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Author Proof A Pediatric Pulmonology 00:1–9 (2007) Reliability and Validity of the Habitual Activity Estimation Scale (HAES) in Patients With Cystic Fibrosis Greg D. Wells, PhD, 1 * Donna L. Wilkes, 1 Jane Schneiderman-Walker, 1 Maryam Elmi, 1 Elizabeth Tullis, 2 Larry C. Lands, 3 Felix Ratjen, 1 and Allan L. Coates 1 Summary. Purpose To understand potential benefits of exercise in the cystic fibrosis (CF) population, there needs to be accurate methods to quantify it. The Habitual Activity Estimation Scale (HAES) questionnaire has been shown to be a feasible tool to measure physical activity however the reliability and validity has yet to be determined in the CF population. Methods: Fourteen (seven male, seven female) patients aged 16.2 4.2 years with CF participated in this study. Participants were clinically stable at the time of the study and participating in their habitual physical activity. To assess reliability, patients completed the HAES and a validated 3-day activity diary, and wore an ActiGraph TM Accelerometer for two consecutive weeks. Validity was assessed by comparing the activity results of each of the three instruments over a single week time period. Results: ICC estimates of reliability for the HAES, diary, and accelerometer were 0.72 (P < 0.0001), 0.76 (P < 0.0001), 0.63 (P < 0.0001), respectively. Validity analysis indicated that there were significant relationships between the participants’ activity results as estimated by the HAES, diary and accelerometer. Further, significant relationships were detected between activity measures when broken into morning, afternoon, or evening periods, and between measures from weekday or weekend days. There were also significant relationships among the three instruments when recording different activity levels (somewhat inactive, somewhat active, and very active). Conclusion: The findings of this study suggest that the HAES questionnaire is a reliable and valid instrument that can be used to assess activities of varying intensity in patients with CF. Pediatr Pulmonol. 2007; 00:1–9. ß 2007 Wiley-Liss, Inc. Key words: children; adults; cystic fibrosis; activity; measurement. INTRODUCTION Physical activity and exercise have been shown to be factors that contribute to the health of patients with cystic fibrosis (CF). 1–3 However, it has been documented that exercise capacity in this group is limited by lung function and peripheral skeletal muscle function 4 nutritional status 5–7 as well as the cardio-respiratory system’s ability to meet the metabolic demands associated with exercise. 6 Recent research has shown a trend towards a slower rate of decline in pulmonary function (as assessed by rate of decline of FEV 1 ) in female CF patients with higher activity levels, 3 which supports previous results reporting a benefit for patients with CF participating in regular aerobic exercise 8 and more recent results that demonstrate an association between physical activity and higher aerobic capacity in CF patients. 9 However, implementing and maintaining exercise training programs is cost and labor intensive. In addition, once the exercise-training program ends, participants often do not continue with the training program, and the health benefits are lost. Thus, strategies aimed at monitoring and increasing habitual physical activity may be more effective in maintaining and improving the health and quality of life of people with CF, 10 and therefore a reliable and valid tool to measure physical activity in the CF population is needed. Habitual physical activity can be measured by many different methods including (a) doubly labeled water that measures total energy expenditure 11 (b) motion sensors such as pedometers or accelerometers that measure activity counts, 212 (c) recall questionnaires 13 or activity PPUL-07-0191.R3(20737) 1 Department Q1 of Respiratory Medicine, The Hospital for Sick Children, Toronto, Ontario, Canada. 2 Respirology Department, St. Michael’s Hospital, Toronto, Ontario, Canada. 3 Division of Respiratory Medicine, Montreal Children’s Hospital, Montreal, Quebec, Canada. *Correspondence to: Greg D. Wells, PhD, Division of Respiratory Medicine, Room 4534, The Hospital for Sick Children, 555 University Avenue, Toronto, Ontario, Canada M5G 1X8. E-mail: [email protected] Received 4 June 2007; Revised 1 October 2007; Accepted 3 October 2007. DOI 10.1002/ppul.20737 Published online in Wiley InterScience (www.interscience.wiley.com). ß 2007 Wiley-Liss, Inc.

