Type I Error Inflation in DIF Identification with Mantel-Haenszel: An Explanation and a Solution

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Title: Type I Error Inflation in DIF Identification with Mantel-Haenszel: An Explanation and a Solution
Language: English
Authors: Magis, David, De Boeck, Paul
Source: Educational and Psychological Measurement. Aug 2014 74(4):713-728.
Availability: SAGE Publications. 2455 Teller Road, Thousand Oaks, CA 91320. Tel: 800-818-7243; Tel: 805-499-9774; Fax: 800-583-2665; e-mail: journals@sagepub.com; Web site: http://sagepub.com
Peer Reviewed: Y
Page Count: 16
Publication Date: 2014
Document Type: Journal Articles
Reports - Research
Descriptors: Test Bias, Statistical Analysis, Test Items, Simulation
DOI: 10.1177/0013164413516855
ISSN: 0013-1644
Abstract: It is known that sum score-based methods for the identification of differential item functioning (DIF), such as the Mantel-Haenszel (MH) approach, can be affected by Type I error inflation in the absence of any DIF effect. This may happen when the items differ in discrimination and when there is item impact. On the other hand, outlier DIF methods have been developed that are robust against this Type I error inflation, although they are still based on the MH DIF statistic. The present article gives an explanation for why the common MH method is indeed vulnerable to the inflation effect whereas the outlier DIF versions are not. In a simulation study, we were able to produce the Type I error inflation by inducing item impact and item differences in discrimination. At the same time and in parallel with the Type I error inflation, the dispersion of the DIF statistic across items was increased. As expected, the outlier DIF methods did not seem sensitive to impact and differences in item discrimination.
Abstractor: As Provided
Number of References: 44
Entry Date: 2014
Accession Number: EJ1039775
Database: ERIC
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  Data: SAGE Publications. 2455 Teller Road, Thousand Oaks, CA 91320. Tel: 800-818-7243; Tel: 805-499-9774; Fax: 800-583-2665; e-mail: journals@sagepub.com; Web site: http://sagepub.com
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  Data: It is known that sum score-based methods for the identification of differential item functioning (DIF), such as the Mantel-Haenszel (MH) approach, can be affected by Type I error inflation in the absence of any DIF effect. This may happen when the items differ in discrimination and when there is item impact. On the other hand, outlier DIF methods have been developed that are robust against this Type I error inflation, although they are still based on the MH DIF statistic. The present article gives an explanation for why the common MH method is indeed vulnerable to the inflation effect whereas the outlier DIF versions are not. In a simulation study, we were able to produce the Type I error inflation by inducing item impact and item differences in discrimination. At the same time and in parallel with the Type I error inflation, the dispersion of the DIF statistic across items was increased. As expected, the outlier DIF methods did not seem sensitive to impact and differences in item discrimination.
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