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测量工具的翻译、跨文化调适与验证:新手研究者实用指南

Translation, Cross-Cultural Adaptation, and Validation of Measurement Instruments: A Practical Guideline for Novice Researchers.

作者信息

Cruchinho Paulo, López-Franco María Dolores, Capelas Manuel Luís, Almeida Sofia, Bennett Phillippa May, Miranda da Silva Marcelle, Teixeira Gisela, Nunes Elisabete, Lucas Pedro, Gaspar Filomena

机构信息

Nursing Research, Innovation and Development Center (CIDNUR) of Lisbon, Nursing School of Lisbon, Lisboa, Portugal.

CTS-464 Nursing and Innovation in Healthcare, University of Jaén, Jaén, Spain.

出版信息

J Multidiscip Healthc. 2024 May 31;17:2701-2728. doi: 10.2147/JMDH.S419714. eCollection 2024.

Abstract

Cross-cultural validation of self-reported measurement instruments for research is a long and complex process, which involves specific risks of bias that could affect the research process and results. Furthermore, it requires researchers to have a wide range of technical knowledge about the translation, adaptation and pre-test aspects, their purposes and options, about the different psychometric properties, and the required evidence for their assessment and knowledge about the quantitative data processing and analysis using statistical software. This article aimed: 1) identify all guidelines and recommendations for translation, cross-cultural adaptation, and validation within the healthcare sciences; 2) describe the methodological approaches established in these guidelines for conducting translation, adaptation, and cross-cultural validation; and 3) provide a practical guideline featuring various methodological options for novice researchers involved in translating, adapting, and validating measurement instruments. Forty-two guidelines on translation, adaptation, or cross-cultural validation of measurement instruments were obtained from "CINAHL with Full Text" (via EBSCO) and "MEDLINE with Full Text". A content analysis was conducted to identify the similarities and differences in the methodological approaches recommended. Bases on these similarities and differences, we proposed an eight-step guideline that includes: a) forward translation; 2) synthesis of translations; 3) back translation; 4) harmonization; 5) pre-testing; 6) field testing; 7) psychometric validation, and 8) analysis of psychometric properties. It is a practical guideline because it provides extensive and comprehensive information on the methodological approaches available to researchers. This is the first methodological literature review carried out in the healthcare sciences regarding the methodological approaches recommended by existing guidelines.

摘要

用于研究的自我报告测量工具的跨文化验证是一个漫长而复杂的过程,它涉及可能影响研究过程和结果的特定偏差风险。此外,它要求研究人员具备广泛的技术知识,涵盖翻译、改编和预测试方面、其目的和选项、不同的心理测量特性,以及评估所需的证据,以及使用统计软件进行定量数据处理和分析的知识。本文旨在:1)识别医疗保健科学领域内关于翻译、跨文化改编和验证的所有指南和建议;2)描述这些指南中确立的进行翻译、改编和跨文化验证的方法;3)为参与测量工具翻译、改编和验证的新手研究人员提供一个包含各种方法选项的实用指南。从“CINAHL全文数据库”(通过EBSCO)和“MEDLINE全文数据库”获取了42份关于测量工具翻译、改编或跨文化验证的指南。进行了内容分析,以确定所推荐方法的异同。基于这些异同,我们提出了一个八步指南,包括:a)正向翻译;2)翻译综合;3)反向翻译;4)协调;5)预测试;6)现场测试;7)心理测量验证,以及8)心理测量特性分析。这是一个实用指南,因为它为研究人员提供了关于可用方法的广泛而全面的信息。这是医疗保健科学领域首次针对现有指南推荐的方法进行的方法学文献综述。

https://cdn.ncbi.nlm.nih.gov/pmc/blobs/db46/11151507/10ce1b9e56df/JMDH-17-2701-g0001.jpg

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