International Journal of Nursing Studies 38 (2001) 339–347
Stress, loneliness, and depression in Taiwanese rural
community-dwelling elders $
Jing-Jy Wanga,*, Mariah Snyderb, Merrie Kaasb
b
a
FooYin Institute of Technology, 151 Chinh-hsuen Road, Ta-Liao Hsiang, Kaohsiung Hsien, 83101, Taiwan
School of Nursing, University of Minnesota, 308 Harvard Street, 6-101WDH, Minneapolis, MN 55455, USA
Received 1 February 2000; received in revised form 30 March 2000; accepted 14 April 2000
Abstract
This study examined the stressors and stress levels, loneliness, and depression experienced by Taiwanese rural elders
and determine if differences in the level of stress were associated with specific person-environmental characteristics. The
relationship between stress and depression was also explored. A total of 201 older rural community residents
participated in the study. Findings showed that rural elders experienced a number of stressors related to health and
family issues. Differences in the degree of stressfulness of individuals differed by gender, educational level, living
arrangement, and socioeconomic status (SES). Findings in this study also showed that there was a high association
among stress level, depressive symptoms, and mood status. The findings of this study will assist community
health policy-makers in determining the need for health-related services for rural elders experiencing these
problems. # 2001 Elsevier Science Ltd. All rights reserved.
Keywords: Taiwanese; Stress; Loneliness; Depression
1. Introduction
The number of elders in countries throughout the
world is increasing. This is true in Taiwan where the
percentage of elders had increased to 8.2% in 1999
(Ministry of Interior, 1999). With recent modernization
and industrialization of Taiwan, the extended family has
gradually disappeared and has been replaced by the
nuclear family. Providing unlimited filial responsibility
will less likely exist in the Chinese society of the 21st
century. However, social norms , financial concerns, and
care quality issues are obstacles to the placement of
elders in nursing home. Thus, many elders continue to
live at home with a paucity of care resources. Statistics
show that 98% of Taiwanese elderly live in the
$
This study was supported by Zeta Chapter Sigma Theta
Tau International Research Grant.
*Corresponding author. Tel.: +886-7-7811151; fax: +886-77835112.
community (Guan, 1996). Also, the number of Taiwanese elderly who live with their adult children has
decreased dramatically during the past 10 years from
79.1 to 65.6% (Department of Budgets, Accounting &
Statistics, 1998). These data indicate that there will be
more elderly living apart from their adult children in the
future, especially among the rural elderly, since rural
elders are more reluctant to leave their farms, friends,
and relatives to live with children who have moved to a
city where better job opportunities exist.
Numerous studies in the United States have reported
that many rural elders do not have access to private or
public transportation, which limits their access to health
care (Gillanders and Buss, 1993). Allen (1990) reported
that fewer health and social services are available for
rural home elders, which can result in limited survival
and safety needs. This problem is also a reality in
Taiwan because the patient/physician ratio in rural areas
is 3,000-10,000 to 1 (Hsu et al., 1997). Because of the
geographic and physical isolation inherent in rural areas,
0020-7489/01/$ - see front matter # 2001 Elsevier Science Ltd. All rights reserved.
PII: S 0 0 2 0 - 7 4 8 9 ( 0 0 ) 0 0 0 7 2 - 9
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J.-J. Wang et al. / International Journal of Nursing Studies 38 (2001) 339–347
rural elders are believed to have greater physical
impairment, more chronic illnesses, and poorer health
behaviors then elders living in urban areas (Norton and
McManus, 1989). Studies on rural elders’ health and
health-related problems are needed to guide the practitioners in planning for health care for this group of
people.
Stress has often been cited as a health problem. High
levels of stress have caused negative health outcomes for
elders in the United States (Walters, 1993). It has been
documented in the literature in the United States that
high levels of stress can impair the health and well-being
of elders (Phillips and Murrell, 1994). Moreover,
evidence in literature in the United States also indicated
that stressors experienced by rural elders may differ from
those of urban elders. Studies in the United States have
also suggested that older people may differ from
younger people in either the appraisal of the stressfulness of a problem, the type of stressors reported, or the
amount of stress they encounter (Aldwin et al., 1996).
