THEORETICAL PAPER
Z I S B E R G A . , Y O U N G H . M . , S C H E P P K . & Z Y S B E R G L . ( 2 0 0 7 ) A concept analysis of routine: relevance to nursing. Journal of Advanced Nursing 57(4), 442453
doi: 10.1111/j.1365-2648.2006.04103.x
Abstract
Title. A concept analysis of routine: relevance to nursing
Aim. This paper reports a concept analysis identifying the attributes, antecedents
and consequences of the concept of routine and examining the implications and
applications of this concept in the field of nursing.
Background. Routine may be a pivotal concept in understanding functional adaptation and wellbeing. Nurses in institutional settings work according to scheduled
routines, patient care is largely orchestrated in routines set by organizations and
regulations, and persons receiving care have their own life routines determining
identity, capacities and frame of reference. However, to date, nursing has paid little
attention to the relevance of routine and the role it may play in patient care.
Method. A concept analysis was conducted using Rodgers guidelines. The literature
search was based on the following databases: PsycInfo, CINAHL, MedLine, Social
Services, and Social Work abstracts. To be included in the analysis, papers had to
relate directly and essentially to the concept of routine. Seventy-four papers published from 1977 to 2005 were included in the final stage of the analysis. The
analysis included target populations, disciplinary perspectives, type of manuscript,
themes and definitions, theoretical models, antecedents and consequences, as well as
related terms.
Results. Routine is a concept pertaining to strategically designed behavioural patterns (conscious and subconscious) and is used to organize and coordinate activities
along different axes of time, duration, social and physical contexts, sequence and
order. It emerges from the literature as a strategy that serves adaptation, in general,
especially in the face of change and stressful situations. The conceptual structure,
relations with other concepts, antecedents and consequences are described.
Conclusion. The concept of routine is ill-defined and seldom used in the field of
nursing, despite the promise it may hold for a better understanding of a wide range
of health-related issues. This concept analysis offers an integrative view of routine
and suggests directions for future research and practice.
Keywords: concept analysis, daily routines, functional status, nursing, Rodgers
evolutionary method, routine
442
Introduction
Routine is a term often used in research and practice
contexts with varying meanings and connotations: from a
negative portrayal of routines as rigid, maladaptive patterns
of behaviour to a positive view of routines as key to normal
functioning and stability (Reich & Zautra 1991, Abegg et al.
2000, Olson et al. 2002, Bouisson & Swendsen 2003). To
add complexity, the term routine is often used interchangeably with other terms, such as habits, rituals and rhythms
(Clark 2000, Denham 2003). At the same time, there is a
somewhat disorganized, fluid, but consistently growing body
of work pointing to the importance of routine as a key factor
in understanding human adaptation and behaviours in such
contexts as development of skills among young children
(Markson & Fiese 2000, Denham 2003), adherence to
medication regimens among patients in various settings
(Wagner & Ryan 2004), and cognitive and physical function
in older adults (Johnson 1991, Wiles 2003).
Background
Routine is a reality in which nurses are constantly immersed:
nurses work by scheduled routines, patient care is largely
orchestrated in routines set by organizations and regulations
(Wolf 1988), yet each and every person receiving care has
their own life routines that plays a role in determining
identity, capacity and frame of reference (Greenberger 1998,
Wheatley 2001, Gallimore & Lopez 2002). However, to
date, nursing has paid little attention to the possible relevance
of routine and the role it may play in various aspects of
patient care. From the years 1970 to 2005, only 19
manuscripts pertaining to the subject of routine were
published in major academic journals by nursing scholars.
Moreover, in most of these manuscripts the reference to
routine was not intentional, but rather an emergent concept
or theme raised mostly in qualitative research.
A limited number of theoretical models relating to routine
are in existence today. The theoretical frameworks vary in
their discipline of origin, and their nature and purpose from
attempts to understand the origins and reasons for routine
formation to attempts to clarify the components and implications of routine.
