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Theory

Middle-Range Theory Of Chronic Sorrow


Georgene G. Eakes, Mary 1. Burke, Margaret A. Hainsworth

Purpose: To introduce a middle-range nursing theory of chronic sorrow that presents this
sorrow as a normal response to ongoing disparity due to loss. Chronic sorrow is the periodic
recurrence of permanent, pervasive sadness or other grief related feelings associated with a
significant loss. The theory provides a framework for understandingand working with people
following a single or ongoing loss.
Organizing framework: The model of chronic sorrow includes antecedents, trigger events,
and internal and external management methods.
Scope: Theory is useful for analyzing individual responses of people experiencing ongoing
disparity due to chronic illness, caregiving responsibilities, loss of the ”perfect” child, or
bereavement.
Sources: The theory was developed using concept analysis, critical review of research, and
validation in 10 qualitative studies of various loss situations.
Conclusions: Chronic sorrow has been shown to explain the experience of people across the
lifespan who encounter ongoing disparity because of significant loss. Nurses need to view
chronic sorrow as a normal response to loss and, when it is triggered, provide support by
fostering positive coping strategies and assuming roles that increase comfort.

IMAGE: JOURNAL OF NURSINGSCHOLARSHIP, 1998; 30(2), 179-184.01 998, SIGMA THETA


TAUINTERNATIONAL.

[Key Words: grieymourn; loss; chronic sorrow1

c
* * *

hronic sorrow was introduced into the literature more than members of the Nursing Consortium for Research on Chronic
30 years ago to characterize the recurring waves of grief Sorrow (NCRCS) and a critical review of existing research.
observed in parents of children with mental deficiencies According to Walker and Avant (1993, in concept analysis the
as they struggled to cope with the loss of a “perfect child” attributes or defining characteristics of a particular idea are
(Olshansky, 1962). The pervasive, recurrent sadness examined. Moreover, this defining is an essential step in theory
Olshansky characterizedas chronic sorrow was viewed as a normal development. Analyses of the concept of chronic sorrow
response to disruptions of anticipated normalcy. documented in the literature (Lindgren, Burke, Hainsworth, &
Subsequent research validated the occurrence of chronic Eakes, 1992; Teel, 1991) provided the foundation upon which
sorrow among parents of mentally or physically disabled young the theoretical model of chronic sorrow was built. Defining
children and expanded the emotions commonly experienced to characteristics of chronic sorrow, as noted by Lindgren and
include not only sadness and sorrow, but also fear, helplessness, colleagues (1992, p. 3 l), include the following: (a) A perception
anger, frustration, and other feelings characteristic of grief of sadness or sorrow over time in a situation with no predictable
(Burke, 1989; Damrosch & Perry, 1989; Fraley, 1986; Hummel end. (b) Sadness or sorrow that is cyclic or recurrent. (c) Sadness
& Eastman, 1991; Phillips, 1991; Seideman & Kleine, 1995; or sorrow that is triggered internally or externally and brings to
Wikler, Wasow, & Hatfield, 1981). Concluded in these studies mind a person’s losses, disappointments, or fears. (d) Sadness
was the idea that the never-ending nature of the loss of the or sorrow that is progressive and can intensify.
“perfect” child prevented resolution of grief and precipitated
periodic episodes of re-grief or chronic sorrow. Ceorgene C. Eakes, RN, EdD, Beta Nu, is a Professor East Carolina Uni-
Research undertaken by the Nursing Consortium for Research versity School of Nursing, Greenville, NC. Mary 1. Burke, RN, DNSc,
on Chronic Sorrow (Eakes, Hainsworth,Lindgren, & Burke, 1991) Delta Upsilon-At-Large, is a Professor and Margaret A. Hainsworth, RN,
PhD, CS, Delta Upsilon-At-Large, is a Professor, both are at Rhode Island
has expanded the relevance of the concept to individuals College Department of Nursing, Providence, RI. A number of the NCRCS
experiencing a variety of loss situations, as well as to their family studies were supported by funding from Beta Nu chapter, Sigma Theta Tau
caregivers (Burke, 1992; Eakes, 1993; Eakes, 1994; Eakes, 1995; International and by Rhode Island College Faculty Research grants. Cor-
Eakes, Burke, Hainsworth, & Lindgren, 1993; Hainsworth, 1994a; respondence to Dr. Eakes, School of Nursing, East Carolina University,
Greenville, NC 27858-4353 or E-mail eakesg@mail.ecu.edu
Hainsworth, 1994b; Hainsworth, 1995; Hainsworth, Burke,
Lindgren, & Eakes, 1993; Hainsworth, Eakes, & Burke, 1994; Clinical Sidebar: Susan R. Redding, RN, CRNH, Beta Nu, i s a graduate
Hainsworth, Busch, Eakes, & Burke, 1995; Lindgren, 1996). Our student at East Carolina University School of Nursing, Greenville, NC,
middle-range theory of chronic sorrow was inductively derived and and an end-of-life-care hospice nurse.
Accepted for publication October 3, 1997.
validated through a series of 10 qualitative studies conducted by

