Package 'ratematrix'

Title: Bayesian Estimation of the Evolutionary Rate Matrix
Description: The Evolutionary Rate Matrix is a variance-covariance matrix which describes both the rates of trait evolution and the evolutionary correlation among multiple traits. This package has functions to estimate these parameters using Bayesian MCMC. It is possible to test if the pattern of evolutionary correlations among traits has changed between predictive regimes painted along the branches of the phylogenetic tree. Regimes can be created a priori or estimated as part of the MCMC under a joint estimation approach. The package has functions to run MCMC chains, plot results, evaluate convergence, and summarize posterior distributions.
Authors: Daniel Caetano [aut, cre], Luke Harmon [aut]
Maintainer: Daniel Caetano <[email protected]>
License: GPL (>= 2.0)
Version: 1.2.4
Built: 2024-11-04 05:05:27 UTC
Source: https://github.com/Caetanods/ratematrix

Help Index


Data and phylogenetic tree for Anolis lizards

Description

See description of the data in Caetano and Harmon (2018). Measurements are log-transformed. Morphological data was compiled from Pinto et al. (2008), Mahler (2010), and Moreno-Arias and Calderon-Espinosa (2016). "Limb_length" data is a composite measurement calculated from the sum of the parts of the front limb.

Usage

data(anoles)

Format

A list with a dataframe with the morphological data ($data) and a list of stochastic mapped trees with three regimes "island", "mainland" and "mainland.2" ($phy.map).

References

Moreno-Arias, R. A., and M. L. Calderon-Espinosa. 2016. Patterns of morphological diversification of mainland Anolis lizards from northwestern South America. Zool J Linn Soc 176:632–647.

Pinto, G., D. L. Mahler, L. J. Harmon, and J. B. Losos. 2008. Testing the island effect in adaptive radiation: rates and patterns of morphological diversification in Caribbean and mainland Anolis lizards. Proc Biol Sci 275:2749–2757.

Mahler, D. L., L. J. Revell, R. E. Glor, and J. B. Losos. 2010. Ecological Opportunity and the Rate of Morphological Evolution in the Diversification of Greater Antillean Anoles. Evolution 64:2731–2745.


Data and phylogenetic tree for Centrarchidae fishes

Description

Data from Revell and Collar (2009). Measurements are log-transformed and size-corrected.

Usage

data(centrarchidae)

Format

A list with a dataframe with the morphological data ($data) and a 'Simmap' format tree with the regime of "narrow_diet" and "wide_diet" mapped on the tree ($phy.map).

Source

http://datadryad.org/resource/doi:10.5061/dryad.4t157/1

References

Revell, L. J., and D. C. Collar. 2009. Phylogenetic Analysis of the Evolutionary Correlation Using Likelihood. Evolution 63:1090–1100.

Revell, L. J. 2013. Ancestral character estimation under the threshold model from quantitative genetics. Evolution 68(3):743–759.


Performs convergence tests

Description

Make convergence test for the MCMC chain. We STRONGLY recommend doing at least two independent searches to test convergence. Please see 'Details' for more information.

Usage

checkConvergence(...)

Arguments

...

posterior(s) distribution(s) of parameter estimates. This can be a single MCMC chain or multiple independent chains from the same model. The type of convergence analysis will be dependent on the number of MCMC chains provided as input. See 'Details'.

Details

Function performs convergence tests using the potential scale reduction factor (Gelman's R) or the Heidelberger test. The Gelman's R test will be performed if two or more MCMC chains are provided as input. If only one MCMC chain is provided, then the function will perform the Heidelberger test (and print a message about it).

Multiple chains need to be replicates of the same analysis (e.g., multiple runs of the 'ratematrixMCMC' function with the same set of arguments and, in the best scenario, with varying starting points). We recommend users to perform the Gelman's R test by providing two or more independent MCMC chains with different starting points. This test is more robust than the Heidelberger test. The advantage of the Heidelberger test is that it can be used with a single MCMC chain, so it can be useful for a preliminary test prior to running a full convergence analysis with multiple chains. (Our experience shows that performing the Heidelberger test alone can return false convergence results.) Convergence can also be investigated using the 'logAnalizer' and 'computeESS'.

The 'Gelman's R' test is based on the potential scale reduction factor which is expected to be equal to 1 when convergence is achieved. If you see values close to 1 (e.g., ~1.01 to 1.05) it means that you just need to get more samples from the MCMC (see 'continueMCMC' function). See more information about each of these tests in the references below and in the documentation for the functions 'coda::gelman.diag' and 'coda::heidel.diag', both from the package 'coda'.

Value

The format of the output depends of the type of test performed. The Gelman's R test will return a list with two elements. The first element is a list with the results for the potential scale reduction factor for the root values and the evolutionary rate matrices. The test for the R matrices is performed element by element, the names of the columns show the number of the row and column for each element. The length of this list will depend on the number of rate regimes fitted to the phylogenetic tree. The Heidelberger test also returns a list with two elements, the first element is a table with one column for the root values and each evolutionary rate matrix regime fitted to the tree. The colnames show the type of diagnostic used, the values are whether the test passed or not. The second element of the list, independent of the type of convergence test, is a estimate of the Effective Sample Size for each parameter of the model.

Author(s)

Daniel S. Caetano and Luke J. Harmon

References

Gelman, A and Rubin, DB (1992) Inference from iterative simulation using multiple sequences, Statistical Science, 7, 457-511.

Heidelberger, P and Welch, PD (1983) Simulation run length control in the presence of an initial transient. Opns. Res., 31, 1109-44.

Examples

data(centrarchidae)
handle1 <- ratematrixMCMC(data=centrarchidae$data, phy=centrarchidae$phy.map, gen=10000
                          , dir=tempdir())
posterior1 <- readMCMC(handle1, burn=0.25, thin=10)
handle2 <- ratematrixMCMC(data=centrarchidae$data, phy=centrarchidae$phy.map, gen=10000
                          , dir=tempdir())
posterior2 <- readMCMC(handle2, burn=0.25, thin=1)
## Note that these are short chains used here as example only.
## A convergence test using 'Gelman's R' calculated from two independent MCMC chains.
checkConvergence(posterior1, posterior2)

Compute the ESS for the MCMC samples

Description

Computes the Effective Sample Size (ESS) for the parameters of the model from the MCMC samples.

