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The Petersen–Lincoln Estimator and its Extension to Estimate the Size of a Shared Population
Authors:Anne Chao  H‐Y Pan  Shu‐Chuan Chiang
Institution:1. Institute of Statistics, National Tsing Hua University, Hsin‐Chu, Taiwan 30043;2. Department of Applied Mathematics, National Chia‐Yi University, Chia‐Yi, Taiwan 60004;3. Institute of Public Health & Division of Preventive Medicine, National Yang‐Ming University, Taipei, Taiwan, 11221;4. Ching Yun University, Jung‐Li, Taiwan 32097;5. Sunrise Clinic, Taoyuan, Taiwan 32041
Abstract:The Petersen–Lincoln estimator has been used to estimate the size of a population in a single mark release experiment. However, the estimator is not valid when the capture sample and recapture sample are not independent. We provide an intuitive interpretation for “independence” between samples based on 2 × 2 categorical data formed by capture/non‐capture in each of the two samples. From the interpretation, we review a general measure of “dependence” and quantify the correlation bias of the Petersen–Lincoln estimator when two types of dependences (local list dependence and heterogeneity of capture probability) exist. An important implication in the census undercount problem is that instead of using a post enumeration sample to assess the undercount of a census, one should conduct a prior enumeration sample to avoid correlation bias. We extend the Petersen–Lincoln method to the case of two populations. This new estimator of the size of the shared population is proposed and its variance is derived. We discuss a special case where the correlation bias of the proposed estimator due to dependence between samples vanishes. The proposed method is applied to a study of the relapse rate of illicit drug use in Taiwan. (© 2008 WILEY‐VCH Verlag GmbH & Co. KGaA, Weinheim)
Keywords:Capture‐recapture  Correlation bias  Dependence  Dual‐system Estimator  Heterogeneity  Mark‐recapture
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