I now have extensive content from Park's textbook on epidemiology. Let me compile the comprehensive viva Q&A response.
Viva Questions and Answers: Epidemiology
(Based on Park's Textbook of Preventive and Social Medicine)
SECTION 1: DEFINITION AND BASICS
Q1. What is epidemiology? Give the IEA definition.
A. Epidemiology is defined as: "The study of the occurrence and distribution of health-related events, states, and processes in specified populations, including the study of the determinants influencing such processes, and the application of this knowledge to control relevant health problems."
- Study includes surveillance, observation, screening, hypothesis testing, analytic research, experiments, and prediction.
- Distribution = analysis by time, place, and population.
- Determinants = geophysical, biological, behavioural, social, cultural, economic, and political factors influencing health.
Q2. What is the derivation/etymology of the word "epidemiology"?
A. The word is derived from Greek: epi (among) + demos (people) + logos (study). It originally referred to the study of epidemics. The Epidemiological Society in London was founded in the 1850s.
Q3. Who gave early definitions of epidemiology?
A.
- Parkin (1873): "That branch of medical science which treats epidemics."
- Frost (1927): "The science of the mass phenomena of infectious diseases."
- Greenwood (1934): "The study of disease, any disease, as a mass phenomenon."
- MacMahon (1960): "The study of the distribution and determinants of disease frequency in man."
Q4. Who was the first professor of epidemiology?
A.
- In the USA: W.H. Frost (1927)
- In the UK: Major Greenwood - first professor of epidemiology and medical statistics, University of London.
Q5. What are the three aims of epidemiology according to IEA?
A.
- To describe the distribution and magnitude of health and disease problems in human populations.
- To identify aetiological factors (risk factors) in the pathogenesis of disease.
- To provide data essential for planning, implementation, and evaluation of health services, and setting priorities.
The ultimate aim is to lead to effective action - to eliminate/reduce health problems and to promote health and well-being of society as a whole.
Q6. How does epidemiology differ from clinical medicine?
A.
| Feature | Epidemiology | Clinical Medicine |
|---|
| Unit of study | Defined population / population at-risk | Individual case/cases |
| Concern | Disease patterns in the entire population (both sick and healthy) | Disease in the individual patient |
| Expression | Rate (cases : population) | Diagnosis, prognosis, treatment |
"Clinicians are interested in cases with the disease, the statistician with the population from which the cases are derived, and the epidemiologist is interested in the relationship between cases and the population in the form of a rate."
SECTION 2: SCOPE AND MEASUREMENTS
Q7. What are the three scopes/approaches of epidemiology?
A.
- Descriptive epidemiology - distribution of disease (who, when, where)
- Analytical epidemiology - determinants of disease (test hypotheses)
- Experimental epidemiology - intervention studies (control/prevention)
Q8. What are the basic measurements in epidemiology?
A. The scope is broad and includes:
a. Measurement of mortality
b. Measurement of morbidity
c. Measurement of disability
d. Measurement of natality
e. Presence/absence/distribution of disease characteristics
f. Measurement of medical needs, health care facilities, utilization of health services
g. Presence/absence of environmental factors suspected of causing disease
h. Measurement of demographic variables
Q9. What are the basic tools of measurement in epidemiology?
A. Three basic tools:
- Rates
- Ratios
- Proportions
Basic requirements of measurements: Validity, reliability, accuracy, sensitivity, and specificity.
Q10. Define a RATE. What are its components?
A. A rate measures the occurrence of a particular event (development of disease or death) in a defined population during a given time period. It is a statement of the risk of developing a condition.
Components of a rate:
- Numerator - number of events
- Denominator - population at risk
- Time specification - usually a calendar year
- Multiplier - per 1000 or 10,000 or 100,000 (to avoid fractions)
Example: Death rate = (Number of deaths in one year ÷ Mid-year population) × 1000
Categories of rates:
- Crude rates - actual observed rates; also called unstandardized rates (e.g., birth rate, death rate)
- Specific rates - rates for specific causes, age-sex groups, or time periods
- Standardized rates - obtained by direct or indirect standardization (e.g., age-sex standardized rates)
Q11. Define RATIO. How does it differ from a rate?
A. A ratio expresses a relation in size between two random quantities. The numerator is NOT a component of the denominator. It is written as x:y or x/y.
Examples:
- Sex ratio
- Doctor-population ratio
- WBC : RBC = 1 : 600
Q12. Define PROPORTION.
A. A proportion is a type of ratio in which the numerator is included in the denominator. It expresses the relationship of a part to a whole. It is usually expressed as a percentage.
