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Cross-Cultural Survey
   Guidelines (CCSG) workshop

               Dublin, Feb. 2012

                    Prof. Edwin van Teijlingen
www.bournemouth.ac.uk
Comparative research
                    Comparative studies




•   Cross-national research helps one to look at
    problems from a different angle, questioning
    current practice, warn against side effects, etc.
     I.e. there exist ways of doing things which
    have not been considered in the UK (or
    Germany or Finland or …..) .
•   Cognitive psychology recognises that cognition
    is a situated process and that knowledge is a
    collaborative, culture-bounded effort.
         www.bournemouth.ac.uk
Cross-Cultural Survey
               Guidelines

Guidelines are part of
   Comparative Survey Design & Implementation (CSDI)
   Guidelines Initiative.
Initiative promotes internationally recognized guidelines that
   highlight best practice for the conduct of comparative
   survey research across cultures and countries.
Designed for researchers planning or engaged in cross-
   cultural or cross-national research.

                                   http://ccsg.isr.umich.edu/index.cfm
           www.bournemouth.ac.uk
Starter question

What makes a good quantitative
 survey? What are the
 characteristics of well designed
 and implemented survey?

• How do student midwives in
  Ireland see the job market in their
  field developing over the coming
  five years?
www.bournemouth.ac.uk
A good survey consists of:

•   .….
•   …..
•   …..
•   …..




www.bournemouth.ac.uk
Overview 15 chapters CCSG
1.       Study, Organizational, and Operational Structure
2.       Survey Quality
3.       Ethical Considerations in Surveys
4.       Tenders, Bids, and Contracts
5.       Sample Design
6.       Questionnaire Design
7.       Adaptation of Survey Instruments
8.       Translation
9.       Instrument Technical Design
10.      Interviewer Recruitment, Selection, and Training
11.      Pretesting
12.      Data Collection
13.      Data Harmonization
14.      Data Processing and Statistical Adjustment
15.      Data Dissemination
      www.bournemouth.ac.uk
CCSG Glossary
        (as specifically relevant today
Adaptation
• Changing existing materials (e.g., management plans,
  contracts, training manuals, questionnaires, etc.) by
  deliberately altering some content or design
  component to make the resulting materials more
  suitable for another socio-cultural context or a
  particular population.
Coordinating centre
• A research centre that facilitates and organises cross-
  cultural or multi-site research activities.


      www.bournemouth.ac.uk
Overview 15 chapters CCSG
1.       Study, Organizational, and Operational Structure
2.       Survey Quality
3.       Ethical Considerations in Surveys
4.       Tenders, Bids, and Contracts
5.       Sample Design
6.       Questionnaire Design
7.       Adaptation of Survey Instruments
8.       Translation
9.       Instrument Technical Design
10.      Interviewer Recruitment, Selection, and Training
11.      Pretesting
12.      Data Collection
13.      Data Harmonization
14.      Data Processing and Statistical Adjustment
15.      Data Dissemination
      www.bournemouth.ac.uk
CCSG: Survey Lifecycle




www.bournemouth.ac.uk
First 9 chapters CCSG

1.      Study, Organizational, and Operational Structure

2.      Survey Quality

3.      Ethical Considerations in Surveys

4.      Tenders, Bids, and Contracts

5.      Sample Design

6.      Questionnaire Design

7.      Adaptation of Survey Instruments

8.      Translation

9.      Instrument Technical Design

     www.bournemouth.ac.uk
Shaping a Network of
                 Local Researchers

COST brings together midwifery/maternity care
   researchers from a range of different
   academic disciplines working across Europe.
To conduct a cross-national survey there has to
   be a balance between (a) standardisation of
   implementation and (b) adaptation of the
   cultural context.
This needs ‘leadership’/coordinating centre.

www.bournemouth.ac.uk
Guidelines: leadership

To establish study's overall
 structure & locus of control at all
 levels and across all aspects of
 study's design &
 implementation, and to
 communicate this structure to
 each participating country's
 survey organization.
www.bournemouth.ac.uk
II. Survey
  Quality




                        http://ccsg.isr.umich.edu/quality.cfm

www.bournemouth.ac.uk
II. Survey
  Quality




www.bournemouth.ac.uk
Sampling frames

• As maternity services, health
  systems and the was populations
  are registered varies across
  countries we may have to deal
  with different sampling frames
  across COST countries.




www.bournemouth.ac.uk
8 Translation

Translation is :
A.Language;
B.Culture;
C.Context & system (related).

