Professional Documents
Culture Documents
Assessment of The Lequesne Index of Severity For Osteoarthritis of The Hip in An Elderly Population
Assessment of The Lequesne Index of Severity For Osteoarthritis of The Hip in An Elderly Population
Assessment of The Lequesne Index of Severity For Osteoarthritis of The Hip in An Elderly Population
ª 2005 OsteoArthritis Research Society International. Published by Elsevier Ltd. All rights reserved.
doi:10.1016/j.joca.2005.05.006
International
Cartilage
Repair
Society
Summary
Objective: To assess the measurement properties of the Lequesne index of severity for osteoarthritis of the hip (LISOH) together with its
overall usefulness with reference to the original stated aims.
Method : Postal questionnaire was sent to a random sample of 5500 Oxfordshire residents, aged 65 and above. Respondents with hip
symptoms at baseline (but without verification of a diagnosis) were sent an identical follow-up questionnaire 12 months later. The
questionnaire included a general health section, including the Short Form-36 survey, and a hip section which began with a screening question
about hip pain. Respondents who reported having a prolonged episode of hip pain were asked to complete the LISOH.
Results: At baseline, response rate of 66.3% (3341/5039) was obtained from eligible participants; 19.2% (610/3175) of respondents reported
having hip pain. Internal reliability (Cronbach’s alpha) was 0.84 (95% CI: 0.81e0.86) for all 11 items of the LISOH; however, factor analysis
identified two factors (sub-scales): ‘function and mobility’ and ‘pain and discomfort’. Rasch analysis revealed that the two factors were only
unidimensional when applied to sub-groups of respondents. Convergent validity of the LISOH was questionable, as the ‘function and mobility’
factor was more highly correlated with SF-36 bodily pain score than was the ‘pain and discomfort’ factor. The assessment of sensitivity over
time was problematic due to changing patterns of symptomatic weight-bearing joints over time.
Conclusions: The current study identifies major limitations with the LISOH e particularly if used as a single composite measure.
ª 2005 OsteoArthritis Research Society International. Published by Elsevier Ltd. All rights reserved.
Key words: Hip, Osteoarthritis, Health status, Outcomes.
854
Osteoarthritis and Cartilage Vol. 13, No. 10 855
a single underlying construct, and not consist of a number status because it has been extensively validated, including
of distinct sub-scales7. in relation to postal administration to elderly populations17,18.
This paper evaluates a particular instrument in order to The questionnaire also included a hip section which
assess its suitability according to above criteria, as well as began with a screening question that has been used by
in relation to its original stated aims. others19: ‘‘During the past 12 months, have you had pain in
Devised by rheumatologists during the 1980s, the or around either of your hips on most days for one month or
Lequesne index of severity for osteoarthritis of the hip longer?’’ A separate knee section began with an identically
(LISOH) is an 11-item questionnaire designed to obtain worded question except that the word ‘knee’ replaced ‘hip’.
information of a subjective nature, from patients, about their Respondents who reported having hip symptoms were
diseased hip. Patients’ responses are then used to asked to complete the LISOH which had been formatted to
generate a single composite scale8e10. Since its develop- aid self-completion.
ment, the LISOH has been widely used. Most often it has The LISOH is a composite measurement score ranging
been used as part of an interview/assessment by clinicians. from 1 to 24 points based on summed responses to 11
However, versions to facilitate self-completion have also items. The score is intended to be calculated separately for
been employed (and assessed) in a number of studies11,12. each hip. The first five items are concerned with the
At the time of its development, the measurement properties presence of pain and discomfort when remaining in certain
of the LISOH received only very limited attention, although positions or performing particular movements. These in-
more recently, some additional evaluations have been clude: pain in bed at night, morning stiffness, walking,
conducted within small scale studies12,13. standing for 30 min and sitting for 2 h. Each of these items
The LISOH has three stated purposes10: (1) to facilitate offers a maximum of three response categories and relate
comparisons based on levels of severity of patients’ hip to individual joints. As is customary, we therefore included
symptoms in the trials of new drugs, (2) to evaluate long- separate response boxes for the right and left leg. The
term treatment effects (particularly for hip osteoarthritis remaining six items relate to functional status and include
(OA)), and (3) to standardise decision-making regarding the maximum walking distance and use of a walking aid. These
need for hip replacement. offer three response categories each, apart from ‘maximum
This paper presents results from an analysis of data walking distance’, which offers five.
