On 18/11/2022 5:06 pm, 'F. James Rohlf' via Morphmet wrote:
I wonder whether it would help to be more strict about the use of the word "bias". There is the statistical meaning where there is a problem with the statistical estimate estimate being used. Must have to treat and correct for that differently than if the problem is that the investigator is making the measurements themselves incorrectly.

With a statistic one can investigate properties assuming various statistical distributions. Not sure how to investigate theoretically the effect of an investigator who systematically measures something a little differently than intended or at least differently from other investigators working on the same or similar material. They are effectively measuring a different variable.  Suggestions for a different word?

Hi Jim and all,
I've been following the discussion and several interesting points which have been raised this far. About wording, in my mind, "systematic differences" is probably a quite "neutral" (and current) wording to describe differences between operators, devices, or other source which produces a variation in multivariate mean. As others have suggested, depending on the context other, less neutral, wording may also be appropriate.
Best,
Carmelo


--
==================
Carmelo Fruciano
Italian National Research Council (CNR)
IRBIM Messina
http://www.fruciano.org/
==================


-------- Original message --------
From: Mike Collyer <[email protected]>
Date: 11/8/22 1:16 PM (GMT-05:00)
To: andrea cardini <[email protected]>
Cc: [email protected]
Subject: Re: [MORPHMET2] Measurement error in geometric morphometrics

Dear Andrea,

I have to argue against one of your points.

Nevertheless, I could miss a bias, but if ME has an Rsq of, say, less than 1/30 of individual variation within species, when I test species the bias will be negligible. This is, if I am correct, what you implied when wrote that "one can argue that if measurement error is very small, then randomness and homogeneity across groups are less of an issue”.

If we come full-circle to Philipp’s first point — that choice of individuals can mislead one’s interpretation — I believe it is  dangerous to use a value of Rsq to conclude systematic ME (bias) is negligible.  I hope I can demonstrate this with an example (in R).

To set this up, I create 10 shapes based on a template that is a square.  I then add a digitizing bias by shifting two of the four landmarks (plus some random error).

 > # Create 10 specimens
 >
 > coords1 <- lapply(1:10, function(.) mat + rnorm(8, sd = 1))
 >
 > # Add digitizing bias for each, shifting two landmarks a little right
 > # plus add a little random error
 >
 > coords2 <- lapply(coords1, function(x)
+   x + matrix(c(0, 0, 1.5, 0, 0, 0, 1.5, 0), 4, 2, byrow = T) + rnorm(8, sd = 0.1))
 >
 > # string together and test for ME
 >
 > lmks <- simplify2array(c(coords1, coords2))
 > GPA <- gpagen(lmks, print.progress = FALSE)
 > ind <- factor(c(rep(1:10, 2)))
 > summary(procD.lm(coords ~ ind, data = GPA))

Analysis of Variance, using Residual Randomization
Permutation procedure: Randomization of null model residuals
Number of permutations: 1000
Estimation method: Ordinary Least Squares
Sums of Squares and Cross-products: Type I
Effect sizes (Z) based on F distributions

           Df      SS       MS     Rsq    F      Z Pr(>F)
ind        9 1.54733 0.171926 0.94906 20.7 5.5944  0.001 **
Residuals 10 0.08306 0.008306 0.05094
Total     19 1.63039
---
Signif. codes:  0 ‘***’ 0.001 ‘**’ 0.01 ‘*’ 0.05 ‘.’ 0.1 ‘ ’ 1

Call: procD.lm(f1 = coords ~ ind, data = GPA)



If we plot PC scores, the systematic bias is obvious:



 > # plot PC scores, with lines showing systematic ME
 >
 > PCA <- gm.prcomp(GPA$coords)
 > plot(PCA, pch = 19, asp = 1, col = rep(1:2, each = 10))
 >
 > for(i in 1:10) {
+   points(rbind(PCA$x[i,], PCA$x[10 + i,]),
+          type = "l",
+          lty = 3)
+ }

PastedGraphic-1.tiff

So one might see the bias in the plot and the 5% ME — if we want to call it that based on Rsq in the ANOVA — might be too high for one’s comfort.  But now let's repeat the process on 10 specimens using instead of a square template, a long rectangle.


 > # Now add some more individuals to the mix, perhaps from
 > # a much differently shaped species (long rectangle, not square)
 > # using the same strategy
 >
 > mat3 <- matrix(c(0, 0, 50, 0, 0, 5, 50, 5), 4, 2, byrow = T)
 > coords3 <- lapply(1:10, function(.) mat3 + rnorm(8, sd = 1))
 > coords4 <- lapply(coords3, function(x)
+   x + matrix(c(0, 0, 1.5, 0, 0, 0, 1.5, 0), 4, 2, byrow = T) + rnorm(8, sd = 0.1))
 >
 >
 > lmks <- simplify2array(c(coords1, coords2, coords3, coords4))
 > GPA <- gpagen(lmks, print.progress = FALSE)
 > ind <- factor(c(rep(1:10, 2), rep(11:20, 2)))
 > summary(procD.lm(coords ~ ind, data = GPA))

Analysis of Variance, using Residual Randomization
Permutation procedure: Randomization of null model residuals
Number of permutations: 1000
Estimation method: Ordinary Least Squares
Sums of Squares and Cross-products: Type I
Effect sizes (Z) based on F distributions

           Df     SS       MS     Rsq     F      Z Pr(>F)
ind       19 4.9087 0.258351 0.98567 72.39 8.8918  0.001 **
Residuals 20 0.0714 0.003569 0.01433
Total     39 4.9801
---
Signif. codes:  0 ‘***’ 0.001 ‘**’ 0.01 ‘*’ 0.05 ‘.’ 0.1 ‘ ’ 1

Call: procD.lm(f1 = coords ~ ind, data = GPA)
 >
 >
 > PCA <- gm.prcomp(GPA$coords)
> P <- plot(PCA, pch = c(rep(19, 20), rep(20, 20)), asp = 1, col = rep(rep(1:2, each = 10), 2))
 >
 > for(i in 1:10) {
+   points(rbind(PCA$x[i,], PCA$x[10 + i,]),
+          type = "l",
+          lty = 3)
+ }

PastedGraphic-2.tiff


Note that the corresponding 10 vectors are shown in this PC plot as in the first, but 20 more values have been added (the cluster of points to the right).  The mean is no longer the mean of 20 square-like shapes, but is the mean of 40 rectangles, with the square-like shapes now having negative PC scores in the plot.  Square shapes and long rectangle shapes are clearly separated in this plot.  Here is a transformation grid (scaled 1x) for the approximate middle of the points on the left:

PastedGraphic-3.png

and the same for the cluster of points on the right:

PastedGraphic-4.png

But let’s pay attention to the same 20 configurations in both plots.  Now the systematic ME is clearly associated with the first PC, which is also representing more of the overall shape variation, and the signal remains even though the ANOVA results suggest this is no big deal (1.4 % of variation).  Worse, the bias now appears to be associated with, e.g., species differences.

The bias in this example did not become negligible in spite of changing the sample, and in spite of a conclusion to the contrary that might be made with ANOVA results.  Again, evaluating the relative portion of variance explained (especially if based on dispersion of points, alone) is dangerous, and a comforting statistic should not be sufficient evidence to not worry about a systematic measurement error.

Best,
Mike


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