Zheng Y J, Liu H Y, Yu B, Hu A Q, Dong Y, Guo Y
Department of Epidemiology/Key Laboratory for Health Technology Assessment, National Health Commission/Key Laboratory of Public Health Safety, Ministry of Education, School of Public Health, Fudan University, Shanghai 200032, China.
Anqing Municipal Hospital of Anhui Province, Anqing 246003, China.
Zhonghua Liu Xing Bing Xue Za Zhi. 2021 Oct 10;42(10):1863-1870. doi: 10.3760/cma.j.cn112338-20201224-01437.
Observation and experiment and their related connotations and concepts remain vague, which affects the correct understanding of research design and the judgment of the validity of causal inference. This article borrows the concept of phase transition in physics, combines causal thinking and causal diagrams, firstly establishes the relationships among the attribute, state, event, and phenomenon, and then identifies two ways with the opposite causal structures to acquire phenomena-human observations and human manipulated experiments. In causal inference, the ways mentioned above, intervention and assignment of exposure are affected by their own causal mechanisms. Finally, intervention is a causal concept, a core link among known phenomena, unknown phenomena available for measurement, and natural causality. Based on this, the two strategies in classifying research design are analyzed, and intervention method and non-intervention method are proposed, as is comprehensive and concise. Observations and experiments provide the basis for all scientific knowledge and should be viewed as concepts with a unified connotation. The accurate classification of research designs based on the law of causality and measurement process may be one of the best options worthy of in-depth study.
观察与实验及其相关内涵和概念仍不明确,这影响了对研究设计的正确理解以及对因果推断有效性的判断。本文借鉴物理学中的相变概念,结合因果思维和因果图,首先建立属性、状态、事件和现象之间的关系,然后识别出两种具有相反因果结构的获取现象的方式——人类观察和人类操纵实验。在因果推断中,上述干预和暴露分配的方式受其自身因果机制的影响。最后,干预是一个因果概念,是已知现象、可测量的未知现象和自然因果关系之间的核心环节。基于此,分析了研究设计分类中的两种策略,提出了干预法和非干预法,全面且简洁。观察和实验为所有科学知识提供了基础,应被视为具有统一内涵的概念。基于因果律和测量过程对研究设计进行准确分类可能是值得深入研究的最佳选择之一。