Zarit burden interview among caregivers of community‐dwelling older adults in a caribbean setting (Jamaica): Reliability and factor structure
Open accessAbstract
The Zarit Burden Interview has been the most popularly used tool for measuring caregiver burden and with the 60 years and over population in Jamaica and developing countries expected to increase, caregiver burden and its assessment assume increased importance. Establishing the reliability and underlying factor structure of instruments such as the ZBI is critical. This study sought to determine the reliability of the Zarit Burden Interview and to assess its underlying factor structure. The ZBI was administered to 180 caregivers of community dwelling older persons in Jamaica in a nationally representative sample across four geographic health regions in 2016. The factor structure was identified using exploratory factor analysis (EFA) with Varimax rotation. Cronbach's alpha was used to assess internal consistency/reliability of the instrument. The internal consistency/reliability of the ZBI instrument was high (Cronbach's α = 0.859) and the corrected item-total correlations ranged from 0.134 to 0.730. The ZBI mean score was found to be 16.92 ± 12.04. EFA produced a six-factor model comprised of 19 items which explained 48.97% of total variance, and was subsequently reduced to four (37.27% of total variance) via the use of parallel analysis and scrutiny of confidence intervals. The four factors identified were 'personal strain', 'social relations disruption', 'resource strain/imbalance' and 'role intensity'. The ZBI-22 tool is a reliable instrument for evaluating caregiver burden among community dwelling older persons in Jamaica. A four factor model has emerged providing greater insights on the underlying constructs of the ZBI, the most widely used caregiver burden assessment tool.
The claims and statistics of this paper haven’t been checked yet.
Run the check — free, no account needed. It reads the open-access text and checks the sources it cites.
Integrity signals
Registry
Cites
Statistics
Claims the paper makes
The claims and statistics of this paper haven’t been checked yet.
Run the check — free, no account needed. It reads the open-access text and checks the sources it cites.
Claims other papers make about this one
Each is checked against this paper’s own text: does it say what the citing paper says it does?
The CQOLC scale has been validated in other countries, including Korea, Turkey, France, Taiwan, and Germany.
“Actualmente, la escala presenta validación en otros países, como Corea (31), Turquía (32), Francia (33), Taiwán (34) y Alemania (35).”
From Factores relacionados con sobrecarga del cuidador informal de pacientes con cáncer avanzado (2024) · cites this paper as [32]
The citing sentence attaches this citation to Germany. The Discussion reports reliability results for the Zarit Burden Interview in Jamaica and mentions comparisons with Brazil, England, China, and Turkey; it does not address validation of the CQOLC in Germany. Searches for CQOLC, Germany, and German validation found no supporting passage in our copy. (LLM, conf=0.76)
Experimental — accuracy not yet measured
Self-check
Percentages, sums and reported differences re-computed from the paper’s own numbers.
The self-check needs the paper’s full text.
Cites
Bédard, M., Molloy, D. W., Squire, L., Dubois, S., Lever, J. A., & O'Donnell, M. (2001) · The Gerontologist · doi:10.1093/geront/41.5.652 · Cited by 1,691 · see citing works
Short-form Zarit caregiver burden interviews were valid in advanced conditions
Higginson, I. J., Gao, W., Jackson, D., Murray, J., & Harding, R. (2010) · Journal of Clinical Epidemiology · doi:10.1016/j.jclinepi.2009.06.014 · Cited by 343 · see citing works
Validity and reliability of the Zarit Burden Interview in assessing caregiving burden
Seng, B. K., Luo, N., Ng, W. Y., Lim, J., Chionh, H. L., Goh, J., & Yap, P. (2010) · Annals of the Academy of Medicine Singapore · doi:10.47102/annals-acadmedsg.v39n10p758 · Cited by 288 · see citing works
Zarit Caregiver Burden Interview: Development, reliability and validity of the Chinese version.
