R/check_heaping.R

Defines functions check_heaping_roughness check_heaping_sawtooth heapify check_heaping_jdanov check_heaping_kannisto check_heaping_spoorenberg check_heaping_noumbissi check_heaping_coale_li check_heaping_bachi check_heaping_myers check_heaping_whipple

Documented in check_heaping_bachi check_heaping_coale_li check_heaping_jdanov check_heaping_kannisto check_heaping_myers check_heaping_noumbissi check_heaping_roughness check_heaping_sawtooth check_heaping_spoorenberg check_heaping_whipple heapify

# Author: tim
###############################################################################


#' Calculate Whipple's index of age heaping

#' @description Implementation following the PASEX spreadsheet SINGAGE, with some extra options for more digit checking. Whipple's index is a summary measure of age heaping on ages ending usually in the digits 0 or 5 used to determine variability in the quality of age reporting between regions or countries and its evolution over time. It assumes a linear distribution of ages in each five-year age range. Digits refer to terminal age digits. For example, 9, 19, 29, etc are all of digit 9.

#' @param Value numeric. A vector of demographic counts by single age.
#' @param Age numeric. A vector of ages corresponding to the lower integer bound of the counts.
#' @param ageMin integer. The lowest age included in calculations. Default 25.
#' @param ageMax integer. The upper age bound used for calculations. Default 65.
#' @param digit integer. Any digit between 0 and 9. Default \code{c(0,5)}. Otherwise it needs to be a single digit.
#'
#'
#' @details \code{ageMin} and \code{ageMax} refer to the bounds of the digits evaluated, which end up in the numerator. \code{ageMax} is inclusive. The denominator looks 7 ages lower and 2 ages higher than this range, so these ages must be available. You can get arbitrary W(i) indices by specifying other digits. Note you can only do pairs of digits they are 0 and 5. Otherwise just one digit at a time.
#' @return The value of the index.
#' @references
#' \insertRef{GDA1981IREDA}{DemoTools}
#' \insertRef{PAS}{DemoTools}
#' @export
#' @examples
#'  Age <- 0:99
#' # 2.34,replicates SINGAGE males
#'  (w05 <- check_heaping_whipple(pop1m_pasex, Age, 25, 60, digit = c(0,5)))
#'
#'  # implements formula from Roger et al. (1981, p. 148)
#'  (w0 <- check_heaping_whipple(pop1m_pasex, Age, 25, 60, digit = 0))
#'  (w5 <- check_heaping_whipple(pop1m_pasex, Age, 25, 60, digit = 5))
#'
#'  # Whipple types
#'  check_heaping_whipple(pop1m_pasex, Age, 25, 60, digit = 3)
check_heaping_whipple <-
  function(Value,
           Age,
           ageMin = 25, # 25
           ageMax = 65, # 60
           digit = c(0, 5)) {

    stopifnot(length(digit) == 1 ||
                (all(c(0, 5) %in% digit) & length(digit == 2)))
    stopifnot(length(Value) == length(Age))
    
    # PJ: Rogers formulas for 0 and 5 give same denom for 0 and 5,
    # ergo not symmetrical around numerators. Alternative, calculate
    # for 0 and 5 independently, then take the average.
    
    # TR: make two blocks. In standard (just one digit) case, go down two
    # and up two. In special case (0 and 5 only) do this, independently for each digit
    # then (GDA, Rogers arg) then average. i.e. if rogers = TRUE. p 148 of 1981 GDA.
    # use that for test.
    
    # PJ: idea with changing defaults for ageMin and ageMax is to have the same
    # nr of 0s as 5s.

    numeratorind   <- Age >= ageMin & Age <= ageMax & Age %% 10 %in% digit
    numa           <- range(Age[numeratorind])
    # if we are checking just one digit, go down 7 up two, so that the right nr
    # of counts in denom. This per the French formulas.
    # TR: sufficient to check length here, since hard check done above
    denominatorind <-
      Age >= (numa[1] - ifelse(length(digit) == 2, 2, 7)) &
      Age <= (numa[2] + 2)

    # move check here- don't care about non-single ages outside this group
    stopifnot(is_single(Age[denominatorind]))

    whip           <- ifelse(length(digit) == 2, 5, 10) *
                         sum(Value[numeratorind]) / sum(Value[denominatorind])

