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Measurement in Physical Education and Exercise Science

ISSN: 1091-367X (Print) 1532-7841 (Online) Journal homepage: https://www.tandfonline.com/loi/hmpe20

Initial Validity and Reliability of the Portuguese


Borg Rating of Perceived Exertion 6-20 Scale

Luana L. Cabral, Fábio Y. Nakamura, Joice M. F. Stefanello, Luiz C. V. Pessoa,


Bruno P. C. Smirmaul & Gleber Pereira

To cite this article: Luana L. Cabral, Fábio Y. Nakamura, Joice M. F. Stefanello, Luiz C. V.
Pessoa, Bruno P. C. Smirmaul & Gleber Pereira (2020): Initial Validity and Reliability of the
Portuguese Borg Rating of Perceived Exertion 6-20 Scale, Measurement in Physical Education and
Exercise Science, DOI: 10.1080/1091367X.2019.1710709

To link to this article: https://doi.org/10.1080/1091367X.2019.1710709

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Published online: 06 Jan 2020.

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MEASUREMENT IN PHYSICAL EDUCATION AND EXERCISE SCIENCE
https://doi.org/10.1080/1091367X.2019.1710709

Initial Validity and Reliability of the Portuguese Borg Rating of Perceived


Exertion 6-20 Scale
Luana L. Cabral a, Fábio Y. Nakamura b,c, Joice M. F. Stefanello a
, Luiz C. V. Pessoad,
Bruno P. C. Smirmaul e, and Gleber Pereira a
a
Physical Education Department, Federal University of Parana, Curitiba, Brazil; bThe College of Healthcare Sciences, James Cook University,
Townsville, Australia; cAssociate Graduate Program in Physical Education UPE/UFPB, João Pessoa, Brazil; dHospital das Nações, Curitiba, Brazil;
e
Escola Superior de Tecnologia e Educação, Rio Claro, Brazil

ABSTRACT KEYWORDS
The aims of this study were to perform the cross-cultural adaptation of the Borg Rating of Cross-cultural Adaptation;
Perceived Exertion (RPE) 6–20 Scale to Brazilian Portuguese language and to start testing its Perception of Effort; Heart
validity and reliability. After performing the cross-cultural adaptation of the Scale, concurrent and Rate; Oxygen Consumption;
discriminative validity, and reliability were determined on a treadmill in young (18–30 years) and Borg Scale
older adult women (60–75 years). Considering young and older adult women, RPE presented high
and moderate positive correlation with heart rate and high and low positive correlation with
oxygen consumption, respectively. Older adult women presented RPE (11 ± 2) significantly higher
than young ones (8 ± 1) exercising at the same absolute intensity. Intraclass coefficient correlation
was excellent for RPE to young and older adult women. The Scale presented concurrent validity
only to young adult women, whereas it presented discriminative validity between such groups of
women. Moreover, the scale is reliable to young and older adult women.

Introduction on how to complete it so as to increase the under-


standing of its characteristics and accuracy of the mea-
The 15-point Borg Rating of Perceived Exertion Scale
surement (Borg, 1998).
(Borg RPE 6–20) was the first scale developed for
Currently, the RPE is ubiquitous in its use within the
assessing perceived exertion (Borg, 1971). “A percep-
fields of physical activity, exercise, and sports (Barnett,
tion of how hard and strenuous a physical task is”
2013). Due to its low cost, easy application and under-
(Borg, 1962, 1970) is the definition of perceived exer-
standing among different populations (Borg, 1998;
tion, which is a psycho-physiological measure whose
Faulkner & Eston, 2008), the Borg RPE 6–20 is one of
objective is quantifying the subjective perceived exer-
the most widely used scales of this kind, with countless
tion originating throughout all the bodily systems
applications for individuals of different ages and in varied
(Borg, 1998; Smirmaul, 2012). The theoretical founda-
settings where accurate quantification of perceived exer-
tion of the scale is based on the RPE relationship with
cise intensity is needed (Chen, Fan, & Moe, 2002). Over
heart rate (Borg, 1971) and oxygen consumption (Borg,
time, the Borg RPE 6–20 Scale has been used somewhat
1977), which are physiological measures of exertion.
arbitrarily or in an unstandardized way in research and
The RPE scale ranges from 6 to 20, with identical
professional settings across many countries, including
distances interspersing the numbers, each gradually
Brazil. For instance, it is common to find arbitrarily
related to the respondent’s perceived exertion level
colored scales, as well as varied terms and instructions
(Borg, 1970). The scale also includes verbal descriptors,
used by practitioners without a correct validation process
related to their respective numerical categories and
(NMSU, https://aces.nmsu.edu/pubs/_i/I112/welcome.
created from quantitative semantics, allowing indivi-
html; Trek Education, https://exercise.trekeducation.org/
duals to accurately rate themselves and permitting
assessment/borg-scale-rpe/; Cardio High, http://cardio
comparisons of exertion levels between individuals or
high.com/using-the-borg-scale-to-measure-intensity/). In
for the same individual at different moments (e.g., pre-
addition, there has been debate in the literature related
versus post-training) (Noble & Robertson, 1996). The
to the semantics and definitions, underlying concepts and
RPE 6–20 scale is accompanied by detailed instructions
varied instructions used while implementing the Borg

