Purpose
The Borg Scale is a tool to measure a person’s perception of their effort and exertion, breathlessness, and fatigue during physical work.
The Borg Scale is a tool to measure a person’s perception of their effort and exertion, breathlessness, and fatigue during physical work.
11
15
5 minutes
Adolescents
13 - 18
yearsAdult
18 - 64
yearsOlder Adults
65 +
yearsInitially reviewed by Gayatri Mathur, PT; updated by Jill Smiley, MPH; reviewed by Patricia Kluding, PhD, PT of the StrokEdge task force, Neurology Section, APTA in 2010; updated by Jacqueline Kendona, 2016; updated by Dorian Rose, PhD, PT of the StrokEdge II task force, Neurology Section, APTA in 2017; updated by University of Illinois at Chicago Master of Science in Occupational Therapy students Gina Mulanthara, Annie Lee, and Chelsea Ebersole in 2018.
Recommendations for use of the instrument from the Neurology Section of the American Physical Therapy Association’s Stroke Taskforce (StrokEDGE), are listed below. These recommendations were developed by a panel of research and clinical experts using a modified Delphi process.
For detailed information about how recommendations were made, please visit: http://www.neuropt.org/go/healthcare-professionals/neurology-section-outcome-measures-recommendations
Abbreviations: |
|
HR |
Highly Recommend |
R |
Recommend |
LS / UR |
Reasonable to use, but limited study in target group / Unable to Recommend |
NR |
Not Recommended |
Recommendations for use based on acuity level of the patient:
|
Acute (CVA < 2 months post) |
Subacute (CVA 2 to 6 months) |
Chronic (> 6 months) |
StrokEDGE |
NR |
R |
R |
Recommendations based on level of care in which the assessment is taken:
|
Acute Care |
Inpatient Rehabilitation |
Skilled Nursing Facility |
Outpatient Rehabilitation |
Home Health |
StrokEDGE |
NR |
R |
R |
R |
R |
Recommendations for entry-level physical therapy education and use in research:
|
Students should learn to administer this tool? (Y/N) |
Students should be exposed to tool? (Y/N) |
Appropriate for use in intervention research studies? (Y/N) |
Is additional research warranted for this tool (Y/N) |
StrokEDGE |
Yes |
Yes |
No |
Yes |
Yields useful information about fatigue during an activity
Lacks established test-retest reliability and validity of physiologic measures
Lacks evidence as an outcome measure, substitute for other measures of endurance, or guide to exercise prescription in stroke populations
Established reliability and validity for monitoring and prescribing exercise intensity for a variety of populations, except for stroke
Useful measure of subjective perception of dyspnea after physical activity
To ensure safety and efficacy, be careful in the instruction and use of the RPE scales. A study of the RPE with cardiac rehabilitation patients found that 80% of those who exercised at a RPE of 11 to 13 (as prescribed) were in fact exercising at levels deemed to be unsafe (e.g. > 60% VO2R) (Joo, Brubaker, MacDougall, Saikin, Ross, & Whaley, 2004).
Pain might influence a patient’s score, so it should be noted when applicable. For example, note “Leg RPE with knee pain” (Borg, 1998).
There is a possible language barrier - around 5 to 10% of adults will have difficulty understanding the instructions which will affect their ability to respond to the Borg RPE scale (Borg, 1998).
It is essential to give the correct instructions in order to get accurate results. The Borg RPE instructions should not be shortened or modified (Borg, 1998).
Though the Borg RPE has been used in numerous international studies, few studies have completed the cross-cultural adaptation necessary to retain psychometric properties. Studies have been conducted in Germany, Taiwan, China, Switzerland, and Spain (Cabral et al., 2017).
Cross-cultural adaptations of the Borg RPE include Cantonese and Japanese versions (Leung, Leung & Chung, 2004; Onodera & Miyashita, 1976).
