Second The Friendship Scale
Second The Friendship Scale
Second The Friendship Scale
Dr Graeme Hawthorne
Deputy Director, Program Evaluation Unit, Centre for Health Program Evaluation,
Pippa Griffith
Program Evaluation Unit, Centre for Health Program Evaluation,
November, 2000
CENTRE PROFILE
The Centre for Health Program Evaluation (CHPE) is a research and teaching organisation
established in 1990 to:
• undertake academic and applied research into health programs, health systems and
current policy issues;
• develop appropriate evaluation methodologies; and
• promote the teaching of health economics and health program evaluation, in order to
increase the supply of trained specialists and to improve the level of understanding in the
health community.
The Centre comprises two independent research units, the Health Economics Unit (HEU) which
is part of the Faculty of Business and Economics at Monash University, and the Program
Evaluation Unit (PEU) which is part of the Department of General Practice and Public Health at
The University of Melbourne. The two units undertake their own individual work programs as well
as collaborative research and teaching activities.
PUBLICATIONS
The views expressed in Centre publications are those of the author(s) and do not necessarily
reflect the views of the Centre or its sponsors. Readers of publications are encouraged to contact
the author(s) with comments, criticisms and suggestions.
A list of the Centre's papers is provided inside the back cover. Further information and copies of
the papers may be obtained by contacting:
The Co-ordinator
PO Box 477
E-mail [email protected]
ACKNOWLEDGMENTS
The Program Evaluation Unit of the CHPE is supported by The University of Melbourne.
Both units obtain supplementary funding through national competitive grants and contract
research.
The research described in this paper is made possible through the support of these bodies.
AUTHOR ACKNOWLEDGMENTS
We would like to thank Ms Marianne Shearer, from the Whitehorse Division of General Practice,
for her support during the development of this scale, Ms Erin Hawthorne for patiently collecting
much of the data and for doing the data entry. We would also like to thank the many patients who
completed the questionnaire at a time when they were feeling ill.
Ethics approval was by the Ethics Committee at The University of Melbourne within the context of
a broader survey of the health status of patients attending general practitioner clinics in the
Whitehorse Division of General Practice.
Dr Hawthorne’s position at The University of Melbourne is funded by the Victorian Consortium for
Public Health.
Table of Contents
1 Introduction.............................................................................................................................. 1
1.1 Defining social isolation and literature review of its components and correlates .............. 1
3 Discussion ............................................................................................................................. 13
References..................................................................................................................................... 15
List of Tables
List of Figures
11
12
15
The Centre for Health Program Evaluation was commissioned by the Whitehorse Division of
General Practice to conduct a survey of the health status of patients attending their general
practitioners (GPs). From a similar survey conducted in 1998 and from general anecdotal
evidence, the staff of the Division were aware that many GPs were reporting social isolation as a
concern. It was therefore determined that the health status survey should include a measure of
social isolation to quantify the extent to which the anecdotal evidence was a reflection of a
widespread issue across the Division.
Under our definition, social isolation would be absence of these supports and contacts. Generally
there are perceived to be four inter-related concepts defining social isolation: being alone (ie. the
amount of time spent alone), living alone (ie. a lack of significant other), social isolation (as
defined by low levels of social contact with others) and loneliness (the negative feelings held by
individuals about their levels of social interaction) (Victor, Bond et al. 2000). The terms are often
used inter-changeably although conceptually, as suggested above, there are important
differences between them.
Although loneliness is conceptually different from social isolation (a person may be socially
isolated yet not feel lonely), it is usually defined as the loss or absence of relationships. As such
it is probably a sub-set of social isolation dealing with the absence of particular relationships
(friend, family, partner). Thus the UCLA Loneliness Scale measures the extent, defined by
frequency, to which a person perceives they are in relationships and the personal and social
levels of those relationships (Russell, Peplau et al. 1980; Russell 1982). The literature suggests
that one of the most poignant relationships is that between the process of ageing and loneliness.
One of the early key studies in this area was Tunstall’s (1963) study of the elderly in the UK which
showed that approximately 10% of the aged were lonely and 20% were socially isolated. Based
on work since then, it is now widely accepted that the prevalence of loneliness is between 3-
A difficulty is that an individual’s needs play a major part in determining their perception of the
availability of social support or social networks: the reported level of social support becomes
therefore, the degree to which a person is satisfied their needs are being met rather than an
objective statement of support per se (Cobb 1976; Thoits 1982; Rokach 2000). For example, in
their study of social networks, Fratiglioni et al assessed the adequacy of support through
satisfaction with social contacts rather than contacts per se (Fratiglioni, Wang et al. 2000).
