Tuberculosis (TB)-related stigma presents a major barrier to care of persons with TB through its impact on treatment initiation and retention in care. This is particularly challenging in settings with high prevalence of both TB and HIV where fear of HIV/AIDS can amplify stigma surrounding TB. The purpose of this study was to validate a TB stigma scale for use among persons presenting for outpatient HIV screening in the Umlazi township of South Africa and evaluate factors associated with TB-related stigma in this high HIV burden setting.
In this cross-sectional study, we measured TB-related stigma in adults prior to HIV testing using a 12-item scale designed to assess experienced and felt TB-related stigma.
Among 848 adults, mean age was 32 years, 54% were male, and the median TB stigma score was 19 of 36 (interquartile range 15–23). We identified two factors in the stigma scale which had excellent reliability (Cronbach’s alpha 0.85, 0.89). Persons with high TB stigma were more likely to be male (adjusted relative risk ratio [aRRR] 1.56, 95% confidence interval [CI] 1.11–2.28) and have accurate knowledge of TB transmission (aRRR 1.90, 95% CI 1.16–3.10) as compared to those with low stigma. Variables not significantly associated with stigma in the multivariate model included education, income, prior TB or HIV diagnoses, and depression.
Male sex and TB knowledge were associated with higher TB stigma in an outpatient HIV clinic in a South African township. Identifying risk factors associated with stigma will be important to guide stigma reduction interventions.
In 2018, over 10 million people worldwide became ill with active tuberculosis (TB). Among persons living with HIV, TB was the leading cause of death . Though there has been growing international recognition of the stigma surrounding TB, this remains a significant challenge to control of both TB and associated HIV disease .
Many scales have been developed to quantify HIV stigma , but there have been few formal tools implemented to assess TB-related stigma. Various factors associated with TB-related stigma include gender, education, socioeconomic status, and knowledge of TB transmission [4,5,6,7]. In many cases, fear of HIV/AIDS has compounded stigma surrounding TB [8, 9] and impeded HIV screening in TB patients [10, 11]. While numerous qualitative investigations have highlighted the link between TB-related stigma and delays in presentation for care , further studies utilizing more practical quantitative scales are needed to understand the health impacts of stigma and inform targeted interventions . A TB stigma scale can be readily used in a clinical or community setting  as a tool to better understand the impact of stigma on care seeking behavior, treatment initiation, and retention in care. Further, given the close relationship between TB and HIV , an HIV clinical setting may provide a unique opportunity to measure TB-related stigma.
This study addresses the need for a quantitative measure of TB-related stigma in a setting where stigma surrounding HIV may be closely related. We used a TB stigma scale originally developed and validated in Thailand by Van Rie et al.  to quantify experienced and felt stigma in a large cohort of adults presenting for HIV screening in a highly endemic TB-HIV setting in South Africa. We describe sociodemographic and clinical factors associated with TB-related stigma.
Study design and participants
In this cross-sectional study, we consecutively enrolled adults presenting for voluntary HIV testing at the iThembalabantu Clinic in the Umlazi township of KwaZulu-Natal, South Africa between April and November 2017. Non-pregnant, antiretroviral therapy (ART) naïve adults ≥18 years of age who were able to provide written informed consent were eligible for enrollment. The study was approved by the University of Washington’s Institutional Review Board (#49563) and the University of KwaZulu-Natal’s Medical Research Ethics Committee (#BF052/13).
Data collection and instruments
At enrollment, research assistants conducted face-to-face interviews with participants in their native English or Zulu language to obtain sociodemographic and clinical information. They also completed a 12-item questionnaire (Van Rie scale) designed to measure a patient’s experienced and felt TB-related stigma . Each question was rated on a 4-point Likert scale (0-strongly disagree, 1-disagree, 2-agree, 3-strongly agree) with higher scores indicating higher levels of stigma and a maximum total score of 36. Knowledge of TB causes, symptoms, and transmission as well as participants’ perception of others in the community with TB were also ascertained by questionnaire. Depression was measured using the 9-item Patient Health Questionnaire (PHQ-9) , and anxiety was measured using the 7-item Generalized Anxiety Disorder (GAD-7) scale . HIV counselors then performed rapid HIV testing after clinical data including assessment of TB-related stigma were collected. Those who tested HIV positive were seen by a research nurse who obtained additional medical history and blood samples for CD4 T-cell testing before initiation of ART.