Well-trained Males: (Doherty, Smith, Hughes, & Collins, 2001; n = 15; 30s of the subpraximal run for each test)
30 seconds: SEM = 0.79 (0.49-1.16)
60 seconds: SEM = 0.78 (0.50-1.12)
90 seconds: SEM = 0.80 (0.51-0.99)
120 seconds: SEM = 0.76 (0.47-0.93)
Male Rowers (Marriot & Lamb, 1996; n = 9; mean age = 28.6 (6.8) years)
Mean RPE scores were 7.6 (SEM 0.9) and 18.9 (SEM 0.3) for entire group (n = 9)
Adolescent Girls (Pfeiffer, Pivarnik, Womack, Reeves, & Malina, 2002; n = 57; mean age = 15.3 (1.5) years)
SEM for entire group: 1.24
Helsinki Participants (Scherr, Wolfarth, Christle, Pressler, Wagenpfeil, & Halle, 2012; n = 2,560; mean age = 24 (17-44) years; Helsinki, Finland participants)
Total cohort:
RPE at LT1 = 10.8 ± 1.8 (SEM = 0.04)
RPE at LT2 = 13.6 ± 1.8 (SEM = 0.04)
Fixed lactate thresholds of 3 and 4 mmol/L were 12.8 ± 2.1 (SEM = 0.06) and 14.1 ± 2.0 (SEM = 0.06)
Frail older adults: (Mendelssohn et al., 2008)
HR & METs (ICC = 0.85-0.91)
Healthy Male Athletes (Lamb, Eston, & Corns, 1999; n = 16; mean age = 23.6 (5.1))
Depression and Anxiety (Knapen et al., 2003)
Reliability coefficients for males (r = 0.42, p < 0.05) & (r = 0.82, p < 0.01)
Reliability coefficients for females (r = 0.48, p < 0.01) & (r = 0.58, p < 0.01)
Adolescent Girls (Pfeiffer et al., 2002)
Interrater Reliability:
In Braille:
In Braille: (Buckley et al., 2000; n = 10; female mean age = 22 (7.6); male mean age = 27.3 (11.7))
Three trials of exercise bouts at RPEs 9, 11, and 13
Between Trial 1 (RPE 9) and 3 (RPE 13) (ICC = .43)
Between Trial 1 (RPE 9) and 2 (RPE 11) (ICC = .69)
Between Trial 2 (RPE 11) and 3 (RPE 13): (ICC = .88)
Adolescent females: (Pfeiffer et al., 2002)
Excellent: (ICC = 0.78)
Intrarater Reliability:
Physically Active Men and Women (Eston et al., 2006; n = 19; male mean age = 21.6 (0.8); female mean age = 21.4 (1.4))
Predicted VO2 max from RPE: (ICC = 0.66-0.95)
No gender differences
Healthy Men and Women: (Eston & Williams, 1988; n = 16; male mean age = 28.7 (12.5); female mean age = 31.8 (9.4))
Between trials (ICC > 0.83)
Concurrent validity:
Male Rowers (Marriot & Lamb, 1996)
Excellent: High Pearson correlation coefficients between HR and RPE (r = 0.95, p < 0.01) and Work Output and RPE (r = 0.96, p < 0.01) during the estimation trial. In addition, significant correlations (p < 0.01) were obtained between the estimation and production trials for HR (r = 0.82) and Work Output (r = 0.84). Post hoc analysis of variance revealed that the observed differences in mean HR were not significant (p > 0.05) at three of the five intensity levels (RPE 15, 17 and 19), but were at the two lowest RPE levels (11 and 13). Significant mean differences in Work Output were seen at all but RPE 17.
Young African-Americans (Karavatas & Tavakol, 2005; n = 12; mean age = 26.08 years)
Adequate: The overall correlation between RPE and HR was 0.58 (p < 0.01)
Excellent: Males (n = 6), r = 0.60; p < 0.01
Adequate: Females (n = 6), r = 0.56; p < 0.01
RPE Across the Lifespan: (Groslambert & Mahon, 2006; n = 1,865)
Poor: Correlation with HR in children 0-3 as children of this age are not able to rate their perceptions
Variable: Correlation with HR in children 3-7 years
Variable: Correlation with HR in children 8-12 years
Good to Excellent: Correlation with HR in children 13+ years similar to adults
No Significant Effect on Validity: With people ages 50-65, >65
Healthy Individuals: (Chen et al., 2002)
A meta-analysis of criterion-related validity between RPE and physiological measures in healthy individuals (mean age of subjects in studies was 32.7; range 9 to 75 years).
