Abstract
- 
Objectives: During the COVID-19 pandemic, the first seasonal influenza epidemic was
                        declared in the 37th week of 2022 in Korea and has continued through the
                        winter of 2023–2024. However, this finding has not been observed in
                        the United States and Europe. The present study aimed to determine whether
                        the prolonged influenza epidemic in Korea from 2022 to 2023 was caused by
                        using a different influenza epidemic threshold compared to the thresholds
                        used in the United States and Europe. 
- 
Methods: Korea, the United States, and Europe use different methods to set seasonal
                        influenza epidemic thresholds. First, we calculated the influenza epidemic
                        thresholds for influenza seasons using the different methods of those three
                        regions. Using these epidemic thresholds, we then compared the duration of
                        influenza epidemics for the most recent three influenza seasons. 
- 
Results: The epidemic thresholds estimated by the Korean method were lower than those
                        by the other methods, and the epidemic periods defined using the Korean
                        threshold were estimated to be longer than those defined by the other
                        regions’ thresholds. 
- 
Conclusion: A low influenza epidemic threshold may have contributed to the prolonged
                        influenza epidemic in Korea, which was declared in 2022 and has continued
                        until late 2023. A more reliable epidemic threshold for seasonal influenza
                        surveillance needs to be established in Korea. 
- 
Keywords: Influenza; human; Sentinel surveillance; Epidemics; Seasons 
 
