INSTRUMENTS
Ralf Schwarzer & Christine Schwarzer
A serious problem, however, is that cognitive coping and cognitive appraisal can
be confounded. Appraising a situation, for instance as a threat, may trigger coping,
i.e., further thoughts or defenses that imply a reappraisal of the same situation as
being more or less threatening. In such cases, a distinction between appraisal and
coping cannot be practically made, but it remains at least of heuristic value.
Lazarus (1991) tries to disentangle this overlap somewhat, stateing:
"... coping refers to what a person thinks or does to try to manage an emotional
encounter; and appraisal is an evaluation of what might be thought or done in that
encounter" (p. 113).
Other conceptual problems arise when coping is to be separated from coping
resources (e.g., hardiness, dispositional optimism, self-efficacy, sense of
coherence, social support, etc.) Resources can be personal, social or other
antecedents of appraisals and coping. An optimistic attitude towards life may result
in a more favorable appraisal of a taxing situation, in adopting an efficient
problem-solving strategy, or in creating optimistic coping self-talk. The existence
of a social network may result in successful support-seeking behaviors when need
arises. Although in reality coping resources and actual coping may be difficult to
disentangle, it is important to make this distinction in theory and research.
Resources are relatively static antecedents, whereas coping is a process that
depends on these resources. If, for example, an optimistic statement is made by a
coper, it may mainly reflect a personality trait, or it may have just been generated
as a product of effortful stress management.
Stability
A further difficulty that makes stability a crucial issue is the fact that people
usually go through stages when managing a taxing demand. For example, someone
confronted with surgery has to proceed from the preparation stage to the
confrontation stage, and then to the recovery stage. A coping strategy that was
adaptive in the first stage may not be so in the second, and a completely different
approach might be practical in the third. Therefore, if stages can be identified, it is
important to assess coping within each of them and to group individuals in terms of
them. This remains an issue for further research.
Generality
Dimensionality
These sets of strategies can be grouped, for example according to their purpose,
meaning, or functional value. Since the number of specific responses is endless, it
appears to be useful to classify them in one way or the other. Empirically, this can
be accomplished by factor analysis, but factor solutions typically differ from
sample to sample and from stressor to stressor. There are many attempts to reduce
the total of possible responses to a more parsimonious set of dimensions. Some
researchers have come up with two basic dimensions-such as instrumental,
attentive, vigilant, or confrontative coping on the one hand, in contrast to avoidant,
palliative, and emotional coping on the other (for an overview see Krohne, 1993;
Laux & Weber, 1993; Suls & Fletcher, 1985).
A well-known approach has been put forward by Lazarus and Folkman (1984),
who discriminate between problem-focused and emotion-focused coping. The first
is seen as being action-centered in the sense that the troubled person-environment
relationship is changed by instrumental actions. These actions need not necessarily
be successful and may have even detrimental side effects; however, it is the
attempt that counts. In contrast, the second kind of coping includes mainly
cognitive coping strategies that do not directly change the actual situation, but
rather help to assign a new meaning to it. They are not passive, but may require an
internal restructuring and may cost considerable effort.
A different view has been suggested by Klauer, Filipp, and Ferring (1989) in the
context of coping with chronic disease. The authors start out with a
multidimensional structure to describe actual coping. Three dimensions have been
established and empirically confirmed: (a) focus of attention that differentiates
whether attention is directed at the disease or elsewhere, (b) sociability that
describes whether the patient turns toward others or withdraws, and (c) response
level that describes whether coping is reflected by overt behaviors or by cognitive
(intrapsychic) responses. This results in eight possible coping strategies.
There are many other attempts to conceptualize coping dimensions, and those
mentioned above may serve as examples. They are a prerequisite of coping
measurement because a pure inductive collection of many single responses that
have been factor-analyzed would result in an unstable solution and could hardly be
replicated in further studies. The high degree of situational or intraindividual
variability in coping obviously implies a multilevel conceptualization with a few
stable dimensions at higher levels that are theoretically linked to a variety of
specific strategies and acts at lower levels. The following sections survey the
coping inventories used frequently and scrutinize their contributions to the
stability, generality, and dimensionality issues.
