Quantifying indirect and direct vaccination effects arising in the SIR model

Vaccination campaigns have both direct and indirect effects that act to control an infectious disease as it spreads through a population. Indirect effects arise when vaccinated individuals block disease transmission in any infection chain they are part of, and this in turn can benefit both vaccinated and unvaccinated individuals. Indirect effects are difficult to quantify in practice but, in this article, working with the susceptible-infected-recovered (SIR) model, they are analytically calculated in important cases, through pivoting on the final size formula for epidemics. Their relationship to herd immunity is also clarified. The analysis allows us to identify the important distinction between quantifying the indirect effects of vaccination at the 'population level' versus the 'per capita' level, which often results in radically different conclusions. As an example, our analysis unpacks why the population-level indirect effect can appear significantly larger than its per capita analogue. In addition, we consider a recently proposed epidemiological non-pharmaceutical intervention (by the means of recovered individuals) used over the COVID-19 pandemic, referred to as 'shielding', and study its impact on our mathematical analysis. The shielding scheme is extended to take advantage of vaccination including imperfect vaccination.