Introduction
 Background
Influenza is a communicable disease primarily caused by influenza A or B viruses.
                    It is a common acute respiratory illness that tends to spread during the winter
                    season in Korea. Transmission occurs through respiratory droplets emitted from
                    infected subjects. The basic reproduction number, which is defined as the
                    average number of secondary cases per case in a totally susceptible population,
                    has been observed to range from 1.27 to 1.8 in the four pandemics since the 20th
                    century and during seasonal influenza epidemics [
1]. Influenza poses a high risk of complications and can result in
                    serious clinical outcomes in vulnerable populations, such as those aged 65 and
                    above, children, and people with chronic diseases. It also increases absenteeism
                    rates at workplaces and schools, and rapidly increases the demand for medical
                    care, significantly impacting society from a public health perspective.
Influenza surveillance involves collecting data on influenza transmission trends
                    and circulating virus types to predict the timing and intensity of epidemics.
                    Surveillance helps maintain an appropriate level of preparedness, with the goal
                    of minimizing the socioeconomic impact during the influenza season. In Korea,
                    surveillance measures include monitoring outpatient illness, hospitalizations,
                    and virological factors to determine the onset and end of epidemics, analyze
                    their progression, and manage seasonal influenza based on pathogen
                    characteristics. Outpatient illness surveillance is carried out at approximately
                    200 sentinel sites nationwide as of October 2023, with 87 of these sites also
                    participating in virological surveillance. Additionally, influenza
                    hospitalizations and deaths are surveilled at secondary and tertiary hospitals
                    to monitor the severity of seasonal influenza [
2].
In Korea and the United States (U.S.), influenza surveillance among outpatients
                    collects information on influenza-like illness (ILI). The proportion of visits
                    with ILI among all outpatient visits is estimated and used as a monitoring tool
                    for influenza surveillance [
2,
3]. While the case definition of ILI varies
                    across countries and agencies, it generally consists of fever and respiratory
                    infection symptoms. Since ILI is a common clinical presentation of various
                    respiratory infections, it is used as a surrogate indicator for tracking
                    influenza epidemics even though it does not accurately estimate the incidence of
                    influenza [
4,
5]. The positivity rate of respiratory specimens for
                    influenza viruses is also used as a monitoring indicator, with the European
                    Centre for Disease Prevention and Control (ECDC) defining the start and end of
                    influenza epidemics based on a 10% positivity rate in respiratory samples
                    collected from sentinel sites [
6].
In Korea, unlike the U.S. and Europe, an influenza alert that was issued in the
                    37th week of 2022 has been in effect for 69 consecutive weeks as of December
                    2023 [
7]. This is the first occurrence of
                    such a phenomenon since the establishment of the influenza surveillance system
                    in Korea in 2000. It also deviates from the well-known epidemiological
                    characteristic that influenza typically spreads in the winter season in
                    temperate regions [
8–
10]. Therefore, a rigorous assessment is
                    necessary to determine whether this phenomenon can be interpreted as reflecting
                    an actual prolonged increase in influenza activity.
This study aimed to compare the duration of seasonal influenza epidemics
                    calculated using different influenza epidemic thresholds used in Korea, the
                    U.S., and Europe. The implications of the study findings will be discussed in
                    the context of the ongoing influenza epidemic in Korea that has lasted since
                    2022.
Methods
 Ethics statement
This study was based on public data. Neither approval by the institutional review
                    board nor obtainment of informed consent was required.
 Study design
This was a comparative study.
 Setting
The epidemic periods for the three most recent seasons (2018–2019,
                    2019–2020, 2022–2023) were analyzed, excluding the two seasons
                    (2020–2021, 2021–2022) that did not experience influenza
                    epidemics. This analysis applied the epidemic thresholds established by Korea,
                    the U.S., and Europe.
 Data sources and measurement
National influenza surveillance data in Korea were collected from the weekly
                    reports published by the Korea Disease Control and Prevention Agency (KDCA)
                        [
11]. Weekly data on ILI rates, the
                    number of respiratory specimens, and the number of influenza-positive specimens
                    from the 36th week of 2015 to the 35th week of 2023 were used. In Korea, ILI is
                    defined as the presence of fever of 38℃ or higher and respiratory
                    infection symptoms, such as cough and sore throat. Accordingly, this study
                    applied the Korean ILI definition to data to estimate the epidemic threshold for
                    Korea using the Korean and the U.S. methods [
2]. Data from the 2020–2021 and 2021–2022 seasons were
                    excluded from the analysis, as there was no influenza outbreak during these
                    seasons. The influenza season was defined as the period from the 36th week of
                    each year to the 35th week of the following year. Each week was defined as
                    starting on Sunday and ending on Saturday. For a week that spanned two years,
                    the week number was assigned based on the year in which the Sunday fell.
The influenza epidemic thresholds from the KDCA, the U.S. Centers for Disease
                    Control and Prevention (CDC), and the ECDC were chosen for a comparative
                    analysis. Korea and the U.S. use the sum of the mean and two standard deviations
                    of weekly ILI rates from non-influenza time periods as the epidemic threshold.
                    In Korea, data from the past 3 seasons are used for the calculation, whereas
                    data from the past 2 seasons are used in the U.S. [
2,
3]. Europe, in
                    contrast, uses a 10% influenza positivity rate in respiratory specimens as the
                    epidemic threshold (
Table 1) [
6]. For the Korean and U.S. methods, the
                    earlier of two consecutive weeks when the weekly ILI rate exceeds the epidemic
                    threshold is defined as the start of the influenza epidemic, and the week prior
                    to two consecutive weeks when the weekly ILI rate does not reach the epidemic
                    threshold is defined as the end of the epidemic. In the European method, the
                    epidemic period is determined based on the 10% influenza positivity rate.
Table 1.Epidemic thresholds for seasonal influenza
| Country/region | Epidemic threshold | 
| Korea (KDCA) | -[Mean rate of ILI (per 1,000) during
                                    non-influenza weeks for the most recent three
                                    seasons+(2×SDs)] -A non-influenza time period is
                                    defined as two or more consecutive weeks in which influenza
                                    positivity among respiratory laboratory samples is lower than
                                    2%
 | 
| United States (CDC) | -[Mean percentage of ILI during
                                    non-influenza weeks for the most recent two
                                    seasons+(2×SDs)] -A non-influenza time period is
                                    defined as two or more consecutive weeks in which each week
                                    accounted for less than 2% of the season’s total number
                                    of specimens that tested positive for influenza
 | 
| Europe (ECDC) | -10% influenza positivity among
                                    respiratory laboratory samples | 
 
 Bias
There was no bias in selecting target data.
 Study size
There was no need to calculate the study size because known data were used.
 Statistical methods
 Descriptive statistics were used.
Results
 Epidemic trends in Korea according to the Korean influenza epidemic
                    threshold
In total, 312 weeks of data from six influenza seasons were collected from the
                    KDCA's weekly reports. Despite using the same influenza surveillance
                    data, differences were observed in the epidemic thresholds and the durations of
                    epidemics depending on the applied method. In the 2018–2019 season, two
                    influenza epidemic peaks were observed (
Fig.
                        1, Dataset 1), and in the 2019–2020 season, the epidemic ended
                    early due to the measures taken in response to the emergence of severe acute
                    respiratory syndrome coronavirus 2 (SARS-CoV-2), with no spring outbreak
                    observed (
Fig. 2, Dataset 2). In the
                    2022–2023 season, elevated ILI rates were observed in general (
Fig. 3, Dataset 3).
Fig. 1.2018−2019 season influenza activity. ILI, influenza-like
                            illness.
 
