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Validity and Reliability of the Zarit Burden Interview in Assessing Caregiving Burden
Open accessAbstract
INTRODUCTION: This study aims to validate the Zarit Burden Interview as an instrument to measure the level of burden experienced by caregivers of patients with dementia (PWD) in Singapore. MATERIALS AND METHODS: Adult family caregivers of PWD were recruited from the ambulatory dementia clinic of a tertiary hospital and the Alzheimer's Disease Association. All subjects completed a battery of questionnaires which consisted of demographic questions and the following instruments: the Zarit Burden Interview (ZBI), Burden Assessment Scale (BAS), General Health Questionnaire (GHQ-28), Dementia Management Strategies Scale (DMSS), and the Revised Memory and Behaviour Problems Checklist (RMBPC). A subgroup of subjects also completed the ZBI for the second time 2 weeks after the fi rst survey. RESULTS: A total of 238 subjects completed the survey. As hypothesised, the Zarit burden score was strongly correlated with BAS, GHQ-28, DMSS, and RMBPC scores (Pearson's correlation coefficient: 0.53 to 0.73); caregivers who undertook the major role in caregiving, had spent >1 year in caregiving, or experienced financial problems had higher Zarit burden scores than those who were not main carers, with ≤1 year of caregiving, or reported no/minimal financial problems, respectively. The Cronbach's alpha value for the ZBI items was 0.93; the intra-class correlation coefficient for the test-retest reliability of the Zarit burden score was 0.89 (n = 149). CONCLUSION: The results in this study demonstrated that the Zarit Burden Interview is a valid and reliable instrument for measuring the burden of caregivers of PWD in Singapore.
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“The ZBI remains one of the most widely validated measures in caregiving research (Hébert et al., 2000; Seng et al., 2010).”
From Mindfulness and rumination: stress pathways for caregivers of persons living with dementia. (2026) · cites this paper as Seng et al., 2010
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“The Zarit Burden Interview (ZBI) was the first to measure subjective caregiver burden and remains a popular, reliable tool with a Chronbach’s alpha of 0.92 (Hébert et al., 2000) and a test-retest reliability score of 0.89 (Seng et al., 2010).”
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“Reliability has been reported from α = 0.81 (Leggett et al., 2010) to α = 0.93 (Yap, 2010).”
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Caregiver burden among caregivers of children with autism spectrum disorder
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“The ZBI questionnaire is a standardised questionnaire validated for research use in the caregiving population by Seng et al. 41 Previous research has identified that the 12-item short-form version was suitable for screening for caregiver burden, demonstrated good psychometric properties and was…”
MethodYing, J., Yap, P. L. K., Gandhi, M., & Liew, T. M. (2019) · Dementia and Geriatric Cognitive Disorders · doi:10.1159/000500940 · Cited by 45
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BackgroundGiordano, A., Cimino, V., Campanella, A., Morone, G., Fusco, A., Farinotti, M., Palmisano, L., Confalonieri, P. A., Lugaresi, A., Grasso, M. G., et al. (2016) · Journal of the Neurological Sciences · doi:10.1016/j.jns.2016.05.016 · Cited by 41
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“The ZBI has shown to have strong internal consistency, test-retest reliability, and construct validity in a sample of family caregivers in Singaporean [33].”
BackgroundMemantine improves goal attainment and reduces caregiver burden in Parkinson's disease with dementia
Leroi, I., Atkinson, R., & Overshott, R. (2014) · International Journal of Geriatric Psychiatry · doi:10.1002/gps.4077 · Cited by 39
“It contains 22 items and uses 5-point Likert scales (0= never and 4=nearly always) to measure subjective caregiver burden (Seng et al., 2010).”
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Applicability of the pre‐death grief concept to dementia family caregivers in Asia
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“ZBI has been validated in Singapore (Seng et al., 2010), with good reliability and construct validity.”
