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School of Science, The Nottingham Trent University, UK
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KEY WORDS: Aerobic, affect, emotion, exercise, mood, running, workload
Research in epidemiology reveals that a physically active lifestyle yields numerous health benefits (Blair et al., 1989, 1993; Powell and Blair, 1994). Evidence also shows that physical activity is associated with positive mental well being (Biddle 1995; Biddle et al., 2000; Biddle and Mutrie, 2001; Brown et al., 2000) and reduced reactivity to cognitive stress (Norris et al., 1990, 1992; Stein and Boutcher, 1992). The mental benefits of chronic and acute exercise are the most prominent on measures of affect and anxiety (Berger and Motl, 2000; Biddle and Mutrie, 2001; Fontaine, 2000; O'Connor et al., 2000; Paluska and Schwenk, 2000; Raglin, 1990; Scully et al., 1998). Acute exercise triggers immediate improvements in affect, which renders it a suitable antidote to the hassles and challenges of the everyday life, in addition to overcoming some ill effects of an increasingly sedentary lifestyle. A thought-provoking question then is whether the effects of acute exercise are dose-dependent, in which case exercising harder or longer could buffer more stress or yield more affective benefits. Ekkekakis and Petruzzello (1999) recognize the important implication of this question in both theory and practice.However, their review based on over 200 studies did not yield an unambiguous answer. Then the possibility that there is no dose-response relationship should be seriously considered. Indeed, there is evidence in the literature that physically passive interventions, used mainly as control treatments to exercise, trigger affective benefits that are comparable to exercise (Parente, 2000; Snowball and Szabo, 1999; Szabo et al., 1998; Wilson et al., 1981). These empirical results call for another look at the physiologically based dose-response relationship between exercise and affect. A search on the "SPORT Discus" electronic database using the search terms "exercise" and (Boolean operator) "mood or anxiety" yielded 1042 records at the time of writing, but only a few of these also looked at exercise intensity. Indeed, Ekkekakis and Petruzzello (1999) could only locate 31 relevant research four years earlier, of which 26 inquiries examined the affective beneficence of acute aerobic exercise at different workloads. A majority (56%) of these studies did not find a dose-response relationship. The few studies that have found different affective responses at different exercise workloads showed that differences existed on specific measures only, such as physical fatigue, exhaustion, or state anxiety. Moreover, even these relatively minimal differences were often related to training or fitness level of the participants. Another key problem in dose-response research is related to the ignorance of the fact that in real life most exercisers self-select both the duration and intensity of their workload. These are dynamic aspects of exercise behavior that vary with personal or situational factors ranging anywhere from physical state to external factors such as the tempo of music accompanying the exercise (Bacon and Hookway, 2002). Accordingly, experimenter-selected exercise intensity, even if that is relative to the fitness level of the participant, may not correspond to the momentary preference of that person and yield imprecise results. An even greater problem is that the selection of exercise intensity is often unjustified. Indeed, only two out of the 31 studies examined by Ekkekakis and Petruzzello (1999) were theory-driven. Admitting that affect is not independent of personal choice or preference for exercise intensity, studies using a participant-selected exercise workload may offer valuable contribution to the understanding of exercise-affect relationship. In their analytical review, however, Ekkekakis and Petruzzello (1999) could only locate two published accounts about the affective benefits of self-selected (not varying) exercise intensity. In the first study, Farrell et al. (1982) have indirectly studied affect in only six well-trained athletes who run on a treadmill for 30 minutes at self-selected pace, at 60% VO2 max and at 80% VO2 max. Total mood disturbance (TMD) from the Profile of Mood States (POMS) inventory (Lorr et al., 1971) was the only measure of affect which were not significantly different after the three exercise conditions. In the second study, Zervas et al. (1993) examined the mood states of female participants after 30 minutes of aerobics performed at self-selected intensity and at 40%, 60% and 80% of their maximal heart rate (MHR). Vigor and exhilaration increased after 60% and 80% MHR as well as after self-selected exercise intensity. However, the highest level of exercise enjoyment was reported by those participants who self-selected their exercise workload. More recently, Parfitt et al. (2000) compared the affective benefits of a 20 minute treadmill running at 65% VO2 max to that of preferred exercise intensity and, matching the findings from the above two studies, found no statistically significant differences. Why is then the exercise psychology literature virtually void of studies using participant-selected exercise intensity in studying the affective benefits of exercise when common