of three models of nursing
A comparison Judith M Chavasse
Models of nursing need to be understood and also assessed for contextual relevance. An attempt to understand three models in a practical way is described, using two case studies to illustrate them. Questions about their suitability in the context of Irish nursing at this time are discussed.
stimuli.
A COMPARISON OF THREE MODELS OF NURSING One
ing Studies lecturers clinical over
in University
should expertise.
the
stimuli
beliefs of the Department
of the
years
1986
the
study
models
College
and
in the
summer
decided
of nursing
of Nurs-
Dublin
try to maintain How this is done
author
that
is that
of
which
to
ities
(Orem
this
article
models of nursing consideration: those described Tierney,
Sr.
Orem.
The
which
comprises
venting,
first
Callista is based
were chosen for by Roper, Logan
components ation model
and
modes: role
cept, dependence the ROY, affected experiences
and
Dorothea
on a model of Living seeking
of living with
in health physiological
function (Riehl person
and
and & Roy as an
by the world this world
illness
needs,
and
effects
which
&
Roy
maintain to
though
the using McFarlane
1986).
Orem’s individual
called
explore
analysis
model
three
suggested
activ-
The
the
in
models
in
in Table
1,
by
1980). using
of
activities
will be made
tabulated
(McFarlane
person unclear
Self Care
the
are
is described
are
round
to
stimuli
the
time
No attempt
they
a framework
Residual
this
health,
1980).
contribute
be affecting
at
im-
Elizabeth care
three
of two
models
as
for the descriptions.
pre-
in four self con-
of
inter-
1980). According adaptive system
through
may
most
contextual
(dependant)
relations
within
person;
stimuli
is organised
patients
(Roper et al 1980). Roy’s Adaptdescribes the goal of nursing as the
adaptation
adaptive
Roy
Activities
comforting
person’s
(Andrews
detail,
Three
which
whose
needed
caring
is that
the
of the focal stimulus.
vacation
for patients.
and
the effect
nursing
actually
stimulus
are all other
are factors but
focal
confronting
a level of has varied
she
while
The
mediately
without,
various
types
J M Chavasse BA RGN RNT Director, Department of Nursing Studies, Universii College Dublin Manuscript accepted November 1996
to is and of
Case 1 This
patient
had
initially
because
was
she had
loss, shortness leg.
an
been
a poor
of breath
Eventually,
caecum
with By
patient
was severely
but cared
the
in no pain. speak
for
appetite, and
the
for in a ward
some
and
alert
of
met
was
her
the
and
quite
weak,
and
could
hear,
difficulty. which
weight
of the left
anaemia
author
jaundiced
She was without
who care
of carcinoma
metastases
time
woman medical
swelling
a diagnosis liver
made.
see and
80-year-old
admitted
uses
She was being team
nursing, 177
178
NURSE
EDUCATION
TODAY
Table 1 Analysis of three models of nursing
Orem
ROY
Type of Model
Roper
Systems: adaptation
Systems: self-care
Systems: activities of living
Goal-content
Assisting man toward health by promoting and supporting his adaptive abilities
Assist man to achieve health and develop an optimal level of self-care agency
Maintaining activities of living (ALs); preventing, comforting, minimising dependency
Prescriptions
Manipulation of focal, contextual and residual stimuli
Acting for or doing for, guiding, supporting, providing a developmental environment, teaching
Goals negotiated between nurse and patient
Survey list Agency (action)
Nurse-patient Patient: adaptive system; it is the patient who must do the adapting Nurse: the supporter and promotor of adaptation
Nurse-patient Nurse: designer and controller of the system; possible substitute self-care agent Patient: assumption of self-care always stressed
Nurse-patient Nurse may observe and record, act for, work with, teach, help to adjust to (considerable emphasis on recording data)
Procedure
Nursing process Assessment, planning, intervention and reassessment
Nursing process Assessment, planning, intervention, evaluation
Dynamics
Patient: adaptive mechanisms Nurse: problem solving ability
Nursing process Determination of need for nursing, design system and plan for implementation and initiating, conducting, and controlling the system Nurse: knowledge of science and technologies Patient: abilities, interest and motivation
Patients
Man: a biopsychosocial being in constant interaction with his environment; on a particular point on healthillness continuum
Man with therapeutic self-care demands that cannot be met by his own self-care agency
Framework
Any setting, any time, with man in relation to situations of health and illness
Wherever the goal of nursing activity can be realised
Wherever an individual is unable to carry out ALs for himself
Terminus
When the patient adapts to stimuli placing unusual demands on him
Patient’s achievement of his optimal level of self-care agency
Whether or not the goals set by patient and nurse have been reached
following Tierney
a modification model (hereafter
of the Roper, referred
Logan,
to as Roper’s
identified. her
long
The hair
Nurse: information from physiological, psychological, and nursing science Patient: key behaviours observable in all human beings Man and his activities of living (ALs); he may or may not be able to carry these out for himself
patient plaited
edentulous
observed
living with the exception
using the other two moelds for comparison
sexuality
as a learning
planned,
Roy’s
using
Roper’s
model.