Lu, L., Wang, L., Yang, X., & Feng, Q. (2009) · Psychiatry and Clinical Neurosciences · doi:10.1111/j.1440-1819.2009.02019.x · Cited by 169 · see citing works
Prince, M., Brodaty, H., Uwakwe, R., Acosta, D., Ferri, C. P., Guerra, M., Huang, Y., Jacob, K., Llibre Rodriguez, J. J., Salas, A., et al. (2012) · International Journal of Geriatric Psychiatry · doi:10.1002/gps.2727 · Cited by 119 · see citing works
Flagged first, then by citations
Research works printed but not linked: 44
- Al-Rawashdeh, S. Y., Lennie, T. A., & Chung, M. L. (2016). Psychometrics of the zarit burden interview in caregivers of patients with heart failure. Journal of Cardiovascular Nursing, 31(6), E21-E28. https://doi. org/10.1097/JCN.00000 00000 000348 American Medical Association. (n.d.). Caregiver Self-Assessment Questionnaire. http://web.mit.edu/workp lacec enter/ hndbk/ docs/ quest ionna ire.pdf American Psychological Association. (2020). Zarit Burden Interview. https://www.apa.org/pi/about/ publi catio ns/careg ivers/ pract ice- setti ngs/asses sment/ tools/ zarit · DOI
- Bachner, Y. G., & O'Rourke, N. (2007). Reliability generalization of re- sponses by care providers to the Zarit Burden Interview. Aging and Mental Health, 11(6), 678-685. https://doi.org/10.1080/13607 86070 1529965 · DOI
- Bianchi, M., Flesch, L. D., da Costa Alves, E. V., Batistoni, S. S. T., & Neri, A. L. (2016). Indicadores psicométricos da Zarit Burden 13652524, 2021, 5, Downloaded from https://onlinelibrary.wiley.com/doi/10.1111/hsc.13244 by Mount Vernon Nazarene University, Wiley Online Library on [28/08/2026]. See the Terms and Conditions (https://onlinelibrary.wiley.com/terms-and-conditions) on Wiley Online Library for rules of use; OA articles are governed by the applicable Creative Commons License Interview aplicada a idosos cuidadores de outros idosos. Revista Latino-Americana De Enfermagem, 24, e2835. https://doi. org/10.1590/1518-8345.1379.2835 · DOI
- Bland, J. M., & Altman, D. G. (1996). No Title. https://www.bmj.com/ conte nt/bmj/314/7080/572.full.pdf
- Carretero, S., Garcés, J., Ródenas, F., & Sanjosé, V. (2009). The informal caregiver's burden of dependent people: Theory and empirical re- view. Archives of Gerontology and Geriatrics, 49(1), 74-79. https://doi. org/10.1016/j.archg er.2008.05.004 · DOI
- Cheng, S. T., Kwok, T., & Lam, L. C. W. (2014). Dimensionality of burden in Alzheimer caregivers: Confirmatory factor analysis and correlates of the Zarit Burden interview. International Psychogeriatrics, 26(9), 1455-1463. https://doi.org/10.1017/S1041 61021 400101X · DOI
- Family Caregiver Alliance. (2019). Caregivers Count Too! Section 4: Examples of Caregiver Assessment Tools. https://www.careg iver.org/careg ivers -count -too-secti on-4-examp les-careg iver-asses sment -tools Field, A. (2005). Factor Analysis Using SPSS. In Discovering statistics using SPSS (2nd edition). London: Sage. https://www.disco verin gstat istics. com/repos itory/ factor.pdf
- Flynn Longmire, C. V., & Knight, B. G. (2011). Confirmatory factor anal- ysis of a brief version of the Zarit Burden interview in Black and White dementia caregivers. Gerontologist, 51(4), 453-462. https:// doi.org/10.1093/geron t/gnr011 · DOI
- Forsythe-Brown, I., Taylor, R. J., Chatters, L. M., Govia, I. O., Matusko, N., & Jackson, J. S. (2017). Kinship Support in Jamaican Families in the USA and Jamaica. Journal of African American Studies (New Brunswick, N.J.), 21(2), 187-202. https://doi.org/10.1007/s1211 1-017-9355-7 · DOI
- Gray, R. S., Hahn, L., Thapsuwan, S., & Thongcharoenchupong, N. (2016). Strength and stress: Positive and negative impacts on caregivers for older adults in Thailand. Australasian Journal on Ageing, 35(2), E7- E12. https://doi.org/10.1111/ajag.12266 · DOI
- Grün, D., Mph, V. P., Vaillant Phd, M., & Diederich, N. J. (2016). Contributory Factors to Caregiver Burden in Parkinson Disease (Vol 17, 7th edition, 626-632). https://doi.org/10.1016/j.jamda.2016.03.004 · DOI
- Hajjar, S. T. (2018). Statistical analysis: internal-consistency reliability and construct validity. International Journal of Quantitative and Qualitative Research Methods, 6(1), 27-38. ISSN 2056-3639
- Hayton, J. C., Allen, D. G., & Scarpello, V. (2004). Factor retention de- cisions in exploratory factor analysis: A tutorial on parallel anal- ysis. Organizational Research Methods, 7(2), 191-205. https://doi. org/10.1177/10944 28104 263675 · DOI · Paper page
- Higginson, I. J., & Gao, W. (2008). Caregiver assessment of patients with advanced cancer: Concordance with patients, effect of burden and positivity. Health and Quality of Life Outcomes, 6(1), 42. https://doi. org/10.1186/1477-7525-6-42 · DOI
- Holder-Nevins, D., James, K., McKoy-Davis, J., Willie-Tyndale, D., Thompson, C., & Eldemire-Shearer, D. (2018). Who Cares? Sociodemographic and Health Characteristics of Carers of Older Persons in Jamaica. West Indian Medical Journal, 67(5), 465.
