EqUMP 0.3.0

IRT Equating for Unidimensional Mixed Format Test with Python

EqUMP

IRT Equating for Unidimensional Mixed Format Test with Python

Motivation

Item Respone Theory (IRT) test equating is a critical process for maintaining score comparability across different test forms. However, current implementations often rely on limited software or complex scripting environments. We introduce EqUMP, a Python package designed to streamline and democratize IRT equating for unidimensional mixed format test. Built upon the robust ecosystem of scientific computing in Python (Numpy, Scipy), it provides a flexible framework for various IRT equating methods (e.g., scale transformation, true score equating). The package is openly licensed, pip-installable, and includes comprehensive documentation and test suites, enabling researchers and practitioners to readily reproduce analysis pipelines. By leveraging Python’s accessibility and extensibility, EqUMP facilitates rigorous and reproducible test equating for a wider educational data analysists and psychometricians.

Core Principles

• Academically faithful code and documentation
  EqUMP is designed for researchers and practitioners familiar with standard test equating literature. We follow textbook-style notation and structure—even at the cost of computational speed—to ensure clarity and pedagogical value.

• Practical focus
  While many equating methods exist in the literature, some are infeasible in operational testing. EqUMP prioritizes features that reflect real-world usage and operational constraints. Users can request or contribute less common methods.

• Symmetric linking constant support
  Symmetry property of equating function is a critical but often neglected aspect of Haebara or Stocking-Lord linking method. EqUMP handles this through carefully implemented two-sided(symmtric) or one-sided loss function.

Installation

pip install EqUMP

Compared to other related packages

• Before we create this package, we analyze the packages below
• As far as we know, there are no Python-based IRT Test Equating packages.
• We found some R packages and commercial programs below. And summarize their features in the table below.

Package/Program	Author	Category	scale-linking	true-score	observed-score	kernel	link
STUIRT	Kim & Kolen, 2004	Standalone	O	X	X	X	download
POLYEQUATE	Kolen, 2004	Standalone	X	O	O	X	download
IRTEQ	Han, 2009	Standalone	O	O	X	X	homepage
kequate	Andersson et al., 2013	R	O	X	O	O	cran
equateIRT	Battauz, 2015	R	O	O	O	X	cran
SNSequate	Jorge Gonzalez, 2024	R	O	O	O	O	download

Core API

Item Response Model

from EqUMP.base import IRF
# Dichotomous item
item_2pl = IRF(params={"a": 1.2, "b": 0.5}, model="2PL")
probs = item_2pl.prob(theta=0.0)
print(probs)
    
# Polytomous item with custom scores
item_gpcm = IRF(
    params={"a": 1.0, "b": [-0.5, 0.0, 0.5]},
    model="GPCM",
    scores=[0, 2, 5, 10]
)
expected = item_gpcm.expected_score(theta=0.0)

Scale Transformation

Mean-Mean

from EqUMP.linking import mean_mean
from EqUMP.tests.linking.helper import load_SNSequate_data
SNS_param_x, SNS_param_y = load_SNSequate_data()
SNS_param_new = SNS_param_x[["a","b","c"]].to_dict(orient="index") # SNSequate에서 y가 구 검사형, X가 신 검사형에 주의
SNS_param_old = SNS_param_y[["a","b","c"]].to_dict(orient="index")

res_python = mean_mean(
    params_new=SNS_param_new,
    params_old=SNS_param_old,
    common_new=[3, 6, 9, 12, 15, 18, 21, 24, 27, 30, 33, 36],
    common_old=[3, 6, 9, 12, 15, 18, 21, 24, 27, 30, 33, 36],
)

Mean-Sigma

from EqUMP.linking import mean_sigma
from EqUMP.tests.linking.helper import load_SNSequate_data
SNS_param_x, SNS_param_y = load_SNSequate_data()
SNS_param_new = SNS_param_x[["a","b","c"]].to_dict(orient="index") # SNSequate에서 y가 구 검사형, X가 신 검사형에 주의
SNS_param_old = SNS_param_y[["a","b","c"]].to_dict(orient="index")

res_python = mean_sigma(
    params_new=SNS_param_new,
    params_old=SNS_param_old,
    common_new=[3, 6, 9, 12, 15, 18, 21, 24, 27, 30, 33, 36],
    common_old=[3, 6, 9, 12, 15, 18, 21, 24, 27, 30, 33, 36]
)

