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FUNDAMENTALS
OF NURSING
Australia & New Zealand
3rd edition
DeLAUNE • LADNER • McTIER • TOLLEFSON
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FUNDAMENTALS
OF NURSING
Australia & New Zealand
3rd edition
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Get Complete eBook Download By email at student.support@hotmail.com
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FUNDAMENTALS
OF NURSING
Australia & New Zealand
3rd edition
DeLAUNE • LADNER • McTIER • TOLLEFSON
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Fundamentals of Nursing
3rd Edition
Sue C. DeLaune
Patricia K. Ladner
Lauren McTier
Joanne Tollefson
Portfolio manager: Fiona Hammond
Senior product manager: Michelle Aarons
Content developer: Kylie Scott/Talia Lewis
Project editor: Ronald Chung/Raymond Williams
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Text designer: Cengage Creative Studio
Cover designer: Jennai Lee Fai & Mariana Maccarini
Editor: Michaela Skelly & Natalie Orr
Proofreader: Pete Cruttenden
Permissions/Photo researcher: Catherine Kerstjens
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production process. Note, however, that the publisher cannot vouch for the ongoing
currency of URLs.
Second edition published in 2020
© 2024 Cengage Learning Australia Pty Limited
Copyright Notice
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ISBN: 9780170459129
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Authorised adaptation of DeLaune/Ladner Fundamentals of Nursing 4e, © 2011
Acknowledgements
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v
CONTENTS
Guide to the text x
Guide to the online resources xiv
Prefacexvi
Language and terminology
xix
About the authors
xx
xxiii
Acknowledgements UNIT 01
NURSING PERSPECTIVES:
PAST, PRESENT AND FUTURE
1
CHAPTER 01
Evolution of Nursing Education and Theory
2
Introduction
Evolution of nursing education in Australia and
New Zealand
Trends in nursing education in Australia and
New Zealand
Theoretical foundations
Scope of theories
Evolution of nursing theory
Selected nursing theories
Chapter resources
3
3
11
14
16
16
19
25
CHAPTER 02
Research and Evidence-Based Practice
29
Introduction
Research: substantiating the science of nursing
Research process
Research utilisation
Evidence-based practice
Evidence reports
Trends in research and evidence-based practice
Chapter resources
30
30
32
35
37
38
39
40
CHAPTER 03
Health Care Delivery
42
Introduction
Health care delivery: organisational frameworks
Health care team
Factors influencing the delivery of health care
Responses to health care changes and challenges
Continuum of care
Quality management in health care
Organisational structure for quality management
Nursing’s role in quality management
Trends in health care delivery
Chapter resources
43
43
44
45
47
48
51
53
55
56
56
UNIT 02
NURSING PROCESS: THE STANDARD OF CARE
59
CHAPTER 04
Critical Thinking, Decision-Making and the
Nursing Process
60
Introduction
Critical thinking
The nursing process
Five steps of the nursing process
Critical thinking applied in nursing
Chapter resources
61
61
64
64
69
70
CHAPTER 05
Clinical Assessment
72
Introduction
Purpose of assessment
The three types of assessment
Data collection
Situational awareness
Verifying and organising data
Interpreting and documenting data
Data documentation
Chapter resources
73
73
74
75
82
84
85
86
94
CHAPTER 06
Problem Identification
97
Introduction
What is problem identification?
Importance of problem identification
Components of problem identification
Clinical judgement in nursing: identifying problem
statements
Avoiding errors in the development and use of
problem identification
Chapter resources
98
98
99
100
101
103
105
CHAPTER 07
Planning
107
Introduction
Purpose of planning
Process of planning
Establishing goals and expected outcomes
Components of goals and expected outcomes
Problems frequently encountered in planning
Planning nursing interventions
Nursing care plan
Chapter resources
108
108
108
110
111
112
113
116
117
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CHAPTER 08
Implementation
119
Introduction
Purpose of implementation
Requirements for effective implementation
Implementation activities
Delegation of tasks
Chapter resources
120
120
120
120
126
128
CHAPTER 09
Evaluation
130
Introduction
Evaluation of care
Components of evaluation
Methods of evaluation
Evaluation and quality of care
Evaluation and accountability
Multidisciplinary collaboration in evaluation
Chapter resources
131
131
131
132
133
135
135
137
UNIT 03
PROFESSIONAL ACCOUNTABILITY
139
CHAPTER 10
Leadership and Delegation
140
Introduction
Professional nursing practice
Professional accountability
Legislative accountability
Individual accountability
Leadership in nursing
Power
Chapter resources
141
141
142
144
145
147
152
155
CHAPTER 11
Legal and Ethical Responsibilities
158
Introduction
Legal foundations of nursing
Legal responsibilities and roles of nurses
Legislation affecting nursing practice
Ethical foundations of nursing
Ethical principles
Values and ethics
Ethical codes of practice
Ethical dilemmas and ethical decision-making
Chapter resources
159
159
168
170
171
174
175
176
177
179
UNIT 04
PROMOTING HEALTH
207
CHAPTER 13
Nursing, Healing and Caring
208
Introduction
Nursing’s therapeutic value
Theoretical perspectives of caring
Health care relationship
Caring and communication and characteristics of
therapeutic nurses
Therapeutic value of the nursing process
Chapter resources
209
209
211
214
217
221
223
CHAPTER 14
Communication
227
Introduction
The communication process
Modes of communication
Types of communication
Barriers to therapeutic communication
Communication roadblocks
Communication, critical thinking and nursing process
Chapter resources
228
228
233
235
238
240
242
245
CHAPTER 15
Health and Wellness Promotion
249
Introduction
Health, illness and wellness
Behaviours impacting on health
Health promotion
The individual as a holistic being
Needs and health
Promoting sexual health
Chapter resources
250
250
252
255
259
259
260
263
CHAPTER 16
Family and Community Health
267
Introduction
Family health
Characteristics of healthy families
Family development theories
Threats to family integrity
Community health and public-health nursing
Disaster preparedness
Chapter resources
268
268
268
271
271
275
276
277
CHAPTER 17
CHAPTER 12
Documentation and Informatics
183
Introduction
The role of informatics
Clinical information systems
Documentation as communication
Principles of effective documentation
Methods of documentation
Computers in nursing
Chapter resources
184
184
184
186
192
196
201
203
The Life Cycle
281
Introduction
Fundamental concepts of growth and development
Factors influencing growth and development
Theoretical perspectives of human development
Holistic framework for nursing
Stages of the life cycle: the adult
Chapter resources
282
282
282
284
290
290
300
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CHAPTER 18
CHAPTER 23
Paediatric Care
304
Rural and Remote Health
434
Introduction
The prenatal and neonate periods
The infant
The toddler and the preschool-aged child
The school-age child and preadolescent
The adolescent
Chapter resources
305
305
309
315
320
327
331
Introduction
Characteristics of rural and remote communities
Determinants of health
Access to and use of health care
Providing sustainable health care
Role of the rural and remote nurse
Health promotion
Chapter resources
435
435
440
448
450
455
457
459
CHAPTER 19
The Older Adult
335
Introduction
Defining old age
Changes associated with ageing
Medications and the older adult
Abuse of the older adult
Nursing process and the older adult
Chapter resources
336
336
339
350
351
352
360
CHAPTER 20
Palliative Care
364
Introduction
Understanding palliative care
Palliative care
Disease trajectories
Working in palliative care
Provision of palliative care
Psychosocial, spiritual and emotional concerns
The dying process
Chapter resources
365
365
367
368
369
370
378
380
384
CHAPTER 21
Cultural Diversity
388
Introduction
Health of culturally and linguistically diverse populations
Multicultural communities working to improve health
outcomes
The health and wellbeing of multicultural communities
Concepts of culture
Culture in nursing care
First Nations cultures in Australia and Aotearoa
New Zealand
Culture in the nursing process
Chapter resources
389
389
390
390
393
395
396
401
404
CHAPTER 22
Aboriginal and Torres Strait Islander Peoples’ Health 410
Introduction
Culturally safe and responsive practice
History
Strength in partnerships
Communication in clinical practice
Chapter resources
411
411
413
419
425
429
CHAPTER 24
Health Care Education
464
Introduction
The importance of contemporary health education
Barriers to learning
Professional responsibilities related to teaching
Learning throughout the life cycle
Teaching–learning and the nursing process
Chapter resources
465
465
466
468
468
471
482
UNIT 05
RESPONDING TO BASIC PSYCHOSOCIAL NEEDS
485
CHAPTER 25
Self-Concept
486
Introduction
Components of self-concept
Development of self-concept
Factors affecting self-concept
Nursing process and self-concept
Chapter resources
487
487
489
491
493
500
CHAPTER 26
Stress, Anxiety, Adaptation and Change
503
Introduction
Stress, anxiety and adaptation
Types of stress
Manifestations of stress
Outcomes of stress
Stress and illness
Stress and change
Nursing process with anxious people
Personal stress-management approaches for the nurse
Chapter resources
504
504
506
506
506
511
512
514
519
523
CHAPTER 27
Spirituality
526
Introduction
Spirituality defined
Health and spirituality in Australian and New Zealand
First Nations’ cultures
Spirituality and aged care
Nursing process and spirituality
Chapter resources
527
527
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529
531
531
535
vii
viii
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CHAPTER 32
CHAPTER 28
Loss and Grief
539
Introduction
Loss
Grief
Death
Care after death
Nurse’s self-care
Chapter resources
540
540
541
546
554
555
557
CHAPTER 29
Mental Health
560
Introduction
What is mental health?
The history of mental health care
The recovery model of mental health care
Common mental disorders
Assessment of mental disorders
Treatment of mental disorders
Dealing with stigma
Mental health promotion
Specialising in mental health nursing
Working with culturally and linguistically diverse
populations in mental health
Chapter resources
561
561
562
564
565
569
570
571
572
573
574
576
UNIT 06
RESPONDING TO BASIC PHYSIOLOGICAL NEEDS
579
CHAPTER 30
Vital Signs
580
Introduction
The physiological principles of oxygen delivery
Recording of vital signs
1. Pulse
2. Blood pressure
3. Respirations
4. Temperature
5. Oxygen saturation
6. Level of consciousness
The nursing process and vital signs
Chapter resources
581
581
582
587
591
600
605
608
611
612
615
CHAPTER 31
Physical Assessment
619
Introduction
Purposes of physical examination
Preparation for physical examination
Assessment techniques
Diagnostic testing
Physical assessment: areas to be assessed
Post-assessment care of the person
Data documentation
Chapter resources
620
620
622
627
630
639
675
676
676
Safety, Infection Control and Hygiene
680
Introduction
Creating a culture of safety for people needing
health care
Safety for health care workers
Infection-control basic practice
Hygiene
Assessment
Problem identification and interventions
Outcome identification and planning
Implementation
Evaluation
Chapter resources
681
681
687
690
698
700
705
707
708
731
733
CHAPTER 33
Medication Administration
739
Introduction
Medication standards and legislation
Pharmacokinetics
Medication nomenclature
Medication action
Professional roles in medication administration
Systems of weight and measure
Medication dose calculations
Safe medication administration
Medication compliance and legal aspects of
administering medications
Assessment
Problem identification and planning and outcome
identification
Implementation
Evaluation
Chapter resources
740
740
741
743
743
748
750
751
751
757
760
762
763
777
779
CHAPTER 34
Traditional and Complementary Therapies
783
Introduction
Historical influences on contemporary practices
Allopathic medicine
Contemporary trends in T&CM
Holism and nursing practice
Complementary therapies and interventions
Nursing and T&CM approaches
Chapter resources
784
785
787
788
789
790
805
807
CHAPTER 35
Oxygenation
813
Introduction
Physiology of oxygenation
Factors affecting oxygenation
Assessment
Problem identification
Planning and outcomes
Implementation
Evaluation
Chapter resources
814
814
819
824
835
838
838
848
851
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CHAPTER 40
CHAPTER 36
Fluids and Electrolytes
854
Skin Integrity and Wound Healing
1027
Introduction
Physiology of fluid and acid-base balance
Disturbances in electrolyte and acid-base balance
Assessment
Problem identification
Implementation
Evaluation
Chapter resources
855
855
860
871
875
878
892
896
Introduction
Physiology of wound healing
Factors affecting wound healing
Wound classification
Wound assessment
Problem identification
Planning and outcomes
Implementation
Pressure injuries
Chapter resources
1028
1028
1030
1033
1036
1038
1039
1039
1046
1059
CHAPTER 37
Nutrition
899
Introduction
Physiology of nutrition
Understanding nutrients
Promoting proper nutrition
Factors affecting nutrition
Assessing nutrition
Problem identification
Implementation
Evaluation
Chapter resources
900
900
903
909
912
914
921
923
934
936
CHAPTER 38
Pain Management, Comfort and Sleep
941
CHAPTER 41
Sensation, Perception and Cognition
1064
Introduction
Physiology of sensation, perception and cognition
Factors affecting sensation, perception and cognition
Sensory, perceptual and cognitive alterations
Assessment
Problem identification
Implementation
Evaluation
Chapter resources
1065
1065
1071
1072
1073
1078
1078
1084
1085
CHAPTER 42
Introduction
942
Pain
942
Physiology of pain
944
A person-centred pain assessment
948
Pharmacological pain management
956
965
Non-pharmacological interventions
968
Evaluation
Rest and sleep
969
Factors affecting rest and sleep
971
Nursing interventions that promote comfort, rest and sleep 973
978
Chapter resources
Elimination
1088
Introduction
Physiology of elimination
Factors affecting elimination
Assessment
Problem identification: common alterations in elimination
Planning and outcomes
Implementation
Evaluation
Chapter resources
1089
1089
1093
1093
1099
1104
1105
1117
1119
CHAPTER 39
Perioperative Nursing Care
1123
Introduction
Surgical interventions
Preoperative phase
Intraoperative phase
Post-op phase
Chapter resources
1124
1124
1127
1143
1149
1156
Answers to review questions
1159
Mobility
982
Introduction
Overview of mobility
Physiology of mobility
Physical activity
Factors affecting mobility
Physiological effects of mobility
and immobility
Assessment
Problem identification
Planning and outcomes
Implementation
Evaluation
Chapter resources
983
983
985
986
994
996
998
1003
1004
1006
1022
1024
CHAPTER 43
Glossary1162
Symbols and abbreviations
1188
Index1192
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Guide to the text
As you read this text you will find a number of features in
every chapter to enhance your study of nursing and help
you understand how the theory is applied in the real world.
UNIT OPENING FEATURES
Unit opening pages list the chapters included in each Unit.
UNIT
01
NURSING PERSPECTIVES:
PAST, PRESENT AND FUTURE
CHAPTER 01
EVOLUTION OF NURSING EDUCATION AND THEORY
2
CHAPTER 02
RESEARCH AND EVIDENCE-BASED PRACTICE
29
CHAPTER 03
HEALTH CARE DELIVERY
42
CHAPTER OPENING FEATURES
Learning outcomes give you a clear sense of what topics each chapter will cover and what you should be able to
do after reading the chapter.
CHAPTER
31
PHYSICAL ASSESSMENT
LEARNING OUTCOMES
1 Discuss the purposes of physical assessment of a person throughout their health care.
2 Describe the preparation of the person required for performing a physical examination.
3 Discuss the adaptation of skills to physically assess a person who is severely obese or aged and frail.
4 Explain the techniques used in conducting a physical examination.
5 Outline the care of the person following their physical examination.
BK-CLA-DELAUNE_3E-230060-Chp01.indd
1
6 Discuss
the documentation of data obtained from a physical examination.
7 Describe common invasive and non-invasive diagnostic procedures, and laboratory studies to discuss the
relevant care of the person before, during and after diagnostic testing, including teaching guidelines.
8 Describe the physical examination and the significance of assessment findings obtained from a physical
examination of each of the following areas: head and neck, thorax and lungs, heart and vascular system,
breasts and axillae, abdomen, musculoskeletal, neurological, reproductive, rectum and anus.
1
22/06/23 12:21 PM
CLINICAL SKILLS
The following procedures are to be found in CPS8 (Tollefson & Hillman, 2022):
■ 22 Focused gastrointestinal health history
16 Mental status assessment
■ 17 Focused cardiovascular health history and
and abdominal physical assessment
■ 24 Focused musculoskeletal health history
physical assessment
■ 19 Focused respiratory health history and
and physical assessment and range of
motion exercises
physical assessment
■ 20 Focused neurological health history and
physical assessment
■
The Clinical skills box in select chapters identifies relevant clinical skills covered in Clinical Psychomotor Skills
8th edition (Tollefson & Hillman, 2022), sold separately.
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G U I D E TO T H E TE X T
FEATURES WITHIN CHAPTERS
Learn about the importance of evidence
and clinical research in nursing with the
Evidence-based practice boxes which
link research to nursing practice.
Respecting our differences boxes
explore some considerations for nursing
clients with diverse backgrounds, needs
and abilities.
CULTURALLY SAFE CARE
Continuing your learning journey
Consider approaches to safe and
respectful care for clients from
diverse cultural backgrounds with the
Culturally safe care boxes.
› Acquire new knowledge from the IAHA’s online
cultural safety training modules, which uses a cultural
responsiveness framework: https://iaha.com.au/iahaconsulting/cultural-responsiveness-training/
› Learn from the CATSINaM cultural safety training
e-learning modules: https://catsinam.org.au/culturalsafety-1-day-workshop/
› Discover these clinical yarning e-learning modules:
https://www.clinicalyarning.org.au/
› Explore Aboriginal and Torres Strait Islander peoples’
experiences and learn about local cultures near you:
https://www.welcometocountry.com/
› Learn about and practise dadirri: https://www.
miriamrosefoundation.org.au/dadirri/
› Visit the Healing Foundation website to learn more about
the Stolen Generations and how to educate all age
groups: https://healingfoundation.org.au/
› Learn more about Aboriginal kinship systems from
Sydney University: https://www.sydney.edu.au/about-us/
vision-and-values/our-aboriginal-and-torres-straitislander-community/kinship-module.html
› Watch this video to understand intergenerational trauma:
https://healingfoundation.org.au/intergenerational-trauma/
› Explore more about the history of stolen wages:
https://www.creativespirits.info/aboriginalculture/
economy/stolen-wages/stolen-wages
› Invest in learning First Nations’ words: https://www.
abc.net.au/radionational/programs/wordup; https://
australianaudioguide.com/podcast/word-up/
Identify important client health and
safety issues and the appropriate
response to critical situations with the
Safety first boxes.
