diff --git a/joss.06523/10.21105.joss.06523.crossref.xml b/joss.06523/10.21105.joss.06523.crossref.xml new file mode 100644 index 0000000000..396d7c0c1e --- /dev/null +++ b/joss.06523/10.21105.joss.06523.crossref.xml @@ -0,0 +1,271 @@ + + + + 20240715172512-511b61703581a4ba84688a1efa5fe3f8a1970632 + 20240715172512 + + JOSS Admin + admin@theoj.org + + The Open Journal + + + + + Journal of Open Source Software + JOSS + 2475-9066 + + 10.21105/joss + https://joss.theoj.org + + + + + 07 + 2024 + + + 9 + + 99 + + + + D3mirt: Descriptive Three-Dimensional Multidimensional +Item Response Theory for R + + + + Erik + Forsberg + https://orcid.org/0000-0002-5228-9729 + + + + 07 + 15 + 2024 + + + 6523 + + + 10.21105/joss.06523 + + + http://creativecommons.org/licenses/by/4.0/ + http://creativecommons.org/licenses/by/4.0/ + http://creativecommons.org/licenses/by/4.0/ + + + + Software archive + 10.17605/OSF.IO/ZEFGW + + + GitHub review issue + https://github.com/openjournals/joss-reviews/issues/6523 + + + + 10.21105/joss.06523 + https://joss.theoj.org/papers/10.21105/joss.06523 + + + https://joss.theoj.org/papers/10.21105/joss.06523.pdf + + + + + + mirt: A Multidimensional Item Response Theory +Package for the R Environment + Chalmers + Journal of Statistical +Software + 6 + 48 + 10.18637/jss.v048.i06 + 2012 + Chalmers, R. P. (2012). mirt: A +Multidimensional Item Response Theory Package for the R Environment. +Journal of Statistical Software, 48(6), 1–29. +https://doi.org/10.18637/jss.v048.i06 + + + plink: An R Package for Linking Mixed-Format +Tests Using IRT-Based Methods + Weeks + Journal of Statistical +Software + 12 + 35 + 10.18637/jss.v035.i12 + 2010 + Weeks, J. P. (2010). plink: An R +Package for Linking Mixed-Format Tests Using IRT-Based Methods. Journal +of Statistical Software, 35(12), 1–33. +https://doi.org/10.18637/jss.v035.i12 + + + flexMIRT user’s manual version 3.52: Flexible +multilevel multidimensional item analysis and test +scoring + Houts + 2020 + Houts, C. R., & Cai, L. (2020). +flexMIRT user’s manual version 3.52: Flexible multilevel +multidimensional item analysis and test scoring. Vector Psychometric +Group. + + + IRTPRO for Windows + Thissen + 2011 + Thissen, C. L., & du Toit, S. H. +C. (2011). IRTPRO for Windows. Scientific Software +International. + + + Mathematica, Version 13.3 + Mathematica + 2023 + Mathematica. (2023). Mathematica, +Version 13.3. Wolfram Research Inc. +https://www.wolfram.com/mathematica + + + MATLAB Version: 9.13.0 +(R2022b) + MATLAB + 2022 + MATLAB. (2022). MATLAB Version: +9.13.0 (R2022b). The MathWorks Inc. +https://www.mathworks.com + + + Mplus User’s Guide. Eight +Edition + Muthén + Muthén, L. K., & Muthén, B. O. +(1998-2017). Mplus User’s Guide. Eight Edition. Muthén & Muthén. +https://www.statmodel.com + + + A Validation Study of the Extended Relevance +Scale using the D3mirt Package for R + Forsberg + Measurement: Interdisciplinary Research and +Perspectives + 10.1080/15366367.2023.2282418 + 2024 + Forsberg, E., & Sjöberg, A. +(2024). A Validation Study of the Extended Relevance Scale using the +D3mirt Package for R. Measurement: Interdisciplinary Research and +Perspectives, 1–23. +https://doi.org/10.1080/15366367.2023.2282418 + + + Rgl: 3D visualization using +OpenGL + Adler + 10.32614/CRAN.package.rgl + 2023 + Adler, D., & Murdoch, D. (2023). +Rgl: 3D visualization