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Research in Nursing & Health, 1996, 19, 207-290

Sense of Coherence as a
Predictor of Quality of Life
in Persons With Coronary
Heart Disease Surviving
Cardiac Arrest
Sandra Underhill Motzer and Barbara J. Stewart

The unique contribution of sense of coherence to explained variance in quality of life was studied
in 149 persons with coronary heart disease who survived cardiac arrest. Using hierarchical
multiple regression, 16 predictors, including 5 social status variables related to poor health
vulnerability, perceived social support, self-esteem, and 9 variables reflecting instability and
work of the chronic illness trajectory, accounted for 50% of variance in quality of life. The
addition of sense of coherence resulted in a 15% increment to the explained variance (total R* =
.64). As a strong independent predictor of quality of life, sense of coherence has promise as a
variable that might be strengthenedby nursing interventionsand merits continued study. o 1996
John Wiley & Sons, Inc.

Quality of life is a concept of increasing inter- Americans and is the leading cause of death for
est in studies of health and wellness in persons both men and women (American Heart Associa-
with a chronic illness (Agency for Health Care tion, 1991). It is characterized by episodes of
Policy and Research [AHCPR], 1990; Stewart, acute exacerbation, such as a cardiac arrest. The
1992). In previous studies of persons with a synonymous terms cardiac arrest and sudden
physical chronic illness, less than 50% of the cardiac death are defined as cessation of heart
variance in quality of life has been explained by beat occurring within 1 hr of symptom onset and,
such predictors as severity of illness, social sup- as suggested by the medical history, without any
port, and self-esteem (Burckhardt, 1985; Win- other probable cause (Cupples, Gagnon, & Kan-
gate, 1992).The specific aim of this study was to nel, 1992). Underlying, advanced coronary heart
test whether Antonovsky’s (1979, 1987) sense of disease is reported in up to 75% of cardiac arrest
coherence construct explained additional vari- victims (Main, 1995). Annually, of the 300,000
ance in quality of life in persons with chronic to 400,000 Americans who have an episode of
coronary heart disease who had survived a cardi- out-of-hospital cardiac arrest related to coronary
ac arrest. heart disease (Cupples et al., 1992; Hurwitz &
Coronary heart disease affects over 6 million Josephson, 1992; Myerberg, Kessler, & Cast-

Sandra Underhill Motzer, PhD, RN, is a senior fellow, Department of Biobehavioral Nursing
and Health Systems, University of Washington. Barbara J. Stewart, PhD, is a professor, School
of Nursing, Oregon Health Sciences University.
The project was supported by a Professional Nurse Traineeship and an NRSA predoctoral
fellowship from NINR, NIH.
The authors acknowledge Patricia G. Archbold, Christine A. Tanner, and Carol S. Burkhardt,
Oregon Health Sciences University School of Nursing for their guidance, and the late Aaron
Antonovsky for his encouragement.
This article was received on January 21, 1994, revised, and accepted for publication on
February 5, 1996.
Requests for reprints can be addressed to Dr. Motzer, School of Nursing, University of Wash-
ington, Seattle, WA 98195-7262.

