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Validation of a Portuguese Version of the Situational motivation Scale (SIMS) in Academic Contexts/Validacao da versao portuguesa da Escala de motivacao Situacional (SIMS) em contextos academicos/Validacion de la version portuguesa de la Escala de motivacion Situacional (SIMS) en contextos academicos.

Background and purpose

Numerous authors over the past several decades have investigated the concept of motivation. Motivation in academic settings in particular (Jesus, 2000) has been studied as a robust predictor of the quality of academic performance and student learning (Pintrich & Schunk, 2006).

Among the various motivation models, self-determination theory (Deci & Ryan, 1985, 2000, 2008) is perhaps the model that has been used most often as a conceptual framework for much of the existing research in this domain. Globally, sdt holds that the degree of self-regulation depends on the individual's level of regulation, which in turn varies along a continuum of three types of motivation: intrinsic motivation, extrinsic motivation and amotivation (Deci & Ryan, 1985, 1991).

Intrinsic motivation refers to the motivation experienced by a person who performs an activity due entirely to self-interest and for his or her enjoyment. This is the highest level of self-determination that has emerged as an important phenomenon in the study of educational contexts because it is a natural way of learning that can be systematically promoted by parenting practices and teaching strategies (Deci, Vallerand, Pelletier & Ryan, 1991). For this reason, if we consider its contribution to the explanation of quality and creativity in learning (e.g. Ryan & Deci, 2000), it is of particular importance to know the factors that promote or inhibit intrinsic motivation. Extrinsic motivation, on the other hand, concerns the act of performing a task for an eventual external reward. Inherent to this type of motivation are four levels of regulation: external regulation (less self-determined; performing an activity only to receive a reward or avoid a punishment), introjected regulation (acting to avoid blame or anxiety, intending to ensure self-preservation by protecting the integrity of the ego), identified regulation (the second most self-determined level of regulation, emerging when the importance of a particular behaviour for the achievement of a goal is recognized) and integrated regulation (the most self-determined level of regulation, takes place when the consequences of a behaviour are congruent with the values and needs of the individual and the regulation is fully internalized) (Deci & Ryan, 1985, 1991, 2000, 2008). At the least self-determined end of the continuum lies amotivation. This term refers to the absence of any motivation when facing a particular task and the behaviour is not intrinsically or extrinsically motivated. In cases of amotivation, individuals do not establish any contingency between actions and consequences (Ryan & Deci, 2000).

From this brief description, it follows that the greater the internalization of a task's value, the more individuals will internalize the regulation processes, translating into greater persistence. Perceptions are also more positive under such conditions, and there is greater engagement with activities (Deci, Eghrari, Patrick & Leone, 1994; Ryan & Deci, 2000).

SDT postulates that the social, relational, and environmental contexts also affect motivational functioning, which is mediated by the three basic and innate psychological needs of autonomy, competence, and relatedness (Deci & Ryan, 1991). Self-determination can be considered directly proportional to the satisfaction of these needs, which are held to be central concepts to understanding the initiation and regulation of behaviour.

According to Vallerand, Pelletier, and Koestner (2008), research based on SDT has revealed that the quality of motivation (e.g. identified regulation, external regulation) is a better predictor than the level of motivation (low or high). More specifically, we note that positive results are derived from more self-determined forms of motivation (intrinsic motivation, integrated regulation, and identified regulation), while less self-determined forms have negative or non-existent relationships with these adaptive results. It is also worth noting that amotivation systematically exhibits a positive relationship with negative or less adaptive results (Vallerand, 1997, 2007; Vallerand & Ratelle, 2002).

Based on SDT, Vallerand (1997) has proposed a hierarchical model of intrinsic and extrinsic motivation (HMIEM). This model supports the existence of three forms of motivation, with different levels of generality, arranged hierarchically according to the degree of specificity (global, contextual, or situational). The global level, which is the highest level of this distribution, defines motivation as a general dispositional tendency to interact with the environment (either intrinsic or extrinsic). In this case, motivation is stable and can be considered a personality trait. The contextual motivation level in this model is a preferential orientation of the individual toward a context or specific area of his/ her life (e.g. sports, work). Lastly, at the situational level, motivation is considered somewhat unstable, given its high sensitivity to environmental factors. At this level, motivation functions as a provision that arises at a particular moment in time and when carrying out a specific task.