- Irfan, B., Irfan, O., Ansari, A., Qidwai, W., & Nanji, K. (2017). Impact of caregiving on various aspects of the lives of caregivers. Cureus, 9(5), e1213. https://doi.org/10.7759/cureus.1213 · DOI
- James, K., Holder-Nevins, D., Morris, C., Eldemire-Shearer, D., Powell, J., & Laws, H. (2012). Ageing in place: Implications of morbidity patterns among older persons -findings from a cross-sectional study in a developing country (Jamaica). Australasian Journal on Ageing, 31(3), 170-175. https://doi. org/10.1111/j.1741-6612.2011.00565.x · DOI
- James, K., Thompson, C., Holder-Nevins, D., Willie-Tyndale, D., McKoy-Davis, J., & Eldemire-Shearer, D. (2020). Caregivers of older persons in Jamaica: Characteristics, burden, and associated factors. Journal of Applied Gerontology, 0733464819898315. Epub ahead of print. PMID: 31920135. https://doi.org/10.1177/07334 64819 898315 · DOI
- Kasuya, R. T., Polgar-Bailey, P., & Takeuchi, R. (2000). Caregiver bur- den and burnout A guide for primary care physicians -ProQuest. Poastgraduate Medicine; Minneapolis, 108(7), 119. https://search. proqu est.com/docvi ew/20396 3826?pq-origs ite=gscholar
- Lambert, S. D., Bowe, S. J., Livingston, P. M., Heckel, L., Cook, S., Kowal, P., & Orellana, L. (2017). Impact of informal caregiving on older adults' physical and mental health in low-income and middle-income coun- tries: A cross-sectional, secondary analysis based on the WHO's Study on global AGEing and adult health (SAGE). British Medical Journal Open, 7(11), 1-14. https://doi.org/10.1136/bmjop en-2017-017236 · DOI
- Larsen, R., & Warne, R. T. (2010). Estimating confidence intervals for ei- genvalues in exploratory factor analysis. Behavior Research Methods, 42(3), 871-876. https://doi.org/10.3758/BRM.42.3.871 · DOI
- Liew, T. M., & Yap, P. (2019). A 3-item screening scale for caregiver bur- den in dementia caregiving: Scale development and score mapping to the 22-Item Zarit Burden interview. Journal of the American Medical Directors Association, 20(5), 629-633.e12. https://doi.org/10.1016/j. jamda.2018.11.005 · DOI
- Nagata, C., Yada, H., & Inagaki, J. (2018). Exploration of the Factor Structure of the Burden Experienced by Individuals Providing End- of-Life Care at Home. Nursing Research and Practice, 2018, 1-9. https://doi.org/10.1155/2018/1659040 · DOI
- O'Rourke, N., & Tuokko, H. A. (2003). Psychometric properties of an abridged version of the Zarit Burden Interview within a represen- tative Canadian caregiver sample. Gerontologist, 43(1), 121-127. https://doi.org/10.1093/geron t/43.1.121 · DOI
- Onega, L. L. (2008). Helping those who help others: The modified Caregiver strain index. American Journal of Nursing, 108(9), 62-69. https://doi.org/10.1097/01.NAJ.00003 34528.90459. · DOI
- Oyegbile, Y. O., & Brysiewicz, P. (2017). Exploring caregiver burden experienced by family caregivers of patients with End-Stage Renal Disease in Nigeria. International Journal of Africa Nursing Sciences, 7, 136-143. https://doi.org/10.1016/j.ijans.2017.11.005 · DOI
- Özer, N., Yurttaş, A., & Akyıl, R. Ç. (2012). Psychometric evaluation of the Turkish version of the Zarit Burden interview in family caregivers of inpatients in medical and surgical clinics. Journal of Transcultural Nursing, 23(1), 65-71. https://doi.org/10.1177/10436 59611 423830 · DOI
- Rabin, F., Nahar, J. S., Mullick, M. S. I., & Ahmed, H. U. (2016). Adaptation, linguistic and clinimetric validation of the Bangla version of Zarit Burden Interview. Bangabandhu Sheikh Mujib Medical University Journal, 9(4), 181-187.
