課程資訊
課程名稱
因素分析
Factor Analysis 
開課學期
102-2 
授課對象
理學院  心理學研究所  
授課教師
翁儷禎 
課號
Psy7025 
課程識別碼
227 M1760 
班次
 
學分
全/半年
半年 
必/選修
選修 
上課時間
星期二5,6,7(12:20~15:10) 
上課地點
南館地下B 
備註
開放大學部修課。
總人數上限:25人 
Ceiba 課程網頁
http://ceiba.ntu.edu.tw/1022Psy7025_ 
課程簡介影片
 
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課程概述

課程名稱:因素分析 Factor Analysis
課號:227 M1760 學分:3
授課教師:翁儷禎

授課內容:因素分析旨在由理論與應用雙向探討因素分析的模式、假設、負荷量估計方法、轉軸、解釋等主題。

主要參考書
Gorsuch, R. L. (1983). Factor analysis. Hillsdale, NJ: Lawrence Erlbaum Associates.

Harman, H. H. (1976). Modern factor analysis (3rd ed. Rev.). Chicago: The University of Chicago Press.

Comrey, A. L., & Lee, H. B. (1992). A first course in factor analysis (2nd ed.). Hillsdale, NJ: Lawrence Erlbaum Associates.

評量方式

包括作業、課堂報告、學期報告、期末考
 

課程目標
Course Objectives
1. To understand the principles and theories of factor analysis, mainly exploratory FA
2. To apply factor analysis to simulated and real data
3. To be able to interpret results from factor analysis
 
課程要求
 
預期每週課後學習時數
 
Office Hours
 
參考書目
References
Bernstein, I. H., & Teng, G. (1989). Factoring items and factoring scales are
different: Spurious evidence for multidimensionality due to item categorization.
Psychological Bulletin, 105, 467-477.
Browne, M. W., & Cudeck, R. (1992). Alternative ways of assessing model fit.
Sociological Methods and Research, 21, 230-258.
Carroll, J. B. (1993). Human cognitive abilities: A survey of factor-analytic
studies. Cambridge, NY: Cambridge University Press.
Carroll, J. B. (1995). On methodology in the study of cognitive abilities.
Multivariate Behavioral Research, 30, 429-452.
Comrey, A. L. (1978). Common methodological problems in factor analytic studies.
Journal of Consulting and Clinical psychology, 46, 648-459.
* 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, 272-299.
# Ford, J. K., MacCallum, R. C., & Tait, M. (1986). The application of
exploratory factor analysis in applied psychology: A critical review and
analysis. Personnel Psychology, 39, 291-314.
* Gorsuch, R. L. (1997). Exploratory factor analysis: Its role in item analysis.
Journal of Personality Assessment, 68, 532-560.
Haig, B. (2005). Exploratory factor analysis, theory generation and scientific
method. Multivariate and Behavioral Research, 40, 303-329.
Hatcher, L. (1996). Using SAS PROC CALIS for path analysis: An introduction.
Structural Equation Modeling, 3, 176-192.
* Henson, R. K., & Roberts, J. K. (2006). Use of exploratory factor analysis in
published research. Educational and Psychological Measurement, 66, 393-416.
Loehlin, J. C. (2004). Latent variable models: An introduction to factor, path,
and structural equation analysis (4th ed.). Hillsdale, NJ: Lawrence Erlbaum
Associates.
Long, J. S. (1983). Confirmatory factor analysis: A preface to LISREL. Beverly
Hills, CA: Sage.
MacCallum, R. C., Widaman, K. F., Zhang, S., & Hong, S. (1999). Sample size in
factor analysis. Psychological Methods, 4, 84-99.
Mulaik, S. A. (1986). Factor analysis and Psychometrika: Major developments.
Psychometrika, 51, 23-33.
Mulaik, S. A. (1987). A brief history of the philosophical foundations of
exploratory factor analysis. Multivariate Behavioral Research, 22, 267-305.
* Norris, M., & Lecavalier, L. (2010). Evaluating the use of exploratory factor
analysis in developmental disability psychological research. Journal of Autism
and Developmental Disorders, 40, 8-20.
O’Connor, B. P. (2000). SPSS and SAS programs for determining the number of
components using parallel analysis and Velicer’s MAP test. Behavior Research
Methods, Instruments, and Computer, 32, 396-402.
Panter, A. T., Swygert, K. A., & Tanaka, J. S. (1997). Factor analytic
approaches to personality item-level data. Journal of Personality Assessment,
68, 561-589.
# Pohlmann, J. T. (2004). Use and interpretation of factor analysis in the
Journal of Educational Research: 1992-2002. Journal of Educational Research, 98.
14-22.
* Reise, S. P., Waller, N. G., & Comrey, A. L. (2000). Factor analysis and
scale revision. Psychological Assessment, 12, 287-297.
* Russell, D. W. (2002). In search of underlying dimensions: The use (and abuse)
of factor analysis in Personality and Social Psychology Bulletin. Personality
and Social Psychology Bulletin, 28, 1626-1646.
Schmid, J., & Leiman, J. M. (1957). The development of hierarchical factor
solutions. Psychometrika, 22, 53-61.
Thurstone, L. L. (1937). Current misuse of the factorial methods. Psychometrika,
2, 73-76.
Thompson, B. (2004). Exploratory and confirmatory factor analysis. Washington,
DC: American Psychological Association.
Thompson, B, & Daniel, L. G. (1996). Factor analytic evidence for the construct
validity of scores: A historical overview and some guidelines. Educational and
Psychological Measurement, 56, 197-208.
Velicer, W. F., & Fava, J. L. (1998). Effects of variable and subject sampling
on factor pattern recovery. Psychological Methods, 3, 231-251.
* 王嘉寧、翁儷禎 (2002)。探索性因素分析國內應用之評估:1993至1999。「中華心理學刊」,第44
卷,頁239-251。
翁儷禎(2012)。結構方程模型。見瞿海源、畢恆達、劉長萱、楊國樞(主編):「社會及行為科學研究
法(三)資料分析」,頁133-169。台北:東華書局。
# 翁儷禎(1995)。 因素分析應用之一覽。 見章英華、傅仰止、瞿海源(主編): 「社會調查與分
析:社會科學研究方法檢討與前瞻之一」,頁245-259。台北:中央研究院民族學研究所。