0 1996 John Wiley & Sons. Inc. CCC 0160-6891/96/040287-12 287


288 RESEARCH IN NURSING & HEALTH

ellanos, 1992), only 25% to 30% survive (Myer- ness willingly would take the challenge, deter-
berg et al., 1992). These survivors become part mined to seek meaning in it, and would do the
of a highly vulnerable group; 40% can expect best to overcome it with dignity. Based on inter-
another cardiac arrest within the next 2 years views with 51 Jewish persons living in Israel,
(Hurwitz & Josephson, 1992). Antonovsky quantified this construct as the 29-
Clinical observations indicate that some sur- item Sense of Coherence Questionnaire. Al-
vivors with underlying coronary heart disease en- though Antonovsky believed that the sense of co-
joy life to the fullest extent possible and are gen- herence is crystallized around the age of 30
erally satisfied with their lives in spite of chronic years, he proposed that it can be changed in both
health problems associated with heart disease and temporary and permanent ways. The focus of our
the unpredictable threat of a recurrent cardiac ar- study was sense of coherence because it might
rest. Other survivors with underlying coronary ultimately be a variable amenable to change
heart disease, apparently with the same chronic through intervention.
illness demands and unpredictability of recur- The only study found in which sense of coher-
rence, appear to do less well and be less satisfied. ence was used as a predictor of life satisfaction
What accounts for the difference in life satisfac- was that of Sagy, Antonovsky, and Adler (1990),
tion? who studied 805 Israeli retirees. Sense of coher-
Antonovsky (1979, 1987), a medical sociolo- ence was strongly correlated with life satisfaction
gist, initially was intrigued by why some holo- ( r = .54, p < .001). Total explained variance in
caust survivors did well in their everyday lives the path model was 31% ( p < .001), with sense
while others, exposed to the same conditions, did of coherence having a direct effect on life satis-
poorly. He proposed the salutogenic theory faction (standardized path coefficient f3 = .49, p
(1987) to explain why persons remain healthy 4 .001).
during times of extremely stressful conditions. Coronary heart disease often requires major
He used a holistic conceptualization of health that lifestyle change in order to control symptoms and
encompassed physical, psychological, and social minimize disease progression. Corbin and Strauss
well-being. In contrast to the traditional medi- ( 1988) believed that there are extensive human
cally oriented approach that focuses on why per- costs involved in accommodating continuously to
sons get sick, the salutogenic theory asks why the demands of chronic illness and its manage-
people stay healthy. ment. Strauss and his colleagues (1984) coined
The key construct within the salutogenic theo- the term illness rrajecrory, “that refers not only to
ry is sense of coherence (Antonovsky, 1987), de- the physiological unfolding of a sick person’s dis-
fined as: “a global orientation that expresses the ease but also to the total organization of work
extent to which one has a pervasive, enduring done over that course, plus the impact on those
though dynamic feeling of confidence that ( I ) the involved with that work and its organization”
stimuli deriving from one’s internal and external (p. 64). Thus, their theory of chronic illness fo-
environments in the course of living are struc- cuses on commonly experienced illness demands
tured, predictable, and explicable; (2) the re- rather than disease-specific demands.
sources are available to one to meet the demands Corbin and Strauss (1988) viewed illness tra-
posed by these stimuli; and (3) these demands are jectory as the key concept within their theory of
challenges, worthy of investment and engage- chronic illness, with variability and phase as the
ment” (p. 19). Could a strong sense of coherence two components of a trajectory’s shape. There-
equip some persons who have survived a cardiac fore, trajectories can be either stable or acute,
arrest with the strength and endurance to main- unstable, or deteriorating (progressive disable-
tain or attain a high quality of life? ment or death). Additionally, periods of physical
Antonovsky (1987) believed that there are and emotional recovery, called comeback phases,
three domains within the sense of coherence con- might be involved. Cardiac arrest survivors are
struct: comprehensibility, manageability, and likely to be affected by the underlying chronicity
meaningfulness. A person with high comprehen- of the coronary heart disease process and its ram-
sibility would expect stimuli to be predictable, or ifications, by the acute event itself, and by the
at least orderable and explicable. Regardless of uncertainty of cardiac arrest recurrence. Thus,
the nature of the stimuli, sense could be made of the instability of their chronic illness trajectory is
them. A person with a high sense of man- reflected by: (a) presence of coronary heart dis-
ageability would not feel victimized or treated ease symptoms prior to first cardiac arrest; (b)
unfairly, and thus would be able to cope and not larger number of cardiac arrests; and (c) shorter
grieve endlessly. A person with high meaningful- time since last cardiac arrest. Maintenance of tra-
SENSE OF COHERENCE I MOTZER AND STEWART 289

jectory stability is a primary concern for cardiac diabetes mellitus, ostomy secondary to colon
arrest survivors, their families, and their health cancer or colitis, osteoarthritis, and rheumatoid
care providers. arthritis-Burckhardt and her colleagues ( 1989)
Corbin and Strauss (1988) posited that manag- found that all four groups used similar terms to
ing an illness and accommodating to its demands describe quality of life. Moreover, they found an
require considerable work on the part of the ill additional theme in all four groups that could not
person and his or her family. Work is necessary to be placed within the existing Flanagan (1982)
carry out a management plan focusing on multi- domains: independence, or being able to do for
ple aspects of illness and of personal and family oneself. Thus, Burckhardt and her colleagues
life. For cardiac arrest survivors, work-related recommended adding an independence-related
tasks might involve meeting demands from other domain to enhance the content validity of
chronic illnesses (e.g., chronic obstructive pul- Flanagan’s original scale for use in persons with
monary disease), carrying out complex medical chronic illness. That the domain of independence
regimens (i.e., antiarrhythmic drug therapy, cor- was important regardless of disease condition
onary artery bypass graft surgery, and/or car- supports the contention by Strauss and his col-
dioverter-defibrillator implantation), managing leagues (Corbin & Strauss, 1988; Strauss et al.,
physical and emotional discomfort, and manag- 1984) that many aspects of living with a chronic
ing functional limitations. Successful manage- illness are experienced across various conditions.
ment of these tasks should contribute to quality of Thus, the definition of quality of life used in this
life. study was satisfaction with: physical and material
There is little consensus about the definition of well-being; relations with other people; social,
quality of life. Some researchers advocate for a community, and civic activities; personal devel-
holistic definition (Burckhardt, Woods, Schultz, opment and fulfillment; recreation; and indepen-
& Ziebarth, 1989; Ferrans, 1990; Flanagan, dence (Burckhardt et al., 1989; Flanagan, 1982).
I982), whereas others believe that health-related Researchers have focused on explaining vari-
quality of life is appropriate in health care re- ance in quality of life in persons with chronic
search (e.g., CASS Principal Investigators and physical illness (Burckhardt, 1985; Wingate,
Their Associates, 1983; Schron & Shumaker, 1992) or have developed models of quality of life
1992). A holistic approach is important because in the chronically physically ill (Cowan, Graham,
chronic illness is multidimensional (Corbin & & Cochrane, 1992; Graham & Longman, 1987;
Strauss, 1988; Strauss et al., 1984), potentially Wingate, 1992) using a variety of instruments
affecting all aspects of life. Direct assessment of (Ferrans & Powers, 1985; Flanagan, 1982;
satisfaction with life is important because health Graham & Longman, 1987). Findings from these
care provider assessment most often is based on studies suggest that perceived social support,
symptoms or functional limitations alone, which self-esteem, variables reflecting instability of the
may not be congruent with patient perceptions chronic illness trajectory, and variables reflecting
(Mayou & Bryant, 1987). the work of the chronic illness trajectory are pre-
In his holistic approach to defining quality of dictors of quality of life.
life, Flanagan (1982) asked two critical-incident Our conceptualization and measurement of the
questions of 3,000 subjects (500 men and 500 outcome of quality of life in persons with a
women in each of three age groups: 30, 50, and chronic illness was influenced by Burckhardt’s
70 years old). On the basis of about 6,500 critical (1985) study of the impact of arthritis on life
incidents, 15 categories of critical incidents quality ( N = 94). Although Burckhardt’s original
emerged and could be placed within 5 domains: interest in quality of life focused on persons suf-
physical and material well-being; relations with fering from arthritis, her recent psychometric
other people; social, community, and civic activ- study (1989) included other chronically ill popu-
ities; personal development and fulfillment; and lations. However, she has not made her chronic
recreation. Flanagan used the 15 categories as illness theory explicit. The chronic illness theory
items to reflect life satisfaction in his Quality of proposed by Strauss et al. (1984) and expanded
Life Scale. He considered these domains valid by Corbin and Strauss (1988) provides a theoreti-
for the general population and recommended cal foundation for the generalization of our work
studying quality of life in the disabled by focus- across chronic illness populations. The work of
ing on problems specifically created by their dis- Cowan and her colleagues (1992) demonstrated
abilities. similar quality of life predictors in persons with
In their study of quality of life in 204 persons myocardial infarction and malignant melanoma,
with one of four chronic illnesses or conditions- lending further support to this approach.
290 RESEARCH IN NURSING 8 HEALTH

