Skip to main content

Abstract

This chapter explains how exploratory factor analysis (EFA) is used to explore common factors that account for participants’ responses to research instruments, such as Likert-type scale questionnaires and tests. It provides an overview of important aspects, considerations and practical guidelines for conducting EFA. This chapter compares and contrasts some differences and similarities among EFA, confirmatory factor analysis and principal component analysis. Key steps for EFA are presented through the use of IBM SPSS (Statistical Package for Social Sciences).

This is a preview of subscription content, log in via an institution to check access.

Access this chapter

Chapter
USD 29.95
Price excludes VAT (USA)
  • Available as PDF
  • Read on any device
  • Instant download
  • Own it forever
eBook
USD 299.00
Price excludes VAT (USA)
  • Available as EPUB and PDF
  • Read on any device
  • Instant download
  • Own it forever
Softcover Book
USD 379.99
Price excludes VAT (USA)
  • Compact, lightweight edition
  • Dispatched in 3 to 5 business days
  • Free shipping worldwide - see info
Hardcover Book
USD 379.99
Price excludes VAT (USA)
  • Durable hardcover edition
  • Dispatched in 3 to 5 business days
  • Free shipping worldwide - see info

Tax calculation will be finalised at checkout

Purchases are for personal use only

Institutional subscriptions

References

  • Asención-Delaney, Y., & Collentine, J. (2011). A multidimensional analysis of a written L2 Spanish corpus. Applied Linguistics, 32(3), 299–322.

    Article  Google Scholar 

  • Bond, T. G., & Fox, C. M. (2007). Applying the Rasch model: Fundamental measurement in the human sciences (2nd ed.). Mahwah, NJ: Lawrence Erlbaum.

    Google Scholar 

  • Brown, T. A. (2015). Confirmatory factor analysis for applied research (2nd ed.). New York and London: Guilford Press.

    Google Scholar 

  • Cheng, L., Andrews, S., & Yu, Y. (2010). Impact and consequences of school-based assessment (SBA): Students’ and parents’ views of SBA in Hong Kong. Language Testing, 28(2), 221–249.

    Article  Google Scholar 

  • Davis, J. M. (2016). Toward a capacity framework for useful student learning outcomes assessment in college foreign language programs. Modern Language Journal, 100(1), 377–399.

    Article  Google Scholar 

  • DiStefano, C., Zhu, M., & Mîndrilă, D. (2009). Understanding and using factor scores: Considerations for the applied researcher. Practical Assessment, Research & Evaluation, 14(20). Retrieved from http://pareonline.net/getvn.asp?v=14&n=20

  • Dörnyei, Z., & Chan, L. (2013). Motivation and vision: An analysis of future L2 self images, sensory styles, and imagery capacity across two target languages. Language Learning, 63(3), 437–462.

    Article  Google Scholar 

  • Fabrigar, L. R., & Wegener, D. T. (2012). Exploratory factor analysis. Oxford: Oxford University Press.

    Google Scholar 

  • Field, A. (2013). Discovering statistics using IBM SPSS statistics (3rd ed.). Los Angeles: SAGE.

    Google Scholar 

  • Horn, J. L. (1965). A rationale and test for the number of factors in factor analysis. Psychometrika, 30(2), 179–185.

    Article  Google Scholar 

  • Kozaki, Y., & Ross, S. J. (2011). Contextual dynamics in foreign language learning motivation. Language Learning, 61(4), 1328–1354.

    Article  Google Scholar 

  • Ledesma, R. D., & Valero-Mora, P. (2007). Determining the number of factors to retain in EFA: An easy-to-use computer program for carrying out Parallel Analysis. Practical Assessment Research & Evaluation, 12(2). Retrieved from http://pareonline.net/getvn.asp?v=12&n=2

  • Mizumoto, A., & Takeuchi, O. (2011). Adaptation and validation of self-regulating capacity in vocabulary learning scale. Applied Linguistics, 33(1), 83–91.

    Article  Google Scholar 

  • Murray, J. C., Riazi, A. M., & Cross, J. L. (2012). Test candidates’ attitudes and their relationship to demographic and experiential variables: The case of overseas trained teachers in NSW, Australia. Language Testing, 29(4), 577–595.

    Article  Google Scholar 

  • O’Brien, M. G. (2014). L2 learners’ assessments of accentedness, fluency, and comprehensibility of native and nonnative German speech. Language Learning, 64(3), 715–748.

    Article  Google Scholar 

  • 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, Instrumentation, and Computers, 32(3), 396–402.

    Article  Google Scholar 

  • Osborne, J. W. (2014). Best practices in exploratory factor analysis. Lexington, KY: CreateSpace Independent Publishing Platform.

    Google Scholar 

  • Peng, J. E., & Woodrow, L. (2010). Willingness to communicate in English: A model in the Chinese EFL classroom context. Language Learning, 60(4), 834–876.

    Article  Google Scholar 

  • Phakiti, A. (2003a). A closer look at gender differences in strategy use in L2 reading. Language Learning, 53(4), 649–702.

    Article  Google Scholar 

  • Phakiti, A. (2003b). A closer look at the relationship of cognitive and metacognitive strategy use to EFL reading comprehension test performance. Language Testing, 20(1), 26–56.

    Article  Google Scholar 

  • Phakiti, A. (2006). Modeling cognitive and metacognitive strategies and their relationships to EFL reading test performance. Melbourne Papers in Language Testing, 11, 53–102.

    Google Scholar 

  • Plonsky, L., & Gonulal, T. (2015). Methodological synthesis in quantitative L2 research: A review of reviews and a case study of exploratory factor analysis. Language Learning, 65(S1), 9–36.

    Article  Google Scholar 

  • Roever, C., & Phakiti, A. (2018). Quantitative methods for second language research: A problem-solving approach. New York: Routledge.

    Google Scholar 

Download references

Author information

Authors and Affiliations

Authors

Corresponding author

Correspondence to Aek Phakiti .

Editor information

Editors and Affiliations

Copyright information

© 2018 The Author(s)

About this chapter

Cite this chapter

Phakiti, A. (2018). Exploratory Factor Analysis. In: Phakiti, A., De Costa, P., Plonsky, L., Starfield, S. (eds) The Palgrave Handbook of Applied Linguistics Research Methodology. Palgrave Macmillan, London. https://doi.org/10.1057/978-1-137-59900-1_20

Download citation

  • DOI: https://doi.org/10.1057/978-1-137-59900-1_20

  • Publisher Name: Palgrave Macmillan, London

  • Print ISBN: 978-1-137-59899-8

  • Online ISBN: 978-1-137-59900-1

  • eBook Packages: Social SciencesSocial Sciences (R0)

Publish with us

Policies and ethics