Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia,...

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Outbreak Outbreak Investigation Investigation Methodological aspects Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material

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Page 1: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

Outbreak InvestigationOutbreak InvestigationMethodological aspectsMethodological aspects

Jurgita Bagdonaite, Jolita Mereckiene

Jurmala, Latvia, 2006

Based EPIET material

Page 2: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

Objectives for this session

• Describe – the principles of outbreak investigation– the steps in outbreak investigation

• Using practical examples– Salmonella outbreak in Jura, France

• Next lecture– some operational and logistical aspects

of outbreak investigation

Page 3: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

What is an outbreak ?

• Occurrence of more cases of disease than expected

– in a given area – among a specific group of people – over a particular period of time

Page 4: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

Food-or waterborne outbreak (WHO definition)

• two or more persons

• similar illness

• after ingestion of the same type of food or water

• from the same source

• epidemiological evidence - the food or the water - the source of the illness

Page 5: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

Why investigate outbreaks?

• Stop the outbreak

– Find and neutralise the source (cause)– Prevent additional cases

• Prevent future outbreaks

• Improve surveillance and outbreak detection

• Improve our knowledge

• Keep the public’s confidence

• Training

Page 6: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

Retrospective investigation

• Often the outbreak exists since days, weeks, months

• Many cases already occurred

• Count on the memory of people

• Many data already collected; use them or start all over?

Never too late, but more difficult

Page 7: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

Community wide outbreak of Salmonellosis,

Jura, spring 1997

Context

• Alert: District medical officer

• 80 cases of salmonellosis in 5 weeks

• Salmonella Typhimurium

• No link identified between cases

• High political and media profile

• Local outbreak team set up

• Cases continued to occur

Page 8: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

Specific demands when investigating outbreaks

• Unexpected event

• Act quickly

• Rapid control

• Bias caused by media reports

• Legal and financial pressure

• Interdisciplinary coordination

• Work carried out in the field

Systematic approach

Page 9: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

Epidemiology

Food safety

Clinicians

Laboratory

Media AuthoritiesDiagnostic

Clinical

Specimen transfer

Dead Sick

Exposed

SurveillanceInvestigation

Prediction

Supply channels

Trace back

DecisionsInfrastructureRegulationsVaccinations etc

VectorReservoir

Investigation

Co-ordination

Page 10: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

Role of the Epidemiologist

• Systematic Description

• Identification of risk factors (by descriptive or analytical means)

• Identification of interventions

• Work with others to implement control measures

• Evaluate the impact of control measures

YOU MAY BE THE ONE TO COORDINATE !

Page 11: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

Steps of an outbreak investigation

• Confirm outbreak and diagnosis• Define a case • Identify cases & obtain information• Describe data collected and analyse• Develop hypothesis• Test hypothesis: analytical studies • Special studies• Communicate results,

– including outbreak report

• Implement control measure

Co

ntro

l measu

res

Page 12: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

Detection

Routine surveillanceClinical / LaboratoryGeneral publicMedia

Page 13: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

Surveillance and outbreak detection: Salmonella Goldcoast strains

by month of isolation, 1993-1996

0

20

40

60

J M M J S N J M M J S N J M M J S N J M M J

Goldcoast

Threshold

Month

Number of isolates

1993 1994 1995 1996

Epidemic threshold facilitates detection

Page 14: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

Confirm outbreak and diagnosis

Is this an outbreak?• More cases than expected?• Surveillance data• Surveys: hospitals, labs, physicians

Caution!• Seasonal variations• Notification artefacts• Diagnostic bias (new technique)• Diagnostic errors (pseudo-outbreaks)

Page 15: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

Cases of legionellosis by week of notificationFrance, January 1996 - August 1997

0

1

2

3

4

5

6

7

8

1 4 7 10 13 16 19 22 25 28 31 34 37 40 43 46 49 52 3 6 9 12 15 18 21 24 27 30 33

Week of notification

Number of cases

1996 1997

Page 16: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

Cases of legionellosis by week of notificationFrance, January 1996 - August 1997

0

1

2

3

4

5

6

7

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1 4 7 10 13 16 19 22 25 28 31 34 37 40 43 46 49 52 3 6 9 12 15 18 21 24 27 30 33

Week of notification

Number of cases

1996 1997

National meeting: legionellosis diagnosis and reporting

Page 17: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

Confirm outbreak and diagnosis

• Laboratory confirmation – serology– isolates, typing of isolates– toxic agents

• Contact (visit) the laboratories• Meet attending physicians• Examine some cases

Not always necessary to confirm all the casesbut confirm a proportion throughout the outbreak

Page 18: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

Outbreak confirmed

Immediate control measures?

Further investigation?