Reliability and validity of the habitual activity estimation scale (HAES) in patients with cystic fibrosis

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APediatric Pulmonology 00:1–9 (2007)

Reliability and Validity of the Habitual Activity EstimationScale (HAES) in Patients With Cystic Fibrosis

Greg D. Wells, PhD,1* Donna L. Wilkes,1 Jane Schneiderman-Walker,1 Maryam Elmi,1

Elizabeth Tullis,2 Larry C. Lands,3 Felix Ratjen,1 and Allan L. Coates1

Summary. Purpose To understand potential benefits of exercise in the cystic fibrosis (CF)

population, there needs to be accurate methods to quantify it. The Habitual Activity Estimation

Scale (HAES) questionnaire has been shown to be a feasible tool to measure physical activity

however the reliability and validity has yet to be determined in the CF population. Methods:

Fourteen (seven male, seven female) patients aged 16.2� 4.2 years with CF participated in this

study. Participants were clinically stable at the time of the study and participating in their habitual

physical activity. To assess reliability, patients completed the HAES and a validated 3-day activity

diary, and wore an ActiGraphTM Accelerometer for two consecutive weeks. Validity was assessed

by comparing the activity results of each of the three instruments over a single week time period.

Results: ICC estimates of reliability for the HAES, diary, and accelerometer were 0.72 (P< 0.0001),

0.76 (P< 0.0001), 0.63 (P<0.0001), respectively. Validity analysis indicated that there were

significant relationships between the participants’ activity results as estimated by the HAES, diary

and accelerometer. Further, significant relationships were detected between activity measures

when broken into morning, afternoon, or evening periods, and between measures from weekday

or weekend days. There were also significant relationships among the three instruments when

recording different activity levels (somewhat inactive, somewhat active, and very active).

Conclusion: The findings of this study suggest that the HAES questionnaire is a reliable and

valid instrument that can be used to assess activities of varying intensity in patients with CF.

Pediatr Pulmonol. 2007; 00:1–9. � 2007 Wiley-Liss, Inc.

Key words: children; adults; cystic fibrosis; activity; measurement.

INTRODUCTION

Physical activity and exercise have been shown to befactors that contribute to the health of patients with cysticfibrosis (CF).1–3 However, it has been documented thatexercise capacity in this group is limited by lung functionand peripheral skeletal muscle function4 nutritionalstatus5–7 as well as the cardio-respiratory system’s abilityto meet the metabolic demands associated with exercise.6

Recent research has shown a trend towards a slower rateof decline in pulmonary function (as assessed by rate ofdecline of FEV1) in female CF patients with higher activitylevels,3 which supports previous results reporting a benefitfor patients with CF participating in regular aerobicexercise8 and more recent results that demonstrate anassociation between physical activity and higher aerobiccapacity in CF patients.9 However, implementing andmaintaining exercise training programs is cost and laborintensive. In addition, once the exercise-training programends, participants often do not continue with the trainingprogram, and the health benefits are lost. Thus, strategiesaimed at monitoring and increasing habitual physicalactivity may be more effective in maintaining andimproving the health and quality of life of people with

CF,10 and therefore a reliable and valid tool to measurephysical activity in the CF population is needed.

Habitual physical activity can be measured by manydifferent methods including (a) doubly labeled water thatmeasures total energy expenditure11 (b) motion sensorssuch as pedometers or accelerometers that measureactivity counts,212 (c) recall questionnaires13 or activity

PPUL-07-0191.R3(20737)

1DepartmentQ1 of Respiratory Medicine, The Hospital for Sick Children,

Toronto, Ontario, Canada.

2Respirology Department, St. Michael’s Hospital, Toronto, Ontario, Canada.

3Division of Respiratory Medicine, Montreal Children’s Hospital, Montreal,

Quebec, Canada.

*Correspondence to: Greg D. Wells, PhD, Division of Respiratory

Medicine, Room 4534, The Hospital for Sick Children, 555 University

Avenue, Toronto, Ontario, Canada M5G 1X8.

E-mail: [email protected]

Received 4 June 2007; Revised 1 October 2007; Accepted 3 October 2007.

DOI 10.1002/ppul.20737

Published online in Wiley InterScience

(www.interscience.wiley.com).

� 2007 Wiley-Liss, Inc.

Author Proof

Adiaries.14 A comprehensive review has been publishedwhich describes each of these techniques in detail.15 Eachmethod assesses different aspects of habitual physicalactivity, and each has definite benefits and drawbacks. Thedoubly labeled water technique is regarded as an accuratemeasure of daily energy expenditure but it is prohibitivelyexpensive.15 While data from activity and motion sensorsmust be cleaned of artifact such as movement whiledriving in a car or bicycling,16 they have been demon-strated to be useful tools to measure the total amount ofphysical activity in children17 and for validation of activityquestionnaires.15 Habitual physical activity as measuredby an activity diary has been shown to correlate with theresults of the doubly labeled water technique.11

