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Latent Variable Research |
Updated 5/15/13 (Previous updates 2/12/13, 1/21/13,
12/26/12, 9/17/12, 5/10/12, 3/6/12, 2/6/12, 9/19/11,
8/22/11,3/21/11, 1/11/11, 11/18/10, 9/2/10,
6/24/10, 6/9/10, 1/27/10, 11/23/09,
11/10/09, 9/5/09, 8/26/09, 5/12/09, 4/3/09, 3/28/09,
2/9/09, 9/6/08, 7/21/08, 4/23/08, 1/30/08, 1/14/08,
10/25/07, 7/14/07, 6/14/07, 4/26/07, 2/3/07,
12/11/06, 11/29/06, 5/12/06, 2/22/06, 1/30/06,
12/11/05, 10/6/05, 7/12/05, 5/23/05, 10/5/04,
5/13/04, 2/26/04, 2/11/04, 10/20/03, 9/28/03,
5/23/03, 3/23/03, 2/14/03, 1/27/03, 9/18/02,
7/17/02, 5/6/02, 3/6/02, 10/03/01.) (Displays best with Microsoft IE and Mozilla Firefox) |
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FOREWORD--This web site contains research on o Latent variables (LV's), and LV interactions (e.g., XZ) and quadratics o Testing these models. It is intended for Ph.D. students and researchers who are somewhat familiar with LV's NEWS: "Workarounds" for an unbiased estimate of an "endogenous" interaction or quadratic An annotated suggested format for substantive papers that may reduce the likelihood Specifications for an interaction form other than XZ are available by e-mail. This may
not sound like much, but XZ is not the only form an interaction can take--
X/Z and XZ2 are also interactions. So, a nonsignificant XZ may not mean an
hypothesized moderation (interaction) is disconfirmed.
Specifically, if the XZ-->Y association is NS there still may be a significant
interaction--it just doesn't have the form "X times Z". Experience suggests
that X/Z, XZ2 or other interaction forms may be significant when the XZ
is not.
Comments on the use of regression to test an hypothesized interaction are available.
(Please see "Why are reviewers complaining about the use of moderated multiple
regression in my paper? in Questions of the Moment.)
The suggestions for estimating an endogenous interaction have changed. An EXCEL A web site relocation has obsoleted citations on this web site (and published
papers) that reference http://home.att.net/~rpingjr/... Since that internet address no
longer exists, these citations should be changed to http://www.wright.edu/~rpingjr/...
Coming Attractions: o Suggestions regarding reviewer comments about "Implications," and "(Management) o An EXCEL template that provides a simple and straightforward tabular interpretation Recent Additions and Changes in this Web Page (indicated by "New," "Revised" or "Updated" below): o Suggestions for estimating a mixed SEM model with the customary "Reflective" |
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All the material on this web site is copyrighted, but you may save it and print it out. My only request is that you please cite any material that is helpful to you, either as a "book" (the APA citation for this website as a "book" is Ping, R.A. (2001). "Latent Variable Research." [on-line paper]. http://www.wright.edu/~robert.ping/research1.htm.), or using the individual citations for each of the papers, EXCEL templates, monographs, etc. shown below. Don't forget to Refresh: If you have visited this web site before, and the latest
"Updated" date (at the top of the page) seems old, or, if you are actively
estimating an interaction, etc., you may want to click on your browser's
"Refresh" or "Reload" button on the browser toolbar (above) to view the current
version of this web page.
In adddition, many of the links on this web site are in Microsoft WORD.
If you have viewed one or more of them before, the procedure to view the latest
(refreshed) version of them is tedious ("Refresh" does not work for Word documents
on the web). With my apologies for the tediousness, to refresh any (and all) Word
documents in Internet Explorer, please click on "Tools" on the browser toolbar
Your questions are encouraged; just send an e-mail to rping@wright.edu. Don't A Table of Contents or Index to this website is not available. With my apologies, |
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INTRODUCTION |
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| Please Note: If you
are estimating an interaction involving one or
more endogenous variables please click here--things
are different in this case.
