Factor Analysis
Factor analysis used in marketing, product
management, operations research, and other applied sciences that deal
with large quantities of data. Factor analysis is a statistical data
reduction technique used to explain variability among observed random
variables in terms of fewer unobserved random variables called factors.
Charles Spearman pioneered the use of factor
analysis in the field of psychology and is sometimes credited with the
invention of factor analysis.
He discovered that schoolchildren's scores on a wide variety of seemingly
unrelated subjects were positively correlated, which led him to postulate
that a general mental ability, or g, underlies and shapes human cognitive
performance. His postulate now enjoys broad support in the field of
intelligence research, where it is known as the g theory.
Raymond Cattell expanded
on Spearman’s idea of a two-factor theory of intelligence after performing
his own tests and factor analysis. He used a multi-factor theory to
explain intelligence. Cattell’s theory addressed alternate factors in
intellectual development, including motivation and psychology. Cattell
also developed several mathematical methods for adjusting psychometric
graphs, such as his "scree" test and similarity coefficients.
His research lead to the
development of his theory of fluid and crystallized intelligence, as
well as his 16 Personality Factors theory of personality. Cattell was
a strong advocate of factor analysis and psychometrics. He believed
that all theory should be derived from research, which supports the
continued use of empirical observation and objective testing to study
human intelligence.
Factor analysis is used
to identify "factors" that explain a variety of results on different
tests. For example, intelligence research found that people who get
a high score on a test of verbal ability are also good on other tests
that require verbal abilities. Researchers explained this by using factor
analysis to isolate one factor, often called crystallized intelligence
or verbal intelligence, that represents the degree in which someone
is able to solve problems involving verbal skills.
Factor analysis in psychology
is most often associated with intelligence research. However, it also
has been used to find factors in a broad range of domains such as personality,
attitudes, beliefs, etc. It is linked to psychometrics, as it can assess
the validity of an instrument by finding if the instrument indeed measures
the postulated factors.
Reduction of number of
variables, by combining two or more variables into a single factor.
For example, performance at running, ball throwing, batting, jumping
and weight lifting could be combined into a single factor such as general
athletic ability. Usually, in an item by people matrix, factors are
selected by grouping related items. In the Q factor analysis technique,
the matrix is transposed and factors are created by grouping related
people: For example, liberals, libertarians, conservatives and socialists,
could form separate groups.
Identification of groups
of inter-related variables, to see how they are related to each other.
For example, Carroll used factor analysis to build his Three Stratum
Theory. He found that a factor called "broad visual perception" relates
to how good an individual is at visual tasks.
He also found a "broad
auditory perception" factor, relating to auditory task capability. Furthermore,
he found a global factor, called "g" or general intelligence, that relates
to both "broad visual perception" and "broad auditory perception". This
means someone with an high "g" is likely to have both a high "visual
perception" capability and an high "auditory perception" capability,
and that "g" therefore explains a good part of why someone is good or
bad in both those domains.
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