Inspection-Guided Randomization: A Flexible and Transparent Restricted Randomization Framework for Better Experimental Design.

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Title: Inspection-Guided Randomization: A Flexible and Transparent Restricted Randomization Framework for Better Experimental Design.
Authors: Wang, Maggie1 (AUTHOR), Kizilcec, René F.2 (AUTHOR), Baiocchi, Michael1 (AUTHOR)
Source: Journal of Educational & Behavioral Statistics. Jun2026, Vol. 51 Issue 3, p667-695. 29p.
Subject Terms: *Experimental design, *Reproducible research, Randomization (Statistics), Simulation methods & models, Causal inference, Statistical sampling
Abstract: Randomized experiments are considered the gold standard for estimating causal effects. However, out of the set of possible randomized assignments, some may be more likely to produce poor effect estimates and misleading conclusions. Restricted randomization is an experimental design strategy that filters out undesirable treatment assignments, but its application has primarily been limited to ensuring covariate balance in two-arm studies where the target estimand is the average treatment effect. Other experimental settings with different design desiderata and target effect estimands could also stand to benefit from a restricted randomization approach. We introduce inspection-guided randomization (IGR), a transparent and flexible framework for restricted randomization that filters out undesirable treatment assignments by inspecting assignments against analyst-specified, domain-informed design desiderata. In IGR, the acceptable treatment assignments are locked in ex ante and preregistered in the trial protocol, thus safeguarding against p-hacking and promoting reproducibility. Through illustrative simulation studies motivated by behavioral health and education interventions, we demonstrate how IGR can improve effect estimates compared to benchmark designs in experiments involving interference and group formation. [ABSTRACT FROM AUTHOR]
Copyright of Journal of Educational & Behavioral Statistics is the property of Sage Publications Inc. and its content may not be copied or emailed to multiple sites without the copyright holder's express written permission. Additionally, content may not be used with any artificial intelligence tools or machine learning technologies. However, users may print, download, or email articles for individual use. This abstract may be abridged. No warranty is given about the accuracy of the copy. Users should refer to the original published version of the material for the full abstract. (Copyright applies to all Abstracts.)
Database: Education Research Complete
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  Data: Inspection-Guided Randomization: A Flexible and Transparent Restricted Randomization Framework for Better Experimental Design.
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  Data: <searchLink fieldCode="AR" term="%22Wang%2C+Maggie%22">Wang, Maggie</searchLink><relatesTo>1</relatesTo> (AUTHOR)<br /><searchLink fieldCode="AR" term="%22Kizilcec%2C+René+F%2E%22">Kizilcec, René F.</searchLink><relatesTo>2</relatesTo> (AUTHOR)<br /><searchLink fieldCode="AR" term="%22Baiocchi%2C+Michael%22">Baiocchi, Michael</searchLink><relatesTo>1</relatesTo> (AUTHOR)
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  Data: <searchLink fieldCode="JN" term="%22Journal+of+Educational+%26+Behavioral+Statistics%22">Journal of Educational & Behavioral Statistics</searchLink>. Jun2026, Vol. 51 Issue 3, p667-695. 29p.
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  Data: *<searchLink fieldCode="DE" term="%22Experimental+design%22">Experimental design</searchLink><br />*<searchLink fieldCode="DE" term="%22Reproducible+research%22">Reproducible research</searchLink><br /><searchLink fieldCode="DE" term="%22Randomization+%28Statistics%29%22">Randomization (Statistics)</searchLink><br /><searchLink fieldCode="DE" term="%22Simulation+methods+%26+models%22">Simulation methods & models</searchLink><br /><searchLink fieldCode="DE" term="%22Causal+inference%22">Causal inference</searchLink><br /><searchLink fieldCode="DE" term="%22Statistical+sampling%22">Statistical sampling</searchLink>
– Name: Abstract
  Label: Abstract
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  Data: Randomized experiments are considered the gold standard for estimating causal effects. However, out of the set of possible randomized assignments, some may be more likely to produce poor effect estimates and misleading conclusions. Restricted randomization is an experimental design strategy that filters out undesirable treatment assignments, but its application has primarily been limited to ensuring covariate balance in two-arm studies where the target estimand is the average treatment effect. Other experimental settings with different design desiderata and target effect estimands could also stand to benefit from a restricted randomization approach. We introduce inspection-guided randomization (IGR), a transparent and flexible framework for restricted randomization that filters out undesirable treatment assignments by inspecting assignments against analyst-specified, domain-informed design desiderata. In IGR, the acceptable treatment assignments are locked in ex ante and preregistered in the trial protocol, thus safeguarding against p-hacking and promoting reproducibility. Through illustrative simulation studies motivated by behavioral health and education interventions, we demonstrate how IGR can improve effect estimates compared to benchmark designs in experiments involving interference and group formation. [ABSTRACT FROM AUTHOR]
– Name: AbstractSuppliedCopyright
  Label:
  Group: Ab
  Data: <i>Copyright of Journal of Educational & Behavioral Statistics is the property of Sage Publications Inc. and its content may not be copied or emailed to multiple sites without the copyright holder's express written permission. Additionally, content may not be used with any artificial intelligence tools or machine learning technologies. However, users may print, download, or email articles for individual use. This abstract may be abridged. No warranty is given about the accuracy of the copy. Users should refer to the original published version of the material for the full abstract.</i> (Copyright applies to all Abstracts.)
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        Value: 10.3102/10769986251342292
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      – Code: eng
        Text: English
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        PageCount: 29
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    Subjects:
      – SubjectFull: Experimental design
        Type: general
      – SubjectFull: Reproducible research
        Type: general
      – SubjectFull: Randomization (Statistics)
        Type: general
      – SubjectFull: Simulation methods & models
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      – SubjectFull: Causal inference
        Type: general
      – SubjectFull: Statistical sampling
        Type: general
    Titles:
      – TitleFull: Inspection-Guided Randomization: A Flexible and Transparent Restricted Randomization Framework for Better Experimental Design.
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            NameFull: Wang, Maggie
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            NameFull: Kizilcec, René F.
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            NameFull: Baiocchi, Michael
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            – D: 01
              M: 06
              Text: Jun2026
              Type: published
              Y: 2026
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