Learn key information and issues in
nursing with the Nursing highlights
boxes.
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G U I D E TO T HGet
E TE XComplete
T
FEATURES WITHIN CHAPTERS
Review and revise useful lists of
important concepts in nursing, client
teaching and the nursing process with
the Nursing checklist boxes.
Follow an individual person’s case
and the process of planning care,
identifying problems, performing
interventions and evaluating outcomes
for that person with the detailed
Nursing care plans and associated
visual Nursing concept maps.
Link theory to key clinical skills with
the Clinical skills icon throughout the
chapters. These icons direct you to
PRACTICE
corresponding clinical skills EVIDENCE-BASED
in more
TitleSkills
of study
detail in Clinical Psychomotor
8th
‘Mind the gap’: exploring paediatric nurses’ perceptions of
the theory and practice
edition (Tollefson & Hillman,2022),
soldof caring for children and families
Authors
separately.
E Yehene, G Goldzweig, H Simana and A Brezner
Purpose
To investigate how paediatric nurses interpret and
conceptualise theoretical underpinnings and daily practice
scenarios pertaining to their role in pediatric care.
END-OF-CHAPTER FEATURES
Paediatric nurses completed surveys in which they were
Methods
asked to what extent practices related to paediatric
concepts are expected from their role or are actually
implemented in their clinical work. Survey items were
derived from a nursing textbook which outlines the ‘art of
paediatric nursing’ along with scenarios.
E v o l U T I o N o f N U R s I N g E d U C AT I o N A N d T H E o R y
endorsement levels were observed for items related to
therapeutic relationship management and emotional
boundaries. A factor analysis yielded 12 factors representing
themes related to paediatric nursing. However, the division
of items per factor indicated diffusion between key concepts
and a discrepancy between theory and practice, especially
in regard to maintaining emotional separateness and
objectivity, advocacy, managing conflicts within the nursechild-family triad, and navigating oneself boundaries.
25
CHAPTER 01
xii
Implications
Nurses’ ability to manage and contain various types of
unclear boundaries is crucial for optimal care provision
when working with children and families. Variability in
nurses’ theoretical role-perception and practical care
provision is largely attributed to the way they navigate
various ambiguous boundaries in practice and this could
be a focal point in educational programs and on-the-job
training.
At the end of each chapter you will find several tools to help you to review, practise and extend your knowledge
of the key learning outcomes.
Findings
In both Expected and Actual practices, the highest level
of endorsement
for items focused on concepts
core elements
The Summary section highlights
thewasimportant
covered in the chapter and links back to the
of family-centred care (80–96%), and moderate-low
learning outcomes.
EHENE, E., goldZWEIg, g., sIMANA, H. & BREZNER, A. (2022). ‘MINd THE gAP’: EXPloRINg PEdIATRIC NURsEs’
PERCEPTIoNs of THE THEoRy ANd PRACTICE of CARINg foR CHIldREN ANd fAMIlIEs. JOURNAL OF PEDIATRIC
NURSING, 21. doI: 10.1016/J.PEdN.2021.12.024
CHAPTER RESOURCES
SUMMARY
Nursing is an art and a science in which people are assisted
in learning to care for themselves whenever possible and
cared for when they are unable to meet their own needs.
The professionalisation of nursing has been influenced by
key issues such as: the status of women, the development
of the biomedical model, employment opportunities, class
structures and religion. New Zealand was the first country
to register nurses.
■ As the nursing profession continues to evolve and respond
to the challenges within the health care system, nurses will
remain responsive to societal needs.
■ ‘Concepts’ are abstract vehicles of thought and are the
building blocks of theory, while ‘propositions’ are relational
statements that link concepts together. ‘Theories’ are an
organised, coherent and systematic articulation of a set of
statements related to significant questions. Nursing uses
theories from other disciplines in conjunction with nursing
theory to enhance knowledge, understanding and practice.
■
The complexity of theoretical frameworks is categorised
as ‘grand theory’, ‘middle-range theory’ and ‘micro-range
theory’. Grand theories, or conceptual models, focus on
phenomena of concern to the discipline. Middle-range
theories provide a bridge from grand theories to effectively
describe and explain specific nursing phenomena. Microrange theories view phenomena in the everyday practice of
nurse–patient interactions.
■ The work of early nursing theories focused on the traditional
tasks of nursing. Challenged to create synergy between the
art and science of nursing, nursing theories have developed.
Nursing theorists such as Peplau, Henderson, Orlanda,
Rogers and Orem, to name a few, have created philosophies,
frameworks, models and theories to achieve this synergy.
Contemporary nursing philosophy embraces caring and
nurturance with increasing prominence in recent nursing
theories.
■
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G U I D E TO T H E TE X T
26
N U R s I N g P E R s P E C T I v E s : PA s T, P R E s E N T A N d f U T U R E
END-OF-CHAPTER FEATURES
UNIT 01
REVIEW QUESTIONS
5 Nursing’s metaparadigm includes:
1 Since the formalisation of nursing, notably with Florence
Review questions give you
the
opportunity to test your knowledge
and consolidate your learning. Answers to
a concepts, theory, health and environment
Nightingale, social and political influences on the role of
b health, clinicians, environment and nursing
26
N U Rnursing
s I N g P Ehave
R s P Eincluded
C T I v E s : (select
PA s T, Pall
R Ethat
s E Napply):
T ANd fUTURE
review questions can be found
at the back of the book.
c providers, standards, models and patients
a the cost of living for sick people
UNIT 01
b the role of women in society
c technological advances improving health outcomes
d access
to clean water, hygiene and employment
REVIEW
QUESTIONS
6
21
5
e registration and professionalisation of nurses.
In
the the
19thformalisation
century, the Anglican
High
Church
Since
of nursing,
notably
withnuns:
Florence
aNightingale,
began training
at St Thomas’
Hospital
socialnurses
and political
influences
on the role of
bnursing
introduced
university-based
education
have included
(select allnursing
that apply):
ca set-up
training
at the Sydney Hospital
the costtheir
of living
for school
sick people
db were
theofdominant
of nursing reform in England
the role
women inmodel
society
ec developed
theadvances
first nursing
theories.health outcomes
technological
improving
3 Which
wastothe
first water,
country
to enact
legislation
to register
d access
clean
hygiene
and
employment
nurses?
e registration and professionalisation of nurses.
Australia
2 aIn the
19th century, the Anglican High Church nuns:
ba New
beganZealand
training nurses at St Thomas’ Hospital
cb Britain
introduced university-based nursing education
dc United
States
set-up their
training school at the Sydney Hospital
ed Germany
were the dominant model of nursing reform in England
4 Identify
some of
thefirst
keynursing
moments
in the development of
e developed
the
theories.
practice
andcountry
nursing to
education
(select allto
that
apply):
3 nursing
Which was
the first
enact legislation
register
anurses?
1811 Sydney Hospital opens, New South Wales, Australia
ba 390–407
Australiaearly Christianity, deaconesses, like deacons,
b also
Newministered
Zealand to the sick and poor
c 2011
Royal College of Nursing (RCN) Australia and the
Britain
CollegeStates
of Nursing unite to form the Australian College
d United
of Nursing (ACN)
e Germany
d 1945 some
the psychiatric
nurse qualification
is
4 Identify
of the key moments
in the development
of
acknowledged
and
administered
by(select
the Nurses
nursing
practice and
nursing
education
all thatand
apply):
Midwifery
in New
Zealand
a 1811
SydneyBoard
Hospital
opens,
New South Wales, Australia
1901 the early
Nurses’
Registration
Act is passed
be 390–407
Christianity,
deaconesses,
likeindeacons,
Newministered
Zealand to the sick and poor
also
c 2011 Royal College of Nursing (RCN) Australia and the
College of Nursing unite to form the Australian College
SPOTLIGHT
ON CRITICAL THINKING
of Nursing (ACN)
d are
1945
psychiatric
nurseItqualification
is that nursing
You
onthe
a clinical
practicum,
has been argued
acknowledged
and administered
by the
Nurses and
history
has been presented
from a feminist
perspective.
Midwifery
Board
in New
Zealand
1 How
could this
have
impacted
the role of men in the
e nursing
1901 theand
Nurses’
Registration
Act
is
passed
in
midwifery profession?
New Zealand
2 Explain
how this could imply that ‘caring’ is a female trait?
6
7
78
d the person, environment, health and nursing
e theory, health, environment and person.
A micro-range theory:
a is composed of concepts representing global and
complex
phenomena includes:
Nursing’s
metaparadigm
is the mosttheory,
concrete
andand
narrow
of theories that
ab concepts,
health
environment
establishes
nursing
care guidelines
b health,
clinicians,
environment
and nursing
describes, standards,
explains and
predicts
c providers,
models
andcomplex
patients situations
andperson,
directs environment,
interventions health and nursing
d the
provideshealth,
an overall
framework
structuring broad,
ed theory,
environment
andfor
person.
abstract ideas
A micro-range
theory:
answers
questions
about representing
nursing phenomena
without
ae is
composed
of concepts
global and
covering phenomena
the full range of concern to the discipline.
complex
organised,
concepts
and theirthat
bAn is
the most coherent
concreteset
andofnarrow
of theories
relationship
to each
other
thatguidelines
is proposed to explain a given
establishes
nursing
care
defines
of the
following
options?
cphenomenon
describes,best
explains
andwhich
predicts
complex
situations
a and
A concept
directs interventions
A proposition
db provides
an overall framework for structuring broad,
c abstract
A theory ideas
A discipline
ed answers
questions about nursing phenomena without
e covering
A paradigm
the full range of concern to the discipline.
Why
are nursing
theories
to the
An
organised,
coherent
setimportant
of concepts
andprofession?
their
(select all that
apply):
relationship
to each
other that is proposed to explain a given
a To guide nursing
practice
phenomenon
best defines
which of the following options?
Toconcept
promote problem identification
ab A
Toproposition
guide nursing research
bc A
Totheory
develop a language for nurses
cd A
Todiscipline
define professional nursing practice
de A
e A paradigm
Why are nursing theories important to the profession?
(select all that apply):
a To guide nursing practice
b To promote problem identification
c To guide
nursing
research
Identify
which
paradigm
of nursing aligns with your
d To develop
a language
for nurses
personal
beliefs
and values.
e To define
nursing
practice
Many
nursesprofessional
state ‘they want
to help
people’ as a
Spotlight on critical thinking questions challenge you to reflect on and discuss complex issues in relation
to nursing.
8
5
6
reason for entering the nursing profession. Explain how
nurses might ‘help’ people who are unwell using one
nursing theorist from the following:
Explain why you think nursing history, until recently, has
■
excluded
groups
of
nurses
from
its
history.
grand nursing theory
SPOTLIGHT ON CRITICAL THINKING
■
You are on a clinical practicum, Nursing history is reflecting a
middle-range theory
more
comprehensive
understanding
nursing
practice
and
micro-range
theory. of nursing aligns with your
5 ■
Identify
which paradigm
You are
on a clinical practicum,
It has of
been
argued
that nursing
nursing
participants.
It is now
a more
complex
area of study.
You personal
are on a clinical
practicum,
beliefs and
values.Both Australian and New
history has
been presented
from
a feminist
perspective.
41 Why
do
you
think,
from
a
historical
perspective,
that
it
is
Zealand
are
practice
6 ManyRNs
nurses
state
‘they
How could this have impacted the role of men in the
E v osubject
lUTIo
Ntoostandards
fwant
N U Rto
s I help
N for
g Epeople’
d U C AT Ias
oor
NaA N d T H E o R y
27
important
to midwifery
represent profession?
the nursing profession within the
competency
domains.
reason for
entering the nursing profession. Explain how
nursing and
of society
as aimply
whole?
7 Discuss
how these
used
in nursing
practice.
nurses might
‘help’ are
people
who
are unwell
using one
2 context
Explain how
this could
that ‘caring’ is a female trait?
You
are on awhy
clinical
practicum,
Nursing
sit within
8 Discuss
how these
assist
in curriculum development for
nursing theorist
from
the following:
3 Explain
you think
nursing
history,theories
until recently,
has
■
two excluded
main paradigms:
thenurses
‘totality
paradigm’
and ‘simultaneity
undergraduate
degrees
groups of
from
its history.
grand nursing
theoryand ensure ongoing assessment
9 Explain what each term means.
It is suggested that you both incorporate an
■ and
paradigm’.
of
critical reflection
You are on a clinical practicum, Nursing history is reflecting a
middle-range
theory by practising RNs.
10 How can you apply this in your everyday interactions
acknowledgment of cultural diversity and maintain cultural
■
more comprehensive understanding of nursing practice and
micro-range theory.
with patients?
safety in your nursing practice.
nursing participants. It is now a more complex area of study.
You are on a clinical practicum, Both Australian and New
4 Why do you think, from a historical perspective, that it is
Zealand RNs are subject to standards for practice or
important to represent the nursing profession within the
competency domains.
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7 Discuss how these are used in nursing practice.
BK-CLA-DELAUNE_3E-230060-Chp01.indd
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Nursing Science Quarterly, 13 (3), 275–76.
Parse, R. R. (2006). Rosemarie Rizzo Parse’s
human becoming school of thought. In M.
Parker (Ed.), Nursing theories and nursing
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Guide to the online resources
FOR THE INSTRUCTOR
Cengage is pleased to provide you with a selection of resources
that will help you to prepare your lectures and assessments,
when you choose this textbook for your course.
Log in or request an account to access instructor resources
at au.cengage.com/instructor/account for Australia
or nz.cengage.com/instructor/account wfor New Zealand.
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PREFACE
We are very excited to share this third edition of
Australian and New Zealand Fundamentals of Nursing
with you! We hope this text will encourage you to
develop an inquiring stance based on the joy of
discovery and a love of learning.
Nursing is facing new challenges in delivering
quality care to vulnerable peoples in a variety of
settings. These settings are rapidly expanding and
challenge all nurses to think creatively in applying
best practices based on current research. This edition
presents the most current advances in nursing
care, nursing education and research relative to the
demands of delivering care across a continuum of
settings. Multiple theories of nursing are embraced,
and nursing’s elements of theory metaparadigm –
human beings, environment, health and nursing –
are threaded throughout this text. The organisation
of units and chapters is sequential; however, every
effort has been made to allow for the varying needs
of diverse curricula and students. Each chapter may
be used independently of the others according to the
specific curriculum design.
This comprehensive edition addresses fundamental
concepts to help prepare novice graduate nurses to
apply an understanding of human behaviour to issues
encountered in clinical settings. Physiological and
psychosocial responses of both an individual and their
nurse are addressed in a holistic manner. Integrative
modalities are presented in an environment
that encourages the individual to participate in
determining their own care.
Skills and procedures have been relegated to
another text: J. Tollefson and E. Hillman’s Clinical
Psychomotor Skills: Assessment Tools for Nursing Students
(eighth edition), published by Cengage in 2022. This
was done to decrease the size of this textbook and
permit more discussion of the individual skills. Using
contemporary clinical information based on sound
theoretical concepts, and scientific evidence, the
skills in the latest edition of Tollefson and Hillman
both supplement and complement the material in
this text. Therapeutic nursing interventions reflect
the current Registered Nurse Standards of Practice
(2016) and emphasise safety, communication skills,
clinical reasoning and interdisciplinary collaboration
in delivering nursing care. You will be referred to the
appropriate procedure within the text.
CONCEPTUAL APPROACH
This edition presents in-depth material in a clear,
concise manner using language that is easy to read,
by linking related concepts. Nursing knowledge
is formulated on the basic concepts of scientific
and discipline-specific theory, health and health
promotion, the environment, holism, health care
teaching, spirituality, research and evidence-based
practice, and the continuum of care. Emphasis is
placed on cultural diversity, care of the older adult,
and ethical and legal principles.
The nursing process provides a consistent approach
for presenting information. Assessment tools specific
to selected topics are presented to assist you with
pertinent data collection. Critical thinking and
reflective reasoning skills are integrated throughout
the text. The safe and appropriate use of technology
has been incorporated throughout the text to reflect
contemporary nursing practice.
The conceptual approach used as an organisational
framework for this Australian and New Zealand
edition falls into four categories:
1 Individuals are viewed as holistic beings with
multiple needs and strengths, and the abilities
to meet those needs. Holism implies that
individuals are treated as whole entities rather
than fragmented parts or problems. Each person
is a complex entity who is influenced by cultural
values, including spiritual beliefs and practices.
Every person has the right to be treated with
dignity and respect regardless of race, ethnicity,
age, religion, socioeconomic status or health
status. Traditional terms for people who are being
treated for their health care such as ‘patient’ or
‘client’ are avoided as these terms do not reflect the
conceptual value of the individual.
2 Environment is a complex interrelationship of
internal and external variables. Internal variables
include one’s self-concept, self-efficacy, cognitive
development and psychological traits. The external
environment affects an individual’s health
status by facilitating or hindering the person’s
achievement of needs.
3 Health is viewed as a dynamic force that occurs
on a continuum ranging from wellness to
death. An individual’s actions and choices effect
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changes in their health status. Individuals who
are experiencing illness have strengths that may
improve their health status. On the other hand,
individuals who are experiencing a high degree of
health generally have areas that can be improved.
4 Nursing is an active, interpersonal, professional
practice that seeks to improve the health status
of individuals. Nursing’s focus is person-centred
and communicates a caring intent. Caring and
compassion are demonstrated through nursing
interventions. Nursing is a professional practice
based on scientific knowledge and is delivered in
an artful manner.
Other important conceptual threads used to direct
the development of this book include the following:
■
Health promotion encourages individuals to
engage in behaviours and lifestyles that facilitate
wellness.
