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https://t.me/MBS_MedicalBooksStore FOURTH EDITION ESSENTIALS OF Epidemiology IN PUBLIC HEALTH Ann Aschengrau, ScD Professor, Department of Epidemiology Boston University School of Public Health Boston, Massachusetts George R. Seage III, DSc Professor of Epidemiology Harvard T.H. Chan School of Public Health Boston, Massachusetts World Headquarters Jones & Bartlett Learning 5 Wall Street Burlington, MA 01803 978-443-5000 [email protected] www.jblearning.com Jones & Bartlett Learning books and products are available through most bookstores and online booksellers. To contact Jones & Bartlett Learning directly, call 800-832-0034, fax 978-443-8000, or visit our website, www.jblearning.com. Substantial discounts on bulk quantities of Jones & Bartlett Learning publications are available to corporations, professional associations, and other qualified organizations. For details and specific discount information, contact the special sales department at Jones & Bartlett Learning via the above contact information or send an email to [email protected]. Copyright © 2020 by Jones & Bartlett Learning, LLC, an Ascend Learning Company All rights reserved. No part of the material protected by this copyright may be reproduced or utilized in any form, electronic or mechanical, including photocopying, recording, or by any information storage and retrieval system, without written permission from the copyright owner. The content, statements, views, and opinions herein are the sole expression of the respective authors and not that of Jones & Bartlett Learning, LLC. 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Any individuals and scenarios featured in the case studies throughout this product may be real or fictitious, but are used for instructional purposes only. This publication is designed to provide accurate and authoritative information in regard to the Subject Matter covered. It is sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional service. If legal advice or other expert assistance is required, the service of a competent professional person should be sought. 12843-7 Production Credits VP, Product Management: David D. Cella Composition: codeMantra U.S. LLC Director of Product Management: Michael Brown Cover Design: Kristin E. Parker Product Specialist: Carter McAlister Rights & Media Specialist: John Rusk Production Manager: Carolyn Rogers Pershouse Media Development Editor: Shannon Sheehan Associate Production Editor, Navigate: Jamie Reynolds Cover Image (Title Page, Chapter Opener): Senior Marketing Manager: Sophie Fleck Teague © Smartboy10/DigitalVision Vectors/Getty Images Manufacturing and Inventory Control Supervisor: Amy Bacus Printing and Binding: Bang Printing Cover Printing: Bang Printing Library of Congress Cataloging-in-Publication Data Names: Aschengrau, Ann, author. | Seage, George R., author. Title: Essentials of epidemiology in public health / Ann Aschengrau, ScD, Professor of Epidemiology, Boston University School of Public Health, George R. Seage III, ScD, Professor of Epidemiology, Harvard T.H. Chan School of Public Health. Description: Fourth edition. | Burlington, MA : Jones & Bartlett Learning, [2020] | Includes bibliographical references and index. Identifiers: LCCN 2018023772 | ISBN 9781284128352 (paperback) Subjects: LCSH: Epidemiology. | Public health. | Social medicine. | BISAC:  EDUCATION / General. Classification: LCC RA651 .A83 2020 | DDC 614.4–dc23 LC record available at https://lccn.loc.gov/2018023772 6048 Printed in the United States of America 22 21 20 19 18 10 9 8 7 6 5 4 3 2 1 © Smartboy10/DigitalVision Vectors/Getty Images Contents Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .vii Chapter 3 Comparing Disease Acknowledgments . . . . . . . . . . . . . . . . . . . . . . . . . . . . xi Frequencies . . . . . . . . . . . . . . . .57 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .57 Chapter 1 The Approach and Evolution Data Organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .58 of Epidemiology . . . . . . . . . . . . .1 Measures of Comparison . . . . . . . . . . . . . . . . . . . . . . . .61 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1 Direct Standardization . . . . . . . . . . . . . . . . . . . . . . . . . . .69 Definition and Goals of Public Health . . . . . . . . . . . . .2 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .72 Sources of Scientific Knowledge in Public Health . .3 References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .73 Definition and Objectives of Epidemiology . . . . . . . .5 Chapter Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .73 Historical Development of Epidemiology . . . . . . . . .8 Modern Epidemiology . . . . . . . . . . . . . . . . . . . . . . . . . . .27 Chapter 4 Sources of Public Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29 Health Data . . . . . . . . . . . . . . . .77 References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .77 Chapter Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31 Census of the U .S . Population . . . . . . . . . . . . . . . . . . . .78 Chapter 2 Measures of Disease Vital Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .79 Frequency . . . . . . . . . . . . . . . . . .33 National Survey of Family Growth . . . . . . . . . . . . . . . .84 National Health Interview Survey . . . . . . . . . . . . . . . .84 