Volume 30, Number 2, Second Quarter 1998 /mage:/ournal of Nursing Scholarship 179
Chronic Sorrow Theory

In addition to setting forth the critical attributes of chronic sorrow,


analyses of the concept provide descriptions of events and
circumstances antecedent to the occurrence of chronic sorrow.
These events include involvement in the trajectory of a chronic
illness or disability , either as the one affected or as a caregiver; a I' - I

F? '
recognized negative disparity between the past and present; and the
occurrence of events that bring the disparity into focus (Lindgren
et al., 1993;Teel, 1991).
I
Although the process of concept analysis is formal and rigorous,
Walker and Avant (1995) warn that results are always tentative.
Indeed, findings from research studies conducted by the Nursing
Consortium for Research on Chronic Sorrow have not consistently
demonstrated progressivity of the emotions associated with chronic
sorrow (Eakes, 1993;Eakes et al., 1993;Eakes, 1995; Hainsworth,
Burke, Lindgren, & Eakes, 1993; Hainsworth, 1994b; Hainsworth
et al., 1994; Hainsworth et al., 1995). Rather, the potential for
progressivity and intensification of chronic sorrow over time has
been identified. Figure 1. Theoretical Model of Chronic Sorrow
Further modification of the defining characteristics of chronic
sorrow has resulted from recent NCRCS research demonstrating nature. These attributes are reflected in the words of mother whose
evidence of chronic sorrow among people who have experienced child had died:
a single loss event rather than an ongoing loss (Burke, 1994;Eakes, The pain will never completely go away, but like anything else, you just
1994; Hainsworth, 1994a). Therefore it is the ongoing disparity learn to live with it. You learn how to live with an amputated limb. You
created by the loss experience, rather than the ongoing nature of learn how to live with a broken heart (Burke, 1994).
the loss situation as originally hypothesized, that is antecedent to As shown in the model (Figure l),the experienceof chronic sorrow
chronic sorrow. Recognition of the common denominator of may occur subsequent to a loss experienced at any point across the
disparity, the difference between the current reality and the desired, life span.
was a major breakthrough in that it explains the occurrence of Chronic sorrow is clearly differentiated from prevalent time-
chronic sorrow in both ongoing and circumscribed loss situations. bound models of grief and from pathological grief and depression
Chronic sorrow has been rethought based on these research findings (Burke, Hainsworth, Eakes, & Lindgren, 1992; Lindgren et al.,
and is now defined as the periodic recurrence of permanent, 1992; Teel, 1991). Whereas traditional grief theorists (Bowlby,
pervasive sadness or other grief-related feelings associated with 1980 Lindemann, 1944) purport that resolution is the necessary
ongoing disparity resulting from a loss experience. Chronic sorrow and normal outcome of grief reactions associated with loss, the
is viewed as a normal response to ongoing disparity associated with theoretical premise of chronic sorrow allows that people may
a loss situation; indeed, research has shown that it is universally periodically re-experience the pervasive sadness or other grief-
experienced by those who suffer a signifcant loss. Normalization related feelings that occur when initially confronted with the loss.
of the process of chronic sorrow in no way diminishes the validity Although each episode of sadness abates over time, circumstances
or intensity of the feelings experienced. or situations in which the individual is confronted with the disparity
created by the loss trigger recurrence of the grief-related feelings.
Because of the cyclical nature of chronic sorrow, periods of
Overview of the Chronic Sorrow Model happiness and satisfaction are interspersed with episodes of re-grief,
thereby preventing the grief from becoming incapacitating (Burke
Our theory of chronic sorrow offers an explanation of how people et al., 1992; Copley & Bodensteiner, 1987; Lindgren et al., 1992;
may respond to both ongoing and single loss events. The model of Teel, 1991).
chronic sorrow not only offers a framework for understanding The need for alternative models of loss is widely recognized.
responses to various loss situations, but also offers a new way of Moreover, there is growing recognition that the unique nature of
viewing the experience of bereavement. The model of chronic losses, both real and symbolic, that accompany chronic illness and
sorrow is in Figure 1. disability prevents closure or resolution (Davis, 1987; Stephenson
Chronic sorrow experience is cyclical and continues as long as & Murphy. 1986; Worthington, 1994). Interestingly,Quint's (1969)
the disparity created by a loss remains. Chronic sorrow is viewed definition of chronic illness as one that is progressive, periodic, and
as a normal response to an abnormal situation. While episodes of permanent mirrors the experience of chronic sorrow.
sadness abate and individuals do go on with their lives, as long as Cyclical models of grief that allow for the feelings of grief to be
the disparity created by the loss exists, chronic sorrow is likely to revisited have been posited not only by professionals working with
be periodically experienced. This periodic return of grief is families with children who have chronic illnesses or developmental
experienced by individuals and caregivers whose anticipated life disabilities (Copley & Bodensteiner, 1987;Worthington, 1994)but
course has been disrupted. Chronic sorrow is characterized as also by those who counsel the bereaved (Martin & Elder, 1993).
pervasive, permanent, periodic, and potentially progressive in However, unlike these descriptive open-ended grief frameworks,