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Shukla, R., Thakur, E. R., Bradford, A. M., & Hou, J. K. (2017) · Clinical Gastroenterology and Hepatology · doi:10.1016/j.cgh.2017.05.020 · Cited by 36
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“Higher scores indicate more burden (Ankri et al. 2005; Bachner and O’Rourke 2007; Chattat et al. 2011; Cheah et al. 2012; Hirono et al. 1998; Lu et al. 2009; Seng et al. 2010; Taub et al. 2004).”
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MethodInfluentialRajasekaran, T., Tan, T. J., Ong, W. S., Koo, K. N., Chan, L. L., Poon, D., Chowdhury, A. R., Krishna, L. K. R., & Kanesvaran, R. (2016) · Journal of Geriatric Oncology · doi:10.1016/j.jgo.2016.03.003 · Cited by 32
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Outcome Measures for Parkinson's Disease Dementia: A Systematic Review
Holden, S. K., Jones, W. E., Baker, K. A., Boersma, I. M., & Kluger, B. M. (2015) · Movement Disorders Clinical Practice · doi:10.1002/mdc3.12225 · Cited by 29
“62).(107) Inter-rater reliability has not been established for the ZBI in PDD.”
BackgroundRady, A. M., Mouloukheya, T., & Gamal, E. (2021) · Frontiers in Psychiatry · doi:10.3389/fpsyt.2021.623499 · Cited by 28
“The items are scored on 5-point Likert-like scale (33).”
BackgroundNelson, K. E., Saylor, M. A., Anderson, A., Buck, H. G., Davidson, P. M., DeGroot, L. G., Fisher, M. C., Gilotra, N. A., Pavlovic, N., & Szanton, S. L. (2022) · Heart & Lung · doi:10.1016/j.hrtlng.2022.04.009 · Cited by 26
Burden and Depression among Caregivers of Hemodialysis Patients
Shakya, D. (2017) · Palliative Medicine & Care Open Access · doi:10.15226/2374-8362/4/1/00131 · Cited by 26
Parkinson's Disease Caregiver Strain in Singapore
Tan, S., Williams, A. F., Tan, E., Clark, R. B., & Morris, M. E. (2020) · Frontiers in Neurology · doi:10.3389/fneur.2020.00455 · Cited by 26
“The ZBI has previously been shown to be a valid and reliable instrument for caregivers with dementia in Singapore (37).”
MethodQuality of Life Assessments in Individuals With Young-Onset Dementia and Their Caregivers
Dixit, D., Spreadbury, J. H., Orlando, R., Hayward, E., & Kipps, C. (2020) · Journal of Geriatric Psychiatry and Neurology · doi:10.1177/0891988720933348 · Cited by 24
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“The ZBI has demonstrated high correlations with other psychological tools [17, 23-25, 29].”
BackgroundMethodLee, K. H., Low, L. L., Lu, S. Y., & Lee, C. E. (2022) · The Lancet Regional Health - Western Pacific · doi:10.1016/j.lanwpc.2022.100561 · Cited by 24
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“Caregiver mental health was greatly associated with care recipients’ NPSs and disease progression; in cases where NPSs persisted, they increased the burden on the caregiver indirectly by increasing the risk for institutionalization, comorbidities, and mortality [54].”
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“ZBI and CES-D have previously been validated in Singapore [30, 31].”
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Evaluation of Anxiety, Depression and Burden on Caregivers of Children with Cerebral Palsy
Barutçu, A., Barutçu, S., Kolkiran, S., & Özdener, F. (2021) · Developmental Neurorehabilitation · doi:10.1080/17518423.2021.1917718 · Cited by 21
“89, respectively).(17) Lastly, Functional Independence Measure (FIM) was used to measure the level of assistance required by the patient.”
MethodBoucher, A., Haesebaert, J., Freitas, A., Adekpedjou, R., Landry, M., Bourassa, H., Stacey, D., Croteau, J., Guérard, G. P., & Légaré, F. (2019) · BMC Geriatrics · doi:10.1186/s12877-019-1249-1 · Cited by 22
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“It had also demonstrated to be a valid and reliable tool to measure the burden of family caregivers of persons with dementia in Singapore (Seng et al., 2010).”
