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Translation of questionnaires and issues of equivalence
Abstract
Translation of questionnaires and issues of equivalence¶ The validity of studies using translated instruments may be questioned when there is a lack of attention to and/or minimal explanation of the procedures used for determining the equivalence between the primary and secondary language tool. Ensuring equivalence of a translated Chinese version of the Menstrual Distress Questionnaire is an important prerequisite for identifying culturally specific expressions of concepts under investigation and for cross‐cultural comparisons. This paper examines the principles and procedures for determining equivalence of translated tools and their application to the development of an equivalent Chinese version of the Menstrual Distress Questionnaire. Translation and back‐translation were used to develop a Chinese version of the Menstrual Distress Questionnaire. Bilingual university students completed both versions of the Menstrual Distress Questionnaire. Most of the Menstrual Distress Questionnaire items had an acceptable Kappa openface> 0·4. Intraclass correlation coefficients indicated moderate to high levels of equivalence for total scores and all scales. Improvement in the translation of some items is needed to further enhance the equivalence of the Chinese version of the Menstrual Distress Questionnaire.
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“To ensure a valid and systematic translation of the SNAIL items, we followed the international recommendations for translating psychological measurement instruments wherever possible [31-33].”
From Evaluating AI Courses: A Valid and Reliable Instrument for Assessing Artificial-Intelligence Learning through Comparative Self-Assessment (2023) · cites this paper as [33]
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“…semantic equivalence, where the meanings are similar in two cultures or languages after being translated; and content equivalence, which refers to the extent to which a construct holds similar meanings and relevance in two different cultures or languages (Cauce et al., 1998; Chang et al., 1999).”
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“Language differences pose the most obvious challenge to securing similarity in meaning as well as maintaining wording subtleties and cultural relevance of questionnaire items (Chang et al., 1999; Flaherty et al., 1988).”
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“For this reason, the items are valid for several cultures [3, 5 ]. This can be examined with the method of forward and backward translation [2].”
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“In general, each time an instrument is changed or applied to a new target population, its validity must be examined to ensure that using the new instrument will generate a valid assessment of the same meanings or constructs with the same accuracy as before when used to study a new target population (Chang et al., 1999…”
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“The questionnaire was developed in English, piloted, and translated into Mandarin Chinese, with translation and backtranslation being undertaken independently by bilingual public health professionals.(5) Questionnaires were sent to the physicians on July 9, 2003.”
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“To ensure a valid and systematic translation of the SNAIL items, we followed the international recommendations for translating psychological measurement instruments wherever possible [31–33].”
MethodMedina-Shepherd, R., & Kleier, J. A. (2010) · Cancer Nursing · doi:10.1097/ncc.0b013e3181c75d7b · Cited by 47
“Guidelines suggested by researchers indicated that the translation should be prepared by a professional translator, and the product be vetted for linguistic and cultural appropriateness by monolingual speakers of the target population.(13,14,19,20,22,23) Further recommendations suggest that the translation be tested i…”
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“To develop items in the interview schedule, several best-practice guidelines were followed (e.g., Marı́n and Marı́n 1991, Guillemin et al. 1993, Chang et al. 1999, Skaff et al. 2002, Maneesriwongul and Dixon 2004).”
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“The findings of the present study as well as the literature reinforce the importance of culturally sensitive revision and rigorous psychometric evaluation of Western scales before their use in Chinese cultures (Bracken and Barona, 1991; Chang et al., 1999).”
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“As with this study several published studies have used bi-lingual speakers to validate translated tools (Mumford et al., 1991a, b; Chang and Chau, 1999).”
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“An already described process that ensures conceptual equivalence, cultural sensitivity and validity was followed [4,18].”
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“The committee reviewed and agreed on a version of the C-GIQLI that best reflected the linguistic and conceptual equivalence to the original GIQLI [31].”
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“Finding the balance between a linguistic and conceptual equivalence to the original questionnaire is not a straightforward process (Chang et al., 1999).”
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“Low-quality translations often lack the semantic subtleties of the original items or imbue a different meaning altogether 20,21 .”
