Dear Morphometricians,

I am currently trying to understand the mathematical backgrounds of 
landmark-based geometric morphometrics. Some questions arose that we could 
not answer during discussions in our lab which is why I hope you can help - 
many thanks in advance!

The first question is: What exactly is “Kendall’s shape space”? If I 
understand Kendall’s (1984) statement in Eq. 4 correctly, the shape space 
is a quotient space; the elements are equivalence classes of pre-shapes (a 
fiber on the pre-shape sphere becomes one element in shape space). The 
elements of the equivalence classes have less “coordinates” (vector 
elements) than the original landmark configuration and lie on a 
hyperdimensional sphere with a radius of 1. In Theorem 2 Kendall (1984) 
states that the shape space for triangles is isometric to a 
three-dimensional sphere with a radius of 0.5. The triangles on this sphere 
with a radius of 0.5 are represented by three Cartesian coordinates that 
are calculated from the original landmark configuration (Kendall 1984, 
section 5), whereas the triangles are represented by equivalence classes in 
shape space.
In several publications I now find illustrations of a hemisphere of radius 
1 and a sphere of radius 0.5 (both share one point at the pole); those 
publications usually use the full landmark set. The sphere of radius 0.5 is 
often termed “Kendall’s shape space” (sometimes with a reference to 
triangles, sometimes not). So, how does this fit with the definitions and 
statements in Kendall (1984)? Is there a publication that extends Kendall 
(1984) to the use of full landmark configurations and explains how they are 
(mathematically) related to the sphere with radius 0.5 (for all numbers and 
dimensions of landmarks)? Related to this question: what do the points on 
the sphere of radius 0.5 in those publications look like? Are they 
equivalence classes, full landmark configurations, or 3 cartesian 
coordinates representing triangles? Are they really scaled to unit centroid 
size as the shapes on the pre-shape sphere [= elements of equivalence 
classes in shape space]? 

The second question is: Why do we need a tangent space projection? I 
understand that the superimposed landmark configurations lie on a 
hyper-hemisphere and I know the argument that standard statistical 
procedures need a linear space. Yet, the superimposed landmark 
configurations are matrices or vectors, depending on how they are 
formatted, for which we can compute Euclidean distances. Where exactly do 
the statistical tests go wrong if we use the superimposed landmark 
configurations without tangent space projection and calculate Euclidean 
distances?
If I, for example, think about MANOVAs as suggested by Anderson (2001, 
Austral Ecology), I guess that the mean shapes of the groups need to be 
calculated to be able to calculate the different sums of squares. If the 
mean “shape” is calculated by group-wisely simply calculating the mean of 
each of the coordinates, the resulting mean “shape” of each group lies 
within the hyper-hemisphere of radius 1. So the mean “shape” is not a shape 
because the centroid size is not standardized. Yet, if I got all distance 
calculations correctly (see attached R-script 
“Compare_distance_measures_in_original_and_tangent_space.R”), I find that 
the Euclidean distances between the mean “shapes” inside the 
hyper-hemisphere are slightly closer to the corresponding Procrustes 
distances than the Euclidean distances in tangent space; the Procrustes 
distances have been calculated by rescaling the mean “shapes” to unit 
centroid size followed by determining the arc length between them. If the 
mean “shapes” inside the hyper-hemisphere are rescaled to unit centroid 
size, then the Euclidean distances between them are even closer to the 
Procrustes distances.
In addition, if I simulate groups of landmark configurations, superimpose 
them without and with tangent space projection, and test for significant 
differences between the groups, I feel that the decision on the 
significance of the group differences is correct slightly more often if it 
is based on the superimposed landmark sets without tangent space projection 
(not exhaustively or formally tested; see R-script 
“compare_ProcrustesMANOVA_in_original_and_tangent_space.R”).

And one last, more general question: If all landmark configurations are 
superimposed onto a common mean shape, does this also minimize the 
Procrustes distances (measured as arc length) between all pairs of landmark 
configurations and between the mean shapes of sub-groups of landmark 
configurations? 

Thanks a lot for your insights!

Kind regards
Karo
-- 
Dr. Karolin Engelkes
Institute of Evolutionary Biology and Animal Ecology
University of Bonn

Phone: +49 (0) 228 73 5481

An der Immenburg 1
53121 Bonn
Germany

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Attachment: compare_ProcrustesMANOVA_in_original_and_tangent_space.R
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Attachment: Compare_distance_measures_in_original_and_tangent_space.R
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