    # PJ: instead, return a list, 
    
    return(whip)
  }

# test to see if can override inheritParams
#' Calculate Myer's blended index of age heaping

#' @description Implementation following the PASEX spreadsheet SINGAGE. Myers' measures preferences for each of the ten possible digits as a blended index. It is based on the principle that in the absence of age heaping, the aggregate population of each age ending in one of the digits 0 to 9 should represent 10 percent of the total population.
#' @inheritParams check_heaping_whipple
#' @param ageMax integer. The upper age bound used for calculations. Default 82.
#' @param details logical. Default `FALSE`. If `TRUE`, then a list is returned with  some relevant parameters.
#' @param method either `"orig"` or `"pasex"`
#' @details `ageMax` is an inclusive upper bound, treated as interval. If you want ages
#' 23 to 82, then give `ageMin = 23` and `ageMax = 82`, not 83 `ageMax` may be
#' internally rounded down if necessary so that `ageMax - ageMin + 1` is evenly divisible by 10. If in doubt, specify `details = TRUE`, and you can check which `ageMax` is actually used internally.
#' @return The value of the index.
#' @references
#' \insertRef{myers1954accuracy}{DemoTools}
#' \insertRef{spoorenberg2007quality}{DemoTools}
#' \insertRef{PAS}{DemoTools}
#' @export
#' @examples
#' Age <- 0:99
#' check_heaping_myers(pop1m_pasex, Age, 10, 89)
#' check_heaping_myers(pop1m_pasex, Age, 10, 89, method = "pasex") * 2
#' # pasex 10-89. result: ___ from spreadsheet
#' check_heaping_myers(pop1m_pasex, Age, 23, 82)
#' check_heaping_bachi(pop1m_pasex, Age, 23, 82, method = "orig")
#' check_heaping_bachi(pop1m_pasex, Age, 23, 82, method = "pasex")

check_heaping_myers <- function(Value,
                  Age,
                  ageMin = 23,
                  ageMax = 82,
                  details = FALSE,
                  method = "orig") {

  # hard code period to 10 for digits
  period  <- 10

  # must be of same length for indexing
  stopifnot(length(Value) == length(Age))
  #stopifnot(ageMin %% period == 0 & ageMax %% period == 0)

  # ageMax dynamically rounded down
  # to a total span divisible by period
  
  Diff          <- ageMax - ageMin 
  age_inteveral <- Diff - (Diff + 1) %% period 
  
  # 1) get moving ranges, cut top if necessary

  ageMax_new    <- ageMin + age_inteveral
  
  # Diff    <- ageMax - ageMin + 1
  # AgeMax  <- ageMin + Diff - Diff %% period

  # may as well be certain here
  stopifnot(ageMax <= max(Age))

  ind     <- Age >= ageMin & Age <= ageMax_new

  stopifnot(is_single(Age[ind]))
  stopifnot(sum(ind) %% period == 0)
  # select out ages, place into matrix for summing over digits
  # a row corresponds to a digit. Starting digit depends on ageMin!
  digits <- 0:9
  digits <- digits + ageMin %% period
  digits[digits > (period - 1)] <- digits[digits > (period - 1)]- period
  
  w <- 1:period
  names(w) <- digits
  
  
  VA      <- matrix(Value[ind], nrow = period, dimnames = list(digits, NULL))
  digits_ordered <- as.character(0:9)

  VA <- VA[as.character(digits_ordered),]
  w  <- w[digits_ordered]
  # sum staggered, once without the youngest group but with the oldest one (tab2)
  # and once with the youngest and without the oldest
  
  # PJ this is for backwards compatibility add pasex arg
  # default pasex = FALSE
  # if (!pasex){
  #   tab1    <- rowSums(VA)
  # } else {
  #   tab1    <- rowSums(VA[,-ncol(VA), drop = FALSE])
  # }
  
  if (method == "orig"){
    tab1    <- rowSums(VA[ , -ncol(VA), drop = FALSE])
    tab2    <- rowSums(VA[ , -1, drop = FALSE])
  }
  
  if (method == "pasex"){
    tab1    <- rowSums(VA)
    tab2    <- rowSums(VA[ , -1, drop = FALSE])
  }
  # TR: note, would this work in axactly the same way for phenomenon
  # that have strong regular age patterns, like fert, or death distributions?
  
  # weighted tabulation
   TAB     <- tab1 * w + tab2 * c(10 - w)
  #TAB     <- tab1 * (digits + 1) + tab2 * c(rev(digits) - 1)
  # interpret as % that would need to be redistributed...
  
  fractions <- TAB / sum(TAB)
  
  out      <- sum(abs(fractions - (1 / period))) * 50
  
  if (details){
    out <- list(index = out,
                digits = 0:9,
                pct = fractions * 100,
                pctdev = (fractions - .1) * 100,
                ageMin = ageMin,
                ageMax = ageMax,
                ageMax_used = ageMax_new)
  }
  return(out)
}

#' calculate Bachi's index of age heaping

#' @description Bachi's index involves applying the Whipple method repeatedly to determine the extent of preference for each final digit. Similarly to Myers', it equals the sum of the positive deviations from 10 percent. It has a theoretical range from 0 to 90, and 10 is the expected value for each digit. There are two implementations. 

