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Research Reports |
C Peel, PT, PhD, is Associate Dean, School of Health Related Professions, and Investigator, Birmingham/Atlanta VA Geriatric Research Education and Clinical Center (GRECC), Birmingham, Ala
P Sawyer Baker, PhD, is Assistant Professor, Division of Gerontology and Geriatric Medicine, University of Alabama at Birmingham
DL Roth, PhD, is Professor, Department of Biostatistics, Center for Aging, University of Alabama at Birmingham, Investigator, Birmingham/Atlanta VA Geriatric Research, Education, and Clinical Center
CJ Brown, MD, is Assistant Professor and Investigator, Birmingham/Atlanta VA Geriatric Research, Education, and Clinical Center, Division of Gerontology and Geriatric Medicine, University of Alabama at Birmingham
EV Bodner, BS, is Information Systems Specialist III, Department of Gerontology and Geriatric Medicine, University of Alabama at Birmingham
RM Allman, MD, is Professor and Director, Birmingham/Atlanta VA Geriatric Research, Education, and Clinical Center, Center for Aging, Division of Gerontology and Geriatric Medicine, University of Alabama at Birmingham
Address all correspondence to Dr Peel at University of Alabama at Birmingham, WEBB 624, 1530 3rd Ave S, Birmingham, AL 35294-3361 (USA) (peelc{at}uab.edu)
Submitted December 30, 2003;
Accepted March 18, 2005
| Abstract |
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65 years. The sample was 50% African American, 50% male, and 50% from rural (versus urban) counties. Methods. In-home interviews were conducted. Mobility was measured using the LSA, which documents where and how often subjects travel and any assistance needed during the 4 weeks prior to the assessment. Basic activities of daily living (ADL) and instrumental activities of daily living (IADL), cognitive status, income level, presence of depressive symptoms, and transportation resources were determined. The Short Physical Performance Battery (SPPB) was used to assess physical performance. Results. Simple bivariate correlations indicated a significant relationship between LSA and all variables except residence (rural versus urban). In a regression model, physical function (ADL, IADL) and physical performance (SPPB) accounted for 45.5% of the variance in LSA scores. An additional 12.7% of the variance was explained by sociodemographic variables, and less than 1% was explained by cognition and depressive symptoms. Discussion and Conclusion. The LSA can be used to document patients' mobility within their home and community. The LSA scores are associated with a person's physical capacity and other factors that may limit mobility. These scores can be used in combination with other tests and measures to generate clinical hypotheses to explain mobility deficits and to plan appropriate interventions to address these deficits.
Key Words: Geriatrics Measurement, applied
| Introduction |
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The University of Alabama at Birmingham (UAB) Study of Aging Life-Space Assessment (LSA), a new instrument to evaluate mobility, measures a person's usual pattern of mobility during the month preceding the assessment.6,7 Mobility, in terms of life-space, can be visualized as a pattern of areas defined by distance extending from the location where a person sleeps (Fig. 1). The LSA permits assessment of the full range of mobility, ranging from mobility dependent on assistance from another person and limited to the room where a person sleeps to daily, independent travel out of the person's town. The LSA documents mobility based on how far and how often a person travels to each of the defined levels and any assistance needed to get to each level. Using the instrument can show reductions over time in the frequency of travel or adaptations through the use of assistance, which are reflected in the overall score. Thus, therapists can use the instrument to determine baseline levels of mobility and to track changes that occur with interventions. Knowledge of the relationship between LSA scores and factors such as physical function, cognition, depression, and sociodemographic characteristics will assist therapists in the interpretation and use of LSA scores.
