Pandemic and epidemic threats constantly occur. Each month, the World Health Organization (WHO) identifies around 4,500 such public health signals globally. Once a public health event is confirmed, risk assessment, expanded surveillance, and intelligence gathering are needed to understand how the event is unfolding, what impact control measures are having, and how to prepare for different scenarios that might follow. The emergence of SARS-CoV-2 and the progression of the COVID-19 pandemic show the challenges in understanding how risks change during an emerging infectious-disease event.

Credit: traffic_analyzer / DigitalVision Vectors / Getty

Traditional surveillance approaches, such as monitoring the number of cases and deaths, are insufficient for the management of such a complex public health threat. The WHO has developed a new model for the surveillance of emerging threats, called ‘pandemic and epidemic intelligence’, that builds upon a range of traditional approaches1 and non-traditional approaches2,3,4,5. The pandemic and epidemic intelligence approach must be scaled up to better anticipate and prepare for future threats.

Contemporary surveillance approaches

Most traditional public health surveillance systems are designed around a paradigm of counting the occurrence of disease, including human cases, hospitalized patients and positive laboratory diagnoses, pathogen genomes, and attributable deaths. Such approaches rely on stable case ascertainment over time and a robust baseline against which changes can be assessed. An outbreak is classically defined by changes in case incidence in the context of person, place or time. However, this paradigm is often not sufficient for the rapid detection of emerging infectious diseases, when early case numbers are small, where no historic baseline exists, or where diagnosis of cases is uncertain, perhaps due to lack of adequate testing. Nonetheless, such traditional surveillance systems are vital for tracking the epidemiological evolution of infectious-disease events.

There are newer approaches to surveillance, which should also be harnessed (Table 1). Since the mid-1990s, event-based surveillance has harnessed unstructured textual information, often available online, to detect unusual health events that may indicate potential outbreaks6. Systems for event-based surveillance contain limited epidemiological, clinical or laboratory diagnostic detail and perform with low specificity7. For example, during winter months, the number of media articles reporting clusters of respiratory disease syndromes increases, but these clusters may be not be linked or may be due to different pathogens. However, event-based surveillance systems have high sensitivity and are fast7, which is a desirable feature for the detection of new and emerging events. Because event-based surveillance includes signals from both real public health events and false alerts, it must be coupled with on-the-ground verification by field epidemiologists.

Table 1 Examples of traditional and modern approaches to pathogen surveillance

Since the early 2000s, other surveillance approaches have been developed to allow surveillance to be conducted directly by community members, a process sometimes referred to as ‘participatory surveillance’8,9,10,11. These surveillance approaches have the potential to collect community-based information about suspected occurrence or risk of emergence of disease in human populations, such as Ebola virus disease11 and zoonotic influenza in wildlife and livestock12. These outbreaks may be missed by traditional surveillance systems, so community surveillance can provide early indications of the emergence of new events, even before patients interact with healthcare providers12.

Assessing risk

Since 2017, the WHO has been developing its approaches to the detection and understanding of new and emerging public health risks. These approaches have been consolidated into a more expansive conceptualization of public health surveillance to which the new WHO Hub for Pandemic and Epidemic Intelligence (‘WHO Pandemic Hub’) is dedicated. This is an approach that combines information from traditional surveillance, event-based surveillance, participatory or community surveillance, and on-the-ground investigations, with contextual information, to generate an assessment of public health risk. Contextual information includes any information that improves interpretation, such as the composition of affected communities, travel patterns, geography and environment, animal populations, health systems capacities, deployment of medical countermeasures, and social factors, such as public sentiment about disease-control measures.

There are several advantages to this pandemic and epidemic intelligence approach. Because the output is an assessment of risk, it feeds more directly into decision-making for public health and government officials7. The approach leverages all available information, including data from non-health sectors and social media and other community-generated data. Innovations in data science enable the analysis of ever-larger quantities of data. Pandemic and epidemic intelligence is also useful for understanding how public health risks change over time and how they are modified by the use of medical countermeasures, the implementation of community-based control measures, the genetic evolution of pathogens, and other factors that vary over time.

Conducting effective pandemic and epidemic intelligence, however, is not straightforward (Table 2). Gathering, managing, analyzing and interpreting disparate information from the health sector and beyond is complex, in part because of data fragmentation, difficulties with accessing sources on a continuous basis, licensing, ownership and security restrictions, privacy and re-identification risks, and the inherent complexity of working with a wide range of different data types and formats. Other organizational, administrative and governance issues at national and local levels may also need to be addressed13. Specialized tools, such as those developed by the Epidemic Intelligence from Open Sources initiative (https://www.who.int/initiatives/eios), are in need of further development. Current risk-assessment methodologies (https://www.who.int/publications/i/item/rapid-risk-assessment-of-acute-public-health-events) are difficult to implement for events with complex geographical distributions or where an outbreak includes both humans and animals. The synthesis of structured and unstructured information is inherently a human-driven consensus approach that is highly dependent on the skills, experience, independence and availability of the specialists involved. The pandemic and epidemic intelligence approach requires a highly trained team with considerable experience and technical resources in a wide variety of technical areas.

Table 2 Current challenges in pandemic and epidemic intelligence

Global trust architecture

The WHO Pandemic Hub has been established to accelerate capabilities for improved detection of and response to public health threats. At the heart of this vision is a new dynamic of global collaborative intelligence that pools the capacities of government institutions, non-governmental organizations, academic bodies, the private sector and civil society. Working together to build a stronger global trust architecture is critical: promoting transparency and sharing is more important than ever in a global context with growing challenges to data openness, reliability and trustworthiness. In recognition of the need for greater collaboration, the WHO Pandemic Hub office in Berlin, Germany, has been modeled in the style of a campus and loosely follows the approach of CERN, the European Organization for Nuclear Research, which explicitly promotes international, multi-disciplinary and multi-sectoral collaborations. The WHO Pandemic Hub has already embarked on new collaborative approaches, such as working with global health and other partners to collect data and analyze the global outbreak of monkeypox14.

The WHO Pandemic Hub will strengthen traditional disease surveillance systems, integrate newer surveillance approaches, promote data transparency and sharing, and improve public health institutions’ abilities to synthesize contextual information for risk assessment and decision-making. Being better prepared for future pandemics and epidemics will require focused effort to increase collaboration while we invest in our collective abilities to detect and understand public health risks.