Usage

computeESS(mcmc, p)

Arguments

mcmc

Posterior distribution object. Same as output from 'readMCMC' function.

p

Number of evolutionary rate matrix regimes fitted to the phylogenetic tree.

Details

Function uses 'coda' function 'effectiveSize' to compute the ESS for each of the parameters of the model separatelly. Values for the ESS is too low indicates poor mixing for the parameter of the model.

Value

A list object with the ESS value for the root, evolutionary rates, and evolutionary correlations among the traits.

Author(s)

Daniel Caetano and Luke Harmon

Examples

library( ratematrix )
data( centrarchidae )
## Run multiple MCMC chains.
handle.list <- lapply(1:4, function(x) ratematrixMCMC(data=centrarchidae$data
                      , phy=centrarchidae$phy.map, gen=10000, dir=tempdir()) )
## Read all to a list
posterior.list <- lapply(handle.list, function(x) readMCMC(handle = x, burn = 0.5))
## Merge all posteriors.
merged.four <- mergePosterior(posterior.list)
## Compute the ESS for the merged posterior:
ess <- computeESS(mcmc=merged.four, p=2)

Continue unfinished MCMC chain or add more generations

Description

Function to continue an unfinished MCMC chain or to append more generations to a previously finished MCMC. It works by reading the last state of the chain and the tunning parameters of the previous chain, then restarting it from this step.

Usage

continueMCMC(handle, add.gen = NULL, save.handle = TRUE, dir = NULL)

Arguments

handle

the output of 'ratematrixMCMC'.

add.gen

number of generations to be added to a finished chain. If 'NULL' (default), the function will only continue unfinished chains.

save.handle

whether to save the updated 'handle' object to the directory. This can overwrite the previous handle file.

dir

an optional path to the output files. See 'Details'.

Details

The function will append the new generations to the same files created by the prior run of the 'ratematrixMCMC' function. The function will, by default, search for files in the same directory of the previous run (see 'handle$dir'). However, you can provide a new path (relative or absolute path) to the argument 'dir'. The path provided to 'dir' will override the path pointed by 'handle$dir'. The new 'handle' output from 'continueMCMC' will have an updated total number of generations and will also update the directory path, if required.

Value

Function will write the parameter values for each generation and the log to files. The new generations will be appended to the same files created by 'ratematrixMCMC'.

Author(s)

Daniel S. Caetano and Luke J. Harmon

Examples

## Continue unfinished run.
data(centrarchidae)
handle <- ratematrixMCMC(data=centrarchidae$data, phy=centrarchidae$phy.map, gen=10000
                         , dir=tempdir())
## Now add generations to the same MCMC chain.
handle.add <- continueMCMC(handle=handle, add.gen=10000)

Time estimate to complete a MCMC chain

Description

Estimate time minimum time needed to run the MCMC.

Usage

estimateTimeMCMC(data, phy, gen, eval.times = 5, singlerate = FALSE)

Arguments

data

a matrix with the data. Each column is a different trait and species names need to be provided as rownames (rownames(data) == phy$tip.label).

phy

a phylogeny of the class "simmap" with the mapped regimes for two or more R regimes OR a phylogeny of the class "phylo" for a single regime. The number of evolutionary rate matrices fitted to the phylogeny is equal to the number of regimes in 'phy'. Regime names will also be used.

gen

number of generations of the complete MCMC chain. This is used to create the time estimate for the analysis.

eval.times

number of replicates to compute the likelihood (default is 5). A time average across replicates will be used in order to account for the uncertainty associated with computing times.

singlerate

whether the function should fit a single regime and ignore the number of regimes painted to the tree (default is FALSE).

Details

Function will estimate the time based on the computation of the log-likelihood, prior density, and the Jacobian of the proposal step. The time estimated is a minimum bound based on the processing power of the current computer. Running the MCMC in different computers might change the time. Other factors, such as writing the posterior samples to large files, can influence the time to run the MCMC.

Value

Function returns a numeric value with the time estimate in hours and prints a message to the screen with the result.

Author(s)

Daniel S. Caetano and Luke J. Harmon


Extract the posterior distribution of evolutionary correlation

Description

Function extracts the posterior distribution of evolutionary correlation among traits.

Usage

extractCorrelation(post)

Arguments

post

a posterior distribution object as returned by the function 'readMCMC' or a merged posterior generated by 'mergePosterior'.

Details

Returns a list with length equal to the number of regimes. Each list element is composed by a matrix with trait correlation types in the columns and the evolutionary correlations for each sample at the rows.

One can plot the correlation values using boxplots and compare their distribution. Pairwise statistical tests across the samples is also possible.

Value

a list with the posterior distribution of evolutionary correlations among traits. If the data is a 2x2 matrix then the object will be a matrix and each regime will be a column of this matrix.

Author(s)

Daniel Caetano and Luke Harmon

Examples

data( centrarchidae )
handle <- ratematrixMCMC(data=centrarchidae$data, phy=centrarchidae$phy.map
                         , gen=10000, dir=tempdir())
posterior <- readMCMC(handle, burn = 0.2, thin = 1)
## Get the correlations:
cor.list <- extractCorrelation(post = posterior)
## Plot the results:
class( cor.list ) ## In this case we have a matrix.
boxplot(cor.list, names = c("Regime 1", "Regime 2"))
## Same example with more traits.
data( anoles )
handle <- ratematrixMCMC(data=anoles$data[,1:3], phy=anoles$phy
                         , gen=5000, dir=tempdir())
anole_post <- readMCMC(handle, burn = 0.2, thin = 1)
## Get the correlations:
cor.anole <- extractCorrelation(post = anole_post)
## Plot the results:
class( cor.anole ) ## In this case we have a list!
names( cor.anole ) ## Each element is a regime.
## We can plot the regimes in separate.
boxplot(cor.anole$island)
boxplot(cor.anole$mainland)

Fast implementation of stochastic mapping.