The Habitual Activity Estimation Scale (HAES)questionnaire developed by Hay and Cairney13 has severalbenefits over other measurement tools in that (a) it isdesigned to be used in clinical settings, (b) it can becompleted in 15 min during outpatient clinic visitsresulting in completion rates of 100%, (c) the data areeasily and quickly analyzed and can be used to provideimmediate feedback to patients and care givers, and(d) patients >11 years can complete it without assistance,once given proper instruction. The HAES is an importanttool that has been used by CF researchers to show thathigher activity levels are related to improved outcome inpatients with CF.3 Further, the HAES questionnaire hasbeen shown to be a feasible to assess physical activity inpatients with CF310 however validity and reliability haveyet to be fully established in the CF population. Thus, thepurpose of the current research was to test the hypothesisthat the HAES instrument is a reliable and valid instru-ment for the assessment of physical activity in pediatricand adult CF populations.

METHODS

Research Design

This study compared the habitual physical activityscores using the HAES questionnaire with scores from anaccelerometer activity monitor and an activity diary inadolescent and adult patients with CF. Participants werestudied over two consecutive weeks. Results from theactivity measurement tools (accelerometer, activity diary,and HAES) were compared to evaluate the validity andreliability of the HAES. Results from the first week werecompared to the results from week 2 to determinereliability, and results from each instrument werecompared to each other to estimate validity. The researchdesign is presented graphically in Figure 1.

Instrument Comparison Parameters

The activity levels for each instrument were equatedbased on the following four activity categories as

established in the HAES instrument: inactive (IA, lyingdown), somewhat inactive (SI, sitting down), somewhatactive (SA, walking), and very active (VA)Q2, activitiesthat make the subject ‘‘breathe hard and sweat.’’ Theactivity results from the diary were evaluated and groupedas follows: sleeping and lying down were grouped as‘‘inactive,’’ sitting and standing activities were grouped as‘‘somewhat inactive,’’ walking and other low intensityleisure activities were grouped as ‘‘somewhat active’’ andleisure activities of moderate and high intensity and sportsactivities were grouped as ‘‘active.’’ For the accelerom-eter, the activity levels were set as follows: inactive<2,000 counts, somewhat inactive from 2,001 to 5,500counts, somewhat active from 5,501 to 9,500 counts, andvery active >9,501 counts based on the regressionequations developed by Crouter et al.18

Sample and Sampling Procedures

Participants were recruited from the pediatric CFclinic at the Hospital for Sick Children (SK) and theadult CF clinic at St. Michael’s Hospital (SMH) inToronto, Canada. At the time of recruitment, partic-ipants were healthy with no recent history of pulmonaryexacerbation in the preceding 3 months (defined asincreased cough, purulent sputum, and malaise) with anFEV1 of greater than 60% predicted. Subjects were notrecruited if they are unable to participate in theirhabitual physical activity (i.e., due to illness). Writteninformed consent was obtained from the patients whoagreed to participate. Patients had prior experience incompleting the HAES questionnaire and activity diary.At the end of the first week of study, all subjects weretelephoned to remind them to complete the first weeks’forms and have any questions answered. This wasrepeated at the end of the second week. Once the2 weeks of study were completed, subjects returnedquestionnaires, diaries and accelerometers by mail in apre-paid stamped envelope.

Fig. 1. Research design.

2 Wells et al.

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AHAES Questionnaire

Patients completed the HAES questionnaire13 for atypical weekday (Tuesday, Wednesday, or Thursday) andSaturday in each of the 2 weeks that were studied.Percentage of time awake was documented in each of fouractivity categories: inactive, somewhat inactive, some-what active, and very active. The use of wakeup, bed, andmeal times allowed the calculation of the total number ofhours per day spent in each of the four activity categories.Total activity (TA) was calculated as SAþVA foreach day. The use of this questionnaire with CF patientshas been described previously.3

3-Day Activity Diary

A 3-day version of Bratteby’s 7-day diary11 was alsoused to record activity levels. Participants recorded twotypical weekdays (Tuesday, Wednesday, or Thursday) andone typical Saturday within each of 2 weeks studied ratherthan the entire week as had been done in the Bratteby7-day diary. A similar 3-day diary has been describedpreviously.14 The 3-day activity diary (vs. 7 days) wasused to (a) match, as closely as possible, the data collectedusing the diary to the data collected with the HAES and(b) make the recording process less demanding on theparticipants to improve compliance. The Bratteby diaryhas been validated against doubly labeled water, and thuswould serve as a useful tool against which to compare theresults of the HAES. The type and intensity of activitywere recorded in 15-min blocks for each of the three days,and this was matched to the four activity level categoriesthat are employed by the HAES instrument.

