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D. Betsy McCoach Robert K. Gable John P. Madura Instrument Development in the Affective Domain School and Corporate Applications 3rd Edition Instrument Development in the Affective Domain D. Betsy McCoach Robert K. Gable • John P. Madura Instrument Development in the Affective Domain School and Corporate Applications Third Edition 123 D.BetsyMcCoach RobertK.Gable JohnP.Madura Alan ShawnFeinstein Graduate School Department of Educational Psychology Johnson&Wales University Universityof Connecticut Providence,RI Storrs,CT USA USA ISBN 978-1-4614-7134-9 ISBN 978-1-4614-7135-6 (eBook) DOI 10.1007/978-1-4614-7135-6 SpringerNewYorkHeidelbergDordrechtLondon LibraryofCongressControlNumber:2013934719 (cid:2)SpringerScience?BusinessMediaNewYork2013 Thisworkissubjecttocopyright.AllrightsarereservedbythePublisher,whetherthewholeorpartof the material is concerned, specifically the rights of translation, reprinting, reuse of illustrations, recitation,broadcasting,reproductiononmicrofilmsorinanyotherphysicalway,andtransmissionor informationstorageandretrieval,electronicadaptation,computersoftware,orbysimilarordissimilar methodology now known or hereafter developed. Exempted from this legal reservation are brief excerpts in connection with reviews or scholarly analysis or material supplied specifically for the purposeofbeingenteredandexecutedonacomputersystem,forexclusiveusebythepurchaserofthe work. Duplication of this publication or parts thereof is permitted only under the provisions of theCopyright Law of the Publisher’s location, in its current version, and permission for use must always be obtained from Springer. Permissions for use may be obtained through RightsLink at the CopyrightClearanceCenter.ViolationsareliabletoprosecutionundertherespectiveCopyrightLaw. The use of general descriptive names, registered names, trademarks, service marks, etc. in this publicationdoesnotimply,evenintheabsenceofaspecificstatement,thatsuchnamesareexempt fromtherelevantprotectivelawsandregulationsandthereforefreeforgeneraluse. While the advice and information in this book are believed to be true and accurate at the date of publication,neithertheauthorsnortheeditorsnorthepublishercanacceptanylegalresponsibilityfor anyerrorsoromissionsthatmaybemade.Thepublishermakesnowarranty,expressorimplied,with respecttothematerialcontainedherein. Printedonacid-freepaper SpringerispartofSpringerScience+BusinessMedia(www.springer.com) To my Siegles: Del, Jessica, and Del D. B. M. To my loving wife and family: Kathe, Rick, and Kathe R. K. G. To Whitney, Ethan (JEM) and Maeve (Maeveen) J. P. M. Foreword Therehasbeenlongstandinginterestinaffectivecharacteristicsinbotheducational and corporate environments. While each domain has produced its own set of theoristsandresearchers,theworkofsome,suchasBandura,hasfoundaplacein theliteratureofbothareas.Ineachofthesesettings,theoristsandresearchershave agreed on the causal connections between such constructs as self-efficacy and perceived satisfactionand success,whetherthat successis measured by academic achievement or corporate quality and performance resulting in profitability. Along with this interest, comes the need for the development of valid and reliable instruments to assess affective characteristics. It is clear that no matter whether your interest lies in the relationship between self-efficacy and academic success or employee satisfaction and corporate success, it is essential that the instrumentsusedbecarefullydesignedandtestedtoassurethattheyaremeasuring what they are intended to measure in a consistent manner. This work offers the theoretical perspective, modern psychometric techniques, real examples, and data needed to enable the instrument developer to produce such valid and reliable instruments. While the development process changes very little as one goes from the edu- cationaltothecorporatedomain,theinclusioninthiseditionofspecificcorporate- based theories and research examples as a complement to the academic-based examples greatly enhances the relevance of this book for those of us concerned with the effects of affective variables in the workplace. For anyone involved with thedevelopmentofinstrumentstomeasurethesevariables,thisbookshouldprove a necessary resource. With today’s emphasis on quality, this book provides the road map and background to accomplish measurement with the certitude that quality demands. Joseph W. Keilty Former Executive, Vice-President Quality and Human Resources American Express Company vii Preface Over 20 years ago, Bob Gable (and Marian Wolf) authored the second edition of Instrument Development in the Affective Domain, and it quickly became a cherishedbookforresearchersineducation,business,andthesocialscienceswho needed to create multi-item self-report instruments. Five years later, a much youngerBetsyMcCoachenrolledinBobGable’sinstrumentdesigncourse,andit changed her life forever. Falling in love with latent variables and structural equation modeling in the fall (thanks to Dave Kenny) and the measurement of affective constructs in the spring (thanks to Bob Gable!), Betsy spent 15 years engaging in teaching, researching, and applying these techniques to the develop- ment of affective instruments. After Bob Gable retired from the University of Connecticut, Betsy continued to teach his legendary instrument design course, each year adding additional material (much to the dismay of her graduate stu- dents!). The revision of this book grew out of Betsy and Bob’s respective instrumentdesigncoursesandprojectsoverthelastdecade,andBetsywasthrilled when Bob agreed to collaborate on a long overdue revision of the classic. In the spring of 2011, a first year graduate student entered Betsy’s