- prophylaxis- exclusion / isolation- public warning- hygienic measures- others

- aetiological agent- mode of transmission- vehicle of transmission- source of contamination- population at risk- exposure causing illness

Page 19: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

EpidemiologistMicrobiologistClinicianEnvironmentalistEngineersVeterinariansOthers

Team coordinatesfield investigation

Outbreak confirmed, further investigations warranted

Form Outbreak Control Team?

Page 20: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

Descriptive epidemiology

- Who are the cases? (person)

- Where do they live? (place)

- When did they become ill? (time)

Page 21: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

Case definition

• Standard set of criteria for deciding if a person should be classified as suffering from the disease under investigation

• Criteria

– clinical and/or biological criteria

– time

– place

– person

Page 22: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

Case definition

• Simple, practical, objective

• Sensitive?

• Specific?

• Multiple case definitions

– confirmed

– probable

– possible

Page 23: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

Case definitionOutbreak of salmonellosis in the Jura,

spring 1997Confirmed case

• diarrhoea (> 2 liquid stools per day) or fever (> 38°C, at least one day)

and • isolate of S. Typhimurium

• in a resident of Jura or neighbouring communities

• after May 1997

Probable case

• diarrhoea (> 2 liquid stools per day)

and• contact (same household)

with confirmed case • in a resident of the Jura

or neighbouring communities

• after May 1997

Page 24: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

Identify & count cases

notificationslaboratorieshospitals, GPsschoolsworkplace,cases, media, etc

Page 25: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

Salmonellosis outbreak in the Jura

case finding

• All laboratories in the Jura district

• Major laboratories in neighbouring districts

• National reference laboratory

• Food borne outbreak notifications

• Interview of cases

Page 26: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

Identify & count cases

Obtain information

Identifying information

Demographic information

Clinical details

Exposures and known risk factors

Page 27: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

Salmonellosis in the JuraObtaining information

Trawling questionnaire:

• Attendance of events

• Places visited

• Food histories including, regional products

Page 28: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

Identify & count cases

Obtain information

Analysis of descriptive data

Describe in

- time

- place

- person

Page 29: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

TimeEpi Curve

• Histogram

• Distribution of cases by time of onset

of symptoms, diagnosis or identification– time interval depends on incubation period

Cases

0

1

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3

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6

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10

1 2 3 4 5 6 7 8 9 10 11 12

Days

Page 30: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

Epi curve• Describe

– start, end, duration

– peak

– importance

– atypical cases

• Helps to develop hypotheses– incubation period– etiological agent– type of source– type of transmission– time of exposure

0

1

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3

4

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7

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1 2 3 4 5 6 7 8 9 10 11 12

Cases

Days

Page 31: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

Epicurves

0

1

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1 2 3 4 5 6 7 8

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1 2 3 4 5 6 7 8 9 10 11 12 13

hours

cases

cases

cases

days

weeks

Common point source Common persistent source

Propagated source

Page 32: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

Estimation of time or period of exposure

0

1

2

3

4

5

6

1 2 3 4 5 6 7 8

max incubation

min

cases

exposure

Page 33: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

Outbreak of typhoid fever, Germany, 2004(source, Marion Muehlen)

5 2

6 3 1 4

15 25 26 27 28 29 30 31 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15

April May

Probable infection time period

J une

N° c

ases

Shortest incubation period:

Longest incubation period: 60 suspected caseprobable caseconfirmed case

Page 34: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

Number of cases

30

1 case

25

20

15

10

5

14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 April Mai June July

Week of onset of symptoms

Cases of Salmonella Typhimurium infection by week of onset of symptoms, Jura, May - June 1997.

Page 35: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

Place

• Place of residence• Place of possible exposure

– work– meals– travel routes – day-care– leisure activities

• Maps– identify an area at risk

Page 36: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

WORKHOUSE

CA

RN

AB

Y S

TR

EE

T

MA

RS

HA

LL S

TR

EE

T

RE

GE

NT

ST

RE

ET

GR

EA

T P

ULT

EN

EY

ST

RE

ET

BR

EW

ER

Y

BE

RW

ICK

ST

RE

ET

BROAD STREET

SILVER STREET

X

X

XX

X

PO

LAN

D S

TR

EE

T

GOLDEN

SQUARE

N

S

EW

PUMP B

PUMP

PUMP C

PUMP A

PUMP

Distribution of cases of cholera, London 1854

Page 37: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

Person• Distribution of cases by age, sex, occupation,etc

(numerator)– 60 female– 50 male

• Distribution of these variables in population (denominator)– 600 females– 350 males

• Attack rates– female: 60/600– Males: 50/350

Page 38: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

S.Typhimurium infection distribution of cases by age group,

Jura, May - June 1997

Age groups(years)

No cases

<1 2

1 - 5 36

6 - 14 22

15 - 64 29

> 65 9

Total 98

Page 39: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

S.Typhimurium infection attack rates by age group,

Jura, May - June 1997

Age groups (years)

nr of cases population Attack rate per 100,000

<1 2 3,200 63

1 - 5 36 16,000 225

6 - 14 22 30,300 72

15 - 64 29 159,500 18

> 65 9 39,100 22

Total 98 248,100 40

Page 40: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

Develop hypotheses

- Who is at risk of becoming ill?

