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Research ArticleOMERACT 11

Updating the OMERACT Filter: Implications of Filter 2.0 to Select Outcome Instruments Through Assessment of “Truth”: Content, Face, and Construct Validity

Peter Tugwell, Maarten Boers, Maria-Antonietta D’Agostino, Dorcas Beaton, Annelies Boonen, Clifton O. Bingham III, Ernest Choy, Philip G. Conaghan, Maxime Dougados, Catia Duarte, Daniel E. Furst, Francis Guillemin, Laure Gossec, Turid Heiberg, Désirée M. van der Heijde, Sarah Hewlett, John R. Kirwan, Tore K. Kvien, Robert B. Landewé, Philip J. Mease, Mikkel Østergaard, Lee Simon, Jasvinder A. Singh, Vibeke Strand and George Wells
The Journal of Rheumatology May 2014, 41 (5) 1000-1004; DOI: https://doi.org/10.3899/jrheum.131310
Peter Tugwell
From the Department of Medicine, University of Ottawa, Ottawa, Ontario, Canada; Departments of Epidemiology and Biostatistics, and Rheumatology, VU University Medical Center, Amsterdam, The Netherlands; Versailles-Saint Quentin En Yvelines University, Department of Rheumatology, Ambroise Paré Hospital, APHP, Boulogne-Billancourt; Paris-Descartes University, Medicine Faculty, APHP, Cochin Hospital, Rheumatology B, Paris, France; Department of Occupational Sciences and Occupational Therapy, Institute for Health Policy Management and Evaluation, University of Toronto, Toronto, Ontario, Canada; Department of Internal Medicine, Division of Rheumatology, Maastricht University Medical Center and Caphri Research Institute, Maastricht University, The Netherlands; Division of Rheumatology, Johns Hopkins University, Baltimore, Maryland, USA; Section of Rheumatology, Cardiff University School of Medicine, Cardiff, UK; Division of Musculoskeletal Disease, University of Leeds, and the UK National Institute for Health Research (NIHR) Leeds Musculoskeletal Biomedical Research Unit, UK; Rheumatology Department, Centro Hospitalar e Universitário de Coimbra, Coimbra, Portugal; Department of Rheumatology, Geffen School of Medicine at the University of California in Los Angeles, Los Angeles, California, USA; Université de Lorraine, EA 4360 APEMAC, Nancy; Université Pierre et Marie Curie (UPMC) - Paris 6, GRC-UMPC 08 (EEMOIS); AP-HP Pitié Salpêtrière Hospital, Department of Rheumatology, Paris, France; Oslo University Hospital and Lovisenberg Diaconal University College, Oslo, Norway; Department of Rheumatology, Leiden University Medical Center, Leiden, The Netherlands; University of the West of England, Academic Rheumatology Unit, Bristol Royal Infirmary, Bristol, UK; Department of Rheumatology, Diakonhjemmet Hospital, Oslo, Norway; Department of Clinical Immunology and Rheumatology, Academic Medical Center, University of Amsterdam and Atrium Medical Center Heerlen, Heerlen, The Netherlands; Seattle Rheumatology Associates, Chief, Swedish Medical Center Rheumatology Research Division, Clinical Professor, University of Washington School of Medicine, Seattle, Washington; Division of Rheumatology, University of Pennsylvania, Philadelphia, Pennsylvania, USA; Department of Rheumatology, Copenhagen University Hospital at Glostrup, Copenhagen, Denmark; SDG LLC, Cambridge, Massachusetts; Division of Immunology/Rheumatology, University of Alabama at Birmingham and Birmingham VA Medical Center, Birmingham, Alabama; Division of Immunology/Rheumatology, Stanford University School of Medicine, Palo Alto, California, USA; Cardiovascular Research Methods Centre, Department of Epidemiology and Community Medicine, University of Ottawa, Ottawa, Ontario, Canada.
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  • For correspondence: tugwell.bb@uottawa.ca
Maarten Boers
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Maria-Antonietta D’Agostino
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Dorcas Beaton
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Annelies Boonen
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Clifton O. Bingham III
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Ernest Choy
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Philip G. Conaghan
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Maxime Dougados
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Catia Duarte
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Daniel E. Furst
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Francis Guillemin
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Laure Gossec
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Turid Heiberg
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Désirée M. van der Heijde
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Sarah Hewlett
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John R. Kirwan
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Tore K. Kvien
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Robert B. Landewé
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Philip J. Mease
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Mikkel Østergaard
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Lee Simon
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Jasvinder A. Singh
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Vibeke Strand
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George Wells
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Abstract

