Skill 寫法圖鑑

grad-meta-analysis

asgard-ai-platform | 資料與分析 | 原文 | MIT

用後設分析合併多項研究的效果量,檢查異質性和發表偏誤

中文翻譯

---
name: "grad-meta-analysis"
description: "用後設分析整合多項研究的效果量、評估異質性,並檢查發表偏誤。當使用者需要彙整既有研究的發現、比較固定效果與隨機效果模型、計算合併效果量,或問到「整體證據怎麼說」「怎麼合併多項研究的結果」「有沒有發表偏誤」時,就用這個 skill。"
metadata:
  category: "WP-31 量化方法"
  tags: ["meta-analysis", "effect-size", "heterogeneity", "publication-bias", "I-squared", "systematic-review"]
---

# 後設分析 (Meta-Analysis)

## Overview

後設分析用統計方法合併多個獨立研究的效果量,得到精確度和概化性都更高的合併估計。它量化研究之間的異質性,並檢驗發表偏誤,提供比敘事性文獻回顧更嚴謹的證據綜合。

## When to Use

- 彙整針對同一個研究問題的多項研究的量化發現
- 化解各研究之間互相衝突的結果
- 用更窄的信賴區間估計整體效果量
- 找出能解釋研究間異質性的調節變數

## When NOT to Use

- 研究在構念、測量或母群體上差異太大,無法有意義地合併
- 可用的研究少於 5 個(合併估計變得不可靠)
- 原始研究的設計根本不同(把 RCT 和觀察性研究混在一起)
- 研究問題是質性或概念性的,不是量化的

## Assumptions

```
IRON LAW: A meta-analysis is only as good as the studies it includes —
garbage in, garbage out. Publication bias inflates pooled effect sizes
because non-significant findings go unpublished.
```

關鍵假設:
1. 各研究估計的是同一個底層構念(概念上的同質性)
2. 效果量在統計上獨立(每個研究一個效果,或用多層次模型)
3. 研究層級的調節變數編碼可靠而且沒有偏誤
4. 搜尋策略涵蓋了相關的研究母群體(沒有系統性的遺漏)

## Methodology

### Step 1 — Extract and Code Effect Sizes

把各研究的發現轉換成共同的效果量指標(Cohen's d、Hedges' g、r、OR)。為研究層級的調節變數編碼(樣本數、設計、脈絡)。轉換公式見 `references/`。

### Step 2 — Choose Fixed-Effect vs Random-Effects Model

固定效果假設只有一個真實效果;隨機效果假設效果會因研究而異。如果各研究橫跨不同的母群體或脈絡,幾乎都該用隨機效果。

### Step 3 — Assess Heterogeneity

計算 Q 統計量(同質性檢定)、I²(由異質性造成的變異比例)和 τ²(研究間變異數)。I² > 75% 表示有相當大的異質性,值得做調節變數分析。

### Step 4 — Test for Publication Bias and Report

使用漏斗圖、Egger 迴歸檢定和 trim-and-fill 法。報告合併效果、信賴區間、預測區間,以及偏誤評估的結果。

## Output Format

```markdown
## Meta-Analysis: [Research Question]

### Study Inclusion
| Criterion | Value |
|-----------|-------|
| Studies included (k) | xx |
| Total sample size (N) | xxxx |
| Effect size metric | [d / r / OR] |

### Pooled Effect Size
| Model | Effect | 95% CI | z | p-value |
|-------|--------|--------|---|---------|
| Fixed-effect | x.xx | [x.xx, x.xx] | x.xx | x.xx |
| Random-effects | x.xx | [x.xx, x.xx] | x.xx | x.xx |

### Heterogeneity
| Statistic | Value | Interpretation |
|-----------|-------|----------------|
| Q | x.xx (p = x.xx) | [significant/not] |
| I² | x.xx% | [low/moderate/high] |
| τ² | x.xx | [between-study variance] |

### Publication Bias
| Test | Result | Interpretation |
|------|--------|----------------|
| Funnel plot | [symmetric/asymmetric] | [bias suspected?] |
| Egger's test | p = x.xx | [significant?] |
| Trim-and-fill | adjusted effect = x.xx | [studies imputed: x] |

### Limitations
- [Note any assumption violations]
```

## Gotchas

- 拿蘋果和橘子一起比:統計上做得到,但如果構念不同,概念上沒有意義
- 隨機效果模型會給小型研究更多權重,而小型研究的品質常常比較低
- I² 取決於納入研究的精確度,不精確的研究帶來低 I²,不代表同質
- 漏斗圖不對稱可能由發表偏誤以外的因素造成(小研究效應)
- 檔案抽屜問題:未發表的虛無結果會系統性地缺漏
- 子群很多、每個子群研究很少的調節變數分析,檢定力不足而且不可靠

## References

- Borenstein, M., Hedges, L. V., Higgins, J. P. T., & Rothstein, H. R. (2009). *Introduction to Meta-Analysis*. Wiley.
- Higgins, J. P. T., & Thompson, S. G. (2002). Quantifying heterogeneity in a meta-analysis. *Statistics in Medicine*, 21(11), 1539-1558.
- Rothstein, H. R., Sutton, A. J., & Borenstein, M. (2005). *Publication Bias in Meta-Analysis*. Wiley.

