Hostname: page-component-cd9895bd7-lnqnp Total loading time: 0 Render date: 2024-12-23T03:37:05.789Z Has data issue: false hasContentIssue false

Conceptual and Measurement Challenges in Research on Cognitive Reserve

Published online by Cambridge University Press:  17 March 2011

Richard N. Jones*
Affiliation:
Division of Gerontology, Department of Medicine, Beth Israel Deaconess Medical Center, Harvard Medical School, Boston, Massachusetts Institute for Aging Research, Hebrew SeniorLife, Boston, Massachusetts
Jennifer Manly
Affiliation:
Taub Institute for Research on Alzheimer's Disease and the Aging Brain and the Department of Neurology, Columbia University Medical Center, New York, New York
M. Maria Glymour
Affiliation:
Department of Society, Human Development, and Health, Harvard School of Public Health, Boston, Massachusetts
Dorene M. Rentz
Affiliation:
Department of Neurology, Brigham and Women's Hospital; Department of Neurology, Massachusetts General Hospital, Harvard Medical School, Boston, Massachusetts
Angela L. Jefferson
Affiliation:
Department of Neurology, Boston University Medical School, Boston, Massachusetts
Yaakov Stern
Affiliation:
Taub Institute for Research on Alzheimer's Disease and the Aging Brain and the Department of Neurology, Columbia University Medical Center, New York, New York Departments of Neurology and Psychiatry, Columbia University College of Physicians and Surgeons, New York, New York
*
Correspondence and reprint requests to: Richard N. Jones, Sc.D., Institute for Aging Research, Hebrew SeniorLife, Division of Gerontology, Beth Israel Deaconess Medical Center, Harvard Medical School, 1200 Centre Street, Boston, MA 02131. E-mail: [email protected]

Abstract

Cognitive reserve, broadly conceived, encompasses aspects of brain structure and function that optimize individual performance in the presence of injury or pathology. Reserve is defined as a feature of brain structure and/or function that modifies the relationship between injury or pathology and performance on neuropsychological tasks or clinical outcomes. Reserve is challenging to study for two reasons. The first is: reserve is a hypothetical construct, and direct measures of reserve are not available. Proxy variables and latent variable models are used to attempt to operationalize reserve. The second is: in vivo measures of neuronal pathology are not widely available. It is challenging to develop and test models involving a risk factor (injury or pathology), a moderator (reserve) and an outcome (performance or clinical status) when neither the risk factor nor the moderator are measured directly. We discuss approaches for quantifying reserve with latent variable models, with emphasis on their application in the analysis of data from observational studies. Increasingly latent variable models are used to generate composites of cognitive reserve based on multiple proxies. We review the theoretical and ontological status of latent variable modeling approaches to cognitive reserve, and suggest research strategies for advancing the field. (JINS, 2011, 17, 593–601)

Type
Special Series
Copyright
Copyright © The International Neuropsychological Society 2011

Access options

Get access to the full version of this content by using one of the access options below. (Log in options will check for institutional or personal access. Content may require purchase if you do not have access.)

