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Reliability and validity of the Occupational Stress Scale for Chinese off‐shore
oil installation workers
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Summary
To eualuatethe ualidity and reliability of the Occupational StressScale(OSS)for Chineseoff-sboreoil
workers, a total of 561 subjectsr.uereinteruiewedusing a self-administercdquestionnairedeueloped
from Cooper's. Using factor analysis,we identified nine factors, ubich explained 62.5 per cent of
the total uariance.Cronbacb'salphas were 0.97 for the total scale,and 0.72 to 0.91 for subscales.
Resubsof the splirhalf reliability test for tbe OSSindicated that the correlation behueentwo parts
uas 0.87. Signifcant differencesin the scoresof the fue subscalesuere obseruedamong the different
iob categoriesadjusting for confoundingfactors. Hierarchical mubiple regressionanalysisindicated
that tbe score of the OSStuassignifcantly and positiuelyassociatedruitb the poor mental heahb of
tbe tuorkers-ln conclusion, tbe OSSis a ualid and reliable tool for measuringoccupational stress.
Copyrigbt A 2001 lohn Wiley dr Sons,Ltd.
judge eachitem from the questionnaireas followsr high blood lipids, and ckonic liver disease)as
(1)the relevanceto the dimensionof stressthat independentvariableswereenteredat step1, while
it was proposedto measure;(2) the impact of the the scoreof the OSS as an independentvariable
stressitem on workers;and (3)whetherthe ques- was enteredat step2.
tions could be easilyunderstoodby the workers.
They werealso askedto commenton whether these ReI ia b i Iity assess
me nt
itcms were suitable for their company's situation
To evaluate the internal consistency,Cronbach's
and had coveredall stressors experienced by them,
alphasfor the total scaleand the subscalesidentified
and whether any stressorshad not been included.
Revisionsweremadeaccordingto their comments. by factor analysiswerecalculated,and the split-half
reliabiliry test for total scalewas conducted.32
The finalizedversion of the OccuoationalStress
All the statistical analysiswas performed using
SealetOS5rhad 5 | items.and coveiedthe follow-
ing six domains (factorsintrinsic to the iob, career SPSSPC version9.0 (Windows).j6All comparisons
were madeat a significance levelof 0.05.
and achievement,relationshipwith othersat work,
safery,managerialrole, and the interface berween
job and socialand family life).Subjectswereasked
'Are the following itemsyour sourceof stress?',and Results
a 6-point Likert type scalewas usedfor each item, Demographictraitsof subjects
ranging from I (indicating no stress)to 5 (indicat-
ing high stress).(1 : Very definitelyis not a source, A total of 561 (96.6%) workers completedthe
2 : Definitelyis not a source,3: Generallyis not questionnaire.Their socio-demographictraits are
a source,4 : Generallyis a source,5 : Definitely shown in Table L
is a source, 5 : Very definitely is a source).The
subjectswereaskedto choosethe mostsuitableone Validity assessmentof the OSS
out of the six choices.
Construct validity. The resultsof the principal
component analysiswith varimax rotation are
Validity assessment
shown in the Table II. Nine factors (with an
In our study, the {ace validity of the OSS was eigenvalueof >1) were obtained from the OSS
assessedon the basis of the literature review and with 51 items,which explained52.5 per centof the
the eight doctors' commentsas mentionedearlier. variance.Except for three items, the factor loading
Data on the 51 itemsfor measuringoccupational of all othersretainedin eachof the nine factorswas
stressorsrelatedto off-shorework of the 551 cases higherthan 0.40.
were subjected to principal component analysis After rotation, each item loaded strongly onto
followedby a varimaxrotationto aid theevaluation only one facror with three exceptions,sugBesting
of the constructvalidity of the instrument.33'34 that the nine constructswere relativelydistinct. The
A score for each subject on each factor was item 'working in an all-male environment' loaded
calculated by summing the original value of the onto factor 1 and 9 with factor loadingsof 0.515
'monotonous
items loading under each factor. Associations and 0.451, respectively.The item
betweeneachfactor identifiedby the factor analysis and full off-shore living working environment'
and occupational groups of type of work were loaded mostly onto factor 1 with a factor loading
examined using analysis of variance (ANOVA) of 0.508, but also onto factor 3 with a factor
and analysisof covariance(ANCOVA) controlling loading of 0.401. The item 'disturbancein living
for potential confounding factors, to test the accommodation due to noise from machinery'
differencesfor the score on each factor to aid loaded onto two factors at the same time, with
assessment of the discriminant validity of the a factor loading oI 0.51,7for factor 5, and 0.508
scale. The predictive validity of the OSS was for factor 5.
