key: cord-0926176-q7fywmfh authors: Boivin, Jacky; Takefman, Janet; Braverman, Andrea title: The Fertility Quality of Life (FertiQoL) tool: development and general psychometric properties date: 2011-04-01 journal: Fertil Steril DOI: 10.1016/j.fertnstert.2011.02.046 sha: 124a6051e6439a51367d454049e0d88e51fd5767 doc_id: 926176 cord_uid: q7fywmfh OBJECTIVE: To develop the first international instrument to measure fertility quality of life, FertiQoL, in men and women experiencing fertility problems, to evaluate the preliminary psychometric properties of this new tool and to translate FertiQoL into multiple languages. DESIGN: Survey. SETTING: Online and fertility clinics in USA, Australia/New Zealand, Canada, and United Kingdom. PARTICIPANTS: A total of 1,414 people with fertility problems. INTERVENTION(S): None. MAIN OUTCOME MEASURE(S): FertiQoL. RESULT(S): FertiQoL consists of 36 items that assess core (24 items) and treatment-related (10 items) quality of life as well as overall life and physical health (2 items). Cronbach reliability statistics for the Core and Treatment FertiQoL (and subscales) were satisfactory, in the range of 0.72 and 0.92. Sensitivity analyses showed that FertiQoL detected expected relations between quality of life and gender, parity, and support seeking. FertiQoL was translated into 20 languages by the same translation team, with each translation verified by local bilingual fertility experts. CONCLUSION(S): FertiQoL is a reliable measure of the impact of fertility problems and its treatment on quality of life. Future research should establish its use in cross-cultural research and clinical work. ''Quality of life'' (QoL) was defined by the World Health Organization (WHO) as ''individuals' perceptions of their position in life in the context of the culture and value systems in which they live and in relation to their goals, expectations, standards, and concerns'' (1) . The WHOQoL measure of quality of life broadly according to 29 facets (e.g., self-esteem, mobility, safety). QoL measurement is important to identify aspects of fertility problems associated with poor QoL and advance research in health service evaluation, patient satisfaction, and policy making through the use of a standard measurement tool (2) . Psychosocial studies convincingly demonstrate a high incidence of negative reactions to infertility and its treatment (3) which affect overall life satisfaction and well-being (4), success of treatment (5) , willingness to continue with treatment (6), treatment evaluation (7), and the long-term satisfaction people can hope to achieve if treatment is unsuccessful and they remain childless (8) . Therefore, the need to measure and take into account QoL in infertility is imperative, and tackling this measurement hurdle could lead to improved patient outcomes. The 14 existing self-report measures of infertility-specific distress, treatment reactions, and QoL presented in Supplemental Table 1 (available online at www.fertstert.org) do not fulfill the need for a fertility-specific QoL assessment tool. The Fertility Problem Inventory (FPI) is the most frequently used distress measure (9) . However, the items were developed without consultation with people experiencing fertility problems, and the validation sample comprised primarily caucasian patients from a homogeneous socioeconomic category using assisted reproductive techniques (ART). Furthermore, the FPI assesses level of strain rather than the broader construct of QoL and does not separate effects due to infertility treatment from those due to childlessness, which is important given the emotional challenges of each. These issues apply to most measures listed in Supplemental Table 1 . The most frequently used QoL measure was developed for women suffering from polycystic ovarian syndrome (PCOSQ) (10) . Several studies have examined its psychometric properties (11) and used it to investigate moderators of QoL (e.g., obesity) and cross-cultural effects. Results confirm its reliability and the importance of cultural background as a moderator of QoL (12, 13) . However, this and other fertility QoL measures were designed for specific subpopulations (e.g., endometriosis, male factor) and therefore cannot be used as generic measures for all people with fertility problems. In summary, the need for a fertility QoL measure has not been fully met. Given the importance of addressing this need, the European Society of Human Reproduction and Embryology (ESHRE) and the American Society of Reproductive Medicine (ASRM) joined forces with Merck-Serono, Geneva,Switzerland (an affiliate of Merck, Darmstadt, Germany) to create FertiQoL (2002) (2003) (2004) (2005) (2006) (2007) (2008) (2009) ). The overall aim of the FertiQoL project was to develop an international instrument to measure quality of life in men and women experiencing fertility problems. Secondary aims were to evaluate the psychometric properties of the tool and to translate FertiQoL in multiple languages. The development phase was carried out according to the protocol used for the development of the WHO QoL measure (14) and is briefly described in the present article. However, the main focus of this report is on the psychometric evaluation. Men and women experiencing fertility difficulties