方法对比

	序数尺度开发	序数探索性因子分析
领域	心理测量学	心理测量学
方法族	Latent structure	Latent structure
起源年份	1932 (Likert format); 1990s–2000s (ordinal-specific psychometric methods)	1978–1984
提出者	Rensis Likert (foundational ordinal response format); modern ordinal methodology codified by DeVellis and Finney & DiStefano	Bengt Muthén
类型	Scale construction methodology	Latent variable / dimension reduction
开创性文献	DeVellis, R. F. (2017). Scale Development: Theory and Applications (4th ed.). SAGE Publications. ISBN: 978-1506341569	Flora, D. B. & Curran, P. J. (2004). An empirical evaluation of alternative methods of estimation for confirmatory factor analysis with ordinal data. Psychological Methods, 9(4), 466–491.
别名	Likert scale development, ordinal measurement scale construction, ordinal item development, polytomous scale construction	ordinal factor analysis, polychoric EFA, categorical EFA, EFA for ordinal data
相关	5	5
摘要	Ordinal scale development is the systematic construction and validation of multi-item measurement instruments whose response options form an ordered but not necessarily equal-interval sequence — most commonly Likert-type formats (e.g., 1 = Strongly Disagree to 5 = Strongly Agree). It applies psychometric techniques that respect the ordinal nature of items rather than treating them as continuous.	Ordinal exploratory factor analysis discovers latent factors underlying a set of ordinal items — typically Likert scales — by computing polychoric correlations among the items and then applying a weighted least squares estimator. It avoids the distortions that arise when continuous EFA methods are naively applied to ordered categorical responses.