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epidemiology
the science of public health
the study of the distribution and determinants of health-related states or events in specified populations, and the application of this study to the control of health problems
study
quantitative discipline based on principles of statistics and research methods
distribution
distribution of health events within groups in a population, characterizing health events in terms of person, place, and time
descriptive epidemiology
determinants
causes or factors associated with increased risk/probability of disease
analytical epidemiology
health-related states
anything you can think of
populations
groups of people (not individual patients)
control
epi methods steer public health decision-making and aid in developing and evaluating interventions
applied epidemiology
objectives in epidemiology
identify causes of disease (etiology) and risk factors
determine the extent of the disease in the community
examine the natural history of the disease and prognosis
evaluate effectiveness of interventions and treatments
provide input on public policy
identify causes of disease (etiology) and risk factors
descriptive statistics often evaluated first
means, counts, percentages
next, try to determine possible causes of observed differences: measurement error? greater exposure? differences in characteristics of people in our popultion of interest?
determine the extent of the disease in the community
in addition to reporting extent of disease, epidemiology also focuses on changes in threats to health over time
similar changes found as countries become more industrialized (“epidemiologic transition”)
changes in causes of death necessitate changes in type of research done
epidemiologic influence on clinical practice
many aspects of clinical practice are developed from research on populations of people
diagnostic practices
knowledge about association between certain assessment findings (heart murmurs) and specific disorders (mitral regurgitation) came from population-based research
prognosis estiamtes
based on observations of large groups of people with the same disease at the same stage who received the same treatment
treatments
randomized trials on large groups of people provide evidence about the efficacy of different treatment options
scientific method used in epi
observation
hypotheses: what causes (or correlates) with the disease
data collection and analysis
conclusions/recommendations
epi as an interdisciplinary field
math and biostats
demography and geography
history
sociology
behavioral sciences
law
before epidemiology, how did we determine what caused diseases?
no concept of testing hypotheses in a systematic way in groups of people
no structured way of evaluating information
“causes” of bubonic plague
14th century plague that swept through Asia, Europe, and Africa
killed 50 mil; between 1346-1352, 25-33% of European population died
believed “black death” was caused by punishment from God/gods, contact with lepers, walking in the hot sun, miasmas
miasma
Greek for pollution
noxious vapors/gases, caused by decaying matter and foul smell
diseases attributed to miasma: cholera, bubonic plague, and malaria (bad air)
actual cause of plague
bacterium
transmitted through bites of infected fleas and other vectors, person to person via air, contact with contaminated fluid or tissue
key figures in development of epi
John Graunt: summarized pattern of mortality in 17th century London
James Lind: used experimental study to determine cause of scurvy in 18th century
John Snow: showed that cholera was transmitted by fecal contamination of drinking water in 19th century
cholera background
swept into Europe in early 1800s, epidemics in London and Paris
symptoms:
nausea, dizziness
violent vomiting and diarrhea
rice water stools
extreme muscle cramps
insatiable thirst
cardiovascular collapse
death
bacterial infection of the intestine transmitted by ingestion of water or food contaminated with sewage
cholera theories
connection between micro-organisms and disease had not yet bee determined so believed it was due to miasmas
John Snow
English anesthesiologist and father of epidemiology
hypothesized cholera may be transmitted by water or food, not miasma
conducted a landmark series of studies to test hypothesis and create an intervention
create mapping of Broad Street
London Water Supply
Some families carried water from community pumps; others got water from companies that pumped water from the Thames River via pipes
Two different water companies supplied water from the Thames River to houses in the same area
In 1852, the Lambeth Company relocated its sources of water to a less polluted portion of the river
Snow noted that residents served by the Lambeth Company had fewer cases of cholera than residents served by the other company
Significance of Snow’s work
based on observation and reason, he proposed a new hypothesis for how cholera was transmitted
tested hypothesis by collecting data systematically and comparing groups of people
established an association between certain (contaminated) drinking water and getting cholera
argued for an intervention that prevented more cases
after Broad Street outbreak
removed pump handle temporarily to halt the outbreak
public officials refused to accept waterborne theory; clung to miasma
fecal-oral route finally became accepted after the isolation of the cholera bacterium in 1883 (well after Snow’s death)
2015 epi example
residents of Flint, MI were concerned about water quality and skin rashes
Dr. Mona Hanna observed elevated blood lead levels in her patients and decided to conduct an analytic epidemiologic study using data available in electronic medical records
revealed findings publicly and advocated for action in Sept 2015 press conference before her research was scientifically peer-reviewed
issued health advisory
findings met with skepticism - said she was inciting a panic
continued to publish her work and MI ultimately began to take public health action
wealth of information on health status of populations around the world and in the US
Most data are collected by governmental & non governmental agencies on a routine basis or by special surveys
Can obtain info on deaths & a wide variety of conditions, including acute illnesses & injuries, chronic conditions, & pregnancy outcomes
