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BOOKS OF RtfiDIfGS - PAHO/WHO

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Inquiry,/Volume XIV, September 1977<br />

well-established statistical thceory that specifies<br />

the confidence one can have in their<br />

rcsults (c.g., the various methods for appraising<br />

the dispersion ot data about their<br />

central tendency). This tlieoretical supersltructure<br />

is very useful for drawing atten,tion<br />

to potential sources of imprecision or<br />

diffusion of focus in particular kinds of<br />

trend cxtrapolations.<br />

Possible Weaknesses:<br />

O Apparent trends in the data have no life<br />

of their own. Their continuity over time<br />

may be very tenuous. Though the temptation<br />

exista, such trends cannot be taken<br />

for granted.<br />

D No fomrn meas exists for taking "new"<br />

trends or !.-tor cmerging in thc future<br />

into account ila advance. Inded, the ch<br />

may be inhibited by the perceived "objectivity"<br />

of extrapolad techniques.<br />

O Most quantitative techniquaes require data<br />

that are quite precise and reliable if their<br />

major strengths are to be capitalized upon.<br />

Data most frequeantly available to areawide<br />

plannrs tend 1, be ol uncertain reliability<br />

and valdity.<br />

O IU thc uawc~ of the lorocuatig problcm<br />

canot be expreUed in quantitative terms<br />

Md in termo flr which the data re available<br />

on a year-to-year bast, most available<br />

techniquaes are only partially uble.<br />

Morpl o Ancyus id Rd e Trem<br />

1e ov l insat af metioda f~lli under<br />

thiese two nbica s ato mae a foroaati ng prob.<br />

hm more man= ubl by bre it into subproblem.<br />

One seeks to discen the relative<br />

imporence of each of the subprobkm and to<br />

improve prodicion accuracy by working with<br />

more cfcúively dched subproblems Specifc<br />

attention is paid to enumerating the set<br />

d *il itgificn t (fcusble) facon (alterativa)<br />

for explaining some outaome (echieving<br />

aome obioctive). Thae lctan eo altea=tives<br />

may be defined b~ally or throqb ime of inductive<br />

mathematical techniques, such multiple<br />

regreio or tbc compul#~id Aulmatic<br />

Interaction Detector (AID, pragram. The<br />

_ '?4 _<br />

ovcrall process is called morphological analysis;<br />

the graphic display of subproblems showing<br />

their interrelationships is called a relevance<br />

tree 7.<br />

Consider the following hypothetical example:<br />

An HSA was concerned with the future<br />

effect on total demand for services that will<br />

result from a rapid expansion of ambulatory<br />

care facilities. A large amount of data on both<br />

the working behavior of physicians and on<br />

factors contributing to demand for local ambulatory<br />

facilities was analyzed using the AID<br />

program. This program worked through the<br />

data, establishing "factors" through a series of<br />

dichotomous splits. These factors were chosen<br />

by the program because the dichotomy splits<br />

that were selected maximized the betweengroup<br />

variance. The graphic display of the<br />

series of these dichotomized factors represented<br />

a "picture" of all factors that would contribute<br />

to changes in demand for ambulatory care, expreased<br />

in terma of relative importance. Tlcse<br />

factors then were appraised by "experts" .ho<br />

rendered judgments about the extent to which<br />

each factor would change over the next few<br />

year. Taken together, the graphic display and<br />

expert judgment resulted in the forecast that<br />

demand for outpatient services would increase<br />

directly with an expeanion in such facilities,<br />

Lcading to a relative decline in use of key inpatient<br />

servicea.<br />

Whether graphic or quantitative, morphological<br />

analyis has not yet seen many applicatiom<br />

in the health care context. Its strengths<br />

Lrgely remain to be tested, but might include<br />

the following:<br />

Sreunguhs Claiumed:<br />

O Brosd, large-scale forecasting problems are<br />

much easiar to handie in "pieces."<br />

O Relevance trees readily show what is<br />

(thought to be) contingent upon what, thus<br />

chains of causality, potential arenas for<br />

conflicts of interes, and areas where organizational<br />

change are necessary (or are likely)<br />

can be shown more clearly.<br />

O Recombiastion of subproblems may show<br />

a varicty of ways in which changes might<br />

occur and might thus dispel possible tendencis<br />

to fall into "single possibility" ruts.

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