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33 National Health and Nutrition Definition of a Population . . . . . . . . . . . . . . . . . . . . . . . .34 Examination Survey . . . . . . . . . . . . . . . . . . . . . . . . . . .85 Definitions of Health and Disease . . . . . . . . . . . . . . . .36 Behavioral Risk Factor Surveillance System . . . . . . .85 Changes in Disease Definitions . . . . . . . . . . . . . . . . . .37 National Health Care Surveys . . . . . . . . . . . . . . . . . . . .86 Measuring Disease Occurrence . . . . . . . . . . . . . . . . . .39 National Notifiable Diseases Types of Calculations: Ratios, Surveillance System . . . . . . . . . . . . . . . . . . . . . . . . . . .87 Proportions, and Rates . . . . . . . . . . . . . . . . . . . . . . . .40 Surveillance of HIV Infection . . . . . . . . . . . . . . . . . . . . .87 Measures of Disease Frequency . . . . . . . . . . . . . . . . . .41 Reproductive Health Statistics . . . . . . . . . . . . . . . . . . .88 Commonly Used Measures of Disease National Immunization Survey . . . . . . . . . . . . . . . . . . .89 Frequency in Public Health . . . . . . . . . . . . . . . . . . . .51 Survey of Occupational Injuries Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .52 and Illnesses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .89 References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .53 National Survey on Drug Use Chapter Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54 and Health . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .90 iii iv Contents Air Quality System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .90 Overview of Case–Control Studies . . . . . . . . . . . . . 163 Surveillance, Epidemiology and When Is It Desirable to Use a End Results Program . . . . . . . . . . . . . . . . . . . . . . . . . .91 Particular Study Design? . . . . . . . . . . . . . . . . . . . . . 168 Birth Defects Surveillance Other Types of Studies . . . . . . . . . . . . . . . . . . . . . . . . . 170 and Research Programs . . . . . . . . . . . . . . . . . . . . . . .91 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177 Health, United States . . . . . . . . . . . . . . . . . . . . . . . . . . . . .92 References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178 Demographic Yearbook . . . . . . . . . . . . . . . . . . . . . . . .92 Chapter Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179 World Health Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . .92 Chapter 7 Experimental Studies . . . . . . .181 Cancer Incidence on Five Continents . . . . . . . . . . . .93 Other Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .93 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .94 Overview of Experimental Studies . . . . . . . . . . . . . 182 References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .96 Types of Experimental Studies . . . . . . . . . . . . . . . . . 185 Chapter Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .97 Study Population . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190 Sample Size . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191 Chapter 5 Descriptive Epidemiology . . . .99 Consent Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .99 Treatment Assignment . . . . . . . . . . . . . . . . . . . . . . . . 192 Person . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 Use of the Placebo and Masking . . . . . . . . . . . . . . . 196 Place . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102 Maintenance and Assessment Time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104 of Compliance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197 Disease Clusters and Epidemics . . . . . . . . . . . . . . . . 105 Ascertaining the Outcomes . . . . . . . . . . . . . . . . . . . . 200 Ebola Outbreak and Its Investigation . . . . . . . . . . . 110 Data Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202 Uses of Descriptive Epidemiology . . . . . . . . . . . . . . 116 Generalizability . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205 Generating Hypotheses About Special Issues in Experimental Studies . . . . . . . . . 205 Causal Relationships . . . . . . . . . . . . . . . . . . . . . . . . 116 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207 Public Health Planning and References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207 Evaluation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117 Chapter Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209 Example: Patterns of Mortality in the United States According to Age . . . . . . . 118 Chapter 8 Cohort Studies . . . . . . . . . . . . .211 Overall Pattern of Mortality . . . . . . . . . . . . . . . . . . . . 121 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211 Examples: Three Important Causes Cohort Study Definitions and Overview . . . . . . . . 212 of Morbidity in the United States . . . . . . . . . . . . 129 Types of Populations Studied . . . . . . . . . . . . . . . . . . 213 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144 Characterization of Exposure . . . . . . . . . . . . . . . . . . . 215 References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145 Follow-Up and Outcome Chapter Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150 Assessment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215 Timing of Cohort Studies . . . . . . . . . . . . . . . . . . . . . . 