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The Interpretation of Interaction in Contingency Tables
Abstract
Summary The definition of second order interaction in a (2 × 2 × 2) table given by Bartlett is accepted, but it is shown by an example that the vanishing of this second order interaction does not necessarily justify the mechanical procedure of forming the three component 2 × 2 tables and testing each of these for significance by standard methods.
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“Indeed, the relationship between body composition and BMI represents a clear example of Simpson’s paradox (Simpson, 1951).”
From The degree to which the cultural ideal is internalized predicts judgments of male and female physical attractiveness (2022) · cites this paper as Simpson, 1951
In the citing paper
“The classical example demonstrating the obstacle of causal vocabulary is Simpson's paradox (Simpson, 1951) - a reversal phenomenon that earns its claim to fame only through a causal interpretation of the data (Pearl, 2000a, Chapter 6).”
From Causal inference in statistics: An overview (2009) · cites this paper as Simpson, 1951
In the citing paper
“Our work extends this to the causal domain, showing that models will endorse logical traps (like Simpson's Paradox (Simpson, 1951)) if pressed.”
From Diagnosing and Mitigating Sycophancy and Skepticism in LLM Causal Judgment (2026) · cites this paper as Simpson, 1951
Citations
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Determinants of the success of whole-genome association testingPreprint
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“This is most readily seen by collapsing multidimensional contingency tables, where even simple 2 statistics can produce spurious interactions of marginal effects, or can make interactions disappear when one or more dimensions are collapsed (Simpson 1951).”
BackgroundA critique of the Flynn Effect: massive IQ gains, methodological artifacts, or both?
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“Statistical paradoxes exist (e.g., Simpsons Paradox; Simpson, 1951; Nunnally & Bernstein, 1994, p. 181) in which aggregate behavior is different than that of the individual groups contributing to the aggregate.”
BackgroundAn Appeal for a Methodological Fusion of Conversation Analysis and Experimental Psychology
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“using aggregate values is that they may inadvertently conceal the role of hidden but important variables, which, when taken into account, may even reverse the direction of a relation between two variables: a problem known as Simpson’s paradox (Simpson, 1951).”
BackgroundResultInfluentialRegularities in eyewitness identification.
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ResultAgriculture intensifies soil moisture decline in Northern China
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“Overall, our individual-level analysis identified a much wider range of potential triggers than was found in the population analyses, concordant with Simpson’s paradox (17), mentioned in the Introduction.”
BackgroundResultA survey on fairness-aware recommender systems
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“The Yule-Simpson paradox [16-18]: that an apparent relationship between variables (e.”
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“Occurrences of this type may be viewed as manifestations of what has been described, in somewhat different contexts, as the reversal paradox (e.g., Messick & van de 198 l) or as Simpson's paradox (e.g., S. H. Shapiro, 1982; Simpson, 1951; Wagner, 1982).”
BackgroundA group selection perspective on economic behavior, institutions and organizations
van den Bergh, J. C. J. M., & Gowdy, J. M. (2009) · Journal of Economic Behavior & Organization · doi:10.1016/j.jebo.2009.04.017 · Cited by 106
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G-computation demonstration in causal mediation analysis
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“However, marginal (standardized) effect measures obtained via g-computation approach are not conceptually equal to the conditional (on covariates) effect measures obtained from the latter approach and results from the two approaches may differ [36].”
ResultFortes, M. R. S., Reverter, A., Nagaraj, S. H., Zhang, Y., Jonsson, N. N., Barris, W., Lehnert, S. A., Boe-Hansen, G. B., & Hawken, R. (2011) · Journal of Animal Science · doi:10.2527/jas.2010-3681 · Cited by 103
“Here, we aimed to avoid Simpson’s paradox (Simpson, 1951) by examining the intersection of all 3 AWM and not just the AWM of the combined breeds.”
MethodPoor targeting: A gridded spatial analysis of the degree to which aid reaches the poor in Africa
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“11 This example is essentially a restatement of Simpson’s paradox (Simpson, 1951).”
BackgroundUnexpected results in online controlled experiments
Kohavi, R., & Longbotham, R. (2011) · ACM SIGKDD Explorations Newsletter · doi:10.1145/1964897.1964905 · Cited by 100
“This is a good example of Simpson’s paradox (9; 10; 11).”