 
指定閱讀
Major Textbooks
Comrey, A. L., & Lee, H. B. (1992). A first course in factor analysis (2nd ed.). Hillsdale, NJ: Lawrence Erlbaum Associates.
Gorsuch, R. L. (1983). Factor analysis. Hillsdale, NJ: Lawrence Erlbaum Associates.
Harman, H. H. (1976). Modern factor analysis (3rd ed. Rev.). Chicago: University of Chicago Press.
Mullaik, S. A. (2010). Foundations of factor analysis (2nd ed.). Boca Raton, FL: Chapman & Hall/CRC.

 
評量方式
(僅供參考)
 
No.
項目
百分比
說明
1. 
HW (individual) 
35% 
(tentative) 
2. 
MV + presentation (group) 
15% 
 
3. 
EFA application paper (group) 
20% 
 
4. 
Final exam (individual) 
30% 
 
 
課程進度
週次
日期
單元主題
第1週
2/18  Introduction 
第2週
2/25  History and purpose of FA / Model and design of FA / EFA in matrix form
 
第3週
3/04  Matrix Algebra / IML 
第4週
3/11  Communality / # factors 
第5週
3/18  Estimation (I): Historical development

 
第6週
3/25  Estimation (II): PF vs PC, and others
 
第7週
4/01  Literature reading  
第8週
4/08  Estimation (III): Schmid-Leiman / Intelligence 
第9週
4/15  Rotation (I): Orthogonal rotation 
第10週
4/22  Rotation (II): Oblique rotation 
第11週
4/29  Factor scores / Interpretation of FA 
第12週
5/06  EFA in item analysis / Common uses of EFA 
第13週
5/13  EFA in MV textbooks / Criticism on EFA / Class presentation: * + MV chapters
 
第14週
5/20  CFA: Model and theory 
第15週
5/27  CFA: Software – Proc CALIS / Example 
第16週
6/03  Class presentation 
第17週
6/10  Class presentation 
第18週
06/17  Final Exam (or Class presentation)