ALSO, please remember that interactions and quadratics should be hypothesized before data is ever collected. Please be aware that the only situations where one should search for significant interactions or quadratics after the data is collected are: 1) when one wishes
to explain a non-significant (NS) model association 2) where one
wishes to investigate an important significant
association(s) to see In the first case, any significant "suppressor" interaction XZ or quadratic ZZ could be offered as a possible explanation for the NS Z-->Y association in the Discussion section of the paper. In the second case, any significant conditional (moderated) association could be the basis for noting that the significant Z-->Y association was "supported" only for some levels of X in the study (see "Interpreting Latent Variable Interactions" in the SELECTED PAPERS...section below). Any of these moderated Z-->Y association(s) discovered after the fact could be hypothesized in the Discussion section, for testing in a follow-up study, or replication (to investigate whether or not the "after-the-fact" moderation simply was significant by chance in the present study) (see "Hypothesized Associations and Unmodeled Latent Variable Interactions/Quadratics: An F-Test..." in the SELECTED PAPERS...section below for more). In absence of situations 1 or 2 above, hunting for significant interactions or quadratics, that were not hypothesized before the data was collected is considered "poor science." It can tempt one to add an interaction or quadratic hypothesis to the body of the paper as though it were hypothesized before the data was collected. This changes a confirmatory study into an exploratory study. Specifically, adding an interaction or quadratic that was discovered after the fact, changes one's "hypotheses-before-first-test" model-test (confirmatory) study into an exploratory study where part of the model was unknown before data collection. Again, the proper approach is to put any interaction(s)/quadratic(s) discovered after the data was collected in the Discussion section, noting that they were discovered after the data was colected, and arguing for their disconfirmation in the next study. |
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| Questions of the Moment | ||||||||||||
| "What about the alternative specifications for a Latent Variable (LV) interaction?" | ||||||||||||
| An informal
review in 2005 of substantive Social Science journal
articles written since Kenny and Judd's (1984)
seminal proposal for specifying LV interactions
and quadratics found that the most frequently
encountered specifications for LV interactions in
substantive articles were: Jaccard and Wan (1995)
(which specifies a 4-product-indicator subset1
of the Kenny and Judd interaction (product) indicators
to avoid the model-to-data fit problems that occur
when all of the Kenny and Judd indicators are
specified--46 citations); Mathieu, Tannenbaum
and Salas (1992) (which has not been formally
evaluated for possible bias and inefficiency (see
Cortina, Chen and Dunlap 2001 for
other difficulties)--51 citations); and Ping
(1995) (41 citations). (See FAQ's A, B and C
in the Frequently Asked Questions
section below for more.) ______________ 1 Unfortunately, in theoretical model tests, deleting ("weeding" out) all but 4 of the Kenny and Judd product indicators to attain model-to-data fit raises many questions, including, what is the reliability and validity of the resulting 4-item interaction or quadratic? Reliability is necessary for the validity of all the LV's in a model, but the reliability of an interaction specified with nearly all of its indicators absent is unknown. (The formula for the reliability of the interaction of X and Z assumes XZ is operationally (unweeded) X times (unweeded) Z.) The face- or content-validity of a 4-item interaction or quadratic also is questionable--if nearly all the indicators of X and Z are not represented in the itemization XZ, is XZ still the LV (unweeded) X times (unweeded) Z?. Further, it is easy to show that in real-world data a weeded XZ's structural coefficient varies with its indicators. Unfortunately, the "best" set of four indicators is unknown. Finally, an interaction with weeded Kenny and Judd product indicators cannot be "factored" to produce detailed interpretation because XZ is no longer (unweeded) X times (unweeded) Z. |
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"Is there an example that shows all the steps
involved in estimating a latent variable
interaction/quadratic?"