Activities
of
She was
also assessed and a nursing care plan drawn up
which was not assessed. Table 2 shows the nursing problems identified and intervention living, such as personal cleansing and dressing, are not recorded unless problems have been
and moisture.
daily, mouth
model). Figure 1 shows the extent of her dependence in relation to all the activities of of expressing
for cleanliness
was bed bathed and
and
exercise.
adaptation
model
Ptpsiological modes ~ the problems, goals and planned action - were very similar to those
daily
Apply zinc and castor oil after washing daily or more often if needed Encourage patient to walk across ward and to sit up for as long as she is willing Use Polycore mattress
Alleviate discomfort Protect skin Encourage healing Maintain mobility Prevent pressure sores
Monitor development
Incontinent of faeces with diarrhoea, skin on thighs and vulva excoriated Weak and lethargic
Jaundice
Observe and record colour Avoid mirrors
daily
Give Milpar 1Oml if BNO 2 G.S. if BNOx3/7 If patient has diarrhoea, keep clean and dry
One bowel motion/day
Bowels alternate between constipation and diarrhoea
daily
daily
17/7/86
Serve small helpings; offer savoury foods, incl. potatoes (patient likes these) Pour out iced water and keep within reach Supplement above with egg flips, ‘Build-up’ etc.
Eat something at every meal Fluid intake, 1500 ml/day minimum Maintain nutrition
Poor appetite
Review date
Action
Goal
Problem
Table 2 Nursing care plan for Patient 1 using Roper’s model
Signature
Evaluation
NURSE EDUCATION ‘I‘ODAY
180
Life-span
Activities of living
Conception
preventing comforting seeking Maintaining a safe environment Communicating Breathing Eating and drinking Eliminating Personal cleansing and dressing Controlling body temperature Mobilising Working and playing Expressing sexuality Sleeping Dying
already
identified,
level assessment
though
x X X X X X )f -* x
x
ations for problems
the attempt
clarified
already
Continuum Totally independen
Totally dependent
Fig. 1. Patient l’s levels of dependence
second
(Roper, Logan, Tierney)
to do a
some explan-
1980): 1. Acting or doing for another.
noted.
2. Guiding. 3. Supporting
Self--concept
modes were
ment in that verbal
cues
ation
and
served
inaccessible
the patient
behaviour
but
In
general
she was
did not seem enquiry
4. Providing
and
reIt
did not see this as
by a nurse or the writer
The
difference
self-care mined
of her generation are not accustomed to talking about their inner feelings. This point applies to
needed.
ation
from
the patient’s
to the nurses
family.
Several
fied and intervention The
and
issue that
behaviour
interaction
potential
problems
weakness
with
her
were identi-
apparent
model was that of personal physical
in rel-
planned.
became
choice.
and dependency
using
this
In spite of the patient
had the opportunity to make choices about her life. Contact with family and friends was frequent, ward
in line with policy,
cultural
although
this
been specified in the original
Orem’s Orem
self care model identified
expectations
and
contact
not
five helping
had
care plan.