Few studies on stress in rural elders have been
conducted either in the United States or in Taiwan.
Only two studies regarding stress of Taiwanese elderly
have been conducted, and these two were conducted in
urban areas (Lin, 1998; Lin et al., 1996). Little
information is available about strategies and interventions that could be planned and implemented to reduce
stress in this group of elders. Identifying stressors and
stress levels and the possible relationship that high levels
of stress may have on health in rural elders is needed to
guide plans of care.
Loneliness and depression have been documented in
the literature as common and distressing problems for
many older people (Blazer, 1990; Lee, 1994). Loneliness
and depression are often correlates of multiple losses
and numerous life changes which are associated with the
aging processes (Cohen-Sachs, 1993; Lee, 1994). In the
literature on loneliness of elders in the United States as
many as 62% of elderly people were found to be lonely
(Johnson et al., 1993). In Taiwan, many elderly are
confronted with loneliness and lack of family contact
(Fu et al., 1988). However, data on the extent to which
loneliness is experienced by rural elders in Taiwan is not
available. Increased stress levels have been reported in
many studies as affecting mood and psychosomatic
symptoms of depression (Phifer and Murrell, 1986;
Snow and Crapo, 1982). Clinical researchers and
practitioners who focus on elders agree that depression
is the most prevalent psychological disorder of the aged
in both hospitalized and community settings (Blazer,
1990). Prevalence studies in the United States indicate
that as many as 44% of all persons over 65 years of age
living in the community show significant depressive
symptomatology (Blazer, 1990). The prevalence of
depression in Taiwanese rural elders is uncertain. Also,
the connection between depression and stress has been
supported by the finding of elevated blood cortisone in
depressed persons; the cortisone is the main circulating
steroid in persons with high levels of stress (Gershon and
Rieder, 1993). Most studies of stress in elders in the
United States have focused on coping strategies and the
relationship of stress to health status as opposed to
studies regarding the relationship between stress and
depression. No studies about the relationship of these
variables in Taiwanese elders were found. This lack of
data mandates the need for research on stress, loneliness,
and depression in Taiwanese elders so that if these
problems are present, interventions can be implemented
to alter these problems so as to provide higher quality
health care for this group of people.
The purpose of this study was to examine the stress
level and stressors experienced by Taiwanese rural elders
and to determine if differences in the level of stress exist
among this group of people on a variety of personenvironmental characteristics. Secondly, the study explored the prevalence of loneliness and depression in this
group. The relationship between stress and depression
was examined. The psychological stress theories of
Lazarus (1993) (cognitive appraisal theory) and Hobfoll
(conservation of resources theory) (1989), served as the
theoretical foundation for this study.
2. Methods
A cross-sectional design utilizing a descriptive-correlational approach was used. Face-to-face administration
of study instruments and direct observation of subject’s
affect were used.
2.1. Sample and setting
Subjects were required to meet the following criteria:
(1) 65 years of age or older; (2) non-institutionalized; (3)
able to speak in either Mandarin or Taiwanese; (4)
capable of verbal communication; and (5) demonstrate
no obvious cognitive impairments. The subjects were
recruited from two districts located in the southern part
of Taiwan. Study sites in two different districts were
used to avoid sampling bias. Five villages from the two
selected districts, which are rural in nature with a
population of 1962–2064 in each village, were randomly
selected as study sites. A village is a sub-unit of a district
and there are approximately 13 villages in a Taiwanese
district.
