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      Brief version of Zarit Burden Interview (ZBI) for burden assessment in older caregivers Translated title: VERSÃO ABREVIADA DA ZARIT BURDEN INTERVIEW PARA AVALIAÇÃO DE SOBRECARGA EM IDOSOS CUIDADORES

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          ABSTRACT.

          The degree of burden related to the demands of daily care provided to a dependent older adult is important to evaluate due to the negative influence exerted on caregivers’ physical and psychological health.

          Objective:

          To analyze the validity of the 12-item version of the Zarit Burden Interview administered to older caregivers of community-dwelling older dependent individuals and suggest a cut-off score based on quartiles.

          Methods:

          Three hundred and forty-one older caregivers (mean age: 69.6±7.1 years; 76.8% women) registered with primary healthcare centers were evaluated using the ZBI-12. Additional evaluations addressed stress (Perceived Stress Scale [PSS]), depressive symptoms (Geriatric Depression Scale [GDS]) in the older caregivers and the degree of dependence of the older care recipients (Lawton and Brody [L&B]).

          Results:

          Cronbach’s alpha demonstrated very good internal consistency (α=0.81). Correlations were found between all ZBI-12 items and overall score on the PSS (r=0.53; p<0.01). GDS (r=0.43; p<0.01) and L&B (r= -0.23; p<0.01) scale scores. The PSS demonstrated the strongest correlation with ZBI-12 score and proved to be the standard reference. Based on caregivers with a higher degree of stress considering the PSS score quartiles, a cut-off score of 13 points on the ZBI-12 is suggested for screening burden in community-dwelling older caregivers, but should not be assumed as normative data.

          Conclusion:

          The ZBI-12 can be considered valid for evaluation of burden in clinical practice and research as a fast, efficient option for screening burden among older caregivers of community-dwelling older adults.

          RESUMO.

          O grau de sobrecarga relacionado às demandas do cuidado diário ao idoso dependente é uma importante medida a ser avaliada por influenciar de modo negativo na saúde física e psicológica do cuidador.

          Objetivo:

          Analisar a validade da Zarit Burden Interview versão 12 itens (ZBI-12) em idosos cuidadores de idosos da comunidade e sugerir nota de corte de acordo com quartis.

          Métodos:

          Foram avaliados 341 idosos cuidadores (M=69,6±7,1 anos; 76,8% feminino) cadastrados na Estratégia Saúde da Família utilizando a ZBI-12. Adicionalmente, foram realizadas avaliações de estresse (Escala de Estresse Percebido [PSS]) e de sintomas depressivos (Escala de Depressão Geriátrica [GDS]) no idoso cuidador, e avaliada a dependência dos idosos receptores de cuidado (Escala de Atividades da Vida Diária de Lawton e Brody [L&B]).

          Resultados:

          As análises por alfa de Cronbach mostraram consistência interna de α=0.81. Foi encontrada correlação entre todos os itens da ZBI-12 e do escore geral com os escores de PSS (r=0,53; p<0,01), GDS (r=0,43; p<0,01) e L&B (r= -0,23; p<0,01). Especificamente, a PSS obteve associação mais estreita com o escore da ZBI-12, se mostrando o padrão-referência. Considerando a divisão por quartil da PSS, para os cuidadores mais estressados, sugere-se nota de corte de 13 pontos na ZBI-12 para rastreio da sobrecarga em idosos cuidadores da comunidade em geral.

          Conclusão:

          A ZBI-12 apresentou boa consistência interna e pode ser considerada válida nessa população. Espera-se que o instrumento auxilie na avaliação da sobrecarga na prática clínica e na pesquisa e se torne uma alternativa de aplicação rápida e eficiente no rastreio de sobrecarga entre cuidadores mais velhos na comunidade.

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          Most cited references41

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          The Zarit Burden Interview: a new short version and screening version.

          The purpose of the study was to develop a short and a screening version of the Zarit Burden Interview (ZBI) that would be suitable across diagnostic groups of cognitively impaired older adults, and that could be used for cross-sectional, longitudinal, and intervention studies. We used data from 413 caregivers of cognitively impaired older adults referred to a memory clinic. We collected information on caregiver burden with the 22-item ZBI, and information about dependence in activities of daily living (ADLs) and the frequency of problem behaviors among care recipients. We used factor analysis and item-total correlations to reduce the number of items while taking into consideration diagnosis and change scores. We produced a 12-item version (short) and a 4-item version (screening) of the ZBI. Correlations between the short and the full version ranged from 0.92 to 0.97, and from 0.83 to 0.93 for the screening version. Correlations between the three versions and ADL and problem behaviors were similar. We further investigated the behavior of the short version with a two-way analysis of variance and found that it produced identical results to the full version. The short and screening versions of the ZBI produced results comparable to those of the full version. Reducing the number of items did not affect the properties of the ZBI, and it may lead to easier administration of the instrument.
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            Brazilian version of the Burden Interview scale for the assessment of burden of care in carers of people with mental illnesses