Q13. What is Case Fatality Rate? What does it represent?
A.
- CFR = (Total deaths due to a disease ÷ Total cases of the same disease) × 100
- Represents the killing power of a disease
- It is a ratio (not a true rate) since time interval is not specified
- Useful in acute infectious diseases (cholera, food poisoning, measles)
- Limited usefulness in chronic diseases due to long, variable onset-to-death period
- Closely related to virulence of the agent
Q14. What is Proportional Mortality Rate (PMR)?
A. PMR expresses the number of deaths due to a particular cause (or in a specific age group) per 100 (or 1000) total deaths.
(a) PMR from specific disease = (Deaths from specific disease in a year ÷ Total deaths from all causes) × 100
(b) Under-5 proportionate mortality rate = (Deaths under 5 years ÷ Total deaths) × 100
(c) PMR for ≥50 years = (Deaths ≥50 years ÷ Total deaths of all ages) × 100
Limitations: Proportional rates are used when population data are not available. Since both numerator and denominator may differ, they are of limited value for comparisons between populations or time periods.
SECTION 3: EPIDEMIOLOGICAL TRIANGLE & CAUSATION
Q15. What is the "Triangle of Epidemiology"? Describe its components.
A. The traditional triangle of epidemiology (also called the epidemiological triad) shows the interaction and interdependence of agent, host, environment, and time in disease investigation.
- Agent - cause of disease (bacteria, viruses, chemicals, radiation, nutritional deficiencies)
- Host - organism harbouring the disease; immunity, genetics, exposure level, and health status determine disease effect
- Environment - biological, social, cultural, physical surroundings; can be within or external to the host
- Time - incubation periods, duration of illness, epidemic threshold, life expectancy of host/pathogen
Primary mission: Break one leg of the triangle to disrupt the connection among agent, host, and environment, thereby stopping the outbreak.
Q16. What is the concept of multifactorial causation?
A. Disease is caused by multiple factors, not a single cause. Pettenkofer of Munich (1819-1901) was an early proponent. The "germ theory" / "single cause idea" of the late 19th century later overshadowed this concept. With the decline of communicable diseases and rise of chronic diseases (CVD, cancer, mental illness), the multifactorial concept became dominant again.
SECTION 4: DESCRIPTIVE EPIDEMIOLOGY
Q17. What is descriptive epidemiology?
A. Descriptive studies are usually the first phase of epidemiological investigation. They are concerned with observing the distribution of disease or health-related characteristics in human populations and identifying characteristics with which the disease seems to be associated.
They answer three basic questions:
- When is the disease occurring? - Time distribution
- Where is it occurring? - Place distribution
- Who is getting the disease? - Person distribution
Q18. What are the procedures in descriptive studies?
A.
- Defining the population to be studied
- Defining the disease under study
- Describing the disease by time, place, person
- Measurement of disease
- Comparing with known indices
- Formulation of an aetiological hypothesis
Q19. What are the uses of descriptive epidemiology?
A.
a. They can suggest aetiological hypotheses - existence of possible causal association between a factor and a disease is usually first recognized in descriptive studies.
b. If disease is more frequent in a particular group, hypotheses are formulated to explain the increased frequency.
c. Provide background data for planning, organizing, and evaluating preventive and curative services.
d. Contribute to research by describing variations in disease occurrence by time, place and person.
SECTION 5: ANALYTICAL EPIDEMIOLOGY
Q20. What is analytical epidemiology?
A. Analytical studies are the second major type of epidemiological studies. In contrast to descriptive studies (which look at entire populations), analytical studies evaluate the individual within the population. The object is not to formulate, but to TEST hypotheses.
Two distinct types:
- Case Control Study
- Cohort Study
From each, one can determine:
a. Whether or not a statistical association exists between a disease and a suspected factor.
b. If one exists, the strength of the association.
Q21. What is a Case Control Study? What are its basic steps?
A. Case control studies, often called "retrospective studies", are a common first approach to testing causal hypotheses. They begin with people who already have the disease (cases) and a comparison group without the disease (controls), then look backwards to identify exposures.
Basic steps:
- Selection of cases and controls
- Matching
- Measurement of exposure
- Analysis and interpretation
2×2 contingency table:
| Cases (Disease +) | Controls (Disease -) |
|---|
| Exposed (factor present) | a | b |
| Not exposed (factor absent) | c | d |
| Total | a+c | b+d |
Key association test: If frequency of exposure in cases [a/(a+c)] is higher than in controls [b/(b+d)], an association exists.