MEASUREMENT OF COPING: A SURVEY OF
INVENTORIES
The Miller Behavioral Style Scale: Monitoring and Blunting
The MBSS was originally validated by two experiments (Miller, 1987). In the first,
a physical threat situation was created by announcing an electrical shock.
Individuals characterized by high monitoring and low blunting were searching for
information about the imminent shock (that was never given). On the other hand,
high blunters who were also low monitors tended to distract themselves. In the
second experiment, an ego-threat situation was provided where students underwent
an academic achievement test. They could obtain on-line information about their
current achievement status. The monitors made frequent use of this opportunity,
whereas the blunters did so less often. Additional studies have confirmed the
diagnostic value of the MBSS (see Miller, Combs, & Kruus, 1993).
Each situation is followed by 18 coping acts that are subdivided into those
reflecting vigilance and those reflecting cognitive avoidance. For the physical
threat situation listed above (car scenario), the nine vigilant coping acts include
items such as "I watch the driver carefully and try to tell in advance when he is
going to make a mistake." The nine avoidant coping acts include items such as "I
tell myself 'Thank goodness, he is not driving that fast.'" A true-false response
format is provided for each coping act. The nine vigilant coping acts refer to: (1)
recall of previous negative events, (2) self-pity, (3) information search, (4) social
comparison, (5) planning, (6) flight tendencies, (7) informational control, (8)
anticipation of negative events, and (9) situation control. The nine avoidant coping
acts refer to: (1) general bagatellisation, (2) self-enhancement, (3) bagatellisation
by reinterpretation, (4) distraction, (5) playing down by incompatible reactions, (6)
denial, (7) focus on own strength, (8) focus on positive aspects, (9) confidence.
Whether these are coping acts or coping strategies instead seems to be a matter of
definition, and the author uses both expressions (Krohne, 1993). Most of these
expressions can be found in other coping inventories, some linked to different
dimensions. For example, situation control can also be labelled mastery, and
reinterpretation can also be labelled meaning.
Sum scores can be created separately for the type of situation and type of coping,
e.g., there are subscales for (a) vigilance in ego-threat situations, (b) cognitive
avoidance in ego-threat situations, (c) vigilance in physical threat situations, and
(d) cognitive avoidance in physical threat situations. The focus of the assessment
lies on these four sum scores, which represent the two dispositional superstrategies
vigilance and cognitive avoidance for two distinct classes of situations. The 18
coping acts do not represent dimensions on their own, but merely serve as test
items to generate scores for the superstrategies.
The limitation of this approach lies in its mere focus on threat, in the same manner
as for the monitoring and blunting concept. Krohne's coping mode theory stems
from his research on anxiety and personality and, thus, represents a dispositional
approach to threat management. Another limitation of the instrument lies in its
validation within German samples only. The research has been published in
English, but the scale itself awaits cross-cultural validation.
In the context of research on chronic stress and coping in families, Billings and
Moos (1981) have designed a measure to assess coping with life stress. After
indicating a recent life crisis, 194 families (men and women) responded to 19
coping statements with "yes" or "no". Inspired by the stress and coping theory of
Lazarus (1966), the items were intuitively grouped according to the method of
coping and the function of coping. The methods were (a) active cognitive, (b)
active behavioral, and (c) avoidance. The functions were (a) problem-focused and
(b) emotion-focused coping. (The authors use the term "focus" instead of
"function", the latter being the term preferred by Lazarus). Each of the 19 items
fitted into one of the methods and one of the functions. The internal consistencies
are partly satisfactory. This instrument is based on a rational construction and is in
line with other theories, but empirically its structure has not been confirmed.
