Mathematical Models & Theory for Malaria
A Bibliography
This is a structured, annotated, chronological bibliography focused on mathematical models for malaria. We wanted an intellectual history of mathematical models for malaria that covered major developments. The bibliography is not intended to be comprehensive.
Also see:
1905-1912
The Prevention of Malaria
In 1897, Ronald Ross identified malaria parasites in the mosquito mid gut [1], securing himself a place in history. Starting around 1899, he turned his attention to the prevention of malaria.
1905
Ross’s interest in mosquito movement is probably an outcome of a debate in 1904 in the British Medical Journal. In 1902, Ross had published Mosquito Brigades and How to Organize Them [2]. The debate was about an attempt at larval source management at a British military base in Myanmar [3].
Ross R | The logical basis of the sanitary policy of mosquito reduction [4]
- The mathematical model described mosquito movement using the concept of diffusion.
1908
In 1908, Ronald Ross published the first mathematical model describing mosquito-borne pathogen transmission as a system of difference equations.
- Ross R | Report on the Prevention of Malaria in Mauritius [5].
1910
In 1910, H. Waite was given the unenviable task of checking Ross’s 1908 model.
- Waite H | Mosquitoes and malaria. A study of the relation between the number of mosquitoes in a locality and the malaria rate [6].
The Prevention of Malaria (1911)
Ross published the second mathematical model of malaria transmission dynamics as a system of differential equations. The model can be found in two places
The Prevention of Malaria (\(2^{nd}\) ed.), by Ross [7]. Note that the model is missing from the \(1^{st}\) edition.
1911
Ross R | Some quantitative studies in epidemiology [8].
1912
Lotka AJ | Quantitative studies in epidemiology [9].
1915-1922
A priori Pathometry (1905-1911)
is a three-part series. Ross started with a solo piece in 1916, but he was joined by Hilda Hudson for the last two parts, published in 1917. Paul Fine has written a nice commentary [10].
1915
Ross R | Some a priori pathometric equations [11].
1916
Ross R | An application of the theory of probabilities to the study of a priori pathometry. Part I [12].
1917
1921
Analysis of Malaria Epidemiology
Analysis of Malaria Epidemiology – In 1923, Alfred Lotka published a 5-part analysis of Ross’s models. The fourth part was led by Sharpe.
Contribution to the Analysis of Malaria Epidemiology. I. General Part by Lotka [18].
Contribution to the Analysis of Malaria Epidemiology. II. General Part (continued). Comparison of Two Formulae given by Sir Ronald Ross, by Lotka [19].
Contribution to the Analysis of Malaria Epidemiology. III. Numerical Part, by Lotka [20].
Contribution to the Analysis of Malaria Epidemiology. IV. Incubation Lag, by Sharpe and Lotka [21].
Contribution to the Analysis of Malaria Epidemiology. V. Summary [22].
1923 - 1949
1923
Lotka AJ | Martini’s Equations for the Epidemiology of Immunising Diseases [17].
1947
Walton GA | On the control of malaria in Freetown, Sierra Leone; I. Plasmodium falciparum and Anopheles gambiae in relation to malaria occurring in infants [23].
Malariology (1949)
Malariology. A Comprehensive Survey of all Aspects of this Group of Diseases from a Global Standpoint, edited by Mark Boyd, is two-volume, 1643 page collection of 70 essays from 65 authors [24].
- Chapter 26: Boyd M | Epidemiology: Factors Related to the Definitive Host [25]
1950-1956
George Macdonald published 14 articles from 1950-1956.
- See Vector Bionomics
1950
1952
1953
- Macdonald G & Davidson G | Dose and cycle of insecticide applications in the control of malaria [31]
1955
1956
Epidemiology & Control of Malaria
Macdonald G | The epidemiology and control of malaria [37]
The monumental studies by Lotka seemed indeed to bring the subject to an end, for no one could undertake mathematical analysis more skilfully or elaborately. (from the Preface)
1957 - 1969
1957
WHO | Expert Committee on Malaria, Sixth Report [38].
1959
- Macdonald G | The dynamics of resistance to insecticides by anophelines [39].
1961
- Macdonald G | Epidemiologic models in studies of vectorborne diseases [40].
