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Human social isolation and stress: a systematic review of different contexts and recommendations for future studies

Abstract

Objectives

The emergence of the coronavirus disease 2019 (COVID-19) pandemic and subsequent lockdowns and social distancing measures adopted worldwide raised questions about the possible health effects of human social isolation.

Methods

We conducted a systematic review on PubMed, Scopus, and Embase electronic databases using terms related to human social isolation – defined as the isolation of an individual from regular routines and usual social contact – and psychological stress, searching for simulated or naturalistic isolation environments. We present the main results, as well as the validity and limitations of each model. PROSPERO registry number: CRD42021241880.

Results

Despite the diversity of contexts reviewed, some outcomes almost ubiquitously relate to psychological stress, i.e., longer periods, expectation of a longer period, confinement, lack of social interaction, and support. Based on the results, and considering that most studies were not designed for the purpose of understanding isolation itself, we propose a group of recommendations for future experimental or naturalistic research on the topic.

Conclusion

Evidence on the impact of different situations in which individuals are subjected to social isolation can assist in development of directed preventive strategies to support people under similar circumstances. Such strategies might increase the general public’s compliance with social distancing as a non-pharmacological intervention for emerging infectious diseases.

Psychiatry; depression; anxiety; lockdown; social distancing; social connection

Introduction

Social connection (i.e., the structural, functional and qualitative aspects of social relationships) is a major determinant of psychological and emotional well-being among humans.11. Rosenquist JN, Fowler JH, Christakis NA. Social network determinants of depression. Mol Psychiatry. 2011;16:273-81.,22. Uchino BN. Social support and health: a review of physiological processes potentially underlying links to disease outcomes. J Behav Med. 2006;29:377-87. A consistent body of evidence supports the notion that satisfying social relationships and interactions are vital for neuropsychomotor development33. Christakis NA, Fowler JH. Social contagion theory: examining dynamic social networks and human behavior. Stat Med. 2013;32:556-77.,44. Lamblin M, Murawski C, Whittle S, Fornito A. Social connectedness, mental health and the adolescent brain. Neurosci Biobehav Rev. 2017;80:57-68. and maintenance of mental and physical health.55. Heinrich LM, Gullone E. The clinical significance of loneliness: a literature review. Clin Psychol Rev. 2006;26:695-718.,66. House JS, Landis KR, Umberson D. Social relationships and health. Science. 1988;241:540-5. In addition, the dynamics of social contacts contribute to establishing a social schedule that may influence daily patterns of light exposure, which is the main environmental cue that synchronizes biological rhythms to the environment.77. Berson DM, Dunn FA, Takao M. Phototransduction by retinal ganglion cells that set the circadian clock. Science. 2002;295:1070-3.,88. Hattar S, Liao HW, Takao M, Berson DM, Yau KW. Melanopsin-containing retinal ganglion cells: architecture, projections, and intrinsic photosensitivity. Science. 2002;295:1065-70. Social stimuli also play a key role in non-photic entrainment of biological rhythms by determining the timing of other non-photic entrainers, such as exercise and mealtimes.99. Mistlberger RE, Skene DJ. Nonphotic entrainment in humans? J Biol Rhythms. 2005;20:339-52.,1010. Mistlberger RE, Skene DJ. Social influences on mammalian circadian rhythms: animal and human studies. Biol Rev Camb Philos Soc. 2004;79:533-56.

Some situations require that individuals be isolated from their normal routine and social contact, such as work missions in extreme environments, as is the case of the Antarctic continent, or participating in a space exploration trip. Moreover, strategies for containment of air-born infectious diseases also require that individuals be forced into isolation or social distancing, like severe acute respiratory syndrome-Middle East respiratory syndrome (SARS-MERS) and, more recently, the COVID-19 pandemic.1111. Brooks SK, Webster RK, Smith LE, Woodland L, Wessely S, Greenberg N, et al. The psychological impact of quarantine and how to reduce it: rapid review of the evidence. Lancet. 2020;395:912-20. In spite of the major characteristics that shape each context, isolating oneself is considered a stressor and, therefore, has predictable consequences. Similarities among distinct isolation contexts have already been described, including modeling of spaceflight missions in Antarctic environments1212. Crucian B, Simpson RJ, Mehta S, Stowe R, Chouker A, Hwang SA, et al. Terrestrial stress analogs for spaceflight associated immune system dysregulation. Brain Behav Immun. 2014;39:23-32. and basing the theoretical approach to prolonged isolation and confinement of COVID-19 lockdowns on spaceflight analogs.1313. Choukér A, Stahn AC. COVID-19—the largest isolation study in history: the value of shared learnings from spaceflight analogs. NPJ Microgravity. 2020;6:32.

