Keywords
Schizophrenia, methamphetamine, caregivers, factor analysis, burden care.
This article is included in the Addiction and Related Behaviors gateway.
To develop and test the psychometric properties of the Thai version of the Impact and Burden of Care Scale for Caregivers of Persons with Schizophrenia and Co-occurring Methamphetamine Use (TIBSCSM).
This pilot study involved 142 caregivers of individuals with schizophrenia and methamphetamine use. Sample adequacy was assessed using the Kaiser–Meyer–Olkin (KMO) method, while Bartlett’s test evaluated the item correlation matrix. Exploratory factor analysis (EFA) was conducted to identify underlying factors.
The 32-item TIBSCSM showed convergent validity correlations with two quality-of-life measures. The KMO value was 0.90, and Bartlett’s Test of Sphericity yielded χ2 = 5248.5, df = 496, p < 0.001. The Content Validity Index (CVI) was 1, indicating high internal consistency reliability (α = 0.90). EFA identified four constructs: physical function, self-esteem, role and social enjoyment, and relationship satisfaction. The model exhibited strong reliability and validity, with an average variance extracted (AVE) of 0.948 and composite reliability (CR) of 0.987, accounting for 64.90% of the variance.
The TIBSCSM scale provides valuable insights for psychiatric nurses and mental health teams to measure the impact and burden experienced by caregivers of individuals with schizophrenia and methamphetamine use. It is particularly useful for nursing, research, education, and clinical practice, especially in addressing the caregiver burdens exacerbated during the COVID-19 pandemic.
The TIBSCSM, developed in the Thai context, can facilitate studies evaluating variations in caregiver impact across different settings.
Schizophrenia, methamphetamine, caregivers, factor analysis, burden care.
For this version, I have refined the definition of primary caregiver in the Subjects section, incorporating objective criteria to enhance clarity and rigor in response to the reviewer’s comments.
See the author's detailed response to the review by Jarurin Pitanupong
See the author's detailed response to the review by Joko Gunawan
Schizophrenia with co-occurring methamphetamine use is a complex and debilitating psychiatric condition that severely affects individuals across multiple domains, including physical and psychological health, social functioning, and economic stability. The chronic nature of the illness often results in a profound caregiving burden, with caregivers experiencing significant emotional distress, role confusion, and reduced quality of life.1,2 Studies indicate that caregivers frequently encounter psychosomatic symptoms, anxiety, stress, and depressive states, which, in turn, adversely affect their caregiving performance and the overall well-being of individuals with schizophrenia and substance use disorders.3,4
Caregivers employ various strategies to manage the care of individuals with schizophrenia and methamphetamine use disorder, particularly during episodes of psychosis and relapse. Strategies include fostering medication adherence, ensuring a safe environment, and providing emotional support. These efforts are critical in mitigating aggressive behaviors and sustaining continuity of care.5 However, research highlights that inadequate caregiver involvement in treatment planning is associated with poor adherence to psychiatric treatment regimens, thereby emphasizing the necessity of assessing caregiving burden and its implications.6
The emotional, psychological, and financial strains experienced by caregivers warrant the development of evidence-based interventions aimed at enhancing caregiver well-being. Such interventions, spearheaded by nurses and mental health professionals, could provide structured support to caregivers, improving both their psychological health and caregiving efficacy.7 Despite prior studies investigating aspects of caregiving stress, there is a notable gap in research examining the specific burdens associated with schizophrenia and co-occurring methamphetamine use in primary caregivers. Furthermore, existing assessment tools do not sufficiently capture caregivers’ lived experiences in this context.8,9
Given this gap, the development of a comprehensive measurement instrument tailored to the experiences of caregivers is imperative. This study aims to develop and evaluate the psychometric properties of the Thai version of the Impact and Burden of Care Scale for Caregivers of Persons with Schizophrenia and Co-occurring Methamphetamine Use (TIBSCSM). The findings will contribute to the enhancement of multidisciplinary treatment strategies while promoting an improved quality of life for caregivers and care recipients alike.
Data were collected from 142 caregivers of individuals with schizophrenia and co-occurring methamphetamine use at psychiatric hospitals. The inclusion criteria were as follows: (1) being the primary caregiver of a person of a family member diagnosed with schizophrenia or schizoaffective disorder according to the DSM-V criteria,10 without compensation for caregiving, and responsible for accompanying the patient to outpatient services; (2) having served as the primary caregiver for at least one year, as identified by individuals with schizophrenia and co-occurring methamphetamine use; (3) being at least 20 years of age; and (4) consenting to participate in the study.