with and without medical experience were sampled from one fertility clinic each in Australia, Canada, New Zealand, and the United Kingdom and two clinics in the United States. Patient advocacy websites in these countries (i.e., Access, American Fertility Association, Resolve, Infertility Awareness Association of Canada, International Consumer Support for Infertility, Infertility Network UK) hosted the online survey. The clinical sample consisted of 291 women and 75 men, and the online sample consisted of 1,014 women and 34 men. The Ethics Committee of the School of Psychology, Cardiff University, approved the online study, and the Internal Review Board of each clinic approved the clinical studies. The Background Information Form covered sociodemographic status (e.g., age, education), medical history (e.g., current illness), and fertility-related characteristics (e.g., duration of infertility). FertiQoL prototype The FertiQol items were designed to translate abstract concepts (e.g., commitment, sense of belonging) into quantitative items that collectively could indicate the impact of fertility problems on QoL. Full details of item generation for the prototype are described in the Supplemental Methods (available on line at www.fertstert.org) and briefly presented here. As shown in Table 1 , item-generation involved four stages: generating potential items; eliminating redundant, irrelevant and outlier items; validation among people with fertility problems; and cross-cultural survey of acceptability and feasibility. A comprehensive literature review and consultation with psychosocial infertility experts generated an initial pool of 302 items on consequences of fertility problems on QoL in 14 areas (e.g., marriage/ partnership, social network, emotions, cognitions, coping, treatment, physical health). The authors classified the 302 items into three levels of increasing concept specificity-dimensions (e.g., interpersonal), domains (e.g., partner relationship) and facets (e.g., intimacy)-to form groups of items tapping into related aspects of QoL. Classification and subsequent focus groups reduced this pool to 102 items, which were submitted to the acceptability and feasibility study ( Table 1 ). The prototype evaluated in the present study included these 102 core items and 27 optional treatment items identified through the feasibility and acceptability phase. FertiQoL was produced in English and translated into 20 languages: Arabic, Chinese, Croatian, Danish, Dutch, English, Finnish, French, German, Greek, Hindi, Italian, Portuguese, Romanian, Russian, Serbian, Spanish, Swedish, Turkish, and Vietnamese (available online at www.fertiqol.org). At the time of writing, Korean and Hungarian versions were in progress. Cardiff University professional translators carried out the first translation, and two local fertility experts reviewed it to ensure it was appropriate to local customs and fertility references. Cross-cultural data will be presented in a separate paper. Procedure The items in the prototype FertiQoL survey were randomly presented and rated on a scale of 0 to 4, where higher scores indicated more favorable QoL. The online survey (prototype FertiQoL and Background Information Form) was designed using SurveyTracker software (Training Technologies, 2008), and the paper version for clinic distribution was designed using InDesign. Webmasters were provided with a hyperlink to the survey. In clinics, FertiQoL coordinators at each site distributed the study pack to consecutive patients, who returned completed surveys anonymously in a marked collection box in the patient waiting room. Statistical analysis Data were screened, and duplicate internet protocol (IP) addresses were eliminated unless of different gender and response pattern. Descriptive statistics and correlations were used to identify the best items for each a priori domain of QoL (e.g., emotional, mind/body, relational, social). This a priori work was done to ensure that conceptually similar groups of items were entered into the factor analysis. Factor analyses (orthogonal rotation) were computed (clinic, online) to ascertain relations among these items. Items with factor loadings <0.30 and eigenvalues <1 were eliminated. The FertiQoL total and subscale scores were computed and transformed to scaled scores and summary statistics (e.g., reliability coefficient, mean, SD) produced. Scaled scores were computed to achieve a range of 0 to 100, making comparisons between scales easier. For scaling, items were reverse scored where necessary and all items then summed and multiplied by 25/k, where k was the number of items in the desired subscale or total scale. Higher scores mean better QoL. For the sake of brevity, only final analyses are shown here. These analyses generated the final FertiQoL, which comprised 24 core items, plus 10 optional treatment items. The final Ferti-QoL in all languages and with scoring instructions is available online at www.fertiqol.org. Table 2 shows background characteristics, and these show that the clinical group were older and included more men, single women, same-sex couples, and people with a university education, but fewer American and UK residents and people living in rural/suburban areas compared with the online