VanderWeele Tyler J, Hernán Miguel A, Robins James M
Department of Health Studies, University of Chicago, Chicago, IL 60637, USA.
Epidemiology. 2008 Sep;19(5):720-8. doi: 10.1097/EDE.0b013e3181810e29.
We present results that allow the researcher in certain cases to determine the direction of the bias that arises when control for confounding is inadequate. The results are given within the context of the directed acyclic graph causal framework and are stated in terms of signed edges. Rigorous definitions for signed edges are provided. We describe cases in which intuition concerning signed edges fails and we characterize the directed acyclic graphs that researchers can use to draw conclusions about the sign of the bias of unmeasured confounding. If there is only one unmeasured confounding variable on the graph, then nonincreasing or nondecreasing average causal effects suffice to draw conclusions about the direction of the bias. When there are more than one unmeasured confounding variable, nonincreasing and nondecreasing average causal effects can be used to draw conclusions only if the various unmeasured confounding variables are independent of one another conditional on the measured covariates. When this conditional independence property does not hold, stronger notions of monotonicity are needed to draw conclusions about the direction of the bias.
我们给出的结果使研究人员在某些情况下能够确定在控制混杂因素不充分时出现的偏差方向。这些结果是在有向无环图因果框架的背景下给出的,并且用带符号的边来表述。文中提供了带符号边的严格定义。我们描述了关于带符号边的直觉失效的情况,并刻画了研究人员可用于得出关于未测量混杂因素偏差符号结论的有向无环图。如果图上只有一个未测量的混杂变量,那么非递增或非递减的平均因果效应就足以得出关于偏差方向的结论。当有多个未测量的混杂变量时,只有在各种未测量的混杂变量在已测量协变量的条件下相互独立时,非递增和非递减的平均因果效应才能用于得出关于偏差方向的结论。当这种条件独立性属性不成立时,需要更强的单调性概念来得出关于偏差方向的结论。