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.
- 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.
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).
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.
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).
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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
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Many existing instruments, e.g., questionnaires such as the Medical Outcome Study Short Form Survey 36, relate to more than 1 Core Area
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Different groups used different approaches to establishing Truthful
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The role and involvement of patients in each stage differed
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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
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Criterion validity is usually not applicable for the instruments being validated because most are measuring constructs for which no gold standard is available
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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?
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.