As for the literature on human beings, social isolation may be objective (e.g., living alone) and/or perceived and subjective (e.g., feeling lonely). Both types of social isolation have been associated with poorer sleep quality, impaired cognitive function, and mental health problems,1414. Bzdok D, Dunbar RIM. The neurobiology of social distance. Trends Cogn Sci. 2020;24:717-33. as well as with unhealthy behaviors such as smoking and physical inactivity.1515. Holt-Lunstad J, Smith TB, Baker M, Harris T, Stephenson D. Loneliness and social isolation as risk factors for mortality: a meta-analytic review. Perspect Psychol Sci. 2015;10:227-37. Socially isolated individuals also exhibit adverse outcomes related to physical well-being, mostly due to isolation-induced stress response. These include increased blood pressure, impaired C-reactive protein and lipid profiles, poorer immune response, higher risk of developing Alzheimer’s disease, and increased overall mortality.1414. Bzdok D, Dunbar RIM. The neurobiology of social distance. Trends Cogn Sci. 2020;24:717-33.

15. Holt-Lunstad J, Smith TB, Baker M, Harris T, Stephenson D. Loneliness and social isolation as risk factors for mortality: a meta-analytic review. Perspect Psychol Sci. 2015;10:227-37.
-1616. Arzate-Mejía RG, Lottenbach Z, Schindler V, Jawaid A, Mansuy IM. Long-term impact of social isolation and molecular underpinnings. Front Genet. 2020;11:589621.

Evidence regarding the impact of social isolation on human beings is not abundant. Hence, concepts are not well defined and causality is difficult to establish. This creates a heterogeneous body of evidence and makes it hard to understand the independent effect of social connectedness and isolation. Notwithstanding, several documented outcomes indicate that social isolation exerts its effects by modulating the stress response. Therefore, the aim of this study was to systematically review the available evidence on the effects of human social isolation, defined here as the isolation of an individual from regular routines and usual physical social contact, on psychological stress, including emotional, behavioral and cognitive impairment, and sleep problems. Even though perceived loneliness, social disconnectedness/alienation and marital quality are also described as dimensions of social connections, these concepts were not included in the present review. In addition, based on the results of this review, we aim to compile a list of essential elements to be incorporated in future research on the topic.

Evidence on the impact of different situations in which individuals are subjected to social isolation can assist in development of directed preventative strategies to support people under similar circumstances. Such information might also help healthcare professionals track possible health outcomes in socially isolated people.1717. Odusanya OO, Odugbemi BA, Odugbemi TO, Ajisegiri WS. COVID-19: a review of the effectiveness of non-pharmacological interventions. Niger Postgrad Med J. 2020;27:261-7.,1818. Noone C, Warner NZ, Byrne M, Durand H, Lavoie KL, McGuire BE, et al. A scoping review of research on the determinants of adherence to social distancing measures during the COVID-19 pandemic. Health Psychol Rev. 2021;15:350-70.

Methods

Search method and eligibility criteria

The present systematic review was registered in the PROSPERO database (number CRD42021241880). We conducted a systematic review of the literature on PubMed, Scopus, and Embase electronic databases using terms related to social isolation and psychological stress (full search terms available in Supplementary Material S1, available online-only).

We searched for peer-reviewed papers reporting empirical studies including data on social isolation as a factor. We defined “social isolation” as isolation of an individual from regular routines and usual physical social contact, associated with confinement or not. The settings of interest were simulated isolation environments or naturalistic environments, including home seclusion, quarantine, and space flight. Studies on isolation as synonyms of “loneliness” or social reclusion (e.g., hikikomori or elderly people in geriatric homes) were not eligible for this review. We also excluded studies of individuals with unspecified isolation onset, of physical distancing only (e.g., distancing for the purpose of prevention of transmission of infectious diseases), and studies that aimed to study other major stressors (e.g., natural disaster, public health threat) without accounting for isolation.

Given the heterogeneity of the literature on this topic, we included all studies with at least one outcome related to psychological stress in a situation of isolation. These included subjective psychological stress, tension, irritability, anxiety, depression, and sleep problems. In addition, due to the restricted number of empirical studies, we did not limit the number of subjects included in the studies, thereby avoiding omitting information from small sample studies. Some contexts of interest inevitably recruit a small number of subjects, e.g., space flights, experimental isolation, and Antarctic winter-over cohorts. We only included studies with non-clinical human populations described in articles written in English, Portuguese, Spanish, French, or German. All animal models were excluded. Thus, we retained only observational studies (i.e., cohort and cross-sectional study designs) and quasi-experimental studies. Randomized clinical trials and review studies were also excluded. Looking for the highest methodological quality, we excluded non peer-reviewed references and unpublished data.

The first search was completed on May 25, 2020, retrieving 2,099 records and resulting in 1,658 abstracts after exclusion of duplicates. To identify newly published articles on isolation in the context of severe acute respiratory syndrome coronavirus 2 (SARS-CoV-2) pandemic, we conducted a second search on Aug 13, 2020, retrieving 311 new records. Compared to 2019, the number of abstracts identified in 2020 increased 22.4-fold (from 32 to 716) on PubMed, 17.8-fold (from 43 to 765) on Embase, and 19.7-fold (from 23 to 454) on Scopus. Compared to the same year, the number of abstracts identified in 2021 increased 44-fold on PubMed (1,405 in 2021) and Embase (1,895 in 2021), and 20-fold (460 in 2021) on Scopus (Figure S1, available as online-only supplementary material). Considering the notable increase in abstracts because of the COVID-19 pandemic, a third search was conducted on April 7, 2022 to update the search with studies conducted in contexts not related to COVID-19 (thus excluding keywords related to COVID-19) retrieving another 166 studies (see Discussion, for more information). Figure 1 illustrates the systematic review process.

