Thinking-aloud methodology applied to health questionnaire development and validation: a scoping review.

IF 3.7 3区 医学 Q1 HEALTH CARE SCIENCES & SERVICES
Laura Tasson, Marta Bonato, Farah D'Odorico, Matteo Danielis, Matteo Martinato, Cristina Canova
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引用次数: 0

Abstract

Background: The development of valid and reliable health questionnaires relies on respondents' accurate comprehension of items. The thinking-aloud (TA) technique, where participants verbalize their thought processes while answering survey questions, offers a powerful means to explore cognitive mechanisms underlying response behaviour. Despite its wide use, there is no consensus on how TA protocols should be designed, conducted, and analysed.

Objective: This scoping review aimed to map methodological approaches applied to TA in health-related questionnaire development and validation, describe their variability, and critically examine current methodological practices to inform future research.

Design: PubMed, Scopus, and Embase were searched on July 17, 2025, without time limits. Eligible studies were original articles in English applying TA for questionnaire validation, including assessment of content, face, construct validity, or comprehensibility. Two reviewers independently screened records and extracted data using a standardized charting form. An operational criterion was used to judge the completeness of methodological reporting. Data were synthesized narratively and tabulated to describe study purposes, TA typologies, analytical strategies, and theoretical frameworks.

Results: From 1,678 retrieved records, 210 studies met inclusion criteria, of which 84 provided complete methodological descriptions. Most of the 84 studies involved patients (48%) and used concurrent TA (48%), with frequent prompting (55%) and probing (48%). Sessions were mainly face-to-face (71%), audio recorded (64%), and transcribed verbatim. Thematic (38%) and content (26%) analyses predominated, often supported by NVivo. The Survey Response Model was the most cited theoretical framework (26%), though 22% of studies lacked any theoretical reference. Coding strategies were mixed (36%), and about half of the studies reported questionnaire revisions after analysis.

Conclusions: TA remains a versatile but methodologically fragmented approach in questionnaire validation. The lack of standardization limits comparability and interpretability across studies. Greater transparency in reporting and explicit theoretical framing are recommended to improve methodological rigor.

Registration: The review followed the PRISMA-ScR framework and was prospectively registered on OSF (DOI: https://doi.org/10.17605/OSF.IO/AZY3 ).

有声思考方法应用于健康问卷的开发和验证:范围审查。
背景:有效、可靠的健康问卷的编制依赖于被调查者对项目的准确理解。大声思考(TA)技术,参与者在回答调查问题时用语言表达他们的思维过程,为探索反应行为背后的认知机制提供了有力的手段。尽管它被广泛使用,但对于如何设计、执行和分析TA协议还没有达成共识。目的:本综述旨在绘制与健康相关问卷开发和验证中应用于TA的方法学方法,描述其可变性,并批判性地检查当前的方法学实践,为未来的研究提供信息。设计:PubMed, Scopus和Embase于2025年7月17日检索,没有时间限制。符合条件的研究是使用TA进行问卷验证的英文原创文章,包括评估内容、外观、结构效度或可理解性。两名审稿人独立筛选记录并使用标准化图表形式提取数据。一个操作标准被用来判断方法学报告的完整性。数据以叙述的方式合成并制成表格,以描述研究目的、TA类型、分析策略和理论框架。结果:在1678份检索记录中,210项研究符合纳入标准,其中84项提供了完整的方法学描述。84项研究中大多数涉及患者(48%),使用并发TA(48%),频繁提示(55%)和探查(48%)。会议主要是面对面(71%)、录音(64%)和逐字转录。主题(38%)和内容(26%)分析占主导地位,通常由NVivo支持。虽然22%的研究缺乏任何理论参考,但调查响应模型是被引用最多的理论框架(26%)。编码策略是混合的(36%),大约一半的研究报告了分析后的问卷修订。结论:在问卷验证中,TA仍然是一种通用但方法上分散的方法。缺乏标准化限制了研究之间的可比性和可解释性。建议提高报告的透明度和明确的理论框架,以提高方法的严谨性。注册:该审查遵循PRISMA-ScR框架,并在OSF上前瞻性注册(DOI: https://doi.org/10.17605/OSF.IO/AZY3)。
本文章由计算机程序翻译,如有差异,请以英文原文为准。
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来源期刊
BMC Medical Research Methodology
BMC Medical Research Methodology 医学-卫生保健
CiteScore
6.50
自引率
2.50%
发文量
298
审稿时长
3-8 weeks
期刊介绍: BMC Medical Research Methodology is an open access journal publishing original peer-reviewed research articles in methodological approaches to healthcare research. Articles on the methodology of epidemiological research, clinical trials and meta-analysis/systematic review are particularly encouraged, as are empirical studies of the associations between choice of methodology and study outcomes. BMC Medical Research Methodology does not aim to publish articles describing scientific methods or techniques: these should be directed to the BMC journal covering the relevant biomedical subject area.
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