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Loneliness, Depression and Health Statusof the Institutionalized Elderly in Korea and Japan Oksoo Kim1*, RN, PhD, Young-Soon Byeon2, RN, PhD, Jung-Hee Kim3, RN, PhD, Emiko Endo4, RN, Ph

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Loneliness, Depression and Health Status

of the Institutionalized Elderly in

Korea and Japan

Oksoo Kim1*, RN, PhD, Young-Soon Byeon2, RN, PhD, Jung-Hee Kim3, RN, PhD, Emiko Endo4, RN, PhD, Makoto Akahoshi5, RN, PhD, Hiromi Ogasawara6, RN, MS

1Professor, Division of Nursing Science, Ewha Womans University, Seoul, Korea

2Professor, Division of Nursing Science, Ewha Womans University, Seoul, Korea

3Full-time Lecturer, Department of Nursing, Woosuk University,

Wanju-gun, Korea

4Professor, Musashino University, School of Nursing, Tokyo, Japan

5Professor, Miyazaki Prefectural Nursing University, Miyazaki, Japan

6Associate Professor, Miyazaki Prefectural Nursing University, Miyazaki, Japan

Purpose The purpose of the study was to describe loneliness, depression, and health status in Korean and Japanese institutionalized elderly and explore differences between the countries Also this study deter-mined predictors of depression in each group

Methods Elderly subjects, aged 65–98 (n= 184), were recruited from private nursing homes in Korea and Japan Subjects were interviewed on health status, loneliness, and depression

Results Korean subjects had higher loneliness scores than Japanese More Korean elderly had depres-sive symptoms than Japanese elderly The mean GDS score of Korean elderly was 8.07 and that of Japan-ese elderly was 5.21 Korean elderly had less physical function, and perceived their general health to be poor Loneliness and perception of general health were significant predictors of depression in Korean and Japanese subjects

Conclusion It is necessary to assess the levels of loneliness and depression of institutionalized Korean

elderly and pursue an intervention to reduce these problems [Asian Nursing Research 2009;3(2):63–70]

Key Words aged, depression, health status, loneliness

*Correspondence to: Oksoo Kim, RN , P D , Professor, Division of Nursing Science, Ewha Womans University, 11-1 Daehyun-dong, Seodaemun-gu, 120750 Seoul, Korea.

E-mail: OHONG@ewha.ac.kr

INTRODUCTION

In recent times, Korea has become an increasingly

aging society The elderly aged 65 and over

consti-tuted about 9.7% of the Korean population in 2005

and numbers are expected to reach more than 24.1%

in 2030 (Korea National Statistical Office, 2005) In Japan, people over 65 years of age constituted 20.0%

of the population in 2005, with an anticipated 31.8% in 2030 (National Social Security, 2006)

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With the growing elderly population, an interest in

physical and psychosocial health of the elderly has

concomitantly increased

Depression in the elderly is a widespread

prob-lem that is often not diagnosed and frequently under

treated in Korea (Yang & Rim, 2006) The levels of

depression of institutionalized Korean elderly are

reported to be higher than those of community

resid-ing Korean elderly (Oh & Choi, 2005) Previous

findings suggest that depression can be associated

with an increased risk of incidence of dementia and

ideation of suicide in the elderly (Devanand et al.,

1996; Vannoy et al., 2007) Therefore, healthcare

providers need to recognize the factors associated

with depression in the institutionalized elderly so

they can be prevented

Loneliness and worsening health have been

shown to be risk factors for depressive symptoms

Cacioppo, Hughes, Waite, Hawkley, and Thisted

(2006) reported that higher levels of loneliness were

associated with more depressive symptoms in older

adults

In the process of aging, elderly people experience

decreasing physical function and worsened general

health (Crews & Zavotka, 2006; Martin, Bishop,

Poon, & Johnson, 2006) It has been found that when

considering psychosocial status such depression has

a relationship with health (Jeon, Kim, & Kim, 2005)

