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The Control of Confounding

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Basic Epidemiology, by Bonita: Pages 55-57

The control of confounding

Several methods are available to control confounding, either through study design or during the analysis
of results.

The methods commonly used to control confounding in the design of an epidemiological study are:

􀁸 Randomization

􀁸 Restriction

􀁸 Matching.

At the analysis stage, confounding can be controlled by:

􀁸 Stratification

􀁸 Statistical Modeling/ Logistical Regression

Explanation

Randomization

In experimental studies, randomization is the ideal method for ensuring that potential confounding
variables are equally distributed among the groups being compared. The sample sizes have to be
sufficiently large to avoid random maldistribution of such variables. Randomization avoids the
association between potentially confounding variables and the exposure that is being considered.

Restriction

One way to control confounding is to limit the study to people who have particular characteristics. For
example, in a study on the effects of coffee on coronary heart disease, participation in the study could
be restricted to nonsmokers, thus removing any potential effect of confounding by cigarette smoking.

Matching
Matching is used to control confounding by selecting study participants so as to ensure that potential
confounding variables are evenly distributed in the two groups being compared. For example, in a case-
control study of exercise and coronary heart disease, each patient with heart disease can be matched
with a control of the same age group and sex to ensure that confounding by age and sex does not occur.
Matching has been used extensively in case-control studies but it can lead to problems in the selection
of controls if the matching criteria are too strict or too numerous; this is called overmatching.

Matching can be expensive and time-consuming, but is particularly useful if the danger exists of there
being no overlap between cases and controls, such as in a situation where the cases are likely to be
older than the controls.

Stratification and statistical modelling

In large studies it is usually preferable to control for confounding in the analytical phase rather than in
the design phase. Confounding can then be controlled by stratification, which involves the measurement
of the strength of associations in well-defined and homogeneous categories (strata) of the confounding
variable. If age is a confounder, the association may be measured in, say, 10-year age groups; if sex or
ethnicity is a confounder, the association is measured separately in men and women or in the different
ethnic groups. Methods are available for summarizing the overall association by producing a weighted
average of the estimates calculated in each separate stratum.

Although stratification is conceptually simple and relatively easy to carry out, it is often limited by the
size of the study and it cannot help to control many factors simultaneously, as is often necessary. In this
situation, multivariate statistical modeling is required to estimate the strength of the associations while
controlling for several confounding variables simultaneously; a range of statistical techniques is available
for these analyses

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