#' @inheritParams check_heaping_whipple
#' @param ageMin the minimum age used for estimation, default `23`
#' @param ageMax the maximum age used for estimation, default `77`
#' @param method either `"orig"` or `"pasex"`
#' @param details logical. Should a list of output be given
#' @param OAG logical. Is the highest age group open?
#'
#' @details `ageMax` is an inclusive upper bound, treated as interval. If you want ages
#' 23 to 77, then give `ageMin = 23` and `ageMax = 77`. The `ageMin` is respected strictly, whereas `ageMax` is calculated flexibly- if you specify something too high then it is reduced and we warn accordingly, and if it's missing then we pick something reasonable. You can see the age ranges actually used by specifying `details = TRUE`. 
#' @return The value of the index.
#' @references
#' \insertRef{PAS}{DemoTools}
#' \insertRef{bachi1951tendency}{DemoTools}
#' \insertRef{shryock1973methods}{DemoTools}
#' @export
#' @examples
#'  check_heaping_bachi(pop1m_pasex, Age = 0:99, 
#'  ageMin = 23, ageMax = 77, method = "orig", OAG =FALSE)
#'  check_heaping_bachi(pop1m_ind, Age = 0:100, 
#'  ageMin = 23, ageMax = 77, method = "orig")
#'  # default simpler
#'  check_heaping_bachi(pop1m_pasex, Age = 0:99, 
#'  ageMin = 23, ageMax = 77, method = "pasex", OAG = FALSE)
#' # linear population, should give 0 for pasex
#'  check_heaping_bachi(seq(100000,1000,by=-1000),Age = 0:99, 
#'  ageMin = 23, ageMax = 77, method = "pasex", OAG = FALSE)
#' # fully concentrated, should give 90 
#'  pop_concetrated <- rep(c(100,rep(0,9)),10)
#'  check_heaping_bachi(pop_concetrated, Age = 0:99, 
#'  ageMin = 23, ageMax = 77, method = "pasex")
#'  check_heaping_bachi(pop_concetrated, Age = 0:99, 
#'  ageMin = 23, ageMax = 77, method = "orig")
check_heaping_bachi <- function(
  Value,
  Age,
  ageMin = 23,
  ageMax = NULL,
  method = "orig",
  details = FALSE,
  OAG = TRUE
){
  method        <- match.arg(method, c("orig","pasex"))
  stopifnot(length(Age) == length(Value))
  
  if (OAG){
    N <- length(Value)
    Value <- Value[-N]
    Age   <- Age[-N]
  }
  
  # ensure ageMax in range
  ageMaxin <- ageMax
  maxA     <- max(Age)

  if (is.null(ageMaxin)){
    ageMax <- ageMin + 4 + 10 * min(floor((maxA - ageMin - 4)/10), 5)
  } else {
    if ( ageMaxin > maxA){
      ageMax <- ageMin + 4 + 10 *floor((maxA - ageMin - 4)/10)
    }
  }

  if(!is.null(ageMaxin)){
    if (ageMax < ageMaxin){
      cat("\nageMax lowered to", ageMax, "\n")    
    }
  }
  
  Diff          <- ageMax - ageMin 
  age_inteveral <- Diff - Diff %% 10 - 1
 
  # 1) get moving ranges, cut top if necessary
  lower_agesI  <- ageMin + 0:4
  upper_agesI  <- lower_agesI + age_inteveral
  lower_agesII <- lower_agesI + 1
  upper_agesII <- upper_agesI + 1
  
  if (any(upper_agesII > ageMax)){
    upper_agesII  <- upper_agesII - 10
    upper_agesI   <- upper_agesI - 10
  }
  
  # 2) containers
  numeratorI      <- rep(NA,10)
  numeratorII     <- rep(NA,10)
  denominatorI    <- rep(NA,10)
  denominatorII   <- rep(NA, 10)
  
  trailing_digits <- Age %% 10
  
  
  # numerators
  for (dig in 0:9){
    ind <- (lower_agesI %% 5) == (dig %% 5)
    nI  <- Age >= lower_agesI[ind] & Age <= upper_agesI[ind] & trailing_digits == dig
    dI  <- Age >= lower_agesI[ind] & Age <= upper_agesI[ind]
    numeratorI[dig + 1]   <- sum(Value[nI])
    denominatorI[dig + 1] <- sum(Value[dI])
    
    nII  <- Age >= lower_agesII[ind] & Age <= upper_agesII[ind] & trailing_digits == dig
    dII  <- Age >= lower_agesII[ind] & Age <= upper_agesII[ind]
    numeratorII[dig + 1]   <- sum(Value[nII])
    denominatorII[dig + 1] <- sum(Value[dII])
  }
  
  if (method == "orig"){
    fractions <- ((numeratorI / denominatorI) + (numeratorII / denominatorII)) / 2
    out     <- 100 * sum(abs(fractions - .1)) / 2
    
    if (details){
      min_age_used <- min(lower_agesI)
      max_age_used <- max(upper_agesII)
      decades      <- as.integer((upper_agesI[1] - lower_agesI[1] + 1) / 10)
      out <- list(index = out,
                  digits = 0:9,
                  pct = fractions * 100,
                  pctdev = (fractions - .1) * 100,
                  ageMin = ageMin,
                  ageMax = ageMax,
                  max_age_used = max_age_used,
                  decades = decades)
    }
  }
  if (method == "pasex"){
    numerator   <- (numeratorI + numeratorII) / 2
    denominator <- (denominatorI + denominatorII) / 2
    fractions   <- numerator / denominator
    out  <- 100 * sum(abs(fractions - .1)) / 2
    
    if (details){
      min_age_used <- min(lower_agesI)
      max_age_used <- max(upper_agesII)
      decades      <- as.integer((upper_agesI[1] - lower_agesI[1] + 1) / 10)
      out <- list(index = out,
                  digits = 0:9,
                  pct = fractions * 100,
                  pctdev = (fractions - .1) * 100,
                  ageMin = ageMin,
                  ageMax = ageMax,
                  ageMax_given = ageMaxin,
                  max_age_used = max_age_used,
                  decades = decades)
    }
  }
  
  out
}

# ----------------------------
# Coale, A. and S. Li (1991) The effect of age misreporting in China on
# the calculation of mortality rates at very high ages. Demography 28(2)
# ----------------------------

