A Comparison of the Next Eigenvalue Sufficiency Test to Other Stopping Rules for the Number of Factors in Factor Analysis
Bibliographic record
Abstract
A plethora of techniques exist to determine the number of factors to retain in exploratory factor analysis. A recent and promising technique is the Next Eigenvalue Sufficiency Test (NEST), but has not been systematically compared with well-established stopping rules. The present study proposes a simulation with synthetic factor structures to compare NEST, parallel analysis, sequential χ 2 test, Hull method, and the empirical Kaiser criterion. The structures were based on 24 variables containing one to eight factors, loadings ranged from .40 to .80, inter-factor correlations ranged from .00 to .30, and three sample sizes were used. In total, 360 scenarios were replicated 1,000 times. Performance was evaluated in terms of accuracy (correct identification of dimensionality) and bias (tendency to over- or underestimate dimensionality). Overall, NEST showed the best overall performances, especially in hard conditions where it had to detect small but meaningful factors. It had a tendency to underextract, but to a lesser extent than other methods. The second best method was parallel analysis by being more liberal in harder cases. The three other stopping rules had pitfalls: sequential χ 2 test and Hull method even in some easy conditions; the empirical Kaiser criterion in hard conditions.
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How this classification was reachedexpand
Full frame machine prediction
Teacher imitationNot calibrated prevalence, not ground truth. Human validation pending. The Gemma side is a direct model label for every work in the frame, read from the title-only record. The Codex side is a classifier learned from the 10,348 direct Codex labels and calibrated to design-weighted sample rates; fields without enough sample support carry no Codex call. Candidate is the union of the two sides; consensus is their intersection. These outputs are machine_predicted_unvalidated and are not human labels.
Distilled classifier scores by category (both heads)
| Category | Codex | Gemma |
|---|---|---|
| Metaresearch | 0.100 | 0.436 |
| Meta-epidemiology (narrow) | 0.002 | 0.001 |
| Meta-epidemiology (broad) | 0.002 | 0.003 |
| Bibliometrics | 0.004 | 0.004 |
| Science and technology studies | 0.002 | 0.003 |
| Scholarly communication | 0.003 | 0.005 |
| Open science | 0.002 | 0.002 |
| Research integrity | 0.002 | 0.003 |
| Insufficient payload (model declined to judge) | 0.003 | 0.001 |
Machine scores (provisional)
The two teacher heads of the student model, read on this work. A score orders the frame for review; it never asserts a category, and the validation status ships verbatim with every row.
Baseline scores from an immature model (maturity gate not passed, 7 training rounds). Scores rank; they never assert a category.
score_only:v0-immature-baseline · verbatim from the scoring run: score_only means the number may rank works, and no category label ships from itClassification
machine, unvalidatedMachine predicted; a candidate call from one source (direct Gemma or distilled Codex), not a consensus.
How this classification was reached, model by model and score by score, is at the end of the page under "How this classification was reached".