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To cite this article: Rosa Andias, Joana Monteiro, Beatriz Santos & Anabela G. Silva (2019):
European Portuguese version of the functional disability inventory: translation and cultural
adaptation, validity, and reliability in adolescents with chronic spinal pain, Disability and
Rehabilitation, DOI: 10.1080/09638288.2019.1672110
Article views: 11
ORIGINAL ARTICLE
CONTACT Rosa Andias rosaandias@ua.pt School of Health Sciences, University of Aveiro, Campus Universitario de Santiago, Aveiro 3810-193, Portugal
ß 2019 Informa UK Limited, trading as Taylor & Francis Group
2 R. ANDIAS ET AL.
There are several instruments that can be used to assess func- the Portuguese European version and the back-translation were
tional disability in adolescents with chronic pain [5]. One of the sent to the author of the original version for comment. After
most widely used is the Functional Disability Inventory (FDI) [8], reaching an agreement on the pre-final version, it was tested in a
which in its original version has good psychometric properties [9] small sample of 10 Portuguese adolescents, five girls and five
and is recommended by the Pediatric Initiative on Methods, boys, from the 10th grade (mean age of 15 years) with chronic
Measurement, and Pain Assessment in Clinical Trials [5]. It was ori- pain to assess clarity, comprehensibility and acceptability of the
ginally developed to assess disability in children and adolescents European Portuguese version of the FDI. This pre-testing was
with chronic abdominal pain [9], but has been used to assess performed by a physiotherapist with a Master’s degree in
health-related activity limitations reported by children and adoles- Musculoskeletal Physiotherapy.
cents between 8 and 17 years old in both community and several
clinical populations [10]. The questionnaire consists of 15 items
Validity and reliability of the European Portuguese FDI
assessing the individual perception on the limitations in daily life
activities for the past 2 weeks, which are measured in a five-point Procedures
Likert scale. Total score ranges from 0 to 60 points and higher For this part of the study the ethical approval was obtained from
scores indicate greater disability [11]. The original version of the the Ethics and Deontology Council of the University of Aveiro.
FDI showed high test–retest reliability (r ¼ 0.74) and excellent The final version of the European Portuguese FDI was applied in
internal consistency (a ¼ 0.86 to 0.91) in 596 children (mean age four high schools, in Portugal, where all adolescents who
of 11.59 ± 2.45 years) with chronic abdominal pain [9]. Further attended the 10th, 11th, and 12th grades were invited to partici-
studies reported positive correlations between FDI and pain inten- pate. Both adolescents and legal guardians gave their written
sity [12], catastrophizing [12], depression [13] anxiety [14], fear of informed consent before adolescents could enter the study if they
movement [15] and sleep problems [16]. An exploratory factor were 17-years old or younger. For those aged 18-years old, only
analysis yielded a two-factor solution in a sample of 1300 children the adolescent’s written consent was required.
and adolescents (mean age of 14.20 ± 2.40 years) with chronic Adolescents were asked to complete an online questionnaire
pain [10]. Although the FDI has demonstrated good psychometric containing sociodemographic information and the following
characteristics in several chronic painful syndromes [17–20], it has instruments (in addition to the FDI): Nordic Musculoskeletal
not been validated for European Portuguese language and culture Questionnaire, Numeric Pain Rating Scale, Pain Catastrophizing
neither for adolescents with chronic neck pain (NP) or low back Scale (PCS), Depression, Anxiety and Stress Scale for Children
pain (LBP). Therefore, this study aimed to translate and adapt the (DASS-C), Tampa Scale of Kinesiophobia (TSK) and the Basic Scale
FDI to European Portuguese language and culture and assess the on Insomnia complaints and Quality of Sleep (BaSIQS).
validity, reliability, and measurement error of this version in ado- Adolescents with pathology of the nervous system were excluded.
lescents with chronic musculoskeletal pain and in a subgroup of The FDI was completed twice in a subsample of 63 adolescents
adolescents with chronic NP and LBP as the main musculoskel- with at least one painful body site to assess the reliability and
etal complaint. standard error of measurement. According to the Consensus-
based Standards for the Selection of Health Measurement
Instruments guidelines [23], a minimum sample size of 50 partici-
Methods
pants is needed for reliability studies.