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Stalvey et al10 introduced the Life-Space Questionnaire (LSQ) in 1999. This questionnaire was designed to capture a broader range of environmental regions characteristic of community-dwelling older adults. The LSQ consists of 9 questions that ask whether respondents have been to certain regions within their environment within the past 3 days. The regions range from the rooms within their home to travel out of the region of the United States in which they reside. Respondents answered either "yes" or "no" to each of the 9 questions. Scores on the questionnaire range from 0 to 9, with 1 point awarded for each "yes" answer. Although the authors reported a significant relationship between LSQ scores and measurements of physical performance and ADL, they reported a substantial amount of unshared variance (69%), indicating that the LSQ and performance measures are not redundant.10
The UAB Study of Aging LSA is similar to the assessment introduced by May et al8 in that it evaluates mobility during the month before the assessment, but it is different in that it involves a single interview rather than requiring a subject to record activities in a diary. The 1-month assessment period was chosen to minimize the impact that transient illness or short-term changes in environmental or other factors would have on the assessment. Thus, the LSA provides a single number that reflects the lifestyle of the person in the 4 weeks prior to the assessment.
The LSA was designed to fill a void in the assessment of mobility in community-dwelling older adults. The life-space concept recognizes that, in addition to the domains of ambulation and physical functioning, mobility can be affected by other factors such as cognitive function and environmental factors.1113 Although many functional and physical performance assessments determine what patients are able to do,14 the LSA reveals what patients actually do and whether assistance is needed. Declines in life-space should prompt clinicians to look for underlying causes for such changes that may be amenable to interventions. In addition, the LSA score may be a valuable outcome measure for interventions designed to enhance mobility.
Baker et al6 introduced the LSA in 2003. In their report, the test-retest reliability of the LSA data was established (intraclass correlation coefficient=.96) by comparing baseline measurements obtained in an in-home interview with measurements obtained 2 weeks later via telephone interview. In their study, the LSA was repeated by telephone at 6 months, and the measurements were found to change by at least 10 points in 50% of the subjects. Changes in self-reported difficulty in ADL and IADL were less common.
Baker et al6 described several ways to score the LSA. For example, the LSA can be scored to reflect simple measures of life-space that take into account only where the person went and whether or not any assistance was required.6 Thus, "independent life-space" reflects the highest life-space level traveled where people go without any assistance from equipment or another person. "Life-space with equipment" reflects the maximum life-space level achieved with equipment but without help from another person, while "maximum life-space" reflects the maximum level achieved without considering the need for help from equipment or another person. Another way to categorize life-space is "restricted," defined as confined to neighborhood, or "unrestricted," defined as able to travel to town independently. These simple measures of life-space do not show a normal distribution among community-dwelling older adults.6 However, the composite scoring method that takes into account where a person went, the frequency of going, and the need for assistance yields scores ranging from 0 to 120, and the scores are normally distributed in this population.6 Data obtained with the composite scoring method generally showed higher bivariate correlations with data for physical performance, the physical component scale of the Medical Outcomes Study 12-Item Short-Form Health Survey (SF-12), the Geriatric Depression Scale, and self-reported health than did the simple measures.6 This article expands on the initial descriptive work of Baker et al6 using multivariate modeling to understand the independent contribution of factors related to life-space mobility in a much larger sample of community-dwelling older adults.
The purpose of our study was to: (1) describe the relationships between LSA scores and measurements of daily function (ADL, IADL), physical performance, cognitive status, depressive symptoms, and sociodemographic variables (age, race, sex, income, availability of transportation, urban versus rural residence) and (2) determine the relative strength of groups of variables and of individual variables in a model to describe life-space. We used a multiple regression model involving sequential entry of the following 4 groups of variables: (1) physical function (ADL, IADL), (2) physical performance (Short Physical Performance Battery [SPPB]), (3) sociodemographic variables, and (4) cognition and depression. We followed this analysis with a test of the unique contribution of each variable. Knowledge of these relationships is essential for physical therapists to interpret LSA scores, to use these scores to develop clinical hypotheses regarding factors that influence the mobility of their patients, and to plan and evaluate care plans to address contributing factors.
| Method |
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Potential subjects were identified and contacted first by mail to solicit their participation in the study. Approximately 2 weeks after receiving the letter, subjects were contacted by telephone to determine their interest in participation. People in nursing homes and people who were unable to set their own appointments were excluded. For interested subjects, an in-home interview was scheduled. Prior to the interview, written informed consent was obtained.