CONTACT Luana L. Cabral luanalcabral@yahoo.com.br Physical Education Department, Federal University of Parana, Curitiba, Brazil
Supplemental data for this article can be accessed here.
© 2020 Taylor & Francis Group, LLC
2 L. L. CABRAL ET AL.

RPE 6–20 Scale (Abbiss, Peiffer, Meeusen, & Skorski, In the context of testing individuals with different
2015; Faulkner & Eston, 2008; Pageaux, 2016). Thus, physical fitness levels at the same absolute exercise inten-
scale instruction and its correct use are essential since sity, the RPE may be a useful tool to differentiate them.
these elements impact directly on what will be reported For instance, a person presenting lower maximal aerobic
by the respondents to the scale. Furthermore, valid and power would expend greater effort, due to higher oxygen
reliable data collection procedures using the scale will consumption and heart rate in percentage of the max-
positively influence the knowledge dissemination in the imum, compared with a person with a higher maximal
area of exercise science (Pageaux, 2016; Pereira, de Souza, aerobic power. Thus, a person with a higher aerobic
Reichert, & Smirmaul, 2014). power percentage would be more prone to perceive
Using a scale in cultures that differ from the one in greater fatigability, reporting higher RPE, than a person
which the scale was originally created requires the with a lower aerobic power percentage. Moreover, the
cross-cultural adaptation, which encompasses many RPE at fixed exercise intensity has increased with aging
issues that are related to both language translation (Borg & Linderholm, 1967). Hence, we hypothesize that
and cultural adaptation of the instrument (Beaton, the Portuguese Borg RPE 6–20 Scale will present discri-
Bombardier, Guillemin, & Ferraz, 2000). A cross- minative construct validity between young adult women
cultural adaptation procedure is highly recommended and older ones, who have different aerobic power levels.
to maintain the scale’s underlying construct and to test Therefore, the aims of this study were to perform
the scale’s validity (accuracy) and reliability (consis- a cross-cultural adaptation of the Borg RPE 6–20 Scale
tency) when used in different linguistic versions with (and its accompanying instructions) into the Brazilian
respondents from different cultures (Guillemin, Portuguese language and to start the process of testing
Bombardier, & Beaton, 1993). A recent review article the validity (concurrent and discriminative) and the
(Cabral, Lopes, Wolf, Stefanello, & Pereira, 2017) reliability of this adapted scale among young adult
reported that Borg RPE 6–20 Scale was found to have women and older ones. This study will support profes-
been cross-culturally adapted to Cantonese (Leung, sionals and researchers in the subsequent use of
Leung, & Chung, 2004) and Japanese languages a properly adapted version of the RPE 6–20 scale,
(Onodera & Miyashita, 1976). However, users in several ensuring the accurate measurement of perceived exer-
countries have translated the scale into their own tion and allowing it to be used comparatively with
respective languages without relying upon an empiri- other studies dependent upon perception of effort.
cally supported cross-cultural adaption process, includ-
ing, for example, Spain (López-Miñarro & Muyor
Rodríguez, 2010; Muyor, 2013) and Germany (Baildon Method
& Ulmer, 1994; Lollgen, Ulmer, & Nieding, 1977). The Study design
cross-cultural adaptation of the Borg RPE 6–20 Scale is
also required for the Brazilian Portuguese language and This study was developed in two stages. First, the pro-
culture, as many researchers using the scale (Afonso cesses of cross-cultural adaptation, verification of content
et al., 2006; Mazzoccante et al., 2014; Neves & Doimo, validity and pretesting (pilot study) of the Borg RPE 6–20
2007) have cited the original book of Gunnar Borg in Scale and its accompanying instructions were
either English (Borg, 1998) or Portuguese languages developed. Second, the process of testing the concurrent
(Borg, 2000), although the book’s translators of the and discriminative validity, and reliability of the adapted
Portuguese version have not followed the empirical Borg RPE 6–20 Scale among young and older Brazilian
procedures of proper cross-cultural adaptation. adult women were started. All participants of this study
After performing a translation and cross-cultural were Brazilian natives as will be detailed below. The
adaptation of an instrument, researchers must check the Research Ethics Committee approved the experimental
psychometric properties of the new version (i.e., validity procedures (process number 66254117.0.0000.5223) and
and reliability) to be confident of the altered scale’s readi- all participants signed a consent form agreeing to parti-
ness for use as intended (Shohamy, 1994). Psychometric cipate before starting the study.
evaluations of adapted versions of the Borg RPE 6–20
Scale in different languages have found high concurrent
First stage
validity, through correlations with heart rate and oxygen
consumption, and reliability levels (Leung et al., 2004; Cross-cultural adaptation
Onodera & Miyashita, 1976). Hence, it is reasonable to The author of the Borg RPE 6–20 Scale gave copyright
hypothesize that the Brazilian Portuguese version will authorization to permit this cross-cultural adaptation
also present acceptable concurrent validity and reliability. (Supplemental online material). The original Borg RPE
MEASUREMENT IN PHYSICAL EDUCATION AND EXERCISE SCIENCE 3

