International Journal of Epidemiology © International Epidemiological Association 1996 Vol. 25, No. 6 Printed in Great Britain Urban Schistosomiasis: Morbidity, Sociodemographic Characteristics and Water Contact Patterns Predictive of Infection JOSELIA O A FIRMO,* MARIA FERNANDA LIMA E COSTA,*" HENRIQUE L GUERRA* AND ROBERTO S ROCHA* Firmo J O A (Laboratory of Epidemiology and Medical Anthropology and Laboratory of Schistosomiasis, Rene Rachou Research Institute, Oswaldo Cruz Foundation, Av. Augusto de Lima 1715, 30.190.002, Belo Horizonte, Minas Gerais, Brazil), Lima e Costa M F, Guerra H L and Rocha R S. Urban schistosomiasis: morbidity, sociodemographic characteristics and water contact patterns predictive of infection. International Journal of Epidemiology 1996; 25: 1292-1300. Background. Schistosomiasis (Schistosoma mansoni) is classically described as a rural disease that occurs in areas with poor sanitary conditions. This cross-sectional study was undertaken in a suburban area of a large industrialized city in Brazil (Belo Horizonte), aiming at examining epidemiological characteristics of schistosomiasis in an urban setting. Methods. A simple random sample of 658/1896 dwellings was selected and 3049/3290 (92.7%) residents were submitted to stool examination. Of 518 eligible infected cases and 518 uninfected controls, 87.1% and 89.8% participated in the study, respectively. Results. The prevalence of S.mansoni infection was 20%, predominantly low egg counts in stools; no cases of splenomegaly were found. Signs and symptoms associated with infection were bloody stools (odds ratio [OR] = 8.0) and hardened palpable liver at the middle clavicular and at the middle sternal line (OR = 5.5 and 8.0, respectively). Sociodemographic variables and water contacts predictive of infection were age (10-19 and s=20 yrs; OR = 7.1 and 3.3, respectively), gender (male; OR = 3.1), contacts for swimming and/or playing (twice a month or less and more than twice a month; OR = 2.2 and 3.0, respectively) and residence in Belo Horizonte (born in the City; OR = 2.5). Ninety per CRnt of dwellings had a piped water supply; no association between water supply and infection was found. Conclusion. Our results emphasize the need for schistosomiasis control measures focusing on water contacts for leisure purposes in this industrialized urban area. Keywords: urban schistosomiasis, epidemiology included in long-term national strategies, after identification of both general and specific control measures.1 Effective control measures depend on knowledge of the epidemiology of parasitic diseases in urban settings. Epidemiological studies on S.mansoni in large cities are few and concentrate, as a rule, on identification of foci of transmission and/or on descriptive information related to the prevalence of infection in selected populations.2"6'8"12 An exception is a study carried out during the early 1970s in a district of Salvador City, northeast of Brazil, where morbidity and sociodemographic variables predictive of S.mansoni infection were investigated. A comparison of infected cases and uninfected controls in this area showed that infection was associated with low education and low socioeconomic status, migration, and rural origin; morbidity due to infection was low.7 Schistosomiasis is classically described as a rural disease that occurs in areas with poor sanitary conditions. Nevertheless, owing to migration, urban areas in Africa and South America are now foci of transmission.1 In Africa, the disease is endemic in cities like Harare,2 Kinshasa 3 and Dar es Salaam.4 In Brazil, foci of transmission of Schistosoma mansoni were described in large cities (over one million inhabitants) situated in the north, 5 the northeast, 6 ' 7 and in the industrialized southeast of the country.8"12 Recently, it has been proposed that programmes for parasitic disease control in urban areas should be * Laboratory of Epidemiology and Medical Anthropology and Laboratory of Schistosomiasis, Rene Rachou Research Institute, Oswaldo Cruz Foundation, Av. Augusto de Lima 1715, 30.190.002, Belo Horizonte, Minas Gerais, Brazil. *• Department of Preventive and Social Medicine, School of Medicine, Federal University of Minas Gerais, Belo Horizonte, Minas Gerais, Brazil. This paper describes a study of the epidemiology of S.mansoni, which was undertaken in a suburban area of a large industrialized city in Brazil (Belo Horizonte). 