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Table 1 Methodological characteristics of the included quantitative studies

From: How to explore the needs of informal caregivers of individuals with cognitive impairment in Alzheimer’s disease or related diseases? A systematic review of quantitative and qualitative studies

Setting (Year / country)

Authors

CG sample

Needs assessment methods of the quantitative studies

Administration

Aim of the instrument

Domains - scale

Specific cognitive impairment

validated instrument

Recipient

1) In Mild Cognitive Impairment (MCI)

 MCI and AD

   2010/USA [21]

Ryan et al.

80 informal CGs (25 MCI and 55 AD); 68.8% female; 75% spouse; mean age = 64.1 years

Self-administered

Support and service needs

List of 18 services: medical, social and community, mental health, and other. Three-point rating scale.

yes

No, questionnaire developed for the study

CG

 MCI and dementia

  2005/ Canada [37]

Aminzadeh et al.

141 informal CGs; 61.7% female; mean age = 60.1 years

Self-administered

CG’s needs, goals and outcomes

List of educational, support and care management needs (11 items).

yes

No, questionnaire developed for the study

CG

  2011/USA [38]

Johnston et al.

15 CGS (8 dementia, 7 MCI)

By telephone

Patient’s and CG’s needs

15 care recipient need domains (77 items) and 4 CGs need domains (12 items): safety, management of cognitive and noncognitive symptoms, medical comorbidities, daily activities, CG education and support needs. Three-point rating scale.

yes

Yes - The Johns Hopkins Dementia Care Needs Assessment.

Psychometric properties not formally tested / concurrent validity with QOL measures [39].

CG + patients

2) In Alzheimer’s Disease and Related Disorders (ADRD)

 2002/USA [40]

Wackerbarth et al.

128 informal CGs; 74.6% female; 34.7% spouse; mean age = 78.5 years

Self-administered

Information and support needs

Needs assessment surveys based on the results of 28 previously conducted in-depth interviews with CGs. Three sections: 20 information needs, 19 support needs and information about the caregiving experience. Four-point rating scale.

yes

No, questionnaire developed for the study

CG

 AD

  1987/ USA [41]

Simonton

No participant

Self-administered

Information needs

15 questions with a five-point rating scale.

yes

No, questionnaire developed for the study

CG

  1990/USA [42]

Fortinsky et al.

115 informal CGs (58 active CGs, 57 former CGs); 79.1% female; 47.8% spouse; mean age = 58 years

Self-administered

Information and service needs

Types of information and services desired and how much information was provided to them at the time of diagnosis.

yes

No, questionnaire developed for the study

CG

  1992/USA [43]

Francis et al.

39 informal CGs; 72% female

By telephone

Service needs

2 parts: measures functional status on five dimensions (social resources, economic resources, mental health, physical health, and activities of daily living); measures 24 generically defined services received (intensity, provider) as well as perceived need.

No (elderly)

Yes - The Older American Resources and Services Multidimensional Functional Assessment Questionnaire (OMFAQ).

Validity and reliability tested in elderly [44].

CG

 1996/USA [45]

Bowd et al.

68 informal CGs (living in isolated communities); 73% female; 56% spouse; mean age = 64 years

Self-administered

Support needs

“Assessment of Perceived Needs of CGs»: 27 items (social and informal supports, the use of formal community services).

yes

No, questionnaire developed for the study

CG

  1999/ Italy [19]

Dello Buono et al.

60 informal CGs; 50.6% female; 50% spouse; mean age = 76.83 years

Face-to-face interviews

service needs

A list of the local services (frequency of use, reason for non-use) and a list of ten interventions (choosing one or more which might be helpful).

No (elderly)

No, questionnaire developed for the study

CG

  2006/USA [46]

Edelman et al.

100 informal CG living in rural communities; 61% female; 44% spouse; mean age = 61 years

Self-administered

information and service needs

A 22-item Checklist of Interest in Services and Information. Four areas: medical needs (6 items); care needs (5 items); coping needs (6 items); and service needs (3 items).

yes

No, questionnaire developed for the study

CG + patients

  2007/ Finland [47]

Raivio et al.

1214 informal CGs; 63% female; 100% spouse; mean age = 78.2 years

Self-administered

service needs

11 areas: support and services received, the CGs’ subjective needs and satisfaction with these services.

No (elderly)

No, questionnaire developed for the study

CG

  2011/ France [48]

Coudin et al.

74 informal CGs; 62% female; 74% spouse

Self-administered

difficulties, coping strategies and satisfaction

3 Questionnaires CADI-CAMI-CASI: the Carers Assessment of Difficulties index (30 items) - Managing Index (38 items) - Satisfaction Index (30 items).

No(CG)

Yes - CADI-CAMI-CASI

Psychometric properties tested in CG of older people [49].

CG

  2012/ France [50]

Amieva et al.

645 informal CGs; 61.1% spouse

Self-administered

CG’s needs

28-item questionnaire. Four main needs: learning skills to improve daily life management of their relatives (7 items); information on the disease (7 items); improving CGs’ self-confidence (7 items); improving communication (7 items).