Residents in nursing homes have many physical and

psychosocial needs, as elderly people who move into

nursing homes experience a rapid change in their

psychophysical balance (Degenholtz, Kane, Kane,

Bershadsky, & Kling, 2005; Scocco, Rapattoni, &

Fantoni, 2006)

In Korea and Japan, the oldest son or daughter of

a family traditionally takes care of their elderly

par-ents Today, this tradition is not being practiced to

the same extent The nuclear family is now the norm

in Korea due to the rapid modernization of society

Many elderly people do not want to be a burden to

their adult children Therefore, the number of Korean

elderly who want to enter nursing homes may

in-crease in the future (Kim et al., 2005) The current

knowledge is predominantly based on information

from studies among community-dwelling elderly

Few studies have examined loneliness and depres-sion among nursing home clients

Both countries are the most rapidly aging soci-eties in Asia, and they share similar Confucian cul-tural traditions Japan became an aging society earlier than did Korea, and the perspective on institution-alization of the elderly is more positive in Japan Per-spectives on nursing home institutionalization may influence psychological status in elderly people The purpose of this study was to investigate the differences in loneliness, depression, and health sta-tus in institutionalized Korean and Japanese elderly

In addition, the predictors of depression were exam-ined in both groups

METHODS

Participants and procedures

This study used a convenience sample of 184 insti-tutionalized elderly Eighty-one participants were Korean and 103 were Japanese All were at least 65 years of age Participants were recruited from two pri-vate nursing homes in Seoul, Korea and eight pripri-vate nursing homes in Miyazaki, Japan Directors’ approval were obtained from the institutions Elderly people who could communicate with interviewers were in-cluded in this study The participants were assured

of anonymity and confidentiality All participants gave written consent to participate in the study All information was collected through face-to-face interviews using the questionnaires in Korean and Japanese by the investigators

Measures

Loneliness was measured by the Revised UCLA

Loneliness Scale (RULS; Russell, Peplau, & Cutrona, 1980) The RULS is a 20-item, 4-point scale ranging

from never (1) to often (4), with a total score of

20–80 The RULS includes 10 items that reflect satisfaction with social relationships and 10 that reflect dissatisfaction (Russell et al.) The scores of items that were positively worded were reversed before summing Reported Cronbach’s alpha was 94 (Russell et al.) In a validity test, loneliness scores

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were significantly correlated with scores on the

Beck Depression Inventory (r= 5.62) Construct

validity of the Korean version of the RULS was

established and the reported Cronbach’s alpha was

.93 (Kim, 1997) In this study, Cronbach’s alphas

were 91 and 86 in the Korean and Japanese

sam-ples, respectively

Depression of the subjects was assessed by the

Geriatric Depression Scale-15 The Geriatric

Depres-sion Scale-15 (GDS-15) is a short, 15-item

instru-ment specifically designed to assess depression in

geriatric populations Its items require a yes/no

re-sponse The Geriatric Depression Scale was first

introduced by Yesavage (1992), and the short form

(GDS-15) was developed by Sheik and Yesavage

(1986) A GDS score of 6 or higher, up to 15 is

indica-tive of “probable” depression Concurrent and

dis-criminant validity of the Korean version of the GDS

was established and the reported Cronbach’s alpha

was 90 (Bae & Cho, 2004) Sensitivity and

speci-ficity of the Japanese version of GDS were reported

(Schreiner, Hayakawa, Morimoto, & Kakuma, 2003)

The reported Cronbach’s alpha was 85 in the

Japanese GDS (Ide, 2000) In this study, Cronbach’s

alphas were 81 and 80 in the Korean and Japanese

sample, respectively

Physical functioning and general health perception

was measured to evaluate health status using SF-36

Version 1 (Stewart, Hays, & Ware, 1988) The 36-item

Medical Outcome Short Form Health Survey (SF-36)

questionnaire was designed as a generic indicator of

health status for the general population, which allows

it to be self-administered Physical Functioning is

as-sessed using a 10-item, 3-point scale and the

Gen-eral Health Perception is assessed using a 4-item,

5-point scale For each scale, item scores are summed

and transformed on a scale from 0 (worst possible

health status) to 100 (best possible health status)