Over four weeks, identified inpatients, who met the criteria of a diagnosis of schizophrenia with co-occurring methamphetamine use and were 18–60 years old, were selected. A psychiatric nurse asked them to name their primary caregiver. The researcher asked them if we could contact the primary caregiver. When they agreed, and when the caregiver met the inclusion criteria, the self-report scale was collected and completed by the researcher teams’ caregivers or interviews.
Ethical approval for the study was obtained from the Ethics Review Committee for Research Involving Human Research Participants (COA No. 284/2560). The scopes, risks, and benefits of this study for the subjects were explained. Before data collection, written consent was obtained directly from the PCPSs Participation was voluntary, and participant anonymity and confidentiality were guaranteed.
Development of the TIBSCSM occurred in two phases: a) qualitative and b) quantitative. Item generation occurred during the qualitative phase, and item reduction and the validation process happened during the quantitative phase.11 The two steps involved collecting data from different subjects.
Item generation occurred in two steps. First, the content was derived from the questionnaire from face-to-face, semi-structured interviews performed by the researcher. Briefly, discussions addressed the impact and burden of care based on caregiver stress theory, a middle-range theory. Second, the objective was to predict caregiver stress and its outcomes from demographic characteristics, an objective burden in caregiving, stressful life events, social support, and social roles.7 The determined wording of question stems and the range of response options until saturation by 30 caregivers’ interviews. The researcher performed content analysis. Third, the researcher identifies 32 questions from this interview process. These items were answered using a five-point Likert scale, defined as: 1: never/not at all; 2: rarely/a little; 3: sometimes/somewhat; 4: often/a lot; and 5: always/very much.
30 caregivers were requested to remark on any part of the scale (i.e., content, wording, response choices) that they considered inappropriate or merited improvement. Ambiguous items and those that were misinterpreted or infrequently answered were withdrawn or rephrased, leading to a preliminary scale that contained 32 items. Lastly, preliminary interviews were conducted with the caregivers to ensure that the scale was a true reflection of the caregivers’ understanding and confirmed content validity. The second round of interviews with caregivers guaranteed its face validity.
The item reduction process comes from the results of statistical analyses and the steering committee’s expertise. Item response theory and classical test theory conduct by Statistical approaches.12 Both metrological properties and their impact on the final scale’s content, taking into account the items’ meanings, were discussed and then removed items. The researcher retained items to produce the final version of the TIBSCSM in more robust and psychometrically sound solutions. The researcher tested for construct validity, reliability, and some aspects of external validity in the last version.
Convergent validity was evaluated by examining correlations between the TIBSCSM and two measures of caregivers’ quality of life: the Thai version of the Schizophrenia Caregiver Quality of Life Questionnaire (S-CGQoL-Thai Scale) and the Thai version of the World Health Organization Brief Quality of Life Scale (WHOQOL–BREF–THAI). Construct validity defines the construct to be assessed by the scale and measures its construct’s internal structure and the theoretical relationship of its item and subscale scores. It was evaluated using principal component factor analyses with varimax rotation13 to define the number of independent items and dimensions.
The mean age of the 142 participants was 47.1 years old (SD = 8.4). They were predominantly female (73.9%), married (63.4%), and about half had completed at least a bachelor’s degree (50.7%) and worked in agriculture (57.8%). Additionally, almost all of them (83.1%) had insufficient income, were healthy (61%), and had been the caregiver for more than five years (48%). Regarding medical history, about one-third of them (35.1%) used universal healthcare coverage, and more than half of them had no medical illness (61%) ( Table 1).
The first-order factors loading = 0.5–0.8 and the variance of first-order factors loading were explained by a latent variable of second-order factors of the four constructs ranking 66.3% – 74.0%. Besides, factor loading of TIBSCSM, factor score, and R2 range between = 0.6–0.8, of TIBSCSM.
The second-order factors analysis of measurement model of TIBSCSM shows factor loading completely standardized solution of second-order factors in the high level ( Figure 1). The latent variables can explain the variance of construct of physical function, self-esteem, role and social enjoyment, and relationship satisfaction of 97.2%, 99.5%, 97.0% and 92.5%, respectively. The average variance extracted (AVE) of 0.948 and composite reliability (CR) of 0.987 ( Table 3).
Content validity: The TIBSCSM, with 32 items, showed a content validity index = 1.