The authors have followed up their work in subsequent reseach where they applied
an extended version of their instrument in a study with 424 depressives (Billings &
Moos, 1984), in which they used 32 items and preferred a four-point Likert scale
response format. After an item analysis, 28 items remained and formed five scales
that were grouped into three major forms of coping. Appraisal-focused
copingconsisted of a four-item scale that referred to a logical analysis of the stress
at hand, with items such as "considered several alternatives for handling the
problem". Problem-focused coping included two subscales, (a) information seeking
with seven items, such as "tried to find out more about the situation", and (b)
problem solving with five items, such as "made a plan and followed it."
Finally, emotion-focused coping also consisted of two subscales, (a) affective
regulation with six items, such as "tried to see the positive side of the situation",
and (b) emotional discharge with six items, such as "let my feelings out somehow."
In terms of theory, this instrument conforms well with the majority of current
measures. Empirically, the scales show unsatisfactory internal consistencies. In
addition, there is not sufficient evidence about time stability, and, in particular, the
intuitive dimensional structure requires a rigid test in various samples before it can
be generalized. The value of this inventory lies in its theoretical perspective and in
the stimulation it has provided at a time when almost no satisfactory coping scales
were available.
Already in the 1970s, the stress and coping research group of Lazarus developed
the Ways of Coping Checklist (WCC) in line with the transactional
phenomenological stress theory that suggested two main functions of coping:
problem solving and emotion regulation (cf. Lazarus, 1991). From a pool of 68
items with a yes-no response format, 40 items formed the problem-solving
subscale, and 24 the emotion-focused subscale (Folkman & Lazarus, 1980). Since
this classification did not reflect the complexity and richness of coping processes, a
series of factor analyses with different data sets were carried out, generating over
time the current version of the instrument now called the Ways of Coping
Questionnaire (WCQ). The WCQ consists of 50 items (plus 16 fill items) within
eight empirically derived scales (Folkman & Lazarus, 1988). A difficulty with the
instrument has always been that the number of extracted factors changed from
sample to sample or from stressor to stressor (Parker & Endler, 1992). But this
seems to be a general problem with most coping measures, reflecting the
unresolved disposition versus situation issue.
Following are the eight scales with sample items. The response format has been
changed to the four-point Likert rating scale. Responses are made after a real-life
stress situation that had been experienced, for example during the last week, was
written down.
The intercorrelations among these scales are rather low, confirming their desired
distinctiveness. Internal consistencies are not always satisfactory, and test-retest
reliabilities are not reported. According to the theory, a high stability is not desired
because individuals are expected to adjust their actual coping responses to the
requirements of each specific situation. A problem with this measure, as well as
with all measures that are based on many factors, is that theoretical cross-linked
relationships between scales are not considered. For example, mobilizing social
support is seen here as a distinct strategy, but actually it can serve a number of
purposes, such as solving a problem, obtaining information, calming down, or
distracting oneself. Carver, Scheier, and Weintraub (1989) have accounted for this
problem by establishing separate social support factors for problem-focus and
emotion-focus. Parker and Endler (1992) argue that social support should not be
conceived of as a distinct coping dimension but as social resources that may be
available for a number of different coping strategies. A different view is to divide
all coping strategies into social and nonsocial acts, by this doubling the amount of
coping options (Klauer, Filipp, & Ferring, 1989).
Another difficulty with a high number of extracted factors is that they do not
appear to be all of the same weight or of the same theoretical level. Some may be
closer to a higher-order factor or to a general factor, accounting for a larger amount
of variance, whereas others may be rather peripheral. It remains undetermined in
what way the eight factors are embedded into the initial dimension of problem-
focused and emotion-focused functions. There seems to be no empirical evidence
for testing such a hierarchy with confirmatory factor analysis.
