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Samenvatting

Summary Lecture Notes Advanced Research Methods | EUR | 2025/26

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Lecture notes from Advanced Research Methods at Erasmus University Rotterdam covering Directed Acyclic Graphs (DAGs) and their application in research design. The document explains DAG terminology, causal and backdoor paths, colliders, and how to determine which variables to adjust for in regression analysis to answer research questions unbiasedly. Essential for understanding causal inference in health economics and policy research—saves time by consolidating key concepts from the knowledge clips with clear definitions and practical examples.

Voorbeeld van de inhoud

Advanced research methods
Lecture 1.1: Knowledge clip 1 – Directed Acyclic Graphs
After watching this knowledge video you will be able to:
 Understand DAG terminology
 Apply DAG rules to answer a research question

DAG – Theory
Directed Acyclic Graphs (DAGs) are graphical representions of the causal
structure underlying a research question:




Information about X
- How long to the gym
- What exercises
Also need information about diet; smoking, healthy or unhealthy, alcohol or
underlying chronic illnesses.
o Both can effect their health or gym exposure
o You need to know the causal structure of your study, so you can see
your underlying of going to the gym and health outcome
 DAGs help to visualize the causal structure underlying a research question
 You need a priori theoretical/subject knowledge about the causal structure
to draw a DAG (e.g., from previous studies, literature, common sense, …)
 Collect data on all relevant variables
 ‘Simple’ rules can be applied to determine for which variables to adjust in
regression analysis and how to interpret the results

DAG terminology
- Paths
- Causal paths and backdoor paths
- Open and closed paths, and colliders
- Blocking open paths (associotion between exposure and outcome consist
of all open paths and some need to be blocked)
- Opening blocked path
o Avoid opening backdoor paths at all costs

, o All backdoor paths need to be closed to be able to answer your
research question in an unbiased matter. Isolate the association
between exposure and outcome, then causal

Paths




 Paths are directly related to your research question and begin with x and
end with Y
 Fallow any route between x and Y
 A path is any route between exposure X and outcome Y
 Paths do not have to follow the direction of the arrows!!!!
Q: How many paths between X and Y?  4 (welke route kan je bewandelen naar
Y, beginnend bij x)
- Causal structure thay underlines the RQ is underlined by 4 paths
- Only interested in association between x and y, having data on the
association between 4 paths is important for answering the RQ in an
unbiased manner

Causal paths and backdoor paths
 A causal path follows the direction of the arrows
 A backdoor path does not
Q: Which are causal or backdoor paths?
- Two causal paths; X-V-Y and XY
- Two backdoor paths; X-W-Y and X-L-Y

Open and closed paths
 All paths are open, unless they collide somewhere on a path
 A path is closed if arrows collide in one variable on that path
Q: How many paths are open and closed?
- W is a collider; path is closed
o Path is blocked because the arrow
- Open paths go from the exposure to the outcome, if arrows collide in one
variable on a path, this path is blocked

,Blocking open paths (II)




 Open (if arrows do not collide) (causal= fallow the direction path or
backdoor= does not fallow the direction) paths transmit association
 The association between X and Y consists of
the combination of all open paths between them
 Here: all paths except X  W  Y
Examine the influence on X to Y, remove all associations and that are not
relevant and by blocking those open paths
- We block all open backdoor paths by including an variabele on that
backdoor path in the regression analysis, in this case ; we include variable
L in the analysis
 An open path is blocked when we adjust for a variable (L) along the
path
 This means that we remove the disruptive influence of L from
the association between X and Y
 How? By including variable L in the regression analysis
 Backdoor paths always need to be closed
 Causal paths need to be open/closed depending on RQ

Open blocked paths
 Including a collider (W) in the analysis means you open (you assume the
direction of the arrows is open and not closed) the blocked backdoor path
 This introduces bias in the association between X and Y
 Unbiased estimate; by closing the backdoor path again
 Removing a collider from the analysis
After watching this knowledge video you are expected to:
 Understand DAG terminology
 Be able to apply DAG rules to answer a
research question in an unbiased manner
(block backdoor paths!)
Not certain that you fully grasp the DAG terminology and rules yet?

, ARM – Lecture 1.1/1.2 - Introduction to
causal inference
After lecture 1.2 you will be able to:
 Explain the three different reasons for examining (statistical) associations
 Explain the potential outcomes approach in causal inference
 Define ‘causal effect’
 Apply the concepts of consistency, positivity, and exchangeability to make
a causal claim




What is the effect lead to a certain outcome
- Focus is on the x variable, influence on whatever outcome
- X variables are named independent variables, exposure variable, they
are all the same variables
- What would happen if the x-factor is different
o When we know we can say if there is an effect

Example of the loreal effect
- “70% less imperfections in 4 weeks of use”
Improves the quality of your skin’ implies a causal effect:
 X leads to Y
 Use of True Match Minerals powder (X) leads to a better skin (Y)
Critics?
- Small sample size
- There is no control group
o All under dermatological control (?), but no control group
o What would have happened had the women not used the
powder?
o No information on other factors that may influence the result

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