Objective. The Outcome Measures in Rheumatology (OMERACT) Filter provides guidelines for the development and validation of outcome measures for use in clinical research. The “Truth” section of the OMERACT Filter requires that criteria be met to demonstrate that the outcome instrument meets the criteria for content, face, and construct validity.

Methods. Discussion groups critically reviewed a variety of ways in which case studies of current OMERACT Working Groups complied with the Truth component of the Filter and what issues remained to be resolved.

Results. The case studies showed that there is broad agreement on criteria for meeting the Truth criteria through demonstration of content, face, and construct validity; however, several issues were identified that the Filter Working Group will need to address.

Conclusion. These issues will require resolution to reach consensus on how Truth will be assessed for the proposed Filter 2.0 framework, for instruments to be endorsed by OMERACT.

Key Indexing Terms:
  • OMERACT
  • OUTCOME AND PROCESS ASSESSMENT
  • CONTENT VALIDITY
  • RANDOMIZED CONTROLLED TRIALS
  • CONSTRUCT VALIDITY
  • FACE VALIDITY

The Outcomes in Rheumatology Clinical Trials (OMERACT) Filter provides guidelines for the development and validation of outcome measures for use in clinical research. Previous articles1,2 described discussions on the proposed framework for defining Core Areas as the basis for the selection of Core Outcome Domains and hence appropriate Core Outcome Sets for clinical trials. The present article describes the discussion session on the later step of assessing each of the available instruments against the criteria for the “Truth” part of the OMERACT Filter3 (Figure 1). The OMERACT session on which the present article is based was deliberately constructed to test whether the new framework builds on OMERACT Filter 1.0 and to show how the selection of instruments and assessment of Truth would work in practice within the new Filter 2.0 framework. Using case studies from different actual OMERACT working groups, participants at the session reviewed ways in which instruments were selected and the Truth Criterion of Filter 1.0 was assessed and achieved.

Figure 1.
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Figure 1.

Development of a core outcome measurement set from a core domain set. From Boers M, et al. J Clin Epidemiol 2014; in press; with permission.

A Core Outcome Measurement Instrument Set is defined as the minimum set of outcome measurement instruments that must be administered in each intervention study of a certain health condition within a specified setting to adequately cover a corresponding Core Domain Set. As depicted, the development process allows core set developers to declare a Preliminary Core Outcome Measurement Set when not all domains are covered by at least 1 applicable measurement instrument. The present article focuses on documenting the Truthful component of applicability (Figure 1).

The previous article1 focused on the selection of the Core Domains. As can be seen in Figure 1, a literature search has been implemented and a list of candidate measurement instruments has been identified for each Domain and relevant subdomains within the 4 Core Areas (Death, Life impact, Resource use, Pathophysiological manifestations). Then, the clinimetric properties3 of these instruments are assessed (Figure 1 and Table 1) and 1 or more candidate instruments selected on the basis of their properties (truth, discrimination and feasibility). As Figure 1 shows, if no instrument identified in the literature search meets OMERACT criteria in a particular disease, a new instrument will need to be developed that meets these Filter criteria for Truth (and Discrimination and Feasibility as described elsewhere in this series4).

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Table 1.

Types of validity relevant to assessing “Truth”. From Felson. J Rheumatol 1993;20:531–4.

