Public perceptions of quarantine: community-based telephone survey following an infectious disease outbreak
BMC Public Health volume 9, Article number: 470 (2009)
The use of restrictive measures such as quarantine draws into sharp relief the dynamic interplay between the individual rights of the citizen on the one hand and the collective rights of the community on the other. Concerns regarding infectious disease outbreaks (SARS, pandemic influenza) have intensified the need to understand public perceptions of quarantine and other social distancing measures.
We conducted a telephone survey of the general population in the Greater Toronto Area in Ontario, Canada. Computer-assisted telephone interviewing (CATI) technology was used. A final sample of 500 individuals was achieved through standard random-digit dialing.
Our data indicate strong public support for the use of quarantine when required and for serious legal sanctions against those who fail to comply. This support is contingent both on the implementation of legal safeguards to protect against inappropriate use and on the provision of psychosocial supports for those affected.
To engender strong public support for quarantine and other restrictive measures, government officials and public health policy-makers would do well to implement a comprehensive system of supports and safeguards, to educate and inform frontline public health workers, and to engage the public at large in an open dialogue on the ethical use of restrictive measures during infectious disease outbreaks.
Long considered an anachronism from a bygone era, quarantine has re-emerged in the 21st century as an important (albeit controversial) tool in the battle against infectious disease. Prior to the 2003 outbreak of severe acute respiratory syndrome (SARS), it had been more than 50 years since mass quarantine measures had been invoked in North America . The SARS containment measures imposed in Canada and Asia, and on a lesser scale in the U.S., provoked a heated debate within the public health community regarding the ethics and legality of quarantine [2–7].
Likewise, the SARS experience has sparked a renewed research interest in the ethics and effectiveness of quarantine. The findings of two recent retrospective studies of the 1918 Spanish flu pandemic strongly suggest that it was non-pharmaceutical inventions such as quarantine and other social distancing measures that were most effective in slowing the rate of spread and minimizing the rate of death [8, 9]. And data from SARS-affected regions have pointed to the enduring value and effectiveness of quarantine and other restrictive measures [10, 11]. In contrast, there are those who argue that the use of quarantine during SARS was both ineffective and inefficient [6, 7]. The advent of advanced statistical modelling has added a new dimension to this long-running debate [12, 13].
Toronto experienced the largest outbreak of SARS in North America, with investigation of 2,132 potential cases and identification of 23,103 contacts of SARS patients who required quarantine . Post-SARS investigations have detected myriad adverse effects among those quarantined: significant feelings of uncertainty, anxiety, and isolation ; experience of stigma, fear, and frustration ; symptoms of depression and post-traumatic stress disorder ; and loss of anonymity .
Despite the long and controversial history of quarantine, little is known about lay perceptions of and attitudes toward its modern-day use. In view of the evidence of potential adverse effects on individual well-being and psychosocial health, and owing to the critical necessity of high compliance in the event of a major infectious disease outbreak, it is increasingly important to understand how quarantine is perceived by the general public. Therefore, the objective of the present study was to determine prevailing public attitudes toward the use of quarantine as a means of infectious disease control.
Participants and setting
The study was conducted in two regions of the Greater Toronto Area (GTA), specifically the City of Toronto proper and the Regional Municipality of York located directly to the north of Toronto. The GTA is among the largest metropolitan areas in North America with a population exceeding 5.5 million . As the urban centre of the GTA, the City of Toronto is a densely-populated, cosmopolitan city (population estimate: 2,500,000; population density: 3,972/km2; visible minority population: 46%). In contrast, York is a much less-densely populated suburban region comprised of several small cities and towns (population estimate: 900,000; population density: 506.7/km2; visible minority population: 30%).
The study sample was stratified to include an equal number of participants from Toronto and York. There was no age or gender stratification. All participants provided verbal consent over the telephone prior to the survey interview. Research ethics approval was obtained from the University of Toronto, Toronto Public Health, and York Region Public Health Unit.
The survey instrument was developed by Toronto Public Health for use in a telephone survey of the general public following the SARS outbreak. The data reported in this paper are derived from a subset of 15 survey items specifically designed to measure public attitudes towards the use of quarantine during infectious disease outbreaks. These items addressed issues ranging from the legality of restrictive measures, the perceived effectiveness of quarantine, and the supports that should be supplied to those affected by quarantine orders. Respondents were asked to indicate their level of agreement/disagreement with each item; the response format was a 5-point Likert-type design (1 = "Strongly Disagree"; 2 = "Somewhat Disagree"; 3 = "Neutral"; 4 = "Somewhat Agree"; and 5 = "Strongly Agree").
