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. Author manuscript; available in PMC: 2019 Feb 1.
Published in final edited form as: J Clin Nurs. 2017 Oct 10;27(3-4):516–545. doi: 10.1111/jocn.14057

Table 4.

Longitudinal Studies of Symptom Clusters in Homogeneous Samples of Oncology Patients

Author, Year, Title, Purpose, and Design Sample Size, Patient Characteristics, Time of Symptom Assessment Symptom Assessment Instrument(s), Number of Symptoms on Instrument, Statistical Analysis Method, Symptom Dimension(s) Used to Create Symptom Clusters Number of Symptom Clusters, Number of Symptoms Within Each Cluster, Change in Symptom Clusters Over Time Strengths and Limitations
Brown et al., 2011

Title: A Symptom Cluster and Sentinel Symptom Experienced by Women With Lung Cancer

Purpose(s): Describe the occurrence, severity, and clusters of symptoms experienced by women with NSCLC; describe the relationships of demographic and clinical characteristics, health status factors, and meaning of illness with symptom experience and symptom clusters; and determine if a co-occurring sentinel symptom was associated with the presence of symptom clusters

Design: Prospective, longitudinal
N=196
Mean age: 65.4 (SD=11.4), range: 33–89

Female: 100%
Outpatients: 100%

Diagnosis:
NSCLC: 100%

Treatment:
  • Surgery: 86%

  • CTX: 11.0%

  • RT: 1.0%

  • Combined: 1.0%

Time of symptom assessment: previous day and past 4 weeks
Instrument(s):
Lung Cancer Symptom Scale: 6 items

Symptom Query Questionnaire: self report of symptoms during past 4 weeks obtained during a semi-structured interview

Center for Epidemiologic Studies-Depression scale: 20 items

Charlson Comorbidity Index: measures the presence of multiple co-morbidities

Analysis: Symptoms on the LCSS were coded uniquely and analyzed to determine patterns of co-occurring symptoms

Dimension(s):
Occurrence
1 un-named symptom cluster identified:

Fatigue, shortness of breath, poor appetite, cough, pain

Change in symptom clusters over time: The assessment of symptoms on the previous day revealed a 5-item symptom cluster for 64% of the patients. No predominant symptom cluster was identified for the assessment of the past 4 weeks.
Strengths:
First study to evaluate symptom experience of women with early stage NSCLC who were treated surgically

Identified a co-occurring sentinel symptom (i.e., pain) that was the most highly correlated symptom with the presence of the 5-symptom cluster

Limitations:
Use of SQQ depended on patient’s recall of symptoms over the past 4 weeks which may have contributed to under-reporting

Did not address sleep problems, weight loss or decreased concentration reported by 10%–23% of sample

Did not use a standard statistical approach to identify symptom clusters

Used an instrument with only 6 symptoms to assess symptom clusters
Gift et al., 2003

Title: A Cluster of Symptoms Over Time in Patients With Lung Cancer

Purpose(s): Determine whether symptom cluster identified at time of diagnosis remained at 3 and 6 months later; determine whether there was a difference in mean symptom number and mean level of symptom severity over time

Design: Prospective, longitudinal
N=112
Mean age: 72, (SD=4.9), range: 65–83

Female: 48%
Outpatients: 100%

Diagnosis:
Lung cancer: 100%

Treatment:
  • Surgery: 31%

  • CTX: 31%

  • RT: 38%

Time of symptom assessment:
Time of diagnosis
At 3 months
At 6 months
Instrument(s):
Physical Symptom Experience Tool: 37 items, only 32 items were used in this analysis

Analysis:
Factor analysis

Dimension(s):
Occurrence
1 un-named symptom cluster identified

Fatigue, weakness, nausea, vomiting, loss of appetite, weight loss, altered taste

Change in symptom clusters over time: Based on an evaluation of Cronbach’s alpha, the symptom cluster met the requisite reliability for a summated rating scale
Strengths:
Symptom cluster identified as an independent predictor of mortality

Evaluated mean symptom severity and the number of symptoms at diagnosis

Evaluated symptoms in patients ≥ 65 of age

Limitations:
Secondary analysis

Primarily White patients

Only patients over 65 were eligible to participate; symptom reporting may be different in a younger age group
Huang et al., 2016

Title: Symptom Clusters in Ovarian Cancer Patients with Chemotherapy After Surgery

Purpose(s): To investigate ovarian cancer patients receiving adjuvant CTX throughout treatment; to identify symptom clusters; and to explore changes in symptom clusters over 4 time points.

