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The Rediscovery of Bifactor Measurement Models
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multidimensionality in a set of ordered categorical item responses. I begin by describing the Schmid-Leiman bifactor procedure (Schmid & Leiman, 1957), and highlight its relations with correlated-factors and second-order exploratory factor models. After describing limitations of the Schmid-Leiman, two newer methods of exploratory bifactor modeling are considered, namely, analytic bifactor (Jennrich & Bentler, 2011) and target bifactor rotations (Reise, Moore, & Maydeu-Olivares, 2011). In section two, I discuss limited and full-information estimation approaches to confirmatory bifactor models that have emerged from the item response theory and factor analysis traditions, respectively. Comparison of the confirmatory bifactor model to alternative nested confirmatory models and establishing parameter invariance for the general factor also are discussed. In the final section, important applications of bifactor models are reviewed. These applications demonstrate that bifactor modeling potentially provides a solid foundation for conceptualizing psychological constructs, constructing measures, and evaluating a measure's psychometric properties. However, some applications of the bifactor model may be limited due to its restrictive assumptions.
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“Model-based reliability estimates have often been proposed as an alternative measure of reliability for structural equation modeling (Brunner et al. 2012; Reise 2012; Rodriguez et al. 2016) due to the practical limitations of Cronbach’s alpha (Dunn et al. 2014; Sijtsma 2009; Yang and Green 2011).”
From Measurement Invariance of the WISC-V across a Clinical Sample of Children and Adolescents with ADHD and a Matched Control Group (2024) · cites this paper as Reise 2012
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BackgroundMethodInfluentialScience Self-Concept – More than the Sum of Its Parts?
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“We also test the fit of the data with a bifactor model, which affords an alternative multidimensional structure of parenting (Reise, 2012).”
Polek, E., Jones, P. B., Fearon, P. R. M., Brodbeck, J., Moutoussis, M., Dolan, R. J., Fonagy, P., Bullmore, E. T., & Goodyer, I. M. (2018) · BMC Psychiatry · doi:10.1186/s12888-018-1595-0 · Cited by 21
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BackgroundMethodInfluentialUsing bifactor model of personality to predict academic performance and dishonesty
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“general and specific factors that are in accordance with their construct (Reise, 2012).”
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“Bifactor modeling (Reise, 2012; Reise et al., 2010) involves allowing each item to load on exactly two factors, one specific factor (e.g., psychosis) and one general factor comprising all items.”
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“…TRS scales contained sufficient unique true score variance for confident interpretation based on ωHS coefficients as all were less than the .50 minimum criterion (Reise, 2012; Reise, Bonifay, et al., 2013) and H coefficients which were below the .80 criterion (Rodriguez et al., 2016a, 2016b).”
BackgroundMethodInfluentialBifactor analyses provide uncorrelated measures of activism intentions and radicalism intentions
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“Exploratory bifactor analysis is an increasingly popular quantitative framework for item analysis (Eid, Geiser, Koch, & Heene, 2017; Reise, 2012).”
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“Bifactor modeling assumes that the correlations between factors are explained by the presence of a general factor (Reise, 2012).”
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“For a review of the history, see Reise (2012).”
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Vispoel, W. P., Hong, H., & Lee, H. (2023) · Structural Equation Modeling A Multidisciplinary Journal · doi:10.1080/10705511.2023.2187734 · Cited by 18
“…partitioned into general and group factor effects that respectively represent systematic variance shared across all items and independent variance common to items within each subscale (see, e.g., Reise, 2012; Reise et al., 2013; Rodriquez et al., 2016a, 2016b; Vispoel, Lee et al., 2022a, 2022b).”
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“…general factor to justify a unidimensional model, it can also provide direction on the appropriateness of using a total score, or whether presenting the scores of the domain-specific latent factors would provide a meaningful interpretation (Chen, et al., 2006; Reise, 2012; Rodriguez et al., 2016).”