MethodDepression and psychosocial burden among caregivers of children with chronic kidney disease
Mahmoud, D. A. M., Saad, A. E., Abdelhamid, Y. H., & Hawary, Y. E. (2021) · Middle East Current Psychiatry · doi:10.1186/s43045-021-00092-x · Cited by 20
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“In terms of reliability and validity, Boon et al. demonstrated good consistency (Cronbach’s alpha of 0.93) and good test-retest reliability (alpha of 0.89) 59 .”
InfluentialDyadic approach to post-stroke hospitalizations: role of caregiver and patient characteristics
Tyagi, S., Koh, G. C., Luo, N., Tan, K. B., Hoenig, H., Matchar, D. B., Yoong, J., Chan, A. W.-M., Lee, K. E., Venketasubramanian, N., et al. (2019) · BMC Neurology · doi:10.1186/s12883-019-1510-4 · Cited by 19
“Validated previously in Singapore [22], we used the abbreviated 12-item version for the current study with a total score ranging from 0 to 48.”
MethodCastillo, L. I. R., Tran, V., & Hadjistavropoulos, T. (2023) · Aging & Mental Health · doi:10.1080/13607863.2023.2177832 · Cited by 19
“The ZBI (Zarit et al., 1985) is a reliable and valid 22-item questionnaire designed to measure the burden experienced in various dimensions life as a result of caregiving (Yap, 2010).”
MethodInformal caregiver burden in middle-income countries Results from Memory Centers in Lima - Peru
Custodio, N., Lira, D., Herrera‐Pérez, E., del Prado, L. N., Parodi, J. F., Guevara‐Silva, E. A., Castro‐Suárez, S., Mar, M., Montesinos, R., & Cortijo, P. (2014) · Dementia & Neuropsychologia · doi:10.1590/s1980-57642014dn84000012 · Cited by 19
Adisso, É. L., Taljaard, M., Stacey, D., Brière, N., Zomahoun, H. T. V., Durand, P. J., Rivest, L., & Légaré, F. (2022) · JMIR Aging · doi:10.2196/39386 · Cited by 18
“Other secondary outcomes included health-related quality of life, assessed only in the frail older adults with the 36 items of the Nottingham Health Profile [33-35], and burden of care, assessed only in the caregivers with the Zarit Burden Inventory scale [36-38].”
Ofovwe, C. E., & Osasona, S. O. (2022) · African Health Sciences · doi:10.4314/ahs.v22i2.75 · Cited by 18
Sung, P., Lee, J., & Chan, A. W.-M. (2022) · Journal of Aging and Health · doi:10.1177/08982643221137939 · Cited by 21
“The next four items were adopted from the ComSA risk screener, which aimed to screen biopsychosocial health and related risks of older Singaporeans (Aw et al., 2020).”
MethodInfluentialSchizophrenia: its psychological effects on family caregivers
Riley-McHugh, D., Brown, C. H., & Lindo, J. (2016) · International Journal of Advanced Nursing Studies · doi:10.14419/ijans.v5i1.5565 · Cited by 17
“The Zarit Burden Questionnaire has been used to measure the caregivers’ perceived burden of providing family care (Seng et al. 2010).”
MethodAlshammari, B., Noble, H. R., McAneney, H., & O’Halloran, P. D. (2019) · BMC Nephrology · doi:10.1186/s12882-019-1424-9 · Cited by 17
A Brief, 6-Item Scale for Caregiver Grief in Dementia Caregiving
Liew, T. M., & Yap, P. L. K. (2018) · The Gerontologist · doi:10.1093/geront/gny161 · Cited by 15
“It should correlate strongly ( r > .50 ; Juniper, Guyatt, & Jaeschke, 1996) with scales for caregiver burden (ZBI) and caregiver depression (CES-D) because they measure related, though discriminable, phenomena in caregiving; 2.”