This study was divided in two phases: (i) the translation and
cross-cultural adaptation of the FDI into European Portuguese and Instruments
(ii) the validity and reliability study to determine the psychometric Nordic musculoskeletal questionnaire. Adolescents completed the
characteristics of the European Portuguese version of the FDI. Portuguese version of the Nordic Musculoskeletal Questionnaire
[24]. It consists of three questions (“Had some troubles or pain in
the last 12 months?”, “In the last 12 months felt some limitation
Cross-cultural adaptation process
caused by work in the daily activities?”, “Had some troubles or
The translation and cross-cultural adaptation of the FDI into pain in the last 7 days?”) applied to nine anatomic regions, specif-
European Portuguese was conducted in line with the World ically, neck, shoulders, wrists/hands, thoracic region, lumbar
Health Organization [21] and Sousa and Rojjanasrirat [22] recom- region, hips/thighs, knees and ankles/feet. A total of 27 questions
mendations. Permission to translate the FDI was obtained from could be marked as “Yes” or “No” [24]. In our study, we used the
the authors via email. After that, the original version of FDI was 3 months and the 7 days recall periods.
independently translated from English to European Portuguese by
two native European Portuguese physiotherapists, who were flu- Numeric pain rating scale. Adolescents were asked about pain
ent in English. These two versions were merged into one version, intensity “now” for each painful body site where pain in the last 3
resulting from a reconciliation process. This process was per- months and 7 days was reported using a numeric pain scale rang-
formed by a third bilingual physiotherapist who holds a Doctoral ing from 0 (no pain) to 10 (worst imaginable pain). A recent sys-
degree and is also a University lecturer together with the original tematic review reported high levels of test–retest reliability [limits
translators. The two versions of the FDI were compared against of agreement of 0.9 and 1.2], and moderate correlations with the
each other and against the original version and discrepancies FDI (r ¼ 0.35 to 0.43) [25].
were discussed until consensus was reached. This version was
back translated to English by two independent bilingual transla- Pain catastrophizing scale (PCS). The PCS consists of 13 items
tors with no knowledge of the original version of the FDI (a med- that describe different thoughts and feelings that may be associ-
ical imaging researcher leaving in the UK and a University English ated with pain. Each item can be classified in a scale of five
lecturer), and the back translated version was compared against points, ranging from 0 ¼ “never” to 4 ¼ “always”. Total score
the original. In the translation process, emphasis was on concep- ranges from 0 to 52 points and higher scores indicate higher lev-
tual and cultural equivalence and not linguistic equivalence. Both els of catastrophizing [26]. The European Portuguese version
EUROPEAN PORTUGUESE VERSION OF THE FDI 3
showed construct validity and high internal consistency (cron- Excellent reliability was considered when the ICC >0.90, good
bach’s alpha – a ¼ 0.91) [27]. It has already been used in children reliability when 0.75< ICC 0.90, moderate reliability when 0.50
and adolescents [28]. ICC 0.75 and poor reliability when ICC <0.50 [36]. The SEM and
SDC were calculated using the formula SEM ¼ sd 冑1-ICC and
Depression, anxiety, and stress scale for children (DASS-C). The SDC¼ 1.96 冑2 X SEM, where sd is the standard deviation of the
DASS-C is a self-report instrument composed of 21 items distrib- sample [35].
uted in three subscales: (i) depression, (ii) anxiety, and (iii) stress Construct validity was assessed with an exploratory factor ana-
[29,30]. Each item is classified in a scale of four points, ranging lysis, using a principal axis factor analysis, and hypothesis testing.
from 0 ¼ “Did not apply to me at all” and 3 ¼ “Applied to me Exploratory factor analysis was performed in line with Kashikar-
very much, or most of the time”. Total score ranges from 0 to 21 Zuck et al. [10] who also assessed the validity of the FDI. This
points for each subscale, and higher scores indicate more nega- method was chosen since there is no previous version of this
tive affective conditions [29,30]. The DASS-C European Portuguese instrument in European Portuguese language and therefore its
version was developed by Pais-Ribeiro et al. [29] and its adapta- structural validity has not been tested [37]. Preliminary analysis
tion for children and adolescents was performed by Leal was conducted to ensure that all requirements, and factorability
et al. [30]. criteria were met (inter-item correlation, Kaiser-meyer-olkin meas-
urement of sampling adequacy, and Bartlett’s test of sphericity).
Tampa scale of kinesiophobia (TSK). The TSK consists of 13 items The FDI items were allocated into a principal axis factor analysis
to assess fear of movement and the degree of comfort, security with an oblique rotation. In line with previous publications where
and preparation for movement. Each item can be classified in a two factors were found [10,38], a two-factor model was forced in
scale of four points, ranging from 1 ¼ “strongly disagree” and 4 the analysis. Items were accepted within a factor if they had a pri-
¼ “strong agree”. Total score ranges from 13 to 52 points and mary factor loading of 0.40 and a secondary factor loading of
higher scores indicate increased levels of fear of movement [31]. 0.30. Items that did not clearly load on 1 factor were called
TSK Portuguese version showed good internal consistency complex items and a sequential exploratory factor analysis was
(a ¼ 0.82), and excellent test–retest reliability (Internal Correlation used to remove these items one at a time to assess if the model
Coefficient – ICC ¼ 0.99) [31]. could be improved [10].
