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Constructing Experimental Designs for Discrete-Choice Experiments: Report of the ISPOR Conjoint Analysis Experimental Design Good Research Practices Task Force
Open accessAbstract
Stated-preference methods are a class of evaluation techniques for studying the preferences of patients and other stakeholders. While these methods span a variety of techniques, conjoint-analysis methods-and particularly discrete-choice experiments (DCEs)-have become the most frequently applied approach in health care in recent years. Experimental design is an important stage in the development of such methods, but establishing a consensus on standards is hampered by lack of understanding of available techniques and software. This report builds on the previous ISPOR Conjoint Analysis Task Force Report: Conjoint Analysis Applications in Health-A Checklist: A Report of the ISPOR Good Research Practices for Conjoint Analysis Task Force. This report aims to assist researchers specifically in evaluating alternative approaches to experimental design, a difficult and important element of successful DCEs. While this report does not endorse any specific approach, it does provide a guide for choosing an approach that is appropriate for a particular study. In particular, it provides an overview of the role of experimental designs for the successful implementation of the DCE approach in health care studies, and it provides researchers with an introduction to constructing experimental designs on the basis of study objectives and the statistical model researchers have selected for the study. The report outlines the theoretical requirements for designs that identify choice-model preference parameters and summarizes and compares a number of available approaches for constructing experimental designs. The task-force leadership group met via bimonthly teleconferences and in person at ISPOR meetings in the United States and Europe. An international group of experimental-design experts was consulted during this process to discuss existing approaches for experimental design and to review the task force's draft reports. In addition, ISPOR members contributed to developing a consensus report by submitting written comments during the review process and oral comments during two forum presentations at the ISPOR 16th and 17th Annual International Meetings held in Baltimore (2011) and Washington, DC (2012).
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“We followed recommended guidelines to design and implement the DCE. [7, 8, 11–16]”
From Assessing the American public's preferences for reforms to teen driving licensure systems: a discrete choice experiment (2026) · cites this paper as [12]
In the citing paper
“To improve experimental efficiency and avoid redundancy, this study adopted a D-efficient design, which reduces the number of choice cards while maintaining the precision of parameter estimation, thereby enabling participants to provide more efficient data contributions within a limited number of tasks (59, 60).”
From Designing age-friendly interfaces and wearable–environment integrations to enhance medication adherence: a discrete choice experiment among older adults (2026) · cites this paper as [59]
In the citing paper
“we used an efficient fractional factorial design to generate 7 choice scenarios, maximizing D-efficiency with zero priors on the coefficients. [12, 15]”
From Assessing the American public's preferences for reforms to teen driving licensure systems: a discrete choice experiment (2026) · cites this paper as [12]
In the citing paper
“The most widely used type of stated preference method is the discrete choice experiment (DCE) [7].”
From Understanding Uptake of Digital Health Products: Methodology Tutorial for a Discrete Choice Experiment Using the Bayesian Efficient Design (2021) · cites this paper as [7]
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Contemporary Guidance for Stated Preference Studies
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“Experimental design in these contexts, and particularly for CEs, is complex and evolving (Sándor and Wedel 2002; Johnson et al. 2006, 2013; Ferrini and Scarpa 2007; Rose et al. 2008; Scarpa and Rose 2008; Rose and Bliemer 2009, 2014; Bliemer and Rose 2010; Vermeulen et al. 2011).”
BackgroundHauber, A. B., González, J. M., Groothuis-Oudshoorn, C. G. M., Prior, T., Marshall, D. A., Cunningham, C., IJzerman, M. J., & Bridges, J. F. P. (2016) · Value in Health · doi:10.1016/j.jval.2016.04.004 · Cited by 1,330
“Although these eight profiles can be combined into a large number of distinct pairs, we could use amaineffects orthogonal design [2] to generate an experimental design consisting of four paired-profile choice tasks (Appendix Table 1).”
Self-citationSample Size Requirements for Discrete-Choice Experiments in Healthcare: a Practical Guide
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“The DCE approach combines consumer theory [3], random utility theory [4], experimental design theory [5], and econometric analysis [1].”
MethodValuing Alternative Work Arrangements
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“It has long been recognized in the literature on contingent valuation and discrete choice experiments that inattention is a cause for concern (Johnson et al., 2013).”
