Elderly Development

Research and Theory for Nursing Practice: An International Journal, Vol. 28, No. 2, 2014

© 2014 Springer Publishing Company 113http://dx.doi.org/10.1891/1541-6577.28.2.113

Development of a Situation-Specific

Theory for Explaining Health-Related Quality of Life Among Older South

Korean Adults With Type 2 Diabetes

Sun Ju Chang, PhD

Department of Nursing Science, Chungbuk National University, South Korea

Eun-Ok Im, PhD

School of Nursing, University of Pennsylvania

The purpose of the study was to develop a situation-specific theory for explaining

health-related quality of life (QOL) among older South Korean adults with type 2

diabetes. To develop a situation-specific theory, three sources were considered:

(a) the conceptual model of health promotion and QOL for people with chronic\� and

disabling conditions (an existing theory related to the QOL in patients\� with chronic

diseases); (b) a literature review using multiple databases including Cumulative

Index for Nursing and Allied Health Literature (CINAHL), PubMed, PsycI\�NFO, and two

Korean databases; and (c) findings from our structural equation modelin\�g study on

health-related QOL in older South Korean adults with type 2 diabetes. The proposed

situation-specific theory is constructed with six major concepts includi\�ng barriers,

resources, perceptual factors, psychosocial factors, health-promoting behaviors, and

health-related QOL. The theory also provides the interrelationships among concepts.

Health care providers and nurses could incorporate the proposed situation-specific

theory into development of diabetes education programs for improving health-related

QOL in older South Korean adults with type 2 diabetes.

Keywords: situation-specific theory; older adults; type 2 diabetes;

health-related quality of life

Q

uality of life (QOL), which involves subjective perception of a wide range of

human experiences such as physical health, role/function, life satisfaction,

overall well-being, and interaction with the environment, is a universal

factor in both social and health sciences (Plummer & Molzahn, 2009). In particular, 114 Chang and Im

health care providers and health science researchers have an interest in evaluating

QOL and its relationship with health and health care. As a result, healt\�h-related

QOL and relevant investigations have evolved over several decades (Watkins &

Connell, 2004).

Health-related QOL focuses on the concepts of physical and mental health

along with relevant determinants from the patient’s perspective (Wandell, 2005). It

involves health perceptions and related factors from the individual to com\�munity

and national levels. Therefore, health-related QOL has been widely used in various

health-related fields such as patient care, health surveillance, and establishment of

health-related policies (Centers for Disease Control and Prevention, 20\�11). In par-

ticular, health-related QOL is a useful measurement for evaluating patient care\� at

the individual level among older adults with chronic diseases (Centers for Disease

Control and Prevention, 2011). This is because health-related QOL is a valid vari-

able for assessing the effectiveness of therapeutic interventions for ch\�ronic diseases

such as diabetes (Centers for Disease Control and Prevention, 2011). I\�n addition,

health-related QOL has been reported to be a strong predictor of mortality and

hospitalization among older adults (Dominick, Ahern, Gold, & Heller, 2002). For

these reasons, the impact of health-related QOL on the care of older adu\�lts with

chronic diseases has received significant attention. With a rapidly increasing older adult population and prevalence of chroni\�c diseases

in South Korea, health-related QOL in older adults with chronic diseases has emerg\�ed

as an important issue in the health care system (Chang, 2010). Type 2 diabetes, one

of the most common chronic diseases in older individuals, is believed to\� significantly

affect health-related QOL of older adults (Cho, 2004). For example, the results of a

Korea National Survey showed that health-related QOL in adults 65 years a\�nd older

with diabetes in South Korea was lower than that of individuals without diabetes

(Ministry of Health and Welfare, Korea Centers for Disease Control and Prevention,

2012). Hence, health care providers and researchers in South Korea are interested

in increasing the health-related QOL in older adults with type 2 diabetes. There has

been interest in developing theory-based approaches to promote health-re\�lated QOL

because assessments of health-related QOL conducted without a theoretica\�l basis

have failed to explain relationships between the determinants of health-related QOL

(Sousa & Kwok, 2006). Furthermore, theory-based approaches have been useful

for providing diabetes intervention and evaluating outcomes among patients with\�

type 2 diabetes (Osborn & Fisher, 2008).

BACKGROUND

There are several theories that could explain how health-related QOL is \�determined.

A conceptual model of health-related QOL devised by Wilson and Cleary (1995)

is the predominant health-related QOL theory. This model, which consists of five

levels including biological and physiological variables, symptoms, functional status,

general health perceptions, and QOL, has been adopted in health fields s\�uch as

ones involving major trauma care (Sleat, Ardolino, & Willett, 2011), heart failure A Situation-Specific Theory for Health-Related QOL 115

(Heo, Moser, Riegel, Hall, & Christman, 2005), and diabetes with complications

(Ribu, Hanestad, Moum, Birkeland, & Rustoen, 2007). However, some researchers

have argued that emotional and psychological variables (such as depress\�ion) that

are known to strongly influence health-related QOL are not included in the Wilson

and Cleary model and that few studies have examined the validity of this\� model

based on the simultaneous investigation of all five levels of the model (Sousa &

Kwok, 2006). Although other health-related QOL models and theories have\� been

introduced, the majority has focused on identifying the determinants of \�health-

related QOL rather than relationships between the determinants and their\� impact

on health-related QOL (Ferrans, 2005).