2.2. Measures
The revised Taiwanese Elderly Stress Inventory (RTESI) consists of 62 stressor items was developed by Lin
(1998) for use particularly with Taiwanese. Subjects
were asked to check whether they have experienced any
J.-J. Wang et al. / International Journal of Nursing Studies 38 (2001) 339–347
of the listed stressors since they turned 65 years old. For
those items they identified experiencing, they then rate
how much stress it caused them. Stressfulness is rated on
a seven-point scale ranging from (0) not stressful to (6)
extremely stressful. Scoring of the R-TESI is based on
the sum of the stressfulness for the stressors that the
subject has experienced. It does not include stressors
which have not occurred. One item ‘‘taking bus’’, which
is not relevant to rural Taiwanese elders, was replaced
with ‘‘transportation difficulty’’. Two stressor items,
farming and multiple worry/concern about future, were
added to the R-TESI. A Cronbach’s alpha coefficient of
0.80 was obtained in this study sample with 62 stressor
items, indicating adequate internal consistency.
The UCLA Loneliness Scale version 3 (RULS-V3) is a
20-item questionnaire which measures loneliness in
adults (Russell, 1996). Each item is rated on a fourpoint Likert-type answer with a range from (1) ‘‘never
feel this way’’ to (4) ‘‘often feel this way’’. Scores for the
20 items are summed. Positive worded items are reversed
before scoring. The scores may range from 20 to 80 with
a higher score indicating a higher level of loneliness. The
RULS-V3 has high internal consistency (Cronbach
alpha of 0.89 to 0.94). A high test-retest coefficient of
0.73 over 12 months was found (Russell, 1996). A
Chinese version of the RULS-V3 was developed for this
study and validation was provided by two Taiwanese
persons. In this study, the internal consistency of the
RULS-V3 was found to be 0.82.
The Geriatric Depression Scale short form (GDS-SF)
contains 15 items relating to depressed mood and
psychophysiological indicators of depression (Sheikh
and Yesavage, 1986). Respondents answer each of the
statements with (1) ‘‘yes’’ or (0) ‘‘no’’ in relation to how
they have felt over the past few weeks. Scores can range
from 0 to 15 with a cut-off point of equal to or greater
than seven suggesting a large number of depressive
symptoms. The GDS has been translated into Chinese
and validated with a psychiatric outpatient sample of
461 persons, aged 60 or above (Chan, 1996). Internal
consistency reliability was 0.89, and concurrent validity
was 0.96. In this study sample, a Cronbach’s alpha
coefficient of 0.82 was found.
The Apparent Emotion Rating Scale (AER) (Snyder
et al., 1998) was used for assessing subjects’ mood and
affect as another indicator of depression. The AER is an
observation instrument used to rate the presence or
absence of three positive affective states (pleasure,
interest, and tranquility) and three negative affective
states (anger, anxiety, and depression). The observer
reviews the indicators for each of the six emotions,
circles any of the indicators that were observed, marks
‘‘1’’ for any emotion which has one or more of the
indicators circled, and marks ‘‘0’’ for an emotion where
no indicators are circled. Scoring of the AER is done by
assigning 15 points for each of the positive emotions that
341
is present and 15 points for each of the negative emotions
that is absent. Total scores can range from 0 to 90 with a
higher score indicating a more positive affective state. A
Cronbach’s alpha of 0.56 was found in this study for the
indication of internal consistency of AER.
2.3. Procedure
Random selection of potential villages was initially
made. The investigator obtained a printout of persons
aged 65 years and older who resided in the five study
sites (villages) and their home addresses and telephone
numbers from each district population registration
office. The investigator randomly selected several ‘‘Lins’’
in each village (a Lin is a sub-unit of a village). A
convenience sample was obtained in each selected Lin.
Potential subjects were contacted by telephone to
determine if they were willing to learn more about the
study. Subjects were recruited through home visits. At
the beginning of the visit, the study was explained,
questions answered, and the consent form signed if an
elder decided to participate. As the investigator interacted with the potential subjects, she determined their
cognitive ability based on her assessment skills and
knowledge of frail elders. After subjects were recruited,
data were collected.
3. Results
A total of 201 subjects were enrolled in this study,
with a participation rate of 93%. Demographic information is shown in Table 1. The mean age of the
subjects was 73.4 (SD=6.36). The majority of the
subjects were younger than 75 years old. The sample
was quite evenly divided between males and females. A
high percentage of the subjects had received no formal
education. The majority of the subjects were married or
widowed. Over half of the sample reported that their
annual income was less than NT50,000 (US1,600).
