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DETERMINANTS OF EMOTIONAL STATES AND BURDEN
IN SPOUSES OF CHRONIC SCHIZOPHRENIC PATIENTS

The concept of burden on family members of psychiatric patients continues to challenge investigators because of various conceptual, measurement and methodological difficulties (Fallon et al 1984). Burden as a research construct is examined in diverse samples and conceptualized in several ways (Stephen and Kinney, 1989). Trendley (1946) first used the term burden on the family and referred to it as the consequence for those who are in close contact with a psychiatric patient. Brown (1967) considered it as the impact of living with a patient on the way of life and health of family members. Platt (1985) defined burden as “the presence of problems, difficulties or adverse events which affect the life (lives) of a psychiatric patient’s significant others, e.g., members of the household and/or the family”. Jenkins and Schumacher (1999) defined it as “behavioral difficulties, social disruption, and adverse effects of illness on family (or significant others)”.

Schizophrenia is a chronic and disabling condition which produces considerable burden in the caregivers. Early researches on family burden included the work of Grad and Sainsburry (1968) and Pasamanick et al (1967) who studied in-patient hospital treatment versus out-patient home care of mentally ill patients. Hoenig and Hamilton (1969) observed that the family burden in widely reported by the care givers of schizophrenic patients. Pai and Kapur (1981) found positive correlation in social dysfunction, psychopathology and burden in the families of schizophrenic patients. Nizhawan et al (1985) observed that the families of schizophrenic patients chiefly perceived burden in the areas of family routine, family interactions and health of family members.

The relationship between family burden and socio-demographic characteristics of the patients such as age, education, gender, ethnicity and social class have also been investigated. Biegel and Milligan (1992) suggested that there were little convincing evidence to support the relationship between socio-demographic characteristics of the patients and burden on family members.

Martyns-Yellowe (1992) found that rural families of the schizophrenic patients experienced significantly more financial burden than urban families. Mors et al (1992) reported that the stress level was higher among family members of the male patients.

In married patients the primary care is usually provided by the spouses. Fadden et al (1987) interviewed spouses of depressive patients and found restrictions in social and leisure activities, a fall in family income and a considerable strain on marital relationship. Kumar et al (2002) observed significantly greater burden in female spouses of schizophrenic patients living in nuclear family set up.

Burden of care is associated with less optimal clinical and psychosocial outcome in schizophrenia (Fallon & Pedersen, 1985; Perlick et al 1992). Family burden has high correlation with ‘expressed emotion’ (Scazufca and Kuipers, 1996), a critical variable that is linked with patients’ course of illness (Butzlaff and Hooley, 1988). Therefore it becomes imperative to delineate various dimensions of burden in the families of psychiatric patients for planning effective psychosocial management and rehabilitation.

A host of variables cobntribute to the emotional states and burden in spouses of psychiatric patients. This can schematically be represented as under

 

AIM:

The index study aims at delineating determinants of emotional states and burden in spouses of chronic schizophrenic patients.

Variables: The identified variables for investigation are as follows:

Independent Variables:

1.          Patient Related:

a.             Psychosocial Dysfunction

b.             Duration of Illness

2.          Spouse Related:

a.             Defense Mechanisms

b.             Coping Mechanisms

c.             Personality

d.             Gender

3.          Environment Related:

a.             Family Type

b.             Domicile

Dependent Variables:

1.     Emotional States

2.     Spousal Burden

METHOD

Sample: A sample of at least 120 spouses of chronic schizophrenic patients shall be drawn from Institute of Mental Health and Hospital, Agra. It shall be ensured that equal numbers of participants in following categories are included: either gender, nuclear and joint family, rural and urban domicile. Following inclusion/exclusion criteria shall be adopted:

a.      Age range 21-55 years

b.      Minimum two years duration of exposure to schizophrenic illness

c.      No history of substance abuse or major medical illness in either spouse

d.      Co-operative and consenting spouses

e.     Diagnosis of chronic schizophrenia as per ICD-10 Diagnostic Criteria

Tools:

1.     Personal Data Sheet: For recording identifying information of patients and spouses and pertinent clinical information regarding participants

2.     Dysfunctional Analysis Questionnaire (DAQ): The questionnaire is a measure of dysfunction in the patients. It is developed by Pershad et al (1985). DAQ assesses dysfunction in five areas – Social, Vocational, Personal, Family and Cognitive. There are ten items in each area rated on five points. The maximum score in each area is 50. It can be administered on patient or any one living with the patient. The re-test reliability ranges from .76-.92. The validity with external criteria ranges from .28-.65.

3.     Defense Mechanism Inventory (DMI): The inventory is developed by Mrinal and Mrinal (1984). Separate versions are available for Male and Female participants. It assesses five clusters of defense mechanisms: Turning against objects (TAO), Projection (PRO), Principalization (PRN), Turning against self (TAS), and Reversal (REV). Each version contains 10 stories. Subject is asked to respond to four questions corresponding to four types of behaviour evoked by the situation described in story: (a) proposed actual behaviour (b) impulsive behaviour (c) thoughts (d) feelings. Five responses are provided for each question, each responses representing one of the five clusters of defense mechanism. The scoring is done through templates. The retest reliability ranges from .80-.92. The construct validity and
inter-relationships are satisfactory.

4.     Coping Checklist (CC): It is developed by Rao et al. (1989). The checklist consists of 70 items in seven subscales categorized in three domains: problem focused, emotion focused and; problem and emotion focused. The retest reliability is .74. It has been validated in a community sample.

