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Estimating the sample mean and standard deviation from the sample size, median, range and/or interquartile range
Open accessAbstract
BACKGROUND: In systematic reviews and meta-analysis, researchers often pool the results of the sample mean and standard deviation from a set of similar clinical trials. A number of the trials, however, reported the study using the median, the minimum and maximum values, and/or the first and third quartiles. Hence, in order to combine results, one may have to estimate the sample mean and standard deviation for such trials. METHODS: In this paper, we propose to improve the existing literature in several directions. First, we show that the sample standard deviation estimation in Hozo et al.'s method (BMC Med Res Methodol 5:13, 2005) has some serious limitations and is always less satisfactory in practice. Inspired by this, we propose a new estimation method by incorporating the sample size. Second, we systematically study the sample mean and standard deviation estimation problem under several other interesting settings where the interquartile range is also available for the trials. RESULTS: We demonstrate the performance of the proposed methods through simulation studies for the three frequently encountered scenarios, respectively. For the first two scenarios, our method greatly improves existing methods and provides a nearly unbiased estimate of the true sample standard deviation for normal data and a slightly biased estimate for skewed data. For the third scenario, our method still performs very well for both normal data and skewed data. Furthermore, we compare the estimators of the sample mean and standard deviation under all three scenarios and present some suggestions on which scenario is preferred in real-world applications. CONCLUSIONS: In this paper, we discuss different approximation methods in the estimation of the sample mean and standard deviation and propose some new estimation methods to improve the existing literature. We conclude our work with a summary table (an Excel spread sheet including all formulas) that serves as a comprehensive guidance for performing meta-analysis in different situations.
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“Banach et al. used a conversion for median and interquartile range but our study used an updated method [20,26].”
From Effect of Coenzyme Q10 on statin-associated myalgia and adherence to statin therapy: A systematic review and meta-analysis (2020) · cites this paper as [20]
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“When studies reported a median and interquartile range, we estimated the mean and standard deviation (SD) using conventional formulae (Luo et al., 2018;Wan et al., 2014).When both of these were absent, we estimated the standard deviation using prognostic imputation (Ma et al., 2008).”
From Decision making capacity for treatment in psychiatric inpatients: a systematic review and meta-analysis (2024) · cites this paper as Wan et al., 2014
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Citations
Cites
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“can also estimate the sample standard deviation by S ≈ q3 −q1 2Φ−1 0.75n− 125 n+0.25 . (16) A similar estimator for estimating the standard deviation from IQR is provided in the Cochrane Handbook [13], which is defined as S ≈ q3 −q1 1.35 . (17) Note that the estimator (17) is also independent of the sample size n and t…”
MethodInfluentialEstimating the mean and variance from the median, range, and the size of a sample
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“In contrast, the following procedure is commonly adopted in the recent literature including [11,12]: “If the study provided medians and IQR, we imputed the means and standard deviations as described by Hozo et al.”
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“[80] and standard deviations (SD) following Higgins and Green [38]: where m = median, q = quartile”
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“– General characteristics: first author, year and journal of publication, language, countries, funding source, design, recruitment period, number of study centers. we converted results from median and range and/or interquartile range to mean and standard deviation [21].”
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“For meta-analyses, median and interquartile ranges were converted to mean and standard deviation using an approximation method described by Wan et al. 11 .”
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“To handle missing data and attain missing information, we used direct contact details of the first or corresponding author(s) [74] and Wan et al. [75], respectively.”
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Sadeghi, F., Kovács, S., Zsóri, K. S., Csiki, Z., Bereczky, Z., & Shemirani, A. H. (2019) · Platelets · doi:10.1080/09537104.2019.1680826 · Cited by 56
The Effects of Tai Chi and Qigong on Immune Responses: A Systematic Review and Meta-Analysis
Oh, B., Bae, K., Lamoury, G., Eade, T., Boyle, F. M., Corless, B., Clarke, S. J., Yeung, A., Rosenthal, D. S., Schapira, L., et al. (2020) · Medicines · doi:10.3390/medicines7070039 · Cited by 59
Ramanathan, K. R., Yeo, N., Alexander, P. M. A., Raman, L., Barbaro, R. P., Tan, C. S., Schlapbach, L. J., & MacLaren, G. (2020) · Critical Care · doi:10.1186/s13054-020-03418-z · Cited by 56
Cacciamani, G. E., Gill, T. S., Medina, L. G., Ashrafi, A. N., Winter, M., Sotelo, R. J., Artibani, W., & Gill, I. S. (2018) · The Journal of Urology · doi:10.1016/j.juro.2018.04.079 · Cited by 56
Hangaard, S., Laursen, S. H., Andersen, J. D., Kronborg, T., Vestergaard, P., Hejlesen, O., & Udsen, F. W. (2023) · Journal of Diabetes Science and Technology · doi:10.1177/19322968211064633 · Cited by 55
Hou, L., Wang, Q., Pan, B., Li, R., Li, Y., He, J., Qin, T., Cao, L., Zhang, N., Cao, C., et al. (2023) · Diabetes/Metabolism Research and Reviews · doi:10.1002/dmrr.3591 · Cited by 56
“If studies reported medians and interquartile ranges (IQRs), we used the median to impute the missing mean and calculated the SDs using the formula provided by Wan and colleagues.(25) We did not use a range to estimate SD as per Cochrane handbook recommendations.”