            INTRODUCTION: Burden on informal carers of people with mental or physical illnesses has been studied for a long time. Several standardized instruments for the assessment of carer's burden have been developed. The Burden Interview is one of the most frequently used instruments. The aim of the present study is to examine the internal consistency and validity of the Brazilian version of the Burden Interview, designed to examine the burden in carers of individuals with mental illnesses. METHODS: Carers of patients with a diagnosis of depression, aged 60 or over, were assessed for burden (Burden Interview), emotional distress (SRQ-20) and their perception of patients' behavioral and mood disturbances (Behavioral and Mood Disturbance Scale - BMD). Socio-demographic information of patients and carers was collected with a standardized form. The reliability of the Burden Interview was assessed through its internal consistency. Construct validity was assessed through the exam of the associations of carers' burden with their perception of patients' behavioral and mood disturbances, and the carers' burden with carers' distress. RESULTS: Eighty-two carers of elderly patients with depression were included, being forty-eight (58,5%) women. The internal consistency was good, with a Cronbach's alpha of 0.87. The associations between total scores of the Burden Interview and total scores of the SRQ-20 (r=0.37, p=0.001), and between total scores of the Burden Interview with total scores of BMD (r=0.54, p=0.001) were strong, and similar to other studies that examined those associations, indicating a good construct validity of the Brazilian version of the Burden Interview. DISCUSSION: The Brazilian version of the Burden Interview is a standardized and valid instrument that can be used in the study of the impact of mental and physical illnesses on informal carers.
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              [Reliability of the Brazilian version of the ++abbreviated form of Geriatric Depression Scale (GDS) short form].

              Depression is a frequent health problem in old age, although the detection of such cases in clinical practice is often difficult. The systematic use of depression rating scales may increase diagnostic rates of depression amongst the elderly. This study aimed to assess the test-retest reliability of short versions of the Geriatric Depression Scale (GDS) with 1, 4, 10, and 15 items. Sixty-four consecutive patients aged 60 or over attending the outpatient clinic for the elderly (UNID) at the Department of Mental Health of Santa Casa of São Paulo were recruited for the study between February and May 1998. All subjects fulfilled criteria for the diagnosis of a depressive disorder (current or in remission) according to ICD-10, and had Mini Mental State scores greater than 10. They were evaluated twice in 48 to 72 hours with the GDS-15. Fifty-one patients completed both assessments. Agreement between scores for individual items was evaluated with Kappa statistic. Kappa coefficients ranged from 0.04 to 0.49, indicating that there was much variation within individual items. Total GDS-15 scores were reasonably stable, as assessed by paired Wilcoxon (z = 1.60, p = 0.109), Spearman correlation coefficient (rho = 0.86, p < 0.001), and weighted Kappa (Kappa = 0.64). The same pattern was also observed for the total scores of the GDS-10 on the paired Wilcoxon (z = 0.85, p = 0.402), Spearman correlation coefficient (rho = 0.81, p < 0.001), and weighted Kappa (Kappa = 0.60). Total score for the GDS-4 showed significant changes from test to retest (z = 3.75, p < 0.001; rho = 0.56, p < 0.001; Kappa = 0.37). These results indicate that the short GDS versions with 1 and 4 items are unreliable for use in clinical practice. In contrast, the GDS with 10 and 15 items produced consistent results in the assessment of elderly patients when total scores were used as clinical guidelines.

                Author and article information

                Journal
                Dement Neuropsychol
                Dement Neuropsychol
                dn
                Dementia & Neuropsychologia
                Associação de Neurologia Cognitiva e do Comportamento
                1980-5764
                Jan-Mar 2019
                Jan-Mar 2019
                : 13
                : 1
                : 122-129
                Affiliations
                [1 ]PhD. Professors, Undergraduate Program in Gerontology, Universidade Federal de São Carlos, São Carlos, SP, Brazil.
                [2 ]MSc. Candidate, Graduate Nursing Program, Universidade Federal de São Carlos, São Carlos, SP, Brazil.
                [3 ]PhD. Professors, Universidade Federal do Mato Grosso do Sul - Três Lagoas, MS, Brazil.
                Author notes
                Aline Cristina Martins Gratão. Department of Gerontology - Universidade Federal de São Carlos - Rod. Washington Luís, km 235 - SP-310 - São Carlos SP - Brazil. E-mail: aline-gratao@ 123456hotmail.com

                Disclosure: The authors report no conflicts of interest.

                Authors contributions. All the authors have contributed to the manuscript preparation and conceptualization.

                Article
                10.1590/1980-57642018dn13-010015
                6497029
                31073389
                bbde8e57-a794-48b0-b277-ce95f54cca74

                This is an Open Access article distributed under the terms of the Creative Commons Attribution License, which permits unrestricted use, distribution, and reproduction in any medium, provided the original work is properly cited.

                History
                : 17 August 2018
                : 10 December 2018
                Categories
                Original Article

                caregivers,older adult,psychological stress,validation studies,geriatric nursing,cuidadores,idoso,estresse psicológico,estudos de validação,enfermagem geriátrica

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