Accelerometer

An electronic activity monitor, an ActiGraphTM Tri-Axial Accelerometer (model 7164), was used to obtain anobjective measure of overall activity level. Participantswore the accelerometer for 14 consecutive days on theright hip, just below the waist line and were instructed towear it at all times, except while sleeping or when thedevice could get completely wet (e.g., showering,swimming). The recording epoch was set to 15 min tomatch the recording times of the activity diary. Oncereturned, activity counts were downloaded and processedvia software supplied with the accelerometers.

Data Analysis

Data from the accelerometer, activity diary and HAESquestionnaire were compared for the same daily period(morning, afternoon, or evening), day (weekdayor weekend), and intensity level (inactive, somewhatinactive, somewhat active, very active). Data fromthe weekday (Tuesday and Thursday) activity levels were

averaged to give a single weekday value for the diary andaccelerometer so as to match with the weekday HAESquestionnaire which asks the subject to recall activity for atypical Tuesday, Wednesday, or Thursday. The activityscores from each instrument were summarized usingdescriptive statistics. For reliability, intra-class correlationcoefficients (Model 2,2) were calculated for the results ofeach of the instruments from weeks 1 to 2. Validity wasestimated by intra-class correlation coefficient (Model2,1) single measure analysis of the activity resultsobtained from each instrument to estimate the strengthof the relationship between each of the instruments(HAES vs. diary, HAES vs. accelerometer, diary vs.accelerometer). For the validity analysis only, wehypothesized that the accelerometer may not be able toaccurately distinguish between activity levels where thesubject was lying down or sitting (inactive and somewhatinactive), and therefore we decided to group these twoactivity levels for the validity analysis to ensure that thecomparisons between instruments were as consistent aspossible. The data were analyzed using SPSS 11.0 (SPSSfor Windows, SPSS, Inc., Chicago, IL) and SAS 9.1 (SASfor Windows, Cary, NC) Statistical significance wasconsidered to be P< 0.05.

RESULTS

Participant Characteristics

Fourteen (seven male, seven female) patients aged16.2� 4.2 years with CF from the CF clinics at theHospital for Sick Children and St. Michael’s Hospitalparticipated in this study. Participants were clinicallystable at the time of the study (FEV1 >70% predicted) andparticipating in their ‘‘habitual’’ physical activity. Allsubjects were assessed on basic spirometry and performedan incremental exercise test to exhaustion as part of theirregular clinic visit. The descriptive characteristics of thesubjects are presented in Table 1.

Habitual Activity Estimation Scale Results

Completion rate for the HAES in week 1 was 100% andfor week 2 was 87%. Results are presented in Table 2.There were no significant differences between female andmale activity levels measured by the HAES foreither weekday (P¼ 0.42) or weekend (P¼ 0.87).

3-Day Activity Diary Results

Completion rate for the Activity Diary in week 1 was100% and for week 2 was 87%. Results are presented inTable 3. There were no significant differences betweenfemale and male activity levels measured by the activitydiary for either weekday (P¼ 0.69) or weekend(P¼ 0.74).

HAES Reliability and Validity 3

Author Proof

AAccelerometer Results

The participants wore the accelerometer for 14consecutive days. All (100%) of the accelerometer datafrom week 1 and 87% of the data from week 2 wereacceptable, more specifically two of the participants didnot wear the accelerometer on several days during week 2.Mean results are presented in Table 4. There were nosignificant differences between female and male activitycounts measured by the accelerometer for either weekday(P¼ 0.19) or for weekend (P¼ 0.72).

Instrument Comparison Overview

Intra-class correlation coefficient estimates of reliabil-ity for the HAES, diary and accelerometer were 0.72(P< 0.0001), 0.76 (P< 0.0001), 0.63 (P< 0.0001),respectively (see Table 5). There were no overall differ-ences among the participants’ activity levels or in the veryactive category as estimated by the HAES and diary orHAES and accelerometer (see Table 6). Further, therewere no significant differences between activity measuresamong the three instruments when broken into morning,afternoon, or evening periods, or between measuresfrom weekday or weekend days. There were no significant

differences among the three instruments when recording‘‘very active’’ intensity levels. However, the three instru-ments detected significantly different activity measuresduring the inactive/somewhat inactive (P¼ 0.02) andsomewhat active (P¼ 0.001) intensity levels. In general,the participants reported more time spent in the ‘‘some-what inactive’’ and ‘‘somewhat active’’ categories whenusing the HAES and diary than was detected using theaccelerometer (see Tables 2–4).

