R/changevar_total.R

Defines functions changevar_total

################################################################################
# Function: changevar_total (not exported)
# Programmer: Tom Kincaid
# Date: July 22, 2020
# Revised: April 28, 2021 to use the SRS estimator when the local mean estimator
#          fails to produce a valid estimate
# Revised: May 3 2021 to correct an error that occurs when warning messages for
#          unstratified samples are added to the warn_df data frame
# Revised: June 8 2021 to eliminate use of the finite population correction
#          factor with the local mean variance estimator
#
#' Covariance or Correlation Matrix Estimate of Change in Class Resource Sizes
#' between Two Surveys
#'
#' This function uses the repeat visit sites for two probability surveys to
#' calculate either covariance or correlation estimates of estimated change in
#' resource size in each of a set of categories.  Covariance estimates are
#' calculated when the resivit sites have the same survey design weight in both
#' surveys.  Correlation estimates are calculated when the revisit sites do not
#' have the same weight in both surveys, in which case the sites are assigned
#' equal weights.  The revisitwgt argument controls whether covariance or
#' correlation estimates are calculated.  Either the simple random sampling
#' (SRS) variance/covariance estimator or the local mean variance/covariance
#' estimator is calculated, which is subject to user control.  The simple random
#' sampling variance/covariance estimator uses the independent random sample
#' approximation to calculate joint inclusion probabilities.  The function can
#' accomodate single-stage and two-stage samples.
#'
#' @param catvar_levels Vector of the set of categorical response values.
#'
#' @param catvar1 Vector of the response value for each site for survey one.
#'
#' @param catvar2 Vector of the response value for each site for survey two.
#'
#' @param wgt Vector of the final adjusted weight (reciprocal of the sample
#'   inclusion probability) for each site, which is either the weight for a
#'   single-stage sample or the stage two weight for a two-stage sample.
#'
#' @param x Vector of x-coordinate for location for each site, which is either
#'   the x- coordinate for a single-stage sample or the stage two x-coordinate
#'   for a two-stage sample.
#'
#' @param y Vector of y-coordinate for location for each site, which is either
#'   the y- coordinate for a single-stage sample or the stage two y-coordinate
#'   for a two-stage sample.
#'
#' @param revisitwgt Logical value that indicates whether each repeat visit site
#'   has the same survey design weight in the two surveys, where \code{TRUE} =
#'   the weight for each repeat visit site is the same and \code{FALSE} = the
#'   weight for each repeat visit site is not the same.  When this argument is
#'   \code{FALSE}, all of the repeat visit sites are assigned equal weights when
#'   calculating the covariance component of the change estimate standard error.
#'
#' @param size1 The set of category size estimates for survey one.
#'
#' @param size2 The set of category size estimates for survey two.
#'
#' @param stratum_ind Logical value that indicates whether the sample is
#'   stratified, where \code{TRUE} = a stratified sample and \code{FALSE} = not
#'   a stratified sample.
#'
#' @param stratum_level The stratum level.
#'
#' @param cluster_ind  Logical value that indicates whether the sample is a two-
#'   stage sample, where \code{TRUE} = a two-stage sample and \code{FALSE} = not
#'   a two-stage sample.
#'
#' @param clusterID Vector of the stage one sampling unit (primary sampling unit
#'   or cluster) code for each site.
#'
#' @param wgt1 Vector of the final adjusted stage one weight for each site.
#'
#' @param x1 Vector of the stage one x-coordinate for location for each site.
#'
#' @param y1 Vector of the stage one y-coordinate for location for each site.
#'
#' @param vartype The choice of variance estimator, where \code{"Local"} = local
#'   mean estimator and \code{"SRS"} = SRS estimator.
#'
#' @param warn_ind Logical value that indicates whether warning messages were
#'   generated, where \code{TRUE} = warning messages were generated and
#'   \code{FALSE} = warning messages were not generated.
#'
#' @param warn_df Data frame for storing warning messages.
#'
#' @param warn_vec Vector that contains names of the population type, the
#'   subpopulation, and an indicator.
#'
#' @return An object in list format composed of a vector named \code{rslt},
#'   which contains the covariance or correlation estimates, a logical variable
#'   named \code{warn_ind}, which is the indicator for warning messges, and a
#'   data frame named \code{warn_df}, which contains warning messages.
#'
#' @author Tom Kincaid \email{Kincaid.Tom@@epa.gov}
#'
#' @keywords survey
#'
#' @noRd
################################################################################