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BackgroundDaskalopoulou, C., Chua, K., Koukounari, A., Caballero, F. F., Prince, M. J., & Prina, M. A. (2019) · BMC Medical Research Methodology · doi:10.1186/s12874-019-0849-y · Cited by 19
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“In line with the growing interest in bifactor structures for modeling the multidimensionality of psychological constructs (Reise, 2012), the bifactor model had a markedly better fit to our data.”
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Pompéia, S., Inacio, L. M., de Freitas, R. S., Zanini, G. D. A. V., Malloy‐Diniz, L. F., & Cogo‐Moreira, H. (2018) · Frontiers in Psychology · doi:10.3389/fpsyg.2018.01059 · Cited by 21
“Under a bifactor model, different indices can be computed: (a) Coefficient omega (Lucke’sω) (Revelle and Zinbarg, 2009; Reise, 2012; McDonald, 2013), which is a reliability estimate based on factorial model that estimates the proportion of the observed variance in the total score attributed to all…”
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“While Reise (2012) referred to the SL procedure as an approximate exploratory BF model, the SL procedure technically represents a mathematical transformation of the higher-order model using an elegant procedure to apportion the variance to the higher- and lower-order factors (Carroll, 1993;…”
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“52 Because the data is collected on a 5-point Likert scale and is considered ordinal, we adjusted parameter estimates using weighted least squares mean and variance which is a recommended approach for the analysis of ordinal data.”
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Simonet, D. V., Miller, K. E., Askew, K. L., Sumner, K. E., Mortillaro, M., & Schlegel, K. (2021) · Journal of Intelligence · doi:10.3390/jintelligence9010014 · Cited by 23
“…to bifactor models, it is important to note bifactor (group and general) estimates are often weaker than first-order factor models, which is due to the disaggregation of indicator-level covariance into estimates of two separate factor sets (general and group) rather than a single one (Reise 2012).”
Adamson, L. B., Caughy, M. O., Bakeman, R. A., Rojas, R., Owen, M. T., Tamis‐LeMonda, C. S., Pacheco, D., Pace, A. E., & Suma, K. (2021) · Early Childhood Research Quarterly · doi:10.1016/j.ecresq.2021.03.006 · Cited by 25
“In a bi-factor structure, all items typically load on 1 general factor and 1 or more distinct specific factors that represent residual clusters of common variance not captured by the general factor ( Reise, 2012 ).”
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“Bifactor modeling is an empirical approach for examining the extent to which scale scores reflect a single common factor, even when the data are multidimensional (Reise, 2012) Table 4.”
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“In this bi-factor model the general and the group factors are assumed to be orthogonal, in order to enable us to estimate the unique variance accounted for by any components [44].”
BackgroundMelin, J., Cano, S., Flöel, A., Göschel, L., & Pendrill, L. (2022) · Entropy · doi:10.3390/e24070934 · Cited by 17
“The terminology used in a traditional PCA is exemplified in the following quote describing the bifactor model of Reise [68]: “ . . . it is assumed that the general and group factors all are orthogonal.”
InfluentialZhu, N., Li, C., Ye, Y., Zhang, L., & Kong, F. (2024) · Journal of Happiness Studies · doi:10.1007/s10902-024-00731-0 · Cited by 17
“The bi-factor model is particularly useful for multidimensional constructs (Reise, 2012).”
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“General and domain-specific factor correlations are set to zero (Reise, 2012).”
BackgroundA Bifactor Model of Disgust Proneness
Olatunji, B. O., Ebesutani, C. K., & Reise, S. P. (2014) · Assessment · doi:10.1177/1073191114541673 · Cited by 18
“The Schmid–Leiman approach (SL; Schmid & Leiman, 1957) and the Jennrich–Bentler approach (JB; Jennrich & Bentler, 2011) are two alternative methods that may be used for exploratory bifactor analysis (Reise, 2012).”
BackgroundMethodSelf-citationAllan, N. P., Grös, D. F., Hom, M. A., Joiner, T. E., & Stecker, T. A. (2016) · Psychiatry · doi:10.1080/00332747.2016.1185893 · Cited by 17
“Omega hierarchical (ωh) is a measure of reliability for the general factor and omega specific (ωs) is a measure of reliability for the specific factors (McDonald, 1999; Reise, 2012).”