assessedby testing the relationship between the Items loading onto each of the nine factors
mental health of the subjects(as measuredby respectivelyrepresentedits own coherentpsychoso-
the GHQ-12) and the score of the OSS. Using cial stressorsrelatedwith off-shoreoil work, except
an hierarchicalmultiple regressionanalysis,s5 the for item 9 in factor 3 and item 7 in factor 4. Based
scoreof the GHQ as the dependentvariable,and on the meaning of the items in each factor, nine
socio-demographicvariables and chronic illness 'domains' were identified. Factor 1 (nine items)
(bronchitis,hypertension,diabetes,gastritis, ulcer, was named as 'the interface between iob and
family/social life', factor 2 (sevenitems) as 'career score of the OSS was significantly and positively
and achievement',factor 3 (nine items) as 'safety', associatedwith the poor mental health of the off-
factor 4 (seven items) as 'management problem shoreworkers. The model explained 21..6per cent
and relationship with others at work', and fac- of the variancesof the mental health.The adiusted
tor 5 {threeitems)as 'physicalenvironmentof the R2rosefrom 0.053at step1 to 0.215at step2. This
workplace'-Factors6, 7,8 and9 were termedas impliedthat thescoreofthe OSSexplained15.3 per
'living
environment' (five items), 'managerialrole' c e a t ( 0 . 2 7 5- 0 . 0 5 3 : 0 . 1 5 3 ) o { t h e v a r i a n c eo f
(four items),'ergonomics'(threeitems),and'orga- the mental health of the workers, or 75.5 per cent
nizational structure' (four items),respecrively. 10.163 /0.216 : 75.5 per cent) of the varianceof
the modeI (Table IV).
Discriminant validity. Significantdifferencesin
the scoresof tbe fiue subscalesof the OSS were Reliability assessmentof the OSS
observed among the workers with different job Table V shows the internal consistencyof each
titles, when analysedby ANOVA. Thesewere 'rhe subscale and the total scale. The Cronbach's
interface between job and family/social life' (fac- alpha coefficientsfor the nine subscaleswere high,
tor 1), 'safety' (factor 3), 'physical environment ranging from 0.72 to 0.97; and the Cronbach's
of the workplace' (factor 5), 'ergonomics' (fac- alpha coefficientsfor the OSSwas 0.97. The split-
tor 8), and 'organizational structure' (factor 9). half reliability test for the OSS indicated that
After adjusting for age, educationallevel, marital the correlation betwecn the two patts was 0.87.
status,and total number of yearsof working on the The unequal-lengthSpearman-Brownwas 0.93
platforms, we still detectedsignificant differences (26 itemsin pan 1, 25 itemsin part 2). The alpha
with the analysisof covariance(TableIII). coefficientfor both parts 1 and 2 was 0.94.
Copyright @ 2001 John Viley & Sons,Ltd. and Hechh 17:175-183 \2001]'
Stress
\7-Q. Chen,T-'W.Wong andT-S.Yu
T a6leIl. (Continuedl.
Item descriprionrErgenvelues.
varianceproporrion) Facror
loading
Factor8: Ergonomics(1.15,2.25%)
1. I ohen run fasr in work 0.694
2. I am often required to work for long periods with my body in physically awkward positions 0.647
3. I otten move or lift heavy objects in work 0.642
Factor9: Organizationalstructure\1.11,2,17%)
1. Rotation of 28 days working off-shore and 28 days resting on-shore 0.6-19
2. Vorking 74 days onloff - alternariveweeksof days and nights during off shore 0.4s6
3. Lack of paid holidays 0 . 39 1
4. Feelingbeing deprivedof freedom,due to too many reguladonsand disciplinesduring 0.384
working off-shore
*Loaded on factor 9 with factor loadingof 0.451 at the sametime; rloadedon factor 3 with factor loadingof 0.401at the
samerime;
'loaded on factor 5 wilh factor loading of 0.508 at the samedme.
Table III. Association of the factors with different lob title groups.