In-home interviews were conducted by trained interviewers. The in-home interview, which lasted approximately 2 hours, included a detailed medical history, sociodemographic factors (eg, income, transportation difficulty), the Geriatric Depression Scale (GDS), the Mini-Mental State Examination (MMSE), LSA, ADL, IADL, and 3 measurements of physical performance (timed walk, timed chair stands, and standing balance). Participants were allowed to have proxy assistance to answer factual questions, but not questions related to perceptions of their depressive symptoms and so on. A proxy provided such assistance to 13.8% of the subjects.
Measurements
Life-space.
The UAB LSA was used to identify the distance through which a person reported moving during the 4 weeks prior to the assessment. The life-space zones ranged from a person's bedroom to beyond the person's town (Fig. 1). Specific questions were: (1) "During the past 4 weeks, have you been to other rooms of your home besides the room where you sleep (level 1)?" (2) "During the past 4 weeks, have you been to an area immediately outside your home such as your porch, deck, or patio; hallway of an apartment building; or garage (level 2)?" (3) "During the past 4 weeks, have you been to places in your immediate neighborhood, but beyond your own property or apartment building (level 3)?" (4) "During the past 4 weeks, have you been to places outside your immediate neighborhood but within your town (level 4)?" and (5) "During the past 4 weeks, have you been to places outside your immediate town (level 5)?" For each life-space level, subjects were asked how often they traveled to that area (less than once a week, 13 times each week, 46 times each week, daily) and whether they needed assistance from another person or from an assistive device ("yes" versus "no"). An example of a completed form is shown in Figure 2.
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ADL/IADL.
Both ADL and IADL were measured by self-report.15 The 5 ADL items were eating, using the toilet, dressing, transferring, and bathing. The 6 IADL items were using the telephone, managing money, preparing meals, doing light housework, shopping, and doing heavy housework. For each item, subjects were asked: "Do you have any difficulty performing the task?" If subjects answered "no," a score of 0 was assigned. If subjects answered "yes," they were asked to rate, using a Likert-type scale, the level of difficulty for the task. Responses were scored as: 1="some," 2="a lot," or 3="unable to do the task." Subjects also could answer that they "did not perform the task for other reasons," an answer that was coded as a missing value (Fig. 3). The numbers of subjects with missing values for the individual tasks were: using the telephone (n=1), transferring (n=1), light housework (n=25), managing money (n=28), preparing meals (n=41), shopping (n=52), and heavy housework (n=72). For statistical analyses, imputed values, using multiple regression to predict the missing value based on other variables (age, race, sex, and other IADL items) known to correlate with the variable in question, were used. Because of the correlation between scores on the ADL and IADL scales (r=.68), these imputed values were considered better estimates than assigning a value of 3 ("unable to do the task").
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Composite scores for ADL and IADL were calculated using the sum of scores for the individual tasks. For ADL and IADL, lower scores indicated less reported difficulty with the functional tasks. For ADL, the scores could range from 0 to 15, with a score of 15 indicating that the subject could not perform any of the tasks. For IADL, the scores could range from 0 to 18, with a score of 18 indicating inability to perform any of the tasks.
Physical performance.
The SPPB, which included timed tests of standing balance, walking, and the ability to rise from a chair, was used to measure physical performance.18,19 The SPPB is described in detail by Guralnik et al.18 These tests were designed to be administered by a lay interviewer in a setting with limited space. For each task, scores ranged from 0 to 4, with 4 representing the best performance and 0 indicating that the person was unable to complete the task. Figure 4 includes a description of the scoring categories for each task.