Others have focussed on the availability of social supports and the individual's tendency to seek
social contacts. Barrera’s Inventory of Socially Supportive Behaviours was based on measuring
the support individuals received through their social network; a modified version, the Arizona
Social Support Interview Schedule was designed to include not only the level of network support,
but also the extent to which these satisfied the needs of the respondent (Barrera 1980).
Given this situation, in her review of social support instruments Bowling (Bowling 1991, p121)
argued that the relevant dimensions to measure were: (a) connections with others; (b) the
number of people within the network and maintaining it; (c) the geographical dispersion of
networks; (d) the integration of network members into each others’ networks; (e) the composition
of the networks; (f) the frequency of contact; and (g) the strength of the relationships. To
measure all these dimensions implies that instruments would have a considerable number of
items: each of these dimensions ought to be measured separately by several items to ensure
reliability. Rokach defined five subscales of loneliness: emotional distress, social inadequacy and
alienation, growth and discovery, interpersonal isolation and self-alienation. These were
measured by 82 items accounting for 36% of the variance (Rokach 2000). This illustrates the
difficulty of measurement. Where the dimensions or subscales of social isolation are
inadequately conceptualised and defined, to group them together into summated scales will
almost certainly result in instruments with poor psychometric properties. Perhaps this explains
Bowling’s conclusion, made almost ten years ago but seemingly still applicable, that “There is
currently no assessment scale which comprehensively measures the main components of social
network and support with acceptable levels of reliability and validity” (Bowling 1991, p122).
For the purpose of the present study, Bowling’s first dimension was accepted: namely that social
support was primarily concerned with connections with others. Our rationale was that where an
individual has no significant connection with others, they will find it difficult to make contact with
other people and to get on with them, they will lack intimacy, they may be lonely and feel that
(where they do come into contact with others for a health reason) they are a burden to others.
Regarding social isolation as opposed to social support, there is a vast literature: for example, a
search of Psychlit (1983-2000) identified 3897 references. However, few of these references
were concerned with the correlates of social isolation, and when we crossed these with the
search terms “determinants” and “predictors” we identified 49 articles. Review of the abstracts
suggested that the correlates of social isolation are: geographic location including living alone or
homelessness (Polansky 1985; Mullins, Elston et al. 1996; Gallagher, Andersen et al. 1997), the
closeness of personal relationships (Polansky 1985; Maxwell and Coebergh 1986; Dykstra 1990;
• Was very short. Respondents were being approached ‘cold’ (without any warning or obvious
recruitment phase) and it was thought that the interview needed to be as parsimonious as
possible;
• Was as friendly as possible. Respondents would be answering when they could be feeling
vulnerable (ie. waiting to see a GP). To meet with this requirement we constructed all items
from a positive perspective. They are presented from the point of view of having friends and
social support;
• Covered the different domains of isolation. From the literature we defined these as personal
intimacy, being lonely, getting on with other people, access to support when needed (i.e.
contact with others) and being dependent upon others. In the interests of parsimony, as
described above, we constructed just one item for each domain.
• Covered both the intensity and duration of isolation. This was achieved by setting the
timeframe within which isolation occured as the previous four weeks. In addition, all item
responses were couched in terms of isolation occuring “not at all” through to “always” within
this timeframe.
• Was easily scored for the obvious practical reason of ease of use by the researchers. The
scoring system was to be through summation.
One instrument which seemed to provide the appropriate concepts was the Nottingham Health
Profile (NHP (Martini and Hunt 1987)): the social isolation scale contained 5 questions which
possessed clear and brief item stems (eg. I’m finding it hard to make contact with people). The
item responses, however, seemed to us to be crude, both in terms of lacking sensitivity (Yes/No)
and in terms of the duration of the condition (since the items are in present tense, the responses
refer to ‘now’, as in the instruction in the NHP that these questions probed
have in their daily life”). In light of the literature, we wanted a measure covering the duration of
the isolation. Where social isolation is immediate and temporary due to current circumstances,
there may be no implication beyond the present. For the purposes of identifying social isolation
as a planning or service use issue, it is important to capture chronic social isolation. Our
Following several discussions and examination of the NHP items, the five items in the Friendship
Scale (FS) were constructed. The changes we made to the NHP item stems were to alter the
tense into past tense (eg the item quoted above was changed to read I found it easy to make
contact with people) and to set the timeframe to be During the past four weeks1. In order to
increase the sensitivity of the item responses we developed 5-point Guttman-type responses
probing the amount of time the respondent was evaluating (Almost always, Most of the time,
About half the time, Occasionally, Not at all). In order to ensure friendliness, we decided that all
items would share a common item response format and that we would call the instrument the
‘Friendship Scale’ (FS) rather than include any reference to social isolation. To reduce the
possibility of response bias, we reversed two of the item stems (Q2 & Q5).
