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Original Article doi:10.1111/j.1365-2214.2007.00767.

Pictorial and verbal category-ratio scales for effort


estimation in children
B. Marinov, S. Mandadjieva and S. Kostianev
Department of Pathophysiology, Medical University of Plovdiv, Plovdiv, Bulgaria

Accepted for publication 3 April 2007

Abstract
Background Research on the diverse aspects of exercise performance in childhood in the past
20 years has included an increase in the study of perceived exertion.
Objective The aim of this study was to compare children’s ratings of effort perception by means of
the Borg Category-Ratio Perceived Exertion (CR-10) Scale and a pictorial version of the Children’s
Effort Rating Table (Pictorial-CERT) scale, and to assess the long-term repeatability of the two scales.
Methods Fifty healthy children (25 girls and 25 boys; initially aged 10.4 ⫾ 0.5 years) participated in
three incremental treadmill tests until volitional exhaustion or a maximal gradient of 22% at
Keywords
5.4 km/h was attained. The first two tests (T1 and T2) were at an interval of 1 month. The third test
Borg scale, children, effort
perception, (T3) took place 3 years later and utilized exactly the same protocol.
Pictorial-CERT, Results Perceived exertion correlated significantly with measures of exercise intensity – minute
repeatability
ventilation, heart rate and oxygen uptake for the whole group. The range of correlations for all tests
Correspondence:
was significantly higher for the Pictorial-CERT (r = 0.62–0.88 and r = 0.59–0.71 for the Pictorial-CERT
Dr Blagoi Marinov, and CR-10 respectively). Intraclass correlation coefficients between T1 and T2 were significantly
Pathophysiology
higher for the Pictorial-CERT in comparison with the CR-10 (0.77 vs. 0.54, respectively; z = -2.07;
Department, Medical
University of Plovdiv, 15 A P = 0.038).
Vassil Aprilov Blvd., 4002 Conclusion The Pictorial-CERT is more appropriate for use with children of this age range and
Plovdiv, Bulgaria
E-mail:
appears to be more reproducible than the Borg CR-10 Scale. Concurrent and construct validity
b_marinov@mail.orbitel.bg evidence promotes the use of the Pictorial-CERT by junior children.

Research on the diverse aspects of exercise performance in chil- Robertson 1996), several studies have proposed appropriate
dren in the past 20 years has included a marked interest in the child-specific rating scales. Some of them have incorporated
concept of perceived exertion. This has been accompanied by stylized figures to grade effort perception (Nystad et al. 1989;
the development of various scales which have been designed to Eston et al. 2000; Robertson et al. 2000). These include the Cart
accommodate the cognitive abilities of children and improve and Load Effort Rating Scale (CALER; Eston et al. 2000), the
the accuracy of the measurement of perceived exertion. Prepu- OMNI scale (Robertson et al. 2000), the rating of perceived
bescent children understand categorization, but find it easier to exertion in children (RPE-C) (Groslambert et al. 2001), the Bug
comprehend and interpret pictures and symbols than words and Bag Exertion (BABE) Scale (Parfitt et al. 2007) and the
and numbers (Eston & Lamb 2000; Robertson et al. 2000). Curvilinear Scale (Eston & Parfitt 2006).
Following suggestions that a greater conceptual understanding The Borg Category-Ratio Perceived Exertion (CR-10) Scale
of the effort continuum in children would be facilitated by a (1982) is a measurement tool known to be highly sensitive
meaningful pictorial scales of perceived exertion (Noble & to detect general fatigue. It is an internationally recognized

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Journal compilation © 2007 Blackwell Publishing Ltd 35
36 B. Marinov et al.

method of assessing perceived exertion, and it is used in con- Table 1. Anthropometric characteristics (mean ⫾ SD) of the studied
children during the first and second sessions
junction with standard metabolic measures in a wide range of
settings. Wilson and Jones (1991) have shown that Borg scale Parameter T1 or T2 T3

