Gastroenterology

Gastroenterology

Volume 126, Supplement 1, January 2004, Pages S124-S128
Gastroenterology

Outcome assessment
Translation and validation of study instruments for cross-cultural research

https://doi.org/10.1053/j.gastro.2003.10.016Get rights and content

Abstract

Cross-cultural research often involves physicians, nurses, and other health care providers. In studies of fecal and urinary incontinence, cross-cultural research has been applied to quality-of-life comparisons, and instruments have been translated to foreign languages for use in other countries. This report presents some of the principal methodological issues and problems associated with translating questionnaires for use in cross-cultural research in a manner relevant to clinicians and health care practitioners who are aware that, unless these potential problems are addressed, the results of their research may be suspect. Translation is the most common method of preparing instruments for cross-cultural research and has pitfalls that threaten validity. Some of these problems are difficult to detect and may have a detrimental effect on the study results. Identification and correction of problems can enhance research quality and validity. A method for translation and validation is presented in detail. However, the specific validation method adopted is less important than the recognition that the translation process must be appropriate and the validation process rigorous.

Section snippets

The problem

Cross-cultural research has specific methodological problems, most relating to translation quality and the comparability of results in different cultural and ethnic groups. These technical traps may lead to erroneous research conclusions that, although due to methodological flaws, are undetectable as such and considered to be substantive in nature.

It is not enough to translate a questionnaire literally. The additional challenge is to adapt it in a culturally relevant and comprehensible form

Translation

There are 2 sets of baseline circumstances for instrument development in cross-cultural research. In the first, a research instrument is developed de novo for use in 2 or more languages and can be molded in an ongoing reciprocal process. An assumption underlying this approach is that neither language is primary (no source language). It allows for greater creativity and provides the opportunity to align the 2 versions more closely.

In the more usual set of circumstances, clinicians do not develop

Fine tuning of translated instruments

The back-translation technique is preferred even though it is time consuming and can be expensive. However, it also has potential traps. Good translators can achieve a back translation that is similar to the source even though the original translation is not good.14 This “accomplishment” provides a methodological disservice. It can occur because back translators may intuitively make sense of poorly written language, in effect, correcting it. They also may retain the grammatical form of the

Validation of the translation

Several methods can be used to validate translation; none is fail-safe. One method is evaluation by teams of experts, bilinguals, or focus groups of potential research subjects. In one variation, the instrument in its original version and its source version are given to bilingual persons in alternating language order and assessed accordingly. The use of bilingual subjects for pretesting also creates methodological problems. The translated instrument is intended ultimately for monolingual

Testing comparability and interpretability

Our method uses 2 measures of comparison to evaluate the success of the translation process: comparability of language and similarity of interpretability. Likert scales ranging from 1 (extremely comparable/extremely similar) to 7 (not at all comparable/not at all similar) are used. Table 1 shows the rating sheet used for this evaluation. Comparability of language refers to the formal similarity of words, phrases, and sentences. If the questions are judged to be identical or extremely

Conclusion

This report presents methodological issues associated with translating questionnaires for use in cross-cultural research in a manner relevant to clinicians and health care practitioners. Translation is the most common method of preparing instruments for cross-cultural research. It has pitfalls that threaten validity. Some of these problems are difficult to detect and may have detrimental effects on study results.

A method of translation validation is presented in detail as an example. The

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