Simple summation of item responses provided for a raw range of 5-25, where the higher the
score the greater the extent of social isolation. To assist with the ease of understanding scores, a
value of ‘5’ was subtracted from each scale score, giving a final range of 0-20.
Regarding the interpretation of scores, an obtained value of ‘0’ implies that social support was
always available during the previous four weeks, and a score of ‘20’ indicates that social support
was never available during the previous four weeks. Thus the higher the score the greater the
sense of social isolation. A person with a score of ‘20’ would be someone who in the previous
four weeks did not get on with other people, who felt lonely almost always, who had nobody to
share feelings with, who found it very difficult to make contact with others and who felt they were
a burden to others. We suspect this condition is very rare.
Due to the very tight deadlines for scale construction and commencement of the survey, we were
unable to pre-test the FS. This report describes the psychometric properties of the FS.
A copy of the FS can be found in Appendix 1.
• 50% of respondents indicated they ‘almost always’ found it easy to get on with other people;
1
A longer timeframe was rejected on the grounds that social isolation may not be a static condition, but may be
influenced by health, social and environmental changes. The limitations of memory could also provide a source of
bias where long timeframes are involved.
The data distributions shown in Table 1 suggest that the normal tests for item sensitivity do not
apply to these items; the skewed distributions ensuring the use of means and standard deviations
would provide spurious estimates.2
1 2 3 4 5
5 = Not at all
Turning to item correlations, given the pattern of responses shown in Table 1 it was expected that
there would be high correlations between the items. As shown in Table 2, this was not the case;
the correlations were between 0.22-0.51; indicating moderate agreement.
2
The problem is almost certainly caused by the population of respondents. Normally, instrument construction
procedures seek to draw the construction sample from a heterogenous population on the basis that the full range of
conditions will be represented. We have no evidence that the full range of social isolation was represented in our
construction sample.
Items
1 2 3 4
Items 2 0.29
3 0.27 0.43
Examination of the FS revealed, consistent with the item distributions, a very skewed data
distribution. As shown in Figure 1, 17% of respondents obtained the lowest scores (‘0’), 13%
obtained a score of ‘1’, 11% ‘2’, 14% ‘3’ and 13% ‘4’. These scores suggest that 68% of
respondents obtained scores within the lowest 20% of the scale range. By way of comparison,
there were only 2 respondents obtaining scores in the top 20% of the scale range (ie. scores in
the range 15-18).
80
60
40
Frequency
20
0
0.0 2.0 4.0 6.0 8.0 10.0 12.0 14.0 16.0 18.0
1.0 3.0 5.0 7.0 9.0 11.0 13.0 15.0 17.0 19.0
Friendship Scale
Principal components analysis was used to identify the internal structure of the FS. As shown in
Table 3, all five items loaded on a single factor, ranging from 0.83 (Item 4) to 0.61 (Item 3). This
finding suggested the five items formed a unidimensional scale. The proportion of explained
variance, however, was poor at 53%.3
The two pivotal items (Items 4 and 2) suggest that the meaning of the scale (ie. what it is
measuring) is in relation to the ease of contact with people (Item 4) and the degree of loneliness
(Item 2). Together we have interpreted these to represent social isolation.
1 0.70
2 0.80
3 0.61
4 0.83
The variables available under (a) were: living status (defined by marital status), age, ethnic status
(defined by birthplace and English proficiency), employment status, and socio-economic
resources (measured by income, social security/pension receipt).
3
It is widely accepted that the proportion of explained variance should be in the vicinity of 75% for scale items to
satisfactorily explain a latent concept. Generally the advice is that sufficient factors (and therefore items) should be
retained to achieve this. For discussions of the role of factor analysis in instrument construction, Pedhazur &
Schmelkin or Streiner & Norman offer good introductions (Pedhazur and Schmelkin 1991; Streiner and Norman
1995).
The results of our analyses are presented in Tables 4 & 5 and in Figures 2, 3 & 4.
Figure 2 shows the relationship between age and the FS. As shown, there was a significant
association (Pearson’s r = -0.08, p = 0.05*), although the correlation was minimal. Table 4
shows the relationship between the other putative predictors and the FS. As shown in the table
the FS varied on all these predictors as would be expected from the literature.