BackgroundKamiran, F., Žliobaitė, I., & Calders, T. (2013) · Knowledge and Information Systems · doi:10.1007/s10115-012-0584-8 · Cited by 99
“This case illustrates the Simpson’s paradox [38], in which a relation present in different groups is reversed when the groups are combined.”
BackgroundSimple Methods for Analyzing Three-Factor Interaction in Contingency Tables
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“3) (For further discussion of this hypothesis, the reader is referred to Simpson [26], Brownlee [5], Birch [4], and to the other related literature cited earlier herein.”
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Low Complication Rate of Corticosteroid-Treated Asthmatics Undergoing Surgical Procedures
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“In the context of logistic regression, this underestimation effect reduces the efficiency of effect size statistics (Robinson and Jewell 1991), which has links to the nonequivalence of conditional and marginal ORs known as Simpson’s paradox (Simpson 1951; Hernán et al. 2011).”
BackgroundA Data Mining Approach for Identifying Predictors of Student Retention from Sophomore to Junior Year
Yu, C. H., DiGangi, S. A., Jannasch-Pennell, A. K., & Kaprolet, C. M. (2021) · Journal of Data Science · doi:10.6339/jds.2010.08(2).574 · Cited by 97
“According to the Simpson’s Paradox (Simpson, 1951), a conclusion drawn from aggregate data can be contradicted by the conclusion drawn from subgroups based upon the same data set.”
Kharwar, R. N., Gond, S. K., Kumar, A., & Mishra, A. (2010) · World Journal of Microbiology and Biotechnology · doi:10.1007/s11274-010-0374-y · Cited by 96
“Simpson’s index of dominance (D) was calculated by the following formula (Simpson 1951).”
MethodVariability and host density independence in inductions-based estimates of environmental lysogeny
Knowles, B., Bailey, B., Boling, L., Breitbart, M., Güemes, A. G. C., del Campo, J., Edwards, R. A., Felts, B., Grasis, J. A., Haas, A. F., et al. (2017) · Nature Microbiology · doi:10.1038/nmicrobiol.2017.64 · Cited by 93
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“This is in fact an instance of Simpson’s paradox (Simpson 1951), which can arise when the dependence of two categorical variables (essentiality and duplication status) on a third variable (phyletic age) is disregarded.”
BackgroundSkwark, M. J., Croucher, N. J., Puranen, S., Chewapreecha, C., Pesonen, M., Xu, Y., Turner, P., Harris, S. R., Beres, S. B., Musser, J. M., et al. (2017) · PLoS Genetics · doi:10.1371/journal.pgen.1006508 · Cited by 95
“Nevertheless, pairwise analyses of association are subject to 98 Simpson’s paradox which may cause spurious links to emerge(20-22), and furthermore, the necessity 99 of correcting for a quadratically increasing number of multiple hypothesis tests seriously hampers 100”
BackgroundCultural evolution of genetic heritability
Uchiyama, R., Spicer, R., & Muthukrishna, M. (2021) · Behavioral and Brain Sciences · doi:10.1017/s0140525x21000893 · Cited by 103
Simpson's Paradox and the Hot Hand in Basketball
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“The data from Bird and Robey illustrate Simpson9s paradox (Simpson 1951), namely, Phit < Pmiss in each component table, but ihit > Pmiss in the collapsed table.”
MethodCognitive vs. affective listening modes and judgments of music – An ERP study
Brattico, E., Jacobsen, T., Baene, W. D., Glerean, E., & Tervaniemi, M. H. (2010) · Biological Psychology · doi:10.1016/j.biopsycho.2010.08.014 · Cited by 94
“Such nalysis would have resulted in the Simpson’s paradox (Simpson, 1951). ology 85 (2010) 393–409 uli from the congruous and incongruous categories were rated inconsistently resulting in mean concordance scores of 0.4 and 0.5, respectively.”
BackgroundInfluentialAnalyzing dynamic data: A tutorial
Revelle, W., & Wilt, J. A. (2017) · Personality and Individual Differences · doi:10.1016/j.paid.2017.08.020 · Cited by 92
“Variously known as Simpson’s paradox (Simpson, 1951), or the ecological fallacy (Robinson, 1950), the observation is that relationships of aggregated data do not imply the same relationship at the disaggregated level.”