The process of stressor appraisal is a major disease symptoms prior to cardiac arrest, the
difference in the stress and coping framework number of cardiac arrests experienced, and time
proposed in this study compared to that used in since last cardiac arrest (with shorter time reflect-
Burckhardt’s (1985) study. Here, a salutogenic ing more instability). The work of the chronic
approach (Antonovsky, 1979, 1987) was taken in illness trajectory included emotional comfort,
which successful coping results in a strengthened physical comfort, New York Heart Association
sense of coherence. In the Lazarus and Folkman (NYHA) Functional Class (1964), as well as
(1984) paradigm used by Burckhardt, stressors presence of other chronic illnesses, prescribed
were appraised in terms of their potential threat to treatment for coronary heart disease, and social
the individual-a pathogenic orientation. The sa- function.
lutogenic theory and its key construct, the sense We hypothesized that physical and emotional
of coherence, have not been used before in an consequences of a chronic illness, such as coro-
attempt to explain the variance in quality of life nary heart disease, coupled with an acute event,
in persons with chronic illness. like surviving a cardiac arrest, would influence
Our conceptual model of quality of life in- quality of life negatively through the degree of
cludes six predictor constructs: social status vari- instability of the chronic illness trajectory as well
ables related to poor health vulner$jlity, per- as through the amount of work required to man-
ceived social support, self-esteem,’h6tab‘ility of age and shape the trajectory. Further, we hypo-
the chronic illness trajectory, work of the chronic thesized that cardiac arrest survivors with a
illness trajectory, and sense of coherence. Vul- strong sense of coherence would be more satis-
nerability to poor health was thought to be pri- fied with their quality of life than those survivors
marily a result of older age and low socio- with a moderate or weak sense of coherence.
economic status (Thoits, 1984), and may be Specifically, we hypothesized that a strong sense
especially true for older women (Thoits, 1987) of coherence in cardiac arrest survivors would be
who live alone (Thoits, 1987; Wood, Rhodes, & manifest in a dynamic feeling of confidence in
Whelan, 1989). Married persons, regardless of their ability to: (a) make order of the variability
gender, report greater well-being than unmarried associated with instability of the chronic illness
persons (Wood et al., 1989). Persons from minor- trajectory; (b) accomplish trajectory shaping
ity groups may have greater vulnerability to poor work; (c) have the motivation necessary to initi-
health than persons from nonminority groups, ate a comeback phase, accommodate to an unsta-
probably due to lower average income levels. ble or stable but diminished trajectory, and mini-
However, in Burckhardt’s (1985) path analysis of mize the impact of coronary heart disease upon
quality of life in persons with arthritis, neither the family; and (d) engage in meaning-making
age, gender, nor socioeconomic status had signif- activities around the chronic illness experience.
icant direct effects as predictors. Despite mixed Our primary study hypothesis was that, after con-
results regarding their predictive strength (Bur- trolling for social status variables related to poor
ckhardt, 1985; Wood et al., 1989), we controlled health vulnerability, perceived social support,
for the construct of social status variables (older self-esteem, and variables reflecting the insta-
age, female gender, minority race, lower socio- bility and work of the chronic illness trajectory,
economic status, and currently not married) in the addition of sense of coherence would improve
our model. estimation of quality of life.
Because of the evidence that perceived social
support and self-esteem are positively associated
with quality of life (Burckhardt, 1985; Wingate, METHOD
1992), these variables also were included. Bur-
ckhardt operationalized perceived social support Design and Sample
as how much physical help, social time, and ad-
vice or problem-solving help one could expect to A nonexperimental, correlational design was
receive from each support person if one needed used to test the study hypothesis. After obtaining
or wanted the support. Self-esteem is defined as Human Subjects Review approval, all out-of-hos-
“a liking and respect for oneself and the belief in pita1 cardiac arrest survivors with underlying cor-
one’s ability to get along with other people” (Par- onary heart disease who were patients in cardiac
kerson et al., 1981). electrophysiology clinics of two metropolitan
Variables reflecting instability of the chronic medical centers were invited to participate in the
illness trajectory were presence of coronary heart study. In order to pilot the data collection proce-
SENSE OF COHERENCE I MOTZER AND STEWART 291

