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Aging & Mental Health

ISSN: 1360-7863 (Print) 1364-6915 (Online) Journal homepage: http://www.tandfonline.com/loi/camh20

The COPE index--a first stage assessment of


negative impact, positive value and quality of
support of caregiving in informal carers of older
people

K. J. McKee , I. Philp , G. Lamura , C. Prouskas , B. Öberg , B. Krevers , L.


Spazzafumo , B. Bien , C. Parker , M. R. Nolan & K. Szczerbinska

To cite this article: K. J. McKee , I. Philp , G. Lamura , C. Prouskas , B. Öberg , B. Krevers , L.


Spazzafumo , B. Bien , C. Parker , M. R. Nolan & K. Szczerbinska (2003) The COPE index--
a first stage assessment of negative impact, positive value and quality of support of
caregiving in informal carers of older people, Aging & Mental Health, 7:1, 39-52, DOI:
10.1080/1360786021000006956

To link to this article: http://dx.doi.org/10.1080/1360786021000006956

Published online: 09 Jun 2010.

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Aging & Mental Health 2003; 7(1): 39–52

ORIGINAL ARTICLE

The COPE index—a first stage assessment of negative impact,


positive value and quality of support of caregiving in
informal carers of older people

K. J. MCKEE1, I. PHILP1, G. LAMURA2, C. PROUSKAS3, B. ÖBERG4, B. KREVERS4,


L. SPAZZAFUMO2, B. BIEŃ5, C. PARKER1, M. R. NOLAN1 & K. SZCZERBINSKA6
ON BEHALF OF THE COPE PARTNERSHIP
1
University of Sheffield, UK; 2INRCA, Ancona, Italy; 3Sextant, Athens, Greece; 4University of Linko¨ping,
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Sweden; 5Medical Academy of Bialystok, Poland & 6Jagiellonion University, Krakow, Poland

Abstract
Data was collected in five countries from informal carers of older people (n ¼ 577) via a common protocol. Carers
completed: (1) a 17-item version of the Carers of Older People in Europe (COPE) Index, an assessment of carers’
perceptions of their role; (2) a questionnaire on demographic and caregiving circumstances; and (3) three instruments
included for the criterion validation of the COPE Index (the General Health Questionnaire, the Hospital Anxiety and
Depression Scale, and the World Health Organization Quality of Life-BREF). Principal Component Analysis of the
COPE Index was followed by internal consistency analysis of emergent components. Scales derived by summing items
loading on the components were analyzed for their association with the criterion measures. Two components, negative
impact and positive value, emerged consistently across countries. A third component, quality of support was less consistent
across countries. Scales derived from the negative impact and positive value components were internally consistent
and significantly associated with the criterion validity measures. These two scales and four items drawn from the quality
of support component were retained in the final COPE Index. While further testing is required, the COPE Index has current
utility in increasing understanding of the role perceptions of carers of older people.

Introduction experienced by family members caring for impaired


older adults’ (George & Gwyther, 1986, p. 253). The
In the face of the challenge of ageing populations, dominance of caregiver burden as the main focus for
many industrialized countries are pursuing policies research and intervention has been criticized
to enable older people to live at home as long as (Warnes, 1993). Like any relationship, a caregiving
possible (Dooghe, 1992; Walker et al., 1993). In relationship can be the source of satisfaction and
achieving this aim, emphasis has been placed on the pleasure, as well as upset and frustration (Finch &
role of family and other informal carers (Alber, Mason, 1993). Caregiving is fundamentally a com-
1993), who provide up to 80% of the support needed plex task, and a focus on caregiver burden in
by older people (Walker, 1995). Although carers are isolation from other positive aspects of the caregiving
often viewed primarily as a resource, there is relationship is therefore unlikely to provide a
increasing awareness that they have needs in their comprehensive explanation of the outcomes
own right (Twigg & Atkin, 1994). Identification of of informal care of older people (Nolan et al., 1996;
carers and an adequate assessment and response Rapp & Chao, 2000). Directing supportive efforts
to their needs, are therefore essential components of only towards the reduction of burden may actually
policies for the care of older people across Europe serve to make a caregiving relationship more proble-
(Davies, 1995; Department of Health, 1996). matic, while ignoring opportunities to enhance
Much of the research into caregiving has focussed the satisfactions gained from the relationship
on what has been termed the caregiving burden (Cartwright et al., 1994). Furthermore, burdened
(Zarit et al., 1980), the ‘physical, psychological or carers that derive satisfaction from their role may
emotional, social and financial problems that can be require different intervention than burdened carers

Correspondence to: Professor I. Philp, SISA, Community Sciences Centre, Northern General Hospital, Sheffield S5 7AU,
UK. Tel: 114 271 5124. Fax: 114 271 5771. E-mail: i.philp@sheffield.ac.uk

Received for publication 5th November 2001. Accepted 24th April 2002.

ISSN 1360–7863 print/ISSN 1364–6915 online/03/010039–014  Taylor & Francis Ltd


DOI: 10.1080/1360786021000006956
40 K. J. McKee et al.