No (elderly)

Yes - Echelle d’attentes en matière de consultations (EAC)

Psychometric properties tested in CGs of depressed elderly people (Cronbach’s alpha 0.89 to 0.95, intra-class coefficient 0.92) [51].

CG

 Frontotemporal Dementia (FTD)

 2011/ Canada [52]

Chow et al.

79 informal CGs; 57% female; median age = 58 years

Web-based survey

CG’s needs

9 questions with multiple choice responses.Areas: diagnosis, symptoms, the troublesome aspects of caregiving, resources/interventions, process of learning about FTD.

yes

No, questionnaire developed for the study

CG

  2013/ Germany [53]

Diehl-Schmid et al.

94 informal CGs; 72% female; 80% spouse; mean age = 89.11 years

Self-administered

Support and service and intervention needs

List of 45 support services and interventions relating to the following domains: information, psychosocial support for relatives, care outside of home, support at home, financial support, safety issues, therapies for the patients, and raising awareness. CGs were asked to rate the helpfulness of the proposed services and interventions.

yes

No, instrument developed for the study

CG

 AD and FTD

  2010 / Australia [54]

Nicolaou et al.

30 FTD dyads; 93% female94% spouse; mean age = 58.5 years

Face-to-face interviews

Patient’s and CG’s needs

24 areas and four categories: autonomy; physical needs; psychological, emotional and social needs; and CG’s needs.

No (elderly)

Yes - Camberwell Assessment of Need for the Elderly (CANE)

Psychometric properties tested in PWD and CGs of PWD [55].

CG

 Lewy Body Dementia

  2011 / USA [56]

Galvin et al.

962 CGs; 87,9% female; 40,6% spouse; mean age = 55.9 years

Web-based survey

Functional, behavioral and affective disturbances burden

Areas: ADL, IADL, paid services used and requested services by CGs.

yes

No, questionnaire developed for the study

CG

  2015/UK [57]

Killen et al.

122 CGs; 89% female; 17.6% spouse

Web-based survey

Information and support needs

Ten short questions focused on past support and information experiences, difficulties encountered that could benefit from information and support, and appropriate topics for inclusion in future resource development.

yes

No, questionnaire developed for the study

CG + patients

 AD and vascular dementia

  2001/ USA [58]

England

92 filial CGs; 72.8% female; mean age = 53.45 years

Face-to-face interviews

Learning and resource needs

Checklist of learning and resource needs: prioritization of a list of 15 information requests and prioritization a list of ten resource requests.

yes

No, questionnaire developed for the study

CG

3) Early-onset Dementia (EOD)

 2012/ Norway [22]

Rosness et al.

45 informal CGs68.9% female

Self-administered

Burden and needs

A 20-item questionnaire (Care-EOD) assessing the burden and needs. Six-point rating scale.

yes

No, questionnaire developed for the study

CG

 2014/ USA [59]

Gibson et al.

81 CG; 76.5% female; 69.2% spouse

Web-based survey

Service and support needs

Areas: caregiving obligations, utilization of services, perceived importance of services, employment status, need for and access to financial services and benefits, and perceived understanding of the experiences of CGs by the public and by service providers.

yes

No, survey developed for the study

CG

4) Dementia

 1995/ UK [60]

Philp et al.

114 informal CGs; 86% female; 22.8% spouse; mean age = 80.7 years

Face-to-face interviews

Service needs

List of locally available services: frequency of use, number of hours of support a week.

yes

No, instrument developed for the study

CG

 1999/ UK [61]

Turner et al.

30 CGs; 60% female; 37% spouse; 2/3 < 65 years

Face-to-face interviews

Training needs

Four areas (19 items): practical advice, information, coping with caring, coping with the person with dementia.

yes

No, survey developed for the study

CG

 2004/USA [62]

Gaugler et al.

694 informal CGs (344 community PWD, 144 institutional PWD, 216 deceased PWD); 70.9% female;37.8% spouse; mean age = 61.17 years

Self-administered

Unmet needs

7 items, 34 questions: help with ADL tasks, help with IADL tasks, dementia symptoms, timing of care, formal support, information and confidante/family support. Yes/no questions.

yes

No, questionnaire developed for the study

CG

 2005/ Austria [16]

Wancata et al.

45 informal CGs73% female46% spousemean age = 60.9 years

Interview

CG’s needs

18 problem areas with several possible interventions (+ an optional area for additional problems). Five-point rating scale.

yes

Yes - Carers’ Needs Assessment for Dementia (CNA-D)

Psychometric properties tested in CGs of PWD [16].

CG

 2008/ UK [63]

Orrell et al.

81 informal CGs

Face-to-face interviews

Patient’s and CG’s needs

24 areas and four categories: autonomy; physical needs; psychological, emotional and social needs; and CG’s needs.

No (elderly)

Yes - Camberwell Assessment of Need for the Elderly (CANE)

Psychometric properties tested in PWD and CGs of PWD [55].