Description

Make a stochastic map simulation conditioned on a Markov matrix 'Q' and a vector of root probabilities 'pi'.

Usage

fastSimmap(
  tree,
  x,
  Q,
  pi = "equal",
  mc.cores = 1,
  max_nshifts = 200,
  silence = FALSE
)

Arguments

tree

a phylogenetic tree of class 'phylo'.

x

a named vector with the states observed at the tips of the tree.

Q

a Markov transition matrix for the Markov Model. This needs to be provided and the user can estimate such matrix from the observed data using any of a multitude of methods.

pi

Should be 'equal' or 'madfitz'. A numeric vector of prior probabilites for each state with length equal to the number of states in the data is also accepted. The order of the vector needs to be the same as the columns of Q.

mc.cores

same as in 'parallel::mclapply'. This is used to make multiple simulations (controlled with the argument 'nsim') by calling 'parallel::mclapply'.

max_nshifts

allocate the max number of events in any given branch. See 'Details'.

silence

if function should skip data format checks tests and stop printing messages.

Details

This function is a simplification of Revell's 'phytools::make.simmap' function. Here the stochastic mapping is performed conditioned on a given Markov matrix and a vector of probabilities for the root node. This allows users to fit the Mk model using any preferred method and use this function to perform the stochastic mapping on the tree.

The function returns a single stochastic map in the 'simmap' format. In order to get multiple simulations, simply call this function multiple times using 'lapply', see 'Examples'.

The prior probabilities at the root can be set to "equal" (i.e., all states have the same probability to be observed at the root) or to "madfitz" (i.e., state probabilities follow the likelihood of the Mk model).

The argument 'max_nshifts' controls the size of the "memory buffer" that records the number of state changes in any given branch of the phylogeny. It DOES NOT influence the outcome of the stochastic character map simulations. Set this value to a high enough number (i.e., more changes that can possibly happen at any given branch). If the limit is reached the function will print a message and return a value of 0.0 instead of the stochastic map. If that happens, simply increase the number of 'max_nshifts' and run again. This is only a limitation of the computer algorithm used to speed up the simulation and DOES NOT affect the results in any way.

The reduced time is accomplished by using compiled code to perfom simulations ( C++ ). All calculations are the same as Revell's original function.

If some of the states in the transition matrix "Q" are not present among the observed tips of the phylogeny the function will return some warning messages. The stochastic mapping will work properly however. Please check that ALL states among the tips of the phylogeny are represented on some of the columns (and rows) of the transition matrix "Q".

Note that if root probabilities are set by the user, the element "$logL" of the output list object will be the log-likelihood for the model computed with equal root probabilities for each state. This value is not used in any computation and only displayed as a reference. This issue will likely not be fixed.

Value

A stochastic mapped phylogeny of class 'simmap' or a value of 0 if 'max_nshifts' is reached. Please see 'Details'.

Author(s)

Daniel Caetano

Examples

## Load data
data(anoles)
area <- setNames(object = as.character(anoles$data$area), nm = rownames(anoles$data))
phy <- mergeSimmap(phy = anoles$phy[[1]], drop.regimes = TRUE)
## Define a transition matrix. This can be estimated using MLE or MCMC.
## Building one as an example.
Q <- matrix(0.0007, nrow = 2, ncol = 2)
diag(Q) <- diag(Q) * -1
colnames(Q) <- unique(area)
## Generate 10 stochastic mappings using lapply:
maps <- lapply(1:10, function(x) fastSimmap(tree = phy, x = area, pi = "equal", Q = Q))
## Now using a simple for loop.
maps <- vector(mode = "list", length = 10)
for( i in 1:10 ) maps[[i]] <- fastSimmap(tree = phy, x = area, pi = "equal", Q = Q)

Extract sample from MCMC to use as starting point for another MCMC

Description

Extract last sample from a previous MCMC analysis performed using either 'ratematrixMCMC' or 'ratematrixJointMCMC' to use as the starting point state for another MCMC analysis (also using 'ratematrixMCMC' or 'ratematrixJointMCMC', respectivelly). The number of traits and number of regimes need to be the same between the MCMC runs (the phylogeny and the configuration of the regimes can be changed).

Usage

getStartPointFromPosterior(handle, dir = NULL)

Arguments

handle

the output object from the 'ratematrixMCMC' or 'ratematrixJointMCMC' functions.

dir

directory with the output files. If 'NULL' (default), then files are read from the directory chosen when running the MCMC chain using the argument 'dir' of the 'ratematrixMCMC' or 'ratematrixJointMCMC' functions (stored on handle). Otherwise function will read files from 'dir'.

Details

This function can be used to replicate multiple MCMC runs starting from another MCMC. It can also be used to continue a MCMC chain from its last point, because it was was terminated prematurely or did not converge. Also see 'continueMCMC'. Note that 'continueMCMC' will not work with 'ratematrixJointMCMC' analyses, but this function does.

Value

a sample from the posterior of a previous analysis to be used as the 'start' argument for the 'ratematrixMCMC' or 'ratematrixJointMCMC' functions.

Author(s)

Daniel S. Caetano and Luke J. Harmon

Examples

## Load data
data(anoles)
## Run MCMC. This is just a very short chain.
phy <- mergeSimmap(anoles$phy[[1]], drop.regimes = TRUE) ## Turn simmap into phylo.
traits <- anoles$data[,c(1,2)] ## The continuous traits
## The predictor data.
pred <- setNames(object = as.character(anoles$data$area), nm = rownames(anoles$data))
handle <- ratematrixJointMCMC(data_BM = traits, data_Mk = pred, phy = phy
                              , gen = 1000, dir = tempdir())
## Load posterior distribution, make plots and check the log.
posterior <- readMCMC(handle, burn=0.25, thin=1)
plotRatematrix(posterior)
plotRootValue(posterior)
## Start another MCMC from the last sample of the previous one.
st_pt <- getStartPointFromPosterior(handle = handle)
handle_new <- ratematrixJointMCMC(data_BM = traits, data_Mk = pred, phy = phy
                                  , start = st_pt, gen=1000, dir=tempdir())
post_new <- readMCMC(handle_new, burn=0.25, thin=1)
plotRatematrix(post_new)
plotRootValue(post_new)

Likelihood function for the multivariate Brownian motion model

Description

Returns the log-likelihood for the multivariate Brownian motion model with 1 or more rate regimes mapped to the tree.

