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Leonidas A. Zampetakis
ABSTRACT
The present chapter addresses a topic that is of growing interest – namely,
the exploration of alternative item response theory (IRT) models for
noncognitive assessment. Previous research in the assessment of trait
emotional intelligence (or ‘‘trait emotional self-efficacy’’) has been
limited to traditional psychometric techniques (e.g., classical test theory)
under the notion of a dominance response processes describing the
relationship between individuals’ latent characteristics and individuals’
response selection. The present study, presents the first unfolding IRT
modeling effort in the general field of emotional intelligence (EI). We
applied the Generalized Graded Unfolding Model (GGUM) in order to
evaluate the response process and the item properties on the short form
of the trait emotional intelligence questionnaire (TEIQue-SF). A sample
of 866 participants completed the English version of the TEIQue-SF.
Results suggests that the GGUM has an adequate fit to the data.
INTRODUCTION
CTT was the dominant statistical approach to testing data until Lord and
Novick (1968) placed it in context with several other statistical theories of
test scores, notably item response theory (IRT). However, both CTT and
IRT are based on the notion of a dominance response processes
(monotonic) describing the relationship between individuals’ latent char-
acteristics and individuals’ response selection; i.e. the probability of item
endorsement increases as the trait level increases (Drasgow et al., 2009).
Techniques such as exploratory factor analysis (EFA), confirmatory
factor analysis (CFA), and IRT analyses with the one, two, or three-
parameter logistic model are all based on dominance assumptions. For
example, an item–total correlation or a factor loading implicitly assumes
that the relationship between trait level (e.g., total score) and item score can
be modeled by a monotonically increasing regression line (see Chernyshenko
et al., 2007).
292 LEONIDAS A. ZAMPETAKIS
Unfolding Models
Fig. 1. Unfolding Models versus Cumulative Models. (a) Item Response Function
for an Ideal Point Response Process. (b) Item Response Function for a Dominance
Response Process. Each Curve Represents the Likelihood of Endorsing Least
Positive to most Positive Response Options Based on Theta.
Roberts and colleagues (Roberts & Laughlin, 1996; Roberts et al., 2000,
2006) have developed several unfolding IRT models to describe ideal point
response processes (i.e., the generalized grading scale model, the graded
unfolding model, etc.). The most general of these models is the GGUM of
Roberts et al. (2000).
The GGUM estimates a single person parameter and three item
parameters. The person parameter estimated by the GGUM is theta (y) that
is, the individuals’ level of the latent trait. Theta is expressed as a standardized
score; an individual with y ¼ 1.0 has a value on the latent trait that is one
standard deviation above the mean. The first parameter estimated by GGUM
is the item location parameter (delta, d). This parameter identifies the location
of the item on the continuum of the latent trait. The location parameter is on
the same metric as theta (i.e., z-scores). Thus, it is used to determine if an
individual’s level of theta is above or below an item and the size of the
difference between the location of the item and the person.
The second parameter is the subjective response thresholds (t). These
parameters represent the location of the subjective boundaries between the
response options relative to the item location parameter; they are also on a
z-score metric. For each item, the number of subjective response thresholds
equals the number of objective response options. The value of the subjective
response threshold that is associated with the most positive objective
response is set to 0.0. The last parameter that is estimated is the item
discrimination parameter (a); it reflects the degree to which the subjective
response choices vary between items as the level of the latent trait changes.
The GGUM estimates only one discrimination parameter per item.
Mathematically, the GGUM is expressed as,
P½Z i ¼ zyj
Pz Pz
exp ai ½zðyj di Þ tik þ exp ai ½ðM zÞðyj di Þ tik
k¼0 k¼0
¼ C
P Pw P
w
expðai ½wðyj di Þ tik Þ þ exp ai ½ðM wÞðyj di Þ tik
w¼0 k¼0 k¼0
trait continuum, tk represents the kth subjective response threshold for item i,
and ai represents the discrimination parameter for item i.
The logic underlying the GGUM is in line with unfolding theory (see
Roberts et al., 2000): the GGUM assumes joint placement of persons and
items on a bipolar continuum spanning from negative to neutral to positive
positions. Persons are located on the trait continuum according to their
responses on a set of items; items are located according to their content.