Figure 1
Diagram of the systematic review process

Two authors (ACT and FAN) independently and blindly performed the search and screened abstracts against eligibility criteria. Any disagreement between these authors was resolved by consensus with a third author (PST). Another six researchers were divided into pairs and blindly read in full all papers initially selected.

Data collection and quality assessment

This study was conducted according to recommendations made by Mueller et al.1919. Mueller M, D’Addario M, Egger M, Cevallos M, Dekkers O, Mugglin C, et al. Methods to systematically review and meta-analyse observational studies: a systematic scoping review of recommendations. BMC Med Res Methodol. 2018;18:44. Two independent researchers retrieved a standardized set of information from all full texts included in the review. A third independent researcher matched the two independent reviews and solved any disagreements via consensus. The data collection phase included assessment of methodological quality, performed using the modified Newcastle-Ottawa Scale (NOS)2020. The Ottawa Hospital, Research Institute. Research programs [Internet]. 2021 [cited 2021 May 05]. www.ohri.ca/programs
www.ohri.ca/programs...
for cross-sectional or cohort studies. This instrument lists key methodological aspects of observational studies and scores high-quality studies with a “star” for each aspect. A maximum of eight or nine stars can be given to cohort or cross-sectional studies, respectively. The quality of studies is analyzed in terms of sample selection (maximum of three stars for cohorts or four stars for cross-sectional studies), comparability (maximum of two stars) and outcome assessment (maximum of three stars).

Results

Data from the studies included and the results of the assessment of quality of evidence are shown in Table 1. The studies’ contexts are described in terms of duration and other relevant characteristics related to environmental control, confinement, social connectedness, activities, and routine (see Figure 2 for details). The following section summarizes the findings of the 28 studies included in the review grouped according to the model of isolation (see Figure 3 for a visual representation of the setting location of the included studies). A summary of the main outcomes of each study is shown in Table S1 and Supplementary Material S2, available as online-only supplementary material.

Table 1
General characteristics of included studies and quality assessment

Figure 2
Recommendations for future research on human isolation

Figure 3
World map illustrating the setting locations of the included studies

A series of studies included in this review report that the longer people stay in isolation, the higher the incidence of adverse psychological outcomes (or the worsening of existing ones). Of note, one experimental study4747. Taylor DA, Wheeler L, Altman I. Stress relations in socially isolated groups. J Pers Soc Psychol. 1968;9:369-76. demonstrated that those individuals expecting longer stays (in this context, 20 days) were more prone to report anxiety and stress than those who expected shorter missions (4 days). Another experiment with perceptual restriction in women found an increase in anxiety with the lengthening of isolation for more than 6 hours.4848. Zuckerman M, Persky H, Hopkins TR, Murtaugh T, Schilling M. Comparison of stress effects of perceptual and social isolation. Arch Gen Psychiatry. 1966;14:356-65. None of the Antarctic trip articles focused on studying duration, but it is notable that in the summer campaign,3939. Peri A, Scarlata C, Barbarito M. Preliminary studies on the psychological adjustment in the Italian Antarctic summer campaigns. Environ Behav. 2000;32:72-83. in which participants only remain isolated for 2-5 months, the outcomes (e.g., mood and coping strategies) were much more positive than in winter-over studies (10-12 months). However, several other factors might play a role in these associations, such as seasonal conditions, crew rotation, and outdoor activities. Finally, most studies of pandemics showed that duration of quarantine significantly increased stress and PTSD symptoms,2121. Hawryluck L, Gold WL, Robinson S, Pogorski S, Galea S, Styra R. SARS control and psychological effects of quarantine, Toronto, Canada. Emerg Infect Dis. 2004;10:1206-12.,2222. Reynolds DL, Garay JR, Deamond SL, Moran MK, Gold W, Styra R. Understanding, compliance and psychological impact of the SARS quarantine experience. Epidemiol Infect. 2008;136:997-1007.,2929. Peng M, Mo B, Liu Y, Xu M, Song X, Liu L, et al. Prevalence, risk factors and clinical correlates of depression in quarantined population during the COVID-19 outbreak. J Affect Disord. 2020;275:119-24. but one study did not corroborate these results.2525. Gonçalves AP, Zuanazzi AC, Salvador AP, Jaloto A, Pianowski G, Carvalho L de F. Preliminary findings on the associations between mental health indicators and social isolation during the COVID-19 pandemic. Arch Psychiatry Psychother. 2020;22:10-9.