sense begs for such a protocol? The limited evidence, stemming from studies in which the self-selected exercise condition was not the point of the inquiry, clearly shows that self-selected exercise workloads are at least as effective as pre-set relative workloads in yielding affective benefits. If this is a replicable finding, than a number, if not most, of physiological models connecting exercise and affect, such as the endorphin hypothesis (Dunn and Dishman, 1991; Farrell et al., 1987), the amine hypothesis (Dunn and Dishman, 1991; Kety, 1966; Morgan and O'Connor, 1988), or the thermogenic hypothesis (Koltyn, 1997; Petruzzello et al., 1991), may be incomplete. Therefore, the two exploratory studies reported here represent a first attempt to directly examine the affect-enhancing properties of self-selected exercise, of equal modality and duration, in a pilot field experiment and in a follow-up laboratory experiment. It was hypothesized that self-selected exercise would yield improvements in mood that are not related to the exercise intensity selected by the participants.
Participants Instruments Procedure Data reduction
The POMS scores before and after exercise were analyzed with a multivariate repeated measures analysis of variance (MRM-ANOVA). This analysis yielded a statistically significant period (pre- to post-exercise) main effect, F (7, 89) = 20.67, p = .001. Follow up univariate analyses revealed that pre- to post-exercise changes were statistically significant for all seven dependent measures derived from the subscales of the POMS. These results are summarized in Table 1. A total mood disturbance (TMD) score was calculated by subtracting the sum of the ratings on the two positive subscales of the POMS from the sum of the ratings on the five negative subscales (Grove and Prapavessis, 1992). Employing a pre- to post-exercise repeated measures ANOVA it was found that TMD decreased by 68% which was statistically significant F (1, 95) = 28.22, p = .001, effect size (d) = .49. The percent (%) of the MHRR at which the participants exercised at the 15th minute mark was calculated to be moderate (M = 52, SD = 15.78). However, the range of individual exercise intensities, in terms of %MHRR, was high (65) indicating that participants self-selected a wide range of exercise workloads. To examine whether the individually selected workloads had any relationship to the magnitude of changes in the measures of affect, difference scores were calculated for the latter by subtracting the pre- from the post-exercise scores. The correlations between workload and difference scores were not significant for any of the affective measures (Table 2), including TMD (Figure 1).
The results of this pilot field experiment clearly show that a 20-minute bout of acute aerobic exercise, performed at participants-selected exercise intensity, generates significant affective-benefits. The lack of correlation between the calculated workload at the 15th minute of exercise and the magnitude of changes in mood (difference scores) suggests that exercise intensity may not mediate the affective benefits of exercise. If this is the genuine case, then as proposed by Stoll (1997) some of the physiological theories, or models, accounting for the exercise-affect relationship may be invalid. It is possible that the 'classical' models including the endorphin, amine, and thermogenic hypothesis may better explain the chronic rather than acute affective beneficence of exercise. However, it may be argued that the workload, expressed in terms of MHRR and calculated on the basis of a single palpated pulse 15 minutes into exercise, is an imprecise reflection of the exercise intensity. Indeed, error due to palpation may have occurred, but proper training in palpation, which was the case in this research, could yield an accurate pulse rate measure (Pronk et al., 1995). Still, it may be argued, that the momentary heart rate does not represent the overall or average workload in the exercise session. While this argument is also valid, a steady state is often reached early during exercise and, therefore, an average workload could be expected to be close to the calculated workload even on the basis of a momentary pulse rate. But such assumptions do not satisfy the required rigor in scientific research and hence they are speculative but noteworthy enough to call for further more systematic inquiry that was attempted in the laboratory experiment presented later. Another finding that has emerged from this pilot field experiment is that the participants have selected a wide range of exercise intensities. This observation may contain a powerful message: Imposed exercise intensity is highly unlikely to match what a participant would (otherwise) choose for her/his exercise workout. Therefore, experimenter-imposed exercise intensity may be perceived as stressful, compliance demanding, and/or annoying. The net result would be an improvement in affect but not due to exercise itself but rather to being 'through with it' (it = a chore). Similar findings were revealed in previous research in relation to state anxiety (Szabo et al., 1993). Consequently, given that the results of this pilot field-experiment raised some significant theoretical and practical questions, a laboratory experiment was designed to explore whether such findings could also be obtained in a more controlled environment.
