Annotated Factor Analysis Bibliography - Tony 3/Reading/Annotated...  Annotated Factor Analysis Bibliography

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  • Annotated Factor Analysis Bibliography Michael Friendly

    This bibliography, prepared for my Multivariate Data Analysis graduate course and Statistical Consulting Service short course lists over 130 references dealing with factor analysis and related methods, including path analysis and structural equations modelling. Most (but not all) have brief descriptive or evaluative comments to help you determine if they are worth pursuing.


    You can jump to a particular topic by selecting the link in the contents list here.

    1. Theory and Methods Part 1 is concerned with theory and methods and includes texts, from basic to advanced, and tutorials as well as technical papers and methodological critiques.

    o General references & texts o Historical milestones o Interpretation of factors o Principal components & Singular value decomposition o Specialized factor analysis models & estimation methods o Communalities o Number of factors o Rotation methods o Factorial invariance, Multimethod factor analysis o Scale construction, factoring item-correlations o Structural equations models, causal models o Confirmatory factor analysis o Unclassified

    2. Research Applications Part 2 gives examples of research applications of these methods in a variety of disciplines, though the greatest concentration is in subfields of psychology.

  • o Path analysis, Causal models for observable variables o Structural equation models, Causal models for latent

    variables o Measurement models for validating instruments and

    constructs o Multi-trait, Multi-method studies, Higher-order factor

    models o Factorial invariance, Multi-sample CFA models

    1. Theory and Methods General references & texts

    Bentler, P. M. & Chou, C. P. (1987). Practical issues in structural modeling Sociological Methods and Research, 16(1), 78-117.

    Bollen, K. A. (1989). Structural equations with latent variables, New York: Wiley.

    [A comprehensive introduction to LISREL models, including path analysis, structural equations, and confirmatory factor analysis, with many worked examples using the LISREL and EQS programs. This is a moderately difficult, graduate level text, but it is the most complete treatment of LISREL models available. The discussion of rules and methods for identifying parameters of structural equation and factor analysis models is excellent.]

    Byrne, B.M. (1990). A Primer of LISREL: Basic Applications and Programming for Confirmatory Factor Analytic Models. New York: Springer-Verlag Inc.

    [ This book was designed specifically as a starting point for people who always wanted to use LISREL, but were too afraid to try. Byrne provides input and output for 6 different types of applications - 3 using

  • single samples and 3 using multiple samples. The data are taken from her research, so each is accompanied by the referenced article for those who may want to follow up on the substantive aspects of the topic. The examples are somewhat marred by the use of poor quality printouts for the input and output.]

    Byrne, B.M. (1998). Structural equation modeling with LISREL, PRELIS, and SIMPLIS. Hillsdale, NJ: Lawrence Erlbaum. Mainly covers LISREL 8, but also PRELIS 2, and SIMPLIS. Emphasis on psychological applications.

    Comrey, A. L. (1973). A first course in factor analysis. New York: Academic Press.

    [As the title indicates, a relatively elementary text, at the graduate or advanced undergraduate level. The last few chapters contain a good discussion of designing a factor analytic study, with a case study of Comrey's personality scales.]

    Cuttance, P. and Ecob, R. (1987). Structural Modelling by Example: Applications in Educational, Behavioural and Social Research. Cambridge University Press.

    [A nicely integrated collection of papers by various authors illustrating the application of CFA and SEM models in psychology and behavioural science. An appendix includes the LISREL statements for the analyses in all the chapters.]

    Everitt, B. S. (1984). An Introduction to Latent Variable Models. New York: Chapman and Hall.

    [If brevity is the soul of wit, Everitt gets the prize for this compact, readable treatment of exploratory and confirmatory factor analysis in under 70 pages, of which half is devoted to a variety of LISREL models. Numerical examples are provided for most of the

  • methods discussed and an additional chapter describes latent variable models for categorical data.]

    Fruchter, B. (1954). Introduction to factor analysis. New York: Van Nostrand.

    [A simplified introduction to the history and basic ideas of factor analysis from Spearman through Thurstone.]

    Gorsuch, R. L. (1974). Factor analysis. Toronto: W.B. Saunders.

    [A graduate-level text, but not too difficult mathematically. Contains many worked examples, and excellent coverage of the practical issues in conducting factor analytic research.]

    Gorsuch, R. L. (1983). Factor analysis (2nd. ed.) Hillsdale, N.J.: Erlbaum.

    [A substantial revision of Gorsuch (1973), with extensive comments on using computer programs and a new chapter on confirmatory factor analysis.]

    Kim, J.-O. and Mueller, C. W. (1978). Factor analysis: Statistical methods and practical issues. Beverly Hills, CA: Sage Publications. (Sage University Paper series on quantitative applications in the social sciences).

    [A simple non-technical introduction to the ideas of factor analysis for social scientists. The "Coles Notes" of factor analysis.]

    Harmon, H. H. (1967). Modern factor analysis. (2nd ed.). Chicago: University of Chicago Press.

    [Long considered "the bible" of factor analysis methods, Harmon covers all the classic methods of extracting and rotating factors, with a great many

  • worked examples. No coverage of CFA or developments post 1966.]

    Hatcher, Larry (1994). A step-by-step approach to using the SAS system for factor analysis and structural equation modeling. Cary, NC: SAS Institute.

    Focuses on using CALIS for CFA and SEMs under SAS. Each chapter describes a plausible research context, input and output for PROC CALIS, and interpretation of results. Chapter 6 covers SEM.

    Hoyle, Rick H., ed. (1995). Structural equation modeling: Concepts, issues, and applications. Thousand Oaks, CA: Sage Publications.

    An introduction focusing on AMOS.

    Hayduk, L. A. (1987). Structural equation modelling with LISREL: Essentials and advances. Baltimore: The Johns Hopkins University Press.

    [A non-technical introductory text for LISREL. The major focus of the book is on causal submodels. Discusses estimation problems.]

    Jackson, J. E. (1991). A user's guide to principal components. NY: Wiley.

    [A practical, detailed treatment of principal components analysis and related methods. In addition to the usual topics one would expect, the book covers multidimensional scaling and preference analysis, correspondence analysis, applications of PCA to regression and MANOVA, robust PCA, with a brief treatment of factor analysis.]

  • Loehlin, J. C. (1987). Latent variable models: An introduction to factor, path, and structural analysis. Hillsdale, NJ: Erlbaum Associates.

    [An excellent introductory-level presentation of modern methods for analysis of covariance structures and structural equation modelling. A particularly readable, non-technical (less than Everitt or Long) introduction to recent developments in the field including path diagrams, confirmatory factor models, simplex, test theory, multitrait-multimethod models and some others.]

    Long, J. S. (1983). Confirmatory factor analysis: A preface to LISREL Beverly Hills, CA: Sage.

    [A non-technical introduction to the aims of confirmatory factor analysis.]

    Long, J.S. (1988). Covariance Structure Models: An Introduction to LISREL. Sage University Series, 07-034. Beverly Hills: Sage.

    McDonald, R. (1985). Factor Analysis and Related Methods. Hillsdale, NJ: Erlbaum.

    [Discusses test/measurement theory ideas, e.g., reliability in the context of factor models and item response theory (i.e., latent trait models).]

    Muliak, S. (1972). The foundations of factor analysis. New York: McGraw Hill.

    [A comprehensive graduate-level text which covers the mathematical basis for methods of factor analysis from the early Thurstonian methods up through Joreskog's development of confirmatory methods.]