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“[3], so in the interests of brevity, we refer the reader to that paper and to another key citation [11].”
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“For more information about the choices researchers have to make when designing the experimental part of a DCE, we also refer to a key checklist and best practice example [14, 15].”
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“This distinct problem may be resolved with an update of the design (eg, based on better priors).(26) Nevertheless, work on this has been postponed because we have been contemplating a bigger update of the DCE task, as described in a later section.”
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“…does not provide a D-efficiency value for the model, as it assumes that ‘‘designs that are level balanced and near orthogonal will lead to identified preference-model parameters” (Johnson et al., 2013, p.11), the software allows simulations using dummy data to test the integrity of the design.”
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“A discrete choice experiment was employed to test the hypotheses (Johnson et al., 2013).”
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“A fourth approach is to update the design during the data collection phase as knowledge of the true parameters increases (Kanninen 2002; Johnson et al. 2007, 2013).”
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Self-citationReconceptualising the External Validity of Discrete Choice Experiments
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Self-citationAcceptance of Vaccinations in Pandemic Outbreaks: A Discrete Choice Experiment
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The state of the art of discrete choice experiments in food research
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“A number of previous publications aimed at improving the rigor of conducting and reporting health-related DCEs in general (Johnson et al., 2013; Bridges et al., 2011; Lancsar & Louviere, 2008), and the development of attributes for DCEs in particular (Coast et al., 2012; Coast & Horrocks, 2007;…”
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“The aim of this paper was to supplement previous reviews and recommendations [11, 12] by identifying published DCE studies in healthcare that incorporated risk as an attribute and appraising the methods underlying presentation, format and analysis of risk attributes.”
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Self-citationJob preferences of undergraduate nursing students in eastern China: a discrete choice experiment
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Patients’ preferences: a discrete-choice experiment for treatment of non-small-cell lung cancer
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Concepts of ‘Personalization’ in Personalized Medicine: Implications for Economic Evaluation
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“For the urologists, the same procedure was followed, except that we generated an efficient design by maximising D-efficiency using prior information on the basis of DCE outcomes of 70 patients to strive for similarly reliable outcomes with a smaller sample size (Reed Johnson et al, 2013).”
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“Since it was not feasible to present all 384 alternatives to the respondents due to fatigue, time, and cost, 16 alternative cards were created using orthogonal design which is one of the fractional factorial designs (Johnson, 2013).”
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Eliciting older people's preferences for exercise programs: a best-worst scaling choice experiment
Franco, M. R., Howard, K., Sherrington, C., Ferreira, P. H., Rose, J. M., Gomes, J. L., & Ferreira, M. L. (2014) · Journal of physiotherapy · doi:10.1016/j.jphys.2014.11.001 · Cited by 86
Alten, R., Krüger, K., Rellecke, J., Schiffner-Rohe, J., Behmer, O., Schiffhorst, G., & Nolting, H.-D. (2016) · Patient Preference and Adherence · doi:10.2147/ppa.s117774 · Cited by 86
“case (“an oral agent taken every 10 months”), which has been previously noted to interfere with reasonable trade-offs.(30) Moreover, Augustovski et al(43) included some entirely dif-”
The effect of hotel lobby design on booking intentions: An intergenerational examination
Nanu, L., Ali, F., Berezina, K., & Çobanoğlu, C. (2020) · International Journal of Hospitality Management · doi:10.1016/j.ijhm.2020.102530 · Cited by 85
Vass, C., Boeri, M., Karim, S., Marshall, D. A., Craig, B. M., Ho, K.-A., Mott, D. J., Ngorsuraches, S., Badawy, S. M., Mühlbacher, A. C., et al. (2022) · Value in Health · doi:10.1016/j.jval.2022.01.012 · Cited by 85
Self-citationPreferences for Oral Anticoagulants in Atrial Fibrillation: a Best–Best Discrete Choice Experiment
Ghijben, P., Lancsar, E., & Zavarsek, S. (2014) · PharmacoEconomics · doi:10.1007/s40273-014-0188-0 · Cited by 86
“An experimental design is used to combine the attributes and levels to create hypothetical alternatives and the optimal placement of such alternatives into choice-sets to ensure estimation of utility functions of interest and adequate statistical power of the analysis [41].”
