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1 December 2006 SSP Core Facility Department of Statistics What Researchers Need to Know about the Statistical Consulting Process or Working with the Statistician as a Research Colleague Walt Stroup Professor & Chair, UNL Department of Statistics
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Department of Statistics 1 December 2006 SSP Core Facility What Researchers Need to Know about the Statistical Consulting Process or Working with the Statistician.

Dec 26, 2015

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Page 1: Department of Statistics 1 December 2006 SSP Core Facility What Researchers Need to Know about the Statistical Consulting Process or Working with the Statistician.

1 December 2006 SSP Core Facility

Department of Statistics

What Researchers Need to Know about the

Statistical Consulting Processor

Working with the Statistician as a

Research Colleague

Walt StroupProfessor & Chair, UNL Department of Statistics

Page 2: Department of Statistics 1 December 2006 SSP Core Facility What Researchers Need to Know about the Statistical Consulting Process or Working with the Statistician.
Page 3: Department of Statistics 1 December 2006 SSP Core Facility What Researchers Need to Know about the Statistical Consulting Process or Working with the Statistician.

1 December 2006 SSP Core Facility

Department of Statistics

Outline for Talk

I. Role of a Statistician

II. Statistical View of Research Process From planning to finished product

III. Essential features of an effective partnership What is expected of you; what you should expect

IV. What can go wrong & what to do about it

Page 4: Department of Statistics 1 December 2006 SSP Core Facility What Researchers Need to Know about the Statistical Consulting Process or Working with the Statistician.

1 December 2006 SSP Core Facility

Department of Statistics

Cool Quote – Source Unknown

Writers tell stories with words

Painters tell stories with pictures

Musicians tell stories with music

Statisticians tell stories with numbers

HoweverThere must be a story to tellor the words, pictures, music,numbers --- and sophisticated methodology ---are “...full of sound and fury, signifying nothing...”

Page 5: Department of Statistics 1 December 2006 SSP Core Facility What Researchers Need to Know about the Statistical Consulting Process or Working with the Statistician.

1 December 2006 SSP Core Facility

Department of Statistics

So...Statisticians:

The object of consulting is

The object of consultingconsulting collaborationisThe Sciencenotthe math nor the statistical techniques

Page 6: Department of Statistics 1 December 2006 SSP Core Facility What Researchers Need to Know about the Statistical Consulting Process or Working with the Statistician.

1 December 2006 SSP Core Facility

Department of Statistics

Cool Quote – Source Unknown

There are three subjects everybody thinks they can be an expert in with no formal training:−Law

−Medicine

−Statistics

NOT !!!

Page 7: Department of Statistics 1 December 2006 SSP Core Facility What Researchers Need to Know about the Statistical Consulting Process or Working with the Statistician.

1 December 2006 SSP Core Facility

Department of Statistics

Role of Statistics in Research

Another cool quote, source also unknown: “Think of ’Statistics’ as ‘the rules of evidence

for scientific inquiry’” Webster: “Statistics is a branch of

mathematics...”

Better: Oxford English Dictionary – “Statistics is the science of data collection, analysis, and reporting for the purposes of characterizing a population, testing a theory, or making a decision

Page 8: Department of Statistics 1 December 2006 SSP Core Facility What Researchers Need to Know about the Statistical Consulting Process or Working with the Statistician.

1 December 2006 SSP Core Facility

Department of Statistics

Some Influences

My Major Professor: R.L. Anderson “This is the worst data set I ever saw! Why didn’t they talk to me first? Unbelievable!”

GeraldHahn

90% of the value of statistics is in what happens before any data are collectedWhen people see me after the fact I often feel thatthe only thing I can do is write the death certificate

“Don’t argue – take data”

“You need to learn to think of yourself not as a statistical consultant but as a research consultant”

Page 9: Department of Statistics 1 December 2006 SSP Core Facility What Researchers Need to Know about the Statistical Consulting Process or Working with the Statistician.

1 December 2006 SSP Core Facility

Department of Statistics

E. O. Wilson

not the exact quote, but true to spirit:

What sets good research apart is

usually not one’s cleverness in finding

the answer but one’s skill in•asking the right question, and•phrasing it carefully and well

to which I would add:“...and collecting the right data...”

Theme?Planning!

Page 10: Department of Statistics 1 December 2006 SSP Core Facility What Researchers Need to Know about the Statistical Consulting Process or Working with the Statistician.

