Cross-Validation of the Taiwan Version of the Moorehead–Ardelt Quality of Life Questionnaire II with WHOQOL and SF-36
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- Chang, CY., Huang, CK., Chang, YY. et al. OBES SURG (2010) 20: 1568. doi:10.1007/s11695-009-9813-y
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Obesity has become a major worldwide public health issue. There is a need for tools to measure patient-reported outcomes. The Moorehead–Ardelt Quality of Life Questionnaire II (MA II) contains six items. The objective of this study was to translate the MA II into Chinese and validate it in patients with morbid obesity.
The MA II was translated into Chinese and back-translated into English by two language specialists to create the Taiwan version, which was validated by correlations with two other generic questionnaires of health-related quality of life (HRQOL), Medical Outcomes Study 36-Item Short-Form Health Survey (SF-36), and World Health Organization Quality of Life (WHOQOL)-BREF Taiwan version. The convergent validity was accomplished by a series of Spearman rank correlations. Reliability of the MA II Taiwan version was determined by internal consistency obtained by Cronbach’s alpha coefficient and test–retest reliability obtained by intraclass correlation coefficient.
One hundred subjects with morbid obesity were enrolled to test the MA II Taiwan version convergent validity and internal consistency. Test–retest studies (2 weeks apart) were applied to 30 morbidly obese patients. Satisfactory internal consistency was demonstrated by a Cronbach’s alpha coefficient of 0.79. Good test–retest reliability was shown by intraclass correlations ranging from 0.73 to 0.91. The total sum of MA II scores was significantly correlated with all four domains of the WHOQOL-BREF and two major components of SF-36 (all correlations, p < 0.01; range, 0.44–0.64). All six MA II items showed significant correlations with each other (r = 0.34–0.69, p < 0.01), and the total sum of MA II scores was negatively correlated with body mass index (r = −0.31, p < 0.01), indicating a one-dimensional questionnaire of HRQOL.
The MA II Taiwan version is an obesity-specific questionnaire for QOL evaluation with satisfactory reliability and validity. It has the advantages of extensive evaluation for HRQOL, cross-cultural application, rapid completion, high response rates, and an advanced scoring system.
KeywordsMorbid obesity Quality of life Validation WHOQOL-BREF SF-36
The prevalence of obesity has increased markedly in the past 20 years, becoming a major public health issue not only in the western countries but also in Asia [1, 2, 3, 4, 5]. Many obesity-related comorbidities have been documented [6, 7]. These comorbidities consume considerable medical resources worldwide. Individual quality of life is also significantly influenced by obesity. In general, increases in body mass index (BMI) are correlated with poorer health-related quality of life (HRQL) . Many instruments are currently available to measure the HRQL of subjects with obesity, including the Medical Outcomes Study 36-Item Short-Form Health Survey (SF-36) [9, 10, 11, 12], the World Health Organization Quality of Life (WHOQOL) instruments , and the Impact of Weight on Quality of Life (IWQoL) questionnaire [13, 14]. Of the many methods for treating obesity that have been introduced, bariatric surgery and behavioral and pharmacologic methods are reported to be effective based on short-term and/or long-term weight loss [15, 16, 17], decrease in the incidence of comorbidities, and improvement in patients’ HRQL [9, 18, 19, 20]. To corroborate this evidence, it is crucial to have a sensitive psychometric tool for detection of obesity-related impairment of quality of life.
The Moorehead–Ardelt Quality of Life Questionnaire, part of the Bariatric Analysis and Reporting Outcome System (BAROS) , is a condition-specific instrument for use with obesity that can be used independently. BAROS has been utilized in many countries [11, 22, 23, 24] and has become one of the standard outcome evaluations for bariatric surgery. The original Moorehead–Ardelt Quality of Life Questionnaire was created to measure postoperation outcome. This questionnaire was improved in 2003 in a second edition Moorehead–Ardelt Quality of Life Questionnaire II (MA II) based on suggestions from users . MA II contains six items (Q1–Q6) and can be applied for both pre-intervention and postintervention assessments .
The WHOQOL group was initiated by the World Health Organization in 1991 [27, 28]. The WHOQOL is a generic QOL instrument with two unique features. It assesses physical, psychological, social, and environment domains comprehensively. It is also a cross-cultural questionnaire developed for use across different patient groups located in different countries . The WHOQOL group later simplified the standard questionnaire to a short form called WHOQOL-BREF . This simplified questionnaire is a sensitive tool for evaluation of HRQOL in patients with various diseases, including morbid obesity [8, 31, 32, 33, 34]. The aims of the present study were to translate the MA II into Chinese and then cross-validate it with the Taiwan version of WHOQOL-BREF and SF-36 among subjects presenting at an obesity clinic.