Information also available on characteristics that influence a person’s risk of illness
Nutritional habits; immunizations; use of cigarettes, alcohol, & drugs
Also have data on impact of conditions on utilization of health service
US government agencies involved in public health data collection
US department of health and human services (HHS)
centers for disease control and prevention (CDC): monitoring and surveillance and health promotion
national institutes for health (NIH): funds and conducts research on treatment and prevention
US department of agriculture: national dietary guidelines and WIC and SNAP programs
US data sources
US census
vital statistics
health surveys
disease registries
notifiable disease systems
sentinel surveillance
administrative systems
census data
every 10 years, the government conducts a census of the entire US population
household characterisitcs, age, race, education, occupation, insurance coverage, income, disability
essential for calculating rates in populations so we can compare disease burden and trends
vital statistics
information collected at time of birth and death
mortality records are oldest data systems used for disease surveillance
collected via vital registration system in US
process: states register death certificates and transmit files to national center for health statistics for processing; in return, states receive files with international classification of disease codes
death certificates list immediate cause of death, sequence of events that led to death, other contributing causes and manner of death - occasionally incomplete
accurate cause-of-death ascertainment has broad implications for understanding disease burden in US
% of excess death not assigned to COVID varies by state and county
counties less likely to assign excess deaths in the West and South, areas with low SES or non-Hispanic black residents
health surveys
may be used to collect info about self-reported behaviors and health practices
national health and nutrition examination survey (NHANES): gathers data on health and diet of US population, includes interviews and health tests
national health interview survey: gathers data on major health problems and healthcare utilization
national survey of family growth: gathers data on marriage, divorce, family planning, infertitlity; both men and women 15-49 in 50 states
behavioral risk factor surveillance system (BRFSS): telephone survey on health risk behaviors related to chronic disease, injuries, & death; incudes use of screening & preventive services, smoking, alcohol use, physical activities, F/V consumption, seatbelt use, & weight control, being updated to comply with new administration’s DEI orders
national hospital care survey: collects data on patient care in hospital-based settings (inpatient, emergency, outpatient) to describe patterns of health care delivery and use in the US
national immunization survey: collects info on immunization coverage in US
national survey of drug use and health: obtains information on mental health, use of various substances, ended in 2025
pregnancy risk assessment and monitoring system: data on maternal attitudes and experiences before, during, and shortly after pregnancy, 81% of US births, on hold to comply with new administation’s DEI orders
youth risk behavior surveillance system (YRBSS): includes 1- a national school-based survey conducted by CDC & state, territorial, & tribal education groups, & 2-local surveys conducted by state, territorial, & local education groups + health agencies
public health surveillance
systematic, ongoing collection, management, analysis, and interpretation of data
followed by dissemination of data and applying surveillance findings to public health programs
notifiable disease systems
council of state and territorial epidemiologists (CSTE) recommends annual modifications to list
120 illness and disease types, primarily infectious diseases, few noncommunicable diseases
chronic disease registries
Collection of chronic disease info often mandated under state law
Most common state surveillance system: cancer registry
Hospital registries: info on patients diagnosed/treated at specific facility
Often have funds to conduct follow-up
Population-based registries: info on all people residing in a specific geographic area
Often do not have funds to conduct follow-up
Other registries: traumatic brain injury, stroke, birth defects
Surveillance, epidemiology, and end results program (SEER): collects data on prevention, diagnosis, and treatment of cancer in 18 population-based registries across US
sentinel surveillance
“sentinel event” could be a symptom, constellation of symptoms, diseases, or deaths
focused on occupational-related health conditions for chronic diseases (silicosis, lead poisoning)
now COVID and other respiratory illnesses
administrative systems data
hospital discharge info, medicaid and medicare claims
limited by incomplete records, unreliable coding/measurement error, and the fact these data only capture events that occur in a hospital setting
world health organization (WHO)
World Health Statistics Annual: Compiles international morbidity & mortality data on 194 WHO member states
Cancer Incidence on Five Continents: WHO International Agency for Research on Cancer (IARC) collects data on cancer incidence & mortality from many countries around the world
united nation public health data collection
demographic yearbook
collect data on 230 countries and areas of world on population size, distribution and growth, births, deaths, marriages, divorces
global players in data collection
WHO
united nations
non-governmental and multi-lateral organizations
data considerations
specific population covered by the data collection system
calendar period covered by data collection system and frequency with which data are updated
the most current available data typically lag a year or two behind the present
every data collection system has some incomplete and inaccurate material
two types of epidemiology
descriptive and analytic/scientific
descriptive epi
describe disease patterns
monitor public’s health
evaluate success of intervention programs
generate hypotheses about causes of disease
identify and count cases of disease in populations and conduct simple studies (case report, case series, cross-sectional study, ecologic study)
what are the main conditions/diseases in a population? who is getting them? how does it vary across time and place?