#' Coale-Li age heaping index
#'
#' @description This implementation is based largely on the sparse verbal description given in
#' Coale and Li (1991): calculate a two-stage 5-term moving average as a reference pattern, then
#' take ratios with respect to this. Ratios for a given terminal digit can then be averaged to produce
#' an index. This procedure was used in that paper for ages 65-100 for mortality rates.
#' It is probably better suited to rates than counts, but that is not a hard rule.
#'
#' @inheritParams check_heaping_whipple
#' @param terms integer. Length of the (centered) moving average be. Default 5.
#' @param digit integer. Any digit 0-9. Default 0.


#' @details \code{digit} could also be a vector of digits, but the more digits one includes (excepting 0 and 5) the closer the index will get to 1.
#' It is therefore recommended for single digits, or else \code{c(0,5)}.
#' \code{ageMax} is an inclusive upper bound, treated as interval.
#'  If you want ages 20 to 89, then give \code{ageMin = 20} and \code{ageMax = 89}, not 90. By default all available ages greater than or equal to \code{ageMin} are used.
#'
#' @return The value of the index.
#'
#' @references
#' \insertRef{coale1991effect}{DemoTools}
#' @export
#' @examples
#' Age <- 0:99
#' check_heaping_coale_li(pop1m_pasex, Age, 65, 95, 5, 0) # 3.7
#' check_heaping_coale_li(pop1m_pasex, Age, 65, 95, 5, 5) # 3.5 almost just as high

check_heaping_coale_li <-
  function(Value,
           Age,
           ageMin = 60,
           ageMax = max(Age),
           terms = 5,
           digit = 0) {

    stopifnot(length(Age) == length(Value))
    reference <- ma(ma(Value, n = terms), n = terms)

    ratio     <- Value / reference

    # deprecated: make sure tested age range is divisible by 10..
    #	agerange  <- maxAge - minAge
    #	agerange  <- 10 * floor(agerange / 10)
    #	# adjust maxage if necessary
    #	maxAge    <- minAge + agerange

    ind       <- Age >= ageMin & Age <= ageMax
    stopifnot(is_single(Age[ind]))
    stopifnot(sum(ind) >= 10)

    ages      <- max(c(min(Age), ageMin)):min(c(ageMax, max(Age)))
    avgRatios <- tapply(ratio[ind], ages %% 10, mean, na.rm = TRUE)

    # return avg deviation for specified digit(s)
    mean(avgRatios[as.character(digit)])
  }

#' calculate Noumbissi's digit heaping index
#'
#' @description Noumbissi's method improves on Whipple's method by extending its basic principle to all ten digits. It compares single terminal digit numerators to denominators consisting in 5-year age groups centered on the terminal digit of age in question. For example, 9, 19, 29, etc are all of digit 9.

#' @inheritParams check_heaping_whipple
#' @param ageMin lower age used for estimation (inclusive). Default 20
#' @param ageMax upper bound used for estimation (inclusive). Default 50
#' @details  \code{ageMin} and \code{ageMax} are applied to numerator ages, not denominators.
#'  Denominators are always 5-year age groups centered on the digit in question,
#' and these therefore stretch into ages a bit higher or lower than the numerator ages. \code{ageMax} is an inclusive upper bound, treated as interval.
#' If you want ages 20 to 64, then give \code{ageMin = 20} and \code{ageMax = 64}, not 65.
#' @return The value of the index.
#' @references
#' \insertRef{noumbissi1992indice}{DemoTools}
#' \insertRef{spoorenberg2007quality}{DemoTools}
#' @export
#' @examples
#' Age <- 0:99
#' check_heaping_noumbissi(pop1m_pasex, Age, digit = 0) # 2.32
#' check_heaping_noumbissi(pop1m_pasex, Age, digit = 1) # 0.55
#' check_heaping_noumbissi(pop1m_pasex, Age, digit = 2) # 0.73
#' check_heaping_noumbissi(pop1m_pasex, Age, digit = 3) # 0.76
#' check_heaping_noumbissi(pop1m_pasex, Age, digit = 4) # 0.49
#' check_heaping_noumbissi(pop1m_pasex, Age, digit = 5) # 2.08
#' check_heaping_noumbissi(pop1m_pasex, Age, digit = 6) # 0.66
#' check_heaping_noumbissi(pop1m_pasex, Age, digit = 7) # 1.08  7 looks good!
#' check_heaping_noumbissi(pop1m_pasex, Age, digit = 8) # 0.57
#' check_heaping_noumbissi(pop1m_pasex, Age, digit = 9) # 0.59

check_heaping_noumbissi <-
  function(Value,
           Age,
           ageMin = 20 + digit,
           ageMax = ageMin + 30,
           digit = 0) {

    stopifnot(is_single(Age[Age >= (ageMin - 2) & Age <= (ageMax + 2)]))
    stopifnot(length(Age) == length(Value))
    stopifnot(length(digit) == 1)

    numi   <- Age >= ageMin & Age <= ageMax & Age %% 10 %in% digit
    denomi <- shift.vector(numi, -2) |
      shift.vector(numi, -1) |
      numi |
      shift.vector(numi, 1) |
      shift.vector(numi, 2)