Occupational Factor 1 Factor 2 Facror 3 Factor 4 Facror 5 Factor 5 Factor 7 Factor 8 Factor 9
group
Drilling 28.51 22.26 28.87 17.94 10.92 13.47 9.47 7.94 10.59
workers
Attending 29.72 22.37 31.23 1,6.82 11.30 12.70 8.65 7.75 12.28
personnel
Deck workers 24.45 20.75 26.42 16.38 10.33 1r.95 8.75 7.78 8.98
Electricians 34.29 24.37 32.s6 17.76 1t.46 13.83 9.71 7.78 11.8
Mechanician 29.63 23.'1,9 30.22 75.69 10.78 t2.03 8.06 8.66 9.03
Service 20.83 18.66 23.28 14.10 8.03 77.24 7.83 6.45 7.31
workers
Manager 1,9.02 30.95 76.46 1r.59 "10.7"1
30.44 10.22 10.32 6.85
Material 27.95 1,9.77 25.55 1.7.36 7.32 12.23 8.58 5.05 1,0.23
worKers
Power workers 27.62 1,9.52 30.14 14.67 11.00 1,2.t4 7.90 5.95 10.33
Derrick 30.18 27.45 29.1,8 20.41 1,2.36 14.s9 9.18 8.14 1,1.23
workers
Turbine 29.65 20.88 30.35 1.7.35 13.76 14.53 8.88 5.88 10.71
workers
Other 29.19 21,.32 29.7"1 1,7.47 9.94 t2.47 8.87 7.56 10.76
ANOVA: F 3.723 t.676 2.32s 1.729 4.592 1.434 1.485 2.058 3.381
value
P value 0.000 0.07s 0.009 0.064 0.000 0.153 0.133 0.022 0.000
ANCOVAT F 2.274 1,.468 1.827 1.598 4.492 1,.272 1.083 2.074 2.554
value
P value 0.013 0.140 0.047 0.095 0.000 0.275 0.373 0.021 0.004
Factor I, the interfac€ between job and family/social life; factor 2,carcer and achievement; factor 3, safetyi factor 4, managemetrt
problems and relationshipwith others at work; factor 5, physical environmentof the workplace; factor 6, living environment;
lactor 7, managerialrole; factor 8, ergoDomics;factor 9, organizationalstructure.
Ilighest valuesin italic and bold, lowest value in bold.
was no selection bias in our sarnple becausethe has good construct validity being in accordance
work schedule was applicable to all workers. with occupational stress theory, and can detect
Our findings indicate that the occupational stress different sourcesand levelsof stressamongstgroup
scale (OSS) for Chineseoff-shore oil installation of workers with different iob titles. An association
workers has satisfactoryvalidity and reliability. It between the score of the instrument and the
mental health of the workers was observed.The in the UK, using a similar questionnaire,which
measurementhas satisfactoryinternal consistency identified sevenand eight factors respectively.lslT
and reliability,with Cronbach'salpha coefficient Basedon the questionnairesusedin the two studies,
greater than 0,90 for the total scale and greater we developedthe OSS for the presentstudy, and
than 0.70 (rangingfrom 0.72 to 0.91,)for the nine nine factors were identified.Comparing our results
subscales. All of them met the criterionof an alpha with those in the two studies,we found that the
valueof 0.70 or grearer.32 subscalesof 'safety', 'interface between job and
Ideally, specialistsin occupational psycbology family', and 'living environmenr',werecommonin
sbould be engagedin assessingthe content ualidity 'career and
all three studies. Subscalesrelated to
of the questionnaire. Owing to practical con- reward/achievement' and'relationships at work'
straints, u'e had to base our assessmenton a were identified in our study, as was the former
literat4re reuiew and comments frotn a panel of in the second study, and the latter in the first
eight doctors with considerableu)ork experience study of Cooper and Sutherland. Most of the
on tbe platforms. All of them had good medical items which loaded onto'factors intrinsic to the
backgroundsand understoodthe researchtopic. job' in Cooper and Sutherland'sfirst study, were
Cooper and Sutherlandreponed two studieson separatelyloadedonto 'physicalenvironmentof the
occupational stress in the off-shore oil industry workplace' and 'organizational structure' in this
study. Generallyspeaking,the constructvalidity of one study,lT and with stressfrom 'the home/work
the presentstudywas favourablecomparedto the interface' and 'safety and insecurity off-shore' in
previousstudies.62.5 per centof the total variance anotherstudy.2o
couid be explainedby the factorsidentifiedin our Of the 581 off-shoreoil workers interviewed,
study, higher than those reported in Cooper and 551 completelyansweredall the items in the
Sutherland'sfirst and secondstudy {at 45.1 and questionnairein about 30 min, The responserate
49.4 per cent.respectivel:-).Also, the factors in the was high, implying that the OSS is a practical
presentstudyhad a much clearerand more precise and_usefulinstrument among Chineseoff-shoreoil
l a r e n ri m p l i c a r i o na l l o w i n ge a s i e ri n t e r p r e t a t i o n . wotKeIs.
