- Research article
- Open Access
The Farsi version of the Hypomania Check-List 32 (HCL-32): Applicability and indication of a four-factorial solution
BMC Psychiatry volume 11, Article number: 14 (2011)
Data from the Iranian population for hypomania core symptom clusters are lacking. The aim of the present study was therefore to apply the Farsi version of the Hypomania-Check-List 32 (HCL-32), and to explore its factorial structure.
A total of 163 Iranian out-patients took part in the study; 61 suffered from Major Depressive Disorder (MDD), and 102 suffered from Bipolar Disorders (BP). Participants completed the Mood Disorder Questionnaire (MDQ) and the Hypomania Checklist (HCL-32). Exploratory factor analyses were used to examine the properties of the HCL-32. A ROC-curve analysis was performed to calculate sensitivity and specificity.
The HCL-32 differentiated between patients with MDD and with BP. Psychometric properties were satisfactory: sensitivity: 73%; specificity: 91%. MDQ and HCL-32 did correlate highly. No differences were found between patients suffering from BP I and BP II.
Instead of the two-factorial structure of the HCL-32 reported previously, the present pattern of factorial results suggest a distinction between four factors: two broadly positive dimensions of hypomania ("physically and mentally active"; "positive social interactions") and two rather negative dimensions ("risky behavior and substance use"; "difficulties in social interaction and impatience").
The Farsi version of the HCL-32 proved to be applicable, and therefore easy to introduce within a clinical context. The pattern of results suggests a four factorial solution.
There is evidence that bipolar disorders have been under-diagnosed (cf. ), and recent findings suggest that bipolar disorders are increasing among children and adolescents . However, increased efforts are being made to overcome the lack of research and instruments [3, 4]. In this respect, the Hypomania Check-List 32 (HCL-32; ) has gained considerable importance. For instance, the HCL-32 has been applied with adolescents [6–8], with a non-clinical sample of young adults , and with a broad range of patients suffering from affective disorders in Europe, South America, and the Far East [1, 3]. In this respect, Carta et al  were able to show in a clinical sample that the HCL-32 was a sensitive screening instrument for bipolar disorder in a psychiatric setting. Currently, a short version consisting of 16 instead of 32 items is being validated , and recently, the HCL-32 has been used to screen patients suffering mood disorders more generally . However, for the Persian (or Farsi) language area, research is scare and this holds particularly for the Islamic Republic of Iran. In Iran, it is estimated that at least 7 million people (9.43% of the population) suffer from one or more psychiatric disorders , while the mental health pattern in Iran is similar to that of western countries . Bipolar disorders, however, are under-investigated in this country. To address this lack of research, the aim of the present study was four-fold: 1) to introduce a Farsi version of the Hypomania-Check-List-32 (HCL-32; ), a self-rating questionnaire to assess hypomania; 2) to determine whether the HCL-32 allows a distinction between patients with Major Depressive Disorder (MDD) and Bipolar Disorder (BP), and between patients with BP I (periods of depressive and manic stages) and BP II (periods of depressive and hypomanic stages) disorders; 3) to compare the data with those from an established questionnaire (Mood Disorder Questionnaire: MDQ; [13, 14]), and 4) to explore the factorial properties of the Farsi version.
The study was conducted at the Iran University of Medical Sciences, Tehran, and the Research Center for Behavioural Disorders and Substance Abuse of Hamadan University of Medical Sciences, Hamadan. The study was approved by the Hamadan ethical committee (Iran). Written informed consent was obtained from each participant before inclusion.
A total of 179 out-patients were approached. Patients were included if they were willing and able to participate and to complete the questionnaires, and if experts' ratings diagnosed MDD or BP according to the DSM-IV. Of the patients approached, nine (5%) were excluded due to comorbid disorders (substance abuse). 170 agreed to participate at the first interview (95%), and 163 (91%) completed the questionnaires correctly. Of these, 61 suffered from Major Depressive Disorder (MDD) and 102 suffered from Bipolar Disorder (BP I; n = 59 and BP II; n = 43). Clinical characteristics of the patients are shown in Table 1.
As shown in Table 1, the three groups did not differ with respect to gender distribution, age or age at onset of illness, but did differ with respect to the duration of illness and the number of affective episodes.
