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CognitiveStrong evidence

Transactional Model of Coping

Lazarus, R. S. & Folkman, S. · 1984

Also known as: Lazarus & Folkman Coping

The transactional model defines coping as the changing cognitive and behavioural efforts a person makes to manage demands appraised as taxing or exceeding their resources. Two appraisals drive the process: primary appraisal asks whether the situation is threatening, and secondary appraisal asks what can be done about it. Coping efforts divide broadly into problem-focused strategies aimed at the situation and emotion-focused strategies aimed at the distress. The model's key claim is that neither family is inherently better — fit matters, with problem-focused coping suiting controllable situations and emotion-focused coping suiting uncontrollable ones.

Model defining coping as cognitive and behavioral efforts to manage demands appraised as taxing or exceeding personal resources. Distinguishes problem-focused (changing the situation) and emotion-focused (managing emotional response) strategies, with no strategy being universally adaptive.

Source:
Lazarus, R. S., & Folkman, S. (1984). Stress, Appraisal, and Coping. New York: Springer.
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Evidence at a glance

Empirical support
Strong evidence
Replication
Well replicated
Cross-cultural
Mostly universal
Meta-analyses
17 indexed
Research domainsHealth psychologyClinical psychologyOccupational healthEmotion research

These ratings summarise the published literature on the theory, not the quality of any single test built on it. They are editorial judgements based on the sources listed below, and they change as evidence accumulates.

Historical Context

Lazarus developed the appraisal framework from the 1960s onward against both the stimulus-based life-events tradition and the psychoanalytic view of coping as fixed defence style. The 1984 book Stress, Appraisal, and Coping consolidated the transactional account and established coping as a process that changes within and across episodes. The Ways of Coping Questionnaire operationalised it, and Carver, Scheier and Weintraub's 1989 COPE inventory and its later Brief-COPE refined the taxonomy into more specific strategies, which is the form most used today.

Constructs

Self-Distraction

Turning to other activities — work, entertainment, daydreaming — to take one's mind off a stressor (Carver, 1997). Within the transactional model of coping (Lazarus & Folkman, 1984) it manages the emotional response rather than the situation, offering relief without changing the demand.

Active Coping

Taking concrete steps to remove or reduce a stressor, concentrating effort on doing something about the situation (Carver, 1997). A problem-focused strategy in the transactional model (Lazarus & Folkman, 1984); it relates to lower distress in adjustment research (Carver, 1997).

Denial

Refusing to believe that the stressor is real, or acting as if it has not happened (Carver, 1997). An avoidance-oriented strategy that relates to higher distress in adjustment research (Carver, 1997).

Substance Use

Using alcohol or other substances to feel better or to get through the situation (Carver, 1997). An emotion-focused avoidance strategy; heavy reliance on it is the coping pattern most often flagged as warranting attention.

Emotional Support

Seeking comfort, understanding, and moral support from other people (Carver, 1997). An emotion-focused use of one's social network, distinct from instrumental support, which seeks help with the problem itself.

Instrumental Support

Seeking advice, information, or practical help from other people about what to do (Carver, 1997). The problem-focused counterpart of emotional support: the network is used to act on the situation rather than to feel better about it.

Behavioral Disengagement

Giving up the attempt to deal with the stressor, or abandoning the goals it interferes with (Carver, 1997). It relates to higher distress in adjustment research (Carver, 1997).

Venting

Expressing negative feelings and letting emotions out to relieve distress (Carver, 1997). An emotion-focused strategy: it can release pressure without in itself addressing the demand that produced it.

Positive Reframing

Reinterpreting the situation in a more positive light, looking for something good in what is happening (Carver, 1997). A meaning-changing strategy that relates to lower distress in adjustment research (Carver, 1997).

Planning

Thinking about how to confront the stressor and devising a strategy before acting (Carver, 1997). A problem-focused strategy and the close companion of active coping: one prepares the action, the other carries it out.

Humor

Making jokes about the situation or treating it with lightness to reduce its weight (Carver, 1997). An emotion-focused strategy that changes the stance toward the stressor rather than the stressor itself.

Acceptance

Accepting the reality of the situation and learning to live with it (Carver, 1997). Within the transactional model, strategies are evaluated by their fit to the situation rather than as universally good or bad (Lazarus & Folkman, 1984), and acceptance is the strategy addressed to what cannot be changed.

Religion/Spirituality

Turning to religious or spiritual beliefs and practices in search of comfort and guidance (Carver, 1997). It can function both as emotional support and as a source of meaning for the situation.

Self-Blame

Criticizing and blaming oneself for what happened (Carver, 1997). It relates to higher distress in adjustment research (Carver, 1997), which distinguishes it from taking responsibility as a step toward action.

Instruments

  • NOESIS Coping Strategies ScaleNOESIS2026

Tests built on this theory

Practical Applications

The model underpins stress-management training and cognitive-behavioural interventions, both of which target appraisal as well as behaviour. In chronic illness and caregiving research it explains why encouraging problem-solving can backfire in situations that are genuinely uncontrollable. In occupational health it informs the distinction between interventions that change the work and interventions that change the worker. For self-knowledge the useful output is a strategy profile matched against controllability, rather than a single coping-effectiveness score.

How It's Measured

Measured with self-report inventories (Brief-COPE and successors) listing specific strategies rated for use in a defined situation or period; reported as a strategy profile, never as a single coping-quality score.

Critiques & Limitations

The problem-focused versus emotion-focused dichotomy is too coarse — emotion-focused lumps together adaptive strategies such as reappraisal with maladaptive ones such as denial and substance use, which is why finer taxonomies replaced it. Retrospective coping questionnaires ask people to recall what they did, and such recall is reconstructive and mood-congruent. Because coping is by definition situational, trait-style coping inventories sit uneasily with the theory they derive from. The literature is also largely correlational, so whether coping causes outcomes or reflects them is often unresolved.

Key Publications

  • Lazarus, R. S. & Folkman, S.. (1984). Stress, Appraisal, and Coping.
  • Carver, C. S., Scheier, M. F. & Weintraub, J. K.. (1989). Assessing coping strategies: A theoretically based approach. 10.1037/0022-3514.56.2.267
  • Carver, C. S.. (1997). You want to measure coping but your protocol's too long: Consider the Brief COPE. 10.1207/s15327558ijbm0401_6

Related Theories

Transactional Model of Coping — definition, evidence and how it is measured | NOESIS