■
Standards of practice are discussed, with
information from national and specialty
organisations (both from Australia and New Zealand)
incorporated into each chapter as appropriate.
■
Critical thinking is an essential skill for blending
science with the art of nursing. It is woven into
each chapter with challenges and questions.
■
Evidence-based practice derived from scientific
research is emphasised across chapters.
■
■
■
■
■
■
■
ORGANISATION
This textbook provides you with a bridge that presents theory
to support clinical practice. The intent of the authors is to
help you become a proficient critical thinker who is able
to use the nursing process with diverse individuals in a
variety of settings. Research-based knowledge that reflects
contemporary practice is presented in a reader-friendly,
practical manner.
Features that challenge you to use critical-thinking skills
are incorporated into each chapter, and critical-thinking
questions appear at the end of each chapter. Critical
information is highlighted throughout the text in a format that
is easily accessed and understood. Similar concepts have
been grouped together to encourage you to learn through
association; this method of presentation also prevents the
duplication of content.
Australian and New Zealand Fundamentals of Nursing
presents 43 chapters organised in six units:
■
Unit 1: Nursing’s perspectives: past, present and future
provides a comprehensive discussion of nursing’s
evolution as a profession and its contributions to health
care based on standards of practice. The theoretical
frameworks for guiding professional practice and the
significance of incorporating research into nursing
practice are emphasised. Chapters are reflective of the
parallel evolution of nursing and nursing education.
■
■
■
Preface
Cultural diversity is defined as individual
differences among people resulting from racial,
ethnic, religious and cultural variables.
Continuum of care is viewed as a process for
providing health care services in order to ensure
consistent care across practice settings.
Community, as both an aggregate focus for
health care and as the setting for the delivery of
care, is evidenced in Chapter 16 and is threaded
throughout the text.
Holism recognises the body–mind connection
and views the person as a whole rather than as
fragmented parts.
Spirituality encompasses the relationship with
oneself, a sense of connection with others, and a
relationship with a higher power or divine source.
It is discussed in depth in Chapter 27.
Caring, a universal value that directs nursing
practice, is incorporated throughout the text, and
is described in depth in Chapter 13.
Alternative and complementary
modalities are treatment approaches that
can be used in conjunction with conventional
medical therapies. Chapter 34 is dedicated to this
integrative approach, and related information
featuring integrative concepts is included
throughout the text.
Examples are provided showing the incorporation of theory
into the nursing process. The concept of evidence-based
practice is emphasised along with research utilisation.
Quality is discussed from the perspective of health care
delivery and the continuum of care.
Unit 2: Nursing process: the standard of care discusses
recognised competencies and standards of care
established by Australian and New Zealand nursing
registration bodies, the Australian Nursing and Midwifery
Federation, and nursing specialty organisations. Each
stage of the nursing process is discussed, with an
emphasis on critical thinking.
Unit 3: Professional accountability describes the
nurse’s responsibilities to the individual in their care, the
community and the profession. Nursing leadership is
discussed in Chapter 10. Chapter 11 combines legal and
ethical aspects of nursing practice to reflect the interfacing
of these concepts. An in-depth discussion of informatics
appears in Chapter 12, which focuses on documentation.
Unit 4: Promoting health was created to integrate
information on health promotion, consumer demand and
facilitating empowerment for the person seeking health
care. Chapter 13 provides nursing theoretical perspectives
on caring. Chapter 15 emphasises the nurse’s role in
empowering the person seeking health care to assume
more personal accountability for their own health-related
behaviours. Chapter 16 addresses the health needs of
families and communities.
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xviii
Preface
■
■
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to every area of nursing practice. Concepts such as
safety and infection control, medication administration,
assessment of the person, their comfort, mobility, fluid and
electrolyte balance, oxygenation, skin integrity, nutrition
and elimination are all described within the nursing
process framework.
Unit 5: Responding to basic psychosocial needs stresses
the importance of the holistic nature of nursing. Spirituality
is spotlighted in order to emphasise its impact on
individuals’ health.
Unit 6: Responding to basic physiological needs
discusses aspects of nursing care that are common
NEW TO THE THIRD AUSTRALIAN
AND NEW ZEALAND EDITION
All the material has been settled into an Australian
and New Zealand context, using culturally appropriate
and relevant examples, Australian and New Zealand
government and non-government organisation
information, research, legal and ethical material and
laws, evidence-based practice information, and ratified
nursing standards. All chapters have been extensively
reviewed to reflect contemporary Australian and New
Zealand nursing practice.
Contributions for specific chapters were sought
from Australian and New Zealand nurses who are
expert in their fields.
Additional features include the following:
■
At the end of every chapter, a set of ‘Review
questions’ is presented. For this third edition,
Review questions have been revised. The answers
and rationales are located in the Instructor’s
Manual.
■
‘Spotlight on critical thinking’ at the end of the
chapter focuses attention on issues relating to the
caring, compassion, legal, ethical and professional
components of nursing practice.
■
‘Safety first’ identifies critical health and safety
situations and highlights strategies for the
appropriate nursing response and management.
■
■
■
■
These boxes are highly visible to emphasise the
critical nature of the information.
‘Evidence-based practice’ emphasises the
importance of clinical research by linking theory
to practice. Relevant and recent research into
appropriate subjects is presented. Most chapters
have more than one Evidence-based practice box.
‘Respecting our differences’ challenges you to
consider approaches to respectful and appropriate
care for populations of people who may differ in a
variety of ways, including culture, gender, age and
developmental level.
‘Nursing highlights’ provide key information on
nursing practice.
‘Nursing checklists’ are provided to assist you with
the revision of information.
EXTENSIVE TEACHING/
LEARNING PACKAGE
The complete supplements package was developed to
achieve two goals:
1 to assist you in learning the essential skills and
competencies needed to secure a career in nursing
2 to assist your instructors in planning and
implementing their programs for the most efficient
use of time and other resources.
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xix
LANGUAGE AND TERMINOLOGY
ABORIGINAL AND TORRES STRAIT
ISLANDER PEOPLES
This textbook has a full chapter on health issues
pertaining to Aboriginal and Torres Strait Islander
peoples, as well as integrated material throughout the
book relating to issues, events, policies and groups.
We have sought to use inclusive, appropriate and
non-discriminatory terminology throughout, and
for this purpose we have followed the published
guidelines provided by NSW Health in Communicating
Positively: A Guide to Appropriate Aboriginal Terminology.
CULTURAL SAFETY IN NEW ZEALAND
New Zealand has a bicultural society by legislation.
This diversity creates a vibrant, rich background
to daily living. Issues may arise when people of a
different culture, ethnicity or religion interact and do
not understand each other. These misunderstandings
can result in insult, feelings of isolation and inequality
of service. Culturally unsafe practices are those
that ‘diminish, demean or disempower the cultural
identity and well-being of an individual’ (NCNZ,
2012, p. 9). This definition is supported by laws on
antidiscrimination that are made at the national
level in New Zealand. In Australia legislation exists
at Commonwealth, state and territory levels, which
make it an offence to discriminate against a person
because of their race, ethnicity, culture or religion.
GENDER DIVERSITY
Gender diversity describes people who identify
themselves by self expression as beyond binary. Much
of the language used to describe these experiences
is still evolving. We have tried to use gender diverse
language (names, pronouns) to acknowledge the
expectation of inclusivity and to respect the gender
diverse and the choices they make in their lives.
NURSING DIAGNOSIS
Fry (1953) first used the term ‘nursing diagnosis’,
but it was not until 1974, after the first meeting of
the North American Nursing Diagnosis Association
(NANDA), that nursing diagnosis was added as a
separate and distinct step in the nursing process.
Prior to this, nursing diagnosis had been included as
a natural conclusion to the first step in the nursing
process – assessment.
While the notion of nursing diagnosis is imperative
for the Australian and New Zealand nursing context,
the specific language used by NANDA and the term
‘nursing diagnosis’ are not widely used in clinical
practice. In the Australian and New Zealand setting,
the term ‘nursing diagnosis’ is routinely replaced with
‘problem identification’, the term we have chosen
to use in this text. The exact language used to name
the problem is not as important as ensuring that all
problems are identified in a systematic way.
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ABOUT THE AUTHORS
Lauren McTier is a Professor and Deputy Head of
School and Associate Head of School (Teaching and
Learning) in the School of Nursing and Midwifery
at Deakin University. She commenced her nursing
career over 25 years ago with a Bachelor of Nursing
and has subsequently gained formal qualifications
in Critical Care Nursing, Education, Statistics and
Research. Lauren leads teaching and learning in the
nursing and midwifery programs at Deakin University.
She is passionate about ensuring every student has
the knowledge, skills, tools and mind-set to provide
quality and safe nursing care for individuals and
their families.
Joanne Tollefson earned her registered nurse
certification in Canada and continued her studies
throughout her career. She completed a Bachelor of
General Studies from a Canadian University, and
a Master of Tropical Medicine, then a PhD, from
James Cook University in northern Queensland.
An experienced clinician (15 years of rural nursing,
women’s health, medical, surgical and mental health
care) in Canada, Australia and Nigeria, she turned
to education and taught in hospital and tertiary
courses for the next 30 years in all capacities, from
clinical facilitator to Principal Nurse Educator in
hospital programs, Lecturer and Senior Lecturer at
James Cook University. She was privileged to work
with Fijian nurses at the Fiji School of Nursing to
create an international-level nursing curriculum for
the nurses of the South Pacific. She has written a
well-accepted clinical psychomotor skills text, now in
its eight edition (currently under review for the ninth
edition). Joanne has been honoured with two National
Awards for Outstanding Contributions to Student
Learning (Carrick Award, 2007; Australian Teaching
and Learning Council Award, 2008). She is now retired
from formal teaching but continues to engage in
nursing via researching, writing and editing nursing
texts.
Sue Carter DeLaune earned a Bachelor of Science
in nursing from Northwestern State University,
Natchitoches, Louisiana, and a master’s degree in
nursing from Louisiana State University Medical
Center, New Orleans. She has taught nursing in
diploma, associate degree and baccalaureate schools of
nursing as well as in RN degree-completion programs.
With over 35 years of experience as an educator,
clinician and administrator, Sue has taught the
fundamentals of nursing, psychiatric–mental health
nursing, professionalism and nursing leadership in a
variety of programs. She also presents seminars and
workshops across the country that assist nurses to
maintain competency in areas of communication,
leadership skills, patient education and stress
management.
Sue is a member of Sigma Theta Tau, the National
League for Nursing, and the American Nurses
Association. She has been recognised as one of the
‘Great 100 Nurses’ by the New Orleans District Nurses
Association. Sue is a prolific author, having written
several professional journal articles and textbook
chapters in the areas of nursing education and mental
health nursing.
Currently, Sue is an Associate Professor and
RN-to-BSN Coordinator at William Carey University
School of Nursing, New Orleans. She also is President
of S DeLaune Consulting, an independent education
consulting business based in Mandeville, Louisiana.
Patricia Ann Kelly Ladner obtained an associate
degree in science from Mercy Junior College, St
Louis, Missouri; a Bachelor of Science in nursing
from Marillac College, St Louis, Missouri; a Master of
Science in counselling and guidance from Troy State
University, Troy, Alabama; and a master’s degree in
nursing from Louisiana State Medical Center, New
Orleans, Louisiana.
She has taught at George C. Wallace Junior
Community College, Dothan, Alabama; Sampson
Technical Institute, Clinton, North Carolina; and
Touro Infirmary School of Nursing and Charity/
Delgado School of Nursing in New Orleans, Louisiana.
She has also been the Director of Touro Infirmary
School of Nursing and a Director of Nursing at Tulane
University Medical Center in New Orleans. With 35
years’ experience as a clinician and academician,
Ms Ladner has taught the fundamentals of nursing,
medical-surgical nursing and nursing seminars while
maintaining clinical competency in various critical care
and medical-surgical settings. Her professional career
has provided her with the necessary knowledge and
skills to be an effective lecturer and community leader.
Ms Ladner received a governor’s appointment to
serve on an Advisory Committee of the Louisiana
State Board of Medical Examiners, and she also served
on an Advisory Committee for Loyola University in
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A
BOUT THE AUTHORS
New Orleans. She maintains membership in Sigma
Theta Tau, the American Nurses Association, and
the Louisiana Organization of Nurse Executives. She
served for over 10 years on the Louisiana State Nurses
Association’s Continuing Education Committee. She
is the recipient of the New Orleans District Nurses
Association Community Service Award and has been
recognised as one of the ‘Great 100 Nurses’ by the New
Orleans District Nurses Association.
Ms Ladner has been listed in Who’s Who in
American Nursing. She is a former Nursing Practice
Consultant for the Louisiana State Board of Nursing.
Since Hurricane Katrina in 2004, Ms Ladner has
coordinated the volunteer services for the Catholic
Church in DeLisle, Mississippi, and presented inservice
education programs on such topics as hygiene,
infection control, and grief and loss.
CONTRIBUTING AUTHORS
FOR THE 3RD EDITION
Cengage would like to thank the numerous contributors
who assisted in this publication.
Amy Montgomery
NP, RN, BN, MSc (Dementia Care), MN (Nurse
Practitioner); Lecturer, School of Nursing, Faculty of
Science, Medicine & Health, University of Wollongong
■
Chapter 33: Medication Administration
Amy Shepherd
RN, RM, BSc (Nursing), MMid, GCertN (Clinical
Nursing & Education), MACM; Clinical Nurse
Educator (Maternity), Northwest Private Hospital, QLD
■
Chapter 12: Documentation and Informatics
■
Chapter 17: The life cycle
■
Chapter 37: Nutrition
Dr Chris Taua
■
Kaiwhakahaere/Director at Pumahara Consultants,
NZ; Sessional Academic at Queensland University
of Technology; FNZCMHN
■
Chapter 29: Mental health
Prof Christine Neville
RN, PhD, FACMHN; Professor, School of Nursing &
Midwifery, University of Southern Queensland.
■
Chapter 19: The older adult
■
Chapter 29: Mental health
Associate Professor Elizabeth Forster
RN, BN, MN, Grad Cert Higher Ed, Grad Cert Positive
Psych, PhD, SFHEA, Centaur Fellow; Program Director
Postgraduate Nursing & Infection Prevention and
Control, Program Advisor Paediatric Nursing, School
of Nursing and Midwifery, Griffith University
■
Chapter 18: Paediatric clients
Elspeth Hillman
Academic Lead Professional Practice, Nursing and
Midwifery, College of Healthcare Science,
James Cook University
■
Chapter 38: Pain management, comfort and sleep
■
Chapter 41: Sensation, perception and cognition
Fiona McLeod
RN, MANP - Palliative Care, Cert IV Workplace
Assessment & Training; Independent Nurse Practitioner
■
Chapter 20: Palliative care
Frances Calleja
RN, RM, B.Nsg Sc., Grad Dip Rural Nsg, Grad Cert
Child & Family Health, M Nsg Studies (Clinical
Teaching), Grad Cert Bus.Mgmt, Research Higher
Degree Candidate; Adjunct Senior Lecturer, Mount
Isa Centre for Rural and Remote Health, James Cook
University; Nurse Educator – Central West Hospital
& Health Service, Office of the Executive Director
of Nursing & Midwifery Central West Hospital and
Health Service
■
Chapter 13: Nursing, healing and caring
■
Chapter 23: Rural and Remote Health
Dr. Helen Donovan
PhD, RN/RM Med, Med, FACN, ACM SFHEA (Formal
Mentor), AFHEA (Indigs), QUT School of Nursing
■
Chapter 15: Health and wellness promotion
■
Chapter 24: Health care education
Leanne Ferris
Cert IV TAE, DipProfManage, Cert Mid, BNurs,
MClinNur&Teach, ANMAC Assessor, Member of
Australian College of Midwives and Australian Nurse
Teachers Society
■
Chapter 11: Legal and ethical responsibilities
■
Chapter 14: Communication
■
Chapter 25: Self-Concept
■
Chapter 26: Stress, Anxiety, Adaptation,
and Change
Lisa Woodman
PhD, Med(Prof) MMgt (Aged Care), GDip (Ger), BN,
RN; Founder and Consultant, Dementia with Dignity
and Care
■
Chapter 19: The Older Adult
Lucinda Brown
RN, MPH, Grad Dip Health Sci, Grad Cert Tertiary
Education, Prof Cert Allergy Nursing; PhD Candidate,
School of Nursing, Midwifery & Social Sciences,
CQUniversity
■
Chapter 16:Family and Community Health
Dr. Marilyn Richardson-Tench
PhD., M.Ed.Stud., B.App.Sc.(Adv.Nsg.).,Cert.Clin.
Teach.(UK)., RN, RCNT (UK); Sessional Tutor, James
Cook University
■
Chapter 2: Research and Evidence-Based Practice
■
Chapter 43: Perioperative nursing care
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A B O U T T H E Get
AUTHO
RS
Nicole Hewlett
A proud palawa woman from lutruwita (Tasmania).
Project Manager, The First Nations Cancer &
Wellbeing Research Program, School of Public Health,
Faculty of Medicine, The University of Queensland
■
Chapter 22: Aboriginal and Torres Strait Islander
Peoples’ Health
Dr Nina Sivertsen
RN, BN(Hons), Grad Cert Ed (Higher Ed), PhD, MACN;
Flinders University, College of Nursing and Health
Sciences, Kaurna Country; Associate Professor at Arctic
University of Norway
■
Chapter 21: Cultural Diversity
Sharon Stanton
RN, BN, MN (Urol. & Cont.), GCTAE, Cert IV TAE,
NSWUNS/ANZUNS (Member), MACN; Lecturer in
Nursing, University of Canberra
Chapter 1: Evolution of Nursing Theory
and Education
■
Chapter 42: Elimination
Wyatt Butcher
Master of Health Science (Mental Health); Post
Graduate Diploma in Teaching; Bachelor of Ministry
(Biblical Studies and Pastoral Care); Chaplain for the
Canterbury District Health Board Specialist Mental
Health Services; Registered Baptist Minister (Reverend);
Executive member and past President of the New
Zealand Healthcare Chaplains Association; Fully
Registered Chaplain (NZHCA)
■
Chapter 27: Spirituality
■
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xxiii
ACKNOWLEDGEMENTS
This textbook is the product of many dedicated,
knowledgeable and conscientious individuals.