A peculiar “third quarter effect” was described in some of the studies. This phenomenon is described as the surge of psychological and interpersonal difficulties (e.g., sleep difficulties, depressive symptoms, irritability, worsening in performance) after the halfway point of missions, regardless of the actual length of these missions.4949. Bechtel RB, Berning A. The third-quarter phenomenon: do people experience discomfort after stress has passed? In: Harrison AA, Clearwater YA, McKay CP, eds. From Antarctica to outer space. Springer; 1991. p. 261-5. It has been described in several settings of isolated and/or confined subjects and in extreme environments, such as Antarctic and submarine expeditions, space missions and space analogs. This phenomenon was reported in some of the space trip studies,3232. Luger TJ, Stadler A, Gorur P, Terlevic R, Neuner J, Simonsen O, et al. Medical preparedness, incidents, and group dynamics during the analog MARS2013 mission. Astrobiology. 2014;14:438-50.,3333. Yuan M, Custaud MA, Xu Z, Wang J, Yuan M, Tafforin C, et al. Multi-system adaptation to confinement during the 180-day Controlled Ecological Life Support System (CELSS) experiment. Front Physiol. 2019;10:575.,5050. Basner M, Dinges DF, Mollicone DJ, Savelev I, Ecker AJ, Di Antonio A, et al. Psychological and behavioral changes during confinement in a 520-day simulated interplanetary mission to Mars. PLoS One. 2014;9:e93298. one submarine experiment,5151. Sandal GM, Endresen IM, Vaernes R, Ursin H. Personality and coping strategies during submarine missions. Mil Psychol. 1999;11:381-404. and two Antarctic expeditions.3838. Décamps G, Rosnet E. A longitudinal assessment of psychological adaptation during a winter-over in Antarctica. Environ Behav. 2005;37:418-35.,4040. Sandal GM, van deVijver FJR, Smith N. Psychological hibernation in Antarctica. Front Psychol. 2018;9:2235. However, a study conducted by Décamps and Rosnet3838. Décamps G, Rosnet E. A longitudinal assessment of psychological adaptation during a winter-over in Antarctica. Environ Behav. 2005;37:418-35. describes a significant decrease in the number of somatic reactions from the third quarter of the stay on, indicating a positive third quarter phenomenon.

Physical isolation may also be accompanied by a disconnection of social contact with family, friends, and significant others. Some of the studies included in the present review identified this aspect in their samples. Evidence from experimental isolation shows that individuals with a possibility of social contact presented less conflicts and irritation towards others.4545. Smith S, Haythorn WW. Effects of compatibility, crowding, group size, and leadership seniority on stress, anxiety, hostility, and annoyance in isolated groups. J Pers Soc Psychol. 1972;22:67-79. Another experimental study described temporal disorientation, feelings of hostility, and loneliness to be particular to socially isolated individuals, compared to a confined group with social contact and an ambulatory control group.4646. Zubek JP, Bayer L, Shephard JM. Relative effects of prolonged social isolation and confinement: behavioral and EEG changes. J Abnorm Psychol. 1969;74:625-31. One experiment reported that subjects with outside verbal stimulation were less stressed than subjects under perceptual isolation.4747. Taylor DA, Wheeler L, Altman I. Stress relations in socially isolated groups. J Pers Soc Psychol. 1968;9:369-76. In a cross-sectional study of isolation due to pandemics, satisfaction with the quality and number of online social interactions associated positively with well-being and negatively with stress.2525. Gonçalves AP, Zuanazzi AC, Salvador AP, Jaloto A, Pianowski G, Carvalho L de F. Preliminary findings on the associations between mental health indicators and social isolation during the COVID-19 pandemic. Arch Psychiatry Psychother. 2020;22:10-9. Another study, conducted with students during the COVID-19 crisis, reports that individuals isolated from their personal network reported an increase in depressive symptoms, while individuals interacting less with their personal network were more anxious.3030. Elmer T, Mepham K, Stadtfeld C. Students under lockdown: comparisons of students’ social networks and mental health before and during the COVID-19 crisis in Switzerland. PLoS One. 2020;15:e0236337. In the same study, students who reported greater emotional support were less depressed and felt less lonely. In one Antarctic study, researchers found a decline in social interaction as the expedition progressed, and also a positive correlation between social support and stress recovery.4343. Tortello C, Folgueira A, Nicolas M, Cuiuli JM, Cairoli G, Crippa V, et al. Coping with Antarctic demands: psychological implications of isolation and confinement. Stress Health. 2021;37:431-41.

Finally, we noted only a few references to physical space and crowdedness. Overall, these are underreported features that have proved to be significant in a few studies. For instance, crowding was reported to be a factor that contributed to subjective stress and anxiety, indicating better adaptation to confinement among groups of few people.4545. Smith S, Haythorn WW. Effects of compatibility, crowding, group size, and leadership seniority on stress, anxiety, hostility, and annoyance in isolated groups. J Pers Soc Psychol. 1972;22:67-79. Moreover, people in more crowded spaces tend to be more annoyed with physical features of the laboratory setting. One study of quarantined individuals analyzed the size of the residence, indicating that those living in larger (i.e., more than 120 m22. Uchino BN. Social support and health: a review of physiological processes potentially underlying links to disease outcomes. J Behav Med. 2006;29:377-87.) and less crowded (i.e., one or two, as opposed to three or four people) residences showed lower psychological impact, stress, anxiety, and depression.2727. Rodríguez-Rey R, Garrido-Hernansaiz H, Collado S. Psychological impact and associated factors during the initial stage of the coronavirus (COVID-19) pandemic among the general population in Spain. Front Psychol. 2020;11:1540. In addition, people living in a residence with access to open-air space showed slightly better psychological outcomes.

