STEPS IN INSTRUMENT
DEVELOPMENT
Dr. Akila Ganesh, MDS, PhD,
Professor and Head
Department of Public Health Dentistry
Sri Ramachandra Dental College and Hospital
Sri Ramachandra Institute of Higher Education and Research
CONTENTS
1
• Tool - introduction
2 • Types of questions
3 • Steps in tool development
4 • Common errors
5 • Writing good questions
6
• Key points
7
• Conclusion
INTRODUCTION - QUESTIONNAIRE
• Set of questions trying to measure different
aspects of the same trait
• Inventory – list of choices
• Scale – set of possible answers to a question
(on a scale of 1 to 10)
• Information that cannot be assessed by physical
examination
QUESTIONNAIRE – INFORMATION
MEASURED?
Psychological Knowledge/ Behaviors
constructs awareness/ (practices)
attitudes/beliefs
QUESTIONNAIRE - OPTIONS
Use an existing Modify an Develop a new
questionnaire existing questionnaire
questionnaire
A WELL DESIGNED QUESTIONNAIRE
Meet the objectives of the study
Obtain the most complete and accurate information
possible
To be done within limits of available time and
resources
METHODS OF ADMINISTRATION
Rater administered
Self administered
Telephone interview
Internet
Questions
Open ended Close ended
Close ended Close ended Partially close
with ordered with unordered ended
choices choices
CLOSE ENDED QUESTIONS - SCENARIOS
Interview Less Partially
quick & demanding One wants close ended
easy for for spontaneous – generates
statistician reply new
respondents information
OPEN ENDED QUESTIONS - SCENARIOS
Very
demanding for
Too many respondents Researcher
categories to be & wants to Well suited
listed provide an when a precise
Rarely provide opportunity for piece of
& accurate respondents to information is
Least amount of measurement or express needed
effort to write consistent/ themselves
comparable
information
Open ended questions Close ended questions
Advantages
Advantages
-Respondent answers using own words
-Greater uniformity of results
-Respondent not influenced by any
specific alternative suggested by -Easier to code, process and analyse
interviewer -Used for comparing responses across
-Reveals what is most salient to different groups
respondent
-Suggest answers that may not been
thought of
Disadvantages
-Lot of irrelevant material Disadvantages
-Individuals differ in their ability to -Could force respondent into selecting
articulate inappropriate options
-Analysis – tedious and demanding -May not permit expression of exact
shades of opinion
CATEGORY ORDER EFFECT
In questions with a long list of unordered responses
Mail – select first response
Telephone/face to face survey – select last responses
Increases measurement error
STEPS IN TOOL DEVELOPMENT
Cognitive
Choose title interviewing Pre testing
Formation of
Focus group
a conceptual discussion Validity
framework
Item pool Refinement of Reliability
generation item pool
Vaughn AE, Tabak RG, Brynt MJ, Ward DS. Measuring parent food practices: a systematic review of existing
measures and examination of instruments. Int J Behav Nutr Phys Act 2013;10:61.
FEAST SCALE
Feeding At Sleep Time (FeAST) scale
Night time feeding practices – risk factor in ECC
Sleep time feeding practices – must be considered
Lack of such a scale
FORMATION OF A CONCEPTUAL
FRAMEWORK
Literature Existing One’s
search questionnaire knowledge and
opinion
FEEDING AT SLEEP TIME (FEAST) SCALE
Conceptual
framework
Breast feeding Bottle feeding Other feeding
construct construct modes
ITEM POOL GENERATION
Items must address the research
question
Must be suitable to method of
administration
Phrased at participant’s level of
understanding
Parmenter K, Wardle J. Development of a general nutrition knowledge questionnaire for adults. Eur J
Clin Nutr 1999;53:298-308.
ITEM POOL GENERATION - SOURCES
1 2 3 4
Clinical Expert
observation Research Theory
opinion
ITEM POOL GENERATION - SELECTING ITEMS
Reading level • Use short sentences
Ambiguity • Question wording lacks ambiguity
Double • Deal with only one central thought
barreled
Use of • Lead to misunderstandings
negatives • Respondents puzzled and give wrong answers
ITEM POOL GENERATION – SELECTING ITEMS
Double • Avoid
negatives • Weaken robustness of question
Value laden • Avoid items that will prejudice respondents
words
Leading • Respondents tends to answer in a way they desire to be socially
questions desired by interviewer
Hypothetical • Forces subject to think of something they have never considered
questions • Not produce clear and consistent data representing real opinion
ITEM POOL GENERATION
Certain
• Inappropriate questions
degree of can be removed later
redundancy
• Retain weak items
Conservative • assess their performance
approach in subsequent steps
• Difficult to restore later
ITEM POOL GENERATION
REFINEMENT OF ITEM POOL
Focus group Cognitive
discussion interviewing Pre testing
FOCUS GROUP DISCUSSION
Directed group discussion or focus group
Organised discussions led by a moderator
Volunteer to participate - given an incentive
Does not comprise a sufficiently large sample – 8 to 10 people
Participants are not randomly selected -similar in some important way
FOCUS GROUP DISCUSSION
Purpose of FGD - Briefed
What problem are you trying to solve?