who find little that is positive in a caregiving role from Italy, 101 (17.5%) from Bialystok, Poland, and
(Montgomery & Williams, 2001). 58 (10.1%) from Krakow, Poland. To meet the
Valid and reliable assessment instruments are criteria for inclusion in the study as an informal
required that enable practitioners to understand the carer, participants had to be a relative, friend or
complexities of the caregiving role, as service systems neighbour of a person aged 65 or above, having a
increasingly seek to work in a way that complements minimum of weekly contact with that person in order
and supplements, rather than replaces, the efforts to provide physical, emotional, domestic or financial
of family carers (Evers, 1995; Lyons et al., 2000). support.
However, despite advances in recent years, the needs
of family carers are rarely accorded priority and, if an
assessment occurs at all, it is usually ad hoc and Materials
implicit (Fruin, 1998). Currently, the dominant
model for triggering formal intervention in informal COPE Index. The development of the COPE Index
care of older people is an assessment of need in the proceeded through a series of phases. The first phase
older person with regard to problems with activities consisted of a COPE project partnership meeting,
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of daily living (ADLs). However, such an approach involving researchers from the different countries
ignores the importance of the caregiver’s subjective participating in the project, to develop a prototype
perceptions, which have been shown to be highly first-stage assessment instrument for carers of older
influential in the outcomes of the caregiving relation- people. The meeting was facilitated by an extensive
ship (e.g., Philp et al., 1997). Thus, ADL assessment literature search of caregiver assessment instruments
of the older care-receiver is unlikely to provide (Borgemans et al., 2001), and focused on the
either a catalyst for improving professional under- theoretical framework to be adopted by the project
standing of the caregiving relationship, or a formula (Nolan et al., 1996). The meeting then moved on to
for resolving difficulties in that relationship proposing individual items for the assessment instru-
(Middleton, 1994). ment, and the response format most suitable for the
As partners in a European Commission funded items. Proposed items tapped positive and negative
project, we sought to develop an instrument for carer aspects of caregiving, and additionally examined
assessment, based on a theoretical model of caregiv- issues of social support. By the end of the meeting, a
ing for older people that emphasizes the carer’s prototype 12-item COPE Index in English was
subjective perceptions of both negative and positive produced.
aspects of caregiving (Nolan et al., 1996). We sought In the second phase of development, the Index
to develop a brief, first-stage assessment instrument underwent double-back translation from English into
that identifies carers who may need supportive Italian, Greek, Swedish, and Polish in order to
intervention and hence a more comprehensive establish linguistic equivalence. In phase three, the
assessment. The availability of such an instrument prototype instrument underwent cross-cultural face
may potentially facilitate an assessment process validation. This was achieved through engagement
that is currently hindered by time-consuming with an expert panel comprising researchers, policy
and unwieldy materials (Caldock, 1992). A literature makers, social care managers and practitioners, and a
review (Borgemans et al., 2001) confirmed the carer’s panel, in each of the five project countries. To
impression that no available instrument existed convene the expert panel, established contacts with
that met the following criteria: short and easy to relevant organizations and professional groups local
complete; covering positive and negative aspects of to the partnership research establishments in each
caring; and reflecting carers’ subjective perceptions country were used. The carer panel was convened
rather than their objective circumstances. Due to the in the same manner, utilizing contacts with local
European dimension to our project, the assessment carer groups. The background to the COPE project
instrument would also need to possess conceptual was explained in a presentation to the local groups
equivalence across participating countries. In this and organizations, and volunteers for participation
paper we describe the development of the Carers of in panels were requested. It was explained that
Older People in Europe (COPE) Index, and the the panels would participate in a focus group, the
psychometric evaluation of its factor structure, purpose of which was to examine and discuss
internal-consistency reliability, and criterion validity. the prototype COPE Index, to debate the concepts
used, to determine the importance of the domains
assessed, and to consider the structure and format of
Method the Index. The panel focus groups were convened,
structured, run, and analyzed in accordance with
Participants standard focus group methodology (Reed & Payton,
1997; Vaughn et al., 1996).
A total of 577 informal carers took part in the study, The fourth phase of development consisted of a
consisting of 106 (18.4%) from the UK, 126 (21.8%) meeting of the partnership researchers, to consider
from Sweden, 98 (17.0%) from Greece, 88 (15.3%) the results of the focus groups. As a consequence
The COPE Index: carer assessment 41

of recommendations arising from the focus group Procedure


transcripts analysis, five additional items were added
to the COPE Index. Item ordering, response format, Each COPE partnership site was charged with the
and data coding issues were finalized in the light of collection of data from a minimum of 85 carers. This
the focus group transcripts analysis, prior to a final figure meets Cattells’ (1978) upper estimate for
period of translation, again following the procedures acceptability of the cases-to-variable ratio in factor
adopted in phase two. analysis as 5 : 1 (his lower estimate of acceptability
The COPE Index used in the psychometric study being 3 : 1). A common recruitment and testing
reported here, was therefore the end product of the protocol was developed by the COPE partnership, to
above-described developmental process (Nolan & ensure that each partner adhered to a strict series of
Philp, 1999). This test version of the COPE Index procedures during data collection so as to minimize
consisted of 17 items, each item having four response bias. Inclusion and exclusion criteria for carers were
categories: never, sometimes, often, and always. developed, with a convenience-sampling framework
Selection of a response category by a participant adopted to provide a degree of flexibility in the
indicated the degree to which they personally protocol in acknowledgement of local conditions.
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experienced caregiving in the way described by an Key aspects of the common protocol were (1) agreed
item. Since the appropriateness of some of the items definition of an ‘informal’ carer, (2) processes for
varied depending on the social circumstances of the identification of and access to carers, (3) stan-
participants, a response category of not applicable dardized information to introduce the purpose and
was also provided for these items. requirements of the study, (4) use of the standar-
dized cross-culturally validated questionnaire for
Background questionnaire Background information deriving sample background data, (5) agreement on
about the carer and the cared for person was order of presentation of the study instruments, and
obtained using a structured questionnaire of 23 (6) use of a standard coding frame, incorporated into
items developed by the research team, which under- the questionnaire.
went the same translation procedures adopted for the The background questionnaire, together with the
COPE Index. Items addressed demographic infor- prototype COPE Index and the criterion validity
mation, caregiving history, and current caregiving measures, comprised the final questionnaire battery
circumstances. used in the psychometric study, with counterbalan-
cing of the order of the components within each
Criterion validation measures The COPE Index had site to minimize bias due to order effects. Carers
been developed to assess carers’ subjective percep- were identified and accessed via established channels
tions of positive and negative aspects of their in each data collection site, with snowballing
caregiving circumstances. Such perceptions have techniques employed to achieve the required
previously been found to be important influences sample size. Care was taken to ensure that carers
on carers’ mental health and quality of life (e.g., who had already contributed to the COPE Index
Jutras & Lavoie, 1995; Nolan et al., 1996; Russo development process were not resampled. Question-
et al., 1995). In order to test the criterion validity of naires were administered by supervised self-comple-
the COPE Index, the partnership selected ‘gold tion using trained research assistants, or through
standard’ instruments measuring mental health postal self-completion. Data collection occurred
and quality of life, available in the languages of in communal settings such as carer centres, day,
each of the countries of the COPE partnership and or general hospitals, or in the carer’s own home.
shown to have good validity and reliability. The Completed questionnaire schedules were collated at
selected measures were: each site and returned to one site for central coding
. The 28-item version of the General Health and data entry. The average response rate across
Questionnaire (GHQ; Goldberg & Williams, sites, calculated by determining the ratio of com-
1988), which provides an overall measure of pleted questionnaires to the total number of carers
psychological morbidity, and also resolves into contacted and asked to participate, was 82%, with
four scales: anxiety and insomnia, severe depres- the lowest response rate obtained in the UK (72%).
sion, somatic symptoms, and social dysfunction. GHQ data were not collected in Sweden, while
. The 14-item Hospital Anxiety and Depression WHOQoL-BREF data were only collected in one of
Scale (HADS; Zigmond & Snaith, 1983), which the two Polish sites.
resolves into two 7-item subscales assessing anxiety
and depression. Data analysis
. The World Health Organization Quality Of Life
(WHOQoL)-BREF (World Health Organization, The SPSS v10.0 for Windows database was used for
1998), a 26-item measure of quality of life, which all data analysis. Following data checking and data
resolves into four subscales tapping the following cleaning operations, preliminary analysis involved
quality of life domains: physical, psychological, the generation of parametric and non-parametric
environmental, and social relationships. descriptive statistics, as appropriate, for all variables.
42 K. J. McKee et al.