216 Chapter 6 Overview of Epidemiological Issues in the Selection of Cohort Study Designs . . . . . . . . . . . . .153 Study Populations . . . . . . . . . . . . . . . . . . . . . . . . . . . 218 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153 Sources of Information . . . . . . . . . . . . . . . . . . . . . . . . 224 Overview of Experimental Studies . . . . . . . . . . . . . 156 Analysis of Cohort Studies . . . . . . . . . . . . . . . . . . . . . 229 Overview of Cohort Studies . . . . . . . . . . . . . . . . . . . . 159 Special Types of Cohort Studies . . . . . . . . . . . . . . . . 231 Contents v Strengths and Limitations of Controlling for Confounding Cohort Studies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232 in the Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233 Residual Confounding . . . . . . . . . . . . . . . . . . . . . . . . . 309 References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234 Assessment of Mediation . . . . . . . . . . . . . . . . . . . . . . 310 Chapter Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 311 References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 312 Chapter 9 Case–Control Studies . . . . . . .237 Chapter Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 313 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237 The Changing View of Case–Control Studies . . . 238 Chapter 12 Random Error . . . . . . . . . . . .315 When Is It Desirable to Use the Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 315 Case–Control Method? . . . . . . . . . . . . . . . . . . . . . . 242 History of Biostatistics in Public Health . . . . . . . . . 316 Selection of Cases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 244 Precision . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 317 Selection of Controls . . . . . . . . . . . . . . . . . . . . . . . . . . 247 Sampling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 319 Sources of Exposure Information . . . . . . . . . . . . . . . 252 Hypothesis Testing and P Values . . . . . . . . . . . . . . . 320 Analysis of Case–Control Studies . . . . . . . . . . . . . . . 255 Confidence Interval Estimation . . . . . . . . . . . . . . . . 326 The Case–Crossover Study: P-Value Function . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 329 A New Type of Case–Control Study . . . . . . . . . . 258 Probability Distributions . . . . . . . . . . . . . . . . . . . . . . . 330 Applications of Case–Control Studies . . . . . . . . . . 260 Hypothesis-Testing Statistics . . . . . . . . . . . . . . . . . . . 336 Strengths and Limitations of Case–Control Studies . . . . . . . . . . . . . . . . . . . . . 261 Confidence Intervals for Measures of Disease Frequency and Association . . . . . . . . . 339 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262 Sample Size and Power Calculations . . . . . . . . . . . 345 References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 346 Chapter Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 265 References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 348 Chapter 10 Bias . . . . . . . . . . . . . . . . . . . . .267 Chapter Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 349 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 267 Chapter 13 Effect Measure Overview of Bias . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 268 Modification . . . . . . . . . . . . .351 Selection Bias . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270 Information Bias . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 278 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 351 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 291 Definitions and Terms for Effect References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 292 Measure Modification . . . . . . . . . . . . . . . . . . . . . . . 352 Chapter Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 292 Effect Measure Modification Versus Confounding . . . . . . . . . . . . . . . . . . . . . . . . 353 Chapter 11 Confounding . . . . . . . . . . . . .295 Evaluation of Effect Measure Modification . . . . . . 354 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 295 Synergy and Antagonism . . . . . . . . . . . . . . . . . . . . . . 359 Definition and Examples of Confounding . . . . . . 295 Choice of Measure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 360 Confounding by Indication and Severity . . . . . . . 301 Evaluating Effect Measure Modification and Confounding in Stratified Analyses . . . . . . . . . . 361 Controlling for Confounding: General Considerations . . . . . . . . . . . . . . . . . . . . . 302 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 362 Controlling for Confounding References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 363 in the Design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 302 Chapter Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 363 vi Contents Chapter 14 Critical Review of Predictive Value: A Measure of Epidemiological Studies . . .367 Screening Program Feasibility . . . . . . . . . . . . . . . 431 Evaluating a Screening Program . . . . . . . . . . . . . . . 434 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 367 Bias . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 434 Guide to Answering the Critique Questions . . . . 369 Selecting an Outcome . . . . . . . . . . . . . . . . . . . . . . . . . 