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Chronic Sorrow Theory

the model of chronic SOITOW represents an alternative way of (Bereaved Individual Version), a semi-structuredinterview guide.
viewing cyclical responses to loss experiences that is based on The words of one man whose wife had died 10 years earlier provide
extensive research. a portrait of the chronic sorrow associated with the death of a loved
one:
There are people that tell you that time will erase or time will change
Loss Situations things, but that’s not true. Time will make it easier, but time does not
erase what you have built up over many years. It doesn’t erase it so don’t
expect them (periodic grief-relatedfeelings)to go away. You can deal with
The primary antecedent event that must occur before the onset it as years pass, but I don’t think that I will ever, if I live to be 100, get
of chronic sorrow is involvement in an experience of significant over it. My wife will always be a part of me. She left an impact on my
loss. The loss may be ongoing with no predictable end, as with life and my child that nothing in this world will ever take away (Eakes,
1994).
the birth of a disabled child or diagnosis of a chronic illness, or it
may be a more circumscribed loss like the death of a loved one. While traditionally chronic sorrow has been associated only
Since interpretation of loss is highly individualistic, it is difficult with individuals involved in ongoing loss situations with no
to generalize about what may constitute a signifcant loss. What is predictable end, these latest findings about bereaved individuals
described as a significant loss by one person may not be viewed validate the experience of chronic sorrow not only for those
the same by another. However, research has shown overwhelmingly experiencing ongoing loss, but also for those who have
that the never-ending loss of a “perfect” child experienced by experienced a single loss. Therefore, we assume that any type
parents of young children with physical or mental disabilitiesplaces of significant loss experience may result in the development of
them at high risk for chronic sorrow (Burke, 1989; Damrosch & chronic SOKOW.
Perry, 1989; Fraley, 1986; Golden, 1994; Hummel & Eastman,
1991; Mallow, 1994; Olshansky, 1962; Phillips, 1991; Seideman
& Kleine, 1995; Shumaker, 1995; Wikler et al., 1981). Disparity
Similarly, family caregivers of adult children, spouses, parents,
or other close relatives with physically or mentally debilitating A second key antecedent to chronic sorrow is unresolved
diseases confront losses associated with watching their loved disparity resulting from the loss (Lindgren et al., 1993;Teel, 1991).
one’s condition deteriorate and experiencing the personal Disparity is created by loss experiences when the individual’s
sacrifices that accompany caregiving (Atkinson, 1994; Cockerill current reality differs markedly from the idealized, when the loss
& Warren, 1990; Miller, 1991; Miller, Dworkin, Ward, & Barone, creates a gap between the desired relationship and the actual one.
1990; Parks & Pilisuk, 1991). These experiences of ongoing loss Whether associated with ongoing loss as an affected individual or
imbedded in the role of caregiver often lead to chronic sorrow caregiver or as a survivor of a single loss event, the existence of
(Burke, Eakes, & Hainsworth, 1997; Eakes, 1995; Hainsworth, ongoing, unresolved disparity is a common attribute of chronic
1995; Hainsworth et al., 1995; Lindgren, 1996). sorrow (Burke et al., 1997;Eakes, 1993; Eakes, 1995;Eakes et al.,
The presence of a chronic condition with its concomitant 1993; Hainsworth, 199Ja; Hainsworth, 1995; Hainsworth et al.,
uncertainty creates a situation for which there is no predictable 1993; Hainsworth et al., 1994; Hainsworth et al., 1995; Lindgren
end (Loveys, 1990; Mishel, 1990). Moreover, both the actual and et al., 1993;Teel, 1991). The unresolved disparity that characterizes
symbolic losses associated with living with chronic illness or chronic sorrow may be equated with experiencing loss in bits and
disability are ongoing. Involvement in ongoing losses associated pieces. The lack of closure of the gap created by the loss event sets
with a chronic or life-threatening condition such as infertility, the stage for grief to be experienced periodically as reflected in the
cancer, or multiple sclerosis is likely to lead to the development comments of a mother whose child had died:
of chronic sorrow (Burke et al., 1997; Eakes, 1993; Eakes et al., It’s a continual process and people who say it just ends after two years
1993; Hainsworth, 1994b; Hainsworth et al., 1993; Hainsworth ... that after that you should be okay. Well that’s crazy. Time does change
et al., 1994; Lindgren, 1996). you and you can adapt, but for me personally, it doesn’t completely heal
In contrast to ongoing loss experiences where there is no the scar that’s left (Burke, 1994).
predictable end to the loss-producing situation, death of a loved
one represents a circumscribed loss event that may precipitate
the development of chronic sorrow. Three consortium studies Trigger Events
conducted in 1994 investigated the occurrence of chronic sorrow
in individuals who had experienced the death of a family Within the theoretical framework of chronic sorrow, trigger
member. These studies represent a landmark in exploring chronic events are closely connected to the disparity.Triggers, also referred
sorrow among those who have experienced circumscribed losses, to as milestones, are defined as those circumstances,situations, and
rather than ongoing losses. The sample consisted of 14 parents conditions that bring the negative disparity resulting from the loss
who had experienced the death of a child, 10 people who had experience clearly into focus or that exacerbate the experience of
lost a spouse through death, and 10 people who had experienced disparity (Burke et al., 1997; Eakes, 1995;Teel, 1991). Events that
the death of a family member following a long-term illness. are likely to trigger confrontation with ongoing disparity vary
While the length of time since the death event ranged from 2 to dependingupon whether the loss is associatedwith having a chronic
25 years, 97% of the sample showed chronic sorrow as identified or life-threatening condition, being a family caregiver, or
using the BurkelNCRCS Chronic Sorrow Questionnaire experiencingthe death of a loved one.