BackgroundMethodSelf-citationWu, J. H., Xie, S., He, X., Chen, G., Bai, G., Feng, D., Hu, M., Jiang, J., Wang, X., Wu, H., et al. (2021) · PharmacoEconomics · doi:10.1007/s40273-020-00997-1 · Cited by 83
de Bekker-Grob, E. W., Veldwijk, J., Jonker, M. F., Donkers, B., Huisman, J., Buis, S., Swait́, J., Lancsar, E., Witteman, C. L. M., Bonsel, G. J., et al. (2018) · Vaccine · doi:10.1016/j.vaccine.2018.01.054 · Cited by 81
“Such algorithms maximise the D-efficiency criterion [23]; here we used Fortran programming language for computations.”
Self-citationEshun‐Wilson, I., Mukumbwa-Mwenechanya, M., Kim, H., Zanolini, A., Mwamba, C., Dowdy, D. W., Kalunkumya, E., Lumpa, M., Beres, L. K., Roy, M., et al. (2019) · JAIDS Journal of Acquired Immune Deficiency Syndromes · doi:10.1097/qai.0000000000002070 · Cited by 80
The landscape of econometric discrete choice modelling research
Haghani, M., Bliemer, M. C. J., & Hensher, D. A. (2021) · Journal of Choice Modelling · doi:10.1016/j.jocm.2021.100303 · Cited by 83
Haile, K. K., Tirivayi, N., & Tesfaye, W. M. (2019) · Ecosystem Services · doi:10.1016/j.ecoser.2019.100964 · Cited by 79
“Efficiency is a measure of the level of precision in which the parameter estimates on the attributes are measured (Johnson et al., 2013).”
BackgroundKandzari, D. E., Mahfoud, F., Weber, M. A., Townsend, R., Parati, G., Fisher, N. D. L., Lobo, M. D., Bloch, M., Böhm, M., Sharp, A. S. P., et al. (2022) · Circulation · doi:10.1161/circulationaha.121.057687 · Cited by 83
Yang, J.-C., Johnson, F. R., Kilambi, V., & Mohamed, A. F. (2015) · Journal of Choice Modelling · doi:10.1016/j.jocm.2015.09.001 · Cited by 77
Self-citationPatient preferences in advanced or recurrent ovarian cancer
Havrilesky, L. J., Secord, A. A., Ehrisman, J. A., Berchuck, A., Valea, F. A., Lee, P. S., Gaillard, S. L., Samsa, G., Cella, D. F., Weinfurt, K. P., et al. (2014) · Cancer · doi:10.1002/cncr.28940 · Cited by 78
Mühlbacher, A. C., Zweifel, P. S., Kaczynski, A., & Johnson, F. R. (2016) · Health Economics Review · doi:10.1186/s13561-015-0077-z · Cited by 77
“Discrete-choice experiment (DCE) methods have proven to be particularly useful [2-6].”
MethodSelf-citationPublic preferences for health care facilities in rural China: A discrete choice experiment
Liu, Y., Kong, Q., & de Bekker-Grob, E. W. (2019) · Social Science & Medicine · doi:10.1016/j.socscimed.2019.112396 · Cited by 75
Mölken, M. R., Leijten, F., Hoedemakers, M. J., Tsiachristas, A., Verbeek, N., Karimi, M., Bal, R. A., Bont, A. A. D., Islam, M. K., Askildsen, J. E., et al. (2018) · BMC Health Services Research · doi:10.1186/s12913-018-3367-4 · Cited by 74
Treatment preferences of patients with early rheumatoid arthritis: a discrete-choice experiment
Hazlewood, G. S., Bombardier, C., TOMLINSON, G. A., Thorne, C., Bykerk, V. P., Thompson, A., Tin, D., & Marshall, D. A. (2016) · Lara D. Veeken · doi:10.1093/rheumatology/kew280 · Cited by 74
Self-citationSchatz, N. K., Fabiano, G. A., Cunningham, C. E., dosReis, S., Waschbusch, D. A., Jerome, S., Lupas, K., & Morris, K. L. (2015) · The Patient - Patient-Centered Outcomes Research · doi:10.1007/s40271-015-0112-5 · Cited by 74
Grosse, S. D., Pike, J. J., Soelaeman, R. H., & Tilford, J. M. (2019) · PharmacoEconomics · doi:10.1007/s40273-019-00782-9 · Cited by 73
A Step-by-Step Procedure to Implement Discrete Choice Experiments in Qualtrics
Weber, S. (2019) · Social Science Computer Review · doi:10.1177/0894439319885317 · Cited by 73
“While the creation of an efficient experimental design objectively is a complicated task, a wide literature exists on how to handle it (see, e.g., Johnson et al., 2013; Rose & Bliemer, 2009).”
