DEMOGRAPHY: STANDARDIZATION AND ADJUSTMENT OF RATES


HIGHLIGHTS
-           Introduction
-           Approaches to Standardization
-           Direct Standardization
-           Indirect Standardization
-           Abuse of Standardization
-           Conclusion


INTRODUCTION
Rates according to Webster’s dictionary of English language is the amount of something in relation to some other thing. It is a fixed ratio between two things or quantities. Rate is the most important tool in measuring disease or death or measuring morbidity or mortality Onwasigwe (2006). Rate is used to measure events that are related to the population or subgroups in which they occur. A rate is usually expressed as per standard population size which could be 1000, 10,000 or even 100,000.
            Standardization or adjustment of rates is used to enable the valid comparison of groups that differ regarding an important health determinant most commonly age. It is in fact a specific application of the general methods to control confounding factors. Historically the need for age standardization was recognized well before the general concept of confounding can be applied to standardization.

APPROACHES TO STANDARDIZATION
There are two major approach to standardization, they include the Direct standardization, and the indirect standardization.

DIRECT STANDARDIZATION
This is used when the study population is large enough that the age specific rates within the population is stable. The variables of interest that is the age-specific rates in two or more populations are applied to the chosen population of age structure called the standard population. In as much as any standard population may be selected, it is better to utilize one in which the age distribution equals the those of the population under study.
            Direct standardization is commonly used in reports of vital statistics as in mortality or disease incidence trends eg cancer incidence.
            The standard to be the used should be one that is relevant at that particular point in time and are being used. A direct method of standardization can be shown in the following table.
Age group (year)


0-5 years
5-19 years
20 years
Total
No 1
Number of deaths
84
75
16
175

Number of population
3000
5000
12000
20,000

Mortality per 1000
84
40
4
17.5
N0 2
Number of deaths
180
168
16
364

Number of population
5000
7000
8000
20,000

Mortality per 100
96
50
4
36.4
            In the above table, there were two population groups, group I and group 2. It shows the number of deaths in the two groups. In group I, the population is 20,000 individuals, of various age groups. There were 175 deaths with mortality rate of 17.5.
            In no 2, the population is also 20,000 with a total no of 364 deaths and mortality rate of 36-4.
            The mortality rate in group 2 is almost double of that of group I.
            In all, the mortality rate varies between the various age groups. It is seen to be highest in the younger age groups. i.e 0-5years and lowest in the higher age group 20 years+. Also the age distribution of the population are different. Group 2 has more deaths than group I.
            The more deaths in group 2 are as a result of the difference in the age structure of the population involved. This problems is solved by direct standardization where the mortality in each population is adjusted to allow for the difference in the age structure.
            The comparison of mortality or mortality  rates in different population groups requires the calculation of standardized rate, sex as well can also be standardized to give the standard rates in males and females separately or when combined to give the sex/age standardized rates.
            The standard approach to explaining standardization involves the concept of expected and (Observed) courts in direct standardization and one estimates the rate that would have been observed if the study population had the same age structure as the reference group.

INDIRECT STANDARDIZATION
            Indirect standardization has played a major role in studies of occupational diseases of studies of place and time –limited environmental catastrophes. Indirect standardization was introduced as a tool before direct standardization.
            Two populations are compared in indirect method. Due to small members one of the populations are compared in indirect method. Due to small members one of the populations has a highly variable or unknown age specific rates.
            To get the expected rates of the smaller study group, the more stable rates of the larger population is applied. The conventional method of indirect standardization is to calculate the standardized mortality ratio (SMR). The standard mortality ratio compares the mortality or morbidity which occurred in a designated group with that of a standard population.
            The number of deaths or diseased persons expected in a particular age/sex groups is obtained by the multiplication of the age/sex specific death rate (mx) with the number of persons of that particular sex and age in the population being investigated (Px).
            The expected number of deaths in the entire population being investigated is obtained by adding the expected deaths for each age/sex group. The observed number of deaths are then divided by the expected deaths to give the standardized mortality ratio.
Standard mortality Ration
=          Observed deaths (d)   x         100
            Expected death (Px  x  Mx       1
Age group
Death rates per 100 in general population
Population of study group (1000)(Px)
Expected deaths Mx x Px
Observed deaths
0-5
0.045
75
0.675
20
6-15
0.045
1.25
0.75
9
16=
0.03
3.0
0.60
1
Total
0.01

2025
30
Indirect standardization uses the reference population to provide age-specific rates. Within each age stratum, one multiplies the reference rate by the number of people in the study population to people in the study population to determine the number of cases that would have been expected if that were the rate in the study group. Values greater than I indicate a higher mortality than expected, standard mortality ratios can be compared for different outcomes within the same study population.
            The use of standard rates is controversial. Any summary measure can hide patterns that might have important public health implications in age standardization, one might fail to detect age-specific difference in risk access time or place e.g people at younger ages might have a higher risk in recent years compared to previous years, while older people could have the opposite pattern. Despite these risk, standardized rates have been found to provide useful summary measures, especially when outcomes are rare and specific rates display wide random variability.

ABUSE OF STANDARDIZED RATE
            One of the biggest potential abuses of standardized rates is by health care planners who use the standardized rates to estimate demand for services. This is an incorrect practice. The standardized rates reflect the member of new cases that would arise. In a hypothetical population, the actual number of cases expected is given by the crude rate which should always be employed in health care planning analysis.

CONCLUSION
Adjusted and Standardized rates are usually required for age because of its marked effect on disease and death. Other variables that may be standardized include sex, occupation, personal habits, ethnic groups etc.
            Indirect standardization has also played a major role in studies of occupational diseases. Indirect standardization was a tool used before direct standardization. The standard approach to explaining standardization involves the concept of expected and observed counts.
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