obtained from a large scale population study of hip In addition to the LISOH, a separate item was added,
symptoms in elderly people14. The analysis assesses the which asked patients to rate the pain severity in their
LISOH questionnaire’s item response and scale properties, symptomatic hip(s), during the last 4 weeks, on a scale of
that is: factor structure, dimensionality, internal reliability 1e6 ranging from ‘none’ to ‘very severe’.a The 12-month
and convergent validity. The overall usefulness of the follow-up questionnaire was identical to the baseline
LISOH is then considered with reference to its stated aims. questionnaire.
STATISTICAL ANALYSIS
Methods
All analyses involving the LISOH have been based on
Local research ethics committee approval was obtained people who reported having unilateral hip pain (n Z 471),
for the study (Applied and Qualitative Research Ethics since we were unable to obtain a single, overall LISOH
Committee (AQREC) reference A01.060). score for people with more than one symptomatic hip. The
completion rates of the LISOH and the SF-36 were
calculated to examine the proportion of respondents for
STUDY POPULATION whom a total score could not be calculated due to a missing
A random sample of 5500 Oxfordshire residents, aged 65 response to one or more items within the scale.
and above, was obtained from the Oxfordshire Health Internal reliability of the LISOH was assessed using
Authority register representing January 2002. A postal Cronbach’s alpha coefficient22 and 95% confidence inter-
questionnaire and covering letter was sent out to everyone vals were calculated using the bootstrap method with
within a 2-week period in April 2002 and followed up with Normal approximation23. This coefficient measures the
two postal reminders (including a second copy of the extent to which items in a scale correlate with each other
questionnaire). Respondents who reported hip symptoms at and hence their degree of consistency in measuring the
baseline were sent an identical follow-up questionnaire 12 same underlying construct.
months later. To examine the underlying dimensions of severity
measured by the items of the LISOH, an exploratory factor
analysis (principal components method) was performed,
QUESTIONNAIRE followed by an oblique (promax) rotation of retained
factors24. Examination of the dimensionality of the LISOH,
The questionnaire contained a general section which and the functioning and fit of individual items, was
consisted of a small number of demographic items and the undertaken by fitting a Rasch unidimensional measurement
Anglicised version of the Short Form-36 general health model in RUMM201025. The Rasch model assesses the
questionnaire15,16. The SF-36 contains 36 items and is unidimensionality of items in a scale based upon the
widely used as a generic health status instrument. It assumption that, as a person’s disability or symptoms
provides scores on eight dimensions: physical functioning,
role limitations due to physical problems, bodily pain, social a
A precise rating of pain severity per se is not included within the
functioning, general mental health, role limitations due to LISOH, and Lequesne et al. employed a separate measure in the
emotional problems, energy/vitality and general health form of a visual analogue scale (VAS). We used a rating scale
perceptions representing the last 4 weeks. Scores for each instead because there is some evidence to suggest that many
dimension range from 0 (poor health) to 100 (good health). elderly people experience difficulties with conceptualising and
We selected the SF-36 as a measure of general health providing responses using the VAS format 20,21.
856 J. Dawson et al.: Assessment of the LISOH
Table III was next applied to each of the two factors separately. In
Principal factor loadings for items of the LISOH amongst people the total sample (N Z 471), there was significant deviation
with one symptomatic hip (n Z 471) from unidimensionality within both the Factor 1 ‘function and
Item Description of item Factor loading mobility’ (P Z 0.033) and Factor 2 ‘pain and discomfort’
(P Z 0.004) items, suggesting that the items were not
1 2 ‘tapping’ the same underlying construct. Within Factor 1, the
1 Pain or discomfort in bed at night 0.07 0.51 thresholds of item 6 (maximum walking distance) were not
2 Morning stiffness 0.09 0.52 ordered, suggesting that the responses to this item were not
or pain related to the underlying severity of the condition. In both of
3 Pain when walking 0.09 0.60 the subsamples, item 6 again showed disordered thresh-
4 Increase in pain 0.03 0.56 olds. However, there was no significant deviation from
when remain standing unidimensionality in either factor in either subsample.