Notably, the contexts of isolation included in this review were markedly distinct. The naturalistic studies presented here were situations of isolation – and often confinement – that were not designed for the purpose of understanding isolation itself. Nevertheless, some common reports have been described that might apply to more than one of these contexts, thus representing common repercussions of prolonged isolation apart from other stressors. Henceforth, it is of utmost importance that we define the strengths and limitations of each model reviewed here, so that we are able to delineate directions for future research on the topic.

Discussion

Strengths and limitations

Experimental and quasi-experimental models

Experimental and quasi-experimental studies designed to investigate isolation are typically conducted in highly controlled setups, which allow researchers to look into the relationship of isolation with specific stress factors such as social contact,4646. Zubek JP, Bayer L, Shephard JM. Relative effects of prolonged social isolation and confinement: behavioral and EEG changes. J Abnorm Psychol. 1969;74:625-31. duration expectancy,4747. Taylor DA, Wheeler L, Altman I. Stress relations in socially isolated groups. J Pers Soc Psychol. 1968;9:369-76. and crowdedness and compatibility.4545. Smith S, Haythorn WW. Effects of compatibility, crowding, group size, and leadership seniority on stress, anxiety, hostility, and annoyance in isolated groups. J Pers Soc Psychol. 1972;22:67-79. In addition, given that (a) the studies are conducted in research facilities, (b) the duration of the isolation is often known, (c) early end of isolation is an option, and (d) close supervision occurs, feelings of fear tend to be more seldom than in naturalistic models (which, again, allows investigation of interaction between specific stressors). The number of participants in experimental and quasi-experimental models tends to be small (from 10 to 168 subjects) and, in the case of the five articles included, most subjects were young and all were male. Besides, since volunteers are recruited specifically for the studies, they often have little to do during the isolation period (occupational and leisure activities are either limited or absent), with the exception of a few tests. Therefore, the main advantage of experimental models would be the possibility of investigating the effects of isolation on its own or combined with specific stressors. Disadvantages include lack of external validity and samples that are not representative of the general population.

It is important to note that studies classified as “experimental and quasi-experimental” can be vastly different from each other. However, because the chambers to which participants of experimental studies are allocated are typically small and the effects of crowdedness and lack of privacy can be investigated in studies of group isolation, it is possible to draw a parallel with the situation of people living in environments such as small apartments and/or with many family members or housemates.

Space missions and analogs

Studies regarding space flights resemble the experimental designs described above in a series of aspects. Of the six studies included in this review, only one studied a cohort from an official trip, while the remaining five are realistic experimental simulations of space environments. This means that apart from the setting design (i.e., a terrestrial analog site versus an experimental chamber that looks like a house), both environments are extremely controlled. The settings of space analogs, however, are generally poorly described. For example, only three studies report environmental challenges including altered light-dark cycle. Reporting of social connectedness and daily routines is also unsatisfactory or nonexistent. Even so, the major issue of such models for the purpose of understanding the impact of social isolation is the lack of external validity regarding sample selection. All studies recruited astronauts or cosmonauts, who acknowledge and accept confinement in aircrafts and space shuttles as part of their profession. These volunteers are mostly healthy, highly educated, men with previous training who underwent rigorous selection from among other candidates.

The usefulness of space analog missions as possible models of social isolation and distancing seem to resemble that of an experimental confinement. The addition of a space-like environmental control (e.g., pressure and light exposure) could be useful for the study of isolation in official space missions, but makes no contribution to understanding of the psychological impacts of isolation per se. Apart from that, naturalistic studies of official flights could benefit from a more detailed characterization of environment, routines, and social connectedness.

Submarines

The submarine missions resemble space analogs in terms of confinement and recruitment of crew members. We observe a cohort mostly composed of young male individuals with limited external validity. Once again, it seems like the usefulness of a submarine model of isolation is narrowed to initiatives of experimental studies of confinement in small groups of people. As described above, several methodological aspects (e.g., environmental control and social connectedness) could be applied to better characterize the context of isolation.

Antarctic

The Antarctic cohorts are similar to those of space flight studies, since they tend to be small and mostly composed of highly educated male volunteers. Participants are rigorously selected and trained in order to be prepared for difficult situations, hence results of such studies likely underestimate the reactions many people would present in moments of unexpected social isolation. Extreme environmental conditions prevent access to the Antarctic stations during winter, making an early end of isolation impossible, even if desired or needed, and therefore reassuring the isolation condition (which can be dubious in pandemic studies). The light-dark cycle, barometric pressure, and outside air temperature are additional stress factors. Communication with the outside world is limited and may temporarily break down due to extreme environmental conditions, but in general – and especially in recent years – it is possible to maintain social contact with family and friends by phone, email, video calls, and social media, which is especially important for maintenance of mental health.5252. Umberson D, Montez JK. Social relationships and health: a flashpoint for health policy. J Health Soc Behav. 2010;51:S54-S66. Due to the impossibility of an early end of isolation , possibility of virtual contact and presence of small groups in the same environment, we suggest that Antarctic studies can be used as models for the study of lockdown situations. However, differences include the environmental conditions and the fact that, in lockdowns, it is possible to leave the house in cases of extreme need.