BackgroundSocial factors matter in cancer risk and survivorship
Dean, L. T., Gehlert, S. J., Neuhouser, M. L., Oh, A., Zanetti, K. A., Goodman, M. S., Thompson, B., Visvanathan, K., & Schmitz, K. H. (2018) · Cancer Causes & Control · doi:10.1007/s10552-018-1043-y · Cited by 96
“Simpson’s paradox occurs when the trend seen in the aggregated data does not hold in the stratified homogenous groups [57].”
BackgroundHenriksson, J., Haukioja, E., Ossipov, V. I., Ossipova, S., Sillanpää, S., Kapari, L., & Pihlaja, K. (2003) · Oikos · doi:10.1034/j.1600-0706.2003.12306.x · Cited by 92
“…however, possible that tests of individual response variables will fail to reveal differences among groups that a multivariate test would reveal, for instance when the correlation between variables differs in its sign within and between treatments (Simpson’s paradox, Simpson 1951, Scheiner 1993).”
BackgroundOn measuring (in)dependence of cognitive processes.
Howe, M. L., Rabinowitz, F. M., & Grant, M. J. (1993) · Psychological Review · doi:10.1037/0033-295x.100.4.737 · Cited by 92
A Note on Interactions in Contingency Tables
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Biologically Relevant Heterogeneity: Metrics and Practical Insights
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Ecological Inference for 2 × 2 Tables (with Discussion)
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The development of personality across the lifespan
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Pseudocontingencies: An integrative account of an intriguing cognitive illusion.
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“Furthermore, in women, a phenomenon was observed that is usually referred to as Yule-Simpson paradox (26, 27), i.”
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Temperament and brain networks of attention
Posner, M. I., & Rothbart, M. K. (2018) · Philosophical Transactions of the Royal Society B Biological Sciences · doi:10.1098/rstb.2017.0254 · Cited by 95
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“…such variables can potentially cause statistical complications known as Simpson’s Paradox where an assumed trend between two varia‑ bles is equally dependent on a third variable and individually examining them can result in revealing an opposite trend from what was initially shown (Simpson, 1951).”
Spatial and Temporal Variability in Concentration‐Discharge Relationships at the Event Scale
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The Connected Brain: Causality, models, and intrinsic dynamics
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“18 IEEE SIgnal ProcESSIng MagazInE | May 2016 | The Simpson–Yule paradox, or simply Simpson’s paradox [15]–[17], refers to the disconcerting situation in which statistical relationships between variables (e.”
BackgroundHOW reliable are change‐corrected measures of agreement?
Guggenmoos-Holzmann, I. (1993) · Statistics in Medicine · doi:10.1002/sim.4780122305 · Cited by 87
Wigley, B. J., Slingsby, J. A., Díaz, S. M., Bond, W. J., Fritz, H., & Coetsee, C. (2016) · Journal of Ecology · doi:10.1111/1365-2745.12598 · Cited by 85
“…one should be cautious when making generalizations about relationships at specific sites based on broad-scale analyses, as some of the broader scale pattern may be the result of Simpson’s paradox (Simpson 1951), whereby the pattern across sites or growth forms differs from the patterns within them.”
BackgroundMeier, Y., & Krämer, N. C. (2022) · Communication Research · doi:10.1177/00936502221102101 · Cited by 94
“For example, confounding between-and within-subject variation can lead to an error known as Simpson’s Paradox (Simpson, 1951) stating that a relationship at the population level can have a different direction than in the population’s subgroups.”
BackgroundGross, C. (2011) · Energy Economics · doi:10.1016/j.eneco.2011.12.002 · Cited by 85
“1“A number of situations in which statistical dependencies that are consistent in subpopulations disappear or are reversed in whole populations have come to be referred to as Simpson’s paradox” (see Hoover, 2008, p. 19). 2This is the case if, for example, fuel consumption and total / sectoral GDP is selected as a pair…”
BackgroundLysis, lysogeny and virus–microbe ratios
Weitz, J. S., Beckett, S. J., Brum, J. R., Cael, B. B., & Dushoff, J. G. (2017) · Nature · doi:10.1038/nature23295 · Cited by 84
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“Simpson[13] wrote a seminal paper on the surprising nonequivalence of conditional and marginal odds ratios, which has later been referred to as Simpsons’s paradox[14,15].”