Convergence validity: The TIBSCSM correlated with the S-CGQoL-Thai Scale and the WHOQOL–BREF–THAI. Factor analysis showed good construct validity, Kaiser–Meyer–Olkin (KMO) = 0.9, Bartlett’s Test of Sphericity, χ2 = 5248.5, df = 496, p < 0.001. For the content validity, the scale shows CVI = 1 and S-CVI = 0.86.
Internal consistency: Cronbach’s alpha showed high internal consistency reliability (α = 0.9).
The corrected item total correlation ranged from 0.5–0.8. The total variance explained was 64.9%, which is excellent. Also, the extract construct of factor analysis was the following: physical function, self-esteem, role and social enjoyment, and relationship satisfaction ( Figure 1).
The mean, standard deviation, internal consistency, and reliability of various question sets: a) Physical Function (6 items: Item 1, Item 10, Item 14, Item 24, Item 29, Item 32): Mean: 52.53, S.D. =16.75, Internal Consistency: Ranges from 0.75 to 0.86, and Reliability = 0.96, b) Self-Esteem (Mastery) (9 items: Item 15, Item 16, Item 17, Item 18, Item 20, Item 21, Item 22, Item 30): Mean: 46.03, S.D. = 14.42, Internal Consistency ranges from 0.73 to 0.83, Reliability = 0.95, c) Role Enjoyment (11 items: Item 2, Item 3, Item 4, Item 5, Item 12, Item 13, Item 23, Item 25, Item 26, Item 27, Item 28): Mean = 50.04, S.D. = 13.60, Internal Consistency ranges from 0.71 to 0.84, Reliability = 0.98, d) Relationship Satisfaction (6 items: Item 6, Item 7, Item 8, Item 9, Item 11, Item 31): Mean = 49.96, S.D. = 15.62, Internal Consistency ranges from 0.67 to 0.81, and reliability = 0.86. This comprehensive data is summarized in Table 4.
Correlation testing between the 32 items found that the correlation coefficient of all 32 questions was in the range 0.3–0.8, and the correlation coefficient of the internal items of each construct were medium to high in the positive correlation with statistical significance at 0.05 ( Table 2, Figure 2).
This pilot study aimed to develop and evaluate the psychometric properties of the TIBSCSM, confirming its reliability and validity as an assessment tool for caregiver burden. The findings demonstrate strong internal consistency, with a Cronbach’s alpha of 0.90, indicating robust correlations between items within each dimension.14,15 This aligns with previous work on psychometric validation of caregiver burden scales, such as the study by Arslan, Yıldırım, and Ceyhan (2020),16 which examined the burden scale for caregivers of older adults, demonstrating similar reliability and internal consistency.
Factor analysis results confirm that the TIBSCSM has a stable multidimensional structure, aligning with best practices for scale development and validation.17 The exploratory factor analysis (EFA) identified four key dimensions—physical function, self-esteem, role and social enjoyment, and relationship satisfaction—accounting for 64.90% of the total variance.8 The high KMO value (0.90) and significant Bartlett’s Test of Sphericity (χ2= 5248.5, df = 496, p < 0.001) validate the adequacy of the item correlation matrix.13
Further, the average variance extracted (AVE = 0.948) and composite reliability (CR = 0.987) confirm convergent validity, ensuring that the constructs measure unique dimensions while maintaining strong relationships with external assessments.18 These psychometric strengths align with the methodologies outlined by Ketchen and Berg (2006)19 and validate the discriminant validity of the TIBSCSM using criteria recommended by Henseler, Ringle, and Sarstedt (2014).20
Compared to previously validated caregiver burden scales, such as the Schizophrenia Caregiver Quality of Life Questionnaire (S-CGQoL-Thai Scale) and the World Health Organization Brief Quality of Life Scale (WHOQOL–BREF–THAI), the TIBSCSM demonstrated strong convergent validity, reinforcing its applicability in clinical practice.3 Unlike broader caregiver burden measures, which focus on general caregiving stress, the TIBSCSM is specifically designed to assess challenges related to schizophrenia and methamphetamine use, distinguishing it as a targeted assessment tool.4
Arslan et al. (2020)16 also emphasized the importance of psychometric rigor in caregiver burden scales, providing supporting evidence that multidimensional burden constructs can effectively differentiate specific experiences of caregivers. Similarly, research on multidimensional psychometric validation by Brunner and Süß (2005)21 offers insights into the structural reliability of self-report instruments, supporting the methodological approach employed in this study.