Pandemics

An important limitation found in pandemic-related work is that most studies improperly report or do not report the length of social isolation. Few studies present a direct question about how many days the respondents had been in social isolation or whether they left the house for some reason. Most of them just assumed that study subjects complied with the government-implemented measures of social isolation and distancing, which may not be a reliable datum, making it difficult to be sure for how long and at what frequency individuals were isolated (e.g., all of the time, most of the time, sometimes or not in social isolation). The characteristics of isolation are, in general, poorly described and can vary greatly among the participants of a single study and between different studies within this model. Variable aspects include the kind of isolation (home or work, alone or with family members), the possibility of leaving the house for some activities (going to the market) and the number of face-to-face contacts. Another fact to take into account is that in some samples people were coerced, with strict measures, to stay in social isolation while in others they were only requested to stay in social isolation.

Generally, the samples are not totally representative of the population, with a higher percentage of women, adults, and young adults (ages between 18 to 45 years old), healthcare workers and students, and people with high levels of education. Most studies were designed in the form of online questionnaires and took place in big cities, with a tendency to be places with a larger number of disease cases. These are factors that by themselves can restrict the sample and have an effect on the results.

When dealing with a pandemic moment, several factors can influence the psychological wellbeing other than the isolation itself.1818. Noone C, Warner NZ, Byrne M, Durand H, Lavoie KL, McGuire BE, et al. A scoping review of research on the determinants of adherence to social distancing measures during the COVID-19 pandemic. Health Psychol Rev. 2021;15:350-70.,5353. Bowman C, Branjerdporn G, Turner K, Kamara M, Tyagi N, Reyes NJD, et al. The impact of viral epidemics and pandemics on acute mental health service use: an integrative review. Health Psychol Rev. 2021;15:1-33. The fear of getting infected or infecting others, emergence of financial issues, and dissatisfaction with the information received about the current situation are some of the other stressors affecting these populations.2727. Rodríguez-Rey R, Garrido-Hernansaiz H, Collado S. Psychological impact and associated factors during the initial stage of the coronavirus (COVID-19) pandemic among the general population in Spain. Front Psychol. 2020;11:1540. There is scant information regarding people’s routines, light exposure, access to basic needs, exercise, and leisure activities. With the studies’ results in mind, we may conclude that the method of psychological evaluation used by some of them may not be the most adequate, because the pandemic may not provoke emergence of psychological disorders but, more commonly, psychological symptoms. Therefore, it could be more adequate to use wellbeing and perceived symptoms scales instead of diagnostic scales.

It is also important to highlight that most of the studies are cross-sectional, so the information available only provides a picture of the mental status of people at that point in time. Moreover, many sent their questionnaires in the 1st weeks of implementation of lockdown or social distancing, when respondents had been in isolation for a short time.

The third quarter effect

The phenomenon known as the “third-quarter effect” was observed in studies in Antarctica and space analogs, but there is no information about it in the experimental and pandemic related studies, which makes it difficult to generalize such findings. The true existence of this phenomenon is still controversial, given that several studies’ results did not confirm its presence.4949. Bechtel RB, Berning A. The third-quarter phenomenon: do people experience discomfort after stress has passed? In: Harrison AA, Clearwater YA, McKay CP, eds. From Antarctica to outer space. Springer; 1991. p. 261-5. Bechtel et al.4949. Bechtel RB, Berning A. The third-quarter phenomenon: do people experience discomfort after stress has passed? In: Harrison AA, Clearwater YA, McKay CP, eds. From Antarctica to outer space. Springer; 1991. p. 261-5. postulate that this effect may only be a characteristic of finite-time stressful situations. The concept of psychological resilience, i.e., the human capacity to cope successfully under significant adverse conditions5454. Fletcher D, Sarkar M. Psychological resilience: a review and critique of definitions, concepts, and theory. Eur Psychol. 2013;18:12-23. may interestingly be related to the third-quarter effect. In their study in Antarctic environments, Sandal et al.3737. Sandal GM, Endresen IM, Vaernes R, Ursin H. Personality and coping strategies during submarine missions. Hum Perf Extrem Environ. 2003;7:29-42. wrote that resilience may be related to expectations about the duration of the isolation, being associated with the relative passage of time, and that it decreases in the third quarter, when the participants realize that the trip is only half-complete.5555. Sonnentag S, Bayer UV. Switching off mentally: predictors and consequences of psychological detachment from work during off-job time. J Occup Health Psychol. 2005;10:393-414. Another concept brought out by the authors is “psychological hibernation,” i.e., a reduction in seeking stimulation, or an emotional flatness. This hibernation is associated with stress and may represent a strategy and an adaptive response for coping with the stressors of the extreme conditions.5555. Sonnentag S, Bayer UV. Switching off mentally: predictors and consequences of psychological detachment from work during off-job time. J Occup Health Psychol. 2005;10:393-414.