identify problems, trends, high risk groups; planning and where to spend resources; generate hypothesis for analytic epi
cannot identify causes of disease!!
analytic/scientific epi
search for disease causes and preventions
evaluate hypothesis about causes of disease
evaluate success of intervention programs
compare groups and systematically determine: is there an association? (clinical trial, experimental study, case-control study, cohort study)
descriptive epi measures
person
place
time
person
important to examine because personal characteristics may affect illness
permanent: age, sex, race/ethnicity
biological: immune status
acquired: marital status
activities: occupation, leisure activities, use of medications/tobacco/drugs
conditions: SES
age
likely the single most important “person” attribute
almost every health-related event varies with age
can be categorized by year or year groupings
factors that vary with age
susceptibility
opportunity for exposure (hygiene hypothesis)
incubation period of disease
physiologic response
sex
refers to a person’s biological status (male/female)
indicators of biological sex: sex chromosomes, gonads, internal reproductive organs, external genitalia
gender
refers to attitudes, feelings, and behaviors that a given culture associates with a person’s biological sex
gender identity
refers to “one’s sense of oneself as male, female, or transgender”
descriptive epi: person/sex
differences in disease rates may occur because of genetic, hormonal, anatomic, or other inherent differences between the sexes
inherent differences affect susceptibility or physiologic responses
differences may also be due to difference in opportunity or levels of exposure
descriptive epi: person/gender ex.
trachoma - infectious cause of blindiness
4x as common in women vs. men
not by biological difference but attributed to sociocultural factors
no consensus on race vs. ethnicity
one view: ethnicity is cultural heritage while race is a societally-imposed identity based on phenotype (ex. skin color, hair texture, etc.)
descriptive epi: person/race and ethnicity
differences in racial, ethnic, or other group variables may reflect differences in susceptibility or exposure, or differences in other factors that influence risk of disease, such as SES and access to health care
descriptive epi: person/SES
many variables: occupation, family income, educational achievement, living conditions, social capital
epidemiologists commonly use occupation, income, and educational achievement (easiest to measure) but recognize not precise measures of SES
adverse health conditions increase with decreasing SES (ex. infant mortality, life expectancy, infectious disease) —> may reflect harmful exposure, low resistance, less access to care
few adverse health conditions occur more frequently among persons of higher SES
melanoma
breast cancer (first child later in life, fewer children, menopausal hormone therapy, drink alcohol)
tennis elbow
marital status
singe or non-married (ex. never married, divorced, widowed)
married
living with a partner
in general, people in partnerships tend to have lower rates of morbidity and mortality
partnership may operate as a protective or selective factor
protective: provide environment conducive to health
selective: people who have/seek partnership are healthier than those who don’t
descriptive epi: place
place helps us determine where diseases are occurring and if frequency varies by location
any geographic location relevant to disease occurrence (place of residence/diagnosis, birth place, place of employment, school district, recent travel destinations)
even if place data cannot reveal why risk may be increased, it can help generate hypotheses to test with additional students (ex. crowding, homes built in wooded areas and Lyme)
time
occurrence of disease change over time
some are predictable and some aren’t
ex. flu, RSV, pertussis (predictable), salmonella (unpredictable)
for diseases that occur seasonally, health officials can
anticipate their occurrence
implement control and prevention measures (ex. flu vaccination campaign)
for diseases that occur sporadically investigators can
conduct studies to identify causes and modes of spread
develop appropriately targeted action to control or prevent further occurrence
regardless of predictability, displaying patterns of disease occurrence by TIME is critical for:
monitoring disease occurrence in the community
assessing whether public health interventions made a difference
years, months, days, specific day or time
hypothesis
tentative explanation for an observation, phenomenon, or scientific problem than be tested by further investigation
process of generating hypotheses is creative, and combines observations with biomedical and sociodemographic information
as epis, we generate hypotheses by:
Comparing groups with different disease rates to try & identify characteristics that may account for those disparate rates
Identifying common characteristics that link affected groups
Describing the presence/variation over time for an associated risk factor
Making analogies with other conditions/diseases
descriptive epi: hypothesis generation
specific enough to be tested using scientific method
defines two or more groups to be compared (ex. exposed vs. unexposed)
gives direction of relationship (ex. exposure increases risk or exposure decreases risk of disease)
