AP Statistics Curriculum 2007 Contingency Indep

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General Advance-Placement (AP) Statistics Curriculum - Contingency Tables: Independence and Homogeneity

Contingency Tables: Independence and Homogeneity

The Chi-Square Test may also be used to assess independence and association between variables.

Motivational example

Suppose 200 randomly selected cancer patients were asked if their primary diagnosis was Brain cancer and if they owned a cell phone before their diagnosis. The results are presented in the table below.

Suppose we want to analyze the association, if any, between brain cancer and cell phone use. The 2x2 table below lists two possible outcomes for each variable (each variable is dichotomous). We have the following population parameters:

P(CP|BC) = true probability of owning a cell phone (CP) given that the patient had brain cancer (BC). This chance may be estimated by P(CP|BC) = 0.72.
P(CP|NBC) = true probability of owning a cell phone given that the patient had another cancer, which is estimated by P(CP|NBC) = 0.46
Brain cancer
Yes No Total
Cell Phone Use Yes 18 80 98
No 7 95 102
Total 25 175 200

Does it seem like there is an association between brain cancer and cell phone use? Of the brain cancer patients 18/25 = 0.72, owned a cell phone before their diagnosis. P(CP|BC) = 0.72, estimated probability of owning a cell phone given that the patient has brain cancer.

Of the other cancer patients, 80/175 = 0.46, owned a cell phone before their diagnosis. P(CP|NBC) = 0.46, estimated probability of owning a cell phone given that the patient has another cancer.

Calculations

  • The Hypotheses:

\[H_o\]: There is no association between variable 1 and variable 2 (independence)

P(BC|CP)=P(BC), that is brain-cancer (BC) is independent of cell-phone (CP) usage.

\[H_a\]: There is an association between variable 1 and variable 2 (dependence)

\[P(BC|CP)={P(BC \cap CP) \over P(CP) } \not= P(BC).\]
  • Test Statistics:

The Test Statistic:

\[\chi_o^2 = \sum_{all-categories}{(O-E)^2 \over E} \sim \chi_{(df)}^2\], where df = (# rows – 1)(# columns – 1).

Expected cell counts can be calculated by
\[E = { (row\_total)(column\_total)\over grand-total}\]
  • Results:

For the brain-cancer and cell-phone usage data we have: \[\chi_o^2 = {(18-12.25)^2\over 12.25} + {(7-12.75)^2\over 12.75} + {(80-85.75)^2\over 85.75}+ {(95-89.25)^2\over89.25}\]

\[\chi_o^2 = =6.048 \sim \chi_{(df=1)}^2\]
P-value\[P(\chi_1^2 > \chi_o^2)= 0.014306.\] and we can reject the null hypothesis at \(\alpha=0.05\).
SOCR EBook Dinov ChiSquare 030308 Fig2.jpg

Notes

  • CAUTION: Association does not imply Causality!


\(r\times k\) Contingency Tables

We now consider tables that are larger than a 2x2 (more than 2 groups or more than 2 categories), called \(r\times k\) Contingency Tables. The testing procedure is the same as the 2x2 contingency table, just more work and no possibility for a directional alternative. The goal of an \(r\times k\) contingency table is to investigate the relationship between the row and column variables

Note\[H_o\] is a compound hypothesis because it contains more than one independent assertion. This will be true for all \(r\times k\) tables larger than 2x2. In other words, the alternative hypothesis for \(r\times k\) tables larger than 2x2, will always be non-directional.

Earthquake Insurance Example

Many factors are considered when purchasing earthquake insurance. One factor of interest may be location with respect to a major earthquake fault. Suppose a survey is mailed to California residents in four counties (data shown below). Is there a statistically significant association between county of residence and purchase of earthquake insurance? Test using a = 0.05.

County
Contra Costa (CC) Santa Clara (SC) Los Angeles (LA) San Bernardino (SB) Total
Earthquake Insurance Yes 117 222 133 109 581
No 404 334 204 263 1205
Total 521 556 337 372 1786
  • Hypotheses:

\[H_o\]: There is no association between earthquake insurance and county of residence in California. That is:

P(Y|CC) = P(Y|SC) = P(Y|LA) = P(Y|SB)
P(N|CC) = P(N|SC) = P(N|LA) = P(N|SB)

\[H_a\]: There is an association between earthquake insurance and county of residence in California. The probability of having earthquake insurance is not the same in each county.