Table 1. Reliability and Descrlptive Statistics for Dependent and Predictor Variables

No. of Cronbach’s No. of Potential Actual


Variable Items Alpha Cases Range Range M SD

Dependent variable: Ouality of life


QOL 16 .91a 149 16-112 36-1 12 84.79 14.04
Social status variables reflecting poor health vulnerability
AGE 1 - 148 - 30-85 63.15 11.07
GENDER 1 - 149 0- 1 0-1 .27 .44
RACE 1 - 145 0-1 0-1 .02 .14
EDUCATION 1 - 149 1-5 1-5 2.72 1.18
MARITAL 1 - 149 0-1 0-1 .18 .39
Perceived social support
SUPPORT 24 .90a 134 0.00-3.00 0.13-3.00 2.06 0.59
Self-esteem
SELF-ESTEEM 5 .50 149 0-100 40-100 77.36 17.22
Instability of the chronic illness trajectory
SYMPTOMS 1 - 149 0- 1 0-1 .60 .49
NUMBER 1 - 141 1-3 1-3 1.45 .70
TIME 1 - 149 1-8 1-8 4.91 2.00
Work of the chronic illness trajectory
PROBLEMS 1 - 145 0-1 0-1 .47 .50
TREATMENTS 3 - 148 0-3 0-3 1.46 .72
PHYSICAL 7 .74 149 0-100 14.3-100 62.48 19.25
EMOTIONAL 9 .85 146 0-1 00 0-1 00 70.72 21.93
SOCIAL 2 .65 149 0-100 0-100 60.24 27.42
NYHA 1 - 146 1-4 1-4 1.87 .88
Sense of coherence
SOC 13 .87 147 13-91 31-91 69.21 12.95

aThe formula for standardized alpha was used

dure, 8 cardiac arrest survivors were sent ques- controlling for the other 16 predictors (listed in
tionnaires; 4 questionnaires were completed and Table 1).
returned. Pilot data were evaluated, and some The sample was largely Caucasian (95%) and
reductions and other refinements were made in male (73%), with percent female (27%) slightly
the questionnaire. However, the nature of these higher than the 23%-to-77% female-to-male ratio
changes allowed the pilot data to be included in reported for out-of-hospital cardiac arrest (Cup-
the data obtained from the overall sample. ples et al., 1992). Most respondents were married
Revised questionnaires were mailed to 295 po- (82%), only 16% had not completed high school,
tential subjects. Because 34 questionnaires were and 63% were retired. Many had experienced
not deliverable and 8 deaths were reported by heart disease symptoms prior to their first cardiac
family members, the potential pool of subjects arrest (60%) and only 1 1% experienced 3 or more
was reduced from 303 (which included the 8 pilot cardiac arrests. Time since last cardiac arrest was
subjects) to 26 1. As 3 respondents did not meet variable, ranging from less than 3 months (3%), 3
eligibility criteria, this potential pool was further months up to 1 year (24%), 1 year up to 3 years
reduced to 258. Of the 159 persons who returned (38%), 3 to 5 years (16%), to greater than 5 years
questionnaires, 149 met analysis requirements (8 (19%). Inclusion of this wide range was neces-
had extensive missing data and 2 were extreme sary in order to obtain an adequate sample size.
outliers for age), for an overall 58% response rate Seventy-four percent reported that they were
(149/258). Based on an a priori power analysis NYHA (1964) Functional Class I (without limita-
(Cohen, 1988), a sample size of 130 was consid- tion in physical activity as a result of heart dis-
ered adequate to detect a 10% increase in vari- ease) or I1 (with slight limitation of physical ac-
ance in quality of life by sense of coherence after tivity as a result of heart disease).
292 RESEARCH IN NURSING & HEALTH

