Computational Statistics and Data Analysis 68 (2013) 52–65
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Computational Statistics and Data Analysis
journal homepage: www.elsevier.com/locate/csda
A reformulation of the aggregate association index using the
odds ratio
Eric J. Beh
∗
, Duy Tran, Irene L. Hudson
School of Mathematical and Physical Sciences, University of Newcastle, Australia
article info
Article history:
Received 29 August 2012
Received in revised form 6 June 2013
Accepted 6 June 2013
Available online 14 June 2013
Keywords:
2 × 2 contingency table
Aggregate association index (AAI)
Chi-squared statistic
Fisher’s criminal twin data
New Zealand voting data (1883–1919)
abstract
Since its inception in the 1950s the odds ratio has become one of the most simple and
popular measures available for analysing the association between two dichotomous vari-
ables. Since the direction and magnitude of the association can be captured in such a simple
measure, its impact has been felt throughout much of scientific research, in particular in
epidemiology and clinical trials. Despite this, its applicability for analysing aggregate data
has rarely been considered. In this paper we shall express a new measure of association
(the aggregate association index, or AAI), in terms of the classic odds ratio. The advantage
of doing so is that we are able to explore the use of the odds ratio in a context for which
it was not originally intended, and that is for the analysis of a 2 × 2 table where only the
aggregate data is known.
Crown Copyright © 2013 Published by Elsevier B.V. All rights reserved.
1. Introduction
The odds ratio remains one of the most simple, influential and diversely used measures of association available to the
analyst. Due to the widespread use of logistic regression, the odds ratio is widely used in many fields of medical and social
science research. It is commonly used in survey research, in epidemiology (Rothman, 2002; Rothman et al., 2008) and to
express the results of some clinical trials, such as in case-control studies (Miettinen, 1976). The odds ratio underpins the
field of meta-analysis (Cheung et al., 2012). Meta analysis is a statistical method used to compare and combine effect sizes
from a pool of relevant empirical studies. It is now a standard approach to synthesise research findings in many disciplines,
including medical and healthcare research, and climate change research (Hudson, 2010) and increasingly in genome-wide
studies (Nakaoka and Inoue, 2009; Kraft et al., 2009; Schurink et al., 2012) and drug discovery (Hudson et al., 2012). The
odds ratio is often used as an alternative to the relative risk measure (Zhang and Yu, 1998; Montreuil et al., 2005; Schmidt
and Kohlmann, 2008; Viera, 2008) in many applications where it is important to measure the strength, and direction, of
the association between two dichotomous variables from a 2 × 2 table. Despite its popularity, using the odds ratio in cases
where only the margins of the 2 × 2 table are available has rarely been considered. One exception to this is Plackett (1977)
who showed that the margins do not provide enough information to make inferences about the cell values. There are a
host of techniques that lie within the ecological inference literature that one may consider for inferring cell values, or some
function of them; none of them, however, consider the odds ratio. For example, King’s (1997) groundbreaking parametric
and non-parametric approaches may be considered. King (1997) also describes the ecological inference problem at length.
Other strategies include Goodman’s (1953) ecological regression, Freedman et al.’s (1991) neighbourhood model, Chamber
and Steel’s (2001) semi-parametric approach, Steel et al.’s (2004) homogeneous model and Wakefield’s (2004) Bayesian
extension of this model. A comprehensive review of these ecological inference techniques, and their application to early
New Zealand gender and voter turnout data was given by Hudson et al. (2010). Wakefield et al. (2011) further discuss
∗
Corresponding author. Tel.: +61 2 4921 5113.
E-mail address: eric.beh@newcastle.edu.au (E.J. Beh).
0167-9473/$ – see front matter Crown Copyright © 2013 Published by Elsevier B.V. All rights reserved.
http://dx.doi.org/10.1016/j.csda.2013.06.009