6–20 Scale used in the present study was the latest using a Likert Scale from 1 to 4 (1 = not equivalent;
version published by Gunnar Borg in the book Borg’s 2 = need great revision to be equivalent; 3 = need small
Perceived Exertion and Pain Scales (Borg, 1998). revision to be equivalent and; 4 = equivalent) (Beaton
The cross-cultural adaptation procedures are pre- et al., 2000). Thus, a pre-final Portuguese version of the
sented in Figure 1, as previously suggested by other scale was completed.
authors (Beaton et al., 2000; Pasquali, 2010). Two bilin-
gual Full Professors in the field of health sciences indi- Content validity
vidually translated the original English version of the The content validity procedure was based on Pasquali
scale and its instructions into the Portuguese language. (2010) approach. In the invitation letter, the experts
The two translated versions were then synthesized by received explanations about the theory of Borg RPE
a committee that produced a unified, translated 6–20 scale, the aims of the study and the instrument to
Portuguese Scale. Subsequently, two bilingual Full be evaluated using a 5-point Likert scale, rated from 1
Professors translated the new Portuguese version of (very poor) to 5 (very good) (Pasquali, 2010). Eleven
the scale back to English (Brislin, 1970) to confirm experts evaluated the content validity of the pre-final
that this second English version had the same content version of the Portuguese scale and instruction about
as the original English scale (Beaton et al., 2000). These clarity of language, practical pertinence, and theoretical
two English versions were then synthesized into relevance. To evaluate the clarity of language, each
a single new version, mirroring the earlier process expert answered the question “Considering the language
with the Portuguese version. of the instrument and the feature of the respondent, do
Afterward, the committee checked the semantic, you believe that the language is sufficiently clear, under-
idiomatic, conceptual and cultural equivalences standable and appropriate for these populations? At
between the original English and the Portuguese Borg what level?”. The practical pertinence was evaluated
RPE 6–20 Scales. The scales and their accompanying through the question “Considering that the instrument
instructions were divided into four parts: (a) initial is relevant to evaluate the RPE concept in a specific
instruction; (b) verbal anchors of the numerical scale; population, do you believe that the proposed instrument
(c) verbal definitions of items 9, 13, 17 and 19 RPE; and is relevant to these populations? At what level?”.
(d) final scale instructions. All four parts were then Theoretical relevance was assessed through the question
evaluated by the committee for their equivalence “Considering the relationship between the instrument

Figure 1. Cross-cultural adaptation process performed in the first stage.