Results of the Reliability Analysis

Intra-class correlation coefficient analysis suggestedsignificant reliability from weeks 1 to 2 for the HAESquestionnaire (ICC¼ 0.72, P< 0.0001), for the 3-dayactivity diary (ICC¼ 0.76, P< 0.0001), and for theaccelerometer (ICC¼ 0.63, P< 0.0001; see Table 5).

Additional analyses were performed on the results fromthe three instruments and reliability was assessed forthe time of day, weekday or weekend periods, andintensity levels. Significant reliability estimates wereobtained for the instruments in all categories except foraccelerometer activity counts in the somewhat activeintensity level (P¼ 0.08). These results are presented inTable 5.

TABLE 1— Descriptive Characteristics of the Study Population

Variable Combined (mean� SD) Females (mean� SD) Males (mean� SD) M vs. F

Age (years) 16.2� 4.2 16.9� 4.2 15.6� 4.9 P¼ 0.93

Height (cm) 159.3� 14.7 153.9� 9 164.7� 16.2 P¼ 0.05

Mass (kg) 49.9� 13.9 46.7� 12.3 53.1� 15.6 P¼ 0.34

Lean body mass (kg) 33.6� 8.9 30.4� 5.8 36.1� 10 P¼ 0.26

Forced vital capacity (% pred) 81.5� 14 80.1� 14.8 82.9� 14.2 P¼ 0.54

Forced expiratory volume in 1 sec (% pred) 74.1� 19.3 73� 22.9 75.3� 16.8 P¼ 0.62

Maximum voluntary ventilation (% pred) 101.1� 22.7 105� 21.5 97.3� 23.2 P¼ 0.87

VO2 at peak exercise (ml kg�1 min�1) 42.3� 11 36.3� 10.9 48.2� 7.3 P¼ 0.04

Ventilation at peak exercise (L min�1 BTPS) 81.1� 34.5 65.9� 24.7 96.4� 36 P¼ 0.05

mVE/MVV (ratio) 93.5� 15.9 91.9� 16.8 95.1� 14.8 P¼ 0.34

TABLE 2— Habitual Activity Estimation Scale Results: Activity Time at Different Intensities Results in Hours (Mean�SD)

Time of day (hours) Intensity

Weekday Weekend

Week 1 Week 2 Week 1 Week 2

Morning (A) Inactive 0.41� 1.14 0.27� 0.69 0.06� 0.19 0.08� 0.19

Somewhat inactive 1.71� 1.32 1.49� 1.32 0.83� 0.77 1.18� 1.19

Somewhat active 1.07� 1.02 0.73� 1.01 0.69� 1.04 1.63� 1.53

Active 0.56� 1.03 0.8� 1.27 0.66� 1.4 0.09� 0.27

Afternoon (B) Inactive 0.24� 0.44 0.26� 0.51 0.43� 1.15 0.07� 0.15

Somewhat inactive 1.84� 1.76 2.09� 1.67 1.22� 1.7 1.94� 1.4

Somewhat active 1.67� 1.1 1.4� 0.83 2.69� 1.74 1.73� 1.28

Active 1.18� 1 1.29� 1.71 0.73� 1.32 0.46� 1.04

Evening (C) Inactive 0.57� 0.84 0.38� 0.8 0.16� 0.48 0.07� 0.16

Somewhat inactive 2.52� 1.34 1.51� 1.21 2.25� 1.26 2.23� 1

Somewhat active 0.6� 0.54 1.36� 1.34 0.85� 0.48 1.18� 1.3

Active 0.54� 1.34 0.79� 1.21 0.9� 1.75 0.49� 1.26

4 Wells et al.

Author Proof

AResults of the Validity Analysis

Significant positive correlations were detected betweenthe participants’ activity levels as estimated by the HAESand diary or HAES and accelerometer. Further, there weresignificant correlations between activity measures amongthe three instruments when broken into morning, after-noon, or evening periods, and between measuresfrom weekday or weekend days. There were significantcorrelations among the three instruments when recordingat different activity intensity levels (see Table 6), althoughthe HAES displays slightly lower agreement withaccelerometer data than the activity diary. Bland andAltman analysis comparing the results from the HAES,diary and accelerometer indicated that the 95% confidenceintervals were for the HAES versus diary�0.08–0.32, forthe HAES vs. the accelerometer 0.10–0.52, and for thediary versus accelerometer 0.05–0.38. The graphicalresults of the Bland and Altman results are presented inFigures 2–4.