Parent Ratings of the Strengths and Difficulties Questionnaire: What Is the Optimum Factor Model?
Gomez, R., & Stavropoulos, V. (2017) · Assessment · doi:10.1177/1073191117721743 · Cited by 19
Bruyneel, L., Houdt, S. V., Coeckelberghs, E., Sermeus, W., Tambuyzer, E., Cosemans, P., Peeters, G., den Broeck, K. V., Weeghmans, I., & Vanhaecht, K. (2017) · International Journal of Methods in Psychiatric Research · doi:10.1002/mpr.1592 · Cited by 18
“Bifactor analysis (Jennrich & Bentler, 2011; Reise, 2012) was added within the ESEM approach.”
MethodSantos‐Iglesias, P., & Byers, E. S. (2018) · Sexual & Relationship Therapy · doi:10.1080/14681994.2018.1442569 · Cited by 17
“…or communication of sexual preferences) as well as part of a general component (i.e. verbal or nonverbal communication) we used a bi-geomin orthogonal rotation to examine the existence of a bifactor structural model (see Muth en & Muth en, 2007; Reise, 2012; Reise, Moore, &Haviland, 2010).”
MethodAccuracy of Linking VR-12 and PROMIS Global Health Scores in Clinical Practice
Lapin, B. R., Kinzy, T. G., Thompson, N. R., Krishnaney, A. A., & Katzan, I. L. (2018) · Value in Health · doi:10.1016/j.jval.2018.03.011 · Cited by 19
Clauss, K. E., & Bardeen, J. R. (2018) · Journal of Personality Assessment · doi:10.1080/00223891.2018.1521417 · Cited by 17
Student assessment of narrative: telling stories in the classroom
Bolkan, S., Goodboy, A. K., & Kromka, S. M. (2019) · Communication Education · doi:10.1080/03634523.2019.1622751 · Cited by 17
“According to Reis (2012), these latter figures demonstrate that “if both total scores and subscales were to be formed, the interpretation of the subscales as precise indicators of unique constructs is extremely limited” (p. 691).”
BackgroundInfluentialLiu, J., Xiang, P., McBride, R. E., & Chen, H. (2019) · European Physical Education Review · doi:10.1177/1356336x19859602 · Cited by 25
“Although ELA and CT scores are not necessary to report due to their low !s values (see Reise, 2012), they are presented here for the use of future research.”
BackgroundDombrowski, S. C., Beaujean, A. A., McGill, R. J., Benson, N. F., & Schneider, W. J. (2019) · Structural Equation Modeling A Multidisciplinary Journal · doi:10.1080/10705511.2019.1622421 · Cited by 17
“Thus, the SL procedure will only duplicate the results of a bifactor model if the measured phenomena actually came from a higher-order process; otherwise, the SL procedure can provide misleading results (Jennrich & Bentler, 2011; Reise, 2012; Yung, Thissen, & McLeod, 1999).”
ResultIntercultural Communication Competence Scale: Invariance and Construct Validation in Portugal
Gonçalves, G., Sousa, C., Arasaratnam‐Smith, L. A., Rodrigues, N., & Carvalheiro, R. (2020) · Journal of Intercultural Communication Research · doi:10.1080/17475759.2020.1746687 · Cited by 17
“indicators load on both general and specific factors (Chen et al., 2012; Reise, 2012).”
BackgroundMethodAssociations and correlates of general versus specific successful ageing components
Thoma, M. V., Kleineidam, L., Forstmeier, S., Maercker, A. R. A., Weyerer, S. B., Eisele, M., van den Bussche, H., König, H., Röhr, S., Stein, J., et al. (2020) · European Journal of Ageing · doi:10.1007/s10433-020-00593-4 · Cited by 19
“A single bifactor model (Reise 2012) was fitted to the data to define the SA constructs which is constituted of three different facets (i.e. a physiological, a social, and a well-being facet).”