Participants Instruments Procedure Data reduction
Like in the field experiment, the POMS scores before and after exercise were analyzed with MRM-ANOVA. This analysis yielded a statistically significant period main effect, F (7, 25) = 5.98, p = .001. The follow up univariate analyses revealed that the pre- to post-exercise changes were statistically significant in five out of the seven dependent measures. No significant pre- to post-exercise changes were seen in fatigue and vigor. Participants' TMD decreased significantly from pre- to post-exercise F (1, 31) = 30.98, p = .001, d = .85. These results are summarized in Table 3. The average percent (%) of the MHRR at which the 32 participants chose
to exercise during the 20-minute treadmill session was calculated to be
relatively high (M = 71, SD = 13.00). Similar to the field experiment,
the range of individual exercise intensities, in terms of %MHRR, was wide
(67). Like in the field experiment, change scores, or pre- to post-exercise
difference scores, were calculated for each dependent measure. Their relationship
to exercise intensity, operationalised as % of MHRR, was examined through
correlation analyses. The results, matching those obtained in the field
experiment, were not significant neither for the POMS subscales (Table
2) nor for TMD (Figure 2).
Another important finding, matching the results of the pilot field experiment, was the lack of correlation between exercise intensity and change scores or difference scores in measures of affect. In contrast to the field experiment where the workload was based on a single pulse rate measurement, here it was calculated from the continuous heart rate records, thus giving greater weight to the results. This lack of correlation is noteworthy because it implies that the magnitude of affective-benefits is unrelated to exercise intensity. Consequently, physiological mechanisms, relying on exercise-dose as a mediating factor in the affective beneficence of exercise, may not account for the findings in this study and possibly for the findings in several previous investigations of similar nature as discussed later. A final result, again mimicking those obtained in the field, was the
wide range of exercise workloads selected by the participants. This finding
justifies the rationale for using a self-selected workload protocol by
showing that preferred workload varies to a large extent among research
participants. Past research has overlooked this fact, which may have affected
sensitive affective measures and their results.
Results based on two different research methodologies clearly show that a 20-minute bout of exercise performed at a participant-selected workload yields positive changes in affect. The effect sizes (Tables 1 and 3) obtained in these two experiments were comparable or higher than those previously reported in literature (Berger et al., 1997, 1998). The findings agree with most findings emerging from acute exercise and affect research (Berger and Motl, 2000). However, unlike the research reviewed by Berger and Motl (2000) the studies reported here involved participant-selected exercise intensities. Matching the results of research using experimenter-delimited workloads, as well as that of those few inquiries that used a self-selected exercise protocol (Farrell et al., 1982; Parfitt et al., 2000; Zervas et al., 1993), the current studies clearly show that exercise intensity is not instrumental in the acute affective beneficence of exercise. These findings are further amplified by the fact that no correlation between the magnitude of change in affect and self-selected exercise intensity was found. Previous research did not examine this correlation. Berger and Motl (2000) think that setting the exercise intensity for affective benefits is mainly guesswork that is based on exercise intensities from past research that led to positive changes in affect. These authors see moderate exercise to be the most beneficial. This contemplation could be justified by the fact that moderate intensity exercise is the least different from one's preferred or self-selected workload. Berger and Motl (2000) also posit that individuals' personal preference for exercise intensity may influence the exercise-affect relationship. On the basis of the current results, it is safe to suggest that a participant-set workload may be the most beneficial for immediate or acute psychological gains. The wide range in the observed participant-selected exercise intensities in both studies reported here indicates that there is high variability in individuals' momentary preferences for exercise workload. This finding means that a single experimenter-set workload is in fact an imposed workload to many research participants. The affective benefits observed after an imposed-treatment reflect relief rather than gain emerging