DISCUSSION

The purpose of this study was to assess the reliabilityand validity of the Habitual Activation Scale question-naire in patients with CF. These findings suggest that theHAES questionnaire is a generally reliable and validinstrument that can be used to assess different activitylevels in patients with this disease. The findings of thisstudy are important as physical activity, and highintensity physical activity in particular, are importantfactors that are related to lung health,3 aerobiccapacity,9 and quality of life19 in this patient population.Further, the HAES is clinically feasible in that it is easyto administer and has a high compliance/completionrate. For example, measuring habitual physical activityin our entire clinic population (n ¼ 150) by instrumentssuch as pedometers and accelerometers is neitherfeasible nor possible. Previous experience has shownus that the compliance rate for the HAES is 100% whenthe subject completes a questionnaire on the same day it

TABLE 3— Activity Diary Results: Activity Time at Different Intensities Results in Hours (Mean�SD)

Time of day (hours) Intensity

Weekday Weekend

Week 1 Week 2 Week 1 Week 2

Morning (A) Inactive 0.07� 0.16 0.33� 1.09 0� 0 0� 0

Somewhat inactive 2.69� 0.92 1.97� 0.85 2.43� 1.18 1.53� 1.17

Somewhat active 0.85� 0.92 1.06� 1.12 0.72� 0.7 1.33� 1

Active 0.6� 0.57 0.55� 0.76 0.8� 0.87 0.4� 0.52

Afternoon (B) Inactive 0.05� 0.15 0.02� 0.08 0� 0 0� 0

Somewhat inactive 3.38� 1.31 3.03� 1.03 2.59� 2.58 2.52� 0.98

Somewhat active 1.49� 0.72 1.7� 1.05 1.91� 1.25 1.16� 1.04

Active 0.33� 0.28 0.67� 0.48 1.68� 1.8 1.05� 1.13

Evening (C) Inactive 0.28� 0.37 0.14� 0.29 0.01� 0.04 0� 0

Somewhat inactive 2.43� 1.33 1.87� 1.18 2.91� 1.59 2.38� 0.63

Somewhat active 0.7� 0.33 0.56� 0.85 0.59� 0.93 0.7� 0.84

Active 0.95� 1.07 1.33� 1.27 0� 0 0.7� 0.9

TABLE 4— Accelerometer Results: Activity Time at Different Intensities Results in Hours (Mean�SD)

Time of day

(hours) Intensity

Weekday Weekend

Week 1 Week 2 Week 1 Week 2

Morning (A) Inactive 0.98� 0.92 0.84� 0.99 0.89� 1.19 0.5� 0.53

Somewhat inactive 0.99� 0.73 0.75� 0.75 0.78� 0.65 0.94� 1.07

Somewhat active 0.53� 0.38 0.64� 0.4 0.5� 0.41 0.36� 0.47

Active 0.78� 0.65 1.2� 0.97 0.86� 0.64 0.81� 1.02

Afternoon (B) Inactive 1.15� 0.76 1.28� 0.72 1.03� 0.84 1.08� 1.2

Somewhat inactive 1.3� 0.73 1.24� 0.54 0.69� 0.61 1.19� 0.86

Somewhat active 0.64� 0.36 0.68� 0.47 0.92� 0.7 0.64� 0.69

Active 1.28� 0.98 1.56� 1 1.89� 1.57 0.86� 0.82

Evening (C) Inactive 1.11� 0.77 0.96� 0.51 1.47� 0.79 1.03� 0.67

Somewhat inactive 0.85� 0.26 0.61� 0.35 1� 0.79 0.72� 0.57

Somewhat active 0.28� 0.2 0.44� 0.28 0.36� 0.28 0.47� 0.36

Active 0.9� 1.04 0.91� 1.02 0.75� 0.65 0.94� 0.88

HAES Reliability and Validity 5

Author Proof

Ais given where sending an instrument home (activitydiary or accelerometer) and waiting for it to be returnedhas been problematic. Therefore, the HAES can be usedfor clinical and research purposes to monitor activitylevels or changes in activity levels in response tospecific interventions thus potentially leading to a betterunderstanding of the determinants of health status in theCF population.

The results of the study suggest that the HAES, diaryand accelerometer have significant test–retest reliabilitywhen used to assess activity levels in patients with CF. The

reliability estimate obtained for the HAES instrument(ICC¼ 0.72), in this study was comparable to thereliability estimates for the modified Bratteby’s ActivityDiary (ICC¼ 0.78), and higher than that obtained foraccelerometer results (ICC¼ 0.636). The reliabilityestimates that were obtained for the HAES instrument inthe current research are consistent with results obtainedfor reliability estimates for the use of the HAES withschoolchildren.20 Therefore we conclude that the HAEScan be used to reliably assess activity levels in patientswith CF.