In diabetes care research, previous studies on health-related QOL have a\�dopted

existing theories such as self-determination theory (Williams et al., 2009) and self-

efficacy theory (Sturt, Hearnshaw, Farmer, Dale, & Eldridge, 2006). However, these

theories focus on behavior and behavioral changes. Thus, they do not inc\�orporate

health-related QOL-related determinants such as psychosocial factors inc\�luding

depression and social support (Rubin & Peyrot, 1999). From a nursing perspective, the concept of QOL has been embedded in existing

nursing theories such as Peplau’s theory of interpersonal relations, Roger’s science

of unitary human being, King’s interacting systems theory, Leininger’s transcultural

theory, and Parse’s human becoming theory (Plummer & Molzahn, 2009). However,

most existing nursing theories, which are influenced by Western cultural individualism,

are seldom suitable for South Korean populations because the cultural and socioeco-

nomic contexts of South Korea have been affected by collectivism and philosophical/

historical backgrounds that differ from Western experiences (Suh, 2011). In addition,

it was found that population-specific facilitators and barriers within c\�ultural contexts

need to be considered when developing effective diabetes interventions (\�Osborn &

Fisher, 2008). Thus, health care providers and researchers should consider theories that

reflect specific sociocultural, environmental, and demographical factors pertinent to

the population of interest. Given a limited population (older South Korean adults with

type 2 diabetes) and specific topic (health-related QOL), a situation\�-specific theory is

needed to develop because a situation-specific theory can comprehensivel\�y explain

care-related phenomena and promote nursing practice within a sociocultur\�al and

historical context unlike a midrange theory or a grand theory (Im, 2005\�). Here, we present a situation-specific theory for explaining the health-relat\�ed QOL in

older South Korean adults aged 65 years or older with type 2 diabetes that we named

the Health-related quality of life I n South Korean Older adults with type 2 D iabetes

(HIKOD) theory. By developing this theory, we have provided a framework that can

be used to identify factors influencing the health-related QOL in older \�South Korean

adults with type 2 diabetes and relationships between these factors and \�health-related

QOL. To develop the HIKOD theory, we adopted an integrative approach for devel-

oping situation-specific theories proposed by Im (2005). This integrat\�ive approach

consists of four steps: (a) verification of assumptions, (b) examina\�tion of the nursing

phenomenon using multiple sources, (c) theory construction, and (d) \�announcing/

sharing/testing the theory (Im, 2005). In this article, we describe the situation-specific

theory developmental process using the four-step integrative approach. 116 Chang and Im

METHODS

Assumptions

For the first step of the integrative approach, several assumptions were\� identified

and verified. First, we assumed that health-related QOL in patients with diabetes is

influenced by diverse and complex factors related to diabetes care. In a\�ddition, we

assumed that relationships between multiple factors and health-related QOL differ

among specific populations and according to sociocultural context. Final\�ly, from

a nursing perspective, we focused on well-being from the patient’s point of view

rather than on biological or pathological views. These assumptions may r\�esult in

potential limitations of the HIKOD theory. For example, the HIKOD theory may not

be applicable to other populations in different communities or social st\�ructures.

Also, the HIKOD theory does not include the objective variables such as glycated

hemoglobin (HbA1c) and blood glucose levels.

multiple sources

After verifying the assumptions for theory development, multiple sources were used

to develop the HIKOD theory. Three sources were used: (a) the conceptual model

of health promotion and QOL for people with chronic and disabling conditions (an

existing theory related to the QOL of patients with chronic diseases), (b) a litera-

ture review using multiple databases, and (c) findings from our struct\�ural equation

modeling (SEM) study on health-related QOL in older adults with type 2 diabetes.

The Conceptual Model of Health Promotion and QOL for People With Chronic

and Disabling Conditions. The conceptual model of health promotion and QOL for

people with chronic and disabling conditions devised by Stuifbergen (19\�95) was used

as a primary source for developing the HIKOD theory. This model was based on the

literature and research on patients with multiple sclerosis. It provides a framework

that explains the relationships between seven factors including demograp\�hics (e.g.,

age, gender, education, and employment), disease-related factors (e.g., severity and

duration of illness), barriers (e.g., financial problems and impairment), resources (e.g.,

income and social support), perceptual factors (e.g., self-efficacy an\�d demands of illness),

health-promoting behaviors, and QOL (Stuifbergen, 1995). The Stuifberg\�en (1995) con-

ceptual model suggests that five out of the seven factors (demographics, disease-related

factors, barriers, resources, and perceptual factors) directly influenc\�e health-promoting

behaviors and indirectly affect QOL via health-promoting behaviors. In a\�ddition, the

model suggests that health-promoting behaviors have a direct positive effect on QOL. Health care for older adults with chronic diseases such as diabetes involves

the improvement of health and QOL by promoting health and self-management

behaviors (Sabaté, 2003). In this regard, the Stuifbergen (1995) \�conceptual model

was suitable for developing the HIKOD theory because it adopts certain essential

concepts, such as health-promoting behaviors, QOL, and chronic diseases,\� that are

closely associated with the care of older adults with chronic diseases a\�nd provides

clear relationships between the concepts. Hence, development of the HIKOD theory

was guided by the Stuifbergen conceptual model. A Situation-Specific Theory for Health-Related QOL 117

Literature Review. To explore the current knowledge about health-related QOL

in older adults with type 2 diabetes, a literature review was conducted \�by searching

various databases including the Cumulative Index for Nursing and Allied \�Health

Literature (CINAHL), PubMed, PsycINFO, and two Korean databases (Research

Information Sharing Service and Korean Studies Information Service System).