using OpenGL. +https://doi.org/10.32614/CRAN.package.rgl + + + Fundamentals of item response +theory + Hambleton + 1991 + Hambleton, S., R. K., & Rogers, +H. J. (1991). Fundamentals of item response theory. SAGE +Publications. + + + Full-information factor analysis for +polytomous item responses + Muraki + Applied Psychological +Measurement + 19 + 1 + 10.1177/014662169501900109 + 1995 + Muraki, E., & Carlson, J. E. +(1995). Full-information factor analysis for polytomous item responses. +Applied Psychological Measurement, 1(19), 73–90. +https://doi.org/10.1177/014662169501900109 + + + An extension of the two-parameter logistic +model to the multidimensional latent space + McKinley + 1983 + McKinley, R. L., & Reckase, M. D. +(1983). An extension of the two-parameter logistic model to the +multidimensional latent space (No. ONR83-2). American College Testing +Program. + + + R: A Language and Environment for Statistical +Computing + R Core Team + 2021 + R Core Team. (2021). R: A Language +and Environment for Statistical Computing. R Foundation for Statistical +Computing. https://www.R-project.org/ + + + Multidimensional Item Response +Theory + Reckase + 10.1007/978-0-387-89976-3 + 2009 + Reckase, M. D. (2009). +Multidimensional Item Response Theory. Springer-Verlag. +https://doi.org/10.1007/978-0-387-89976-3 + + + The Difficulty of Test Items That Measure +More Than One Ability + Reckase + Applied Psychological +Measurement + 9 + 4 + 10.1177/014662168500900409 + 1985 + Reckase, M. D. (1985). The Difficulty +of Test Items That Measure More Than One Ability. Applied Psychological +Measurement, 4(9), 401–412. +https://doi.org/10.1177/014662168500900409 + + + The Discriminating Power of Items That +Measure More Than One Dimension + Reckase + Applied Psychological +Measurement + 15 + 4 + 10.1177/014662169101500407 + 1991 + Reckase, M. D., & McKinley, R. L. +(1991). The Discriminating Power of Items That Measure More Than One +Dimension. Applied Psychological Measurement, 4(15), 361–373. +https://doi.org/10.1177/014662169101500407 + + + + + + diff --git a/joss.06523/10.21105.joss.06523.pdf b/joss.06523/10.21105.joss.06523.pdf new file mode 100644 index 0000000000..b1b2ccbfa1 Binary files /dev/null and b/joss.06523/10.21105.joss.06523.pdf differ diff --git a/joss.06523/paper.jats/10.21105.joss.06523.jats b/joss.06523/paper.jats/10.21105.joss.06523.jats new file mode 100644 index 0000000000..e02f140ebc --- /dev/null +++ b/joss.06523/paper.jats/10.21105.joss.06523.jats @@ -0,0 +1,618 @@ + + +
+ + + + +Journal of Open Source Software +JOSS + +2475-9066 + +Open Journals + + + +6523 +10.21105/joss.06523 + +D3mirt: Descriptive Three-Dimensional Multidimensional +Item Response Theory for R + + + +https://orcid.org/0000-0002-5228-9729 + +Forsberg +Erik + + + + + +Division of Personality, Social and Developmental +Psychology, Stockholm University, Sweden + + + + +10 +5 +2024 + +9 +99 +6523 + +Authors of papers retain copyright and release the +work under a Creative Commons Attribution 4.0 International License (CC +BY 4.0) +2022 +The article authors + +Authors of papers retain copyright and release the work under +a Creative Commons Attribution 4.0 International License (CC BY +4.0) + + + +R +descriptive multidimensional item response theory +test construction +item analysis +psychology +psychometry + + + + + + Summary +