Dunn (2000) explored the biological basis of routine
formation. The main supposition of this theory was that brain
activities aimed at energy conservation and perceptual effectiveness encourage the formation of routines. This process was
related especially to the principles of thresholds, modulation of
information and seeking to maintain homeostasis. Another
attempt to understand the mechanisms of routine formation
Aims
The aims of this concept analysis were to identify the
attributes, antecedents and consequences of the concept of
routine and examine the implications and applications of this
concept in the field of nursing.
Method
The process of concept analysis was performed using the
steps outlined in Rodgers (1989, 2000) evolutionary method.
443
A. Zisberg et al.
Data analysis
The 74 papers were categorized according to discipline,
definition of routine, whether routine was referred to as an
antecedent, a consequence or an intervening factor, the target
population on which the concept was examined, related
terms and concepts and type of paper [e.g. qualitative study,
opinion paper, randomized control trial (RCT), etc.]. The
information provided in the manuscripts was sorted into the
following categories: theoretical background, concept attributes, antecedents, consequences, surrogate and related concepts. Within each category, literature was analysed to
identify common themes and trends.
Findings
Manuscript type
Table 1 shows the distribution of papers reviewed by content
(discipline) and type of publication. Originally, 10 different
disciplines were identified and subsequently grouped into six
categories.
The table shows that the majority of manuscripts dealing
with the concept of routine were from the field of occupational therapy (42%), followed by nursing (24%) and
psychology (12%). The overwhelming majority were descriptive-qualitative small-scale studies (40%), followed by
correlational studies (147%). RCTs and other experimental
designs constituted a small percentage (58%) only.
Target populations
Routine was described in a few well-defined target populations. The leading population was older adults and their
caregivers (in 34% of papers), followed by families and
children (235%). Other target populations were teenagers
and specific patient populations (e.g. cancer, HIV, etc.).
Qualitative
Occupational therapy
Nursing
Psychology
Public health
Medicine/psychiatry
Other*
Total
16
10
2
28
Descriptive
2
2
1
4
1
10
Correlational
Experimental/
quasi-experimental
4
2
4
1
1
1
7
4
1
11
Theoretical review
and book chapters
Opinion
6
2
2
2
2
1
11
1
5
Case
study
2
Total
32
18
7
5
5
7
74
Definitions of routine
The literature review yielded a wide range of definitions,
often varying across disciplines. Table 2 gives a representative
sample of the definitions retrieved in the process of concept
analysis.
Despite the marked differences in perspectives and terminology used in the various definitions, some coherent converging themes can be extracted from the literature, and these
begin to delineate the attributes of routine:
Definition
Context
Discipline
Howe (2002)
Family
routines
Psychology
Personal
routines
General*
Psychology and
anthropology
Occupational
therapy
Clark (2000)
Ludwig (1998a)
Dyck (2002)
Segal (2004)
Christiansen & Baum (1998)
Baum (1995)
Rowles (2000)
Greenberger (1998)
General
Personal
routines
General
General
General
Personal
routines
General
Personal
routines
Personal
routines
Family
routines
Social
routines
Occupational
therapy and
Gerontology
Gerontology
Nursing
Criminology
445
A. Zisberg et al.
Related concepts
To further clarify the concept of routine, related terms and
concepts were examined. In early family studies, the terms
routines and rituals were both used. Fiese et al. (2002)
separated these concepts, claiming that rituals were related to
routines but were not a surrogate concept because they were
more symbolic and psychological, while routines were more
instrumental. In occupational therapy, the terms habits and
routine are used interchangeably. Clark (2000) claimed
that routines were a kind of a habit (p. 127S), implying that
routines may be a higher-order structure of function organization. Although routines have a habitual element, not all habits
are routines. Habits are defined as automatic sequences of
thought or actions (Clark 2000). Some investigators suggest
that habits could be so automatic as to be completely out of
awareness and thus not consciously considered by the person in
his or her daily routine (Bargh & Chartand 1999). Others claim
that routines are defined as higher order habits that involve
sequencing and combining processes, procedures, steps or
occupations. Routines specify what a person will do and in
what order, and therefore constitute a mechanism for achieving given outcomes and an orderly life (Clark 2000, p. 128S).
