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The Psychosocial Adjustment to Illness Scale (PAIS-SR) is a frequently used self-report measure,
yet its factor structure, reliability, and validity have not been tested adequately on a sample of persons
with cancer. A group of persons with cancer (N = 502) completed the PAIS-SR and other measures
of adjustment and coping. A principal-axis factor analysis with varimax rotation yielded 7 factors:
This article is intended solely for the personal use of the individual user and is not to be disseminated broadly.
Social and Leisure Activities (.86), Job and Household Duties (.85), Psychological Distress (.87),
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Sexual Relationship (.92), Relationships With Partner and Family (.70), Health Care Orientation
(.61), and Help From Others (.63). Values in parentheses are Cronbach's as for the factors; a for
the entire scale was .93. Correlations with measures of disease impact, adjustment, and coping
support the validity of the PAIS-SR and its use for cancer research.
Advances in medical care and changing attitudes toward ill- The PAIS was devised originally for, and initially validated
nesses such as cancer and renal disease have resulted in increas- on, persons with cancer and their families (Morrow et al.,
ing numbers of people who are living longer with chronic dis- 1978). A recent review of measures of psychological function-
eases. Treatments for many serious and chronic diseases have ing used in.research on adjustment to cancer (Gotay & Stern,
severe side effects that may tax the person's coping capacity. 1995) indicated that the PAIS is still widely used to assess
This increase in longevity and the severity of side effects have psychosocial adjustment in persons with cancer. However, Gotay
provoked a concomitant interest in the psychosocial adjustment and Stern (1995) have strongly endorsed the need for research
of those who survive serious diseases and endure treatments for on the psychometric properties of those measures and their re-
those diseases. That interest has spawned a number of measures finement. Furthermore, they suggest that factor analytic and va-
to assess adjustment (e.g., Derogatis & Derogatis, 1990; Viet & lidity studies need to be conducted to ascertain the structure
Ware, 1983) and quality of life (e.g., Cella et al., 1993). The and quality of measures used in psychosocial oncology research.
relevance of the concept of adjustment to illness is underscored The PAIS-SR is very similar to the PAIS in that both mea-
by the finding from a prospective longitudinal study that for sures contain 46 items that cover seven domains of psychosocial
the same disease the cost of health care for people who are functioning. The subscale Health Care Orientation assesses "pa-
poorly adjusted to chronic illness is approximately $24,000 an- tient attitudes, quality of information, and the nature of the
nually compared with approximately $10,000 for their well- patient's expectations about his/her disorder and its treatment"
adjusted counterparts (Browne et al., 1990). (Derogatis & Derogatis, 1990, p. 8). Vocational Environment
One of the most prevalent measures of adjustment appearing taps "perceived quality of job performance, job satisfaction,
in the health psychology literature is the Psychosocial Adjust- lost time, job interest, and a number of other variables that are
ment to Illness Scale, which was devised by Derogatis and his associated with the nature of vocational adjustment'' (p. 8). The
colleagues (Derogatis & Derogatis, 1990; Morrow, Chiarello, & items that compose the Domestic Environment scale ' 'measure a
Derogatis, 1978). There are two versions of the Psychosocial number of aspects of family living, including financial impact
Adjustment to Illness Scale. One is administered in a structured of the illness, quality of relationships, family communications,
interview format (PAIS); the other is a self-report form and effects of physical disabilities" (p. 9). The Sexual Relation-
(PAIS-SR). ship scale assesses "sexual interest, frequency, quality of perfor-
mance, and level of satisfaction" (p. 10). Extended Family
Relationships contains items that assess "any negative impact
Thomas V. Merluzzi and Mary Ann Martinez Sanchez, Department of the illness upon communication, quality of relationships, in-
of Psychology, University of Notre Dame. terest in interacting with family and other variables reflective of
We wish to acknowledge the support of Rafat Ansari, Thomas Troeger, this domain" (p. 11). The Social Environment scale is used to
David Taber, Juan Garcia, Rhonda Critchlow, and the staff of Michiana "determine the degree to which the patient has suffered incur-
Hematology-Oncology; Marti Verfurth, executive director of Memorial sions due to illness into his/her typical social and leisure activi-
Hospital's Regional Cancer Center, and her staff; and the many dedicated ties" (p. 12). Finally, Psychological Distress covers "indicators
undergraduates in the seminar on psychooncology who served as research of psychological distress such as anxiety, depression and hostil-
assistants. Also, we would like to extend our gratitude to the many persons
ity, as well as reduced self-esteem, body image problems and
with cancer who graciously agreed to participate in this research.
