1) Athey, S., Chetty, R., Imbens, G. W., & Kang, H. (2019, rev. 2024). The Surrogate Index: Combining Short-Term Proxies to Estimate Long-Term Treatment Effects More Rapidly and Precisely. NBER Working Paper No. 26463. November 2019 (revised August 2024). https://doi.org/10.3386/w26463 この分野の理論的基礎となる論文。 2) McKenzie, D. (2019). Using surrogate index to estimate long-term treatment impacts from short-term follow- up. World Bank Impact Evaluations blog. https://blogs.worldbank.org/en/impactevaluations/using-surrogate-index- estimate-long-term-treatment-impacts-short-term-follow [1] の概要を数式を使わずに平易な文章で解説した記事。 3) Duan, W., Ba, S., & Zhang, C. (2021). Online Experimentation with Surrogate Metrics: Guidelines and a Case Study. In Proceedings of WSDM 2021. https://arxiv.org/abs/2106.01421 中間指標の選び方に関するガイドラインとLinkedInにおける実践例を示した論文。 参考文献(英語文献)
4) Athey, S. (2023). The Surrogate Index: Combining Short-Term Proxies to Estimate Long-Term Treatment Effects. https://d2cml-ai.github.io/mgtecon634_r/notebooks/9_surrogate_r.html [1]の筆頭著者であるSusan Athey先生自身による解説。 5) Huang, S., Wang, C., Yuan, Y., Zhao, J., & Zhang, J. (2023). Estimating Effects of Long-Term Treatments: A Longitudinal Surrogate Framework. https://arxiv.org/abs/2308.08152 WeChatにおける実践例。 6) Zhang, V., Zhao, M., Dimakopoulou, M., Le, A., & Kallus, N. (2023). Evaluating the Surrogate Index as a Decision-Making Tool Using 200 A/B Tests at Netflix. https://arxiv.org/abs/2311.11922 Netflixにおける実践例。 参考文献(英語文献)
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