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Development, dimensions, reliability and validity of the novel Manchester COPD fatigue scale
  1. K Al-shair1,
  2. U Kolsum1,
  3. P Berry2,
  4. J Smith1,
  5. A Caress3,
  6. D Singh1,
  7. J Vestbo1
  1. 1
    Respiratory Research Group, The University of Manchester, South Manchester University Hospitals NHS Foundation Trust, Manchester, UK
  2. 2
    Global Health Outcomes, GlaxoSmithKline, London, UK
  3. 3
    School of Nursing, Midwifery and Social Work, The University of Manchester, Manchester, UK
  1. Correspondence to Dr K Al-shair, Respiratory Research Group, 2nd floor The Education and Research Centre, South Manchester University Hospitals Trust NHS Foundation Trust, Wythenshawe, Manchester M23 9LT, UK; Khaled.Al-shair{at}postgrad.manchester.ac.uk; alshair02{at}yahoo.com

Abstract

Introduction: Fatigue is a prominent symptom in chronic obstructive pulmonary disease (COPD) and it has distinctive features; however, there is a need for a robust scale to measure fatigue in COPD.

Methods: At baseline, 122 patients with COPD (forced expiratory volume in 1 s (FEV1) 52%, women 38%, mean age 66 years) completed a pilot fatigue scale covering a pool of 57 items and underwent a range of tests, including indicators of mood and a short general fatigue questionnaire. All patients responded to the 57-item scale and it was readministered to a subset of 30 patients. The pilot scale was first subjected to constructive validated shortening steps and then to a principal components analysis.

Results: The Manchester COPD fatigue scale (MCFS) consists of 27 items, loading into three dimensions: physical, cognitive and psychosocial fatigue. Internal consistency (Cronbach’s α = 0.97) and test–retest repeatability (r = 0.97, p<0.001) were tested. It had significant convergent validity, correlating with the FACIT (Functional Assessment of Chronic Illness Therapy) fatigue scale and the fatigue in Borg scale at baseline and after a 6 minute walk distance (6MWD) test (r = −0.81, 0.53 and 0.63, respectively, p<0.001). Its scores were associated with BODE, SGRQ (St George’s Respiratory Questionnaire) and MRC (Medical Research Council) dyspnoea scores (r = 0.46, 0.8 and 0.51, respectively, p<0.001). The scale demonstrated meaningful discriminating ability; patients who walked <350 m in a 6MWD test as well as depressed patients (⩾16 scores in the Center for Epidemiologic Study on Depression (CES-D) scale) had nearly twice as high fatigue scores as those who walked ⩾350 m or were not depressed (p<0.001).

Conclusion: The MCFS provides a simple, reliable and valid measurement of total and dimensional fatigue in moderate stable COPD.

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Fatigue is one of the most prominent and disabling symptoms in chronic obstructive pulmonary disease (COPD).1 2 3 It significantly impairs the ability of patients to function normally3 4 and substantially affects their quality of life.2 5 However, fatigue has been studied to a much lesser extent than, for example, breathlessness, and the lack of a robust scale for this complex symptom in COPD may be one explanation.

Indeed, no questionnaire designed specifically to assess fatigue in patients with COPD exists. The Chronic Respiratory Questionnaire (CRQ) consists of four subscales, one of these for assessing fatigue,1 and other general and often simple scales to measure fatigue have been used.6 7 However, these general scales may not adequately capture descriptors of fatigue specific to COPD. Fatigue is a common symptom in other chronic diseases such as rheumatoid arthritis, multiple sclerosis4 and asthma.8 However, fatigue in any of these diseases has distinctive features. In rheumatoid arthritis fatigue is often associated with pain and in multiple sclerosis with neurological symptoms.4 In contrast, fatigue in COPD seems uniquely associated with dyspnoea.4 Moreover, patients with COPD have been reported to experience fatigue as a routine feeling, always associated with exertion, while patients with asthma experienced fatigue during exacerbations and it was intensified by exertion.8

We have carried out pilot work with a 57-item COPD fatigue scale, which correlated well with validated measures of COPD. Although the questionnaire was easy to use, it seemed to have redundant items and it was time consuming. We therefore aimed to shorten the pilot fatigue scale and to examine the reliability and validity of the final version.