437 Sample Critiques of Epidemiological Studies . . . 378 Study Designs to Evaluate Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 391 Screening Programs . . . . . . . . . . . . . . . . . . . . . . . . . 438 References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 391 Examples of the Effect of Screening on Public Health . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 440 Chapter 15 The Epidemiological Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 442 Approach to Causation . . . . .393 References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 444 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 393 Chapter Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 445 Definitions of a Cause . . . . . . . . . . . . . . . . . . . . . . . . . . 395 Characteristics of a Cause . . . . . . . . . . . . . . . . . . . . . . 397 Chapter 17 Ethics in Research Involving Risk Factors Versus Causes . . . . . . . . . . . . . . . . . . . . . 398 Human Participants . . . . . . .449 Historical Development of Disease Causation (Contributed by Molly Pretorius Holme) Theories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 399 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 449 Hill’s Guidelines for Assessing Causation . . . . . . . 402 Historical Perspective . . . . . . . . . . . . . . . . . . . . . . . . . . 450 Use of Hill’s Guidelines by Epidemiologists . . . . 407 International Ethical and Research Sufficient-Component Cause Model . . . . . . . . . . . 408 Practice Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . 457 Why Mainstream Scientists Believe That The U .S . Regulatory Framework for Human HIV Is the Cause of HIV/AIDS . . . . . . . . . . . . . . . . . 411 Subjects Research . . . . . . . . . . . . . . . . . . . . . . . . . . . 458 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 414 Limitations Posed by Ethical Requirements . . . . . 460 References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 415 Contemporary Examples . . . . . . . . . . . . . . . . . . . . . . 460 Chapter Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 416 The Informed Consent Process . . . . . . . . . . . . . . . . . 461 Chapter 16 Screening in Public Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 466 Health Practice . . . . . . . . . . .419 References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 466 Chapter Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 467 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 419 Natural History of Disease . . . . . . . . . . . . . . . . . . . . . . 420 Chapter 18 A nswers to Chapter Definition of Primary, Secondary, and Questions (Chapters 1–17) . . .469 Tertiary Prevention . . . . . . . . . . . . . . . . . . . . . . . . . . 421 Appropriate Diseases for Screening . . . . . . . . . . . . 423 Characteristics of a Screening Test . . . . . . . . . . . . . 426 Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .493 Lead Time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 430 Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .503 © Smartboy10/DigitalVision Vectors/Getty Images Preface What is epidemiology, and how does it con- University. Not only have our students suc- tribute to the health of our society? Most peo- cessfully mastered the material, but they ple don’t know the answer to this question. have also found that the new ideas enhanced This is somewhat paradoxical because epide- their understanding of epidemiology and its miology, one of the basic sciences of public application. health, affects nearly everyone. It affects both In addition to providing an up-to-date the personal decisions we make about our lives education, we have taught our students the and the ways in which governments, public necessary skills to become knowledgeable con- health agencies, and medical organizations sumers of epidemiological literature. Gaining make policy decisions that affect how we live. competence in the critical evaluation of this In recent years, the field of epidemiology literature is particularly important for public has expanded tremendously in size, scope, and health practitioners because they often need to influence. The number of epidemiologists has reconcile confusing and contradictory results. grown rapidly along with the number of epide- This textbook reflects our educational miology training programs in schools of pub- philosophy of combining theory and prac- lic health and medicine. Many subspecialties tice in our teaching. It is intended for pub- have arisen to study public health questions, lic health students who will be consumers of from the molecular to the societal level. epidemiological literature and those who will Recent years have also witnessed an be practicing epidemiologists. The first five important evolution in the theory and meth- chapters cover basic epidemiological con- ods of epidemiological research and analy- cepts and data sources. Chapter 1 describes sis, causal inference, and the role of statistics the approach and evolution of epidemiology, (especially P values) in research. including the definition, goals, and histori- Unfortunately, few of these changes have cal development of epidemiology and public been taught in introductory epidemiology health. Chapters 2 and 3 describe how epi- courses, particularly those for master’s-level demiologists measure and compare disease students. We