 
Fig. 2.2019−2020 season influenza activity. ILI, influenza-like
                            illness.
 
 
Fig. 3.2022−2023 season influenza activity. ILI, influenza-like
                            illness.
 
 
 Non-influenza time periods
To calculate the epidemic threshold, the Korean method used ILI rates from
                    non-influenza periods in 156 weeks of the past 3 matching seasons, while the
                    U.S. method used ILI rates from non-influenza periods in 104 weeks of the past 2
                    matching seasons. For the Korean method, the non-influenza period for the
                    epidemic threshold calculations for the 2018–2019, 2019–2020, and
                    2022–2023 seasons comprised an average of 70.7 weeks (45.3%), while the
                    non-influenza period for the same seasons using the U.S. method was an average
                    of 74.7 weeks (71.8%). Since the non-influenza period defined by the Korean
                    method was shorter, lower ILI rates were used in the epidemic threshold
                    calculation than with the U.S. method. Accordingly, the mean and SD values
                    derived from the ILI rates for the non-influenza time periods used in the Korean
                    method were lower than those for the U.S. method (
Table 2).
Table 2.Characteristics of the influenza seasons used for epidemic threshold
                            calculation
| Influenza season | Korean method | U.S. method | 
| Seasons used for the calculation
                                            (length*) | Length* of non-influenza period | Mean rate of ILI during
                                    non-influenza weeks | SD of ILI during non-influenza
                                    weeks | Seasons used for the calculation
                                            (length*) | Length* of non-influenza period | Mean rate of ILI during
                                    non-influenza weeks | SD of ILI during non-influenza
                                    weeks | 
| 2018−2019 | 2015−2016, 2016−2017,
                                    2017−2018 (156) | 75 | 4.63 | 0.85 | 2016−2017, 2017−2018
                                    (104) | 76 | 5.70 | 2.01 | 
| 2019−2020 | 2016−2017, 2017−2018,
                                    2018−2019 (156) | 64 | 4.38 | 0.79 | 2017−2018, 2018−2019
                                    (104) | 74 | 5.87 | 2.62 | 
| 2022−2023 | 2017−2018, 2018−2019,
                                    2019−2020 (156) | 73 | 3.51 | 1.15 | 2018−2019, 2019−2020
                                    (104) | 74 | 4.64 | 2.91 | 
 
 Influenza epidemic thresholds
The influenza epidemic thresholds estimated using the Korean method were 6.3 ILI
                    cases per 1,000 patients (2018–2019 season), 6.0 ILI cases per 1,000
                    patients (2019–2020 season), 5.8 ILI cases per 1,000 patients
                    (2022–2023 season), and 6.3 ILI cases per 1,000 patients
                    (2023–2024 season). The thresholds calculated using the U.S. method were
                    9.7 ILI cases per 1,000 patients (2018–2019 season), 11.1 ILI cases per
                    1,000 patients (2019–2020 season), 10.5 ILI cases per 1,000 patients
                    (2022–2023 season), and 18.7 ILI cases per 1,000 patients
                    (2023–2024 season). The Korean method yielded lower epidemic thresholds
                    than the U.S. method in all seasons. The largest difference was observed for the
                    2023–2024 season, which reflected the 2022–2023 season data during
                    the COVID-19 pandemic (
Table 3).
Table 3.Comparison of influenza epidemic thresholds according to different
                            methods
| Season | Threshold according to the Korean
                                            method* | Threshold according to the U.S.
                                            method* | European threshold | 
| 2018−2019 | 6.3 | 9.7 | 10% influenza
                                    positivity | 
| 2019−2020 | 6.0 | 11.1 | 
| 2022−2023 | 5.8 | 10.5 | 
| 2023−2024 | 6.3 | 18.7 | 
 