In some instances, participation in occupations and routine were used interchangeably. Following a differential
analysis of the two, Law (2002) claimed that participation
has numerous dimensions, including personal preferences,
interests, level of enjoyment and satisfaction. Participation
may therefore be a higher-level concept describing phenomena
that are beyond and above the scope of routines. Segal and
Frank (1998) mentioned the term schedules while referring to
what seemed to be routines. They defined schedules as
mechanisms that regulate the duration, frequency, pace and
sequences of daily occupations in families, and in this sense
could also be regarded as the orchestration of occupations. We
suggest that in light of the definitions reviewed here, schedules
446
Antecedents
Our analysis of the literature reviewed for this paper
suggested that major life changes have been identified as
the main factor leading to the formation, maintenance (in
the sense of the lack of change), and disruption of routines.
Francis-Connolly (2002) showed that having children in the
family created unpredictability that threatened daily routines of family units. Huddleston et al. (1991) demonstrated
the change in daily routine as a result of separation and
divorce. Berger (2001) reviewed the challenges of older
adulthood, including the need for adjustment to retirement
from work, the importance of maintaining a social circle
and coping with the loss of spouses. Environmental and
ecological factors have been suggested as supporting or
disrupting routine on the personal and collective levels.
Rowles (2000) examined how the environment and organization in time created and disrupted the routines of a small
rural community in which the majority were elders. The
study showed a snowball effect of changes in the environment (e.g. blocking a road for repair work, the illness of one
of the members of the community) that affected the routines
and activities of numerous members of that community. The
author stressed the importance of time sequencing and the
interdependence of the routines of different individuals.
Schultz et al. (2004), in a descriptive study of homeless
parents, showed that shelter rules and related time constraints changed life routines related to parenthood.
Consequences
In the literature, both adverse and positive consequences of
routines were identified. Routines were related to boredom,
447
A. Zisberg et al.
Individual characteristics
Personality, background,
age, family status
Environmental factors
Culture and society
Change in Environment
(transition, hospitalization,
institutionalization)
448
Attributes
Observables
behaviour patterns
Organizes the
timing, duration
and order of
activities
Repetitive within a
time-frame
Coordinates
activities within the
axes of time, space,
interpersonal
interaction
Occurs in context
Involves automation
and conserve
resources
Applicable to an
individual, a social
group or a
community
Comprises the
individuals world,
lifestyle and even
identity
Personal: Emotional
Mood, purpose in life, selfesteem, optimism, well
-being, life satisfaction,
sense of control
Personal: Physical/Healthrelated
Maintenance of functional
status, lower disruptive
behaviour, perceived health,
adherence to medication
Efficiency of function
Families
Parental competence,
parent-child harmony,
child health, academic
Community
Adverse habits,
deviant behaviour
Study limitations
The concept analysis described here may shed new light on a
potentially important concept for research and practice.
However, the analysis, as well as the specific context in which
it was applied, have their limitations. First, since there has
been limited empirical work to date, the literature review
(though exhaustive) was based on a relatively small number
of papers. Second, this review included only a representative
sample of papers using related concepts. A more exhaustive
review of studies on related terms and concepts might have
added more information. We intentionally limited the analysis to the concept of routine at this preliminary stage.
Future conceptual work may examine views of routine vis-a`vis other related concepts in a more systematic manner. Last,
we acknowledge the limitations of the process itself. Concept
analyses help to integrate knowledge, propose solutions to
conceptual disagreements and point toward possible ways of
promoting more research and practice in the field of choice.
