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Validated or standardized self-report questionnaires used in research studies and clinical evaluation of chronic fatigue syndrome (CFS) generally focus on the assessment of fatigue. There are relatively few published questionnaires that evaluate case defining and other accompanying symptoms in CFS. This paper introduces the self-report CDC CFS Symptom Inventory and analyzes its psychometric properties.
One hundred sixty-four subjects (with CFS, other fatiguing illnesses and non fatigued controls) identified from the general population of Wichita, Kansas were enrolled. Evaluation included a physical examination, a standardized psychiatric interview, three previously validated self-report questionnaires measuring fatigue and illness impact (Medical Outcomes Survey Short-Form-36 [MOS SF-36], Multidimensional Fatigue Inventory [MFI], Chalder Fatigue Scale), and the CDC CFS Symptom Inventory. Based on theoretical assumptions and statistical analyses, we developed several different Symptom Inventory scores and evaluated them on their ability to differentiate between participants with CFS and non-fatigued controls.
The Symptom Inventory had good internal consistency and excellent convergent validity. A Total score (all symptoms), Case Definition score (CFS case defining symptoms) and Short Form score (6 symptoms with minimal correlation) differentiated CFS cases from controls. Furthermore, both the Case Definition and Short Form scores distinguished people with CFS from fatigued subjects who did not meet criteria for CFS.
The Symptom Inventory appears to be a reliable and valid instrument to assess symptoms that accompany CFS. It is a positive addition to existing instruments measuring fatigue because it allows other dimensions of the illness to be assessed. Further research is needed to confirm and replicate the current findings in a normative population.
Chronic fatigue syndrome (CFS) is an incapacitating illness defined by disabling chronic fatigue and characteristic accompanying symptoms [
This study adhered to human experimentation guidelines of the U.S. Department of Health and Human Services and the Helsinki Declaration. The CDC Human Subjects committee approved study protocols. All participants were volunteers who gave informed consent.
This study enrolled subjects who had previously participated in the 1997 through 2000 Wichita CFS Surveillance Study [
People who agreed to participate were admitted to a Wichita hospital research unit for 2-days. Upon arrival, they provided a standardized past medical history, a review of current medications; they then underwent a brief standardized physical examination and standardized psychiatric evaluation of Axis I disorders (DIS) [
The Medical Outcomes Survey Short-Form (SF-36) [
The Multidimensional Fatigue Inventory (MFI) [
The Chalder Fatigue Scale (Chalder) [
The Symptom Inventory collects information about the presence, frequency, and intensity of 19 fatigue and illness-related symptoms during the month preceding the interview; these include all 8 CFS-defining symptoms (post-exertional fatigue, unrefreshing sleep, problems remembering or concentrating, muscle aches and pains, joint pain, sore throat, tender lymph nodes and swollen glands, and headaches). It also catalogues diarrhea, fever, chills, sleeping problems, nausea, stomach or abdominal pain, sinus or nasal problems, shortness of breath, sensitivity to light, and depression. Perceived frequency of each symptom was rated on a four-point scale (1 = a little of the time, 2 = some of the time, 3 = most of time, 4 = all of the time), and severity or intensity of symptoms was measured on a three-point scale (1 = mild, 2 = moderate, 3 = severe).
To summarize the degree of distress associated with each symptom, individual symptom scores were calculated by multiplying the frequency score by the intensity score. We transformed the intensity scores into equidistant scores before multiplication (i.e., 0 = symptom not reported 1 = mild, 2.5 = moderate, 4 = severe) resulting in range 0–16 for each symptom. We calculated a Total score for each person by summing the 19 individual symptom scores (possible range from 0 to 304). We also defined a Case Definition score as the sum of the 8 individual CFS case-definition symptom scores and an Other Symptoms score by considering only the 11 non-CFS symptoms.
We also explored the possibility of deriving a shorter version of the Symptom Inventory that would be a reliable and economic screening instrument. We created a Short Form of the Symptom Inventory by consecutively eliminating those symptoms whose scores had a corrected item-total score correlation < 0.60. The Short Form retained 6 symptoms: unusual fatigue after exertion, unrefreshing sleep, muscle aches, sleeping problems, problems with memory, and problems with concentration.