Starting point cross-national
 survey? Translate from Dutch into
 German / French / English.
 www.bournemouth.ac.uk
8 Translation / language

A. Language
Words have ‘meaning’ which
    needs to be translated.
Translations from English into
    other European languages
    take more space.
Miles & lbs & pints………
www.bournemouth.ac.uk
8 Translation / Culture

B. Culture
Will we have a questionnaire in
    German?
Or
A German questionnaire, a
    Swiss questionnaire and an
    Austrian questionnaire?
www.bournemouth.ac.uk
8 Translation / Culture

B. Culture
Will we have a questionnaire in
    minority languages such as
    Hindi, Urdu, Turkish, etc.
    and use same questionnaire
    in Hindi different European
    countries?

www.bournemouth.ac.uk
8 Translation / Culture

B. Culture
Some colours and numbers
   have special significance in
   some cultures so should
   perhaps be avoided answers
   to multiple choice questions.


www.bournemouth.ac.uk
8 Translation / context

C. Context
• ‘Private health services’ means
  something different in a state
  health service system such as
  in the UK than in a health-
  insurance system such as the
  Netherlands or Germany.

 www.bournemouth.ac.uk
Problematising Terminology

Comparing like with like?
• Trained nurse-midwife
• Direct-entry midwife (NB: UK vs US meaning)
• Midwifery assistant / maternity care assistant
• Maternity benefits
• Economic migrant
• etc.

www.bournemouth.ac.uk
11. Pretesting
•   Test instrument
•   Test research protocol
•   Training researcher/ Education
•   Collect preliminary data
•   Impress (potential) funders
•   Help calculate sample size


www.bournemouth.ac.uk
Reasons for pilot studies
Test instrument:
• test questions;
• test possible answers for multiple
  choice questions;
• test order of questions;
• test colour of paper;
• etc.
• etc.


www.bournemouth.ac.uk
Reasons for pilot studies
Test research protocol:
• test way of questionnaire
  distribution
• test process of returning them to
  you
• test intervening factors (gate
  keepers, etc.)
• try out different incentives to
  increase response rates
www.bournemouth.ac.uk
Reasons for pilot studies
Training researcher/ Education:
• Project as part of training/ degree
• Train new researcher on a study
• Train researcher in new technique




www.bournemouth.ac.uk
Ethics committees

Glasziou & Chalmers (2004) found
 that piloting of leaflet aimed at
 elderly to improve GP consultations
 needed ethical review, in Belgium,
 Slovenia and UK, but not in Austria,
 France, Germany and Switzerland,
 whilst UK has one of most
 complicated ethical processes
 (Hearnshaw 2004).
 www.bournemouth.ac.uk
Ethics committees

• What if ethics committee in the UK
  does not think question 17 in the
  questionnaire is appropriate, but
  ethics committee in Belgium and
  in xxxx has accepted the
  questionnaire as it stands?
• What do we do?


www.bournemouth.ac.uk
Balance


              Uniformity
                                              Context & cultural
                                                 sensitivity

Balance between the need to keep survey
as uniform as possible to be able to make
cross-national comparisons AND the need
to be as sensitive as possible to the local
context, culture & health system!

              www.bournemouth.ac.uk
References
Glasziou P, Chalmers I (2004) Ethics review roulette: What can we learn? Brit Med J, 328:
   121-122.
Hearnshaw H (2004) Comparisons of requirements of research ethics committees in 11
   European countries for a non-invasive interventional study. Brit Med J, 328: 140-141.
Survey Research Center. (2010). Guidelines for Best Practice in Cross-Cultural Surveys.
   Ann Arbor, MI: Survey Research Center, Institute for Social Research, University of
   Michigan. Retrieved Feb. 2012 from http://www.ccsg.isr.umich.edu/
van Teijlingen ER, Sandall J, Wrede S, Benoit C, DeVries R, Bourgeault I. (2003)
   Comparative studies in maternity care RCM Midwives J 6: 338-40.
Peat J et al. (2002), Health Science Research: A Handbook of Quantitative Methods,
   London: Sage.
Teijlingen van, E., Hundley, V. (2001) The importance of pilot studies, Social Research
    Update Issue 35, http://www.soc.surrey.ac.uk/sru/SRU35.html



               www.bournemouth.ac.uk
www.bournemouth.ac.uk
Thank you!