Design: Convenient sample, longitudinal
N=111
Mean age: 53.7 (SD=10.89), range: 19–78

Female: 100%
Outpatients: 100%

Diagnosis:
Ovarian cancer: 100%

Treatment: CTX

Time of symptom assessment:
Time 1= before surgery
Time 2= after first cycle
Time 3= after third cycle
Time 4= after sixth cycle of CTX
Instrument(s):
MSAS-Chinese:
32 items, only 20 items were used in this analysis

Analysis:
Exploratory factor analysis

Dimension(s):
Severity
Number of symptom clusters a each Time point:
T1=3 symptom clusters
T2=5 symptom clusters
T3=6 symptom clusters
T4=6 symptom clusters

T1:
Pain-related: pain, feeling bloated, dizziness, weight loss

Psychological: feeling nervous, feeling sad, anxiety

Menopausal: lack of energy, dry mouth, difficulty sleeping, sweats, lack of appetite, feeling irritated

T2:
Pain-related: pain, feeling bloated, dizziness, weight loss

Psychological: feeling nervous, feeling sad, anxiety, feeling irritated

Menopausal: lack of energy, dry mouth, difficulty sleeping, sweats, lack of appetite, feeling irritated

GI: lack of appetite, nausea, vomiting, weight loss

Body image: hair loss, constipation

T3:
Pain-related: pain, feeling bloated, weight loss

Psychological: feeling nervous, feeling sad, anxiety, feeling irritated

Menopausal: lack of energy, dry mouth, difficulty sleeping, sweats, lack of appetite, feeling irritated

GI: lack of appetite, nausea, vomiting, weight loss, change in the way food tastes

Body image: hair loss, constipation, do not look like himself/herself

Neurologic: numbness/tingling in hands/feet, dizziness

T4:
Pain-related: pain, feeling bloated, weight loss

Psychological: feeling nervous, feeling sad, anxiety, feeling irritated

Menopausal: lack of energy, dry mouth, difficulty sleeping, sweats, lack of appetite, feeling irritated

GI: lack of appetite, nausea, vomiting, weight loss, change in the way food tastes

Body image: hair loss, constipation, do not look like himself/herself

Peripheral Neurologic: numbness/tingling in hands/feet, dizziness

Change in symptom clusters over time: Three symptom clusters (i.e., pain-related, psychological, menopausal) remained relatively stable over time
Strengths:
Evaluated symptoms using a multidimensional symptom assessment instrument

Evaluated changes in symptom clusters over 4 time points

Evaluated symptom clusters in a sample of women not frequently studied in terms of the symptom experience

Identified 3 symptom clusters consistent with previous studies (i.e., GI, psychological, menopausal)

The majority of the patients received one type of CTX regimen

Limitations:
Symptom clusters were not evaluated after the completion of CTX

Patients with disease recurrence were not evaluated

Relatively small sample size
Kim et al., 2008

Title: Treatment-Related Symptom Clusters in Breast Cancer: A Secondary Analysis

Purpose(s): To identify treatment-related symptom clusters in breast cancer patients across three points in the treatment trajectory and to examine the influence of demographic/clinical variables on symptom clustering

Design: Secondary analysis from a randomized clinical trial
N=282
Mean age: 55.2 (SD=12.1), range: 30–83

Female: 100%
Outpatients: 100%

Diagnosis:
Breast: 100%

Treatment:
  • RT: 55.7%

  • CTX: 44.3%

Time of symptom assessment:

For CTX patient: Prior to CTX (Time 1), 48 hours after the second cycle of CTX (Time 2), and 48 hours after the third cycle of CTX (Time 3)

For RT patients: Prior to RT (Time 1), during the last week of RT (Time 2), and one month after the completion of RT (Time 3)
Instrument(s):
General Fatigue Scale:
1 item

Profile of Mood States-Short Form: Depression and Confusion subscales were used
10 items

