[R-sig-ME] Distributional assumptions + case studies (was: Random or Fixed effects appropriate?)

Douglas Bates bates at stat.wisc.edu
Thu Apr 10 00:28:33 CEST 2008


On 4/9/08, Douglas Bates <bates at stat.wisc.edu> wrote:
> On 4/9/08, Andrew Robinson <A.Robinson at ms.unimelb.edu.au> wrote:
>  > Hi Reinhold,
>
>  >  On Wed, Apr 09, 2008 at 05:45:54PM +0200, Reinhold Kliegl wrote:
>  >  > I think this is a reasonable summary.
>
>  >  > You were not clear on how you plan to use the conditional modes (i.e.,
>  >  > your point 1).  Please keep in mind that conditional modes are not
>  >  > independent "observations" like a group mean or within-group effect or
>  >  > slope, simply because shrinkage correction uses all data. Also, for
>  >  > example, their correlations (i.e., between intercept and x for units
>  >  > of C) are typically not identical to the estimated model correlations
>  >  > displayed in the random-effects part (see also the Bates quote in my
>  >  > last comment).
>
>  >  > In analyses of reaction times (using subjects and items as crossed
>  >  > random factors; carried out with Mike Masson and Eike Richter, 2007),
>  >  > model-based estimates of correlations among random effects revealed
>  >  > "clearer" patterns than the correlations between means and effects
>  >  > computed for each subject (as they should, given that they were
>  >  > corrected for unreliability). Unlike for fixed-effects estimates,
>  >  > however, estimates of correlations among random effects were quite
>  >  > susceptible to violations of distributional assumptions for the
>  >  > residuals--up to a change in the sign of the correlation!
>
>  >  This is a very interesting observation, and one that I suspect should
>  >  not be buried in an email.  Can you tell us more about it?  In my
>  >  workshops, I spend a lot of time focusing on the use of diagnostics to
>  >  check distributional assumptions.  It would be fabulous to be able to
>  >  identify a case study in which getting the distributional assumptions
>  >  was so clearly important.
>
>  >  More generally, I wonder if it might be worth collecting such a set of
>  >  case studies with clear and thorough analyses and wrapping them in a
>  >  document.  It seems to me that it would answer the request made by
>  >  Iasonas Lamprianou recently.
>
>  >  I'd be happy to coordinate such an effort, so long as the
>  >  contributions were in LaTeX and Sweave.  I know my students would
>  >  benefit from it :)
>
>  >  Is there any interest in such an idea, from potential conributors or
>  >  (equally importantly) potential users?
>
>
> I certainly would be delighted to have such a collection made
>  available and would be happy to have it hosted on
>  http://lme4.r-forge.r-project.org/ if that seemed suitable.
>
>  I would also recommend some of the examples in chapter 7 of Haarald

(Sorry Harald - I got carried away doubling the a's in your name.)