from such treatment. Self-selected exercise intensity, perhaps combined with self-set duration, could be the way forward in futures research to solve this dilemma. To date, however, no studies have directly examined the role of one's control in such research. From a theoretical perspective these findings seem to support Stoll's (1997) contention that physical models may not properly account for positive changes in affect after exercise. Alfermann and Stoll (1996) observed that both exercise and relaxation interventions yielded identical affective benefits and, hence, Stoll (1997) concluded that physical effort is not necessary for affective benefits to occur. His conclusion is backed up by several studies in the literature showing that physically effortless activities yield affective benefits similar to exercise (Berger and Owen, 1992; Parente, 2000; Snowball and Szabo, 1999; Szabo, 2003; Szabo et al., 1998; Wilson et al., 1981). These findings and the current results show that physical effort, especially in a dose-response context, is not instrumental in the acute affective effects of exercise. Consequently, a number of physiological models like the endorphin, thermogenic, or aminergic hypotheses may be incomplete. It is agreed with Stoll (1997) that psychological explanations could better account for these results. A further dilemma is that even the existing psychological theories may not fully account for the acute affective effects of exercise. For example, unless there is some ongoing stress the distraction hypothesis (Morgan, 1985) does not apply. A mastery or self-efficacy hypothesis (Paluska and Schwenk, 2000) may only apply if something has been accomplished through the activity. However, the positive changes in affect, similar to exercise, observed after passive activities (Parente, 2000; Snowball and Szabo, 1999; Szabo, 2003; Szabo et al., 1998; Wilson et al., 1981) cannot be linked to achievement behaviors. Therefore, a mastery hypothesis may only be relevant in some achievement situations. Finally, the social interaction model (Ransford, 1982) could not account for positive mood changes in laboratory experiments where social interaction is absent. A more likely explanation for acute affective benefits of exercise (and some other passive treatments) may be linked to the mental interpretation of the activity that the participant is engaged in. In light of this 'cognitive appraisal hypothesis' (that was proposed in relation to stressful experiences by Lazarus in 1988) immediate beliefs and thoughts influence the view one takes on the situation or an activity. Consequently, any life-experience interpreted as pleasant is likely to trigger positive affect (Sandlund and Norlander, 2000). Currently, this is the only common denominator between affective improvements after a bout of exercise and quiet rest, for example (Koltyn and Schultes, 1997). Again, it is stressed that the cognitive appraisal hypothesis only accounts for the immediate pre- to post-treatment changes. It is uncontested that physiological models (La Forge, 1995) could be instrumental in the delayed affective beneficence of exercise for which evidence has been produced in the literature (Cox et al., 2000; Raglin and Wilson, 1996). Future research will need to investigate more closely the duration of the affective benefits of various forms of exercise protocols in contrast to rival or control treatments while keeping in perspective the evidence-based controversy surrounding the current models. In such an effort, the rated perceived exertion (RPE) as an additional index of exercise intensity has to be assessed, along the heart rate, in future inquiries.
The results of two studies revealed that exercise intensity is unimportant in the generation of positive affective benefits after a single bout of aerobic exercise. While only limited measures of affect were examined in this research, such data call for the revisiting of the physiological models advanced in the explanation of acute affective benefits of exercise. It is more likely that affective changes triggered by exercise in the immediate post-exercise period are regulated by the subjective cognitive appraisal of the whole exercise session in which control over exercise workload is instrumental. A wide range was found in the participant-selected exercise intensities, which demonstrates that experimenter-imposed exercise workloads, that represent an arbitrary research decision, could have been erroneously employed in past research.
The author is grateful to Mr. Jason Turner for conducting the pilot-field experiment, to Ms. Teresa Davies for assuming responsibility for the laboratory experiment as well as for performing the data-scoring and to Michael Shaw and Beverly Armstrong for their technical assistance.
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