Manuel B. Garcia

Manuel B. Garcia serves as the Senior Director for Educational Technology and Digital Learning at FEU Institute of Technology, Manila, Philippines. Read More

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Was the Instrument Validated in the Same Population?

Evidence supporting a measurement instrument in one population may not transfer unchanged to another. The key is whether population differences could alter what the instrument measures or how its scores should be interpreted.

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Was the Instrument Validated in the Same Population? Guide 374 of 899
01 · The Question

Does Validation in One Population Apply to Another?

A study uses an established instrument and cites research showing that it has been validated. That sounds reassuring until you look more closely. The earlier studies involved adults, while the current participants are adolescents. Or the instrument was developed among patients with one condition but is now being used with another. Perhaps it was evaluated among university students in one country and is now being administered to a substantially different population elsewhere.

Does that make the instrument inappropriate? Not automatically.

But it does raise a measurement question that should not be skipped: are the existing data actually relevant to the population in which the instrument is now being used?

02 · The Short Answer

The Population Does Not Have to Be Identical, but It Must Be Relevant

In Brief

An instrument does not necessarily need to have been validated in an identical population, but the available measurement evidence should be sufficiently relevant to the population in the current study, particularly when population differences could affect the meaning, relevance, comprehension, structure, or functioning of the measure.

The practical question is not simply whether the demographic descriptions match. Ask whether the differences between populations could plausibly change how the construct is represented or how participants respond to the instrument.

03 · What You Need to Know

Population Differences Matter When They Matter to Measurement

It would be impractical to demand a separate validation study for every conceivable combination of age, occupation, diagnosis, educational level, country, and demographic characteristic before an instrument could be used. At the same time, evidence from one group cannot simply be assumed to apply universally.

The more useful approach is to ask whether characteristics that distinguish the populations are relevant to the construct or the measurement process.

Start With the Instrument's Intended Target Population

Find out who the instrument was originally designed for. The development paper, instrument manual, official documentation, or key measurement studies may describe the intended age range, clinical group, setting, language, or other relevant characteristics.

This matters because instrument content is developed with particular respondents in mind. COSMIN treats the target population as part of the conceptual considerations involved in evaluating content validity. Its current guidance describes content validity in terms of the relevance, comprehensiveness, and comprehensibility of instrument content for the construct, target population, and context of use.

In other words, an item is not relevant in the abstract. Its relevance is partly a question of relevance for whom.

Do Not Turn “Same Population” Into a Demographic Matching Exercise

The original and current samples do not need to have identical demographic tables. A difference matters when it could plausibly influence the measurement.

Age may matter when questions assume adult responsibilities that children do not have. Clinical status may matter when symptoms overlap with instrument content. Educational background may matter when comprehension depends on specialized terminology. Cultural context may matter when behaviors or experiences have different meanings.

Other differences may have little consequence for a particular measure. There is no methodological rule that every demographic difference invalidates previous evidence.

Different population The current participants differ from those previously studied on one or more characteristics.
Measurement-relevant difference The difference could plausibly affect item relevance, comprehension, response processes, score structure, measurement precision, or the interpretation being made.

Ask Whether the Content Still Makes Sense for These Participants

One of the simplest checks is surprisingly informative: read the instrument.

Would its questions, tasks, response options, or observations be relevant to people in the current population? Are important experiences missing? Could participants understand the content as intended?

Suppose a work-related stress instrument contains questions about supervisors, workloads, promotion opportunities, and job security. Using it among university students by simply calling the resulting score “stress” would require considerable justification. The issue is not that students cannot experience stress. It is that the instrument's content was designed around a particular manifestation and context of the construct.

This returns you to the broader question of whether the study actually measured the construct it claims to have measured.

Check Whether Participants Understand the Items as Intended

A question can be relevant yet still function poorly if respondents interpret it differently from the population for which it was developed.

Developmental differences provide an obvious example. Children may interpret abstract language differently from adults. Terms that are routine among healthcare professionals may not be equally comprehensible to community respondents. An item involving a particular social role may mean something different to retired adults than to employed adults.

Evidence from cognitive interviews, pilot testing, qualitative studies, or content-validity work can help establish whether respondents understand the content as intended. COSMIN explicitly includes comprehensibility alongside relevance and comprehensiveness in its conception of content validity.