The criterion validity measures were examined for the Index were also examined for their association
internal consistency via Cronbach’s alpha reliability with the criterion validity measures, again utilizing
procedures, and subscales computed. partial correlation procedures that controlled for the
The 17 items of the prototype COPE Index were variance in the association due to any COPE scales.
subjected to a principal components analysis (PCA) While alpha was set at p < 0.05 for each test, multiple
to determine the number of underlying components. testing is acknowledged and analyses should be
Due to the extensive differences between data interpreted accordingly.
collection sites found during preliminary analyses
(in terms of method of questionnaire administration,
data collection setting, and the demographic status Results
and caregiving circumstances of the carers sampled),
PCAs were performed for each data collection site, Participants’ responses to the items in the demo-
as well as for the complete data set, to see if the graphic and caregiving characteristics background
pattern of components for each data collection site questionnaire are presented in Table 1. Participants’
was the same as that obtained in the PCA of the demographic and caregiving characteristics varied
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overall sample. For the Polish data, trial PCAs were substantially across the countries involved in the
first performed only for Bialystock, then for study. Responses to the 17 items of the test version of
Bialystock and Krakow together. As there were no the COPE Index are presented in Table 2. Apart
appreciable differences between the two PCAs, the from the item ‘Does caregiving cause you financial
complete Polish data set was employed in the final difficulties?’, a majority of carers indicated experien-
analyses. cing caregiving sometimes, often, or always, in the
The analytic strategy employed was as follows. way described by each of the items.
Before commencing PCA, the data set was examined
and found to meet the requirements for satisfactory
multivariate analysis. Due to the theoretical deriva- COPE index: principal component analysis
tion of the COPE Index as containing three under-
lying components (negative aspects of caregiving, Results of the PCA of the COPE Index items are
positive aspects of caregiving, issues of support), presented in Table 3. Analysis of the overall data set
following exploratory PCAs, restricted PCAs (where indicated the presence of three components (52.1%
the maximum number of components allowed was of variance). The first component (33.7% variance)
specified as three) were additionally performed if contained items indicating that caregiving (1) had
the exploratory solution contained more or less than a negative effect on health, (2) restricted social life,
three components. Adequacy of component extrac- (3) caused difficulties in relationships with friends
tion was assessed through (1) use of the scree test, and family relationships, (4) was too demanding, (5)
(2) inspection of the residual correlation matrix left the carer with not a minute to himself/herself,
for residuals with r > 0.05, and (3) examination of (6) caused the carer to feel trapped in the caregiving
extracted components for reliability. Following role, (7) had a negative effect on emotional well-
extraction, orthogonal rotation (varimax) was being, and (8) and caused financial problems. This
employed with Kaiser normalization. Interpretation component was labelled negative impact of caregiv-
of components was performed with a component ing. The second component (11.2% variance)
loading cut-off for variables set at 0.40 to maximize contained items indicating that the carer, (1) felt
simple structure. caregiving was worthwhile, (2) had a good relation-
Following the PCA, Cronbach’s alpha reliability ship with the cared for person, (3) coped well
procedures were performed to assess the internal as a caregiver, (4) felt well supported by his/her
consistency of the emergent COPE Index com- family, and (5) felt appreciated as a caregiver. This
ponents. Those COPE Index components with component was labelled positive value in caregiving.
satisfactory internal consistency were then examined The third component (7.2% variance) contained
as summative scales, with reliability and descriptive items indicating that the carer felt, (1) well supported
statistics computed. The scales were then analyzed by health and social services, (2) well supported
for association with the mental health and quality of by friends and neighbours, (3) appreciated as a
life measures using Pearson’s product-moment caregiver, and (4) well supported in the caregiver
correlation analyses, to establish the level of criterion role overall. This component was labelled quality of
validity of the scales. Any remaining COPE Index support.
items that did not belong to the scales were then The PCAs within each country produced the
examined for their association with the mental health following best solutions (see Table 2): (1) UK, six
and quality of life measures, utilizing partial correla- components (68.9% of variance), labelled negative
tion procedures that controlled for the variance in the impact, positive value, restriction, formal support,
association due to any COPE scales. family support, external support; (2) Poland, three
Finally, the items contained in the background components (54.6% of variance), labelled negative
questionnaire that accompanied administration of impact, positive value, and quality of support;
The COPE Index: carer assessment 43
TABLE 1. Participants demographic and caregiving characteristics
Characteristic Country: UK Sweden Greece Italy Poland
Site: Sheffield Linkoping Athens Ancona Bialystock Krakow
n (%): 106 126 98 88 101 58
Age
< 65 38 (38%) 49 (39%) 64 (67%) 57 (65%) 80 (82%) 42 (72%)
 65 63 (62%) 76 (61%) 32 (33%) 31 (35%) 18 (18%) 15 (26%)
Not known 5 1 2 0 3 1
Sex
Male 23 (22%) 45 (36%) 19 (20%) 18 (21%) 18 (18%) 8 (14%)
Female 82 (78%) 81 (64%) 77 (80%) 69 (79%) 83 (82%) 50 (86%)
Not known 1 0 2 1 0 0
Marital status
Married/cohabiting 79 (75%) 119 (94%) 69 (73%) 63 (72%) 69 (68%) 38 (67%)
Other 26 (25%) 7 (6%) 25 (27%) 25 (28%) 32 (32%) 19 (33%)
Not known 1 0 4 0 0 1
Occupational status
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Retired/unemployed 92 (88%) 84 (68%) 56 (58%) 64 (74%) 50 (50%) 25 (44%)