Journal articles were included in the study when they were (a) written\� in English

or Korean, (b) published during the past 10 years, (c) published in nurs\�ing or clini-

cal journals, and (d) published using population-based data. Using the\� keywords

“diabetes,” “health-related QOL,” “Korean,” and “older adults or elderly,” six articles

were identified that met the inclusion criteria. Out of these six articl\�es, only two

concerned Korean older adults with type 2 diabetes. Hence, the studies on older

adults worldwide with type 2 diabetes were included in the literature re\�view. Using

the keywords diabetes, health-related QOL, and older adults or elderly, 33 articles

that met the inclusion criteria were retrieved. However, the number of retrieved

articles was too small to provide sufficient information about relationships between

factors that influence health-related QOL. Consequently, an extensive literature

search on QOL of adults with type 2 diabetes was conducted, and 231 arti\�cles that

met the inclusion criteria were obtained. The reference lists of all ret\�rieved articles

were also reviewed to identify additional articles. There were 270 artic\�les that were

ultimately retrieved by searching the databases, and all of the articles were critically

reviewed for this study. Based on the literature review findings, major concepts of the HIKOD theory

and their relationships were identified. Unlike the Stuifbergen (1995)\� model, we did

not include demographic or disease-related factors in the HIKOD theory. Instead,

depression, which is a factor that strongly influences the health-relate\�d QOL of older

adults with type 2 diabetes, was included in the HIKOD theory as a major concept.

Data from the literature review were integrated into the theory developm\�ent and

are described in the following sections according to each major concept \�including

barriers, social support, perceptual factors, depression, health-promoti\�ng behaviors,

and health-related QOL. Findings From the SEM Study. The results from the SEM study were used to

develop the HIKOD theory. The SEM study by Chang (2010) was performed to

identify predictors of health-related QOL in older South Korean adults with type 2

diabetes and explore paths to health-related QOL according to multiple f\�actors

such as barriers to self-management, social support, family support, sel\�f-efficacy,

depression, and diabetes self-management behaviors using an SEM analysis. In

this study, a convenience sample of 287 South Korean adults aged 65 years or older

with type 2 diabetes participated in face-to-face surveys. The data were\� collected

from February 8, 2010 to February 28, 2010 at one senior center in Seoul\�, South

Korea. The instruments used in the study included the Diabetes Self-Care Barriers

Assessment Scale for Older Adults to evaluate barriers, the Diabetes Sup\�port Scale

to measure social support, the Diabetes Family Behavior Checklist II to \�evaluate

family support, the Self-Efficacy for Diabetes scale to assess self-efficacy, the Center

for Epidemiological Studies Depression Scale to evaluate depression, the Summary

of Diabetes Self-Care Activities Questionnaires to assess diabetes self-\�management 118 Chang and Im

behaviors, and the Audit of Diabetes Dependent Quality of Life to measure health-

related QOL. Collected data were analyzed using descriptive analyses, Pe\�arson’s

correlation analyses, multiple regression analyses, and an SEM analysis. More

detailed information about this study was also found in a subsequent pub\�lication

(Chang, 2010). Findings from the SEM study were integrated into the HI\�KOD theory

development and are described in the following section.

DISCUSSION

HiKoD t Heory

Based on the assumptions made, the Stuifbergen (1995) conceptual model, and lit-

erature review findings, the HIKOD theory was constructed with six major concepts:

(a) barriers conceptualized as barriers to diabetes self-management be\�haviors,

(b) resources conceptualized as social support, (c) perceptual factors conceptualized

as self-efficacy, (d) psychosocial factors conceptualized as depression, (e) health-\�

promoting behaviors conceptualized as diabetes self-management behaviors\�, and

(f) health-related QOL. Relationships between these major concepts are\� illustrated

in Figure 1. Out of these six major concepts, three (barriers, resource\�s, and percep-

tual factors) directly affect health-related QOL and indirectly impact \�health-related

QOL via health-promoting behaviors and depression. Two of the six major concepts

(health-promoting behaviors and psychosocial factors) directly influen\�ce health-

related QOL, and mediate interactions between three major concepts (bar\�riers,

Figure 1. The HIKOD theory.

Health-promoting behaviors

• Diabetes self-management behaviors

Barriers

• Barriers to diabetes self-management behaviors

Resources

• Social support (family support)

Perceptual factors• Self-efficacy

Psychosocial factors• Depression Health-related quality of life A Situation-Specific Theory for Health-Related QOL 119

resources, and perceptual factors) and health-related QOL. A detailed description

of the major HIKOD theory concepts and their interrelationships are presented in

the following text with supporting evidence obtained from the literature\� review and

the SEM study (Chang, 2010).

