Item tree analysis

Item tree analysis (ITA) is a data analytical method which allows constructing ahierarchical structure on the items of a questionnaire or test from observed responsepatterns.
Assume that we have a questionnaire with "m" items and that subjects cananswer positive (1) or negative (0) to each of these items, i.e. the items are
dichotomous. If "n" subjects answer the items this results in a binary data matrix "D"with "m" columns and "n" rows.Typical examples of this data format are test items which can be solved (1) or failed(0) by subjects. Other typical examples are questionnaires where the items arestatements to which subjects can agree (1) or disagree (0).
Depending on the content of the items it is possible that the response of a subject to anitem "j" determines her or his responses to other items. It is, for example, possible thateach subject who agrees to item "j" will also agree to item "i". In this case we say thatitem "j" implies item "i" (short $i\; ightarrow\; j$). The goal of an ITA is to uncover such
deterministic implications from the data set "D".

Algorithms for ITA

ITA was originally developed by Van Leeuwe in 1974 [See "Van Leeuwe (1974)"] . The result of his algorithm,which we refer in the following as "Classical ITA", is a logically consistent set ofimplications $i\; ightarrow\; j$. Logically consistent means that if "i" implies "j" and "j" implies "k" then "i" implies "k" for each triple "i", "j", "k" of items. Thus the outcome of an ITA is a reflexive and transitive relation on the item set, i.e. a quasi-order on the items.
A different algorithm to perform an ITA was suggested in "Schrepp (1999)". This algorithm is called "Inductive ITA".
Classical ITA and inductive ITA both construct a quasi-order on the item set by explorative data analysis. But both methods use a different algorithm to construct this quasi-order. For a given data set the resulting quasi-orders from classical and inductive ITA will usually differ.
A detailed description of the algorithms used in classical and inductive ITA can be found in "Schrepp (2003)" or "Schrepp (2006)" [http://www.jstatsoft.org/v16/i10/paper] .

Relation to other methods

ITA belongs to a group of data analysis methods called "Boolean analysis of questionnaires".
Boolean analysis was introduced by Flament in 1976 [See "Flament (1976)"] . The goal of a Boolean analysis is todetect deterministic dependencies (formulas from Boolean logic connecting the items, like for example $i\; ightarrow\; j$, $i\; wedge\; j\; ightarrow\; k$, and $i\; vee\; j\; ightarrow\; k$) between the items of a questionnaire or test.Since the basic work of "Flament (1976)" a number of different methods for boolean analysishave been developed. See, for example, "Van Buggenhaut and Degreef (1987)", "Duquenne (1987)" or "Theuns (1994)".These methods share the goal to derive deterministic dependencies between the items of aquestionnaire from data, but differ in the algorithms to reach this goal. A comparison of ITAto other methods of boolean data analysis can be found in "Schrepp (2003)".

Applications

There are several research papers available, which describe concrete applications of item tree analysis. "Held and Korossy (1998)" analyzes implications on a set of algebra problems with classical ITA. Item tree analysis is also used in a number of social science studies to get insight into the structure of dichotomous data. In "Bart and Krus (1973)", for example, a predecessor of ITA is used to establish a hierarchical order on items that describe socially unaccepted behavior. In "Janssens (1999)" a method of Boolean analysis is used to investigate theintegration process of minorities into the value system of the dominant culture. Schrepp [See "Schrepp (2002)" and "Schrepp(2003)"] describes several applications of inductive ITA in the analysis of dependencies between items of social science questionnaires.

Example of an application

To show the possibilities of an analysis of a data set by ITA we analyse the statements of question 4 of the International Social Science Survey Programme (ISSSP) for the year 1995 by inductive and classical ITA.The ISSSP is a continuing annual program of cross-national collaboration on surveys covering important topics for social science research. The program conducts each year one survey with comparable questions in each of the participating nations. The theme of the 1995 survey was national identity. We analyze the results for question 4 for the data set of Western Germany.The statement for question 4 was:
"Some people say the following things are important for being truly German. Others say they are not important. How important do you think each of the following is":
"1. to have been born in Germany"
"2. to have German citizenship"
"3. to have lived in Germany for most of one’s life"
"4. to be able to speak German"
"5. to be a Christian"
"6. to respect Germany’s political institutions"
"7. to feel German"

The subjects had the response possibilities "Very important", "Important", "Not very important", "Not important at all", and "Can’t choose" to answer the statements. To apply ITA to this data set we changed the answer categories.
"Very important" and "Important" are coded as 1. "Not very important" and "Not important at all" are coded as 0. "Can’t choose" was handled as missing data.
The following figure shows the resulting quasi-orders $leq\_\{IITA\}$ from inductive ITA and $leq\_\{CITA\}$ from classical ITA.

Available software

The program ITA 2.0 implements both classical and inductive ITA. The program is available on [http://www.jstatsoft.org/v16/i10] . A short documentation of the program is available in [http://www.jstatsoft.org/v16/i10/paper] .

ee also

Item response theory

Notes

References

*Bart, W. M., & Krus, D. J. (1973). An ordering-theoretic method to determine hierarchies among items. Educational and psychological measurement, 33, 291-300.
*Duquenne V (1987). Conceptual Implications Between Attributes and some Representation Properties for Finite Lattices. In B Ganter, R Wille, K Wolfe (eds.), Beiträge zur Begriffsanalyse: Vorträge der Arbeitstagung Begriffsanalyse, Darmstadt 1986, pp. 313–339. Wissenschafts-Verlag, Mannheim.
*Flament C (1976). L’Analyse Bool´eenne de Questionnaire. Mouton, Paris.
*Held, T., & Korossy, K. (1998). Data-analysis as heuristic for establishing theoretically founded item structures. Zeitschrift für Psychologie, 206, 169-188.
*Janssens, R. (1999). A Boolean approach to the measurement of group processes and attitudes. The concept of integration as an example. Mathematical Social Sciences, 38, 275-293.
*Schrepp M (1999). On the Empirical Construction of Implications on Bi-valued Test Items. Mathematical Social Sciences, 38(3), 361–375.
*Schrepp, M (2002). Explorative analysis of empirical data by boolean analysis of questionaires. Zeitschrift für Psychologie, 210/2, S. 99-109.
*Schrepp, M. (2003). A method for the analysis of hierarchical dependencies between items of a questionnaire. Methods of Psychological Research, 19, 43-79.
*Theuns P (1994). A Dichotomization Method for Boolean Analysis of Quantifiable Cooccurence Data. In G Fischer, D Laming (eds.), Contributions to Mathematical Psychology, Psychometrics and Methodology, Scientific Psychology Series, pp. 173–194. Springer-Verlag, New York.
*Van Buggenhaut J, Degreef E (1987). On Dichotomization Methods in Boolean Analysis of Questionnaires. In E Roskam, R Suck (eds.), Mathematical Psychology in Progress, Elsevier Science Publishers B.V., North Holland.
*Van Leeuwe, J.F.J. (1974). Item tree analysis. Nederlands Tijdschrift voor de Psychologie, 29, 475-484.