readings are reproducible in both the short and long term, but Age (years)
there is a critical age (7–11 years) for understanding of the Boys 10.5 ⫾ 0.5 13.5 ⫾ 0.5†
Girls 10.4 ⫾ 0.5 13.4 ⫾ 0.5†
concept of this scale. It is generally recognized that most pre- Height (cm)
pubescent children do not yet have the cognitive ability or Boys 144.5 ⫾ 6.2 163.5 ⫾ 7.5†
verbal capacity to understand the descriptors of exercise inten- Girls 145.0 ⫾ 7.2 160.1 ⫾ 5.6†
Weight (kg)
sity associated with adult-perceived exertion scales (Williams Boys 41.2 ⫾ 10.7 59.2 ⫾ 15.4†
et al. 1994; Eston & Lamb 2000; Robertson et al. 2000; Eston & Girls 35.2 ⫾ 6.2* 49.4 ⫾ 7.4*†
Parfitt 2006). BMI (kg/m2)
Boys 19.5 ⫾ 3.7 22.0 ⫾ 4.9†
The formation of the Children’s Effort Rating Table (CERT)
Girls 16.7 ⫾ 2.3* 19.3 ⫾ 2.6*†
scale (Eston et al. 1994; Williams et al. 1994) was an original Per cent body fat
attempt to tackle the problem of children’s comprehension of Boys 18.8 ⫾ 6.4 21.8 ⫾ 6.7†
exercise effort. This idea was extended further by Eston and Girls 20.9 ⫾ 8.2* 24.8 ⫾ 7.9*†

colleagues (2000) with the reduction of the verbal descriptors *Gender difference (P < 0.05 for all).
†Differences between first and second session.
and inclusion of stylized figures. In an endeavor to fine-tune the
BMI, body mass index.
CERT, they created the so-called CALER (Cart and Load Effort
Rating) scale, presenting a figure of a child pulling a cart loaded
progressively with bricks, and the BABE Scale, which presented n = 25 Borg
PCERT Borg
a cartoon character stepping onto a box with a backpack con- n = 50 +
taining coloured bricks commensurate with the number on the n = 25 Borg PCERT PCERT

scale (Parfitt et al. 2007). More recently, Yelling and colleagues


(2002) introduced the Pictorial Children’s Effort Rating Table T1 T2 T3
(Pictorial-CERT), which uses all of the original numerical and 1 month 3 years
verbal descriptors of the CERT as proposed by Williams and
Figure 1. Design of the study. PCERT, Pictorial vision of the Children’s
colleagues (1994). Although the reliability and validity of the Effort Rating Table.
other alternative scales have yet to be unequivocally established,
studies in young children (aged 8–11) using CERT have shown
it to have greater validity when compared with the traditionally presented in Table 1. The children were generally physically
adopted rating of perceived exertion (RPE) scale (Lamb 1996; active, but not engaged in sports training of any kind. Normal
Leung et al. 2002). The validity of the Pictorial-CERT was subjects were chosen for the study because it was considered that
assessed recently by Roemmich and colleagues (2006), but to they would provide information that could be later used as a
the best of our knowledge, there are no data on its short- or reference to a patient population. Prior to the test procedures,
long-term repeatability. written informed consent was obtained from a parent or guard-
The aim of this study was to compare the effort estimation by ian, and the associated risks and benefits were explained. The
means of the Pictorial-CERT and CR-10 scales in children and procedures used in this study were approved by the Institutional
to assess the long-term repeatability of the two scales. Ethics Committee at the Medical University of Plovdiv.

Methods Study design


The children performed a total of three incremental exercise
Subjects
tests in two sessions. This is shown in Fig. 1. The first session
Fifty healthy children (25 boys and 25 girls; initially aged included two tests (T1 and T2) at an interval of 1 month.
10.4 ⫾ 0.5 years, and after 3 years) took part in the study. The The same treadmill protocol was used in all testing occasions.
children did not suffer chronic diseases and took no medications Effort perception was assessed by only one scale at a time, and
that might affect exercise performance and judgement. Descrip- the children were randomly assigned to a group utilizing one of
tive characteristics of the boys and girls recruited in the study are the measurement scales, alternating with the other on the

© 2007 The Authors


Journal compilation © 2007 Blackwell Publishing Ltd, Child: care, health and development, 34, 1, 35–43
Pictorial and verbal scales for effort estimation 37

second visit. We chose a period close to the upper limit of short Table 2. Category Ratio Borg (CR-10) Scale.
term to ensure that, on the second visit, the children would not 0 Nothing at all
remember their ratings on the previously utilized scale. The 0.5 Very, very light
1 Very light
second session took part 3 years apart and consisted of only one 2 Light
treadmill test (T3). The same protocol was applied to the same 3 Moderate
children for verification of the long-term repeatability of these 4 Somewhat heavy
5 Heavy
RPE instruments. Both scales (Borg CR-10 and Pictorial-CERT)
6
were displayed one after another at each stage of the test, and the 7 Very heavy
order of their presentation was also randomized. Special atten- 8
tion was paid to ensure absolute standardization of procedures 9
10 Very, very heavy (almost maximum)
and conditions, which is a prerequisite for unbiased comparison • Maximum
between the tests.