References

Ball, K., Berch, D., Helmers, K., Jobe, J., Leveck, M., Marsiske, M., Willis, S. (2002). Effects of cognitive training interventions with older adults: A randomized controlled trial. JAMA, 288(18), 22712281.Google Scholar
Bennett, D.A., Wilson, R.S., Schneider, J.A., Evans, D.A., Mendes De Leon, C.F., Arnold, S.E., Bienias, J.L. (2003). Education modifies the relation of AD pathology to level of cognitive function in older persons. Neurology, 60(12), 19091915.CrossRefGoogle ScholarPubMed
Blessed, G., Tomlinson, B., Roth, M. (1968). The association between quantitative measures of dementia and of senile change in the cerebral grey matter of elderly subjects. British Journal of Psychiatry, 114, 797811.Google Scholar
Borsboom, D. (2005). Measuring the mind: Conceptual issues in contemporary psychometrics. Cambridge: Cambridge University Press.CrossRefGoogle Scholar
Borsboom, D., Mellenbergh, G.J., van Heerden, J. (2003). The theoretical status of latent variables. Psychological Review, 110(2), 203218.Google Scholar
Brickman, A., Siedlecki, K., Muraskin, J., Manly, J., Luchsinger, J., Yeung, L., Stern, Y. (2009). White matter hyperintensities and cognition: Testing the reserve hypothesis. Neurobiology of Aging, [Epub ahead of print]. doi:10.1016/j.neurobiolaging.2009.10.013Google Scholar
Brown, T.A. (2006). Confirmatory factor analysis for applied research. New York: Guilford Publications.Google Scholar
Cracchiolo, J., Mori, T., Nazian, S., Tan, J., Potter, H., Arendash, G. (2007). Enhanced cognitive activity–over and above social or physical activity–is required to protect Alzheimer's mice against cognitive impairment, reduce A [beta] deposition, and increase synaptic immunoreactivity. Neurobiology of Learning and Memory, 88(3), 277294.CrossRefGoogle ScholarPubMed
Diamantopoulos, A., Siguaw, J.A. (2006). Formative versus reflective indicators in organizational measure development: A comparison and empirical illustration. British Journal of Management, 17, 263282.CrossRefGoogle Scholar
Draganski, B., May, A. (2008). Training-induced structural changes in the adult human brain. Behavioural Brain Research, 192(1), 137142.CrossRefGoogle ScholarPubMed
Dufouil, C., Alperovitch, A., Tzourio, C. (2003). Influence of education on the relationship between white matter lesions and cognition. Neurology, 60(5), 831836.CrossRefGoogle ScholarPubMed
Dunn, L., Dunn, L. (1965). Peabody picture vocabulary test. Circle Pines, MN: American Guidance Service.Google Scholar
Fay, T.B., Yeates, K.O., Taylor, H.G., Bangert, B., Dietrich, A., Nuss, K.E., Wright, M. (2010). Cognitive reserve as a moderator of postconcussive symptoms in children with complicated and uncomplicated mild traumatic brain injury. Journal of the International Neuropsychological Society, 16(01), 94105. doi:10.1017/S1355617709991007CrossRefGoogle ScholarPubMed
Glymour, M., Kawachi, I., Jenks, C., Berkman, L.F. (2008). Does childhood schooling affect old age memory or mental status? Using state schooling laws as natural experiments. Journal of Epidemiology and Community Health, 62, 532537.CrossRefGoogle ScholarPubMed
Goldin, C. (1998). America's graduation from high school: The evolution and spread of secondary schooling in the twentieth century. Journal of Economic History, 58(2), 345374.CrossRefGoogle Scholar
Gottfredson, L.S. (2004). Intelligence: Is it the epidemiologists’ elusive “fundamental cause”of social class inequalities in health. Journal of Personality and Social Psychology, 86(1), 174199.CrossRefGoogle ScholarPubMed
Gottfredson, L.S., Deary, I.J. (2004). Intelligence predicts health and longevity, but why? Current Directions in Psychological Science, 13(1), 14.CrossRefGoogle Scholar
Hu, Y., Xu, P., Pigino, G., Brady, S., Larson, J., Lazarov, O. (2010). Complex environment experience rescues impaired neurogenesis, enhances synaptic plasticity, and attenuates neuropathology in familial Alzheimer's disease-linked APPswe/PS1 {Delta} E9 mice. The FASEB Journal, 24(6), 1667.Google Scholar
Ikonomovic, M.D., Klunk, W.E., Abrahamson, E.E., Mathis, C.A., Price, J.C., Tsopelas, N.D., DeKosky, S.T. (2008). Post-mortem correlates of in vivo PiB-PET amyloid imaging in a typical case of Alzheimer's disease. Brain, 131(6), 16301645.CrossRefGoogle Scholar