We would like to thank all the contributors who
persevered to produce an outstanding contribution to
the nursing literature. Your clinical expertise is evident
in this final product.
Likewise, we need to thank all the reviewers who
critically read and commented on the manuscript.
Your clinical and academic expertise provided valuable
suggestions that strengthened the text.
Our friends and professional colleagues provided
encouragement throughout the development of this
manuscript. Our families deserve recognition and
accolades for their daily queries relative to the book,
which often stimulated humour, easing an enormous
and sometimes arduous task.
From Lauren McTier: To Mark, Max and
Isabella, thank you for your wisdom, support and
entertainment. To Bruce and Robyn, thanks for the
generous opportunities you have provided to me.
From Joanne Tollefson: To Ken, wholehearted
thanks and much love to you for your understanding,
support, humour and for cups of tea throughout this
iteration of both ‘Fundamentals’, and all the editions
of ‘Clinical Psychomotor Skills’ and for the past 50
years of marriage. Thanks also to my sons, Geoffrey
and Christopher and their families for the joy they
give and the reality/sanity they infuse into this time of
intense focus.
The authors and Cengage extend special thanks
to Nicole Hewlett, Dr Nina Sivertsen and Dr Mark
Lock for their generous guidance and advice regarding
cultural diversity and cultural safety in Australia and
New Zealand.
The authors and Cengage would like to thank
Joanne Lawrence for her contributions to previous
editions of the text. Cengage would also like to thank
the following contributors for their work on previous
editions of the text: Jan Edwards, Penny Harrison,
Anne Jackson, Imogen Mitchell, Nicole Slater, Theresa
Angert-Quilter, Christine Fejo-King, Diana Jefferies,
Tanya Langtree, Helen McCabe, Paul McDonald, Glo
Neilsen, Peter Thomas, Peter Wall, Jen Walters.
The authors and Cengage would like to thank
the following reviewers for their incisive and helpful
feedback across several editions:
■
Penny Harrison, University of Sunshine Coast
■
Jann Fielden, Southern Cross University
■
Helen Nightingale, La Trobe University
■
Ruth Wei, Murdoch University
■
Laurina Schmidt, Swinburne University of Technology
■
Carley Jans, University of Wollongong
■
Danielle Noble, University of Newcastle
■
Lynne Brown, Griffith University
Every effort has been made to trace and
acknowledge copyright. However, if any infringement
has occurred, the publishers tender their apologies and
invite the copyright holders to contact them.
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UNIT
01
NURSING PERSPECTIVES:
PAST, PRESENT AND FUTURE
CHAPTER 01
EVOLUTION OF NURSING EDUCATION AND THEORY
2
CHAPTER 02
RESEARCH AND EVIDENCE-BASED PRACTICE
29
CHAPTER 03
HEALTH CARE DELIVERY
42
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1
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CHAPTER
01
EVOLUTION OF NURSING EDUCATION
AND THEORY
LEARNING OUTCOMES
1 Explore the evolution of nursing, identify the major historical events leading to current nursing education,
and describe the impact of 19th- and 20th-century nursing leadership on current nursing practice in
Australia and New Zealand.
2 Describe the trends in nursing education specifically relating to the issues of competency development and
delivery of care.
3 Define the terms ‘theory’, ‘concept’ and ‘proposition’.
4 Describe the three scopes of theory: ‘grand theories’, ‘middle-range theories’ and ‘micro-range theories’ and
discuss knowledge development in nursing.
5 Identify and interpret major nursing theories in relation to practice.
2
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INTRODUCTION
This chapter will incorporate a historical overview of
both the foundation of modern nursing and nursing
education in the 19th, 20th and 21st centuries. It will
also explore the development of nursing theory and
how these theories support and define nursing practice
in Australia and New Zealand today. Examining social
forces that have influenced the development of the
professional nurse and nursing education will provide
foundation knowledge of how contemporary nurses
have evolved. This will be followed by the stages of
modern nursing education highlighting the role of the
forerunner of formalised nursing education – Florence
Nightingale. It is important at this stage to mention
how nurses have been regulated by law and to
introduce the concept of ‘scope of practice’. As nurses,
our profession is defined by our unique contribution
to health care, which is based in nursing theory,
combining art and science to care for people based
on scientific knowledge, critical-thinking skills and
caring behaviours. An overview of the contribution of
nursing theorists will be explored giving the reader an
understanding of each theorist and their contribution
to the profession. Your understanding of these
concepts will lead to ongoing professional responses to
a changing world.
EVOLUTION OF NURSING EDUCATION
IN AUSTRALIA AND NEW ZEALAND
It is important to acknowledge that nursing has a
long history with origins in religious orders and
the military (Roux & Halstead, 2018). As a result,
the framework of early nursing education reflects
characteristics of each. The following discussion
will provide a brief overview of nursing education
in Britain followed by a focus on the Australian
and New Zealand perspectives. The evolution of
nursing education demonstrates that educational
opportunities and approaches are continuing to
develop and to be challenged. Understanding our past
directs our perceptions of the present and assists us in
planning for our profession’s future.
Nursing history has traditionally been presented
using familiar stories of famous nurses, nursing
leaders and events. It has been explored from a grand
narrative perspective, describing the ‘big picture’ of
nursing history and practice. However, expectations
and interpretations of what a nurse is and does have
altered based on the influence of social and political
factors. The delivery of nursing education in Australia
began with the arrival of the Nightingale nurses in
1868. The basis of practice for these nurses was both
religious and military. Areas of conflict, such as the
Crimean War and both world wars, have also served to
shape the changes in education of nurses in Australia
and New Zealand. It has helped to change the skills
and knowledge of nurses from handmaidens for
doctors to nurses with specific specialties. Although
the role of the male-identifying nurse is important
in our history, aligning with the emancipation
of women, nurses began to reflect and theorise
about what nurses ‘do’. This has led to increasing
self-determination, expansion of their role, and the
professionalisation of nursing. Finally, the shift from
nursing schools to modern tertiary education has
cemented the perception of nursing as its own pursuit.
When reading this chapter, consider nursing from the
historical viewpoint influenced by nursing theory and
how you will contribute to this body of knowledge.
Theory and practice globally, nationally and
locally have been shaped by political, social, cultural,
economic and gender perspectives. These perspectives
and influences explain how the modern landscape
of nursing practice occurs and provides insight into
future potential development by emerging nurse
leaders. There are polarised viewpoints about the
role of Florence Nightingale, yet the value of her
contributions cannot be ignored. Her influences both
past and present will be discussed providing a basis
for future nurse contributions in theory, practice and
research. Adding to Nightingale’s contributions, early
nurse leaders in Australia and New Zealand provide
the narrative for ongoing development of the nursing
education system. The role of nursing theorists
in this context has led to a reputable profession
valued internationally due to unique influences.
The contributions of Aboriginal and Torres Strait
Islander peoples and male-identifying nurses
continue to be explored. This approach places nursing
within the wider context of the societies that it is
practised within.
Geographic, social, political and economic
structures contributed to nursing theory in Australia
and New Zealand, which developed an almost parallel
practice. Contemporary nurses practice in a manner
that is a mix of the historical as well as educational,
scientific, social and political influences. The evolution
of these influences and development of theories
have resulted in Australia and New Zealand nursing
today. These theories advocate nursing individuals
and communities as being a delicate balance between
promoting a person’s independence and dependence.
The approach focuses on illness, the person’s response
to illness or disability, defines caring, and supports
the delivery of care across the life span. This aspect
of nursing also includes assisting a person with a
terminal illness to maintain comfort and dignity in
the final stage of life.
While there is not a definitive starting date, in
recent years nurses have been further supported and
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3
CHAPTER 01
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E v o l uti o n o f nur s in g e d ucati o n an d the o r y
UNIT 01
4
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encouraged to participate in policy discussions. This
includes the creation and modification of health
policy at all levels of government, although there
are concerns about the level of power or equity in
the process (Rumsey et al., 2021). It is important to
acknowledge at this point that nursing and midwifery
have a shared history and are not entirely separate
entities. While this discussion will centre on nursing,
some aspects of midwifery will be included because of
their close association.
Table 1-1 highlights some of the key moments in
the development of nursing practice and education,
identifying early aspects of nursing development while
concentrating on Australian and New Zealand nursing
educational history.
TABLE 1-1
Historical events influencing the evolution of nursing
DATE
EVENT
1500–600 BCE
Health religions of India – medicinal practices of the Vedic period
390–407 CE
Early Christianity – deaconesses, like deacons, also ministered to the sick and poor
1095
Antonines establish the Brothers of St Anthony Hospital in London, England
805
The first general hospital was built by Harun Al-Rashid in Baghdad, Iraq
1811
Sydney Hospital opens, New South Wales (NSW), Australia
1815
Sisters of Charity founded by Sister Mary Aikenhead in Ireland
1820
Florence Nightingale born in Florence, Italy
1836
Foundation of the Deaconess Mutterhaus next to the Kaiserswerther Market in Kaiserswerth, in the City of Düsseldorf, Germany
1838
Irish Sisters of Charity nurses arrive in Sydney, Australia, visiting workhouses, hospitals, orphanages schools and jails
1840
Treaty of Waitangi signed by the British Crown and Māori chiefs in New Zealand
Elizabeth Fry establishes the Institution of Nursing Sisters and a three-month nurse training course in England
1853–56
Crimean War
1859
Nightingale’s Notes on nursing published in England
1860
First Nightingale School of Nursing, St Thomas’ Hospital, London, England
1868
Lucy Osburn arrives in Sydney to develop a Nightingale-based training school for nurses at the Sydney Hospital, Australia
1873
Grace Neill begins training at St John’s Hospital in London, England
1887
British Nurses Association (BNA) is founded
1888
Australia and New Zealand are requested to form chapters of the BNA
BNA publishers the journal The Nursing Record
1890–95
Royal Commission into Charitable Institutions is held in Victoria, Australia
1896
Mereana Tangata becomes the first Māori hospital-trained nurse in New Zealand
1899
Australasian Trained Nurses Association (ATNA) is established in NSW, Australia
Foundation of International Council of Nurses (ICN) proposed by Ethel Gordon Fenwick at the Annual Conference of the Matron’s
Council of Britain and Ireland
1900
The first issue of the American Journal of Nursing (AJN) is published
1901
The Nurses’ Registration Act 1901 is passed in New Zealand
New Zealander, Ellen Dougherty, becomes the first registered nurse (RN) in the world
The Victorian Trained Nurses Association (VTNA) is established in Victoria, Australia
1908
Public health nursing commences in both Melbourne and Sydney, Australia
Ākenehi Hei is the first Māori RN and midwife in New Zealand
1909
The first three-year nursing diploma course starts at the University of Minnesota, US
District nurses replace Māori health inspectors in New Zealand
1911
Queensland becomes the first state in Australia to register general and psychiatric nurses and midwives
1915
Establishment of the New Zealand Army Nursing Service
1919
The Nursing Act 1919 is passed in Britain
1939
New Zealand’s Nurses’ Registration Act is amended to allow men to train and register as nurses
1940
New Zealand assumes state responsibility for public general and psychiatric hospitals
1943
The Australian hospital ship Centaur sinks off the Queensland coast
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DATE
EVENT
1945
The psychiatric nurse qualification is acknowledged and administered by the Nurses and Midwifery Board in New Zealand
1956
Faith Thomas is one of the first Aboriginal people to complete her nursing training in South Australia
1970
The community health movement begins in Australia
1971
The Carpenter report recommends the transfer of nursing education to the tertiary education sector in New Zealand
The Nursing Council of New Zealand (NCNZ) is established
Sally Goold, Fred Hollows and Dulcie Flower establish the Aboriginal Medical Service
1973
Postgraduate nursing education commences at Victoria and Massey universities in New Zealand
1974
The amended Australian Nurses’ Registration Act 1974 (Tasmania) allows men to train, register and practise as midwives for the
first time
1976
John Chapman is the first man to qualify as a midwife in Tasmania
1978
The Alma Ata Conference on Primary Health Care and Community Development, supported by the World Health Organization
(WHO), is convened in Almaty (then called Alma-Ata), Kazakhstan
1983
Australia’s first diploma-level course is introduced by the College of Nursing
NSW Government announces it will transfer pre-registration nursing to the tertiary sector by 1985
Medicare and universal health care is introduced by the Australian Government
National Council of Māori Nurses is established in New Zealand
1984
Hawke Labor Government announces that all Australian registered nursing education will be transferred to the tertiary sector by
1992
1989
Last hospital training school closes in New Zealand
1990
Last intake of hospital-trained nurses in Australia
1991
Degree nursing programs replace the Diploma in Nursing in Australia
1992
Degree nursing programs replace the Diploma in Nursing in New Zealand
The NCNZ introduces cultural safety as a curriculum requirement for all nursing students
1993
The first Māori midwives meeting in New Zealand
2000
Ngā Maia (Māori Midwives Aotearoa) is established in New Zealand
2004
Nurse practitioners receive practice rights in Australia and New Zealand
2010
Establishment of the Australian Health Practitioner Regulation Agency, which implements a national registration and
accreditation system for health professionals, including nurses and midwives
Pharmaceutical Benefits Scheme, prescribing rights for Nurse practitioners in Australia
2011
Royal College of Nursing (RCN) Australia and the College of Nursing unite to form the Australian College of Nursing (ACN)
2016
Medication prescribing rights for designated specialist RNs in New Zealand
2020
The International Year of the Nurse and Midwife
COVID-19 becomes a pandemic
The introduction of nursing training and
the development of nursing care are frequently
attributed to Florence Nightingale, who remains a
much-celebrated individual in nursing circles. The
following section highlights her contribution to
nursing practice and education. It also identifies
some of the inconsistencies in her practice. While
Nightingale’s practices were innovative at the time,
scientific and practice advances have naturally
outdated some of her ideas in relation to patient care.
Florence Nightingale (1820–1910)
Florence Nightingale was born on 12 May 1820 in
Florence, Italy into an affluent British family. The
way she conducted herself during her life consistently
reflected the ideas of her time – the Victorian era.
This was a period of economic, political and social
expansion for Britain, which contributed to the
growth of the British Empire. Britain continued to
colonise regions of the world, allowing the Empire to
expand production and manufacturing at home. This
was the time of the Industrial Revolution (Roux &
Halstead, 2018).
In 1844, Nightingale began studying in Germany
and then developed her nursing practice on the
European continent with French and German
religious orders. She was subsequently appointed
the superintendent of an English hospital for ailing
governesses, which gave her an opportunity to practise
and develop her form of nursing care. Nightingale
maintained that control of the environment was
essential for the restoration of health, and her care
regimen included fresh air and cleanliness. She
advocated rest and a quiet environment for patients.
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5
CHAPTER 01
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E v o l uti o n o f nur s in g e d ucati o n an d the o r y
FIGURE 1-2
Male medical ward, Ipswich Central Hospital, Queensland, 1927
Figure 1-3 demonstrates how people were encouraged
to spend time outdoors. Note that one person has a
camp stretcher to rest on and another has a chair with
the capacity to support and elevate their leg.
MUSEUM VICTORIA [MM 003512]
UNIT 01
In 1853, the Crimean War began. Newspapers
reported that resources were scarce and that soldiers
were living and dying in squalid conditions. Political
pressure required action, and Nightingale was asked to
take a team of 34 nurses to Turkey to oversee a military
hospital at Scutari (Fee & Garofalo, 2010). This crucial
time epitomises the popularised notion of Nightingale.
To understand Nightingale’s nursing theory and
the practices that led her to Turkey, it is essential to
contextualise Nightingale within the time that she
lived. One of the results of the Industrial Revolution
in Britain was rapid urbanisation characterised by
poor housing and sanitation, and the overpopulation
of rapidly expanding city suburbs. These were
filthy, diseased communities (Finkelman, 2019). In
19th-century Britain there were two general theories
relating to the spread of infections and disease.
The ‘theory of miasma’, which originated in the
Middle Ages, argued that the vapours released from
rotting organic materials were poisonous and the
offending smell was the cause of disease. The ‘germ
theory’, which originated in the 18th century, was a
newer development in understanding disease. It was
gaining some momentum but did not become the
accepted theory until the start of the 20th century.
Considering the stench and poor sanitation that
permeated suburban Britain in the 19th century, it is
understandable that health reformers believed that
cleanliness and fresh air was the key to good health.
IPSWICH HOSPITAL MUSEUM COLLECTION, PICTURE IPSWICH, QUEENSLAND
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FIGURE 1-3
Nurses with patients in the grounds of Nhill Hospital, Victoria, 1928
FIGURE 1-1
Florence Nightingale in the Crimea
The Nightingale principle of ‘fresh air and light’
continued to dictate nursing care into the 20th century.
The image of the Ipswich ward presented in Figure 1-2
shows how people were kept in open wards with high
ceilings and large windows that provided natural
light and fresh air. The image of the Nhill Hospital in
Nightingale supported the miasma theory over
the germ theory (Fee & Garofalo, 2010), remaining
committed to the principles of fresh air and a clean
environment while arguing against the ‘new’ concepts
of bacteria and viruses. As such, her achievements
while in the Crimea remain contentious and a topic
of historical debate. The standard accepted narrative
is that she increased the survival rates of injured
soldiers in her care (Fee & Garofalo, 2010), but this
has been questioned in recent decades. It has been
argued that infection and death rates at Nightingale’s
hospital rose following her arrival (McDonald, 2013)
due to the hospital being built over an open sewer
(not unusual for 19th-century hospitals). Due to her
misunderstanding of infection control, Nightingale
did not correlate sanitation and illness, and conditions
only improved after the War Office sent the Sanitation
Commission to investigate the high death rates and
subsequently ordered that the sewers be flushed.
Following this, the death rates dropped dramatically
(Fee & Garofalo, 2010).