Range of mean validity coefficients with RPE:
Heart rate |
Blood lactate |
VO2max or VO2 |
Ventilation |
Resp rate |
0.47-0.61 |
0.42-0.69 |
0.31-0.76 |
0.53 |
0.67 |
Strongest relationships were noted in highly fit male participants at high (maximal) exertion.
Predictive validity
Pregnant Women: (O’Neill et al., 1992; Group 1 (Treadmill), n = 11; Group 2 (Bicycle), n = 12; Group 3 (Circuit-training), n = 24; Group 4 (Aerobics), n = 48; Group 5 (Aerobics), n = 29)
Excellent: HR during walking and cycling correlated significantly with RPE after delivery
Group 1 (Treadmill), r = 0.83, p < 0.01, n = 11
Group 2 (Bicycle), r = 0.74, p < 0.015, n = 12
Adequate: There was no significant correlation when the same subjects were tested in the second trimester (Group 1 (Treadmill), r = 0.45) and/or in the third trimester (Group 1 (Treadmill), r = 0.47; Group 2 (Bicycle), r = 0.51) (p > 0.05).
Poor: RPE and HR also failed to correlate in the pregnant women who participated in aerobics or circuit-training (p > 0.05)
Group 3 (Circuit-training), r = 0.39, n = 24
Group 4 (Aerobics), r = 0.27, n = 48
Group 5 (Aerobics), r = 0.35, n = 29
Helsinki Participants: (Scherr, Wolfarth, Christle, Pressler, Wagenpfeil, & Halle, 2012)
Excellent relationship between RPE and blood lactate: r = 0.84, p < 0.001
Excellent relationship between RPE and HR: r = 0.74, p < 0.001
Strong correlations indicate high predictive value of RPE for HR and blood lactate.
The RPE scale (with rating of 6 to 20) was developed so heart rate could be predicted by multiplying the RPE by 10 (Borg, 1982).
Convergent validity
Elite Swimmers (Psycharakis, 2011; males, n = 9; females, n = 8; males mean age = 23.4 (2.1); females mean age = 20.5 (1.9); male mean height = 186.6 cm (6.0 cm); female height = 170.1 cm (3.8 cm); male body mass = 83.7 kg (6.6 kg); female body mass 60.9 kg (5.6 kg)
Excellent convergent validity of RPE at predicting %HRmax (r = 0.85)
Excellent convergent validity of RPE at predicting La (r = 0.82)
Video Game Players (Pollock et al., 2013; n = 13; mean age = 53.5 (5.4))
Adequate discriminant validity of RPE at predicting heart rate (r = 0.32)
Children and Adults (Gillach, Sallis, Buono, Patterson, & Nader, 1989; children, n = 283; adults, n = 295; children mean age = 11 (10-14); adults mean age = 36 (22-55))
Excellent validity for HR and RPE in children based on mean of individual correlations
Test 1, r = .92, p < .001
Test 2, r = .94, p < .001
Excellent validity for HR and RPE in adults based on mean of individual correlations
Test 1, r = .94, p < .001
Test 2, r = .95, p < .05
Excellent validity for HR and RPE in children based on simultaneous analysis of entire group
Test 1, r = .64, p < .001
Test 2, r = .65, p < .001
Excellent validity for HR and RPE in adults based on simultaneous analysis of entire group
Test 1, r = .63, p < .001
Test 2, r = .64, p < .001
Not reported in stroke, however, one study (Eng et al., 2002; n = 25; 4.4 ± 3.0 yrs) assessed RPE in people with stroke at minute 6 during a 6-minute walk test and a 12-minute walk test in the same subjects, with almost identical mean values (11.6 and 11.7) for the 2 assessments, as would be expected if test-retest reliability was high.