What new information do you need to solve it?
Use informal loosely structured interviews
Audio and video recorded
FOCUS GROUP DISCUSSION
Head start – knowing which question to ask in a survey
Does not substitute for quantitative surveys
Generate ideas or hypothesis for later testing
Questions and answers are not formulated ahead of time
Broder HL, McGrath C, Cisneros GJ. Questionnaire development: face validity and item impact testing of the
Child Oral Health Impact Profile. Community Dent Oral Epidemiol 2007;35(Suppl 1):8-19.
FOCUS GROUP DISCUSSION -QUESTION PROBES
‘What do you think this section is testing?’
‘Are you unfamiliar with any of the terms used in this
question?’
‘Do you find this question confusing or intentionally
misleading?’
Broder HL, McGrath C, Cisneros GJ. Questionnaire development: face validity and item impact testing of
the Child Oral Health Impact Profile. Community Dent Oral Epidemiol 2007;35(Suppl 1):8-19.
FOCUS GROUP DISCUSSION
COGNITIVE INTERVIEWING
Focuses on the questionnaire
Explicitly focuses on cognitive processes
Done soon after initial drafting of the questionnaire
Trained interviewers conduct interviews with volunteer participants
COGNITIVE INTERVIEWING
A useful means to test questionnaire – DOES
NOT VALIDATE IT
Does not in itself result in improved questionnaire
Volunteer participants representative of target
population recruited and interviewed
Helps identify potential problems in items
COGNITIVE INTERVIEWING – PURPOSE
Test the response scale – their adequacy, relevance and
understanding
Assess the comprehensiveness, relevance and clarity of expression of
the formulated items
Generate new items /modify existing items from the opinions of the
participants
Elimination of irrelevant items and rephrasing of items from the scale
Reducing ambiguity and maximising clarity of the questions.
‘THINK ALOUD’ METHOD
ADVANTAGES DISADVANTAGES
Freedom from interviewer imposed Need for participant training
bias
Participant resistance
Minimal interviewing training
requirements
Burden on participant
Open ended format
Tendency for participant to stray from
task
COGNITIVE SURVEY
INTERVIEWING
Collects data
Analyses questions
COGNITIVE INTERVIEW - QUESTION PROBES
Was this question hard or easy to answer?
Determine comprehension Ability to re call
How do you remember this?
To study recall strategy
How sure are you of your answer?
Confidence probe
What according to you is ‘ hard work(for eg.)?’
Interpretation of a specific term
COGNITIVE INTERVIEW - QUESTION PROBES
Did this question make sense to you? If not, why?
Will this make sense to people like you?
Will this question be understood differently?
Does this question make you feel uncomfortable?
Is there a better way to ask this?
COGNITIVE INTERVIEW – SUMMARY
Conducted with 5 to 10 participants
Emphasis on comprehension, question wording, format
Interviewers write up comments on each interview
Meet as a group to discuss results
Propose potential modifications, then revise questionnaire
TRANSLATION
• Evaluate the quality of instrument and
1 compare its use in the target culture
• Translate and back translate the
2 instrument
• Pilot test the instrument
3
TRANSLATION - STEPS
• Instrument translated from
Translation source to target language
Back • Instrument translated from
target to source language
translation
• Both versions of source
Finally language compared
TRANSLATION - QUALITY EQUIVALENCE
Similarity in meaning of concept when translated
into another language
Many challenges to adequately developing
questionnaires for multilingual use
Researchers inexperienced in cross cultural
studies, underestimate importance of translation
Many unfamiliar with its implications for
reliability and validity.