The GGUM is an example of an ideal point IRT model, which seems to be
well suited for personality and attitude data; furthermore it does not require
reverse scoring and it can accommodate a wide variety of single statement
items (Chernyshenko et al., 2007; Roberts et al., 2000; Stark et al., 2006;
Weekers, & Meijer, 2008). When responses fit the GGUM, accurate item
parameter estimates can be obtained with approximately 750 examinees
using a marginal maximum likelihood procedure (Roberts et al., 2000).
Roberts et al. (2000) also showed that an expected a posteriori (EAP)
procedure can produce accurate person estimates when responses to 15–20
informative 6-category items are available.
The present study heeds calls for increasing confidence in the benefits and
utility of unfolding theory (Stark et al., 2006; Weekers & Meijer, 2008;
Zampetakis, 2010), by applying the GGUM to the English version of the
TEIQue-SF.
As already stated, unfolding models are more general than dominance IRT
models. This implies greater flexibility regarding the assumptions of the
underlying response process, which in turn, is important for the prediction of
behavior. Using a more general model may prevent misspecification of the
response process. Recent studies indicate that unfolding models can provide
as good or better fit to personality items than dominance models (Drasgow
et al., 2009; Liao & Mead, 2009; Scherbaum et al., 2006; Stark et al., 2006).
Thus, one objective of the present study was to examine the fit of the GGUM
using data obtained with the TEIQue-SF, which was clearly constructed
under the notion of a dominance response process. An adequate fit of the
GGUM to the data would provide preliminary evidence that indeed
unfolding models are more general models than dominance IRT models.
In the case of the TEIQue-SF, since there are no neutral items included,
we expect that folding, which provides visible support for ideal point
models, will not become evident on the typical range of theta (i.e. 3 – þ 3
standard deviations from the mean). This implies that dominance models
Measurement of Trait Emotional Intelligence with TEIQue-SF 297
will approximate the response process equally well (see e.g., Stark et al.,
2006). As such, we expect that the correlations of the scores obtained for the
GGUM latent trait estimates and total summative scores (obtained from
classical test theory) will be highly correlated on the typical range of theta.
The TEIQue-SF consists of a combination of negatively and positively
worded items. Very often researchers, implicitly assume that positively worded
items measure the same latent trait as negatively worded items, which is not
necessarily. Furthermore, method effects associated with item wording have
been explored in a variety of instruments and have included systematic
measurement errors that disrupt analyses and interpretations of the results
(DiStefano & Motl, 2006; Meganck, Vanheule, & Desmet, 2008). For unfolding
models it is not necessary to use reverse-scored items (Stark et al., 2006).
According to Petrides (2009) although the TEIQue-SF is designed to
measure global trait EI, four subscales can be derived through a priori scoring
based on the scoring key of the full form of the inventory. The four subscales
are: well-being, self-control, emotionality, and sociability. We were interested
to investigate how different items of the TEIQue perform when they are
examined under their respective subscales, compared to the whole 30 item scale.
Finally, belonging to the family of IRT, unfolding models share the same
advantages of IRT over classical test theory methods: (1) item parameters are
not dependent on the sample used to generate the parameters, and are assumed
to be invariant (within a linear transformation) across divergent groups within
a research population and across populations; (2) the person parameter is not
specific to the set of items forming the test; and (3) measurement precision is
not assumed to be constant; instead IRT methods allow researchers to
calculate conditional standard errors of measurement. This can assist greatly
in the identification of items that may contribute little to measurement
precision (Embretson, 1996; Embretson & Reise, 2000).
METHODS
The participants comprised 866 individuals, of whom 432 were male and 416
were female (18 participants did not record their gender). Participants were
recruited both from university campuses and from the general community.
A variety of recruitment methods and incentives were used, including word
of mouth, advertising through social network sites, course credit, and course
data collection. Most of the questionnaires were completed in participants’
own time, although some were collected during supervised class sessions.