Specifically,the contents described by tbe items Three limitations were noted in the evaluationof
loadingonto eachfactor in this studywere highly the validity and reliabiliry of the OSS.Firstly, the
coherent,except for item 9 in factor 3 and item 7 test was not repeated.Consequently,the stability
in factor 4. of the OSS could not be assessed. Secondly,
Sparks'studyindicatedthat work stressors per- the evaluationof the predicive validity of the
ceivedby workers in differenroccupationswere OSS for mental health did not use a follow-
different.3TThis was confirmed in our study. We up approach.arInstead, based on the results
found that off-shore oil worker with different of previous studies showing that occupational
job titles perceived different levels of occupa-
stress could result in mental ill-health among
tional stress.Among the nine subscalesof the w o r k e r s , t : t 8w e e x a m i n e dt h e a s s o c i a r i oonf t h e
OSS,significant differencesin the mean scoresof stresslevel of off-shore workers measuredby the
'the interface
between job and farnily/social life', OSSand their mental ill-health measuredby GHQ
'safety','physicalenvironment
of the workplace', to assessthe predictive validity. We could not
'ergonomics'and'organizadonal
structure'across infer a causalrelationshipbetweenthem, but could
12 job title groups were revealed by ANOVA only indirectly evaluatethe predictive validity of
and ANCOVA. These were most likely ro be the OSS. A prospective design would be more
associatedwith differencesin their micro work appropriate in assessingthe predictive validity
environment and job demands,eyen though they of the scale. Lastly, three items namely, items 8
worked on the sameplatforms. No significantdif- and 9 in factor 1 and item 5 in factor 5, were
ferencesin the mean scores were found for the not satisfactorily separatedby factor analysis as
remainingsubscales(careerand achievement,rela-
they were simultaneously loaded onto the two
t i o n s h i pw i t h o t h e r sa t w o r k ,l i v i n gi n e n v i r o n m e n r
factors. Also, the meaning of the rwo items
and managerialrole) acrossthe 12 work groups. (item 9 in factor 3 and item 7 in factor 4) were
Thesestressorswere common for all off-shore oil
incongruous with the domain onto which they
workers. In theory, the stressorsresulting from
'interface were loaded (Table II). These findings suggested
betweenjob and family life' ought to
that revision of these items should be made to
be similar for all workers working on the plat-
improvethe OSS.
forms, but a significant difference in the mean
In conclusion.the OSShad a clear and mean-
scoreswas observed.The reasonfor this difference
ingful structure in accordancewith occupational
was unclear, but might be related to the differ-
stresstheory.The discriminantand predictivevalid-
ences in the nature of their iob or background,
ity were satisfactory,and a reliability analysisof
or both.
the OSS showed high internal consistency.The
Some studies have indicated that occuoational
OSS can thercforebe used as an instrumentto
stresscould predicr mental health.J8a0 Thir *as
measureoccuPationalstressorsassociatedwith off-
confirmed in our study. Significantlypositive asso-
shoreoil installationwork amongChineseoff-shore
ciatioqsbetweenmental health and oerceivedstress
from off-shoreoil work were found usins hier- oil workers.
archicalmultiple regression, and the scoreof the
OSSexplained15.3 per cent (0.215-0.053)of the
varianceof the GHQ scoreof the subjectsinvesti- A(knowledgements
gated.Similar resultswere also reportedin Cooper
and Sutherland'stwo studies,which indicatedthat The authors expresstheir deep thanks to their co-
workersat the Worker'sHospitalof the]iTestCom-
the mental health of off-shore workers was asso- pany of South Seaof ChineseOff-shoreOil Com-
ciated with perceivedstressfrom 'relationshipsat pany,Drs Yan-ZhuLin, Zhi-Ming Ling andJing-Song
work and at home' and 'living environment' in I ang.
Copyright @ 2001 John Wiley & Sons,Ltd. and Health 17:175-183 (2001)
Stress