The D3mirt package for + R + (R Core + Team, 2021) offers functions for analyzing questionnaire items + used in psychological research in a three-dimensional latent space. + The application is based on descriptive multidimensional item response + theory (DMIRT) + (Reckase, + 1985, + 2009; + Reckase + & McKinley, 1991), a statistical framework incorporating + vector geometry to describe item characteristics. The method is + foremost visual, and the latent model can be plotted as an interactive + graphical device with the help of a dedicated plot function based on + the RGL 3D visualization device system for + R + (Adler + & Murdoch, 2023). Alongside the plot function, the package + also includes a model identification function that helps the user + identify the DMIRT model and a model estimation function for + extracting the necessary vector estimates. New additions to the DMIRT + framework introduced in the D3mirt package + include studying constructs (explained below) and individual scores + plotted in the three-dimensional latent model.

+
+ + Statement of need +

Common to most item response theory (IRT) models is the assumption + of unidimensionality, i.e., that a test or item + measures simple structures + (Hambleton + & Rogers, 1991). There are, however, many occasions where + this may be improper. Consider a mathematical word problem + (Reckase, + 1985, + 2009; + Reckase + & McKinley, 1991). To solve a mathematical word problem, + one must often have verbal and mathematical skills, referred to as + abilities (denoted + + θ) + in the literature on IRT. In other words, one’s resulting answer would + be a function based on one’s ability to read, on the one hand, and + one’s ability to perform numerical manipulations, on the other. + Accordingly, instead of a person’s location on a unidimensional latent + variable, the mathematical word problem illustrates a situation where + it seems more reasonable to assume that a correct response is due to + the respondent’s location in a multidimensional latent variable + space.

+

Descriptive multidimensional item response theory (DMIRT) + (Reckase, + 1985, + 2009; + Reckase + & McKinley, 1991) was developed to handle the just + mentioned situation. The method is based on using a + compensatory model, i.e., a type of measurement model + in multidimensional IRT that uses linear combinations of + + + θ-values + for ability assessment. This model assumes that the same probability + score for a correct response can be reached by using different + combinations of + + θ-values, + as opposed to assuming that the relation is one-to-one. In turn, this + implies that the compensatory model allows items to be unidimensional, + i.e., that they measure a single ability, or + within-multidimensional, i.e., that the items can + measure more than one ability in the model space.

+

Note that the D3mirt approach is limited to + two types of compensatory models, depending on item type. If + dichotomous items are used, the analysis is based on the + multidimensional extension of the two-parameter logistic model + (McKinley + & Reckase, 1983) as the compensatory model. If polytomous + items are used, the analysis is based on the two-parameter + multidimensional graded response model + (Muraki + & Carlson, 1995) as the compensatory model.

+

Compared to other software, D3mirt is unique + in implementing DMIRT methodology explicitly and comprehensively in a + three-dimensional interactive environment. For instance, a + compensatory model can be fitted with software dedicated to + multidimensional IRT that supports dichotomous or polytomous data and + allows the user to specify the necessary factor structure. This + includes software such as Mplus + (Muthén + & Muthén, 1998-2017) or IRTPRO 2.1 + (Thissen + & du Toit, 2011) and flexMIRT + (Houts + & Cai, 2020) for the Windows environment. Using these + software programs, the DMIRT estimates can then be derived manually + with the help of general mathematical software, such as + MATLAB + (MATLAB, + 2022) or Mathematica + (Mathematica, + 2023), and plotted with built-in options for creating vector + plots in two or three dimensions. This is, however, often + time-consuming, and the plotting methods are not optimized for DMIRT + analysis and test development. Regarding R, the + mirt package + (Chalmers, + 2012) can be used to fit the compensatory multidimensional + model and derive the basic DMIRT item and person parameters while the + vector plot options are limited. There is also the + R package plink + (Weeks, + 2010) that offers two-dimensional vector plots suitable for + DMIRT analysis but only for dichotomous items. Another more general + limitation is that none of the formerly mentioned software + applications provides a function to help identify the DMIRT model.

+

The D3mirt package was designed to counter + many of the just mentioned shortages by implementing specialized + functions for identifying the DMIRT model, calculation of the + necessary DMIRT estimates, and plotting the results in an interactive + three-dimensional latent environment (see + [fig:anes]). An + example of the utility of using the package in an empirical context + for item and scale analysis has been presented in Forsberg & + Sjöberg + (2024).

+ +

A still shot of the graphical output from + D3mirt. The Figure illustrates a + three-dimensional vector plot for items in the + anes0809offwaves data set included in the + package. The output also shows three construct vector arrows: + Compassion, Fairness, and Conformity (solid black + arrows).