This study was approved by the Institutional Ethics Committee of E-Da Hospital, I-Shou University. All patients with morbid obesity who came to the Bariatric Center before or after surgery during January 2007–July 2008 were invited into this study. Each patient signed an informed consent form prior to the interview. The surgery has been regularly performed in this hospital and the majority received laparoscopic Roux-en-Y gastric bypass procedure. We adopted the recommendation of the Asia-Pacific consensus , which stipulates that to be eligible for bariatric surgery, patients must be between age 18 and 65 years and their BMI must fall between 32 and 40 kg/m2 with obesity related comorbidities, or their BMI must be more than 40 kg/m2.
Translation of the Moorehead–Ardelt Quality of Life Questionnaire II
We obtained the permission of professor Moorehead to translate and validate the MA II into a Taiwanese version. The MA II was translated into Chinese and back-translated into English, respectively, by two specialists familiar with these two languages to create the Taiwan version. Five patients with morbid obesity were invited to check the wording and meanings of the original MA II Taiwan version. Finally, the MA II Taiwan version was created after careful discussion in the expert focus group, which was composed of a dietician, a nurse, and physicians with five different specialties (namely, psychiatry, obstetrics–gynecology, surgery, internal medicine, and urology).
Validation of the Moorehead–Ardelt Quality of Life Questionnaire II
The MA II Taiwan version is the same as the original questionnaire, which includes six items (Q1: general self-esteem, Q2: physical activity, Q3: social contacts, Q4: satisfaction concerning work, Q5: pleasure related to sexuality, Q6: focus on eating behavior) and specific color-illustrated graphic symbols to help patients to understand the items cross-culturally. With this version, the score of each item is equally weighted and uses a ten-point Likert scale. The reliability of the MA II Taiwan version was determined by internal consistency obtained by Cronbach’s alpha coefficient and the test–retest reliability was obtained using an intraclass correlation coefficient (ICC).
The MA II Taiwan version was validated by its concordance with two other generic health-related quality of life questionnaires, the Taiwan versions of the SF-36 and the WHOQOL-BREF. The convergent validity was tested by a series of Spearman rank correlations among the three questionnaires. The Taiwan version of the WHOQOL-BREF contains four domains (physical, psychological, social, and environment), including the 26 original items of the WHOQOL-BREF, plus two culture-specific questions as national items for Taiwan. One item addressing “respect from others” was categorized into the social domain and another corresponded to “eating what one likes to eat” and was included in the environment domain. The method of application, the scoring procedures, and reference time point (during the last 2 weeks) were the same as for the original WHOQOL-BREF . The SF-36 Taiwan version is the first version of SF-36, which contains eight scales (physical functioning, physical role, bodily pain, general health, vitality, social function, emotional role, and mental health). The method of application, the scoring procedures, and the reference time point (during the last 4 weeks) were the same as for the original SF-36 .
We first conducted a descriptive analysis and listed the frequencies of the patients’ demographic characteristics. Internal consistency was indicated by Cronbach’s alpha coefficient, which was considered useful at a level 0.70. The test–retest reliability was determined by ICC. An ICC value of 0.51–0.70 indicated acceptable agreement, an ICC value of 0.71–0.90 meant good agreement, and an ICC value greater than 0.90 indicated almost excellent agreement. Different domains of the WHOQOL-BREF and different scales of the SF-36 were subsequently summarized. The total scores for MA II were obtained by the sum of scores from each item. The convergent validity was accomplished by a series of Spearman rank correlations between MA II and the aforementioned two generic health related QOL questionnaires, WHOQOL-BREF and SF-36. The test instruments were considered significant at p < 0.01. Multiple linear regression models were constructed by using the total sum of MA II scores as the dependent variables, while BMI, age, sex, years of education, employment, and marital status were included as the independent predictive variables. A forward stepwise strategy was applied to select significant independent variables with p < 0.05 as the inclusion criterion. All data were collected and analyzed using of SPSS Version 12.0.
Demographic characteristics of patients with obesity enrolled for validation of MA II, Taiwan version
Preoperation (n = 50)
Postoperation (n = 50)
Overall (n = 100)
Age (mean ± SD, range)
31.6 ± 10.4 (18–59)
30.3 ± 9.2 (19–53)
31.0 ± 9.8
Sex (% female)
Diabetes mellitus (%)
Weight (kg; mean ± SD, range)
109.6 ± 26.8 (80.0–201.0)
90.9 ± 23.6 (57.8–160.6)
99.8 ± 26.7
Height (cm; mean ± SD, range)
167.8 ± 10.6 (150.3–182.8)
166.5 ± 8.3 (150.4–180.8)
167.1 ± 9.4
BMI (kg/m2; mean ± SD, range)
38.9 ± 9.2 (31.5–69.5)
32.6 ± 6.9 (22.3–50.0)
35.6 ± 8.7
Reliability of MA II Taiwan Version
Satisfactory internal consistency was demonstrated by a Cronbach’s alpha coefficient of 0.79. Good agreement on test–retest reliability was based on high intraclass correlations: general self-esteem, 0.89 (range, 0.79–0.95); physical activity, 0.73 (range, 0.51–0.86); social contacts, 0.77 (range, 0.58–0.89); satisfaction concerning work, 0.89 (range, 0.77–0.94); pleasure related to sexuality, 0.91 (range, 0.82–0.96); and focus on eating behavior, 0.81 (range, 0.65–0.91).
