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生活质量的反思性、因果性和复合指标:概念性区分还是实证性区分?

Reflective, causal, and composite indicators of quality of life: A conceptual or an empirical distinction?

作者信息

Costa Daniel S J

机构信息

Psycho-oncology Co-operative Research Group (PoCoG), School of Psychology, The University of Sydney, Level 6, Chris O'Brien Lifehouse (C39Z), Sydney, NSW, 2006, Australia,

出版信息

Qual Life Res. 2015 Sep;24(9):2057-65. doi: 10.1007/s11136-015-0954-2. Epub 2015 Mar 1.

DOI:10.1007/s11136-015-0954-2
PMID:25725599
Abstract

Items (or indicators) that constitute "quality of life" instruments can be classified as either reflective (manifestations of some underlying construct), causal (the construct is an effect of the indicators), or composite (the construct is an exact linear combination of the indicators). Psychometric methods based on inter-item associations are only appropriate for reflective indicators, whereas other statistical and non-statistical validation methods can be used for composite or causal indicators. Thus, the distinction has important practical, as well as theoretical, implications. Attempts have been made to empirically identify which items of the EORTC QLQ-C30, a cancer-specific instrument, are causal and which are reflective. Such attempts, however, first require commitment to a particular definition of quality of life, of which there are many. Whether an indicator forms a composite, is causal or reflective of quality of life will depend on the definition adopted, and therefore, the reflective-composite-causal distinction is, arguably, best established on conceptual rather empirical grounds, guided by the "mental experiments" suggested by Bollen (Structural equations with latent variables, Wiley, New York, 1989). Conceptual models of health status and quality of life, as well as a cognitive-linguistic approach to quality of life assessment, may make some contribution to this practice. Theoretical consideration of indicator content can guide not only instrument development and validation, but also the selection of an appropriate instrument.

摘要

构成“生活质量”测评工具的项目(或指标)可分为反映性(某些潜在结构的表现形式)、因果性(该结构是指标的一种效应)或综合性(该结构是指标的精确线性组合)。基于项目间关联的心理测量方法仅适用于反映性指标,而其他统计和非统计验证方法可用于综合性或因果性指标。因此,这种区分具有重要的实践意义和理论意义。人们已尝试通过实证确定欧洲癌症研究与治疗组织生活质量核心问卷(EORTC QLQ-C30,一种癌症专用测评工具)中的哪些项目是因果性的,哪些是反映性的。然而,此类尝试首先需要对生活质量有一个特定的定义,而关于生活质量的定义有很多。一个指标是构成综合性指标、是生活质量的因果性指标还是反映性指标,将取决于所采用的定义,因此,反映性 - 综合性 - 因果性的区分,可以说最好在概念而非实证基础上确立,以博伦(《潜变量结构方程》,威利出版社,纽约,1989年)所建议的“思维实验”为指导。健康状况和生活质量的概念模型,以及生活质量评估的认知 - 语言方法,可能会对这种实践有所贡献。对指标内容的理论思考不仅可以指导测评工具的开发和验证,还可以指导合适测评工具的选择。

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