sample. The clinical sample was more likely to have at least one child and a shorter duration of infertility, but less likely to have other health problems. Descriptive and inferential statistics were used to screen for problematic items. Items were deleted for several reasons (i.e., highly skewed distribution, high intercorrelations (>0.80 among item set, poor scale coherence, interpretive issues). Other items were deleted because they measured broad constructs (e.g., self-esteem) that could be better captured by measures designed for that purpose and that, if retained, would confound associations with those measures in future research. The final FertiQoL item set submitted for exploratory factor analysis comprised 24 items from the core set of items and 10 items from the optional treatment module. The 24 core items were conceptualized as reflecting QoL in the emotional, mind-body (i.e., cognitive and physical), relational, and social domains. The 10 optional treatment items were conceptualized as indexing treatment environment and treatment tolerability. An additional two items measuring satisfaction with QoL and physical health were retained for the FertiQoL measure to indicate general physical and QoL satisfaction, but they were not included in the factor analysis. Kaiser-Meyer-Olkin measures of sampling adequacy were >0.80, demonstrating sufficient intercorrelation among items to perform factor analyses. Table 3 presents factor loadings for the online and (in parentheses) clinical samples for the Core FertiQoL and optional Treatment module. The first factor explaining item variance in the Core FertiQoL was the Emotional subscale, explaining 31.8% (online) and 37.8% (clinic) of the item variability. Other factors (Mind/ Body, Relational, Social) explained %10% of the item variance, but all eigenvalues were >1. Loadings showed that items conceptualized to tap into the same concepts all had high factor loadings (>0.30) on their designated factor. Cross-loadings were observed for items of the Mind/Body (i.e., concentration, life on hold) and Steps in FertiQoL item generation, selection, and reduction carried out before this psychometric evaluation. The relationship between Treatment subscales and six treatment persistence items (e.g., likelihood of trying further treatment, couple agreeing to persist, thinking of ending treatment) was also examined. Greater intention to persist with treatment was significantly associated with better Treatment FertiQoL (r(1,026) ¼ 0.172; P<.001), especially in the clinical sample (r(206) ¼ 0.289; P<.001). It is currently accepted that to effectively measure the impact of disease, one needs a disease-specific instrument (1). FertiQol is a reliable and sensitive measurement tool for QoL in individuals with fertility problems. More than 2,000 people with fertility problems contributed to the creation of FertiQoL, and it was developed by using an integrated mixed-methods approach that included literature reviews, international expert consultations, patient focus groups, a cross-cultural feasibility and acceptability survey, and a psychometric survey evaluation. FertiQoL comprises a Core module evaluating the impact of fertility problems on emotional, mind-body, relational, and social domains, and an optional treatment module evaluating treatment environment and tolerability. Subscales and total scales show mainly high reliability and sensitivity of FertiQoL to well established moderators of QoL. FertiQoL is available in 20 languages with more translations in progress. This project was fully realized as a result of collaboration among ESHRE, ASRM, and Merck, Geneva, Switzerland (an affiliate of Merck, Darmstadt, Germany). It is expected that FertiQoL will significantly contribute to future research and clinical endeavors aimed at investigating and ultimately improving quality of life in people with fertility problems. Certain methodologic limitations need to be taken into account. First, despite the multidisciplinary contributions from experts worldwide, focus groups, and a feasibility and acceptability study in 10 countries, the final psychometric evaluation occurred in only five English-speaking countries. Second, targeted efforts to recruit a diverse group of people were not entirely successful for particular subgroups (namely, secondary infertility, men). Indeed, more psychometric research on men is required to fully establish reliability and validity. Third, the major proportion of the final sample was recruited online, and differences between the online and clinical samples were observed. Although data generated online has been shown to be as valid as data collected through traditional methods (15, 16) , one would need to determine whether the differences observed warrant more in-depth analysis, for example, a different set of norms for clinical samples. We eliminated records coming from the same IP address, but it may be possible that the same person replied more than once to the survey. Finally, the subscales of the Core FertiQoL were not entirely orthogonal with cross-loadings on the social and mind/body domains. Because these associations were expected, we have now modified the final wording of four Fer-tiQoL items to reduce these cross-loadings. Further evaluation