1292 1293 SCHISTOSOMIASIS IN AN URBAN AREA OF BRAZIL RiodasVWhas Naigbornarea 1 A Lagoa dos Borges (neigborn area) FIGURE 1 Map of the studied area with points for monitoring snail population (planorbides) The objectives of the study were: (i) to examine the existence of foci of transmission; (ii) to assess the prevalence and intensity of infection in a representative sample of the total population; (iii) to assess the morbidity due to infection and (iv) to assess sociodemographic variables and water contact patterns predictive of S.mansoni infection in the study area. SUBJECTS AND METHODS Study Area Belo Horizonte is the capital of the State of Minas Gerais which is situated in southeast Brazil. The city has around two million inhabitants.13 The study was undertaken during 1991-1992 in a district named Gorduras, in the northeast of the city. Foci of Transmission All water sources within and surrounding the study area were mapped. Snail surveys were carried out monthly over one year along the mapped streams, and in a small lake used by the population (Figure 1). Snails collected were transported to the laboratory where they were measured, classified and examined microscopically, following squashing between two glass plates, for the presence of cercariae or sporocysts of S.mansoni.1* Study Population The study area was mapped and all dwellings (n = 1896) were numbered (Figure 1). A simple random sample of 658 dwellings was selected and 3290 residents were chosen to participate in the descriptive study (sociodemographic survey and stool examinaton). Assumptions for the sample size calculation were the following: number of inhabitants = 9480 (five per dwelling); prevalence of S.mansoni infection = 0.20; precision = 0.02; type 1 error = 0.05; correction for design effect = 2; losses = 0.20.l5-15 A signed informed consent was obtained from all participants or from their parents/adult responsible if they were under 18 years of age. 1294 INTERNATIONAL JOURNAL OF EPIDEMIOLOGY Sociodemographic Survey A sociodemographic survey was performed in all sampled households. One adult occupant in each household was interviewed. All information was obtained by two interviewers without knowledge of individuals' laboratory results. The questionnaire consisted of three categories of explanatory variables: (a) demographic (age, gender and residence in Belo Horizonte), (b) socioeconomic (family monthly income and education), and (d) sanitation (water supply and sewerage system in the household). Stool Examination and Selection of Cases and Controls All residents in the sampled households received a container for collection of stools, labelled with their name and identification number, as well as an identifiable code in case of illiteracy. Two separate stool samples were collected within a 4-month interval; they were examined for the presence and number of S.mansoni eggs and for the presence of Ascaris lumbricoides, Trichiura trichiuris and ancilostomideos eggs. Stool examinations were performed by the Kato-Katz method. 17 The number of S.mansoni eggs per gram was estimated from the mean of four slides. All examinations were done by two trained technicians. Agreement between technicians, considering the presence or absence of S.mansoni eggs, was assessed in a sample of 100 stool examinations. Cases were defined as those who presented S.mansoni eggs on at least one of four slides. Controls were defined as those without S.mansoni eggs on four slides. A simple random sample of individuals over 2 years of age who presented eggs in stools (518/609) and a simple random sample of those over 2 years of age who did not present S.mansoni eggs (518/2256) was selected. The sample size was sufficient for detecting an odds ratio (OR) of 1.5 