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| (Re- vis- ed) |
"How does one estimate (truly) categorical variables in a model with LV's?" | |||||||||||
| In the popular structural equation analysis modeling (SEM) software (e.g., LISREL, EQS, Amos, etc.), the term "categorical variable" usually means an ordinal variable (e.g., an attitude measured by Likert scales), rather than a "truly" categorical (i.e., nominal) variable (e.g., Marital Status, with the categories Single, Married, Divorced, etc.), and typically there is no provision for "truly" categorical variables. In regression, a (truly) categorical variable is estimated using "dummy" variables with regression through the origin, but a similar approach currently is not available using the popular SEM software. However, a "mixed SEM" approach for estimating categorical variables and LV's with their measurement errors is available here. | ||||||||||||
| "Why are reviewers
complaining about the use of moderated multiple
regression in my paper?" (Please click here for comments on this matter.) |
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"How should PRELIS or similar "preprocessor"
software be used with LISREL, EQS, AMOS, etc.
to create interactions/quadratics?" |
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| "Why should Applied
Researchers be interested
in interactions/quadratics?" |
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Contrary to customary
practice, interactions and quadratics also may
be important in applied
model-building/research--model building in
econometrics, epidemiology, market response models,
biostatistics, etc.--not to explain additional
variance in a target variable, but to better
understand, explain and predict important
relationships in the model. |
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| "Is there any way to improve Reliability or Average Variance Extracted (AVE) in an interaction?" | ||||||||||||
| Please see the comments below in, "Is there any way to improve Average Variance Extracted (AVE) in a Latent Variable X?" (Interaction/quadratic reliability and AVE are improved by improving reliability and AVE in X and Z.) | ||||||||||||
| "When theory proposes that Z moderates the X-->Y association, but theory is mute about a Z-->Y association, why does one still include the Z-->Y association, in addition to the X-->Y and XZ-->Y associations, in the model?" | ||||||||||||
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Excluding the
Z-->Y (or the X-->Y) association when
XZ-->Y is hypothesized to be significant, biases
all structural coefficients and standard errors in
the proposed model EVEN WHEN THE Z-Y ASSOCIATION
SHOULD NOT EXIST IN THE POPULATION. |
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"How is a cubic latent variable (LV)
estimated?" |
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| Please see the paper on estimating a LV cubic in the SELECTED PAPERS... section (below). The "EXCEL templates..." section (below) also includes a template to assist in calculating LV cubic loadings, error variances, etc. | ||||||||||||
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"Why is my hypothesized interaction or
quadratic nonsignificant?" |
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"Is there any way to improve Average
Variance Extracted (AVE) in a Latent Variable
X?" |
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"Is there any way to speed up "item weeding"
to find a set of items in a multi-item measure
that fits the data?" |
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| "How
might a 'mixed interaction' XZ, where X is a
manifest/observed/continuous/single-indicator,
etc. variable (not a latent variable), be
estimated?" (Please click here for suggestions.) |
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| "Why
is my hypothesized interaction significant
using a 'median split' of the data, or a '2-group
analysis,' but not significant
when specified in my model?"
(Please click here for comments on this subject.) |
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| "Why
are most (or all) of my hypothesized interactions not
significant?" (Please click here for more on this matter.) |
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| "What
is the Average Variance Extracted (AVE) for
a Latent Variable Interaction (or
Quadratic)?" (Please click here for comments on this topic, then please e-mail me--I have more suggestions.) |
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| "What
is the 'validity' of a Latent Variable
Interaction (or Quadratic)?" (Please click here for more on this subject.) |
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| "How does one remedy a "not Positive
Definite" message?" (Please click here for suggestions.) |
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| "Why are reviewers
complaining about the use of PLS in my paper?" (Please click here for comments on this topic.) |
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| (N e w) |
"How
are "Formative" (indicators-pointing-to) Latent
Variables estimated with LISREL, EQS, AMOS, etc.?" |
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This may seem
uninteresting--formative variables are rare in the