5 Pain or discomfort 0.07 0.55
when sitting
6 Maximum walking distance 0.68 0.04 CONVERGENT VALIDITY
7 Use of a walking aid 0.71 0.10
8 Can put on socks 0.68 0.02 Table V shows the Spearman rank correlation coeffi-
9 Can pick 0.81 0.03 cients related to the overall LISOH (11-item) scale and each
up object from floor of the two sub-scales (factors) with each dimension of the
10 Can go up and down stairs 0.72 0.09 SF-36 and the separate self-rated pain severity item. All
11 Can get into 0.59 0.18
and out of car
correlation coefficients shown in Table V were significantly
different from zero (P ! 0.05). The correlation between
Table IV
Rasch analysis of LISOH amongst (a) people with one symptomatic hip with or without a symptomatic knee (n Z 471), (b) people with one
symptomatic hip and no symptomatic knee (n Z 209) and (c) people with one symptomatic hip and a symptomatic knee (n Z 262)
All 11 items overall fit to Factor 1 (items 6e11) Factor 2 (items 1e5)
unidimensional model
(a) N Z 471 (hip G knee) c2 Z 188.95, df Z 77, c2 Z 60.44, df Z 42, c2 Z 48.10, df Z 25,
P ! 0.000001 P Z 0.0325 P Z 0.0036
Items not properly ordered Item 6 (0.076, 0.235, Item 6 (0.704, 0.068, None
0.204, 0.439, 0.485) 0.149, 0.217, 1.002)
Item misfit Item 1 c2 Z 48.2, P ! 0.000001 Item 8 c2 Z 13.69, P Z 0.057 Item 1 c2 Z 15.4, P Z 0.009
Item 3 c2 Z 18.3, P Z 0.0108 Item 4 c2 Z 11.7, P Z 0.039
Item 9 c2 Z 22.1, P Z 0.0025 Item 5 c2 Z 9.83, P Z 0.080
Item 10 c2 Z 28.8, P Z 0.0002
Item 11 c2 Z 48.2, P Z 0.0011
Residual O j2j Item 1 residual Z 5.454 None None
Item 2 residual Z 4.046
Item 9 residual Z 3.558
Item 10 residual Z 3.979
Item 11 residual Z 2.530
(b) N Z 209 (hip only) c2 Z 104.33, df Z 22, c2 Z 18.79, df Z 12, c2 Z 10.85, df Z 10,
P ! 0.000001 P Z 0.094 P Z 0.370
Items not properly ordered Item 6 (0.116, 0.403, Item 6 (0.537, 0.032, None
0.377, 0.780, 0.638) 0.361, 0.330, 1.259)
Item misfit Item 1 c2 Z 18.7, P Z 0.00009 Item 6 c2 Z 4.92, P Z 0.085 None
Item 2 c2 Z 11.0, P Z 0.0041
Item 3 c2 Z 6.09, P Z 0.0477
Item 9 c2 Z 10.2, P Z 0.0061
Item 10 c2 Z 27.9, P Z 0.000001
Item 11 c2 Z 21.1, P Z 0.000028
Residual O j2j Item 1 residual Z 3.454 None None
Item 2 residual Z 2.232
Item 9 residual Z 2.464
Item 10 residual Z 3.469
Item 11 residual Z 2.854
(c) N Z 262 (hip & knee) c2 Z 72.66, df Z 33, c2 Z 21.85, df Z 18, c2 Z 16.01, df Z 15,
P Z 0.000083 P Z 0.239 P Z 0.381
Items not properly ordered Item 6 (0.243, 0.125, 0.103, Item 6 (0.836, 0.123, None
0.229, 0.449) 0.031, 0.153, 0.898)
Item misfit Item 1 c2 Z 17.7, P Z 0.0005 Item 9 c2 Z 7.51, P Z 0.057 None
Item 7 c2 Z 6.76, P Z 0.0799
Item 8 c2 Z 13.6, P Z 0.0035
Residual O j2j Item 1 residual Z 4.058 None None
Item 2 residual Z 3.593
Item 9 residual Z 2.395
Item 10 residual Z 2.094
858 J. Dawson et al.: Assessment of the LISOH
survey questionnaire: new outcome measure for outcome measures for future phase III clinical trials in
primary care. BMJ 1992;305:160e4. knee, hip, and hand osteoarthritis. Consensus de-
17. Walters SJ, Munro JF, Brazier JE. Using the SF-36 with velopment at OMERACT III. J Rheumatol 1997;24:
older adults: a cross-sectional community-based 799e802.