(Table
promotes
between
and the
her amount
Most
the patient’s
need for
to provide
it drter-
ability and
method
of the nursing
for the patient,
although
of
nursing
involved
‘doing’
we also endeavoured
to provide physical and psychological support. Such an environment was created by the hos-
and Interdependency were assessed on
Role function evidence
model also.
that
development.
5. Teaching.
did not know her well enough or simply people
thr grssessment of Orem’s
and
an environment
personal
convers-
quiet
(physically
psychologically)
assess-
to be depressed.
seems that either the patient a legitimate
for
did not pick up any
or prompts.
b Deatl h
?:
l
Care
Requirements
same as the problems model;
identified
the
using Roper’s
between
solitude
allowed us to recognise
that thr
patient
her own solitude
created
into
whom
the balance’
Self
and interaction ing
assessing
The universal
were seen to be much
herself,
choosing
she interacted.
The
by withdraw-
the
people
patient
showed
with no
awareness of approaching death and neither picked up the nurses’ openings nor gave cu(‘s which allowed the introduction of the xubj~t. She
received
Holy
Communion
and
kept
hvr
Rosary beads at hand, but for her this \\;15 as much part of living as preparation for tl+t~g. picked up the nurses’ openings nor ~;I\Y (‘I,<‘5 Orem’s model illustrated the extent to which the patient’s care was self-motivated. Although
4)
methods
pital and ward atmosphere.
(Orem
she was weak and dependent,
the only self care
*Stimulus: focal (F); contextual (C); residual (R)
Loneliness
Shares feelings with son and daughterin-law indirectly: food and new clothing given and accepted Probably very little verbal exchange (R)
Accepts help calmly Still very much her own person in making the choices open to her
Interdependency
Encourage and allow all possible choices e.g. diet, how long she will stay up, what she will wear, etc.
Encourage and allow contact with family and friends
Maintain adaptation
Sense of failure
Now in a dependent relationship (F) but supported by a loving family (C) O.K. in cultural context?
Obviously a much loved mother and grandmother
Be available to listen if she chooses to talk Develop supportive relationship
Maintain adaptation
Anxiety Powerlessness Social disengagement
Role function
Intervention
Goal
Problem (P)
Reserved (C or R)? Does not see this as legitimate enquiry by nurse (R) Denial ? Acceptance?
Second level assessment*
Impossible to assess Not apparently aware that she is dying, but often says ‘I’m 80
First level assessment
Self-concept
Mode
Table 3 Nursing assessment care plan for Patient 1 using Roy’s model (Physiological mode omitted)
Avoid over-tiredness Maintain mobility within limit of her willingness Maintain privacy and dignity Keep good communications with family
Poor appetite Prefers savoury food, esp. potatoes
Alternates between constipation and diarrhoea Incontinent of faeces with diarrhoea; skin excoriated
Weak and lethargic Willing to get up for & hr and walk with help for 5 mins
Appears content but does not talk much to nurses or patients Talks to famity and looks happiest when they’re there General condition deteriorating Pressure sores (P)
All systems slowing down Distressing realisation that she is dying (P)
Jaundice
Maintaining sufficient intake of food
Provision of care for eliminative purposes
Maintaining balance between activity and rest
Maintaining balance between solitude and interaction
Promotion of normalcy Development requisite
Health deviation requisite
Prevention of hazards
Fluid intake: 1500 ml/day minimum
Cannot pour out water; likes iced water best Dehydration (P)
Maintaining sufficient intake of water
Monitor development
Prevent complications Allow ignorance or support towards positive acceptance of impending death
Maintain comfort Prevent pressure sores
1 bowel motion/day Alleviate discomfort. Protect skin; promote healing.