Social Sciences. But, a formative re-specification
of a difficult measure (e.g., one with inadequate
AVE, excessive weeding was required to attain
model-to-data fit and it could now be judged to be
face invalid, it has unacceptable discriminant
validity, etc.) may be the only alternative
to abandoning the measure. |
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| Frequently Asked Questions | ||||||||||||
(CLICK ON A RED DOT) |
about Latent Variable Interactions and Quadratics in survey data E.g., The answer to FAQ D, "How does one test hypothesized interactions or quadratics?" contains step-by-step instructions for Ph.D. students, and |
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EXCEL TEMPLATES |
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Spreadsheets for expediting the specification of Latent Variable Interactions, Quadratics and cubics; for "weeding" measures to attain model fit; for Latent Variable Regression, etc. |
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(CLICK ON A RED DOT) |
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| BIBLIOGRAPHY | ||||||||||||
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ON-LINE MONOGRAPHS |
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(CLICK ON A RED DOT) |
LATENT VARIABLE INTERACTIONS AND QUADRATICS IN SURVEY DATA: A SOURCE BOOK FOR THEORETICAL MODEL TESTING (2nd Edition) About Latent Variable Interactions and Quadratics, and their estimation, with examples. Potentially of interest to Ph.D. students and researchers who conduct or teach theoretical model (hypothesis) testing using survey data. It includes a "fast start" section on estimating a latent variable interaction, a section on estimating multiple interactions and quadratics, how to interpret a significant interaction or quadratic, and pedagogical examples (232 pp.). The APA citation for this on-line monograph is Ping, R.A. (2003). Latent variable interactions and quadratics in survey data: a source book for theoretical model testing, 2nd edition. [on-line monograph]. http://www.wright.edu/~robert.ping/intquad2/ toc2.htm. |
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TESTING LATENT VARIABLE MODELS WITH SURVEY DATA (2nd Edition) About the results of a large study of
theoretical model (hypothesis) testing practices
using survey data, with critical analyses,
suggestions and examples. Potentially of interest to
Ph.D. students and researchers who conduct or teach
theoretical model testing using survey data. Its
contents include the six steps in theoretical model
(hypothesis) testing using survey data; scenario
analysis; alternatives to dropping items to attain
model-to-data fit; inadmissible solutions with
remedies; interactions and quadratics; and
pedagogical examples (177 pp.). The APA citation for this on-line monograph is Ping, R.A. (2004). Testing latent variable models with survey data, 2nd edition. [on-line monograph]. http://www.wright.edu/~robert.ping/lv1/toc1.htm . |
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SELECTED PAPERS ON LATENT VARIABLES, AND THEIR INTERACTIONS AND QUADRATICS |
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(CLICK ON A RED DOT) |
"Notes on 'Used Data'--Reusing a Data Set to Create A Second |
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"But what about Categorical (Nominal) Variables in Latent Variable Models?" |
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"Interactions May Be the Rule Rather than the Exception, But...: A Note on Issues in Estimating Interactions in Theoretical Model Tests" (An earlier version of Ping 2008, Am. Mktng. Assoc. (Summer) Educators� Conf. Proc.). The paper critically addresses theory-testing questions on conceptualizing, estimating and interpreting interactions in survey data. For example, (before data is collected) what |
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"On the Maximum of About Six Indicators per Latent Variable with Real-World Data." (An earlier version of Ping 2008, Am. Mktng. Assoc. (Winter) Educators� Conf. Proc.). The paper suggests an explanation and remedies for the puzzling result that Latent Variables in theoretical model testing articles have a maximum of about 6 indicators. |
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"Second-Order Latent Variable Interactions, and Second-Order Latent Variables." (An earlier version of Ping 2007, Am. Mktng. Assoc. (Winter) Educators� Conf. Proc.). The paper proposes several specifications for a Second-Order Latent Variable interaction. |
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"Notes on Estimating Cubics and other 'Powered' Latent Variables." (An earlier version of Ping 2007, Am. Mktng. Assoc. (Summer) Educators� Conf. Proc.). The paper discusses "satiation" and "diminishing returns," infrequently explored topics in theoretical model tests, and a Latent Variable (LV) that is related to a quadratic, a cubic. The paper suggests a specification for this difficult-to-specify LV. |
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"Estimating Latent Variable Interactions and Quadratics: Examples,
Suggestions and Needed Research" (An earlier version of Ping 1998, in
Interaction..., revised December 2006).