Treadmill exercise test


The treadmill tests were performed in the morning with the
children habituated to both the general environment and the
actual procedures. The exercise was carried out on a motor-
driven, electronically controlled treadmill (TrackMaster™, JAS
Fitness Systems, Pensacola, FL, USA). The protocol imple-
mented in all of the tests was a validated modification of Balke
protocol similar to that used by Riopel and colleagues (1979),
except that in our laboratory we start with a rapid initial incre-
ment of 6%. The slope is then increased by 2% every minute
until volitional exhaustion or elevation of 22%. Thus, the pro-
Figure 2. Pictorial variant of the Children’s Effort Rating Table (Williams
tocol consisted of nine 1-min increments with constant velocity
et al. 1994; Yelling et al. 2002).
of 5.4 km/h. The recovery period had standard 3-min duration
(2.7 km/h and zero elevation). Heart rate (HR) was monitored
electrocardiographically (Hellige, Freiburg, Germany), and the
oxygen saturation was traced with a pulseoxymeter (Pulseox
DP-8, Minolta, Osaka, Japan). limited number range, and nearly all numbers are associated
with verbal expressions. The rationale for application of this
Gas exchange measurements variant (CR-10) of the Borg scale was that we believe it is better
understood by the children in our study for cultural and devel-
Throughout the test, gas exchange variables were determined opmental reasons.
with an online computerized system (CardiO2™, Medical The Pictorial-CERT is a scale combining child-specific verbal
Graphics, St Paul, MN, USA) using standard open-circuit descriptors of perceived exertion using the whole of the original
techniques. Subjects breathed through a mouthpiece (dead scale of Williams and colleagues (1994) and adjacent pictorial
space < 60 mL), and a pneumotachometer was used for record- content (Yelling et al. 2002; Fig. 2). The scale was designed to be
ing of tidal volume (VT; mL/min, BTPS) and minute ventilation readily assimilated by the children on the basis of their own
(VE; L/min, BTPS). Data were averaged every 30 s and used to experience and has been validated on a slightly older group of
calculate oxygen uptake (VO2; mL/min, STPD), carbon dioxide children aged 12 and 15 years (Yelling et al. 2002).
production (VCO2; mL/min, STPD) and respiratory exchange A standard definition of perceived exertion adapted for chil-
ratio (RER). The system was calibrated before each test with dren and separate instructional sets for the Borg CR-10 Scale
gases of known concentrations. and Pictorial-CERT were read to the subjects prior to the test.
On both scales, the participants were asked to rate the perceived
Effort perception
effort, and these values were processed in the subsequent analy-
Perceived exertion was assessed by means of two different scales. sis. The children were asked to provide a rating of perceived
The CR-10 Scale (Borg 1982), presented in Table 2, has a more exertion in the final 30 s of each treadmill stage. The children

© 2007 The Authors


Journal compilation © 2007 Blackwell Publishing Ltd, Child: care, health and development, 34, 1, 35–43
38 B. Marinov et al.

were not reminded of their previous ratings in order to avoid Table 3. Peak cardiopulmonary exercise variables (mean ⫾ SD)
bias. Exercise tests
Parameter T1 T2 T3 ANOVA

