A Structured Guide to Univariate Test Selection Based on Normality, Variance Homogeneity, and Graphical Data Exploration

IF 1.6 3区 医学 Q2 SURGERY
Journal of Surgical Research Pub Date : 2026-02-01 Epub Date: 2026-01-19 DOI:10.1016/j.jss.2025.10.053
Javier Arredondo Montero MD, PhD
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引用次数: 0

Abstract

Introduction

The credibility of surgical research depends on appropriate statistical methodology. However, univariate statistical tests are frequently applied inconsistently, and key assumptions—particularly normality and variance homogeneity—are often misunderstood or inadequately assessed. These methodological shortcomings can distort inference, undermine internal validity, and compromise the clinical interpretability of research findings.

Methods

This article presents a structured, assumption-based framework to guide univariate statistical test selection in surgical research. The approach integrates visual data exploration (histograms, Q–Q plots, violin plots) with formal assumption testing, including the Shapiro-Wilk test for normality and Levene’s test for variance homogeneity, explicitly addressing the sample-size dependence of normality tests, which may lack power in small samples and overdetect trivial deviations in large datasets. The framework addresses common pitfalls related to distributional shape (including bimodality), outliers, data transformation, and the treatment of ordinal variables. When standard assumptions are violated, the framework discusses robust alternatives—such as Welch’s tests, nonparametric approaches, and modern robust estimators—to preserve valid and interpretable statistical inference.

Results

The proposed framework yields a practical decision algorithm, supported by summary tables and illustrative figures, that links data characteristics to appropriate univariate tests and summary measures. By emphasizing combined visual and statistical assessment, the framework clarifies when parametric, robust parametric, or nonparametric methods are most suitable and highlights frequent sources of misinterpretation in the surgical literature.

Conclusions

An assumption-driven approach to univariate test selection enhances statistical rigor, transparency, and reproducibility in surgical research. By aligning test choice and data summarization with underlying distributional properties, this framework supports more reliable statistical inference and clinically meaningful interpretation of univariate analyses.
基于正态性、方差同质性和图形数据探索的单变量测试选择的结构化指南。
引言:外科研究的可信度取决于适当的统计方法。然而,单变量统计检验的应用经常不一致,关键假设——特别是正态性和方差同质性——经常被误解或评估不充分。这些方法学上的缺陷会扭曲推理,破坏内部有效性,并损害研究结果的临床可解释性。方法:本文提出了一个结构化的、基于假设的框架来指导外科研究中单变量统计检验的选择。该方法将视觉数据探索(直方图、Q-Q图、小提琴图)与正式假设检验(包括Shapiro-Wilk正态性检验和Levene方差同质性检验)相结合,明确解决了正态性检验的样本量依赖性,这在小样本中可能缺乏能力,在大数据集中可能过度检测微不足道的偏差。该框架解决了与分布形状(包括双峰)、异常值、数据转换和有序变量处理相关的常见缺陷。当标准假设被违反时,该框架讨论健壮的替代方案,如韦尔奇检验、非参数方法和现代健壮估计,以保持有效和可解释的统计推断。结果:提议的框架产生了一个实用的决策算法,由汇总表和说明性数字支持,将数据特征与适当的单变量测试和汇总措施联系起来。通过强调视觉和统计评估的结合,该框架阐明了参数、稳健参数或非参数方法何时最合适,并强调了外科文献中常见的误解来源。结论:在外科研究中,假设驱动的方法可以提高统计严谨性、透明度和可重复性。通过将测试选择和数据汇总与潜在的分布特性结合起来,该框架支持更可靠的统计推断和对单变量分析有临床意义的解释。
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来源期刊
CiteScore
3.90
自引率
4.50%
发文量
627
审稿时长
138 days
期刊介绍: The Journal of Surgical Research: Clinical and Laboratory Investigation publishes original articles concerned with clinical and laboratory investigations relevant to surgical practice and teaching. The journal emphasizes reports of clinical investigations or fundamental research bearing directly on surgical management that will be of general interest to a broad range of surgeons and surgical researchers. The articles presented need not have been the products of surgeons or of surgical laboratories. The Journal of Surgical Research also features review articles and special articles relating to educational, research, or social issues of interest to the academic surgical community.
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