A Bayesian Framework to Establish Validity Evidence for Multi-Unidimensional Instruments With Small Samples

Accurate estimation of latent traits is critical in educational and psychological measurement, yet establishing validity evidence is challenging under small samples, ordinal data, and skewed distributions. We propose a Bayesian framework that incorporates expert-informed priors to enhance estimation and validity evidence for multi-unidimensional instruments. Simulation studies demonstrate that expert input improves estimation accuracy over ordinal confirmatory factor analysis, especially in samples as small as N = 25, with diminishing returns beyond six to nine experts. We compare variational inference (automatic differentiation variational inference) and Hamiltonian Monte Carlo in terms of estimation accuracy, computational efficiency, and posterior quality. A real-world application using TIMSS Grade 8 Mathematics data illustrates practical implications for expert selection and estimation strategies in small-sample instrument development.

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Publication Details

Journal
Journal of Educational and Behavioral Statistics
Published
2025-12-17
DOI
https://doi.org/10.3102/10769986251393420
Primary Topic
Psychometric Methodologies and Testing
Type
article
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article

A Bayesian Framework to Establish Validity Evidence for Multi-Unidimensional Instruments With Small Samples

Zhushan Li, Jihang Chen
Journal of Educational and Behavioral Statistics
Psychometric Methodologies and Testing
article

A Bayesian Framework to Establish Validity Evidence for Multi-Unidimensional Instruments With Small Samples

Zhushan Li, Jihang Chen
article en

Abstract

Accurate estimation of latent traits is critical in educational and psychological measurement, yet establishing validity evidence is challenging under small samples, ordinal data, and skewed distributions. We propose a Bayesian framework that incorporates expert-informed priors to enhance estimation and validity evidence for multi-unidimensional instruments. Simulation studies demonstrate that expert input improves estimation accuracy over ordinal confirmatory factor analysis, especially in samples as small as N = 25, with diminishing returns beyond six to nine experts. We compare variational inference (automatic differentiation variational inference) and Hamiltonian Monte Carlo in terms of estimation accuracy, computational efficiency, and posterior quality. A real-world application using TIMSS Grade 8 Mathematics data illustrates practical implications for expert selection and estimation strategies in small-sample instrument development.

Journal of Educational and Behavioral Statistics
Boston College (US)
Openalex Percentile: Top 54%
Psychometric Methodologies and Testing
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A Bayesian Framework to Establish Validity Evidence for Multi-Unidimensional Instruments With Small Samples — Zhushan Li, Jihang Chen · Journal of Educational and Behavioral Statistics (2025) | TGRS Research Map | TGRS