Hypothesis for construct validity were developed based on
Basic scale on insomnia complaints and quality of sleep (BaSIQS). existing evidence, assessed using a Spearman’s correlation coeffi-
The BaSIQS was developed from the Sleep–Wake Questionnaire cient (rs) and the strength of the correlation was interpreted as lit-
by Allen Gomes et al. [32]. Its consists of seven items that assess tle or no correlation (<0.25), fair (0.25–0.50), moderate to good
the difficulties in starting and maintaining sleep, and quality and (0.50–0.75) and good to excellent (0.75–1) [39]. It was hypothe-
depth of sleep during the last month and considering a normal sized that: (i) pain intensity [12,40], catastrophizing (PCS) [12,41],
week of classes. Total score ranges from 0 to 28 points and higher anxiety [14,40,41], stress (subscale DASS-C), and fear of movement
scores are associated with poor quality of sleep. Reliability and (TSK) [15], would show a positive and fair correlation with FDI
validity were tested in 1654 Portuguese adolescents and accept- scores; (ii) sleep (BaSIQS) [16], depression (subscale DASS-C) as
able internal consistency (a > 0.70) and good test–retest reliability well as the total score of the DASS-C [13,14] would show a posi-
was reported (ICC 0.80) [32]. tive and moderate to good correlation with FDI scores. In add-
ition, it was hypothesized that the European Portuguese version
of the FDI would be able to discriminate between adolescents
Data analysis with and without pain (discriminant validity), what was assessed
In line with the recommendations of the Consensus-based using a Mann-Whitney U test. Significance was set at alpha
Standards for the Selection of Health Measurement Instruments ¼ 0.05.
guidelines [23] the following was assessed for the European
Portuguese version of the FDI: reliability (test–retest reliability and Results
internal consistency), measurement error (standard error of meas-
urement – SEM and smallest detectable change – SDC) and con- Sample characteristics
struct validity (structural validity and hypothesis testing to assess A total of 1730 adolescents entered the study, of whom 1435
both convergent and divergent validity). Validity was assessed (82.9%) reported at least one painful body site. Adolescents with
separately for adolescents who reported at least 1 painful body pain reported a mean (±sd) of 3.03 (±1.67) painful body sites
site and those who reported NP and LBP as their chief complaint. (range 1–9) and a mean(±sd) FDI score of 5.36 (±6.16).
Statistical analyses were conducted using the Statistical Among those with pain, 123 (8.6%) reported that NP was their
Package for the Social Sciences (SPSS) version 25. Descriptive sta- chief complaint and 230 (16.0%) reported LBP as their chief com-
tistics (mean/median, standard deviation/interquartile range, per- plaint. In the group of adolescents with NP and LBP, the
centage) were used to characterize the sample. mean(±sd) of painful body sites was 3.63 (±1.53) and 3.59 (±1.44),
Cronbach’s alpha and item-total correlations were used to respectively; mean(±sd) pain intensity was 4.20 (±2.27) and 4.99
examine the internal consistency of the FDI [33]. Values between (±2.36), respectively, and mean(±sd) FDI score was 5.75 (±5.85)
0.60 and 0.70 were considered acceptable and between 0.80 and and 7.47 (±7.35), respectively. A detailed characterization of the
0.95 were considered very good [34,35]. Test–retest reliability was sample is presented in Table 1.
assessed by means of an ICC (3,1) [36], with an interval of 4 weeks
between assessments. For this, a subsample of 63 adolescents
Cross-cultural validation
was randomly selected by class. Inside an opaque envelope, 35
papers were placed identifying each class of the last school After the pre-testing of the final European Portuguese version of
assessed. Sequentially and randomly, the papers were removed the FDI, no changes were suggested. The European Portuguese
until the required sample was reached. FDI was considered clear, with a comprehensive and appropriate
4 R. ANDIAS ET AL.
language for application in Portuguese adolescents with p ¼ 0.36). ICC was 0.86 (95% CI: 0.77; 0.92) indicating good reliabil-
chronic pain. ity. SEM and SDC were 2.50 and 6.93, respectively, considering
the total score of 60 points.
Reliability
Internal consistency Validity
Cronbach’s alpha was calculated both with data from the whole Hypotheses testing
sample and with data from the subsample used for test–retest The scores of the European Portuguese FDI showed positive and
reliability. The European Portuguese version of the FDI showed
fair to moderate correlations with pain intensity, catastrophizing,
very good internal consistency in the group with at least one
depression, anxiety and stress, fear of movement and sleep
painful body site (a ¼ 0.84), in the subgroup with NP (a ¼ 0.81)
impairments (Table 3) in both the group with at least one painful
and LBP (a ¼ 0.87) and in the subsample used for test–retest reli-
body site and the subgroup with NP as the chief complaint. In
ability (moment 1: a ¼ 0.82 and moment 2: a ¼ 0.88). Cronbach’s
the subgroup of adolescents with LBP as their chief complaint
alpha for each FDI item, in both moments, was also performed
correlations were fair.
and is shown in Table 2.