The paper provides estimation examples, including LISREL and EQS code. The revision
also corrects several errors.
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"Pseudo Latent Variable Regression: an Accessible Estimation Technique for Latent Variable Interactions," (An earlier version of Ping 2003, 2003 Acad. of Mktng. Sci. Conf. Proc., Miami: Acad. of Mktng Sci., revised October, 2003). The paper proposes a reliability-based regression estimator for Latent Variable
Interactions and Quadratics.
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"Improving the Detection of Interactions in Selling and Sales Management Research" (An earlier version of Ping 1996, J. of Personal Selling and Sales Mgt., revised October 2003). Using Monte Carlo simulations, the paper evaluates non-structural equation analysis approaches to detecting a Latent Variable Interaction such as median splits. |
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"Interpreting Latent Variable Interactions" (An earlier version of Ping 2002, Am. Mktng. Assoc. (Winter) Educators� Conf. Proc., revised June 2002). The paper suggests an approach to developing detailed interpretation of a significant Latent Variable Interaction or Quadratic that reveals the regions of the domain of a moderated variable where it is significant and non significant. |
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"A Parsimonious Estimating Technique for Interaction and Quadratic Latent Variables" (An earlier version of Ping 1995, JMR, revised July 2001). The paper proposes a single indicator specification for Latent Variable Interactions and Quadratics that addresses the model-to-data fit problem associated with specifying these variables in real-world data without omitting interaction items and thus impairing reliability and validity; the proposed specification can be used with LISREL, EQS, AMOS, CALIS, etc. |
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"Latent Variable Interaction and Quadratic Effect Estimation: A Two-step Technique Using Structural Equation Analysis" (An earlier version of Ping 1996, Psych. Bull., revised July 2001). The paper proposes a "2-step" Kenny and Judd (1984) estimation approach for Latent Variable Interactions and Quadratics with LISREL, EQS, AMOS, CALIS, etc. This approach is useful with a consistent subset of product indicators (see Chapter VIII.--SxA Unidimensionalization, in the monograph, LATENT VARIABLE INTERACTIONS... above), and other subset itemizations, with software that does not permit direct estimation (e.g., EQS, AMOS, etc.). |
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"Latent Variable Regression: A Technique for Estimating Interaction and Quadratic Coefficients" (An earlier version of Ping 1996, Multiv. Behav. Res., revised July 2001). The paper proposes a measurement-error-adjusted regression technique for Latent Variables, including Interactions and Quadratics (the Standard Error is explained in the paper below, "A Suggested Standard Error..."). This approach is useful in situations where regression is valuable. These situations include (applied) model building (e.g., in market research, econometrics, epidemiology, biostatistics, etc.) where many candidate models are estimated using easily implemented "stepwise" and "backward elimination" procedures to determine the model that "best fits" the calibration data; and, theoretical model (hypothesis) testing of a model that combines nominal (categorical) variables with other latent variables. |
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"A Suggested Standard Error for Interaction Coefficients in Latent Variable Regression" (An earlier version of Ping 2001, Acad. Mktng. Sci. Proc., revised September 2001). The paper suggests a Standard Error term for Latent Variable Regression (see above). |
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| WORKING PAPERS MENTIONED ELSEWHERE ON THE WEB SITE | ||||||||||||
(CLICK ON THE RED DOT) |
"Hypothesized Associations and Unmodeled Latent Variable Interactions/ Quadratics: An F-Test, Lubinski and Humphreys Sets, and Shortcuts Using Reliability Loadings." The paper proposes an approach to post-hoc probing for Latent Variable Interactions and Quadratics in order to explain a non significant hypothesized association. The APA citation for this on-line paper is Ping, R.A. (2006). "Hypothesized Associations and Unmodeled Latent Variable Interactions/Quadratics: An F-Test, Lubinski and Humphreys Sets, and Shortcuts Using Reliability Loadings." [on-line paper]. http://www.wright.edu/~robert.ping/Ftest10.doc . |
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Copyright (c) Robert Ping 2001-2013 |
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