- What is the disease?

- What is the source and the vehicle?

- What is the mode of transmission?

Page 41: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

Outbreak of S. Typhimurium infections, Jura, spring 1997

Descriptive data Hypotheses

No common place, event Most likely food borne

S.Typhimurium Meat (beef), pork meat andmeat products, poultry, dairyproducts, etc

South of Jura district Regional product, localdistribution

Young childen most affected Product eaten by children

Several cases moslim Pork products less likely

Period of warm weather Barbeque, take away grilledchicken

Publications Outbreak linked to take awaygrilled chicken

Page 42: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

Food consumption by cases, outbreak of Salmonellosis, Jura, spring 1997

Food have eaten Total replies

% of cases exposed

Chipolatas 6 15 40 Take away chicken

5 17 29

Chicken bought raw

7 16 44

Minced beef burger

7 17 41

Pork 9 17 53 Veal 8 17 47 Comté 13 17 77 Morbier 14 16 88 Bleu de Gex 6 10 60

Page 43: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

Compare hypotheses with facts

Test specific hypotheses

Analytical studies- cohort studies- case-control studies

Page 44: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

Testing hypothesis

• Cohort - attack rate exposed group- attack rate unexposed group

• Case control- % of cases exposed- % of controls exposed

Page 45: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

Food consumption by cases and controls, outbreak of salmonellosis, Jura, spring 1997

Foods nr (%) of cases

have eaten

(n=42)

nr (%) of controls

have eaten

(n=42)

OR

matched CI 95%

Pâtés 11 (26) 17 (40) 0,5 0,2 - 1,3

Sausages 24 (57) 28 (67) 0,7 0,3 - 1,6

Beef 32 (78) 33 (79) 1 0,3 - 3,5

Pork 23 (59) 29 (76) 0,5 0,2 - 1,5

Veal 22 (54) 19 (46) 1,4 0,6 - 3,4

Chicken 30 (71) 34 (81) 0,6 0,2 - 1,7

Munster 4 (10) 1 (2) 4,0 0,5 - 35.8

Bleu de Gex 12 (35) 10 (24) 3,0 0,6 - 14,9

Comté 36 (86) 37 (88) 0,8 0,3 - 2,7

Morbier 33 (83) 23 (55) 6,5 1,4 - 28,8

Page 46: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

Verify hypothesisSpecial investigations/studies

• Microbiological investigation

• Environmental investigation

• Veterinarian investigation

• Trace back investigations (origin of foods)

• Meteorological data

• Entomological investigations

Page 47: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

Special complementary investigations, outbreak of S. Typhimurium infections, Jura, spring 1997

• Microbiological investigations– cheese samples cases homes, retail shops– human and food isolates by phage and

molecular typing

• Trace back investigation supply channels

• Production plant – veterinarian (herds supplying milk)– occupational medicine– environmental

Page 48: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

Investigation of supply channels

CREMERIE

Whole saler

Production plant

Page 49: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

Morbier vehicle of infection?

• Raw cows’ milk

• Eaten by children

• Regional product

• Morbier sampled at the residence of cases – S. Typhimurium isolated from 3 Morbiers leftovers– all other cheeses sampled tested negative

• Trace back: single producer

• No source of contamination identified

Page 50: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

Implement control measures

1) Control the source of pathogen

2) Interrupt transmission

3) Modify host response

May (must) occur at any time during the outbreak!!

At first, general measures

According to findings, more specific measures

Page 51: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

Control measures, Outbreak of S. Typhimurium infections, Jura, 1997

At the beginning of the outbreak• Personal hygiene advice• Thorough cooking of meat and poultry

After the investigation• Recall of the incriminated batches

of Morbier cheese

Page 52: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

Outbreak report

• Regular updates during the investigation

• Detailed report at the end

– communicate public health messages

– influence public health policy

– evaluate performance

– training tool

– legal proceedings

Page 53: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

Steps of an outbreak investigation

• Confirm outbreak and diagnosis• Define case • Identify cases and obtain information• Descriptive data collection and analysis• Develop hypothesis• Analytical studies to test hypotheses• Special studies• Communication,

including outbreak report• Implement control measures

con

tr ol m

easures

Page 54: Outbreak Investigation Methodological aspects Jurgita Bagdonaite, Jolita Mereckiene Jurmala, Latvia, 2006 Based EPIET material.

Laboratory confirmation

Source

Outbreak control team

meeting - urgent!

TV inter view

The Tasks !

Control measures ?

Meet minister