changevar_total <- function(catvar_levels, catvar1, catvar2, wgt, x, y,
                            revisitwgt, size1, size2, stratum_ind,
                            stratum_level, cluster_ind, clusterID, wgt1, x1, y1,
                            vartype, warn_ind, warn_df, warn_vec) {

  # Assign the function name
  fname <- "changevar_total"

  #
  # Calculate covariance or correlation using the repeat visit sites
  #

  # Begin the section for a two-stage sample

  if (cluster_ind) {

    # Calculate additional required values
    m <- length(catvar_levels)
    cluster <- factor(clusterID)
    cluster_levels <- levels(cluster)
    ncluster <- length(cluster_levels)
    catvar1_lst <- split(catvar1, cluster)
    catvar2_lst <- split(catvar2, cluster)
    wgt2_lst <- split(wgt, cluster)
    wgt1_u <- as.vector(tapply(wgt1, cluster, unique))
    if (vartype == "Local") {
      x2_lst <- split(x, cluster)
      y2_lst <- split(y, cluster)
      x1_u <- as.vector(tapply(x1, cluster, unique))
      y1_u <- as.vector(tapply(y1, cluster, unique))
    }
    var_ind <- sapply(split(cluster, cluster), length) > 1

    # Loop through each category level

    rslt <- rep(NA, m)
    for (k in 1:m) {

      # Determine whether the categorical level is present in both surveys

      if (is.na(size1[k]) | is.na(size2[k])) {
        warn_ind <- TRUE
        act <- "Covariance among the repeat visit sites was not included in calculation of \nthe standard error estimate.\n"
        if (stratum_ind) {
          warn <- paste("Category level \"", catvar_levels[k], "\" in stratum \"", stratum_level, "\" \nwas not present among the repeat visit sites in one of the surveys.\n", sep = "")
          warn_df <- rbind(warn_df, data.frame(
            func = I(fname),
            subpoptype = warn_vec[1], subpop = warn_vec[2],
            indicator = warn_vec[3], stratum = I(stratum_level), warning = I(warn),
            action = I(act)
          ))
        } else {
          warn <- paste("Category level \"", catvar_levels[k], "\" was not present among the repeat visit sites \nin one of the surveys.\n", sep = "")
          warn_df <- rbind(warn_df, data.frame(
            func = I(fname),
            subpoptype = warn_vec[1], subpop = warn_vec[2],
            indicator = warn_vec[3], stratum = NA, warning = I(warn),
            action = I(act)
          ))
        }
        next
      }

      # For each stage one sampling unit, each category, and each survey,
      # calculate an estimate of the total of the stage two sampling unit
      # residuals; then calculate the variance/covariance matrix of the totals

      total2est <- matrix(0, ncluster, 2)
      var2est <- matrix(0, ncluster, 4)
      for (i in 1:ncluster) {

        # Calculate the weighted indicator matrix

        n <- length(catvar1_lst[[i]])
        z1 <- catvar1_lst[[i]] == catvar_levels[k]
        z2 <- catvar2_lst[[i]] == catvar_levels[k]
        im <- cbind(z1, z2) * matrix(rep(wgt2_lst[[i]], 2), nrow = n)

        # Calculate total estimates for the stage one sampling unit

        total2est[i, ] <- apply(im, 2, sum)