Barriers. Barriers represent a major concept of the HIKOD theory adopted from the

Stuifbergen (1995) conceptual model. Barriers are defined as perceptio\�ns regarding

difficulties, discomfort, or inaccessibility that affect the selection a\�nd performance

of health-promoting behaviors. In this study, these could be interpreted as barriers

against the adoption of diabetes self-management behaviors. Patients with type 2 diabetes are confronted by barriers to diabetes sel\�f- management

behaviors because performing these activities requires a lot of time and\� can affect

every domain of a patient’s daily life (Clark & Hampson, 2001). Furthermore, these

barriers tend to be age-dependent among individuals with type 2 diabetes\�. For

example, older adults experience difficulties with exercise because of diminish\�ed

physical function and the presence of comorbidities such as arthritis. I\�n contrast,

younger adults view a busy life as a barrier to exercise (Song, Lee, & Shim, 2010). Interestingly, barriers to diabetes self-management behaviors in older South

Korean individuals are influenced by cultural and historical factors (Pa\�ik, 2008). For

example, older South Korean adults with type 2 diabetes are reluctant to observe

food intake requirements because most experienced the Korean War and economi-

cally harsh times. Consequently, these individuals did not take in enough food as

children and tend to consume more food to compensate for their difficult\� childhood

(Choi, Jang, & Nam, 2008; Paik, 2008). In addition, the permissive Korean attitude

toward alcohol consumption represents a barrier to diabetes self-managem\�ent

behaviors in older adults (Song et al., 2010). Barriers to diabetes self-management behaviors were found to be positive\�ly

associated with depression in older South Korean adults with type 2 diabetes (Jang,

2007) and negatively associated with diabetes self-management behaviors\� (Choi

et al., 2008). In addition, previous studies have shown that barriers to diabetes self-

management behaviors are strongly and negatively associated with QOL (Lee, 2008). The relationships between barriers to diabetes self-management, depressi\�on,

diabetes self-management behaviors, and health-related QOL are supported by the

SEM study (Chang, 2010). Barriers to diabetes self-management were fou\�nd to be

positively correlated with depression (r 5 .40, p , .01) and negatively correlated

with diabetes self-management behaviors (r 5 2.26, p , .01) and health-related

QOL (r 5 2.22, p , .01; Chang, 2010). Resources. Resources defined by Stuifbergen (1995) were also incorporated as

a concept into the HIKOD theory. Resources refer to personal and environmental

factors that facilitate the use of health-promoting behaviors (Stuifber\�gen, 1995). In

particular, social support has been identified as a core resource for patients wit\�h

chronic diseases (Stuifbergen, 1995). Social support in the context of diabetes care refers to emotional, info\�rmational,

appraisal, and tangible support received from family, significant others, or commu-

nities when a person plans to perform or is performing diabetes self-man\�agement

behaviors (Williams & Bond, 2002). Social support provides opportunities which 120 Chang and Im

allow patients with type 2 diabetes to express their diabetes-related co\�ncerns and

needs to family members, significant others, or communities (Williams & Bond,

2002). For these reasons, social support is a crucial factor that can reduce depres-

sion, promote diabetes self-management behaviors, and improve QOL (Jang, 2007).

In the HIKOD theory, focus was placed on social support provided by family

members (family support). South Korean society is traditionally based on the family

unit, and South Koreans, especially older adults, tend to attach great value to their

families (Chang, 2003). Thus, the family-centered attitudes of South Koreans impact

the lives of individuals in many different ways. For example, these attitudes affect

social, political, and economic philosophies as well as health and healt\�h-related

domains (Chang, 2003). A previous study also reported that diabetes ca\�re for older

South Korean adults with type 2 diabetes is strongly influenced by the attitudes of

family members toward diabetes and diabetes care (Choi et al., 2002). Findings of our literature review demonstrated the role of family suppor\�t in dia-

betes care for older South Korean adults with type 2 diabetes. South Korean older

adults lacking family support tend to be more depressed (Jang, 2007), \�whereas

those with high levels of family support are more likely to engage in di\�abetes self-

management behaviors (Cho, Jeon, Lee, & Lee, 2003). Furthermore, family support

has been reported to be positively associated with QOL in older South Korean adults

with type 2 diabetes (Choi et al., 2002; Lee, 2008) and have an indirect positive

effect on QOL by encouraging diabetes self-management behaviors (Cho, 2004). Results of the SEM study support the importance of relationships between\� family

support, depression, and health-related QOL. Older South Korean adults with type 2

diabetes who perceived that their families were not supportive of diabet\�es care are

more likely to be depressed (r 5 .15, p , .05). Furthermore, the perceived absence of

family support for diabetes care was found to be negatively correlated w\�ith health-

related QOL (r 5 2 .13, p , .05). However, no relationships between family support and

diabetes self-management behaviors were observed in the SEM study (Chan\�g, 2010). Perceptual Factors. Perceptual factors were derived from the Stuifbergen (1995)

conceptual model and incorporated into the HIKOD theory as a major concept. These

factors are defined as ones associated with the perceptions of individua\�ls with a

chronic disease that are related to health, health-promoting behaviors, \�and QOL

and include self-efficacy, perceived health, and demands of illness (Stuifbergen,

1995). Based on our literature review, the HIKOD theory was focused on self-efficacy

related to diabetes self-management behaviors. Self-efficacy, an individual’s belief in his or her capability to perform specific

behaviors in a specific context, is closely related to behavior and behavioral changes

(Bandura, 1986). In other words, a person with a higher degree self-efficacy is more

likely to more successfully fulfill specific behavioral requirements. This characteristic

has been demonstrated in health behavior–related studies of behaviora\�l changes

such as smoking cessation, regular performance of physical exercise, healthy eating,

and HIV prevention (Chang, 2010). Diabetes self-management behaviors involve

ones governing diet, regular physical activity, regular blood glucose monitoring,

and adherence to medication. Self-efficacy is thus a significant factor in terms of

facilitating and enhancing diabetes care (Cho et al., 2003). A Situation-Specific Theory for Health-Related QOL 121