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Composite scores for the SPPB measure were calculated as the sum of the categorical rankings of each of the 3 tests (standing balance, timed walk, timed chair stands). Composite scores ranged from 0 to 12, with higher scores indicating better performance. The internal consistency of the scale, as assessed by Cronbach alpha, was .76.18
Presence of depression.
We used the short form of the GDS to determine the presence of depression.20 This version contains 15 questions and has been shown to be comparable to the long version of the GDS in differentiating between people with and without depression (r=.84).20 The instrument is scored from 0 to 15, with lower scores indicating a lower number of symptoms of depression.
Cognitive status.
We used the MMSE to assess cognitive status.21 The MMSE takes from 5 to 10 minutes to administer, and scores range from 0 to 30. The MMSE has been determined to yield valid results for differentiating between people with and without cognitive impairment.21 The exam has demonstrated test-retest reliability when administered over both 24-hour and 28-day intervals using single and multiple examiners.21
Availability of transportation.
Transportation resources were assessed by asking subjects the following 2 questions: "Over the past 4 weeks, have you had any difficulty getting transportation to where you want to go?" and "Do you limit your activities because you do not have transportation?" People who responded positively to either question were defined as having transportation difficulty and assigned a code of 1. People who responded with a negative answer to both questions were assigned a code of 0.
Income levels.
Total combined family income before taxes was reported in the following 9 categories: 0=less than $5,000; 1=$5,000 to $7,999; 2=$8,000 to $11,999; 3=$12,000 to 15,999; 4=$16,000 to $19,999; 5=$20,000 to $29,999; 6=$30,000 to $39,999; 7=$40,000 to $49,999; and 8=$50,000 or more. The following question also was asked, related to the subjects' perceived income: "All things considered, would you say your income: (1) is not enough to make ends meet, (2) gives you just enough to get by on, (3) keeps you comfortable, but permits no luxuries, or (4) allows you to do more or less what you want?" For people who did not report income (165 subjects), responses indicating perceived income were used to calculate income categories based on the correspondence of income categories and perceived income among people with answers to both questions. Thus, the following coding was used to impute income levels for perceived income categories: 1=$5,000 to $7,999; 2=$8,000 to $11,999; 3=$16,000 to $19,999; and 4=$30,000 to $39,999.
Data Analysis
Descriptive statistics were calculated for all variables for the total sample and for LSA scores for subgroups using categorical variables. Simple bivariate correlation coefficients were used to examine the relationships between LSA scores and all variables, including the individual items on the ADL, IADL, and SPPB tests.
Multiple regression was used to determine the importance of groups of variables for explaining variance in the LSA scores. The regression model used sequential entry of the following variable groups: ADL and IADL (step 1); SPPB (step 2); age, race, sex, income, residence, and transportation difficulty (step 3); and MMSE and GDS (step 4). Variables were placed into the 4 categories based on the attribute measured. The steps were ordered to determine first the contribution of traditional measures of physical function, then the contribution of physical performance and sociodemographic factors, and finally the contribution of depression and cognition. As a part of step 4, the unique contribution of each variable was tested for statistical significance after controlling for the contributions of other variables in the model. The SPSS* was used for all statistical analyses.
| Results |
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The LSA scores for subgroups for categorical variables are presented in Table 2. The mean value for the LSA was 64.1 (SD=24.9). Scores were higher for male subjects, white subjects, and the youngest age group. There was no difference in LSA scores between rural and urban residents. Subjects having transportation difficulty had lower scores than those without transportation difficulty. The LSA scores differed in subjects with varied incomes, with a 30-point difference between subjects in the lowest income level (
$7,999) and subjects in the highest income category (
$50,000).