TABLE 5— Results of ICC Reliability Comparison for HAES (H), Activity Diary (D), and Accelerometer (A) Week 1 and Week 2Results

Validity comparison

HAES results Diary results Accelerometer results

ICC P-value ICC P-value ICC P-value

Week 1 vs. week 2 0.72 <0.0001 0.76 <0.0001 0.63 <0.0001

Morning week 1 vs. week 2 0.69 <0.0001 0.7 <0.0001 0.59 0.0001

Afternoon week 1 vs. week 2 0.71 <0.0001 0.8 <0.0001 0.55 0.0003

Evening week 1 vs. week 2 0.74 <0.0001 0.79 <0.0001 0.77 <0.0001

Weekday week 1 vs. week 2 0.75 <0.0001 0.89 <0.0001 0.74 <0.0001

Weekend week 1 vs. week 2 0.58 <0.0001 0.61 <0.0001 0.53 <0.0001

Inactive intensity week 1 vs. week 2 0.60 0.0001 0.38 0.03 0.81 <0.0001

Somewhat inactive intensity week 1 vs. week 2 0.67 <0.0001 0.46 0.005 0.38 0.04

Somewhat active intensity week 1 vs. week 2 0.55 0.0004 0.35 0.047 0.31 0.08

Active intensity week 1 vs. week 2 0.68 <0.0001 0.65 <0.0001 0.57 0.001

TABLE 6— Results of Intra-Class Correlation Coefficient Validity Analysis

Validity comparison Single measure ICC P-value

HAES vs. diary 0.58 <0.0001

HAES vs. accelerometer 0.44 <0.0001

Diary vs. accelerometer 0.59 <0.0001

HAES vs. diary morning 0.69 <0.0001

HAES vs. accelerometer morning 0.54 <0.0001

Diary vs. accelerometer morning 0.57 <0.0001

HAES vs. diary afternoon 0.41 0.0001

HAES vs. accelerometer afternoon 0.27 0.008

Diary vs. accelerometer afternoon 0.55 <0.0001

HAES vs. diary evening 0.67 <0.0001

HAES vs. accelerometer evening 0.51 <0.0001

Diary vs. accelerometer evening 0.66 <0.0001

HAES vs. diary weekday 0.62 <0.0001

HAES vs. accelerometer weekday 0.66 <0.0001

Diary vs. accelerometer weekday 0.63 <0.0001

HAES vs. diary weekend 0.54 <0.0001

HAES vs. accelerometer weekend 0.33 0.0002

Diary vs. accelerometer weekend 0.57 <0.0001

HAES vs. diary inactive and somewhat inactive 0.59 <0.0001

HAES vs. accelerometer inactive and somewhat inactive 0.40 0.0002

Diary vs. accelerometer inactive and somewhat inactive 0.42 <0.0001

HAES vs. diary somewhat active 0.29 0.004

HAES vs. accelerometer somewhat active 0.17 0.03

Diary vs. accelerometer somewhat active 0.33 0.0002

HAES vs. diary active 0.22 0.027

HAES vs. accelerometer active 0.38 0.0003

Diary vs. accelerometer active 0.51 <0.0001

6 Wells et al.

Author Proof

AThe patients in the current research had prior experiencein completing the HAES questionnaire and activity diary.While this likely improved the consistency of thereliability results in the current research, and is reflectiveof the typical results that would be obtained using theseinstruments as the subjects complete the HAES four times/year over a period of years, the reliability of the HAESinstrument as reported here may not apply to patients thatare inexperienced or new to activity assessment ques-tionnaires.

The results of the validity analysis suggest that therewere significant relationships between the activity levelsmeasured using the HAES and those obtained from theactivity diary and accelerometer, suggesting that theHAES is a generally valid instrument. This is supported by

the findings that results obtained using the HAES aresignificantly correlated with those obtained using anactivity diary that has been previously validated againstdoubly labeled water,11 or from a similar accelerometerthat has been previously validated against heart rate andenergy expenditure.17 Previous research has suggestedthat subjects typically over-report activity and higherintensity activities in particular.21 Similarly, the partic-ipants in the current research reported higher (non-significant) ‘‘somewhat inactive’’ (e.g., sitting) and higher(non-significant) ‘‘somewhat active’’ (e.g., walking)activities as assessed by the HAES and activity diarywhen compared to the accelerometer, although closeragreement was achieved at the ‘‘very active’’ (e.g.,running) intensity level. The significant associationsamong the instruments at the highest activity level isencouraging, especially in light of the recent article byHebestreit et al.9 who report that high levels of physicalactivity are associated with high aerobic capacity in CFpatients.