of these changes and FertiQoL as a whole on a new sample is required for final validation. These main limitations should be addressed in future psychometric research evaluating FertiQoL. However, the strengths of our mixed-methods approach and consultation with and evaluation from infertile people ensures that FertiQoL captures the key life domains affected by fertility problems. It is hoped that FertiQoL will become a gold standard for the measurement of QoL for individuals experiencing fertility problems, whether in treatment or not. FertiQol will be useful to clinicians and researchers alike. Ferti-QoL can be used to identify people at risk of impaired QoL so that psychosocial resources can be offered and subscale scores could identify the specific domains where intervention might be most beneficial. Recent research has shown a close correspondence between Core FertiQoL and standardized measures of anxiety and depression in a Dutch sample (17) . The availability of FertiQoL in 20 languages will facilitate essential cross-cultural research particularly in developing nations (18, 19) . However, whether cross-cultural differences exist, whether different populations have different mean scores, and whether separate cultural norms are needed are all important questions that need to be addressed in future research. A unique aspect of FertiQoL compared with other QoL measures is the optional 10-item treatment module. This module measures QoL in terms of treatment quality (interactions with staff, quality of information) and treatment tolerability (effects on mood, disruptions daily life). These subscales can be used to assess effectiveness of new treatments/medications, to monitor quality of services, and to optimize patient treatment experiences. Research has shown that quality of treatment and its tolerability are predictors of treatment satisfaction (7) and willingness to persist with treatment (20) , the latter also shown in the present study. Furthermore, a recent large multicenter study showed a strong association between a high level of patient-centered care and favorable FertiQoL scores (21) . However, the sensitivity of Treatment FertiQoL for these purposes needs to be investigated in clinical trials of new interventions. In conclusion, the overall aim of the FertiQoL project was to develop an international instrument to measure QoL in men and women experiencing fertility problems, with the collaboration of individuals experiencing fertility problems and international experts in the field. This objective was accomplished, and future use of Fer-tiQoL will be essential to establish FertiQoL as an essential measurement tool for practice, research, health service evaluation, and policy making. The FertiQoL technical working group (TWG) managed the FertiQoL project and comprised as core investigators Jacky Boivin, Janet Takefman, and Andrea Braverman, with international collaborators joining the TWG as needed. A mixed-methods approach was used to generate the FertiQoL item pool for the evaluation phase, including: 1) expert consultation; 2) focus groups with patients; and 3) survey with people experiencing fertility problems who were/ were not undergoing treatment. This process is summarized in Table 1 of the article. Expert consultation The initial item pool for the FertiQoL measure was generated from three sources to identify the life domains affected by fertility problems and childlessness: 1) reviews of psychosocial studies in infertility; 2) existing fertility-related assessment tools (Supplemental Table 1 ) and treatment evaluation tools (1) (2) (3) (4) (5) (6) (7) (8) (9) (10) (11) (12) (13) (14) ; 3) the World Health Organization (WHO) development manual (15) and related quality of life papers; and 4) input from psychosocial experts in reproductive health (n ¼ 17) and the FertiQoL steering committee (n ¼ 10), i.e., and from various professions (researchers, psychologists, social workers, counsellors, patient user groups, gynecologists, nurses, fertility doctors) based in 11 countries (Australia, Canada, Denmark, France, Germany, Italy, New Zealand, Sweden, Switzerland, UK, USA). This process generated 302 items related to consequences of fertility problems on quality of life covering the following topics (numbers in parenthesis are numbers of items generated per topic): marriage/partnership (n ¼ 40), social network (n ¼ 38), emotions (n ¼ 30), cognitions (n ¼ 30), coping (n ¼ 29), treatment (n ¼ 20), self-esteem (n ¼ 18), career and finances (n ¼ 18), psychologic consequences (n ¼ 17), optimism/pessimism (n ¼ 17), reactions to alternative options to parenthood (n ¼ 16), physical health (n ¼ 10), importance of children (n ¼ 13), and impact on lifestyle (n ¼ 6). The FertiQoL technical working group classified the 302 items into three levels: dimensions (e.g., interpersonal), domains (e.g., partner relationship), and facets (e.g., intimacy) to form groups of items tapping into aspects of quality of life. Each of the three levels of classification (dimensions, domains, facets) was seen to be increasingly more specific regarding the particular aspect of quality of life being assessed. In total, 63 item categories were generated. This structured list was sent to the expert panel who were asked