A retrospective evaluation could be more adequate to assess this phenomenon in a situation in which it is difficult to foresee the exact duration of the isolation (like in pandemics). However, the memory bias generated by stress can influence retrospective data.5656. Schwabe L. Memory under stress: from single systems to network changes. Eur J Neurosci. 2017;45:478-89. Possible options for better evaluation may be through the observations of a trained observer, prospective sequential self-reports, or reports provided by peers and external observers.

Researchers aiming to assess the psychological effects of social isolation should carefully plan and report several contextual characteristics (whenever possible). Figure 3 contains a summary of our recommendations for future research on human isolation, based on this review.

Since there is evidence that crowding is associated with psychological distress,5757. Evans GW. The built environment and mental health. J Urban Health. 2003;80:536-55. it is important that the total physical space and the area available per individual are described, in both experimental and naturalistic studies. In the case of naturalistic studies, other environmental conditions such as temperature,5858. Mäkinen TM, Palinkas LA, Reeves DL, Pääkkönen T, Rintamäki H, Leppäluoto J, et al. Effect of repeated exposures to cold on cognitive performance in humans. Physiol Behav. 2006;87:166-76.,5959. Gaoua N, Racinais S, Grantham J, Massioui FE. Alterations in cognitive performance during passive hyperthermia are task dependent. Int J Hyperthermia. 2011;27:1-9. seasonality,6060. Magnusson A, Boivin D. Seasonal affective disorder: an overview. Chronobiol Int. 2003;20:189-207. and altitude6161. Collet G, Mairesse O, Cortoos A, Tellez HF, Neyt X, Peigneux P, et al. Altitude and seasonality impact on sleep in Antarctica. Aerosp Med Hum Perform. 2015;86:392-6. might influence observed outcomes. Light-dark cycle alterations, including the lack of exposure to daylight and exposure to artificial light at night, have an impact on sleep, mood and other psychological variables6262. Harb F, Hidalgo MP, Martau B. Lack of exposure to natural light in the workspace is associated with physiological, sleep and depressive symptoms. Chronobiol Int. 2015;32:368-75.,6363. Paksarian D, Rudolph KE, Stapp EK, Dunster GP, He J, Mennitt D, et al. Association of outdoor artificial light at night with mental disorders and sleep patterns among US adolescents. JAMA Psychiatry. 2020;77:1266-75. and should therefore be described in both experimental and naturalistic studies. In experimental studies, for the assessment of the factors described above, we recommend inclusion of a detailed and complete description of the layout of the isolation setting.

Non-fulfillment of basic needs, including financial assistance and access to basic supplies, increases stress, anxiety, and depression symptoms.6464. Rehman U, Shahnawaz MG, Khan NH, Kharshiing KD, Khursheed M, Gupta K, et al. Depression, anxiety and stress among Indians in times of Covid-19 lockdown. Community Ment Health J. 2021;57:42-8. Hence, it is pertinent to report income and/or availability of essential supplies.

As mentioned in the results section, lack of social interactions leads to adverse outcomes, whereas social connectedness improves resilience to adverse situations.6565. Nitschke JP, Forbes PAG, Ali N, Cutler J, Apps MAJ, Lockwood PL, et al. Resilience during uncertainty? Greater social connectedness during COVID-19 lockdown is associated with reduced distress and fatigue. Br J Health Psychol. 2021;26:553-69. Thus, the possibility of keeping in touch with friends and family during isolation should also be considered when designing and reporting the results. Future studies focusing on the impact of individual versus group isolation with different degrees of social contact could contribute to a better understanding of the effects of a person’s social network during isolation.

Maintenance of a daily work routine6666. Carvalho FG, de Souza CM, Hidalgo MPL. Work routines moderate the association between eveningness and poor psychological well-being. PLoS One. 2018;13:e0195078. and engaging in physical6767. Maugeri G, Castrogiovanni P, Battaglia G, Pippi R, D’Agata V, Palma A, et al. The impact of physical activity on psychological health during Covid-19 pandemic in Italy. Heliyon. 2020;6:e04315. and leisure activities6868. Brajša-Žganec A, Merkaš M, Šverko I. Quality of life and leisure activities: how do leisure activities contribute to subjective well-being? Soc Indic Res. 2011;102:81-91. can be beneficial for psychological health. In addition, shift work is a major cause of mental health problems, thus indicating a noteworthy confounding factor. For this reason, we suggest that planning and reporting activity and routine characteristics should be included in studies on the effects of isolation.

Based on the information gathered in this review, we suggest that researchers aiming to assess the psychological effects of social isolation in a pandemic situation should precisely characterize the number of days people have been in isolation, the frequency of the isolation (i.e., the amount of time people stayed in isolation), accessibility (i.e., how easy it is to get in and out of the isolation setting), the number of in-person contacts (online and face-to-face), and the participants’ social network. It is important to determine the nature of the setting, collecting information regarding the size of the residence, the number of people living there and their kinship, and some aspects of the environment (windows, open-air spaces). The activities the person does during the period (including work, study, leisure and physical activities), use of protective measures, the amount, quality, and source of the information received about the crisis, as well as an evaluation of the individual risk each participant would be under in the event of becoming infected should also be properly assessed.1111. Brooks SK, Webster RK, Smith LE, Woodland L, Wessely S, Greenberg N, et al. The psychological impact of quarantine and how to reduce it: rapid review of the evidence. Lancet. 2020;395:912-20.