Eat something at every meal
Ensure adequate ventilation Prevent pneumonia
Mild dyspnoea Hypostatic pneumonia (P)
Goal
model
Maintaining sufficient intake of air
problem)
1 using Orem’s
Assessment (P=Potential
and care plan for Patient
Universal self-care requisites
Table 4 Nursing assessment
Observe and record colour Avoid mirrors
General observation Listen to what she does and does not say
Polycore mattress Turn 4 hourly when in bed
Ensure privacy during toilet Allow free visiting
Assist and encourage Katy to walk across ward and to sit up for as long as she will
Give Milpar 1Oml if BNO 2 G.S. if BNOx3/7 Keep clean and dry. Apply Zinc and Castor Oil after washing daily or oftener if sore
Serve small helpings, esp. of first course Supplement with egg flips (NB not too sweet), ‘Build up’, etc.
Pour out her iced water and leave within reach
Assist to sit up Assist to get up and walk
Plan
Jaundice is deeper; no skin irritation
N.A.D. Appears to be unaware and peacef u I
Says she is comfortable Skin intact
Continues quiet and withdrawn but alert with family
Gets up for $ hr every a.m. and most p.m.‘s
B.O. x 1 on 15th and 16th Skin still inflamed; less tender
Usually eats a little Needs coaxing but dislikes actual help
Adequate hydration
Breathes fairly comfortably Chest clear
Evaluation on 17/7/86
TODAY
183
(see listing
of Orem’s
five
it
plain
the
NURSE
requirement
for
compensatory
was the prevention
- for
which
elimination
nursing
and
was
wholly
activity,
care
was
largely compensatory - for water,
food, solitude,
interaction,
care
was partly compensatory - for air and
rest,
care
was self care,
vided the environment This we found rather appeared
pro-
was right.
surprising
factor
as the patient
son & Vaughan
influencing
1984)
knowledge
of conditions
promoting
was probably
limited
then appropriate
(Pear-
the patient’s
well-being
health
and
and it was not
to start teaching
helping patient care,
model
methods), could
carry
although
was dependent nurses from
her.
on medical
ation
recurring, living
by
about
patient
was
very
different
-
a
widow of 58 with no family who lived alone in the country. tigation
She had been admitted
of abdominal
pain,
sional bouts of vomiting. (actually
chronic
nausea
She had had ‘asthma’
obstructive and
for invesand occa-
airways
for several
years
previously.
She
and rather
tense; she was willing,
prompting,
to speak
disease)
a mastectomy
appeared
dignified,
freely
and
15 years intelligent
with a little clearly
about
her health and way of life. The
patient
as Activities
was largely of Living
independent
were
so far
concerned;
even
her appetite was quite good most of the time. The only problems identified using Roper’s model
were
her
which
were
relieved
pain
and
nausea
(both
pharmacologically
necessary)
and
alleviated
by encouraging
anxiety.
The
latter
her
anxieties. Table 5 is an abbreviated
of
anxiety
became
apparent
of teaching
cussing her home situation could be introduced.
and
Assessment
the
nurses’ praise and admirwere supportive,
she
house
could
needed
liver function
the need
to reduce the
tests how
ation exercises.
ring
help
a
a lot of teaching:
and liver tests and about medication were and
them,
was able to relax,
at least while
abnormal.
started
She
also
the limits
to learn
and noticed
pain or nausea
sometimes
relieved
vironment
made
availability
of a nurse who could
completely. all
was unusual.
of
relax-
when
this
the
that if she present ward
en-
possible,
but
the
teach
the patient
nurses
were
she was discharged
tedly, to complete date.
her tests in another Her
were
The
Although
to go home,
at a later
in
in an
She was keen about these as she
had read about
frustrated
a sy-
a bell
needed
quite
and
organised
to live within
her breathlessness
pleased
as was
and of loneliness
if she
some
ation
but
more reconciled
teaching
relaxwas rather
unexpechospital
was incomplete
and it was felt that more could have been done for her.
was to be
to express
relaxation
became
She had already
reconsidered
to do
dependency
to talk about her fear of cancer
which
of
Apart
the nurses
when her
DISCUSSION
and
These brief studies raise a number
Care Plan using Roy’s model (Rambo 1984). As can be seen, some of the reasons behind her interventions
need
of the future,
alone.
and the
anti-emetics.