(Eng et al., 2002; n = 25; 4.4 ± 3.0 yrs)
RPE poorly correlated with 6 MWT and 12 MWT distance in people with stroke. (r = -0.10 and -0.06 respectively)
In stroke, predicted HR based on RPE was significantly higher than the actual HR during 6 minute and 12 minute walk tests, and predicted and actual HR were not correlated
(Tseng et al., 2010; n = 21; 4.1 ± 3.5 yrs)
Strong correlation between RPE and ratings of exertion fatigue on a visual analog scale following exercise (r = 0.802, p = 0.00) in people with stroke.
Post-Stroke: (Sage et al., 2013. 37 patients post-stroke (14.5 ± 10.2 days post-stroke))
Adolescent Girls: (Pfeiffer et al., 2002; n = 57)
Pediatric: (Hommerding et al., 2010; n = 41, mean age = 11.1)
Reported RPE on 15-point scale of 9 indicates light work
Reported RPE on on 11-point scale of 1 indicates very light work
Reported RPE on 15-point scale of 17 indicates hard work
Reported RPE on on 11 - point scale of 7 indicates very hard work
Concurrent validity
Adolescent Girls: (Pfeiffer et al., 2002; n = 57)
Excellent correlation (r = 0.60) with a power of 0.80
Adolescent Boys (Eston & Williams, 1986; n = 30; mean age = 16 (1))
Excellent: Correlation between RPE and power output: r = 0.78, p < 0.01
Excellent: Correlation between RPE and heart rate: r = 0.74, p < 0.01
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Convergent validity
Adolescent Girls (Pfeiffer et al., 2002)
● Excellent validity (%HRmax;rₓᵧ) = 0.66, p < 0.05
● Excellent validity (%V0₂max;rₓᵧ) = 0.70, p < 0.05
Lumbar Disc Herniation (Dedering et al., 2010)
Patients’ characteristics, median and range, n = 15
|
All, n = 15 |
Men, n = 8 |
Women, n = 7 |
Age (years) |
46 (27–65) |
42 (27–65) |
45.5 (37–55) |
Height (m) |
1.69 (1.60–1.92) |
1.80 (1.65–1.92)* |
1.66 (1.60–1.72)* |
Weight (kg) |
77 (55–102) |
87.5 (63–102)* |
72.5 (55–88)* |
BMI (kg/m^2) |
25.8 (20.7–33.1) |
26 (22.7–31.6) |
25.8 (20.7–33.1) |
Pain duration (months) |
8 (3–108) |
7.5 (3–108) |
9 (3–72) |
Physical activity Roland-Morris (max score 20) |
3 (1–6) |
3 (1–4) |
3 (2–6) |
Oswestry (max score 60) |
10 (3–20) |
11 (6–16) |
9 (3–20) |
Self-efficacy (max score 64) |
22 (14–38) |
20.5 (18–38) |
26 (14–37) |
SF-36 |
44 (17–51) |
46 (17–51) |
34 (21–48) |
–Physical Functioning |
65 (25–75) |
65 (60–75) |
60 (25–75) |
–Role Physical |
20 (0–100) |
20 (0–100) |
10 (0–50) |
–Bodily Pain |
41 (22–74) |
37 (22–64) |
41 (41–74) |
–General Health |
65 (25–87) |
59 (35–87) |
67 (25–77) |
–Vitality |
40 (5–85) |
33 (5–85) |
50 (30–70) |
–Social Functioning |
63 (38–100) |
69 (50–100) |
63 (38–100) |
–Role Emotional |
66 (0–100) |
66 (0–100) |
100 (0–100) |
–Mental Health |
72 (40–92) |
74 (48–92) |
64 (40–80) |
Lumbar Disc Herniation: (Dedering et al., 2010)
Chronic low back pain: (Armstrong et al., 2005)
Moderate correlation for Peak SaO (Pearson's r = 0.66, p < 0.05)
Moderate correlation for peak Borg Rating of Perceived Exertion (Pearson's r = 0.75. p < 0.05)
Spina Bifida: (Crytzer et al., 2015)
Predictive validity
Parkinson’s (Penko, Barkley, Koop, & Alberts, 2017; n = 38; female mean age = 56.9 (5.5); male mean age = 58.7 (9.5); Hoehn and Yahr stage II-III: mild-moderate PD)
Excellent: Association between RPE and heart rate was r = 0.61, p < 0.001
Excellent: Association between RPE and work rate was r = 0.77, p < 0.001
Frail Older Adults (Mendelsohn et al., 2008; n = 18; mean age = 82 (5) years; women, n = 3; men, n = 15)
HR & metabolic equivalents of task (METs) (ICC = 0.85-0.91)
Concurrent validity:
Older Japanese Adults: (Shigematsu, Ueno, Nakagaichi, Nho, & Tanaka, 2004; older group, n = 29; middle-aged group, n = 24; older group mean age = 75.5 (3.8); middle-aged group mean age = 46.9 (7.0); Toride City, Ibaraki prefecture, Japan participants)
Excellent: Mean correlation between VO2 and RPE in older age group (r = .95, p < 0.05)
Excellent: Mean correlation between VO2 and RPE in middle-aged group (r = .96, p < 0.05)
Armstrong, M., McDonough, S., & Baxter, D. (2005). Reliability and repeatability of shuttle walk test in patients with chronic low back pain...including commentary by Eiser N, Lemmink KAP, and Walsh DA. International Journal Of Therapy & Rehabilitation, 12(10), 438-443.