Usage

likelihoodFunction(data, phy, root, R)

Arguments

data

a matrix with the data. Species names need to be provided as rownames (rownames(data) == phy$tip.label).

phy

a phylogeny of the class "simmap" with the mapped regimes or "phylo" for a single rate model.

root

a numeric vector with the root value (phylogenetic mean).

R

a matrix or a list of matrices. If 'R' is a matrix then the likelihood for a single regime is calculated. If 'R' is a list of matrices, then each matrix will be fitted to a regime in 'phy' and the length of the list need to match the number of regimes fitted to the tree.

Details

If two or more rate regimes are mapped to the phylogenetic tree, then the function calculates the likelihood using the new prunning algorithm adapted to fit multiple rate regimes. The prunning algorithm is implemented in C++ using 'Rcpp' and 'RcppArmadillo'. Otherwise the function uses the three point algorithm (Ho and Ané, 2014) to make calculations for the single regime case.

Value

The log likelihood for the multivariate Brownian motion model.

Author(s)

Daniel S. Caetano and Luke J. Harmon

References

Ho, L. S. T. and Ané, C. (2014). "A linear-time algorithm for Gaussian and non-Gaussian trait evolution models". Systematic Biology *63*(3):397-408.

Examples

data( centrarchidae )
root <- colMeans( centrarchidae$data )
Rlist <- list( rbind(c(0.5, 0.1),c(0.1,0.5)), rbind(c(0.5, 0),c(0,0.5)) )
likelihoodFunction(data = centrarchidae$data, phy = centrarchidae$phy.map, root = root
                   , R = Rlist)
## Get the likelihood for a single regime model:
phy.single <- mergeSimmap(phy = centrarchidae$phy.map, drop.regimes = TRUE)
Rsingle <- rbind(c(0.5, 0.1),c(0.1,0.5))
likelihoodFunction(data = centrarchidae$data, phy = phy.single, root = root, R = Rsingle)

Make analysis of the log file of the MCMC chain

Description

Reads the log file produced by the 'ratematrixMCMC' function. Calculates acceptance ratio and shows the trace plot. Check the function 'computeESS' to compute the Effective Sample Size of the posterior distribution.

Usage

logAnalyzer(
  handle,
  burn = 0,
  thin = 1,
  show.plots = TRUE,
  print.result = TRUE,
  dir = NULL
)

Arguments

handle

the output object from the 'ratematrixMCMC' function.

burn

the proportion of burn-in. A numeric value between 0 and 1.

thin

the number of generations to skip when reading the posterior distributionfrom the files. Since the files contain each step of the sampler, one can check the posterior with different 'thin' values without the need of reanalyses.

show.plots

whether to show a trace plot of the log-likelihood and the acceptance ratio. Default is TRUE.

print.result

whether to print the results of the acceptance ratio to the screen. Default is TRUE.

dir

the directory where to find the log file. If set to 'NULL' (default), the function will search for the files in the same directory that the MCMC chain was made (stored in handle$dir).

Details

The log shows the acceptance ratio for the parameters of the model and also for each of the phylogenies provided to the 'ratematrixMCMC' function (if more than one was provided as input). Also see function 'ratematrixMCMC' for a brief discussion about acceptance ratio for the parameters in 'Details'.

The acceptance ratio is the frequency in which any proposal step for that parameter was accepted by the MCMC sampler. When this frequency is too high, then proposals are accepted too often, which might decrease the efficiency of the sampler to sample from a wide range of the parameter space (the steps are too short). On the other hand, when the acceptance ratio is too low, then the steps of the sampler propose new values that are often outside of the posterior distribution and are systematically rejected by the sampler. Statisticians often suggest that a good acceptance ratio for a MCMC is something close to '0.24'. Our experience is that acceptance ratios between 0.15 and 0.4 will work just fine. Much lower or higher than this might create mixing problems or be too inefficient.

If you provided a list of phylogenies to the MCMC chain, then the sampler will randomly sample one of these phylogenies and use it to compute the likelihood of the model at each step of the MCMC. The pool of trees and/or regime configurations provided effectivelly works as a prior distribution. It is important to note that this is not equivalent to a joint estimation of the comparative model of trait evolution and phylogenetic tree, since the moves proposed by the MCMC chain are restricted to the parameters of the phylogenetic comparative model. Some of the phylogenies provided in the pool might be accepted more than others during the MCMC. When this happens, the acceptance ratio for a given tree, or set of trees, will be relativelly lower when compared to the rest. This means that the information presented in such a tree (or trees) is less represented in the posterior distribution than other trees. If this issue happens, we advise users to investigate whether these trees show a different pattern (potentially biologically informative) when compared to the other set of trees. Additionally, one might also repeat the analysis with these trees in separate in order to check whether parameters estimates are divergent.

Value

A named vector with the acceptance ratio for the whole MCMC and each of the parameters of the model. If a list of phylogenetic trees was provided to the MCMC chain, then the output is a list with the acceptance ratio for the parameters and a table showing the frequency in which each of the phylogenies was accepted in a move step.

Author(s)

Daniel S. Caetano and Luke J. Harmon

Examples

## Load data
data(centrarchidae)
## Run MCMC. This is just a very short chain.
handle <- ratematrixMCMC(data=centrarchidae$data, phy=centrarchidae$phy.map, gen=10000
                         , dir=tempdir())
## Load posterior distribution, make plots and check the log.
posterior <- readMCMC(handle, burn=0.1, thin=10)
plotRatematrix(posterior)
logAnalyzer(handle, burn=0.1, thin=10)

Generate prior distributions for the multivariate Brownian motion model

Description

Generates prior densities for the MCMC sampler.