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Chronic Sorrow Theory

Affected Individuals Rather, it is the disparity from the ideal created by the absence of a
Chronic sorrow is most often triggered in individuals with person who was central in the life of the bereaved. Stated another
chronic or life-threatening conditions when the individual way, for bereaved individuals, it is the presence of the absence that
experiences disparity with accepted norms. These norms may be triggers chronic sorrow. The chronic sorrow experiencefor bereaved
social, developmental , or personal (Burke et al., 1997; Eakes, people is most frequently triggered by confrontation with disparity
1993; Eakes et al., 1993; Hainsworth, 1994b). Individuals with associated with memories of a past reality, often associated with
chronic or life-threateningillnesses may be stigmatized by society. anniversary events, and with recognized variances from social norms
Moreover, their abilities to fully participate in and meet the (Burke, 1994; Eakes, 1994; Hainsworth, 1994a). Moreover, role
expectations of society may be compromised (Lubkin, 1990). An changes necessitated by the death of a “significant other” also serve
example of disparity with social norms is the individualconfronting as reminders of the negative disparity between the past and the
the realization that he or she is “different” from others. present and may precipitate chronic sorrow.
Developmental norms refer to those predictable, anticipated
milestones of individual or family development. One example of
disparity with family developmental norms is an infertile woman Management Methods
of child-bearing age. People diagnosed with progressively
degenerative conditions such as multiple sclerosis, experience Management methods refer both to the coping strategies used by
ongoing disparity with previously established personal norms a person with chronic sorrow (internal) and to interventionsprovided
almost certainly precipitate the chronic sorrow experience. Such by professionals (external). Use of effective coping methods and
a situation may arise when one can no longer participate in an provision of appropriateinterventionscan assist those with chronic
activity previously enjoyed. sorrow to regain their emotional equilibrium and achieve an
In addition to disparity with norms, events associated with increased level of comfort. Employment of effective management
management of the illness such as hospitalization may bring the methods may also extend the period between trigger events and
ongoing disparity into focus for those affected by a chronic or life- reduce the degree of perceived disparity.
threatening condition (Burke et al., 1997; Eakes, 1993; Eakes, et
al, 1993; Hainsworth, 1994b; Lindgren, 1996). Effective Internal Management Methods
Individuals draw on a variety of strategies to cope with the
Family Caregivers periodic re-grief associated with chronic sorrow. Positive personal
For parents caring for young children with physical or mental coping styles used by those with chronic sorrow are consistent
infiities, confrontation with disparity between the idealized and among affected individuals, family caregivers, and bereaved
the actual is overwhelmingly associated with developmental individual and are congruous with styles identified in established