with 90% power at 5% level of significance, if the prevalence of exposure was 50%. l 8 Clinical Examination Clinical examination was undertaken by a single physician without prior knowledge of patients' infection status. Both physician and patient were informed of the infection status at the end of the clinical session, when all cases received oxamniquine for treatment. All cases and controls were eligible for clinical examination. Patients were submitted to a questionnaire concerning the occurrence of diarrhoea, abdominal pain or bloody stools over the previous 30 days, previous treatment for schistosomiasis, and history of splenectomy, haematemesis or melaena during their lifetime. Abdominal examinations were done with the patients lying on their back in the right lateral position. The liver or spleen was considered palpable when detectable immediately under the costal margin with the breath held. Water Contact Interview Water contact interviews were also double blind and were done after the second stool collection. All cases and controls were eligible for interviews. A pre-coded questionnaire concerning frequencies and reasons for water contacts in streams and lakes situated in Belo Horizonte City during the previous 6 months was used. Reasons for water contact included: laundry, washing dishes, bathing (body hygiene), fishing, swimming or playing and other. Water contact frequencies were classified as none (no contact in the previous 6 months), twice a month or less and more than twice a month. Analysis Crude analysis was based on overall %2, y} for linear trend (for proportions) and Kappa statistics with confidence interval (CI) (for interobserver agreement).19 Crude and adjusted OR and CI ( Woolf's method) were also calculated.19 Multivariate logistic regression was used to assess the independent effect of variables.20 Two logistic models were constructed: the first to assess signs and symptoms and the second to assess sociodemographic variables and water contact patterns associated with S.mansoni infection. The criterion for inclusion of variables in each logistic model was association with infection beyond 0.20 significance level in the univariate analysis.21 Abdominal pain and bloody stools were adjusted for age, gender, previous treatment for schistosomiasis and other helminths (Ascaris lumbricoides, Trichiura trichiuris and ancilostomideos). Palpable liver at the middle clavicular line and palpable liver at the middle sternal line were adjusted for age, gender and previous treatment; other helminths were not included in this analysis because there is no evidence that they can produce liver impairment. The initial logistic model for sociodemographic variables and reasons for water contact included age, gender, previous treatment, residence in Belo Horizonte, piped water in the household and water contacts for laundry, bathing, fishing and swimming or playing. The analysis was done using Epi Info,15 Egret22 and SAS 23 software packages. RESULTS Foci of Transmission Biomphalaria glabrata was found at all points along streams which were selected for monitoring snails. SCHIST0S0M1ASIS IN AN URBAN AREA OF BRAZIL B.glabrata infected with S.mansoni were found at 6 points points 1, and 7-11). No snails were found at the monitored small lake. Sewerage draining to streams was observed at points 9 and 10 (Figure 1). Internal Validity and Quality Control of Stool Examination The investigation covered 658 households with 3290 eligible residents. Of these, 3049 (92.7%) were submitted to stool examination. Of 518 eligible cases and 518 eligible controls, 451 (87.1%) and 465 (89.8%) participated, respectively. Regarding reliability of stool examination, Kappa value between technicians 1 and 2 was 0.96 (95% CI : 0.90-1.00). Descriptive Results Of the 658 sampled households, 92.7% had a piped water supply and 89.4% had a sewerage system. Prevalence of S.mansoni infection in the sampled population was 20.0% (609/3049), predominantly low egg counts (61.1% of infected eliminated <100, 25.8% 100-499, and 13.1% 3=500 eggs per gram [epg] of stool); the