Employed 13 (13%) 40 (33%) 40 (42%) 22 (26%) 51 (51%) 32 (56%)
Not known 1 2 2 2 0 1
Perceived health
Good/very good 55 (53%) 101 (80%) 60 (62%) 36 (41%) 32 (32%) 16 (28%)
Fair 32 (31%) 23 (18%) 26 (27%) 40 (46%) 54 (54%) 32 (55%)
Poor/v. poor 17 (16%) 2 (2%) 11 (11%) 12 (14%) 15 (15%) 10 (17%)
Not known 2 0 1 0 0 0
Relationship with care-receiver
Spouse/partner 63 (59%) 88 (70%) 26 (27%) 19 (22%) 19 (19%) 9 (16%)
Child 13 (12%) 29 (23%) 38 (39%) 34 (39%) 38 (38%) 10 (18%)
Other 30 (28%) 9 (7%) 34 (35%) 35 (40%) 43 (43%) 38 (67%)
Not known 0 0 0 0 1 1
Living distance from care-receiver
Same building 73 (69%) 99 (79%) 79 (81%) 81 (92%) 67 (67%) 28 (48%)
Walk/10 minute travel 22 (21%) 12 (10%) 13 (13%) 7 (8%) 18 (18%) 11 (19%)
> 10 minutes travel 11 (10%) 15 (12%) 6 (6%) 0 (0%) 15 (15%) 19 (33%)
Not known 0 0 0 0 1 0
Care hours per week
< 20 16 (17%) 36 (36%) 20 (23%) 5 (6%) 38 (40%) 36 (62%)
20–160 31 (32%) 42 (42%) 18 (21%) 16 (18%) 32 (34%) 17 (29%)
24 hours per day 50 (52%) 22 (22%) 50 (57%) 66 (76%) 25 (26%) 5 (8%)
Not known 9 26 10 1 6 0
Duration of care
< 2 years 12 (12%) 28 (23%) 22 (23%) 19 (22%) 9 (9%) 16 (28%)
2–5 years 38 (37%) 39 (32%) 31 (32%) 23 (26%) 36 (37%) 14 (25%)
5þ years 50 (51%) 56 (46%) 43 (45%) 46 (52%) 52 (54%) 27 (47%)
Not known 8 3 2 0 4 1
Dependency level of care-receiver
Severe 59 (56%) 69 (55%) 44 (45%) 65 (75%) 42 (42%) 32 (55%)
Moderate 34 (32%) 39 (31%) 33 (34%) 18 (21%) 43 (43%) 16 (28%)
Slight/independent 13 (12%) 17 (14%) 21 (21%) 4 (5%) 15 (15%) 10 (17%)
Not known 0 1 0 1 1 0

(3) Greece, three components (55.8% of variance), of support component found in the PCA of the
labelled negative impact, positive value, and quality overall data set was not always interpretable as a
of support; (4) Italy, three components (57.9% of component in the separate country PCAs. Rather,
variance) labelled negative impact, positive value, the items loading on the quality of support compo-
and coping through support; and (5) Sweden, five nent in the overall PCA often loaded on a variety of
components (71.0% of variance) labelled negative components within the country-specific PCAs that
impact, positive value, engagement, finance, and had not emerged in the overall PCA.
quality of support. Thus, the negative impact and
positive value components found in the PCA of
the overall data set were also clearly interpretable Reliability analyses and scale construction
as components within each of the country-specific
PCAs. The item consistency for the negative impact For the overall data set, satisfactory internal con-
component was very high across the separate country sistency was found for those items that loaded on the
PCAs, while the positive value component displayed negative impact component (Cronbach’s ¼ 0.88),
relatively more item variation. However, the quality with the internal consistency of the positive value
44 K. J. McKee et al.
TABLE 2. Participant response to COPE Index items
Item Response Categories
Never Sometimes Often Always n/a*,
n % n % n % n % n
1. Do you feel you cope well as a 10 1.7 105 18.3 235 40.9 224 39.0 –
caregiver?
2. Do you find caregiving too demanding? 104 18.2 236 41.0 135 23.4 101 17.5 –
3. Does caregiving mean that you do not 139 24.1 215 37.3 150 26.0 72 12.5 –
have a minute to yourself?
4. Does caregiving cause difficulties in 215 38.6 174 31.2 117 21.0 51 9.2 16
your relationship with friends?
5. Does caregiving have a negative effect 166 28.8 256 44.4 102 17.7 52 9.0 –
on your physical health?
6. Does caregiving cause difficulties in 272 48.7 203 36.4 63 11.3 20 3.6 13
your relationship with your family?
7. Does caregiving cause you financial 314 54.7 166 28.9 59 10.3 35 6.1 –
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difficulties?
8. Do you feel trapped in your role as 164 28.6 182 31.8 103 18.0 124 21.6 –
caregiver?
9. Do you feel well supported by your 143 26.1 213 38.9 112 20.4 80 14.6 22
friends and/or neighbours?
10. Do you feel that caregiving restricts 152 27.1 208 37.1 113 20.2 87 15.5 12
your social life too much?
11. Do you find caregiving worthwhile 16 2.80 92 16.0 158 27.5 308 53.7
12. Do you feel well supported by 59 10.5 142 25.4 142 25.4 217 38.8 –
your family
13. Do you have a good relationship 8 1.4 70 12.3 117 20.5 376 65.8 8
with the person you care for?
14. Do you feel well supported by health 128 23.4 161 29.4 131 23.9 128 23.4 –
and social services?
15. Do you feel that anyone appreciates you 66 11.5 174 30.4 150 26.2 182 31.8 17
as a caregiver?
16. Does caregiving have a negative effect 139 24.2 269 46.9 117 20.4 49 8.5 –
on your emotional well-being?
17. Overall, do you feel well supported in 58 10.2 218 38.5 150 26.5 140 24.7 –
your role of caregiver?
*n/a ¼ not applicable; response percentages shown for each item are calculated excluding not applicable responses.