Vectorial Capacity (1964)
See Vector Bionomics
Garrett-Jones C | Prognosis for interruption of malaria transmission through assessment of the mosquito’s vectorial capacity [41]
Garrett-Jones C | The human blood index of malaria vectors in relation to epidemiological assessment [42]
Garrett-Jones C | The assessment of insecticidal impact on the malaria mosquito’s vectorial capacity, from data on the proportion of parous females [43]
1964
The malaria parasite rate and interruption of transmission, led by George Macdonald [44].
1970 - 1981
The year 1970 marks an important turning point in malaria. In 19569, George Macdonald’s last paper was published posthumously, and the Global Malaria Eradication had come to an end.
1971
Dietz K. Malaria Models [45].
1974
Najera AJ. A critical review of the field application of a mathematical model of malaria eradication [46].
- Macdonald’s model was field tested in Kankiya District, in northern Nigeria and deemed inadequate.
The Garki Model (1974)
Dietz K, …. A malaria model tested in the African savannah [47].
- The Garki Model, a new mathematical model developed and field tested during the Garki Project [48].
1975
Dietz K | Models for parasitic disease control [49]
Fine PEM | Superinfection - a problem in formulating a problem, by Paul Fine [28].
- discusses flaws in the formulation of Macdonald’s model for superinfection [27].
Fine PEM | Ross’s a priori pathometry - a perspective [10].
- is a useful commentary on Ross and his philosophy of modeling.
1976
1977
Elderkin RH, … | On the steady state of an age dependent model for malaria. [52]
1978
Biomathematics of Malaria
Bailey NTJ | The Biomathematics of Malaria [55].
Bailey’s book was a comprehensive treatment of mathematical epidemiology for malaria up to that point.
Chapter 1: The world threat of malaria
Chapter 2: The epidemiology of malaria
Chapter 3: Historical perspectives
Chapter 4: The scope and role of biomathematics
Chapter 5: The theory and practice of modeling
Chapter 6: General theory of host-vector diseases
6.2 - Deterministic Epidemics
6.3 - Stochastic Epidemics
6.4 - Small Epidemics in Large Populations
6.5 - Spatial Spread
6.6 - Endemic Models
Chapter 7: Elementary population dynamics of malaria
Chapter 8: Advances in the population dynamics of malaria
8.2 - The Dietz-Molineaux-Thomas model
8.3 - The model of Dutertre
8.4 - The hybrid models of Nasell
8.4 - The stochastic model of Bekessy, Molineaux & Storey
Chapter 9: Statistical esimation problems
Chapter 10: Control Theory
Chapter 11: Sensitivity Theory
1982 - 1987
1982
1984
Nedelman J | Inoculation and recovery rates in the malaria model of Dietz, Molineaux, and Thomas. [58]
Malariology (1988)
Malaria: Principles and Practice of Malariology, edited by Walter Wernsdorfer and Ian McGregor, is a collection of 57 essays from 68 authors in two-volumes and 1818 pages [59]
- Chapter 37: Dietz K | Mathematical models for transmission and control of malaria [60]
1988 - 1998
1989
Haile DG | Computer simulation of the effects of changes in weather patterns on vector-borne disease transmission [61].
Struchiner CJ, … | Modeling malaria vaccines I: New uses for old ideas [62].
Halloran ME, … | Modeling malaria vaccines. II: Population effects of stage-specific malaria vaccines dependent on natural boosting [63].
1990
Graves PM, … | Estimation of anopheline survival rate, vectorial capacity and mosquito infection probability from malaria vector infection rates in villages near Madang, Papua New Guinea [64]
1991
Koella JC | On the use of mathematical models of malaria transmission [65]
1992
Hellriegel B | Modelling the immune response to malaria with ecological concepts: short-term behaviour against long-term equilibrium [66].
1994
Strain Theory (1994)
Gupta S & Day K | Clinical immunity to Plasmodium falciparum [69]
Gupta S & Day K | A strain theory of malaria transmission [70]
Gupta S, … | Antigenic diversity and the transmission dynamics of Plasmodium falciparum [71].
Gupta S, … | Parasite virulence and disease patterns in Plasmodium falciparum malaria [72]
Gupta S, … | Theoretical studies of the effects of heterogeneity in the parasite population on the transmission dynamics of malaria [73]
Intra-Host Models
Molineaux L & Dietz K | Review of intra-host models of malaria [74]