3.1. Stressors and stress level
The most frequent stressors experienced were:
‘‘decrease in individual physical strength or tolerance’’,
experienced by 153 subjects (77.2%); ‘‘having grandchildren or great-grandchildren’’, experienced by 115
subjects (58%); ‘‘constant or recurring pain or discomfort’’, experienced by 114 subjects (57.5%); and
‘‘your own hospitalization’’, experienced by 107 subjects
(54%).
The scores for stressfulness ranged from 0 to 124
(possible score range=0–372) with a mean score of
39.61 (SD=23.7). The following stressors had the
highest stressfulness mean scores (range=0–6): ‘‘bad
habits such as gambling, alcoholism, drug abuse of
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J.-J. Wang et al. / International Journal of Nursing Studies 38 (2001) 339–347
3.2. Loneliness and depression
Table 1
Summary of demographic characteristics (N=201)
Variable
N
%
Domicile
Original Taiwanese
Mainland Taiwanese
172
29
85.6
14.4
66
57
43
24
7
4
32.8
28.4
21.4
11.9
3.5
2.0
Sex
Male
Female
86
115
42.8
57.2
Education
No education
Less than elementary school
Elementary school
Junior high school
High school
College graduate
138
12
31
9
7
4
68.7
6.0
15.4
4.5
3.5
2.0
Marital Status
Married
Widowed
Never married
Separated
Divorced
123
69
5
2
2
61.2
34.3
2.5
1.0
1.0
38
72
86
2
3
18.9
35.8
42.8
1.0
1.5
102
62
20
9
4
1
2
1
51.0
31.0
10.0
4.5
2.0
0.5
1.0
0.5
Age
65–69
70–74
75–79
80–84
85–89
>90
Living arrangement
Live alone
Live with spouse
Live with children
Live with grandchildren
Live with friends/neighbors
Annual income status
Less than NT50,000
Between NT50,000 and 100,000
Between NT100,000 and 200,000
Between NT200,000 and 300,000
Between NT300,000 and 400,000
Between NT400,000 and 500,000
More than NT500,00
Missing
family members’’ (M=4.74; SD=1.63); ‘‘death of your
spouse or children’’ (M=4.69; SD=1.53); ‘‘divorce or
separation of your children’’ (M=4.10; SD=1.61);
‘‘unsuccessful in arranging meeting between your child
and prospective mate’’ (M=4.07; SD=1.84); ‘‘constant
or recurring pain’’ (M=4.07; SD=1.62); ‘‘decrease in
individual physical strength or tolerance’’ (#40)
(M=4.02; SD=1.83); and ‘‘multiple worry/concerns
about future’’ (M=4.02; SD=1.92).
The scores for loneliness ranged from 25 to 67
(possible score range=20–80), with a mean score of
43.59 (SD=9.30). Sixty-eight subjects (39.8%) experienced a low level of loneliness; 97 subjects (56.7%)
experienced a medium level of loneliness; and only six
subjects (3.5%) experienced a high level of loneliness
according to the classification proposed by the investigator (low : 20–40; medium : 41–60; high : 61–80). ‘‘There
are people who really understand you’’ and ‘‘Feel
outgoing and friendly’’ (M=2.66 and 2.60; SD=0.93
and 1.05) (item range=0–4) were the items receiving the
highest mean scores while ‘‘Feel in tune with people
around you’’ had the lowest mean score (M=1.66;
SD=0.80) as compared to the other items. A higher
score indicates a higher level of loneliness.
