Algorithmic constants and parameters for a constrained quadratic
ordination (CQO), by fitting a quadratic reduced-rank vector
generalized linear model (QRR-VGLM), are set using this function.
It is the control function for cqo
.
qrrvglm.control(Rank = 1,
Bestof = if (length(Cinit)) 1 else 10,
checkwz = TRUE,
Cinit = NULL,
Crow1positive = TRUE,
epsilon = 1.0e-06,
EqualTolerances = NULL,
eq.tolerances = TRUE,
Etamat.colmax = 10,
FastAlgorithm = TRUE,
GradientFunction = TRUE,
Hstep = 0.001,
isd.latvar = rep_len(c(2, 1, rep_len(0.5, Rank)), Rank),
iKvector = 0.1,
iShape = 0.1,
ITolerances = NULL,
I.tolerances = FALSE,
maxitl = 40,
imethod = 1,
Maxit.optim = 250,
MUXfactor = rep_len(7, Rank),
noRRR = ~ 1, Norrr = NA,
optim.maxit = 20,
Parscale = if (I.tolerances) 0.001 else 1.0,
sd.Cinit = 0.02,
SmallNo = 5.0e-13,
trace = TRUE,
Use.Init.Poisson.QO = TRUE,
wzepsilon = .Machine$double.eps^0.75, ...)
The numerical rank \(R\) of the model, i.e., the
number of ordination axes. Must be an element from the set
{1,2,…,min(\(M\),\(p_2\))} where the vector of explanatory
variables \(x\) is partitioned into (\(x_1\),\(x_2\)), which is
of dimension \(p_1+p_2\). The variables making up \(x_1\)
are given by the terms in the noRRR
argument, and the rest
of the terms comprise \(x_2\).
Integer. The best of Bestof
models fitted is returned.
This argument helps guard against local solutions by (hopefully)
finding the global solution from many fits. The argument has value
1 if an initial value for \(C\) is inputted using Cinit
.
logical indicating whether the diagonal elements of
the working weight matrices should be checked whether they are
sufficiently positive, i.e., greater than wzepsilon
. If not,
any values less than wzepsilon
are replaced with this value.
Optional initial \(C\) matrix, which must be a \(p_2\) by \(R\)
matrix. The default is to apply .Init.Poisson.QO()
to obtain
initial values.
Logical vector of length Rank
(recycled if necessary): are
the elements of the first row of \(C\) positive? For example,
if Rank
is 4, then specifying Crow1positive = c(FALSE,
TRUE)
will force \(C[1,1]\) and \(C[1,3]\) to be negative,
and \(C[1,2]\) and \(C[1,4]\) to be positive. This argument
allows for a reflection in the ordination axes because the
coefficients of the latent variables are unique up to a sign.
Positive numeric. Used to test for convergence for GLMs fitted in C. Larger values mean a loosening of the convergence criterion. If an error code of 3 is reported, try increasing this value.
Logical indicating whether each (quadratic) predictor will
have equal tolerances. Having eq.tolerances = TRUE
can help avoid numerical problems, especially with binary data.
Note that the estimated (common) tolerance matrix may or may
not be positive-definite. If it is then it can be scaled to
the \(R\) by \(R\) identity matrix, i.e., made equivalent
to I.tolerances = TRUE
. Setting I.tolerances = TRUE
will force a common \(R\) by \(R\) identity matrix as
the tolerance matrix to the data even if it is not appropriate.
In general, setting I.tolerances = TRUE
is
preferred over eq.tolerances = TRUE
because,
if it works, it is much faster and uses less memory.
However, I.tolerances = TRUE
requires the
environmental variables to be scaled appropriately.
See Details for more details.
Defunct argument.
Use eq.tolerances
instead.
Positive integer, no smaller than Rank
. Controls the amount
of memory used by .Init.Poisson.QO()
. It is the maximum
number of columns allowed for the pseudo-response and its weights.
In general, the larger the value, the better the initial value.
Used only if Use.Init.Poisson.QO = TRUE
.
Logical. Whether a new fast algorithm is to be used. The fast
algorithm results in a large speed increases compared to Yee
(2004).
Some details of the fast algorithm are found in Appendix A of Yee (2006).
Setting FastAlgorithm = FALSE
will give an error.
Logical. Whether optim
's argument gr
is used or not, i.e., to compute gradient values. Used only if
FastAlgorithm
is TRUE
. The default value is usually
faster on most problems.