        # Adjust the variance/covariance estimator for small sample size

        SRSind <- FALSE
        if (vartype == "Local" && n < 4) {
          warn_ind <- TRUE
          act <- "The simple random sampling covariance estimator for an infinite population was used.\n"
          if (stratum_ind) {
            warn <- paste0("There are less than four response values for stage one sampling unit \"", cluster_levels[i], "\"\nin stratum \"", stratum_level, "\", the simple random sampling covariance estimator for an \ninfinite population was used to calculate covariance of the total of the residuals.\n")
            warn_df <- rbind(warn_df, data.frame(
              func = I(fname), subpoptype = warn_vec[1], subpop = warn_vec[2],
              indicator = warn_vec[3], stratum = stratum_level,
              warning = I(warn), action = I(act)
            ))
          } else {
            warn <- paste0("There are less than four response values for stage one sampling unit \"", cluster_levels[i], "\", \nthe simple random sampling covariance estimator for an infinite population was used \nto calculate covariance of the total of the residuals.\n")
            warn_df <- rbind(warn_df, data.frame(
              func = I(fname), subpoptype = warn_vec[1], subpop = warn_vec[2],
              indicator = warn_vec[3], stratum = NA, warning = I(warn),
              action = I(act)
            ))
          }
          vartype <- "SRS"
          SRSind <- TRUE
        }

        # Calculate variance/covariance estimates for the stage one sampling
        # unit

        if (var_ind[i]) {
          if (vartype == "Local") {
            weight_lst <- localmean_weight(
              x2_lst[[i]], y2_lst[[i]],
              1 / wgt2_lst[[i]]
            )
            if (is.null(weight_lst)) {
              warn_ind <- TRUE
              act <- "The simple random sampling covariance estimator for an infinite population was used.\n"
              if (stratum_ind) {
                warn <- paste0("The local mean covariance estimator cannot calculate valid estimates for stage one \nsampling unit \"", cluster_levels[i], "\" in stratum \"", stratum_level, "\", the simple random sampling \ncovariance estimator for an infinite population was used to calculate covariance of the \ntotal of the residuals.\n")
                warn_df <- rbind(warn_df, data.frame(
                  func = I(fname), subpoptype = warn_vec[1], subpop = warn_vec[2],
                  indicator = warn_vec[3], stratum = stratum_level,
                  warning = I(warn), action = I(act)
                ))
              } else {
                warn <- paste0("The local mean covariance estimator cannot calculate valid estimates for stage one \nsampling unit \"", cluster_levels[i], "\", the simple random sampling covariance estimator for an \ninfinite population was used to calculate covariance of the total of the residuals.\n")
                warn_df <- rbind(warn_df, data.frame(
                  func = I(fname), subpoptype = warn_vec[1], subpop = warn_vec[2],
                  indicator = warn_vec[3], stratum = NA, warning = I(warn),
                  action = I(act)
                ))
              }
              var2est[i, ] <- as.vector(n * var(im))
            } else {
              temp <- localmean_cov(im, weight_lst)
              var2est[i, ] <- as.vector(temp)
              if (any(diag(temp) < 0)) {
                warn_ind <- TRUE
                act <- "The simple random sampling covariance estimator for an infinite population was used.\n"
                if (stratum_ind) {
                  warn <- paste0("The local mean covariance estimator produced one or more negative variance estimates for \nstage one sampling unit \"", cluster_levels[i], "\" in stratum \"", stratum_level, "\", the simple random \nsampling covariance estimator for an infinite population was used to calculate \ncovariance of the total of the residuals.\n")
                  warn_df <- rbind(warn_df, data.frame(
                    func = I(fname), subpoptype = warn_vec[1],
                    subpop = warn_vec[2], indicator = warn_vec[3],
                    stratum = stratum_level, warning = I(warn), action = I(act)
                  ))
                } else {
                  warn <- paste0("The local mean covariance estimator produced one or more  negative variance estimates \nfor stage one sampling unit \"", cluster_levels[i], "\", the simple random sampling covariance \nestimator for an infinite population was used to calculate covariance of the total of \nthe residuals.\n")
                  warn_df <- rbind(warn_df, data.frame(
                    func = I(fname), subpoptype = warn_vec[1],
                    subpop = warn_vec[2], indicator = warn_vec[3], stratum = NA,
                    warning = I(warn), action = I(act)
                  ))
                }
                var2est[i, ] <- as.vector(n * var(im))
              }
            }
          } else {
            var2est[i, ] <- as.vector(n * var(im))
            if (SRSind) {
              vartype <- "Local"
            }
          }
        }
      }

