SOAs2plus_regular: function to create SOAs of strength 2+ from regular s-level...

In SOAs: Creation of Stratum Orthogonal Arrays

function to create SOAs of strength 2+ from regular s-level designs

Description

creates an array in s^k runs with columns in s^2 levels for prime or prime power s

Usage

SOAs2plus_regular(
  s,
  k,
  m = NULL,
  orth = TRUE,
  old = FALSE,
  noptim.rounds = 1,
  noptim.repeats = 1,
  optimize = TRUE,
  dmethod = "manhattan",
  p = 50
)

Arguments

s	prime or prime power
k	array will have n=s^k runs; for s=2, k>=4 is needed, for s>2, k>=3 is sufficient
m	optional integer: number of columns requested; if NULL, the maximum possible number of columns is created, which is (s^k-1)/(s-1) - ((s-1)^k-1)/(s-2) for s>2 and s^k-s^k1 - s^(k-k1) + 2, with k1=floor(k/2), for s=2; specifying a smaller m is beneficial not only for run time but also for possibly achieving a column-orthogonal array (see Details section)
orth	logical: if FALSE, suppresses attempts for orthogonal columns and selects the first permissible column for each column of B (see Details section)
old	logical, relevant for orth=TRUE only: if TRUE, limits possible columns for B to the columns not eligible for A (instead of the columns not used in A); should only be used for reproducing designs created by version 1.1 or earlier
noptim.rounds	the number of optimization rounds for each independent restart
noptim.repeats	the number of independent restarts of optimizations with noptim.rounds rounds each
optimize	logical: should optimization be applied? default TRUE
dmethod	method for the distance in phi_p, "manhattan" (default) or "euclidean"
p	p for phi_p (the larger, the closer to maximin distance)

Details

The construction is by He, Cheng and Tang (2018), Prop.1 (C2) / Theorem 2 for s=2 and Theorem 4 for s>2.
B is chosen as an OA of strength 2, if possible, which yields orthogonal columns according to Zhou and Tang (2019). This is implemented using a matching algorithm for bipartite graphs from package igraph; the smaller m, the more likely that orthogonality can be achieved. However, strength 2+ SOAs are not usually advisable for m small enough that a strength 3 OA exists.
Optimization according to Weng has been added (separate level permutations in columns of A and B, noptim.rounds times). Limited tests suggest that a single round (noptim.rounds=1) often does a very good job (e.g. for s=2 and k=4), and further rounds do not yield too much improvement; there are also cases (e.g. s=5 with k=3), for which the unoptimized array has a better phi_p than what can be achieved by most optimization attempts from a random start.

The search for orthogonal columns can take a long time for larger arrays, even without optimization. If this is prohibitive (or not considered valuable), orth=FALSE causes the function to create the matrix B for equation D=2A+B with less computational effort.
The subsequent optimization, if not switched off, is of the same complexity, regardless of the value for orth. Its duration heavily depends on the number of optimization steps that are needed before the algorithm stops. This has not been systematically investigated; cases for which the total run time with optimization is shorter for orth=TRUE than for orth=FALSE have been observed.

With package version 1.2, the creation of SOAs has changed: Up to version 1.1, the columns of B were chosen only from those columns that were not eligible for A, whereas the new version chooses them from those columns that are not used for A. This increases the chance to achieve geometrically orthogonal columns.
Users who want to reproduce a design from an earlier version can use argument old.

Value

matrix of class SOA with the attributes that are listed below. All attributes can be accessed using function attributes, or individual attributes can be accessed using function attr. These are the attributes:

type

the type of array (SOA or OSOA)

strength

character string that gives the strength

phi_p

the phi_p value (smaller=better)

optimized

logical indicating whether optimization was applied

permpick

matrix that lists the id numbers of the permutations used

perms2pickfrom

optional element, when optimization was conducted: the overall permutation list to which the numbers in permlist refer

call

the call that created the object

Note

Strength 2+ SOAs can accommodate a large number of factors with reasonable stratified balance behavior. Note that their use is not usually advisable for m small enough that a strength 3 OA with s^2 level factors exists.

Author(s)

Ulrike Groemping

References

For full detail, see SOAs-package.

Groemping (2023a) He, Cheng and Tang (2018)
Weng (2014)
Zhou and Tang (2019)

Examples

## unoptimized OSOA with 8 16-level columns in 64 runs
## (maximum possible number of columns)
plan64 <- SOAs2plus_regular(4, 3, optimize=FALSE)
ocheck(plan64)   ## the array has orthogonal columns

## optimized SOA with 20 9-level columns in 81 runs
## (up to 25 columns are possible)
plan <- SOAs2plus_regular(3, 4, 20)
## many column pairs have only 27 level pairs covered
count_npairs(plan)
## an OA would exist for 10 9-level factors (DoE.base::L81.9.10)
## it would cover all pairs
## (SOAs are not for situations for which pair coverage
## is of primary interest)

SOAs documentation built on Aug. 11, 2023, 1:09 a.m.