Positive value. Used as the step size in the finite difference
approximation to the derivatives by optim
.
Initial standard deviations for the latent variables (site scores).
Numeric, positive and of length \(R\) (recycled if necessary).
This argument is used only if I.tolerances = TRUE
. Used by
.Init.Poisson.QO()
to obtain initial values for the constrained
coefficients \(C\) adjusted to a reasonable value. It adjusts the
spread of the site scores relative to a common species tolerance of 1
for each ordination axis. A value between 0.5 and 10 is recommended;
a value such as 10 means that the range of the environmental space is
very large relative to the niche width of the species. The successive
values should decrease because the first ordination axis should have
the most spread of site scores, followed by the second ordination
axis, etc.
Numeric, recycled to length \(S\) if necessary.
Initial values used for estimating the positive \(k\) and
\(\lambda\) parameters of the negative binomial and
2-parameter gamma distributions respectively. For further information
see negbinomial
and gamma2
.
These arguments override the ik
and ishape
arguments in negbinomial
and gamma2
.
Logical. If TRUE
then the (common) tolerance matrix is the
\(R\) by \(R\) identity matrix by definition. Note that having
I.tolerances = TRUE
implies eq.tolerances = TRUE
, but
not vice versa. Internally, the quadratic terms will be treated as
offsets (in GLM jargon) and so the models can potentially be fitted
very efficiently. However, it is a very good idea to center
and scale all numerical variables in the \(x_2\) vector.
See Details for more details.
The success of I.tolerances = TRUE
often
depends on suitable values for isd.latvar
and/or
MUXfactor
.
Defunct argument.
Use I.tolerances
instead.
Maximum number of times the optimizer is called or restarted. Most users should ignore this argument.
Method of initialization. A positive integer 1 or 2 or 3 etc.
depending on the VGAM family function.
Currently it is used for negbinomial
and
gamma2
only, and used within the C.
Positive integer. Number of iterations given to the function
optim
at each of the optim.maxit
iterations.
Multiplication factor for detecting large offset values. Numeric,
positive and of length \(R\) (recycled if necessary). This argument
is used only if I.tolerances = TRUE
. Offsets are \(-0.5\)
multiplied by the sum of the squares of all \(R\) latent variable
values. If the latent variable values are too large then this will
result in numerical problems. By too large, it is meant that the
standard deviation of the latent variable values are greater than
MUXfactor[r] * isd.latvar[r]
for r=1:Rank
(this is why
centering and scaling all the numerical predictor variables in
\(x_2\) is recommended). A value about 3 or 4 is recommended.
If failure to converge occurs, try a slightly lower value.
Formula giving terms that are not to be included in the reduced-rank regression (or formation of the latent variables), i.e., those belong to \(x_1\). Those variables which do not make up the latent variable (reduced-rank regression) correspond to the \(B_1\) matrix. The default is to omit the intercept term from the latent variables.
Defunct. Please use noRRR
.
Use of Norrr
will become an error soon.
Numerical and positive-valued vector of length \(C\)
(recycled if necessary).
Passed into optim(..., control = list(parscale = Parscale))
;
the elements of \(C\) become \(C\) / Parscale
.
Setting I.tolerances = TRUE
results in line searches that
are very large, therefore \(C\) has to be scaled accordingly
to avoid large step sizes.
See Details for more information.
It's probably best to leave this argument alone.
Standard deviation of the initial values for the elements
of \(C\).
These are normally distributed with mean zero.
This argument is used only if Use.Init.Poisson.QO = FALSE
and \(C\) is not inputted using Cinit
.
Logical indicating if output should be produced for
each iteration. The default is TRUE
because the
calculations are numerically intensive, meaning it may take
a long time, so that the user might think the computer has
locked up if trace = FALSE
.
Positive numeric between .Machine$double.eps
and 0.0001
.
Used to avoid under- or over-flow in the IRLS algorithm.
Used only if FastAlgorithm
is TRUE
.
Logical. If TRUE
then the function .Init.Poisson.QO()
is
used to obtain initial values for the canonical coefficients \(C\).
If FALSE
then random numbers are used instead.
Small positive number used to test whether the diagonals of the working weight matrices are sufficiently positive.
Ignored at present.
A list with components matching the input names.
The default value of Bestof
is a bare minimum for many datasets,
therefore it will be necessary to increase its value to increase the
chances of obtaining the global solution.