    5 * sum(Value[numi]) / sum(Value[denomi])
  }

#' Spoorenberg's total modified Whipple index

#' @description Using the digit-specific modified Whipple's index, this index summarizes
#' all age preference and avoidance effects by taking the sum of the absolute differences between digit-specific Whipple's index and 1 (counting all differences as positive).
#' @inheritParams check_heaping_whipple
#'
#' @details  \code{ageMin} and \code{ageMax} are applied to numerator ages, not denominators. Denominators are always 5-year age groups centered on the digit in question, and these therefore stretch into ages a bit higher or lower than the numerator ages. \code{ageMax} is an inclusive upper bound, treated as interval. If you want ages 20 to 64, then give \code{ageMin = 20} and \code{ageMax = 64}, not 65.
#' @return The value of the index.
#' @references
#' \insertRef{spoorenberg2007quality}{DemoTools}
#' @export
#' @examples
#' Age <- 0:99
#' check_heaping_spoorenberg(pop1m_pasex, Age)

check_heaping_spoorenberg <- function(Value,
                        Age,
                        ageMin = 20,
                        ageMax = 64) {

  stopifnot(length(Age) == length(Value))
  stopifnot(is_single(Age[Age >= (ageMin - 2) & Age <= (ageMax + 2)]))
  digits <- 0:9
  Wi   <- sapply(
    digits,
    check_heaping_noumbissi,
    Value = Value,
    Age = Age,
    ageMin = ageMin,
    ageMax = ageMax
  )
  Wi[is.nan(Wi)] <- 0
  Wtot <- sum(abs(1 - Wi))
  return(Wtot)
}

#' Kannisto's age heaping index
#'
#' @description This age heaping index is used for particular old ages, such as 90, 95, 100, 105, and so forth.
#'
#' @param Value numeric. A vector of demographic counts or rates by single age.
#' @param Age integer. A vector of ages corresponding to the lower integer bound of the counts.
#' @param Agei integer. The age on which the index is centered.
#' @param pow either \code{"exp"} (default) or a power such as 2. See details
#'
#' @details The index looks down two ages and up two ages, so the data must accommodate that range. The denominator is a mean of the counts in the surrounding 5 single ages. The kind of mean can be controlled with the \code{pow} argument. By default, this takes the antilog of the arithmetic mean of the natural log of the five denominator counts. That will fail if one of the counts is equal to 0. In such cases, another power, such as 2 or 10 or 100 may be used, which is more robust to 0s. The higher the power, the closer the result will resemble the default output. If \code{pow=="exp"} but a 0 is detected among the denominator ages, then \code{pow} is assigned a value of 1000. \code{pow=1} would imply an arithmetic mean in the denominator.
#' @return The value of the index.
#'
#' @references
#' \insertRef{kannisto1999assessing}{DemoTools}
#' @export
#'
#' @examples
#'Age <- 0:99
#' check_heaping_kannisto(pop1m_pasex, Age, 90)
#' check_heaping_kannisto(pop1m_pasex, Age, 95)
#' check_heaping_kannisto(pop1m_pasex, Age, 95, pow = 2) # geometric mean in denom
#' check_heaping_kannisto(pop1m_pasex, Age, 95, pow = 1000) # similar, but robust to 0s
#' check_heaping_kannisto(pop1m_pasex, Age, 95, pow = 1) # arithmetic mean in denom
#' pop1m_pasex[Age==95] / mean(pop1m_pasex[Age >= 93 & Age <= 97])
check_heaping_kannisto <- function(Value,
                         Age,
                         Agei = 90,
                         pow = "exp") {

  stopifnot(length(Agei) == 1)
  stopifnot(is_single(Age[Age >= (Agei - 2) & Age <= (Agei + 2)]))
  denomi   <- Age %in% ((Agei - 2):(Agei + 2))

  if (any(Value[denomi] == 0)) {
    pow    <- 1000
  }
  if (pow == "exp") {
    denom  <- exp(mean(log(Value[denomi])))
  } else {
    denom  <- mean((Value[denomi]) ^ (1 / pow)) ^ pow
  }
  Value[Age == Agei] / denom
}

# removed from vignette until this is further investigated.
#### Kannisto
#Note, this does not resemble what is implemented!! add to TODO, I may have hastily implemented the
#Kannisto [@kannisto1999assessing] developed a method to assess the quality of death count data at older ages. Among old persons, mostly two kinds of age error are found to occur: rounding and overstatement. The Kannisto index measures heaping at ages older than 80 by comparing recorded deaths to deaths expected on the basis of numbers at adjacent ages:
#
#		\begin{equation}
#H_x = \frac{D_x}{\hat{D}_x}.
#\end{equation}
#
#where $\hat{D}_x$ is the exponential of
#
#\begin{equation}
#\frac{1}{5}\sum_{y = x-2}^{x+2}\ln D_y.
#\end{equation}
#
#This indicator has the advantage that its significance is easily measurable. Absence of heaping does not result in an indicator close to unity but higher due to the well-known bend of the mortality curve in logarithmic scale. It can me implemented using the `KannistoHeap()` function. This index is calculated for a single age #rather than for a terminal digit.
#
#```{r}
#		Ki <- KannistoHeap(Value = dth5_zigzag, Age = Age, Agei = 90)
#		Ki
#		```