component more modest ( ¼ 0.67). However, only could not be improved via item removal. For the
six of the items that loaded on the negative impact positive value scale, alpha ranged from 0.58 in
component for the overall data set also loaded on all Poland to 0.73 in Sweden. Internal consistency of
the negative impact components obtained from the the scale within some countries could be marginally
PCAs for each country. In order to maximize improved by item removal: removing the item ‘Do
the cultural comparability of any negative impact you feel well supported by your family?’ raised alpha
scale that might emerge from the analysis, it was to 0.72 for the UK; removing the item ‘Do you
decided to proceed with scale development using feel you cope well as a caregiver?’ raised alpha to 0.62
only these six items. The six items had satisfactory in Greece.
internal consistency (Cronbach’s ¼ 0.84), which
could not be improved through item removal. For Criterion validity analyses
the positive value component, internal consistency
was also not improved through trial item removal. The Pearson product-moment correlation coeffi-
For the quality of support component, acceptable cients between the negative impact and positive
internal consistency could not be obtained. value scales and the mental health and quality of life
The six items drawn from the negative impact measures are presented in Table 5. The negative
component and the five items drawn from the impact scale demonstrated significant associations
positive value components were then separately in the expected directions with the criterion mea-
summed, and the properties of these summative sures. The level of significance of most associations
scales considered for each country. The results of was high, and the absolute level of the bivariate
these analyses are presented in Table 4. Internal correlations was also substantial. The positive value
consistency of the negative impact scale was satisfac- scale also demonstrated significant associations in
tory across countries, with alpha values ranging from the expected directions with the criterion measures,
0.83 for the UK to 0.86 for Sweden and Italy. although the absolute level of the correlations was
Internal consistency of the scale within countries not as high as those between the criterion measures
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TABLE 3. Principal component analysis of COPE index: results for overall data-set and per country
Country: Overall (n ¼ 488)* United Kingdom (n ¼ 94)*
Component: 1 2 3 1 2 3 4 5 6
Item:
1. Do you feel you cope well as a caregiver? 0.61 0.67
2. Do you find caregiving too demanding? 0.74 0.66 0.47
3. Does caregiving mean that you do not have a minute to yourself? 0.72 0.87
4. Does caregiving cause difficulties in your relationship with friends? 0.74 0.59 0.60
5. Does caregiving have a negative effect on your physical health? 0.79 0.75
6. Does caregiving cause difficulties in your relationship with your family? 0.61 0.51 0.40
7. Does caregiving cause you financial difficulties? 0.46 0.66
8. Do you feel trapped in your role as caregiver? 0.69 0.42 0.47
9. Do you feel well supported by your friends and/or neighbours? 0.69 -0.80
10. Do you feel that caregiving restricts your social life too much? 0.79 0.62
11. Do you find caregiving worthwhile 0.75 0.83
12. Do you feel well supported by your family 0.48 0.88
13. Do you have a good relationship with the person you care for? 0.67 0.82
14. Do you feel well supported by health and social services? 0.68 0.77
15. Do you feel that anyone appreciates you as a caregiver? 0.46 0.60 0.40 0.60
16. Does caregiving have a negative effect on your emotional well-being? 0.65 0.66
17. Overall, do you feel well supported in your role of caregiver? 0.69 0.82
Eigenvalues: 5.73 1.90 1.22 2.90 2.20 2.07 2.01 1.44 1.10
Variance (%): 33.7 11.2 7.20 17.1 12.9 12.2 11.8 8.5 6.5

Country: Poland (n ¼ 154)* Greece (n ¼ 94)*


Component: 1 2 3 1 2 3
Item:
1. Do you feel you cope well as a caregiver? 0.60 0.45
2. Do you find caregiving too demanding? 0.66 0.79
3. Does caregiving mean that you do not have a minute to yourself? 0.77 0.70
4. Does caregiving cause difficulties in your relationship with friends? 0.81 0.71
5. Does caregiving have a negative effect on your physical health? 0.80 0.80
6. Does caregiving cause difficulties in your relationship with your family? 0.69 0.45 0.41
7. Does caregiving cause you financial difficulties? 0.68 0.66
8. Do you feel trapped in your role as caregiver? 0.66 0.79
9. Do you feel well supported by your friends and/or neighbours? 0.63 0.82
10. Do you feel that caregiving restricts your social life too much? 0.76 0.79
11. Do you find caregiving worthwhile 0.71 0.68
12. Do you feel well supported by your family 0.65 0.60 0.44
The COPE Index: carer assessment

13. Do you have a good relationship with the person you care for? 0.50 0.61

(continued)
45
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46

TABLE 3. Continued
Country: Overall (n ¼ 488)* United Kingdom (n ¼ 94)*
Component: 1 2 3 1 2 3 4 5 6
14. Do you feel well supported by health and social services? 0.76 0.55
15. Do you feel that anyone appreciates you as a caregiver? 0.52 0.52 0.77
K. J. McKee et al.

16. Does caregiving have a negative effect on your emotional well-being? 0.53 0.48 0.62
17. Overall, do you feel well supported in your role of caregiver? 0.64 0.40 0.72
Eigenvalues: 4.85 2.16 2.28
Variance (%): 28.5 12.7 13.4

Country: Italy (n ¼ 85)* Sweden (n ¼ 61)*


Component: 1 2 3 1 2 3 4 5
Item:
1. Do you feel you cope well as a caregiver? 0.74 0.73
2. Do you find caregiving too demanding? 0.73 0.66 0.40
3. Does caregiving mean that you do not have a minute to yourself? 0.82 0.46 0.67
4. Does caregiving cause difficulties in your relationship with friends? 0.75 0.74
5. Does caregiving have a negative effect on your physical health? 0.75 0.68
6. Does caregiving cause difficulties in your relationship with your family? 0.61 0.45 0.66
7. Does caregiving cause you financial difficulties? 0.91
8. Do you feel trapped in your role as caregiver? 0.73 0.79
9. Do you feel well supported by your friends and/or neighbours? 0.65 0.92
10. Do you feel that caregiving restricts your social life too much? 0.90 0.82
11. Do you find caregiving worthwhile 0.48 0.50 0.44 0.52
12. Do you feel well supported by your family 0.70 0.50 0.47 0.52
13. Do you have a good relationship with the person you care for? 0.66 0.77
14. Do you feel well supported by health and social services? 0.55 0.62
15. Do you feel that anyone appreciates you as a caregiver? 0.76 0.70
16. Does caregiving have a negative effect on your emotional well-being? 0.72 0.60 0.44
17. Overall, do you feel well supported in your role of caregiver? 0.45 0.71 0.70 0.46
Eigenvalues: 4.95 2.81 2.08 4.25 2.73 2.29 1.42 1.39
Variance (%): 29.1 16.5 12.2 25.0 16.0 13.5 8.32 8.16
*For each analysis, n reflects missing data.
The COPE Index: carer assessment 47