MethodAlavi, S. M., Karami, H., & Khodi, A. (2021) · Current Psychology · doi:10.1007/s12144-021-01922-1 · Cited by 17
“…items of subjects making decision about the number of dimensions that should be assessed in language proficiency test is a controversial issue and necessitates a number of validation and investigatory studies for a comprehensive response (e.g. Cucina & Byle, 2017; Dunn & McCray, 2020; Reise, 2012).”
BackgroundBrouillette‐Alarie, S., Lee, S. C., Longpré, N., & Babchishin, K. M. (2022) · Assessment · doi:10.1177/10731911221076373 · Cited by 17
“To verify if a single “risk” construct encompassed the three Static-2002R dimensions, a bifactor model (Reise, 2012) was run in the R mirt package.”
MethodSnowden, A., Watson, R. A., Stenhouse, R., & Hale, C. A. (2015) · Journal of Advanced Nursing · doi:10.1111/jan.12746 · Cited by 18
“Whilst alternative factorial techniques for simultaneous testing for the presence of a general trait and multi factorial structure exist such as bifactor analysis (Reise 2012) it is unlikely they would have discovered the important element of misfit that has been revealed here.”
MethodDevelopment of the PROMIS(R) Health Expectancies of Smoking Item Banks
Edelen, M. O., Tucker, J., Shadel, W. G., Stucky, B. D., Cerully, J., Li, Z., Hansen, M. H., & Cai, L. (2014) · Nicotine & Tobacco Research · doi:10.1093/ntr/ntu053 · Cited by 17
“Similar to daily smoker results, the ECV associated with the health expectancies (general) factor in the nondaily sample solution increased from 0.80 to 0.84.”
BackgroundInfluentialAn Item Response Theory Analysis of the Strength and Difficulties Questionnaire (SDQ)
Keller, F., & Langmeyer, A. N. (2017) · European Journal of Psychological Assessment · doi:10.1027/1015-5759/a000390 · Cited by 18
García‐Campayo, J., del Hoyo, Y. L., Barceló‐Soler, A., Navarro‐Gil, M., Borao, L., Giarin, V., Tovar-Garcia, R. R., & Montero‐Marín, J. (2018) · Frontiers in Psychology · doi:10.3389/fpsyg.2018.00692 · Cited by 17
“We also estimated the omega hierarchical (ωH), as the proportion of reliable variance in total scores that can be attributed to the single general factor, and the omega hierarchical subscale (ωHS), as the proportion of reliable variance associated with each factor once partitioning out variance associated with the sin…”
BackgroundA bifactor model of meanness, coldheartedness, callousness, and sadism
Anderson, A. E., & Marcus, D. K. (2018) · Personality and Individual Differences · doi:10.1016/j.paid.2018.09.006 · Cited by 17
Derivation of a measure of physiological multisystem dysregulation: Results from WHAS and health ABC
Gross, A. L., Carlson, M. C., Chu, N. M., McAdams‐DeMarco, M., Mungas, D., Simonsick, E. M., Varadhan, R., Xue, Q., Walston, J. D., & Bandeen‐Roche, K. (2020) · Mechanisms of Ageing and Development · doi:10.1016/j.mad.2020.111258 · Cited by 20
Dombrowski, S. C. (2014) · Canadian Journal of School Psychology · doi:10.1177/0829573514560529 · Cited by 16
“Lower ωs coefficients suggest that interpretation of the factor indices beyond the general factor may not be appropriate as little variance exists beyond the general factor (Reise, 2012).”
BackgroundInfluentialDeSousa, D. A., Zibetti, M. R., Trentini, C. M., Koller, S. H., Manfro, G. G., & Salum, G. A. (2014) · Journal of Anxiety Disorders · doi:10.1016/j.janxdis.2014.10.002 · Cited by 18
“In a bifactor model, the commonality f all scale items is shared by the general factor and, after that, the ontribution of each cluster of items to the distinct specific facors is calculated (Chen et al., 2012; Reise, 2012).”