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Buckley, J.P., Eston, R.G., Sim, J. (2000). "Ratings of perceived exertion in braille: validity and reliability in production mode." British Journal of Sports Medicine 34:297-302. Find it on PubMed.
Cabral, L. L., Lopes, P. B., Wolf, R., Stefanello, J. M. F., & Pereira, G. (2017). A systematic review of cross-cultural adaptation and validation of Borg’s rating of perceived exertion scale. Journal of Physical Education, 28(2853), 2448-2455. https://doi.org/10.4025/jphyseduc.v28i1.2853
Chen, M., Fan, X., Moe, S. Criterion-related validity of the Borg rateings of perceived exertion scale in healthy individuals: a meta-analysis. J Sports Sci. 2002;20:873-899. Find it on PubMed
Cleland, B. T., Ingraham, B. A., Pitluck, M. C., Woo, D., & Ng, A. V. (2016). Reliability and Validity of Ratings of Perceived Exertion in Persons With Multiple Sclerosis. Archives Of Physical Medicine & Rehabilitation, 97(6), 974-982. doi:10.1016/j.apmr.2016.01.013
Crytzer, T. M., Dicianno, B. E., Robertson, R. J., & Yu-Ting, C. (2015). Validity Of A Wheelchair Perceived Exertion Scale (Wheel Scale) For Arm Ergometry Exercise In People With Spina Bifida. Perceptual & Motor Skills, 120(1), 304-322. doi:10.2466/15.08.PMS.120v12x8
Dedering, &., Gnospelius, &., & Elfving, B. (2010). Reliability of measurements of endurance time, electromyographic fatigue and recovery, and associations to activity limitations, in patients with lumbar disc herniation. Physiotherapy Research International, 15(4), 189-198. doi:10.1002/pri.457
Doherty, M., Smith, P.M., Hughes, M.G., Collins, D. (2001). "Rating of perceived exertion during high-intensity treadmill running." Medicine and Science in Sports and Exercise 33:1953-8. Find it on PubMed.
Eng, J.J., Chu, K.S., Dawson, A.S., Kim, C.M., Hepburn, K.E. "Functional walk tests in individuals with stroke: Relation to perceived exertion and myocardial exertion." Stroke. 2002;33:756-761. Find it on PubMed
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Hampton, S., Armstrong, G., Ayyar, M. S., & Li, S. (2014). Quantification of Perceived Exertion During Isometric Force Production With the Borg Scale in Healthy Individuals and Patients With Chronic Stroke. Topics In Stroke Rehabilitation, 21(1), 33-39. doi:10.1310/tsr2101-33
Hommerding, P., Donadio, M., Paim, T., & Marostica, P. (2010). The Borg scale is accurate in children and adolescents older than 9 years with cystic fibrosis. Respiratory Care, 55(6), 729-733.