Methods

Development of the scale

The pilot COPD fatigue scale was developed through a collaboration between GlaxoSmithhKline and the clinical research organisation Oxford Outcomes after an extensive review of the published literature, available questionnaires, and following discussion with clinical experts in COPD and 36 patients with COPD. For the development of the initial questionnaire 36 patients (with a defined gender and severity distribution) were selected and took part in three sessions (12 patients in each) with focus group interviews and open discussions on questionnaire items. The scale consisted of a pool of 57 items examining the impact of fatigue in patients with COPD; a copy of the pilot questionnaire can be seen in the online supplement.

Administration of the scale

In this study, the scale was administered twice, first to the whole group (n = 122) and then to a randomly selected subset of 30 of the patients (17 men) after a 4-week interval. On both occasions, patients were clinically stable for at least 4 weeks. A summary of the administration and shortening steps is provided in fig 1.

Figure 1

Flow chart illustrating the development of the Manchester chronic obstructive pulmonary disease (COPD) fatigue scale.

Patients

Patients were recruited from media advertising and the outpatient chest clinic at the North West Lung Centre, South Manchester University Hospital Trust, Manchester. COPD was diagnosed according to GOLD (Global Initiative for Chronic Obstructive Lung Disease) guidelines9; all patients had to be clinically stable for at least 4 weeks prior to the visit. Patients were not considered suitable if they had current or recurrent symptomatic ischaemic heart disease, lung cancer, known psychiatric illness, maintenance treatment with systemic corticosteroids, active tuberculosis or insulin-dependent diabetes mellitus. Patient recruitment extended from April 2006 to December 2007. We assessed 200 patients and from 145 suitable patients 122 were enrolled in the study.

All participants gave written informed consent. The Local Research Ethics Committee in Manchester approved the study.

Measurements

Spirometry was done according to the ATS/ERS Standardisation Guideline10 using a Jaeger MasterScreen spirometer (Jaeger, Hoechberg, Germany). Earlobe capillary blood gases were measured according to the method described by Spiro and Dowdeswell11 using a Radiometer analyser (Radiometer Medical, Copenhagen, Denmark). Exercise capacity was measured using the 6 minute walk distance (6MWD) test according to the ATS guideline.12 Before and after completion of the 6MWD test, dyspnoea and fatigue were assessed using the Borg scale.13

Health status was measured using the St George’s Respiratory Questionnaire (SGRQ)14 and dyspnoea was assessed using the Medical Research Council (MRC) dyspnoea scale15; the multidimensional BODE index was also used.16 The Center for Epidemiological Study on Depression (CES-D) scale was used to assess depressive symptoms.17 Bioelectrical impedance analysis (BIA) was performed in the supine position at the beginning of the visit using Bodystat 1500 (Bodystat, Douglas, UK). The Functional Assessment of Chronic Illness Therapy (FACIT) fatigue scale of 13 items was also used in the 30 patients repeating our fatigue scale; overall scores of the FACIT scale range from 0 to 52, with higher scores signifying less fatigue7;this scale was not developed for patients with respiratory diseases but has previously been used in COPD.5

Item reduction of fatigue scale

The items reduction plan is shown in fig 1 and uses a constructive framework based on previous experiences.1 6 18 19 20 Removed items are: (1) not applicable items—that is, items which patients reported were not applicable to their current lifestyle; (2) items showing redundancy of measurement defined by a high correlation (r⩾0.8) with another item; (3) items with a correlation coefficient (r2 coefficient) <0.5 or >0.9 with all the other items; (r2 coefficient is the value of the squared correlation between each item and the total score of all the other items); and (4) items with a “floor” or “ceiling” effect—that is, items that were mostly answered with “Never” or “Always”. Importantly, before any item was removed, its clinical importance (content validity) was considered.

Components extraction

After the first item selection, the 30 items of this shortened COPD fatigue scale were subjected to an exploratory principal component analysis (PCA). We used Kaiser’s criterion of eigenvalue >1 and Catell’s scree test to determine the number of components.21

We conducted both orthogonal and oblique rotation techniques and found that oblique (Direct Oblimin) provided the best and easiest interpretation; nevertheless, the orthogonal approach (Varimax) provided a very similar result. To achieve a more consistent version, the shortened scale was resubjected twice to the PCA until no item loaded <0.4 on the components.

