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© 1981 Oxford University Press

research-article

Considerations in Determining Matching Criteria and Stratum Sizes for Case-control Studies

SANDER GREENLAND*, HAL MORGENSTERN** and DUNCAN C THOMAS{dagger}

*Division of Epidemiology, UCLA School of Public Health Los Angeles, CA 90024, USA
**Department of Epidemiology and Public Health, Yale School of Medicine New Haven, CT 06510, USA.
{dagger}Department of Epidemiology and Health, McGilll University Montreal, Quebec H3A 2B4, Canada

Greenland S [Division of Epidemiology, UCLA School of Public Health, Los Angeles, CA 90024, USA], Morgenttem H and Thomas DC. Considerations in determining matching criteria and stratum sizes for case-control studies. International Journal of Epidemiology 1981, 10: 389–392.

Despite considerable research into the statistical properties of matching in case-control studies, much disagreement remains regarding practical guidelines for the employment of the procedure. We critically examine some recent statistical recommendations, and review a number of theoretical and practical considerations that should be employed In designing matched studies. We conclude that determination of matching criteria and stratum sizes should always involve practical as well as theoretical considerations, and that global recommendations regarding matching cannot be justified on the basis of statistical considerations alone.

Received 12 May 1981


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