Our literature review showed that self-efficacy plays a meaningful role \�in the

care of individuals with type 2 diabetes. It has been reported that pati\�ents who

have a high level of self-efficacy related to diabetes care tend to be l\�ess depressed

(Jun, Shin, Kim, & Kwon, 2007). In addition, data from previous studie\�s of older

South Korean have demonstrated positive relationships between self-efficacy and\�

diabetes self-management behaviors (Cho et al., 2003; Lee, 2005). Furthermore,

self-efficacy was found to be a significant predictor of QOL among patie\�nts with

type 2 diabetes (Choi, 2000). According to the SEM study (Chang, 2010), older South Koreans with type 2

diabetes and a high level of self-efficacy are less likely to be depress\�ed (r 5 2.13,

p , .05) and more likely to engage in diabetes self-management behaviors (r 5 .33,

p , .01). In addition, self-efficacy related to diabetes self-management b\�ehaviors is

positively correlated with increased health-related QOL ( r 5 .15, p , .05).

Psychosocial Factors. Based on our literature review, we selected psychosocial

factors, which refer to ones that psychologically and/or socially affect\� an individual

(Yale Medical Group, 2013), as a major concept. The HIKOD theory was focused on

depression, which is a well-recognized common comorbidity of diabetes (\�Blazer,

Moody-Ayers, Craft-Morgan, & Burchett, 2002). Depression is defined as an emot\�ional

state that may disrupt daily life (National Institute of Mental Health,\� 2011). Previous

studies have reported that approximately 24%–40% of those with type 2\� diabetes

experience significantly high levels of depression (Goldney, Phillips, Fisher, & Wilson,

2004). In addition, a meta-analysis demonstrated that people with diabe\�tes are twice

as likely to develop depression (Anderson, Freedland, Clouse, & Lustman, 2001). A

previous study also showed that depressive symptoms are more frequent am\�ong

older Korean Americans with diabetes (Jang, Park, Cho, Roh, & Chiriboga, 2012). Depression and the accompanying symptoms are prevalent health problems a\�mong

older adults (Yoo & Sung, 2009). In South Korea, approximately 30% of adults aged

65 years and older have experienced severe levels of depression; the pre\�valence

of these conditions among adults older than age 85 years is even higher \�(43%) and

increasing (Ministry of Health and Welfare, Korea Centers for Disease Control and

Prevention, 2012). In particular, rapidly increasing suicide rates among older adults

in South Korea have made depression among this population a significant social

issue (Park, 2011). Accordingly, we considered older South Korean adults with

diabetes vulnerable to depression. Findings of our literature review illustrate the critical role played by\� depression

in older adults with type 2 diabetes as well as the effects of depressio\�n on diabe-

tes self-management behaviors and health-related QOL. Previous studies o\�f older

South Korean community dwelling adults with type 2 diabetes have indicated that\�

depression is negatively correlated with diabetes self-management behavi\�ors (Kim

& Song, 2012). In fact, it has been reported that depression is the mos\�t important

factor that influences health-related QOL of older adults with type 2 diabetes. Kim

(2011) found that depression in older South Korean adults with type 2 diabetes has

a strong negative correlation with health-related QOL. Kim, Chae, and Cho (2009)

also discovered that older South Korean adults with type 2 diabetes who experienced

high levels of depression are less likely to be satisfied with life. 122 Chang and Im

The inverse relationships between depression, diabetes self-management behav-

iors, and health-related QOL are supported by the SEM study (Chang, 201\�0). It was

found that depression is negatively correlated with diabetes self-manage\�ment

behaviors (r 5 2.44, p , .01) and health-related QOL (r 5 2.43, p , .01). In addi-

tion, a structural equation model demonstrated that depression has a dir\�ect nega-

tive effect on health-related QOL and an indirect negative effect on hea\�lth-related

QOL by negatively influencing diabetes self-management behaviors (Chang\�, 2010). Health-Promoting Behaviors. Health-promoting behaviors as described in the

Stuifbergen (1995) conceptual model were also included in the HIKOD theory. In

Stuifbergen conceptual model, health-promoting behaviors are cooperative behaviors

that aid adaptation to lifestyle changes and provide adequate health maintenance

for patients with chronic illnesses. Health promoting behaviors can also directly

affect QOL and mediate paths between QOL and factors such as barriers, resources,

and perceptual factors (Stuifbergen, 1995). In the context of diabetes\� care, diabetes

self-management behaviors could be deemed health-promoting behaviors tha\�t

include “physical activity, healthy eating, taking medications, monitoring blood

glucose levels, diabetes self-care and related problem solving skills, r\�educing the

risks of acute and chronic complications, and psychosocial aspects of li\�ving with

diabetes” (Funnell et al., 2012). In addition, patients with diabet\�es can adapt to

lifestyle changes while achieving adequate health and functional status \�by adopting

a set of diabetes self-management behaviors (Cho, 2004). The findings of our literature review indicate that diabetes self-manage\�ment behaviors

confer considerable benefits in terms of improving the QOL in older adults with diabetes.

Older South Korean adults with type 2 diabetes that adopt diabetes self-management

behaviors are more likely to be satisfied with their QOL (Cho, 2004; Ki\�m et al., 2009).