InfluentialPsychometric properties of the Hebrew version of the Zarit Caregiver Burden Scale short version
Iecovich, E. (2011) · Aging & Mental Health · doi:10.1080/13607863.2011.596807 · Cited by 15
“Although there are various tools to probe caregiver burden (Visser-Meily, Post, Riphagen, & Lindeman, 2004), the most commonly used on an international level is the Zarit Burden Interview (ZBI) and the short version of the ZBI (Bédard et al., 2001; Martı́nCarrasco et al., 2010; Seng et al., 2010).”
MethodMujjuzi, I., Mutegeki, P., Nabuwufu, S., Wosukira, A., Namata, F., Alayo, P., Amanya, S. B., & Nyeko, R. (2021) · AIDS Research and Treatment · doi:10.1155/2021/6660337 · Cited by 14
“, which showed a lower care burden among caregivers who had fewer financial problems [22].”
BackgroundMethodResultKermani, R. J. N., Cohen‐Zimerman, S., Wagner, A. K., & Grafman, J. H. (2021) · Epilepsy & Behavior · doi:10.1016/j.yebeh.2021.107768 · Cited by 14
Burden and resilience in caregivers of patients on maintenance haemodialysis
Joy, J., J., H. K. T., Abraham, P. M., & Gopalakrishnan, S. (2019) · International Journal of Research in Medical Sciences · doi:10.18203/2320-6012.ijrms20194586 · Cited by 14
“More the score, greater is the burden perceived.(11)”
BackgroundPutera, A. M., Irwanto, I., & Maramis, M. M. (2020) · HIV/AIDS - Research and Palliative Care · doi:10.2147/hiv.s269629 · Cited by 14
Hall, D., Wilkerson, J., Lovato, J. F., Sink, K. M., Chamberlain, D., Alli, R., Clarke, P., Rogers, S. D., Villalba, J., Williams, J. H., et al. (2014) · Journal of Mental Health Counseling · doi:10.17744/mehc.36.2.l880r8h860071414 · Cited by 17
“93) and test-retest reliability (r = 0.89; Seng et al., 2010).”
InfluentialLee, J., & Cagle, J. G. (2020) · Palliative Medicine · doi:10.1177/0269216320973161 · Cited by 14
Improving Daily Life Skills in People with Dementia: Testing the STOMP Intervention Model
Dao, H. D. (2014) · Journal of Alzheimer’s Disease & Parkinsonism · doi:10.4172/2161-0460.1000165 · Cited by 13
“89 [55].”
Chan, I., Yap, P. L. K., Wee, S. L., & Liew, T. M. (2019) · International Journal of Geriatric Psychiatry · doi:10.1002/gps.5238 · Cited by 15
Yuan, Q., Tan, G. T. H., Wang, P., Devi, F., Goveas, R. R., Magadi, H., Ng, L. L., Chong, S. A., & Subramaniam, M. (2021) · BMC Geriatrics · doi:10.1186/s12877-021-02238-2 · Cited by 15
“This 22-item scale was first developed in 1980, and has been validated in various countries including Singapore [11].”
MethodCaregiver burden in children with intellectual disability: Does special school education help?
Ramasubramanian, V., Chellamuthu, R., Selvikumari, R., Pandian, P. R. S., & Gopi, R. (2019) · Industrial Psychiatry Journal · doi:10.4103/ipj.ipj_7_15 · Cited by 12
Demirbas, M., Hahn‐Pedersen, J. H., & Jørgensen, H. L. (2023) · Neurology and Therapy · doi:10.1007/s40120-023-00493-6 · Cited by 13
“The overall score of the ZBI ranges from 0 to 88 points [11, 26] and has four levels of burden: no or little burden (0–20 points), mild to moderate burden (21–40 points), moderate to severe burden (41–60 points) and severe burden (61–88 points) [27].”