Usage

makePrior(
  r,
  p,
  den.mu = "unif",
  par.mu,
  den.sd = "unif",
  par.sd,
  unif.corr = TRUE,
  Sigma = NULL,
  nu = NULL
)

Arguments

r

number of traits in the model.

p

number of evolutionary rate matrix regimes fitted to the phylogeny.

den.mu

one of "unif" (uniform prior, default) or "norm" (normal prior).

par.mu

the parameters for the prior density on the vector of phylogenetic means. Matrix with 2 columns and number of rows equal to the number of traits (r). When the density ('den.mu') is set to "unif" then par.mu[,1] is the minimum values and par.mu[,2] is the maximum values for each trait. When the density is set to "norm" then par.mu[,1] is the mean values and par.mu[,2] is the standard deviation values for the set of normal densities around the vector of phylogenetic means.

den.sd

one of "unif" (uniform prior, default) or "lnorm" (log-normal prior).

par.sd

the parameters for the density of standard deviations. Matrix with 2 columns and number of rows equal to the number of evolutionary rate matrix regimes fitted to the phylogenetic tree (p). When "den.sd" is set to "unif", then 'par.sd[,1]' (the minimum) need to be a vector of positive values and 'par.sd[,2]' is the vector of maximum values. When "den.sd" is set to "lnorm" then 'par.sd[,1]' is the vector of log(means) for the density and 'par.sd[,2]' is the vector of log(standard deviations) for the distributions. If there is only one regime fitted to the tree, then 'par.sd' is a vector with length 2 (e.g., c(min, max)).

unif.corr

whether the correlation structure of the prior distribution on the Sigma matrix is flat. This sets an uniformative prior (as uninformative as possible) to the evolutionary correlations among the traits.

Sigma

the scale matrix to be used as a parameter for the inverse-Wishart distribution responsible for the generation of the correlation matrices. Need to be a list of matrices with number of elements equal to the number of evolutionary rate regimes fitted to the phylogeny, in the case of a single regime, this needs to be a matrix (not a list). The scale matrix is somewhat analogous to the mean of a normal distribution. Thus, if 'Sigma' show strong positive correlation among traits, then the distribution generated by the prior will vary around positive correlations. This parameter will be ignored if 'unif.corr' is set to TRUE.

nu

the degrees of freedom parameter for the inverse-Wishart distribution. Need to be a numeric vector with length equal to the number of evolutionary rate matrix regimes fitted to tree. Larger values of 'nu' will make the prior distribution closer around 'Sigma' and small values will increase the variance. This parameter is analogous to the variance parameter of a normal distribution, however, it has an inverted relationship.

Details

This function is integrated within the 'ratematrixMCMC' function that runs the MCMC chain. However, this implementation allows for more control over the prior distribution for the analysis. The prior functions produced here can be easily passed to the 'ratematrixMCMC' function. See examples and more information in the 'ratematrixMCMC' function.

One can use the output of this function in order to sample from the prior using the 'samplePrior' function. A sample from the prior can be set as the starting point of the MCMC sampler.

Independent priors are defined for the phylogenetic mean, the vector of standard deviations and the structure of correlation, allowing for a wide range of configurations. Priors for the phylogenetic mean and the standard deviations can be uniform or normal (lognormal in the case of the standard deviations). The prior on the matrix of correlations is distributed as an inverse-Wishart and can be set to a marginally uniform prior or to be centered around a given variance-covariace matrix.

The prior for the model has two elements, one is the vector of phylogenetic means (or the root values) and the other is the evolutionary rate matrices (the vcv matrices for the rate of the multivariate BM model). The vector of root values can be distributed as any continuous distribution. In this implementation the two options are the uniform and the normal distribution. On the other hand, the prior distribution for the rate matrices need to be more elaborated. Here we divide the variance-covariance matrix into two elements, a correlation matrix and a vector of standard deviations. Standard deviations can be modelled as any continuous distrbuted of positive values. Here we use a uniform or a log-normal distribution. The correlation matrix need to be derived from a distribution of covariance matrices known as the inverse-Wishart. The inverse-Wishart is controlled by two parameters; the scale matrix (Sigma) and the degrees of freedom (nu). Any variance-covariance matrix can be used as the scale matrix. To set a marginally uniform prior for the correlation structure of the evolutionary rate matrices sampled for the model one need to set 'Sigma' as an identity matrix and 'nu' as the dimension of the matrix +1. This is performed automatically by the function when the option 'unif.corr' is set to TRUE.

Value

List of density functions to compute the log prior probability of parameter values.

Author(s)

Daniel S. Caetano and Luke J. Harmon

Examples

data( centrarchidae )
## Set the limits of the uniform prior on the root based on the observed traits
data.range <- t( apply( centrarchidae$data, 2, range ) )
## Set a reasonable value for the uniform prior distribution for the standard deviation.
## Here the minimum rate for the traits is 0 and the maximum is 10 ( using 'sqrt(10)' to
##      transform to standard deviation).
## Note that we need to use a matrix with dimension dependent on the number of traits.
par.sd <- cbind(c(0,0), sqrt( c(10,10) ))
prior <- makePrior(r = 2, p = 2, den.mu = "unif", par.mu = data.range, den.sd = "unif"
                   , par.sd = par.sd)
## Running a very short chain, it will not converge:
handle <- ratematrixMCMC(data=centrarchidae$data, phy=centrarchidae$phy.map, prior=prior
                         , gen=5000, dir=tempdir())
posterior <- readMCMC(handle, burn = 0.2, thin = 1)
plotRatematrix( posterior )

Merge posterior distributions

Description

Join two or more independent MCMC chains from the same data and phylogenetic trees by appending them together into a single chain.

Usage

mergePosterior(...)

Arguments

...

any number of posterior distributions as produced by the function 'readMCMC'.

Value

A merged posterior distribution in the same format.