298 LEONIDAS A. ZAMPETAKIS
1. Expressing my Emotionality 0.34 4.91 1.66 0.26 (0.04) 6.06 (0.08) 0.20
emotions with words
is not a problem for
me
2. I often find it Emotionality 0.33 5.30 1.47 0.25 (0.04) 5.59 (0.07) 0.22
difficult to see things
from another
person’s viewpointR
3. On the whole, I’m a 0.47 5.16 1.32 0.61 (0.05) 4.64 (0.08) 0.69
highly motivated
person
4. I usually find it Self-control 0.39 4.59 1.57 0.31 (0.04) 5.29 (0.06) 0.25
difficult to regulate
my emotionsR
5. I generally don’t find Well-being 0.45 5.62 1.54 0.50 (0.04) 5.78 (0.05) 0.91
life enjoyableR
6. I can deal effectively Sociability 0.49 5.25 1.32 0.64 (0.04) 3.94 (0.06) 0.92
with people
7. I tend to change my Self-control 0.32 4.12 1.62 0.24 (0.03) 5.87 (0.07) 0.15
mind frequentlyR
8. Many times, I can’t Emotionality 0.45 4.91 1.64 0.37 (0.03) 4.97 (0.05) 0.41
figure out what
emotion I’m feelingR
9. I feel that I have a Well-being 0.45 5.64 1.19 0.68 (0.06) 4.04 (0.06) 1.31
number of good
qualities
10. I often find it Sociability 0.39 4.58 1.67 0.33 (0.04) 6.08 (0.11) 0.28
difficult to stand up
for my rightsR
11. I’m usually able to Sociability 0.34 4.67 1.26 0.38 (0.04) 5.20 (0.06) 0.23
influence the way
other people feel
12. On the whole, I have Well-being 0.46 5.23 1.59 0.45 (0.04) 4.63 (0.07) 0.53
a gloomy perspective
on most thingsR
13. Those close to me Emotionality 0.41 5.64 1.47 0.42 (0.04) 5.14 (0.08) 0.60
often complain that
I don’t treat them
rightR
300 LEONIDAS A. ZAMPETAKIS
Table 1. (Continued )
Item TEIQue-SF CITC M Standard a (SE) d (SE) Max
Dimension Deviation IIF
14. I often find it 0.48 5.07 1.50 0.53 (0.04) 4.29 (0.05) 0.65
difficult to adjust my
life according to the
circumstancesR
15. On the whole, I’m Self-control 0.49 4.92 1.45 0.60 (0.05) 4.52 (0.08) 0.81
able to deal with
stress
16. I often find it Emotionality 0.41 4.72 1.84 0.31 (0.03) 5.67 (0.08) 0.32
difficult to show my
affection to those
close to meR
17. I’m normally able to Emotionality 0.34 4.91 1.46 0.30 (0.04) 5.99 (0.07) 0.22
‘‘get into someone’s
shoes’’ and
experience their
emotions
18. I normally find it 0.48 4.80 1.55 0.56 (0.04) 3.97 (0.08) 0.68
difficult to keep
myself motivatedR
19. I’m usually able to Self-control 0.37 5.04 1.41 0.38 (0.03) 4.89 (0.06) 0.34
find ways to control
my emotions when I
want to
20. On the whole, I’m Well-being 0.56 5.50 1.27 0.96 (0.08) 4.11 (0.05) 1.58
pleased with my life
21. I would describe Sociability 0.45 5.02 1.26 0.55 (0.06) 4.95 (0.06) 0.45
myself as a good
negotiator
22. I tend to get involved Self-control 0.36 4.18 1.56 0.29 (0.03) 6.78 (0.07) 0.18
in things I later wish
I could get out ofR
23. I often pause and Emotionality 0.15 4.63 1.52 0.07 (0.02) 13.85 (0.05) 0.01
think about my
feelings
24. I believe I’m full of Well-being 0.52 5.17 1.23 0.78 (0.06) 4.12 (0.06) 0.90
personal strengths
25. I tend to ‘‘back Sociability 0.30 4.60 1.60 0.24 (0.03) 6.08 (0.11) 0.16
down’’ even if I
know I’m rightR
26. I don’t seem to have Sociability 0.43 4.80 1.41 0.42 (0.03) 4.41 (0.06) 0.40
any power at all over
other people’s
feelingsR
Measurement of Trait Emotional Intelligence with TEIQue-SF 301
Table 1. (Continued )
Item TEIQue-SF CITC M Standard a (SE) d (SE) Max
Dimension Deviation IIF
27. I generally believe Well-being 0.48 5.34 1.33 0.70 (0.04) 4.20 (0.07) 0.94
that things will work
out fine in my life
28. I find it difficult to Emotionality 0.49 5.37 1.59 0.51 (0.08) 5.09 (0.08) 0.79
bond well even with
those close to meR
29. Generally, I’m able 0.50 5.52 1.22 0.75 (0.09) 3.68 (0.05) 1.16
to adapt to new
environments
30. Others admire me Self-control 0.30 4.58 1.50 0.28 (0.07) 6.56 (0.08) 0.17
for being relaxed
Note: N ¼ 886. R ¼ item was reverse scored for classical test theory (CTT) analyses;
CITC ¼ corrected item total correlation; a ¼ discrimination parameter; d ¼ location parameter;
and Max IIF ¼ maximum value of the item information function. Items 3, 18, 14, and 29
contribute only to the global trait EI score, under CTT analyses.
