Cited by 1,648Meta-analysis and systematic reviewsStatistical Methods in EpidemiologyAdvanced Causal Inference Techniques

The DOI matches its Crossref record; 138 of the 138 references it cites were found in a registry or an index; none of the 101 sources its claims cite is checked for support yet.

Strengthening the Reporting of Observational Studies in Epidemiology using Mendelian Randomisation (STROBE-MR): explanation and elaboration.

Open access

Abstract

Mendelian randomisation (MR) studies allow a better understanding of the causal effects of modifiable exposures on health outcomes, but the published evidence is often hampered by inadequate reporting. Reporting guidelines help authors effectively communicate all critical information about what was done and what was found. STROBE-MR (strengthening the reporting of observational studies in epidemiology using mendelian randomisation) assists authors in reporting their MR research clearly and transparently. Adopting STROBE-MR should help readers, reviewers, and journal editors evaluate the quality of published MR studies. This article explains the 20 items of the STROBE-MR checklist, along with their meaning and rationale, using terms defined in a glossary. Examples of transparent reporting are used for each item to illustrate best practices.

Overview

AI snapshot

Written from the paper’s full text.

TL;DR

STROBE-MR is a 20-item reporting checklist for Mendelian randomisation (MR) studies, and this article explains each item and provides examples of transparent reporting. It aims to help authors, reviewers, and journal editors communicate and appraise MR studies more clearly.

Key findings

  • STROBE-MR comprises 20 reporting items covering title/abstract, introduction, methods, results, discussion, and other information; it was developed by an expert group and revised after a July 2019 preprint and debate at the 4th International Mendelian Randomisation Conference.
  • The paper states that empirical evidence indicates many MR reports do not clearly state or examine MR assumptions and report insufficient details on data sources, making quality and reliability difficult to evaluate.
  • This explanation and elaboration document explains the rationale of each checklist item and uses published MR studies as examples of transparent reporting; the examples are not necessarily ideal but highlight the intended issue for each item.
  • The authors encourage MR study authors, reviewers, and journal editors to use STROBE-MR to improve reporting.

Methods

  • Guideline development: the initiative was established in 2018 following guidance for developing medical research reporting guidelines; an expert group met face-to-face in Bristol, UK, over two days in May 2019 to discuss empirical evidence and draft checklist items.
  • The draft checklist was published as a preprint in July 2019, debated on the preprint platform, social media, and at the 4th International Mendelian Randomisation Conference, then revised.
  • This article is an explanation and elaboration document complementing the STROBE-MR statement; it explains the 20 checklist items using a glossary and examples identified from published MR studies, with some examples edited by removing citations and unrelated sections.

Limitations

  • The paper states that STROBE-MR is not intended as a formal tool for assessing methodological or reporting quality and should not be transformed into a quality scale; it is also not a formal guideline to design and conduct MR studies.
  • The paper states that some items will not apply to MR studies that do not use an instrument for the exposure or do not report instrumental variable estimates, though the checklist still provides useful guidance.
  • The paper states that the examples do not necessarily represent the ideal statement for each checklist item; evident from the text, this is a consensus/guideline explanation and elaboration without reported empirical validation of whether STROBE-MR improves reporting quality.

Model-written summary. Check it against the paper before relying on it.

Integrity signals

Registry

Crossref · 10.1136/bmj.n2233

Cites

138 of 138 references verified0 citation errors · 0 not checkable

Statistics

Nothing to recompute.