Discriminant validity of the Korean and Japanese

versions of SF-36 was established and reported

Cronbach’s alphas were 93–.94 and 84–.86 in the

Korean and Japanese version, respectively (Fukuhara,

Bito, Green, Hsiao, & Kurokawa, 1998; Han, Lee,

Iwaya, Kataoka, & Kohzuki, 2004) Cronbach’s alphas

for Physical function were 93 and 92, and 66 and

.84 for General Health Perception in the Korean and Japanese samples, respectively

Statistical analysis

Statistical tests (two-tailed, p< 05) were carried out

using SPSS (Version 15.0) Chi-square test and t-test

were performed to show comparisons of Korean and Japanese elderly in demographic variables which in-cluded age, gender, education, marital status, the number of children and current illnesses ANCOVA was conducted to assess a difference between Korean and Japanese elderly in study variables (loneliness, depression and health status) Age, gender, educa-tion and current illness were controlled as covari-ates Simultaneous multiple regression analysis was used to test loneliness, physical function and general health perception had significant effects on depres-sion in each group

RESULTS

General characteristics

Table 1 shows a comparison between the background variables in Korean and Japanese elderly (age, gen-der, education, having a spouse, the number of chil-dren, and current illness) A significant difference was found between the average age of Korean

el-derly compared with that of the Japanese (t= –3.07,

p= 00) The majority (93.8%) of Korean older adults institutionalized in Korean nursing homes were female, while 74.8% were female in Japanese nursing homes Concerning educational level, the majority of the Korean elderly (90.0%) graduated from elementary school or lower, while the Japanese elderly who graduated from high school or higher constituted the greatest percentage in this variable More Korean subjects reported having current ill-ness (96.3%; χ 2= 6.85, p = 01) compared with

Japanese (84.5%) No significant group differences were found for having a spouse and children

Level of loneliness, depression, and health status

There was a significant difference in the level of lone-liness between Korean and Japanese participants

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(Table 2) Korean subjects had higher loneliness

scores than Japanese (t = 24.53, p = 00).

In terms of loneliness, moderate loneliness was

the most prevalent in the loneliness group of

Korean elderly, while low loneliness was most

com-mon acom-mong the Japanese elderly

In depression, the mean GDS score of Korean

el-derly was 8.07, while that of Japanese elel-derly was

5.21 However, there was no significant mean

differ-ence in the level of depression between the Korean

and Japanese (t = 2.25, p = 14) Notably, 66.7% of

the Korean elderly scored ≥ 6 on the GDS, which

in-dicates the need for further evaluation This

preva-lence of depressive symptoms was higher than the

rate of 41.7% among the Japanese elderly (χ 2= 10.80,

p= 00) Fifty eight percent of the Japanese elderly

were in the not depressed group

The Korean elderly had less physical function

(t = 6.66, p = 01) and poor general health

percep-tion (t = 5.69, p = 02).

Multiple regression analysis

Simultaneous multiple regression analysis was used

to test which variables had significant effect on depres-sion in each group In these models, loneliness, phys-ical functioning, and general health perception were entered as independent variables Table 3 shows that loneliness and general health perception were significant predictors of depression for the Korean and Japanese subjects Regression analysis indicated that 55% of the variance in depression scores was explained by these variables in the Korean elderly

DISCUSSION

The purpose of this study was to identify the pre-dictors of depression in Korean and Japanese elderly subjects dwelling in nursing homes by comparing each group’s depression, loneliness, physical function, and health perception

Table 1

Differences in Background Characteristics in the Korean and Japanese Groups

Korean (n= 81) Japanese (n= 103)