Haebara

from EqUMP.linking import haebara
from EqUMP.tests.linking.helper import load_SNSequate_data
SNS_param_x, SNS_param_y = load_SNSequate_data()
SNS_param_new = SNS_param_x[["model", "a","b","c"]].to_dict(orient="index")
SNS_param_old = SNS_param_y[["model", "a","b","c"]].to_dict(orient="index")

res_python = haebara(
    items_new=SNS_param_new,
    items_old=SNS_param_old,
    common_new=[3, 6, 9, 12, 15, 18, 21, 24, 27, 30, 33, 36],
    common_old=[3, 6, 9, 12, 15, 18, 21, 24, 27, 30, 33, 36],
    D=1.7,
    quadrature="custom",
    nodes_new=np.linspace(-4, 4, 161),
    nodes_old=np.linspace(-4, 4, 161),
    weights_new=np.full(161, 0.05),
    weights_old=np.full(161, 0.05),
    symmetry=False,
)

Stocking-Lord

from EqUMP.linking import stocking_lord
from EqUMP.tests.linking.helper import load_SNSequate_data
SNS_param_x, SNS_param_y = load_SNSequate_data()
SNS_param_new = SNS_param_x[["model", "a", "b", "c"]].to_dict(orient="index")
SNS_param_old = SNS_param_y[["model", "a", "b", "c"]].to_dict(orient="index")

res_python = stocking_lord(
    items_new=SNS_param_new,
    items_old=SNS_param_old,
    common_new=[3, 6, 9, 12, 15, 18, 21, 24, 27, 30, 33, 36],
    common_old=[3, 6, 9, 12, 15, 18, 21, 24, 27, 30, 33, 36],
    D=1.7,
    quadrature="custom",
    nodes_new=np.linspace(-4, 4, 161),
    nodes_old=np.linspace(-4, 4, 161),
    weights_new=np.full(161, 0.05),
    weights_old=np.full(161, 0.05),
    symmetry=False,
)

True Score Equating

from EqUMP.equating.TSE import tse

params_new = {
    0: {"a": 1.2, "b": -0.5},
    1: {"a": 1.0, "b": 0.0},
    2: {"a": 1.5, "b": 0.8},
    3: {"a": 0.9, "b": -1.2}
}
params_old = {
    0: {"a": 1.15, "b": -0.47},
    1: {"a": 0.95, "b": 0.05},
    2: {"a": 1.45, "b": 0.85},
    3: {"a": 0.85, "b": -1.15}
}
common_new = [0, 1, 2]
common_old = [0, 1, 2]
model_new = {0: "2PL", 1: "2PL", 2: "2PL", 3: "2PL"}
model_old = {0: "2PL", 1: "2PL", 2: "2PL", 3: "2PL"}
ts = 2.5
theta_eq, score_old = tse(ts, params_new, params_old, common_new, common_old, 
                           model_new, model_old, theta=0.0, D=1.702, anchor="internal")
# Returns: (theta_estimate, equivalent_score_on_old_form)

Observed Score Equating

# in developing

Kernel Methods

# in developing

How to contribute

EqUMP is actively being developed, and upcoming releases will include additional item response models and equating methods. We welcome contributions of any kind—if you’d like to get involved, please check out our contribution guidelines.

How to cite

  ```
  this section will be filled after publishing this package in a peer reviewed journal
  ```

Used by

following contents are not real at all. It's just our hope and vision

fictitious company scale linking, true score equating

fictitious high school item paramter estimation

CBTManager emulate scale linking, ploting

💡 Want your organization featured? Open an Issue or Pull Request to be listed.

References

• [1] Kolen, M. J., & Brennan, R. L. (2014). Test equating, scaling, and linking: Methods and practices (3rd ed.). Springer Science + Business Media. https://doi.org/10.1007/978-1-4939-0317-7.
• [2] 김성훈. (2022). 문항반응이론 검사 동등화. 공동체.
• [3] Andersson, B., Bränberg, K., & Wiberg, M. (2013). Performing the Kernel Method of Test Equating with the Package kequate. Journal of Statistical Software, 55(6), 1–25. https://doi.org/10.18637/jss.v055.i06
• [4] Battauz, M. (2015). equateIRT: An R Package for IRT Test Equating. Journal of Statistical Software, 68(7), 1–22. https://doi.org/10.18637/jss.v068.i0