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Regardless, on her return to London Nightingale
was celebrated. She was awarded prize money that
she invested to develop nursing training at London’s
St Thomas’ Hospital. Her nursing model required
strict discipline. It supported the notion that nursing
was a vocation for women and that nurses should
be unquestioningly obedient to senior staff and
doctors. It was in Nightingale’s time that nursing
became increasingly identified as a female role
offering middle-class women a respectable occupation
and the opportunity of economic independence
(McDonald, 2013).
Nightingale was a prolific writer who published
a series of nursing texts and wrote letters to various
individuals in search of data understand health care
needs, record statistics and to continue to reform
practice across the Empire (Shellam, 2012). She also
used a variety of techniques to advocate for improved
health care, including political, administrative,
educational and statistical methods. She became an
iconic figure in her lifetime and remains a celebrated
member of the nursing community today – we
celebrate International Nurses Day each year on the
anniversary of Nightingale’s birthdate. Her nursing
theory will be revisited later in this chapter.
NURSING CHECKLIST
Nightingale’s basic principles of nursing education were:
• placement of the program in an institution supported
by public funds and associated with a medical school
• affiliation with a teaching hospital, but also
independent of it
• a nursing program directed and staffed by
trained nurses
• a residency to teach students discipline and character.
The sisterhoods
Florence Nightingale’s biographers have often
presented her as the sole reformer of modern nursing –
indeed, as its founder – but this is far from the truth.
There are several other reformers who contributed to
the education and training of nurses in Nightingale’s
time. While it is the experience of Britain, Australia and
New Zealand that will be discussed here, it should be
acknowledged that nursing reform occurred in various
parts of the Western world during the same period.
In the early 19th century, hospitals were not places
where individuals chose to go. Along with asylums,
they were places of last resort, places where the poor,
homeless and destitute went for assistance, for shelter
and to die. Most individuals paid private nurses to care
for them in their home when they were ill or in need
of midwifery services. All classes of society sought the
assistance of private nurses although this was difficult
for the very poor. They were autonomous practitioners
and often competed with the medical profession for
work (Finkelman, 2019). Nursing was not regulated
at this time. It was not until the late 19th century
that the certificated, uniformed woman based in a
clean hospital environment began to be the dominant
image of a nurse. It is worth noting that at the time
men were excluded from this version of nursing.
In the 19th century, diverse approaches to nursing
practice and training existed. The Nightingale system of
nursing training was but one of many. Some religious
orders offered limited training that was usually only
available to members of the order. In London, Anglican
High Church nuns, known as ‘sisterhoods’, were the
dominant model of nursing reform. These orders
acted as social service agencies for their communities,
providing care for those who could not support
themselves. The church and sisterhoods worked for
specific hospitals and developed training methods
to support a medical practice that was beginning to
make advances in disease management and surgery
(Helmstadter & Godden, 2011). The Anglican nuns had
a vocational drive to care for the acutely sick, disabled
and vulnerable in their communities. The nuns
expanded their training beyond their order and trained
lay nurses (not part of a religious order). Both Australia
and New Zealand benefited from this model of nursing
training. Benefits included larger numbers of nursing
students for the workforce and the alignment with
other health professionals.
Mary Weeden, who trained at London’s Charing
Cross Hospital from 1878 to 1881, immigrated to
Australia and was appointed matron of the Brisbane
Hospital. She established the first comprehensive
training program for the colony of Queensland. Grace
Neill, who was largely responsible for campaigning
for nursing registration in New Zealand, had been
attributed as training at Nightingale’s St Thomas’
Hospital, but she trained under the Anglican nuns at
St John’s Hospital from 1873 to 1876 (Helmstadter &
Godden, 2011). Similarly, it was an All Saints sister,
Helen Bowden, who established the first training
school in the United States (US).
For their time, the sisterhood hospitals took a
unique approach to patient care, advocating for
nurse–patient ratios to be established and for nurses
to be self-directed, autonomous practitioners. But
when the Anglican Church began to establish modern
administrative practices in its hospitals, and because
health care was funded by charitable organisations
and by subscription, conflict arose between the
sisterhood’s principles of practice and the economic
reality of supporting its model of patient care
and nursing training. It was determined to be too
expensive to continue to fund. Due to such conflict
and different health agendas, the Anglican nuns
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UNIT 01
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increasingly withdrew their services and training
programs from London’s hospitals. This had two
major outcomes. First, it allowed them to re-establish
their practices in community-based environments
(Helmstadter & Godden, 2011). Second, it opened
the way for the Nightingale model to become more
widely adopted. By the end of the 19th century, it had
become the template for nursing training, creating a
cheaper training program and more compliant nurses
who infrequently challenged the decisions made by
hospital administrators and medical officers.
Nursing registration
Professionalisation, training and education reform are
common themes in nursing history. All three topics
encompass the increasing demands made by nursing
leaders from the late 19th century into the early 20th
century. Medicine had been regulated in Britain from
the 1830s and was beginning to make advances in
professional standing and political influence, and in
improving health care outcomes for people. Utilising
scientific advances, medical research was developing
new surgical and medical treatments. To support the
medical model of care, medicine required the support
of nurses trained specifically for hospital work. It was in
the late 19th century that medicine began to advocate
for hospital care to be the linchpin of health care
services. It was an efficient method of administering
complex treatments (Helmstadter & Godden, 2011).
British nursing leaders had seen the advances made
by medicine since it had become a formalised and
regulated profession. They recognised the application
and potential benefits for the nursing profession. Ethel
Bedford Fenwick, matron of St Bartholomew’s Hospital,
was the chief advocate for nursing registration in
Britain. In 1887, she formed the British Nurses
Association (BNA), which lobbied for such registration.
The vision of the BNA was that registration would
define nursing as a recognised profession, offering
equal ranking with other professions and improving
nurses’ social standing and rates of pay while
disallowing non-trained nurses to continue to practise.
Fenwick’s specific goal was to make nursing a
legally recognised profession where only hospitaltrained women could call themselves a nurse.
She wanted nursing to become a self-regulated,
self-determining profession where doctors were not
able to credential or determine nursing practice. Yet
due to the complexity of the issue and the lack of
female influence in political and economic circles at
this time, her ambitions for nursing were not realised.
She had to compromise, due to her dependence on the
support of the medical profession and its influence in
holding key positions within the BNA (Helmstadter,
2007). The presence of medicine within the structures
of the BNA resulted in it determining the function, role
and credentialling of nurses. Doctors wanted nursing
training to support their interests, and nurses to just
follow their orders. It would be over 50 years before
nurses were able to determine their profession without
the presence of medical officers on nursing boards.
Nursing was being confined to hospital-based
training and service delivery, and in the process it
became increasingly subordinate to medicine. The
educational structure of hospital training encouraged
this subordination, isolating nursing from the
communities that it had traditionally served –
something medicine did not allow. Doctors maintained
private practices that were based in the community
and increasingly determined who was admitted to a
hospital and who remained in their home.
In 1888, the BNA asked NSW and New Zealand
to form chapters of the organisation to encourage
an expansion of its vision for nursing training and
practice within the British Empire (Helmstadter,
2007). Fenwick’s world vision for advancing nursing
was further apparent as she was the founder of the
International Council of Nurses (ICN).
To achieve nursing registration, the unqualified
and untrained private nurse had diminished areas
of employment, so there were several campaigns
to discredit their work. However, the private nurse
played a pivotal role in the community, attending
births, caring for the sick and laying out the dead.
Charles Dickens, the social commentator, social
reformer and author, included an uncomplimentary
depiction of the private nurse in The life and adventures
of Martin Chuzzlewit (1844). Dickens characterised
the private nurse as drunk, addicted to gin and snuff,
immoral and of low character. Those requesting
reform, formalised training and regulation used the
characterisation to their advantage. Only now are
historians starting to explore the practices of the time
and questioning the validity of the depiction of the
private nurse by Dickens and the supporters of nursing
regulation (Colins & Kippen, 2003).
Not everyone supported registration and the
professionalisation of nursing. Florence Nightingale
was one vocal critic of the plan. She did not support a
written examination because it did not test a nurse’s
moral or personal character. It also excluded a large
group of nurses, those from the working class, who at
this time had marginal literacy and numeracy skills.
Interestingly, Australian and New Zealand nurses
would achieve registration prior to nurses in Britain.
An introductory history of nursing education
in Australia and New Zealand
Australia and New Zealand had established societies
prior to European settlement. The ancestral owners
had instituted complex methods to care for and treat
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E v o l uti o n o f nur s in g e d ucati o n an d the o r y
CHAPTER 01
COLLECTION MUSEUM SYDNEY HOSPITAL/SYDNEY EYE HOSPITAL
the sick and injured. The complexity of Aboriginal,
Torres Strait Islander and Māori peoples’ health
care and treatments are only now beginning to be
understood and appreciated (Best & Fredricks, 2021).
In 1840, the British Crown and Māori chiefs in New
Zealand established the Treaty of Waitangi (Kani
Kingi, 2007). In contrast, Aboriginal and Torres Strait
Islander peoples in Australian were not given any
constitutional status (Lam, 2011). The impact of this
is seen in the ongoing disparity of health outcomes
between ancestral owners and their descendants, and
non-Indigenous people. This history is important
when considering nursing theorists such as Madeline
Leininger (described later in this chapter) and the
inclusion of First Peoples in nursing.
Upon European settlement in Australia, convicts
and soldiers offered care to the sick, injured and
infirm (Cushing, 1997). The disparate demographic
in Australia of an overpopulation of men compared
with women, which lasted into the early decades
of the 20th century, was the consequence of the
transportation of predominantly male convicts. As
a result, Australia has a rich history, yet to be fully
explored, of male nurses, or attendants as they were
often known. In fact, the first trained nurses to reach
Australia were five Irish Sisters of Charity, who arrived
in Sydney in 1838. Their practice was based in the
community and did not offer any nursing training.
It is important to acknowledge that men have
always been nurses and there have only been very
specific periods when they experienced social or legal
exclusion from nursing. There are many traditional
masculine working environments, such as religious
orders, ships, armies and mines, where men have
always been required to provide nursing care
(O’Lynn & Tranbarger, 2012).
Sydney Hospital opened in 1811, and was
originally staffed by 23 male attendants and
five female caregivers who were drawn from the
reformed convict population. The hospital was
managed by a board of directors who were elected
annually by the subscribers. The administration
was continually in conflict and mismanagement
prevailed. The premises were in an awful state,
with vermin, lack of water and poor sanitation. The
nurses were often reported as being drunk while on
duty. In 1867, Sir Henry Parkes, a prominent NSW
politician, wrote to Florence Nightingale requesting
the introduction of her model of nursing training to
the Sydney Hospital (Godden, 2006). Consequently,
Lucy Osburn (1836–91), pictured in Figure 1-4, who
trained at St Thomas’ Hospital, arrived in Sydney
in 1868 with five other Nightingale-trained nurses.
Formal nursing training had arrived in Australia,
and it immediately impacted on how nursing care
was offered.
9
FIGURE 1-4
Lucy Osburn
The Nightingale model was predominantly a
female-centric model, so when Osburn became the
matron of the hospital, she advocated the training
of female nurses at the exclusion of males. This
put her in conflict with previous administrators
(Godden, 2006).
New Zealand does not share a history of convict
transportation with Australia. Instead, it was settled by
the British when convict transportation was in decline.
Until the 1860s, New Zealand had limited health
services, primarily cottage hospitals in the settled regions.
By the end of the 19th century, the role and function of
nurses had become more defined as in Australia and the
British model of nursing was introduced.
Historically, nursing care in New Zealand,
as elsewhere, had been performed in various
environments, including institutional care, with
which it has a long association. Men and women
have long worked together in institutions, such
as asylums and psychiatric hospitals. Asylum
employees in the 19th century were given the title of
‘attendant’; although some women that worked in
this environment were trained nurses. Asylum workers
have often been represented as desperate individuals
with no choice but to seek employment in such an
institution. However, this is now being questioned.
There were some attractive aspects of asylum work,
such as it being an autonomous work environment
with limited interference and supervision. It is often
assumed that men were sought to work in asylums
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because of the need to restrain patients, but it has
become evident that asylum administrators sought
skilled employees who had carpentry skills and other
trades, or who could teach music and literacy to assist
in keeping patients busy and calm (Monk, 2009).
Although asylums required the participation of both
men and women to deliver care to long-term patients,
nursing registration and leadership did not always
support this.
New Zealand was the first country to register its
nurses under the Nurses’ Registration Act 1901. This
legislation defined nursing as a profession and began
to legitimise nursing training as a requirement to
identify and practise as a registered nurse (RN) (Evans,
Nizette & O’Brien, 2017). The Nurses’ Registration Act
required three years of training, at the completion
of which the student had to sit a state examination
(Wood, 2011). Part of the training involved the care
of people with infectious diseases. When an epidemic
broke out, nurses were sent to care for patients in
tent hospitals or the meeting houses in Māori kainga
(villages). It was a process of quarantining and
isolating those who were infected. They could be
refused admission to hospital, and in response hospital
boards began setting up fever camps within the
grounds of hospitals or on the edge of town. In 1913,
a fever camp was established in an isolated northern
region of the country, where three nurses offered
50 patients round-the-clock care and maintained
cleanliness and infection barriers.
Figure 1-5 illustrates the structure of a fever camp
tent. It demonstrates the mobility and responsiveness
of the fever nursing care model in going out to
communities and setting up a portable hospital ward.
FIGURE 1-5
Māori nurse at a tent hospital
In New Zealand, fever nursing was part of
every nurse’s training and reinforced the notion of
self-sacrifice – a nurse ensuring patient comfort before
their own (Wood, 2011). It became a nursing specialty
in New Zealand.
The introduction of nursing registration did not
result in the immediate loss of private or domiciliary
nurses. In fact, registration did not inhibit their
ability to practise at all. But they were excluded
from the register and could not identify themselves
as a RN. Private nurses, like the one depicted in
Figure 1-6, continued to offer care as they always
had, but now people had the option of being cared
for by a RN. Nurses could train in hospitals and after
completing this they would usually practise out in
the community.
MUSEUM VICTORIA [MM 001739]
10
FIGURE 1-6
A private nurse at her private hospital
The private nurse and fee-paying system for
nursing care slowly came to an end once government
began taking increased responsibility for hospital
funding. In the 1940s, the New Zealand Government
funded several health and welfare reforms, including
accepting responsibility for general and psychiatric
hospitals and introducing broad welfare support (Gage
& Hornblow, 2007). In Australia, it was a sporadic
process that began in 1944 when the Queensland
Government offered free health care to all Queensland
residents. Once such policy initiatives were enacted,
nurses were increasingly required to work in full- or
part-government-funded hospitals at collectively
agreed pay rates. To gain employment in hospitals,
nurses were required to be registered; they no longer
had the capacity to be self-employed. The introduction
of free or heavily subsidised health care complemented
the demands of the medical profession. There was
greater medical specialisation and advances in
treatment, which resulted in more complex treatment
regimens that had to be managed by nurses within the
bounds of a hospital environment.
Grace Neill (see Figure 1-7) was a much-celebrated
nursing leader who was instrumental in achieving
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were also managed by administrators who were
accountable to hospital patrons and subscribers.
To place nursing within a broader political and
social context, at the time of Federation in Australia
in 1901 there was an atmosphere of industrial unrest.
A decision by Justice Higgins in the Arbitration Court
in 1907 assisted in settling the issue of wages. Justice
Higgins ruled that every male worker should receive
a minimum wage that was based on the cost of living
for a worker and his family. This became known as the
‘Harvester decision’. The minimum wage was based on
what was fair and reasonable rather than on what an
employer was willing to pay (Hancock, 2013).
Women were not covered by the basic wage,
however, and on average earned 54 per cent of a
male’s wage, even when they were doing the same
job. The consequences of this decision are yet to be
fully explored in relation to gender and nursing, but
it could be argued that women were more appealing
to employ by hospital boards because their wages
could be considerably less than the set male minimum
wage. It made health care cheaper. It was not until the
late 1970s that the inequalities of the 1907 Harvester
decision began to be fully addressed in Australia.
FIGURE 1-7
Grace Neill was instrumental in establishing nursing registration in
New Zealand
registration for New Zealand nurses. But the Nurses’
Registration Act, which regulated nursing practice in
New Zealand was an exclusionary Act that prohibited
men from practising as nurses. Nursing training and
registration was legally restricted to being a female
occupation. The Act was finally amended in 1939.
Australian states and territories, meanwhile,
individually introduced nursing registration in the
early decades of the 20th century. The legislation did
not exclude men from seeking registration. However,
Tasmania and Victoria did exclude men from training
and registering as midwives. By the 1950s, men started
campaigning against this legislation. This was a
professionally inhibiting policy for men as it restricted
their educational and professional opportunities to
gain further qualifications and expand their practice
options, including working in rural and remote
communities (Pitman & Fitzgerald, 2011).
In Australia, hospital administrators decided
who would be accepted into a RN-training program.
Men were accepted into nursing training, but it
was at the discretion of the hospital matron. As
already highlighted, to the detriment of the Anglican
sisterhood hospitals in Britain, Australian hospitals
TRENDS IN NURSING EDUCATION IN
AUSTRALIA AND NEW ZEALAND
Reforming nursing education has been openly
discussed in New Zealand since the 1920s. Nursing
training was based on an apprenticeship model –
students were learning on-the-job, were the main
source of labour and were confined to serving
a specific hospital or health service. In 1970, a
commissioned review of the New Zealand nursing
training system began and in the following year the
Carpenter report was presented to the government.
It advocated for the education of nurses to be
removed from hospitals and instead transferred to
an educational institution. It was ultimately decided
to transfer nursing education to the polytechnic and
not the university system. The result was that nurses
were restricted to the qualification of a diploma for
the next 20 years. The Education Amendment Act 1990
finally enabled polytechnics to offer degree standard
courses (Gage & Hornblow, 2007), and nursing is now
an established academic discipline in New Zealand’s
university system.
For Australia, the journey was not as simple.