believe this has occurred mainly occurrence in populations. Chapter 4 charac- because instructors have mistakenly assumed terizes the major sources of health data on the the new concepts were too difficult or arcane U.S. population and describes how to interpret for beginning students. As a consequence, these data appropriately. Chapter 5 describes many generations of public health students how epidemiologists analyze disease patterns have received a dated education. to understand the health status of a popula- Our desire to change this practice was the tion, formulate and test hypotheses of disease main impetus for writing this book. For nearly causation, and carry out and evaluate health three decades we have successfully taught both programs. traditional and new concepts to our graduate The next four chapters of the textbook students at Boston University and Harvard focus on epidemiological study design. vii viii Preface Chapter 6 provides an overview of study and application of guidelines to ensure the designs—including experimental, cohort, ethical conduct of studies involving humans. case–control, cross-sectional, and ecological Up-to-date examples and data from the epi- studies—and describes the factors that deter- demiological literature on diseases of public mine when a particular design is indicated. health importance are used throughout the Each of the three following chapters provides book. In addition, nearly 50 new study ques- a detailed description of the three main ana- tions were added to the fourth edition. lytic designs: experimental, cohort, and case– Our educational background and research control studies. interests are also reflected in the textbook’s The next five chapters cover the tools outlook and examples. Ann Aschengrau students need to interpret the results of epide- received her doctorate in epidemiology from miological studies. Chapter 10 describes bias, the Harvard School of Public Health in 1987 including how it influences study results and and joined the Department of Epidemiology at the ways in which it can be avoided. Chapter the Boston University School of Public Health 11 explains the concept of confounding, meth- shortly thereafter. She is currently Professor, ods for assessing its presence, and methods Associate Chair for Education, and Co- Director for controlling its effects. Chapter 12 covers of the Master of Science Degree Program in random error, including hypothesis testing, Epidemiology. For the past 30 years, she has P-value and confidence interval estimation taught introductory epidemiology to mas- and interpretation, and sample size and power ter’s-level students. Her research has focused calculations. We believe this chapter provides on the environmental determinants of disease, a balanced view of the appropriate role of sta- including cancer, disorders of reproduction and tistics in epidemiology. Chapter 13 covers the child development, and substance use. concept of effect measure modification, an George R. Seage III received his doctor- often neglected topic in introductory texts. It ate in epidemiology from the Boston Univer- explains the difference between confounding sity School of Public Health in 1992. For more and effect measure modification and describes than a decade, he served as the AIDS epide- the methods for evaluating effect measure miologist for the city of Boston and as a fac- modification. Chapter 14 pulls together the ulty member at the Boston University School information from Chapters 10 through 13 by of Public Health. He is currently Professor providing a framework for evaluating the liter- of Epidemiology at the Harvard T.H. Chan ature as well as three examples of epidemiolog- School of Public Health and Director of the ical study critiques. Harvard Chan Program in the Epidemiology Chapter 15 covers the epidemiological of Infectious Diseases. For over 30 years, he approach to causation, including the historical has taught courses in HIV epidemiology to development of causation theories, Hill’s guide- master’s and doctoral students. His research lines for assessing causation, and the sufficient- focuses on the biological and behavioral deter- component cause model of causation. Chapter minants of adult and pediatric HIV transmis- 16 explains screening in public health practice, sion, natural history, and treatment. including the natural history of disease, char- Drs. Aschengrau and Seage are happy acteristics of diseases appropriate for screen- to connect with instructors and students via ing, important features of a screening test, and email ([email protected] and gseage@hsph methods for evaluating a screening program. .harvard.edu). Also check out Dr. Aschengrau’s Finally, Chapter 17 describes the development Twitter feed @AnnfromBoston. Preface ix ▸ New to This Edition ■ Introduction of the latest epidemiological terms and methods ■ Completely updated with new examples ■ New figures depicting epidemiological and the latest references and public health concepts statistics ■ Expanded ancillary materials, including ■ New section on process of investigating improved PowerPoint slides, an enlarged infectious disease outbreaks glossary, and new in-class exercises and ■ New section on the Ebola outbreaks and test questions their investigation in Africa ■ Over 50 new review questions

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