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“The authors have back-translated [19] and validated the Chinese version of SSQOL in a convenience sample of 135 Chinese community-residing stroke survivors.”
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“In future studies, the author suggests that the following steps should be taken (Brislin, 1970; McDermott and Palchanes, 1994; Temple, 1997; Chang et al., 1999):”
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Does Being Bilingual in English and Chinese Influence Responses to Quality-of-Life Scales?
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“The CM-SF-36 has been translated from original English version through a rigorous scientific process of forward and backward translations [10].”
InfluentialGoicolea, I., Christianson, M., Hurtig, A., Marchal, B., Sebastiån, M. S., & Wiklund, M. (2016) · BMC Health Services Research · doi:10.1186/s12913-016-1570-8 · Cited by 18
The impact of individual factors on healthcare staff's computer use in psychiatric hospitals
Koivunen, M. H., Valimaki, M. A., Koskinen, A., Staggers, N., & Katajisto, J. (2008) · Journal of Clinical Nursing · doi:10.1111/j.1365-2702.2007.02119.x · Cited by 16
Adaptação e validação do instrumento "Positions on nursing diagnosis" para a língua portuguesa
da Cruz, D. D. A. L. M., Hayashi, A. A. M., Oliva, A. P. V., & Corrêa, C. G. (2006) · Revista Brasileira de Enfermagem · doi:10.1590/s0034-71672006000200008 · Cited by 15
Lisøy, C., Neumer, S., Waaktaar, T., Ingul, J. M., Holen, S., & Martinsen, K. D. (2022) · International Journal of Methods in Psychiatric Research · doi:10.1002/mpr.1935 · Cited by 19
Social rehabilitation in long-term conditions: learning about the process.
Portillo, M. C., & Cowley, S. (2011) · Journal of Advanced Nursing · doi:10.1111/j.1365-2648.2010.05600.x · Cited by 11
Yang, L., Sin, K. F., & Savickas, M. L. (2023) · Frontiers in Psychology · doi:10.3389/fpsyg.2023.1030218 · Cited by 25
Debb, S. M., Arnold, B. J., Pérez, B. Y. C., & Cella, D. F. (2010) · Psycho-Oncology · doi:10.1002/pon.1698 · Cited by 14
Amer, H. S. A., Alanazi, F., Eldesoky, M., & Honin, A. (2020) · PLoS ONE · doi:10.1371/journal.pone.0231382 · Cited by 14
RetractedDu, J., Jiang, Y., Lloyd, C. E., Sartorius, N., Ren, J., Zhao, W., Wei, J., & Hong, X. (2023) · BMC Psychiatry · doi:10.1186/s12888-023-05381-9 · Cited by 13
“The WHO-5-C experienced translation and back-translation procedures by two individual translators and was further convinced in two pilot studies, reporting no difficulty in understanding the questions [24].”
MethodWallace, D. D., Barrington, C., Albrecht, S. S., Gottfredson, N. C., Carter‐Edwards, L., & Lytle, L. A. (2021) · Ethnicity and Health · doi:10.1080/13557858.2021.1880549 · Cited by 12
Lin, I., Tsai, Y., Peper, E., & Yen, C. (2013) · Journal of obstetrics and gynaecology research · doi:10.1111/jog.12020 · Cited by 13
“The Chinese version of the MDQ has an acceptable internal consistency and intercycle stability.(29) In this study, the internal consistency reliability (Cronbach’s a) of MDQ was 0.”
BackgroundReliability and Validity of the Chinese Version of the Worry Scale
Shiu, A. T., & Wong, R. Y. (2004) · Public Health Nursing · doi:10.1111/j.0737-1209.2004.21308.x · Cited by 13
Alboliteeh, M. (2015) · Adelaide Research & Scholarship (AR&S) (University of Adelaide) · Cited by 13
Lim, S. H., He, H. G., & Chan, S. W. (2016) · Cancer Nursing · doi:10.1097/ncc.0000000000000411 · Cited by 12
“Establishing equivalence between the original and target language version will minimize any bias toward a particular culture or nation.(24) Demonstrating psychometric adequacy of the target language aims to provide an adequate reliability and validity in the measurement of a particular phenomenon of interest.”