a
TEIQue-SF items reproduced with permission by K. V. Petrides (copyright holder). The
instrument is available at www.psychometriclab.com
IRT models assume that the latent trait construct space is either strictly
unidimensional, or as a practical matter, dominated by a general underlying
302 LEONIDAS A. ZAMPETAKIS
Analytic Strategy
Table 2 presents the parameters from the GGUM for each item on the
TEIQue-SF. According to Baker (2001), discrimination values 0.01–0.24 are
very low, 0.25–0.64 are low, 0.65–1.34 are moderate, 1.35–1.69 are high, and
more than 1.7 are very high. In our study, the majority of items had low to
moderate discrimination parameters, with the values of the discrimination
parameter range from 0.08 to 0.95. In the classical item analysis, there were
several items that were equally discriminating; however the corresponding
discrimination parameter from GGUM analysis indicated that the dis-
crimination was not equivalent. For example, the 8th, 9th and 21st items
Fig. 2. Item Response Functions for Item 4 When Examined Under (a) the
TEIQue-SF Scale and, (b) for the Self-Control Subscale.
Measurement of Trait Emotional Intelligence with TEIQue-SF 307
at the lower end of the trait continuum and finally an item of the sociability
subscale, (item 26) showed folding at the lower end of the trait continuum.
This finding was interesting given that all subscales were derived though
a priori scoring; they have not been derived through CTT methods.
Furthermore this explains the lower correlations among the subscales under
the two modes (Table 3).
In Fig. 2 we present the IRF for item 4, of the self-control scale: ‘‘I usually
find it difficult to regulate my emotions.’’ Panel a represents the IRF of the
item when examined under the whole TEIQue-SF scale; clearly a monotonic
relationship exists suggesting that individuals high in trait EI would have a
much lower probability of agreement than those at lower levels. In panel b,
we present the IRF for item 4 when this is examined under the self-control
subscale; clearly the item shows unfolding at the low levels of the self-
control continuum; this moderately negative item (d ¼ 1.39) is endorsed
mostly by respondents with moderately low levels of self-control, and
progressively less by those rat higher levels on this subscale.
Scatter plots of the theta values obtained under the two models, about
the diagonal line indicated that the theta values are differentially ordered
(for the global score and subscale scores) especially at the upper and lower
extremes (Fig. 3).
308 LEONIDAS A. ZAMPETAKIS
-1
-3
-5
2 3 4 5 6 7
Global trait EI scores under CTT
Self control scores under GGUM
Well Being scores under GGUM
2
2
1
0 1
-1 0
-2 -1
-3
-2
-4
-3
1 2 3 4 5 6 7 1 2 3 4 5 6 7
Well Being scores under CTT Self control scores under CTT
Emotionality scores under GGUM
Sociability scores under GGUM
2
2
1
0
0
-1
-2
-2
-3
-4
1 2 3 4 5 6 7 1 2 3 4 5 6 7
Sociability scores under CTT Emotionality scores under CTT
Fig. 3. Scatter Plot Comparisons of the Theta Value Estimates from GGUM
and Traditional Scoring System (CTT) for Global Trait EI and the Four
Subscales. Every Circle Represents a Person’s Trait Estimates under the Two
Perspectives.
Measurement of Trait Emotional Intelligence with TEIQue-SF 309
TIF Plot
70.0
60.0
Sum of IIF Values
50.0
40.0
30.0
20.0
10.0
0.0
–3.0 –2.0 –1.0 0.0 1.0 2.0 3.0
Theta
SE Plot
0.4
0.3
Standard Error
0.3
0.2
0.2
0.1
0.1
0.0
–3.0 –2.0 –1.0 0.0 1.0 2.0 3.0
Theta
Fig. 4. The Test Information Function (TIF) for All of the Items in the Analysis
along with the Standard Error (SE) Plot.