The scores on GDS-SF for depressive symptoms
ranged from 0 to 15 (possible score range=0–15) with a
mean of 7.58 (SD=3.89). One hundred and twelve
subjects (55.7%) had scores equal to or greater than 7
(indicating higher level of depression) while 86 subjects
(42.8%) had scores below 7 (indicating lower level of
depression). The scores of AER for depressive mood
status ranged from 45 to 90 (possible score range=0–90)
with a mean of 83.50 (SD=13.32). Seventy percent of
the subjects (n ¼ 139 ) had scores of 90 and only 6.6% of
the subjects (n ¼ 13 ) had scores of 45. Forty-five of the
subjects were ranked as having depressive symptoms on
the GDS-SF were observed to have a depressed mood
(GDS 7) while only three subjects were observed to
have a depressed mood in the non-depressed group
(GDS-SF57). The agreement between the GDS-SF
score and depressive mood in the AER was statistically
significant (w2 ¼ 31:74 ; p50:000 ).
3.3. Differences in stressfulness on selected demographic
variables
Analysis of variance with pairwise comparisons of
groups was performed to compare the mean scores of
stress level by domicile, age, sex, educational levels,
marital status, living arrangement, and SES (socialeconomic status). A statistically significant difference was found between males and females
( p50:001; df ¼ 196 ) with females having higher stress
scores. Likewise, a statistically significant difference in
stressfulness scores was found among subjects with
different educational levels. The mean score of stressfulness for those who received no education was much
higher than that found in subjects who had received
some education; a significant difference among groups
was found (p50:001; df ¼ 2; 195). However, elders who
were non-educated had significantly higher mean
stressfulness score than those who had received little
or greater level of education (see Table 2).
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J.-J. Wang et al. / International Journal of Nursing Studies 38 (2001) 339–347
Table 2
Comparison of the mean stress level by demographic variables (N=198)
Variable
N
Mean
Domicile
Original Taiwanese
Mainland Taiwanese
169
29
39.73
38.82
65
55
43
35
35.95
43.67
35.53
45.00
Age
65–69
70–74
75–79
>80
Within group ( p-value)
Between group ( p-value)
0.849
0.099
0.000c
Sex
Male
Female
84
114
32.78
44.63
Educational level
No education
Little education
137
42
44.83
27.45
0.000c
No education
More education
137
19
44.83
28.78
0.007b
Little education
More education
42
19
27.45
28.78
0.78
120
78
37.62
43.20
38
70
49.13
36.70
0.013a
Live alone
Live with children and others
38
90
49.13
37.84
0.013a
Live with spouse
Live with children and others
70
90
36.70
37.84
0.75
Marital status
Married
Widow, single, separated
Living arrangement
Live alone
Live with spouse
0.000c
0.085
0.020a
0.002b
SES
Low income
Medium income
100
62
46.00
34.67
0.003b
Low income
High income
100
35
46.00
29.37
0.001c
62
35
34.67
29.37
0.15
Medium income
High income
a
Significant at 0.05 level (2-tailed).
Significant at 0.01 level (2-tailed).
c
Significant at 0.001 level (2-tailed).
b
A statistically significant difference was found among
the stressfulness scores for persons with different living
arrangements (p¼ 0:02; df ¼ 2; 195). Elders who lived
alone experienced a higher level of stress as compared to
elders who lived with their spouse or others (children,
grandchildren, friends, or relatives). A significant
difference was also found among subjects with different
social economic backgrounds ( p50:01; df ¼ 2; 194Þ:
The mean stressfulness score in the low income group
was significantly higher than the mean stressfulness
score in the medium and high income group (see
Table 2).
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J.-J. Wang et al. / International Journal of Nursing Studies 38 (2001) 339–347
3.4. Relationship between stress and depression
To determine the relationship among stress, depressive symptoms, and depressed mood, a Pearson correlational analysis was carried out. The relationships of
stress level (from the TESI), depressive symptoms (from
the GDS-SF), and depressed mood status (from the
AER) are shown in Table 3. The stress level was
positively associated with depressive symptoms
(r ¼ 0:55; p50:001) and negatively associated with
depressed mood status (r ¼ 0:46; p50:001 ). Elders
with higher levels of stress demonstrated more severe
depressive symptoms and had lower mood status scores
than elders with lower levels of stress. Depressive
symptoms (from the GDS-SF) had a strong negative
association with depressed mood status (from the AER)
(r ¼ 0:44; p50:001 ). Elders with higher depressive
symptom score had lower mood status scores than
elders with lower depressive symptom scores.