P-value = 3.302154105710997E-10
SOCR EBook Dinov ChiSquare 030308 Fig3.jpg

Moths Memory from Caterpillar Stage

One study (Blackiston, Casey and Weiss, 2008) showed that moths can remember something they learned at caterpillar stage -- an association of an odor with an electric shock. This memory remains even though the metamorphosis decomposes much of their entire (caterpillar) body and reconstitutes it again (as a moth).

Tobacco hornworm moth caterpillars were put into one of 4 treatment groups: control, shock, odor, or shock and odor. Then the moths were observed to see whether they avoided the odor. If the moths could "remember" the odor association with shock, then one would expect a greater rate of avoidance of odor in the moths in the last group. The empirical results seem to provide evidence in supporting this hypothesis. This study employed a classical conditioning to train caterpillars to avoid the odor of ethyl acetate (EA) by pairing odor with a mild electric shock. The data are included in the table below.

Group
Control Shock Odor Shock + Odor Total
Odor Avoidance Avoided Odor 25 22 14 32 93
Did not Avoid Odor 21 21 15 9 66
Total 46 43 29 41 159

Use the SOCR Chi-square test of association to find out if indeed the data support a research hypothesis that training memory may proliferate through the transition process of metamorphosis from caterpillar to moth. Also establish that the first three groups don't deviate significantly from the (null hypothesis) 50% avoidance level. Therefore, the moths seem naturally unaffected by the odor itself. You can also show that the Shock + Odor treatment group has an avoidance of the odor rate significantly higher than 0.5 (given by the null hypothesis).

SOCR EBook Dinov ChiSquare 030308 Fig4.jpg
  • Hypotheses:

\[H_o\]: There is no association between odor avoidance and treatment. That is:

P(Avoid|Shock+Odor) = P(Avoid|Odor).

\[H_a\]: There is an association between odor avoidance and treatment. The probability of avoiding odor depends on the treatment applied at the larvae stage (before the metamorphosis to moths).

P-value = 0.029529758678132345 indicates that there is an association between these two variables.

We can also test to see if within each treatment group, there is a strong group separation between the moths that avoided the EA odor and those that did not. Recall that this can be done by the sign-test.

Controls\[x_o =25\], and \(P(x_o > 25) =0.230696\), when \(x_o \sim Binomial(N = 46, p = 0.5)\). Thus, we cannot reject a null hypothesis that the proportions of moths that avoided the odor and those that did not avoid the odor are different (within the Control group).
Similarly, in the 4th group, where larvae are exposed to EA odor paired with electric shock (odor prior to shock), we have\[x_o =32\], and \(P(x_o > 32) =0.000056\), when \(x_o \sim Binomial(N = 41, p = 0.5)\). Thus, we can reject a null hypothesis that the proportions of moths that avoided the odor and those that did not avoid it are different (within the odor+shock treatment group). (Recall that in this non-parametric inference section we discussed these types of calculations).
SOCR EBook Dinov ChiSquare 030308 Fig5.jpg

Chi-Square Test Conditions

Conditions for validity of the \(\chi^2\) test are:

  • Design conditions
    • for a goodness of fit, it must be reasonable to regard the data as a random sample of categorical observations from a large population.
    • for a contingency table, it must be appropriate to view the data in one of the following ways:
      • as two or more independent random samples, observed with respect to a categorical variable
      • as one random sample, observed with respect to two categorical variables
    • for either type of test, the observations within a sample must be independent of one another.
  • Sample conditions
    • critical values only work if each expected value > 5

Problems


References

  • Blackiston DJ, Silva Casey E, Weiss MR (2008) Retention of Memory through Metamorphosis: Can a Moth Remember What It Learned As a Caterpillar? PLoS ONE 3(3): e1736. doi:10.1371/journal.pone.0001736

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