Other measurements VO2 (mL/min) 1291 ⫾ 282 1270 ⫾ 275 1912 ⫾ 399 *
VO2/kg (mL/min/kg) 34.1 ⫾ 3.0 33.6 ⫾ 2.9 35.5 ⫾ 3.5 †
Prior to the exercise, all the participants underwent a thorough VE (L/min) 40.5 ⫾ 11.6 40.4 ⫾ 12.0 56.6 ⫾ 13.8 *
BF (per min) 44.8 ⫾ 8.2 42.3 ⫾ 8.3 43.3 ⫾ 8.6 NS
clinical examination and were subjected to complete anthropo-
HR (beat/min) 178.2 ⫾ 7.5 175.7 ⫾ 7.6 170.5 ⫾ 10.8 *
metric measurements, including stature, body mass, and skin- VE/VO2 31.1 ⫾ 4.2 31.7 ⫾ 4.3 29.7 ⫾ 4.2 †
fold thickness over the triceps and subscapular regions. The RER 1.06 ⫾ 0.10 1.04 ⫾ 0.10 1.03 ⫾ 0.09 NS
measurements were performed on the right side of the body Statistical significance P < 0.05.
with Harpenden calipers (British Indicators, St Albans, UK). *Third test differs from the first and the second one.
†Third test differs from the second one.
The values of the skinfolds were added together, and the sum
NS, non significant; VO2, peak oxygen uptake; VO2/kg, relative oxygen uptake;
was used to calculate per cent body fat (Slaughter et al. 1988). VE, total exercise ventilation; BF, breathing frequency; HR, heart rate; VE/VO2,
For stratifying children by their body mass index (BMI) as ventilatory equivalent for oxygen; RER, respiratory exchange ratio.
‘normal’, ‘overweight’ and ‘obese’, we used the cut-off points
published by Cole and colleagues (2000), based on BMI centiles
for subjects aged 2–18 years. The adopted cut-off points for the children had considerably increased their body size and
overweight and obesity in the pooled reference values corre- related parameters – BMI and % body fat.
spond to BMI = 25 kg/m2 and BMI = 30 kg/m2 in adults. There were significant gender differences with regard to
According to these criteria, the overweight group consisted of 15 bodyweight, BMI and % body fat (P < 0.05 for all) at the time of
children in the first two tests (11 with overweight and 4 with the initial tests and the subsequent test. Boys were significantly
obesity) and 14 children in the third test (10 with overweight heavier than girls, but at the same time they had significantly
and 4 with obesity). lower % body fat.

Statistical methods
Peak cardiopulmonary variables
All values are expressed as mean ⫾ SD. The results from peak
exercise data and their relationships with age and anthro- All children in the three exercise tests attained mean RER values
pometric variables were assessed using descriptive statistics, in excess of 1.00, providing evidence that a maximal effort had
independent- and paired-samples t-tests, and correlation analy- been achieved. However, HR in the first and the second tests
sis in SPSS for Windows (SPSS Inc., Chicago, IL, USA). Data reached mean values slightly below 180 per min.
were analysed by a repeated-measures anova. Post hoc compari- The values of oxygen uptake and parameters of ventilation
sons were assessed by the Bonferroni method. Intraclass corre- (total exercise ventilation – VE, breathing frequency – BF, ven-
lation analysis (ICC) was used to assess the test–retest reliability. tilatory equivalent for oxygen – VE/VO2) at the time of the first
Fisher z-transformation was employed to test differences in the (T1) and the second (T2) tests were very close, without sig-
correlation coefficients between groups and tests (MedCalc 9, nificant gender differences (Table 3). Therefore, an excellent
MedCalc Software, Mariakerke, Belgium). A level of P < 0.05 reproducibility between the tests existed, and the correlation
was considered to be statistically significant. The agreement coefficients between any pair of parameters ranged from 0.945
between the two methods of measurement of perceived exertion to 0.998 (P < 0.001 for all).
was examined by means of the Bland and Altman method For VO2, significant main effects were found for treadmill
(1986). gradient (F1,50 = 134.4; P < 0.01) and gender (F1,50 = 12.7;
P < 0.01). Most of the functional parameters show growth-
dependent changes. It is evident from Table 3 that there are
Results
significant differences in cardiopulmonary parameters between
T1 and T2 (the first session) and T3 (the second session). In T3,
Descriptive characteristics
children had significantly higher VO2 and total exercise ventila-
A summary of the anthropometric characteristics is presented tion (VE). The HR during T3 was also slightly lower compared
in Table 1. As expected, over the 3-year period between the tests, with the values attained in T1 and T2 (P < 0.05 for both).