Joo, K. C., Brubaker, P. H., MacDougall, A., Saikin, A. M., Ross, J. H., & Whaley, M. H. (2004). Exercise prescription using resting heart rate plus 20 or perceived exertion in cardiac rehabilitation. Journal of Cardiopulmonary Rehabilitation, 24(3), 178-184. Find it on PubMed
Karavatas S. G., & Tavakol K. (2005). Concurrent validity of Borg’s rating of perceived exertion In African-American young adults, employing heart rate as the standard. The Internet Journal of Allied Health Sciences and Practice. 3(1). Find it Here
Knapen, J., van de Vliet, P., van Coppenolle, H., Peuskens, J., & Pieters, G. (2003). Evaluation of cardio-respiratory fitness and perceived exertion for patients with depressive and anxiety disorders: a study on reliability. Disability & Rehabilitation, 25(23), 1312-1315.
Lamb K, Eston R, Corns D. Reliability of ratings of perceived exertion during progressive treadmill exercise. Br J Sports Med. 1999;33(5):336-339. Find it on PubMed
Lamb, K. L., Eston, R.G. & Corns, D. (2006). "Reliability of ratings of perceived exertion during progressive treadmill exercise." British Journal of Sports Medicine 33:336-339. Find it on PubMed
Marriott, H. E. & Lamb, K. L. (1996). The use of ratings of perceived exertion for regulating exercise levels in rowing ergometry. European Journal of Applied Physiology. 72(3), 267-271. Find it on PubMed
Mendelsohn, M.E., Connelly, D.M., Overend, T.J., & Petrella, R.J. (2008). "Validity of values for metabolic equivalents of task during submaximal all-extremity exercise and reliability of exercise responses in frail older adults." Physical Therapy 88:747-56. Find it on PubMed
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Onodera K., & Miyashita M. (1976). A study of Japanese scale for rating of perceived exertion in endurance exercise. Japanese Journal of Physical Education. 21, 191-203. https://doi.org/10.5432/jjpehss.KJ00003405473
Penko, A. L., Barkley, J. E., Koop, M. M., & Alberts, J. L. (2017). Borg scale is valid for ratings of perceived exertion for individuals with Parkinson’s disease. International Journal of Exercise Medicine, 10(1), 76-86. Find it on PubMed
Pfeiffer, K.A., Pivarnik, J.M., Womack, C.J., Reeves, M.J., & Malina, R.M. (2002). "Ratings of perceived exertion in braille: validity and reliability in production mode." Medicine and Science in Sports and Exercise 34:2057-61. Find it on PubMed
Pollock, B. S., Barkley, J. E., Potenzini, N., Desalvo, R. M., Buser, S. L., Otterstetter, R., & Juvancic-Heltzel, J. A. (2013). Validity of Borg ratings of perceived exertion during active video game play. International Journal of Exercise Science. 6(2), 164-170. Find it on PubMed
Psycharaksi, S. G. (2011). A longitudinal analysis on the validity and reliability of ratings of perceived exertion for elite swimmers. Journal of Strength and Conditioning Research. 25(2), 420-426. Find it on PubMed
Sage et al., 2013. "Validity of Rating of Perceived Exertion Ranges in Individuals in the Subacute Stage of Stroke Recovery." Top Stroke Rehabil 20(6): 519-527. Find it on PubMed
Scherr, J., Wolfarth, B., Christle, J.W., Pressler, A., Wagenpfeil, S., & Halle, M. (2012). Associations between Borg’s rating of perceived notion and physiological measures of exercise intensity. European Journal of Applied Physiology, 113, 147-155. Find it on PubMed
Shigematsu R., Ueno, L. M., Nakagaichi, M., Nho, H., & Tanaka, K. (2004). Rate of perceived exertion as a tool to monitor cycling exercise intensity in older adults. Journal of Aging and Physical Activity, 11, 3-9. Find it on PubMed
Tseng, B.Y., Gajewski, B.J., & Kluding, P. "Reliability, responsiveness, and validity of the Visual Analog Fatigue Scale to measure exertion fatigue in people with chronic stroke: A preliminary study." Stroke Res Treat. 2010;2010:7 pages. Find it on PubMed
We have reviewed more than 500 instruments for use with a number of diagnoses including stroke, spinal cord injury and traumatic brain injury among several others.