Reliability of the fatigue scale

To investigate the reliability of the shortened final fatigue scale we measured the test–retest intraclass correlation coefficient (ICC) of the scale and of each of its dimensions. Additionally, we compared the mean difference between two different measurements as described by Bland and Altman.22 We also investigated the internal consistency of the scale and each dimension. Cronbach’s alpha coefficient23 was used and a correlation ⩾0.7 was assumed to indicate that questions within a dimension are likely to measure the same construct.

Validity of the fatigue scale

To examine the convergent validity, total and dimensional scores of the shortened final scale were correlated with the scores of the FACIT fatigue questionnaire and Borg scale before and after the 6MWD test. We also measured the correlation between total and dimensional scores of the fatigue scale and COPD severity, impairment in quality of life and the perception of dyspnoea using BODE scores, SGRQ and the MRC dyspnoea scale, respectively. The discriminant validity was also investigated using the mean fatigue scores between the original BODE quartiles,16 between depressed/not depressed patients (using ⩾16 scores cut-off of CES-D), and between patients with a 6MWD of more or less than 350 m.24

Method of administration and scoring system of the Manchester COPD fatigue scale (MCFS)

Consistent with the original scale, the MCFS is a self-administered scale investigating fatigue in the last 2 weeks, and the scoring system was stated as responses: Never, Rarely, Sometimes, Usually or Always. This was scored as 0, 0.5, 1, 1.5 or 2, and thus the total score from the 27 items ranged from 0 to 54; the higher the score, the more fatigue.

Statistical method

Normal distribution was assessed by Kolmogorov–Smirnov goodness of fit test. In addition to the statistical methods mentioned previously, the Spearman correlation coefficient was used to examine the correlation between the fatigue scale and its dimensions with the Borg scale (before and after the 6MWD test), BODE scores and MRC dyspnoea scores. Paired t test was used to compare the mean of fatigue scores in both administrations.

The association of total and dimensional fatigue scores with COPD severity (using the original BODE quartiles) was examined using analysis of variance (ANOVA). We used the independent sample t test to compare the mean fatigue score in groups defined according to CES-D depression scores and 6MWD. SPSS version 15 (SPSS, Chicago, Illinois, USA) was used.

Results

The patient group consisted of 122 patients with mainly moderate stable COPD (mean forced expiratory volume in 1 s (FEV1) 52% of predicted). The mean age was 66 years, and women made up 38% of the sample. As can be seen in table 1, patients <65 years had more severe COPD, worse health status, higher depression scores, more dyspnoea, less muscle mass and were more likely to be smokers.

Table 1

Baseline characteristics of the sample

Item reduction

Using constructive steps, 27 items were excluded from the initial 57 items; these items are listed in table 1 in the online supplement. First, >20% of the patients reported that items 21, 35 and 45 were not applicable; second, a high correlation coefficient (r⩾0.8) between any two items was assessed, and items 5, 9, 13, 21, 31, 33, 36, 39, 47 and 51 were removed; third, each of items 1, 2, 3, 6, 12, 15, 17, 18, 19, 20, 21, 26, 34, 35, 38, 44, 45 and 55 showed a low r2 coefficient; and fourth, items 6 and 45 showed clear floor and ceiling effects. After this procedure, we were left with a 30-item questionnaire.

Dimensions

The 30-item COPD fatigue scale was subjected to a PCA. Prior to performing the PCA, suitability of the data for factor analysis was assessed. Inspection of the correlation matrix revealed the presence of many coefficients of ⩾0.3. The Kaiser–Meyer–Oklin value was 0.94 (exceeding the recommended value of 0.6) and Bartlett’s test of sphericity reached statistical significance (<0.001), supporting the suitability of the data for a PCA.