They do not, however, produce new knowledge, as empirical
research may offer.
We did not carry out a systematic analysis of the
relationship between the concept of routine and concepts in
nursing theories. Therefore, we are not ready to suggest a
theoretical structure, or a locus within nursing theory, at this
point of the work on routine. We merely tried to establish a
sense of clarity about the inter-relations between routine and
other concepts that are often used interchangeably with it.
We did not, therefore, construct a middle-range theory at this
time; however, future work may allow a suggested theory of
routine.
449
A. Zisberg et al.
Conclusion
Routine was defined here as a concept pertaining to
strategically designed behavioural patterns (conscious and
subconscious) used to organize and coordinate activities
along different axes of time, duration, social and physical
contexts, sequence and order. Routine emerges as a promising concept that may fulfil a role in better understanding
individual and group adjustment to environmental demands
and changes. From the little research in existence, routine is
portrayed as a key factor in understanding lifestyles,
identity, self-esteem, sense of control, activity levels and
continuity, energy and resource management, and coping
with major life changes and other types of environmental
press.
At this point, most of these directions are still theoretical
assumptions or emerging directions from qualitative and
descriptive efforts. Too little empirical evidence is in
existence to provide support to any of the above mentioned
consequences of routine. No one discipline has undertaken
450
Acknowledgements
We would like to thank the Center of Absorption for
scientists in Israel, The Fulbright foundation of the United
States of America (USA), and the Spencer foundation of Israel
for supporting the work leading to this manuscript.
Author contributions
AZ, HY and KS were responsible for the study conception
and design and AZ and LZ were responsible for the drafting
of the manuscript. AZ performed the data collection and AZ,
HY, KS and LZ performed the data analysis. AZ and HY
obtained funding and AZ, HY and KS provided administrative support. AZ, KS and LZ provided statistical expertise.
References
Abegg C., Croucher R., Marcenes W.S. & Sheiham A. (2000) How
do routines of daily activities and flexibility of daily activities affect
tooth-cleaning behavior? Journal of Public Health Dentistry 60(3),
154158.
Andrew T. (2004) Hospital routine adaptation, not vice versa.
Nursing Standard 18(39), 6.
Bargh J.A. & Chartand T.L. (1999) The unbearable automaticity of
being. American Psychologist 54, 462479.
Baum C.M. (1995) The contribution of occupation to function in
persons with Alzheimers disease. Journal of Occupational Science:
Australia 2, 5966.
Bond M.G. & Feather N.T. (1988) Some correlates of structure and
purpose in the use of time. Journal and Personality and Social
Psychology 55(2), 321329.
Borell L., Gustavsson A., Sandman P. & Kielhofner G. (1994)
Occupational programming in a day hospital for patients with
dementia. The Occupational Therapy Journal of Research 14,
219237.
Bouisson J. & Swendsen J. (2003) Routinization and emotional wellbeing: an experience sampling investigation in an elderly French
sample. Journals of Gerontology. Series B, Psychology Sciences
and Social Science 58(5), P280P282.
Brown L.F., Reynolds C.F. III, Monk T.H., Prigerson H.G., Dew
M.A., Houck P.R., Mazumdar S., Buysse D.J., Hoch C.C. &
Kupfer D.J. (1996) Social rhythm stability following a late life
spousal bereavement: associations with depression and sleep
impairment. Psychiatry Research 62(2), 161169.
Bytheway B. (2001) Responsibility and routines: how older people
manage their long-term medication. Journal of Occupational
Science 8(3), 513.
Christiansen C.H. (1996) Three perspectives on balance in occupation. In Occupational Science the Evolving Discipline (Zemke R.
& Clark F., eds), F. A. Davis Co., Philadelphia, PA, pp. 431448.
Christiansen C. & Baum C. (1998) Understanding occupation: definition and concept. In Occupational Therapy: Enabled Function
and Wellbeing (Chrisitansen C. & Baum C., eds), Slack Inc.,
Thorofare, NJ.