survey. Age Ageing 2001;30:337e43. 30. Bellamy N, Buchanan WW, Goldsmith CH, Campbell J,
18. Hayes V, Morris J, Wolfe C, Morgan M. The SF-36 Stitt LW. Validation study of WOMAC: a health status
health survey questionnaire: is it suitable for use with instrument for measuring clinically important patient
older adults? Age Ageing 1995;24:120e5. relevant outcomes to antirheumatic drug therapy in
19. Frankel S, Eachus J, Pearson N, Greenwood R, Chan P, patients with osteoarthritis of the hip or knee.
Peters PT, et al. Population requirement for primary J Rheumatol 1988;15:1833e40.
hip-replacement surgery: a cross-sectional study. 31. Nunnally JC, Bernstein IH. Psychometric Theory. New
Lancet 1999;353:1304e9. York/Columbus, OH: McGraw-Hill 1978.
20. Herr KA, Mobily PR. Comparison of selected pain 32. Streiner DL, Norman GR. Health measurement scales e
assessment tools for use with the elderly. Appl Nurs a practical guide to their development and use. New
Res 1993;1:59e66. York: Oxford University Press 1989.
21. Breivik E, Bjornsson G, Skovlund E. A comparison of 33. Ware JE. SF-36 Health Survey Manual and Interpreta-
pain rating scales by sampling from clinical trial data. tion Guide. The Medical Outcomes Trust. Boston, MA:
Clin J Pain 2000;16:22e8. Nimrod Press 1997.
22. Bland JM, Altman DG. Cronbach’s alpha. BMJ 1997; 34. Hadorn DC, Holmes AC. The New Zealand priority
314:572. criteria project. Part 1: Overview. BMJ 1997;314:
23. Efron B, Tibshirani R. Bootstrap measures for standard 131e4.
errors, confidence intervals, and other measures of 35. Harry LE, Nolan JF, Elender F, Lewis JC. Who gets
statistical accuracy. Stat Sci 1986;1:54e77. priority? Waiting list assessment using a scoring
24. Fayers PM, Machin D. Factor analysis. Quality of Life. system. Ann R Coll Surg Engl 2000;82:186e8.
Chichester: John Wiley & Sons Ltd 2000. pp. 91e116. 36. Bischoff HA, Conzelmann M, Lindemann D, Singer-
25. Rasch Unidimensional Measurement Models. Lindpaintner L, Stucki G, Vonthein R, et al. Self-
RUMM2010. 14 Dodonaea Court, Duncraig WA reported exercise before age 40: influence on
6023, Australia, RUMM Laboratory Pty Ltd. 1998. quantitative skeletal ultrasound and fall risk in the
26. Hambleton RK, Jones RW. Comparison of classical elderly. Arch Phys Med Rehabil 2001;82:801e6.
test theory and item response theory and their 37. Bagge E, Bjelle A, Eden S, Svanborg A. Osteoarthritis
applications to test development. Educ Meas Issues in the elderly: clinical and radiological findings in 79
Pract 1993;12:38e47. and 85 year olds. Ann Rheum Dis 1991;50:535e9.
27. Andrich D. Rasch Models for Measurement. London: 38. Dawson J, Fitzpatrick R, Murray D, Carr A. The
Sage Publications 1998. problem of ‘noise’ in monitoring patient-assessed
28. Dawson J, Linsell L, Zondervan K, Rose P, Randall T, outcomes: generic, disease-specific and site-specific
Carr A, et al. Impact of persistent hip or knee pain on instruments for total hip replacement. J Health Serv
overall health status in elderly people: a longitudinal Res Policy 1996;1:224e31.
population study. Arthritis Care Res 2005;53:368e74. 39. Fitzpatrick R, Davey C, Buxton MJ, Jones DR.
29. Bellamy N, Kirwan J, Boers M, Brooks P, Strand V, Evaluating patient-based outcome measures for use
Tugwell P, et al. Recommendations for a core set of in clinical trials. Health Technol Assess 1998;2:1e74.