Experts at the two study centres diagnosed patients based on DSM-IV criteria . To do so, a psychiatric interview was conducted using the SCID (Structured Clinical Interview for DSM Disorders  and the Schedule for Affective Disorders and Schizophrenia (SADS; ). Afterwards, patients completed the Mood Disorders Questionnaire (MDQ;, Farsi version: [14, 18]). The MDQ assesses bipolar disorders and consists of 13 items focusing on the occurrence of mood changes (answers: yes (= 1) or no (= 0)), the occurrence of mood disorders within the same period of time, and the possible adverse impact of mood changes on everyday life. Psychometric properties of the Farsi version have been shown to be robust and satisfactory [14, 18]. Higher scores reflect increased occurrence of bipolar disorders. Cronbach's alphas: entire sample:.85; patients with MDD:.82; patients with BP I and II:.88.
Next, patients also completed the Hypomania-Check-List 32 . The HCL-32 consists of 32 statements concerning behavior (e.g., "I spend more money/too much money"), mood (e.g., "My mood is significantly better"), and thoughts (e.g., "I think faster") within the last four weeks. Answers are "yes" (= 1) or "no" (= 0), and higher scores reflect more marked hypomanic states. Cronbach's alphas: entire sample:.84; patients with MDD:.82; patients with BP I and II:.90. Cronbach's alphas thus do imply a high degree of internal consistency. To ensure optimal translations, we rigorously followed the procedure proposed by Brislin (; cf. ); that is to say, the English items were translated into Farsi, and then back-translated into English by an independent translator. Consensus was reached on a final version that was subjected to the translation-retranslation process.
Overall, patients needed about 15 minutes to complete the two questionnaires.
Pearson's correlations were computed to compare the sum scores between MDQ and HCL-32. To test for differences between patients with MDD and BP with respect to the MDQ and HCL-32, instead of the classical Student's t-test the more robust Welch-test ''w'' was used [20, 21]. Single Welch-tests were also used to compare the present data with results from historical samples as reported in Angst et al. . The HCL-32 items were submitted to factor analysis with orthogonal rotation. Logistic regression and ROC curve analysis were performed to estimate the sensitivity and specificity of HCL-32 as a screening method to discriminate between patients with MDD and those with BP.
Test results with an alpha level below .05 were reported as significant. However, we placed more emphasis on effect sizes (d) following Cohen's advice [22, 23] that the importance of p-values should not be overestimated. Effect sizes for t- and w-tests were calculated following Cohen , with 0.49 ≥ d ≥ 0.20 indicating small (i.e., negligible practical importance), 0.79 ≥ d ≥ 0.50 indicating medium (i.e., moderate practical importance), and d ≥ 0.80 indicating large (i.e., crucial practical importance) effect sizes.
The relation between HCL-32 and MDQ scores was statistically significant (entire sample: r = .68, p < .01; patients with MDD: r = .61, p < .01; patients with BP: r = .72, p < .001).
Compared to patients with MDD, patients with BP had both higher HCL-32 scores (MDD: M = 16.26, SD = 9.39; BP: M = 19.83, SD = 5.50: w(111.97) = 2.62, p = .01, d = 0.59), and higher MDQ scores (MDD: M = 7.77, SD = 3.29; BP: M = 9.80, SD = 3.95: w(144.23) = 1.79, p = .04, d = 0.51). No differences were found for HCL-32 and MDQ scores between patients with BP I or BP II (ws < 0.88, ps > .38).
Comparison of the HCL-32 scores of the Iranian sample with data from samples of patients suffering from MDD and BP from Northern Europe, South America and East Asia
Statistical characteristics of Northern European, South American and East Asian were taken from Angst et al. (2010) . Compared to samples from Northern Europe, South America and East Asia, the Iranian patients with MDD did not differ in HCL-32 scores. Compared to samples from Northern Europe, South America and East Asia, the patients with BP did have higher scores, though effect sizes were small to medium, indicating negligible to medium practical importance (see Table 2).
Sensitivity and specificity of the HCL-32 scores with respect to the diagnoses
After binary logistic regression with MDD and BP as a dependent variable and HCL-32 scores as an independent variable, sensitivity, i.e., the number of subjects correctly identified with MDD, was found to be 73%, whereas specificity, i.e., the number of subjects correctly identified with BP, was found to be 91%, corresponding to an overall precision of 82%. The optimal cut-off point was 14.5. Applying this cut-off, 81% of the patients with BP were above the cut-off score (patients with MDD: 31% were above the score. For a cut-off score of 7 for the MDQ: patients with BP: 79%; patients with MDD: 28%. Considering the AUC (area under the curve) value of 0.81 of the ROC curve, this result was at the middle, but still satisfactory, limit for heuristic approaches (cf. ).