The exact reason why diabetes self-management behavior results in better\� QOL is

still unclear, but Cochran and Conn (2008) suggested that achieving good glycemic

control by adhering to diabetes self-management behaviors helps patients\� feel better

and therefore affects health-related QOL. On the other hand, it was also\� suggested that

older adults who experience type 2 diabetes onset later in life find it more difficult to

change their lifestyle, and this may negatively impact health-related QOL (Chia, 2007). The SEM study revealed a strong positive correlation between diabetes se\�lf-

management behaviors and health-related QOL (r 5 .56, p , .01). In addition,

diabetes self-management behaviors in the structural equation model were found

to be the strongest influencing factor of health-related QOL. These behaviors also

mediate paths from self-efficacy and depression to health-related QOL (Chang, 2010). Health-Related QOL. Health-related QOL is the sixth and final major concept

incorporated into the HIKOD theory. Health-related QOL is a multidimensional fac-

tor that includes physical, functional, psychological, and social well-b\�eing resulting

from health-promoting behaviors in patients with chronic diseases (Rubin & Peyrot,

1999). In particular, type 2 diabetes has a marked effect on health-related QOL (Cho,

2004). In fact, overall QOL in patients with diabetes has been reported to be poorer

than that in general populations (Ministry of Health and Welfare, Korea Centers for

Disease Control and Prevention, 2012). QOL in older adults with type 2 \�diabetes

is also lower than that in other age groups because of physical and psychosocial A Situation-Specific Theory for Health-Related QOL 123

restrictions, decreased social support, the burden of behavioral changes such as

diet restriction, and increased medical expenses (Trief, Wade, Pine, & Weinstock,

2003). Furthermore, previous studies have concluded that older adults with type 2

diabetes feel significant pressure to perform diabetes self-management b\�ehaviors

in their daily lives and fear the risks posed by diabetes-related compli\�cations (Chia,

2007; Trief et al., 2003). For these reasons, optimizing QOL is regarded an important

goal of diabetes care for older adults (Suhl & Bonsignore, 2006).

Poorer health-related QOL in older adults with diabetes has been found in South

Korea. According to the Korean Ministry of Health and Welfare and Korea Centers

for Disease Control and Prevention (2012), South Korean adults aged 60 years or

older have poorer health-related QOL compared to all other age groups. I\�n addi-

tion, health-related QOL in older South Korean adults with diabetes is decreased

compared to individuals in the same age group who do not have chronic di\�seases

(Ministry of Health and Welfare, Korea Centers for Disease Control and Prevention,

2012). Hence, the importance of optimizing health-related QOL for older adults

with diabetes in South Korea has been realized, and health-related QOL has been

identified as a suitable outcome for evaluating the care of this population. According to the SEM study (Chang, 2010), the mean health-related QOL \�score

of older South Korean adults with a mean age of 75.2 years was 23.37 (29 5 the

poorest QOL, 1 3 5 the highest QOL). Results of the SEM study showed that barriers,

self-efficacy, depression, and diabetes self-management behaviors significantly affect

the health-related QOL of older South Korean adults with type 2 diabetes and that

these variables account for 38.8% of the total variance (Chang, 2010).

implicA tion for n ursing

Based on the HIKOD theory, we provide some implications for practice and research.

First, health care providers and nurses need to consider multiple factors influencing

health-related QOL in older South Korean adults with type 2 diabetes when they

take care of older patients with type 2 diabetes. Also, health care providers and

nurses could incorporate the HIKOD theory concepts and their interrelationships

into development of diabetes interventions for promoting diabetes self-m\�anagement

behaviors and improving health-related QOL in older South Korean adults with type

2 diabetes. For further theoretical development of the HIKOD theory, future studies

are needed to test and validate the HIKOD theory using a pilot/intervention tech-

nique. Furthermore, the theory must be validated in other age groups and different

settings to extend the theory to other patient populations because the t\�heory is

developed for a limited population in a defined cultural context and the\�refore may

not be applicable to other age groups, communities, or social structures.

CONCLUSION

The HIKOD theory provides a framework that explains how the health-related

QOL in older South Korean adults with type 2 diabetes is influenced by multiple

factors including barriers, resources, perceptual factors, psychosocial \�factors, and 124 Chang and Im

health-promoting behaviors. This theory is situation-specific and can be\� easily

applied in specific fields of nursing practice and research. We believe that the HIKOD

theory has great potential for promoting diabetes education and diabetes\�-related

research for older adults with type 2 diabetes in South Korea.

REFERENCES

Anderson, R. J., Freedland, K. E., Clouse, R. E., & Lustman, P. J. (2001). The prevalence of comor-

bid depression in adults with diabetes: A meta-analysis. Diabetes Care, 24(6), 1069–1078.

Bandura, A. (1986). Social foundations of thought and action: A cognitive social theory. Englewood

Cliffs, New York, NY: Prentice Hall.

Blazer, D. G., Moody-Ayers, S., Craft-Morgan, J., & Burchett, B. (2002). Depression in diabe- tes and obesity: Racial/ethnic/gender issues in older adults. Journal of Psychosomatic

Research, 53(4), 913–916.

Centers for Disease Control and Prevention. (2011). Health-related quality of life (HRQOL). Retrieved from http://www.cdc.gov/hrqol/concept.htm

Chang, K. S. (2003). The state and families in South Korea’s compressed fertility transition: A time for policy reversal? Journal of Population and Social Security (Population), 1, 596–610.