Validity and reliability
We excluded individuals with missing stigma responses and conducted exploratory factor analysis (EFA) using the principal factor method with oblique rotation to identify the number of factors that would emerge when the TB stigma scale was applied to our clinical setting. We used a double cross-validation approach on each randomly selected half of the study cohort to develop a model through EFA then conducted confirmatory factor analyses (CFA) on the other half of the cohort. We assessed goodness of fit by calculating the root mean square error of approximation (RMSEA: 0.08–0.10 good, < 0.05 excellent), comparative fit index (CFI: > 0.90 good, > 0.95 excellent), and Tucker and Lewis Index (TLI: > 0.90 good, > 0.95 excellent) . We assessed scale reliability by calculating Cronbach’s alpha (0.70–0.80 good to excellent) .
Factors associated with TB-related stigma
We categorized TB stigma into tertiles. We compared the risk of experiencing TB stigma in the highest and middle tertiles, respectively, versus lowest tertile by clinical and sociodemographic factors using unadjusted multinomial logistic regression models. Baseline factors found to be significantly associated with TB stigma in univariate models (P ≤ 0.10) were included in the multivariate model. Results are presented as relative risk ratios (RRR) and 95% confidence intervals (CI). We used multiple imputations by chained equations to perform 50 imputations of prior positive HIV test, the only variable for which ≥5% of the data were missing.
We explored the robustness of our findings to different classification approaches for ‘low,’ ‘moderate,’ and ‘high’ TB stigma. We first considered an alternative grouping based on scoring 0–12, 13–24, and 25–36 respectively. The original questionnaire scores each item from 0 to 3, assuming an even difference between responses ‘strongly disagree,’ ‘disagree,’ ‘agree,’ and ‘strongly agree.’ We further explored the impact of uneven score differences between item responses by using a scoring of 0, 1, 3, 4 (greater difference between disagree and agree) and 0, 2, 3, 5 (greater difference between strongly disagree/agree and disagree/agree) categorized into tertiles. Analysis was performed using Stata, version 14 (StataCorp, College Station, TX).
We screened 862 adults. After excluding 14 participants who did not complete all TB-related stigma questionnaire items, we included 848 participants for analysis. Of these, 445 (52%) tested HIV positive. Mean age was 32 years, 454 (54%) were men, 158 (19%) had a partner with HIV, 221 (29%) had a prior positive HIV test, and 57 (7%) had a prior positive TB test (Table 1). Among persons who tested HIV positive at enrollment, median CD4 was 339 cells/mm3 (interquartile range [IQR] 190–524 cells/mm3).
Accurate knowledge of the route of TB transmission was good (84%) while awareness of a pathogen being the cause was lower (40%, Table 2). Community perspectives toward TB were generally suggestive of high levels of stigma. While most (809 persons, 96%) did not feel that a family member’s diagnosis of TB should remain a secret, 214 (25%) indicated feeling sorry for persons with TB disease and that they tended to avoid them. Moreover, 89 (11%) indicated they would not be willing to work with someone previously treated for TB and only 74 (9%) indicated that their community was supportive of persons with TB.
Validity and reliability of the TB stigma scale
There was considerable variability in the frequency of responses to the 12 stigma questions: strongly disagree (0.2–11.5%), disagree (19.0–72.2%), agree (22.2–48.9%), strongly agree (2.8–43.8%). In sampling the first half of the cohort, we identified a single factor with eigenvalue > 1.0 which accounted for 48% of the total variance in the scale and had good factor loadings of 0.56–0.78 (Table 3). Goodness-of-fit in cross-validation was poor across all indices: RMSEA 0.18, CFI 0.74, TLI 0.69. Cronbach’s alpha was excellent (0.91). In sampling the second half of the cohort, we identified two factors with eigenvalues > 1.0 which accounted for 56% of the total variance in the scale. The first factor contained six items with rotated factor loadings of 0.53 to 0.94 while the second factor contained six items with rotated factor loadings of 0.49 to 0.93. Goodness-of-fit in cross-validation was improved across all indices: RMSEA 0.11, CFI 0.90, TLI 0.87. After eliminating two questions with factor loadings < 0.50 , fit was further improved for both CFI (0.92) and TLI (0.90). Cronbach’s alpha was excellent for each of the two subscales (0.85, 0.89).