>  Baayen's new book "Analyzing Linguistic Data: A Practical Introduction
>  to Statistics using R"
>
>  # Paperback: 368 pages
>  # Publisher: Cambridge University Press; 1 edition (March 17, 2008)
>  # Language: English
>  # ISBN-10: 0521709180
>  # ISBN-13: 978-0521709187
>
>
>
>  >  > As far as
>  >  > the use of conditional modes is concerned, the absolute values of
>  >  > correlations between conditional modes were always larger than the
>  >  > corresponding model estimates.
>  >  >      In simulations, the model estimates of correlations recovered the
>  >  > "true" variances and correlations, even after random deletion of 50%
>  >  > of the data, but the variance of the conditional modes always
>  >  > underestimated the true variance and the difference between model
>  >  > estimate and correlation based on conditional modes increased with the
>  >  > absolute magnitude of the correlation. In other words, conditional
>  >  > modes underestimated the variance and exaggerated covariances and
>  >  > correlations of random effects in these simulations. The shrinkage in
>  >  > variance reflects the contribution of the likelihood in the
>  >  > computation of the conditional modes.  In summary, according to these
>  >  > simulations, the model estimates of correlations among random effects
>  >  > are fine; the computed correlations based on conditional modes may
>  >  > serve a useful heuristic function for further analyses but must be
>  >  > handled with care.
>  >  >
>  >  > Best
>  >  > Reinhold
>  >  >
>  >  > On Wed, Apr 9, 2008 at 11:21 AM, Nick Isaac <njbisaac at googlemail.com> wrote:
>  >  > > Dear all,
>  >  > >
>  >  > >  Thanks for the comments and apologies for not providing more
>  >  > >  information. I (mis)judged it would be better to discuss the issue
>  >  > >  abstractly. There should be enough levels to estimate the variance of
>  >  > >  C and at least one other random effect:
>  >  > >
>  >  > >  Number of obs: 1242, groups: D, 269; C, 64; B, 8; A, 3
>  >  > >
>  >  > >  My interpretation of comments by all three respondents is as follows:
>  >  > >  1) extracting the random effects/BLUPs/conditional modes is reasonable
>  >  > >  in general
>  >  > >  2) a taxonomy might be considered fixed or random, depending on the
>  >  > >  question and the number of units/levels
>  >  > >  3) In my case, it would be better to use the conditional modes for x|C
>  >  > >  than to fit x*C as an interaction term.
>  >  > >
>  >  > >  Best wishes, Nick
>  >  > >
>  >  > >
>  >  > >
>  >  > >
>  >  > >  On 08/04/2008, Andrew Robinson <A.Robinson at ms.unimelb.edu.au> wrote:
>  >  > >  > On Tue, Apr 08, 2008 at 07:10:16PM +0200, Reinhold Kliegl wrote:
>  >  > >  >  > >  My dataset has one continuous normally-distributed fixed effect and
>  >  > >  >  > >  four random effects that are nested (in fact, it is a taxonomy). For
>  >  > >  >  > >  simplicity, I've removed the variable names, so the dataset has the
>  >  > >  >  > >  following structure:
>  >  > >  >  > >
>  >  > >  >  > >  y ~ x | A/B/C/D
>  >  > >  >  > It would be good to know how many units/levels you have for each of
>  >  > >  >  > your four random effects. Those with fewer than, say, five, are good
>  >  > >  >  > candidates for being specified as fixed effects. Think how many
>  >  > >  >  > observations you need to get a stable estimate of a variance!
>  >  > >  >  >
>  >  > >  >  > >  lmer( y ~ x + (1|A) + (1|B) + (1|C) + (1|D) + C + x:C) #error:
>  >  > >  >  > >  Downdated X'X is not positive definite, 82
>  >  > >  >  > You cannot include C both as a random and a fixed effect
>  >  > >  >
>  >  > >  >
>  >  > >  >
>  >  > >  > I do not believe that this is generally true.  See, for example,
>  >  > >  >
>  >  > >  >  > require(lme4)
>  >  > >  >  > (fm1 <- lmer(Reaction ~ Days + Subject + (Days|Subject),  sleepstudy))
>  >  > >  >
>  >  > >  >  Therefore I am uncertain as to how you can draw this conclusion
>  >  > >  >  without more information about the design (which the poster really
>  >  > >  >  should have provided).
>  >  > >  >
>  >  > >  >
>  >  > >  >
>  >  > >  >  > >  lmer( y ~ x + (1|A) + (1|B) + (1|C) + (1|D) + x:C) #gives sensible results
>  >  > >  >  > If this gives sensible results, I suspect you have very few levels of
>  >  > >  >  > C, say, 2 or 3?
>  >  > >  >  > In this case, definitely specify C and x and their interaction as
>  >  > >  >  > fixed effects, e.g.:
>  >  > >  >  > lmer( y ~ x*C + (1|A) + (1|B)  + (1|D)
>  >  > >  >  >
>  >  > >  >  > The following may not apply to your case, but it might: Sometimes
>  >  > >  >  > people think that a nested/taxonomic design implies a random effect
>  >  > >  >  > structure (e.g., schools, classes, students). This is not true. If you
>  >  > >  >  > have only a few units for each factor, you are better off to specify
>  >  > >  >  > it as a fixed-effects rather than a random-effects taxonomy. (Of
>  >  > >  >  > course, you lose generalizability, but if you want this you should
>  >  > >  >  > make sure you have sample that provides a basis for it.)
>  >  > >  >
>  >  > >  >
>  >  > >  > I can see the sense behind this position but sometimes a few units are
>  >  > >  >  all that is available, and including them in a model as fixed effects
>  >  > >  >  muddies the statistical waters, especially if they are the kinds of
>  >  > >  >  effects that a model user will be unlikely to naturally condition upon.
>  >  > >  >
>  >  > >  >  I do agree that if there are problems with model fitting and/or
>  >  > >  >  interpretation when the design is rigorously followed, then a more
>  >  > >  >  flexible approach can and should be adopted, and appropriate
>  >  > >  >  allowances must be made.
>  >  > >  >
>  >  > >  >
>  >  > >  >  > The interpretation of conditional modes (formerly knowns as BLUPs,
>  >  > >  >  > that is "predictions") is a tricky business, especially with few
>  >  > >  >  > units per levels.
>  >  > >  >
>  >  > >  >
>  >  > >  > Sorry, I think I've missed something.  In what sense are the
>  >  > >  >  conditional modes formerly known as BLUPs?
>  >  > >  >
>  >  > >  >  Andrew
>  >  > >  >
>  >  > >  >
>  >  > >  >  --
>  >  > >  >  Andrew Robinson
>  >  > >  >  Department of Mathematics and Statistics            Tel: +61-3-8344-6410
>  >  > >  >  University of Melbourne, VIC 3010 Australia         Fax: +61-3-8344-4599
>  >  > >  >  http://www.ms.unimelb.edu.au/~andrewpr
>  >  > >  >  http://blogs.mbs.edu/fishing-in-the-bay/
>  >  > >  >
>  >  > >
>  >
>  >  --
>  >  Andrew Robinson
>  >  Department of Mathematics and Statistics            Tel: +61-3-8344-6410
>  >  University of Melbourne, VIC 3010 Australia         Fax: +61-3-8344-4599
>  >  http://www.ms.unimelb.edu.au/~andrewpr
>  >  http://blogs.mbs.edu/fishing-in-the-bay/
>  >
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