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Lecture 1 Lappeenranta University of Technology Wrocław, Fall 2013

What is? Basic terminology Epidemiology is the subject that studies the spread of diseases in populations, and primarily the human populations. XIX century William Farr s statistics XIX century Pasteur s germ theory of infection 1880 notice of measles periodic behaviour by Arthur Ransome 1906 discrete time epidemic model for transmission of measles by William Hamer 1927 simplest mathematical model by Kermack and McKendrick.

What is? Basic terminology Mathematical epidemiology Mathematical epidemiology is concerned with quantitative aspects of the subjects and usually consists of: model building, estimation of parameters, investigation of the sensitivity of the model to changes in the parameters, simulations.

What is? Basic terminology Mathematical modelling The diseases which are modeled most often are the so called infectious diseases, that is, diseases that are contagious and can be transferred from one individual to another through contact. Examples are: measles, rubella, chicken pox, mumps, HIV, hepatitis, tuberculosis, as well as the very well known influenza. For various diseases different types of contact are needed in order for the disease to be transmitted.

What is? Basic terminology

What is? Basic terminology Disease classes When a disease spreads, the population is divided into nonintersecting classes: Susceptible individuals (susceptibles) Infective individuals (infectives) Removed/Recovered individuals. An optional class is also Latent or Exposed.

What is? Kermack and McKendrick, 1927 ds dt di dt dr dt = βsi (1) = βsi αi (2) = αi (3)

What is? Parameter estimation Estimation of the parameters in ODE models relies on one observation of how various class exit rates relate to reality. To see how that relates to α, the recovery/removal rate, let us assume that there is no inflow in the infectious class. Then the differential equation that gives the dynamics of this class is I (t) = αi, I(0) = I 0

What is? Solution The Kermack-McKendrick model is a relatively simple epidemiological model. Quite a bit of analysis is possible to be done "manually", for instance, we can obtain an implicit solution, which is rarely possible for epidemic models. I + S α ln S = C β (4) R = N I S (5)

What is? The Kermack-McKendrick model is equipped with initial conditions: S(0) = S 0 and I(0) = I 0. Those are assumed given. We assume also that lim t I(t) = 0 while S = lim t S(t) gives the final number of susceptible individuals after the epidemic is over. The implicit solution holds both for (S 0, I 0 ) and for (S, 0). Thus β α = ln S0 S S 0 + I 0 S

What is? The Great Plague of Eyam The village of Eyam near Sheffield, England, suffered an outbreak of bubonic plague in 1665-1666. The source of that plague was believed to be the Great Plague of London. The community has persuaded quarantine itself. Detailed records were preserved. The initial population of Eyam was 350. In mid-may 1666 there were 254 susceptibles and 7 infectives.

What is? Plague data Date 1666 Susceptibles Infectives Mid-May 254 7 July 3/4 235 14.5 July 19 201 22 August 3/4 153.5 29 August 19 121 21 September 3/4 108 8 September 19 97 8 October 3/4 Unknown Unknown October 19 83 0

What is? These data give the following values: S 0 = 254, I 0 = 7, S = 83. From these we obtain β α = 0.00628 The infective period of bubonic plague is about 11 days. Since the data is given in months, we convert days to months 11 days = 0.3548387 months, α = β = 0.00628α = 0.0177 1 0.3548387 = 2.82

What is? Maximum number of infectives When I = 0 we can find the maximal number of infected individuals I max = α β + α β ln α β + S 0 + I 0 α β ln S 0 Then for the Eyam plague we get I max = 27.5, with the real data pointing at 29.

What is? Models which do not include explicitly births and deaths in the population are called epidemic models without explicit demography. They are useful for epidemic modeling on a short time scale.

What is? In reality many disease models are not that simple. And therefore, finding their solutions analytically is not possible. However, parameter estimation is still possible as long as real data is available. Then the estimation can be done through least squares method, that is optimizing parameter values in such a way that the sum of squares of differences between the model and real data SS = n (f(x i, θ) y i ) 2 i=1 is minimized.

What is? Suppose the total population changes in time according to the simplest demographic model which describes logistic growth. S (t) = Λ βis µs (6) I (t) = βis αi µi (7) R (t) = αi µr (8)

What is? We would like to know what will happen to the disease in a long run: will it die out or will it establish itself in the population and become an endemic? To answer this question we have to investigate the long-term behavior of the solution. This behavior depends largely on the equilibrium points, that is time-independent solutions of the system, i.e. for S (t) = 0, I (t) = 0 and R (t) = 0.

What is? We get the system 0 = Λ βis µs (9) 0 = βis αi µi (10) 0 = αi µr (11) From the last equation R = α µ I From the second equation we have either I = 0 or S = α + µ β

What is? Case I = 0 Then R = 0. From the first equation we have S = Λ µ. Thus we have the equilibrium solution ( ) Λ µ, 0, 0 This equilibrium exists for any parameter values. Notice that the number of infectives in it is zero, which means that if a solution of the ODE system approaches this equilibrium, the number of infectives I(t) will be approaching zero, that is the disease will disappear from the population. That is why it is called the disease-free equilibrium.

What is? Case I 0 Then from the first and second equation we have Λ = βis + µs, and S = α + µ β Substituting S and solving for I we have I = βλ µ(α + µ) β(α + µ) Clearly, I > 0 if and only if βλ > µ(α + µ)

What is? Thus only then we have the equilibrium ( α + µ β βλ µ(α + µ),, α β(α + µ) µ ) βλ µ(α + µ) β(α + µ) In this equilibrium solution the number of infected is strictly positive. So if some of the solutions of the ODE system I(t) approaches time goes to infinity this equilibrium the number of infectives will remain strictly positive for a long time and approximately equal to I. Thus the disease remains in the population and the solution becomes an endemic eqilibrium.

What is? The condition for existence of an endemic equilibrium can be rewritten in the form βλ µ(α + µ) > 1 The expression on the left hand side is denoted by R 0 R 0 = βλ µ(α + µ) The parameter R 0 is called the reproduction number of the disease.

What is? Epidemiologically, the reproductive number of the disease tells us how many secondary cases will one infected individual produce in an entirely susceptible population. If R 0 < 1 then there exists only the disease-free equilibrium. The equilibrium is attractive so that every solution of the ODE system approaches this equilibrium and the disease disappears from the population. If R 0 > 1 then there are two equilibria: the disease-free equilibrium and the endemic equilibrium. Here the disease-free equilibrium is not attractive in the sense that solutions of the ODE system that start very close to it tend to go away. The endemic equilibrium is attractive so that solutions of the ODE system approach it as time goes to infinity. Thus, in this case the disease remains endemic in the population.

What is? SIRS ds dt di dt dr dt = βsi + ρr (12) = βsi αi (13) = αi ρr (14)

What is? SIRS with demography S (t) = Λ βis + ρr µs (15) I (t) = βis αi µi (16) R (t) = αi ρr µr (17)