Jobe, J., Smith, D., Ball, K., Tennstedt, S., Marsiske, M., Willis, S., Kleinman, K. (2001). ACTIVE: A cognitive intervention trial to promote independence in older adults. Controlled Clinical Trials, 22(4), 453479.Google Scholar
Jones, R. (2003). Racial bias in the assessment of cognitive functioning of older adults. Aging & Mental Health, 7(2), 83102.Google Scholar
Jones, R., Fong, T.G., Metzger, E., Tulebaev, S., Yang, F.M., Alsop, D.C., Inouye, S.K. (2010). Aging, brain disease, and reserve: Implications for delirium. American Journal of Geriatric Psychiatry, 18(2), 117127.CrossRefGoogle ScholarPubMed
Jones, R., Yang, F.M., Zhang, Y., Kiely, D.K., Marcantonio, E.R., Inouye, S.K. (2006). Does educational attainment contribute to risk for delirium? A potential role for cognitive reserve. The Journals of Gerontology. Series A, Biological Sciences and Medical Sciences, 61A(12), 13071311.Google Scholar
Katzman, R. (1993). Education and the prevalence of dementia and Alzheimer's disease. Neurology, 43, 1320.Google Scholar
Link, B.G., Phelan, J. (1995). Social conditions as fundamental causes of disease. Journal of Health and Social Behavior, 35(extra issue), 8094.Google Scholar
Lord, F. (1953). On the statistical treatement of football numbers. American Psychologist, 8, 750751.Google Scholar
Manly, J.J., Byrd, D., Touradji, P., Sanchez, D., Stern, Y. (2004). Literacy and cognitive change among ethnically diverse elders. International Journal of Psychology, 39(1), 4760.CrossRefGoogle Scholar
Manly, J.J., Jacobs, D.M., Touradji, P., Small, S.A., Stern, Y. (2002). Reading level attenuates differences in neuropsychological test performance between African American and White elders. Journal of the International Neuropsychological Society, 8(3), 341348.Google Scholar
Mercado, E. (2008). Neural and cognitive plasticity: From maps to minds. Psychological Bulletin, 134(1), 109.CrossRefGoogle ScholarPubMed
Mortimer, J., Graves, A. (1993). Education and other socioeconomic determinants of dementia and Alzheimer's disease. Neurology, 43(S4), S39S44.Google Scholar
Mueller, C.W., Parcel, T.L. (1981). Measures of socioeconomic status: Alternatives and recommendations. Child Development, 52(1), 1330.CrossRefGoogle Scholar
Muthén, L., Muthén, B. (1998–2010). Mplus users guide (6th ed.). Los Angeles, CA: Muthén & Muthén.Google Scholar
Oakes, J.M., Rossi, P.H. (2003). The measurement of SES in health research: Current practice and steps toward a new approach. Social Science and Medicine, 56(4), 769784.CrossRefGoogle ScholarPubMed
Pascual-Leone, A., Amedi, A., Fregni, F., Merabet, L. (2005). The plastic human brain cortex. Annual Review Neuroscience, 28, 377401.CrossRefGoogle ScholarPubMed
Reed, B., Mungas, D., Farias, S., Harvey, D., Beckett, L., Widaman, K., DeCarli, C. (2010). Measuring cognitive reserve based on the decomposition of episodic memory variance. Brain, 133(Pt 8), 21962209. doi:10.1093/brain/awq154Google Scholar
Rentz, D., Locascio, J., Becker, J., Moran, E., Eng, E., Buckner, R., Johnson, K. (2010). Cognition, reserve, and amyloid deposition in normal aging. Annals of Neurology, 67(3), 353364.Google Scholar
Resnick, N.M., Marcantonio, E.R. (1997). How should clinical care of the aged differ? Lancet, 350(9085), 1157.CrossRefGoogle ScholarPubMed
Richards, M., Deary, I.J. (2005). A life course approach to cognitive reserve: A model for cognitive aging and development? Annals of Neurology, 58(4), 617622.Google Scholar
Rothschild, D., Trainor, M.A. (1937). Pathologic changes in senile psychoses and their psychobiologic significance. American Journal of Psychiatry, 93(4), 757788.CrossRefGoogle Scholar
Sachdev, P.S., Valenzuela, M. (2009). Brain and cognitive reserve. American Journal of Geriatric Psychiatry, 17(3), 175.Google Scholar
Satz, P. (1993). Brain reserve capacity on symptom onset after brain injury: A formulation and review of evidence for threshold theory. Neuropsychology, 7(3), 273295.CrossRefGoogle Scholar
Satz, P., Cole, M., Hardy, D., Rassovsky, Y. (2010). Brain and cognitive reserve: Mediator(s) and construct validity, a critique. Journal of Clinical and Experimental Neuropsychology, [Epub ahead of print]. doi:10.1080/13803395.2010.493151Google Scholar