Author(s)

Daniel S. Caetano and Luke J. Harmon

Examples

data( centrarchidae )
## Run multiple MCMC chains.
handle.list <- lapply(1:4, function(x) ratematrixMCMC(data=centrarchidae$data
                      , phy=centrarchidae$phy.map, gen=10000, dir=tempdir()) )
## Read all to a list
posterior.list <- lapply(handle.list, readMCMC)
## Merge all posteriors in the list.
merged.four <- mergePosterior(posterior.list)
## Merge some of the posteriors.
merged.two <- mergePosterior(posterior.list[[1]], posterior.list[[3]])

Merge two or more regimes of a 'simmap' tree

Description

Function will merge stochastic mapped regimes together to form a new regime. This can be used to decrease the number of regimes in the phylogeny. Additionally, the function can drop all regimes and return a phylogeny of the class 'phylo'.

Usage

mergeSimmap(phy, merge.regimes = NULL, new.regime = NULL, drop.regimes = FALSE)

Arguments

phy

a phylogeny of the 'simmap' format.

merge.regimes

a vector with the names of the regimes to be merged.

new.regime

the name of the new regime.

drop.regimes

whether to simply drop all information about the regimes and return a phylogeny of class 'phylo'.

Details

The distribution of the regimes across the tree will not change. The function only modify the labels of the regimes such that two or more regimes become one (with a new label).

Function takes the elements of the 'merge.regimes' vector and collapse all those regimes into a single one. The branch length associated with 'merge.regimes' are summed and assigned to the regime correspondent to the first element of the 'merge.regimes' vector. Then this new regime is renamed as 'new.regime'.

If the original phylogeny has only two regimes or if 'drop.regimes' is set to TRUE, then the output will be of class 'phylo' with no regime information.

Value

A phylogeny of the format 'simmap' with merged regimes or a phylogeny of class 'phylo' with no regime information.

Author(s)

Daniel S. Caetano and Luke J. Harmon

Examples

library( phytools ) ## Need phytools for this example.
data(centrarchidae)
plot( centrarchidae$phy.map )
class( centrarchidae$phy.map )
## Now drop all regime information:
no.regime.phy <- mergeSimmap(centrarchidae$phy.map, drop.regimes=TRUE)
plot( no.regime.phy )
class( no.regime.phy )
## Create a new regime with three states:
dt <- c(rep( c("water","earth"), each=10 ), rep("fire", times=7))
names(dt) <- no.regime.phy$tip.label
map.phy <- phytools::make.simmap(tree=no.regime.phy, x=dt)
plot( map.phy )
## Merge two regimes:
merged.phy <- mergeSimmap(phy=map.phy, merge.regimes=c("water","earth"), new.regime="mud")
plot( merged.phy )

Plot the prior distribution used in the MCMC analysis

Description

Function plots the prior distribution used in the MCMC analysis.

Usage

plotPrior(handle, n = 1000, root = FALSE, color = "black", ...)

Arguments

handle

the output object from the 'ratematrixMCMC' function.

n

number of samples from the prior to be plotted (default is 1000).

root

whether to plot the prior for the root value instead of the evolutionary rate matrix (default is FALSE).

color

color for the plot (default is "black").

...

other parameters to be passed to the function 'plotRatematrix' or 'plotRootValue'. See help page for list of possible parameters.

Details

Function will make a plot of the prior for the evolutionary rate matrix by default. One can plot the prior for the root value instead by setting 'root' to TRUE.

The prior distribution often has a different range of parameter values when compared to the posterior distribution. Depending on the prior configuration the range of the prior can be orders of magnitude larger than the posterior distribution. In this case, it is important to observe the scale of the x axis when comparing the prior and the posterior distribution. One can use the 'set.xlim' parameter to restrict the x axis for plotting the prior to be similar to the posterior distribution. However, often the region of parameter space of the posterior distribution has a low likelihood under the prior. This results in problems to take samples from that region to make the plot. This problem can be identified when the 'set.xlim' argument is changed and the plot shows only a few samples.

Value

A plot similar to 'plotRatematrix'.

Author(s)

Daniel S. Caetano and Luke J. Harmon


Plot the distribution of evolutionary rate matrices

Description

Generates a plate with plots showing the posterior distribution of evolutionary rate matrices.

Usage

plotRatematrix(
  chain,
  p = NULL,
  colors = NULL,
  set.xlim = NULL,
  set.leg = NULL,
  l.cex = 0.7,
  ell.wd = 0.5,
  alphaOff = 1,
  alphaDiag = 1,
  alphaEll = 1,
  hpd = 100,
  show.zero = FALSE,
  n.lines = 50,
  n.points = 200,
  point.matrix = NULL,
  point.color = NULL,
  point.wd = 0.5
)

Arguments

chain

the posterior distribution of parameter estimates as produced by 'readMCMC' or samples from the prior using 'samplePrior'..

p

a numeric vector with the regimes to be plotted. This parameter can be used to subset the rate regimes to be plotted as well as to control the order of the plotting. If 'NULL' (default), then all rate regimes are plotted in the same order as in the data.

colors

a vector with colors for each rate regime with length equal to the number of regimes or to the number of regimes provided to the argument 'p'. If not provided the function will use pre-selected colors up to 8 regimes.

set.xlim

user limits for the x axes. Need to be a vector with two elements, the minimum and the maximum.

set.leg

user defined legends for the trait names. A character vector with same length as the number of traits in the model.

l.cex

the 'cex' parameter for legends of the plot. See 'help(par)' for more information on 'cex'. Default is 0.7 .

ell.wd

a number for the width of the ellipse lines. Default is 0.5 .

alphaOff

a number between 0 and 1 with the transparency of the color used for the off-diagonal plots. Default is 1.

alphaDiag

a number between 0 and 1 with the transparency of the color used for the diagonal plots. Default is 1.

alphaEll

a number between 0 and 1 with the transparency of the color used for the lines of the ellipse plots. Using transparency in the lines might enhance the visualization of regions with more or less density of samples. Default is 1.

hpd

a number between 0 and 100 to set the proportion of the highest posterior density (HPD) to be highlighted in the plot.

show.zero

whether to plot a thin blue line showing the position of the 0 value on the histograms.

n.lines

number of lines to be displayed in the ellipse plots. Default is 50 lines.

n.points

number of points used to approximate the shape of the ellipses.

point.matrix

optional argument. A list of variance-covariance matrices with length equal to p. If p=NULL then length need to be equal to the number of rate regimes fitted to the data. Each element of the list will be plotted as a single line on top of the distribution of parameter estimates.

point.color

optional argument. A vector with color names for the matrices set in 'point.matrix'. The vector need to have same length as 'point.matrix. If not provided, the colors of the lines will be equal to the colors of the distribution (argument 'colors').

point.wd

optional argument. The width of the lines plotted using 'point.matrix'. Default is 0.5 .