A note on the COVID-19 pandemic

The COVID-19 pandemic notably changed societal views and conceptions of social isolation. Not surprisingly, the scientific community has responded to this social demand and a vast body of evidence was produced from 2020 to 2022. When conducting a third search using the same identifiers in April 2022, a noteworthy increase in the number of records was identified (Supplementary Material S1 and Figure S1, available online-only).

The COVID-related articles identified in the first and second searches (and described in this review) were initial assessments of the “first wave” of the pandemic. An immeasurable number of confounding factors arose with the complex progression of the COVID-19 health issue, contributing to the adverse outcomes related to psychological stress.6969. de Sousa GM, Tavares VDO, de Meiroz Grilo MLP, Coelho MLG, de Lima-Araújo GL, Schuch FB, et al. Mental health in COVID-19 pandemic: a meta-review of prevalence meta-analyses. Front Psychol. 2021;12:703838. Furthermore, social isolation in the context of the COVID-19 pandemic assumed many facets, varying according to the moment of assessment in terms of potential health harms and local public policies. Future studies would greatly contribute to the topic by assessing the impacts of isolation specifically in the years following the spread of COVID-19. However, this was not the focus of the present review. Nonetheless, we believe the recommendations we developed are still adequate for the purpose of studying future situations of isolation in pandemic scenarios.

Conclusion

The emergence of the COVID-19 pandemic and subsequent lockdowns and social distancing measures adopted worldwide raised questions about the possible health effects of human social isolation. As a result, the number of scientific articles focused on this topic has increased recently and it is likely to keep growing over the next few years. Thus, a systematic literature search was performed in order to review the available evidence on the effects of human social isolation and determine directions for conducting and reporting such studies. Several of the studies included here were not primarily designed to assess isolation itself. Thus, these models are also analyzed in terms of their validity and limitations for the purpose of studying human isolation. Finally, based on the evidence collected here, we designed a group of recommendations for future experimental or naturalistic research on the topic.

Although most studies regarding human social isolation consist of cross-sectional and longitudinal protocols, research performed under experimental and quasi-experimental conditions has provided valuable contributions for determining the causal impact of social connections, and the lack thereof, on health.66. House JS, Landis KR, Umberson D. Social relationships and health. Science. 1988;241:540-5. In naturalistic conditions, several stress factors can be present, such as harsh or extreme environmental conditions, lack of social contact and fear of infection during an epidemic outbreak. This makes it difficult to separate the effects of isolation itself from other stressors. Experimental models, on the other hand, provide an opportunity to either focus on isolation or to study its relationship with specific stressors (e.g., crowdedness, privacy, or compatibility). However, they might lack external validity because they are performed in extremely controlled conditions.

In spite of confounders and the many differences between models, we were able to observe similarities among outcomes that might be promising research targets for future studies. The data assembled in this review of different contexts, settings, and designs – and the recommendations derived from the analyses – may help us understand the impacts of social isolation on human health, also guiding the design and execution of studies on the topic.

In the context of the current COVID-19 pandemic, social isolation is a central tool to reduce disease transmission. In view of this, we emphasize the necessity of developing measures to foster better compliance with preventive actions and to mitigate the psychological consequences of such measures.1818. Noone C, Warner NZ, Byrne M, Durand H, Lavoie KL, McGuire BE, et al. A scoping review of research on the determinants of adherence to social distancing measures during the COVID-19 pandemic. Health Psychol Rev. 2021;15:350-70.,7070. Pilz LK, Couto Pereira NS, Francisco AP, Carissimi A, Constantino DB, Caus LB, et al. Effective recommendations towards healthy routines to preserve mental health during the COVID-19 pandemic. Braz J Psychiatry. 2022;44:136-46. From a public health perspective, if isolation is needed, the pressure on public authorities regarding vaccination should be cranked up. Although isolation is notably stressful, the psychological consequences of not adhering to this measure and allowing the virus to spread might be worse.

Acknowledgements

The authors would like to acknowledge the Brazilian funding agencies Coordenação de Aperfeiçoamento de Pessoal de Nível Superior (CAPES; grant 0607/2020 to Maria Paz Hidalgo), Conselho Nacional de Desenvolvimento Científico e Tecnológico (CNPq), Fundação de Amparo à Pesquisa do Estado do Rio Grande do Sul (FAPERGS), and Fundação de Amparo à Pesquisa do Estado de São Paulo (FAPESP), as well as all the public institutions supporting Brazilian scientists. Deborah Suchecki is the recipient of a Research Fellowship from CNPq 302608/2019-2. Maria Paz Hidalgo is the recipient of a Research Fellowship from CNPq 302815/2019-8 and CAPES grant 0607/2020.

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Publication Dates

  • Publication in this collection
    29 Mar 2024
  • Date of issue
    2024

History

  • Received
    30 Dec 2021
  • Accepted
    07 June 2022
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