and the negative impact scale. When these associa- four items and the criterion validity measures
tions were examined within countries, the negative presented in Table 6.
impact scale was found to be significantly associated Finally, five of the items contained in the back-
( p < 0.05) with all criterion measures once again, for ground questionnaire that accompanied the Index
all countries. However, there was variation across were also significantly associated with the criterion
countries in terms of the level of association between validity measures in the data sets of most countries,
the positive value scale and criterion measures. For even with negative impact and positive value scale
Greece and Sweden, all tests were significant ( p < scores statistically controlled. These items were
0.05). For Italy and Poland, all tests except one were (1) carer self reported health, (2) carer age, (3) carer
significant. For the UK, however, the only significant occupational status, (4) relationship to the cared
associations were a negative correlation with GHQ for, and (5) living distance between carer and the
severe depression and a positive association with cared for.
WHOQoL psychological. The negative impact and
positive value scales were significantly negatively Discussion
correlated (whole data set, r ¼ 0.43, p < 0.001).
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From the original COPE Index, six items Based on a theoretical model of informal caregiving
remained that were not part of either the negative of older people that addresses positive as well as
impact scale or the positive value scale. Correlation negative aspects of caregiving (Nolan et al., 1996),
analyses indicated that these items demonstrated and following focus group work with carers, we
significant associations with the mental health and sought to develop and validate an instrument for brief
quality of life measures. After controlling for scores first-stage assessment of informal carers. In the
on the negative impact and positive value scales using analysis, two scales emerged as potential inclusions
partial correlation procedures, only four of the items in a revised COPE Index: a six-item negative impact
remained significantly associated with more than scale and a five-item positive value scale. In addition,
one of the criterion measures. These items were: three items assessing quality of support and one
(1) ‘Does caregiving cause you financial difficulties?’; item assessing financial difficulties offer themselves
(2) ‘Do you feel well supported by your friends and/ for retention in the revised Index as individual items.
or neighbours?’; (3) ‘Do you feel well supported Despite substantial variation in carer characteristics
by health and social services?’; and (4) ‘Overall, do across data collection sites, common negative impact
you feel well supported in your role of caregiver?’. and positive value components were clearly inter-
The partial correlation coefficients between these pretable in the individual PCAs for the UK, Greece,

TABLE 4. Internal consistency and descriptive statistics of negative impact and positive value scales overall and by country
Component: Negative Impact*
Items:
Does caregiving have a negative effect on your emotional well-being?
Do you find caregiving too demanding?
Does caregiving have a negative effect on your physical health?
Does caregiving cause difficulties in your relationship with your family?
Do you feel trapped in your role as a caregiver?
Does caregiving cause difficulties in your relationship with your friends?
Scale Statistics: N/n M SD
Overall 542 12.65 4.28 0.84
United Kingdom 103 13.43 3.47 0.83
Sweden 95 12.52 4.71 0.86
Italy 87 12.33 4.62 0.86
Greece 98 13.15 4.77 0.85
Poland 159 12.08 3.90 0.85
Component: Positive Value
Items:
Do you find caregiving worthwhile?
Do you have a good relationship with the person you care for?
Do you feel that anyone appreciates you as a caregiver?
Do you feel you cope well as a caregiver?
Do you feel well supported by your family?
Scale Statistics: N/n M SD
Overall 551 15.7 2.94 0.67
United Kingdom 98 14.9 2.80 0.64
Sweden 114 16.0 3.06 0.73
Italy 86 17.1 2.70 0.70
Greece 96 16.0 2.83 0.58
*Negative impact component reverse scored. High score on negative impact scale indicates high negative impact. High score on positive
value scale indicates high positive value.
48 K. J. McKee et al.
TABLE 5. Bivariate associations between negative impact and positive value scales and criterion validity measures
COPE Index Subscales: Negative Impact Positive Value
n r* n r*
Outcome measures:
General Health Questionnaire:
Anxiety and insomnia 438 0.51 429 0.35
Depression 438 0.40 428 0.37
Social dysfunction 432 0.26 422 0.25
Somatic symptoms 436 0.46 427 0.29
Total 420 0.52 412 0.38
Hospital Anxiety and Depression Scale
Anxiety 482 0.51 481 0.35
Depression 482 0.51 482 0.34
World Health Organization Quality of Life: BREF
Social relationships 428 0.45 429 0.31
Environment 430 0.43 431 0.32
Physical 428 0.46 430 0.23
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Psychological 425 0.45 428 0.40


*Correlation coefficients all p < 0.001.

TABLE 6. Partial correlation coefficients for non-scale COPE Index items with criterion validity measures with negative
impact and positive value scales controlled
Outcome Measures General Health Questionnaire Hospital Anxiety and
Depression Scale
Anxiety and Depression Social Somatic Total Anxiety Depression
Insomnia Dysfunction Symptoms
COPE Index items
Does caregiving cause you 0.11* 0.13** -0.06 0.11* 0.11* 0.11* 0.11*
financial difficulties?
Do you feel well supported by 0.09 0.05 0.04 0.01 0.06 0.06 -0.07
your friends and/or neighbours?
Do you feel well supported by 0.01 0.00 0.12* -0.02 0.02 0.01 -0.05
health and social services?
Overall, do you feel well supported 0.15** 0.05 0 .01 0.15** 0.05 0.05 0.07
in your role of caregiver?
World Health Organization Quality of Life-BREF
Environment Physical Psychological Social
Relationships
Does caregiving cause you financial 0.21*** 0.08 0.08 0.06
difficulties?
Do you feel well supported by your 0.10* 0.16** 0.06 0.26***
friends and/or neighbours?
Do you feel well supported by 0.33*** 0.02 0.08 0.03
health and social services?
Overall, do you feel well supported in 0.27*** 0.11* 0.14** 0.16**
your role of caregiver?
* p<0.05; ** p<0.01; *** p<0.001. Degrees of Freedom for analyses: GHQ Anxiety and Insomnia ¼ 425, Depression ¼ 424, Social
Dysfunction ¼ 418, Somatic Symptoms ¼ 423, Total ¼ 408; HAD Anxiety ¼ 477, Depression ¼ 478; WHOQoL-BREF Environment ¼ 426,
Physical ¼ 424, Psychological ¼ 421, Social Relationship.