310 LEONIDAS A. ZAMPETAKIS
DISCUSSION
In this chapter, a unidimensional unfolding IRT model, the GGUM
(Roberts et al., 2000), was successfully fitted to data obtained with the UK
version of the TEIQue-SF (Petrides & Furnham, 2006). Self-report scales
are amenable to testing using unfolding models given underlying assump-
tions about the spread of the latent trait on a continuum spanning from low
to high. Parameter estimates, test information function, and the standard
error plot, demonstrated that the 30-item TEIQue-SF scale can be used to
measure trait EI accurately at lower to middle scores of the trait level scores.
However, the results from the unfolding model suggested that at higher trait
EI scores the standard error increased, indicating less measurement
precision for those with very high global trait EI. Furthermore, our results
indicated that all the items of the TEIQue-SF had extreme item location
parameters and moderate to low discrimination parameters. This implies
that: (a) not all items span the trait EI continuum evenly, which may
adversely affect the accuracy of measurement and (b) that items with low
discrimination parameters provide little information and thus contribute
little to reducing the error in trait estimates.
At this point, one might sensibly ask why GGUM is a good idea to use in
the assessment of trait EI, as it is not clear that this model is the best one to
use to fit to these data. Furthermore, the form of support for the model is a
dominance model, which does not need the added mathematical complica-
tion of the GGUM formulation compared to standard monotonic (i.e., non-
ideal point) models that are typically used in personality research. Stated
differently if item-total correlations were used to select items for the
TEIQue-SF, then why apply an unfolding IRT model, such as the GGUM,
as opposed to a dominance model, such as the GRM?
As already stated unfolding models are more general models than the
commonly used dominance IRT models (Stark et al., 2006). This implies
Measurement of Trait Emotional Intelligence with TEIQue-SF 311
that unfolding models can fit monotonically increasing IRFs (the curves that
graphically indicate the probability of item endorsement or agreement
against trait level) but do not necessarily require this property. The fact that
folding was not evident in our data was due to the extreme positive and
extreme negative item location parameters; folding occurs at high trait EI
levels where very few individuals were located.
Recently Cooper and Petrides (2010) fitted a dominance model IRT
model, the GRM to the same dataset as we did. As far as the fit of the GRM
model is concerned it showed negligible (according to Stephen Stark,
personal communication) improvement over the GGUM (the adjusted w2
to degrees of freedom ratio for single items was 1.05, for doublets 3.71, and
for triplets 3.96; Cooper & Petrides, 2010, pp. 454). However, the added
mathematical complication of the GGUM formulation may further help the
development of more precise scales, since unfolding approaches can include
items located at any point on a trait continuum.
Taken as a whole, the findings from our analyses conducted using GGUM
suggest that the TEIQue-SF is less likely to be well suited for individuals with
higher levels of trait EI; for such individuals the development of new items
should be considered. Future psychometric development of TEIQue-SF,
research could concentrate on the inclusion of items with location parameters
that are spread evenly across the trait continuum. Specifically, under an
unfolding perspective, neutral items (those with d parameters close to zero)
could generally help to measure respondents who are above and below
average, whereas positive and negative items could provide high information
in the middle and the extremes (Chernyshenko et al., 2001). Furthermore,
future revisions of the scale should address the relatively poor psychometric
qualities of some items. For instance items 1, 2, 7, 23 and 25 (Table 1) have
very low discrimination parameters and low information values. Finally,
future studies could use GGUM to evaluate the effects that gender may have
on the item properties of the scale through differential item functioning
(DIF).
In conclusion, these analyses were conducted to extend recent research
studies (e.g., Chernyshenko et al., 2007; Scherbaum et al., 2006; Weekers, &
Meijer, 2008; Zampetakis, 2010) by demonstrating the potential usefulness
of unfolding models in the assessment of trait EI. We believe that unfolding
models although more complex than dominance models are worth the extra
effort and that researchers should put forth the time and effort to use these
models in their own research. The current study presents the first ideal point
IRT modeling effort in the general field of EI. Single-peaked response
functions have rarely been used in substantive research although modern
312 LEONIDAS A. ZAMPETAKIS
ACKNOWLEDGMENTS
The author would like to thank Dr. K.V. Petrides and Dr. A. Cooper, for
providing the data analyzed herein and their helpful comments on earlier
versions of the chapter. The author gratefully acknowledges financial
support from Greek State Scholarship Foundation (postdoctoral research
scholarship – No. IKY-801/2009).
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