Look for Evidence From the Current or a Closely Relevant Population

If the instrument has been widely used, the original validation paper may not be the most relevant evidence anymore. Search for subsequent measurement studies involving participants similar to those in the study you are evaluating.

Systematic reviews of measurement instruments can be especially useful because they may bring together evidence across populations and measurement properties. COSMIN maintains a database of systematic reviews specifically to support appraisal and selection of outcome measurement instruments.

The absence of an exact population match does not prove that the instrument fails. It means you must decide how far the available evidence can reasonably be generalized.

Consider Whether the Instrument Functions Differently Across Groups

For some measures, researchers can directly investigate whether items or scores function similarly across populations. This is where concepts such as measurement invariance and differential item functioning become relevant.

COSMIN defines measurement invariance in terms of whether people from different groups who have the same level of the underlying construct have the same expected measurement outcome or probability of selecting particular responses. Cross-cultural validity and measurement invariance may be evaluated by comparing factor structures or examining differential item functioning across groups.

Imagine two groups with the same underlying level of depression. If members of one group systematically endorse a particular item differently for reasons unrelated to depression itself, that item may not function equivalently across the groups.

Such analyses are not required every time an instrument crosses a demographic boundary, but they can provide valuable evidence when comparability across groups is central to the research question.

A Similar Reliability Coefficient Does Not Establish Population Equivalence

Researchers sometimes use an established instrument in a new population, calculate Cronbach's alpha, obtain a reassuring value, and consider the problem resolved.

That tells you much less than it may appear to.

Similar internal consistency does not establish that respondents understand the items similarly, that the same construct structure applies, that individual items function equivalently, or that the instrument contains the right content for the new population.

This is one reason why using a previously validated instrument does not automatically establish valid measurement in the current study.

The Required Evidence Depends on the Claim

Population comparability becomes particularly important when researchers directly compare groups.

If a study reports that adolescents score higher than adults on a psychological construct, for example, the interpretation assumes that the instrument has sufficiently comparable meaning across age groups. Otherwise, some portion of the apparent difference could reflect the measurement process rather than the underlying construct.

By contrast, a study using an instrument descriptively within one relatively similar population may raise a different set of concerns. Measurement appraisal should follow the inference the researchers actually want to make.

04 · A Practical Example

When an Adult Measure Is Used With Adolescents

Hypothetical Example

An Established Scale in a Younger Population

Suppose researchers investigate academic self-regulation among 13- to 15-year-old students. They use a questionnaire originally developed and extensively evaluated among university students.

Original evidence The instrument has substantial measurement evidence among university students.
Population difference The current participants are considerably younger and are studying in a different educational environment.
Measurement question Are the instrument's language, situations, expected behaviors, and conceptual dimensions equally relevant and understandable to younger adolescents?
Useful evidence Studies involving adolescents, cognitive testing with the target age group, evidence concerning the instrument's structure, and, where relevant, analyses of measurement invariance could strengthen the case for using the instrument.
Interpretation The adult validation evidence remains informative, but it should not be treated as conclusive evidence that the measurements have precisely the same meaning among adolescents.

The key issue is not the age difference by itself. It is whether that age difference changes the relationship between the instrument and the construct being measured.

05 · What Researchers Often Get Wrong

Common Mistakes About Validation Populations

Misconception

“The Validation Sample Must Match My Sample Exactly”

No. Exact demographic duplication is neither realistic nor inherently necessary. Focus on differences that could plausibly affect the construct, instrument content, response process, score structure, or intended interpretation.

Misconception

“The Construct Is Universal, So Population Does Not Matter”

Even when a broad construct occurs across populations, its manifestations or the way particular items represent it can differ. The universality of a concept does not guarantee the equivalence of every operational measure.

Misconception

“A Good Reliability Coefficient Proves the Instrument Works in the New Population”

Reliability evidence cannot by itself establish content relevance, comprehension, structural equivalence, or measurement invariance. Those are separate measurement questions.

Misconception

“Different Populations Automatically Mean the Instrument Is Invalid”

A population difference creates a question, not an automatic failure. Existing evidence may still transfer well when the difference has little relevance to the construct or measurement process.