milestones (Burke, 1989; Clubb, 1991; Damrosch & Perry, 1989; theories on stress and coping (Lazarus & Folkman, 1984).
Fraley, 1986; Fraley, 1990; Golden, 1994; Hummel & Eastman, Individuals most frequently cope positively with chronic sorrow by
1991; Mallow, 1994; Olshansky, 1962; Phillips, 1991; Seideman using action strategies designed to help them feel more in control
& Kleine, 1995; Shumaker, 1995; Wikler et al., 1981). The of their lives (Burke, 1989; Eakes, 1993; Eakes, 1995; Hainsworth
discrepancy noted between a child‘s performance and the parents’ et al., 1994; Hainsworth, 1995; Hainsworth et al., 1995; Lindgren,
expectations of “normal” development brings the disparity clearly 1996). These strategies include maintaining involvement in personal
into focus. interests and activities, pursuing respite opportunities, and seeking
For other family caregivers, chronic sorrow is most often information related to one’s loss experience. Cognitive methods of
triggered by management crises associated with the family coping are also frequently used to manage the feelings associated
member’s illness and by events that reinforce the unending nature with chronic sorrow (Burke, 1989; Eakes, 1993; Eakes,1995;
of their caregivingresponsibilities(Burke et al., 1997;Eakes, 1995; Hainsworth et al., 1994; Hainsworth, 1995; Hainsworth et al., 1995).
Eakes et al., 1993; Hainsworth, 1995; Hainsworth et al., 1995; These strategies involve having a “can do” attitude, taking one day
Lindgren, 1996). The potential for comparisons of abnormal at a time, and concentratingon the positive aspects of one’s life.
conditions with norms to trigger chronic sorrow is also apparent Another category of strategies for coping with chronic sorrow is
in family caregivers. Situations and circumstancesthat precipitate the interpersonal (Burke, 1989; Eakes, 1993; Eakes, 1995; Fraley,
awareness of disparities between self and others, especially in 1990; Hainsworth et al. 1994; Hainsworth, 1995; Hainsworth et al.,
regard to developmental expectations, relationships and abilities 1995; Wikler et al., 1981). These strategies include talking with
are commonly cited in this regard (Burke, 1989;Burke et al., 1997; others involved in the same or a similar loss situation, talking with
Eakes, 1995; Fraley, 1986; Hainsworth, 1995; Hummel & Eastman, someone close, or talking with a trusted professional.Other positive
1991; Olshansky, 1962; Wikler et al., 1981). As the husband of a coping styles that are sometimes described, although less frequently,
woman with multiple sclerosis noted, “I can’t stand seeing couples are emotional (e.g., having a good cry) and spiritual (e.g., relying
walking around the mall or taking their grandchildren out because on religious or personal beliefs and practices for comfort).
I know that will never happen with us” (Hainsworth, 1995).
Effective External Management Methods
Bereaved Individuals It is important to note that management methods provided by
In bereavement situations, the disparity that triggers chronic health care professionals should be based on a conceptualization
sorrow is not the presence of a person with a chronic condition. of chronic sorrow as normal rather than pathological. Normalization