BackgroundGerman Translation of the Satisfaction With Life Scale for Children and Adolescents
Lang, J., & Schmitz, B. (2019) · Journal of Psychoeducational Assessment · doi:10.1177/0734282919849361 · Cited by 12
Duc, N. T. M., Dila, K. A. S., Nguyen, D. H., Eltaybani, S., Singal, A. G., Siddiqui, A. R., Piault‐Louis, E., Fradelos, Ε. C., Ansar, F., Maselli, F., et al. (2025) · Tropical Medicine and Health · doi:10.1186/s41182-025-00798-2 · Cited by 11
“…been outlined in several established works, including (i) the need for a translation team; (ii) the identification of the target audience and objectives; (iii) the actual translation process itself, sometimes called forward translation [4], and (iv) the final proofreading and validation [3, 5–7].”
Evidence-based policing and police receptivity to research: evidence from Taiwan
Lin, K.-H., Sidebottom, A., & Wortley, R. (2022) · Policing An International Journal · doi:10.1108/pijpsm-04-2022-0050 · Cited by 11
Adapting health behavior measurement tools for cross-cultural use
Vreeman, R., McHenry, M. S., & Nyandiko, W. M. (2013) · Journal of Integrative Psychology and Therapeutics · doi:10.7243/2054-4723-1-2 · Cited by 11
“However, the few low kappa items contained subjective or colloquial Western terms that had been difficult to translate because the literal meanings in Chinese seemed strange [35].”
BackgroundTseng, T., Wu, C.-J. J., & Chang, A. M. (2020) · Contemporary Clinical Trials Communications · doi:10.1016/j.conctc.2020.100624 · Cited by 11
“With permissions obtained, translating these English versions into Chinese by translation and back-translation process [29].”
MethodSelf-citationThe development and reliability of the Cantonese version of the Allen Cognitive Level Screen
Chan, C. L. F., Ray, S. A., & Trudeau, S. A. (2001) · Occupational Therapy International · doi:10.1002/oti.152 · Cited by 11
“The emphasis of the translation was to look at the conceptual rather than the literal meaning (Chang et al., 1999).”
Background
Metadata
- Authors
- Chang, A. M., Chau, J. P. C., & Holroyd, E.
- Affiliations
- Chinese University of Hong Kong (HK)
- Venue
- Journal of Advanced Nursing
- Publisher
- Wiley
- Published
- 1999-02
- Volume
- 29
- Issue
- 2
- Pages
- 316-322
- ISSN
- 0309-2402 (ISSN-L)
- 1365-2648
- OpenAlex
- W2059004711
- Cited by
- 209
- References
- 18
- Citations by year
- 2026: 4 · 2025: 11 · 2024: 10 · 2023: 13 · 2022: 13 · 2021: 7 · 2020: 12 · 2019: 7 · 2018: 3 · 2017: 3 · 2016: 8 · 2015: 8 · 2014: 6 · 2013: 5 · 2012: 7
- FWCI
- 14.01
- Type
- journal article
- Language
- en
- Open access
- closed
- Locations
- Journal of Advanced Nursing (publishedVersion)
- PubMed (publishedVersion)
- RMIT Research Repository (RMIT University Library) (submittedVersion)
- Figshare (submittedVersion)
- Topics
- Health Sciences › Nursing › Research and Theory › Health Education and Validation
- Social Sciences › Decision Sciences › Management Science and Operations Research › Psychometric Methodologies and Testing
- Health Sciences › Medicine › Public Health, Environmental and Occupational Health › Menstrual Health and Disorders
- Keywords
- Menstrual Distress Questionnaire, questionnaire translation, cross-cultural equivalence, Chinese translation, back-translation, menstrual distress, psychometric validation, kappa agreement, intraclass correlation coefficient
- MeSH terms
- Adult, Cross-Sectional Studies, Cross-Cultural Comparison, Female, Hong Kong, Humans, Premenstrual Syndrome, Psychometrics, Surveys and Questionnaires, Retrospective Studies, Translating, Reproducibility of Results, Cross-Over Studies, Statistics, Nonparametric
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