BackgroundMethodInfluentialLuyten, J., Kessels, R., Goos, P., & Beutels, P. (2015) · Value in Health · doi:10.1016/j.jval.2014.12.007 · Cited by 73
Janssen, E. M., Hauber, B., & Bridges, J. F. P. (2017) · Value in Health · doi:10.1016/j.jval.2017.07.001 · Cited by 76
Self-citationInvestigating preferences for support with life after stroke: a discrete choice experiment
Burton, C. R., Fargher, E., Plumpton, C., Roberts, G. W., Owen, H., & Roberts, E. (2014) · BMC Health Services Research · doi:10.1186/1472-6963-14-63 · Cited by 72
van den Broek‐Altenburg, E. M., & Atherly, A. J. (2020) · Health Economics Review · doi:10.1186/s13561-020-00276-x · Cited by 70
Application of Discrete Choice Experiment in Health Care: A Bibliometric Analysis
Wang, Y., Wang, Z., Wang, Z., Li, X., Pang, X., & Wang, S. (2021) · Frontiers in Public Health · doi:10.3389/fpubh.2021.673698 · Cited by 75
“The top three cited journals were “Health Economics” (n = 981), “Value in Health” (n = 893), and “Pharmaceutical Economics” (n = 774), and the top three articles were “Constructing experimental designs for discrete-choice experiments: report of the ISPOR Conjoint Analysis Experimental Design Good Research Practices Ta…”
MethodInfluentialWeernink, M. G. M., Janus, S. I. M., van Til, J. A., Raisch, D. W., van Manen, J. G., & IJzerman, M. J. (2014) · Pharmaceutical Medicine · doi:10.1007/s40290-014-0059-1 · Cited by 70
“The cognitive complexity of BCE and MCE, for example, is significantly affected by an increase in the number of attributes [69].”
BackgroundRichetin, J., Caputo, V., Demartini, E., Conner, M. T., & Perugini, M. (2022) · Appetite · doi:10.1016/j.appet.2022.105970 · Cited by 69
Metadata
- Authors
- Reed Johnson, F., Lancsar, E., Marshall, D., Kilambi, V., Mühlbacher, A., Regier, D. A., Bresnahan, B. W., Kanninen, B., & Bridges, J. F. P.
- Affiliations
- Monash University (AU)
- University of Calgary (CA)
- RTI Health Solutions (US)
- Duke University (US)
- BC Cancer Agency (CA)
- University of Washington (US)
- Johns Hopkins University (US)
- ORCID
- Venue
- Value in Health
- Publisher
- Elsevier BV
- Published
- 2013-01
- Volume
- 16
- Issue
- 1
- Pages
- 3-13
- ISSN
- 1098-3015 (ISSN-L)
- OpenAlex
- W2159936838
- Cited by
- 1,799
- References
- 51
- Citations by year
- 2026: 158 · 2025: 181 · 2024: 213 · 2023: 162 · 2022: 190 · 2021: 186 · 2020: 150 · 2019: 117 · 2018: 109 · 2017: 109 · 2016: 99 · 2015: 56 · 2014: 50 · 2013: 15
- FWCI
- 171.60
- Type
- journal article
- Language
- en
- Open access
- bronze
- doi.org
- Licence
- Locations
- Value in Health (publishedVersion)
- PubMed (publishedVersion)
- Topics
- Social Sciences › Economics, Econometrics and Finance › Economics and Econometrics › Economic and Environmental Valuation
- Social Sciences › Economics, Econometrics and Finance › Economics and Econometrics › Health Systems, Economic Evaluations, Quality of Life
- Social Sciences › Decision Sciences › Management Science and Operations Research › Optimal Experimental Design Methods
- Keywords
- discrete choice experiment, experimental design, stated preference methods, conjoint analysis, health care preferences, choice models, good scientific practice
- MeSH terms
- Choice Behavior, Delivery of Health Care, Humans, International Cooperation, Research Design, Models, Statistical, Patient Preference
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