BackgroundConnor, P., & Evers, E. R. K. (2020) · Perspectives on Psychological Science · doi:10.1177/1745691620931492 · Cited by 83
“Moreover, it is possible for aggregate- and individual-level correlations to be of opposite sign (Simpson, 1951).”
BackgroundCausality, Probability, and Time
Kleinberg, S. (2012) · Cambridge University Press eBooks · doi:10.1017/cbo9781139207799 · Cited by 85
Social Projection Can Solve Social Dilemmas
Krueger, J. I., DiDonato, T. E., & Freestone, D. M. (2012) · Psychological Inquiry · doi:10.1080/1047840x.2012.641167 · Cited by 80
Theory-guided exploration with structural equation model forests.
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“In the same vein, Simpson (1951) pointed out that a statistical relationship observed in a population could be reversed within subgroups that form the population.”
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The evolution of altruism: Game theory in multilevel selection and inclusive fitness
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“This is an example of Simpson’s paradox (Simpson, 1951), which is key to understanding the role of population structure in the evolution of altruism (Sober and Wilson, 1998) and is a”
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CONSTRUCTED RESPONSE AND DIFFERENTIAL ITEM FUNCTIONING: A PRAGMATIC APPROACH1
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“Simpson's paradox refers to the fact that a valid statistical conclusion for an entire sample may be invalid for all subsamples (Simpson, 1951).”
BackgroundCarozza, S. E., Li, B., Elgethun, K., & Whitworth, R. E. (2008) · Environmental Health Perspectives · doi:10.1289/ehp.9967 · Cited by 69
Is there a role for statistics in artificial intelligence?
Friedrich, S., Antes, G., Behr, S., Binder, H., Brannath, W., Dumpert, F., Ickstadt, K., Kestler, H. A., Lederer, J., Leitgöb, H., et al. (2021) · Advances in Data Analysis and Classification · doi:10.1007/s11634-021-00455-6 · Cited by 99
“A classic example of such falsification is Simpson’s paradox [131], which describes a reversal of trends when subgroups are disregarded, see Figure 2.”
BackgroundGreen, T. R. F., Murphy, S. M., & Rowe, R. K. (2022) · Scientific Reports · doi:10.1038/s41598-022-23091-2 · Cited by 87
Unbiased Estimation of the Average Treatment Effect in Cluster-Randomized Experiments
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Possible aggregation biases in road safety research and a mechanism approach to accident modeling
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Low, A. K. Y., Mekki‐Berrada, F., Gupta, A., Ostudin, A., Xie, J., Vissol-Gaudin, E., Lim, Y., Li, Q., Ong, Y.-S., Khan, S. A., et al. (2024) · npj Computational Materials · doi:10.1038/s41524-024-01274-x · Cited by 83
Strong altruism can evolve in randomly formed groups
Fletcher, J., & Zwick, M. (2004) · Journal of Theoretical Biology · doi:10.1016/j.jtbi.2004.01.004 · Cited by 77
“This is because groups with a higher frequency of altruists grow faster—population P increasing while every group p decreases is an example of Simpson’s paradox (Simpson, 1951; Sober and Wilson, 1998).”
BackgroundA profile of profiles: A meta-analysis of the nomological net of commitment profiles.
Kabins, A. H., Xu, X., Bergman, M., Berry, C. M., & Willson, V. (2016) · Journal of Applied Psychology · doi:10.1037/apl0000091 · Cited by 64
“This peculiar finding could be an example of a Simpson’s Paradox, whereby the compilation of various variables results in a counterintuitive finding (Simpson, 1951).”
BackgroundWermuth, N. (1987) · Journal of the Royal Statistical Society Series B (Statistical Methodology) · doi:10.1111/j.2517-6161.1987.tb01706.x · Cited by 75
“Situations in which weakly consistent results appear reversed overall have been named the Yule-Simpson paradox (Yule 1900; Simpson 1951).”
BackgroundHow to remove or control confounds in predictive models, with applications to brain biomarkers
Chyzhyk, D., Varoquaux, G., Milham, M., & Thirion, B. (2022) · GigaScience · doi:10.1093/gigascience/giac014 · Cited by 65
“Conditioning on the third variable z can then reverse the correlation between 2 variables X and y , a phenomenon known as the Berkson or Simpson statistical paradox [66,67].”