Major use: Chronic disease problems where the causal pathway may span many decades (e.g., cancer).
Q22. What is a Cohort Study? Give examples.
A. A cohort study is a prospective (forward-looking) observational study. A group of people (cohort) without the disease of interest is followed over time, and disease development is compared between those exposed and not exposed to a risk factor.
Types of comparison groups:
- (a) Internal comparisons - single cohort classified by levels of exposure (e.g., cigarettes per day)
- (b) External comparisons - exposed group vs. separate control cohort (e.g., smokers vs. non-smokers)
- (c) Comparison with general population rates - using standard mortality ratios
Classic examples:
- Doll and Hill's study on smoking and lung cancer in British doctors
- Framingham Heart Study (1948) - studied serum cholesterol, BP, weight, smoking vs. cardiovascular disease; followed 5,127 participants every 2 years for 20 years; showed increasing risk of CHD with rising serum cholesterol and smoking; became a prototype of similar studies worldwide
- Royal College of General Practitioners' study (1968-1974) on oral contraceptives and health - 23,000 pill users + 23,000 controls; showed increased risk of hypertension and increased cardiovascular mortality in pill users
SECTION 6: EXPERIMENTAL EPIDEMIOLOGY
Q23. What is experimental epidemiology?
A. In modern usage, experimental epidemiology is often equated with Randomized Controlled Trials (RCTs).
Experimental/intervention studies are similar to cohort studies except that the conditions are under direct control of the investigator. They involve some action, intervention, or manipulation in the experimental group, while no change is made in the control group. This contrasts with observational studies where the epidemiologist only observes.
Aims:
a. To provide "scientific proof" of aetiological/risk factors which may permit modification or control of disease.
b. To measure the effectiveness and efficiency of health services for prevention, control, and treatment of disease.
Additional problems compared to observational studies: Cost, ethics, and feasibility.
Q24. What is the role of animal studies in experimental epidemiology?
A. Animal experiments contribute to:
a. Experimental reproduction of human disease in animals to confirm aetiological hypothesis
b. Testing efficacy of preventive and therapeutic measures (vaccines, drugs)
c. Completing the natural history of disease (e.g., naturally occurring leprosy found in armadillos)
Advantages: Animals can be bred and manipulated easily; multiply rapidly enabling genetic experiments.
Limitations: Not all human diseases can be reproduced in animals; conclusions may not be directly applicable to humans. Classic example: WHO typhoid vaccine trial in Yugoslavia showed that animal findings did not translate to humans - the alcohol-preserved vaccine was found to be less than half as effective as the traditional phenol-preserved vaccine in humans, contrary to laboratory evidence.
SECTION 7: USES OF EPIDEMIOLOGY
Q25. What are the uses of epidemiology? (Morris's 7 uses)
A. Morris (1957) identified seven uses of epidemiology:
-
Study historically the rise and fall of disease in the population - studying disease profiles and time trends to make projections; identify emerging health problems (e.g., smallpox eradicated, AIDS identified)
-
Community diagnosis - identification and quantification of health problems in a community in terms of mortality and morbidity rates; determining the relative magnitude of various health problems
-
Working of health services - evaluation of adequacy, efficiency, and effectiveness of health services
-
Individual risks and chances - probability that an individual will fall ill or die of a particular disease given their characteristics (risk factors)
-
Completing the clinical picture - description of the natural history of disease; includes subclinical, mild, and severe cases that the clinician may not encounter
-
Identification of syndromes - defining clinical entities by determining groups of symptoms/signs that tend to occur together
-
Search for causes - identifying risk factors; determining the role of various factors in disease causation (the central use of analytical epidemiology)
SECTION 8: INFECTIOUS DISEASE EPIDEMIOLOGY - KEY TERMINOLOGY
Q26. Define the following terms: Epidemic, Endemic, Pandemic, Sporadic.
A.
| Term | Definition |
|---|
| Epidemic | An unusual occurrence (greater than expected) of a disease in a community or region above the normal expected level |
| Endemic | The constant presence of a disease or infectious agent within a given geographic area or population group; also the usual prevalence of a given disease in such area |
| Pandemic | An epidemic occurring worldwide or over a very wide area, crossing international boundaries and usually affecting a large number of people (e.g., COVID-19, influenza) |
| Sporadic | Occurring irregularly, without any definite pattern; only occasional cases |
Q27. What is Herd Immunity?
A. Herd immunity (community immunity) is the resistance of a group to attack by a disease to which a large proportion of the members of the group are immune. When a sufficient proportion of the population is immune (either through vaccination or natural infection), the chain of transmission is broken, protecting even non-immune individuals.
