A well-structured data investigation plan helps guide your analysis and ensures you consider all important aspects before diving into the data. Key elements of an investigation plan include:
Research Questions
The statistical questions you aim to answer, clearly stated and refined.
Data Requirements
The specific variables, measurements, and data sources needed to answer your questions.
Data Assessment
Evaluation of the available data’s quality, completeness, and appropriateness for your questions.
Analysis Approach
The methods and techniques you plan to use for data cleaning, exploration, visualization, and statistical analysis.
Potential Challenges
Anticipated difficulties and limitations, along with strategies to address them.
Expected Outcomes
What you hope to learn and how you might apply the findings.
Checkpoint40.Organizing an Investigation Plan.
Arrange the following steps in a logical order for planning a data investigation.
Formulate clear statistical questions based on your area of interest.
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Identify what specific variables and data you need to answer your questions.
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Begin analyzing the data immediately to save time.
#paired
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Create visualizations before examining the data quality.
#paired
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Assess whether the available data is suitable and of sufficient quality.
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Determine appropriate methods for cleaning, visualizing, and analyzing the data.
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Identify potential limitations and challenges in your investigation.
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Skip directly to writing conclusions without analyzing the data.
#distractor
Hint.
Think about what information you need to know before you can determine your analysis methods.
A thoughtful investigation plan serves as a roadmap for your analysis, though you should be prepared to adapt it as you learn more about the data and discover unexpected patterns or challenges.
SubsectionSample Investigation Plan
Let’s look at a sample investigation plan for our Community Health and Environment project:
Example41.Community Health Investigation Plan.
Research Questions:
What is the relationship between air quality index (AQI) and asthma rates across neighborhoods?
How does access to green space correlate with obesity rates, controlling for neighborhood income?
Are there clusters of neighborhoods with similar environmental health profiles, and how do these clusters relate to demographic factors?
Data Requirements:
Neighborhood-level data on air quality measurements (annual average AQI)
Asthma prevalence rates by neighborhood
Green space access metrics (percentage of area, proximity to parks)
Obesity rates by neighborhood
Median household income by neighborhood
Additional environmental health indicators (water quality, proximity to pollution sources)
Demographic information (age distribution, racial/ethnic composition)
Data Assessment:
Our dataset includes most required variables but lacks detailed green space metrics
Some neighborhoods have missing data for certain health indicators
Air quality measurements were taken at different times of year across neighborhoods
Need to verify that health data is age-adjusted for fair comparison
Analysis Approach:
Data cleaning: Handle missing values, check for outliers, standardize variables
Exploratory analysis: Create scatter plots, histograms, and maps to visualize distributions and relationships
Calculate correlation coefficients between environmental factors and health outcomes
Perform regression analysis to examine relationships while controlling for income
Use cluster analysis to identify neighborhoods with similar environmental health profiles
Potential Challenges:
Missing data might bias results if not handled appropriately
Correlation doesn’t imply causation; many confounding variables might exist
Neighborhood boundaries might not align perfectly with environmental exposure patterns
Limited sample size (number of neighborhoods) might affect statistical power
Expected Outcomes:
Identification of environmental factors most strongly associated with health outcomes
Understanding of how socioeconomic factors interact with environmental exposures
Visualization of environmental health disparities across the city
Insights that could inform targeted public health interventions
This plan provides a comprehensive framework for the investigation, identifying key questions, necessary data, analytical approaches, and potential limitations. It serves as a guide but remains flexible enough to adapt as the investigation proceeds.
Activity12.Developing Your Investigation Plan.
In this activity, you’ll develop an investigation plan for your own dataset.
(a)
Using the refined statistical questions from the previous activity, outline a complete investigation plan following the structure of the sample plan.
(b)
Assess your dataset critically. Does it contain all the variables you need? Are there quality issues you need to address?
(c)
Specify at least three analysis techniques you plan to use and why they’re appropriate for your research questions.
Checkpoint42.Identifying Data Requirements.
To investigate the question "How does public transportation usage vary with income level across neighborhoods?", which of the following variables would be LEAST essential?
Average number of public transportation trips per resident by neighborhood
This is a key measure of public transportation usage, which is central to the research question.
Median household income by neighborhood
Income level is explicitly mentioned in the research question, making this variable essential.
Average home value by neighborhood
Correct! While home value might correlate with income, it’s not directly mentioned in the research question and is less essential than variables that directly measure transportation usage and income.
Availability of public transportation (e.g., bus stops per square mile) by neighborhood
This is important to consider because availability can influence usage, making it a potential confounding variable that should be accounted for.