4 L. L. CABRAL ET AL.

and the RPE theory, do you believe that the content of Experimental design
this instrument represents either what is to be measured Data collection was performed in four different days. In the
or its dimension, considering the theory in question? At first day, the participants attended the clinical evaluation
what level?”. The indicators of the Content Validity followed by physical activity level questionnaire (Matsudo
Coefficient (CVC) should present agreement ≥80% et al., 2001) and anthropometric measures. In the second
among the experts considering a CVC ≥ 0.80 day, i.e., familiarization session, young adult women (18 to
(Hernandez-Nieto, 2002). 30 years) performed a maximal incremental treadmill test
(Eston et al., 2012), whereas older adult women (60 to 75
years) performed a submaximal incremental treadmill test
Pretesting
(Smith, Eston, Norton, & Parfitt, 2015). In addition, parti-
Pretesting was performed to observe the viability and clarity
cipants were familiarized with the Portuguese Borg RPE
of the instrument, and it was the last stage to make changes
6–20 Scale (as detailed below). Two days after, the test
in the structure of the Portuguese scale (Pasquali, 2010).
session (i.e., third day) was performed including two testing
Twenty women (young adults, n = 14; 24 ± 3 years; 64 ±
protocols. First, a submaximal continuous treadmill test
6.9 kg; 168 ± 4.6 cm; older adults, n = 6; 67 ± 3 years; 73 ±
with the same absolute speed was applied for both women
9.3 kg; 158 ± 2.2 cm) reported their perceived exertion
groups, in order to verify discriminative construct validity
using the newly developed Portuguese Borg RPE 6–20
[i.e., the degree to which a measure can discriminate
scale during an incremental test on a treadmill (see famil-
between groups known to differ with regard to the focal
iarization protocol description in the rating of perceived
construct (Polit, 2015; Streiner, Norman, & Cairney, 2015)]
exertion section). The Borg RPE 6–20 scale and its accom-
of Borg RPE 6–20 Scale. Then, after 5 minutes resting, the
panying instructions were presented and explained during
specific incremental treadmill test was applied to the parti-
a 10-minute period preceding the incremental treadmill
cipants according to their groups. After 7 days, the retest
test. After the test, participants were asked to point out
session (i.e., fourth day) was performed following identical
any difficulty they noticed regarding the clarity of the
procedures of the test session, as well as previously sug-
language and the understanding of the scale. In addition,
gested (Pasquali, 2010; Streiner et al., 2015) and performed
the participants were asked to freely suggest/write changes
(Chung, Zhao, Liu, & Quach, 2015; Leung et al., 2004;
in the instrument. Once the participants neither reported
Rigoni, Nascimento, Belem, Vieira, & MacDonald, 2018).
difficulty in understanding the scale nor a need for chan-
The test and retest sessions were used to determine tem-
ging it, the final consolidated Portuguese Borg RPE 6–20
poral stability (reliability) of the RPE. Physiological para-
Scale was ready to be used in the second stage of the study
meters (heart rate, HR; oxygen consumption, V̇ O2) were
(see Figure 2).
measured in the test and the retest sessions, and the data
from the incremental tests were used to determine the
concurrent validity of the scale. The same researcher con-
Second stage
ducted all evaluations.
Participants
The sample size was calculated a priori, based on Rating of perceived exertion
previous study that used similar procedures and Before each test, the perceived exertion was defined to the
populations (Serafim et al., 2014), considering effect participant as “a perception of how hard and strenuous
size = 0.69, α = 0.05 and power = 0.80, the sample a physical task is” (Borg, 1962, 1970). Then, a standard set
size was 9 participants to each group. To increase the of instructions regarding the use of the scale was developed
statistical power of the study, 30 Brazilian women (16 with more recent procedures (Lagally & Costigan, 2004;
young adults, 23.6 ± 4.3 years; 62.7 ± 8.4 kg; 1.67 cm; Noble & Robertson, 1996; Utter et al., 2004), such as, before
and 14 older adults, 68.0 ± 4.0 years; 67.5 ± 9.8 kg; the exercise test, participants read the scale and its instruc-
1.56 ± 0.05 cm) participated in the second stage of tions developed by Borg (Borg, 1998). Then, the researcher
this study. A physician performed a health evaluation read and explained the standard instructions of how to
in the participants to determine their inclusion in correctly complete the scale that was anchored using mem-
this study. The inclusion criterion was the participant ory and exercise procedures (Noble & Robertson, 1996).
being considered active physically, as determined by Memory anchoring were developed when the researcher
IPAQ short version questionnaire (Benedetti, Mazo, first explained the minimum (i.e., 6) and the maximum (i.e.,
& De Barros, 2004; Craig et al., 2003). The exclusion 20) RPE for overall body related to exercise on the treadmill,
criteria were the use of orthoses or walking sticks, followed by examples of 7 and 19 RPE values for overall
untreated cardiovascular disease and any post- body for walking and/or running. Then, the intermediate
surgical treatment. rates (9, 13 and 17 RPE) were also explained and
MEASUREMENT IN PHYSICAL EDUCATION AND EXERCISE SCIENCE 5

anchoring procedures should assist the participants to have


a reference of the extremities and intermediate rates of the
Portuguese Borg RPE 6–20 Scale to subsequently obtain
correct and referenced ratings (Eston et al., 2015). This
procedure minimizes the error of response, mainly in
older adults who may have difficulty in understanding
and classifying the RPE.