Recall that the central formula for CQO is $$\eta = B_1^T x_1 + A \nu + \sum_{m=1}^M (\nu^T D_m \nu) e_m$$ where \(x_1\) is a vector (usually just a 1 for an intercept), \(x_2\) is a vector of environmental variables, \(\nu=C^T x_2\) is a \(R\)-vector of latent variables, \(e_m\) is a vector of 0s but with a 1 in the \(m\)th position. QRR-VGLMs are an extension of RR-VGLMs and allow for maximum likelihood solutions to constrained quadratic ordination (CQO) models.
Having I.tolerances = TRUE
means all the tolerance matrices
are the order-\(R\) identity matrix, i.e., it forces
bell-shaped curves/surfaces on all species. This results in a
more difficult optimization problem (especially for 2-parameter
models such as the negative binomial and gamma) because of overflow
errors and it appears there are more local solutions. To help avoid
the overflow errors, scaling \(C\) by the factor Parscale
can help enormously. Even better, scaling \(C\) by specifying
isd.latvar
is more understandable to humans. If failure to
converge occurs, try adjusting Parscale
, or better, setting
eq.tolerances = TRUE
(and hope that the estimated tolerance
matrix is positive-definite). To fit an equal-tolerances model, it
is firstly best to try setting I.tolerances = TRUE
and varying
isd.latvar
and/or MUXfactor
if it fails to converge.
If it still fails to converge after many attempts, try setting
eq.tolerances = TRUE
, however this will usually be a lot slower
because it requires a lot more memory.
With a \(R > 1\) model, the latent variables are always uncorrelated, i.e., the variance-covariance matrix of the site scores is a diagonal matrix.
If setting eq.tolerances = TRUE
is used and the common
estimated tolerance matrix is positive-definite then that model is
effectively the same as the I.tolerances = TRUE
model (the two are
transformations of each other). In general, I.tolerances = TRUE
is numerically more unstable and presents a more difficult problem
to optimize; the arguments isd.latvar
and/or MUXfactor
often
must be assigned some good value(s) (possibly found by trial and error)
in order for convergence to occur. Setting I.tolerances = TRUE
forces a bell-shaped curve or surface onto all the species data,
therefore this option should be used with deliberation. If unsuitable,
the resulting fit may be very misleading. Usually it is a good idea
for the user to set eq.tolerances = FALSE
to see which species
appear to have a bell-shaped curve or surface. Improvements to the
fit can often be achieved using transformations, e.g., nitrogen
concentration to log nitrogen concentration.
Fitting a CAO model (see cao
) first is a good idea for
pre-examining the data and checking whether it is appropriate to fit
a CQO model.
Yee, T. W. (2004) A new technique for maximum-likelihood canonical Gaussian ordination. Ecological Monographs, 74, 685--701.
Yee, T. W. (2006) Constrained additive ordination. Ecology, 87, 203--213.
cqo
,
rcqo
,
Coef.qrrvglm
,
Coef.qrrvglm-class
,
optim
,
binomialff
,
poissonff
,
negbinomial
,
gamma2
,
gaussianff
.
# NOT RUN {
# Poisson CQO with equal tolerances
set.seed(111) # This leads to the global solution
hspider[,1:6] <- scale(hspider[,1:6]) # Good idea when I.tolerances = TRUE
p1 <- cqo(cbind(Alopacce, Alopcune, Alopfabr, Arctlute, Arctperi, Auloalbi,
Pardlugu, Pardmont, Pardnigr, Pardpull, Trocterr, Zoraspin) ~
WaterCon + BareSand + FallTwig + CoveMoss + CoveHerb + ReflLux,
quasipoissonff, data = hspider, eq.tolerances = TRUE)
sort(deviance(p1, history = TRUE)) # A history of all the iterations
(isd.latvar <- apply(latvar(p1), 2, sd)) # Should be approx isd.latvar
# Refit the model with better initial values
set.seed(111) # This leads to the global solution
p1 <- cqo(cbind(Alopacce, Alopcune, Alopfabr, Arctlute, Arctperi, Auloalbi,
Pardlugu, Pardmont, Pardnigr, Pardpull, Trocterr, Zoraspin) ~
WaterCon + BareSand + FallTwig + CoveMoss + CoveHerb + ReflLux,
I.tolerances = TRUE, quasipoissonff, data = hspider,
isd.latvar = isd.latvar) # Note the use of isd.latvar here
sort(deviance(p1, history = TRUE)) # A history of all the iterations
# }
Run the code above in your browser using DataLab