+ +
+ +

A still shot of the graphical output from + D3mirt illustrating respondent scores in the + latent space separated on sex (male in blue and female in red) from + the anes0809offwaves data set included in the + package.

+ +
+
+ + Multidimensional item parameters +

The theoretical framework for DMIRT rests foremost on three + assumptions + (Reckase, + 1985). Firstly, ability maps the probability monotonically, + such that a higher level of ability implies a higher probability of + answering an item correctly. Second, we wish to locate an item at a + singular point at which it is possible to derive item characteristics + for the multidimensional case conceptually similar to the + unidimensional case. Thirdly, an item’s maximum level of + discrimination, i.e., its highest possible capacity to separate + respondents on level of ability, is the best option for the singular + point estimation. The most important parameter equations regarding the + assumptions just mentioned will be briefly presented below.

+

Firstly, by using the discrimination score + + + ai + on item + + i + from the compensatory model, we can define the multidimensional + discrimination index (MDISC) as follows.

+

+ + MDISC:=k=1maik2,

+

on + + m + dimensions with the slope constant + + 14 + omitted + (Reckase, + 2009; + Reckase + & McKinley, 1991). The MDISC is sometimes denoted + + + Ai + to highlight the connection to the unidimensional + + + ai + parameter + (Reckase, + 2009; + Reckase + & McKinley, 1991). Importantly, the MDISC sets the + orientation of the item vectors in the multidimensional space + (Reckase, + 2009; + Reckase + & McKinley, 1991).

+

+ + ωil=cos1(ailk=1maik2),

+

on latent axis + + l + in the model. Note, the + + ωil + is in this solution a characteristic of the item + + + i + that tells in what direction + + i + has its highest level of discrimination, assuming a multidimensional + latent space + (Reckase, + 2009; + Reckase + & McKinley, 1991). This gives us the following criteria to + use as a rule of thumb. Assume a two-dimensional space, an orientation + of + + 0 + with respect to any of the model axes indicates that the item is + unidimensional. Such an item describes a singular trait only. In + contrast, an orientation of + + 45 + indicated that the item is within-multidimensional. Such an item + describes both traits in the two-dimensional model equally well. The + same criteria are extended to the three-dimensional case. The MDISC is + also used in the graphical output to scale the length of the vector + arrows representing the item response functions, e.g., so that longer + vector arrows indicate higher discrimination, shorter arrows lower + discrimination in the model, and so on.

+

Next, to assess multidimensional difficulty, the distance from the + origin is calculated using the multidimensional difficulty (MDIFF), + denoted + + Bi + to highlight the connection to the unidimensional + + + bi + parameter + (Reckase, + 1985).

+

+ + MDIFF:=dik=1maik2,

+

in which + + di + is the + + di-parameter + from the compensatory model. The MDIFF is, therefore, a difficulty + characteristic of item + + i, + such that higher MDIFF values indicate that higher levels of ability + are necessary for a correct response + (Reckase, + 2009; + Reckase + & McKinley, 1991). Observe that the denominator in + Equation 3 is the + same expression as + Equation 1.

+

Importantly, in DMIRT analysis, the MDISC and MDIFF only apply in + the direction set by + + ωil + and Equation 2 + (Reckase, + 2009; + Reckase + & McKinley, 1991). Thus, we cannot compare these estimates + directly across items, as would be the case in the unidimensional + model. This is because DMIRT seeks to maximize item discrimination as + a global characteristic in a multidimensional environment. To estimate + item discrimination as a local characteristic in the multidimensional + space, it is, however, possible to select a common direction for the + items and then recalculate the discrimination, i.e., to estimate the + directional discrimination (DDISC), as follows.

+

+ + DDISC:=k=1maikcosωik.

+

Since the DDISC is a local characteristic in the model, it is + always the case that + + DDISCMDISC. + In D3mirt, the DDISC is optional and + implemented in D3mirt as optional + construct vectors indicated by a subset of items or + using spherical coordinates.