Figures

Fig 1 Canonical causal diagram illustrating the assumptions of instrumental variable (IV) analyses. Genetic variant G is used as an instrumental variable (proxy) for exposure X to assess its causal effect on outcome Y. IV assumptions include: I. Relevance: genetic variant G is associated with the exposure of interest X; II. Independence: genetic variant G shares no unmeasured cause with outcome Y; III. Exclusion restriction: genetic variant G does not affect outcome Y except through its potential effect on the exposure of interest X. Solid arrows=causal effects; dashed arrows=causal effects that are specifically prohibited by the IV assumptions. Note that other causal diagrams can be drawn that satisfy the IV assumptions (eg, genetic variant G does not have to directly cause exposure X); likewise, other pathways not drawn might violate the IV assumptions (eg, selection biases can also lead to violation of the independence assumption)
Fig 1 Canonical causal diagram illustrating the assumptions of instrumental variable (IV) analyses. Genetic variant G is used as an instrumental variable (proxy) for exposure X to assess its causal effect on outcome Y. IV assumptions include: I. Relevance: genetic variant G is associated with the exposure of interest X; II. Independence: genetic variant G shares no unmeasured cause with outcome Y; III. Exclusion restriction: genetic variant G does not affect outcome Y except through its potential effect on the exposure of interest X. Solid arrows=causal effects; dashed arrows=causal effects that are specifically prohibited by the IV assumptions. Note that other causal diagrams can be drawn that satisfy the IV assumptions (eg, genetic variant G does not have to directly cause exposure X); likewise, other pathways not drawn might violate the IV assumptions (eg, selection biases can also lead to violation of the independence assumption)CC BY · PubMed Central
Fig 2 Numbers of participants in UK Biobank who passed validation for mendelian randomisation study. Figure reproduced with permission from Mountjoy et al, 201887
Fig 2 Numbers of participants in UK Biobank who passed validation for mendelian randomisation study. Figure reproduced with permission from Mountjoy et al, 201887CC BY · PubMed Central
Fig 3 “Causal relationships of insomnia symptoms. (A) Associations between SNPs associated with frequent insomnia symptoms and CAD. Per allele associations with risk plotted against per allele associations with frequent insomnia symptom risk (vertical and horizontal black lines around points show 95% confidence intervals (CI) for each polymorphism) are shown for three different MR association tests. (B) Forest plot showing the estimates of the effect of genetically increased insomnia risk on CAD. Nearest genes are displayed to the right of the plots. Also shown for each SNP is the 95% CI (gray line segment) of the estimate and the IVW MR, MR-Egger, and weighted-median MR results in red. Sample sizes of each GWAS used in the MR analyses are as follows: frequent insomnia symptoms (n cases=129,270; n controls=108,352), CAD (n cases=60,801; n controls=123,504).”98 Figure reproduced with permission from Lane et al, 201998
Fig 3 “Causal relationships of insomnia symptoms. (A) Associations between SNPs associated with frequent insomnia symptoms and CAD. Per allele associations with risk plotted against per allele associations with frequent insomnia symptom risk (vertical and horizontal black lines around points show 95% confidence intervals (CI) for each polymorphism) are shown for three different MR association tests. (B) Forest plot showing the estimates of the effect of genetically increased insomnia risk on CAD. Nearest genes are displayed to the right of the plots. Also shown for each SNP is the 95% CI (gray line segment) of the estimate and the IVW MR, MR-Egger, and weighted-median MR results in red. Sample sizes of each GWAS used in the MR analyses are as follows: frequent insomnia symptoms (n cases=129,270; n controls=108,352), CAD (n cases=60,801; n controls=123,504).”98 Figure reproduced with permission from Lane et al, 201998CC BY · PubMed Central
Fig 4 Leave-one-out analysis. Figure reproduced with permission from Wootton et al, 201839
Fig 4 Leave-one-out analysis. Figure reproduced with permission from Wootton et al, 201839CC BY · PubMed Central

Verification

Claims the paper makes

68 No basis given · 67 Not checked yet · 33 Own interpretation

Verify all 101 references — free account

Show all 48 claims

  • It may state two separate claims as one. 38
  • Probably not a substantial claim. 103
  • The quote only partly states this claim. 1
120 of 120
  • The paper relies on this without support.

    Reporting guidelines help authors effectively communicate all critical information about what was done and what was found.

    “Reporting guidelines help authors effectively communicate all critical information about what was done and what was found.”
  • The paper relies on this without support.

    Genetic variation is essentially randomly inherited from parents to offspring at conception.

    “Genetic variation is essentially randomly inherited from parents to offspring at conception”
  • The paper relies on this without support.

    Mendelian randomisation studies have increased in popularity and have begun to inform understanding of disease causation.

    “Given these advantages, MR studies have increased in popularity and have begun to inform understanding of disease causation.”
  • The authors state this as an assumption.

    Relevance: genetic variant G is associated with the exposure of interest X.

    “I. Relevance: genetic variant G is associated with the exposure of interest X”
  • The authors state this as an assumption.

    Independence: genetic variant G shares no unmeasured cause with outcome Y.

    “II. Independence: genetic variant G shares no unmeasured cause with outcome Y”
  • The authors state this as an assumption.

    Exclusion restriction: genetic variant G does not affect outcome Y except through its potential effect on the exposure of interest X.

    “III. Exclusion restriction: genetic variant G does not affect outcome Y except through its potential effect on the exposure of interest X.”
  • The authors state this as an assumption.

    The exposure has the same effects in everyone (homogeneity).

    “The homogeneity assumption requires that the exposure has the same effects in everyone, which is not directly verifiable.”
  • The authors state this as an assumption.

    An increase in the number of risk alleles does not lower the likelihood of exposure for any individuals (monotonicity).

    “The homogeneity assumption can also be replaced by imposing a monotonicity assumption that an increase in the number of risk alleles does not lower the likelihood of exposure for any individuals, typically leading to estimating an effect in a subgroup of the study population.61”
  • The authors state this as an assumption.

    The size of the direct effects of the genetic variants on the outcome that do not operate through the exposure are independent of the size of the genetic variants’ effects on the exposure (InSIDE).

    “MR Egger regression relaxes the exclusion restriction assumption but imposes an InSIDE assumption that the size of the direct effects of the genetic variants on the outcome that do not operate through the exposure are independent of the size of the genetic variants’ effects on the exposure.”
  • The authors state this as an assumption.

    The association between the genetic variants and the exposure is the same in the two samples (two sample MR).

    “Additionally, the two sample MR approach assumes that the association between the genetic variants and the exposure is the same in the two samples, which might not hold if samples are selected from different subpopulations (eg, by sex, age, ethnicity).”
  • The paper relies on this without support.