#' Calculate Jdanov's old-age heaping index
#'
#' @description This is a slightly more flexible implementation of Jdanov's formula, with defaults set to match his parameters. The numerator is the sum of (death counts) in ages 95, 100, and 105. The denominator consists in the sum of the 5-year age groups centered around each of the numerator ages. It probably only makes sense to use this with the default values, however. Used with a single age in the numerator, it is almost the same as \code{Noumbissi()}, except here we pick out particular ages, whereas Noumbissi picks out terminal digits.
#'
#' @param Value numeric. A vector of demographic counts by single age.
#' @param Age integer. A vector of ages corresponding to the lower integer bound of the counts.
#' @param Agei integer. A vector of ages to put in the numerator, default \code{c(95,100,105)}.
#'
#' @return The value of the index.
#' @references
#' \insertRef{jdanov2008beyond}{DemoTools}
#' @export
#' @examples
#'Value <-c(8904, 592, 354, 299, 292, 249, 222, 216, 181, 169, 151, 167,
#'		170, 196, 249, 290, 425, 574, 671, 724, 675, 754, 738, 695, 597,
#'		498, 522, 479, 482, 478, 558, 582, 620, 606, 676, 768, 862, 952,
#'		1078, 1215, 1215, 1357, 1470, 1605, 1723, 1782, 1922, 2066, 2364,
#'		2561, 2476, 1674, 1664, 1616, 1808, 3080, 3871, 4166, 4374, 4707,
#'		5324, 5678, 6256, 6382, 6823, 7061, 7344, 8149, 8439, 8308, 8482,
#'		8413, 8157, 7945, 7503, 7164, 7289, 7016, 6753, 6906, 6797, 6624,
#'		6416, 5811, 5359, 4824, 4277, 3728, 3136, 2524, 2109, 1657, 1235,
#'		924, 667, 465, 287, 189, 125, 99, 80, 24, 10, 7, 3, 1, 0, 1,
#'		1, 0, 0)
#'Age <- 0:110
#'check_heaping_jdanov(Value, Age, Agei = c(95,100,105))

check_heaping_jdanov <- function(Value, Age, Agei = seq(95, 105, by = 5)) {

  stopifnot(is_single(Age[Age >= (min(Agei) - 2) &
                            Age <= (max(Agei) + 2)]))
  numi   <- Age %in% Agei

  # this way of doing the denom makes it possible to
  # have duplicate values in the denom, for the case that
  # the numerator ages are closer together than 5. Innocuous otherwise
  denom <- sum(Value[shift.vector(numi,-2)]) +
    sum(Value[shift.vector(numi,-1)]) +
    sum(Value[numi]) +
    sum(Value[shift.vector(numi, 1)]) +
    sum(Value[shift.vector(numi, 2)])

  500 * sum(Value[numi]) / denom

}

#' Induce heaping on terminal digits 0 and 5
#' @description For single age count data, perturb the data in such a way as to induce heaping on ages ending in 0 and 5. This is a common phenomenon that several age heaping evaluation methods are designed to test for. In order to estimate how these methods respond to different degrees of heaping in a systematic way, a function such as  this may be useful. The way this works is purely a guess, and no checks are in place, so use with caution.
#' @details We use pascal weights, \code{c(1,4,6,4,1)} scaled to argument \code{p5} and \code{c(1,6,15,20,15,6,1)} scaled to argument \code{p0} to shift individuals from surrounding ages to ages endings in 5 and 0, respectively. This assumes that ages closer to digits 0 or 5 are more likely to be declared as 0 or 5, that this bias is symmetrical, and that such rounding can come from farther away ages for terminal digit 0 than for 5. The user can also make heaping scale differently for 0s and 5s, but there is no control over the shape of bias.
#' @export
#' @inheritParams check_heaping_bachi
#' @param p0 total size of bias to round to 0s. Default 2.
#' @param p5 total size of bias to round to 5s. Defaults to \code{p0}.
#' @param pdf0 numeric vector of length 7 giving the pdf to apply around 0s.
#' @param pdf5 numeric vector of length 5 giving the pdf to apply around 5s.
#' @param ageMin integer ending in 0 or 5. The lowest age to be heaped upon, default 25.
#' @param ageMax integer ending in 0 or 5. The highest age to be heaped upon, defaults to highest age evenly divisible by 10.
#' @return Value numeric vector perturbed to look like age heaping as happened.
#' @examples
#' # example to show what we're talking about.
#' # pop1m_pasex is already quite heaped:
#' Age <- 0:99
#' A5 <- seq(0,95,by=5)
#' \dontrun{
#' plot(Age,pop1m_pasex)
#' # here it is again, smoothed:
#' smoothed <- graduate_sprague(
#' 		smooth_age_5(pop1m_pasex,
#' 				Age,
#' 				method = "Strong",
#' 				OAG = FALSE,
#' 				young.tail = "Arriaga"),
#' 		Age = A5,
#' 		OAG = FALSE)
#' lines(Age, smoothed)
#' # an OK approximation for testing purposes.
#' points(Age,heapify(smoothed,Age=0:99,1.8,1.1,ageMin=20),pch="x")
#'}