The authors of the questionnaire encourage researchers to adjust the WCQ to the
specific study context in order to achieve a close match between the stress
experience and the coping statements. This has been done, for example, by
Dunkel-Schetter, Feinstein, Taylor, and Falke (1992), who have developed a
version for cancer patients. It consists of 49 WCQ items, some of them slightly
reworded, that were given to 603 cancer patients. A factor analysis yielded five
factors: seek and use social support (11 items), cognitive escape-avoidance (9
items), distancing (12 items), focus on the positive (8 items), and behavioral
escape-avoidance (9 items). This version has also been used by Stanton and Snider
(1993).
This approach adds an important aspect to the measurement of coping. The nature
of the stressful encounter can be considered a key element in actual coping
responses. According to Lazarus' (1991) stress theory, its cognitive appraisal
should be the critical antecedent of coping but, unfortunately, this relationship is
not well researched. McCrae (1984) is one of the few who followed up this line of
thinking and deserves much credit for it. The resulting instrument, however, hardly
seems to be acceptable due to its methodological limitations (see also McCrae &
Costa, 1986).
Children may experience stress in a different manner than adults. Research with
age-specific stress and coping inventories, therefore, is appropriate. Dise-Lewis
(1988) has presented an instrument that has been generated and validated within
samples of junior high school students in the age range from 11 to 14 years.
Initially, 104 students were interviewed with open-ended questions to explore their
experience of stress ("events that produce stress") and their ways to handle it (what
they "can do to cope with or reduce stress"). The item pool was refined and
enriched with the help of 90 students, resulting in a checklist of 125 life events and
42 (later 49) coping strategies. Normative data were then gathered in a sample of
502 students who checked those events they had experienced within the recent
year, and who rated their stressfulness and the appropriate coping strategies. Retest
reliabilities were determined for a subsample of 85 students, and concurrent
validity data for a subsample of 198 students.
Coping with life stress may be different at different stages of life. In adolescence,
girls and boys face challenging developmental tasks, such as fitting into a peer
group, differentiating from the family, and advancing identity formation. In order
to identify the major coping strategies and behaviors in dealing with developmental
stress in adolescence, Patterson and McCubbin (1987) have designed an inventory
that covers a variety of such behaviors. The instrument was generated in an
inductive way. First, a sample of 30 high school students in grades 10 to 12 were
interviewed. They described what they did to manage the hardships and to relieve
the discomforts of (a) personally experienced stress, (b) stress experienced by other
family members, and (c) critical life changes in general. The responses resulted in
a 95-item inventory that was administered to a different sample of 467 students
who responded to these coping behaviors on a five-point frequency scale. Those 27
items that yielded almost no variance were excluded. The remaining 68 items were
factor analyzed repeatedly, resulting in a final set of 54 coping behavior items that
loaded on 12 factors (labelled "coping patterns" by the authors). Most of the
reliabilities (internal consistencies) of these 12 subscales are in the 70s. The factors
are:
1. Ventilating feelings:
Six coping behaviors that focus on the expression of tensions and frustrations
(swearing, letting off steam, yelling at people, etc.) 2. Seeking diversions:
Eight coping behaviors that reflect how to keep oneself busy or escape from
sources of tension (sleeping, watching a movie, playing video games or using
drugs). 3. Developing self-reliance and optimism:
Six coping behaviors that include efforts to be more organized and in charge of the
situation (trying to make one's own decision, figuring out how to deal with the
problem, trying to think of the good things in life, or working harder at a job). 4.
Developing social support:
Six coping behaviors focused on staying connected with other people through
expression of affect or mutual problem solving (apologizing or talking to a friend
about one's feelings). 5. Solving family problems:
Six coping behaviors directed at working out difficult issues with family members)
talking to one's father, trying to reason with parents, going along with parents'
requests). 6. Avoiding problems:
Five coping behaviors that reflect how adolescents use substances as a way to
escape or to avoid persons difficult to deal with. 7. Seeking spiritual support:
Three coping behaviors, namely going to church, praying, and talking to a
minister. 8. Investing in close friends:
Only two coping behaviors: being close with someone you care about, and being
with a boyfriend or girlfriend. 9. Seeking professional support:
Only two coping behaviors: getting professional counseling and talking to a
teacher. 10. Engaging in demanding activity:
Four coping behaviors that involve challenges to excel at something or achieve a
goal
(working hard on school projects, gettaing body in shape, etc.) 11. Being
humorous:
Only two coping behaviors: keeping a sense of humour and trying to be funny. 12.