 The epidemic period estimated using the thresholds of Korea, U.S., and
                    Europe
The estimated duration of the epidemic period using the Korean threshold was
                    longer than those calculated with the U.S. and European thresholds in all
                    seasons. The durations based on the Korean thresholds were 29 weeks
                    (2018–2019 season), 17 weeks (2019–2020 season), and 49 weeks
                    (2022–2023 season). In contrast, the durations based on the U.S.
                    thresholds were 23 weeks (2018–2019 season), 12 weeks (2019–2020
                    season), and 43 weeks (2022–2023 season). Durations calculated with the
                    European thresholds were the shortest, at 24 weeks (2018–2019 season), 13
                    weeks (2019–2020 season), and 16 weeks (2022–2023 season; 
Table 4). The mean epidemic duration for
                    three seasons based on the Korean thresholds was 5.7 weeks (22%) longer per
                    season compared to that calculated using the U.S. method, and 14 weeks (79%)
                    longer compared to that calculated using the European method. The difference was
                    particularly prominent in the 2022–2023 season, where the duration based
                    on the Korean thresholds was 33 weeks longer than that based on the European
                    threshold.
Table 4.Comparison of epidemic period durations according to different
                            thresholds
| Season | Duration according to the Korean
                                    threshold (weeks) | Duration according to the U.S.
                                    threshold (weeks) | Duration according to the European
                                    threshold (weeks) | 
| 2018−2019 | 29 | 23 | 24 | 
| 2019−2020 | 17 | 12 | 13 | 
| 2022−2023 | 49 | 43 | 16 | 
 
Discussion
 Key results
This study compared the influenza epidemic periods in Korea during the
                    2018–2019, 2019–2020, and 2022–2023 seasons, utilizing
                    epidemic thresholds from Korea, the U.S., and Europe. The influenza epidemic
                    threshold calculated with the Korean method was approximately 49% lower than
                    that calculated using the U.S. method. Additionally, the epidemic durations
                    based on the Korean thresholds were longer than those based on the U.S. and
                    European thresholds.
 Interpretation
The differences in epidemic thresholds between the Korean and the U.S. methods
                    primarily stemmed from the different definitions of the non-influenza time
                    period in both countries. In Korea, this period is defined as when the weekly
                    influenza positivity rate falls below 2%, a figure that is influenced by the
                    activity levels of other respiratory viruses. In contrast, the U.S. defines the
                    non-influenza period as the time when the number of weekly influenza-positive
                    specimens is less than 2% of the season's total count of
                    influenza-positive specimens, a measure that remains unaffected by the activity
                    of other respiratory viruses. It is important to note that the 2% influenza
                    positivity rate used in Korea's definition of the non-influenza period is
                    significantly lower than the European epidemic threshold of 10%. This
                    discrepancy results in the use of lower ILI rates from periods of relatively low
                    influenza activity to calculate the Korean epidemic threshold. Consequently,
                    this could lead to the earlier issuance and later lifting of influenza epidemic
                    alerts.
The largest difference between the epidemic durations determined by ILI
                    rate-oriented thresholds and those determined by influenza positivity
                    rate-oriented thresholds was observed in the 2022–2023 season. The
                    epidemic duration based on the Korean method was 49 weeks, which was roughly 3
                    times longer than the 16-week epidemic duration based on the European threshold.
                    This discrepancy can be partially attributed to changes in the incidence levels
                    of overall respiratory infectious diseases. During the COVID-19 pandemic, the
                    implementation of stringent social distancing measures and enhanced personal
                    hygiene practices led to a reduced incidence of respiratory infections. However,
                    this low incidence began to increase as public health measures were relaxed in
                    the latter half of 2022. Subsequently, a resurgence of various respiratory
                    infections elevated the overall ILI rates, which likely contributed to the
                    extended epidemic period by interacting with the lower epidemic threshold in the
                    2022–2023 season [
12,
13].
According to project reports from the Korea Respiratory Virus Integrated
                    Surveillance System, which tests respiratory samples from respiratory infection
                    patients, including cases of ILI, at sentinel sites, the influenza virus
                    detection rates in 2022 and 2023 were 5.5% and 16.1%, respectively. These rates
                    are similar to or lower than the rates of 17% and 14% observed in 2018 and 2019,
                    before the COVID-19 pandemic. In contrast, the detection rates of SARS-CoV-2 in
                    2022 and 2023 were 9.4% and 9.8%. The detection rates of other respiratory
                    viruses have also increased since 2021 (
Table
                        5) [
11,
14,
15]. This finding
                    is consistent with a report that the first post-pandemic influenza epidemic was
                    not considered unexpected in terms of extent and severity in most countries
                        [
16]. Therefore, the increase in ILI
                    rates in the 2022–2023 season is likely due to the increased activity of
                    SARS-CoV-2 and other respiratory viruses, rather than a significant increase in
                    influenza activity.
Table 5.Virological surveillance results of respiratory specimens
| Year | Total respiratory virus positivity
                                    [% (n*)] | Influenza virus positivity [% (n*)]
 | SARS-CoV-2 virus positivity [%
                                            (n*)] | Other respiratory virus†
                                    positivity [% (n*)] | 
| 2023 | 81.4 (Na) | 16.1 (Na) | 9.8 (Na) | 55.5 (Na) | 
| 2022 | 72.7 (Na) | 5.5 (491) | 9.4 (Na) | 57.8 (5,205) | 
| 2021 | 65.1 (3,009) | 0 (0) | NA | 65.1 (3,009) | 
| 2020 | 48.6 (2,830) | 12 (701) | NA | 36.6 (2,129) | 
| 2019 | 60.2 (7,311) | 14 (1,702) | NA | 46.2 (5,609) | 
| 2018 | 63.0 (Na) | 17 (Na) | NA | 46.0 (Na) | 
 
