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McNemar Change Test

The McNemar change test is a statistical test that can be used for paired nominal data. It can test differences on a dichotomous-dependent variable between two related groups. For dichotomous dependent variables, some like to think of it as similar to a paired t test. Typically, the test is used when researchers want to look at changes in participants’ scores by comparing the proportion of people who changed in one direction (e.g., an increase in test scores) to the proportion changing in the opposite direction (e.g., a decrease in test scores). It is a distribution-free (nonparametric) test. It can be used for pretest and posttest designs, matched pairs, and case-control studies. This entry further describes the McNemar change test and considers assumptions, characteristics, and applications of the test, concluding with examples.

The McNemar change test was first published in 1947 in the journal Psychometrika by Quinn Michael McNemar. The McNemar test is applied to 2 × 2 contingency tables, with a dichotomous variable and matched pairs of subjects. The test then determines whether row and column marginal frequencies are equal. This can be referred to as marginal homogeneity. Table 1 provides an example of such a 2 × 2 contingency table.

Table 1 Example of a 2 × 2 Contingency Table

+

+

A

B

A + B

C

D

C + D

A + C

B + D

N

The null hypothesis of marginal homogeneity states that the marginal probabilities for each outcome are the same (i.e., there is no difference)—the total rows are equal to the sum of columns. The mean of paired samples are equal and no (significant) change has occurred. The alternative hypothesis would state there is a significant difference—the total number of rows is not equal to the total number of columns, or that the paired sample means are not equal. Under the null hypothesis, if the frequencies in the cells B and C (discordants) are sufficiently large, (BC)2B+C has a chi-square distribution with one degree of freedom. Like other statistical tests, if the chi-square result is significant, the null hypothesis would be rejected. Most popular statistics programs like SPSS and R cater for the McNemar change test.

Assumptions for the McNemar Change Test

The McNemar change test makes several assumptions:

1. There is one categorical/nominal dependent variable with two categories, a dichotomous variable, and one categorical/nominal independent variable with two related groups. Examples are passing or failing a test (pass or fail), two groups (treatment A and treatment B), or stress-level groups (high and low).

2. The two groups of the dependent variable must be mutually exclusive and not overlap. It should not be possible that a study participant can be a member of both groups.

3. The participants should be a random sample of the target population.

Typically, the last assumption is the one that is violated most often.

Discussion of the McNemar Change Test

When the number of discordants (cells B and C in Table 1) is small (generally B + C <25), chi-square is not approximated well by the chi-square distribution any more. An exact binomial sign test would be more appropriate, where B is compared to a binomial distribution with size n = B + C and p = .5. In 1948, Allen L. Edwards provided a continuity corrected version of the McNemar test. Another option is the mid-p McNemar test (mid-p binomial test), which is calculated by subtracting half the probability of the observed b from the exact one-sided p value, then double it to obtain the two-sided mid-p value.

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