Reducing the 32 items to factors
The first ten factors extracted by the factor analysis had eigenvalues greater than 1, together accounting for 68% of the overall variance. However, following Brown , a further item selection was performed as follows: items were excluded if they loaded on more than one factor (i.e., cross-loadings), or if they showed small loadings on all factors (i.e., low communalities). On this basis ten out of 32 items were excluded. A factor analysis of the 22 remaining items yielded four factors with eigenvalues greater than 1, together accounting for 78% of the variance. The first factor, labelled "Positively physically and mentally active" had an eigenvalue of 4.29; for the second factor, labelled "Positive social interactions", the eigenvalue was 3.49; for third factor, labelled "Risky behavior and substance use", the eigenvalue was 2.35; for the fourth factor, labelled "Difficulties in social interaction and impatience" the eigenvalue was 1.56 (see Table 3). The first two factors may be considered positive dimensions ("bright" or "sunny" side of hypomania), the latter two factors may be considered negative dimensions ("dark" side of hypomania).
The main results of the present study are that the Farsi version of the HCL-32 did correlate highly with an existing self-rating questionnaire for bipolar disorders (MDQ), that it discriminated between patients with MDD and BP, that mean scores did not substantially differ from those of samples drawn from other continents, and that contrary to previous findings, a four-factorial, rather than a two-factorial solution emerged.
Strong correlations between the established Farsi version of the MDQ and the present HCL-32 do suggest that the Farsi version of the HCL-32 measures the same psychological construct, hypomanic stages within bipolar disorders. Moreover, Cronbach's alphas reflected a consistently high internal consistency. Therefore, the Farsi version seems applicable for these disorders. Moreover, one needs only few minutes to complete the HCL-32; this implies that the present version is a quick and easy self-assessment tool. In this regard, the present data do also fit well within the broad range of findings which suggest a cross-cultural and generalized presence of bipolar disorders [1, 3].
Whereas the present questionnaire enables discrimination of patients with MDD and patients with BP, it does not allow a distinction between patients with BP I and BP II. The underlying reasons remain unclear, though one might speculate that in the current sample differences between patients with BP I and BP II were not present at the time of the survey. Another reason may be that the mood states, rather than being categorical entities, may be better viewed within a continuum ranging from one pole (depressive symptoms) to another (manic stage; cf. [7, 26]), and that within this continuum BP I and BP II stages are barely detectable by self-rating. In this view, it is also of note that previous research with the HCL-32 has not consistently allowed a distinction between BP I and BP II [1, 5, 27] (but see also ).
In contrast to previous studies (cf. [28, 1, 11, 6, 7]), a four-factor rather than a two-factor structure emerged. However, Holtmann et al. , applying the HCL-32 with a sample of adolescents (mean age: 17.1 years), found a three-factor structure, with the first factor ''active-elated'' reflecting symptoms related to energy and activity. By contrast, the adult factor ''irritable-risk taking'' was better reflected by two separate factors (''disinhibited/stimulation-seeking'' and ''irritable-erratic''). Importantly, these factors were associated with externalizing problems. Also differing from earlier two-factorial solutions, Rybakowski et al.  reported a three-factor solution for a sample of patients suffering from treatment-resistant depression. Factor 1 was related to elevated mood and increased activity, factor 2 was related to increased sexual activity, whereas factor 3 was related to irritability. In brief, it seems that the factorial structure of the HCL-32 is not conclusively limited to two factors, and that solutions may vary as a function of the sample concerned.
Despite the new findings, several issues warrant against generalization, and these data should be interpreted cautiously. First, the sample size is rather small and issues related to gender were not taken into account. However, we emphasized effect size calculations which are not sensitive to sample sizes. Second, comorbid substance use or dependence is relatively common in bipolar disorder, and to some degree also in depression. However, respondents with comorbid substance use were excluded from the sample. As a result, data may be biased and not entirely representative. Third, recall of hypomanic symptoms in the past as assessed by the HCL-32 and MDQ might have been biased by current clinical state. Fourth, results from comparisons with samples taken from Angst et al.  should be interpreted cautiously because of the uneven distribution of patients suffering from MDD and BP. Fifth, only patients willing and able to participate and to complete the questionnaires were included in the study; therefore, again, results may be biased. Sixth, the cross-sectional design does not allow investigation of further implications related to the long-term development of the assessed mood changes. Seventh, compared to other findings (e.g., ) the cut-off of 14.5 points to distinguish between patients suffering from MDD and BP might be rather high, though this cut-off point is comparable to other studies (cf. [5–7, 9]). Last, statistical comparisons between the present data and statistical information from other samples were not systematically controlled for gender and age.
