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test_selection_guide.md

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1# Statistical Test Selection Guide
2
3Choose a model for the estimand, sampling unit and dependence structure. A Shapiro-Wilk/Levene p-value is not an automatic switch between tests. The routes below are candidates whose assumptions must match the study.
4

Statistical Test Selection Guide

Choose a model for the estimand, sampling unit and dependence structure. A Shapiro-Wilk/Levene p-value is not an automatic switch between tests. The routes below are candidates whose assumptions must match the study.

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5## Decision Tree for Test Selection
6

Decision Tree for Test Selection

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7### 1. Comparing Groups
8
9#### Two Independent Groups
10- **Independent mean contrast**: Welch's t-test (`pg.ttest(..., correction=True)`); pooled Student's test only with justified common variance
11- **Rank/distribution contrast**: Mann-Whitney U (Wilcoxon rank-sum); a median shift interpretation requires comparable distributional shapes
12- **Binary outcome**: Chi-square test or Fisher's exact test (if expected counts < 5)
13- **Ordinal outcome**: Mann-Whitney U test
15#### Two Paired/Dependent Groups
16- **Paired mean contrast**: Paired t-test on aligned within-subject differences; assess differences, not marginal normality
17- **Symmetric paired difference distribution**: Wilcoxon signed-rank; otherwise consider a sign test for the prespecified median-difference question
18- **Binary outcome**: McNemar's test
19- **Ordinal outcome**: Signed-rank only when difference magnitudes and symmetry are meaningful; consider a sign test or ordinal model otherwise
21#### Three or More Independent Groups
22- **Continuous outcome, normally distributed, equal variances**: One-way ANOVA
23- **Continuous outcome, normally distributed, unequal variances**: Welch's ANOVA
24- **Independent rank/distribution contrast**: Kruskal-Wallis H; a median interpretation requires comparable shapes
25- **Binary/categorical outcome**: Chi-square test
26- **Ordinal outcome**: Kruskal-Wallis H test
28#### Three or More Paired/Dependent Groups
29- **Repeated continuous means**: Repeated measures ANOVA with suitable covariance/sphericity correction, or a mixed model
30- **Complete blocks/repeated rank contrast**: Friedman test; missing/unequal visits may require a model
31- **Binary outcome**: Cochran's Q test
33#### Multiple Factors (Factorial Designs)
34- **Continuous outcome**: Two-way ANOVA (or higher-way ANOVA)
35- **With covariates**: ANCOVA
36- **Mixed within and between factors**: Mixed ANOVA

1. Comparing Groups

Two Independent Groups

  • Independent mean contrast: Welch's t-test (pg.ttest(..., correction=True)); pooled Student's test only with justified common variance
  • Rank/distribution contrast: Mann-Whitney U (Wilcoxon rank-sum); a median shift interpretation requires comparable distributional shapes
  • Binary outcome: Chi-square test or Fisher's exact test (if expected counts < 5)
  • Ordinal outcome: Mann-Whitney U test

Two Paired/Dependent Groups

  • Paired mean contrast: Paired t-test on aligned within-subject differences; assess differences, not marginal normality
  • Symmetric paired difference distribution: Wilcoxon signed-rank; otherwise consider a sign test for the prespecified median-difference question
  • Binary outcome: McNemar's test
  • Ordinal outcome: Signed-rank only when difference magnitudes and symmetry are meaningful; consider a sign test or ordinal model otherwise

Three or More Independent Groups

  • Continuous outcome, normally distributed, equal variances: One-way ANOVA
  • Continuous outcome, normally distributed, unequal variances: Welch's ANOVA
  • Independent rank/distribution contrast: Kruskal-Wallis H; a median interpretation requires comparable shapes
  • Binary/categorical outcome: Chi-square test
  • Ordinal outcome: Kruskal-Wallis H test

Three or More Paired/Dependent Groups

  • Repeated continuous means: Repeated measures ANOVA with suitable covariance/sphericity correction, or a mixed model
  • Complete blocks/repeated rank contrast: Friedman test; missing/unequal visits may require a model
  • Binary outcome: Cochran's Q test

Multiple Factors (Factorial Designs)