Clark F.A. (2000) The concepts of habit and routine: a preliminary
theoretical synthesis. The Occupational Therapy Journal of Research 20, 123S127S.
Clark F., Azen S.P., Zemke R., Jackson J., Carlson M., Mandel D.,
Hay J., Josephson K., Cherry B., Hessel C., Palmer J. & Lipson L.
(1997) Occupational therapy for independent-living older adults. A
randomized controlled trial. Journal of American Medical Association 278, 13211326.
Clark F., Azen S.P., Carlson M., Mandel D., LaBree L., Hay J.,
Zemke R., Jackson J. & Lipson L. (2001) Embedding health-promoting changes into the daily lives of independent-living older
adults: long-term follow-up of occupational therapy intervention.
The Journals of Gerontology. Series B, Psychology Sciences and
Social Science 56, P60P63.
Cronin A.F. (2004) Mothering a child with hidden impairments.
American Journal of Occupational Therapy 58(1), 8392.
451
A. Zisberg et al.
Johnson J.E. (1991) A comparative study of the bedtime routines and
sleep of older adults. Journal of Community Health Nursing 8(3),
129136.
Kielhofner G. (2002) A Model of Human Occupation, 3rd edn.
Lippincott Williams, Baltimore, MD.
Larson E.A. & Zemke R. (2003) Shaping the temporal patterns
of our lives: the social coordination of occupation. Journal of
Occupational Science 10(2), 8089.
Law M. (2002) Participation in the occupations of everyday life.
American Journal of Occupational Therapy 56, 640649.
LeClerc C.M., Wells D.L., Craig D. & Wilson J.L. (2002) Falling
short of the mark: tales of life after hospital discharge. Clinical
Nursing Research 11(3), 242263.
Leiferman J.A., Ollendick T.H., Kunkel D. & Christie I.C. (2005)
Mothers mental distress and parenting practices with infants
and toddlers. Archives of Womens Mental Health 8(4), 243
247.
Leishman J.L. (2006) Culturally sensitive mental health care: a
module for 21st century education and practice. The International
Journal of Psychiatric Nursing Research 11(3), 13101321.
Lepola I. & Vanhanen L. (1997) The patients daily activities in acute
psychiatric care. Journal of Psychiatric and Mental Health Nursing
4(1), 2936.
Liukkonen A. (1995) Life in a nursing home for the frail elderly: daily
routines. Clinical Nursing Research 4(4), 358370.
Lopez E.M. (2002) Every day habitual behaviors of Latino high
school students. The Occupational Therapy Journal of Research
22, 86S88S.
Loveys B.J. & Klaich K. (1991) Breast cancer: demands of illness.
Oncology Nursing Forum 18(1), 7580.
Ludwig F.M. (1998a) How routine facilitates wellbeing in older
women. Occupational Therapy International 4(3), 213228.
Ludwig F.M. (1998b) The unpacking of routine in older women. The
American journal of Occupational Therapy 52(3), 168175.
Mallett S., Rosenthal D., Myers P., Milburn N. & Rotheram-Borus
M.J. (2004) Practicing homelessness: a typology approach to
young people daily routines. Journal of Adolescence 27, 337349.
Markson S. & Fiese B.H. (2000) Family rituals as a protective factor
for children with asthma. Journal of Pediatric Psychology 25(7),
471479.
Meyer A. (1922) The philosophy of occupational worker. Archive of
Occupational Therapy 1, 111.
Monk T.H., Flaherty J.F., Frank E., Hoskinson K. & Kupfer D.J.
(1990) The Social Rhythm Metric. An instrument to quantify the
daily rhythms of life. Journal of Nervous and Mental Disease 178,
120126.
Monk T.H., Kupfer D.J., Frank E. & Ritenour A.M. (1991) The
Social Rhythm Metric (SRM): measuring daily social rhythms over
12 weeks. Psychiatry Research 36, 195207.
