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Indian J Tuberc. 2020 Dec;67(4S):S33-S42. doi: 10.1016/j.ijtb.2020.11.006. Epub 2020 Nov 15.
Surveillance of tuberculosis is one of the oldest disease surveillance systems in the world. This article briefly reviews its history, describes its methods and main results, with a specific focus on low- and middle-income countries, and underlines its main challenges and future prospects. Surveillance of tuberculosis started more than two centuries ago with the recording of tuberculosis mortality in England and Wales. After Koch's discovery of the tubercle bacillus, repeated tuberculin surveys were implemented to monitor infection, and case notification of active disease was progressively established during the 20th century. Because treatment of tuberculosis disease is the key intervention to stop transmission, monitoring of treatment outcome and more recently of drug resistance became integral parts of tuberculosis surveillance. At global level, the World Health Organization (WHO) is publishing a global TB report annually since 1997. Reports present data notified by each country as well as global estimates. Estimates of tuberculosis incidence are based on case notification adjusted by various correction factors, or on derivation from results of tuberculosis prevalence surveys, e.g. in India. In 2018, 10.1 million cases of tuberculosis are estimated to have occurred, among which about 0.5 million were resistant to rifampicin, and an estimated 1.5 million patients died. While global estimates are useful to raise public awareness and attract public and private funding, their uncertainty make them less useful to guide national policies. The backbone of tuberculosis surveillance at national and subnational level is the case notification. Newly diagnosed cases of active disease, whether new or recurrent, are reported with their key characteristics (age, sex, case category, HIV co-infection, drug resistance), and treatment outcomes are reported after scheduled treatment termination. All countries follow internationally standardized definitions. Incidence rates are compared by time to observe trends, by place to compare geographical areas, and by patient's characteristics to identify high-risk groups. The laboratory plays an essential role, since the surveillance of bacteriologically confirmed cases allows the most reliable comparisons, and because of the importance of the identification of drug resistance. The number of patients examined for tuberculosis diagnosis is also a key indicator to monitor case-finding activities. Tuberculosis surveillance is today among the most performant surveillance systems for infectious diseases. The two major changes currently observed are the move from paper-based registers to individual computerized surveillance databases and the multiplication of indicators for documenting progress towards tuberculosis elimination. There is a risk that implementation of these changes be followed by a loss in data quality. All efforts should be made to accompany these changes with adequate quality control. This will only be possible if health care workers are actively involved in the process of data production and analysis.
结核病监测是世界上最古老的疾病监测系统之一。本文简要回顾了其历史,描述了其方法和主要结果,特别关注中低收入国家,并强调了其主要挑战和未来展望。结核病监测始于两个多世纪前,当时记录了英格兰和威尔士的结核病死亡率。在科赫发现结核杆菌后,反复进行结核菌素调查以监测感染情况,并且在 20 世纪逐步建立了活动性疾病的病例报告制度。由于结核病治疗是阻止传播的关键干预措施,因此监测治疗结果以及最近的耐药情况已成为结核病监测的组成部分。在全球范围内,世界卫生组织(WHO)自 1997 年以来每年都在发布一份全球结核病报告。报告提供了每个国家报告的数据以及全球估计数。结核病发病率的估计数基于通过各种校正因素调整的病例报告,或者基于例如印度的结核病患病率调查结果得出。2018 年,估计发生了 1010 万例结核病病例,其中约有 50 万例耐利福平,估计有 150 万患者死亡。虽然全球估计数有助于提高公众意识并吸引公共和私人资金,但由于其不确定性,它们对指导国家政策的作用不大。国家和次国家一级结核病监测的骨干是病例报告。新诊断的活动性疾病病例,无论新发还是复发,均按其主要特征(年龄、性别、病例类别、艾滋病毒合并感染、耐药情况)报告,并在预定治疗结束后报告治疗结果。所有国家都遵循国际标准化定义。通过时间观察趋势进行发病率比较,通过地点比较地理区域,通过患者特征确定高风险群体。实验室起着至关重要的作用,因为对细菌学确诊病例的监测可以进行最可靠的比较,而且因为鉴定耐药性也很重要。用于诊断结核病的患者人数也是监测发现病例活动的关键指标。结核病监测是当今传染病监测系统中最有效的系统之一。目前观察到的两个主要变化是从基于纸质的登记册向个人计算机化监测数据库的转变,以及用于记录向结核病消除迈进的进展情况的指标数量的增加。随着这些变化,数据质量可能会下降。应该尽一切努力在这些变化的同时进行适当的质量控制。只有当医疗保健工作者积极参与数据制作和分析过程时,这才有可能。