The Farsi version of the HCL-32 is easy to complete and provides detailed information (on four dimensions) about what a patient thinks about her/his hypomanic stages. Therefore, the questionnaire is easily applicable within the clinical context. Future research might focus on the issue of the extent to which these four dimensions predict long-term development of patients' mood changes. Moreover, the Farsi version of the HCL-32 is also widely applicable, since about 150 million of people throughout the world use Farsi as first or second language.
Angst J, Meyer TD, Adolfsson R, Skeppar P, Carta M, Benazzi F, Lu RB, Wu YH, Yang HC, Yuan CM, Morselli P, Brieger P, Katzmann J, Teixeira Leao IA, Del Porto JA, Hupfeld Moreno D, Moreno RA, Soares OT, Vieta E, Gamma A: Hypomania: a transcultural perspective. World Psychiatry. 2010, 9: 41-49.
Holtmann M, Duketis E, Postka L, Zepf FD, Poustka F, Bölte S: Bipolar disorder in children and adolescents in Germany: national trends in the rates of inpatients, 2000-2007. Bipolar Disorders. 2010, 12: 155-163. 10.1111/j.1399-5618.2010.00794.x.
Wu YS, Angst J, Ou CS, Chen HC, Lu RB: Validation of the Chinese version of the hypomania checklist (HCL-32) as an instrument for detecting hypo(mania) in patients with mood disorders. J Affect Disord. 2008, 106: 133-143. 10.1016/j.jad.2007.06.004.
Forty L, Kelly M, Jones L, Jones I, Barnes E, Caesar S, Fraser C, Gordon-Smith K, Griffiths E, Craddock N, Smith DJ: Reducing the Hypomania Checklist (HCL-32) to a 16-item version. J Affect Disord. 2010, 124: 351-356. 10.1016/j.jad.2010.01.004.
Angst J, Adolfsson R, Benazzi F, Gamma A, Hantouche E, Meyer TD, Skeppar P, Vieta E, Scott J: The HCL-32: towards a self-assessment tool for hypomanic symptoms in outpatients. J Affect Disord. 2005, 88: 217-33. 10.1016/j.jad.2005.05.011.
Brand S, Luethi M, Von Planta A, Hatzinger M, Holsboer-Trachsler E: Romantic love, hypomania, and sleep pattern in adolescents. J Adolesc Health. 2007, 41: 69-76. 10.1016/j.jadohealth.2007.01.012.
Brand S, Angst J, Holsboer-Trachsler E: Is the increase of hypomanic stages during adolescence gender- and developmental task-related?. World J Biol Psychiatry. 2010, 11: 231-239. 10.3109/15622970701429854.
Holtmann M, Pörtner F, Duketis E, Flechtner HH, Angst J, Lehmkuhl G: Validation of the Hypomania Checklist (HCL-32) in a nonclinical sample of German adolescents. J Adolesc. 2009, 32: 1075-1088. 10.1016/j.adolescence.2009.03.004.
Brand S, Gerber M, Pühse U, Holsboer-Trachsler E: 'Bright side' and 'dark side' hypomania are associated with differences in psychological functioning, sleep and physical activity in a non-clinical sample of young adults. J Affect Disord.
Carta MG, Hardoy MC, Cadeddu M, Murru A, Campus A, Morosini PL, Gamma A, Angst J: The accuracy of the Italian version of the Hypomania Checklist (HCL-32) for the screening of bipolar disorders and comparison with the Mood Disorder Questionnaire (MDQ) in a clinical sample. Clin Pract Epidemiol Ment Health. 2006, 2: 2-10.1186/1745-0179-2-2.
Meyer TD, Bernhard B, Born C, Fuhr K, Gerber S, Schaerer L, Langosch JM, Pfennig A, Sasse J, Scheiter S, Schöttle D, van Calker D, Wolkenstein L, Bauer M: The Hypomania Checklist-32 and the mood disorder questionnaire as screening tools - going beyond samples of purely mood-disordered patients. J Affect Disord.
Mohammadi MR, Davidian H, Noorbala AA, Malekafzali H, Naghavi HR, Pouretemad HR, Yazdi SA, Rahgozar M, Alaghebandrad J, Amini H, Razzaghi EM, Mesgarpour B, Soori H, Mohammadi M, Ghanizadeh A: An epidemiological survey of psychiatric disorders in Iran. Clin Pract Epidem Mental Health. 2005, 26: 1-16.
Hirschfeld RM, Williams JB, Spitzer RL, Calabrese JR, Flynn L, Keck PE, Lewis L, McElroy SL, Post RM, Rapport DJ, Russell JM, Sachs GS, Zajecka J: Development and validation of a screening instrument for bipolar spectrum disorder: the Mood Disorder Questionnaire. Am J Psychiatry. 2000, 157: 1873-1875. 10.1176/appi.ajp.157.11.1873.