MethodBody image concerns in women with polycystic ovary syndrome: a systematic review and meta-analysis
Davitadze, M., Malhotra, K., Khalil, H., Hebbar, M., Tay, C. T., Mousa, A., PCOS SEva team, Robinson, L., Sheikh, J., Melson, E., et al. (2023) · European Journal of Endocrinology · doi:10.1093/ejendo/lvad110 · Cited by 57
Lee, Y., McKechnie, T., Doumouras, A. G., Handler, C., Eskicioglu, C., Gmora, S. B., Anvari, M., & Hong, D. (2019) · Obesity Surgery · doi:10.1007/s11695-019-03832-5 · Cited by 57
Kumar, A., Arora, A., Sharma, P., Anikhindi, S. A., Bansal, N. K., Singla, V., Khare, S., & Srivastava, A. (2020) · Indian Journal of Gastroenterology · doi:10.1007/s12664-020-01058-3 · Cited by 55
Cao, Y., Song, Y., Ning, P., Zhang, L., Wu, S., Quan, J., & Li, Q. (2020) · BMC Pulmonary Medicine · doi:10.1186/s12890-020-01253-0 · Cited by 55
Endoscopic ultrasound-guided parenchymal liver biopsy: a systematic review and meta-analysis
Baran, B., Kale, S. R., Patil, P., Kannadath, B. S., Ramireddy, S., Badillo, R., DaVee, R. T., & Thosani, N. C. (2020) · Surgical Endoscopy · doi:10.1007/s00464-020-08053-x · Cited by 57
Freeze-dried plasma for major trauma – Systematic review and meta-analysis
Mok, G., Hoang, R., Khan, M. W., Pannell, D., Peng, H. T., Tien, H. C. N., Nathens, A. B., Callum, J., Karkouti, K., Beckett, A., et al. (2020) · The Journal of Trauma: Injury, Infection, and Critical Care · doi:10.1097/ta.0000000000003012 · Cited by 55
Lam, C. N., Watt, A., Isenring, E. A., de van der Schueren, M. A. E., & van der Meij, B. S. (2021) · Clinical Nutrition · doi:10.1016/j.clnu.2021.04.031 · Cited by 55
Effects of betaine supplementation on cardiovascular markers: A systematic review and Meta-analysis
Ashtary‐Larky, D., Bagheri, R., Ghanavati, M., Asbaghi, O., Tinsley, G. M., Mombaini, D., Kooti, W., Kashkooli, S., & Wong, A. (2021) · Critical Reviews in Food Science and Nutrition · doi:10.1080/10408398.2021.1902938 · Cited by 55
Xia, X., Chan, K. H., Lam, H. K. B., Qiu, H., Li, Z., Yim, S. H. L., & Ho, K. (2021) · The Science of The Total Environment · doi:10.1016/j.scitotenv.2021.147882 · Cited by 55
Zhu, Y., Song, X., Wu, R., Fang, J., Liu, L., Wang, T., Liu, S., Xu, H., & Huang, W. Y. (2021) · Indoor Air · doi:10.1111/ina.12922 · Cited by 57
Perez‐Vega, C., Domingo, R. A., Tripathi, S., Ramos‐Fresnedo, A., Kashyap, S., Quiñones‐Hinojosa, A., Lin, M., Fox, W. C., & Tawk, R. G. (2021) · Journal of NeuroInterventional Surgery · doi:10.1136/neurintsurg-2021-017771 · Cited by 55
Kim, J. Y., Jang, M., Kim, D., Park, S., & Han, D. H. (2021) · The Journal of Allergy and Clinical Immunology In Practice · doi:10.1016/j.jaip.2021.08.018 · Cited by 56
Ahmed, I., Mustafaoğlu, R., Benkhalifa, N., & Yakhoub, Y. H. (2022) · Topics in Stroke Rehabilitation · doi:10.1080/10749357.2022.2026278 · Cited by 56
Occupational therapy for cognitive impairment in stroke patients
Gibson, E. M., Koh, C., Eames, S., Bennett, S. H., Scott, A. M., & Hoffmann, T. (2022) · Cochrane Database of Systematic Reviews · doi:10.1002/14651858.cd006430.pub3 · Cited by 72
