Integration of Individual Participant and Aggregate Data Under Dataset Shift: Summary Statistic Comparison and Scalable Computation

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Auteurs principaux: Huang, Ming-Yueh, Qin, Jing, Huang, Chiung-Yu
Format: Preprint
Publié: 2026
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author Huang, Ming-Yueh
Qin, Jing
Huang, Chiung-Yu
author_facet Huang, Ming-Yueh
Qin, Jing
Huang, Chiung-Yu
contents Integrated IPD-AD analysis, which combines individual participant data (IPD) with aggregate data (AD), is increasingly recognized as an effective strategy for generating more reliable and generalizable inferences from heterogeneous studies. While most existing work has focused on algorithmic approaches, this paper investigates a complementary yet underexplored question: how different forms of AD influence the efficiency of data integration. Working within a constrained maximum likelihood estimation framework, we compare commonly reported summary statistics and show that subgroup-specific summaries can substantially improve estimation efficiency. In particular, we find that AD derived from outcome-stratified subgroups (e.g., cases and controls) consistently yield greater efficiency gains than those based on covariate-stratified subgroups (e.g., age or exposure categories), especially when the outcome is continuous. Although outcome-stratified summaries are commonly reported for discrete outcomes, they are rarely provided when the outcome is continuous. Our findings therefore support the routine inclusion of outcome-stratified summaries for continuous endpoints in trial reports and public data repositories to facilitate more efficient evidence synthesis. We further extend the constrained maximum likelihood framework to accommodate dataset shift and develop a fast, non-iterative estimation procedure to improve numerical stability and scalability. We illustrate the proposed methodology with two applications: an analysis of income data under covariate shift and an analysis of housing data under prior probability shift.
format Preprint
id arxiv_https___arxiv_org_abs_2603_01378
institution arXiv
publishDate 2026
record_format arxiv
spellingShingle Integration of Individual Participant and Aggregate Data Under Dataset Shift: Summary Statistic Comparison and Scalable Computation
Huang, Ming-Yueh
Qin, Jing
Huang, Chiung-Yu
Methodology
Integrated IPD-AD analysis, which combines individual participant data (IPD) with aggregate data (AD), is increasingly recognized as an effective strategy for generating more reliable and generalizable inferences from heterogeneous studies. While most existing work has focused on algorithmic approaches, this paper investigates a complementary yet underexplored question: how different forms of AD influence the efficiency of data integration. Working within a constrained maximum likelihood estimation framework, we compare commonly reported summary statistics and show that subgroup-specific summaries can substantially improve estimation efficiency. In particular, we find that AD derived from outcome-stratified subgroups (e.g., cases and controls) consistently yield greater efficiency gains than those based on covariate-stratified subgroups (e.g., age or exposure categories), especially when the outcome is continuous. Although outcome-stratified summaries are commonly reported for discrete outcomes, they are rarely provided when the outcome is continuous. Our findings therefore support the routine inclusion of outcome-stratified summaries for continuous endpoints in trial reports and public data repositories to facilitate more efficient evidence synthesis. We further extend the constrained maximum likelihood framework to accommodate dataset shift and develop a fast, non-iterative estimation procedure to improve numerical stability and scalability. We illustrate the proposed methodology with two applications: an analysis of income data under covariate shift and an analysis of housing data under prior probability shift.
title Integration of Individual Participant and Aggregate Data Under Dataset Shift: Summary Statistic Comparison and Scalable Computation
topic Methodology
url https://arxiv.org/abs/2603.01378