After the response format was explained and before the first survey item was asked, all participants were provided standardized definitions of 'quarantine' ["Quarantine means that you must stay in a separate area away from others because you were around someone with a serious illness and so you might have it, too."] and 'infectious disease' ["Infectious disease means a sickness that you can catch from another person, like the flu or tuberculosis.]. At the conclusion of the survey, respondents were asked to supply general demographic information.
Data collection and analysis
Data collection occurred between April 25, 2005 and May 16, 2005. The survey was administered using computer-assisted telephone interviewing (CATI) technology. The 15 interviewers received training in advance and worked with the assistance of two project supervisors.
Potential participants were screened for eligibility at the beginning of each call. Inclusion criteria included the following: minimum age of 18 years, primary residence located within the study area during the SARS outbreak, English comprehension skills, and ability to provide informed consent. Those who did not meet the minimum age criteria were asked if another member of the household aged 18 or above was available to participate in the survey. A final sample of 500 individuals was achieved through standard random-digit dialing.
The survey response rate varied slightly by study region. Excluding calls to ineligible participants (i.e., did not meet inclusion criteria) and disqualified numbers (e.g., not in service, wrong number, fax/computer/business line), the final response rate was 27% for the City of Toronto and 31% for York Region.
A factor analysis using Varimax rotation with Kaiser Normalization was performed on the data yielding four factors. Composite index scores were then computed for each factor by summing the responses on items loading on the respective factors. Thus, if a factor comprised five items then individual composite scores for that index could range from 5 to 25.
Bi-variate and multivariate analyses were performed to investigate the inter-relationships among variables. All analyses were performed using SPSS 11.0 for Windows. No statistical weighting of the data was performed.
A total of 500 participants were administered the subset of survey items on quarantine. Table 1 presents a summary of the demographic characteristics of this sample. The majority were middle-aged (56%) and female (64%). Within this sample, 4% of participants were personally impacted by quarantine during the SARS crisis (i.e., either they or someone else in their home was ordered into quarantine).
Table 2 presents the distribution of responses for each of the 15 Likert-type survey items (from "Strongly Agree" through to "Strongly Disagree"). In the table, the wording of the individual items is precisely as appeared on the survey instrument; however, for the purposes of presentation, the items are clustered according to the findings of the factor analysis (as described below). As there were no significant differences between respondents from Toronto versus York, the overall results are shown. The vast majority of respondents indicated agreement (either "Strongly Agree" or "Somewhat Agree") that sufficient justification exists for the use of quarantine during infectious disease outbreaks. Similarly, most respondents agreed that public health authorities and government officials should endeavour to lessen the burdens endured by those ordered into quarantine. Likewise, there was majority support for the use of various legal sanctions, penalties, and/or coercive measures in order to maximize compliance with quarantine orders. And, finally, the vast majority of respondents were in favour of safeguards against unwarranted and/or inappropriate use of quarantine. While these high percentages suggest a certain degree of convergence of opinion, it is important to note that the proportion of respondents indicating "Strongly Agree" versus "Somewhat Agree" varies significantly across the 15 items, as indicated in Table 2.
Finally, survey participants were asked to indicate, by way of forced choice, their response to this statement: "Breaking or not obeying a quarantine order is most like which of the following [choose 1 only]: (a) parking in a no-parking zone; (b) driving way above the speed limit on a busy street; or (c) physical assault." Fully 59% responded that breaking quarantine is most like 'physical assault,' whereas 27% selected 'driving above the speed limit' and 8% chose 'parking in a no-parking zone' (6% did not answer).
Principal components factor analysis of the survey data yielded an underlying factor structure of four independent factors. Based on a subjective analysis of the content of items loading on each individual factor, the four factors were labelled as follows: 'Justification,' 'Sanctions,' 'Burdens,' and 'Safeguards' (as shown in Table 2).
Four sub-scales were computed by summing scores for the items within each of the factors identified in the factor analysis. In addition, a total composite index was computed by summing scores across the four sub-scales. Scores on the four sub-scales and composite scale were submitted to age, gender, and regional analysis.