+

The results include tables for the MDISC and MDIFF estimates as + well as spherical coordinates describing the location of the vector + arrows. If construct vectors are used, the output also includes DDISC + scores for all items showing the constrained discrimination. It is + also possible to plot individual scores (i.e., profile + analysis) in the three-dimensional latent space (see + [fig:p1]). This can be + useful for studying respondents’ location conditioned on some external + variable, e.g., sex, age, political preference, and so on. + Instructions on the method, such as model identification, model + estimation, plotting, and profile analysis, are given in the package + vignette.

+

To report issues, seek support, or for developers wishing to + contribute to the software, contact the author via the dedicated + GitHub page + (https://github.com/ForsbergPyschometrics/D3mirt) + or email (forsbergpsychometrics@gmail.com).

+
+ + Acknowledgements +

I acknowledge support, advice, and suggestions for improvements + from my supervisor, Dr. Anders Sjöberg, Stockholm University. I also + would like to express gratitude to Dr. Fredrik Jansson, Professor + Torun Lindholm Öjmyr, and Professor Mats Nilsson, Stockholm + University, for their support and professional advice.

+
+ + + + + + + + ChalmersR. P. + + mirt: A Multidimensional Item Response Theory Package for the R Environment + Journal of Statistical Software + 2012 + 48 + 6 + 10.18637/jss.v048.i06 + 1 + 29 + + + + + + WeeksJ. P. + + plink: An R Package for Linking Mixed-Format Tests Using IRT-Based Methods + Journal of Statistical Software + 2010 + 35 + 12 + http://www.jstatsoft.org/v35/i12/ + 10.18637/jss.v035.i12 + 1 + 33 + + + + + + HoutsC. R. + CaiL. + + flexMIRT user’s manual version 3.52: Flexible multilevel multidimensional item analysis and test scoring + Vector Psychometric Group + Chapel Hill, NC + 2020 + + + + + + ThissenC. L. + du ToitS. H. C. + + IRTPRO for Windows + Scientific Software International + Lincolnwood, IL + 2011 + + + + + + Mathematica + + Mathematica, Version 13.3 + Wolfram Research Inc. + 2023 + https://www.wolfram.com/mathematica + + + + + + MATLAB + + MATLAB Version: 9.13.0 (R2022b) + The MathWorks Inc. + Natick, Massachusetts, United States + 2022 + https://www.mathworks.com + + + + + + MuthénL. K. + MuthénB. O. + + Mplus User’s Guide. Eight Edition + Muthén & Muthén + https://www.statmodel.com + + + + + + ForsbergE. + SjöbergA. + + A Validation Study of the Extended Relevance Scale using the D3mirt Package for R + Measurement: Interdisciplinary Research and Perspectives + Routledge + 2024 + 10.1080/15366367.2023.2282418 + 1 + 23 + + + + + + AdlerD. + MurdochD. + + Rgl: 3D visualization using OpenGL + 2023 + https://dmurdoch.github.io/rgl/index.html + 10.32614/CRAN.package.rgl + + + + + + HambletonSwaminathanR. K. + RogersH. J. + + Fundamentals of item response theory + SAGE Publications + 1991 + + + + + + MurakiE. + CarlsonJ. E. + + Full-information factor analysis for polytomous item responses + Applied Psychological Measurement + 1995 + 1 + 19 + 10.1177/014662169501900109 + 73 + 90 + + + + + + McKinleyR. L. + ReckaseM. D. + + An extension of the two-parameter logistic model to the multidimensional latent space + American College Testing Program + Iowa City, IA + 1983 + + + + + + R Core Team + + R: A Language and Environment for Statistical Computing + R Foundation for Statistical Computing + Vienna, Austria + 2021 + https://www.R-project.org/ + + + + + + ReckaseM. D. + + Multidimensional Item Response Theory + Springer-Verlag + 2009 + 10.1007/978-0-387-89976-3 + + + + + + ReckaseM. D. + + The Difficulty of Test Items That Measure More Than One Ability + Applied Psychological Measurement + 1985 + 4 + 9 + 10.1177/014662168500900409 + 401 + 412 + + + + + + ReckaseM. D. + McKinleyR. L. + + The Discriminating Power of Items That Measure More Than One Dimension + Applied Psychological Measurement + 1991 + 4 + 15 + 10.1177/014662169101500407 + 361 + 373 + + + + +
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