BackgroundMethodInfluentialMcGill, R. J., & Canivez, G. L. (2016) · Journal of Psychoeducational Assessment · doi:10.1177/0734282915624293 · Cited by 16
“280 (VC) and likely contained too little true score variance for clinical interpretation (Reise, 2012; Reise, Bonifay, & Haviland, 2013).”
BackgroundMethodFontanella, L., Sarra, A., & Zio, S. D. (2019) · Social Indicators Research · doi:10.1007/s11205-019-02148-2 · Cited by 16
“…covariance among a set of observed variables can be accounted for by a single general factor, that reflects the common variance running among all indicators, and group factors, that reflect additional common variance among clusters of indicators, typically, with highly similar content (Reise 2012).”
BackgroundA General Bayesian Multidimensional Item Response Theory Model for Small and Large Samples
Fujimoto, K., & Neugebauer, S. R. (2020) · Educational and Psychological Measurement · doi:10.1177/0013164419891205 · Cited by 16
“These models are for data in which the primary dimensions are more strongly represented relative to the secondary dimensions (DeMars, 2013; Reise, 2012; Toland, Sulis, Giambona, Porcu, & Campbell, 2017), and our choice of values reflects this because the mean of the hyperprior related to primary…”
BackgroundDevelopment and validation of the Career-related Teacher Support Scale: data from China
Zhang, J., Chen, G., & Yuen, M. (2020) · International Journal for Educational and Vocational Guidance · doi:10.1007/s10775-020-09435-2 · Cited by 16
“For model-based reliability, omega coefficients were assessed considering omega (ω), omega subscales (ωS) (Reise, 2012; Rodrigue, Reise, & Haviland, 2016a, b).”
MethodLace, J. W., Seitz, D. J., Austin, T. A., Kennedy, E. E., Ferguson, B. J., & Mohrland, M. D. (2021) · Applied Neuropsychology Child · doi:10.1080/21622965.2021.1910950 · Cited by 17
“Detailed resources regarding bifactor models in psychometric work are provided elsewhere (Canivez, 2016; Reise, 2012).”
DASS-21: assessment of psychological distress through the Bifactor Model and item analysis
Peixoto, E. M., Oliveira, K. D. S., Campos, C. R., Gagnon, J., Zanini, D. S., Nakano, T. D. C., & Bueno, J. M. H. (2021) · Psico-USF · doi:10.1590/1413-82712021260413 · Cited by 17
Irritability and Emotional Impulsivity as Core Feature of ADHD and ODD in Children
Junghänel, M., Thöne, A., Ginsberg, C., Görtz‐Dorten, A., Frenk, F., Mücke, K., Treier, A., Labarga, S. Z., Banaschewski, T., Millenet, S., et al. (2022) · Journal of Psychopathology and Behavioral Assessment · doi:10.1007/s10862-022-09974-8 · Cited by 21
“Omega (ω) describes the amount of reliable variance accounted for by the g-factor and all s-factors taken together, whereas omega hierarchical (ωH) describes the amount of reliable variance accounted for by the g-factor (Brunner et al., 2012; Reise, 2012).”
BackgroundBrandenburg, N., & Papenberg, M. (2022) · Psychological Methods · doi:10.1037/met0000527 · Cited by 20
Ramsey, K. A., Nadai, A. S. D., Espil, F. M., Ricketts, E. J., Stiede, J. T., Schild, J. S., Specht, M. W., Woods, D. W., Bennet, S., Walkup, J. T., et al. (2022) · Frontiers in Psychiatry · doi:10.3389/fpsyt.2022.929413 · Cited by 16
“A bifactor approach specifies that the covariance among a set of items can be accounted for by a single, general factor that captures the common variance among all items in the set, while also allowing for subfactors to explain item subgroups (40).”