This study highlights the necessity of tailoring interventions to distinct caregiver burden domains. Caregivers experiencing physical strain may benefit from structured respite care programs, while those struggling with self-esteem and emotional distress require psychological support.2,7,22 The identified dimensions reflect caregivers’ diverse experiences, underscoring the need for multidisciplinary approaches to caregiving support.9
Additionally, caregiver burden is intensified by financial strain, role confusion, and social stigma, reinforcing the necessity of targeted interventions to alleviate these challenges.23 Previous studies indicate that caregiver stress significantly impacts patient outcomes, particularly in cases of co-occurring schizophrenia and substance use disorders.4 Therefore, psychiatric nurses and mental health professionals can utilize the TIBSCSM to develop specialized training, psychoeducation programs, and policy initiatives that enhance caregiver resilience.5
Further methodological refinement using variance-based structural equation modeling20 could be beneficial in future studies to enhance the measurement precision of caregiver burden assessment tools. Recent advancements in factor analysis techniques, as discussed by Kock (2019),24 may also contribute to improving the construct validity of psychometric instruments designed for caregiver burden assessment.
This pilot study contributes to the development of standardized caregiver burden assessment tools, addressing a significant gap in psychiatric caregiving research. The TIBSCSM provides a structured framework for evaluating caregiver experiences, reinforcing the necessity of evidence-based interventions for those supporting individuals with schizophrenia and methamphetamine use. With further refinement and validation, this scale has the potential to improve clinical practice, inform policy development, and enhance caregiver well-being.
As a pilot study, findings should be interpreted cautiously, acknowledging the limited sample size and population specificity. While the psychometric properties of the TIBSCSM demonstrate strong preliminary validity, further cross-cultural adaptation and large-scale validation are necessary.6 Future research should assess the scale’s responsiveness over time, examining its effectiveness in detecting changes in caregiver burden following structured interventions.25 Additionally, longitudinal studies will be essential in confirming the stability and predictive validity of the instrument.11
-Faculty of Nursing Thammasat University-Thammasat University Research Unit in the innovation of Mental Health and Behavioral Healthcare.
The funders had no role in study design, data collection and analysis, decision to publish, or preparation of the manuscript.
The underlying data for this article have been restricted for ethical and privacy reasons. Data may be requested by contacting the authors and access will be granted to researchers and reviewers.
I would like to express my sincere gratitude to Assistant Professor Dr. Kittisak Jangphanish of Rajamangala University of Technology Rattanakosin, Nakhon Pathom, Thailand, for his invaluable expertise and support in data analysis. His contributions have been essential in enhancing the rigor and depth of this study.
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Competing Interests: No competing interests were disclosed.
Reviewer Expertise: Nursing
Is the work clearly and accurately presented and does it cite the current literature?
Yes
Is the study design appropriate and is the work technically sound?
Yes
Are sufficient details of methods and analysis provided to allow replication by others?
No
If applicable, is the statistical analysis and its interpretation appropriate?
Yes
Are all the source data underlying the results available to ensure full reproducibility?
Yes
Are the conclusions drawn adequately supported by the results?
Yes
Competing Interests: No competing interests were disclosed.
Reviewer Expertise: psychiatry and palliative
Competing Interests: No competing interests were disclosed.
Reviewer Expertise: Instrument developer
Competing Interests: No competing interests were disclosed.
Reviewer Expertise: Nursing
Is the work clearly and accurately presented and does it cite the current literature?
Yes
Is the study design appropriate and is the work technically sound?
Yes
Are sufficient details of methods and analysis provided to allow replication by others?
Partly
If applicable, is the statistical analysis and its interpretation appropriate?
Partly
Are all the source data underlying the results available to ensure full reproducibility?
Partly
Are the conclusions drawn adequately supported by the results?
Partly
Competing Interests: No competing interests were disclosed.
Reviewer Expertise: Nursing
Is the work clearly and accurately presented and does it cite the current literature?
Partly
Is the study design appropriate and is the work technically sound?
Partly
Are sufficient details of methods and analysis provided to allow replication by others?
Partly
If applicable, is the statistical analysis and its interpretation appropriate?
Yes
Are all the source data underlying the results available to ensure full reproducibility?
Yes
Are the conclusions drawn adequately supported by the results?
Yes
Competing Interests: No competing interests were disclosed.
Reviewer Expertise: Instrument developer
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