Misconception

“Only the Original Validation Study Matters”

Measurement evidence accumulates. Later studies may provide more directly relevant evidence for the population you are evaluating than the original development study does.

06 · What This Means for You

Judge Population Differences by Their Measurement Consequences

When reviewing a study, first identify the population underlying the strongest measurement evidence and compare it with the current participants. Then ask what the differences could plausibly change.

A simple decision framework

If the populations are closely comparable on characteristics relevant to the construct
Existing measurement evidence may provide a strong basis for the current use.
If the population differs but the difference seems unlikely to affect the content or response process
Do not reject the measure merely because the demographic profiles are not identical. Look for evidence supporting reasonable transferability.
If age, culture, clinical status, setting, education, or another characteristic could alter how the instrument functions
Look for measurement evidence in the current or a closely relevant population.
If the study directly compares substantially different groups
Pay particular attention to evidence that the instrument measures the construct comparably across those groups.

If the instrument is also administered in another language, population and language questions may overlap but should not be collapsed into one issue. The language version itself requires appropriate scrutiny.

Ultimately, the importance of any unresolved population mismatch depends on how central the measure is to the study. Serious uncertainty about a primary outcome should generally affect how much weight you place on the resulting findings more than a minor concern about a peripheral variable.

07 · A Quick Checklist

Check Whether the Validation Evidence Fits the Population

When comparing validation and study populations, check:
Identify the target population for which the instrument was originally designed.
Identify the populations represented in the strongest available measurement studies, not only the original paper.
Compare characteristics that could plausibly affect the construct, instrument content, comprehension, or response process.
Read the instrument when possible and ask whether its content remains relevant and comprehensible for the current participants.
Look for measurement studies conducted in the current or a closely relevant population.
When groups are compared, look for evidence concerning measurement invariance or differential item functioning when appropriate.
Do not treat a reliability coefficient from the current sample as proof of population equivalence.
Judge the seriousness of any mismatch according to the interpretation the study actually makes.
08 · Frequently Asked Questions

Questions About Instruments and Validation Populations

Does an instrument have to be validated in exactly the same population as my study?

No. An exact match is not inherently required. What matters is whether existing evidence is relevant enough to support the intended interpretation in your population and whether important population differences could alter the measurement.

Can an adult questionnaire be used with adolescents?

Potentially, but age may affect content relevance, comprehension, developmental appropriateness, and item functioning. Evidence involving the target age group can help determine whether the instrument remains suitable.

Can an instrument validated in one country be used in another?

Potentially. Country differences alone do not determine validity, but linguistic, cultural, contextual, or population differences may affect how the measure functions. The relevant differences and available cross-cultural evidence should be examined.

What if no validation study exists for my exact population?

Use the closest relevant evidence and examine how consequential the differences are. You can also look for evidence about content relevance, comprehension, structure, reliability, or other measurement properties in related populations. Absence of an exact match creates uncertainty rather than automatically proving that the measure is unusable.

Does good reliability in my sample solve the population problem?

No. Reliability may provide useful information, but it does not establish that instrument content is appropriate, that participants interpret items similarly, or that the measure functions equivalently across populations.

What is measurement invariance?

Broadly, it concerns whether a measure functions comparably across groups so that differences in observed scores can reasonably be interpreted as differences in the underlying construct rather than artifacts of the measurement process.

09 · The Bottom Line

The Relevant Question Is Whether the Evidence Transfers

The Bottom Line

An instrument does not have to be validated in a population identical to the current sample, but the available evidence must be relevant enough to support the intended measurement interpretation, especially when population differences could affect content, comprehension, response processes, structure, or item functioning.

Do not count demographic similarities and differences mechanically. Ask which differences matter to measurement, look for evidence from the closest relevant populations, and become more cautious when the study's central conclusions depend on an unsupported assumption that the instrument functions the same way across groups.

10 · Sources and Further Reading

Sources and Further Reading

11 · Cite this Guide

How to Cite This Guide

This guide is intended to be read, shared, and used in research, teaching, and academic work. If you draw on its ideas, explanations, or other content, please acknowledge the source by citing the guide. Doing so gives appropriate credit and helps your readers locate the original resource.

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