  • Continuous outcome: Two-way ANOVA (or higher-way ANOVA)
  • With covariates: ANCOVA
  • Mixed within and between factors: Mixed ANOVA
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38### 2. Relationships Between Variables
40#### Two Continuous Variables
41- **Linear association**: Pearson correlation; usual small-sample parametric inference assumes an appropriate joint model
42- **Monotone rank association**: Spearman rank correlation, selected by the estimand rather than a marginal normality test
43- **Rank-based data**: Spearman or Kendall's tau
45#### One Continuous Outcome, One or More Predictors
46- **Single continuous predictor**: Simple linear regression
47- **Multiple continuous/categorical predictors**: Multiple linear regression
48- **Categorical predictors**: ANOVA/ANCOVA framework
49- **Non-linear relationships**: Polynomial regression or generalized additive models (GAM)
51#### Binary Outcome
52- **Single predictor**: Logistic regression
53- **Multiple predictors**: Multiple logistic regression
54- **Rare events**: Exact logistic regression or Firth's method
56#### Count Outcome
57- **Poisson-distributed**: Poisson regression
58- **Overdispersed counts**: Negative binomial regression
59- **Excess zeros with a justified separate structural-zero process**: Zero-inflated Poisson/negative binomial; many zeros alone do not establish zero inflation
61#### Time-to-Event Outcome
62- **Comparing survival curves**: Log-rank test
63- **Modeling with covariates**: Cox proportional hazards regression
64- **Parametric survival models**: Weibull, exponential, log-normal

2. Relationships Between Variables

Two Continuous Variables

  • Linear association: Pearson correlation; usual small-sample parametric inference assumes an appropriate joint model
  • Monotone rank association: Spearman rank correlation, selected by the estimand rather than a marginal normality test
  • Rank-based data: Spearman or Kendall's tau

One Continuous Outcome, One or More Predictors

  • Single continuous predictor: Simple linear regression
  • Multiple continuous/categorical predictors: Multiple linear regression
  • Categorical predictors: ANOVA/ANCOVA framework
  • Non-linear relationships: Polynomial regression or generalized additive models (GAM)

Binary Outcome

  • Single predictor: Logistic regression
  • Multiple predictors: Multiple logistic regression
  • Rare events: Exact logistic regression or Firth's method

Count Outcome

  • Poisson-distributed: Poisson regression
  • Overdispersed counts: Negative binomial regression
  • Excess zeros with a justified separate structural-zero process: Zero-inflated Poisson/negative binomial; many zeros alone do not establish zero inflation

Time-to-Event Outcome

  • Comparing survival curves: Log-rank test
  • Modeling with covariates: Cox proportional hazards regression
  • Parametric survival models: Weibull, exponential, log-normal
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66### 3. Agreement and Reliability
68#### Inter-Rater Reliability
69- **Categorical ratings, 2 raters**: Cohen's kappa
70- **Categorical ratings, >2 raters**: Fleiss' kappa or Krippendorff's alpha
71- **Continuous ratings**: Intraclass correlation coefficient (ICC)
73#### Test-Retest Reliability
74- **Continuous measurements**: Choose and report an ICC model (agreement/consistency, single/average, random/fixed raters); Pearson correlation alone does not measure agreement
75- **Internal consistency**: Cronbach's alpha
77#### Agreement Between Methods
78- **Continuous measurements**: Bland-Altman analysis
79- **Categorical classifications**: Cohen's kappa

3. Agreement and Reliability

Inter-Rater Reliability

  • Categorical ratings, 2 raters: Cohen's kappa
  • Categorical ratings, >2 raters: Fleiss' kappa or Krippendorff's alpha
  • Continuous ratings: Intraclass correlation coefficient (ICC)

Test-Retest Reliability

  • Continuous measurements: Choose and report an ICC model (agreement/consistency, single/average, random/fixed raters); Pearson correlation alone does not measure agreement
  • Internal consistency: Cronbach's alpha

Agreement Between Methods

  • Continuous measurements: Bland-Altman analysis
  • Categorical classifications: Cohen's kappa
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81### 4. Categorical Data Analysis
83#### Contingency Tables
84- **2x2 table**: Chi-square test or Fisher's exact test
85- **Larger than 2x2**: Chi-square when expected counts support the approximation; current SciPy also supports generalized exact/resampling procedures
86- **Ordered categories**: Cochran-Armitage trend test
87- **Paired categories**: McNemar's test (2x2) or McNemar-Bowker test (larger)