Relaxing:
Four coping behaviors directed at ways to alleviate tensions (eating, daydreaming,
riding around in a car, and so on).
This inventory is a good example for the measurement of coping with general life
stress at a specific developmental stage. It seems to be appropriate for research on
adolescent stress and health risk behaviors. Its main weakness lies in its inductive
development. It has not been influenced by major theories of stress and coping, but
relies basically on the responses of the 30 adolescents who assembled the first item
pool. It is likely that other researchers using the initial set of 95 coping behaviors
with other samples would come up with different factors, in particular when using
theory-guided confirmatory factor analysis. Therefore, this inventory is not well
compatible with the leading coping instruments. Instead, it represents a unique and
stimulating approach but may be restricted to the original study context.
The Life Situations Inventory (LSI): Coping Within Five Conflict Areas in
Later Life
Based on principal coping inventories, Feifel and Strack (1989) developed their
Life Situations Inventory (LSI) to assess three forms of coping: problem-
solving, avoidance, and resignation. Similar factors, that had been identified by
various studies, conform with leading theories. The approach aimed at coping with
real-life circumstances in middle-aged and elderly men.
The authors began with a collection of more than 70 coping behaviors found in
other instruments. By a rational selection procedure they eliminated those items
that appeared to be redundant or did not fit the three theoretical coping forms well
enough. They ended up with 28 items which they administered to 182 men. The
stress situations were not presented in the questionnaire, but were individually
generated by the participants. However, five conflict areas were given as a
guideline for the recall of personal problems: (a) decision making, (b) defeat in
competition, (c) a frustration-producing situation, (d) difficulty with an authority
figure, and (e) general disagreement with a peer. Subjects were asked to write
down a significant conflict they had experienced recently within each area. Then
they responded to how they had coped with it by answering the 28 LSI items.
Thus, these 28 items were repeated five times, once for each stress situation. The
instruction for the decision-making problem, for example, was: "Take a few
minutes and think about a situation in which you had trouble making a decision.
That is, you had to make a choice, and you were not sure what to do. It might have
been a decision involving just yourself, or involving your job, family, or friends.
Be sure that the decision ... is one that was important to you" (Feifel & Strack,
1989, p. 28). Participants came up with decision problems, such as finding a new
place to live or investing in the stock market. Each of the 28 LSI questions was
presented with a four-point response format indicating the degree of endorsement.
Examples are "How much did you try to settle things as soon as possible?"
(problem solving), "How much did you try not to think about the situation?"
(avoidance), and "How much did you feel that the final decision was beyond your
control?" (resignation).
Recent studies have used the CISS to predict state anxiety before an academic
exam (Endler, Kantor, & Parker, in press; Zeidner, in press). As a trait measure, its
predictive value for a situation-specific emotion obviously has to be very limited.
Rather, coping dispositions play a role as distal antecedents in more complex path
models that also include situation-specific coping responses.
Following is a list of the scale labels together with one example each. The first five
categories were established as subdimensions of problem-focused coping, and the
next five as subdimensions of emotion-focused coping. 1. Active coping
"I do what has to be done, one step at a time." 2. Planning
"I make a plan of action". 3. Suppression of competing activities
"I put aside other activities in order to concentrate on this." 4. Restraint coping
"I force myself to wait for the right time to do something." 5. Seeking social
support for instrumental reasons
"I talk to someone to find out more about the situation." 6. Seeking social support
for emotional reasons
"I talk to someone about how I feel." 7. Positive reinterpretation and growth
"I learn something from the experience." 8. Acceptance
"I learn to live with it." 9. Turning to religion
"I put my trust in God." 10. Focus on and venting of emotions
"I let my feelings out." 11. Denial
"I refuse to believe that it has happened." 12. Behavioral disengagement
"I just give up trying to reach my goal." 13. Mental disengagement
"I daydream about things other than this."
