Adopted vs adapted questionnaire

If you find a pre-existing instrument that will be useful to measure a key variable in your study, there are two ways that the instrument can be used in your study. The first is to take the instrument nearly verbatim, which is called adopting the instrument. On the other hand, you can significantly alter the instrument, which is called adapting.

In general, adopting (using verbatim) is preferable to adapting for a few reasons. First, when the instrument is adopted, then the reliability and validity research studies that have been conducted on that instrument can be applied to your study, so you do not have to collect validity evidence. However, when an instrument has been adapted, then it has been significantly changed so the reliability and validity evidence will not apply to your study. Second, adopting an instrument links your study to all other research studies that have used the same instrument. Finally, adopting the instrument saves you time and energy in making significant changes.

The instrument was developed for university students. Your sample is primary pupils, so the language on the instrument is too advanced for your sample. This instrument will need to be adapted by rephrasing the items into words that primary school pupils will understand.
The manifestation of the variable may differ between the group the instrument was developed for and your sample. For example, a researcher might be interested in mother's attention to their infants. In a Western culture where the instrument was likely developed, motherly attention might be manifested by a mother spending time playing with toys and their infant. In Nigeria, motherly attention might be sleeping with an infant in the same bed at night. In a Western culture, mothers typically put their infants to bed in a different room at night. Therefore, the variable of "motherly attention" may differ between the two cultures, and an instrument for Western mothers will thus have to be different than an instrument for Nigerian mothers. An existing instrument developed in a Western culture would need to be adapted for the Nigerian mothers by changing items that do not reflect the cultural definition of motherly attention.

Whether adopting or adapting an instrument, it is always courteous to email the authors of the instrument to ask permission. (Their email address can typically be found on either the first page of the research study in a footnote, or at the end of the body of the paper, just before the References.) Simply state your institutional affiliation, the purpose of your study, and ask if it would be acceptable for you to use their instrument in your study. The authors will rarely deny your request, but it is a polite academic courtesy to let another researcher be aware of how their instrument is being used around the world.

Adopting an Instrument

Adopting an instrument is quite simple and requires very little effort. Even when an instrument is adopted, though, there still might be a few modifications that are necessary. For example, the Intrinsic Motivation Inventory that measures intrinsic motivation, which can be found here, needs to be slightly modified to reflect the specific situation that the researcher is interested in. Intrinsic motivation is not a general variable, but is directed at a specific activity: intrinsic motivation in maths, intrinsic motivation in social studies, intrinsic motivation in playing sport, intrinsic motivation in reading a book, etc. Therefore, the items on the Intrinsic Motivation inventory should reference that specific activity. For example, an item on the Intrinsic Motivation Inventory reads, "I enjoyed doing this activity very much." How will the participants know what "this activity" is? Therefore, it is best for the researcher to modify the item to read "I enjoyed the maths computer program very much." Note that the substance of the item was not changed, only the reference of "this activity."

Even though adopting an instrument requires little effort on behalf of the researcher, the questionnaire still must be appropriately designed so it is important that you read about Developing a Questionnaire .

Who developed the instrument
Who validated the instrument
Other studies that have used the instrument

Here is an example portion of the Instruments section from an instrument that was adopted:

Adapting an Instrument

Adapting an instrument requires more substantial changes than adopting an instrument. In this situation, the researcher follows the general design of another instrument but adds items, removes items, and/or substantially changes the content of each item. Because adapting an instrument is similar to developing a new instrument, it is important that a researcher understands the key principles of developing an instrument which will be described in the next step.

When adapting an instrument, the researcher should report the same information in the Instruments section as when adopting the instrument, but should also include what changes were made to the instrument and why. Below is a sample description of an instrument that was adapted in Korb (2009).