- Scazufca, M., Menezes, P. R., & Almeida, O. P. (2002). Caregiver burden in an elderly population with depression in São Paulo. Brazil. Social Psychiatry and Psychiatric Epidemiology, 37(9), 416-422. https://doi. org/10.1007/s0012 7-002-0571-6 · DOI
- Seng, B. K., Luo, N., Ng, W. Y., Lim, J., Chionh, H. L., Goh, J., & Yap, P. (2010). Validity and reliability of the Zarit Burden Interview. Annals of the Academy of Medicine, Singapore, 39(10), 758-763.
- Siegert, R. J., Jackson, D. M., Tennant, A., & Turner-Stokes, L. (2010). Factor analysis and rasch analysis of the zarit burden interview for acquired brain injury carer research. Journal of Rehabilitation Medicine, 42(4), 302-309. https://doi.org/10.2340/16501 977-0511 · DOI
- Souza, A. L. R., Guimarães, R. A., de Araújo Vilela, D., de Assis, R. M., de Almeida Cavalcante Oliveira, L. M., Souza, M. R., Nogueira, D. J., & Barbosa, M. A. (2017). Factors associated with the burden of fam- ily caregivers of patients with mental disorders: A cross-sectional study. BMC Psychiatry, 17(1), 1-10. https://doi.org/10.1186/s1288 8-017-1501-1 · DOI
- Stagg, B., & Larner, A. J. (2015). Zarit Burden Interview: Pragmatic study in a dedicated cognitive function clinic. Progress in Neurology and Psychiatry, 19(4), 23-27. https://doi.org/10.1002/pnp.390 · DOI · Paper page
- Stinson, J. M., Collins, R. L., Maestas, K. L., Pacheco, V., LeMaire, A., & Benge, J. (2014). Dependency aspect of caregiver burden is uniquely related to cognitive impairment in veterans. Journal of Rehabilitation Research and Development, 51(8), 1177-1188. https:// doi.org/10.1682/JRRD.2013.11.0246 · DOI
- Stommel, M., Given, C. W., & Given, B. (1990). Depression as an overrid- ing variable explaining caregiver burdens. Journal of Aging and Health, 2(1), 81-102. https://doi.org/10.1177/08982 64390 00200106 · DOI
- Tang, B., Yu, Y., Liu, Z., Lin, M., Chen, Y., Zhao, M., & Xiao, S. (2017). Factor analyses of the Chinese Zarit Burden Interview among caregivers of patients with schizophrenia in a rural Chinese community. British Medical Journal Open, 7(9), e015621. https://doi.org/10.1136/bmjop en-2016-015621 · DOI · Paper page
- Torres, A. R., Hoff, N. T., Padovani, C. R., & de Ramos-Cerqueira, A. T. D. A. (2012). Dimensional analysis of burden in fam- ily caregivers of patients with obsessive-compulsive disorder. Psychiatry and Clinical Neurosciences, 66(5), 432-441. https://doi. org/10.1111/j.1440-1819.2012.02365.x · DOI
- Warne, R. T., & Larsen, R. (2014). Evaluating a proposed modification of the Guttman rule for determining the number of factors in an ex- ploratory factor analysis. Psychological Test and Assessment Modeling, 56(1), 104-123.