Chang, S. J. (2010). Structural equation modeling on health-related quality of life in older adults with type 2 diabetes mellitus (Unpublished doctoral dissertation). Seoul National University,

Seoul, South Korea.

Chia, L. (2007). The characteristics that associate with health-related quality of life in patien\�ts with type-2 diabetes (Unpublished doctoral dissertation). University of Pittsburgh,

Pittsburgh, PA.

Cho, Y. I. (2004). A structural model for health promotion behaviors and the quality of life of patients with type 2 diabetes mellitus (Unpublished doctoral dissertation). Kyung Hee

University, Seoul, South Korea.

Cho, Y. I., Jeon, H. Y., Lee, J. E., & Lee, Y. H. (2003). The relationship between the perceived family support, self-efficacy, and health promoting life style with diabetes mellitus.

Dongnam Health College Journal, 21(2), 65–79.

Choi, G. A., Jang, S. M., & Nam, H. W. (2008). Current status of self-management and barriers in elderly diabetic patient. Korean Diabetes Journal, 32(3), 280–289.

Choi, J. S. (2000). Predictive factors on quality of life in type 2 diabetic patients. (Unpublished master’s thesis). Kosin University, Pusan, South Korea.

Choi, Y. J., Kim, H. B., Kim, M. K., Shim, M. S., Lee, J. S., Kim, M. J., & Jung, C. H. (2002). Family support and life quality in elderly diabetic patients. The Journal of Korean Diabetes, 3(3),

270–279.

Clark, M., & Hampson, S. E. (2001). Implementing a psychological inter\�vention to improve lifestyle self-management in patients with type 2 diabetes. Patient Education and Counseling,

42(3), 247–256.

Cochran, J., & Conn, V. S. (2008). Meta-analysis of quality of life outcomes following dia- betes self-management training. The Diabetes Educator, 34(5), 815–823. http://dx.doi

.org/10.1177/0145721708323640

Dominick, K. L., Ahern, F. M., Gold, C. H., & Heller, D. A. (2002). Relationship of health-related quality of life to health care utilization and mortality among older adults. Aging Clinical

and Experimental Research, 14(6), 499–508.

Ferrans, C. E. (2005). Definitions and conceptual models of quality of\� life. In J. Lipscomb, C. C. Gotay, & C. Snyder (Eds.), Outcomes assessment in cancer (pp. 14–30). Cambridge,

England: Cambridge University. A Situation-Specific Theory for Health-Related QOL 125

Funnell, M. M., Brown, T. L., Childs, B. P., Haas, L. B., Hosey, G. M., Jensen, B., . . . Weiss, M.

A. (2012). National standards for diabetes self-management education. \�Diabetes Care,

35(Suppl. 1), S101–S108. http://dx.doi.org/10.2337/dc12-s101

Goldney, R. D., Phillips, P. J., Fisher, L. J., & Wilson, D. H. (2004). Diabetes, depression, and quality of life: A population study. Diabetes Care, 27(5), 1066–1070.

Heo, S., Moser, D. K., Riegel, B., Hall, L. A., & Christman, N. (2005). Testing a published model of health-related quality of life in heart failure. Journal of Cardiac Failure, 11, 372–379.

Im, E. O. (2005). Development of situation-specific theories: An integrative approach. Advances

in Nursing Science, 28(2), 137–151.

Jang, S. M. (2007). Factors influencing depression of the elder diabet\�ic patients: Comparison between hospital and community diabetic patients. Korean Journal of Social Work Studies,

34, 181–202.

Jang, Y., Park, N. S., Cho, S., Roh, S., & Chiriboga, D. A. (2012). Diabetes and depressive symptoms among Korean American older adults: The mediating role of subjective

health perceptions. Diabetes Research and Clinical Practice, 97(3), 432–437. http://dx.doi

.org/10.1016/j.diabres.2012.03.018; 10.1016/j.diabres.2012.03.018

Jun, J. S., Shin, K. H., Kim, W. S., & Kwon, J. H. (2007). The moderating effects of individual variables: The influence of diabetes stress on depression. Korean Journal of Health

Psychology, 12(4), 851–868.

Kim, D. B., Chae, S. J., & Cho, W. K. (2009). The influence of the health promotion behaviors on the life satisfaction of the elderly with diabetes: A mediating effect of depression. Journal

of the Korean Gerontological Society, 29(1), 101–116.

Kim, M. H. (2011). Correlation between depression and quality of life for diabetic elderly \�patients in insulin therapy (Unpublished master’s thesis). Catholic University of Pusan, Pusan,

South Korea.

Kim, S. A., & Song, M. (2012). The relation between glucose control, s\�elf-care and depression in community dwelling older adults with diabetes. Perspective in Nursing Science, 9(2), 94–101.

Lee, M. S. (2008). A study of the model construction of the quality of life in type 2 diabetes mellitus (Unpublished doctoral dissertation). Chungang University, Seoul, South Korea.

Lee, N. H. (2005). Self-efficacy and self-care behaviors in elderly patients with diabetes mellitus

(Unpublished master’s thesis). Kwandong University, Kangwon, South Korea.

Ministry of Health and Welfare, Korea Centers for Disease Control and Prevention. (2012). Korea

health statistics 2011: Korea national health and nutrition examination survey (KNHANES

V-2). Retrieved from http://knhanes.cdc.go.kr/knhanes/index.do

National Institute of Mental Health. (2011). Depression. Retrieved from http://www.nimh.nih .gov/health/publications/depression/depression-booklet-pdf.pdf

Osborn, C. Y., & Fisher, J. D. (2008). Diabetes education: Integrating theory, cultural consider- ations, and individually tailored content. Clinical Diabetes, 26(4), 148–150.

