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BMJ|干预推广研究的报告指南

   日期:2026-08-06 14:59:59     来源:网络整理    作者:本站编辑    评论:0    
BMJ|干预推广研究的报告指南

Reporting guidelines have become essential tools for ensuring that research is reported comprehensively and transparently.12 Gaps in reporting persist in many areas of health research, including in the science and practice of scaling.345

By extending proven practices beyond pilot settings, the process of scaling increases population level reach, enhances equity by improving access for underserved groups, and reduces waste associated with repeatedly implementing isolated, short term projects. Scaling strengthens sustainability by embedding effective interventions into routine care and supports large scale system improvement. Across low, middle, and high income countries, the scaling of promising health interventions is being used to resolve a variety of health and health system challenges and build systems that support the implementation of large scale change. Researchers, innovators, and major research funders have articulated the need for and benefits of a science of scaling.26789101112

Scaling science complements but is distinct from implementation science.13 Recently, the knowledge to action model by Graham et al14 (one of the most highly cited, middle range, knowledge translation models) has been updated to include scaling as a distinctive phase of KTA beyond implementation.15 While implementation science focuses on introducing and integrating an effective solution to a problem (intervention) into a specific setting, scaling science is conceptually rooted in deliberate efforts to optimise the impact of this solution.1617

Existing implementation guidelines18 such as StaRI (Standards for Reporting Implementation Studies),19 which have made important contributions to improving rigor and reproducibility in implementation science, do not include certain elements that are unique to scaling. The key practical and ethical elements of scaling that differ from the original implementation of the intervention, or pilot, are:

  • The need for scalability assessments (ie, analysing the potential of an intervention for scaling)

  • Ethical/technical justification for expanding an intervention at scale, with a corresponding need for supporting technical and values based evidence. Scaling impacts may multiply the benefits of an intervention but they may also replicate its harms or inequities at scale, harms that may not have been observable at the original implementation level, with the risk that, for example, underrepresented populations are marginalised at a society-wide level

  • Determining optimal scale (with evidence) and considering coverage (ie, determining the population expected to benefit from the scaled intervention and collecting data on the population who adopted it)

  • A highly complex coordination effort is required, often at regional, state, national, or international levels12

  • Outcomes: while implementation guidelines focus on results such as behaviour change outcomes or programme improvement outcomes, scaling guidelines focus on broader societal outcomes such better health, economic returns, or social stability.17

The increase in scaling has been accompanied by the emergence of an increasing number of definitions and frameworks to characterise and guide the scaling process.78111718202122 Despite increasing scaling studies,812131823 researchers and other interested parties often struggle to include sufficient detail to replicate the study or synthesise evidence for systematic reviews. A reporting guideline specific to scaling is therefore needed. Building on the previous work of our team and a vast international network, we registered with the EQUATOR (Enhancing the quality and transparency of health research) Network and developed SUCCEED (Standards for reporting studies of scaling evidenced-informed interventions).235111724 The aim of this reporting guideline for scaling studies is to provide a comprehensive checklist of items to be reported in any project about the scaling of health interventions anywhere in the world. For the purposes of SUCCEED, our international consensus group defined scaling as a systematic process to broaden the reach and impact of evidence-informed interventions so as to optimise their benefits to individuals and society. Interventions include innovations or products already in use, technologies, programmes, application of services, policies, models of care, and de-implementation strategies (eg, of low value care, such as inappropriate medical tests). An evidence-informed intervention is not only considered effective according to the best available scientific evidence but also to other factors such as professional expertise, local context, stakeholder perspectives, practical experience, and feasibility considerations.