Measures commodate the extent of missing data but to re-


tain the intent of the Perceived Support Score, we
Measures were chosen based on documented evi- computed the average degree of perceived social
dence of content and construct validity and inter- support for respondents who had answered at
nal consistency reliability. An additional selec- least 4 of the 24 items, which was equivalent to
tion criterion for the measures included their rating one support person on all four categories of
generic applicability. The measures and number support. Thus, the total score was averaged
of items in each, along with reliability and de- across the four categories and the network, re-
scriptive statistics for the current study, are pre- sulting in a possible range of 0.00 to 3.00, with
sented in Table 1. If subjects were missing not 10% of the sample receiving a missing score.
more than 20% of the items in a scale, the overall Self-esreem was measured by the 5-item Duke
group mean on that item was used to estimate the Health Profile Self-Esteem Scale (Parkerson,
missing item score. Broadhead & Tse, 1990); Cronbach’s alpha was
The dependent variable, quality of life (QOL), .64in Parkerson’s 1990 primary health care clin-
was measured using the 15-item Flanagan Quali- ic sample but was only S O in this sample. Evi-
ty of Life Scale (1982), modified by adding a dence of content and construct validity and inter-
16th item on independence as recommended by nal consistency reliability for the Duke Health
Burckhardt et al. (1989). The response format Profile was just beginning to be published as we
used was the 7-point Delighted-Terrible Scale planned our study (Parkerson et al., 1990).
(Andrews & Crandall, 1976) (where 7 is de- Instabilio of the chronic illness trajectory was
lighted, 6 is pleased, 5 is mostly satisfied, 4 is reflected by (a) coronary heart disease symptoms
mixed, 3 is mostly dissatisfied, 2 is unhappy, and prior to first cardiac arrest (SYMPTOMS; 1 =
1 is terrible). In their study of four chronic illness yes, 0 = no); (b) number of cardiac arrests
groups, Burckhardt’s group reported Cronbach’s (NUMBER; I , 2, 3 or more); and (c) time since
alphas of .86 to .89 with Flanagan’s original 15- last cardiac arrest (TIME; 1-8 scale, where 1 =
item Quality of Life Scale. They demonstrated <3 months, 8 = >5 years). Work of the chronic
convergent and discriminant validity between the illness trajectory was indicated by (a) reported
Quality of Life Scale and other scales, and sup- other medical problems (PROBLEMS; 1 = yes, 0
ported their hypothesis of differences in mean = no); (b) reported number of three possible
values in groups of chronically ill persons known medical treatments used for heart rhythm distur-
to be stable or unstable across time (known bances (TREATMENTS; medication, surgery,
groups technique), providing evidence of con- implantable cardioverter-defibrillator); (c) phys-
struct validity. ical comfort (PHYSICAL) (Duke Health Profile
Social status variables related to poor health Modified Physical Health Scale); (d) emotional
vulnerability were measured using a set of five comfort (EMOTIONAL) (Duke Health Profile
variables in which higher vulnerability was re- Modified Mental Health Scale); (e) social func-
flected by older age, female gender, minority tion (SOCIAL) (Duke Health Profile Modified
race, lower socioeconomic status (reflected by Social Function Scale); and (f) reported NYHA
fewer years of education), and currently not mar- Functional Class (1964).
ried. Perceived social support (SUPPORT) was The 63-item Duke-UNC Health Profile (Par-
measured by the Burckhardt Perceived Support kerson et al., 1981) had been mailed to the pilot
Score (1985), modified to enhance content validi- sample, but because of concern about respondent
ty by adding an item about financial help to the burden (possibly contributing to the 50% re-
other three areas of assistance (physical help, so- sponse rate in the pilot group), the newer and
cial time, and advice or problem-solving help) shorter i7-item Duke Health Profile (Parkerson
that one could expect to receive from each of six et al., 1990) was substituted in the overall sam-
support persons if one wanted or needed the sup- ple. Evidence of content and construct validity
port. This 24-item measure reflected degree of and internal consistency reliability for the Duke-
perceived social support on a 0 = none to 3 = a UNC Health Profile is well-documented (Burck-
lot scale. Although 70% of the respondents sup- hardt et al., 1989; Parkerson et al., 1981). Evi-
plied information for all 24 items, 2 1% gave an- dence of internal consistency reliability was not
swers for some but not all support persons or as strong in the shorter Duke Health Profile,
categories and 9% skipped the scale entirely. which had been tested in 683 primary care pa-
Cohen and Cohen (1983) cautioned that dropping tients (Parkerson et al., 1990). We modified two
subjects when data are missing nonrandomly of the Duke Health Profile Scales-Mental
risks -nonrepresentivenessof the sample. To ac- Health and Social Health-because several items
SENSE OF COHERENCE / MOTZER AND STEWART 293