The complexity of the federated states and a lack of
political will slowed the process of nursing education
reform. From the 1960s to the mid-1980s, there was
a barrage of expert committee reports compiled at
the state/territory and federal levels by government
departments, nursing organisations and unions that
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recommended the transfer of nursing education to
the tertiary education sector. The reports usually
contained the same comments, especially that the
Australian hospital training system was narrow and
confined nursing to an illness paradigm. The hospital
training model was designed to suit each hospital’s
service needs rather than providing students with an
understanding of nursing practice that serviced the
community’s interests. Hospital-trained nurses had
a limited understanding of public and community
health or health services beyond the confines of the
hospital where they were trained. Student nurses
received limited teaching and were expected to take
on responsibilities beyond what would reasonably
be expected of a student, such as overseeing a ward.
At this time, medical staff were also included in the
delivery of education.
The first diploma-level course in Australia was
introduced by the College of Nursing in 1975. By
1982, every Australian state offered tertiary-based
nursing programs that functioned in parallel to
hospital nursing training; that is, there were two
systems for educating and training Australian nurses
(Dixson, 1999). In 1983, the NSW Government
announced that all pre-registration nursing programs
would be transferred to the tertiary sector from the
beginning of 1985. Other Australian states/territories
did not follow this lead, however, so in 1984 the
Hawke Labor Government intervened and announced
that all nursing programs had to be transferred to
the tertiary sector by the end of 1992. The last intake
of hospital-trained nurses in Australia took place in
1990. Until recently, midwifery in Australia was a post
graduate certificate or a postgraduate degree. That is,
all registered midwives were RNs who held additional
qualifications related to midwifery practice. However,
in 2000 the first direct entry courses for midwives were
established. Graduates from these courses practise only
midwifery, unlike their predecessors.
The transfer of nursing education from the
apprenticeship model to the higher education sector
experienced difficulties. These included a conflict of
ideas between practising RNs, educationalists and
employers. Understanding the history of nursing
education prepares nursing graduates to understand
the context and experiences of those already in the
health workforce. This promotes both resilience and
communication for new graduates. Communication
is known to directly impact patient safety (Sheldon
& Hilaire, 2015). By understanding the complex
historical relationship where medicine has historically
dominated nursing, new graduates can employ
strategies to minimise this tension. Graduates are
learning techniques, such as graded assertiveness
(Yianni & Rodd, 2017), and are supported by policy
such as Ryan’s Rule (see ‘Nursing highlights’ box).
NURSING HIGHLIGHTS
RYAN’S RULE
‘Ryan’s Rule is a three-step process to support patients
of any age, their families and carers, to raise concerns
if a patient’s health condition is getting worse or not
improving as well as expected. Ryan’s Rule applies to
all patients admitted to any Queensland Health public
hospital – including the emergency department – and in
some Hospital in the Home (HITH) services’ (Queensland
Government, 2018).
Figure 1-8 illustrates the change in learning
environments, with nursing students learning how
to engage with documentation in the classroom prior
to practising in the clinical setting, as opposed to
undertaking the traditional apprenticeship model of
nursing training. The apprenticeship model created
nurses that were ‘work-ready’. The university system
enhanced a broader scope of knowledge, advanced
critical-thinking skills and identified undergraduates as
students, not employees.
CULTURAL COLLECTIONS, AUCHMUTY LIBRARY, UNIVERSITY OF NEWCASTLE
UNIT 01
12
FIGURE 1-8
Students in the 1990s reading a file at the Newcastle College of
Advanced Education, Australia
Nurses originally rejected the academic content
in nursing education because it was not evident
in a skilled and task-oriented work environment.
As an increasing number of qualified RNs entered
the workforce and the student nurse employee
disappeared, the structure of patient care was altered
to suit the principle of total patient care, where
the RN attended to all the care requirements of the
people put into their care. This model is now being
challenged. Team nursing and task orientation, which
never completely left the health care environment,
are increasingly becoming the accepted norm,
maintaining different levels of nurses in the health
care environment.
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NURSING HIGHLIGHTS
REGISTERED NURSE STANDARDS FOR PRACTICE
Both Australian and New Zealand RNs are subject to
standards for practice or competency domains. These assist
in curriculum development for undergraduate degrees
and ensure ongoing assessment of and critical reflection
by practising RNs. Both countries apply four domains
which have adopted very similar approaches in defining
competence.
New Zealand domains of competence:
1 professional responsibility
2 management of nursing care
3 interpersonal relationships
4 interprofessional health care and quality improvement.
(NCNZ, 2022)
ISTOCK.COM/STURTI
One of the gains from the transfer of nursing
education occurred in the establishment of nursing
research. Research challenges accepted practices,
improves patient care and outcomes, and establishes
nursing as a unique body of knowledge that is
incorporated into nursing care. This is discussed in
more detail in Chapter 2.
Expanded roles of nurses have been developed
in response to greater demands for nursing services.
Since the 1990s, nurses have actively assumed more
responsibility for the delivery of health care. Evolving
technology mandated nurses to continue to advance
their knowledge base and skills. Nurses, as individuals
and as members of professional organisations, are
increasingly becoming involved in shaping policies for
health care reform (see Figure 1-9).
FIGURE 1-9
Through consultation and the exchange of information, nurses
demonstrate their roles as autonomous professionals
Today’s health care climate requires nurses to
continually acquire knowledge and skills, and to work
collaboratively with other health care professionals
to deliver safe, competent patient care. In-service
RN standards for practice:
Thinks critically and analyses nursing practice.
Engages in therapeutic and professional relationships.
Maintains the capability for practice.
Comprehensively conducts assessments.
Develops a plan for nursing practice.
Provides safe, appropriate and responsive quality
nursing practice.
7 Evaluates outcomes to inform nursing practice.
(NMBA, 2016)
For more detail, refer to the standards and competencies
presented in Chapter 11.
1
2
3
4
5
6
NURSING HIGHLIGHTS
LEARNING OPPORTUNITIES
Challenging learning opportunities in the employment
setting include:
■ technology development
■ changing nature of health care and nursing science
■ interdisciplinary practice
■ changing delivery systems
■ new equipment and supplies
■ enlarged roles of nursing related to leadership,
management, delegation, supervision, and legal and
ethical demands on practice
■ increased cultural diversity in both workforce and
patient profiles.
education and staff development support the RN
in acquiring, maintaining and increasing skills and
practice to fulfil assigned responsibilities.
Over the past few decades, postgraduate programs
have prepared nurses in Australia and New Zealand for
various roles as advanced practitioners. Nurses are now
completing doctorates and contributing to improved
nursing practices and patient care. Lifelong learning
is essential to career development and competency
achievement in nursing practice. They are also required
to know how to obtain and use evidence-based
knowledge to achieve quality health care outcomes for
people and the community. Technology has expanded
the delivery and scheduling flexibility of continuing
education for nurses in different geographic sites.
Accessibility to continuing education permits nurses
to be flexible, factual, futuristic and functional critical
thinkers. Refer to Chapter 4 for further clarification of
critical thinking in nursing practice.
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The background of nursing education and
professionalisation naturally progresses to the
exploration of the theoretical foundation of nursing
knowledge. This knowledge has defined the nursing
profession in the past and continues to do so. Nursing
has embraced a wide range of concepts and theories
that support its professional identity: the development
of theories and models is a relatively recent aspect of
nursing. Nursing theory provides a perspective from
which to define the what of nursing, to describe the
who of nursing (who is the patient), when nursing is
needed, and to identify the boundaries and goals of
nursing’s therapeutic activities.
Therefore, foundation concepts about nursing
theory and its relevance to professional nursing will be
discussed.
THEORETICAL FOUNDATIONS
Theory is fundamental to effective nursing practice
and research. The use of theory to support practice is
ongoing in nursing care, yet it is not always obvious.
The following section of this chapter identifies some
key points that may already be evident in your
practice or that you plan to implement in future
practice.
What is a ‘theory’?
A theory, by traditional definition, is an organised,
coherent and systematic articulation of a set of
statements related to significant questions in
a discipline that are a set of concepts and their
relationship to each other that offers descriptions,
explanations, and predictions about phenomena.
Meleis (2007, p. 37)
The common reasoning in ‘theory’ is to describe,
explain and predict relationships. A theory not only
helps us to organise our thoughts and ideas, but may
also communicate in a meaningful whole and direct
us in what to do and when and how to do it. Theory
is not confined to an academic context; it is used in
everyday life and conversation. For example, when
telling a friend about a mystery novel you are reading,
you may have said, ‘I have a theory about who
committed the crime’. Or you may have heard a sports
coach saying to the players, ‘I have a theory about
how to improve our performance’. The way in which
this term is used in these statements is a useful way to
think about the meaning of theory.
The basic elements that structure a nursing theory
are ‘concepts’ and ‘propositions’.
What is a ‘concept’?
A concept is the basic building block of a theory. A
concept is a vehicle of thought. It is the term used to
describe that thought or group of thoughts. A concept
labels or names a phenomenon, an aspect of reality
that can be consciously sensed or experienced. It is an
observable fact and assists us in formulating a mental
image of an object or situation. Concepts help us to
name things and occurrences in the world around us
and assist us in communicating with each other about
the world. Independence, self-care and caring are just
a few examples of concepts frequently encountered in
nursing practice.
By its nature, a concept is a socially constructed
label that may represent more than a single
phenomenon. For example, when you hear the word
chair, a mental image that probably comes to mind is
an item of furniture used for sitting. The word chair
could represent many kinds of furniture for sitting,
such as a desk chair, a highchair or an easy chair.
Furthermore, the word chair could also represent the
leader of a committee or the head of a corporation.
The meaning of the word chair depends on the context
in which it is used.
In health care, the concept of wandering may be
represented by words such as aimless and random
movement, disorganised thought processes, and
conversation that is difficult to follow. To be useful,
the multiple meanings that often underlie a concept
must be clearly understood and clearly defined within
the context in which it is used.
It is important to remember that the same concept
may be used differently in various theories. For
example, one nursing theory may use the concept
of environment to mean all that surrounds a human
being (the external environment), whereas another
theory may use this concept to mean the external
environment and all the biological and psychological
components of the person.
What is a ‘proposition’?
A proposition (another structural element of a theory)
is a statement that proposes a relationship between
concepts. An example of a non-nursing proposition
might be the statement ‘people seem to be happier
in the springtime’. This proposition establishes
a relationship between the concept of happiness
and the time of the year. A nursing propositional
statement linking the concept of helplessness and the
concept of loss might be stated as ‘multiple and rapid
losses predispose people to feelings of helplessness’.
Propositional statements in a theory represent
the theorist’s particular view of which concepts fit
together and, in most theories, establish how concepts
affect one another.
Importance of nursing theories
Why are there nursing theories? Nursing practice has
been limited by its long association with task-oriented
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Nursing practice
Nursing theory
CHAPTER 01
work. As nursing education has evolved, there has
been a need to categorise knowledge and to analyse
patient-care situations. This allows the profession
to communicate nursing practice in coherent and
meaningful ways.
Nursing theories can provide a framework for
thought in which to examine situations. As new
situations are encountered, this framework provides a
structure for organisation, analysis, decision-making and
critical thinking. In addition, nursing theories provide
a structure for communicating with other nurses and
with other members of the health care team. Nursing
theories assist the discipline of nursing in clarifying
beliefs, values and goals, and help to define the unique
contribution of nursing to the care of patients.
Nursing theory is not always evident in the
practical environment, but it does have a connection
with nursing research. Knowledge for nursing practice
is developed through nursing research that, in turn,
is used to either test existing theories or to generate
new theories. Nursing research is a means by which
nurses can explore and discover knowledge to advance
nursing practice (Borbasi, Jackson & East, 2019).
Nursing research can directly justify or challenge
nursing practice. The following ‘Evidence-based
practice’ box demonstrates the connection between
theory and research findings and how this can be used
to determine approaches to patient-centred nursing
care in the clinical environment.
The relationship between nursing practice, theory
and research is depicted in Figure 1-10. These processes
are closely related. Nursing practice is the focal point
of the relationship. It provides the raw material for the
ideas that are systematically developed and organised
in the form of nursing theory. The ideas proposed
by nursing theory must be tested and validated
Nursing research
FIGURE 1-10
Process of knowledge development. Nursing practice, theory and research
are interdependent. Nursing theory development and nursing research
activities are directed towards developing nursing practice standards.
through nursing research. In turn, new knowledge
that results from nursing research is used to transform
and inform nursing practice. Alternatively, nursing
practice generates questions that serve as the basis for
nursing research. Nursing research, then, influences
the development of nursing theory that, in turn,
transforms nursing practice. For example, the ‘Neuman
systems model’ (see ‘Betty Newman’ later in this
chapter), provides clear direction for the researcher who
is interested in ‘helping nurses to organize [sic] their
practice regardless of who the clients are …’ (Lowry,
Beckman, Gehrling & Fawcett, 2007, p. 227).
When nurses explore various nursing theories,
they may gain new insights into patient care,
implement new care options, and stimulate innovative
interventions (Meleis, 2017). Theoretical thinking can
enhance and strengthen the role of a nurse. Learning
more about specific nursing theories enables the
EVIDENCE-BASED PRACTICE
Title of study
Findings
Medication competence: a concept analysis
Three defining attributes were identified: pharmacovigilant,
effective skills competence, and interprofessionality.
Antecedents, consequences, and empirical referents of the
concept of medication competence were also highlighted.
Author
M Thelen
Purpose
To provide a thorough concept analysis of medication
competence, within the context of nursing education. Also,
to establish a clear definition of the concept for research
purposes, and to improve the communication and use of the
concept in health care practice.
Methods
The Walker and Avant concept analysis was utilized as
a framework to develop a comprehensive understanding
of the phenomena of medication competence in nursing
education.
15
Implications
This analysis may enhance the ability of nurse educators
to effectively educate and assess medication competence
and validates the importance of further research into
medication competence in nursing students and other health
care specialties. Further, it establishes a starting point for
development of a valid and reliable tool.
THELEN, M. (2022). MEDICATION COMPETENCE: A CONCEPT ANALYSIS. NURSE EDUCATION TODAY, 111, 1–6.
HTTPS://DOI.ORG/10.1016/J.NEDT.2022.105292
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nurse to relate more to one theory than another, or
appreciate the ideas contained in several different
theories. A specific theory may be used to help
guide practice or choose a more eclectic approach
and adopt ideas from several theories. Furthermore,
some theories may be more appropriate for certain
situations. All of these are valid positions to adopt.
As the nurse gains expertise in practice, there is a
potential to develop another nursing theory.
SCOPE OF THEORIES
and predictions put forth in a middle-range theory
are intended to answer questions about nursing
phenomena, yet they do not cover the full range of
phenomena of concern to the discipline. A middlerange theory provides a perspective from which
to view complex situations and a direction for
interventions (Smith & Parker, 2014). An example
of a middle-range theory is Peplau’s ‘theory of
interpersonal relations’ (see ‘Hildegard Peplau’ later
in this chapter).
Micro-range theories
Three different categories relate to the scope of
theories: grand theories, middle-range theories
and micro-range theories. This classification is
applicable to both nursing and non-nursing theories.
Additionally, within a research question, concepts are
more specifically defined and propositions are more
narrowly focused (Peterson & Bredow, 2020). Scope
refers to the relative level of the specifics of a theory
and the concreteness of its concepts and propositions.
Grand theories
A grand theory, also known as a ‘conceptual model’,
focuses on phenomena of concern to the discipline.
It provides a conceptual framework under which the
key concepts and principles of the discipline can be
identified. It is the broadest in scope, representing
the most abstract level of development, and addresses
broad phenomena within a discipline. Typically, a
grand theory is not intended to provide guidance for
the formation of specific nursing interventions, but
rather provides an overall framework for structuring
broad, abstract ideas (Smith & Parker, 2014). An
example of a grand theory is Jean Watson’s ‘theory of
caring’ (see ‘Jean Watson’ later in this chapter).
Middle-range theories
A theory that has a narrower focus than a grand
theory is known as a middle-range theory. It
provides an effective bridge from grand theories
to provide description and explanation of specific
nursing phenomena. Descriptions, explanations
A micro-range theory is the most concrete and
narrow in scope. A micro-range theory is also known
as ‘practice level theory’, owing to the role it plays
in researching situation-specific theory. Based on the
grand and middle-range theories, micro-range theories
view phenomena in the everyday practice of nurse–
patient interactions. An example of a micro-range
theory could be: Adequate social support systems are
effective for children with chronic health conditions.
The theoretical basis of using social support systems
would then be useful for developing policy when
caring for children with chronic health conditions.
EVOLUTION OF NURSING THEORY
The work of early nursing theorists in the 1950s
focused on the traditional and mechanistic tasks of
nursing practice. Attempting to establish nursing
as a credible profession within the prevailing view
of science, many nursing theorists were pioneers
for conceptualising the aims and actions of the
nursing profession during the 1960s through to the
1980s. The challenge was to make nursing practice,
theory and research to match both the science and
the art of nursing. Concepts related to the art of
nursing included the ‘value of caring’, ‘interpersonal
relationships’ and the ‘aesthetics of practice’.
Table 1-2 provides a chronological summary of the
development of nursing’s theory base through the
contributions of noted theorists and influential leaders
in nursing.
