor analysis reduces a large set of observed variables into a smaller number of latent common factors. It is widely used in scale development and psychometrics to uncover the dimensional structure that underlies a set of correlated items, without specifying that structure in advance.
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ScholarGate方法对比: EFA for Scale Development · Confirmatory factor analysis · EFA. 于 2026-06-18 检索自 https://scholargate.app/zh/compare