geometric mean of S.mansoni eggs was 70.8 epg (95% CI : 7.4-679.7). Signs and Symptoms Table 1 shows the results of the univariate analysis of signs and symptoms, previous treatment, other selected helminths and S.mansoni infection. Bloody stools, palpable liver at the middle clavicular line, palpable liver at the middle sternal line, previous treatment, Ascaris lumbricoides, ancilostomideos and Trichiura trichiuris were associated with S.mansoni infection (P < 0.05). No cases of splenomegaly or histories of splenectomy, haematemesis or melaena were found in the study area. Table 2 shows the results of the multivariate analysis of selected signs and symptoms and S.mansoni infection. Bloody stools (OR : 8.0; 95% CI : 1.8-36.6) persisted associated with infection after adjustments for age, gender, previous treatment and other helminths. Palpable hardened liver at the middle clavicular line (OR : 5.5; 95% CI : 1.1-27.7.) and palpable hardened liver at the middle sternal line (OR : 8.0; 95% CI : 1.5-42.0) persisted in association with infection after adjustments for age, gender and previous treatment. Sociodemographic Variables and Reasons for Water Contacts Table 3 shows the results of the univariate analysis of selected sociodemographic variables and S.mansoni 1295 infection. Age group, gender and residence in Belo Horizonte were associated with infection (P < 0.05). Swimming and/or playing was the only reason for water contact associated with infection; the OR increased as the frequency of contact increased (dose-response relationship) (Table 4). Table 5 shows the final results of the multivariate analysis of sociodemographic variables and reasons for water contact and S.mansoni infection. The following variables were independently associated with infection: age (10-19 years; OR : 7.1; 95% CI : 4.4-11.1 and &20 years; OR : 3.3; 95% C I : 1.9-5.9), gender (male; OR : 3.1; 95% CI : 2.3-4.1). Swimming and/or playing (twice a month or less; OR : 2.2; 95% CI : 1.4-3.2; more than twice a month; OR : 3.0; 95% CI : 1.5-5.8) and residence in Belo Horizonte (born in Belo Horizonte; OR : 2.5; 95% CI : 1.2-5.4). DISCUSSION This study revealed the existence of S.mansoni transmission in the urban area and the occurrence of infection at 20% prevalence level. Schistosomiasis dependent morbidity was low: no cases of splenomegaly or splenectomy were found, only 4.7% of infected subjects reported bloody stools and less than 3% presented hardened enlarged liver. These findings are consistent with low S.mansoni egg counts observed in the population.24 Studies undertaken in different countries, using univariate methods of analysis, have found a consistent association with bloody stools and S.mansoni infection. Association of diarrhoea or abdominal pain with infection was observed in some endemic areas but not in others.25"28 In this investigation, an association of bloody stools with infection was found. The association persisted after adjustments for age, gender, previous treatment and other selected helminths. Liver impairment is part of schistosomiasis pathogenesis and enlarged liver without specification of its consistency has been traditionally used as an indication of schistosomiasis morbidity in areas where malaria or visceral leishmaniasis are not endemic.29 Recent studies have shown that palpable liver with normal consistency has smaller positive predictive value for infection than hardened liver or bloody stools, indicating that consistency of liver and bloody stools must be considered in schistosomiasis morbidity studies.27'28 Our results are consistent with this view. Sociodemographic variables and reasons for water contact which were predictive of infection in our study were age, gender, water contact for swimming and/or 1296 INTERNATIONAL JOURNAL OF EPIDEMIOLOGY TABLE 1 Univariate analysis of signs and symptoms, previous treatment, other selected helminths and S.mansoni infection Variables Abdominal pain: No Yes Cases Controls 310(68.7) 141 (31.3) Crude odds ratio (95% CI) 299 (64.3) 166(35.7) 1.0 0.8(0.6, 1.1) 404 (86.9) '***61 (13.1) 1.0 