Pittsburgh Sleep Quality Index:
19 items

Side Effect Checklist:
16 items

Analysis:
Common factor analysis with principal axis factoring

Dimension(s):
Severity
2 symptom clusters identified:

Psycho-neurological: depressed mood, cognitive disturbance, fatigue, insomnia, pain, hot flashes

UGI: nausea, vomiting, decreased appetite

Change in symptom clusters over time: The psycho-neurological symptom cluster was present at all three time points. The UGI symptom cluster was present at the second and third assessments
Strengths:
Investigated treatment-related symptom clusters and the influence of selected demographic and clinical characteristics at 3 time points across two treatments (i.e., CTX, RT)

Limitations:
Use of a single item to rate symptom severity

The effect of confounding variables on symptom clustering were not controlled for in the analyses

Under-representation of minorities and late stage breast cancer patients
Phligbua et al., 2013

Title: Symptom Clusters and Quality of Life in Women with Breast Cancer Receiving Adjuvant Chemotherapy

Purpose(s): To identify the existence of symptom clusters; to examine the influence of distressing symptoms on QOL in women with breast cancer at before, during, and 1 month after completion of neoadjuvant CTX

Design: Prospective, longitudinal
N=112
Mean age: 49.7 (SD=10.70), range: 19–73

Female: 100%
Outpatients: 100%

Diagnosis:
Breast: 100%

Treatment:
Adjuvant CTX

Time of symptom assessment:
T1: before CTX
T2: before receiving 2nd cycle
T3: 1 month after CTX
Instrument(s):
Modified MSAS: 39 items

FACT-B, 4.0: 36 items

Analysis:
Exploratory factor analysis with principal components (varimax)

Dimension(s):
Distress
Time 1: 5 symptom clusters
Time 2: 5 symptom clusters
Time 3: 5 symptom clusters

Time 1
Menopausal: sweats, night sweats, hot flashes, mood swings, feeling irritable, difficulty concentrating

Discomfort: dizziness, joint pain, vaginal itching/irritation, constipation

Postoperative: coughing, itching, numbness/tingling in hands/feet

Fatigue: lack of energy and difficulty sleeping

Psychological: feeling sad, worrying

Time 2
GI-related fatigue: lack of energy, nausea, lack of appetite, pain, feeling drowsy, dizziness, taste changes

Disturbed in mood: feeling irritable, feeling nervous, pain

Psychologically-related self-image: “I don’t look like myself”, worrying, difficulty concentrating, hair loss, skin changes

Discomfort: constipation, problems with urination, difficulty sleeping, feeling bloated

Oral: mouth sore, dry mouth

Time 3
GI-related fatigue: lack of energy, feeling drowsy, lack of appetite, taste changes

Menopausal: sweats, hot flashes, night sweats, difficulty concentrating, difficulty sleeping, worrying, pain

Disturbed in mood: mood swings, feeling irritable, joint pain

Discomfort: numbness/tingling in hands/feet, dry mouth

Self-image: “ I don’t look like myself”, hair loss, skin changes

Change in symptom clusters over time: One symptom cluster (i.e., discomfort) remained relatively stable over time
Strengths:
Evaluated for differences across symptom dimensions and time points

Evaluated menopausal symptoms (i.e., sweats, night sweats, hot flashes, mood swings) and its clustering with other symptoms commonly associated with menopause, after receiving CTX

Identified a significant increase in menopausal symptoms associated with receiving adjuvant CTX

Identified a menopausal cluster, psychologically-related self-image, and a GI-related fatigue symptom clusters that remained stable over CTX cycles

Limitations:
Symptoms and symptom clusters identified in text were inconsistent with the tables at each of the three time points

Relatively small sample size

Investigated only women with breast cancer who received adjuvant CTX at one university hospital

Abbreviations: CTX, chemotherapy; FACT-B, Functional Assessment of Cancer Therapy Cancer-Breast, 4.0; GI, gastrointestinal; LCSS, Lung Cancer Symptom Scale; MSAS, Memorial Symptom Assessment Scale; NSCLC, non-small cell lung cancer; RT, radiation therapy; SQQ, Symptom Query Questionnaire; UGI, upper gastrointestinal.