Ndiwane A., Miller K.H., Bonner A., Imperio K., Matzo M., McNeal
G. & Amertil N. & Feldman Z. (2004) Enhancing cultural
competencies of advanced practice nurses: health care challenges in
the twenty-first century. Journal of Cultural Diversity 11(3), 118
1121.
Oakley D., Yu M.Y., Zhang Y.M., Zhu X.L., Chen W.H. & Yao L.
(1999) Combining qualitative with quantitative approaches to
study contraceptive pill use. Journal of Womens Health 8(2), 249
257.
452
Olson K., Tom B., Hewitt J., Whittingham J., Buchanan L. & Ganton
G. (2002) Evolving routines: preventing fatigue associated with
lung and colorectal cancer. Qualitative Health Research 12(5),
65570.
Poole J.L. (2000) Habits in women with chronic disease: a pilot
study. The Occupational Therapy Journal of Research 20, S112
S118.
Quigley M.C. (1995) Impact of spinal cord injury on the life roles
of women. American Journal of Occupational Therapy 49(8),
780789.
Redfern S., Norman I., Briggs K. & Askham J. (2002) Care at home
for people with dementia: routines, control and care goals. Quality
in Ageing 3(4), 1223.
Reich J.W. & Williams W. (2003) Exploring the properties of habits
and routines in daily life. Occupational Therapy Journal of
Research 23(2), 4858
Reich J.W. & Zautra A.J. (1991) Analyzing the trait of routinization
in older adults. The International Journal of Aging and Human
Development 32(3), 161180.
Rodgers B.L. (1989) Concept analysis, and the development of nursing knowledge: the evolutionary cycle. Journal of Advanced
Nursing 14, 330335.
Rodgers B.L. (2000) Concept analysis: an evolutionary view. In
Concept Development in Nursing, 2nd edn (Rodgers B.L. & Knafl
K.A., eds), W.B. Sanders Co., Philadelphia, PA, pp. 77102.
Rogers J.C. & Holm M.B. (1991) Teaching older adults with
depression. Topics in Geriatric Rehabilitation 6, 2744.
Rogers J.C., Holm M.B., Burgio L.D., Granieri E., Hsu C., Hardin
J.M. & McDowell B.J. (1999) Improving morning care routines of
nursing home residents with dementia. Journal of American
Geriatric Society 47, 10491057.
Rowles G.D. (2000) Habituation and being in place. The Occupational Therapy Journal of Research 20, 52S67S.
Roy K.M., Tubbs C.Y. & Burton L.M. (2004) Dont have no time:
daily rhythms and the organization of time for low-income families. Family Relations 53, 168178.
Sanden I. & Hyden L. (2002) Howe everyday life is affected: an
interview study of relatives of men suffering from testicular cancer.
Journal of Psychosocial Oncology 20(2), 2744.
Schultz-Krohn W. (2004) The meaning of family routines in a
homeless shelter. American Journal of Occupational Therapy
58(5), 53142.
Segal R. (2004) Family routines and rituals: a context for occupational therapy interventions. American Journal of Occupational
Therapy 58(5), 499508.
Segal R. & Frank G. (1998) The extraordinary construction of ordinary experience: scheduling daily life in families with children
with attention deficit hyperactivity disorder. Scandinavian Journal
of Occupational Therapy 5(3), 141147.
Swartz D.L. (2002) The sociology of habit: the perspective of Pierre
Bourdieu. The Occupational Therapy Journal of Research 22, 61S
68S.
Takahashi L.M., Wiebe D. & Rodriguez R. (2001) Navigating the
timespace context of HIV and AIDS: daily routines and access to
care. Social Science and Medicine 53, 845863.
Trainor A. & Ezer H. (2000) Rebuilding life: the experience of living
with AIDS after facing imminent death. Qualitative Health
Research 10(5), 646660
453