1.0(0.7, 1.4) /> = 0.155 Diarrhoea: No Yes 394 (87.4) 57(12.6) P = 0.828 Bloody stools: No Yes 430 (95.3) 21 (4.7) 463 (99.6) 2 (0.4) 1.0 11.3(2.6,48.5) 424 (92.8) 31 (6.8) 2 (0.4) 1.0 0.4 (0.2, 0.8) 5.0(1.1,23.0) 432 (94.6) 23 (5.0) 2 (0.4) 1.0 0.3(0.1,0.7) 5.5 (1.2,25.1) 409 (88.0) 56(12.0) 1.0 2.4(1.7, 3.4) 287(61.7) 178(38.3) 1.0 1.3 (1.0, 1.7) 457 (98.3) 8(1.7) 2.7 (1.1,6.6) P = 0.000 Palpable liver at middle clavicular line: Not palpable Palpable normal consistency Palpable hardened 423 (94.6) 13(2.9) 11 (2.5) P = 0.001 Palpable liver at middle sternal line: Not palpable Palpable normal consistency Palpable hardened 429 (96.0) 7(1.6) 11 (2.4) P = 0.001 Previous treatment: No Yes 340 (75.4) 111 (24.6) P = 0.000 Ascaris lumbricoides: No Yes 248 (55.0) 203 (45.0) P = 0.039 Ancilostomideos: No Yes 431 (95.6) 20 (4.4) 1.0 /> = 0.017 Trichiura trichiuris: No Yes 383 (82.4) 82(17.6) 347 (76.9) 104 (23.1) 1.0 1.4 (1.0,2.0) P = 0.041 Cases: presence of S.mansoni eggs in stools. Controls: absence of S.mansoni eggs in stools. P = P value (x2 test). playing and residence in Belo Horizonte. Age was the variable that showed the strongest association with S.mansoni infection, with the highest OR for the second decade of life. Similar results were found in rural areas in the State of Minas Gerais where prevalence or incidence of infection was considered.28"30 Regarding the predominance of infection among males, this is probably a consequence of different water contact patterns between males and females in the study area.31 A previous study undertaken in Salvador City in Brazil showed that S.mansoni infection was associated with low education and low socioeconomic status, migration and rural origin.7 In our study, infection was not associated with family monthly income, education and/or migration. OR for infection presented the highest value for those born in the city. Swimming and/or playing was the only reason for water contact that was predictive of infection in this endemic area. Laundry, washing dishes and bathing (body hygiene), which are water contacts related to absence of water supply in the household, were not associated with S.mansoni infection. These results are 1297 SCHISTOSOM1ASIS IN AN URBAN AREA OF BRAZIL TABLE 2 Multivariate analysis of selected signs and symptoms and S.mansoni infection Signs or symptoms Adjusted odds ratio (95% CI) Abdominal pain (yes) Bloody stools (yes) Palpable liver at the middle clavicular line: Normal consistency Hardened Palpable liver at the middle sternal line: Normal consistency Hardened 0.9(0.7, 1.2)a 8.0(1.8,36.6)' 0.8(0.4, 1.8)b 5.5(l.l,27.7) b 0.6(0.2, 1.6)b 8.0(1.5,42.0)" * Odds ratio adjusted by multiple logistic regression method for age, gender, previous treatment, Ascaris lumbricoides, Trichiura trichiuris and ancilostomideos; no = 0 and yes = 1 (916 individuals participated in the final analysis). b Odds ratio adjusted by multiple logistic regression method for age, gender, and previous treatment; reference class was liver not palpable (904 individuals participated in the final analysis). coherent with the existence of 93% of dwellings with piped water supply in the study area. Regarding methodological aspects, all precautions were taken to avoid inaccuracies in this study: random procedures, double blind information, quality control of stool examination, improvement of sensitivity of the Kato-Katz method by means of two instead of one stool examination, and extensive training of interviewers and technicians. Potential sources of bias are those which can occur in cross-sectional studies when (1) the characteristic is a consequence of infection and/or (2) it changes after infection diagnosis and/or (3) it is associated with duration of infection (duration of S.mansoni infection is estimated at around 3-10 years 31 ). In our study the first bias is evident in the univariate analysis (infected cases were more likely to be previously treated than controls), but this effect disappeared after adjustment for confounders. The second bias would occur if individuals have changed their reasons for TABLE 