External Validity and Transportability: A Formal Approach

We provide a formal definitionof the notion of “transportability,”or “external validity,”as a license to transfer causal information from experimental studies to a different population in which only observational studies can be conducted. We introduce a formal representation called “selection diagrams” for expressing differences and commonalities between populationsof interest and, using thisrepresentation, we deriveprocedures for deciding whether causal effects in thetarget population can be inferredfromexperimental findingsina differentpopulation. When theanswer isaffirmative, the procedures identify the set of experimental and observational studies that need be conducted to license the transport. We further discuss how transportability analysis can guide the transfer of knowledge in non-experimental learning to minimize re-measurement cost and improve prediction power.

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