Correspondence concerning this article should be addressed to inappropriate guilt" (p. 13).
Thomas V. Merluzzi, Department of Psychology, University of Notre The PAIS-SR continues to be used in research on adjustment
Dame, Notre Dame, Indiana 46556. Electronic mail may be sent via the to cancer (e.g., Gotcher, 1992; Howes, Hoke, Winterbottom, &
Internet to merluzzi.l@nd.edu. Delafield, 1994; Lowery, Jacobsen, & DuCette, 1993; Mer-
269
270 MERLUZZI AND MARTINEZ SANCHEZ
luzzi & Martinez Sanchez, 1997), including bone marrow trans- based regional cancer center and a large private-practice oncology clinic.
plantation (Andrykowski et al., 1992; Jenkins, Linington, & Participants ranged in age from 21 to 90 years, with a median of approxi-
Whittaker, 1991); choice of breast surgery (Wolberg, Tanner, mately 60. Sixty-nine percent of the participants were married, 13%
Romsaas, Trump, & Malec, 1987); and family functioning widowed, and 7% divorced. Equal numbers (36%) were employed or
retired, and 14% were full-time homemakers. Approximately 55% made
(Friedman et al., 1988). It also has been used to study adjust-
$25,000 per year or less, and 45% made more than $25,000 per year.
ment to lupus (Engle, Callahan, Pincus, & Hochberg, 1990); Most participants had completed high school (44%), some had attended
renal disease (Fricchione et al., 1992); heart surgery (Langelud- college (18%), and still fewer had earned college degrees (8%). Most
decke, Tennant, Fulcher, Baird, & Hughes, 1989); pain (Crook, were Protestant (55%) and Caucasian. Members of minority ethnic
Tunks, Kalaher, & Roberts, 1988); and hypertension (DeVon & groups constituted 8% of the sample, but it had a broad range of age
Powers, 1984). and socioeconomic status (SES).
Although the PAIS-SR has been used extensively in research A variety of cancer diagnoses were represented: breast (37%),
on adjusting to cancer, its psychometric properties, in particular lymphoma (13%), lung (13%), colorectal (8%), prostate (5%), uter-
its internal consistency and factor structure, have not been re- ine/ovarian/cervical (8%), leukemia (3%), brain (3%), organ/stom-
This article is intended solely for the personal use of the individual user and is not to be disseminated broadly.
ported. Internal consistency data are available for a small sample ach (2%), testicular (2%), and other (6%). Most had been treated
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Adjustment. The Mental Health Index (MHI), developed by Viet global scores of the PAIS-SR differed as a function of site.
and Ware (1983), is an indicator of psychological distress and psycho- Approximately 85% of the participants were tested at the clinic,
logical well-being in the general population. The scale consists of 38 whereas the remaining were recruited from the hospital. A ran-
items that were rated on a 0-5 scale, with higher scores indicating dom sample of 100 participants from the clinic were compared
greater psychological well-being.
with the 78 from the hospital. No overall difference was found
Social support. The Interview Schedule for Social Interaction (Ber-
geman et al., 1990) contains 24 items for which the participant indicated on the global score of the PAIS-SR; thus, the data from all
(on a 3-point scale) how often a supportive behavior occurred and, on participants were grouped together for further analyses.
the same scale, how satisfied he or she was with that support. A greater
level of support was associated with higher scores on this measure. Factor Analysis
Coping. The COPE Scale (Carver, Scheier, & Weintraub, 1989) is
a 52-item measure that contains scales for problem-focused and emotion- The goals of the factor analysis were threefold. The first goal
focused coping. Participants indicated on a 4-point scale the extent to was to confirm the conceptually derived scales of the PAIS-
which each item applied to them ( 1 = 7 usually don't do this at all to SR, the second was to examine the internal consistency of the
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4 = 1 usually do this a lot). High scores are indicative of high levels factors, and the third was to explore the relationship of the
This document is copyrighted by the American Psychological Association or one of its allied publishers.
Table 1
Factor Analyses of the Psychosocial Adjustment to Illness Scale—Self Report
Factor loadings
Original Item
scale no. Item summary 1 2 3 4 5 6 7
Note. Boldface type indicates the factor with the highest loading. SE = Social Environment, EF = Extended
Family, VE = Vocational Environment, DE = Domestic Environment, HCO = Health Care Orientation, PD =
Psychological Distress, SR = Sexual Relationship.
