Gerbing Updated Paradigm For Scale Development
Gerbing Updated Paradigm For Scale Development
Assessment
Author(s): David W. Gerbing and James C. Anderson
Source: Journal of Marketing Research , May, 1988, Vol. 25, No. 2 (May, 1988), pp. 186-
192
Published by: Sage Publications, Inc. on behalf of American Marketing Association
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The authors outline an updated paradigm for scale development that incorporates
confirmatory factor analysis for the assessment of unidimensionality. Under this par-
adigm, item-total correlations and exploratory factor analysis are used to provide
preliminary scales. The unidimensionality of each scale then is assessed simulta-
neously with confirmatory factor analysis. After unidimensional measurement has
been acceptably achieved, the reliability of each scale is assessed. Additional evi-
dence for construct validity beyond the establishment of unidimensionality then can
be provided by embedding the unidimensional sets of indicators within a nomolog-
ical network defined by the complete structural model.
186
Pii t 2
where i and i' are parallel measures. Unidimensional measures are
more general in that they may have unequal true score variances and
unequal error variances (cf. Joreskog 1971).
This measurement model was chosen to illustrate two with total scores are the best items for a general-purpose
types of violations of multiple-indicator measurement. test" (p. 279). Kline (1983, p. 48, 49) maintains, "The
First, unidimensional measurement for each set of itemsstandard item-analytic method of producing a homoge-
neous test is to correlate each item with the total score
as formalized by a multiple-indicator measurement model
could not be achieved successfully until the items that on the item pool or, if several scales are being consid-
indicate both k, and 2, x4 and x7, are deleted from the ered simultaneously, to correlate each item with their to-
model. Second, deleting these items also means that the tal score." Though both authors recognize problems that
other factors, k3 and 4, are no longer common factors. may arise from an analysis of item-total correlations, they
Once x4 and x7 are removed, neither 63 nor 4 provides do not consider them so great as to diminish the use-
sources of common variance across two or more items, fulness of the analysis. Nunnally prefers the item-total
illustrating that the composition of indicator-specific analysis over alternative analyses such as factor analysis
for scale construction and though Kline (p. 49) recog-
variance is defined in relation to the particular set of in-
dicators in the analysis. The initial common factors k3 nizes the advantage of factor analysis in some situations,
and 4 would be redefined as specific factors that are he concludes that "there is little essential difference be-
tween the methods."
indistinguishable in the resulting factor analysis from the
random error variance of classical test theory (GerbingThe problem is that the item-total method does not
and Anderson 1984; Smith 1974). That is, deleting x4 account for external consistency. By not accounting for
and x7 from the model means that k3 and 4 will con- the relations of the posited alternate indicators with in-
tribute only to the uniquenesses (Harman 1976) of the dicators of different factors, an item-total analysis may
affected indicators, x2 and x9. Related to this, deleting
fail to discriminate between sets of indicators that rep-
resent different, though correlated, factors. This prob-
x4 and x7 means that k3 and 4 contribute only to the vari-
ances of x2 and x,. lem can be explicated within the context of multiple-in-
Using the product rules for internal consistency and dicator measurement models. Though an indicator, x, that
external consistency, in conjunction with the specified is consistent with a multiple-indicator measurement model
parameter values, we generated the population item cor-will correlate more highly with its own factor, k, than
relation matrix in Table 1 from the model in Figure 1. with another factor, k*, if the factors k and t* are highly
A preliminary examination of the patterning of the cor- correlated, then the correlation of x with the other factor,
relations, without knowledge of the underlying structure, Pxk*, may be substantial. Let C represent a composite
is consistent with the hypothesis that the 10 items po- arbitrarily formed by combining items that represent in-
dicators of distinct, though correlated, factors k and k*.
tentially could represent two distinct scales. The first five
indicators all correlate .61 with one another, as do theThe correlation of each factor with this composite, Ptc
last five indicators. The mean correlation between the and tktc, would also be high. As the following equation
indicators in these two sets is only .19. demonstrates, indicators from different factors as spec-
ified by the true underlying multiple-indicator measure-
Item-Total Correlations
ment model, especially indicators that are highly related
The use of item-total correlations in the construction to their own factor, may correlate highly with the arbi-
of unidimensional scales has been long advocated. Fortrarily formed composite:
example, Nunnally (1978, p. 274) first establishes the
need for unidimensionality by stating, "Items within a(4) PxC = PxkPkc-
measure are useful only to the extent that they share a As a specific example, consider falsely combin
common core-the attribute which is to be measured," 10 items whose correlations appear in Table 1 into
but then writes, ". . . the items that correlate most highlygle scale. For these data, the correlations of eac
Table 1
AN ILLUSTRATIVE CORRELATION MATRIX
Item 1 2 3 4 5 6 7 8 9 10
1 1.00 .61 .61 .61 .61 .18 .10 .18 .18 .18
2 .61 1.00 .61 .61 .61 .18 .48 .18 .18 .18
3 .61 .61 1.00 .61 .61 .18 .10 .18 .18 .18
4 .61 .61 .61 1.00 .61 .10 .01 .10 .48 .10
5 .61 .61 .61 .61 1.00 .18 .10 .18 .18 .18
6 .18 .18 .18 .10 .18 1.00 .61 .61 .61 .61
7 .10 .48 .10 .01 .10 .61 1.00 .61 .61 .61
8 .18 .18 .18 .10 .18 .61 .61 1.00 .61 .61
9 .18 .18 .18 .48 .18 .61 .61 .61 1.00 .61
10 .18 .18 .18 .10 .18 .61 .61 .61 .61 1.00
ZE
j#k
p(xjx,) + p
(5) ? =
1 + (p - 1)F Heise and Bohrnstedt (1970) developed the same formula from a path
where f represents the average off-diagonal correlation. analytic context in which they proposed using factor analysis to es-
Hence, regardless of the dimensionality of the scale, its timate the item communalities and then, in turn, using these com-
munality estimates as approximations of the item reliabilities. The re-
reliability tends to increase as the average off-diagonal sulting expression was called coefficient omega, which also will
item correlation increases and/or the number of items underestimate reliability to the extent that item-specific variance is
increases. nonzero, though the underestimation will not be as large.