Scarmeas, N., Levy, G., Tang, M., Manly, J., Stern, Y. (2001). Influence of leisure activity on the incidence of Alzheimer disease. Neurology, 57, 22362242.CrossRefGoogle Scholar
Scarmeas, N., Zarahn, E., Anderson, K.E., Honig, L.S., Park, A., Hilton, J., Stern, Y. (2004). Cognitive reserve-mediated modulation of positron emission tomographic activations during memory tasks in Alzheimer disease. Archives of Neurology, 61(1), 7378.CrossRefGoogle ScholarPubMed
Schaie, K., Willis, S., Pennak, S. (2005). An historical framework for cohort differences in intelligence. Research in Human Development, 2(1&2), 4367.CrossRefGoogle ScholarPubMed
Siedlecki, K., Stern, Y., Reuben, A., Sacco, R., Elkind, M., Wright, C. (2009). Construct validity of cognitive reserve in a multiethnic cohort: The Northern Manhattan Study. Journal of the International Neuropsychological Society, 15(4), 558569.Google Scholar
Stern, Y. (2002). What is cognitive reserve? Theory and research application of the reserve concept. Journal of the International Neuropsychological Society, 8(3), 448460.Google Scholar
Stern, Y. (2003). The concept of cognitive reserve: A catalyst for research. Journal of Clinical and Experimental Neuropsychology, 25(5), 589593.Google Scholar
Stern, Y. (2006). Cognitive reserve and Alzheimer disease. Alzheimer Disease and Associated Disorders, 20(2), 112117.Google Scholar
Stern, Y. (2009). Cognitive reserve. Neuropsychologia, 47, 20152028.CrossRefGoogle ScholarPubMed
Studenski, S., Carlson, M.C., Fillit, H., Greenough, W.T., Kramer, A., Rebok, G.W. (2006). From bedside to bench: Does mental and physical activity promote cognitive vitality in late life? Science of Aging Knowledge Environment, 2006(10), pe21.CrossRefGoogle ScholarPubMed
Sumowski, J., Wylie, G., DeLuca, J., Chiaravalloti, N. (2010). Intellectual enrichment is linked to cerebral efficiency in multiple sclerosis: Functional magnetic resonance imaging evidence for cognitive reserve. Brain, 133(2), 362374.Google Scholar
Valenzuela, M., Sachdev, P. (2006a). Brain reserve and cognitive decline: A non-parametric systematic review. Psychological Medicine, 36(8), 10651073.CrossRefGoogle ScholarPubMed
Valenzuela, M., Sachdev, P. (2006b). Brain reserve and dementia: A systematic review. Psychological Medicine, 36(4), 441454.Google Scholar
Valenzuela, M., Sachdev, P. (2009). Can cognitive exercise prevent the onset of dementia? Systematic review of randomized clinical trials with longitudinal follow-up. American Journal of Geriatric Psychiatry, 17(3), 179.CrossRefGoogle ScholarPubMed
Whalley, L.J., Deary, I.J., Appleton, C.L., Starr, J.M. (2004). Cognitive reserve and the neurobiology of cognitive aging. Ageing Research Reviews, 3(4), 369382.Google Scholar
Whalley, L.J., Starr, J.M., Athawes, R., Hunter, D., Pattie, A., Deary, I.J. (2000). Childhood mental ability and dementia. Neurology, 55(10), 14551459.Google Scholar
Wilkinson, G. (1993). Wide range achievement test. Wilmington, DE: Wide Range, Inc.Google Scholar
Willis, S., Schaie, K., Martin, M. (2009). Cognitive plasticity. In Bengtson, V.L., Gans, D., Putney, N., Silverstein, M. (Eds.), Handbook of theories of aging (pp. 295322). New York: Springer Publishing Company.Google Scholar
Willis, S., Tennstedt, S., Marsiske, M., Ball, K., Elias, J., Koepke, K., for the Active Study Group (2006). Long-term effects of cognitive training on everyday functional outcomes in older adults. Journal of the American Medical Association, 296(23), 28052814.Google Scholar
Wolinsky, F.D., Unverzagt, F.W., Smith, D.M., Jones, R., Stoddard, A., Tennstedt, S.L. (2006). The ACTIVE cognitive training trial and health-related quality of life: Protection that lasts for 5 years. Journals of Gerontology Series A: Biological Sciences and Medical Sciences, 61(12), 13241329.Google Scholar
Wolinsky, F.D., Unverzagt, F.W., Smith, D.M., Jones, R., Wright, E., Tennstedt, S.L. (2006). The effects of the ACTIVE cognitive training trial on clinically relevant declines in health-related quality of life. The Journals of Gerontology: Psychological Sciences and Social Sciences, 61(5), S281S287.CrossRefGoogle ScholarPubMed