      # Adjust the variance/covariance estimator for small sample size

      if (vartype == "Local" && ncluster < 4) {
        warn_ind <- TRUE
        act <- "The simple random sampling covariance estimator for an infinite population was used.\n"
        if (stratum_ind) {
          warn <- paste0("There are less than four stage one sampling units in stratum \"", stratum_level, "\", the simple \nrandom sampling covariance estimator for an infinite population was used to calculate \ncovariance of the change estimate for totals.\n")
          warn_df <- rbind(warn_df, data.frame(
            func = I(fname), subpoptype = warn_vec[1], subpop = warn_vec[2],
            indicator = warn_vec[3], stratum = I(stratum_level),
            warning = I(warn), action = I(act)
          ))
        } else {
          warn <- paste0("There are less than four stage one sampling units, the simple random sampling covariance\nestimator for an infinite population was used to calculate covariance of the change \nestimate for totals.\n")
          warn_df <- rbind(warn_df, data.frame(
            func = I(fname), subpoptype = warn_vec[1], subpop = warn_vec[2],
            indicator = warn_vec[3], stratum = NA, warning = I(warn),
            action = I(act)
          ))
        }
        vartype <- "SRS"
      }

      # Calculate the covariance or correlation estimates

      if (vartype == "Local") {
        weight_lst <- localmean_weight(x1_u, y1_u, 1 / wgt1_u)
        if (is.null(weight_lst)) {
          warn_ind <- TRUE
          act <- "The simple random sampling covariance estimator for an infinite population was used.\n"
          if (stratum_ind) {
            warn <- paste0("The local mean covariance estimator cannot calculate valid estimates for stratum \n\"", stratum_level, "\", the simple random sampling covariance estimator for an infinite \npopulation was used to calculate covariance of the change estimate for totals.\n")
            warn_df <- rbind(warn_df, data.frame(
              func = I(fname), subpoptype = warn_vec[1], subpop = warn_vec[2],
              indicator = warn_vec[3], stratum = stratum_level,
              warning = I(warn), action = I(act)
            ))
          } else {
            warn <- paste0("The local mean covariance estimator cannot calculate valid estimates, the simple random \nsampling covariance estimator for an infinite population was used to calculate \ncovariance of the change estimate for totals.\n")
            warn_df <- rbind(warn_df, data.frame(
              func = I(fname), subpoptype = warn_vec[1], subpop = warn_vec[2],
              indicator = warn_vec[3], stratum = NA, warning = I(warn),
              action = I(act)
            ))
          }
          varest <- (ncluster * var(total2est * matrix(rep(wgt1_u, 2),
            nrow = ncluster
          )) + matrix(apply(var2est * matrix(rep(wgt1_u, 4),
            nrow = ncluster
          ), 2, sum), nrow = 2))
        } else {
          varest <- (localmean_cov(total2est * matrix(rep(wgt1_u, 2),
            nrow = ncluster
          ), weight_lst) + matrix(apply(var2est *
            matrix(rep(wgt1_u, 4), nrow = ncluster), 2, sum), nrow = 2))
          temp <- diag(varest)
          if (any(temp < 0)) {
            warn_ind <- TRUE
            act <- "The simple random sampling covariance estimator for an infinite population was used.\n"
            if (stratum_ind) {
              warn <- paste0("The local mean covariance estimator produced one or more negative variance estimates for \nstratum \"", stratum_level, "\", the simple random sampling covariance estimator for an infinite \npopulation was used to calculate covariance of the change estimate for totals.\n")
              warn_df <- rbind(warn_df, data.frame(
                func = I(fname), subpoptype = warn_vec[1],
                subpop = warn_vec[2], indicator = warn_vec[3],
                stratum = stratum_level, warning = I(warn), action = I(act)
              ))
            } else {
              warn <- paste0("The local mean covariance estimator produced one or more negative variance estimates, \nthe simple random sampling covariance estimator for an infinite population was used to \ncalculate covariance of the change estimate for totals.\n")
              warn_df <- rbind(warn_df, data.frame(
                func = I(fname), subpoptype = warn_vec[1],
                subpop = warn_vec[2], indicator = warn_vec[3], stratum = NA,
                warning = I(warn), action = I(act)
              ))
            }
            varest <- (ncluster * var(total2est * matrix(rep(wgt1_u, 2),
              nrow = ncluster
            )) + matrix(apply(var2est * matrix(rep(wgt1_u, 4),
              nrow = ncluster
            ), 2, sum), nrow = 2))
          }
        }
      } else {
        varest <- (ncluster * var(total2est * matrix(rep(wgt1_u, 2),
          nrow = ncluster
        )) + matrix(apply(var2est * matrix(rep(wgt1_u, 4),
          nrow = ncluster
        ), 2, sum), nrow = 2))
      }
      if (revisitwgt) {
        rslt[k] <- varest[1, 2]
      } else {
        rslt[k] <- varest[1, 2] / sqrt(varest[1, 1] * varest[2, 2])
      }