4. Discussion
Findings in this study showed that rural elders
experienced a number of different stressors and had a
higher level of stress than revealed in Lin’s (1998) study
of urban elders. Scores on the loneliness scale indicated
that relatively few respondents experienced a high level
of loneliness. However, the scores on loneliness were
higher than that those reported in community studies
conducted in the United States. In addition, scores on
the GDS-SF indicated that a majority of the elders had
depressive symptoms. Differences in the degree of
stressfulness of individuals were found to be related to
the demographic variables of gender, educational level,
living arrangement, and SES. Findings in this study also
showed that there was a high association among stress
level, depressive symptoms, and mood status.
A decrease in individual physical strength and pain or
discomfort were the two stressors most frequently
experienced by subjects in this study. These two stressors
Table 3
Correlation coefficients among stress, depressive symptoms,
and depressed mood
Stress level
Depressive symptoms
0.546a
(195)
Depressive mood status
0.463a
(195)
a
Significant at 0.001 level (2-tailed).
Depressive
symptoms
0.440a
(193)
experienced by rural Taiwanese elders were similar to
those reported by urban Taiwanese elders and by elders
in the United States (Backer, 1995; Lin, 1998). The
similarity between urban and rural elders confirms that
health problems are a common stressor experienced by
elders. The presence of functional losses due to
progressive chronic disease was supported by findings
in a number of studies (Backer, 1995; Johnson et al.,
1993); elders with functional deterioration and pain
often experience more stressful feelings. The investigator
made observations during the interviews. Difficulty in
walking due to cardiovascular accidents, fractures, and
hearing loss were found in a large number of the subjects
in the study. Difficulty in walking may increase stress as
a person may feel insecure in moving to reach objects.
Some elders expressed a fear of being unable to call for
help when a medical emergency would occur. Others
were concerned about their lack of financial support as
they were unable to work because of physical disabilities. Health professionals need to acknowledge and
assess for these problems in rural elders and then plan
care that will help them to increase their functional
ability.
The stressor of having grandchildren and great
grandchildren may be specific to participants in this
study who were primarily original Taiwanese and
between 65 and 75 years old. Fourteen subjects during
the interview pointed out that caring for grandchildren
is stressful and that they have to take full responsibility
for their grandchildren when their adult children are
absent from home during the day time. Health professionals can assist elders by providing information about
resources such as day care services for their grandchildren or great/grandchildren.
The stressors most frequently experienced by the
study subjects were not necessarily the ones that caused
the highest stress level. It is not surprising that stressors
that were deemed most stressful related to family
problems such as bad habits of children, death of family
members, divorce or separation of children, and lack of
success arranging a meeting between a child and a
prospective mate. Although it is not the responsibility of
elderly people in pairing their children with a prospective mate, the family-oriented nature of the Chinese
culture, children are often the primary concern of elders.
Many family events become stressors that cause high
stress levels for elderly parents. This could be discussed
with elders’ family members because then they can have
a better recognition and understanding of their aging
parents’ concerns. A social support system could be
established to compensate for the losses experienced by
their parents.
Rural Taiwanese elders had a higher level of stress
than did urban elders. A mean score of 39.6 on the TESI
was found in this study as compared to a mean of 22.4 in
a study of urban elders (Lin, 1998). This higher level of
J.-J. Wang et al. / International Journal of Nursing Studies 38 (2001) 339–347
stress could possibly be explained by rural elders having
a lower educational level, poorer living arrangements,
and a lower socioeconomic status than urban elders.
Another explanation might be the lack of health and
financial support inherent in rural areas as compared to
urban areas. Rural areas are more isolated and thus
resources are less available. Therefore, educational
programs for elders which focus on stress-coping
strategies is suggested. Educating Taiwanese rural elders
to engage in healthier behaviors to help them achieve
and strengthen their roles may help to decrease their
feelings of stress.