1 December 2006 SSP Core Facility

Department of Statistics

Page 11: Department of Statistics 1 December 2006 SSP Core Facility What Researchers Need to Know about the Statistical Consulting Process or Working with the Statistician.

1 December 2006 SSP Core Facility

Department of Statistics

Steps in Research Planning Protocol Description

What is the Research Question?

Relevant Evidenceto answer question(response variables

How will evidence beused to answer(hypothesis test?)

How will evidencebe collected – design?(clinical trial model? sample survey? )

How much evidence?(sample size?)

Collect data

Data analysis ConclusionsNew questions

Answer

?

Page 12: Department of Statistics 1 December 2006 SSP Core Facility What Researchers Need to Know about the Statistical Consulting Process or Working with the Statistician.

1 December 2006 SSP Core Facility

Department of Statistics

When is this Planning Applicable?

Grant writing

Preparing a dissertation proposal Journal Publication Informing Policy Decisions

Page 13: Department of Statistics 1 December 2006 SSP Core Facility What Researchers Need to Know about the Statistical Consulting Process or Working with the Statistician.

1 December 2006 SSP Core Facility

Department of Statistics

late Senator Daniel Patrick Moynihan

we in this nation face a choice

we can inform public policywithsound research

or

we can continue to make policy on the basis of data-free ideology

Page 14: Department of Statistics 1 December 2006 SSP Core Facility What Researchers Need to Know about the Statistical Consulting Process or Working with the Statistician.

1 December 2006 SSP Core Facility

Department of Statistics

Another of “Walt’s mentors”: Dal Kratzer

defined statistics as “experimentation science” Protocol description form

Intended for pharmaceutical research & development

With word-smithing and tweaking, readily applicable as a template for research planning

Page 15: Department of Statistics 1 December 2006 SSP Core Facility What Researchers Need to Know about the Statistical Consulting Process or Working with the Statistician.

1 December 2006 SSP Core Facility

Department of Statistics

Protocol Description FormWhat are the objectives – these must be translated into specific questions that can be answered with data Key: operating definitions

What is the relevant evidence? Distinguish between essential variables and auxilliary variables

What are the measurement units? This implied defining the target population & how you intends to sample / observe it

What is the treatment design?

Experiment design?

Power analysis – how many observations do I need

Murphy’s Law – what can go wrong? what will I do?

How will I analyze the data? How does this relate to objectives?

Plan for reporting? Target audience? Intended purpose

Page 16: Department of Statistics 1 December 2006 SSP Core Facility What Researchers Need to Know about the Statistical Consulting Process or Working with the Statistician.

1 December 2006 SSP Core Facility

Department of Statistics

Working with Statistician

Haste makes waste Build a relationship Plan to educate statistician about your research

−Two way street

−You’re not a statistical expert; the statistician is not an expert in your discipline

“De-jargonization”

Page 17: Department of Statistics 1 December 2006 SSP Core Facility What Researchers Need to Know about the Statistical Consulting Process or Working with the Statistician.

1 December 2006 SSP Core Facility

Department of Statistics

What you don’t want

Page 18: Department of Statistics 1 December 2006 SSP Core Facility What Researchers Need to Know about the Statistical Consulting Process or Working with the Statistician.

1 December 2006 SSP Core Facility

Department of Statistics

Types of statistical investigations

“Data mining”−characterization, “fishing expedition”

− looking for patterns that “might” be there

− latent class, factor analysis, other multivariate methods

Associations−“cross-tabs”, log-linear models, path analysis

−often based on survey or retrospective data

Treatment or factor effect−based on experiment design or quasi-design

−“clinical trial” model; closest thing to cause & effect

Page 19: Department of Statistics 1 December 2006 SSP Core Facility What Researchers Need to Know about the Statistical Consulting Process or Working with the Statistician.

1 December 2006 SSP Core Facility

Department of Statistics

Essential Parts of the Process - I

What is the research question?− It is easy to be vague

− It is easy to be vague when you think you aren’t

−Operating definitions are essential

Is “Math in the Middle” effective?−what do you mean by “effective”?

−compared to what?

−once “effective” has an operating definition, can you measure it? how?

− if you can’t, you don’t have an operating definition yet

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1 December 2006 SSP Core Facility

Department of Statistics

Essential Parts of the Process - II Power First

−what is the population?−what elements represent the population?−how do you (ethically) observe the elements?

Then−what are the relevant sources of variation among the

elements?−what is the magnitude of variation assoc with these

sources?−how big an effect is considered important?