heapify <- function(Value,
                    Age,
                    p0 = 2,
                    p5 = p0,
                    pdf0 = c(1, 6, 15, 20, 15, 6, 1),
                    pdf5 = c(c(1, 4, 6, 4, 1)),
                    ageMin = 25,
                    ageMax = max(Age[Age %% 5 == 0])) {
  # pascal weights
  # x3,x4,x5,x6,x7
  fivepdf <- rescale_vector(pdf5) * p5
  #x7,x8,x9,x0,x1,x2,x3
  tenpdf  <- rescale_vector(pdf0) * p0

  # center ages:

  A10 <- Age[Age %% 10 == 0 & Age >= ageMin & Age <= ageMax]
  A5  <- Age[Age %% 5 == 0 & !Age %in% A10 & Age >= ageMin & Age <= ageMax]

  # rest could happen in a matrix, but this might be clearer to read:
  ai <- sort(c(A5, A10))
  for (a in ai) {
    if (a %% 10 == 0) {
      dist          <- 3
      pdf.i         <- tenpdf * p0
    } else {
      dist          <- 2
      pdf.i         <- fivepdf * p5
    }
    sendi           <- Age >= (a - dist) & Age <= (a + dist)
    Vsend           <- Value[sendi] * pdf.i
    Value[sendi]    <- Value[sendi] - Vsend
    Value[Age == a] <- Value[Age == a] + sum(Vsend)
  }
  Value
}


#' Detect if heaping is worse on terminal digits 0s than on 5s
#'
#' @description Ages ending in 0 often have higher apparent heaping than ages ending in 5. In this case, data in 5-year age bins might show a sawtooth pattern. If heaping occurs in roughly the same amount on 0s and 5s, then it may be sufficient to group data into 5-year age groups and then graduate back to single ages. However, if heaping is worse on 0s, then this procedure tends to produce a wavy pattern in count data, with 10-year periodicity. In this case it is recommended to use one of the methods of \code{smooth_age_5()} as an intermediate step before graduation.
#'
#' @details Data is grouped to 5-year age bins. The ratio of each value to the average of its neighboring values is calculated. If 0s have stronger attraction than 5s then we expect these ratios to be >1 for 0s and <1 for 5s. Ratios are compared within each 10-year age group in the evaluated age range. If in the evaluated range there are at most two exceptions to this rule (0s>5s), then the ratio of the mean of these ratios is returned, and it is recommended to use a smoother method. Higher values suggest use of a more aggressive method. This approach is only slightly different from that of Feeney, as implemented in the \code{smooth_age_5_zigzag_inner()} functions. This is not a general measure of roughness, but rather an indicator of this particular pattern of age attraction.
#' @export
#' @inheritParams heapify
#' @param ageMin integer evenly divisible by 10. Lower bound of evaluated age range, default 40.
#' @param ageMax integer evenly divisible by 5. Upper bound of evaluated age range, defaults to highest age evenly divisible by 10.
#' @return numeric, ratio of 0s to 5s. If > 1 then the pattern is present.
#' @references
#' \insertRef{feeney1979}{DemoTools}
#' Feeney, G. 2013 "Removing "Zigzag" from Age Data," http://demographer.com/white-papers/2013-removing-zigzag-from-age-data/

#' @examples
#' Age <- 0:99
#' A5 <- seq(0,95,by=5)
#' smoothed <- graduate_sprague(
#' 		smooth_age_5(pop1m_pasex,
#' 				Age,
#' 				method = "Strong",
#' 				OAG = FALSE,
#' 				young.tail = "Arriaga"),
#' 		Age = A5,
#' 		OAG = FALSE)
#' # not saw-tooth jagged
#' check_heaping_sawtooth(smoothed, Age)
#' # saw-tooth pattern detected in older ages
#' check_heaping_sawtooth(pop1m_pasex, Age)
#' # heaped, but no 0>5 preference
#' h1 <- heapify(smoothed, Age, p0 = 1, p5 = 1)
#' # heaping progressively worse on 0s than on 5s.
#' h2 <- heapify(smoothed, Age, p0 = 1.2, p5 = 1)
#' h3 <- heapify(smoothed, Age, p0 = 1.5, p5 = .8)
#' h4 <- heapify(smoothed, Age, p0 = 2, p5 = .5)
#'
#' \dontrun{
#' 	plot(Age, smoothed, type='l')
#' 	lines(Age, h1,col="blue")
#' 	lines(Age, h2,col="green")
#' 	lines(Age, h3,col="red")
#' }
#' check_heaping_sawtooth(h1, Age)
#' # 0-preference > 5 pref
#' check_heaping_sawtooth(h2, Age)
#' # increasing values
#' check_heaping_sawtooth(h3, Age)
#' check_heaping_sawtooth(h4, Age,ageMin=35)

check_heaping_sawtooth <-
  function(Value,
           Age,
           ageMin = 40,
           ageMax = max(Age[Age %% 5 == 0]) - 10) {