ISSUES TO CONSIDER
1 • Use simple sentences
2 • Use colloquial words, with caution
3 • Minimise redundancy in sentences
4 • Avoid too much detail
5 • Allocate budget for translation
PRE-TESTING
1 • Members of target audience interviewed –
accurate capture of their vernacular
2 • Mandatory
3 • Primary rationale – eliminate items that the
participants perceived as unimportant
4 • Jargon and technical terms used with caution
Dawis RV. Scale Construction. J Couns Psychol 1987;34: 481-489
PRE TEST INSTRUMENT
Conduct an initial study to assess usefulness of instrument
Make revisions based on results of initial study
Re evaluate the instrument, give revised instrument to
another group of subjects
PRE TESTING – TO CHECK FOR
Understanding of the questionnaire
Wording of terms
Adequacy of responses
Any regional differences
If filter questions and skip patterns are adequate
PRE TESTING
• Frequency of If too many respondents
endorsement do not want to answer
the same question
Consider
eliminating it
FEAST SCALE
VALIDITY TESTING
‘Subject Matter Experts’
Checked whether items reflected what they wanted to measure
Assess response options
Feasibility of using the instrument
Remarks were consolidated and duly incorporated
VALIDITY
Face validity
Evaluated by a More the Calculates the
group of Subjective experts, higher amount of
experts process the face agreement
validity among experts
Content validity
Extent to
which
questionnaire Cover Relies on
probes various representative Use sensible
aspects of collection of methods of past
areas it is items construction experience
suppose to
measure
Criterion validity
Looks at how new Use of a gold
measures relates to standard/ Potential problems –
other measures or benchmark - Good finding a ‘Gold
diagnosis indicator standard’
Construct validity
- Also called - Good constructs:
clear operational More a construct is
factorial validity used by researchers
defns. involving
measurable in more settings,
- Most difficult constructs more its construct
validity to measure! validity
RELIABILITY
Consistency of measurement
Degree to which an instrument measures the same
way each time it is used under the same condition
with the same participant
Ranges from 0 to 1
Test re-test reliability
At two No change Average two
Assesses in weeks
consistency Most separate underlying Problems of
across time conservative times for interval
method each condition attrition
between test (10 - 14
participant 1 and test2 days)
Internal consistency
Single Judging by
To assess measurement estimating how
consistency of instrument well the items Based on inter
results across administered to that reflect the correlation
items within a a group of same construct between items
test people on one yield similar
occasion results
RELIABILITY
• Kappa
Test – re test • 0.81 - 1
• Crohnbach’s
Internal alpha
consistency • 0.7 - 1
VALIDITY/RELIABILITY
Repeated administration of a scale yields more
or less the same scores in stable participants -
fundamental property - defines the scale's
reproducibility and validity.
VALIDITY RELIABILITY
Theoretical aspect Statistical aspect
Guyatt GH, Deyo RA, Charlson M, Levine MN, Mitchell A. Responsiveness and validity in health status
measurement: a clarification. J Clin Epidemiol 1989;42:403-408.
FRONT COVER -DESIGN
Well
designed
cover
Informative Graphic Name of
title design sponsor
BACK COVER - DESIGN
Back cover
Invitation to Plenty of Thank you – Address to be Toll free
make blank space bottom of the returned number if they
comments page need help
COMMON ERRORS
Age • Consider getting date of birth
Income • Provide ranges to choose from
Relationship • Ask only if needed for the research
status, Religion
Occupational • Never open ended
status • Additional time - recoding
WRITING GOOD QUESTIONS
Be specific Don’t be vague
Use simple words Keep it short
Don’t talk down to respondents Don’t be too specific
KEY POINTS
Initial item • Great care
pool • Include 3 times of the finalised version
• Cognitive interviewing
Vital steps • Pre testing
• Expert review
Content • FGD – Qualitiative component
• Imperative to include a gamut of items
validity from various possible views
CONCLUSION
Critical to success
QUESTIONS
Independently built
Placed relative to each
other & then connected –
NEVER LEFT TO CHANCE
PILLARS
REFERENCES
Salant P, Dillman D. How to conduct your own survey. John Wiley and sons
Handbook – Workshop on Instrument development. Organised by Samarth and
Scarf Collaboration
Vaughn AE, Tabak RG, Brynt MJ, Ward DS. Measuring parent food practices: a
systematic review of existing measures and examination of instruments. Int J
Behav Nutr Phys Act 2013;10:61.
Trakman GL, Forsyth A, Hoye R, Belski R. Developing and validating a nutrition
knowledge questionnaire: key methods and considerations. Public Health Nutr
2017;20:2670-2679.
Broder HL, McGrath C, Cisneros GJ. Questionnaire development: face validity
and item impact testing of the Child Oral Health Impact Profile. Community
Dent Oral Epidemiol 2007;35(Suppl 1):8-19.
REFERENCES
DeVellis RF. Scale Development: Theory and Applications. 2016. New
York. Sage Publications. Inc.
McGrath C, Yeung RWK, Comfort MB, McMillan AS. Development and
evaluation of a questionnaire to evaluate clinical dental teachers
(ECDT). Br Dent J 2005;198:45-48.
Parmenter K, Wardle J. Development of a general nutrition
knowledge questionnaire for adults. Eur J Clin Nutr 1999;53:298-308.
Guyatt GH, Deyo RA, Charlson M, Levine MN, Mitchell A.
Responsiveness and validity in health status measurement: a
clarification. J Clin Epidemiol 1989;42:403-408.
If you don’t ask the right question,
you don’t get the right answer
-Edward Hodnett
Thank you!!!