Page 21: Department of Statistics 1 December 2006 SSP Core Facility What Researchers Need to Know about the Statistical Consulting Process or Working with the Statistician.

1 December 2006 SSP Core Facility

Department of Statistics

What power analysis is NOT

Page 22: Department of Statistics 1 December 2006 SSP Core Facility What Researchers Need to Know about the Statistical Consulting Process or Working with the Statistician.

1 December 2006 SSP Core Facility

Department of Statistics

Essential Parts of the Process - III

Power Should be a dialog At its best

−mutual learning

−dress rehearsal for data collection and analysis

INCLUDE: what can go wrong & what is my plan?−missing data happen

−missing data are inevitable

Page 23: Department of Statistics 1 December 2006 SSP Core Facility What Researchers Need to Know about the Statistical Consulting Process or Working with the Statistician.

1 December 2006 SSP Core Facility

Department of Statistics

Essential Parts of the Process - IV

Stay away from jargon and “discipline-speak”−applies to you−applies to statistician

Ask questions−don’t let “stat-speak” go by− it’s not your ignorance, it’s the statistician’s language skills

Answer questions− if a good statistician asks you a question, it’s because she is

curious & trying to get herself in the best position to be helpful

−questions are not a hidden agenda to find fault or embarrass you

Page 24: Department of Statistics 1 December 2006 SSP Core Facility What Researchers Need to Know about the Statistical Consulting Process or Working with the Statistician.

1 December 2006 SSP Core Facility

Department of Statistics

Essential Parts of the Process - V

If possible, face-to-face meetings are better Haste makes waste

− last minute, rush-job consulting invites trouble

Another “mentor quote”−“we don’t have time to do it right, but we have plenty of

time to do it over”

EGO

Page 25: Department of Statistics 1 December 2006 SSP Core Facility What Researchers Need to Know about the Statistical Consulting Process or Working with the Statistician.

1 December 2006 SSP Core Facility

Department of Statistics

Analysis

Vastly easier in well-designed study Vastly better if statistician has been involved all

along Parsimony

− if two analyses show essentially same results and plausibly satisfy assumptions, the simpler analysis is better

−90% rule

However− just because it is traditional does not make it right

−computer has had huge impact on statistical methods

Page 26: Department of Statistics 1 December 2006 SSP Core Facility What Researchers Need to Know about the Statistical Consulting Process or Working with the Statistician.

1 December 2006 SSP Core Facility

Department of Statistics

Analysis & Reporting Part of statistician’s job is to help write report

−material & methods: statistical design analysis

− result and discussion help explain and interpret

Statistical science itself is a work in progress−your project may motivate statistical research

−methods may be unfamiliar to reviewers

−statistician may need to educate referees / editors

Page 27: Department of Statistics 1 December 2006 SSP Core Facility What Researchers Need to Know about the Statistical Consulting Process or Working with the Statistician.

1 December 2006 SSP Core Facility

Department of Statistics

Etiquette & Ethics Authorship

−would research / grant have been possible without statistician’s efforts?

−NO means a co-authorship should be offered

Funding−external funding is lifeblood of research university

−statistician’s dilemma in academia:

−“do I close my door to colleagues in allied disciplines to write my own grants, or do I participate in interdisciplinary teams?”

− for latter, co-PI grant arrangements with real $$$ essential

Page 28: Department of Statistics 1 December 2006 SSP Core Facility What Researchers Need to Know about the Statistical Consulting Process or Working with the Statistician.

1 December 2006 SSP Core Facility

Department of Statistics

More Etiquette & Ethics Special Note on Graduate (Dissertation) Research

Common Unfortunate Situation: Graduate Student as Ping-Pong Ball

When statistician advises graduate student on design and/or analysis (ideally, “and” – ed.) student, student’s major professor, and statistician should be on same page

Ideal – statistician on PhD committee But at least – meet face to face periodically

Page 29: Department of Statistics 1 December 2006 SSP Core Facility What Researchers Need to Know about the Statistical Consulting Process or Working with the Statistician.

1 December 2006 SSP Core Facility

Department of Statistics

Final Thought

Most Statistics departments are seriously understaffed – UNL no exception

Not a complaint – just a reality Conflicting demands

− teaching

−research

−consulting

Applied statistics need interdisciplinary work – just as quality research needs engaged statistics

BUT – you may have to be a nag

Page 30: Department of Statistics 1 December 2006 SSP Core Facility What Researchers Need to Know about the Statistical Consulting Process or Working with the Statistician.

that’s all

thanks

Any Questions?