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Measurement equivalence of
    Business-focused Inventory of
            Personality :
    A comparison of European language
                 versions


                      Tao Li
                  Hogrefe Ltd. UK

The 7th Conference of the International Test Commission
                 Hong Kong July 2010
To set the scene

• An international organisation wishes to use a
  personality test to select managers globally for
  expatriate assignments


   – Does the test measure the same traits for the
     candidates?

   – Are the scores comparable across countries?
Measurement equivalence
• The relative comparability of the wording, scaling,
  and scoring of constructs across groups

   – A prerequisite for valid group comparison

   – Implicitly assumed but RARELY examined
Levels of Measurement Equivalence
           • Constructs have the same basic factor structure
             across groups
Structural • The constructs have similar meaning


             • The strength of the relationships between items and
               constructs being measured are equivalent
 Metric      • The constructs have the same meaning


            • Measure the constructs on the same scale
            • The groups use the response scale in a similar way
  Scalar    • Complete comparability of scores
Partial Invariance

• Full invariance: ideal but often impossible

• Partial invariance: some, but not all, of the item are
  equivalent across groups
Business-focused Inventory of Personality (BIP)

• A work based personality test developed in Germany
  and was adapted to all major European languages
   – R. Hossiep & M. Paschen, 1998, 2003 © by Hogrefe


• An combination of etic-emic approach to adaptation
   – Etic : e.g. English, Portugal, Dutch, Denmark
   – Emic: e.g. French, Spanish
The analyses

• Testing measurement equivalence
   – Multi-group exploratory structural equation modelling (ESEM)

• Identifying differential item functioning (DIF)
   – Multiple indicators-multiple causes approach (MIMIC)

• Testing measurement equivalence involving emit items
   – Missing data technique
Testing measurement equivalence

• Data: German, English, Denmark, Portugal
   – Equal structure: structural equivalence
   – Equal loading: metric equivalence
   – Equal intercept: scalar equivalence
Results
• Fit indices:
  – Comparative Fit Index (CFI): >0.95 good fit
  – The root mean square error of approximation (RMSEA): <0.08 good fit

• Structural equivalence: all scales
   – min CFA=0.956; max RMSEA=0.070
• Metric equivalence: 11/14 scales
   – min CFA=0.950; max RMSEA=0.060
• Scalar equivalence: none
• Partial equivalence: all scales
   – min CFA=0.950; max RMSEA=0.055
Full invariance items
                     Scales     Full invariant items
       Achievement Motivation            5
       Power Motivation                  3
       Leadership Motivation             3
       Conscientiousness                 3
       Flexibility                       3
       Action Orientation                4
       Social Sensitivity                4
       Openness to Contact               4
       Sociability                       3
       Team Orientation                  2
       Assertiveness                     3
       Emotional Stability               2
       Working under Pressure            3
       Self confidence                   4
Differential item functioning
• People from different groups with the same
  underlying ability/trait level have a different
  probability of endorsing an item


• MIMIC approach to DIF detecting
  – Modelling DIF and latent mean difference
    simultaneously
MIMIC approach to DIF detecting

                       Country
                                  Item

                                  Item

           Construct              Item


                                  Item


                                  Item
Example
 • BIP Openness to Contact scale
 • Portuguese vs. German.


                         Assume no DIF   DIF effect modelled
Latent mean difference       0.20               0.52
Effect size                  Small            Medium
Measurement equivalence involving emic items

• Etic vs. Emic
   — using the “same” items vs. using culturally specific items


• How to compare combined etic-emic instruments?
Missing data technique
• Introducing “imaginary” observed items
               Country A                      Country B

                       Common        Common
                         item          item
                       Common        Common
                         item          item

                                     Common
                     Common item
                                       item               Construct
   Construct
                      Emic item A   Emic item B

                       Imaginary     Imaginary
                      Emic item B   Emic item A
Example
• BIP Flexibility scale: Spanish vs. German
   – 12 common items
   – 2 items unique to German version
   – 1 items unique to Spanish version

    Model fit                CFI: 0.978; RMSEA: 0.046
    Latent mean difference            0.10
Summary

• Measurement equivalence
  – All BIP scales demonstrated structural invariance
  – Most scales showed metric invariance
  – No scales presented scalar invariance
  – Full invariant items were identified for each scale
Implications