Q28. What is a Zoonosis? Define related terms.
A.
- Zoonosis - A disease or infection naturally transmitted between vertebrate animals and humans (e.g., Trypanosoma cruzi, Schistosoma japonicum)
- Epizootic - An outbreak (epidemic) of disease in an animal population (may also affect humans). Notable: anthrax, brucellosis, rabies, influenza, Rift Valley fever, Q fever, Japanese encephalitis
- Epornithic - An outbreak of disease in a bird population
- Enzootic - An endemic occurring in animals (e.g., anthrax, rabies, brucellosis, bovine TB)
Q29. What is a Nosocomial Infection?
A. Nosocomial (hospital-acquired) infection is an infection originating in a patient while in a hospital or other health care facility. Key features:
- It is a new disorder, unrelated to the primary condition
- Was not present or incubating at admission, or is a residual from a previous admission
- Includes infections acquired in hospital but appearing after discharge
- Also includes infections among hospital staff
Examples: Surgical wound infections, hepatitis B, urinary tract infections.
Q30. What is an Opportunistic Infection?
A. Infection with organisms that are normally innocuous (e.g., commensals) but become pathogenic when the body's immunological defenses are compromised, as in AIDS.
Q31. What is Iatrogenic Disease?
A. Literally means "doctor-generated." Broadly refers to adverse effects of preventive, diagnostic, therapeutic, surgical, or other medical/public health procedures or interventions. The process through which a professional activity generates an adverse health effect.
SECTION 9: CAUSAL ASSOCIATION AND CRITERIA
Q32. What is biological plausibility in establishing causation?
A. Biological plausibility means the proposed causal association is consistent with known biological or pathophysiological mechanisms. For example, in the smoking-lung cancer hypothesis, it is biologically plausible to visualize inhalation of hot smoke and deposition of chemical carcinogens over time building up to a threshold and initiating neoplastic changes. Experimental animal studies have also shown lung cancer can be produced by tracheobronchial implantation of tobacco extracts.
Q33. What is coherence of association?
A. Coherence means the association must be consistent with known facts that are thought to be relevant. For example, the historical evidence of rising tobacco consumption and rising incidence of lung cancer are coherent. Male-female differences in lung cancer death rate trends are coherent with the more recent adoption of cigarette smoking by women.
Q34. Name the criteria for judging causality of an association (Hill's criteria).
A. The classic criteria (Bradford Hill, 1965) include:
- Strength of association - strong associations are more likely causal
- Consistency - repeated observation by different researchers in different settings
- Specificity - one cause leading to one effect
- Temporality - cause must precede the effect
- Biological gradient (dose-response) - more exposure = more disease (e.g., more cigarettes = more lung cancer deaths)
- Biological plausibility - consistent with known biology
- Coherence - consistent with natural history and biology of the disease
- Experiment - evidence from experimental/intervention studies
- Analogy - effect of similar factors may be considered
SECTION 10: VARIATE AND CIRCUMSTANCE
Q35. What is a "Variate" in epidemiology?
A. Any piece of information referring to the patient or their disease is called a variate. A variate can be:
- Discrete - present or absent (e.g., cancer lung, broken leg, rash in measles)
- Continuously distributed - e.g., blood pressure, serum cholesterol, height
Q36. What is a "Circumstance" in epidemiology?
A. A circumstance is any factor in the environment that might be suspected of causing a disease (e.g., air pollution, polluted water). The frequency of a discrete variable is expressed as a rate; continuously distributed variables are expressed as frequency distributions using mean, centiles, standard deviations, etc.
QUICK RECALL / SHORT-ANSWER QUESTIONS
Q37. The "best study of mankind" quote refers to which type of study?
A. Descriptive epidemiology - "The best study of mankind is man" (emphasizing meticulous observations on individuals or populations).
Q38. What is "population at risk"?
A. The population that is susceptible to a particular disease and from which cases arise. It forms the denominator in calculating disease rates.
Q39. What type of variable can be expressed as a frequency distribution?
A. Continuously distributed variables (e.g., blood pressure, serum cholesterol, height) are expressed using mean, centiles, and standard deviations.
Q40. What is the Framingham Heart Study important for?
A. It was initiated in 1948 to study cardiovascular risk factors (cholesterol, BP, weight, smoking). It followed 5,127 people every 2 years for 20 years and became the prototype of similar prospective cohort studies worldwide. It established serum lipids, blood pressure, and smoking as key predictors of CHD.
Source: Park's Textbook of Preventive and Social Medicine (PSM), Epidemiology chapter.