BackgroundAguayo‐Estremera, R., Cañadas, G. R., Ortega‐Campos, E., Ariza, T., & Fuente-Solana, E. I. D. L. (2023) · Mathematics · doi:10.3390/math11061515 · Cited by 22
Guo, J., Jiang, Y., Lin, S., & Pang, W. (2023) · Creativity Research Journal · doi:10.1080/10400419.2023.2217028 · Cited by 19
“These results indicated that the individualism – collectivism scale is multidimensional and the four specific dimensions were meaningful for interpreting the present data (e.g., Reise, 2012; Reise, Scheines, Widaman, & Haviland, 2012; Rodriguez, Reise, & Haviland, 2016).”
Development and Validation of the Need for Privacy Scale (NFP-S)
Frener, R., Dombrowski, J., & Trepte, S. (2023) · Communication Methods and Measures · doi:10.1080/19312458.2023.2246014 · Cited by 17
“It is suitable when “multiple and distinct domains of item content are included to increase content validity” (Reise, 2012, p. 668).”
Gálvez-Nieto, J. L., Salvo-Garrido, S. I., Domínguez-Lara, S., Polanco-Levicán, K., & Mieres-Chacaltana, M. (2023) · Frontiers in Psychology · doi:10.3389/fpsyg.2023.1272548 · Cited by 26
“To evaluate the unidimensionality of the scale under bifactor modeling, explained common variance (ECV), percentage of uncontaminated correlations (PUC), and percentage of reliable variance (PRV) were used (Brunner et al., 2012; Reise, 2012; Ríos and Wells, 2014; Bonifay et al., 2015).”
MethodPedersen, H. S., Christensen, K. S., Prior, A., & Christensen, K. B. (2023) · Journal of Affective Disorders · doi:10.1016/j.jad.2023.10.109 · Cited by 19
Applying SEM, Exploratory SEM, and Bayesian SEM to Personality Assessments
Hong, H., Vispoel, W. P., & Martinez, A. J. (2024) · Psych · doi:10.3390/psych6010007 · Cited by 19
“Such models have a latent structure that includes a general factor that accounts for the commonality among all indicators and independent group factors that represent systematic variance specific to nested and non-overlapping subsets of indicators ([8,12,16,18]).”
Background
Metadata
- Authors
- Reise, S. P.
- Affiliations
- University of California, Los Angeles (US)
- Corresponding author
- Reise, Steven P.
- ORCID
- Reise, Steven P.
- Venue
- Multivariate Behavioral Research
- Publisher
- Informa UK Limited
- Published
- 2012-09
- Volume
- 47
- Issue
- 5
- Pages
- 667-696
- ISSN
- 0027-3171 (ISSN-L)
- 1532-7906
- PMC
- PMC3773879
- OpenAlex
- W2025929695
- Cited by
- 2,112
- References
- 70
- Citations by year
- 2026: 203 · 2025: 113 · 2024: 134 · 2023: 174 · 2022: 165 · 2021: 200 · 2020: 222 · 2019: 181 · 2018: 203 · 2017: 175 · 2016: 139 · 2015: 98 · 2014: 68 · 2013: 32 · 2012: 4
- FWCI
- 85.93
- Type
- journal article
- Language
- en
- Open access
- bronze
- doi.org
- Locations
- Multivariate Behavioral Research (publishedVersion)
- PubMed (publishedVersion)
- Europe PMC (PubMed Central) (acceptedVersion)
- PubMed Central (acceptedVersion)
- Funders
- National Institutes of Health
- National Institute on Drug Abuse (RL1DA024853)
- National Institute of Arthritis and Musculoskeletal and Skin Diseases (U01AR052177)
- National Institute of Dental and Craniofacial Research (UL1DE019580)
- Topics
- Social Sciences › Decision Sciences › Management Science and Operations Research › Psychometric Methodologies and Testing
- Social Sciences › Psychology › Experimental and Cognitive Psychology › Mental Health Research Topics
- Social Sciences › Psychology › Clinical Psychology › Personality Traits and Psychology
- Keywords
- bifactor model, multidimensionality, general factor, parameter invariance, nested models, construct measurement, psychometric properties
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