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| Discussion |
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Most of our sample of community-dwelling older adults had little difficulty with ADL or IADL. For ADL, 85% of the subjects scored 0, 1, or 2 out of a total composite score of 15, indicating no difficulty with any of the tasks, some difficulty with 1 or 2 tasks, or a lot of difficulty with a single task. For IADL, 70% of the subjects scored 0, 1, or 2 of a possible 18 points. These scores, indicating high levels of independence, may be influenced by the omission of the items "walking" and "getting outside." Physical performance and LSA scores showed more variability. Two thirds of the subjects fell between 3.6 and 10 for SPPB scores, and two thirds of the subjects fell between 39 and 89 for LSA scores. The modal income category of $8,000 to $11,999 indicates an approximate income below the poverty line for families of 3 people in Alabama.22 For a family of 2 people with the householder 65 years and older, an annual income of $10,715 was the threshold for poverty in 2001 ($8,494 for an individual 65 years and older).23 Only 17% of the sample expressed difficulty with transportation, and most subjects did not demonstrate symptoms of depression. Considering the educational levels of our subjects and the relationship between MMSE and education,24 the average MMSE score indicates that most subjects had minimal or no cognitive impairment. In our sample, there were 50 subjects with MMSE scores <18 who did not use a proxy during the interview. However, eliminating these subjects from the analysis did not change the results of the study.
With the exception of residence (rural versus urban), the simple bivariate correlations were significant. The highest correlations were between LSA scores and the composite scores for SPPB, IADL, and ADL. Of the individual tasks for SPPB, the highest correlation was with walking speed, followed by chair stands and standing balance. Of the individual items of IADL and ADL, the smallest correlations were between LSA scores and scores for items requiring low levels of physical activity, such as eating, using the telephone, and managing money. Higher correlations occurred with more physically demanding tasks such as bathing, housework, and shopping. People who travel more with less assistance would be expected to have less difficulty with the physically demanding ADL and IADL tasks.
The negative correlations between LSA scores and transportation difficulty and GDS scores indicated that people without transportation difficulty and people with low GDS scores (less depressive symptoms) had higher LSA scores. The positive moderate correlation between LSA and MMSE scores indicates that people scoring higher on the MMSE tended to have higher LSA scores.
The sequential regression analysis showed that the 3 variables measuring physical abilities (ADL, IADL, and SPPB) explained 45.5% of the variability in LSA scores. The ability to carry out ADL tasks such as bathing and dressing with little or no difficulty is necessary for independent mobility in the community. Greater levels of physical function are necessary for traveling to town and beyond frequently and independently. An additional 12.7% of the variability in LSA scores was explained by 6 sociodemographic factors. As shown in Table 2, LSA scores were higher for male subjects, white subjects, younger subjects, people without transportation difficulty, and people with higher incomes. Although the contribution of cognition and depressive symptoms was significant, these variables explained only a small portion of the variability in LSA scores.
The regression model using entry of variables after step 4 provides information on the independent contribution of each variable when all other variables are covariates. Residence, which did not demonstrate a significant relationship in the simple bivariate correlational analysis, emerged as a significant contributor to LSA scores when other factors were controlled. In an attempt to explain this finding, we examined differences between rural and urban subjects. Rural subjects had lower incomes, with 35% having incomes of less than $8,000 per year, compared with 18% of the urban subjects. Rural residents also were more physically disabled as indicated by higher ADL and IADL scores and lower SPPB scores. Rural residents had slightly lower MMSE scores. These differences, particularly income, probably accounted for the shift in significance from the bivariate analysis to the multiple regression analysis. After statistically adjusting for these differences between urban and rural subjects on other variables such as income, rural residents were then found to have higher LSA scores, as indicated by the positive beta and t values. Perhaps this is because rural residents travel farther to accomplish tasks. In addition, some community services enabling residents to stay at home, such as Meals on Wheels, may be unavailable in rural communities.