To evaluate the internal consistency of the MFI and the Symptom inventory, we performed reliability analyses based on the model of averaging the inter-item correlation. Pearson's correlation coefficients between the CDC Symptom Inventory, MFI, Chalder Fatigue Scale and SF-36 were determined to evaluate convergent validity. We assessed construct validity by using one-way analyses of variance and Bonferroni post-hoc group comparisons to compare the CDC Symptom Inventory scores across the fatigue groups. We compared the Short and Total Forms with respect to psychometric properties (i.e., internal consistency and validity). The practicability of both scores was compared with three more intuitive scores derived from the Symptom Inventory; sum of all 19 individual frequency scores (Frequency Score), sum of all 19 individual intensity scores (Intensity Score), and the number of reported symptoms.
Two hundred twenty-seven people participated in the 2-day clinical evaluation and participation rates (64 to 78%) were similar among the categories (p = .26). Five of the 227 were excluded because of incomplete psychiatric interviews, 29 because of exclusionary medical conditions, 3 because of psychiatric conditions, and 26 because of current major depression disorder with melancholic features, resulting in 164 subjects for analysis. Twenty-four subjects with prior fatigue (7 CFS and 17 ISF) were classified as in remission. There were no differences in age, body mass index, or sex between the classification groups (Table
Characteristics by subject classification (N = 164). BMI is body mass index, CFS includes subjects with chronic fatigue syndrome, ISF includes those with unexplained chronic fatigue not meeting criteria for CFS, and NF are never fatigued controls
| CFS | 52 | 44 (84.6%) | 49.9 ± 7.9 | 28.4 ± 5.1 |
| ISF | 40 | 29 (72.5%) | 49.7 ± 9.3 | 28.7 ± 4.7 |
| Remission | 24 | 17 (70.8%) | 51.2 ± 9.1 | 28.8 ± 5.1 |
| Never Fatigued | 48 | 41 (85.4%) | 50.3 ± 8.5 | 28.9 ± 5.1 |
Reliability analyses revealed good internal consistency for the reduced motivation subscale of the MFI and excellent internal consistency for the other four subscales. Cronbach's alpha coefficients were 0.89 for general fatigue, 0.82 for physical fatigue, 0.90 for reduced activity, 0.77 for reduced motivation, and 0.92 for mental fatigue. These findings are similar to those of Smets and colleagues [
The Symptom Inventory Total score also reflected excellent internal consistency, with a Cronbach's alpha coefficient of 0.88: Cronbach's alpha was 0.87 for the Symptom Inventory Short-Form. Table
Corrected item to total correlations for the Symptom Inventory Total Score and the Symptom Inventory Short-Form Score
| Sore throat | .43 | |
| Tender nodes | .48 | |
| Diarrhea | .37 | |
| Unusual fatigue after exertion | .69 | .64 |
| Muscle aches | .70 | .64 |
| Joint pain | .54 | |
| Feverishness | .28 | |
| Chills | .52 | |
| Unrefreshing sleep | .77 | .79 |
| Sleeping problems | .65 | .70 |
| Headaches | .43 | |
| Memory problems | .62 | .66 |
| Concentration | .59 | .67 |
| Nausea | .40 | |
| Stomach pain | .32 | |
| Sinus problems | .51 | |
| Shortness of breath | .41 | |
| Sensitivity to light | .41 | |
| Depression | .52 | |
Descriptive data of the CDC Symptom Inventory Scores
| Total | 36.22 | 33.87 | 0 | 153.50 |
| Short-form | 19.51 | 20.01 | 0 | 96 |
| CDC Case definition | 21.21 | 21.54 | 0 | 102 |
| Other symptoms | 15.02 | 14.11 | 0 | 62 |
The Total, Case Definition and Short Form scores all had good convergent validity as determined by correlations with the MFI, Chalder Fatigue Scale, and SF-36 subscales (Table
Pearson's correlation matrix of CDC Symptom Inventory scores and MFI, Chalder Fatigue Scale, and SF-36 subscales (N = 164)
| General fatigue | .64 | < .001 | .67 | < .001 | .63 | < .001 |
| Physical fatigue | .60 | < .001 | .62 | < .001 | .62 | < .001 |
| Reduced activity | .60 | < .001 | .62 | < .001 | .57 | < .001 |
| Reduced motivation | .53 | < .001 | .53 | < .001 | .50 | < .001 |
| Mental fatigue | .54 | < .001 | .56 | < .001 | .54 | < .001 |
| .74 | < .001 | .76 | < .001 | .75 | < .001 | |
| Physical functioning | -.58 | < .001 | -.56 | < .001 | -.60 | < .001 |
| Role-physical | -.64 | < .001 | -.56 | < .001 | -.62 | < .001 |
| Bodily pain | -.67 | < .001 | -.56 | < .001 | -.68 | < .001 |
| General health | -.59 | < .001 | -.59 | < .001 | -.60 | < .001 |
| Vitality | -.68 | < .001 | -.69 | < .001 | -.67 | < .001 |