© 2007 The Authors


Journal compilation © 2007 Blackwell Publishing Ltd, Child: care, health and development, 34, 1, 35–43
Pictorial and verbal scales for effort estimation 39

Table 4. Perceived effort (mean ⫾ SD) on the Borg CR-10 Scale and Table 5. Correlations (mean ⫾ SD) for perceived effort assessed by the
PCERT for three different exercise intensities in the three tests two scales with some physiologic measures of exercise intensity
Exercise intensity T1 or T2 T3 Borg (CR-10) PCERT
1st stage (6% slope) Physiological measurement T1 or T2 T3 T1 or T2 T3
PCERT 2.3 ⫾ 0.9 2.4 ⫾ 0.7
All participants (n = 50)
Borg 1.2 ⫾ 1.1* 1.1 ⫾ 0.9*
VO2 0.710 0.701 0.823* 0.878*
5th stage (14% slope)
HR 0.634 0.673 0.751* 0.793*
PCERT 3.7 ⫾ 1.2† 3.9 ⫾ 0.9†
VE 0.512 0.593 0.618* 0.635*
Borg 2.2 ⫾ 1.3†* 2.1 ⫾ 1.2†*
Boys (n = 25)
9th stage (22% slope)
VO2 0.702 0.725 0.815* 0.854*
PCERT 6.2 ⫾ 1.0† 6.0 ⫾ 1.3†
HR 0.619 0.697 0.728* 0.815*
Borg 4.6 ⫾ 1.3†* 4.1 ⫾ 1.2†*
VE 0.486 0.603† 0.594 0.648
Significant differences (P < 0.05). Girls (n = 25)
*Between scales. VO2 0.715 0.678 0.832* 0.897*
†Between stages. HR 0.589 0.588 0.764* 0.773*
PCERT, Pictorial vision of the Children’s Effort Rating Table. VE 0.520 0.534 0.642* 0.615*

Significance level for all correlations P < 0.05.


*Scales significantly different.
Measurement of perceived exertion †Tests significantly different.
PCERT, Pictorial vision of the Children’s Effort Rating Table.
A comparison of the corresponding verbal characteristics of the
scales revealed a significant overlap. Children’s average ratings
in both scales define the standardized workload achieved scales in any of the tests displayed gender differences in effort
through the modified Balke protocol as slightly below ‘heavy’ perception in our sample. There were also no significant differ-
(Borg) or ‘hard’ (Pictorial-CERT). ences in the correlations between the physiological measure-
The mean level of effort perception assessed with the CR-10 ments and rating scales in T1/T2 vs. T3, with the exception of
Scale during T1 and T2 (first session) was 4.60 ⫾ 1.3 [mean significantly lower correlation coefficient between the CR-10
centred coefficient of variation (CoV%) = 28.5%; range = 2 to 8 Scale and VE in boys.
(corresponding verbal expression ‘light’ to ‘very heavy’]. When The CR-10 ratings decreased slightly in the 3-year follow-up
the mean level of effort perception was evaluated with the pic- test: from 4.60 ⫾ 1.3 in T1 to 4.08 ⫾ 1.2 in T3 (P = 0.004),
torial variant of the CERT, children gave higher mean values of while the Pictorial-CERT values changed imperceptibly from
6.2 ⫾ 1.3 [CoV% = 20.8%; range = 4 to 10 (‘just feeling a strain’ 6.16 ⫾ 1.3 to 6.02 ⫾ 1.3 (P = 0.267). The CoV% in the third test
to ‘so hard I’m going to stop’)]. Only a few children gave ratings was also lower for the Pictorial-CERT compared with the CR-10
exceeding 5 (heavy) on the CR-10 Scale, raising concerns about Scale (21.6% vs. 29.4%). In addition, the correlations between
the proper understanding of these grades. the two scales (CR-10 and Pictorial-CERT) increased signifi-
Perceived effort on the Borg CR-10 Scale and Pictorial-CERT cantly at the time of T3 (r = 0.642 vs. 0.835 for T1/T2 and T3,
for three different exercise intensities in the three tests is pre- respectively; z = -2.21; P = 0.027).
sented in Table 4. ICCs of the ratings from the CR-10 and the Pictorial-CERT
For perceived effort ratings, significant main effects were in T1/T2 and T3, which can be interpreted as a measure of
found for scale (F1,50 = 202.5; P < 0.05) and treadmill gradient the test–retest reliability (or long-term repeatability), were
(F1,50 = 119.8; P < 0.05). No significant interactions (P > 0.05) also highly significant: r = 0.540 and r = 0.773 respectively
were found for perceived effort, HR, VE and VO2 data. Correla- (P < 0.001 for both). However, the ICC for the Pictorial-CERT
tion coefficients for perceived effort rated by the two scales with was significantly higher (z = -2.07; P = 0.038). In line with these
some physiologic measures of exercise intensity (oxygen uptake, results, the limits of agreement of the mean values of the
HR and exercise ventilation) are presented in Table 5. Pictorial-CERT score were narrower compared with the CR-10
Effort perceptions in the three tests (T1/T2 and T3) assessed Scale. A comparison between the two scales (T1/T2 and T3)
with both the CR-10 and the Pictorial-CERT were significantly with the mean ratings at peak exercise, mean differences, limits
correlated (P < 0.001) with VO2, HR and exercise ventilation of agreement, and ICCs are presented in Table 6.
for all children. The Pearson correlation coefficients for the A Bland and Altman diagram plotting differences between
Pictorial-CERT were significantly higher (P < 0.05; Fisher the two scales in T3 against the respective mean values is pre-
z-transformation) than for the CR-10 Scale. Neither of the sented in Fig. 3. The solid line represents the bias estimated by