TABLE 1-2
Chronology of nursing theory development
DATE
THEORIST
THEORY/PUBLICATIONS
1859
Florence Nightingale
Notes on nursing: what it is and what it is not
1952
Hildegard Peplau
Interpersonal relations in nursing
1964
Basic principles of patient counselling
1992
1955
‘Interpersonal relations: a theoretical framework for application in nursing practice’
Virginia Henderson
Textbook for the principles and practice of nursing (with Bertha Harmer)
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DATE
THEORIST
THEORY/PUBLICATIONS
1966
The nature of nursing: a definition and its implication for practice, research and education
1991
The nature of nursing: reflections after 20 years
1960, 1968, 1973
Faye Abdellah
Patient-centred approaches to care (with Beland, Martin & Matheney)
1961, 1990
Ida Jean Orlando
(Pelletier)
The dynamic nurse–patient relationship
1966, 1971
Joyce Travelbee
Interpersonal aspects of nursing
1969, 1973
Myra Levine
Introduction to clinical nursing
1989
‘The four conservation principles: twenty years later’
1991
‘The conservation principles: a model for health’
1970
Martha Rogers
1980
An introduction to the theoretical basis of nursing
‘Nursing: a science of unitary humans’
1989
‘Nursing: a science of unitary human beings’
1971, 1980, 1988, 1991
Dorothea Orem
1980
Nursing concepts of practice
‘The behavioral systems model for nursing’
1976, 1984
Callista Roy
Introduction to nursing: an adaptation model
1979, 1980
Callista Roy &
Heather Andrews
The Roy adaptation model
1987
Theory construction in nursing: an adaptation model
1991
The Roy adaptation model: the definitive statement
1976
Josephine Paterson &
Loretta Zderad
Humanistic nursing
1978
Madeline Leininger
Transcultural nursing: concepts, theories and practice
1980
Caring: a central focus of nursing
1988
Leininger’s theory of nursing: culture care diversity and universality
1979
Jean Watson
Nursing: the philosophy and science of caring
1985
Nursing: human science and human care
1988
‘New dimensions of human caring theory’
1989
‘Watson’s philosophy and theory of human caring in nursing’
1972
Betty Neuman
1982, 1989, 1995
1981, 1989
‘The Betty Neuman health care systems model: a total person approach to patient problems’
The Neuman systems model
Rosemarie Parse
1998
Man-living-health: a theory of nursing
‘The human becoming school of thought: a perspective for nurses and other health professionals’
1982, 1996
Nola Pender
Health promotion model
A complementary counterpart to the models of health protection theory
2000
Afaf Ibrahim Meleis
Transitions theory: multiple dimensionality of transition experiences
2003
Katherine Kolcaba
The comfort theory
2003
Anne Boykin/Savina
Schoenhofer
The theory of nursing as caring: a model for transforming practice
‘Persons are caring by virtue of their humanness’
Since the early 1950s, many nursing theories have
been systematically developed to help describe, define
and explain nursing. Each of these established theories
provides a unique perspective, and each is distinct
and separate from other nursing theories in its view of
nursing phenomena. An overview of several nursing
theories is presented later in the chapter.
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Reflecting changes in global awareness of health
care needs, several nursing theorists projected
perspectives for nursing unifying the notion of
nursing as both an art and a science. Noted nursing
theorists such as Leininger, Watson, Rogers, Parse
and Newman have urged the discipline of nursing to
embrace the view that is seen as holistic, humanistic,
patient focused and grounded in the notion of caring
as the core of nursing.
Use of theories from other disciplines
In addition to using theories specifically constructed
to describe, explain and predict the phenomena of
concern to nursing, the nursing profession has long
used and acknowledged the value of theories from
other disciplines. A discipline is a field of study.
Theories from biological, physical and behavioural
sciences are commonly used in the practice of nursing.
For example, non-nursing theories such as Maslow’s
‘hierarchy of basic human needs’ and Erikson’s
‘theory of human development’ have been, and
continue to be, useful in nursing practice.
These non-nursing theories are often incorporated
into nursing practice together with specific nursing
theories. When used in conjunction with nursing
theory, a non-nursing theory is transformed by the
unique approach of adopting a nursing perspective.
This perspective provides the specific framework or
viewpoint in which to use theories and knowledge
from other disciplines.
Knowledge development in nursing
Theories represent the most concrete conceptual
component of a discipline. Several theories that share
a common view of the world can be grouped together
to form a paradigm. A paradigm is a particular
viewpoint or perspective. Each discipline has a defined
metaparadigm. The term originates from two Greek
words, meta meaning ‘with’ and paradigm meaning
‘pattern’. A metaparadigm is the unifying force that
names the phenomena of concern to each discipline.
The metaparadigm concepts provide the boundaries
and limitations of a discipline, identify the common
viewpoint that all members of a discipline share, and
help to focus the activities of the members of that
discipline. Disciplines are distinguished from each
other by differing metaparadigm concepts.
Metaparadigm of nursing
Nursing is a complex activity characterised
by relationships. These relationships can be
conceptualised and provide structure. The major
concepts that provide structure to the domain of
nursing are ‘person’, ‘environment’, ‘health’ and
‘nursing’.
NURSING CHECKLIST
• ‘Person’ refers to the recipient of nursing care, which
can involve individuals, families, groups and the wider
community.
• ‘Environment’ is the internal and external surroundings
that influence the person.
• ‘Health’ is the level of wellbeing and wellness of the
person.
• ‘Nursing’ is the characteristics, influences, skills and
actions of the nurse(s) providing care for the person.
These metaparadigm elements name the overall
areas of concern for the nursing discipline. Each
nursing theory presents a slightly different view of the
metaparadigm concepts.
To clearly define the broadness that a
metaparadigm offers a discipline, consider for a
moment the different nursing practice required
by a school nurse, an emergency room nurse or a
psychiatric nurse. Though they care for different
groups within our community, they still have some
unifying factors. They all work as RNs and have
a shared professional identity. Regardless of the
setting or the type of person involved, each nurse
is concerned with the person, environment, health
and nursing. Nursing’s metaparadigm is shared by all
nurses despite differences in their individual practices.
Nursing’s metaparadigm can be distinguished
from that of other helping professions. For
example, the metaparadigm of medicine focuses on
pathophysiology and the curing of disease. Nursing’s
metaparadigm is broader and focuses on the person,
health, the environment and the practices of nursing.
The metaparadigm of a discipline identifies
common areas of concern. A paradigm is a particular
way of viewing the phenomena of concern that
have been delineated by the metaparadigm of the
discipline. The term ‘paradigm’ stems from the
seminal work of Kuhn (1970), who referred to a
paradigm as a worldview of a discipline of study.
Paradigms in nursing
The ‘prevailing paradigm’ in a discipline represents
the dominant viewpoint of concepts. This viewpoint
is supported by theories and research that for the
time being adequately address the concerns of the
discipline. By consensus, the community of scholars
in a discipline accepts and agrees on a particular
viewpoint or worldview. When new theories and
research surface that challenge the prevailing
paradigm, a new paradigm emerges to compete with
the prevailing worldview.
To explore the relationship between
metaparadigms, paradigms and theories, refer to
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Figure 1-11. In this figure there are two paradigms.
The first is the totality paradigm, which is centred
on the person, who is defined as a combination
of biological, psychological, social and spiritual
features, and who is in constant interaction with
the environment to accomplish goals and maintain
balance. (Note: many of the nursing theories developed
to date have a view of the discipline of nursing that
fits the totality paradigm.)
Metaparadigm concepts
(person, environment, health, nursing)
Paradigms
Totality
paradigm
Simultaneity
paradigm
Examples
of theories
Examples of
theories
Imogene King
Dorothea Orem
Sr Callista Roy
Betty Neuman
Madeleine Leininger
Jean Watson
Martha Rogers
Rosemarie Parse
Margaret Newman
(Parse, 2000). Nursing’s goals in the simultaneity
paradigm focus on the quality of life from the person’s
perspective. Designation of illness by societal norms
is not a significant factor. The authority and prime
decision maker regarding nursing is the person, not
the nurse (Parse, 2000).
Clearly, these two paradigms represent very
different viewpoints. These differences give rise to
different methods of inquiry and practice and provide
sufficient scope to encompass all disciplinary activities.
Theory development and research continue within
the discipline of nursing. Some nursing scholars argue
about the structural elements of the discipline, some
debate the value of competing paradigms, and some
present alternative metaparadigm elements. Yet with
all the uncertainty that is created by these questions
and alternative ideas, the ongoing dialogue promotes
the development of nursing as a profession with
person-centredness remaining the goal of practice.
SELECTED NURSING THEORIES
FIGURE 1-11
Hierarchy of knowledge development in nursing. In the hierarchical
arrangement of knowledge development in a discipline, the
metaparadigm concepts are the most abstract. Theories represent the
most concrete level in this hierarchy.
In the competing paradigm, the simultaneity
paradigm, the person–environment interaction is
viewed very differently. The simultaneity paradigm is
centred on understanding that humanity cannot be
separated from the entirety of the universe, as both
change continuously in innovative, unpredictable
ways whereby health is defined by the individual
This chapter identifies many nursing theories,
frameworks and models. Further examination of
selected theories will discuss the concepts of each (see
Table 1-3). The theories discussed have been selected
because they represent the development of nursing’s
scientific thought. As previously discussed, nursing
theories serve several essential purposes to enhance
nursing’s scientific knowledge. According to DonohuePorter (2014, p. 331), ‘theory can improve care for our
patients, build bridges across disciplines, demonstrate
vitality for the profession for students, and strengthen
nursing interrelationships’. Examples are provided
throughout the following discussion regarding the
contributions of nursing theories to nursing practice,
education and research. Many nursing theories
relating to midwifery and mental health nursing
are not included but are of significance. Some of
the theories complement the nursing process (see
Chapters 4–9 for detailed information on this topic).
TABLE 1-3
Summary of selected nursing theorists’ major concepts
THEORIST AND MODEL
PERSON
ENVIRONMENT
HEALTH
NURSING
Nightingale (1859)
Environmental theory
Physical, intellectual and
spiritual being unable to
manipulate the environment
to promote health
Physical elements that
affect the healing process:
cleanliness, light, pure air
and water, comfort
State of wellbeing using
one’s powers to the
fullest extent
To facilitate healing
and restore health by
manipulating the person’s
environment
Peplau (1952)
Interpersonal process
Developing organism
living in an unstable
equilibrium and striving to
reduce anxiety
External factors and
significant others
Interpersonal processes
that facilitate forward
movement of the
personality
To develop interaction
between the nurse and the
person
Henderson (1955)
Basic needs
Biological being, with oneness
of mind and body, who has
14 fundamental needs
The aggregate of all
external conditions affecting
life and development
Wholeness; the ability to
function independently in
relation to 14 needs
To assist the person
(well and sick) to perform
the 14 essential functions
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THEORIST AND MODEL
PERSON
ENVIRONMENT
HEALTH
NURSING
Levine (1969)
Conservation theory
Who the person knows
themself to be
Context in which the person
lives his or her life
Response of the person
to the environment
To use conversation
activities aimed at
optimising the person’s
resources
Rogers (1970)
Science of unitary beings
A unified, irreducible whole;
more than the sum of the
parts
Pandimensional energy field
integral with the human
energy field
Patterns of living in
harmony with the
environment; defined by
the culture or individual
Science and art; the art
of nursing is the creative
use of science for human
betterment
Orem (1971)
Self-care deficit theory
A unity who functions
biologically, symbolically
and socially, and whose
functioning is linked with
the environment
Linked to the individual,
forming an integrated
system
State in which the
individual is structurally
and functionally whole
A triad of interrelated
action systems
Roy (1976)
Adaptation model
Bio-psychosocial being
interacting with a dynamic
environment
Internal and external
conditions that surround and
affect individuals
State or process of
being or becoming
an integrated and
whole person through
adaptation
To support the individual’s
adaptation to stimuli
Paterson and Zderad (1976)
Humanistic nursing
Process of becoming in an
environment of time and
space
Awareness of the
individual’s uniqueness and
commonality with others
State of becoming;
wellbeing, rather than
freedom from disease
To respond to human
needs and build humanistic
nursing science
Leininger (1978)
Transcultural caring theory
Caring, cultural beings
Interrelated, interdependent
systems of a society
State of wellbeing that is
culturally defined
To provide care; caring
is the central, unifying
domain for nursing
knowledge and practice
Neuman (1972/1995)
Systems model
Holistic patient; dynamic
composite of interrelationships
among physiological,
psychological, sociocultural,
developmental and spiritual
variables
Internal and external factors
affecting and affected by
the system
Health and wellness are
a condition or degree of
system stability
To assist patient
adjustments required for
an optimal wellness level
through accuracy in the
assessment of effects
and possible effects of
environmental stressors
Watson (1979/1989)
Human caring theory
Person possesses three
spheres: mind, body and
soul; strives to actualise the
higher self
Internal and external
variables
Unity and harmony within
the mind, body and soul
To assist people attain
a higher degree of
harmony by offering caring
relationships that patients
can use for personal
growth and development
Parse (1981/1995)
Human becoming theory
An open being, coexisting
with the environment
Inseparable from the
individual; humans and the
environment interchange
energy and influence
one another’s rhythmical
patterns of relating
An open process
of becoming that
encompasses a lived
experience, synthesis
of values, and rhythmic
process of being or
becoming
A discipline, the practice
of which is a performing art
Nightingale’s nursing theory
Nightingale did not develop a theory of nursing
as theory is defined today (see ‘Scope of theories’),
but she provided the nursing profession with the
philosophical basis from which other theories have
emerged and developed. Nightingale’s ideas about
nursing have guided both theoretical thought and
actual nursing practice throughout the history of
modern nursing.
Nightingale considered nursing like a religious
calling, one to be answered only by women with
an all-consuming and passionate response. She
considered nursing to be both an art and a science
(Nightingale, 1946).
Her writings did not focus on the nature of the
person but did stress the importance of caring for
the ill person rather than caring for the illness. In
Nightingale’s view, the person was a passive recipient
of care, and nursing’s primary focus was on the
manipulation of the person’s environment to maintain
or achieve a state of health (Nightingale, 1946).
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Early nursing theories
The development of nursing’s theoretical base
has progressed in a methodical and systematic,
albeit slow, fashion. Knowledge development is an
ongoing process that is often influenced by driving
forces outside the discipline of nursing. The early
nurse theorists were not attempting to address the
metaparadigm concepts because initial consensus on
these had not yet been achieved. Rather, these theories
were attempting to answer the question ‘What is
nursing?’
Hildegard Peplau
Hildegard Peplau, a psychiatric nurse, combined her
research and experience to develop the ‘theory of
psychodynamic nursing’, published in Interpersonal
relations in nursing (1952). Drawing from her own
knowledge and that from other disciplines, Peplau
defined the concepts and stages involved in the
development of the patient relationship. From that
relationship, she identified the roles of the nurse as
stranger, resource person, teacher, leader, surrogate
and counsellor.
Peplau developed a middle-range theory with
a focus on both nursing and the person without
incorporating all aspects of the metaparadigm into her
theory. Although other theories may view the nurse–
patient relationship differently, the primacy of this
relationship in nursing has remained.
Virginia Henderson
Virginia Henderson’s definition of nursing first
appeared in 1955.
The unique function of the nurse is to assist
the individual, sick or well, in the performance
of those activities contributing to health or its
recovery (or to a peaceful death) that he would
perform unaided if he had the necessary strength,
will, or knowledge. And to do this in such a way
as to help him gain independence as rapidly as
possible.
Henderson (1966, p. 15)
Henderson attempted to identify those basic
human needs viewed as the basis of nursing
care. These needs include the need to maintain
physiologic balance, to adjust to the environment,
to communicate and participate in social interaction,
and to worship according to one’s faith. Henderson’s
‘14 basic needs’ were published in the Textbook of the
principles and practice of nursing. Henderson viewed the
nursing role as helping the person from dependence
to independence. As an early nursing theorist, she did
not intend to develop a theory of nursing, but rather
attempted to define the unique focus of nursing.
Henderson’s emphasis on basic human needs as the
central focus of nursing practice has led to further
theory development regarding the needs of the person
and how nursing can assist in meeting those needs
(Fawcett & DeSanto-Madeya, 2013).
Faye Abdellah
Faye Abdellah expanded Henderson’s 14 needs
into ‘21 problems’ that she believed would serve
as a knowledge base for nursing. Throughout her
career, she strongly supported the idea that nursing
research would be the key factor in helping nursing
to emerge as a true profession (Fawcett & DeSantoMadeya, 2013). This foundational research identified
common needs or problems that have supported
the development of what we now know as problem
identification, or nursing diagnoses. For further
information on this topic, refer to Chapter 6.
Joyce Travelbee
Joyce Travelbee, an educator and psychiatric nurse,
was influenced by the philosophy of existentialism,
a movement that is centred on individual existence
in an incomprehensible world, the role that free will
plays in it, and the search to find meaning in life’s
experiences. She extensively developed the ideas
of ‘sympathy’, ‘empathy’ and ‘rapport’ in which
the nurse could begin to comprehend and relate
to the uniqueness of others. Her work focused on
the human-to-human relationship and on finding
meaning in experiences, such as pain, illness and
distress (Fawcett & DeSanto-Madeya, 2013). Travelbee
based most of her theory on her own experiences
and readings, and first published her 1966 work in
Interpersonal aspects of nursing.
Josephine Paterson and Loretta Zderad
The work of Josephine Paterson and Loretta Zderad,
like that of Travelbee, emphasised the humanistic
and existential basis of nursing practice. Their theory
encompasses the person’s state of wellness rather than
freedom from disease. According to Paterson and
Zderad, theory developed from the practice of nursing.
Although Paterson and Zderad had some impact with
their theory, they did not gain wide popularity and
application in nursing.
The work of these three theorists most
appropriately fits the simultaneity paradigm (Fawcett
& DeSanto-Madeya, 2013). Theorists such as Watson,
Rogers, Parse, Fitzpatrick and Newman, who have an
existential orientation, are rediscovering the merits of
Travelbee, Paterson and Zderad.
Contemporary nursing theories
Early nursing theorists attempted to answer the
question ‘What is nursing?’ Contemporary theorists
address the metaparadigm concepts in more depth,
focus more specifically on nursing actions, and
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attempt to answer, ‘When is nursing needed?’ The
work of theorists such as Levine, Orem and Roy form
the theoretical basis for many interventions in current
nursing practice.
Myra Levine
Myra Levine’s conservation theory is directly
grounded in nursing practice. Levine advocated
in 1969 that nursing is a human interaction and
proposed four conservation principles to describe,
explain and predict the phenomena of concern to
nursing. Levine (1989) published a substantial change
and clarification about her theory, ‘The conservation
principles: twenty years later’ (1989). Conservation is
derived from a Latin word meaning ‘to keep together’.
Levine believed in the wholeness of the human being,
and the primary focus of conservation is to maintain
that wholeness. Levine viewed nursing as assisting
people with the conservation of their uniqueness
by helping them to adapt appropriately. These
principles are designed to link concepts to a cohesive
framework within which nursing practice in different
environments can be performed (Levine, 1996).