      # End the loop for category levels
    }

    # End of section for a two-stage sample
  } else {

    # Begin the section for a single-stage sample

    # Calculate additional required values

    n <- length(catvar1)
    m <- length(catvar_levels)

    # Loop through each category level

    rslt <- rep(NA, m)
    for (i in 1:m) {

      # Determine whether the categorical level is present in both surveys

      if (is.na(size1[i]) | is.na(size2[i])) {
        warn_ind <- TRUE
        act <- "Covariance among the repeat visit sites was not included in calculation of \nthe standard error estimate.\n"
        if (stratum_ind) {
          warn <- paste("Category level \"", catvar_levels[i], "\" in stratum \"", stratum_level, "\" \nwas not present among the repeat visit sites in one of the surveys.\n", sep = "")
          warn_df <- rbind(warn_df, data.frame(
            func = I(fname), subpoptype = warn_vec[1], subpop = warn_vec[2],
            indicator = warn_vec[3], stratum = I(stratum_level),
            warning = I(warn), action = I(act)
          ))
        } else {
          warn <- paste("Category level \"", catvar_levels[i], "\" was not present among the repeat visit sites \nin one of the surveys.\n", sep = "")
          warn_df <- rbind(warn_df, data.frame(
            func = I(fname), subpoptype = warn_vec[1], subpop = warn_vec[2],
            indicator = warn_vec[3], stratum = NA, warning = I(warn),
            action = I(act)
          ))
        }
        next
      }

      # Calculate the weighted residuals matrix

      z1 <- catvar1 == catvar_levels[i]
      z2 <- catvar2 == catvar_levels[i]
      im <- cbind(z1, z2) * matrix(rep(wgt, 2), nrow = n)

      # Adjust the variance/covariance estimator for small sample size

      if (vartype == "Local" && n < 4) {
        warn_ind <- TRUE
        act <- "The simple random sampling covariance estimator for an infinite population was used.\n"
        if (stratum_ind) {
          warn <- paste0("There are less than four response values in stratum \"", stratum_level, "\", the simple random \nsampling covariance estimator for an infinite population was used to calculate \ncovariance of the change estimate for totals.\n")
          warn_df <- rbind(warn_df, data.frame(
            func = I(fname),
            subpoptype = warn_vec[1], subpop = warn_vec[2],
            indicator = warn_vec[3], stratum = I(stratum_level), warning = I(warn),
            action = I(act)
          ))
        } else {
          warn <- paste0("\nThere are less than four response values, the simple random sampling covariance \nestimator for an infinite population was used to calculate covariance of the change \nestimate for totals.\n")
          warn_df <- rbind(warn_df, data.frame(
            func = I(fname),
            subpoptype = warn_vec[1], subpop = warn_vec[2],
            indicator = warn_vec[3], stratum = NA, warning = I(warn),
            action = I(act)
          ))
        }
        vartype <- "SRS"
      }