She feared
The
the opportunity
prescription
and
of her abilities
emergency. The patient
second
she
this she did not
neighbour’s
The
self
she was in hospital
for analgesics for her.
that
out her own physical
after some counselling
stem
Case 2
became
while
to the situation.
self care
was that
self care model this
anything
so very weak and dependent.
A cultural
Orem’s Using
of hazards.
EDUCATION
additional and
dis-
and neighbourhood
both
patients,
very
satisfactory
Roper’s way
model
of issues. For
seemed
of identifying
to be a physical
nursing problems and goals and planning the relevant care. Roper’s deliberate decision to base her model on observable behaviours (Roper et al 1980) leaves us with a material or
focal (F); contextual
(C); residual (R)
Widow Good neighbour
Role functions
Stimulus:
No immediate family but has good friends nearby
Interdependence
Personal self
Physical self
Worry that cancer will recur Worry about liver function tests Worry about future
(C)
Depends on neighbours for gardening and maintenance (C) Can give them help with book-keeping
Associated with mastectomy (C) Tentative medical diagnosis (F) Fear that ‘asthma’ will make her unable to cope alone, esp. with house and garden (C) Feels that she is a drag on neighbours
Fear of future Fear of increasing dependency
Anxiety
or
Help her to recognise that there is a fair exchangeand so adapt to situation
Mrs R. will appear more relaxed Mrs R. will sleep better Mrs R. will sleep better
Alleviate
Pain
Self concept
pain
Abdominal
Regulation
Relieve completely alleviate
Nausea and occasional vomiting
I, impaired liver function? 2.Tension 1. Impaired liver function?
Nausea
exertion
Live within limits
D.O.E.
C.0.A.D
D.O.E.
Physiological Oxygen and circulation Nutrition
Goal
Problem
Second level assessment
First level assessment
Mode
2 using Roy’s model
and care plan for Patient
Table 5 Nursing assessment
exercise
Discuss
Verbalise anxieties
Teach about liver tests
Relaxation
1. Find out what helps (apart from drugs) 2. Teach relaxation 1, Find out what helps 2. Teach relaxation
Teach and help to plan
Intervention
NURSE
physical
definition
her writings
of man (see Table
do acknowledge
social needs (Maslow ation and Orem’s
1) though
Maslow’s
1970).
‘higher’
Both Roy’s Adapt-
self care models include
these
her needs
EDUCATION
as fully as the writer
had
a
clearer
factorial
kind
ing the nursing she needed.
functions
and
what
nursing
human
should
attributes
address.
The
writer’s
own belief is that any model of nursing include
acknowledgement
the transpersonal nature,
On ‘a more
provided
practical
dying,
of
model
but
note,
care which
by student
The
as no problem
model
applied.
for.
or
When
potential
in
way
model
‘AL’
of no
it is dif-
it
was
being
was used, several
problems
but socio-cultural
ment difficult.
chiefly
this was a limitation
the
Roy’s
the
In retrospect,
psycho-social
identified
model
who needed
was recognised,
to be sure whether
the
Roper’s
for
were
also
factors made assess-
The issue of personal
choice was
manifested. model illustrated
of self-care
dependent
even
patient.
In
a surprising
by a very weak addition
Three
issues related
rent.
Aggleton
to
and
physical
are
relevance;
sible need dying
Requisite
to modify
though,
again,
very sensitive situation Our picture
of a Developclarified
her
her self-concept complete
towards
assessment
In
practice,
with a
a
loving
provided
factors and potential
use of Roper’s
socio-cultural
physical
nursing,
model
milieu
family and an a framework
individualised care. Since the second
of a
was expanded
use of the two latter models which alerted some additional
pos-
was difftcult.