Interestingly, when the results of the HAES, activitydiary, and accelerometer were compared to the resultsfrom the accelerometer by activity level, the strength ofthe relationships were less than those found when makingother comparisons (see Table 6). This may be due toparticipants having difficulty remembering the exact timespent doing activities of lower intensity, while moreintense activities are easier to remember and report.However, these relationships were significantly correlatedacross all activity categories. This may be vital in CF asaerobic training and higher activity levels may beimportant in slowing the rate of decline of lung functionin this group.38

Accurate assessment of physical activity in CF iscritical for evaluation of the effectiveness of intervention

Fig. 2. Bland and Altman plot comparing the results from the

HAES instrument (H) to the activity diary (D). Units are number of

hours per category measured.

Fig. 3. Bland and Altman plot comparing the results from the

HAES instrument (H) to the accelerometer (A). Units are number

of hours per category measured.

COLOR

Fig. 4. Bland and Altman plot comparing the results from the

activity diary (D) to the accelerometer (A). Units are number of

hours per category measured.

HAES Reliability and Validity 7

Author Proof

Aprograms as well as for research on the impact of habitualactivity on health parameters. Physical activity has beenreported to have a positive impact on lung function in CFby (a) improving mucus clearance (22) and (b) having apositive impact on epithelial potential difference possi-bly leading to better mucus hydration.23 Unfortunately, ithas been reported that children with CF engaged in lessvigorous activity than their non-CF peers, despite goodlung function.24 In those patients with worse lungdisease, the amount of vigorous activity decreased withdecreasing FEV1. While the benefits of exercise trainingprograms have been demonstrated in CF,82526 thepositive results are generally short-term and difficult tomaintain, therefore changes in regular activity representa lifestyle modification which implies longer lastingbenefits.

The limitation of the current research is that it wasconducted using a relatively small number of participants,therefore the results should be interpreted carefully.Although the results of the current study suggest that theHAES is a generally reliable and valid instrument that canbe used to assess activities of varying intensity in patientswith CF, the sensitivity of the HAES to changes in activityremains to be established. The results of the currentresearch also highlights a major challenge for researchersand clinicians, that accurate measurement of habitualactivity is extremely difficult and a true criterion measureof physical activity outside of the laboratory has yet to bedeveloped. The moderate agreement that has been foundbetween the activity estimates obtained using the instru-ments in the current research highlights this challenge andsuggests that further research and efforts are required toclarify these measurements as physical activity remains anintervention with great potential for improving patienthealth in a variety of diseases.

CONCLUSIONS AND RECOMMENDATIONS

The findings of this study suggest that the HAESquestionnaire is a generally reliable and valid instrumentthat can be used to assess activity in patients with CF inadolescents and young adults. It is possible that theaccelerometer data collected for the inactive and some-what inactive categories may not be accurate, as themotion detector would not be able to distinguish betweenlying down and sitting, therefore this data should beinterpreted with caution. It is recommended that the‘‘inactive’’ (i.e., lying down) and ‘‘somewhat inactive’’(i.e., sitting) categories be merged into a single ‘‘inactive’’category for the CF population to increase the ease of useof the instrument and to allow for greater emphasis on the‘‘somewhat active’’ and ‘‘very active’’ levels of intensitythat have been shown to be related to improved lungfunction and aerobic capacity in CF patients.

ACKNOWLEDGMENTS

We are grateful to the Canadian CF Foundation and theIrwin Foundation at the Hospital for Sick Children Torontofor funding. Dr. Wells is supported by the Hospital for SickChildren Research Training Fellowship.

REFERENCES

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358.

6. Klijn PH, van der Net J, Kimpen JL, Helders PJ, van der Ent CK.

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1997;51:585–591.

12. Ekelund U, Sjostrom M, Yngve A, Poortvliet E, Nilsson A,

Froberg K, et al. Physical activity assessed by activity monitor

and doubly labelled water in children. Med Sci Sports Exerc

2001;33:275–281.

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Theriault G. A method to assess energy expenditure in children

and adults. Am J Clin Nutr 1983;37:461–467.

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R. Quantifying physical activity in daily life with questionnaires

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tory disease. New York: Churchill Livingstone; 1997.

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Exercise inhibits epithelial sodium channels in patients with

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Q1: Please check the affiliations.

Q2: Please check the placement of the inserted closing paren-

thesis.

Q3: Please provide the list of all the authors names for all et al.

references.

HAES Reliability and Validity 9

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