Table 3. Correlations between FDI and intensity of pain, catastrophizing, 14 (combined R2 ¼ 36.2%), 5 (combined R2 ¼ 37.2%), and 15
depression, anxiety, stress, fear of movement and sleep for the groups with at (combined R2 ¼ 37.1%) (Table 4). Therefore, these items were
least 1 painful body site, neck and low back pain. kept in the model.
Functional disability
(high scores ¼ higher levels of disability) Group with NP
At least 1 As in the group of adolescents with at least 1 painful body site,
painful body NP LBP the distribution patterns were clear in the items 2, 3, 4, 9, 12, 13
Scales site (n ¼ 1435) (n ¼ 123) (n ¼ 230) (factor 1) and 7, 8, 10 and 11 (factor 2), but not in the items 1, 5,
1. Pain intensity – 0.33 0.43 6, 14 and 15 (complex items). It was considered that the strength
2. PCS 0.41 0.44 0.44
3. DASS-C 0.53 0.56 0.48
of the model did not change considerably after removing items 1
4. Depression (subscale score DASS-C) 0.46 0.56 0.40 (combined R2 ¼ 36.9%), 5 (combined R2 ¼ 36.9%), 6 (combined
5. Anxiety (subscale score DASS-C) 0.51 0.52 0.48 R2 ¼ 36.0%), 14 (combined R2 ¼ 35.8%) and 15 (combined R2 ¼
6. Stress (subscale score DASS-C) 0.48 0.50 0.44 36.5%) (Table 4). Thus, these items were kept in the initial model.
7. TSK 0.42 0.39 0.32
8. BaSIQS 0.34 0.35 0.38
Group with LBP
NP: neck pain; LBP: low back pain; PCS: pain catastrophizing scale; DASS-C:
depression, anxiety and stress scale for children; TSK: Tampa scale of kinesiopho- In this group the distribution pattern was clear for all items with
bia; BaSIQS: basic scale on insomnia complaints and quality of sleep a primary factor loading 0.40 and a secondary factor loading
Correlation is significant at the 0.01 level (two-tailed).
0.30. Items 1, 2, 3, 4, 5, 9, 12, 13 and 14 loaded in factor 1 and
items 6, 7, 8, 10, 11 and 15 loaded on factor 2 (see Table 4).
and low back (16%) chronic pain as main complaint found in the
0.08
0.66
0.40
0.55
0.16
0.68
0.33
0.69
0.96
0.47
0.24
0.30
0.83
0.27
0.83
present study are similar or lower than that reported in previous
studies [3,6]. Hoftun et al. [6], reported a prevalence of 14.3% for
NP and of 10.9% for LBP in the age group of 13- to 15-years old
and of 20.9 and 17.5%, respectively, in the age group of 16- to
Factor 2
E ¼ 1.35
0.05
0.09
0.07
0.17
0.04
0.09
0.63
0.41
0.12
0.73
0.86
0.18
0.18
0.26
0.18
18-years old. The fact that we included in these groups only those
adolescents who reported NP and LBP as main complaints may
explain the slightly lower prevalence values found in the pre-
sent study.
NP (n ¼ 123)
Factor 1
E ¼ 3.85
0.19
0.60
0.61
0.44
0.34
0.37
0.01
0.30
0.65
0.09
0.14
0.66
0.88
0.26
0.19
0.003
0.05
0.07
0.30
0.31
0.43
0.42
0.53
0.02
0.69
0.62
0.07
0.04
0.31
0.35
Catalan version of the FDI (a ¼ 0.89) [43]. The values of SEM and
SDC found in the present study were 2.50 and 6.93, respectively.
At least 1 painful body site (n ¼ 1435)
Validity
The results for convergent validity confirmed the a priori hypoth-
esis of the positive and significant correlation between the FDI
and catastrophizing, depression, anxiety, stress, fear of movement
and sleep impairments, in the three groups assessed. Our results
(0.33)
(0.82)
(0.73)
(0.70)
(0.44)
(0.91)
(0.54)
(0.84)
(0.99)
(0.62)
(0.47)
(0.63)
(1.03)
(0.49)
(0.99)
Mean (sd)
two factors was 35.9% (group with at least 1 painful body site),
11. Watching TV.
34.7% (group with NP) and 42.6% (group with LBP), which is
FDI item (0–4)
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