The relevance of the distinction between these three levels of generality is that there are mutual influences among them (Vallerand, 1997). Explained in terms of bottom-up and top-down effects, it is possible to understand in greater detail how an individual's motivation changes over time in the various areas and contexts of his/her life (Guay, Mageau, & Vallerand, 2003, Lavigne, Hauw, Vallerand, & Brunel, Blanchard et al., 2009). In a study recently conducted by Lavigne and Vallerand (2010) in an educational context, for example, situational motivation emerged as a significant predictor of contextual motivation.

It is also important to stress that modifying the quality of motivation in an educational context can be accomplished through small changes at the situational level resulting from a successive number of interactions with the environment and repeated self-internalization (Vallerand et al., 2008).

In this context, we focus on the SIMS, or Situational Motivation Scale (Guay, Vallerand & Blanchard, 2000), which was initially constructed to evaluate situational motivation in an educational context.



A sample of 409 undergraduate students between 17 and 31 years old (M = 20.79; SD = 2.69) participated in the study. The sample comprised 289 females (70.7%) and 120 (29.3%) males. With respect to previous academic performance, 110 students (26.9%) had already failed at least one year.


The Situational Motivation Scale (SIMS) is a 16-item scale with reference to the HMIEM of Vallerand (1997). The items, which assess why the individual is performing a particular activity or task, are equally distributed among the four subscales that represent the dimensions defined by SDT: Intrinsic Motivation (e.g. "Because I think that this activity is interesting"), Identified regulation (e.g. "Because it's for my own good"), External Regulation (e.g. "Why am I supposed to do it") and Amotivation (e.g. "I don't know; I don't see what this activity brings me.").

The SIMS asks participants to indicate the extent to which a range of items corresponds to their reasons for performing a specific activity. The subscales assess the dimensions of Intrinsic Motivation (items 1, 5, 9, and 13), Identified Regulation (items 2, 6, 10, and 14), External Regulation (items 3, 7, 11, and 15), and Amotivation (items 4, 8, 12, and 16) in a specific situation. Each one of the items responds to the question: "Why are you performing this task/activity at this time?" Participants indicated the extent to which each item corresponded to their reasons for carrying out a specific activity using a 7-point scale ranging from 1 (does not correspond at all) to 7 (corresponds exactly), with an intermediate score of 4 (corresponds moderately).

Scores from each subscale are averaged across four items, weighed according to their position on the self-determination continuum and used to calculate an SDI of situational motivation using the following formula: SDI = +2* (Intrinsic Motivation) +1* (Identified Regulation) -1* (External Regulation) -2* (Amotivation). Scores on the SIMS also range from -18 to +18 with higher scores indicative of greater self-determination towards the situation being analyzed.

In general, different studies conducted with the SIMS (e.g. Gillet, Vallerand, Lafreniere, & Bureau, 2012; Guay et al., 2000, Martin-Albo, Nunez, & Navarro, 2009; Ratelle, Vallerand, & Baldwin, 2005; Standage & Treasure, 2002) indicated that the scale has satisfactory levels of internal consistency for all subscales, ranging from .70 (Amotivation) (Ratelle et al., 2005) to .95 (Intrinsic Motivation) (Guay et al. 2000). Also, the results of confirmatory factor analysis (CFA) usually support the SIMS structure of four factors (e.g. Guay et al, 2000; Gillet et al., 2012; Martin-Albo et al., 2009; Standage & Treasure, 2002). However, it must be noted that in some of these studies, the rate of adjustment resulted from the elimination of items 10 and 11.

Because the SIMS proved to be a valid instrument for assessing situational motivation in the educational setting, we intended to validate a Portuguese version of this scale by attempting to reproduce the original factor structure using confirmatory factor analysis.


The adaptation of the SIMS began with a request for permission to translate and adapt the original scale, which was promptly granted by its authors. A standard translation-back translation (Hill, & Hill, 2008) procedure was used to ensure that the content of each item in the present version was equivalent in meaning to those in the original version of the inventory. Translation to Portuguese was carried out by several Portuguese individuals with good English-language skills. After comparing and integrating the different versions, a revised translated version was submitted for back-translation by a Portuguese individual with very good Portuguese and English language skills. Once minor differences in wording were resolved, no major incompatibilities in the translations were observed. According to Cronbach (1984), these procedures are legitimate, since they contribute to improving the validity and accuracy of the instrument. Creswell (2012) also reports that the use of experts is a method of qualitative analysis that can be used to assess the items on a questionnaire and their form and content in terms of clarity, transparency, and appropriateness for the objectives of the inventory (face validity). This was followed by the adaptation of the instructions (respecting as much as possible the original scale), which guided students on how to respond to the questionnaire using the scale. The Portuguese version of the SIMS maintained the original structure.