      # Calculate covariance or correlation estimates

      if (vartype == "Local") {
        weight_lst <- localmean_weight(x, y, 1 / wgt)
        if (is.null(weight_lst)) {
          warn_ind <- TRUE
          act <- "The simple random sampling covariance estimator for an infinite population was used.\n"
          if (stratum_ind) {
            warn <- paste0("The local mean covariance estimator cannot calculate valid estimates for stratum \n\"", stratum_level, "\", the simple random sampling covariance estimator for an infinite \npopulation was used to calculate covariance of the change estimate for totals.\n")
            warn_df <- rbind(warn_df, data.frame(
              func = I(fname), subpoptype = warn_vec[1], subpop = warn_vec[2],
              indicator = warn_vec[3], stratum = stratum_level,
              warning = I(warn), action = I(act)
            ))
          } else {
            warn <- paste0("The local mean covariance estimator cannot calculate valid estimates, the simple random \nsampling covariance estimator for an infinite population was used to calculate \ncovariance of the change estimate for totals.\n")
            warn_df <- rbind(warn_df, data.frame(
              func = I(fname), subpoptype = warn_vec[1], subpop = warn_vec[2],
              indicator = warn_vec[3], stratum = NA, warning = I(warn),
              action = I(act)
            ))
          }
          varest <- n * var(im)
        } else {
          varest <- localmean_cov(im, weight_lst)
          temp <- diag(varest)
          if (any(temp < 0)) {
            warn_ind <- TRUE
            act <- "The simple random sampling covariance estimator for an infinite population was used.\n"
            if (stratum_ind) {
              warn <- paste0("The local mean covariance estimator produced one or more negative variance estimates for \nstratum \"", stratum_level, "\", the simple random sampling covariance estimator for an \ninfinite population was used to calculate covariance of the change estimate for totals.\n")
              warn_df <- rbind(warn_df, data.frame(
                func = I(fname), subpoptype = warn_vec[1],
                subpop = warn_vec[2], indicator = warn_vec[3],
                stratum = stratum_level, warning = I(warn), action = I(act)
              ))
            } else {
              warn <- paste0("The local mean covariance estimator produced one or more negative variance estimates, \nthe simple random sampling covariance estimator for an infinite population was used to \ncalculate covariance of the change estimate for totals.\n")
              warn_df <- rbind(warn_df, data.frame(
                func = I(fname), subpoptype = warn_vec[1],
                subpop = warn_vec[2], indicator = warn_vec[3], stratum = NA,
                warning = I(warn), action = I(act)
              ))
            }
            varest <- n * var(im)
          }
        }
      } else {
        varest <- n * var(im)
      }
      if (revisitwgt) {
        rslt[i] <- varest[1, 2]
      } else {
        if (varest[1, 1] == 0 | varest[2, 2] == 0 | any(is.na(varest))) {
          warn_ind <- TRUE
          act <- "Covariance among the repeat visit sites was not included in calculation of \nthe standard error estimate.\n"
          if (stratum_ind) {
            warn <- paste("The variance estimate for category level \"", catvar_levels[i], "\" \nin stratum \"", stratum_level, "\" was equal to zero for at least one of the surveys.\n", sep = "")
            warn_df <- rbind(warn_df, data.frame(
              func = I(fname),
              subpoptype = warn_vec[1], subpop = warn_vec[2],
              indicator = warn_vec[3], stratum = I(stratum_level), warning = I(warn),
              action = I(act)
            ))
          } else {
            warn <- paste("The variance estimate for category level \"", catvar_levels[i], "\" was equal to zero \nfor at least one of the surveys.\n", sep = "")
            warn_df <- rbind(warn_df, data.frame(
              func = I(fname),
              subpoptype = warn_vec[1], subpop = warn_vec[2],
              indicator = warn_vec[3], stratum = NA, warning = I(warn),
              action = I(act)
            ))
          }
          next
        }
        rslt[i] <- varest[1, 2] / sqrt(varest[1, 1] * varest[2, 2])
      }

      # End the loop for category levels
    }

    # End of section for a single-stage sample
  }

  # Return the covariance or correlation estimates, the warning message
  # indicator, and the warn_df data frame

  list(rslt = rslt, warn_ind = warn_ind, warn_df = warn_df)
}

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spsurvey documentation built on May 31, 2023, 6:25 p.m.