PCA revealed the presence of three components with eigenvalues exceeding 1, explaining 57.1, 6.1 and 5.1% of the variance, respectively (table 2 in the online supplement). Using a scree test, it was decided to retain three components for further investigation (fig 1 in the online supplement). To aid in the interpretation of these three components, oblimin rotation was performed. The rotated solution revealed the presence of a simple structure, with all three components showing a significant number of strong loadings. Items related to physical activities were loaded to component 1 (physical component), items related to cognitive activities were loaded to component 2 (cognitive component) and items of psychosocial importance were loaded to component 3 (psychosocial component). Using the regression scores of each dimension there was a high correlation between the three components (table 5 in the online supplement), supporting the strong structure of the questionnaire. A summary of this step can be seen in table 2 in the online supplement.

Table 2

Comparison of mean (SD) scores of the total MCFS and its dimensions at both visits (30 day interval)

In the final refining step, items with low loading (30, 50 and 54 according to their number in the original long version) were removed (as shown in table 2 in the online supplement). Removal of these items did not affect the total explained variance of the scale and provided better consistency and homogeneity for each component and within components. This step resulted in the 27-item final version of the MCFS with three dimensions: physical (11 items), cognitive (7 items) and psychosocial (9 items). The summary of pattern and structure matrices for PCA with oblimin rotation of the three-factor solution of the scale can be seen in table 3 in the online supplement.

Table 3

Correlations between total and dimensional scores of the MCFS and the FACIT fatigue scale, Borg scale, BODE index, SGRQ and MRC dyspnoea scale

The correlations between total score and each dimension were >0.78, and within dimensions were >0.55 (p<0.001 for all correlations); further details can be seen in table 5 in the online supplement.

We found a high correlation between the total scores of the 27-item final version of the questionnaire and those of the original 57-item long version (r = 0.99, p<0.001).

Reliability of the MCFS

For test–retest reliability the ICCs for the scale and its physical, cognitive and psychosocial dimensions were 0.97, 0.96, 0.91 and 0.95, respectively. The mean scores (SD) for total MCFS and the three dimensions at both visits are shown in table 2.

A Bland–Altman plot showed small and statistically insignificant mean differences (p = 0.8, 0.5, 0.6 and 0.6, respectively), and 95% limits of agreement of repeatability of −7 to +7.44, −2.98 to +3.42, −2.77 to +3.07 and −3.25 to +3.55, respectively; see figure 2 in the online supplement. Using Cronbach’s alpha for measuring internal consistency for the scale and each dimension, we found values of 0.97, 0.94, 0.92 and 0.95, respectively.

Validity of the MCFS

Regarding convergent validity, the scale showed a high correlation with the FACIT fatigue scale and fatigue in the Borg scale. It also responded well to the change in fatigue measured with the Borg scale before and after the 6MWD test, as shown in table 3.

Additionally, the MCFS showed superiority to the FACIT scale in correlation with these well-established measures in COPD as shown in table 4 in the online supplement.

Table 4

MCFS scores in groups defined according to BODE quartiles, CES-D scores and 6MWD

Using the original BODE quartiles, we found increasing fatigue with increasing disease severity; as can be seen in table 4, the mean total and dimensional fatigue scores were significantly higher consistently with the degree of COPD severity.

We found that 48% of our patients suffered from limited exercise capacity defined as a 6MWD <350 m. Our fatigue scale showed significant discriminating ability of poor exercise performance. In addition, patients with depressive symptoms scored approximately twice as high on total fatigue and dimensions, as shown in table 4. The scale also correlated well with health status and dyspnoea as shown in table 3. Additionally, the MCFS scale showed superiority to the FACIT scale in correlation with these well-established measures in COPD as shown in table 4 in the online supplement.

Fatigue, gender and age

We found no gender difference in fatigue scores. However, age had a weak negative correlation with fatigue scores; younger patients (<65 years) perceived more fatigue than older patients, 31.9 vs 24.4 (p = 0.004) for total fatigue and 12.3 vs 9.7 (p = 0.02), 7.6 vs 5.7 (p = 0.007) and 12.0 vs 9.0 (p = 0.003) for physical, cognitive and psychosocial fatigue, respectively.