Experimental protocol
The tests were performed on a motorized treadmill
(Imbramed®, Master Super ATL model, Sao Paulo,
Brazil). A heart monitor (Polar® FT7) measured the
HR during all tests. A portable gas analyzer model K4
b2 (Cosmed, Rome, Italy) was used to measure breath-
by-breath oxygen consumption. Prior to each test, the
gas analyzer was calibrated with standard gases using
a gas mixture of 16.0% oxygen and 5.0% carbon diox-
ide. A flexible mask was placed over the participant’s
mouth and nose and attached to the flow meter during
the tests.
The submaximal continuous test for both groups con-
sisted of 5-min walking at 5.1 km.h−1 applied at the begin-
ning of test and retest sessions. This exercise intensity is
equivalent to 3.3 metabolic equivalent tasks that represent
the moderate speed of occupational activities (Ainsworth
et al., 2000). The RPE and the average of V̇ O2 and HR
during the last 30 seconds of the test duration were con-
sidered for posterior analysis.
The submaximal incremental treadmill test for older
adult women was performed according to the protocol
proposed by Smith et al. (2015), in which the participant
warmed-up at 4 km.h−1 during 3 minutes. Then, the speed
was set at 5.3 km.h−1 with 0% of slope. One percent of slope
was increased every minute until 10%, and the speed was
increased 0.5 km.h−1 until participant reported RPE equal
to 17 or stopped voluntarily. The predicted V̇ O2peak
(V̇ O2peakpred) was based on V̇ O2 and HR relationship, in
which each workload stage was extrapolated to an indivi-
Figure 2. Portuguese Borg 6–20 RPE Scale. dual’s age-predicted maximal HR (HRmaxpred = 206.9 – [age
x 0.67]) (Gellish et al., 2007; Smith et al., 2015).
exemplified to the participants following the instructions of The maximum incremental treadmill test for young
the scale (see details in Appendix). These procedures should adult women was based on a modified protocol of
guarantee that the participant established a range of sensa- Eston et al. (2012). Participant warmed-up at 5 km.
tion they have experienced in life (i.e., memory recall) h−1 during 3 minutes and started the test at 6 km.h−1
(Eston, Coquart, Lamb, & Parfitt, 2015; Lagally & with 1% of slope; afterward, there was 1 km.h−1 incre-
Costigan, 2004). The exercise anchoring was also per- ment every 2 minutes of exercise. The V̇ O2peak was
formed when participant performed the familiarization determined when two or more of the following criteria
session and experienced RPE ranging from 7 to 19 on the were met: an increase in oxygen consumption of
scale. Participants pointed their RPE value on the scale <150 mL.min−1; respiratory exchange ratio ≥1.1; max-
during the tests, since the mouthpiece prevented imum heart rate (HRmax) within ±10 bpm of the pre-
a verbalized response (Utter et al., 2004). In this way, the dicted maximal (i.e., 220-age); maximal voluntary
6 L. L. CABRAL ET AL.