| Social functioning | -.66 | < .001 | -.62 | < .001 | -.63 | < .001 |
| Role-emotional | -.39 | < .001 | -.40 | < .001 | -.37 | < .001 |
| Mental health | -.46 | < .001 | -.48 | < .001 | -. 41 | < .001 |
| Total | .94 | < .001 | .97 | < .001 | ||
| Short-form | .94 | < .001 | .95 | < .001 | ||
The extent to which Symptom Inventory scores discriminate between subgroups classified as to fatigue status (e.g., CFS versus not fatigued or CFS versus ISF, CFS versus remission) is one measure of the Inventory's practicability for assessing fatiguing illnesses. All Bonferroni post-hoc comparisons between never fatigued controls and those classified as CFS or ISF showed significant mean differences related to Symptom Inventory scores (Figures
This study showed that the CDC CFS Symptom Inventory is a reliable and valid instrument for assessing symptoms associated with CFS. Many studies conducted in tertiary care settings have used ad hoc (non-validated) questionnaires to assess the frequency or intensity of CFS-defining symptoms. In addition to lack of validation, one unanswered question from such studies concerns what is worse – a severe symptom that occurs sporadically or a clinically minimal symptom occurring every day. The Symptom Inventory obviates this problem because it is scored as a product-term of intensity and frequency and better represents the variance of each symptom.
Both the Total and the Case Definition scores effectively assessed initial study classification as CFS, ISF, and never fatigued. They also showed excellent psychometric properties, including good internal consistency and validity. One might question the possibility of circular logic – defining an illness by its symptoms then assessing psychometric properties of a scale that measures the same symptoms. Unfortunately, as yet, CFS has no confirmatory physical signs or characteristic laboratory abnormalities [
As noted above, there is no objective test to unequivocally diagnose CFS so it is premature to evaluate sensitivity or specificity of the various Symptom Inventory scores. Rather, our objective was to evaluate the Inventory's psychometric properties as baseline for its use in future studies. Studies of the clinical characteristics of CFS and other unexplained fatiguing illnesses should utilize the Symptom Inventory in conjunction with other instruments that assess different dimensions and consequences of fatigue (e.g., the MFI, SF-36) [
The Symptom Inventory includes 10 symptoms that are not used to define CFS. Although not considered in the case definition, these symptoms are commonly reported by chronically ill people and have proven useful for stratification during analysis of descriptive and case control studies. In addition, the
At least one important limitation must be considered. Although study subjects were recruited from the community and do not reflect the strong biases inherent of clinic patient populations, they did not represent the general population; rather they comprised a sample of people with and without unexplained fatiguing illnesses. Thus, the excellent psychometric properties of the Symptom Inventory cannot be generalized to the general population. To further validate and evaluate the Symptom Inventory, additional testing in a larger population-based sample not stratified by fatigue is required. There is also a need to determine the test-retest-reliability and stability of the Symptom Inventory. The present study provides preliminary results to encourage researchers to administer the Symptom Inventory along with other standardized questionnaires measuring fatigue and functional impairment in studies of CFS and other fatiguing illnesses.
The author(s) declare that they have no competing interests.
DW conceived of the scale to summarize symptom impact, had primary responsibility for statistical analysis and wrote the manuscript; RN collaborated in study design, in data analysis and writing the manuscript; CH was instrumental in the conception and design of the study, participated in fieldwork, collaborated in analysis and interpretation of the data, and writing the manuscript; JFJ collaborated in the clinical study and in preparation of the manuscript; ERU was instrumental in the conception and design of the study, collaborated in interpretation of the data, and writing the manuscript; WCR conceived of the study, served as principal investigator throughout its execution and collaborated in writing the manuscript.