• Those who were single, divorced/separated or widowed reported significantly increased levels
of isolation when compared with those who were married.
• There was no significant difference by country of birth. The coding of the countries here was
determined by the necessity of grouping countries into categories sufficiently large for
meaningful analysis due to the very small number of respondents from many countries.
Although not statistically meaningful, the following gives some idea of the variation in FS
scores by different countries of birth (not Australia): for the 5 cases born in the Middle
East/North Africa the median FS was 7.5; for the 8 cases born in North America it was 3.0; for
the 9 cases from Central/South American it was 4.0; and for the 10 cases from Africa it was
3.0. There was 1 case from Vietnam with a score of 12.0, and the 5 cases from Malaysia
obtained a median score of 4.5.
• Those who reported that they spoke English ‘not well’ obtained significantly higher FS scores
when compared with those reporting they spoke English “Well” or “Very well”.
• Those who were unemployed reported the highest level of social isolation, followed by those
who were students or retired/on sickness benefits when compared with those who were
working or were homemakers. The differences were statistically significant.
• FS scores also significantly varied by income. Those with lower household incomes obtained
FS scores indicating greater levels of social isolation when compared with those with higher
household incomes.
• Those in receipt of a pension or social security benefit also obtained significantly higher scores
indicating greater social isolation when compared with those not receiving such benefits.
4
Within the SF-36 there are two questions which probe participation in social/family relationships (questions 6 & 10),
there are also eight scales (physical role, physical function, bodily pain, vitality, general health, social role, role
emotion and mental health) as well as the two summary scales (physical and mental health summaries). Rather than
examine the FS against several different indicators, the physical and mental health summary scales were used since
the other SF-36 questions are all subsumed within these scales.
20
18
16
14
Friendship Scale scores
12
10
8
6
4
2
0
0 10 20 30 40 50 60 70 80 90 100
Ageinyears
Correlation: r = - 0.08, p = 0.05
• There was a monotonic relationship between the frequency with which cases visited their GPs
and their FS scores. Those visiting weekly or more obtained scores indicating the greatest
levels of social isolation, whilst those visiting 6-monthly or less exhibited the lowest levels of
isolation.
• FS scores also significantly varied by whether a case reported they had a significant illness of
not. Those with significant illnesses reported higher FS scores indicating greater social
isolation.
• Self-reported general health status was monotonically related to FS scores. Those reporting
they were in ‘excellent’ health reported the lowest level of social isolation, whereas those
reporting their health was ‘poor’ obtained FS scores indicating that they were the most socially
isolated.
• There was a strong negative correlation between obtained mental health scores from the SF
36 with FS scores, as shown in Figure 3 (Pearson r = -0.64, p < 0.01*).
• There was a weak negative correlation between obtained physical health scores from the SF
36 with FS scores, as shown in Figure 4 (Pearson r = -0.12, p < 0.01*).
20
18
16
14
12
10
Friendship scale
8
6
4
2
0
0 10 20 30 40 50 60 70 80
Median IQR(b)
20
18
16
14
12
10
Friendship scale
8
6
4
2
0
10 20 30 40 50 60 70
• Content validity refers to the extent to which an instrument measures the universe it is
supposed to be covering. Content validity can be demonstrated where the manifest
responses to the instrument items may be considered to be a representative sample of all
possible responses to items covering the universe of interest (Lennon 1965).
• Construct validity is where obtained scores vary in accordance with our expectations of the
underlying universe being measured. This is usually assessed by observing whether scores
systematically vary in accordance with cases who have the property in greater or lesser
amount (Anastasi 1976).
• Criterion validity relates to the relationship between scale scores and either other independent
measures (criteria) or other specific measures (predictors). This is usually assessed through
correlating the relationship between the criterion/predictors and the instrument of interest.
Regarding content validity, the FS was developed from a literature review of social isolation and
loneliness. This review suggested that the areas comprising this universe were the absence of
relationships, living alone, social integration and networks, and the intimacy and durability of
these networks. The literature also suggested that self-assessment of these constructs is
mediated by a person’s needs. We interpreted this literature as comprising a single dimension
primarily concerned with connectedness with others, expressed in terms of: (a) social isolation as
having no significant connection with others; (b) finding it difficult to make contact with others or to
get on well with them; (c) lacking intimacy, (d) feeling lonely and (e) being a burden to others.
Each of these was measured with a single item; the five items were shown by exploratory factor
analysis to form a single unidimensional scale. The ordinary correlations between the items �
almost certainy caused by the diversity of item content � accounts for the low proportion of
variance explained by the principal component factor analysis: if different social supports are
being tapped into (i.e. a person has one or two supports but not others), then there is no reason
the proportion of explained variance will be high.