BackgroundLiew, T. M., Tai, B. C., Wee, S. L., Koh, G. C., & Yap, P. (2020) · Journal of the American Geriatrics Society · doi:10.1111/jgs.16717 · Cited by 12
“ZBI is a widely used scale to assess perceived burden of caregivers of older persons.(9) Its 22 items are rated on five-point Likert scales, and summed to generate total scores ranging from 0 to 88 (higher scores indicate greater burden).”
BackgroundKoh, Y. S., Subramaniam, M., Matchar, D. B., Hong, S.-I., & Koh, G. C. (2022) · BMC Psychology · doi:10.1186/s40359-022-00828-2 · Cited by 12
“It is a 12-item instrument that allows respondents to rate negatively phrased questions on caregiving from 0 = Never to 4 = Nearly always [25].”
BackgroundGhosh, S., Choi, W. Y., Williams, A., Duggleby, W., Ploeg, J., Markle‐Reid, M., & Peacock, S. (2019) · Canadian Journal on Aging / La Revue canadienne du vieillissement · doi:10.1017/s071498081900045x · Cited by 13
“The ZBI has been proven to be a valid and reliable tool for determining caregiver burden by Seng et al. (2010).”
InfluentialSociodemographic Profiles of Caregivers and Their Association with Burden of Care in Dementia
Rosdinom, R., Norzarina, M. Z., Zanariah, M. S., & ZamZam, R. (2011) · The Malaysian journal of psychiatry · Cited by 12
Byrne, A., Sivell, S., de Moraes, F. Y., Bulbeck, H., Torrens‐Burton, A., Bernstein, M., Nelson, A., & Fielding, H. (2019) · Cochrane Database of Systematic Reviews · doi:10.1002/14651858.cd013440 · Cited by 12
Validation of the Needs Assessment of Family Caregivers-Cancer scale in an Asian population
Yang, W. F. Z., Liu, J., Chan, Y. H., Griva, K., Kuparasundram, S., & Mahendran, R. (2020) · BMC Psychology · doi:10.1186/s40359-020-00445-x · Cited by 15
“While the ZBI was originally developed to assess burden experienced by caregivers of persons with dementia, it has now been widely used in many clinical contexts, such as Parkinson’s disease and chronic diseases, [33–36] and also shown to be reliable and valid for use in cancer caregivers [37, 38] and in an Asian popu…”
Method
Metadata
- Authors
- Seng, B. K., Luo, N., Ng, W. Y., Lim, J., Chionh, H. L., Goh, J., & Yap, P.
- Affiliations
- National University of Singapore (SG)
- Alexandra Hospital (SG)
- Venue
- Annals of the Academy of Medicine Singapore
- Publisher
- Academy of Medicine, Singapore
- Published
- 2010-10-15
- Volume
- 39
- Issue
- 10
- Pages
- 758-763
- ISSN
- 0304-4602 (ISSN-L)
- OpenAlex
- W126441541
- Cited by
- 288
- References
- 32
- Citations by year
- 2026: 20 · 2025: 22 · 2024: 25 · 2023: 41 · 2022: 27 · 2021: 28 · 2020: 31 · 2019: 22 · 2018: 16 · 2017: 10 · 2016: 10 · 2015: 15 · 2014: 13 · 2013: 3 · 2012: 2
- FWCI
- 1.73
- Type
- journal article
- Language
- en
- Open access
- bronze
- doi.org
- Locations
- Annals of the Academy of Medicine Singapore (publishedVersion)
- PubMed (publishedVersion)
- National University of Singapore (submittedVersion)
- Topics
- Health Sciences › Medicine › Psychiatry and Mental health › Dementia and Cognitive Impairment Research
- Health Sciences › Nursing › Research and Theory › Nursing care and research
- Social Sciences › Psychology › Clinical Psychology › Family Caregiving in Mental Illness
- Keywords
- Zarit Burden Interview, caregiver burden, dementia, family caregivers, psychometric validation, test-retest reliability, Singapore
- MeSH terms
- Adult, Dementia, Female, Humans, Interview, Psychological, Male, Middle Aged, Psychiatric Status Rating Scales, Stress, Psychological, Caregivers, Cost of Illness
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