This OMERACT 11 session focused on the “Truth” part of the Filter, i.e. content, face, and construct validity.

The definitions for different types of validity encompassed within the Truth component (see Table 1) remain unchanged from Filter 1.0. However, different OMERACT groups have used various approaches to satisfy these criteria for the Truth requirement. This workshop was held to allow participants to present case studies representative of different methods used by different groups to satisfy these criteria.

A background discussion article2 was prepared for this OMERACT 11 session. Further, the session sought to reassure participants that the new framework builds on OMERACT Filter 1.0 and to show how the selection of the instruments and assessment of Truth would work with the new Filter 2.0, using case studies drawn from Working Groups across the spectrum of OMERACT activities. Discussion (breakout) groups were invited to critically review how the case study might comply with or negate the new Filter 2.0 framework proposal, whether these observations had a more general application, and what issues remained to be resolved before consensus could be reached.

Further formal and informal discussions during the OMERACT 11 meeting provided opportunities for clarifications and resolution of many areas of uncertainty before a final plenary vote at the last conference session.

Case Studies and Breakout Discussions

Five illustrative case studies (Fatigue/Sleep; Gout; Magnetic Resonance Imaging in Rheumatoid Arthritis; Polymyalgia Rheumatica; Worker Productivity) were presented, each to 2 breakout groups before a discussion among OMERACT 11 delegates. Each group was asked to discuss the following: “Do you think that the content, face, and construct validity concepts apply to what you have heard from your breakout presentation? Does the group’s work seem practical? Are there issues in the content, face, and construct validity concepts that the group has not addressed? If so, how could they do this? To what extent are your comments generalizable across measurement issues as a whole?”

Plenary Report Back and Discussion

Each breakout group reported the main points from its discussion to a plenary session of all participants. While the case studies brought to light specific issues related to particular areas of work (helpful for the OMERACT group working in that area to consider further), several common themes emerged. These themes were further explored during a highly participative plenary discussion session, and are summarized in Table 2.

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Table 2.

Summary of case studies.

A number of general issues emerged from the breakout group reports and the plenary discussion. As in the previous session, participants were convinced of the importance of appreciating that one should not start to choose Core Sets with the instruments; rather, there is a 2-step process: (a) defining Core Domains within the Core Areas, and (b) identifying (or developing and validating) instruments to include in the Core Outcome set.

The following are recurrent themes that emerged and will be followed up by the Filter 2.0 Working Group (Table 3).

  • The request to provide concrete examples of the extent and type of data needed to satisfy the Truth Criterion within the new Filter 2.0 Framework

  • Many existing instruments, e.g., questionnaires such as the Medical Outcome Study Short Form Survey 36, relate to more than 1 Core Area

  • Different groups used different approaches to establishing Truthful

  • The role and involvement of patients in each stage differed

  • The technical details of construct validity are difficult for anyone without training in statistics to understand, and the general OMERACT participants need to be reassured these have been checked by an expert

  • Criterion validity is usually not applicable for the instruments being validated because most are measuring constructs for which no gold standard is available

  • When several instruments are available, how should decisions be made on which is the most “Truthful”? Do we need to have a head-to-head comparison of instruments to decide?

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Table 3.

Main issues emerging from breakout groups in establishing face, content, and construct validity requiring clarification and resolution for Filter 2.0.

In the final vote, over 90% of participants endorsed this part of the new Filter 2.0 framework. They expressed a clear need to develop explicit guidelines on how to document sufficient validity for an instrument to pass the Truth requirement of the Filter, with examples. The case studies discussed during the OMERACT 11 session will form the basis for such material, which will be included in the “OMERACT Handbook” now under development.

