Abstract
Having constructed a matched control group, one must check that it is satisfactory, in the sense of balancing the observed covariates. If some covariates are not balanced, then adjustments are made to bring them into balance. Three adjustments are near-exact matching, exact matching, and the use of small penalties. Exact matching has a special role in extremely large problems, where it can be used to accelerate computation. Matching when some covariates have missing values is discussed.
Access this chapter
Tax calculation will be finalised at checkout
Purchases are for personal use only
Similar content being viewed by others
Notes
- 1.
This statement is not exactly correct, owing to the discreteness of a randomization distribution, but it is close enough.
- 2.
Near-exact matching is sometimes called almost-exact matching. These are two phrases with the same meaning.
- 3.
Technically, the fitted probabilities in logit regression are invariant under affine transformations of the predictors.
References
Avriel, M. : Nonlinear Programming. Prentice Hall, Englewood Cliffs, NJ (1976)
Bertsekas, D.P.: Linear Network Optimization. MIT Press, Cambridge, MA (1991)
Bertsekas, D.P.: Network Optimization. Athena Scientific, Belmont, MA (1998)
Bickel, P.J.: A distribution free version of the Smirnov two sample test in the p-variate case. Ann. Math. Stat. 40, 1–23 (1969)
Bruce, M.L., Ten Have, T.R., Reynolds, C.F. III, Katz, I.I., Schulberg, H.C., Mulsant, B.H., Brown, G.K., McAvay, G.J., Pearson, J.L., Alexopoulos, G.S.: Reducing suicidal ideation and depressive symptoms in depressed older primary pare patients: a randomized trial. J. Am. Med. Assoc. 291, 1081–1091 (2004)
Cleveland, W.S. : The Elements of Graphing Data. Hobart Press, Summit, NJ (1994)
Cochran, W.G.: The planning of observational studies of human populations (with Discussion). J. R. Stat. Soc. A 128, 234–265 (1965)
Cook, W.J., Cunningham, W.H., Pulleyblank, W.R., Schrijver, A.: Combinatorial Optimization. Wiley, New York (1998)
Donner, A., Klar, N.: Pitfalls of and controversies in cluster randomization trials. Am. J. Public Health 94, 416–422 (2004)
Fisher, M.L.: The Lagrangian relaxation method for solving integer programming problems. Manag. Sci. 27, 1–18 (1981)
Garfinkel, R.S.: An improved algorithm for the bottleneck assignment problem. Oper. Res. 9, 1747–1751 (1971)
Glover, F.: Maximum matching in a convex bipartite graph. Nav. Res. Logist. Q 14, 313–316 (1967)
Hansen, B.B. , Bowers, J. : Covariate balance in simple, stratified and clustered comparative studies. Stat. Sci. 23, 219–236 (2008)
Hansen, B.B.: The essential role of balance tests in propensity-matched observational studies. Stat. Med. 12, 2050–2054 (2008)
Hansen, B.B., Rosenbaum, P.R., Small, D.S.: Clustered treatment assignments and sensitivity to unmeasured biases in observational studies. J. Am. Stat. Assoc. 109, 133–144 (2014)
Imai, K., King, G., Stuart, E.A.: Misunderstandings between experimentalists and observationalists about causal inference. J. R. Stat. Soc. A 171 , 481–502 (2008)
Imai, K., King, G., Nall, C.: The essential role of pair matching in cluster-randomized experiments, with application to the Mexican universal health insurance evaluation. Stat. Sci. 24, 29–53 (2009)
Karmanov, V.G.: Mathematical Programming. Mir, Moscow (1989)
Korte, B., Vygen, J.: Combinatorial Optimization, 5th edn. Springer, New York (2012)
Lipski, W., Preparata, F.P.: Efficient algorithms for finding maximum matchings in convex bipartite graphs and related problems. Acta Informa 15, 329–346 (1981)
Marcus, S.M., Siddique, J., Ten Have, T.R., Gibbons, R.D., Stuart, E., Normand, S-L.T.: Balancing treatment comparisons in longitudinal studies. Psychiatr. Ann. 38, 12 (2008)
Pimentel, S.D., Kelz, R.R., Silber, J.H., Rosenbaum, P.R.: Large, sparse optimal matching with refined covariate balance in an observational study of the health outcomes produced by new surgeons. J. Am. Stat. Assoc. 110, 515–527 (2015)
Pimentel, S.D., Page, L.C., Lenard, M., Keele, L.: Optimal multilevel matching using network flows: an application to a summer reading intervention. Ann. Appl. Stat. 12, 1479–1505 (2018)
Rosenbaum, P.R., Rubin, D.B.: The central role of the propensity score in observational studies for causal effects. Biometrika 70, 41–55 (1983)
Rosenbaum, P.R., Rubin, D.B.: Reducing bias in observational studies using subclassification on the propensity score. J. Am. Stat. Assoc. 79, 516–524 (1984)
Rosenbaum, P.R., Rubin, D.B. : Constructing a control group by multivariate matched sampling methods that incorporate the propensity score. Am. Stat. 39, 33–38 (1985)
Rosenbaum, P.R.: Optimal matching in observational studies. J. Am. Stat. Assoc. 84, 1024–1032 (1989)
Rosenbaum, P.R., Ross R.N. , Silber, J.H. : Minimum distance matched sampling with fine balance in an observational study of treatment for ovarian cancer. J. Am. Stat. Assoc. 102, 75–83. (2007)
Rosenbaum, P.R.: Imposing minimax and quantile constraints on optimal matching in observational studies. J. Comput. Graph Stat. 26, 66–78 (2017)
Silber, J.H., Rosenbaum, P.R., Polsky, D., Ross, R.N., Even-Shoshan, O., Schwartz, S., Armstrong, K.A., Randall, T.C. : Does ovarian cancer treatment and survival differ by the specialty providing chemotherapy? J. Clin. Oncol. 25, 1169–1175 (2007)
Small, D.S., Ten Have, T.R., Rosenbaum, P.R.: Randomization inference in a group randomized trial of treatments for depression: covariate adjustment, noncompliance, and quantile effects. J. Am. Stat. Assoc. 103, 271–279 (2008)
Wolsey, L.A.: Integer Programming. Wiley, New York (1998)
Yu, R., Silber, J.H., Rosenbaum, P.R.: Matching methods for observational studies derived from large administrative databases. Stat. Sci. (2020, to appear)
Yu, R., Rosenbaum, P.R.: Directional penalties for optimal matching in observational studies. Biometrics 75, 1380–1390 (2019)
Zubizarreta, J.R., Keele, L.: Optimal multilevel matching in clustered observational studies: A case study of the effectiveness of private schools under a large-scale voucher system. J. Am. Stat. Assoc. 109, 547–560 (2017)
Author information
Authors and Affiliations
Rights and permissions
Copyright information
© 2020 Springer Nature Switzerland AG
About this chapter
Cite this chapter
R. Rosenbaum, P. (2020). Various Practical Issues in Matching. In: Design of Observational Studies. Springer Series in Statistics. Springer, Cham. https://doi.org/10.1007/978-3-030-46405-9_10
Download citation
DOI: https://doi.org/10.1007/978-3-030-46405-9_10
Published:
Publisher Name: Springer, Cham
Print ISBN: 978-3-030-46404-2
Online ISBN: 978-3-030-46405-9
eBook Packages: Mathematics and StatisticsMathematics and Statistics (R0)