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In this study, the level of loneliness in the Korean

elderly was higher than that of the Japanese elderly

Furthermore, the level of loneliness that Korean

institutionalized elderly experienced was higher

than that of the Korean community-dwelling

el-derly (Kim, 2006) This may be because Korean

insti-tutionalized elderly do not have as many friendly

relationships, compared with community-dwelling

elderly, due to limitations in their social activities

(Sung, 2006) One reason why the level of

loneli-ness of the Korean elderly is higher than that of the

Japanese is that Koreans view nursing homes very

negatively However, in Japan many view living in

nursing homes as positive and may be seen as better

than living in their own homes (Tsugaruya, 2004)

When classifying the level of depression, 66.7%

of Korean elderly and 41.7% of Japanese elderly were depressed in this study Jones, Marcantonio, and Rabinowitz (2003) reported that 20.3% of United States elderly dwelling in nursing homes were depressed, and Sherina, Rampal, Hanim, and Thong (2006) reported that 54% of the institution-alized elderly in Malaysia were depressed Mean-while, the level of depression of the Korean elderly

is higher than that observed in the United States and Malaysia In general, Koreans tend to consider living in nursing homes very negatively A study by Kim et al (2005) revealed that 62% of adult chil-dren did not intend to send their elderly parents to nursing homes The reason given was that they

Table 2

Differences in Loneliness, Depression, Physical Function and General Health Perception in the Korean and

Japanese Groups Korean (n= 81) Japanese (n= 103)

Note Because the comparison of loneliness group was performed by Fisher’s exact test, χ 2 was not presented.

Table 3

Multiple Regressions Predicting Depression in the Korean and Japanese Groups

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believed that adult children should support their

elderly parents

The Korean elderly were found to have worse

physical function and health status than the Japanese

elderly This corresponds to the results of a study

that compared Korean community-dwelling elderly

with Japanese community-dwelling elderly (Choi,

Chae, Kim, & Jeon, 2006) This study found that

the perceived health status of Korean elderly was

lower than Japanese elderly In Korea, when the

el-derly are healthy or economically stable, they tend

not to dwell in nursing homes (Choi, 2002)

Depression was influenced by loneliness and

general health status in Korean and Japanese elderly

This corresponds to the study results of Cacioppo

et al., (2006) and Tiikkainen and Heillinen (2005)

These studies examined United States middle-aged

and elderly populations and reported that as the level

of loneliness increased, both populations became

more depressed In a study by Rauch, Morales,

Zubritsky, Knott and Oslin (2006) that targeted the

Japanese elderly, it was revealed that the elderly

who perceived themselves not to be in good health

were more depressed According to the results of a

study by Lee and Kim (2005) concerning Korean

low-income elderly, health status affected

depres-sion levels The results of these two studies

men-tioned above indicate that poor health affects

depression levels

Aging has occurred in Japanese society earlier

than in Korean society Overall, the view regarding

institutionalized elderly is more open and positive

in the Japanese society Hence, perceptions

concern-ing institutionalized elderly are more positive in

Japan In Korea, when adult children cannot look

after their elderly parents in their homes or when

the elderly do not have enough money to support

themselves, nursing homes are frequently used

Accordingly, Koreans are not likely to encourage their

elderly parents to dwell in nursing homes because

of Korean traditional filial piety However, it is likely

that the number of elderly dwelling in institutions

such as nursing homes will increase because the

number of elderly people in Korea is rapidly

increas-ing Therefore, it is necessary to assess the levels of

loneliness and depression of institutionalized elderly and pursue an intervention to reduce these problems

In this study, the institutionalized duration was not considered as a factor affecting loneliness, depres-sion, and health status In future studies, institution-alized duration may be considered as an influencing factor

In conclusion, elderly Koreans experience more loneliness than elderly Japanese More Korean eld-erly had depressive symptoms than their Japanese counterparts Additionally, physical function and health perception of elderly Koreans was found to

be lower than the elderly Japanese in this study To mediate depression in the elderly, health care providers need to assess the level of loneliness as a possible predictor of depression in the institutional-ized elderly

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