                        Edwin van Teijlingen
www.bournemouth.ac.uk

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Cross cultural survey_workshop_dublin_2012

  • 1. Cross-Cultural Survey Guidelines (CCSG) workshop Dublin, Feb. 2012 Prof. Edwin van Teijlingen www.bournemouth.ac.uk
  • 2. Comparative research Comparative studies • Cross-national research helps one to look at problems from a different angle, questioning current practice, warn against side effects, etc. I.e. there exist ways of doing things which have not been considered in the UK (or Germany or Finland or …..) . • Cognitive psychology recognises that cognition is a situated process and that knowledge is a collaborative, culture-bounded effort. www.bournemouth.ac.uk
  • 3. Cross-Cultural Survey Guidelines Guidelines are part of Comparative Survey Design & Implementation (CSDI) Guidelines Initiative. Initiative promotes internationally recognized guidelines that highlight best practice for the conduct of comparative survey research across cultures and countries. Designed for researchers planning or engaged in cross- cultural or cross-national research. http://ccsg.isr.umich.edu/index.cfm www.bournemouth.ac.uk
  • 4. Starter question What makes a good quantitative survey? What are the characteristics of well designed and implemented survey? • How do student midwives in Ireland see the job market in their field developing over the coming five years? www.bournemouth.ac.uk
  • 5. A good survey consists of: • .…. • ….. • ….. • ….. www.bournemouth.ac.uk
  • 6. Overview 15 chapters CCSG 1. Study, Organizational, and Operational Structure 2. Survey Quality 3. Ethical Considerations in Surveys 4. Tenders, Bids, and Contracts 5. Sample Design 6. Questionnaire Design 7. Adaptation of Survey Instruments 8. Translation 9. Instrument Technical Design 10. Interviewer Recruitment, Selection, and Training 11. Pretesting 12. Data Collection 13. Data Harmonization 14. Data Processing and Statistical Adjustment 15. Data Dissemination www.bournemouth.ac.uk
  • 7. CCSG Glossary (as specifically relevant today Adaptation • Changing existing materials (e.g., management plans, contracts, training manuals, questionnaires, etc.) by deliberately altering some content or design component to make the resulting materials more suitable for another socio-cultural context or a particular population. Coordinating centre • A research centre that facilitates and organises cross- cultural or multi-site research activities. www.bournemouth.ac.uk
  • 8. Overview 15 chapters CCSG 1. Study, Organizational, and Operational Structure 2. Survey Quality 3. Ethical Considerations in Surveys 4. Tenders, Bids, and Contracts 5. Sample Design 6. Questionnaire Design 7. Adaptation of Survey Instruments 8. Translation 9. Instrument Technical Design 10. Interviewer Recruitment, Selection, and Training 11. Pretesting 12. Data Collection 13. Data Harmonization 14. Data Processing and Statistical Adjustment 15. Data Dissemination www.bournemouth.ac.uk
  • 10. First 9 chapters CCSG 1. Study, Organizational, and Operational Structure 2. Survey Quality 3. Ethical Considerations in Surveys 4. Tenders, Bids, and Contracts 5. Sample Design 6. Questionnaire Design 7. Adaptation of Survey Instruments 8. Translation 9. Instrument Technical Design www.bournemouth.ac.uk
  • 11. Shaping a Network of Local Researchers COST brings together midwifery/maternity care researchers from a range of different academic disciplines working across Europe. To conduct a cross-national survey there has to be a balance between (a) standardisation of implementation and (b) adaptation of the cultural context. This needs ‘leadership’/coordinating centre. www.bournemouth.ac.uk
  • 12. Guidelines: leadership To establish study's overall structure & locus of control at all levels and across all aspects of study's design & implementation, and to communicate this structure to each participating country's survey organization. www.bournemouth.ac.uk
  • 13. II. Survey Quality http://ccsg.isr.umich.edu/quality.cfm www.bournemouth.ac.uk
  • 14. II. Survey Quality www.bournemouth.ac.uk
  • 15. Sampling frames • As maternity services, health systems and the was populations are registered varies across countries we may have to deal with different sampling frames across COST countries. www.bournemouth.ac.uk
