Steps to Follow When Conducting EFA

Exploratory factor analysis is meant to be exploratory in nature, and thus it is not desirable to prescribe a rigid formula or process for executing an EFA. The steps below are meant to be a loose guide, understanding that a factor analysis often requires returning to previous steps and trying other approaches to ensure the best outcome. The general pattern of performing an EFA falls into six general steps that will guide the discussion through the rest of the book:
  1. Data cleaning
  2. Deciding on an extraction method to use
  3. Deciding how many factors to retain
  4. Deciding on a method of rotation (if desired)
  5. Interpreting results (return to #3 if a solution is not ideal)
  6. Replication or evaluation ...

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