3 Univariate analysis of selected sociodemographic variables and S.mansoni infection Variables Cases Age group (years): 2-9 10-19 3=20 32(7.1) 291 (64.5) 128 (28.4) Gender: Female Male 146 (32.4) 305 (67.6) Family monthly income:1 <1 1-2 53 12(2.7) 245 (54.3) 194 (43.0) Attendance at school (years):b <1 1-4 55 42 (9.5) 360(81.6) 39 (8,8) Residence in Belo Horizonte: < 5 years' 5 5 years' Born in Belo Horizonte 15(3.3) 201 (44.6) 235(52.1) Piped water in the household: Yes No 399 (88.5) 52(11.5) Sewerage system in the household: Yes No 408 (90.5) 43 (9.5) * In minimum wages (I minimum wage = USS 50.00). b For those ^ 7 years old. c For those who were not born in Belo Horizonte. Cases: presence of S.mansoni eggs in stools. Controls P = 0.000 P = 0.000 /* = 0.616 F = 0.465 F = 0.000 P = 0.140 P = 0.970 Crude odds ratio (95% CI) 144(31.0) 163 (35.0) 158(34.0) 1.0 8.0(5.2, 12.2) 3.7 (2.4, 5.8) 278 (59.8) 187(40.2) 1.0 3.1 (2.4,4.0) 8(1.7) 253 (54.4) 204 (43.9) 0.6(0.3, 1.6) 0.6(0.3, 1.6) 1.0 41 (10.7) 312(81.5) 30 (7, 8) 1.0 25 (5.4) 258 (55.5) 182(39.1) 1.0 1.3(0.7,2.5) 2.2(1.1,4.2) 425(91.4) 40 (8.6) 1.0 1.4(0.9,2.1) 421 (90.5) 44 (9.5) 1.0 1.0(0.6, 1.6) Controls: absence of S.mansoni eggs in stools. P = P value (x2 test). F = P value (x 2 for linear trend). 1.1 (0.7, 1.8) 1.3(0.6,2.5) 1 298 INTERNATIONAL JOURNAL OF EPIDEMIOLOGY TABLE 4 Univariate analysis of reasons for water contact and S.mansoni infection Variables Controls (n = 465) % Cases (n = 451) ' Laundry: No Yes 84.0 16.0 Crude odds ratio (95% Cl) 79.4 20.6 1.0 0.7(0.5, 1.0) 73.5 26.5 1.0 I.I (0.9, 1.5) 75.3 24.7 1.0 1.2(0.9, 1.7) 97.2 1.9 0.9 1.0 2.1 (0.9,5.0) 1.3 (0.4,4.2) 85.6 11.2 3.2 1.0 2.8 (1.9,4.0) 3.8(2.1,6.9) 64.3 35.7 1.0 1.1 (0.8, 1.4) P = 0.067 Washing dishes: No Yes 71.0 29.0 P = 0.380 Bathing: No Yes 71.2 28.8 P = 0.162 Fishing: No Twice a month or less More than twice a month 95.1 3.6 1.3 />' = 0.140 Swimming and/or playing: No Twice a month or less More than twice a month 65.9 24.0 10.1 P' = 0.000 Other reasons: No Yes 62.7 37.3 P = 0.626 Cases: presence of S.mansoni eggs in stools. Controls: absence of S.mansoni eggs in stools. P = P value (x2 test). P' = P value (x2 f° r linear trend). TABLE 5 Final results of the muliivariale analysis of sociodemographic variables, reasons for water contact and S.mansoni infection Variables Age (years): 10-19 5=20 Gender (male) Swimming and/or playing (yes): Twice a month or less More than twice a month Residence in Belo Horizonte: 3=5 years Born in Belo Horizonte Adjusted odds ratio (95% CI) a 7.1 (4.4, 11.4) 3.3(1.9,5.9) 3.1 (2.3,4.1) 2.2(1.4.3.2) 3.0(1.5,5.8) 1.6(0.7.3.3) 2.5 (1.2.5.4) "Odds ratio adjusted by multiple regression method. Reference classes were those listed in Table 4 (916 individuals participated in the final analysis: log likelihood ratio statistic for 8 d.f. = 215.451: P < 0.01). water contact and/or other characteristics after a previous infection diagnosis.32 In this case, OR for reasons for water contact could be underestimated in our study; family monthly income, residence in Belo Horizonte, water supply and sewerage systems in dwellings are not changeable by infection diagnosis. In relation to the third potential bias, there is no evidence that the study characteristics, except treatment, are related to duration of S.mansoni infection. Summarizing, our results lead to the following conclusions: (1) there were foci of S.mansoni transmission in streams situated in the study area and in the surrounding area; (2) the prevalence of infection was 20%, the intensity of infection was low, as well as schistosomiasis morbidity (low prevalences of bloody stools, and liver enlargement, and absence of spleen enlargement); (3) signs and symptoms associated with infection were bloody stools and hardened palpable liver; (4) age, gender, residence in Belo Horizonte and water contacts 1299 SCHISTOSOMIAS1S IN AN URBAN AREA OF BRAZIL for swimming and/or playing were predictive of infection; these variables might be useful for infection screening in this endemic area. 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