I very much appreciate all the thought given to trying to describe PEM, and as is evident, this is a challenging task, and our group has been dealing with these issues for many years, using quantitative, qualitative and mixed method approaches. I generally do not post my thoughts on these sites, but thought this time, it might be useful to do so. At the end of this post, we provide references to some of our work in this area, and how those publications can be accessed for those that want more details of our path. We do have many other articles that deal with PEM, but this is a sample of the types of work our group has been doing, some of it dating back to the mid-1990s. Certainly, getting feedback is helpful, and we think that continuing efforts to define this critical symptom is important for the field.
Madison Sunnquist and I have read through the thread, and it seems like there are 2 main categories of criticism regarding our work:
Critique 1: The DSQ symptoms don’t reflect their experiences of PEM (e.g., PEM might involve flu-like symptoms, as opposed to muscle soreness or fatigue; some individuals focused on the delayed onset feature of PEM, though we do have an item that mentions ‘next day’ soreness). Even though each individual symptom might not reflect the varied presentations of PEM, in our large sample (>1,000 individuals with ME), 95.4% reported PEM (ie, had at least one of the symptoms at a frequency/severity >=2), so it does appear that, overall, we’re capturing most individuals in our samples. Additionally, in our DSQ 2.0 (which we have been working on for the past year), we’ll be adding the following symptom (based upon one of our study’s participatory PEM research) that seems to be more consistent with many of the suggestions we saw in the threads: “
Worsening of symptoms after mild activity.” According to one of our RA’s work, 93.8% of our participants with ME endorsed this symptom (f/s>=2/2), but almost all of these individuals had also endorsed one of our original PEM items as well.
Critique 2: Individuals might not experience PEM if they pace. This is a good point, and have considered treating our PEM items in a similar manner to how we changed our alcohol intolerance item. For example, we could preface the statements with, “If you were to engage in activity…” Despite this critique, as we mentioned above, most participants still report significant PEM; our thought is that this is due to the 6-month timeframe (it seems like it would be exceptionally difficult to pace consistently for half of a year).
If you go to this site:
https://www.researchgate.net/ then, do a search on my name (Leonard A. Jason) and when you get to my cite, request full text of any of the articles below, and I can send you via researchgate a private copy.
McManimen, S. L., Sunnquist, M. L., & Jason, L. A. (in press). Deconstructing post-exertional malaise: An exploratory factor analysis.
Journal of Health Psychology, 1-11. Published online August 25, 2016
. doi: 10.1177/1359105316664139
Post-exertional malaise is a cardinal symptom of myalgic encephalomyelitis and chronic fatigue syndrome. There are two differing focuses when defining post-exertional malaise: a generalized, full-body fatigue and a muscle-specific fatigue. This study aimed to discern whether post-exertional malaise is a unified construct or whether it is composed of two smaller constructs, muscle fatigue and generalized fatigue. An exploratory factor analysis was conducted on several symptoms that assess post-exertional malaise. The results suggest that post-exertional malaise is composed of two empirically different experiences, one for generalized fatigue and one for muscle-specific fatigue.
McManimen, S. L., & Jason, L. A. (2017). Post-exertional malaise in patients with ME and CFS with comorbid Fibromyalgia.
SRL Neurology & Neurosurgery, 3, 22-27. PMCID: PMC5464757
Myalgic Encephalomyelitis (ME) and Chronic Fatigue Syndrome (CFS) share some similar symptoms with Fibromyalgia (FM). Prior research has found increased illness severity when patients have FM that is comorbid with ME and CFS. For example, Post- Exertional Malaise (PEM) has been shown to be more severe in those with comorbid FM. However, PEM can be separated into two factors, Muscle and General PEM. It is unknown if the more severe PEM findings in comorbid FM are due to the Muscle or General PEM factor. The purpose of this study was to determine if the PEM differences seen between patients with and without comorbid FM exist for the Muscle or General PEM factors. An international convenience sample was collected via an online questionnaire. The questionnaire assessed the frequency and severity of several PEM-related symptoms. Additionally, participants provided information regarding the course and characteristics of their illness. Participants that indicated a comorbid diagnosis of FM displayed significantly more frequent and severe PEM symptoms in the Muscle and General PEM factors. The FM group also indicated significantly worse physical functioning compared to the group without comorbid FM. The secondary diagnosis of FM in addition to ME and CFS appears to amplify the PEM symptomatology and worsen patients’ physical functioning. The findings of this study have notable implications on the inclusion of patients with comorbid FM in ME and CFS research studies.
Jason, L.A., Ohanian, D., Brown, A., Sunnquist, M., McManimen, S., Klebek, L., Fox, P., & Sorenson, M. (2017). Differentiating Multiple Sclerosis from Myalgic Encephalomyelitis and Chronic Fatigue Syndrome.