  • 16. 8 Translation Translation is : A.Language; B.Culture; C.Context & system (related). Starting point cross-national survey? Translate from Dutch into German / French / English. www.bournemouth.ac.uk
  • 17. 8 Translation / language A. Language Words have ‘meaning’ which needs to be translated. Translations from English into other European languages take more space. Miles & lbs & pints……… www.bournemouth.ac.uk
  • 18. 8 Translation / Culture B. Culture Will we have a questionnaire in German? Or A German questionnaire, a Swiss questionnaire and an Austrian questionnaire? www.bournemouth.ac.uk
  • 19. 8 Translation / Culture B. Culture Will we have a questionnaire in minority languages such as Hindi, Urdu, Turkish, etc. and use same questionnaire in Hindi different European countries? www.bournemouth.ac.uk
  • 20. 8 Translation / Culture B. Culture Some colours and numbers have special significance in some cultures so should perhaps be avoided answers to multiple choice questions. www.bournemouth.ac.uk
  • 21. 8 Translation / context C. Context • ‘Private health services’ means something different in a state health service system such as in the UK than in a health- insurance system such as the Netherlands or Germany. www.bournemouth.ac.uk
  • 22. Problematising Terminology Comparing like with like? • Trained nurse-midwife • Direct-entry midwife (NB: UK vs US meaning) • Midwifery assistant / maternity care assistant • Maternity benefits • Economic migrant • etc. www.bournemouth.ac.uk
  • 23. 11. Pretesting • Test instrument • Test research protocol • Training researcher/ Education • Collect preliminary data • Impress (potential) funders • Help calculate sample size www.bournemouth.ac.uk
  • 24. Reasons for pilot studies Test instrument: • test questions; • test possible answers for multiple choice questions; • test order of questions; • test colour of paper; • etc. • etc. www.bournemouth.ac.uk
  • 25. Reasons for pilot studies Test research protocol: • test way of questionnaire distribution • test process of returning them to you • test intervening factors (gate keepers, etc.) • try out different incentives to increase response rates www.bournemouth.ac.uk
  • 26. Reasons for pilot studies Training researcher/ Education: • Project as part of training/ degree • Train new researcher on a study • Train researcher in new technique www.bournemouth.ac.uk
  • 27. Ethics committees Glasziou & Chalmers (2004) found that piloting of leaflet aimed at elderly to improve GP consultations needed ethical review, in Belgium, Slovenia and UK, but not in Austria, France, Germany and Switzerland, whilst UK has one of most complicated ethical processes (Hearnshaw 2004). www.bournemouth.ac.uk
  • 28. Ethics committees • What if ethics committee in the UK does not think question 17 in the questionnaire is appropriate, but ethics committee in Belgium and in xxxx has accepted the questionnaire as it stands? • What do we do? www.bournemouth.ac.uk
  • 29. Balance Uniformity Context & cultural sensitivity Balance between the need to keep survey as uniform as possible to be able to make cross-national comparisons AND the need to be as sensitive as possible to the local context, culture & health system! www.bournemouth.ac.uk
  • 30. References Glasziou P, Chalmers I (2004) Ethics review roulette: What can we learn? Brit Med J, 328: 121-122. Hearnshaw H (2004) Comparisons of requirements of research ethics committees in 11 European countries for a non-invasive interventional study. Brit Med J, 328: 140-141. Survey Research Center. (2010). Guidelines for Best Practice in Cross-Cultural Surveys. Ann Arbor, MI: Survey Research Center, Institute for Social Research, University of Michigan. Retrieved Feb. 2012 from http://www.ccsg.isr.umich.edu/ van Teijlingen ER, Sandall J, Wrede S, Benoit C, DeVries R, Bourgeault I. (2003) Comparative studies in maternity care RCM Midwives J 6: 338-40. Peat J et al. (2002), Health Science Research: A Handbook of Quantitative Methods, London: Sage. Teijlingen van, E., Hundley, V. (2001) The importance of pilot studies, Social Research Update Issue 35, http://www.soc.surrey.ac.uk/sru/SRU35.html www.bournemouth.ac.uk
  • 32. Thank you! Edwin van Teijlingen www.bournemouth.ac.uk