in each scale were also used in computing the formed differently. The modifications made to
Self-Esteem Scale. Redundant items were as- eliminate overlapping items and to improve con-
sessed for appropriateness and retained in the tent validity by adding items in the other three
scale with the best fit (in both instances, the Self- Duke Health Profile Scales (Physical, Mental,
Esteem Scale). To enhance content validity for Social) resulted in improved internal consistency
persons with coronary heart disease who had sur- reliabilities in our sample, from .67 to .74 for
vived a cardiac arrest, additional modifications PHYSICAL, from .68 to .85 for EMOTIONAL,
were made in the Duke Health Profile by adding and from .55 to .65 for SOCIAL.
two items to the 4-item Physical Health Scale and
six items to the 3-item Mental Health Scale. Analysis Procedures
Based on the investigators’ clinical experience,
two physical symptoms applicable to cardiac ar- Descriptive statistics, independent t tests, x2,hi-
rest survivors were added to modify the original erarchical multiple regression, and regression di-
Physical Health Scale: heart palpitations and los- agnostics (residual analyses, casewise analyses,
ing consciousness. Based on the study of Fin- and partial plots) were utilized in analysis. Order
kelmeier, Kenwood, and Summers (1984), six of variable entry into the regression equation was
emotional symptoms applicable to this popula- driven by our conceptual model and hypotheses
tion were added to the Mental Health Scale: anxi- of the importance of the predictor variables. So-
ety, restlessness, fear of recurrent heart rhythm cial status variables related to poor health vul-
disturbance, discouragement, irritability or tense- nerability were considered to be antecedent fac-
ness, and having bad dreams. tors that existed prior to the coronary heart
Sense of coherence (SOC) was measured by disease and cardiac arrest. Perceived social sup-
the 13-item Sense of Coherence Questionnaire, port and self-esteem were entered at the second
Short Form, having a 7-point response format and third steps, respectively, to examine their
where 7 represents the strongest sense of coher- separate contributions. Because self-esteem was
ence and 1 represents the weakest sense of coher- expected to contribute the larger proportion of
ence (Antonovsky, 1987). After the pilot study, a variance, self-esteem was entered after perceived
decision was made to use this 13-item version social support to be certain that its contribution,
rather than the 29-item version in an attempt to if any, would be detected. The fourth and fifth set
reduce respondent burden. Based on previously of predictors were the instability and work of the
reported Cronbach’s alphas of .84 to .93 for the chronic illness trajectory, respectively. The work
29-item version (Antonovsky, 1987; Sagy et al., variable follows the instability variable because
1990), we estimated that the reduced Cronbach’s work was expected to explain a larger proportion
alphas (Nunnally, 1978) from using the 13-item of variance of quality of life. The instability vari-
version would range from .70 to 36. The longer able was entered first to assure any significant
version had been used extensively in 12 samples contribution of instability would be detected.
(total N = 2,740) from Israel, the United States, Sense of coherence, the predictor variable of in-
Canada, and Norway (Antonovsky, 1987; Sagy et terest, was entered last in order to examine its
al., 1990). These samples ranged in age from 18 independent contribution to explained variance in
to 65 years, with student or occupational status quality of life.
rather than health status as the basis of sample For hypothesis testing, the a priori level of sig-
selection. nificance was .05. Respondents (N = 149) were
For measures of quality of life and perceived included in the regression analysis based on hav-
social support, internal consistency reliabilities ing a valid score on the dependent variable,
obtained in this study were similar to the re- QOL, and at least 20% or 14 of the 17 predictors.
liabilities (*.05) obtained in other studies of per- The extent of multicollinearity was quite small.
sons with a variety of chronic illnesses or condi- Of the 136 correlations between all possible pairs
tions. For the Sense of Coherence Questionnaire, of the 17 predictor variables, the range of abso-
internal consistency reliability of the 29-item ver- lute values of the rs was .OOto .67, with a medi-
sion reported for a presumed healthy population an r of .lo. Only 4 of the 136 rs were over .40;
also was similar (+.06) to the internal consisten- 81% of the rs were .19 or less.
cy reliability of the 13-item version in our sam- The extent of missing data at the scale level
ple. Thus, these scales performed similarly was relatively small; of the 17 predictor vari-
across a number of populations, supporting their ables, 1 was missing for 17% of the respondents
generic applicability. It remains unclear why the and 2 were missing for 5%. Compared to respon-
Duke Health Profile Self-Esteem Scale per- dents missing 0 predictors, respondents who
294 RESEARCH IN NURSING I% HEALTH

were missing 1 or 2 predictors scored lower on = 1.48). The primary independent variable of
QOL, r (43.38) = 2.14, p = .04.Dummy vari- interest, sense of coherence, had an average item
ables were created in order to test the contribu- score of 5.3 (SD = 1.00).
tion of missing predictors to explained variance As proposed in the conceptual model, the 17
in QOL (Cohen & Cohen, 1983). None made a variables were entered in 6 steps (see regression
significant contribution when entered after all summary in Table 2). On the first step, social
other predictors in the multiple regression. status variables related to poor health vul-
nerability did not contribute significantly to ex-
plained variance. Thus, the first significant
change (5%) in the squared multiple correlation
RESULTS coefficient, was attained on Step 2 with the addi-
tion of SUPPORT to the model. On Step 3.
Descriptive statistics for all scales used in the SELF-ESTEEM contributed 24% to explained
regression model are summarized in Table 1. The variance. On Step 4, the predictors reflecting in-
average QOL item score was 5.3 on the delighted stability of the chronic illness trajectory did not
(7)-to-terrible ( 1) scale. Satisfaction was highest make a significant contribution to explained vari-
for close relations with spouse or significant oth- ance. On Step 5, with the addition of predictors
er (M = 6.1, SD = 1.12) and having and rearing reflecting work of the chronic illness trajectory,
children (M = 6.0, SD = 1.10). and lowest for the increment in explained variance was 17%. On
participating in organizations and public affairs the last step, the entry of sense of coherence con-
(M = 4.3, SD = 1.68) and participating in active tributed an additional 15% to the explained vari-
recreation (M = 4.5, SD = 1.78). Satisfaction ance ( p < .001), for a total explained variance in
with health ranked 13th out of 16 (M = 4.7, SD quality of life of 64%.

Table 2. Quality of Life Multlpie Regresslon Summary (Af = 149)

Variable r at Step 0 p at Last Step RZA, R2, and Adj R2 at each step
Step 1: Social status variables reflecting poor health vulnerability
AGE - .01 - .03 R 2 = .04 Adj R 2 = .OO
GENDER .10 .09
RACE -.12 - .04
EDUCATION .13 .03
MARITAL .04 - .04

Step 2: Perceived social support R2A = .05**


SUPPORT .22** .07 R2 = .09' Adj Rz = .05
Step 3:Self-esteem R2A = .24"
SELF-ESTEEM .50** .17- R2 = .33** Adj R2 = .30
Step 4: Instability of the chronic illness trajectory R2A = .02
SYMPTOMS -.12 -.12' R2 = .35'* Adj R 2 = .30
NUMBER -.05 .06
TIME .01 - .04
Step 5: Work of the chronic illness trajectory R2A = .15*"
PROBLEMS -.11 - .01 R2 = .50*' Adj R2 = .43
TREATMENTS -.01 - .01
PHYSICAL .40" .07
EMOTIONAL SO** - .04
SOCIAL .40** .13'
NYHA -.38"" -.lo
Step 6: Sense of coherence R2A = .15**
SOC .73'* 57" R2 = .64" Adj R 2 = .60
Note. Increments in R2 and R2A do not always correspond because of rounding.
' p < .05. " p < .01.
SENSE OF COHERENCE I MOTZER AND STEWART 295