Paik, J. E. (2008). Differences of perceived successful aging according to tr\�aditional values for Korean elderly. Journal of the Korean Gerontological Society, 28(2), 227–249.

Park, W. M. (2011). A study of correlation of depression and suicide in elders: Focused on elderly

in skilled nursing facilities (Unpublished master’s thesis). Dongkuk University, Seoul,

South Korea.

Plummer, M., & Molzahn, A. E. (2009). Quality of life in contemporary nursing theory: A concept anal- ysis. Nursing Science Quarterly, 22(2), 134–140. http://dx.doi.org/10.1177/0894318409332807

Ribu, L., Hanestad, B. R., Moum, T., Birkeland, K., & Rustoen, T. (2007). A comparison of the health-related quality of life in patients with diabetic foot ulcers, with a diabetes group

and a nondiabetes group from the general population. Quality of Life Research, 16(2),

179–189. http://dx.doi.org/10.1007/s11136-006-0031-y

Rubin, R. R., & Peyrot, M. (1999). Quality of life and diabetes. Diabetes/Metabolism Research

and Reviews, 15(3), 205–218. 126 Chang and Im

Sabaté, E. (2003). Adherence to long-term therapies: Evidence for action. Geneva, Switzerland:

World Health Organization.

Sleat, G. K., Ardolino, A. M., & Willett, K. M. (2011). Outcome measures in major trauma care: A review of current international trauma registry practice. Emergency Medicine Journal,

28, 1008–1012.

Song, M., Lee, M., & Shim, B. (2010). Barriers to and facilitators of self-manageme\�nt adherence in Korean older adults with type 2 diabetes. International Journal of Older People Nursing,

5(3), 211–218. http://dx.doi.org/10.1111/j.1748-3743.2009.00189.x; 10.1111/j.1748-3743

.2009.00189.x

Sousa, K. H., & Kwok, O. M. (2006). Putting Wilson and Cleary to the test: Analysis of a HRQOL conceptual model using structural equation modeling. Quality of Life Research, 15(4),

725–737. http://dx.doi.org/10.1007/s11136-005-3975-4

Stuifbergen, A. K. (1995). Health-promoting behaviors and quality of l\�ife among individuals with multiple sclerosis. Scholarly Inquiry for Nursing Practice, 9(1), 31–50.

Sturt, J., Hearnshaw, H., Farmer, A., Dale, J., & Eldridge, S. (2006). The Diabetes Manual trial protocol—A cluster randomized controlled trial of a self-manage\�ment interven-

tion for type 2 diabetes [ISRCTN06315411]. BMC Family Practice, 7, 45. http://dx.doi

.org/10.1186/1471-2296-7-45

Suh, E. (2011). Exploring theory synthesis through an analysis of situation-specific theories in Korea. Perspective in Nursing Science, 8(1), 10–19.

Suhl, E., & Bonsignore, P. (2006). Diabetes self-management education for older adults: General principles and practical application. Diabetes Spectrum, 19(4), 234–240.

Trief, P. M., Wade, M. J., Pine, D., & Weinstock, R. S. (2003). A comparison of health-related quality of life of elderly and younger insulin-treated adults with diabe\�tes. Age and Ageing,

32(6), 613–618.

Wandell, P. E. (2005). Quality of life of patients with diabetes mellitus. An overview of research in primary health care in the Nordic countries. Scandinavian Journal of Primary Health

Care, 23(2), 68–74. http://dx.doi.org/10.1080/02813430510015296

Watkins, K., & Connell, C. M. (2004). Measurement of health-related QOL in diabetes mellitus. Pharmacoeconomics, 22(17), 1109–1126.

Williams, K. E., & Bond, M. J. (2002). The roles of self-efficacy, outcome expectancies and social support in the self-care behaviours of diabetics. Psychology, Health & Medicine ,

7(2), 121–141.

Williams, G. C., Patrick, H., Niemiec, C. P., Williams, L. K., Divine, G., Lafata, J. E., . . . Pladevall, M. (2009). Reducing the health risks of diabetes: How self-determinati\�on theory may help

improve medication adherence and quality of life. The Diabetes Educator, 35(3), 484–492.

http://dx.doi.org/10.1177/0145721709333856

Wilson, I. B., & Cleary, P. D. (1995). Linking clinical variables with health-related quality of life. A conceptual model of patient outcomes. Journal of the American Medical Association,

273(1), 59–65.

Yale Medical Group. (2013). Psychosocial factors. Retrieved from http://www.yalemedicalgroup

.org/stw/Page.asp?PageID=STW023873

Yoo, J. H., & Sung, H. Y. (2009). The moderating effect of family relationship on depression i\�n the elderly. Journal of the Korean Gerontological Society, 29(2), 717–728.

Correspondence regarding this article should be directed to Sun Ju Chang, PhD, Department

of Nursing Science, Chungbuk National University, 52 Naesudong-ro, Chungju City, Chungbuk,

361-763, South Korea. E-mail: [email protected] R epro duce d w ith p erm is sio n o f th e c o pyrig ht o w ner. F urth er r e pro ductio n p ro hib ite d w ith out

p erm is sio n.