Shabani A, Koohi-Habibi L, Nojomi M, Chimeh N, Ghaemi SN, Soleimani N: The Persian Bipolar Spectrum Diagnostic Scale and mood disorder questionnaire in screening the patients with bipolar disorder. Arch Iranian Medicine. 2009, 12: 41-47.
American Psychiatric Association (APA): Diagnostic and Statistical Manual of Mental Disorders. 2000, Washington, DC: American Psychiatric Association
Michael B, Spitzer RL, Gibbon M, Williams JBW: Structured Clinical Interview for DSM-IV Axis I Disorders Clinician Version (SCID-CV). 1996, Washington, DC American Psychiatric Press
Endicott J, Spitzer RL: A diagnostic interview: the schedule for affective disorders and schizophrenia. Arch Gen Psychiatry. 1978, 35: 837-844.
Hormozi MR: The assessment of reliability and validity of the Persian MDQ. 2007, Dissertation, Iran University of Medical Sciences, Tehran, Iran
Brislin RW: The wording and translation of research instrument. Field methods in cross-cultural research. Edited by: Lonner WJ, Berry JW. 1986, Beverly Hills, CA: Sage, 137-164.
Welch BL: The generalization of Student's problem when several different population variances are involved. Biometrika. 1947, 34: 28-35.
Scheffé H: Practical solutions to the Behrens-Fisher problem. J Am Statistical Association. 1970, 65: 1501-1508.
Cohen J: Statistical power analysis for the behavioral sciences. 1988, Hillsdale, NJ: Lawrence Erlbaum Associates
Cohen J: A power primer. Psychol Bull. 1992, 112: 155-159. 10.1037/0033-2909.112.1.155.
Hagen MD: Test characteristics. How good is that test?. Primary care. Medical decision making. Edited by: Bergus GR, Cantor SB. 1995, Philadelphia PA: W.B. Saunders Company, 213-233.
Brown TA: Confirmatory factor analysis for applied research. 2006, New York, NY: The Guilford Press
Angst J, Gamma A: A new bipolar spectrum concept: a brief review. Bipolar Disord. 2002, 4: 11-14. 10.1034/j.1399-5618.4.s1.1.x.
Vieta E, Sánchez-Moreno J, Bulbena A, Chamorro L, Ramos JL, Artal J, Pérez F, Oliveras MA, Valle J, Lahuerta J, Angst J, EDHIPO (Hypomania Detection Study) Group: Cross validation with the mood disorder questionnaire (MDQ) of an instrument for the detection of hypomania in Spanish: the 32 item hypomania symptom check list (HCL-32). J Affect Disord. 2007, 101: 43-55. 10.1016/j.jad.2006.09.040.
Hantouche EG, Angst J, Akiskal HS: Factor structure of hypomania: interrelationships with cyclothymia and the soft bipolar spectrum. J Affect Disord. 2003, 73: 39-47. 10.1016/S0165-0327(02)00319-1.
Rybakowski JK, Angst J, Dudek D, Pawlowski T, Lojko D, Siwek M, Kiejna A: Polish version of the Hypomania Checklist (HCL-32) scale: the results in treatment-resistant depression. Eur Arch Psychiatry Clin Neuroscie. 2010, 260: 139-144. 10.1007/s00406-009-0030-4.
The pre-publication history for this paper can be accessed here:http://www.biomedcentral.com/1471-244X/11/14/prepub
We thank Nick Emler (Surrey, UK) for proofreading the manuscript, and David Allemann for data entry and data management.
The authors declare that they have no competing interests.
MH and HB translated the English version of the HCL-32 into Farsi, conducted the study, ran the experts' ratings, collected the questionnaires and supervised the study. JA provided the questionnaires and the scientific background. EHT provided the scientific background and co-wrote the manuscript. SB proposed and initiated the study, performed the statistical analyses, and co-wrote the manuscript. All authors read and approved the final manuscript.
Mohammad Haghighi, Hafez Bajoghli contributed equally to this work.
About this article
Cite this article
Haghighi, M., Bajoghli, H., Angst, J. et al. The Farsi version of the Hypomania Check-List 32 (HCL-32): Applicability and indication of a four-factorial solution. BMC Psychiatry 11, 14 (2011). https://doi.org/10.1186/1471-244X-11-14
- Bipolar Disorder
- Major Depressive Disorder
- Mood Disorder
- Major Depressive Disorder
- Mood Change