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Generalized Full Matching

Published online by Cambridge University Press:  23 November 2020

Fredrik Sävje Open the ORCID record for Fredrik Sävje [Opens in a new window] ,
Michael J. Higgins Open the ORCID record for Michael J. Higgins [Opens in a new window]  and
Jasjeet S. Sekhon
Fredrik Sävje*
Affiliation:
Department of Political Science, and Department of Statistics & Data Science, Yale University, New Haven, CT, USA. Email: fredrik.savje@yale.edu
Michael J. Higgins
Affiliation:
Department of Statistics, Kansas State University, Manhattan, KS, USA. Email: mikehiggins@k-state.edu
Jasjeet S. Sekhon
Affiliation:
Travers Department of Political Science, and Department of Statistics, UC Berkeley, Berkeley, CA, USA. Email: sekhon@berkeley.edu
*
Corresponding author Fredrik Sävje
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Abstract

Matching is a conceptually straightforward method to make groups of units comparable on observed characteristics. The method is, however, limited to settings where the study design is simple and the sample is moderately sized. We illustrate these limitations by asking what the causal effects would have been if a large-scale voter mobilization experiment that took place in Michigan for the 2006 election were scaled up to the full population of registered voters. Matching could help us answer this question, but no existing matching method can accommodate the six treatment arms and the 6,762,701 observations involved in the study. To offer a solution for this and similar empirical problems, we introduce a generalization of the full matching method that can be used with any number of treatment conditions and complex compositional constraints. The associated algorithm produces near-optimal matchings; the worst-case maximum within-group dissimilarity is guaranteed to be no more than four times greater than the optimal solution, and simulation results indicate that it comes considerably closer to the optimal solution on average. The algorithm’s ability to balance the treatment groups does not sacrifice speed, and it uses little memory, terminating in linearithmic time using linear space. This enables investigators to construct well-performing matchings within minutes even in complex studies with samples of several million units.

Keywords

causal inferencematching methodstreatment effects

Information

Type
Article
Information
Political Analysis , Volume 29 , Issue 4 , October 2021 , pp. 423 - 447
Copyright
© The Author(s) 2020. Published by Cambridge University Press on behalf of the Society for Political Methodology

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Footnotes

Edited by Daniel Hopkins

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