CG + patients + professionals

 2008 / 2009/ Netherlands [55, 18]

Van der Roest et al.(2 studies)

322 informal CGs; 68.6% female; 54.3% spouse; mean age = 65.4 years

Face-to-face interviews

Patient’s and CG’s needs

24 areas and four categories: autonomy; physical needs; psychological, emotional and social needs; and CG’s needs.

No (elderly)

Yes - Camberwell Assessment of Need for the Elderly (CANE)

Psychometric properties tested in PWD and CGs of PWD [55].

CG + patients

 2009/ UK [64]

Selwood et al.

113 informal CGs; 67.9% female; 33.9% spouse; mean age = 61.2

Self-administered

Strategies to reduce abusive behavior

List of 14 strategies which had either helped them already or that they thought would have the potential to help them avoid the abusive behaviors. Rating of the most helpful and the second most helpful strategies.

yes

No, instrument developed for the study

CG

 2008/ USA [65]

Nichols et al.

165 informal CGs; 78.4% female; 50.3% spouse; mean age = 64.7 years

Selection of a topic to discuss by CG

Behavior, stress and coping pressing concerns

25 pamphlets addressing particular behaviors and 12 pamphlets on CG stress/coping and improving the CG’s own well-being.

yes

No, instrument developed for the study

CG

 2010/ Netherlands [66]

Peeters et al.

984 informal CGs; 71.6% female; 50.8% spouse; mean age = 62.8 years

Self-administered

Professional support needs

2 parts: 14 areas (30 items) on problems that are faced by persons with dementia and problems experienced by CGs; 56 items about the needs for additional professional support.

yes

No, questionnaire developed for the study

CG

 2010/Italy [17]

Rosa et al.

112 informal CGs; 69% female; mean age = 55 years.

Self-administered

CG’s needs

“Questionnaire assessing the CGs’ needs”. Four areas (22 items): need of medical relevance, educational needs, need of emotional and psychological support, need of services.

yes

No, questionnaire developed for the study

CG

 2011 and 2016/ USA [24, 67]

Koenig et al.

Steiner et al.

33 informal CGs; 29 female; 11 spouse; mean age = 62.2 years

Face-to-face interviews

information needs

List of 48 items: 25 items related to needing help for the care recipient +23 items related to needs of the CG. Participants were asked to choose their top ten needs.

yes

No, instrument developed for the study

CG

 2012/ USA [68]

Li

208 informal CGs; 57.7% female; mean age = 49.7 years

By telephone

unmet service needs

14-service item survey about self-care, coping, decision making, CG training and others. Yes/no questions.

No (CGs)

No, instrument developed for the study

CG

 2013/USA [20]

Black et al.

246 informal CGs; 74,8% female; 41,5% spouse; mean age = 66,1 years

Face-to-face interviews

Patient’s and CG’s needs

15 care recipient need domains (77 items) and 4 CGs need domains (12 items): safety, management of cognitive and noncognitive symptoms, medical comorbidities, daily activities, CG education and support needs. Three-point rating scale.

yes

Yes -The Johns Hopkins Dementia Care Needs Assessment.

Psychometric properties not formally tested / concurrent validity with QOL measures [39].

CG + patients

 2013/ UK [69]

Miranda-Castillo et al.

128 informal CGs; 71.1% female; 64.1% spouse

Face-to-face interviews

Patient’s and CG’s needs

24 areas and four categories: autonomy; physical needs; psychological, emotional and social needs; and CG’s needs.

No (elderly)

Yes - Camberwell Assessment of Need for the Elderly (CANE)

Psychometric properties tested in PWD and CGs of PWD [55].

CG + patients + professionals

 2013/ Netherlands [70]

Zwaanswijk et al.

1494 informal CGs (caregiving <1 year =89, 1-4 years =744 and >4 years =661); 71.7% female; 58.2% spouse.

Self-administered

Professional support needs

35 problems and 59 needs for additional support (currently received and needs).

yes

No, questionnaire developed for the study

CG

 2015/ USA [23]

Jennings et al.

307 informal CGs; 64% female; 41% spouse

Self-administered

Care needs and self-efficacy

Nine-item scale with three domains: perception of the primary care provider, advice on dementia-related topics and self-efficacy for caring and for accessing help. Five-point rating scale.

yes

No, scale developed for the study

CG + professionals

 2015/ USA [30]

Sadak et al.

Baseline: 130 CGs; 80% female; 63% spouse; mean age = 66 years. Re-test: 79 CGs

Self-administered

Knowledge and skills

35 items (23 “knowledge” and 12 “skills” items). 5-level Likert type response scale.

yes

Yes - Partnering for Better Health - Living with Chronic Illness: Dementia (PBH-LCI:D)

Psychometric properties tested in CGs of PWD (Cronbach’s alpha 0.95) [30].

CG

  1. AD Alzheimer’s Disease, ADRD Alzheimer’s Disease and Related Disorders, CG caregiver, EOD Early-Onset Dementia, FTD FrontoTemporal Dementia, MCI Mild Cognitive Impairment, PWD People With Dementia, QOL Quality Of Life