In addition to these 52 items, one coping behavior was kept as a single item that
pertained to alcohol or drug use. After the analysis, this was extended to another
four-item scale, along with one four-item scale concerning joking about the
stressor (Carver et al., 1989, p. 280). Most of the above scales were found to have
satisfactory psychometric properties, and evidence for validity is provided (cf.
Carver & Scheier, 1993; Carver, Scheier, & Pozo, 1992).
The authors argue that this is a theoretically based approach, and certainly, it is
more rational than many others. But the use of exploratory factor analysis
discounts this strategy because it is hardly suitable to test a theory, in particular
when used in a default manner with the eigenvalue criterion. Instead, a hierarchical
confirmatory factor analysis would have been appropriate. Theoretically, five of
the factors were established as subdimensions of problem solving, and five more as
subdimensions of emotional coping. This makes good sense, but requires a test of
the two levels. A second-order factor analysis did not replicate this hypothesized
structure (Carver et al., 1989, p. 274; see also Zeidner & Hammer, 1992).
Inspired by the transactional stress theory (Lazarus, 1966, 1991), Stone and Neale
(1984) attempted to develop an instrument to assess daily coping for use in
longitudinal studies. In a pilot study, subjects were asked how to handle a recent
problem and were asked to respond to 87 coping items. This was reduced to a 55-
item checklist in the subsequent study. Eight categories were established that were
labelled (a) distraction, (b) situation redefinition, (c) direct action, (d) catharsis, (e)
acceptance, (f) social support, (g) relaxation, and (h) religion. Since the
psychometric properties repeatedly turned out to be unsatisfactory, the authors
gave up their intention to construct psychometric rating scales with multiple items,
and decided to apply the eight categories directly with an open-ended response
format. It was filled out by 120 married individuals for 21 consecutive days.
Participants checked the appropriate categories and wrote down descriptions of
their coping behaviors where applicable. The authors claim content validity for this
measure and argue that this approach has advantages over traditional ones. In
particular, they question the usefulness of internal consistency in coping
measurement, of retrospective assessment, and of representing coping processes
that change over time by one static value for a specific coping strategy.
The fact that Stone and Neale (1984) failed to develop reliable and valid
psychometric coping scales and had to resort to a written structured interview can
be considered as a blessing today because their article has become influential and
has sparked an ongoing debate about the merits of situation-oriented coping
assessment (Folkman, 1992; Stone & Kennedy-Moore, 1992). It is argued, for
example, that inter-item covariation does not make sense when one strategy has
been used at the expense of others within the same subcategory, e.g., after "did
what I had to do" has been selected successfully, it is no longer necessary to "think
about different solutions to the problem." Within a traditional psychometric scale
designed to tap problem solving it would be expected that these items are highly
correlated. In an actual coping situation, however, they may be unrelated because
the first one is sufficient and the second may then be neglected. Another issue
pertains to the duration of the stressful encounter and the opportunity for coping
acts. If subjects recall an event experienced within the last year, those who report
an ongoing long term event could come up with more coping strategies than those
who report a very brief event or one that had just started. In addition, recall and
labelling of coping efforts could be influenced by its outcome. If "thinking about
the problem" is followed by failure it may be labelled "rumination", if followed by
success it could be interpreted as "planning" or "instrumental problem solving"
(Stone & Kennedy-Moore, 1992). It has also been found that the inapplicability of
part of the items within a specific stress context biases the scores (Ben-Porath,
Waller, & Butcher, 1991; Stone, Greenberg, Kennedy-Moore, & Newman, 1991).