© 2007 The Authors


Journal compilation © 2007 Blackwell Publishing Ltd, Child: care, health and development, 34, 1, 35–43
40 B. Marinov et al.

Table 6. Comparison of mean (SD) scores of different scales in different tests, and test–retest reliability (ICC) (n = 50)

Mean (SD) Mean (SD) Mean (SD) Limits of


RPE scale First scale Second scale Difference* agreement† P-value‡ ICC (95% CI)
Borg (T1 or T2) & Borg (T3) 4.6 (1.3) 4.1 (1.2) 0.52 (1.22) -1.87 + 2.91 0.004 0.54 (0.31–0.71)
PCERT (T1 or T2) & PCERT (T3) 6.2 (1.0) 6.0 (1.3) 0.14 (0.88) -1.58 + 1.86 0.267 0.77 (0.63–0.86)
PCERT (T1 or T2) & Borg (T2/T1) 6.2 (1.0) 4.6 (1.3) 1.56 (1.09) -0.58 + 3.70 <0.001 0.64 (0.44–0.78)
PCERT (T3) & Borg (T3) 6.0 (1.3) 4.1 (1.2) 1.94 (0.74) 0.49 + 3.39 <0.001 0.84 (0.73–0.90)

*Mean difference between the first and the second test.


†Mean difference ⫾1.96 SD.
‡P-value on differences between RPE scales from paired t-test.
ICC, intraclass correlation coefficient; CI, confidence interval; T1 and T2, tests in the first session; T3, test in the second session.
PCERT, Pictorial vision of the Children’s Effort Rating Table.

5.0 Table 7. Comparison of the ratings obtained with the two scales in the
first and the second sessions in the groups of normal-weight and
overweight children
4.0 Borg CR-10 PCERT
Body mass T1 or T2 T3 T1 or T2 T3
Normal 4.3 ⫾ 1.1 3.8 ⫾ 1.1 5.9 ⫾ 1.0 5.8 ⫾ 1.3
3.0
(n = 35) (n = 36) (n = 35) (n = 36)
Overweight 5.3 ⫾ 1.5 4.8 ⫾ 1.4 6.7 ⫾ 1.7 6.7 ⫾ 1.4
(n = 15) (n = 14) (n = 15) (n = 14)
PCERT - Borg CR-10

2.0 P-value 0.041 0.026 0.035 0.033

PCERT, Pictorial vision of the Children’s Effort Rating Table.

1.0

The values of BMI (kg/m2) for normal and overweight groups


0.0 were 16.2 ⫾ 1.4 vs. 22.5 ⫾ 2.2 at the time of T1/T2 respectively.
For T3, the corresponding values were 18.5 ⫾ 1.7 vs. 26.0 ⫾ 3.6
respectively. It is evident that the greater the BMI, the higher the
-1.0
increase in effort perception. There were significant differences
2 3 4 5 6 7 8 9
between the groups across all trials, regardless of which per-
ceived effort rating scale was used. Effort perception ratings
(PCERT + Borg CR-10)/2
correlate significantly with BMI and % body fat in the two
Figure 3. Bland and Altman plot of the two scales in the third test (T3). sessions (r = 0.3–0.4; P < 0.05 for all).
The petals represent the number of cases in a single locus; the solid
reference line: the mean difference; upper dashed line: mean + 2 SD; and
lower dashed line: mean - 2 SD. PCERT, Pictorial vision of the Children’s
Effort Rating Table. Discussion
The study observed that children in the 10th year of their life
the mean difference of two scales’ values, and the dashed lines
find it easier to use a combination of styled images and charac-
are drawn at a distance of mean ⫾ 2 SD. The results from appli-
teristic verbal phrases associated with the Pictorial-CERT. In
cation of this method show wide limits of agreement of the
addition, the long-term repeatability of the Pictorial-CERT was
mean values (bias = 1.93, 0.46 and 3.42), providing evidence
significantly better than that of the CR-10 Scale.
that the difference between the numerical expressions of the
In this study, we used identical treadmill protocols to ascer-
two scales is substantial.
tain unbiased comparisons of perceptual understanding. The
treadmill exercise test involved brisk walking until achievement
Effect of overweight on effort perception
of volitional exhaustion or peak VO2. This is a recognized test
The effect of excess body mass (overweight and obesity) on the for assessing aerobic performance in children. It avoids the
mean ratings of effort perception is presented in Table 7. problem of the maximal test being too strenuous and unlikely to