to use the WHO criteria to decide on wording and inclusion in the FertiQoL item pool presented to the focus groups (15) . These criteria were that responses to items would be revealing of quality of life, cover key domains affected by fertility problems, used simple language (e.g., avoiding double-negatives); and that items asked about single issues/facets and were free of ambiguity, could be phrased as short questions, omitted any reference to historical time frame, and were worded to be applicable to infertile people in a range of situations. This process eliminated redundant, irrelevant, and infrequent effects of infertility on quality of life, and the item pool was reduced to 116 items. Response scales were then matched to item content by using the WHO response scales (15): intensity (not at all-extremely); capacity (not at all-completely); frequency (never-always), and evaluation (very satisfied-very dissatisfied; or very good-very poor). The reason for using multiple response scales is because not all items could be made to conform to the same scale and because diversity minimizes response sets (e.g., acquiescence) (16) . Focus groups Focus groups were organized to validate the items generated by the experts against a patient's perspective. These groups were also used to uncover any important effects overlooked by the experts. Participants in the focus groups were recruited to ensure diversity according to sociodemographic characteristics found to be relevant to reactions to infertility: age (i.e., < or R35 years), gender, duration of infertility (< or R2 years of infertility), and parenthood status (17) . Four focus groups of eight people were conducted in Canada, Germany, and Mexico, two groups of eight people in the USA, and three groups of eight people in Italy (17 focus groups, 136 participants). Focus groups were also planned for Singapore, but those were canceled owing to the severe acute respiratory syndrome epidemic in that region. Psychosocial experts from each country facilitated the focus groups based on materials and guidance provided by the FertiQoL TWG. Materials were translated and back-translated to English by translators at Merck-Serono, Geneva, Switzerland (an affiliate of Merck, Darmstadt, Germany). This guidance comprised a participant workbook that contained items culled from those generated by fertility experts as well as a leader topic guide. The topic guide for facilitators described: 1) aim of FertiQol; 2) its sponsors; 3) expected users; 4) objectives of focus groups; and 5) instructions to facilitators to guide participants through the FertiQoL questions and elicit feedback about these. The focus groups lasted between 1.5 and 2 hours. This information was also conveyed to participants at the start of each focus group in a separate information sheet. Because direct face-to-face personal questioning could be awkward for as personal a topic as infertility, participants were asked to indicate reactions in terms of ''what you have experienced or heard others have experienced.'' Participants were first asked to describe areas of their (or others') life positively or negatively affected by fertility problems to generate consequences independent from concepts generated by experts. People were also asked to discuss the importance of the consequences to quality of life. Only after this open period of discussion was the structured content introduced in the focus group. The structured content as organized around the themes and items generated by the experts (e.g., emotions, partnership, social network) was discussed. For example, participants were asked to describe any physical consequences of fertility problems and their effect on quality of life. Facilitators used a standard feedback form to report data from their focus groups to the FertiQoL TWG. Feedback from the focus group showed that participants appreciated the opportunity to provide their views and considered the FertiQoL project to be worthwhile. Based on their feedback we: 1) eliminated items endorsed by <50% of the groups and incorporated new facets endorsed R50% groups; 2) corrected wording issues (e.g., acceptable to both gender, improved clarity, and specificity of wording); 3) eliminated and/or combined redundant items; 4) improved facet validity to make clearer distinctions within and between facets; and 5) ensured that all items pertained to quality of life and ensured response scale in line with items. The total number of items decreased from 116 to 102 (22 items eliminated and 8 added). The final structure included four dimensions (i.e., overall, personal, interpersonal, health care) and eight domains with 23 facets linked to them: affect ¼ infertility syndrome, positive feelings, hopefulness, coping effectiveness; psychologic ¼ body image, self-perceptions, fertility fixation; physical ¼ health practices, somatic changes; spiritual ¼ morals and beliefs, life meaning; partner relationship ¼ intimacy, commitment, communication, discord, sexuality; social ¼ expectations, belonging, support; occupation ¼ interference; medical ¼ accessibility and quality, burden of treatment; and psychoeducational ¼ interactions with medical team. Together these resulted in 102 items (e.g., Do you feel sexually attractive? rated