英文原文

---
name: "grad-meta-analysis"
description: "Apply meta-analysis to synthesize effect sizes across multiple studies, assess heterogeneity, and evaluate publication bias. Use this skill when the user needs to combine findings from prior research, compare fixed-effect vs random-effects models, compute pooled effect sizes, or when they ask 'what does the overall evidence say', 'how do I combine results across studies', or 'is there publication bias'."
metadata:
  category: "WP-31 量化方法"
  tags: ["meta-analysis", "effect-size", "heterogeneity", "publication-bias", "I-squared", "systematic-review"]
---

# 後設分析 (Meta-Analysis)

## Overview

Meta-analysis statistically combines effect sizes from multiple independent studies to produce a pooled estimate with greater precision and generalizability. It quantifies between-study heterogeneity and tests for publication bias, providing a rigorous evidence synthesis that goes beyond narrative literature reviews.

## When to Use

- Synthesizing quantitative findings from multiple studies on the same research question
- Resolving conflicting results across studies
- Estimating an overall effect size with tighter confidence intervals
- Identifying moderators that explain heterogeneity across studies

## When NOT to Use

- Studies are too heterogeneous in constructs, measures, or populations to combine meaningfully
- Fewer than 5 studies are available (pooled estimates become unreliable)
- Primary studies have fundamentally different research designs (mixing RCTs with observational)
- The research question is qualitative or conceptual rather than quantitative

## Assumptions

```
IRON LAW: A meta-analysis is only as good as the studies it includes —
garbage in, garbage out. Publication bias inflates pooled effect sizes
because non-significant findings go unpublished.
```

Key assumptions:
1. Studies estimate the same underlying construct (conceptual homogeneity)
2. Effect sizes are statistically independent (one effect per study, or use multilevel models)
3. Study-level moderators are coded reliably and without bias
4. The search strategy captures the relevant population of studies (no systematic omission)

## Methodology

### Step 1 — Extract and Code Effect Sizes

Convert study findings to a common effect size metric (Cohen's d, Hedges' g, r, OR). Code study-level moderators (sample size, design, context). See `references/` for conversion formulas.

### Step 2 — Choose Fixed-Effect vs Random-Effects Model

Fixed-effect assumes one true effect; random-effects assumes effects vary across studies. If studies span different populations or contexts, random-effects is almost always appropriate.

### Step 3 — Assess Heterogeneity

Compute Q statistic (test of homogeneity), I² (proportion of variance due to heterogeneity), and τ² (between-study variance). I² > 75% indicates substantial heterogeneity warranting moderator analysis.

### Step 4 — Test for Publication Bias and Report

Use funnel plot, Egger's regression test, and trim-and-fill method. Report pooled effect, CI, prediction interval, and results of bias assessment.

## Output Format

```markdown
## Meta-Analysis: [Research Question]

### Study Inclusion
| Criterion | Value |
|-----------|-------|
| Studies included (k) | xx |
| Total sample size (N) | xxxx |
| Effect size metric | [d / r / OR] |

### Pooled Effect Size
| Model | Effect | 95% CI | z | p-value |
|-------|--------|--------|---|---------|
| Fixed-effect | x.xx | [x.xx, x.xx] | x.xx | x.xx |
| Random-effects | x.xx | [x.xx, x.xx] | x.xx | x.xx |

### Heterogeneity
| Statistic | Value | Interpretation |
|-----------|-------|----------------|
| Q | x.xx (p = x.xx) | [significant/not] |
| I² | x.xx% | [low/moderate/high] |
| τ² | x.xx | [between-study variance] |

### Publication Bias
| Test | Result | Interpretation |
|------|--------|----------------|
| Funnel plot | [symmetric/asymmetric] | [bias suspected?] |
| Egger's test | p = x.xx | [significant?] |
| Trim-and-fill | adjusted effect = x.xx | [studies imputed: x] |

### Limitations
- [Note any assumption violations]
```

## Gotchas

- Combining apples and oranges: statistically possible but conceptually meaningless if constructs differ
- Random-effects models give more weight to small studies, which are often lower quality
- I² depends on precision of included studies; low I² with imprecise studies does not mean homogeneity
- Funnel plot asymmetry can be caused by factors other than publication bias (small-study effects)
- File-drawer problem: unpublished null results are systematically missing
- Moderator analyses with many subgroups and few studies per subgroup are underpowered and unreliable

## References

- Borenstein, M., Hedges, L. V., Higgins, J. P. T., & Rothstein, H. R. (2009). *Introduction to Meta-Analysis*. Wiley.
- Higgins, J. P. T., & Thompson, S. G. (2002). Quantifying heterogeneity in a meta-analysis. *Statistics in Medicine*, 21(11), 1539-1558.
- Rothstein, H. R., Sutton, A. J., & Borenstein, M. (2005). *Publication Bias in Meta-Analysis*. Wiley.