REFERENCES

  1. 1.↵
    1. Boers M,
    2. Idzera L,
    3. Kirwan JR,
    4. Beaton D,
    5. Escorpizo R,
    6. Boonen A,
    7. et al.
    Toward a generalized framework of core measurement areas in clinical trials: A position paper for OMERACT 11. J Rheumatol 2014;41:978–85
    OpenUrlAbstract/FREE Full Text
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    1. Boers M,
    2. Kirwan JR,
    3. Wells G,
    4. Beaton D,
    5. Gossec L,
    6. D’Agostino MA,
    7. et al.
    Developing core outcome measurement sets for clinical trials: OMERACT filter 2.0. J Clin Epidemiol 2014; Feb 27 (E-pub ahead of print).
  3. 3.↵
    1. Bombardier C,
    2. Tugwell P
    . Methodological considerations in functional assessment. J Rheumatol Suppl. 1987 Aug;14:6–10.
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    2. Tugwell P,
    3. Boers M,
    4. Kirwan JR,
    5. Beaton DE,
    6. Bingham CO III.,
    7. et al.
    Updating the OMERACT filter: discrimination and feasibility. J Rheumatol 2014;41:1005–10.
    OpenUrlAbstract/FREE Full Text
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Updating the OMERACT Filter: Implications of Filter 2.0 to Select Outcome Instruments Through Assessment of “Truth”: Content, Face, and Construct Validity
Peter Tugwell, Maarten Boers, Maria-Antonietta D’Agostino, Dorcas Beaton, Annelies Boonen, Clifton O. Bingham, Ernest Choy, Philip G. Conaghan, Maxime Dougados, Catia Duarte, Daniel E. Furst, Francis Guillemin, Laure Gossec, Turid Heiberg, Désirée M. van der Heijde, Sarah Hewlett, John R. Kirwan, Tore K. Kvien, Robert B. Landewé, Philip J. Mease, Mikkel Østergaard, Lee Simon, Jasvinder A. Singh, Vibeke Strand, George Wells
The Journal of Rheumatology May 2014, 41 (5) 1000-1004; DOI: 10.3899/jrheum.131310

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Updating the OMERACT Filter: Implications of Filter 2.0 to Select Outcome Instruments Through Assessment of “Truth”: Content, Face, and Construct Validity
Peter Tugwell, Maarten Boers, Maria-Antonietta D’Agostino, Dorcas Beaton, Annelies Boonen, Clifton O. Bingham, Ernest Choy, Philip G. Conaghan, Maxime Dougados, Catia Duarte, Daniel E. Furst, Francis Guillemin, Laure Gossec, Turid Heiberg, Désirée M. van der Heijde, Sarah Hewlett, John R. Kirwan, Tore K. Kvien, Robert B. Landewé, Philip J. Mease, Mikkel Østergaard, Lee Simon, Jasvinder A. Singh, Vibeke Strand, George Wells
The Journal of Rheumatology May 2014, 41 (5) 1000-1004; DOI: 10.3899/jrheum.131310
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Keywords

OMERACT
OUTCOME AND PROCESS ASSESSMENT
CONTENT VALIDITY
RANDOMIZED CONTROLLED TRIALS
CONSTRUCT VALIDITY
FACE VALIDITY

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Cited By...

More in this TOC Section

OMERACT 11

  • Updating the OMERACT Filter at OMERACT 11
  • Updating the OMERACT Filter: Core Areas as a Basis for Defining Core Outcome Sets
  • How to Choose Core Outcome Measurement Sets for Clinical Trials: OMERACT 11 Approves Filter 2.0
Show more OMERACT 11

The OMERACT Filter 2.0

  • Updating the OMERACT Filter at OMERACT 11
  • Updating the OMERACT Filter: Core Areas as a Basis for Defining Core Outcome Sets
  • How to Choose Core Outcome Measurement Sets for Clinical Trials: OMERACT 11 Approves Filter 2.0
Show more The OMERACT Filter 2.0

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Keywords

  • OMERACT
  • outcome and process assessment
  • CONTENT VALIDITY
  • RANDOMIZED CONTROLLED TRIALS
  • CONSTRUCT VALIDITY
  • FACE VALIDITY

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