• Common items make it possible to equate
  scores across versions in the presence of DIF

• Comparing instruments involving emic items is
  possible and necessary
Thank you


tao.li@hogrefe.co.uk

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ITC Measurement equivalence

  • 1. Measurement equivalence of Business-focused Inventory of Personality : A comparison of European language versions Tao Li Hogrefe Ltd. UK The 7th Conference of the International Test Commission Hong Kong July 2010
  • 2. To set the scene • An international organisation wishes to use a personality test to select managers globally for expatriate assignments – Does the test measure the same traits for the candidates? – Are the scores comparable across countries?
  • 3. Measurement equivalence • The relative comparability of the wording, scaling, and scoring of constructs across groups – A prerequisite for valid group comparison – Implicitly assumed but RARELY examined
  • 4. Levels of Measurement Equivalence • Constructs have the same basic factor structure across groups Structural • The constructs have similar meaning • The strength of the relationships between items and constructs being measured are equivalent Metric • The constructs have the same meaning • Measure the constructs on the same scale • The groups use the response scale in a similar way Scalar • Complete comparability of scores
  • 5. Partial Invariance • Full invariance: ideal but often impossible • Partial invariance: some, but not all, of the item are equivalent across groups
  • 6. Business-focused Inventory of Personality (BIP) • A work based personality test developed in Germany and was adapted to all major European languages – R. Hossiep & M. Paschen, 1998, 2003 © by Hogrefe • An combination of etic-emic approach to adaptation – Etic : e.g. English, Portugal, Dutch, Denmark – Emic: e.g. French, Spanish
  • 7. The analyses • Testing measurement equivalence – Multi-group exploratory structural equation modelling (ESEM) • Identifying differential item functioning (DIF) – Multiple indicators-multiple causes approach (MIMIC) • Testing measurement equivalence involving emit items – Missing data technique
  • 8. Testing measurement equivalence • Data: German, English, Denmark, Portugal – Equal structure: structural equivalence – Equal loading: metric equivalence – Equal intercept: scalar equivalence
  • 9. Results • Fit indices: – Comparative Fit Index (CFI): >0.95 good fit – The root mean square error of approximation (RMSEA): <0.08 good fit • Structural equivalence: all scales – min CFA=0.956; max RMSEA=0.070 • Metric equivalence: 11/14 scales – min CFA=0.950; max RMSEA=0.060 • Scalar equivalence: none • Partial equivalence: all scales – min CFA=0.950; max RMSEA=0.055
  • 10. Full invariance items Scales Full invariant items Achievement Motivation 5 Power Motivation 3 Leadership Motivation 3 Conscientiousness 3 Flexibility 3 Action Orientation 4 Social Sensitivity 4 Openness to Contact 4 Sociability 3 Team Orientation 2 Assertiveness 3 Emotional Stability 2 Working under Pressure 3 Self confidence 4
  • 11. Differential item functioning • People from different groups with the same underlying ability/trait level have a different probability of endorsing an item • MIMIC approach to DIF detecting – Modelling DIF and latent mean difference simultaneously
  • 12. MIMIC approach to DIF detecting Country Item Item Construct Item Item Item
  • 13. Example • BIP Openness to Contact scale • Portuguese vs. German. Assume no DIF DIF effect modelled Latent mean difference 0.20 0.52 Effect size Small Medium
  • 14. Measurement equivalence involving emic items • Etic vs. Emic — using the “same” items vs. using culturally specific items • How to compare combined etic-emic instruments?
  • 15. Missing data technique • Introducing “imaginary” observed items Country A Country B Common Common item item Common Common item item Common Common item item Construct Construct Emic item A Emic item B Imaginary Imaginary Emic item B Emic item A
  • 16. Example • BIP Flexibility scale: Spanish vs. German – 12 common items – 2 items unique to German version – 1 items unique to Spanish version Model fit CFI: 0.978; RMSEA: 0.046 Latent mean difference 0.10
  • 17. Summary • Measurement equivalence – All BIP scales demonstrated structural invariance – Most scales showed metric invariance – No scales presented scalar invariance – Full invariant items were identified for each scale
  • 18. Implications • Common items make it possible to equate scores across versions in the presence of DIF • Comparing instruments involving emic items is possible and necessary