FACTOR STRUCTURE OF THE PAIS-SR 273
scale and the Help From Others factor correlated .82. The Ex- chological Distress (Factor 3), which had a very strong correla-
tended Family scale and the Relationship with Partner and Fam- tion with the MHI.
ily factor had no strong counterparts. Social support. The positive correlations of the Psychologi-
cal Distress, Relationships With Partner and Family, and Health
Care Orientation factors with the ISSI indicated that more social
Internal Consistency Analyses support is associated with better adjustment to cancer in those
Coefficient alpha for the entire 46-item PAIS-SR scale was domains. However, it is interesting to note that for Help From
.93 for this sample. Analyses of the reliability of the original Others, a factor for which we anticipated a positive correlation,
conceptually derived scales revealed a range of values from .50 none was obtained.
to .87, and the alpha values for the scales derived from the factor Coping. The correlations of the factors of the PAIS-SR
analysis were somewhat higher than those for the original scales, with the CBI, a measure of self-efficacy for coping with cancer,
ranging from .61 to .92 (see Table 2). reflected a relationship between confidence in one's ability to
perform a variety of coping behaviors (e.g., cope with treat-
This article is intended solely for the personal use of the individual user and is not to be disseminated broadly.
Correlations of the PAIS With Other Measures tive attitude, etc.) and positive adjustment. Clearly, confidence
in the ability to execute coping behaviors and strategies contri-
The unweighted factor scores from the 46-item PAIS-SR were butes to more positive adjustment to cancer.
correlated with measures of disease impact, adjustment, social The correlations of the factors with the Problem Focused
support, coping, and medical and demographic information. (PF) and Emotion Focused scales of the COPE were mixed and
Disease impact and stage. As anticipated, the factors of the not as anticipated. For example, the negative correlation of the
PAIS-SR were correlated negatively with the SIP and positively Social and Leisure Activities factor with the COPE-PF indicates
with the KPS, indicating that increases in the impact of the that higher levels of problem-focused coping are associated with
disease were associated with decreased adjustment (Table 3). poorer social adjustment. We expected the opposite. Similarly,
That relationship was particularly true of those factors that in- greater emotion-focused coping was associated with poorer ad-
volve social (Factor 1), vocational, household (Factor 2), or justment with respect to Help From Others. That is, managing
sexual activities (Factor 4), as well as receiving help from others emotions was associated with poorer adjustment to receiving
(Factor 7). Also, stage at diagnosis was correlated with adjust- help from others. Other correlations are more interpretable. For
ment across most of the factors of the PAIS-SR. The more example, greater emotion-focused coping was associated with
advanced the stage of the disease at diagnosis, the poorer the better adjustment on the Health Care Orientation factor. Perhaps
adjustment in most domains. However, the strength of those controlling extreme emotions allows better access to medical
correlations was less than that of the SIP. information and better treatment by medical staff. Finally, a
Adjustment. Relatively strong correlations with the MHI single significant correlation with Religiosity on the Health Care
across all factors are indicative of a pervasive mental health Orientation factor may indicate that those who endorsed engag-
component in the PAIS-SR. That was particularly true for Psy- ing in religious practices were better adjusted with respect to
the medical aspects of the disease than those who did not engage
in religious practices.
Table 2 Demographic and medical. Time since diagnosis was not
Cronbach 's Alpha Coefficients for the Original Scales of the related to adjustment. Age, on the other hand, had an interesting
PAIS-SR and the Seven-Factor Solution pattern of correlations with the factors. The correlations of age
with Psychological Distress and Relationship With Partner and
Scale a Family indicate that greater adjustment is associated with in-
creasing age. Thus, older people who have cancer may be better
Original scales adjusted psychologically and in their close relationships than
Social Environment .83
Vocational Environment .84 younger people. The negative correlation of age with the Sexual
Psychological Distress .87 Relationship factor may reflect the effects of both disease
Sexual Relationship .84 and age.
Domestic Environment .74 The correlations of income with several factors of the PAIS-
Health Care Orientation .50
Extended Family .51 SR attest to the notion that SES has an effect on adjustment to
Total scale (46 items) .93 disease. The greater the income of the person with cancer, the
Seven-factor solution greater the adjustment in Social and Leisure Activities, Job and
Social/Leisure Activities .87 Household Duties, Sexual Relationship, and Help From Others.
Job and Household .85 Education was minimally related to adjustment, except that
Psychological Distress .87
Sexual Relationship .92 more highly educated people with cancer adjust better with
Partner/Family Relationships .70 respect to their sexual relationship.