Italy, Poland, and Sweden. The item composition of five of the items loading on the component. When
the negative impact component was highly consistent considered as a summative scale, the six-item negative
across countries, while the positive value component impact scale had satisfactory internal consistency
had more variation in its item composition. Our across all countries, with the means for all countries
analyses indicated that the negative impact compo- falling within one standard deviation of the mean
nent of the Index had satisfactory internal consis- obtained in the overall data set. The five-item positive
tency, even when the number of items was limited to value scale had variable internal consistency; reaching
six to maximize cultural comparability. The internal acceptable levels in Sweden and Italy, while in the UK
consistency of the positive value component was an acceptable internal consistency could be obtained
marginally lower than the value most commonly through the omission of one item. Individual country
regarded as acceptable ( ¼ 0.70; Nunnally, 1967), means for the positive value scale again fell within one
with optimal reliability attained by inclusion of all standard deviation of the overall mean.
The COPE Index: carer assessment 49

The criterion validity analyses were encouraging. the deleterious effects of caregiving on these
The negative impact scale was highly correlated in domains. Indeed, in the Kinney et al. (1995) study
the expected direction with the GHQ, HAD and described above, a finding mirroring that in the
WHOQOL-BREF measures. Correlation coeffi- present study was that daily caregiving hassles were
cients varied from 0.52 for the association with found to be more strongly associated with psycho-
GHQ total score, to 0.26 for the association with logical well-being than were daily caregiving uplifts.
GHQ social dysfunction, demonstrating satisfactory As there has been relatively little research on the
gradations of convergence and divergence with positive aspects of caregiving, it is less clear what
the mental health and quality of life measures. The measures might most appropriately be used for the
positive value scale was also correlated in the purposes of demonstrating criterion validity of a scale
criterion validity analyses with these measures in purported to measure positive value in caregiving. A
the expected directions, although the absolute size measure of life satisfaction might have proved most
of the correlations was somewhat lower. Correlation appropriate, but we were unable to identify a
coefficients ranged from 0.40 for the associations standardized and validated measure available in the
with WHOQoL-BREF psychological, to 0.23 for languages of all partners. Despite the relatively
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WHOQoL-BREF physical. There was also more modest psychometric results for the positive value
variation across countries in how successfully the scale, the fact that each country sample produced a
positive value scale performed in the criterion validity higher mean score on the five-item positive value
analyses. scale than the six-item negative impact scale indi-
Of interest is the level of association between the cates that positive value in caregiving is a frequent
negative impact and positive value scales. A potential phenomenon that requires more thorough investiga-
criticism of the theoretical framework from which tion. In particular, further investigation of positive
the COPE Index is derived, is that caregiving is best aspects of caregiving relationships, perhaps facili-
understood as a one-dimensional psychological tated through use of the COPE Index, could provide
experience, with positive and negative ends to that health and social care practitioners with insights
continuum. This criticism is hard to sustain given and opportunities for tailoring supportive interven-
that the negative impact and positive value scales tions to the individual needs of carers (Montgomery
share only 18% of variance, suggesting divergent & Williams, 2001). Our analyses suggest that
indicators of an underlying construct. This finding boosting caregiving satisfactions may have potential
complements other work that has demonstrated benefits in terms of reduced psychological morbidity
that positive and negative appraisals of the caregiv- and enhanced quality of life for the carer.
ing role are largely independent (Rapp & Chao, While a third component related to quality of
2000). support emerged in the PCA of the overall data set
While the presence of negative impact and positive and in the PCAs of several countries, its item
value components in each country analysis suggest composition varied considerably. Indeed, in the
common cross-cultural experiences in caregiving PCA of the UK data, items relating to quality of
(cf. Patterson et al., 1998), it is clear that the negative support loaded on no less than three separate
impact scale demonstrates better internal consistency components. Acceptable internal consistency could
and criterion validity than the positive value scale. not be demonstrated for this component within the
One possible reason for this is that the negative overall data set. It should perhaps come as no
impacts of caregiving are culturally more common surprise that the items addressing issues of quality
and specific, while the positive values of caregiving of support loaded on a number of components
are more individual and diverse. Following this that differed from country to country. There are
argument, most people would derive similar frustra- considerable differences across countries in the role
tions and stresses as a result of caring for an older of formal services in supporting older people and
person, but the positive values that emerge would informal carers, in financial entitlements and inter-
be more integral to the nature of the individual ventions, and in family structures and cultural
caregiving relationship, and the specific context in expectations (Alber, 1993). Furthermore, there is
which caregiving occurred. There is some evidence no a priori reason why a carer’s perception of
to support this interpretation. In a study of the daily the quality of support he/she receives from health
hassles and uplifts of 78 carers of people who had or social services should vary systematically with,
suffered a stroke, Kinney and colleagues (1995) for example, his/her perception of the quality of
found that the mean number of different daily hassles support received from family and friends. Never-
described was 13.85, compared with a mean for theless, three items assessing quality of support issues
different daily uplifts of 22.68. were shown to be individually significantly asso-
It could also be argued that, of the two scales, the ciated with the criterion validity measures, while
negative impact scale would be anticipated to share statistically controlling for the negative impact
more variance with measures of mental health and and positive value scales, indicating the importance
quality of life than would the positive impact scale, of the issue of quality of support for caregivers’
given the extensive research that has demonstrated well-being.
50 K. J. McKee et al.