An issue relevant to the construct validity of the FS is the distribution of scores. As shown in
Figure 1 these were substantially skewed, with 80% of cases falling within the first quartile of the
possible range (ie. scoring 0-5), 18% falling within the second quartile (6-10), 4% in the third
quartile (11-15), and just 2 cases in the fourth quartile (16-20). There are two ways of
interpreting this finding: one that the measure is insensitive and suffers a ceiling effect, the other
is that this distribution should be expected (most people are not socially isolated).
We assessed construct validity through examining the FS scores by the known demographic
correlates of social isolation, namely marital status, birthplace, English proficiency, employment
status, income and being in receipt of a social security benefit. Although comparison with these
variables does not confer construct validity in a strict sense, it is implied where FS scores varied
as expected. As shown in Table 4, the scores did systematically vary. An unexpected finding
was in relation to birthplace, where those of Asian origin reported the lowest level of social
isolation (or highest level of connectiveness, depending upon which way the FS is interpreted).
What was also interesting about the country of origin findings was the high level of social isolation
reported by those from countries with small representations in the sample, as discussed in the
text. It is possible this was due to the loss of social networks, whereas there is a sizable Asian
community in parts of the Whitehorse Division. The same phenomena was also observed in
regard to English proficiency; this is almost certainly a surrogate measure for other social factors
causing the isolation. In our dataset, of the five cases reporting they spoke English “not well”,
one was from Italy, two from Croatia/Yugoslavia, one from Hong Kong and one from Vietnam.
Finally, regarding criterion validity. No established isolation scale was employed in the study for
reasons of parsimony. Therefore FS scores were assessed against other measures (predictors
of the trait of interest) which may reflect social isolation scores: the frequency of GP visits, having
a self-reported significant illness, the general health question from the SF-36 and the SF-36
physical and mental health summary scales. As shown in Table 5 and Figures 3 & 4 the
relationships for the number of GP visits, illness, general health, mental health and physical
health were as expected (although with the SF-36 physical health summary scale the relationship
was much weaker than expected). When we examined the relationship between reporting a
significant illness and reporting general health status, the scores were consistent with each other;
those who reported a significant illness were more likely to report a poorer health status (c2 =
138.07, p < 0.01). The findings would suggest that those with poorer health were those who were
the most socially isolated. In addition, when broken down by FS scores there was a monotonic
relationship with predicted mean calculated number of GP visits per year6, as shown in Figure 5.
These data, showing that the socially isolated (FS score: 11+) have three times the number of
GP visits when compared with those who are fully socially connected (FS score: 0), are entirely
consistent with Ellaway et al’s report that the socially isolated have almost twice as many
consultations with their GP as those who are not socially isolated (Ellaway, Wood et al. 1999,
p365).
5
It would be unlikely that people, in general, in the Whitehorse Division of General Practice in Melbourne are socially
isolated. This is an middle/outer suburban area in Greater Melbourne where the socio-economic indicators for
participants are above the Australian average based on the Socio-Economic Indicators for Australia (mean for
respondents in the study = 1078, compared with the Australian mean of 1000).
6
The predicted number of GP visits per year was calculated from the frequency of GP visits given by respondents.
Where a respondent indicated he/she visited weekly, the assigned value was 52, for fortnightly it was 26 etc.
16
14 2.4
12
10 1.6
1.4
8 1.2
1.0 1.1
6
5
0 1-2 3-4 5-6 7-8 9-10 11+
Friendship Scale scores
Notes:
Statistics: ANOVA, F=6.54, p<0.01*
Values on columns are relative number of predicted GP visits where FS=0 is set at 1.00
In summary, the available validity evidence would suggest that the FS is a valid, reliable and
sensitive instrument. Although this is a tentative conclusion � due to the limitations of the
population (we have no knowledge if those attending the GP clinics represent the full range of
socially isolated cases), the sampling method (convenience in that our interviewers approached
those who were available), the actual sample (we have no method of knowing whether those who
chose to participate were a biased sample), and the lack of appropriate criterion instruments �
the available evidence would suggest that the Friendship Scale is sufficiently robust to be used
with confidence. Further research, however, is needed to verify the findings of this validation
study.
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� Occasionally � Occasionally
� Occasionally � Occasionally
� Occasionally
� Not at all
7
Hawthorne & Griffith (2000). Copyright � Centre for Health Program Evaluation. All rights reserved. This material, may
not be reproduced or applied without the prior approval of the authors.