Tests of significance appeared to be valid, as Thus, it seems that overlaps in the context of
regression diagnostics suggested a constant error relationships with others did not contribute sub-
variance and no departures from the normality stantially to the very high zero-order correlation
assumption. Using the standardized beta weight, between QOL and SOC.
it can be seen that, on the average, there is a .57 Another area of concern with overlap was
standard deviation increase in the predicted QOL measurement of meaningfulness. Four items on
score for every 1 .OO standard deviation increase the Sense of Coherence Questionnaire, Short
in the SOC score, holding all other independent Form, and one item on the Modified Flanagan
variables constant. Quality of Life Scale pertained to meaningful-
ness. Relationships between the QOL item and
Exploratory Analysis of Overlap the four SOC items were strong ( r = .48 to .52, p
Between QOL and SOC < .001). For demonstration purposes only, a new
quality of life scale without the meaningfulness
Correlation coefficients between the dependent item was created. This scale version’s correlation
variable QOL and each predictor at Step 0 (i.e., with SOC was .72 ( p < .001). Thus, elimination
without controlling for other predictors) as well of the item that seemed most directly responsible
as the standardized beta weight at the final step of for the overlap in meaningfulness did not alter the
the hierarchical multiple regression are shown in strength of the correlation between SOC and
Table 2. Quality of life was more highly corre- QOL .
lated to sense of coherence than to any other vari- Based on these analyses, sense of coherence
able studied (r = .73). and quality of life appear to be distinct concepts.
The high correlation between SOC and QOL Therefore, we concluded that sense of coherence
raised the question of conceptual overlap and led indeed predicts quality of life and that its associa-
to further inquiry about the similarity of the con- tion with quality of life is not the result of mea-
structs. The conceptual distinction between qual- surement artifact.
ity of life and sense of coherence is seen in their The variable with the highest beta weight
definitions: “satisfaction with physical and mate- throughout the regression analysis was SOC,
rial well-being; relations with other people; so- starting at Step 1 at .73 and ending at Step 6 at
cial, community, and civic activities; personal .57 ( p < .001). Thus, the beta weight for SOC
development and fulfillment; recreation; and in- dropped only by .I6 after all other variables had
dependence’’ versus “personality orientation that been entered. The only other variables with a
expresses the extent to which one has a feeling of significant beta weight at the last step were
confidence in the ability to comprehend, manage, SELF-ESTEEM (p = .18), SYMPTOMS (p =
and derive meaning from life,” respectively. Evi- --.12), and SOCIAL (p = .13).
dence for the distinction also is apparent from
their indicators. Quality of life is assessed by
satisfaction with life domains (e.g., being de- DISCUSSION
lighted with independence), whereas sense of co-
herence is evaluated by one’s affective pattern of The findings support the study hypothesis: After
responses to life situations (e.g., very often feel- controlling for social status variables related to
ing that one is in a familiar situation, knowing poor health vulnerability, perceived social sup-
what to do). port, self-esteem, and the chronic illness trajec-
Because there is potential overlap between tory shape and work variables, the addition of
SOC and QOL at the measurement level in two sense of coherence improved estimation of quali-
areas (relationships with others and meaningful- ty of life. The independent contribution made by
ness), additional analyses were conducted to sense of coherence-an additional 15% of the
evaluate the extent of any redundancy. Four items variance in quality of life-exceeded the esti-
on the Modified Flanagan Quality of Life Scale mate of 10% made when performing the a priori
and two items on the Sense of Coherence Ques- power analysis.
tionnaire, Short Form, evaluate relationships Our finding of 50% of explained variance in
with others. Of the eight possible SOC-QOL quality of life prior to the entry of sense of coher-
correlations, only four were significant at p > ence into the model is congruent with Bur-
.05 (rs = .20-.30) and all were less than the ckhardt’s (1985) finding of 46% explained vari-
average interitem correlation for either the Mod- ance in persons with arthritis. Perceived social
ified Flanagan Quality of Life Scale ( r = .40) or support, negative attitude towards illness, self-
the Sense of Coherence Questionnaire ( r = .34). esteem, and internal control over health were her
296 RESEARCH IN NURSING & HEALTH