instrument design class,justasshehadenteredBob’sclassadozenyearsbefore.Johndevelopedthe samepassionforlatentvariablesandinstrumentationthatBobandBetsyhad,and soon after, he became the third of the collaborators on this new edition of InstrumentDevelopmentintheAffectiveDomain.Thus,thisbookrepresentsthree generations of Instrument Design: a professor, her mentor, and her mentee. Our goal was to capture some of the magic of the instrument design course and package it, with the hope that it will inspire you, the reader, to engage in the instrumentdesignjourneywiththepassionanddedicationthatwefeeltowardthe subject. Instrumentdesignisbothartandscience,bothqualitativeandquantitative,both conceptual and methodological, both holistic and technical, driven by both sub- stantivetheoriesandempiricaloutcomes.Itisthisdualismthatmakesthestudyof affectiveinstrumentdesignsuchanexcitingandrewardingarea,andwehavetried to capture this dualism within this text. The first three chapters are quite con- ceptual; the following four chapters are more methodological. However, throughout the book, we have maintained a very applied, very conceptual orien- tationtothematerial.Therefore,thebookrequireslittleprerequisiteknowledgein ix x Preface statistics, although a healthy grasp of correlation and regression would certainly aid students’ grasp of the contents in Chaps. 4–7. This book is designed for use in graduate coursework in instrument design in the affective domain or as a stand-alone guide for a researcher or evaluator who needstodevelopmulti-itemscalestomeasureaffectivetraits.Giventhat20years have elapsed since the second edition of this book, this version represents a completerevisionofthetext.Chapter1providesabriefconceptualintroductionto theaffectivedomain.Chapter2presentsanoverviewofmeasurement,scaling,and itemwritingtechniques.Chapter3introducestheconceptofvalidityanddiscusses issues related to collecting validity evidence-based on the content of the instru- ment. Chapter 4 introduces the reader to exploratory and confirmatory factor analyzes as analytic methods to probe the internal structure of the instrument. Chapter 5 presents latent class analysis, Item Response Theory, and Rasch Mod- elingasadditionalmethodsforexaminingtheinternalstructureoftheinstrument. Chapter 5 also includes an introduction to measurement invariance. Chapter 6 discussesavarietyofwaystobuttressthevalidityargumentfortheinstrumentby examining relations to external variables. Chapter 7 focuses on issues related to reliability. Finally, Chap. 8 concludes with a summary of the major steps in the instrument design process. Thebookoutlinesasystematicapproachtotackletheinstrumentdesignprocess and provides guidance on most aspects of the process. We hope that this book provides guidance and inspiration, but no one text can cover all topics related to instrumentdesigninacompletelycomprehensivefashion.Thus,inthatsense,this is an introductory text for a multi-faceted topic, rather than an encyclopedic volume on all topics related to this area. Our greatest wish is that you fall in love withinstrumentdesignthewaythatwehaveandthatfindtheprocessandthebook enjoyable as well as informative. D. Betsy McCoach Robert K. Gable John P. Madura Acknowledgments There are so many people who have helped make this book possible. First, we want to thank Glen Davenport, Sarah Newton, and Kristyn Michaud, who all provided much needed editorial assistance. We also want to thank Mariya YukymenkoandMelissaEastwood,whohelpedgathertheliteraturefortheupdate andJessicaGoldstein,whohelpedtodevelopsomeofthematerialonLatentClass Analysisthatweuseinthisbook.Thank youtotheUniversityofConnecticutfor granting the first author a sabbatical leave in the Spring of 2010 to work on the manuscript. Thank you also to the National Research Center on the Gifted and Talented for supporting the first author throughout this process. Of course, all opinionscontainedinthebookrepresentourown,andareinnowayrepresentative of the NRCGT, IES, or the Department of Education. However, the support that theyprovidedduringthisprocesswasinvaluable.Thanksalsotoourcolleaguesat the University of Connecticut- Megan Welsh, Chris Rhoads, Swami, and Jane Rogers and all of the graduate students in the Measurement, Evaluation, and Assessment program for their support throughout the process. Thank you to the bestDepartmentChairanEducationalPsychologyDepartmentcouldeverhave— Del Siegle, for his professional and personal support. We (especially the first author) could not ask for a better Chair and boss! We are also indebted to the hundreds of students who have taken instrument design courses at the University ofConnecticutoverthelast20years.Theirworkhasbothfueledandinformedthis revision. Thank you to Rachel McAnallen for allowing us to use an adapted version of her data for our factor analysis examples. We wish to thank our families, who sacrificed a great deal for the sake of this book.Countlessearlymorningsandweekendsattheofficehavemade‘‘thebook’’ alegendaryandmythicalcreatureatthefirstauthor’shouse,secondonlytoSanta Claus. In particular, the first author wishes to acknowledge the efforts of her husbandDel,whobecameasingleparentinthemorningsforthesakeofthebook, anevenmoreheroicactgiventhathehasbooksofhisowntopen.Shealsowishes to thank Jessica, Del, Mom, Melissa, Nikki, Susannah, Catherine, Ann, Dave, Brandi, Megan, Mike C., John S., and everyone else who provided physical xi xii Acknowledgments andmoralsupportthroughoutthisprocess.Finally,shewishestothankSallyReis, her major advisor, who has provided invaluable mentorship, both academically and personally, and who serves as her role model for pursuing a successful aca- demic career as a mother.

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