Cited by 3,322Health Education and ValidationPsychometric Methodologies and TestingCultural Competency in Health Care

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Translation, adaptation and validation of instruments or scales for use in cross‐cultural health care research: a clear and user‐friendly guideline

Sousa, Valmi D., Rojjanasrirat, Wilaiporn·2011·Journal of Evaluation in Clinical Practice

DOI 10.1111/j.1365-2753.2010.01434.x

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Abstract

RATIONALE, AIMS AND OBJECTIVES: The diversity of the population worldwide suggests a great need for cross-culturally validated research instruments or scales. Researchers and clinicians must have access to reliable and valid measures of concepts of interest in their own cultures and languages to conduct cross-cultural research and/or provide quality patient care. Although there are well-established methodological approaches for translating, adapting and validating instruments or scales for use in cross-cultural health care research, a great variation in the use of these approaches continues to prevail in the health care literature. Therefore, the objectives of this scholarly paper were to review published recommendations of cross-cultural validation of instruments and scales, and to propose and present a clear and user-friendly guideline for the translation, adaptation and validation of instruments or scales for cross-cultural health care research. METHODS: A review of highly recommended methodological approaches to translation, adaptation and cross-cultural validation of research instruments or scales was performed. Recommendations were summarized and incorporated into a seven-step guideline. Each one of the steps was described and key points were highlighted. Example of a project using the proposed steps of the guideline was fully described. CONCLUSIONS: Translation, adaptation and validation of instruments or scales for cross-cultural research is very time-consuming and requires careful planning and the adoption of rigorous methodological approaches to derive a reliable and valid measure of the concept of interest in the target population.

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Authors: Sousa, V. D., & Rojjanasrirat, W.
Affiliations: University of Kansas (US)
Graceland University (US)
Corresponding author: Sousa, Valmi D.
ORCID: Rojjanasrirat, Wilaiporn
Venue: Journal of Evaluation in Clinical Practice
Publisher: Wiley
Published: 2010-09-28
Volume: 17
Issue: 2
Pages: 268-274
ISSN: 1356-1294 (ISSN-L)
1365-2753
DOI: 10.1111/j.1365-2753.2010.01434.x
OpenAlex: W1851740361
Cited by: 3,322
References: 35
Citations by year: 2026: 454 · 2025: 503 · 2024: 436 · 2023: 387 · 2022: 416 · 2021: 313 · 2020: 221 · 2019: 167 · 2018: 120 · 2017: 92 · 2016: 86 · 2015: 59 · 2014: 37 · 2013: 13 · 2012: 11
FWCI: 43.44
Type: journal article
Language: en
Open access: closed
Licence: onlinelibrary.wiley.com/termsAndConditions#vor (vor)
Locations: Journal of Evaluation in Clinical Practice (publishedVersion)
PubMed (publishedVersion)
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 › Cultural Competency in Health Care
Keywords: cross-cultural validation, psychometric validation, validation guidelines, reliability and validity, patient-reported outcome measures
MeSH terms: Cross-Cultural Comparison, Female, Health Services Research, Humans, Male, Psychometrics, Surveys and Questionnaires, Translating, Guidelines as Topic

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Translation, adaptation and validation of instruments or scales for use in cross‐cultural health care research: a clear and user‐friendly guideline

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