Health Care Orientation .61
Help From Others .63
Total scale (46 items) .93 Discussion
Note. PAIS-SR = Psychosocial Adjustment to Illness Scale—Self- With some exceptions, the original conceptually derived
Report. scales of the PAIS-SR emerged in the factor solution. Two of the
274 MERLUZZI AND MARTINEZ SANCHEZ
Table 3
Correlations of the Factors of the PAIS-SR With Disease-Related Measures
and Demographic Variables
Factor
Measure
Disease impact
SIP _ 49** -.54** -.30** -.40** -.16** -.12** -.31**
KPS" .40** .44** .16 .21** .02 .18* .33**
MHI" .35** .50** .71** .33** .41** .46** .46**
Support
issr .16 .15 .18* .08 .33 .25** .07
Coping
This article is intended solely for the personal use of the individual user and is not to be disseminated broadly.
original scales, Psychological Distress and Social Environment, from the Domestic Environment Scale loaded on that factor.
emerged intact in the factor analysis. The Social Environment These items focused on the degree to which the person is physi-
items were strongly associated with Factor 1. The two additional cally disabled (Item 21) and how much the illness interferes
items in Factor 1, from the original Extended Family scale, were with household duties and chores (Item 17). These items had
associated with this factor, which may reflect interest in social relatively high loadings on Factor 2 but also had moderate load-
activities with the extended family. Thus, Factor 1 emerged as ings on Factor 1, which may indicate that physical disability
similar to the original Social Environment scale and reflects and interference with routine household activities is also associ-
interest and involvement in social and leisure activities. Mainte- ated with the ability to engage in leisure and social activities.
nance of those activities is tantamount to positive adjustment to We might have expected Item 18 from the Domestic Environ-
illness. ment scale, dealing with shifts in family duties, to load on Factor
The original Sexual Relationship scale did emerge, in part, 2 (Job and Household Duties); however, it was one of four
as Factor 4. However, it is interesting to note that two items items to form Factor 7 (Help From Others). Factor 7 also has
from the original scale appeared to be associated more strongly one item from the Extended Family Scale, which reflects the
with Factor 5 (Relationship With Partner and Family) than with need for help from the extended family. This factor represents
Factor 4 (Sexual Relationship). A close examination of these the support one might get from family and friends to help com-
items revealed that, in the case of one item (Item 23) the content pensate for the impact of the illness. However, the negative
focuses on how an illness can cause problems in a relationship correlations of this factor with measures of disease impact indi-
with a spouse or partner. There is no mention of sexual problems cate that more impaired individuals have a more difficult time
in that item. The other item (Item 28) does mention interference adjusting to the help they receive from others.
with a couple's sexual relationship but tends to emphasize, to The most unique scale to emerge from the factor analysis is
a greater extent, the fact that illness may cause arguments. The Factor 5, Relationship With Partner and Family. It draws items
association of those two items with Factor 5 (Relationships With from the original Domestic Environment, Sexual Relationship,
Partner and Family) does confirm their emphasis on relation- and Extended Family scales. This factor represents the quality
ships rather than on sexual interest or performance. of the significant relationships in the patient's life. The items
Items from the Vocational Environment scale did emerge on cohere around a theme of how the patient's illness has affected
Factor 2, which reflected the degree to which the illness inter- those relationships, which in turn has an impact on adjustment.
feres with the performance of one's job. In addition, two items The correlations with measures of disease impact and stage
FACTOR STRUCTURE OF THE PAIS-SR 275
support the notion that cancer and its treatments may take their not needed before the disease. Perhaps people who have more
toll on patients and that in turn reduces their level of adjustment. material resources are able to take advantage of not only family
That reduction in level of adjustment is found to a greater extent resources (e.g., paying a relative for transportation) but also
in the social, vocational, and sexual domains than in other do- commercial services that make daily living easier (e.g., a house-
mains. Thus, it appears that limitations on physical activity have cleaning service). Thus, having greater financial resources may
direct bearing on adjustment in domains that involve remaining allow for better adjustment because it provides the ability to
active. These correlations are significant and strong but do allow maintain certain aspects of one's lifestyle despite the disease.
for other influences on adjustment. The similarity in the pattern
of correlations between the SIP, which is self-report, and the
Conclusion
KPS, which is "other" report, provide some measure of confi-
dence in the findings. Moreover, there are implications for medi- The PAIS-SR is an internally consistent measure with a fac-
cal and psychological practice. To the extent that medical and tor structure that taps seven domains of adjustment to disease.
psychological interventions either prevent debilitating states or The validation data suggest that it is significantly related to
This article is intended solely for the personal use of the individual user and is not to be disseminated broadly.
provide for recovery from those states, the level of adjustment variables that have been associated with adjustment to cancer.
This document is copyrighted by the American Psychological Association or one of its allied publishers.
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