Summary points

Scaling of evidence-informed health interventions aims to broaden the reach and impact of these interventions so as to optimise their benefits to individuals and to society

The SUCCEED (Standards for reporting studies of scaling evidenced-informed interventions) reporting guideline provides standards for reporting the scaling of health interventions

The guideline consists of a checklist of 33 essential items with explanations and examples of reporting for each item

Development of the SUCCEED guideline was coordinated by an international expert committee and followed the EQUATOR (Enhancing the quality and transparency of health research) framework; the guideline was derived from a systematic review, a two round Delphi panel from six countries, and consensus meetings among interested parties

AI机翻:

报告规范已成为保障研究得到全面、透明报告的核心工具 ¹²。在众多健康研究领域,包括推广科学(scaling science)相关研究与实践,报告不充分的问题依然普遍存在 ³⁻⁵。
通过将经过验证的干预方案拓展至试点场景之外,推广过程能够扩大干预覆盖人群;通过提升弱势人群的可及性促进公平;同时减少重复开展零散、短期项目带来的资源浪费。将有效干预措施嵌入常规医疗服务可以增强可持续性,依托推广工作推动大规模体系改良。在低收入、中等收入和高收入国家,推广具备应用前景的健康干预措施正被用于应对各类卫生与卫生体系挑战,并搭建支撑大规模变革落地的体系。研究者、创新实践者以及主要科研资助机构均阐明,发展推广科学具备现实必要性与多重价值 ²⁶⁻¹²。
推广科学与实施科学互为补充,但二者并不等同 ¹³。格雷厄姆等人提出的知识转化行动模型(KTA 模型,被引频次极高的中层知识转化模型之一)近期完成更新,将推广列为实施阶段之外一个独立的知识转化环节 ¹⁴⁻¹⁵。实施科学聚焦于将有效的解决方案(干预措施)引入特定场景并整合落地;而推广科学的核心内涵是主动采取系统性举措,最大化该解决方案的干预效应 ¹⁶⁻¹⁷。
现有实施研究报告规范 ¹⁸,例如 StaRI(实施研究报告规范)¹⁹,为提升实施科学研究的严谨性与可重复性作出重要贡献,但并未涵盖推广工作所独有的关键要素。推广区别于干预初始落地或试点研究的核心实践与伦理要点包括:推广潜力评估
(即分析一项干预措施是否具备推广可行性)规模化拓展干预的伦理与技术依据,同时需要对应的实证支撑与价值层面证据。推广会放大干预的获益,但同样可能使干预存在的损害、不公平问题随之扩散;这类风险在小规模试点阶段或许难以显现,例如具有代表性不足特征的群体可能在全社会层面进一步被边缘化。基于证据确定最优推广规模,并考量覆盖范围(明确有望从规模化干预中获益的人群,同时收集实际采纳该干预人群的数据)高度复杂的协调工作,往往需要在区域、州、国家乃至国际层面统筹推进 ¹²结局指标侧重点不同:实施研究报告规范重点关注行为改变、项目优化等结局;推广研究报告规范则侧重更宏观的社会层面结局,例如人群健康改善、经济收益、社会稳定等 ¹⁷。
随着推广相关研究不断增多,用于界定、指导推广过程的定义与理论框架持续涌现⁷⁻⁸,¹¹,¹⁷⁻¹⁸,²⁰⁻²²。尽管推广领域研究数量持续增长⁸,¹²⁻¹³,¹⁸,²³,但研究者及相关从业者常常难以提供足够详实的研究信息,不利于研究重复开展,也无法为系统综述提供充分整合证据。因此亟需一套专门针对推广研究的报告规范。依托本团队前期成果与广泛国际合作网络,研究团队在 EQUATOR 网络(提升健康研究质量与透明度网络)完成注册,制定了 SUCCEED 规范(循证干预推广研究报告规范)²⁻³,⁵,¹¹,¹⁷,²⁴。
这套推广研究报告规范旨在提供一份完整清单,适用于全球所有健康干预推广相关研究项目。在 SUCCEED 规范框架下,国际共识小组将推广定义为:系统性拓展循证干预的覆盖范围与影响,最大化干预给个体和社会带来收益的过程。干预措施涵盖已投入使用的创新方案、产品、技术、项目、服务模式、政策、照护模式,以及去实施策略(例如停用低价值医疗,如不必要的医学检验)。循证干预不仅依据现有最优科学证据判定有效,同时综合考量专业经验、本地情境、利益相关方观点、实践经验与可行性。

原文链接:

https://www.bmj.com/content/394/bmj-2026-069389

 
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