SIMS were distributed to the students in two Portuguese public schools during the 2012-2013 academic year. After obtaining the necessary authorization from teachers, the students were informed of the study's goals and of the conditions for their participation. The tasks set out for the collection of data were contextualized to relate to class lessons. Once the purpose of the research was explained, the scale was distributed to all students, who were instructed to complete it with respect to the preceding academic task. Participation was voluntary and the confidentiality of all information collected was assured. Students were requested to respond as honestly as possible, and there was no time limit. The approximate time needed to complete the instrument was 10 minutes. We also guaranteed the dissemination of the research results. One of the investigators was present at all sessions where the instrument was applied, and later thanked the participants for their collaboration.

Data analysis

In addition to the qualitative analysis described above, we also used quantitative procedures aimed at analyzing the relevance of different parameters to the validity and reliability of the SIMS.

First, we calculated several descriptive statistics and estimated internal consistency reliability using Cronbach's alpha coefficients for each subscale of the SIMS. The authors of the original SIMS did not include items related to introjected regulation or integrated regulation because they did not think that these dimensions would ultimately be differentiated from the rest. We adopted similar procedures in this study. Second, we calculated correlation coefficients to examine any statistically significant relationships among the factors identified in the original studies. Third, the model was tested by confirmatory factor analysis (CFA) via AMOS to assess model fit to the data (Arbuckle, 2006). To evaluate the fit of the measurement models, comparative fit index (CFI) was used with the root-mean-square error of approximation (RMSEA) in tandem with the standardized root-mean-square residual (SRMR), as recommended by Hu & Bentler (1999) and MacCallum & Austin (2000).

The level of significance in all the statistical tests performed was 0.05. The data were analyzed by means of SPSS (v. 22) and AMOS Graphics (v. 07).


Descriptive Analysis and Internal Consistency of the Subscales

The descriptive statistics of the items used in this study are shown in table 1. The average scores of each item of the scale ranged from 5.95 (item 2) to 1.86 (item 12), with most scores near the midpoint of the 7-point scale. This allowed for some dispersion of the results, as reflected in standard deviation values ranging from 1.28 (item 2) to 2.20 (item 11).

Skewness values suggest that some of the items deviate from the normal distribution (e.g. Maroco, 2003), including items 7 (-1.26), 12 (1.73) and 16 (1.48). With respect to kurtosis, most items had values indicating a mesokurtic distribution, with the exception of item 11 (-1.28), with a flatter distribution (platykurtic), and items 12 (2.60) and 16 (1.65), whose values suggest a leptokurtic distribution.

Regarding the internal consistency of the four subscales of the SIMS (table 2), the results surpass the threshold referenced in the literature (e.g. Hill & Hill, 2008), and showed values varying between .73 (External Regulation) and .89 (Intrinsic Motivation), and are very close to those obtained in the original study (Guay et al., 2000).

Analysis of the Correlations of the four EMSI Subscales

With respect to correlations between the different domains, the validation study carried out by Guay and colleagues (2000) revealed statistically significant positive correlation values between Intrinsic Motivation and Identified Regulation (r = .36, p <. 001), External regulation and Amotivation (r = .41, p <.01), and negative correlation values between Intrinsic Motivation and Amotivation (r = .41, p <.001).

Overall, we observed highly significant positive correlations between the items of each of the subscales (table 3). The items that showed the highest correlation are related to the following

subscales: Amotivation, items 8 and 16 (r = .62, p <.01); External Regulation, items 3 and 7 (r = .71, p <.01); Identified Regulation, items 6 and 14 (r = .63, p <.01) and Intrinsic Motivation, items 1 and 5 (r = .77, p <.01). It is also noted that there are negative correlations between the items integrating Amotivation and Intrinsic Motivation subscales.

Given the continuum of self-determination, we consider that the observed correlations between the four subscales of the SIMS (table 4) occurred in the theoretically expected direction. That is, we expected a higher correlation between closer or adjacent subscales than among the subscales that are farthest from this continuum. Significant positive correlations were observed between Amotivation and External Regulation (r = .21, p <.01) and between Intrinsic Motivation and Identified Regulation (r = .41, p <.01). On the other hand, significant negative correlation was found between Amotivation and Intrinsic Motivation (r = - .37, p <.01).