exhaustion. The RPE and the average of V̇ O2 and HR Content validity


measured in the last 30 seconds of each incremental The specialists suggested that the terms “underestimating”
stage, for submaximal and maximal tests, were used in (“subestimar”) and “overestimating” (“superestimar”) seem
subsequent analyses. to have ambiguity in the Portuguese scale and they indi-
cated that older adult women might have difficulty to
understand these instructions. Thus, they recommended
Statistical analysis “higher” (“maior”) and “lower” (“menor”) terms. In addi-
tion, the specialists suggested that “Escala de Esforço
Content validity was verified by calculating the CVC of Percebido” (“Perceived Exertion Scale”) should be the
clarity of language, practical pertinence and theoretical name of the Portuguese scale.
relevance of the Portuguese Borg RPE 6–20 Scale The CVC for clarity of language (0.87), practical perti-
(Pasquali, 2010). After checking data normality and homo- nence (0.92) and theoretical relevance (0.97) presented
geneity of variance using Shapiro-Wilk and Levene tests, values above 0.80 for all indicators, as previously recom-
respectively, the concurrent validity was verified by mended (Pasquali, 2010). In the pretesting of the
Pearson’s correlation of RPE with HR and %V̇ O2peak in Portuguese RPE 6–20 Scale, the participants did not
each incremental test and retest. The Pearson’s correlation report/write any difficulty in understanding the instrument,
classification ranged from very low (r = 0.0–0.29), low (r = confirming the feasibility and clarity of the scale. The
0.3–0.49), moderate (r = 0.5–0.69), high (r = 0.7–0.89) to Portuguese Borg 6–20 RPE Scale and accompanying
very high (0.9–1.00) (Hinkle, Wiersma, & Jurs, 2003). instruction are presented in the Appendix.
Reliability was verified by Intraclass Correlation
Coefficient (ICC) of each variable (RPE, HR, and V̇ O2)
between incremental test and retest sessions for each Second stage
group, individually. In addition, the ICC of RPE was calcu- Concurrent and discriminative validity, and reliability
lated between continuous test and retest sessions. The Regarding the concurrent validity, the RPE was signifi-
classification of ICC ranged from poor (.0–0.39), fair (0.4–- cantly, highly and positively correlated with HR in young
0.59), good (0.6–0.74) to excellent (0.75–1.00) (Cicchetti, adult women, while the correlation in older adult women
1994). Data were pooled and paired for concurrent validity was significant, moderate and positive. The RPE was sig-
and reliability analysis. The discriminative construct valid- nificantly, highly and positively correlated with %V̇ O2peak
ity was verified by comparing groups, using independent for young adult women, whereas the correlation between
t-test for RPE, %HRmax and %V̇ O2peak obtained from con- RPE and %V̇ O2peakpred for older adult women was signifi-
tinuous tests. Effect size was verified through Cohen’s d, cant, low and positive. These correlations in incremental
considering small (≤0.2), medium (≤0.5) and large (≤0.8) test and retest for both groups are presented in Figures 3
effects (Nakagawa & Cuthill, 2007; Rosenthal, 1994). Data and 4.
analysis was performed using SPSS software and it was Considering the discriminative validity, in the continu-
accepted a statistical significance level at P < .05. Data are ous test, the RPE (t= −6,760; d = 2,47; P < .001), %HRmax
reported as Mean ± Standard Deviation. (t = −6,068; d = 2,22; P < .001) and %V̇ O2peak (t= −3,479; d =
1,27; P < .001) were higher in older adult women than in
young ones, indicating the discriminative ability of RPE
Results between such groups of women (Table 1).
Regarding the reliability of RPE measures, the incre-
First stage
mental test and retest evaluations presented excellent levels
Cross-cultural adaptation of reliability, as presented in Table 2, for young adult
Comparing the Portuguese Borg RPE 6–20 Scale of the women and older ones in RPE (young adult women, test
present study with the scale in the book also published in = 13 ± 4 RPE and retest = 13 ± 4 RPE; older adult women,
Portuguese (Borg, 2000), the committee observed imprecise test = 12 ± 3 RPE; retest = 12 ± 3 RPE), HR (young adult
terms in the book version. The verbal descriptor “hard” in women, test = 162 ± 28 bpm; retest = 160 ± 28 bpm; older
the original scale was adapted to “difficult” (“difícil”) in the adult women, test = 118 ± 16 bpm; retest = 119 ± 17 bpm)
present study, whereas this descriptor was translated to and V̇ O2 (young adult women, test = 33.47 ±
“intense” (“intenso”) in the book version (Borg, 2000). 7.61 ml.kg−1.min−1; retest = 33.19 ± 7.39 ml.kg−1.min−1;
The verbal descriptor “difficult” was chosen by representing older adult women, test = 19.28 ± 4.03 ml.kg−1.min−1;
the correct meaning of “hard” in Portuguese, avoiding retest = 18.69 ± 3.60 ml.kg−1.min−1). In addition, during
misinterpretation of perceived exertion during the the continuous test, the RPE presented excellent levels of
evaluation. reliability for young adult women (ICC = .881; test = 8 ± 1
MEASUREMENT IN PHYSICAL EDUCATION AND EXERCISE SCIENCE 7

Figure 3. Correlation between rating of perceived exertion and heart rate in incremental test and retest sessions for young (a and b)
and older adults (c and d), respectively.