Findings indicated that gender, educational level,
living arrangement, and SES were significantly associated with the level of stress experienced by rural elders.
The perceived level of stress for females was significantly
higher than that reported by males. This finding might
be due to the fact that many elderly women in Taiwan
are greatly influenced by decisions made by their
husbands. When stressful situations are encountered,
they may feel they have little control over events in their
lives. The illiteracy rate for older Taiwanese women was
about four times higher than that of the elderly men
(Ministry of the Interior, 1998). Furthermore, the
population profile of Taiwanese elders shows that
women live longer than men. Thus, it is assumed that
women must not only cope with the bereavement of the
loss of their spouses but also with the economic decline,
loss of independence, and loss of social status that often
accompanies widowhood (Hansson and Carpenter,
1990).
The other factor which contributed to a higher level of
stress was educational level. Health professionals need
to take educational level into consideration when
assessing for community elders’ stress because a lower
educational level can limit elders’ knowledge and ability
of problem solving. Home health care services need to be
planned to these illiterate elders with tasks such as
making phone calls. Lecture materials for educational
programs for community elders should consider their
knowledge and ability of understanding.
Living alone and low income were also found to be
associated with higher levels of stress. This finding is
consistent with the finding reported by Mumford et al.
(1997). Elders who live alone are more likely to lack
social and emotional support than elders who live with
others. The absence of these resources can contribute to
elders being isolated and could contribute to higher
stress levels. The changing society in Taiwan is placing
greater financial hardships on Taiwanese elders. Thus,
financial strain is likely to continue to be a stressor
experienced by Taiwanese elders. Government policy
regarding financial support for those low income elders
are needed.
Higher levels of stress were significantly associated
with depressive symptoms and a negative mood status.
345
These findings were further validated by the TESI and
the AER instruments. When the researcher read the
stressor items to the subjects, some cried or appeared
sad in mood. When asked, ‘‘Have you experienced a
death of your spouse or children since you turned 65?’’ a
number of subjects started to cry. Comments included ‘‘I
am useless, full of pain in my whole body, I should have
been dead for long...,’’ and ‘‘I’m in discomfort all the
time; I have no meaning to be alive’’. Facial expressions
such as tearfulness, slow responses, and eyes downcast
were indications of a depressed mood. The high
association between the stress level and level of
depression found in this study suggests that there is a
need to examine and identify specific interventions
which can reduce the stress level of rural elders. It will
then be necessary to test and then implement these
interventions.
Although loneliness was reported by many subjects
(60%), only 3.5% of the subjects experienced high level
of loneliness. Studies on loneliness of rural elders in the
United States reported a range of 35–64% (Holmen et
al., 1992; Johnson et al., 1993); in Israel, 33% were
lonely (Stessman et al., 1996). Rural people live in small
communities tend to be more closely knit than urban
people in Taiwan. Thus, even though elders did not have
family living close by them, they may have received
support from their neighbors. The characteristics of
rural communities in Taiwan differ from those in the
United States. Rural people live in villages and go out to
their rice paddies. This living arrangement facilitates
inter-connection among neighbors. This living arrangement may contribute to the differences in the findings in
this study and those of rural elders in the United States.
The percentage of Taiwanese elders who had depressive symptoms was higher than that reported in studies
of American community-dwelling elders. Also, the
prevalence of depressive symptoms in this study was
higher than that found in previous studies of urban
Taiwanese elders. The high prevalence of depression in
this study suggests the importance of identifying early
symptoms of depression. Because the GDS-SF consists
of 15 items and takes less than 5 min to administer, it can
be integrated into the routine assessment to screen for
depressive symptoms in community elders. To recognize
possible depression through observing mood status
(such as non-verbal facial expression) is suggested
because older people may deny feelings of depression.
Findings from the AER were validated by the scores of
the GDS in this study. This has clinical implications as
community nurses can easily identify depression in
elders by administering the AER while conducting
routine assessments of their clients.