Insights in Biomedicine, 2, No. 2: 11. doi: 10.21767/2572-5610.100011
Multiple Sclerosis (MS), Myalgic Encephalomyelitis (ME), and Chronic Fatigue syndrome are debilitating chronic illnesses, with some overlapping symptoms. However, few studies have compared and contrasted symptom and disability profiles for these illnesses for the purpose of further differentiating them. The current study was an online self-report survey that compared symptoms from a sample of individuals with MS (N = 120) with a sample of individuals with ME or CFS (N = 269). Respondents completed the self-report DePaul Symptom Questionnaire. Those individuals with ME or CFS reported significantly more functional limitations and significantly more severe symptoms (for fatigue, post-exertional malaise items, sleep items, pain items, neurocognitive items, autonomic items, neuroendocrine items, and immune items) than those with MS. The implications of these findings are discussed.
Jason, L.A., Evans, M., So, S., Scott, J., & Brown, A. (2015). Problems in defining post-exertional malaise.
Journal of Prevention and Intervention in the Community, 43(1), 20-31. doi: 10.1080/10852352.2014.973239
PMCID: PMC4295644
Post-Exertional Malaise (PEM) is a cardinal symptom of the illnesses referred to as Myalgic Encephalomyelitis (ME), Myalgic Encephalomyelitis/chronic fatigue syndrome (ME/CFS), and chronic fatigue syndrome (CFS). PEM is reported to occur in many of these patients, and with several criteria (e.g., ME and ME/CFS), this symptom is mandatory (Carruthers et al., 2003, 2011). In the present study, 32 participants diagnosed with CFS (Fukuda et al., 1994) were examined on their responses to self-report items that were developed to capture the characteristics and patterns of PEM. As shown in the results, the slight differences in wording for various items may affect whether one is determined to have PEM according to currently used self-report criteria to assess CFS. Better understanding of how this symptom is assessed might help improve the diagnostic reliability and validity of ME, ME/CFS, and CFS.
Jason, L.A., & Evans, M. (2012). To PEM or not to PEM? That is the question for case definition.
Research 1st Retrieved May 2, 2012 at:
http://www.research1st.com/2012/04/27/pem-case-def/
The criteria for defining cases is an important topic in research and medicine. For chronic fatigue syndrome, it has been a vexing topic whether one considers CFS to be a new condition identified with the 1988 case definition (Holmes, et al.) or a new (if unwanted) name for a condition that has existed for decades, if not centuries, by other names. Here we will examine the cluster of symptoms known as post-exertional malaise (PEM) and its importance in defining the condition. PEM is also known as post-exertional relapse. It refers to the aggravation of various symptoms following even modest physical or mental exertion.
Jason, L.A., Sunnquist, M., Brown, A., Furst, J., Cid, M., Farietta, J., Kot, B., Bloomer, C., Nicholson, L., Williams, Y., Jantke, R., Newton, J.L., & Strand, E.B. (2015). Factor analysis of the DePaul Symptom Questionnaire: Identifying core domains.
Journal of Neurology and Neurobiology, 1(4). doi
http://dx.doi. org/10.16966/2379-7150.114 PMCID: PMC4830389
The present study attempted to identify critical symptom domains of individuals with Myalgic Encephalomyelitis (ME) and chronic fatigue syndrome (CFS). Using patient and control samples collected in the United States, Great Britain, and Norway, exploratory factor analysis (EFA) was used to establish the underlying factor structure of ME and CFS symptoms. The EFA suggested a four-factor solution: post-exertional malaise, cognitive dysfunction, sleep difficulties, and a combined factor consisting of neuroendocrine, autonomic, and immune dysfunction symptoms. The use of empirical methods could help better understand the fundamental symptom domains of this illness.
Jason, L.A., Jessen, T., Porter, N., Boulton, A., Njoku, M.G., & Friedberg, F. (2009). Examining types of fatigue among individuals with ME/CFS.
Disability Studies Quarterly, 29, (available at
http://www.dsq-sds.org/article/view/938/1113).
Severe, persisting fatigue is a prominent symptom of Myalgic Encephalomyelitis/chronic fatigue syndrome (ME/CFS), but individuals with this illness frequently report the occurrence of unique fatigue states that might be different from conventional symptoms of fatigue. The present study attempted to assess a comprehensive set of fatigue symptoms that have been commonly reported among patients with ME/CFS. A 22-item fatigue questionnaire was developed and administered to 130 persons diagnosed with ME/CFS and 251 controls. Adequate scale reliability was found. Factor analyses revealed a five-factor structure for participants with ME/CFS but only a one factor solution for the control group. The new scale was also contrasted with other more traditional scales developed to measure fatigue. Findings suggest that individuals with ME/CFS experience different types of fatigue than what are reported in the general populations.