Bennett S, Woods T, Liyanage W M, Smith D L
Department of Epidemiology and Population Sciences, London School of Hygiene and Tropical Medicine, United Kingdom.
World Health Stat Q. 1991;44(3):98-106.
General guidelines are presented for the use of cluster-sample surveys for health surveys in developing countries. The emphasis is on methods which can be used by practitioners with little statistical expertise and no background in sampling. A simple self-weighting design is used, based on that used by the World Health Organization's Expanded Programme on Immunization (EPI). Topics covered include sample design, methods of random selection of areas and households, sample-size calculation and the estimation of proportions, ratios and means with standard errors appropriate to the design. Extensions are discussed, including stratification and multiple stages of selection. Particular attention is paid to allowing for the structure of the survey in estimating sample size, using the design effect and the rate of homogeneity. Guidance is given on possible values for these parameters. A spreadsheet is included for the calculation of standard errors.
本文给出了在发展中国家进行健康调查时使用整群抽样调查的一般指南。重点在于那些几乎没有统计学专业知识且无抽样背景的从业者可以使用的方法。基于世界卫生组织扩大免疫规划(EPI)所采用的设计,使用了一种简单的自加权设计。涵盖的主题包括样本设计、区域和家庭的随机选择方法、样本量计算以及比例、比率和均值的估计,并给出适合该设计的标准误差。还讨论了扩展内容,包括分层和多阶段选择。在估计样本量时,特别关注考虑调查结构,使用设计效应和同质性率。给出了这些参数可能取值的指导。文中包含一个用于计算标准误差的电子表格。