Analysis of variance testing revealed a number of statistically significant age and gender differences. On the 'Justification' sub-scale, female respondents scored significantly higher than males [F = 11.456 (df = 1), p < .001], thereby indicating greater agreement that the use of quarantine is justified in the context of an infectious disease outbreak. With respect to age, older respondents (>65 yrs) indicated greater agreement that use of quarantine is justified than did the young (18-35 yrs) [F = 4.514 (df = 2), p < .01]. Also, older respondents agreed more strongly that the use of sanctions for quarantine absconders is appropriate when compared both with the young and with the middle-aged (36-65 yrs) [F = 4.577 (df = 2), p < .01]. There were no significant differences by region.
The quarantine of exposed persons (along with the isolation of infected persons) has been properly described as the most complex and most ethically and legally controversial intervention within the jurisdiction of public health . Complexity and controversy notwithstanding, the present data indicate a very high rate of public acceptance of quarantine as a means to control the spread of infectious disease. Indeed, the vast majority of respondents indicated strong support for the use of quarantine in an infectious disease outbreak, for legal penalties against absconders, for social supports for those affected, and for public safeguards against potential inappropriate use.
Data on public attitudes toward quarantine in the wake of SARS are scarce. Public opinion polls have indicated high levels of acceptance of quarantine among samples of Toronto-area residents (97%) and US citizens (93%) . These findings are supported by an observed non-compliance rate of only 0.1% among Torontonians requiring quarantine during SARS . A qualitative study of factors influencing compliance with quarantine in Toronto identified 'protection of the health of the community' as a prominent motivating factor. The authors of the study concluded that "while the overall compliance rate among residents of the GTA appears to have been high, the influence of 'civic duty' and social responsibility may not be as significant in other countries and cultures" .
Comparative data from international studies do lend support to the theory that cultural values and societal norms impact upon quarantine compliance rates. Researchers at the Harvard School of Public Health and the U.S. Centers for Disease Control and Prevention surveyed residents of Hong Kong, Taiwan, Singapore, and the U.S. and found significant regional variability . The proportion of survey respondents favouring the quarantine of persons suspected of having been exposed to a serious contagious disease was as follows: 76% in the U.S., 81% in Hong Kong, 89% in Singapore, and 95% in Taiwan. By way of comparison, in the present study, 94% of respondents agreed that quarantine is a good way to stop the spread of infectious disease outbreaks. Interestingly, in our study, significantly fewer (58%) agreed that public health officials should be able to detain those who fail to obey quarantine orders. Likewise, in the Harvard study, the proportions favouring the use of quarantine decrease significantly if people could be arrested for refusing (to a low of only 42% in the U.S. to a high of 70% in Taiwan). The authors partially attributed the observed differences to prior experience with infectious disease outbreaks in which quarantine and other restrictive measures were implemented .
In view of this inter-region variability, it is not surprising that the global community of public health experts is itself conflicted about the use of quarantine and other restrictive measures that impinge upon the intrinsic rights of individuals. Those who favour the consideration of quarantine during infectious disease outbreaks maintain that it is prudent public health policy , whereas those in opposition argue that quarantine is inherently paternalistic and an unnecessary breach of basic human rights . Despite the difference of opinion, however, there does appear to be general agreement on this: "ultimately, public health must rely not on force but on persuasion, and not on blind trust but on trust based on transparency, accountability, democracy, and human rights" .
With a view to fostering further deliberation and constructive debate, we are proposing a conceptual framework for the ethical use of restrictive measures in public health emergencies (see Figure 1). Building upon previous theoretical work on the justification for public health intervention , our model is designed to reflect the dynamic interplay among theory, empirical evidence, and policy/practice that is inherent to public health. To that end, we have incorporated the empirical data from the public opinion survey described in this paper. The model explicitly contemplates the four primary functions of public health as regards the use of restrictive measures in infectous disease outbreaks, namely, response, enforcement, support, and oversight. For instance, with respect to the enforcement of quarantine orders, the model illustrates how the specific function of enforcement aligns with the ethical principle of the 'least restrictive means' and is likewise concordant with empirical evidence indicating strong public support for the use of sanctions to promote compliance with quarantine orders (survey data reported here). This conceptual framework for the ethical use of restrictive measures in public health emergencies should be considered provisional and, as such, is open to further testing and refinement.