RPE; retest = 8 ± 1 RPE) and older ones (ICC = .867; different exercise types (i.e., walking or cycling) may
test = 11 ± 2 RPE; retest = 11 ± 2 RPE). produce different levels of correlations that difficult
a direct comparison among the results of different studies.
The low levels of correlations between RPE and HR
Discussion
may be explained by the aging process. The reduction
This is the first study to conduct a cross-cultural adap- of the strength of the correlation between RPE and HR
tation and to start checking the psychometric proper- with aging occurs due to a lower range of possible HR
ties of the Portuguese Borg RPE 6–20 Scale. The results values between resting and maximum HR, which
demonstrated that the translated scale version pre- occurs in parallel to the reduced work capacity (Bar-
sented concurrent validity for young adult women, Or, 1977; Serafim et al., 2014). Moreover, 71% of older
but not for older ones, excellent levels of reliability for adult women reported breathing discomfort using the
both groups and discriminative construct validity oxygen consumption mask, probably anticipating the
between the women groups exercising at the same end of the test before HR having reached the highest
absolute intensity. expected value. This feeling of breathing difficulty may
In the incremental test, RPE and HR were highly and accelerate the rise of RPE, once dyspnea is a component
positively correlated for young adult women, as originally of overall RPE (Staiano, Bosio, de Morree, Rampinini,
demonstrated by Borg (Borg, 1962). Other studies using & Marcora, 2018). Alternatively, older adults might
incremental protocols also observed a high correlation need more familiarization sessions in order to increase
between RPE and HR in young adult women and men the RPE-HR correlations. Furthermore, it is important
ones (Leung et al., 2004; Shigematsu, Ueno, Nakagaichi, to highlight that Borg believed there would be a RPE
Hosung, & Tanaka, 2004). However, RPE and HR pre- value in the 6–20 scale matching a HR value (e.g., 15
sented low-to-moderate and positive correlation in older RPE would correspond to 150 bpm) (Borg, 1982).
adult women, although higher values of correlation were However, our results do not support this contention
observed in cycle ergometer exercise in previous studies because at a given RPE value there is a large inter-
(Chung et al., 2015; Shigematsu et al., 2004). Hence, individual variation in the HR (and V̇ O2) response
8 L. L. CABRAL ET AL.

Figure 4. Correlation between rating of perceived exertion and oxygen consumption in incremental test and retest sessions for
young (a and b) and older adults (c and d), respectively. %V̇ O2peak, percentage of oxygen consumption peak; %V̇ O2peakpred,
percentage of predicted oxygen consumption peak.

Table 1. Rating of perceived exertion, heart rate, and oxygen during incremental cycling test (Shigematsu et al., 2004).
consumption of submaximal continuous test in young adult However, the correlation between %V̇ O2peak and RPE was
women and older ones. low and positive for older adult women, although higher
Young adult women Older adult women
(n = 16) Mean ± SD (n = 14) Mean ± SD levels of correlation were previously reported (Myers et al.,
RPE 8±1 11 ± 2* 1987). The possible explanation for such a different result
HRmax (%) 53.9 ± 5.3 80.4 ± 5.8* may be the extrapolation of V̇ O2peak, while high and posi-
V̇ O2peak (%) 42.2 ± 5.7 78.2 ± 9.4*
tive correlations were reported in studies with maximal
RPE, rating of perceived exertion; HRmax (%), percentage of maximum heart
rate; V̇ O2peak, percentage of oxygen consumption peak. *Significantly incremental test for older adults (Shigematsu et al., 2004).
different from young adult women; P < .001. In addition, the breathing discomfort using the oxygen
consumption mask, reported by the older adult women,
which hampers the simple conversion between RPE probably anticipated the end of the test before V̇ O2 had
and HR (by multiplying the former by 10). Actually, reached the highest expected value of 17 RPE.
the RPE tended to underestimate the predicted HR Contrastingly, most of the young adult women were able
response in our sample. to reach their maximum 19 RPE or their theoretical max-
The %V̇ O2peak was highly and positively correlated with imum 20 RPE, as previously reported (Eston et al., 2012). In
RPE in young adult women, similar to previously reported spite of the low number of participants in the present study,

Table 2. Intraclass correlation coefficients between incremental test and retest associated with rating of perceived
exertion, heart rate, and oxygen consumption in young adult women and older ones.
Young adult women (n = 16) Older adult women (n = 14)
ICC 95% CI P ICC 95% CI P
RPE 0.979 0.970–0.985 <.001 0.952 0.931–0.966 <.001
HR (bpm) 0.987 0.980–0.992 <.001 0.956 0.939–0.969 <.001
V̇ O2 0.954 0.934–0.968 <.001 0.879 0.821–0.916 <.001
(ml.kg−1.min−1)
ICC, intraclass correlation coefficient; RPE, rating of perceived exertion; HR, heart rate; V̇ O2, oxygen consumption. 95% Confidence Interval.
MEASUREMENT IN PHYSICAL EDUCATION AND EXERCISE SCIENCE 9