Confirmatory Factor Analysis

To evaluate the fit of the underlying SIMS model with the observed structure, we used confirmatory factor analysis (CFA). The estimation of the model parameters and the assessment of the fit to the matrix were performed using the AMOS Graphics program, which refers to the estimation of the Maximum Likelihood method (Maroco, 2010). The fit of the model was estimated considering the following typology of indices of fit: a) absolute ([chi square], RMSEA--root mean square error of approximation),

b) incremental (NNFI--non-normed fit index) and

c) parsimonious ([chi square]/df - weighted Chi-square, CFI - comparative fit index) (e.g. Campana, and Tavares Silva, 2009).

The initial model (Model 1) presents weak adjustment quality indices, since the values deviate from the reference ranges ([chi square] = 337,820, p <.001, RMSEA =. 09; NNFI = 87, [chi square] / df = 3.86, CFI = .92).

For this reason, we conducted a set of procedures that were primarily designed to improve the model fit indices. In a first step, considering the values observed in the squared Mahalanobis, we eliminated participants. These cases were considered the harshest multivariate outliers (p1 and p2 <.001). Subsequently, by analyzing the factor weights of the 16 items, we found that all values are above [lambda] = .50, except for items 10 (IDRG) and 11 (EXTRG). In both cases, the modification indices suggest that a considerable fraction of the item is not explained by the factor on which it saturates. Thus, the item does not contribute to a clear definition of the factorial structure of the SIMS. Because of the foregoing, we reconfigured the model by eliminating items 10 and 11, and conducted a new CFA.

The new CFA for the final model (model 2) has better adjustment scores, although they can still be considered sufferable ([chi square] = 260,981, p <.001, RMSEA = .08, NNFI =.91; [chi square]/df = 3.68, CFI = .93). In table 5 we analyze the differences regarding goodness-of-fit between Model 1 and Model 2.


This study aimed to validate a Portuguese version of the SIMS, assessing its validity and reliability. Overall, the results report good psychometric properties of the Portuguese version of the SIMS in an academic context.

About construct validity, the results of the CFA support the four-factor structure, which reflects the theoretical constructs of amotivation, external regulation, intrinsic motivation, and identified regulation (Deci & Ryan, 1985). This result is consistent with other validation studies (e.g. Guay et al. 2000; Gillet et al., 2012, Martin-Albo et al. 2009; Standage & Treasure, 2002).

As in the studies conducted by Martin-Albo and colleagues (2009), however, as well as Standage and Treasure (2002), the indicators of adjustment of the initial model deviated from the reference values. It was necessary to remove items 10 and 11 from the model because they saturated simultaneously in two factors, reducing the clarity of the factor structure of the SIMS. In addition to an improvement in the index of adjustment, it should be noted that the exclusion of items 10 and 11 increased the internal consistency of the subscales to .80 for identified regulation and .79 for external regulation.

As proposed by SDT (e.g. Deci & Ryan, 1985, 2000, 2008), correlations between the different subscales of the SIMS are organized according to the continuum of self-determination. In this sense, as reported by Guay and colleagues (2000), contiguous subscales exhibit strong and positive correlations, whereas the more distant subscales showed a negative correlation, which also attests to the construct validity of the SIMS. Regarding precision, the different subscales have internal consistencies of above .79, proving the reliability of SIMS. These values are similar to those found in other validation studies (Guay et al. 2000; Martin-Albo et al., 2009).

However, our investigation has some limitations. First, eliminating items can affect the relationships with the various subscales and with the antecedents and consequences. In our opinion, a worthwhile direction for future research would be creating two new items to complete the subscales. Additionally, future research must be performed at other educational levels and by increasing the diversity of activities related to the academic context (e.g. laboratory activities, academic work, presentation of reports, etc.). Other motivational antecedents (e.g. perceived competence, motivational climate) and cognitive and/or affective consequences must also be considered. Testing the psychometric properties of the SIMS in distinct life domains (e.g. work, sports, and health settings) could also improve the robustness of the scale.

Nevertheless, the data obtained provide psychometric support for the use of SIMS to assess different dimensions of situational motivation in an educational context. This finding allows us to advance the study of the relationships between the different levels of generality proposed by HMIEM.



This paper was partially financed by the Foundation for Science and Technology (FCT), Portugal.


