Nuffield Department of Medicine Centre for Global Health Research, University of Oxford, Oxford, UK.
School of Social Policy, University of Birmingham, Birmingham, UK.
J Glob Health. 2024 Jul 19;14:04151. doi: 10.7189/jogh.14.04151.
Valid, reliable and cross-cultural equivalent scales and measurement instruments that enable comparisons across diverse populations in different countries are important for global health research and practice. We developed a 10-step framework through a scoping review of the common strategies and techniques used for scale development and validation in a cross-cultural, multi-lingual, or multi-country setting, especially in health care research.
We searched MEDLINE, Embase, and PsycINFO for peer-reviewed studies that collected data from two or more countries or in two or more languages at any stages of scale development or validation and published between 2010-22. We categorised the techniques into three commonly used scale development and validation stages (item generation, scale development, and scale evaluation) as well as during the translation stage. We described the most commonly used techniques at each stage.
We identified 141 studies that were included in the analysis. We summarised 14 common techniques and strategies, including focus groups or interviews with diverse target populations, and involvement of measurement experts and linguists for item content validity expert panel at the item generation stage; back-and-forth translation, collaborative team approach for the translation stage; cognitive interviews and different recruitment strategies and incentives in different settings for scale development stage; and three approaches for measurement invariance (multigroup confirmatory factor analysis, differential item functioning and multiple indicator multiple causes) for scale evaluation stage.
We provided a 10-step framework for cross-cultural, multi-lingual or multi-country scale development and validation based on these techniques and strategies. More research and synthesis are needed to make scale development more culturally competent and enable scale application to better meet local health and development needs.
在全球健康研究和实践中,能够比较不同国家和文化背景下的多样化人群的有效、可靠和跨文化等效的量表和测量工具非常重要。我们通过对跨文化、多语言或多国家环境中量表开发和验证的常用策略和技术进行范围综述,制定了一个 10 步框架,特别是在医疗保健研究中。
我们在 MEDLINE、Embase 和 PsycINFO 中搜索了同行评审的研究,这些研究在量表开发或验证的任何阶段都从两个或多个国家或两种或多种语言中收集数据,并于 2010-22 年期间发表。我们将技术分为三个常用的量表开发和验证阶段(项目生成、量表开发和量表评估)以及翻译阶段。我们描述了每个阶段最常用的技术。
我们确定了 141 项纳入分析的研究。我们总结了 14 种常见的技术和策略,包括对目标人群进行焦点小组或访谈,以及在项目生成阶段聘请测量专家和语言学家参与项目内容效度专家小组;在翻译阶段进行反复翻译、协作团队方法;在量表开发阶段进行认知访谈以及在不同环境中采用不同的招募策略和激励措施;以及在量表评估阶段采用三种测量不变性方法(多组验证性因素分析、差异项目功能和多指标多原因)。
我们基于这些技术和策略为跨文化、多语言或多国家的量表开发和验证提供了一个 10 步框架。需要进一步的研究和综合,以使量表开发更具文化能力,并使量表应用更好地满足当地健康和发展需求。