In Levine’s view, the person is who the person
knows themself to be, and the environment is the
context in which the person lives their life. In
addition, health is socially defined, and the goal of
nursing is based on the four conservation principles.
The four conservation principles are: ‘conservation
of energy’, ‘conservation of structural integrity’,
‘conservation of personal integrity’ and ‘conservation
of social integrity’. Levine did not operationally define
and relate the metaparadigm concepts in her theory
because her original work was initially intended to
be a medical-surgical nursing textbook and not a
developed nursing theory.
Levine’s theory is pragmatic, and the conservation
principles can be applied to most nursing situations.
Her theory, which is congruent with the characteristics
of the totality paradigm, is appropriate for use in
situations in which the nurse has had either long-term
or short-term relationships.
Dorothea Orem
In attempting to plan a nursing curriculum for
licensed practical nurses, Dorothea Orem was
searching for a practical framework to organise
nursing knowledge. She focused on the questions
‘What is nursing?’ and ‘When do people need nursing
care?’ and from this she derived that people need
nursing when they are unable to care for themselves.
In 1971, she presented the ‘self-care deficit theory’ of
nursing in the book Nursing concepts of practice and
continually revised and updated her theory until her
death in 2007.
Orem’s theory incorporates the medical model
rather than rejects it, centres on the individual, is
problem oriented, and is easily adaptable in varied
clinical situations. As a grand theory, it has three
interconnecting theories: ‘theory of self-care’, ‘theory
of self-care deficit’ and ‘theory of nursing systems’.
Self-care is a learned behaviour and a deliberate action
in response to a need (Orem, 1991).
This theory implies that nursing care is needed
when people are affected by limitations that do
not allow them to meet their self-care needs. The
relationship between the nurse and the person is
established when a self-care deficit is present. Self-care
deficits, not medical diagnoses, determine the need
for nursing care.
This is a compensatory nursing system, where
both the nurse and person perform care measures.
For example, the nurse can assist the post operative
person to ambulate. They may bring in a meal tray
for the person who is able to feed themself. The nurse
compensates for what the person cannot do. In the
supportive-educative nursing system, actions are
to help people develop their own self-care abilities
through knowledge, support and encouragement.
They must learn and perform their own self-care
activities. The supportive-educative nursing system
is being used when a nurse guides a new mother to
breastfeed her baby (Orem, 1991).
Orem focused primarily on the needs of the person
and the action of nursing to meet those needs. Lesser
emphasis was placed on defining health and the
environment. Her theory is useful in determining
the kind of nursing assistance needed by the person
and, therefore, has merit as a theory that guides
nursing practice. Orem’s theory is consistent with the
characteristics of the totality paradigm.
Betty Neuman
Betty Neuman was motivated to develop a model to
respond to the expressed needs of graduate students
at the School of Nursing, University of California, as
course content that would present nursing problems
prior to content emphasising nursing problem areas.
The ‘Neuman systems model’ was first published in
1972 as a teaching approach to patient problems
(Neuman, 1995).
The Neuman systems model focuses on
the wellness of the patient system in relation to
environmental stressors and reactions to stressors.
Stressors were categorised as follows:
■
Intrapersonal stressors: those that occur within
■
Interpersonal stressors: those that occur between
individuals
■
Extrapersonal stressors: those that occur outside the
person. (Neuman, 1995)
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Nursing interventions focus on retaining or
maintaining system stability on three preventive
levels:
■
Primary prevention: protecting the normal line of
defence and strengthening the flexible line of
defence.
■
Secondary prevention: strengthening internal lines
of resistance, reducing the reaction, and increasing
resistance factors.
■
Tertiary prevention: readapting, stabilising and
protecting the reconstitution (adaptation to a
stressor) or return to wellness following treatment.
(Neuman, 1995)
The Neuman systems model is consistent with the
characteristics of the totality paradigm.
Madeleine Leininger
Madeleine Leininger first published her ‘theory of
cultural care diversity and universality’, Transcultural
nursing: concepts, theories, and practices, in 1978.
Leininger experienced what she describes as a cultural
shock when she realised that recurrent behavioural
patterns in children appeared to have a cultural
basis. This experience was the catalyst for her idea of
transcultural nursing. The original theory based on her
reflections provides for specific nursing interventions
to assist people of diverse cultures:
■
Cultural care preservation or maintenance: the nurse
accepts and complies with the person’s cultural
beliefs.
■
Cultural care accommodation or negotiation: the nurse
plans, negotiates, and accommodates the person’s
culturally specific food preferences, religious
practices, kinship needs, childcare practices, and
treatment practices.
■
Cultural care repatterning or restructuring: the nurse
is knowledgeable about cultural care and develops
ways to repattern or restructure nursing care to
suit the needs of the person.
Leininger (1991, pp. 41–2)
Transcultural nursing theory has identified
that culturally based care is the essence of nursing
practice because it contributes to healing (health)
and wellbeing and accommodates people who face
dying or death.
Leininger’s theory is consistent with the
characteristics of the totality paradigm.
Refer to Chapter 21 for a comprehensive discussion
of cultural diversity.
CULTURALLY SAFE CARE
Belief systems
Culturally safe care requires the nurse to acknowledge
and deliver care appropriate to the person’s cultural belief
system. This means the nurse needs to hear the person
and consider their world and daily experiences.
Think of reasons why this is an important concept to
develop in your practice as a RN.
Sister Callista Roy
Sister Callista Roy combined general systems theory
with adaptation theory to produce the ‘Roy adaptation
model’. Roy first published her model in the 1970s.
This model has since continued to be refined and
developed. She defines a person as a bio-psychosocial
being in constant interaction with a changing internal
and external environment. Nursing attempts to alter
the environment when the person has challenges
adapting or has an ineffective coping response.
The purposes of adaptation are ‘survival’, ‘growth’,
‘mastery’ and ‘reproduction’. Adaptive responses
contribute to these goals, whereas ineffective
responses may threaten the person’s survival, growth,
reproduction or mastery (Roy & Andrews, 1999).
Roy’s new definition of adaptation is ‘the process
and outcome whereby thinking and feeling persons,
as individuals or in groups, use conscious awareness
and choice to create human and environmental
integration’ (Roy & Andrews, 1999, p. 30).
Roy’s views of the person and the person–
environment interaction represent characteristics of
the totality paradigm.
Theories for the new worldview of nursing
There has been a gradual change in the nursing
paradigm, which is centred on caring. Theories for
the new worldview of nursing describe, explain and
predict the phenomena of concern to nursing from
a unique, more holistic perspective. In this new
worldview, the person has primacy and the patient–
environment interaction is of utmost importance.
Theories by Jean Watson, Martha Rogers and
Rosemarie Parse exemplify the new worldview.
Jean Watson
In the 1980s, Jean Watson developed the ‘theory of
human caring’, which focuses on the art and science
of human caring: ‘Caring is the essence of nursing
and the most central and unifying focus of nursing
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practice’ (Watson, 1985, p. 33). This theory offers a
new way of conceptualising and maximising humanto-human transactions that occur in nursing practice.
Watson’s drive in this theory is to challenge nursing to
create moments of caring through human-to-human
interaction in the fast-paced health care environment
of today.
Martha Rogers
Martha Rogers, a pioneer in the development of
nursing’s unique knowledge base, developed the
highly abstract ‘theory of the science of unitary
human beings’: ‘Nursing is a learned profession: a
science and an art. A science is an organised body of
abstract knowledge. The art involved in nursing is the
creative use of science for human betterment’ (Rogers,
1990, p. 198). Rogers’ contribution to the discipline
of nursing was revolutionary and provided new
directions for the practice of nursing. Rogers (1970)
first presented her ideas in the book An introduction to
the theoretical basis of nursing.
Rogers’ theory is consistent with the principles of
the simultaneity paradigm.
Rosemarie Parse
Rosemarie Rizzo Parse began her work creating a
theory grounded in the human sciences to enhance
nursing knowledge. Initially, Parse’s theory was of
‘man-living-health’, which was first published in 1981
as Man-living-health: a theory of nursing. The theory was
renamed the ‘theory of human becoming’ in 1990.
Parse refined her theory to include a school of thought
in the second edition of her book (1998), The human
becoming school of thought: a perspective for nurses and
other health professionals. The goal of nursing from the
human becoming perspective is quality of life (Parse,
2006).
The principles of the theory of human becoming
are as follows:
■
Structuring meaning multidimensionality (i.e.,
based on the belief that we live in many realms
of the universe all at once) is co-creating reality
through the language of valuing, imaging and
attaching differing degrees of significance.
■
Co-creating rhythmic patterns of relating is living
the paradoxical unity of revealing–concealing and
enabling–limiting while connecting–separating.
This is a movement to greater diversity of
experience.
■
Co-transcending is sharing and reaching out
beyond the self. This is a process of transforming.
Parse’s theory is consistent with the principles of
the simultaneity paradigm.
Katherine Kolcaba
Katherine Kolcaba reflects the changed worldview
in her comfort theory (2003), which returns to the
nursing theory origins of Florence Nightingale who
argued for the importance of the manipulation
of the health care environment to create a caring
environment. Kolcaba argues that health care services
are increasingly centred on technological advances
and machinery to the detriment of the person’s
comfort.
The comfort theory is organised in three forms and
with four contexts of comfort. The three forms are
‘relief’, ‘ease’ and ‘transcendence’. The four contexts
are ‘physical’, ‘psycho-spiritual’, ‘environmental’ and
‘sociocultural’ (Krinsky, Murillo & Johnson, 2014).
Continuing evolution of nursing theory
The context of health care changes daily. Individual
needs and problems often change on a minute-byminute basis. Knowledge, information and technology
in both health care and nursing are growing at
unprecedented rates. Faced with these advances,
nursing strives to preserve the notion of caring in health
care. Theories are needed to organise knowledge and
to guide nursing research, which is then incorporated
into nursing practice.
Clinicians are focused on the delivery of care and
ongoing education assists them to identify and apply
nursing theory. The seeming complexity of theory and
the practicalities of the clinical environment create
division. The nursing process, a model for planning
and defining care, has been integrated into many
nursing frameworks and theories. Throughout your
journey as a student and clinician, you may discover
that specific theories will be more appropriate for
certain clinical situations connecting theory and
practice. In all cases, theories selected for application
to nursing practice should be congruent with your
own beliefs and values and reflect the needs of the
person for whom you provide care.
The current emphasis is to apply existing theories
to practice and expand existing nursing theories
by including concepts such as cultural diversity,
spirituality, family and social change. It is important
to acknowledge that this process is not confined to
nursing theories and utilises a variety of theories and
philosophies from other disciplines. The theories
that are flexible and adaptable to new discoveries in
nursing practices will have the opportunity to develop
and assist in defining professional nursing. Those
theories that are too theoretical or rigid and difficult to
apply or understand in a practical sense will continue
to be ignored by clinically based nurses.
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EVIDENCE-BASED PRACTICE
Title of study
‘Mind the gap’: exploring paediatric nurses’ perceptions of
the theory and practice of caring for children and families
Authors
E Yehene, G Goldzweig, H Simana and A Brezner
Purpose
To investigate how paediatric nurses interpret and
conceptualise theoretical underpinnings and daily practice
scenarios pertaining to their role in pediatric care.
Methods
Paediatric nurses completed surveys in which they were
asked to what extent practices related to paediatric
concepts are expected from their role or are actually
implemented in their clinical work. Survey items were
derived from a nursing textbook which outlines the ‘art of
paediatric nursing’ along with scenarios.
Findings
In both Expected and Actual practices, the highest level
of endorsement was for items focused on core elements
of family-centred care (80–96%), and moderate-low
endorsement levels were observed for items related to
therapeutic relationship management and emotional
boundaries. A factor analysis yielded 12 factors representing
themes related to paediatric nursing. However, the division
of items per factor indicated diffusion between key concepts
and a discrepancy between theory and practice, especially
in regard to maintaining emotional separateness and
objectivity, advocacy, managing conflicts within the nursechild-family triad, and navigating oneself boundaries.
Implications
Nurses’ ability to manage and contain various types of
unclear boundaries is crucial for optimal care provision
when working with children and families. Variability in
nurses’ theoretical role-perception and practical care
provision is largely attributed to the way they navigate
various ambiguous boundaries in practice and this could
be a focal point in educational programs and on-the-job
training.
EHENE, E., GOLDZWEIG, G., SIMANA, H. & BREZNER, A. (2022). ‘MIND THE GAP’: EXPLORING PEDIATRIC NURSES’
PERCEPTIONS OF THE THEORY AND PRACTICE OF CARING FOR CHILDREN AND FAMILIES. JOURNAL OF PEDIATRIC
NURSING, 21. DOI: 10.1016/J.PEDN.2021.12.024
CHAPTER RESOURCES
SUMMARY
Nursing is an art and a science in which people are assisted
in learning to care for themselves whenever possible and
cared for when they are unable to meet their own needs.
The professionalisation of nursing has been influenced by
key issues such as: the status of women, the development
of the biomedical model, employment opportunities, class
structures and religion. New Zealand was the first country
to register nurses.
■ As the nursing profession continues to evolve and respond
to the challenges within the health care system, nurses will
remain responsive to societal needs.
■ ‘Concepts’ are abstract vehicles of thought and are the
building blocks of theory, while ‘propositions’ are relational
statements that link concepts together. ‘Theories’ are an
organised, coherent and systematic articulation of a set of
statements related to significant questions. Nursing uses
theories from other disciplines in conjunction with nursing
theory to enhance knowledge, understanding and practice.
■
The complexity of theoretical frameworks is categorised
as ‘grand theory’, ‘middle-range theory’ and ‘micro-range
theory’. Grand theories, or conceptual models, focus on
phenomena of concern to the discipline. Middle-range
theories provide a bridge from grand theories to effectively
describe and explain specific nursing phenomena. Microrange theories view phenomena in the everyday practice of
nurse–patient interactions.
■ The work of early nursing theories focused on the traditional
tasks of nursing. Challenged to create synergy between the
art and science of nursing, nursing theories have developed.
Nursing theorists such as Peplau, Henderson, Orlanda,
Rogers and Orem, to name a few, have created philosophies,
frameworks, models and theories to achieve this synergy.
Contemporary nursing philosophy embraces caring and
nurturance with increasing prominence in recent nursing
theories.
■
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UNIT 01
REVIEW QUESTIONS
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Since the formalisation of nursing, notably with Florence
Nightingale, social and political influences on the role of
nursing have included (select all that apply):
a the cost of living for sick people
b the role of women in society
c technological advances improving health outcomes
d access to clean water, hygiene and employment
e registration and professionalisation of nurses.
In the 19th century, the Anglican High Church nuns:
a began training nurses at St Thomas’ Hospital
b introduced university-based nursing education
c set-up their training school at the Sydney Hospital
d were the dominant model of nursing reform in England
e developed the first nursing theories.
Which was the first country to enact legislation to register
nurses?
a Australia
b New Zealand
c Britain
d United States
e Germany
Identify some of the key moments in the development of
nursing practice and nursing education (select all that apply):
a 1811 Sydney Hospital opens, New South Wales, Australia
b 390–407 early Christianity, deaconesses, like deacons,
also ministered to the sick and poor
c 2011 Royal College of Nursing (RCN) Australia and the
College of Nursing unite to form the Australian College
of Nursing (ACN)
d 1945 the psychiatric nurse qualification is
acknowledged and administered by the Nurses and
Midwifery Board in New Zealand
e 1901 the Nurses’ Registration Act is passed in
New Zealand
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Nursing’s metaparadigm includes:
a concepts, theory, health and environment
b health, clinicians, environment and nursing
c providers, standards, models and patients
d the person, environment, health and nursing
e theory, health, environment and person.
A micro-range theory:
a is composed of concepts representing global and
complex phenomena
b is the most concrete and narrow of theories that
establishes nursing care guidelines
c describes, explains and predicts complex situations
and directs interventions
d provides an overall framework for structuring broad,
abstract ideas
e answers questions about nursing phenomena without
covering the full range of concern to the discipline.
An organised, coherent set of concepts and their
relationship to each other that is proposed to explain a given
phenomenon best defines which of the following options?
a A concept
b A proposition
c A theory
d A discipline
e A paradigm
Why are nursing theories important to the profession?
(select all that apply):
a To guide nursing practice
b To promote problem identification
c To guide nursing research
d To develop a language for nurses
e To define professional nursing practice
SPOTLIGHT ON CRITICAL THINKING
You are on a clinical practicum, It has been argued that nursing
history has been presented from a feminist perspective.
1 How could this have impacted the role of men in the
nursing and midwifery profession?
2 Explain how this could imply that ‘caring’ is a female trait?
3 Explain why you think nursing history, until recently, has
excluded groups of nurses from its history.
You are on a clinical practicum, Nursing history is reflecting a
more comprehensive understanding of nursing practice and
nursing participants. It is now a more complex area of study.
4 Why do you think, from a historical perspective, that it is
important to represent the nursing profession within the
context of society as a whole?
You are on a clinical practicum, Nursing theories sit within
two main paradigms: the ‘totality paradigm’ and ‘simultaneity
paradigm’.
Identify which paradigm of nursing aligns with your
personal beliefs and values.
6 Many nurses state ‘they want to help people’ as a
reason for entering the nursing profession. Explain how
nurses might ‘help’ people who are unwell using one
nursing theorist from the following:
■
grand nursing theory
■
middle-range theory
■
micro-range theory.
You are on a clinical practicum, Both Australian and New
Zealand RNs are subject to standards for practice or
competency domains.
7 Discuss how these are used in nursing practice.
8 Discuss how these assist in curriculum development for
undergraduate degrees and ensure ongoing assessment
of and critical reflection by practising RNs.
5
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It is suggested that you both incorporate an
acknowledgment of cultural diversity and maintain cultural
safety in your nursing practice.
9 Explain what each term means.
10 How can you apply this in your everyday interactions
with patients?
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27
CHAPTER 01
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E v o l uti o n o f nur s in g e d ucati o n an d the o r y
UNIT 01
28
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