CAUSALITY, MEASUREMENT ERROR AND MULTICOLLINEARITY IN EPIDEMIOLOGY
Zidek, J. V., Wong, H., Le, N. D., & Burnett, R. T. (1996) · Environmetrics · doi:10.1002/(sici)1099-095x(199607)7:4 · Cited by 74
Pollet, T. V., Stulp, G., Henzi, S. P., & Barrett, L. (2015) · American Journal of Primatology · doi:10.1002/ajp.22405 · Cited by 75
“A special case of the fallacy is known as Simpson’s paradox (SP) [Simpson, 1951], although Pearson et al. [1899] and most notably Yule [1900, 1903] pointed to this phenomenon earlier [Good & Mittal, 1987], hence it also known as the Yule– Simpson effect, the reversal paradox and the amalgamation…”
BackgroundHabitat Fragmentation Effects on Birds in Grasslands and Wetlands: A Critique of our Knowledge
Johnson, D. H. (2001) · Lincoln (University of Nebraska) · Cited by 74
Causal Reasoning for Algorithmic FairnessPreprint
Loftus, J. R., Russell, C., Kusner, M. J., & Silva, R. (2018) · arXiv (Cornell University) · doi:10.48550/arxiv.1805.05859 · Cited by 163
“The Berkeley admissions example [3] is often used to explain Simpson’s paradox [38] and highlight the importance of adjusting for covariates.”
MethodMeasuring relatedness between technological fields
Joo, S. H., & Kim, Y. (2009) · Scientometrics · doi:10.1007/s11192-009-0108-9 · Cited by 73
“Simpson’s paradox ( Simpson 1951 ) shows that the relatedness of i and j with the rest of the TFs, despite the assumption to the contrary, may affect results.”
BackgroundCausal Inference with Observational Data
Nichols, A. (2007) · The Stata Journal Promoting communications on statistics and Stata · doi:10.1177/1536867x0700700403 · Cited by 73
Moore, T. M., Kaczkurkin, A. N., Durham, E. L., Jeong, H. J., McDowell, M. G., Dupont, R. M., Applegate, B., Tackett, J. L., Cardenas-Iniguez, C., Kardan, O., et al. (2020) · Journal of Abnormal Psychology · doi:10.1037/abn0000601 · Cited by 72
On the Applicability of Machine Learning Fairness Notions
Makhlouf, K., Zhioua, S., & Catuscia Palamidessi, A. (2021) · ACM SIGKDD Explorations Newsletter · doi:10.1145/3468507.3468511 · Cited by 96
“Such scenario can lead to statistical anomalies such as Simpson’s paradox [87, 76] where the statistical conclusions drawn from the sub-populations differ from that from the whole population.”
BackgroundReade, M. C., Delaney, A. P., Bailey, M., & Angus, D. C. (2008) · Critical Care · doi:10.1186/cc6941 · Cited by 76
“[19], where (for example) a beneficial effect in each study can”
BackgroundMessick, D. M., & de Geer, J. P. V. (1981) · Psychological Bulletin · doi:10.1037/0033-2909.90.3.582 · Cited by 71
The Cognitive-Ecological Approach to Rationality in Social Psychology
Fiedler, K., & Wänke, M. (2009) · Social Cognition · doi:10.1521/soco.2009.27.5.699 · Cited by 72
Plant individuality: a solution to the demographer’s dilemma
Clarke, E. (2012) · Biology & Philosophy · doi:10.1007/s10539-012-9309-3 · Cited by 71
“Now we might be perplexed—how can having a higher metabolic rate end up decreasing a ramet’s fitness on average? This case is supposed to be exactly analogous to a model for the evolution of altruism, and also to Simpson’s paradox (Simpson 1951).”
Temporal Anomaly Detection in Business Processes
Solti, A., & Kasneci, G. (2014) · Lecture notes in computer science · doi:10.1007/978-3-319-10172-9_15 · Cited by 71
Standardization and Control for Confounding in Observational Studies: A Historical Perspective
Keiding, N., & Clayton, D. G. (2014) · Statistical Science · doi:10.1214/13-sts453 · Cited by 68
“A landmark paper was that of Simpson (1951) which dealt with the problem of interpreting associations in three-way contingency tables.”