5.     Eight State Questionnaire (8SQ) [IPAT, 1975]: The questionnaire measures eight emotional states: (a) anxiety (b) stress (c) Depression (d) Regression (e) Fatigue (f) Guilt (g) Extraversion (h) Arousal. There are 96 items, 12 for each emotional states. Each item has four options and is scored either 0,1,2, or 3. The retest reliability ranges from .91-.96. The ranges of validities are .48-.92.

6.     Burden Assessment Schedule (BAS): The schedule is developed by Thara et al (1998). It measures burden in nine areas: (a) Spouse related (b) Physical and mental health (c) external support (d) caregiver’s routine (e) support of patient (f) taking responsibility (g) other relations (h) patients’ behaviour (i) caregivers’ strategy. There are 40 items rated on three point scale. The reliability is .80. The validity ranges from .71-.80.

Procedure: The spouses of prospective participants shall be approached. Rapport shall be established. They will be briefed about the study and its relevance. Consent will be obtained. The above tools shall be administered individually after ascertaining inclusion criteria.

Statistical Analysis: The data shall be processed through Statistical Package for Social Sciences (SPSS) for computation of multiple regression and other appropriate statistics.

Results and Discussion

 The obtained results shall be described and discussed in the light of existing literature and observations.

Implications:

The results shall be useful in enhancing understanding of various determinants of emotional states and burden in spouses of chronic schizophrenic patients which shall directly contribute to family therapy particularly burden management.

REFERENCES

          Biegel, D. and Milligan, S. (1992) The role of race in family care giving with persons with mental illness: Burden, support systems and the use of self-help. Cleveland, OH: Mandel School of Applied Sciences.

          Brown, G.W. (1967) The family of the schizophrenic patient. In A.J.Copen and A. Walk (Eds) Recent Development in Schizophrenia. London: royal Medico Psychological Association.

          Butzlaff, R.L. and Hooley, J.M. (1988) Expressed emotion and psychiatric relapse: A meta-analysis. Archives of General Psychiatry, 55, 547-552.

          Fallon, I.R.H. & Pedersen, J.(1985). Family management and prevention of morbidity in schizophrenia: The adjustment of the family unit. British Journal of Psychiatry, 147, 156-163.

          Fadden, G., Bebbington, P., & Kuipers, L. (1987). Caring and its burden: A study of spouses of depressed patients. British Journal of Psychiatry, 151, 660-667.

          Grad,J. and Sainsburry, P. (1968) The effects that patients have on their families in community care. British Journal of Psychiatry, 114, 265-278.

          Hoening, G.,  & Hamilton, M.W. (1969). The de-segregation of the mentally ill. London:Routledge and Kegan Paul.

          IPAT (1975) Eight state questionnaire. Illinois: Institute of Personality and Ability Testing.

          Jenkins, J.H. & Schumacher, J.G. (1999) Family burden of schizophrenia and depressive illness: Specifying the effects of ethnicity, gender and social ecology. British Journal of Psychiatry, 174, 31-38.

          Kumar, S., Mohanty, S., Kumar, R., Kumar, A. (2002). Gender differences in perceived burden of care among spouses of depressive patients. Eastern Journal of Psychiatry, 5, 26-28.

          Martyns-Yellowe, I.S. (1992) The burden of schizophrenia on the family: A study from Nigeria. British Journal of Psychiatry, 161, 779-782.

          Mrinal, N.R. and Mrinal, U. (1984) Defense Mechanism Inventory. Agra: National Psychological Corporation.

          Mors, O., Sorenson, L.V., and Therkildsen, M.L. (1992) Distress in the relatives of psychiatric patients admitted for the first time. Acta Psychiatrica Scandinavica, 85, 337-344.

          Nijhawan, M., Gautam, S. & Gehlot, P.S. (1985) Who is more burden on the family? Schizophrenic and chronic illness. Indian Journal of Social Psychiatry, 7, 202-210

          Pai, S. and Kapur, R.L. (1981) The burden on the family of a psychiatric patient: Development of an interveiw schedule. British Journal of Psychiatry, 138, 331-335.

          Pasamanick, B., Scarbetti, F., and Dinitz, S. (1967) Schizophrenia in the community: An experimental study in the prevention of re-hospitalization. New York: Appleton-Century-Crofts.

          Perlick, D., Stastny, P., Mattis, S. et al. (1992) Contributions of family, cognitive and clinical dimensions of long term outcome in schizophrenia. Schizophrenia Research, 6, 267-265.

          Perlick, D., Clarkin, J.F., Sirey, J. et al. (1999). Burden experienced by caregivers of persons with bipolar affective disorder. British Journal of Psychiatry, 175, 56-62.

          Pershad, D., Verma, S.K., Malhotra, A. and Malhotra, S. (1985) Dysfunction Analysis Questionnaire. Agra: National Psychological Corporation

          Platt, S. (1985) Measuring the burden of psychiatric illness of the family: An evaluation of some rating scales. Psychological Medicine, 15, 383-393.

          Rao, K.  Subbakrishna, D.K. and Prabhu, G.G. (1989) Development of a Coping Checklist. Indian Journal of Psychiatry, 31, 128-133.

          Scazufca,M. & Kuipers, E. (1996). Links between expressed emotion and burden of care in relatives of patients with schizophrenia. British Journal of Psychiatry, 168, 580-587.

          Stephens, M.A.P. and Kinney, J (1989) Caregiving stress instrument: Assessment of content and measurement quality. Gerontology Review, 2, 4-54

         Thara,R., Padmavati, R., Kumar, S., & Srinivasan, L. (1998) Burden Assessment Schedule. Indian Journal of Psychiatry, 40, 21-29

          Trendley, M.B. (1946) Mental Illness and family routines. Mental Hygiene, 15, 407-418.

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