TB-related stigma among participants
The median TB stigma score at baseline was 19 (IQR 15–23). Tertile one ranged from 0 to 16, tertile two from 17 to 21, and tertile three from 22 to 36. In univariate models, factors associated with higher TB stigma included male sex, being unmarried, having employment and higher income, and accurate knowledge of TB causes and transmission. Having an HIV-positive partner was associated with lower TB stigma. In the multivariate model, male sex was associated with a higher risk of being in the 3rd versus 1st stigma tertile (aRRR 1.59, 95% CI 1.11–2.28, P 0.01) while knowledge of TB transmission was associated with a higher risk (aRRR 1.90, 95% CI 1.16–3.10, P 0.01, Table 4).
In sensitivity analyses using different classification approaches for stigma groups, these patterns were similar with a few exceptions. When classifying by a ‘low’ (0–12) (N = 93, 11%), ‘moderate’ (13–24) (N = 585, 69%) and ‘high’ (25–36) (N = 170, 20%) method, sex was no longer significantly associated with stigma (aRRR ‘moderate’ 1.15, 95% CI 0.67–1.99, P 0.60; aRRR ‘high’ 1.52, 95% 0.81–2.84, P 0.19), while being unmarried reached statistical significance (aRRR ‘moderate’ 7.56, 95% CI 2.99–19.10, P < 0.01; aRRR ‘high’ 5.23, 95% CI 1.71–15.96, P < 0.01). Accurate knowledge related to TB transmission was even more strongly associated with ‘high’ stigma (aRRR 2.39, 95% CI 1.18–4.84, P 0.02) and reached statistical significance for ‘moderate’ stigma (aRRR 2.17, 95% CI 1.22–3.85, P < 0.01). When classifying by uneven scoring of 0, 1, 3, 4, the magnitude of association between male sex and stigma was similar to the main analysis and significant in both groups (aRRR ‘moderate’ 1.52, 95% CI 1.05–2.19, P 0.03; aRRR ‘high’ 1.52, 95% CI 1.06–2.19, P 0.02). Results for knowledge around TB transmission were also similar. Living farther from clinic was associated with significant lower risk of ‘moderate’ stigma (aRRR 0.65, 95% CI 0.43–0.98, P 0.04). When classifying by uneven scoring of 0, 2, 3, 5, knowledge of TB transmission was no longer significantly associated with increased stigma while results for sex were similar.
We applied a validated TB stigma scale in our cohort of adults presenting for HIV screening in a high TB-HIV burden setting in South Africa. In this clinical setting, we identified one to two factors in the scale which had good reliability. We found that men and persons knowledgeable about TB transmission reported higher levels of stigma. Meanwhile, education, income, prior TB or HIV diagnoses, and depression were not significantly associated with stigma our analysis.
Few studies have evaluated quantitative TB stigma scales in sub-Saharan Africa, and there is currently no validated scale in routine use among South African patients presenting for TB or HIV care [19,20,21,22,23]. In this study, we report application of the Van Rie scale in the largest cohort to date [14, 24,25,26]. We investigated a number of sociodemographic and clinical factors potentially associated with experienced and felt stigma surrounding TB.
Globally, there is cultural variation in how men and women experience TB-related stigma. Factors related to sex differences in stigma include differences in financial dependence and social isolation by gender and the often greater impact of TB on marital prospects for women [4, 7]. Research with focus group discussions and in-depth interviews can inform how stigma is felt and perceived differently by men and women and why men presenting for HIV screening in urban South Africa experienced higher TB-related stigma.
TB knowledge has also been linked to stigma. Among TB patients in China, TB knowledge encompassing route of transmission, symptoms, and curability was associated with lower stigma . When knowledge of TB transmission and knowledge of TB curability were examined separately across multiple general population surveys, knowledge of TB transmission was positively associated with stigma while knowledge of curability was negatively associated . TB knowledge is complex, and differences in the definition of knowledge as well as the type of instrument used to measure stigma make it difficult to compare findings across studies.
Stigma surrounding TB and HIV is often closely linked, and HIV coinfection has been associated with greater perceived TB-related stigma [8, 9]. In our cohort, we did not find that a prior positive HIV test or HIV status at enrollment were associated with stigma. This may be due to selection of participants willing to present for HIV screening who may experience less HIV-related stigma than individuals who do not seek HIV screening.