Curricula for community health nurses should contain
content about aging, loss, impact of family dynamics,
social isolation in rural areas, and mental health
problems encountered in elders. Findings from this
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J.-J. Wang et al. / International Journal of Nursing Studies 38 (2001) 339–347
study also indicate that there is a desperate need for
mental health services in rural Taiwan. District local
health office should provide mental health care in
addition to the routine physical health care to rural
elders. Referral may be done for those in severe mental
health needs. Current policy does not provide community elders with adequate health care, particularly with
mental health services. Therefore, changes in Taiwanese
health policy are needed so rural elders can receive
mental health services that will help to diminish their
stress and promote health.
Findings of this study indicate the presence of
problems that interfere with health and happiness. Plans
are being initiated by the Taiwanese government to push
policies that encourage more community-based care in
the 21st century (Ministry of the Interior, 1999).
Attention needs to be given to ways to provide elderly
in their twilight years with happiness and dignity.
4.1. Limitations
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Allen, M., 1990. Homebound aging women and the management of stress. Home Healthcare Nurse 8 (4), 30–33.
Backer, J., 1995. Perceived stressors of financially secure,
community-residing older women. Geriatric Nursing 16 (4),
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Blazer, D., 1990. Emotional Problems in Later Life. Springer,
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Chan, A.C., 1996. Clinical validation of the geriatric depression
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Cohen-Sachs, B., 1993. Coping with the stress of ageingcreatively. Stress Medicine 9, 45–49.
Department of Budgets, Accounting & Statistics, 1998.
Statistics of Taiwanese Elderly, from 1987 to 1995. ROC.
Fu, C., Tseng, L., Lee, C., 1988. The recognition and
perspectives of comprehensive insurance plan for public
health nurse. Nursing Research 4 (4), 375–386.
Gershon, E.S., Rieder, R.O., 1993. Major disorders of mind
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Brain. Freeman and Co, New York, pp. 91–100.
Gillanders, W.R., Buss, T.F., 1993. Access to medical care
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Practice 34, 37.
Guan, H., 1996. Types of living arrangement and its associated
problems for taiwanese elderly. Annual Elderly Education
Conference, Taipei.
Hansson, R.O., Carpenter, B.N., 1990. Relationship competence and adjustment in older adults: implications for the
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Holmen, K., Ericsson, K., Andersson, L., Winblad, B., 1992.
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Hsu, R.C., Lin, M., Chou, M., Lin, M., 1997. Medication use
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The researcher acknowledges limitations relevant to
methodological and sampling issues. First, subjects in
this study were from the southern part of Taiwan and
had a lower level of education, a higher rate of living
alone or with spouse, and a lower socioeconomic status
than had been found in studies of urban Taiwanese
elders. Caution needs to be exercised in generalizing the
findings of this study to elders living in urban areas and
in the northern part of Taiwan or to elders who are
institutionalized. Second, the data in this study were
gathered at one point in time. The subject’ perception
may have been influenced by covariate factors. Thus, the
interpretation of the results is constrained by the crosssectional nature of the data. Lastly, problems such as
difficulty in understanding the Likert-type scale and
tiredness of the subjects were encountered in the
administration of the R-TESI and the RULS-V3
instruments. These problems may have affected the
scores obtained and thus weaken the validity of the
study. Also, the low alpha level (r ¼ 0:56 ) for internal
consistency of the AER placed further concern for the
reliability of using this instrument.
4.2. Recommendations for future research
Based on the results of this study, the recommendations for future research include: (1) the high incidence
of stress and depression in rural Taiwanese elders found
in this study suggest the need for studies on the efficacy
of interventions for treating and preventing stress and
depression in older rural community-dwelling elders; (2)
further research is needed to explore the dynamics of the
person-environment characteristics and how these influence the stress perception of rural elders; (3) subjects in
this study had an extremely high prevalence of
depressive symptoms. Correlational studies are needed
to examine the relationship between depression and
quality of life in rural community elders; and (4)
difficulties in administering the TESI warrant the
development of a shorter instrument to identify stressor
and measure the stress level in elders.
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