Instruments for Assessing Loneliness in Older People in Portugal: A Scoping Review
Portuguese Journal
of Public Health
Review Article
Received: September 17, 2022
Accepted: January 2, 2023
Published online: April 28, 2023
Port J Public Health 2023;41:45–64
DOI: 10.1159/000529147
Instruments for Assessing Loneliness in
Older People in Portugal: A Scoping
Review
a
Department of Education and Psychology, University of Aveiro, Aveiro, Portugal; bCINTESIS@RISE, Porto,
Portugal; cSchool of Health Sciences, University of Aveiro, Aveiro, Portugal
Keywords
Aging · Assessment · Measures · Lonely · Portuguese
population
the Portuguese older adults population, namely de Jong
Gierveld and UCLA-R (most used internationally), as well
as the ALONE scale (new and brief).
© 2023 The Author(s). Published by S. Karger AG, Basel
on behalf of NOVA National School of Public Health
Abstract
Background: Loneliness is a public health problem that
affects many older adults. The subjective nature of
loneliness challenges its assessment. Thus, assessing
loneliness with valid and reliable instruments is crucial to
characterizing the phenomenon and planning adequate
interventions. Summary: This study mapped the instruments validated for the Portuguese older population
that assess loneliness. A scoping review was performed.
The search for studies was carried out in SciELO, PsycInfo,
Scopus, MEDLINE, MedicLatina, Nursing & Allied Health
Collection: Comprehensive, CINAHL, and Open Access
Scientific Repositories of Portugal. The findings showed
three instruments validated for the Portuguese older
population: ULS-16, ULS-6, and SELSA-S. Key Messages:
Future testing of those instruments is required to update
and accumulate psychometric evidence. In addition, it is
important to translate and validate other instruments to
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© 2023 The Author(s). Published by S. Karger AG, Basel
on behalf of NOVA National School of Public Health
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Instrumentos de avaliação da solidão em adultos mais
velhos em Portugal: uma scoping review
Palavras Chave
Envelhecimento · Avaliação · Escalas · Solitário · População
Portuguesa
Resumo
Contexto: A solidão é um problema de saúde pública que
afeta muitos adultos mais velhos. A natureza subjetiva da
solidão desafia a sua avaliação. Avaliar a solidão com
instrumentos válidos e confiáveis é fundamental para
caracterizar o fenómeno e planear intervenções adequadas. Resumo: Este estudo mapeou os instrumentos
validados para os adultos portugueses mais velhos que
avaliam a solidão. Foi realizada uma scoping review. A
Correspondence to:
Rita Silva Carvalho, rita.carvalho @ ua.pt
Rita Carvalho a Liliana Sousa a, b João Tavares b, c
pesquisa foi realizada no SciELO, PsycInfo, Scopus,
MEDLINE, MedicLatina, Nursing & Allied Health Collection: Comprehensive, CINAHL e RCAAP. Os resultados
mostram três instrumentos validados para a população
idosa portuguesa: ULS-16, ULS-6 e SELSA-S. Mensagenschave: São necessários testes futuros desses instrumentos
para atualizar e acumular evidências psicométricas. Adicionalmente, é importante traduzir e validar outros
instrumentos para a população idosa portuguesa, nomeadamente as escalas de Jong Gierveld e a UCLA-R (mais
utilizadas internacionalmente), bem como a escala ALONE
(nova e sucinta).
© 2023 The Author(s). Published by S. Karger AG, Basel
on behalf of NOVA National School of Public Health
The ageing of the population is a relevant issue for
societies, demanding better strategies to guarantee the
quality of life. Loneliness among older people is widespread [1], requiring prevention and intervention measures [2]. Loneliness has been widely studied, yielding
several definitions. Overall, there are three points of
agreement in the conceptualization. First, loneliness
corresponds to the perception of a discrepancy between a
person’s desired and actual networks of relationships;
thus, it is not having few social contacts but perceiving
that the relationships are not satisfying. Second, loneliness is a subjective experience; therefore, people can be
alone without being lonely or might be lonely in a crowd.
Third, loneliness is an unpleasant and distressing experience [3, 4].
Loneliness in older adults has been a major public
health issue since before the COVID-19 pandemic, due to
its negative impact on mental and physical health, and
well-being [5, 6]. The prevalence of loneliness in older
adults (≥60 years), assessed in 30 European countries,
between 2000 and 2019 (before the COVID-19 pandemic), showed a high prevalence of loneliness among
older adults in southern European countries (ranging
from 15.7% to 18.7%); for Portugal, the prevalence based
on single item was 14.9 (12.3–17.7) [7]. The COVID-19
pandemic has impacted the population worldwide, particularly due to social distancing measures, lockdowns,
and quarantine. Older adults were especially impacted
since they are more vulnerable to the virus due to
comorbidities [8, 9]. Therefore, loneliness levels have
increased since the start of the pandemic [10, 11]. In the
46
Port J Public Health 2023;41:45–64
DOI: 10.1159/000529147
Carvalho/Sousa/Tavares
Introduction
first few months, 25% of EU citizens reported feeling
lonely more than half of the time, while in 2016, it
was 12% [3].
Assessing loneliness with validated instruments is
crucial for its surveillance, prevention, characterization,
and intervention at individual and community levels [12].
Two main methods have been used to assess loneliness:
(i) validated loneliness scales, which measure the intensity
of loneliness rather than its frequency, and (ii) self-rating
scales, where respondents report the frequency of loneliness through a single-item question. Regarding the
validated scales of loneliness, some are unidimensional
(measure how lonely a person feels), while others are
multidimensional (measure how lonely a person feels and
what kind of loneliness they are experiencing). Some of
the best-known scales worldwide are the UCLA loneliness
scale [13] and the different revisions of this scale (ULS4 [14], ULS-8 [15], ULS-6 [16], RULS-8 [17], and ULS-3
[18]); the social and emotional loneliness scale for adults
(SELSA) [19] and the de Jong Gierveld scale [20]. Regarding self-rating scales, the Campaign to End Loneliness [21] suggests three single-item questions: (i) Are you
lonely? (ii) How often do you feel lonely? and (iii) During
the past week, have you felt lonely? Some research has
suggested that single items are more appropriate for an
older age group experiencing cognitive decline or communication difficulties [21].
Overall, as people age, they become more vulnerable to
loneliness, mostly because opportunities to socially interact and form relationships tend to diminish [22, 23].
Some factors contribute to that decrease: (1) the retirement process, whi (...truncated)