Much has been learned from the unexpected arrival of SARS in the spring of 2003 [26, 27]. Likewise, we continue to learn from historical analyses of the 1918 influenza pandemic, with one recent study providing strong support for the hypothesis that early implementation of public health measures such as quarantine can significantly reduce influenza transmission . Given the current threat posed by pandemic influenza, it is incumbent upon the public health community-including ethicists and legal experts-to delineate both the limits to individual liberty and the obligations of public health authorities in the context of an infectious disease outbreak. It is noteworthy that the concept of 'voluntary quarantine' features prominently in many of the current plans for pandemic influenza. As contrasted with the classic quarantine order, which is typically enforceable by law, voluntary household quarantine refers to compliance based on the individual's own free will without legal compulsion.
Owing to the global threat of pandemic influenza, considerable planning and preparation for infectious disease outbreaks has been undertaken . There remains a pressing need, however, to engage the citizenry more fully in the process of preparedness planning in order to ensure that the plans reflect the common will and that the policies serve the common good . In this regard, the continuing growth in interest and activity in the subfield of public health ethics is certainly welcome and holds greats promise.
While we believe the data reported here contribute to the goal of better planning and better preparedness, the present study is limited by its sample of respondents who were drawn only from the Greater Toronto Area. Our goal was to assess the attitudes and perceptions of those living in an area significantly impacted by the SARS outbreak, but further research is now required to determine the generalizability of the present findings to other geographic regions and other populations. Also, our survey was conducted after the conclusion of the outbreak; it is conceivable that public perceptions and attitudes toward the use of restrictive measures could be different during the course of an outbreak. Finally, a relatively small proportion of our survey respondents were directly affected by quarantine during SARS, which precluded any analysis of differences between those who were directly affected and those who were not.
The use of restrictive measures such as quarantine draws into sharp relief the push and pull of opposing forces that characterize the dynamic interplay between the personal autonomy of the citizen on the one hand and the collective rights of the community on the other. As Bensimon and Upshur  have argued, justification for quarantine cannot be founded upon scientific evidence alone; rather, the decision to implement quarantine should be equally informed by the values, preferences, and practices of the affected communities. The present findings indicate strong public support for the use of quarantine in the context of an infectious disease outbreak and for serious sanctions against those who fail to comply. Our data further suggest, however, that public support for quarantine is contingent on the implementation both of legal safeguards to protect against inappropriate use and of psychosocial supports to provide for individuals who are adversely affected. This tension between individual rights and the greater public good is precisely the challenge that infectious disease presents to public health ethics. In order to engender strong public support for the use of quarantine and other restrictive measures, government officials and public health policy-makers would do well to implement a comprehensive system of supports and safeguards, to educate and inform frontline public health workers, and to engage the public at large in an open dialogue on the ethical use of restrictive measures during infectious disease outbreaks.
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The pre-publication history for this paper can be accessed here:http://www.biomedcentral.com/1471-2458/9/470/prepub
This article is dedicated to the memory of Dr. Sheela Basrur, who served so many so well as Medical Officer of Health for the City of Toronto during the SARS outbreak, and then later as Chief Medical Officer of Health and Assistant Deputy Minister of Public Health for the Province of Ontario.
The authors would like to thank the following individuals: Alan Leong for assistance with the literature search and the preparation of tables and figures; Dr. Rahim Moineddin for expert statistical advice; Prof. Ann Robertson for helpful suggestions on the conceptual framework; and Shari Gruman for formatting the manuscript. In addition, we would like to acknowledge and thank CCI Research Inc., specifically Shannon Howell (Director of Research Services), Rose D'Almonte (Client Services Manager), Linda Hudson (Call Centre/Administrative Manager), and last but not least, the 15 telephone interviewers and 2 project supervisors.
This project was financially supported by the Canadian Institutes of Health Research and Toronto Public Health. Dr. Upshur is the Canada Research Chair in Primary Care Research.
The authors declare that they have no competing interests.
CST performed the statistical analysis of the survey data, drafted the first version of the manuscript, and contributed to subsequent revisions. ER initiated the study, participated in the design of the survey instrument, and contributed to the revising of the manuscript. REGU participated in the statistical analysis, contributed to the revising of the manuscript, and will act as guarantor. All authors have read and approved the final version of the manuscript.
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Tracy, C.S., Rea, E. & Upshur, R.E. Public perceptions of quarantine: community-based telephone survey following an infectious disease outbreak. BMC Public Health 9, 470 (2009). https://doi.org/10.1186/1471-2458-9-470