gives a time frame for the expected outcome
Sandy Ford
1981: Sandy Ford, US CDC drug technician, major role in beginning of HIV/AIDS epidemic
noticed increase in requests for pentamidine isethionate - a drug available in US only through CDC for treatment of Pneumocystis pneumonia (PCP) - immunocomprised and organ transplant patients who were immunosuppressed
after communication with treating physicians, she learned that all of these patients were otherwise adults men who had sex with men
unusual and communicated to supervisor
origins of disease
descriptive epi can be used to study origins of disease
we are interested in learning: who are the people at greatest risk for developing the condition and when and where the condition occurs
natural history of disease
onset of disease
pathological evidence
signs and symptoms begin
person seeks medical care
diagnosis
treatment
outcome
non-clinical disease
not apparent or obvious signs or symptoms
pre-clinical disease
disease at an early stage that will ultimately present with signs/symptoms
subclinical disease
low severity disease that may not ultimately present with signs/symptoms
chronic disease
persistent disease in which symptoms wax and wane
latent disease
organism causing disease has stopped replicating but lays dormant in body
clinical disease
high severity disease that produces signs and symptoms
signs: objective manifestations of disease
symptoms: subjective manifestations of disease
epidemiologic triad and onset of disease
disease occurs as the result of an interaction between a host, an agent (causes the disease), and the environment
sometimes a vector facilitates transmission of a given disease
host must be susceptible to disease in some way
interaction permits transmission of a pathogenic organism or an alteration of body function
genetic components can be activated due to interaction so difficult to identify these as symptoms and often takes time to develop
bacteria
Staphylococcus aureus
• Streptococcus pyogenes
• Escherichia coli
• Helicobacter pylori
viruses
Herpes simplex
• Hepatitis A, B, C
• Varicella zoster
• SARS CoV-2
fungi
Candida albicans
• Aspergillus
• Pneumocystic jirovecii
protozoa
Giardia lamblia
• Trypanosoma brucei
• Plasmodium
dietary insufficiency
Vitamin C
• Vitamin D
• Folic acid
characteristics of the environment could influence the presence of the agent and nature of the interaction
temperature
humidity
water supply
pollution
population density
disease transmission
directly or indirectly
direct transmission
direct contact
indirect transmission
by exposure to a common vehicle
water
air
vectors
formites (objects such as furniture, utensils, etc. on which organisms can survive)
carrier
someone who can transmit an infectious organism or trait that causes disease but shows no signs or symptoms of disease
ex. Mary Mallon (Typhoid Mary) is believed to have been responsible for 10 outbreaks of typhoid in NYC in 1900s
common characteristics of outbreaks
Sudden, sharp increase in the number of cases following an exposure
Increase in cases is limited to those who experienced the same exposure
Example: There was a sharp increase in leukemia among people living in Hiroshima following the atomic bomb
disease outbreaks
extent to which disease affects a population is associated with susceptibility and mount of immunity in the population
susceptible
those at risk for developing condition
immune
those who cannot develop condition
may have had condition and may have developed antibodies against condition
may have been immunized against condition
herd immunity
large % of people in a community become immunized against a condition
low likelihood of diseased person coming into contact with a susceptible person
chain of infection broken and less likely to be an outbreak
for herd immunity to be effective
1. Immunity needs to be complete (If only partial immunity, a person could become re-infected & spread would not be contained)
2. Condition has to be spread from person-
to-person (If organism can survive outside of a human host & be transmitted by another means (e.g., fomite), herd immunity may not develop)
immunization and herd immunity
% of people who need to be immunized for herd
immunity to occur varies based on condition
Measles is highly contagious; ~94% of population needs to be
immunized to restrict spread of infection
Poliomyelitis is ~80%
Immunization programs are developed to get as many
people immunized as possible
incubation and disease spread
once an organism has infected a host, it begins to replicate
a person may not experience symptoms: incubation period
may express measurable biomarkers of disease
symptoms begin once number of organisms reaches a threshold
an infected person may be contagious during the incubation period
quarantine
separates and restricts movement of people exposed to a contagious disease to see if they become sick
incubation and chronic disease
Chronic diseases also have an “incubation period” (the time it takes for symptoms
to appear)
Person may be exposed to a carcinogen, but it will take time for
cancer to develop
Person may be exposed to coal dust, but it will take time before lung disease develops
Person may be exposed to radiation, but it may take time before effects of are observed
epidemic curve
number of cases of a disease following an exposure can be plotted over time
each vertical bar represent number of cases
connect tops of each bar in a graph