© 2007 The Authors


Journal compilation © 2007 Blackwell Publishing Ltd, Child: care, health and development, 34, 1, 35–43
Pictorial and verbal scales for effort estimation 41

relate to daily activities. In the present study, children attained perception determined by the Pictorial-CERT. This finding is
HRs that ranged from 168 to 192 beats per min. This range is in agreement with most of the other studies that have vali-
similar to that reported in previous studies that have used the dated scales of perceived exertion (Eston & Williams 1986;
Borg RPE scale (Ward et al. 1991) and Pictorial-CERT (Roem- Groslambert et al. 2001), differing only by the magnitude of
mich et al. 2006). The testing protocol may have been a factor the correlations.
which accounted for why some children did not appear to Product–moment correlation analysis between the results of
achieve maximal HRs (Armstrong & Welsman 1994). This two measurement methods cannot always be regarded as an
could be due to the muscular effort required and the associated indicator of agreement. Highly significant correlation coeffi-
local lactate production in the legs to walk up such steep gradi- cient can conceal a considerable lack of agreement (Bland &
ents near the terminal point of the test. Altman 1986). A plot of the difference between the methods
Several studies have validated the original CERT proposed by against their mean may be more informative (Bland & Altman
Williams and colleagues (1994). Studies that have compared the 1986). The lack of agreement between the Borg and Pictorial-
CERT with the 6–20 RPE during stepping in children aged CERT was shown in Fig. 3, where the discrepancies between the
5–9 years (Williams et al. 1994), and during cycling exercise in ratings reached ⫾2.1 scale points. These differences can be
children aged 8–11 years (Lamb 1996) and 10–11 years (Leung designated to the specific rating concept of the scales and the
et al. 2002), provided further support for its use. heterogeneous cognitive level of development of the children
In the present study, the relationship between physiological (Ward & Bar-Or 1990).
measures and rating scales indicated that the Pictorial-CERT Fatness and excess bodyweight do not necessarily imply a
consistently correlated more highly with measures of exercise reduced ability to consume oxygen, but obesity appears to have
intensity (VO2, HR, VE) than the CR-10 Scale. A study by Leung an adverse effect on submaximal aerobic capacity (Goran et al.
and colleagues (2002) on 69 Chinese children assessed the 2000). In line with Ward and Bar-Or (1990), a greater awareness
concurrent validity and the reliability of a Chinese-translated of fatigue was found in the obese children (Marinov et al. 2002).
(Cantonese) version of the Borg 6–20 RPE and the CERT In the present study, overweight and obese children demon-
during cycling. The correlations for CERT, power output, HR strated significantly greater RPE, irrespective of the trials and
and oxygen uptake were consistently higher than those for the the rating scales.
6–20 RPE Scale. They also reported higher reliabilities (ICCs) We also confirmed the practical applicability of the Pictorial-
for the CERT (0.96 and 0.89 for the CERT and the Borg 6–20 CERT in 10- to 11-year-old boys and girls. According to the ICC
Scale respectively). analysis in our study, the CR-10 Scale gives way to the Pictorial-
When testing concurrent validity, we found significant cor- CERT regarding its long-term repeatability (r = 0.540 and
relation coefficients for VO2, HR, VE and the RPE scales, which r = 0.773, respectively; P = 0.038). It is worth noting that only
ranged from moderate to very high (0.512–0.878) in the whole ICCs higher than 0.7 were taken to be reliable (Williams et al.
group. These correlations are comparable to those established 2001).
by Utter and colleagues (2002) on similarly aged children tested Somatic and lung growth results in significantly higher body
with the Borg 6–20 Scale and a children’s variant of the OMNI mass, lung volumes and ventilation in 13-year-old children.
scale. A test of construct validity showed a moderate to high These changes are consistent with the higher VO2 and VE at peak
positive linear relationship between the CR-10 Scale and the exercise and are consistent with data in the literature (Cotes
Pictorial-CERT (0.642 and 0.839 in T1/T2 and T3 respectively). 1993). It is unlikely that there will be a significant change in
The relationship between perceived effort and oxygen uptake perceived exertion in this particular age interval, which is to
(VO2), using variations of the CERT, has been documented in some extent confirmed by the reliability results after 3 years.
several studies (Leung et al. 2002; Roemmich et al. 2006). In our Support for this observation is provided by another study in
sample the correlations ranged between 0.701 and 0.878, which effort perception was estimated by the CR-10 Scale in the
depending on the scale and the test. Regarding the relation age span of 7–14 years in a mixed gender sample of 614 children
between the CR-10 and VO2, our findings are similar to other (Marinov 2003).
studies (Mahon & Marsh 1992), and the correlations range from There were several limitations to our study. The applied
0.0.678 to 0.725. treadmill protocol was able to elicit HR and VO2 responses
A good relationship has been reported between RPE and slightly above 80% of the predicted maximum. We could not
HR (Borg 1982), but a causal link has been rejected. Our extend the analysis beyond this level. In addition, we utilized a
study observed significant correlations between HR and effort continuous protocol, and the influence of fatigue on effort per-