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Chronic Sorrow Theory

of the experience is, in and of itself, the foundation upon which nature of the loss situation, if ongoing disparity is created, chronic
other interventions are built. Nurses and other providers should sorrow is likely to be experienced. Indeed, a total of 169 (86%) of
recognize that individuals who have been diagnosed with chronic those studied showed evidence of chronic sorrow.
or life-threatening conditions, parents of young children with Nurses and other health care professionals should recognize that
disabilities, caregivers for ill or disabled relatives, and individuals chronic sorrow is commonly experiencedby individuals across the
bereaved through the death of loved ones may experience the lifespan who have encountered significant loss or experience
periodic recurrence of grief-related feelings defined as chronic ongoing loss. Further, it is important that they view the recurring
sorrow. Awareness of the circumstances and situations that are periodic episodes of sadness and other emotions characteristic of
likely to trigger chronic sorrow allows for provision of anticipatory grief as a normal response to the ongoing disparity created by the
guidance. Personal coping styles can be assessed by simply asking, loss and provide needed support when chronic sorrow is triggered.
“What helps?’ Once identified, positive coping strategies should There are numerous implications suggested by this study for
be strengthenedand supported. For those lacking effective coping research on the theory of chronic sorrow. First and foremost, a
abilities, strategies identified as effective in dealing with chronic concise instrument to i d e n m the presence of chronic sorrow must
sorrow can be taught. be developed to facilitate future research and guide practice-related
Further, specific actions by health care professionals have been assessment and intervention. Second, further study is needed to test
identified as helpful in reducing the emotional pain of chronic the theory and its generalizability to populations and loss situations
sorrow. These interventionscan be categorized as roles that nurses not yet studied. More specifically, its relevance for various cultural
and other health care providers can assume in their contacts with groups should be explored. Along with empirical testing of the
individuals experiencing chronic SOITOW (Burke, 1989; Copley & theory of chronic sorrow, intervention studies focused on the
Bodensteiner, 1987; Eakes, 1993; Eakes, 1995; Eakes et al. 1993; identificationof strategies to reduce disparity created by loss should
Fraley, 1990; Hainsworth, 1995; Hainsworth et al., 1995; Hummel be conducted. Strategies already described in the chronic illness and
& Eastman, 1991;Wikler et al., 1981). grief literature, such as individual counseling and support groups,
For people diagnosed with chronic or life-threatening illnesses, should be tested for their effectiveness in reducing the disparity
as well as bereaved individuals, interventions demonstrative of an associated with chronic sorrow. Such additional study will be useful
empathetic presence and a caring professional are most helpful in determining if ongoing disparity can be substantiallyreduced and
(Burke, 1989; Eakes, 1993; Eakes et al., 1993; Hainsworth et al., chronic sorrow can be alleviated in those who experience this
1995). The interventions that typlfy the role of empatheticpresence phenomenon. ~ E
FJ
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33. chronic sorrow, as described by Eakes and colleagues. This middle-range theory
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