    # rather than stopifnot() check, just make it work.
    ageMin   <- ageMin - ageMin %% 10
    # group to 5-year ages if not already.
    VH5      <- groupAges(Value, Age, 5)
    A5       <- names2age(VH5)
    # elementwise matched to avg of adjacent values
    adj2     <- avg_adj(VH5)
    # evalauated age range
    ai       <- A5 >= ageMin & A5 <= ageMax
    # matrix of ratios, 0s in row 1, 5s in row 2
    m05      <- suppressWarnings(matrix((VH5 / adj2)[ai], nrow = 2))
    # ensure no recycled values used
    if (sum(ai) %% 2 != 0 | any(is.na(m05))) {
      m05    <- m05[,-ncol(m05)]
    }

    # need rather consistent x0 > x5 pattern
    #if (sum(diff(sign(log(m05))) == -2) < (ncol(m05) - 2)){
    # i.e. it could be very rough still, but not necessarily
    # a regular sawtooth pattern. Possibly a visual assessment needed,
    # since could be real pattern, or other pattern of roughness that also
    # requires smoothing.
    #	return(FALSE)
    #}

    # mean of 0s divided by mean of 5s, that simple.
    1 / ratx(rowMeans(m05, na.rm = TRUE))
  }

#' Evaluate roughness of data in 5-year age groups
#' @description For a given age-structured vector of counts, how rough is data after grouping to 5-year age bins? Data may require smoothing even if there is no detectable sawtooth pattern. It is best to use the value in this method together with visual evidence to gauge whether use of \code{smooth_age_5()} is recommended.
#' @details First we group data to 5-year age bins. Then we take first differences (d1) of these within the evaluated age range. Then we smooth first differences (d1s) using a generic smoother (\code{ogive()}). Roughness is defined as the mean of the absolute differences between \code{mean(abs(d1 - d1s) / abs(d1s))}. Higher values indicate rougher data, and may suggest more aggressive smoothing. Just eyeballing, one could consider smoothing if the returned value is greater than ca 0.2, and values greater than 0.5 already highly recommend it (pending visual verification).
#' @export
#' @inheritParams check_heaping_sawtooth
#' @param ageMin integer evenly divisible by 5. Lower bound of evaluated age range, default 20.
#'
#' @examples
#' Age <- 0:99
#' A5 <- seq(0,95,by=5)
#' smoothed <- graduate_sprague(
#' 		smooth_age_5(pop1m_pasex,
#' 				Age,
#' 				method = "Strong",
#' 				OAG = FALSE,
#' 				young.tail = "Arriaga"),
#' 		Age = A5,
#' 		OAG = FALSE)
#' # not very rough, no need to smooth more
#' check_heaping_roughness(smoothed, Age)
#'  # quite rough, even after grouping to 5-year ages
#' check_heaping_roughness(pop1m_pasex, Age)
#' # heaped, but no 0>5 preference
#' h1 <- heapify(smoothed, Age, p0 = 1, p5 = 1)
#' # heaping progressively worse
#' h2 <- heapify(smoothed, Age, p0 = 1.2, p5 = 1.2)
#' h3 <- heapify(smoothed, Age, p0 = 1.5, p5 = 1.5)
#' h4 <- heapify(smoothed, Age, p0 = 2, p5 = 2)
#' h5 <- heapify(smoothed, Age, p0 = 2.5, p5 = 2)
#'\dontrun{
#'	#cols <- RColorBrewer::brewer.pal(7,"Reds")[3:7]
#'  cols <-  c("#FC9272", "#FB6A4A", "#EF3B2C", "#CB181D", "#99000D")
#'
#' 	plot(A5, groupAges(smoothed), type='l',xlim=c(20,80),ylim=c(0,3e5))
#'	lines(A5, groupAges(h1),col=cols[1])
#' 	lines(A5, groupAges(h2),col=cols[2])
#' 	lines(A5, groupAges(h3),col=cols[3])
#'	lines(A5, groupAges(h4),col=cols[4])
#'	lines(A5, groupAges(h5),col=cols[5])
#'}
#'check_heaping_roughness(smoothed, Age)
#'check_heaping_roughness(h1, Age)
#'check_heaping_roughness(h2, Age)
#'check_heaping_roughness(h3, Age)
#'check_heaping_roughness(h4, Age)
#'check_heaping_roughness(h5, Age)
#'

check_heaping_roughness <-
  function(Value,
           Age,
           ageMin = 20,
           ageMax = max(Age[Age %% 5 == 0])) {

    # rather than stopifnot() check, just make it work.
    ageMin <- ageMin - ageMin %% 5
    # group to 5-year ages if not already.
    VH5    <- groupAges(Value, Age, 5)
    A5     <- names2age(VH5)
    # evalauated age range
    ai     <- A5 >= ageMin & A5 <= ageMax

    d1     <- diff(VH5[ai])
    # compare with something smooth, loess by default.
    d1s    <- agesmth1(Value = d1,
                       Age = A5[ai][-1],
                       OAG = FALSE)

    mean(abs(d1 - d1s) / abs(d1s))
  }
timriffe/DemoTools documentation built on Jan. 28, 2024, 5:13 a.m.