© 2007 The Authors


Journal compilation © 2007 Blackwell Publishing Ltd, Child: care, health and development, 34, 1, 35–43
42 B. Marinov et al.

ception cannot be totally eliminated (Eston & Parfitt 2006). For Eston, R. G. & Parfitt (2006) ‘Effort perception’. In: Paediatric
efficacy reasons, we preferred a saturated testing scheme (T1, T2 Exercise Physiology (ed. N. Armstrong), pp. 275–298. Elsevier,
and T3 with combined reading) and careful standardization of London, UK.
Eston, R. G., Parfitt, G., Campbell, L. & Lamb, K. L. (2000) Reliability
the protocol.
of effort perception for regulating exercise intensity in children
using the Cart and Load Effort Rating (CALER) Scale. Pediatric
Exercise Science, 12, 388–397.
Conclusion Goran, M., Fields, D. A., Hunter, G. R., Herd, S. L. & Weinsier, R. L.
(2000) Total body fat does not influence maximal aerobic capacity.
Children have a better comprehension of perceived exertion
International Journal of Obesity and Related Metabolic Disorders, 24,
when a combination of pictorial and verbal descriptors is used. 841–848.
The Pictorial-CERT appears to be more reproducible than the Groslambert, A., Hintzy, F., Hoffman, M. D., Dugue, B. & Rouillon, J.
CR-10 Scale, and would be more sensitive because it offers finer D. (2001) Validation of a rating scale of perceived exertion in young
adjustment. Concurrent and construct evidence is presented in children. International Journal of Sports Medicine, 22, 116–119.
this study, which justifies the use of a pictorial variant of the Lamb, K. (1996) Exercise regulation during cycle ergometry using the
CERT to estimate RPE during treadmill exercise. These findings CERT and RPE scales. Pediatric Exercise Science, 8, 337–350.
Leung, M. L., Chung, P. K. & Leung, R. W. (2002) An assessment of
confirm the potential of pictorial child-specific scales for use
the validity and reliability of two perceived exertion rating scales
with prepubescent children and suggest that further research
among Hong Kong children. Perceptual and Motor Skills, 95,
using such scales is desirable. 1047–1062.
Mahon, A. D. & Marsh, M. L. (1992) Reliability of the rating of
perceived exertion at ventilatory threshold in children.
Acknowledgement International Journal of Sports Medicine, 13, 567–571.
Marinov, B. (2003) Physiologic and pathophysiologic aspects of
We would like to thank Professor Roger Eston for his helpful exercise gas exchange in school children. Doctoral Thesis. Medical
comments and final revision of the manuscript. University, Plovdiv, Bulgaria (in Bulgarian).
Marinov, B., Kostianev, S. & Turnovska, T. (2002) Ventilatory
efficiency and rating of perceived exertion in obese and non-obese
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