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Received: April 07, 2016

Approved: November 11, 2016

Vitor Gamboa, Sandra Vaiadas, Olimpio Paixao *

Universidade do Algarve

* Correspondence: E-mail:

Caption: Figure 1. Results of the confirmatory factor analysis
Table 1

Descriptive Statistics (Mean, Standard Deviation,
Skewness and kurtosis) (N=409)

Items                   M      SD    Skew-    Kur
                                     ness    tosis

1. Because I think     4.37   1.64   -0.30   -0.65
that this activity
is interesting

2. Because I am        5.95   1.28   -1.14   0.63
doing it for my own

3. Because I am        5.67   1.60   -1.15   0.54
supposed to do it

4. There may be good
reasons to do this     2.36   1.75   1.19    0.35
activity, but
personally I don't
see any

5. Because I think     4.00   1.63   -0.09   -0.71
that this activity
is pleasant

6. Because I think     5.53   1.34   -0.93   0.68
that this activity
is good for me

7. Because it is       5.78   1.53   -1.26   0.84
something that I
have to do

8. I do this           2.50   1.75   1.04    -0.00
activity but I am
not sure if it is
worth it

9. Because this        3.04   1.70   0.49    -0.61
activity is fun

10. By personal        5.08   1.93   -.78    -0.52

11. Because I don't    3.41   2.20   0.43    -1.28
have any choice

12. I don't know; I    1.86   1.32   1.73    2.60
don't see what this
activity brings to

13. Because I feel     4.04   1.65   -0.07   -0.70
good when doing this

14. Because I          5.79   1.33   -1.19   1.15
believe that this
activity is
important for me

15. Because it is      5.53   1.52   -1.02   0.50
something that I
have to do

16. I do this
activity, but I am     1.99   1.34   1.48    1.55
not sure it is a
good thing to pursue

Table 2

Internal Consistency of the Subscales (n = 409)

                              A       No. of Items

Amotivation               .80 (.77)        4
External Regulation       .73 (.86)        4
Identified Motivation     .77 (.80)        4
Intrinsic Motivation      .89 (.95)        4

Note: brackets show the values of Guay, Vallerand, and Blanchard

Table 3

Correlations between the 16 items of the SIMS (n=409)

Items     2        3         4         5         6         7

1       .19 **   -.12 *   -.28 **   .77 **    .38 **    -.24 **
2                .18 **   -.23 **   .16 **    .54 **     .12 *
3                           .09      -.08       .06     .71 **
4                                   -.25 **   -.22 **   .14 **
5                                             .41 **    -.23 **
6                                                         .01

Items      8         9        10        11        12        13

1       -.32 **   .64 **    .23 **    -.34 **   -.32 **   .62 **
2       -.17 **     .08     .38 **    -.10 *    -.28 **   .26 **
3        -.01      -.09     -.10 *    .34 **      .03     -.11 *
4       .46 **    -.16 **   -.23 **   .33 **    .51 **    -.30 **
5       -.33 **   .73 **    .26 **    -.35 **   -.26 **   .68 **
6       -.25 **   .27 **    .45 **    -.21 **   -.26 **   .48 **
7        .12 *    -.15 **   -.11 *    .40 **     .12 *    -.23 **
8                 -.23 **   - 19 **   .31 **    .51 **    -.31 **
9                           .21 **    -.26 **   -.14 **   .61 **
10                                    -.31 **   -.23 **   .40 **
11                                              .40 **    -.36 **
12                                                        -.28 **

Items     14        15       16

1       .29 **     -.03    -.28 **
2       .55 **    .29 **   -.21 **
3        .11 *    .44 **    -.01
4       -.25 **    -.04    .45 **
5       .28 **     -.06    -.27 **
6       .63 **    .26 **   -.21 **
7         .09     .50 **     .05
8       -.29 **    -.03    .62 **
9       .18 **    -.13 *   -.16 **
10      .41 **    .20 **   -.21 **
11      -.13 **   .22 **   .33 **
12      -.34 **    -.04    .55 **
13      .40 **     .01     -.25 **
14                39 **    -.22 **
15                          -.03

* p < .05 ; ** p < .01

Table 4

Correlations between the subscales (n = 409)

                 1          2                  3

1. Intrinsic         .41 ** (.26 **)   -.29 ** (-.53 **)
2. Identified                          .02 (-.15 *)
3. External
4. Amotivation


1. Intrinsic     -.38 ** (-.41 **)
2. Identified    -.38 ** (-.58 **)
3. External      .23 ** (.36 **)
4. Amotivation

Table 5
Goodness-of-fit of the two models in this study

                    [chi square]   [chi square]/df   RMSEA   NNFI

Model 1 (Initial)     337,820           3,86          .09    .87
Model 2 (Final)       360,981           3,68          .08    .91


Model 1 (Initial)   .92
Model 2 (Final)     .93
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Author:Gamboa, Vitor; Vaiadas, Sandra; Paixao, Olimpio
Publication:Avances en Psicologia Latinoamericana
Date:Dec 1, 2017
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