    Original data are needed by readers or researchers who wish to evaluate or replicate analyses.

    “Original data are needed by readers or researchers who wish to evaluate or replicate analyses.”
  • The paper relies on this without support.

    Many funders and journals encourage or require data sharing, and provide guidance to authors about the content of any explicit data sharing statement required by their journal.

    “Many funders and journals encourage or require data sharing, and provide guidance to authors about the content of any explicit data sharing statement required by their journal.”
12 of 12

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Citations

Cites

Show all 137 references

Research works printed but not linked: 1

  1. Conference MR. 2019. MRC Integrative Epidemiology Unit. University of Bristol. 2020. https://www.bristol.ac.uk/integrative-epidemiology/seminars/2019/mr-conference-2019.html

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Metadata

Authors
Skrivankova, V. W., Richmond, R. C., Woolf, B. A. R., Davies, N. M., Swanson, S. A., VanderWeele, T. J., Timpson, N. J., Higgins, J. P. T., Dimou, N., Langenberg, C., Loder, E. W., Golub, R. M., Egger, M., Davey Smith, G., & Richards, J. B.
Affiliations
  • University of Bern (CH)
  • University of Bristol (GB)
  • Norwegian University of Science and Technology (NO)
  • Erasmus MC (NL)
  • Harvard University (US)
  • Centre international de recherche sur le cancer (FR)
  • University of Cambridge (GB)
  • Northwestern University (US)
  • University of London (GB)
Corresponding author
Richards, J Brent
Venue
BMJ
Publisher
BMJ
Published
2021-10-26
Volume
375
Pages
n2233
ISSN
1756-1833 (ISSN-L)
OpenAlex
W3210406414
Cited by
1,648
References
137
Citations by year
2026: 217 · 2025: 484 · 2024: 599 · 2023: 252 · 2022: 91 · 2021: 4
FWCI
140.35
Type
journal article
Language
en
Open access
Locations
  • BMJ (publishedVersion, cc-by)
  • Europe PMC (PubMed Central) (publishedVersion, other-oa)
  • PubMed Central (publishedVersion, cc-by)
  • PubMed (publishedVersion)
  • EUR Research Repository (Erasmus University Rotterdam) (publishedVersion, cc-by)
  • EUR Research Repository (Erasmus University Rotterdam) (submittedVersion, cc-by)
  • BORIS (University Library Bern) (submittedVersion, cc-by)
  • Apollo (University of Cambridge) (submittedVersion, cc-by)
  • Apollo
  • Apollo (cc-by)
Funders
  • National Science Foundation (189498)
  • World Health Organization
  • Wellcome Trust (WT 217065/Z/19/Z, 217065/Z/19/Z, 202802/Z/16/Z, 217065, 202802)
  • Public Health Agency of Canada
  • University Hospitals Bristol NHS Foundation Trust
  • Compute Canada
  • NIHR Bristol Biomedical Research Centre (MC_UU_00011/1, BRC‐1215‐2001, NF-SI-0617-10145)
  • Cancer Research UK (C18281/, 29019, C18281 / A19169, 10710, MC_UU_00011/1, 10118, 16563, A19169, 19169)
  • National Institute for Health and Care Research (BRC-1215-2001, C18281/A19169, 217065/Z/19/Z, NF-SI-0617-10145, MC_UU_00011/1)
  • Department of Health and Social Care
  • King's College London
  • European Commission (633784)
  • University of Bristol (C18281/A19169, 217065/Z/19/Z, MC_UU_00011/1)
  • Public Health Agency
  • Schweizerischer Nationalfonds zur Förderung der Wissenschaftlichen Forschung (189498, 10145)
  • ZonMw (91617066)
  • Nederlandse Organisatie voor Wetenschappelijk Onderzoek (91617066)
  • Jewish General Hospital
  • Norges Forskningsråd (189498, 295989)
  • National Institutes of Health (217065/Z/19/Z)
  • Canadian Institutes of Health Research (365825; 409511, 40951_1, 365825)
  • Medical Research Council (MC_UU_00011/6, 217065/Z/19/Z, MR/M005070/1, 202802/Z/16/Z, 217065, WT 217065/Z/19/Z, MC_UU_00011/7, MC_UU_00011/5, MC_UU_00011/1, MC_UU_00011, MC_UU_00011/2)
  • Economic and Social Research Council (+3 PhD Studentship Award, ES/P000630/1, 1+3 PhD Studentship, ES/N000498/1)
  • National Cancer Institute (R01CA222147)
Topics
  • Social Sciences › Decision Sciences › Statistics, Probability and Uncertainty › Meta-analysis and systematic reviews
  • Physical Sciences › Mathematics › Statistics and Probability › Statistical Methods in Epidemiology
  • Physical Sciences › Mathematics › Statistics and Probability › Advanced Causal Inference Techniques
Keywords
reporting guidelines, Mendelian randomization, observational studies, causal inference, reporting checklist, transparency in research reporting, study quality assessment
MeSH terms
Humans, Epidemiologic Research Design, Guidelines as Topic, Mendelian Randomization Analysis, Observational Studies as Topic

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