ILI is a widely used medical concept and a reliable indicator in influenza
                    surveillance [
17]. However, since the
                    clinical features of various respiratory infections often overlap, a rise in
                    influenza activity alone may not fully explain the increase in ILI rates. When
                    analyzing a rise in ILI rates, it is crucial to consider all circulating
                    respiratory pathogens collectively, in conjunction with laboratory test results,
                    to determine the extent to which each pathogen contributes to the increase
                        [
18]. The ongoing influenza epidemic
                    in Korea since the 37th week of 2022 appears to be a phenomenon resulting from
                    the combination of the lower influenza epidemic threshold in Korea and the
                    overall increase in ILI rates due to the increased activity of SARS-CoV-2 and
                    other respiratory viruses.
The study did not explore the characteristics of each epidemic threshold, such as
                    the sensitivity and specificity of its application. Merely comparing the
                    durations of epidemic periods does not determine which method should be
                    recommended for a specific country. The approach to setting the influenza
                    epidemic threshold should be assessed differently, taking into account each
                    country’s health system capacity and disease burden. In this study, the
                    influenza epidemic thresholds used in the U.S. and Europe were only compared
                    with those in Korea. Additional comparisons with other countries may increase
                    the generalizability of the study findings.
Conclusion
Influenza surveillance systems are designed to minimize the socioeconomic losses
                caused by influenza epidemics, making the application of an appropriate epidemic
                threshold crucial. This study noted variations in the duration of the epidemic
                period based on the threshold applied. A low influenza epidemic threshold may have
                contributed to the prolonged epidemic period, which was declared in the 37th week of
                2022 and continued until the end of 2023 in Korea. The optimal epidemic threshold
                should be examined from various perspectives, including the evolving epidemiological
                characteristics of respiratory infectious diseases since the emergence of
                SARS-CoV-2. Adopting multiple indicators could enable the issuance of more reliable
                flu alerts and the implementation of more effective countermeasures.
Authors' contributions
- 
Project administration: Lee J Conceptualization: Lee J Methodology & data curation: Lee J Funding acquisition: not applicable Writing – original draft: Lee J Writing – review & editing: Lee J, Huh S, Seo H 
Conflict of interest
- 
No potential conflict of interest relevant to this article was reported. 
Funding
- 
Not applicable. 
Data availability
- 
The data used in this study are retrieved from the infectious diseases portal of
                    the KDCA available from: https://dportal.kdca.go.kr/pot/is/st/influ.do Data files are available from Harvard Dataverse: https://doi.org/10.7910/DVN/9ZYE8N Dataset 1. Research data used to draw Fig.
                    1, which shows seasonal influenza activity during the 2018−2019
                    season in Korea according to different influenza epidemic thresholds in Korea,
                    the United States, and Europe Dataset 2. Research data used to draw Fig.
                    2, which shows seasonal influenza activity during the 2019−2020
                    season in Korea according to different influenza epidemic thresholds in Korea,
                    the United States, and Europe Dataset 3. Research data used to draw Fig.
                    3, which shows seasonal influenza activity during the 2022−2023
                    season in Korea according to different influenza epidemic thresholds in Korea,
                    the United States, and Europe 
Acknowledgments
Not applicable.
Supplementary materials
- 
Not applicable. 
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