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. 2017 Dec 5;4(2):2053951717745678. doi: 10.1177/2053951717745678

Box 2.

Evaluating linkage quality.

Approach Key points
‘Gold standard’ or reference data • Data where the true match status is known, used to test linkage algorithms and estimate rates of linkage error.
• Typically based on a subsample of records that have been manually reviewed, an additional data source with complete identifiers, a representative synthetic dataset, or external reference rates for the population of interest
 ^ For example, comparison of mortality rates based on linkage of death registrations versus national figures (Schmidlin et al., 2013) or comparison of infection rates within a subset of validated data (Harron et al., 2013, Paixao et al., in press).
Post-linkage data validation • Used to estimate minimum false-match rates by identifying implausible scenarios within the data.
 ^ For example, linkage of a hospital admission record following a known date of death could indicate a false-match; as could linkage of multiple death records to a single census record (Blakely and Salmond, 2002; Hagger-Johnson et al., 2014).
Sensitivity analyses • Used to assess the extent to which results vary according to different linkage criteria.
• Could involve changing the linkage algorithm or changing the threshold within probabilistic linkage, and re-running analyses to evaluate any impact on results (Lariscy, 2011).
 ^ For example, comparing results over a range of match weights could help identify the direction of the effect of linkage errors on outcomes of interest (Moore et al., 2014).
Comparing characteristics of linked and unlinked data • Used to identify any differences in linkage rates for different subgroups of individuals.
 ^ For example, comparing rates of preterm birth in linked and unlinked maternity records (Ford et al., 2006; Harron et al., 2016).
• Where not all records are expected to match, distributions of variables in the linked data can be compared to external sources (e.g. age and/or ethnic group distributions from national census data) to explore any evidence of selection bias (Harron et al., 2016).