Details

The function provides the option to plot a single evolutionary rate matrix on top of the posterior distribution of each regime as a vertical line on the upper-diagonal and diagonal histogram plots and as an ellipse on the lower-diagonal plots. This can be set using the argument 'point.matrix' (as well as the 'point.color' and 'point.wd' options). One can use this option to contrast the posterior with some point estimate or summary statistics.

Colors can be provided either as color names recognized by R-base plot functions or in the HEX format.

The lines showed by the ellipse plots (lower-diagonal) are a sample from the posterior distribution. The user can set the number of lines plotted using the argument 'n.lines'. Note that more lines will take more time to plot.

The 'hpd' argument can be used to set some regions of the plot to be colored in white. For example, if 'hpd=95' the histograms will plot the region outside the 95% HPD (Highest Posterior Density) in white and ellipse lines will only be showed if within this 95% HPD interval. If the region chosen is too small (~10% or lower), the plot might return an error. This happens because the function take random samples from the posterior distribution to plot as ellipse lines and exclude the samples that are outside the defined HPD interval. If this happens, try to choose a more inclusive percentage or increase the number of samples taken for the ellise lines (see argument 'n.lines') or repeat the plot until sucessful. [A better solution for this issue will be provided soon.] The default is 100 (no highlight is performed and ellipse lines are not restricted).

The plots are divided into three groups. Upper-diagonal plots show histograms with the posterior distribution for the covariance values between each pairwise combination of the traits. Plot in the diagonal show histograms with the posterior distribution of evolutionary rates for each trait. Plots on the lower-diagonal slots show a collection of ellipses sampled from the posterior distribution of the model. Each ellipse line represents a bivariate distribution for the 95
Lower-diagonal plots are ideal to visualize the evolutionary correlation and variance between two traits. The orientation of the ellipses show whether there is a positive, negative or lack of correlation (horizontal or vertical orientation) between traits. The shape of the ellipses show the major axis of variation between traits. A 'cigar-shaped' ellipse indicates that one of the traits show faster evolutionary rates than the other, so one axis of variation is much larger than the other whereas a more circular (round) ellipse is a result of comparable rates of evolution between the two traits. A completely circular shape denotes lack of evolutionary correlation between two traits. It might help to understand the meaning of the ellipses lines by imagining each ellipse line marks the spread of the dots in a scatterplot with data generated with a particular covariance value (i.e., the covariance value the ellipse is representing).

Value

A plate with a grid of plots with dimension equal to the number of traits fitted to the data.

Author(s)

Daniel S. Caetano and Luke J. Harmon


Plot posterior distribution of root values for the traits

Description

Plot the posterior distribution of root values sampled from the MCMC analysis or samples from the prior distribution.

Usage

plotRootValue(
  chain,
  color = "black",
  set.xlab = NULL,
  set.cex.lab = 1,
  set.cex.axis = 1.5,
  set.xlim = NULL,
  hpd = 100,
  mfrow = 1,
  vline.values = NULL,
  vline.color = NULL,
  vline.wd = NULL,
  show.zero = FALSE
)

Arguments

chain

the posterior distribution loaded from the files using 'readMCMC' or samples from the prior generated with the 'samplePrior' function.

color

the color for the histograms.

set.xlab

a vector with legends for the x axes. If 'NULL' (default), the names are 'trait_1' to 'trait_n".

set.cex.lab

the cex value for the labels (default is 1).

set.cex.axis

the cex value for the axes numbers (default is 1.5).

set.xlim

the xlim for the plot. Need to be a vector with the lower and higher bound.

hpd

the Highest Posterior Density interval to highlight in the plot. Parameter values outside this interval will be colored in white. A numeric value between 0 and 100 (default is 100).

mfrow

the number of rows to use in the figure (default is 1).

vline.values

numeric values for plotting vertical lines. Can be a single value recycled for each of the plots or a vector with length equal to the number of traits.

vline.color

character vector with colors for the vertical lines. Can be a single color if length of 'vline.values' is 1 otherwise need to have length equal to the number of traits.

vline.wd

numeric value for the width of the vertical lines. Can be a single value if length of 'vline.values' is 1 otherwise need to have length equal to the number of traits.

show.zero

whether a vertical line should be plotted showing the position of the value 0 in the plot.

Value

A plot with the posterior density of root values or distribution of root values sampled from the prior.

Author(s)

Daniel S. Caetano and Luke J. Harmon

Examples

data( centrarchidae )
dt.range <- t( apply( centrarchidae$data, 2, range ) )
## The step size for the root value can be set given the range we need to sample from:
w_mu <- ( dt.range[,2] - dt.range[,1] ) / 10
par.sd <- cbind(c(0,0), sqrt( c(10,10) ))
prior <- makePrior(r=2, p=2, den.mu="unif", par.mu=dt.range, den.sd="unif", par.sd=par.sd)
prior.samples <- samplePrior(n = 1000, prior = prior)
start.point <- samplePrior(n=1, prior=prior)
## Plot the prior. Red line shows the sample from the prior that will set the starting 
##      point for the MCMC.
plotRatematrix(prior.samples, point.matrix = start.point$matrix, point.color = "red"
               , point.wd = 2)
plotRootValue(prior.samples)
handle <- ratematrixMCMC(data=centrarchidae$data, phy=centrarchidae$phy.map, prior=prior
                         , gen=10000, w_mu=w_mu, dir=tempdir())
posterior <- readMCMC(handle, burn = 0.2, thin = 10)
## Again, here the red line shows the starting point of the MCMC.
plotRatematrix( posterior, point.matrix = start.point$matrix, point.color = "red"
               , point.wd = 2)
plotRootValue(posterior)

Print method for the "ratematrix_multi_chain" class.