For example, the item "learned to know myself better" may be applicable when
harm or loss is experienced or when patients suffer from a fatal disease, as opposed
to the item "made a person change her mind" that appears to be more applicable in
demanding interpersonal relationships. When the entire item pool of a coping scale
is presented, part of the items turn out to be inapplicable to the situation, and are
not only useless, but may even bias the results. These are merely a few critical
points put forward by those favoring a situation-oriented approach. Due to space
limitations, this highly important issue cannot be discussed here in more detail.
At Stage 3, the instruction says: "Imagine the situation finally turns out as follows:
You didn't carry out the job in the assigned time. Also, a lot of routine work
remained unfinished." Now, the third two-page questionnaire asks for feelings,
attributions, and intentions.
Some validation studies with small samples have been conducted yielding
satisfactory psychometric properties, in particular high retest reliabilities. The
newness of the inventory and its presentation in the German language may have
impeded a large-scale evaluation up to now. In addition, this inventory is designed
in a very complicated manner requiring not only an effort for the interviewee, but
also for the researcher in analyzing and interpretating the data. No other measure is
as closely composed in line with transactional stress theories, at the expense that it
is not as parsimonious as other measures. A great advantage is the consideration of
coping intentions and of different stages. However, the latter is of limited value
since this remains a scenario approach with hypothetical situations that change in a
hypothetical way. If the aim is to tap transactional processes it might be better to
conduct research in real-life situations. Nevertheless, this is a unique diagnostic
approach that challenges other assessment tools.
The procedure to generate a coping inventory can be more deductive (i.e., based on
theoretical assumptions), or more inductive (i.e., starting with observations). Both
directions are needed but, unfortunately, a firm balance between them is rarely
found (Burisch, 1984; Gough & Bradly, 1992). In addition, the conceptual and
technical quality of these steps is not always satisfactory, a point well made by
Parker and Endler (1992). Some authors collect items from preexisting
questionnaires fitting to some theoretical distinctions, add a few items of their own,
compute a factor analysis, and construct scales that match their judgment rather
than the empirical factor solution. Others do not collect their items in light of
theory, but they compile unsystematically a data base that may have a range too
narrow or too broad or that is otherwise biased; they then run sophisticated
statistical analyses and value the resulting coefficients more than may be justified.
In particular, some authors tend to pay lip service to a stress and coping theory that
focuses on context specifity, reciprocal processes and dynamics of the unfolding
encounter, but what they actually come up with is a kind of coping style inventory
that assesses a stable personality trait instead. A much clearer distinction between
personal coping resources, coping behaviors, and coping outcomes is often needed.
Assessing either dispositional or episodic coping has indeed been the main issue in
recent years (for example, see Cohen, 1987; Folkman, 1992; Stone & Kennedy-
Moore, 1992). Do individuals make rigid or flexible use of habitual coping
strategies across situations and across time points? Or is each coping episode
highly idiosyncratic and chiefly determined by the actual situation? The question
can be reframed by asking whether we prefer to study interindividual or
intraindividual differences. Another perspective would be to focus either on trait
coping or on state coping. These alternatives have implications for the
development of measures and for the psychometric properties that we can ask for.
Dispositional measures should be constructed according to high psychometric
standards, but this is a trade-off because such inventories cannot account for the
array of coping responses on a microanalytic level when dealing with the
complexity of a stressful encounter (Folkman, 1992). "Psychometric rigor may
prove to be a strait-jacket which can confine research and ignore the study of
process" (Leventhal et al., 1993, p. 95). High internal consistency, for example, can
be exptected when all coping responses within the same category (such as
avoidance) are likely to be used, not when only one of them is preferred which
may render the others redundant (Stone & Kennedy-Moore, 1992). High test-retest
reliability, for example, is a contradiction to the variability inherent in continuous
coping within a stress episode. However, it would be somewhat more applicable
when comparing individuals who cope with the same kind of stress at two distinct
points in time. Thus, coefficients should not be evaluated regardless of the
measurement context. If we could trade in reliability for validity, we would gain
something valuable, but this can only be accepted if there is empirical proof of it.