we have showed similar validity index to a previous study validity, it was observed high levels of reliability to
involving RPE scale in other language for young adult such population. Moreover, the Portuguese Borg RPE
women (Chung et al., 2015), whereas the Portuguese Borg 6–20 Scale presented discriminative ability between
RPE 6–20 Scale did not present a satisfactory validity index young adult women and older ones exercising at the
in older adult women. same absolute intensity. Future researches must con-
Test–retest reliability of incremental exercise was sider applying this translated and adapted scale in
excellent for young adult women and older ones. a larger and broader sample to continue the valida-
Previous studies reported lower levels of ICC compared tion process into the Brazilian culture. In addition,
to the present study, in which older adults performed general practitioners in several health, fitness, and
exercise in a cycling ergometer or were evaluated after exercise performance areas can benefit from this
myocardial infarction (Buckley, Sim, & Eston, 2009; translated scale once using this instrument will stan-
Chung et al., 2015). The reliability of RPE depends on dardize the results and facilitate the comparison
the correct scale application, in which the instructions across different facilities and settings, mainly among
need to be clear and standardized to result in accurate young adult women.
RPE (Leung et al., 2004). Furthermore, familiarization
is relevant to produce temporal stability of the measure
(Cabral et al., 2017), increasing the levels of reliability Acknowledgments
(Row, Knutzen, & Skogsberg, 2012; Souza et al., 2018). We thank to Caroline Kêmela da Silva and Gisele de Oliveira
Therefore, the Portuguese Borg RPE 6–20 Scale is reli- Ribeiro dos Santos for helping to collect data. This study was
able for young adult women and older ones and at least financed in part by Coordenação de Aperfeiçoamento de
one familiarization session with the scale is required. Pessoal de Nível Superior - Brazil (CAPES) - Finance Code
The discriminative construct validity of the 001.
Portuguese RPE 6–20 Scale was confirmed as older
adult women presented higher RPE, %HRmax and
ORCID
%V̇ O2peak values compared to young adult women.
The reduction of HRmax and V̇ O2peak and the rise of Luana L. Cabral http://orcid.org/0000-0002-3591-8132
RPE have been explained by the aging process Fábio Y. Nakamura http://orcid.org/0000-0002-5336-3652
Joice M. F. Stefanello http://orcid.org/0000-0003-4235-
(Groslambert & Mahon, 2006; Izquierdo et al., 2001). 2090
Similarly, Borg & Linderholm (Borg & Linderholm, Bruno P. C. Smirmaul http://orcid.org/0000-0001-7612-
1967) reported that RPE at fixed exercise intensity 3099
increased with aging in a heterogeneous sample of Gleber Pereira http://orcid.org/0000-0002-4508-3730
men ranging from 18 to 79 years. Moreover, the RPE
in the continuous test presented excellent levels of ICC
in both young adult women and older ones. Therefore, References
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12 L. L. CABRAL ET AL.

Streiner, D. L., Norman, G. R., & Cairney, J. (2015). Health Olhe para a escala; nós queremos que você use essa escala que
measurement scales, a practical guide to their development varia entre 6 e 20, na qual 6 significa “nenhum esforço” e 20
and use (5th ed.) Oxford, UK. significa “esforço máximo”.
Utter, A. C., Robertson, R. J., Green, J. M., Suminski, R. R., 9 corresponde a um exercício “muito leve”. Para pessoas
McAnulty, S. R., & Nieman, D. C. (2004). Validation of the saudáveis, é como uma caminhada lenta no seu próprio ritmo
adult OMNI scale of perceived exertion for walking/running por alguns minutos.
exercise. Medicine and Science in Sports and Exercise, 36(10), 13 corresponde a um exercício “um pouco difícil”, mas
1776–1780. doi:10.1249/01.MSS.0000142310.97274.94 a pessoa ainda se sente bem para continuar.
17 “muito difícil” corresponde a um exercício muito
árduo. O exercício é percebido como muito pesado. Uma
Appendix. pessoa saudável se sente muito cansada, mas ainda pode
prosseguir se continuar realmente se esforçando.
Portuguese Borg 6-20 RPE Scale and accompa- 19 “extremamente difícil” corresponde a um nível de exercício
extremamente árduo. Para a maioria das pessoas este é o exercício
nying instruction
mais extenuante que elas já experimentaram na vida.
Escala de Esforço Percebido de Borg Tente avaliar a sua percepção do esforço o mais honest-
Instruções para o uso da Escala amente possível e de maneira precisa, sem pensar na carga do
Durante o exercício, queremos que você atribua um valor para exercício em si. Não atribua valores maiores ou menores do
a sua percepção do esforço, isto é, o quão pesado (difícil) e árduo que sua real percepção. É a sua própria percepção que é
o exercício é para você. A sua percepção depende principalmente importante, não como ela se compara com a de outras pes-
do esforço e do cansaço nos seus músculos e da sua sensação de soas. Olhe para a escala e para as expressões verbais, e então
falta de ar ou incômodo no peito decorrentes do exercício. indique um número. Alguma pergunta?

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