BackgroundTeresi, J. A., Ocepek‐Welikson, K., Kleinman, M., Cook, K. F., Crane, P. K., Gibbons, L. E., Morales, L. S., Edelen, M. O., & Cella, D. F. (2007) · Quality of Life Research · doi:10.1007/s11136-007-9186-4 · Cited by 70
“The necessity of a conditioning variable has been illustrated by Dorans and Holland [18] and Dorans and Kulick [19], in the context of Simpson’s [ 20 ] paradox.”
Performance analysis of novel methods for detecting epistasis
Shang, J., Zhang, J., Sun, Y., Liu, D., Ye, D., & Yin, Y. (2011) · BMC Bioinformatics · doi:10.1186/1471-2105-12-475 · Cited by 70
“In addition, both methods are based on contingency table, which reflects (direct-) dependence structure between two or more variables, and has been proven to be effective in identifying interactions [51-53].”
MethodAlternative Perspectives on the Biased Foundations of Medical Technology Assessment
Diamond, G. A., & Denton, T. A. (1993) · Annals of Internal Medicine · doi:10.7326/0003-4819-118-6-199303150-00010 · Cited by 70
Hoermann, R., Midgley, J. E. M., Larisch, R., & Dietrich, J. W. (2017) · Frontiers in Endocrinology · doi:10.3389/fendo.2017.00364 · Cited by 69
“The heterogeneity bias is known as Simpson’s amalgamation paradox (75, 76).”
BackgroundPandža, K., Wilkins, T., & Alfoldi, E. A. (2011) · Technovation · doi:10.1016/j.technovation.2011.05.003 · Cited by 69
“We adapted the notion of biological diversity (Simpson, 1951) to construct the measurement of institutional diversity.”
MethodWhen Does Repeat Burglary Victimisation Occur?
Sagovsky, A., & Johnson, S. D. (2007) · Australian & New Zealand Journal of Criminology · doi:10.1375/acri.40.1.1 · Cited by 69
“However, this simple analysis is an example of Simpson’s Paradox (Simpson, 1951) for which ‘the nature of an association can change, and even reverse direction, when data from several groups are combined to form a single group’ (Moore, 1997, p. 290).”
MethodWhat Is Evolutionary Altruism?
Sober, E. R. (1988) · Canadian Journal of Philosophy Supplementary Volume · doi:10.1080/00455091.1988.10715945 · Cited by 69
Separating Causal Laws from Casual Facts: Pressing the Limits of Statistical Relevance
Cheng, P. W. (1993) · The Psychology of learning and motivation/The psychology of learning and motivation · doi:10.1016/s0079-7421(08)60298-4 · Cited by 69
van Veelen, R., & Derks, B. (2021) · British Journal of Social Psychology · doi:10.1111/bjso.12515 · Cited by 91
Metadata
- Authors
- Simpson, E. H.
- Corresponding author
- Simpson, E. H.
- Venue
- Journal of the Royal Statistical Society Series B: Statistical Methodology
- Publisher
- Oxford University Press (OUP)
- Published
- 1951-07-01
- Volume
- 13
- Issue
- 2
- Pages
- 238-241
- ISSN
- 1369-7412 (ISSN-L)
- 1467-9868
- OpenAlex
- W2905472553
- Cited by
- 2,301
- References
- 6
- Citations by year
- 2026: 92 · 2025: 136 · 2024: 122 · 2023: 113 · 2022: 116 · 2021: 121 · 2020: 165 · 2019: 101 · 2018: 94 · 2017: 78 · 2016: 87 · 2015: 84 · 2014: 75 · 2013: 57 · 2012: 109
- FWCI
- 0.00
- Type
- journal article
- Language
- en
- Open access
- closed
- Licence
- academic.oup.com/journals/pages/open_access/funder_policies/chorus/standard_publication_model (vor)
- Locations
- Journal of the Royal Statistical Society Series B (Statistical Methodology) (publishedVersion)
- Topics
- Physical Sciences › Mathematics › Statistics and Probability › Probability and Statistical Research
- Physical Sciences › Mathematics › Statistics and Probability › Statistical Methods and Applications
- Physical Sciences › Mathematics › Statistics and Probability › Statistical Methods and Bayesian Inference
- Keywords
- second-order interactions, three-way contingency tables, marginal homogeneity, interaction testing, categorical data analysis
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