The nature of a stressful encounter and its cognitive appraisal influence the way
people cope with it. Imagining a possible future situation may provoke similar
reactions to recalling a past situation experienced as being stressful. Asking all
respondents to imagine the same fictitious stress situation has the obvious research
advantage of improved internal validity. In contrast, people who recall a prior real
life situation experience something that has a unique personal significance for them
but maybe not for others, which complicates comparability between situations.
This can be somewhat alleviated by classifying the recalled events into
distinct cognitive appraisals (such as challenge, threat, or loss) or to elicit certain
types of events in the first place (McCrae, 1984). But this has been rarely done.
Real-life events are often taken as "generic" stress, and then it becomes impossible
to relate coping to its context. If the research goal is to identify dispositional
coping strategies, one may resort to hypothetical scenarios as prototypical stress
situations, but if the aim is to describe actual coping, the situation parameters have
to be carefully studied. Sometimes life stress is defined by the selection of the
sample, for example when cancer patients, refugees, or rape victims are studied.
The issue here is whether population-specific/domain-specific inventories should
be developed or whether general coping inventories should be preferred in order to
allow for group comparisons. Again, the need of a yardstick is a matter of the
research question.
Some reports come up with two or three, others with 8, 13, or even 28 coping
scales, no matter whether they were developed in a more rational or in a more
empirical way. Dispositional instruments tend to include less, situation-oriented
measures tend to have more dimensions. There is agreement about some major
factors, such as either problem focus and emotion focus, or vigilance and
avoidance, or a combination of both sets. Obviously, these are conceptually at a
high level of abstraction, whereas others are more proximal to the coping
responses. Several authors, among them Krohne (1993) and Leventhal et al.
(1993), have suggested to establish hierarchies to account for this evidence. With
this purpose in mind, some researchers have conducted second-order factor
analyses, but the solutions have not been found stable across samples. Carver et al.
(1989), for example, extracted for their COPE scales four second-order factors;
Zeidner and Hammer (1992) found only two such factors based on a modified
version of the COPE inventory. Another example is the Ways of Coping
Questionnaire, which consists of eight strategies originally expected to be related
to problem-focused and emotion-focused coping. However, this has not been
demonstrated empirically. One likely reason for the common failure to link two
levels of coping strategies to each other lies in the technique of exploratory factor
analysis that is unsuitable for such a design. Instead, item sets should be
constrained to fit into a multidimension-multistrategy model to be tested by
confirmatory factor analysis.
A related issue lies in the meaning of coping dimensions. Problem solving and
emotion regulation, for example, are understood as coping functions (Folkman,
1992; Lazarus, 1991), vigilance and cognitive avoidance are interpreted
as attentional styles (Krohne, 1993, and this volume; Miller et al., 1993). However,
it has hardly been recognized that one specific coping act can serve different
functions. By seeking information, for example, one can calm down and reduce
threat, but also prepare subsequent action. Furthermore, individuals pursue a
variety of goals that may differ from time to time and from situation to situation.
Identifying personal coping intentions, therefore, is a prerequisite for a judgment
about certain coping efforts (Laux & Weber, 1993; Perrez & Reicherts, 1992). In
establishing a hierarchy of coping acts, one should top it with "generalized coping
intentions" (Leventhal et al., 1993), followed by strategies, acts, and even more
specific behaviors. The assessment of coping should then take place as a multilevel
process while the stressful encounter unfolds. Closest to this suggestion come
Perrez and Reicherts (1992), who have developed a computer-assisted data
collection procedure (called COMES) that allows to input self-reported coping
information during stressful interactions. The trade-off is that such data bases are
not only complicated to obtain, but also difficult to score, analyze, and interpret. In
light of this disadvantage, traditional psychometric scales will continue to serve a
purpose and will remain attractive in future research.
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