We present the revised version of the COPE Index for information to aid the development of public
in the Appendix. A six-item negative impact scale policy in this important aspect of social welfare
and a five-item positive value scale are both included (cf. Harahan, 2001).
in the revised Index. The four items that did not Work is currently underway for the translation,
belong to either scale and yet demonstrated associa- cross-cultural validation, and test of the component
tion with the criterion validity measures once structure of the Index in French, German, Dutch,
negative impact and positive values were controlled, Portuguese, and Spanish populations. Although we
are included also as individual items. Order of undertook rigorous theoretical and cross-cultural
presentation of the items mirrors that in the version development of the prototype COPE Index, and
used in the psychometric study. All but one of the used strict protocols for data collection and analysis,
items in the Index were endorsed by the majority of our use of convenience sampling resulted in con-
carers in our sample as representing their caregiving siderable variation in the characteristics of the carer
experience, suggesting strong face validity in the samples obtained across the data collection sites, and
instrument. Taken together with the extensive in the methods of administration of the COPE Index.
development work, the internal consistency analyses, We cannot therefore differentiate cross-cultural
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and the criterion validity analyses, we suggest that we effects from sampling differences, and would not
have gone some way toward demonstrating the wish to generalize the findings for our sample to the
construct validity of the revised COPE Index. wider population of carers from which our sample
However, it is recognized that the degree of success was drawn. Further studies of the Index’s psycho-
with which this has been achieved is variable across metric properties will be required to confirm our data
different elements of the Index. on validity and reliability in different settings and
The work described in this paper suggests the groups. For example, using the Index with a sample
suitability of the COPE Index as a first stage of carers of older people with dementia and with a
assessment instrument to screen carers for identifica- sample of carers of older people with, say, osteoar-
tion of those requiring in-depth assessment (Nolan thritis, would enrich our understanding of how the
et al., 1998). Many aspects of the Index are encoura- instrument performs psychometrically. At the same
ging, notably its brevity and simplicity, and its time such work would offer insight into how
attempt to address both positive and negative aspects caregiving negative impact and positive value varies
of the caregiving process. This, together with the as a function of caring for older people who differ
attention it directs to the quality of support the carer in their care needs (Philp et al., 1995, 1997; McKee
receives, differentiates the Index from other brief et al., 1997). Future goals include determining the
assessment instruments developed for use with test–retest reliability of the Index, improving the
informal carers of older people which tend to focus psychometric properties of the positive value scale,
only on negative aspects of the caregiving process establishing scoring norms on the Index, and
(e.g., Zarit et al., 1980; Robinson, 1983; Kinney and demonstrating the predictive validity of the Index
Stephens, 1989; Lawton, 1989; Novak & Guest, for a range of psychological, behavioural, and clinical
1989; Vitaliano, 1991; Rankin et al., 1992; Schene outcomes.
et al., 1994; Pot et al., 1995; England & Roberts,
1996). Trials of the acceptability of the COPE Index
to carers, practitioners, and decision-makers are Acknowledgements
underway in several countries (e.g., Wojszel et al.,
2001), in order to determine its place as a tool for use The study reported in this paper was co-ordinated by
in primary health and social care. During any the Sheffield Institute For Studies on Ageing,
administration of the revised Index, we recommend University of Sheffield, and supported by a grant
that six items on carer characteristics should be from the European Commission 4th Framework
included in a questionnaire that accompanies the Biomedicine and Health Programme, Contract
administration (see Appendix). Five of these items No: BMH-4-98-3374/IC20-CT0213. Further data
(carer self-reported health, carer age, carer occupa- collection in individual countries was supported
tional status, relationship to care-receiver, and living by the following organizations: State Committee
distance between carer and care-receiver) were For Scientific Research Grant No 4 PO5D 058
found to explain variance in our criterion validity 15 (Bialystock, Poland); County Council of
measures, and therefore may provide valuable Östergötland, Municipality of Motala (Sweden);
collateral information to practitioners trying to Comunità Montana delle Alte Valli del Fiastrone,
make an informed judgement about carers’ percep- Chienti e Nera  Zona ‘I’ of Camerino, Province
tion of their role. A sixth item, gender of carer, is of Macerata (Italy). The support of Z. Krol, Director
also suggested for inclusion in such a questionnaire of SPZOZ Srodmiescie, Kraków and the Institute of
to provide sufficient data for comparison of carer Public Health at Collegium Medicum of Jagiellonian
samples. This is to facilitate a potential use of the University in Kraków, is also gratefully acknowl-
Index to identify carers’ perception of their circum- edged. The authors would like to acknowledge the
stances at the population level, where there is a need supportive comments and insightful suggestions for
The COPE Index: carer assessment 51

improvement provided by two anonymous reviewers MCKEE, K.J., WHITTICK, J.E., BALLINGER, B.B., GILHOOLY,
of a previous draft of this paper. M.M.L., GORDON, D.S., MUTCH, W.J. & PHILP, I.
(1997). Coping in family supporters of elderly people
with dementia. British Journal of Clinical Psychology, 36,
323–340.
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WALKER, A. (1995). Integrating the family in the mixed Always œ Often œ Sometimes œ
economy of care. In: I. ALLAN & E. PERKINS (Eds.), Never œ
The future of family care for older people. London: HMSO.
WARNES, A.M. (1993). Being old, old people and the (4) Does caregiving cause difficulties in your relation-
burdens of burden. Aging & Society, 13, 297–338. ships with friends?
W OJSZEL, Z.B., B IEŃ, B. & W ILMAŃSKA, J. (2001). Always œ Often œ Sometimes œ
Acceptability of the COPE Index to practitioners Never œ N/A œ
and carers of older people. Gerontology, 47 (Suppl. 1), 34. (5) Does caregiving have a negative effect on your
World Health Organization (1998). WHOQoL user manual. physical health?
Geneva: World Health Organization. Always œ Often œ Sometimes œ
ZARIT, S., REEVER, K. & BACH-PETERSON, J. (1980). Never œ
Downloaded by [Washington University in St Louis] at 07:05 06 November 2015

Relatives of the impaired elderly: correlates of feelings


of burden. The Gerontologist, 20, 649–655. (6) Does caregiving cause difficulties in your relationship
ZIGMOND, A.S. & SNAITH, R.P. (1983). The Hospital with your family?
Anxiety and Depression Scale. Acta Psychiatrica Always œ Often œ Sometimes œ
Scandinavica, 67, 361–370. Never œ N/A œ
(7) Does caregiving cause you financial difficulties?
Appendix: The COPE Index Always œ Often œ Sometimes œ
Never œ
Carer Details (8) Do you feel trapped in your role as a caregiver?
Always œ Often œ Sometimes œ
Your date of birth: (day/month/year) ........................... Never œ

In general would you say your health is: (9) Do you feel well supported by your friends and/or
Very good œ Good œ Fair œ neighbours?
Poor œ Very poor œ Always œ Often œ Sometimes œ
Never œ N/A œ
What is your relationship to the person you care for?
Spouse/Partner œ Sibling œ (10) Do you find caregiving worthwhile?
Child œ Daughter or Son-in-law œ Always œ Often œ Sometimes œ
Other Family œ Friend/Neighbour œ Never œ

Your gender: (11) Do you feel well supported by your family?


Male œ Female œ Always œ Often œ Sometimes œ
Never œ N/A œ
Your occupational status:
Employed full-time œ (12) Do you have a good relationship with the person you
Employed part-time œ care for?
Retired œ Always œ Often œ Sometimes œ
Unemployed œ Never œ
Full-time Study œ (13) Do you feel well supported by health and social
Where do you and the person you care for live? services?
In the same household œ (for example, public, private, voluntary)
In different households but the same building œ Always œ Often œ Sometimes œ
Within walking distance œ Never œ N/A œ
Within 10 minutes drive/bus or train journey œ (14) Do you feel that anyone appreciates you as a
Within 30 minutes drive/bus or train journey œ caregiver?
Within 1hours drive/bus or train journey œ Always œ Often œ Sometimes œ
Over 1hours drive/bus or train journey œ Never œ N/A œ
(15) Does caregiving have a negative effect on your
emotional well-being?
Index Questions Always œ Often œ Sometimes œ
Never œ
(1) Overall, do you feel well supported in your role of
caregiver? Is there anything else you would like to tell us?

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