- Whalen, K. J., & Buchholz, S. W. (2009). The reliability, validity and fea- sibility of tools used to screen for caregiver burden: A systematic re- view. JBI Library of Systematic Reviews, 7(32), 1373-1430. https://doi. org/10.11124/ jbisr ir-2009-213 · DOI
- Yoon, E., & Robinson, M. (2005). Psychometric Properties of the Korean Version of the Zarit Burden Interview (K-ZBI): Preliminary Analyses. Journal of Social Work Research and Evaluation, 6(1), 75-86. https:// search.proqu est.com/docvi ew/20656 7061/fullt extPD F/BA74C BC3A8 B3432 0PQ/1?accou ntid=42530
- Yu, J., Yap, P., & Liew, T. M. (2019). The optimal short version of the Zarit Burden Interview for dementia caregivers: Diagnostic utility and externally validated cutoffs. Aging & Mental Health, 23(6), 706-710. https://doi.org/10.1080/13607 863.2018.1450841 · DOI
- Zachariou, A., & Filiponi, Μ. (2016). Investigation of the factors affect- ing the burden on caregivers of elderly patients with urinary incon- tinence : A cross-sectional study in Greece. Hellenic Urology, 28(3), 45-54.
- Zarit, S. H., Reever, K. E., & Bach-Peterson, J. (1980). Relatives of the im- paired elderly: Correlates of feelings of burden. Gerontologist, 20(6), 649-655. https://doi.org/10.1093/geron t/20.6.649 · DOI · Paper page
- Zwick, W. R., & Velicer, W. F. (1986). Comparison of five rules for deter- mining the number of components to retain. Psychological Bulletin, 99(3), 432-442. https://doi.org/10.1037/0033-2909.99.3.432 · DOI
Cited by
Sorted by citations
Factores relacionados con sobrecarga del cuidador informal de pacientes con cáncer avanzado
Hernández Castillo, C. I., Muñoz Medina, S. E., & Sánchez Pedraza, R. (2024) · Avances en Enfermería · doi:10.15446/av.enferm.v42n1.106557 · Cited by 1 · see citing works
- Authors
- James, K., Chin‐Bailey, C., Holder‐Nevins, D., Thompson, C., Donaldson‐Davis, K., & Eldemire‐Shearer, D.
- Affiliations
- University of the West Indies (JM)
- University of the West Indies (TT)
- Corresponding author
- Thompson, Camelia
- Venue
- Health & Social Care in the Community
- Publisher
- Wiley
- Published
- 2020-11-30
- Volume
- 29
- Issue
- 5
- Pages
- e79-e88
- ISSN
- 0966-0410 (ISSN-L)
- 1365-2524
- OpenAlex
- W3107857376
- Cited by
- 10
- References
- 5
- Citations by year
- 2025: 1 · 2024: 3 · 2023: 3 · 2022: 3
- FWCI
- 2.32
- Type
- journal article
- Language
- en
- Open access
- bronze
- doi.org
- Licence
- Locations
- Health & Social Care in the Community (publishedVersion)
- PubMed (publishedVersion)
- Topics
- Health Sciences › Health Professions › Pharmacy › Nursing care and research
- Social Sciences › Decision Sciences › Management Science and Operations Research › Psychometric Methodologies and Testing
- Social Sciences › Sociology and Political Science › Intergenerational Family Dynamics and Caregiving
- Keywords
- Zarit Burden Interview, caregiver burden, community-dwelling older adults, factor structure, reliability statistics, internal consistency, personal strain, resource strain, Jamaica
- MeSH terms
- Aged, Aged, 80 and over, Humans, Jamaica, Psychometrics, Surveys and Questionnaires, Reproducibility of Results, Caregivers, Cost of Illness, Independent Living
About these checks
Registry, retraction, Cites and statistics results are computed, not judged, with one exception: a printed reference that no index lists is read once by a model before it counts as a citation error. Claims are extracted by a model and kept only when their quote appears verbatim in the text; each cited source is then checked, with a model’s help, for whether it says what the claim relies on. Those verdicts can be wrong — read the claim’s quote and the cited source before relying on one.
Statistics and arithmetic are recomputed, not judged.
Confidence bands are shown only for fields calibrated on our annotated test set. None is calibrated yet, so no band is shown.
What counts as a claim ›How we measure confidence ›How we check this ›
Are you an author, or do you see a problem with this page? Request a review