We applied a stigma scale designed to measure patients’ experience of TB-related stigma in a setting where participants were primarily presenting for HIV rather than TB screening; it is therefore important to interpret the psychometric properties of the scale in this context. While we assumed a priori that a single factor, “patient perspectives toward TB,” would be identified as was found when the scale was originally validated, a one to two factor model emerged in our analysis. Conceptually, three types of stigma have been identified in the HIV literature: enacted, anticipated, and internalized stigma . Similar subdomains of TB-related stigma may be observed here with a dichotomy between enacted and anticipated/internalized stigma. Construct validity was limited in the single factor model but improved in the two factor model. This underscores the challenge of adapting scales to different cultural settings and clinical contexts. The questionnaire ascertaining community perspectives toward TB revealed high levels of stigma and may be a more appropriate instrument in an HIV-focused clinic setting. Future work in similar settings may therefore benefit from a community-focused approach to measuring stigma. Finally, a more complete assessment of stigma in this setting will require focus group discussions, in-depth interviews, and qualitative analysis to fully validate a stigma scale and better understand the meaning of TB stigma scores.
Previous experience of TB disease can shape an individual’s perception of stigma, and we were not able to fully measure this history in our study. While we observed that 7% of participants had a prior positive TB test, we did not asses how many were previously screened. Given the longstanding recommendation to screen all persons with HIV for TB in South Africa  and report of 29% of participants having a prior positive HIV test, we infer that prior TB screening experience was common. Further, we did not assess how many participants had a family member with TB.
As there are no established criteria on ‘low,’ ‘moderate,’ or ‘high’ stigma, we developed our own classification. While there was some variation in associated factors in sensitivity analyses, gender and TB knowledge were generally robust to different categorization approaches. Our finding that knowledge of TB transmission was associated with higher levels of stigma is important to consider when designing TB-related stigma reduction interventions. Previously studied interventions have often focused on knowledge-shaping efforts, and results have been variable . In one study, volunteers were trained over two days to provide TB education in their community which led to improved knowledge including mode of transmission but worsened stigmatizing attitudes . Knowledge can either enhance stigma due to fear of acquiring TB from others or reduce stigma by supporting a more positive outlook due to awareness of treatment and cure [6, 30]. It is therefore important to ensure comprehensive messaging and ongoing training to address any misconceptions around TB disease.
We validated a TB stigma scale designed to quantify an individual’s experienced and felt TB-related stigma in a highly TB-HIV endemic outpatient clinical setting in a South African township. We examined a number of clinical and sociodemographic characteristics and found male sex and knowledge of TB transmission were consistently associated with greater TB-related stigma. These findings can be informative to clinicians and policy makers seeking to improve TB and HIV care through implementation of knowledge-shaping interventions  tailored to gender differences in experienced and felt TB-related stigma.
Availability of data and materials
The dataset used in this study is available from the corresponding author on reasonable request.
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The authors thank Brian Flaherty for his assistance with validity and reliability analysis as well as Annelies Van Rie for permission to publish the stigma scale.
This work was supported by the Infectious Disease Society of America Education & Research Foundation and National Foundation for Infectious Diseases (PKD); Massachusetts General Hospital Executive Committee on Research (PKD); the Harvard University Center for AIDS Research [AI060354] (PKD); and the National Institute of Allergy and Infectious Diseases [AI108293] (PKD). Funding included support for design of the study and data collection.
Authors and Affiliations
Department of Medicine, University of Washington, Seattle, USA
Kristina L. Bajema, Susan M. Graham, Connie Celum & Paul K. Drain
Department of Epidemiology, University of Washington, Seattle, USA
Rachel W. Kubiak, Brandon L. Guthrie, Susan M. Graham, Connie Celum & Paul K. Drain
Department of Global Health, University of Washington, Seattle, USA
Brandon L. Guthrie, Susan M. Graham, Connie Celum & Paul K. Drain
AIDS Healthcare Foundation, Durban, South Africa
Sabina Govere & Hilary Thulare
Department of Infectious Diseases, University of KwaZulu-Natal, Durban, South Africa
KLB conducted the primary analysis and wrote the manuscript. RWK, BLG, and SMG1,2,3 contributed to analysis. SG4 and HT were involved in project administration. MYM and CC were involved in funding acquisition. PKD designed and conducted the parent study. All authors reviewed the data analysis and approved the final manuscript.
The study was approved by the University of Washington’s Institutional Review Board (#49563) and the University of KwaZulu-Natal’s Medical Research Ethics Committee (#BF052/13). Written informed consent was obtained from all participants in the study.
Consent for publication
The authors have no conflicts of interest to disclose.
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Bajema, K.L., Kubiak, R.W., Guthrie, B.L. et al. Tuberculosis-related stigma among adults presenting for HIV testing in KwaZulu-Natal, South Africa.
BMC Public Health20, 1338 (2020). https://doi.org/10.1186/s12889-020-09383-0