Discussion

This study presents a novel reliable, valid and simple scale for measuring fatigue in patients with COPD, the MCFS. We found that its 27 items loaded in a balanced distribution on three dimensions: physical, cognitive and psychosocial fatigue. The total scale and each dimension had optimal internal consistency and showed a significant correlation with other available scales measuring fatigue such as the FACIT fatigue and Borg scales. The scale had meaningful discriminating ability in identifying patients with poor exercise performance, low mood and severe disease according to BODE score. The scale also achieved a significant correlation with other established valid constitutional measures in COPD such as the SGRQ and MRC dyspnoea scale.

We started out with a pool of 57 items in an early draft of the COPD-specific fatigue scale. However, this draft appeared to have redundant items and was time consuming. In our study, patients did not seem to have a problem with responding to questions on the fatigue scale and we actually found that >94% of the patients completed the long fatigue questionnaire at both visits without omitting items. We found that the completeness of the fatigue scale was better than both the CES-D and SGRQ questionnaires. This of course needs validation in other studies as previous studies have in fact shown some issues with data completeness with the CES-D and SGRQ questionnaires25 26 and the same could be the case for the MCFS outside the research setting. The high correlation between the total scores of the 27-item short version and the early 57-item long version makes us confident that our reduction steps were reliable and valid. Re-administration of the scale after a 1-month interval to stable patients was considered important in light of the chronicity of COPD.27 The scale was administered to a gender-balanced sample in both administration sessions. Thus, the choice of items is unlikely to be affected by gender. Consistent with the literature, we found no correlation between gender and fatigue.5 The negative correlation between age and fatigue follows the pattern seen for MRC dyspnoea, SGRQ and CES-D scores in table 1.

Fatigue has been studied as a component in previous scales examining health status. As an example, the CRQ has a fatigue component but this is assessed crudely by use of a few general questions.1 Other general scales have been used in a limited number of studies, including the FACIT fatigue scale,7 the Piper Fatigue Scale (PFS),28 the Multidimensional Fatigue Index 20 (MFI-20)29 and the Fatigue Impact Scale (FIS).30 None of these is COPD specific. The FACIT scale has 13 items and it only offers a simple assessment, the PFS is a 41-point visual analogue scale and it was found to be difficult to follow, and the MFI-20 assesses fatigue for the last few days only.2 The FIS of 40 items offered 20 items to assess psychosocial aspects but only 10 items to describe fatigue in response to physical activities.

A recent study using the FACIT fatigue scale found that overall fatigue correlated with poor quality of life, dyspnoea, depression and annual exacerbation frequency.5 In our study we found that cognitive and psychosocial fatigue dimensions also correlated significantly with COPD severity, impairment of quality of life, poor exercise performance and low mood, and our findings underscore the need to examine psychosocial and cognitive fatigue aspects in detail in COPD. Another feature of this extrapulmonary domain, depression, has in different studies been associated with poor exercise performance,31 exacerbation,32 hospital admission33 and mortality.34

Our study has weaknesses. We cannot preclude that part of the fatigue measured may relate to factors other than COPD not captured sufficiently—for example, other undiagnosed chronic diseases. However, this is a feature of all measures of overall health outcomes and we made an effort to question patients on co-morbidities. Fatigue could possibly be affected for long after an exacerbation, in line with findings regarding health status35; we chose 4 weeks of documented stability as this is generally regarded as a valid time interval.

In conclusion, the MCFS has shown significant reliability, reproducibility and validity, and measured dimensions of fatigue in moderate stable COPD. It is short, simple to complete, easy to administer/self-administer and investigators do not need training for administration or scoring the scale. In addition to overall fatigue assessment, the scale offers dimensional measurements. We recommend further studies of fatigue in COPD and propose to include the MCFS as a tool (a copy of the MCFS is available in the online supplement).

Acknowledgments

We would like to thank Professor Ingela Wiklund for the inspiring suggestions, and our institution’s medical statistician Dr Julie Morris for statistical advice.

REFERENCES

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Footnotes

  • ▸ The pilot and final questionnaires together with additional tables and figures are published online only at http://thorax.bmj.com/content/vol64/issue11

  • Competing interests None.

  • Ethics approval The Local Research Ethics Committee in Manchester approved the study.

  • Provenance and Peer review Not commissioned; externally peer reviewed.

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