on the 5-point intensity scale of not at all-extremely). The fertility experts panel further examined the items and structure (at the Annual Meeting of the American Society of Reproductive Medicine, 2003) and made minor revisions that include: fine-tuning the wording of some items (i.e., physical domain), grouping items according to response scale (e.g., capacity, intensity), reducing the number of response scales, and randomizing questions within response categories. The experts also decided that it would be best to extract treatment questions to create a separate and optional treatment module, because not all people who would complete FertiQoL would have treatment experience. These amendments were made and the first FertiQoL prototype created. Acceptability and feasibility survey In this phase, the acceptability and feasibility of FertiQoL as an assessment tool for quality of life was investigated. Participants were recruited to ensure diversity for gender, age, and education (none, primary, secondary, tertiary), but all were recruited from fertility clinics by the FertiQoL coordinator in that country. Country coordinators were responsible for ensuring that ethical approval was obtained per country regulations. The Core FertiQoL module and the optional FertiQoL Treatment module were translated from English into the target language by using forward and backward process by skilled translators with a final check of the wording performed by the fertility expert coordinator from each country. Additional items at the end of the questionnaire asked participants: 1) to indicate which questions, if any, were unclear and why; 2) to indicate whether there were other important areas of their life related to infertility that were not included in the questionnaire; and 3) to provide any other additional comments. Materials were translated and back-translated to English by translators at Merck-Serono, Geneva, Switzerland. In total, 525 people participated in the acceptability phase of FertiQoL from ten countries: Argentina (n ¼ 48), Brazil (n ¼ 96), Canada (n ¼ 59), France (n ¼ 63), Germany (n ¼ 37), Greece (n ¼ 32), Italy (n ¼ 47), Mexico (n ¼ 46), New Zealand (n ¼ 11), Spain (n ¼ 43), UK (n ¼ 79) and USA (n ¼ 43). The sample was 56.5% (n ¼ 297) female, 45.5% (n ¼ 239) were aged %35 years, and 60.7% were educated to at least secondary level (n ¼ 319). Ten countries submitted acceptability reports. The results showed that FertiQoL was well accepted in all countries, with positive comments indicating that items were easy to understand, relevant, and indicative of the effect that infertility and its treatment had on quality of life. Moreover, individuals felt satisfied that such a measure was being developed and felt that the time to complete it, 15-20 minutes, was reasonable (men required longer time to complete). The problems reported concerned items that did not apply to all people, i.e., single women queried partnership items, untreated people queried items about interactions with the ''fertility medical team,'' and people with secondary infertility felt that items regarding life without children were not applicable. These issues were addressed, but few modifications to FertiQoL were necessary, with only 20 items altered. The other main comment concerned the ''instructions'' to FertiQoL and the fact that these had not provided the time frame for thinking about items. Respondents are now instructed to complete the FertiQoL regarding ''current thoughts and feelings.'' Overall, couples attending fertility clinics provided support for the FertiQoL project. FertiQoL was amended in light of these comments and the version for the prototype psychometric phase was created. The item pool tested in the acceptability phase was retained despite redundancy, because multiple items of each domain/facet were required to identify the best set of items in the psychometric evaluation phase. The Core FertiQol tested in the psychometric phase contained 102 items as well as the optional Treatment FertiQoL module, which contained 27 items. World Health Organisation. 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World Health Organization Measures of personality and social psychological attitudes Infertility and psychological distress: a critical review of the literature Acknowledgments: Many people contributed to the development of Ferti-QoL. The authors thank the sponsoring organizations European Society for Human Reproduction and Embryology, American Society for Reproductive Medicine, and Merck-Serono, the experts in fertility who contributed to item generation and/or verifications of translations, the organizations hosting the online survey, the translation team at Cardiff University, and the researchers and students of the Cardiff Fertility Studies Research groups. A list of all contributors is available online at www.fertiqol.org. The authors particularly thank Robert Rebar for his efforts on this project. The European Society for Human Reproduction and Embryology, American Society for Reproductive Medicine, Merck-Serono, Geneva, Switzerland (an affiliate of Merck, Darmstadt, Germany) have reviewed this article, but the views and opinions described in this publication do not necessarily reflect those of those organizations.