significant predictor variables. Our finding of disease surviving a cardiac arrest and persons
50% explained variance also was similar to with diabetes mellitus, ostorny secondary to co-
Wingate’s (1992) finding of 45% explained vari- lon cancer or colitis, osteoarthritis, or rheumatoid
ance in 96 women after myocardial infarction, arthritis (Burckhardt et al., 1989) is further evi-
with employment status, social support, and self- dence that many aspects of living with chronic
esteem as her significant predictor variables. The illness are experienced across various conditions
additional 15% contribution by sense of coher- (Corbin & Strauss, 1988; Strauss et all, 1984).
ence provides new information about quality of Sense of coherence obtained in this sample of
life in persons with chronic illness. The results cardiac arrest survivors (item M = 5.3, SD =
also support the findings of Sagy et al. (1990), 1.0, on the 13-item SOC scale with a 1-7 re-
who found that the sense of coherence had a di- sponse format) was compared to the item M ob-
rect effect (p = .48, p < .001) on life satisfac- tained by samples described by Antonovsky
tion, with 3 1 % of the variance in life satisfaction (1987) on the 29-item SOC scale. Using the ef-
explained by sense of coherence and three other fect size index (Cohen, 1988),the item average in
predictors. the cardiac arrest survivors was about 0.2 stan-
The nonsignificant contribution of social status dard deviation lower than the mean scores of
variables reflecting poor health vulnerability was three samples reported to have a strong sense of
expected based on their lack of predictive strength coherence (item Ms = 5 . 3 , but a quarter stan-
in previous studies. The contribution of per- dard deviation higher than the mean scores of two
ceived social support to quality of life was less of three groups hypothesized to have a moderate
than expected based on findings of both Burck- sense of coherence (item M = 5.0-5.1) and
hardt (1985) and Wingate ( 1992). Its contribution roughly half to three-quarters standard deviation
may have been strengthened had a less compli- higher than means obtained by samples reported
cated scale been used or data been collected dur- to have a relatively weak sense of coherence
ing a structured interview rather than from mailed (itemM = 4.6-4.8). The influence of surviving a
questionnaires. That perceived social support cardiac arrest, experiencing chronic illness, or
was significant in spite of measurement diffi- both, might account for the differences in strength
culties supports its continued inclusion in models of sense of coherence between this sample and
of quality of life. Despite its low internal con- the comparison samples. Alternatively, because
sistency reliability, self-esteem’s contribution to the shorter version of the Sense of Coherence
quality of life was substantial and supports the Questionnaire was used, it may be that those 13
assertions of Burckhardt and of Wingate about its items typically have higher mean scores than the
importance. A more reliable measure would have other 16 items, which may have resulted in a
enhanced its contribution in this study. The lack higher mean overall for our sample. That possi-
of contribution from instability of the chronic ill- bility remains to be examined.
ness trajectory to explained variance in quality of Quality of life through the eyes of the client
life probably reflects inadequate measurement of rather than the provider has become increasingly
the construct. The major contribution of work of important as an outcome measure in health care
the chronic illness trajectory to explained vari- intervention research (AHCPR, 1990; Stewart,
ance at the next-to-last step of the regression 1992). For the person with chronic illness, inter-
model strongly supports the chronic illness theo- ventions to improve or maintain life quality need
ry of Strauss and his colleagues (Corbin & to be directed toward the entire illness trajectory,
Strauss, 1988; Strauss et al., 1984). Better mea- which involves multiple aspects of the person’s
sures of both chronic illness trajectory constructs life rather than simply the course of the disease.
would extend our understanding of the contribu- The most important finding from this research is
tions of health care interventions to improved the large amount of additional variance in quality
quality of life. of life explained by sense of coherence after con-
Quality of life in this sample was high (item trolling for multiple predictors used in past re-
average = 5.3 out of a possible item score of 7). search.
This finding corresponded with that of Bur- An important unanswered question is: Does
ckhardt et al. (1989) in their study of persons the relatively high mean sense of coherence of
with one of four chronic conditions. With the persons in this study indicate that something
original 15-item Flanagan Quality of Life Scale, about their situation may have increased their
they obtained an average item score of 5.2. The overall level of sense of coherence? That is, did
similarity of the average item quality of life score sense of coherence change naturally in response
between persons in this study with coronary heart to life events? If so, could interventionsbe devel-
SENSE OF COHERENCE / MOTZER AND STEWART 297

oped to facilitate its change? Providing structured melanoma: A pilot study. Progress in Cardiovascu-
life experiences to assist the ill person and his or lar Nursing, 7. 18-28.
her family to shape the illness trajectory and fa- Cupples, L.A., Gagnon, D.R.. & Kannel. W.B.
cilitating meaning-making activities on the part (1992). Long- and short-term risk of sudden coro-
of chronically ill persons and their families are nary death. Circulation, 85 (suppl I ) . 1-1 1-1-18.
Ferrans, C.E. (1990). Development of a quality of life
examples of interventions that might b e used to
index for patients with cancer. Oncologv Nursing
enhance sense of coherence. Forum, I7 (Suppl.), 15-2 I .
In conclusion, our findings support longitudi- Ferrans, C.E., & Powers, M.J. (1985). Quality of life
nal testing of sense of coherence in chronic ill- index: Development and psychometric properties.
ness populations with and without expected life- Advances in Nursing Science, 8 , 15-24.
threatening events to examine the stability or Finkelmeier, B.A., Kenwood, N.J., & Summers. C.
changeability of the construct, with further inves- (1984). Rychologic ramifications of survival from sud-
tigation of sense of coherence as a predictor of den cardiac death. Critical Care Quarterly 7, 71-79.
quality of life. Those results could lead to devel- Flanagan. J.C. (1982). Measurement of quality of life.
opment and testing of strategies specifically de- Current state of the art. Archives of Phvsical Medi-
cine & Rehabilitation, 63, 56-59.
signed to 'enhance comprehensibility, manage-
Graham, K.Y., & Longman, A.J. (1987). Quality of
ability, and meaningfulness, perhaps ultimately life and persons with melanoma. Preliminary model
resulting in improved quality of life. testing. Cancer Nursing, 10, 338-346.
Hurwitz, J.L., & Josephson, M.E. (1992). Sudden car-
diac death in patients with chronic coronary heart
disease. Circulation. 85 (Suppi. I), 1-43-1-49.
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