Validity of MA II Taiwan Version
Correlation of MA II, WHOQOL-BREF, and SF-36 scores among preoperation and postoperation groups
Pre-OP (n = 50)
Post-OP (n = 50)
Overall (n = 100)
Matrix of correlation coefficients among the WHOQOL-BREF, SF-36, and MA II scores
Multiple linear regression analysis of total sum of MA II scores in patients with morbid obesity
Partial R square
The most important finding from this study is the broad coverage of QOL concepts by the MA II questionnaire. With just six questions, it measures all four domains and two components included in the generic questionnaires WHOQOL-BREF and SF-36, respectively, as shown in the correlation matrix presented in Table 3. We also found that all six items of MA II were significantly correlated with each other (r = 0.34–0.69; p < 0.01). With the additional evidence of significant correlation between the total sum of MA II and BMI level (Fig. 1), the present study corroborates the hypothesis that MA II may be a one-dimensional questionnaire of HRQOL . If we collect the postoperation group with a longer time after surgery, such as 1 year, or include the normal population without obesity, the change of BMIs value could possibly be more dramatic. Thus, future studies of responsiveness of MA II had better include subjects with a wider range of BMIs to corroborate the above prediction. The MA II scoring system has been changed so that each item was weighted equally under a ten-point Likert scale. Thus, the total sum of scores represented the HRQOL of obese patients and would be a suitable indicator for future cost-effective analyses focused on controlling obesity.
Although generic instruments, such as WHOQOL-BREF  or SF-36 [9, 10, 11, 12], have been proven to be useful for measuring QOL in an obese population, these surveys have 26 and 36 items, respectively, and generally require a longer period of time for completion. For comparison, a review by Duval et al.  reported that nine other obesity-specific quality of life questionnaires contained between eight and 74 items. For example, the IWQoL questionnaire, which is probably the most frequently used obesity-specific QOL questionnaire with good reliability, validity, and responsiveness, has proven its clinical usefulness in many studies [13, 14]. However, this survey includes 74 items and even the IWQoL-Lite has 31 items. On the other hand, the MA II has only six questions. In our experience, it could be completed within 1 or 2 min and the response rate was usually above 95% in clinical application. Moreover, each question of the MA II has a specific color-illustrated graphic symbol to assist patients in understanding the concepts cross-culturally. In this study, we applied the WHOQOL-BREF and SF-36 in our measurements; both of which have been demonstrated as excellent cross-cultural instruments for different patient groups and in different countries [29, 37, 38, 39]. Through cross-validation with the above two instruments, MA II has demonstrated its excellent cross-cultural potential.
MA II  was modified from the first edition of Moorehead–Ardelt Quality of Life Questionnaire . The wording has been changed to be less suggestive so that it can be utilized with obese subjects either before or after operation. Moorhead et al.  validated the MA II by testing 110 obese patients before bariatric surgery. In our study, MA II data were collected from subjects with obesity both preoperation and postoperation. More than satisfactory reliabilities were obtained with a Cronbach’s alpha coefficient of 0.79 and intraclass correlation coefficients between 0.73 and 0.91. The present study also demonstrated good convergent validity between MA II and SF-36, as well as MA II and WHOQOL-BREF (Table 2). The MA II scores were correlated with all eight scales of the SF-36 (all correlations, p < 0.01). However, the American validation project of the MA II did not correspond to physical functioning scale of SF-36 . The difference might be due to the different characteristics of study populations between our study and the American validation project. Since we included both preoperation and postoperation subjects, the ranges of the BMI and QOL values would be wider, which more likely showed a statistically significant correlation. Table 2 indicated that the MA II scores had no correlation with the score of physical functioning scale in SF-36 for the preoperation individuals only, but showed a significant correlation after we included the postoperation subgroup. Good MA II construct validity was also validated by significant correlations with all domains of the WHOQOL-BREF (p < 0.01; Table 2). Therefore, the MA II was proven to be useful not only with obese patients after operation but also with patients before intervention.
In conclusion, the MA II Taiwan version is an obesity-specific questionnaire for QOL evaluation with satisfactory reliability and validity. It has the advantages of comprehensive coverage of four domains of QOL, cross-culture application, consists of only six items (time-saving) with an advanced scoring system, and is most likely unidimensional. Future demonstration of responsiveness may be useful for wider clinical application.
This study is partially supported by a project from the National Science Council, Executive Yuan of Taiwan (96-2628-B-002-071-MY3). We thank Melodie K. Moorehead, Ph.D., ABPP to permit us to translate and validate the MA II into a Taiwanese version. Both the BAROS and MA II are copyright protected instruments and Lifetime Licensing Agreements are available at the website (http://www.drmoorehead.com/).
None of the authors holds any significant financial interest in the product discussed that would represent a conflict of interest.
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