of this patient
which
by us to
suitable
cally
or mentally
contextual The
had
than
and
model, Even
begin model,
stand
levels a clear
on a complete towards
goals
nurses
for
inadequate. Although the student nurses had neither the time nor the experience to explore
in Ireland: most
nearer
than
so recently
to under-
of any model
a second of man,
aban-
consideration. model,
centred
is important
in
of care, if that model points likely
and
there
reserved
be
is not
to become
cultural
to
represents
unlikely
list of
for the patients
for which
has
home,
into a check
and relevant
are
frustrated. The social also
are
in
Roy’s
are fairly obscure.
all the facets
vision
time,
was
syllabuses
Nurses need the opportunity
Although
nurs-
understand
we have
and include
adopted. Stalling
tients
where
developed
is little better
lists of tasks
Other
the appropriate-
nursing to
can very easily degenerate the
physi-
Very few nurses who
and parts of Orem’s Roper’s
their
as being
people.
knowledge
using the present could
in
model
are also relevant.
ness of the model chosen. trained
that models
for severely
will influence
problems.
less need
Orem’s
appasuggest
specific
Roy’s
level of nursing
ing is practiced
combined
model
to recognise
considerations
priorities
included
became (1986)
handicapped
selecting
attentive chaplain, for well planned
Roper’s
content
Chalmers
contextually
more
probably patient
for understand-
The actual
to context
they instance
doned.
Consideration
and
that nurses will come of nursing
and
Self-Care
Use
methods
CONTEXT OF THE NURSING SITUATION
ALs which
interaction.
multi-
of assessment, care plan, intervention evaluation was very similar in both cases.
care, our attention was also focused on the first patient’s need for a balance between solitude mental
of helping
a useful classification
Ireland
Use of Orem’s degree
provided
live categories
the
to,
aspects
was being
allow
of
and tension.
of human
nurses of 18 or 19 years of
does
was planned
ficult
aspect
for the first patient,
a lot of physical
care
of, and attention
or spiritual
by Roy and Orem.
was adequate
age.
should
as well as the bio-psycho-social
developed
or
did, if Roy’s
understanding
causes of her anxiety
of Orem’s
be,
I II.5
model could have been used, they would have
needs, though they are expressed differently in each. It comes back to what we believe manto
TODAY
context
of the pa-
considered.
Patient
the vast majority about
to consider
their that
enough
extremely
1
of people
feelings nurses
and
should
enquire about their social circumstances unless these have a direct bearing on their medical
186
NUKSE
diagnosis.
EDUCATION
When
TODAY
upset,
they value
ear; when calm they protect a change Patient ing
of topic or a joke. 2 represents
to see health
context.
Although
On the other hand,
a minority and
illness
such
people
much in a minority,
a listening
their feelings with who are learnin
a wholistic
are
their number
still
very
is increasing
and nurses need to be aware of, and prepare
to
serve, them too. This exercise
to
understand practical
in the
achieved;
questions models
undertaken
about became
abstract.
in addition
need
and
practice;
to be critical
choosing
This certain
the appropriateness apparent.
the need for conceptual thinking
in
order
in a more
way than is possible by merely reflect-
ing on them partly
was
three models of nursing
and
This models it
does
goal
of different
is not to decry to guide illustrate
seek relevance
a model for practice.
was
important
our the when
References Andrew H A, Roy C 1986 Essentials of the Roy Adaptation Model. Appleton-Century-Crofts. Connecticut McFarlane E A 1980 Nursing theory: the comparison of four theoretical proposals. Journal of Advanced Nursing 5: 3-19 Maslow A E 1970 Motivation and personality 2nd cdn. Harper & Row, New York Orem D E 1980 Nursing concepts of practice. McGraw-Hill, New York Pearson A, Vaughan B 1984 A systematic approach to nursing care. Open University Press, Milton Keynes, p 553 Rambo B J 1984 Adaptation nursing: assessment and intervention. W B Saunders, Philadelphia Rich1 J P, Roy C 1980 Conceptual models for practice Appleton-Century-Crofts, New York Roprr N, Logan W, Tierney A 1980 The elements of nursing. Churchill Livingstone, Edinburgh