4. Categorical Data Analysis

Contingency Tables

  • 2x2 table: Chi-square test or Fisher's exact test
  • Larger than 2x2: Chi-square when expected counts support the approximation; current SciPy also supports generalized exact/resampling procedures
  • Ordered categories: Cochran-Armitage trend test
  • Paired categories: McNemar's test (2x2) or McNemar-Bowker test (larger)
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89### 5. Bayesian Alternatives
91Any of the above tests can be performed using Bayesian methods:
92- **Group comparisons**: Bayesian t-test, Bayesian ANOVA
93- **Correlations**: Bayesian correlation
94- **Regression**: Bayesian linear/logistic regression
96**Advantages of Bayesian approaches:**
97- Provides probability of hypotheses given data
98- Naturally incorporates prior information
99- Provides credible intervals instead of confidence intervals
100- No p-value interpretation issues

5. Bayesian Alternatives

Any of the above tests can be performed using Bayesian methods:

  • Group comparisons: Bayesian t-test, Bayesian ANOVA
  • Correlations: Bayesian correlation
  • Regression: Bayesian linear/logistic regression

Advantages of Bayesian approaches:

  • Provides probability of hypotheses given data
  • Naturally incorporates prior information
  • Provides credible intervals instead of confidence intervals
  • No p-value interpretation issues
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102## Key Considerations

Key Considerations

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104### Sample Size
105- No universal n=30 rule establishes validity or power. For small samples assess model assumptions; exact/permutation methods need exchangeability, tie handling and the correct sampling unit
106- Very large samples: Even small effects may be statistically significant; focus on effect sizes

Sample Size

  • No universal n=30 rule establishes validity or power. For small samples assess model assumptions; exact/permutation methods need exchangeability, tie handling and the correct sampling unit
  • Very large samples: Even small effects may be statistically significant; focus on effect sizes
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108### Multiple Comparisons
109- When conducting multiple tests, adjust for multiple comparisons using:
110 - Bonferroni correction (conservative)
111 - Holm-Bonferroni (less conservative)
112 - False Discovery Rate (FDR) control (Benjamini-Hochberg)
113 - Tukey HSD for post-hoc ANOVA comparisons

Multiple Comparisons

  • When conducting multiple tests, adjust for multiple comparisons using:
  • Bonferroni correction (conservative)
  • Holm-Bonferroni (less conservative)
  • False Discovery Rate (FDR) control (Benjamini-Hochberg)
  • Tukey HSD for post-hoc ANOVA comparisons
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115### Missing Data
116- Complete case analysis (listwise deletion)
117- Multiple imputation
118- Maximum likelihood methods
119- Ensure missing data mechanism is understood (MCAR, MAR, MNAR)

Missing Data

  • Complete case analysis (listwise deletion)
  • Multiple imputation
  • Maximum likelihood methods
  • Ensure missing data mechanism is understood (MCAR, MAR, MNAR)
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121### Effect Sizes
122- Always report effect sizes alongside p-values
123- See `effect_sizes_and_power.md` for guidance

Effect Sizes

  • Always report effect sizes alongside p-values
  • See effect_sizes_and_power.md for guidance
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125### Study Design Considerations
126- Randomized controlled trials: Standard parametric/non-parametric tests
127- Observational studies: Consider confounding and use regression/matching
128- Clustered/nested data: Use mixed-effects models or GEE
129- Time series: Use time series methods (ARIMA, etc.)

Study Design Considerations

  • Randomized controlled trials: Standard parametric/non-parametric tests
  • Observational studies: Consider confounding and use regression/matching
  • Clustered/nested data: Use mixed-effects models or GEE
  • Time series: Use time series methods (ARIMA, etc.)
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131## Implementation sources and limits
133Reviewed 2026-10-01: [SciPy Mann-Whitney](https://docs.scipy.org/doc/scipy/reference/generated/scipy.stats.mannwhitneyu.html), [Wilcoxon](https://docs.scipy.org/doc/scipy/reference/generated/scipy.stats.wilcoxon.html), [Pingouin repeated measures](https://pingouin-stats.org/generated/pingouin.rm_anova.html). Small tied samples need an appropriate permutation/asymptotic method; the default automatic method is not universally exact. Compute rounded difference scores when floating-point subtraction creates spurious distinct ranks. Survival, Firth/exact logistic, agreement, missing-data and complex factorial routes here are design guidance, not executed implementations.

Implementation sources and limits

Reviewed 2026-10-01: SciPy Mann-Whitney, Wilcoxon, Pingouin repeated measures. Small tied samples need an appropriate permutation/asymptotic method; the default automatic method is not universally exact. Compute rounded difference scores when floating-point subtraction creates spurious distinct ranks. Survival, Firth/exact logistic, agreement, missing-data and complex factorial routes here are design guidance, not executed implementations.

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