Crucial laboratory parameters in COVID-19 diagnosis and prognosis: An updated meta-analysis
Soraya, G. V., & Ulhaq, Z. S. (2020) · Medicina Clínica (English Edition) · doi:10.1016/j.medcle.2020.05.004 · Cited by 55
Shahid, A. H., Abbasi, M., Larco, J. A., Madhani, S. I., Liu, Y., Brinjikji, W., & Savastano, L. E. (2022) · Stroke Vascular and Interventional Neurology · doi:10.1161/svin.121.000257 · Cited by 55
Kengsakul, M., Boer, G. M. N.-D., Udomkarnjananun, S., Kerr, S. J., Niehot, C. D., & van Beekhuizen, H. J. (2022) · Journal of Gynecologic Oncology · doi:10.3802/jgo.2022.33.e53 · Cited by 55
Lantéri‐Minet, M., Ducros, A., François, C., Olewińska, E., Nikodem, M., & Benjamin, L. (2022) · Cephalalgia · doi:10.1177/03331024221123058 · Cited by 59
“…missing values, estimating means and standard deviations from median, interquartile range and number of patients, based on the method described by Wan et al. (2014) for n> 200 (75): Mean : X q1 þmþ q3 3 Standard deviation : S q3 q1 gðnÞ The primary analysis on available data for PREEMPT…”
MethodNing, L., & Wang, B. (2022) · PLoS ONE · doi:10.1371/journal.pone.0274565 · Cited by 65
“If the studies only provided median value with interquartile (IQR) or range of NfL levels, we converted these values to mean and SD statistics by using methods introduced by Wan et al [22] and Luo et al [23].”
MethodAlmulla, A. F., Thipakorn, Y., Vasupanrajit, A., Algon, A. A. A., Tunvirachaisakul, C., Aljanabi, A. A. H., Oxenkrug, G. F., Al‐Hakeim, H. K., & Maes, M. H. J. (2022) · Brain Behavior & Immunity - Health · doi:10.1016/j.bbih.2022.100537 · Cited by 85
Metadata
- Authors
- Wan, X., Wang, W., Liu, J., & Tong, T.
- Affiliations
- Hong Kong Baptist University (HK)
- Northwestern University (US)
- Corresponding author
- Tong, Tiejun
- Venue
- BMC Medical Research Methodology
- Published
- 2014-12
- Volume
- 14
- Issue
- 1
- Pages
- 135-135
- ISSN
- 1471-2288 (ISSN-L)
- PMC
- PMC4383202
- OpenAlex
- W2170892587
- Cited by
- 11,735
- References
- 15
- Citations by year
- 2026: 1931 · 2025: 1918 · 2024: 1806 · 2023: 1600 · 2022: 1448 · 2021: 1273 · 2020: 803 · 2019: 438 · 2018: 248 · 2017: 156 · 2016: 90 · 2015: 12
- FWCI
- 83.87
- Type
- journal article
- Language
- en
- Open access
- gold
- doi.org
- Licence
- Locations
- BMC Medical Research Methodology (publishedVersion, cc-by)
- Europe PMC (PubMed Central) (publishedVersion, cc-by)
- PubMed Central (publishedVersion, cc-by)
- PubMed (publishedVersion)
- arXiv (Cornell University) (submittedVersion)
- HKBU Institutional Repository (Hong Kong Baptist University) (submittedVersion, other-oa)
- arXiv (Cornell University)
- Funders
- Hong Kong Baptist University (FRG2/13-14/062)
- 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 › Probability and Statistical Research
- Keywords
- sample mean estimation, median, range, interquartile range, meta-analysis, skewed data, normal data
- MeSH terms
- Algorithms, Computer Simulation, Humans, Review Literature as Topic, Statistics as Topic, Meta-Analysis as Topic, Reproducibility of Results, Sample Size, Biomedical Research
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