| Author | 
        Publication year | 
        Journal name | 
        Title | 
        Main features | 
      
      
        | Greenland | 
        2000 | 
        International    Journal of Epidemiology | 
        An introduction    to instrumental variables for epidemiologists | 
        -basic    introduction with an empirical example 
          -link with    randomized studies with non-compliance 
          -estimated bound    for the exposure effects | 
      
      
        | Martens et al. | 
        2006 | 
        Epidemiology | 
        Instrumental    variables: application and limitations | 
        -fundamental    issues are described with several practical details using graphical    representation | 
      
      
        | Hernan and    Robins | 
        2006 | 
        Epidemiology | 
        Instruments for    causal inference: an epidemiologists dream? | 
        -overview of IV    analysis with explanation of several key assumptions 
          -highlights    limitations and emphasis on estimating parameters of IV analysis | 
      
      
        | Rassen et al. | 
        2009 | 
        Journal of    Clinical Epidemiology | 
        Instrumental    variables I: instrumental variables exploit natural variation in nonexperimental    data to estimate causal relationships | 
        -demonstrates    how IV analysis arises from an analogous but potentially impossible RCT    design 
          -shows    estimation of effects with an empirical example | 
      
      
        | Rassen et al. | 
        2009 | 
        Journal of    Clinical Epidemiology | 
        Instrumental    variables II: instrumental variable application—in 25 variations, the    physician prescribing preference generally was strong and reduced covariate    imbalance | 
        -assesses the    overall relationship between strength and imbalance of confounders between IV    categories with an empirical example 
          -assesses    several possible IVs | 
      
      
        | Rassen et al. | 
        2009 | 
        American Journal    of Epidemiology | 
        Instrumental    variable analysis for estimation of treatment effects with dichotomous    outcomes | 
        -reviews commonly    used IV estimation methods for binary outcome and compared them in empirical    examples | 
      
      
        | Brookhart et al. | 
        2010 | 
        Pharmacoepidemiology    and Drug Safety | 
        Instrumental    variable methods in comparative safety and effectiveness research | 
        -guidance on reporting    of IV analysis with an empirical example | 
      
      
        | Clarke and    Windmeijer | 
        2010 | 
        Journal of    American Statistical Association | 
        Instrumental    variable estimators for binary outcomes | 
        -estimation    methods of IV analysis for binary outcome with mathematical descriptions | 
      
      
        | Chen and    Briesacher | 
        2011 | 
        Journal of    Clinical Epidemiology | 
                   Use of    instrumental variable in prescription drug research with observational data:    a systematic review | 
        -review of    practice of IV analysis in epidemiology
            | 
      
      
        | Palmer et al. | 
        2011 | 
        American Journal    of Epidemiology | 
                   Instrumental    variable estimation of causal risk ratios and causal odds ratios in Mendelian    randomization | 
        -overview of    commonly used IV estimation methods for continuous exposure 
          -empirical    example of Mendelian randomization study | 
      
      
        | Davies et al. | 
        2013 | 
        Epidemiology | 
                   Issues in the    reporting and conduct of instrumental variable studies: a  systematic review | 
        - review of    practice of IV analysis in epidemiology -focus on target parameter (e.g. RD,    OR) 
          -reviews methods    used to estimate standard errors 
          - proposes a    checklist of information to be reported by studies using instrumental    variables | 
      
      
        | Swanson and    Hernan | 
        2013 | 
        Epidemiology | 
                   Commentary: How    to report instrumental variable analyses (suggestions welcome) | 
        -provided flow    chart for reporting of IV analyses
            | 
      
      
        | Baiocchi et al. | 
        2014 | 
        Statistics in    Med | 
                   Instrumental    variable methods for causal inference | 
        -generic    tutorial and guidelines of IV analysis with an empirical example | 
      
      
        | Garabedian et    al. | 
        2014 | 
        Annals of    Internal Medicine | 
                   Potential Bias    of Instrumental Variable Analyses for Observational Comparative Effectiveness    Research | 
        -this review    found that the results of IV analyses may be biased substantially if the IV    and outcome are related through an unadjusted third variable: an “IV–outcome    confounder” 
          - the authors    caution against overreliance on IV studies comparative effectiveness research |