The 3 variables that made the greatest contributions to LSA scores were SPPB, IADL, and sex. People with high LSA scores are able to travel independently in their community. Having no difficulty with IADL also reflects the ability to accomplish tasks necessary to live independently within a community. High scores on the SPPB reflect the ability to walk fast, stand up and down quickly, and stand in a challenging position without support. The contributions of SPPB and IADL support our view that a person's physical abilities are an important determinant of life-space. With age and other variables controlled, sex emerged as a significant determinant of life-space, with men demonstrating higher LSA scores than women. Epidemiological studies, using ADL, IADL, and mobility assessments, have shown that older women are more disabled than older men.25,26 Our findings concur with those of these studies, identifying sex differences in mobility as an important women's health issue.
In addition to residence, variables that explained a moderate amount of variability were age, transportation difficulty, and income. Compared with the youngest age group, older subjects demonstrated a lower level of physical function, as indicated by higher scores for ADL and IADL and lower SPPB scores. The oldest age group (people aged 85 years and older) averaged 2.0, 3.5, and 4.5 for ADL, IADL, and SPPB compared with scores of 0.8, 1.0, and 7.7, respectively, for the youngest age group of 65 to 74 years. People having difficulty with physical activities would be likely to need assistance with travel. People reporting transportation difficulty would have difficulty with travel to and beyond town (life-space levels 4 and 5). Independent travel to these areas involves being able to drive and having a vehicle or having access to a vehicle, or being able to use public transportation. People with lower income levels may have less access to transportation or may travel less for activities that involve spending money such as shopping or eating out.
The variables that explained the least amount of variance in LSA were ADL, GDS, MMSE, and race. Activities of daily living may not be a good discriminator, because most of the subjects had little or no difficulty with ADL. It may be difficult to determine the true impact of depression and cognitive impairment on life-space from our results because of the low prevalence of both depression and cognitive impairment in our sample. Even with other variables controlled, African-American subjects had lower LSA scores, indicating that this lower level of mobility is not explained by differences in physical abilities, income levels, or other variables in the multivariate model.
The value of the LSA instrument is that the instrument goes beyond measuring a person's ability to perform specific tasks by assessing the individual's actual pattern of mobility in the 4 weeks before the assessment. A patient may have a low LSA score, yet be physically capable of traveling independently in the community. Recognizing the importance of factors other than physical function, physical therapists can explore with patients reasons why life-space is limited. For example, identification of socioeconomic or emotional factors that may be influencing life-space can lead to referrals to other health care professionals such as a social workers or psychologists. Identifying impaired cognition or depression as a factor contributing to low mobility can help physical therapists estimate patients' prognoses for improved mobility. An important feature of the LSA is that the instrument documents what patients actually do, allowing therapists to gather information on actual home and community mobility using a standardized instrument. This assessment can be used over time to track changes in life-space mobility. Demonstration of a decline in life-space may indicate early functional decline, providing a period when interventions are more likely to be successful.27
A limitation of this study is the use of derived scores for income and for the ADL and IADL tasks for some subjects. Relative to the total number of subjects, the number of subjects with derived scores was low. Because of the strength of association with variables that were used to generate derived scores, these derived values are considered good estimates of the true values.
Advantages of the LSA include the length of the instrument, which can be administered in approximately 5 minutes, and the manner of administration of the instrument, which can occur either face-to-face or over the telephone. A potential limitation of the LSA is that the information collected by patient self-report may be a problem for older adults who have difficulty remembering events over the past month. Interviewing the patient in the presence of a spouse or caregiver would provide a second person to validate information reported by the patient. A second potential limitation is that the LSA was developed and tested using subjects from the southeastern United States. Scores may differ in other parts of the country because of differences in the typical distances that people must travel and differences in climate.
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| Footnotes |
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The study was approved by the University of Alabama at Birmingham Institutional Review Board.
This research was given as a platform presentation at the Combined Sections Meeting of the American Physical Therapy Association; February 48, 2004; Nashville, Tenn.
This research was funded by a grant to Dr Allman from the National Institute on Aging (Grant NIA AG15062, "Mobility Among Older African Americans and Whites").
* SPSS Inc, 233 S Wacker Dr, Chicago, IL 60606. ![]()
| References |
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