Description

Print method for the "ratematrix_multi_chain" class.

Usage

## S3 method for class 'ratematrix_multi_chain'
print(x, ...)

Arguments

x

The object.

...

Additional arguments. Not used here.

Details

Print information about object.


Print method for the "ratematrix_multi_mcmc" class.

Description

Print method for the "ratematrix_multi_mcmc" class.

Usage

## S3 method for class 'ratematrix_multi_mcmc'
print(x, ...)

Arguments

x

The object.

...

Additional arguments. Not used here.

Details

Print information about object.


Print method for the "ratematrix_prior_function" class.

Description

Print method for the "ratematrix_prior_function" class.

Usage

## S3 method for class 'ratematrix_prior_function'
print(x, ...)

Arguments

x

The object.

...

Additional arguments. Not used here.

Details

Print information about object.


Print method for the "ratematrix_prior_sample" class.

Description

Print method for the "ratematrix_prior_sample" class.

Usage

## S3 method for class 'ratematrix_prior_sample'
print(x, ...)

Arguments

x

The object.

...

Additional arguments. Not used here.

Details

Print information about object.


Print method for the "ratematrix_single_chain" class.

Description

Print method for the "ratematrix_single_chain" class.

Usage

## S3 method for class 'ratematrix_single_chain'
print(x, ...)

Arguments

x

The object.

...

Additional arguments. Not used here.

Details

Print information about object.


Print method for the "ratematrix_single_mcmc" class.

Description

Print method for the "ratematrix_single_mcmc" class.

Usage

## S3 method for class 'ratematrix_single_mcmc'
print(x, ...)

Arguments

x

The object.

...

Additional arguments. Not used here.

Details

Print information about object.


ratematrix.

Description

Package to estimate the evolutionary rate matrix for multiple regimes fitted to the phylogenetic tree using Bayesian Markov-chain Monte Carlo.


Estimate the evolutionary rate matrix together with the regimes using Markov-chain Monte Carlo

Description

Function runs a MCMC chain to estimate the posterior distribution of the evolutionary rate matrix (R) and the root value (phylogenetic mean). Prior distribution and starting state for the chain can be chosen among pre-defined options or manually set by the user using accompanying functions (see function 'makePrior' for more information). User NEED to provide a directory to write the files (See 'Details'). Use dir="." option to write files to the current directory or provide a name of a folder to be created.

Usage

ratematrixJointMCMC(
  data_BM,
  data_Mk,
  phy,
  prior_BM = "uniform_scaled",
  prior_Mk = "uniform",
  par_prior_Mk = c(0, 100),
  Mk_model = "SYM",
  root_Mk = "madfitz",
  smap_limit = 1e+06,
  start = "prior_sample",
  start_Q = NULL,
  gen = 1e+06,
  burn = 0.25,
  thin = 100,
  v = 50,
  w_sd = 0.2,
  w_q = 0.2,
  w_mu = 0.5,
  prop = c(0.05, 0.3, 0.3, 0.175, 0.175),
  dir = NULL,
  outname = "ratematrixJointMCMC",
  IDlen = 5,
  save.handle = TRUE
)

Arguments

data_BM

a matrix with the data. Species names need to be provided as rownames (rownames(data) == phy$tip.label). Each column is a different trait. Names for the columns are used as trait labels. If labels are not provided, the function will use default labels.

data_Mk

a named vector with the discrete data for the tips. Species names need to be provided as names for the vector. States are used to estimate the Markov model for the predictor regimes and perform stochastic mapping simulations.

phy

a phylogeny of the class "phylo". Here the stochastic maps will be simulated together with the MCMC estimation. The regimes will follow the data provided as 'data_Mk'.

prior_BM

the prior densities for the multivariate Brownian motion model. Must be one of "uniform", "uniform_scaled" (the default, see 'Details'), "empirical_mean", or the output of the "makePrior" function. See more information on 'makePrior' and in the examples below.

prior_Mk

the prior density for the Markov model for the predictor regimes. Must be one of "uniform" or "exponential" (default is "uniform").

par_prior_Mk

either a numeric vector with length 2 with the min and max for the uniform prior when 'prior_Mk = "uniform"' or a single value for the rate of the exponential distribution when 'prior_Mk = "exponential"'.

Mk_model

the Markov model fitted to the predictor regimes and to make the stochastic map simulations. One of "SYM" for symmetrical rates (default value), "ARD" for all rates different, or "ER" for equal reates.

root_Mk

the root type for the Mk model for the predictor regimes. Can be one of "madfitz" (default) or "equal".

smap_limit

the maximum number of times that a stochastic map for a given branch can be attempted. If the simulation is not finished by this number of trials then the stochastic map is rejected. If set to '0' then there is no limit. The default value is 1e6.

start

the starting state for the MCMC chain. Must be one of "prior_sample" (the default), "mle", or a sample from the prior generated with the "samplePrior" functions.

start_Q

A matrix with the starting state for the Q matrix. Default is 'NULL' and the Q matrix is sampled from its prior distribution.

gen

number of generations for the chain.

burn

the fraction of the chain for the burnin (not written to file). A numeric value between 0 and 1 (i.e., 0 means no burnin). The final number of posterior samples is equal to "(gen*burn)/thin".

thin

the number of generations to be skipped between each sample of the posterior. The final number of posterior samples is equal to "(gen*burn)/thin".

v

value for the degrees of freedom parameter of the inverse-Wishart proposal distribution for the correlation matrix. Smaller values provide larger steps and larger values provide smaller steps. (Yes, it is counterintuitive.) This needs to be a single value applied to all regimes or a vector with the same length as the number of regimes.

w_sd

the multiplying factor for the multiplier proposal on the vector of standard deviations. This can be a single value to be used for the sd of all traits for all regimes or a matrix with number of columns equal to the number of regimes and number of rows equal to the number of traits. If a matrix, then each element will be used to control the correspondent width of the standard deviation.

w_q

the multiplying factor for the multiplier proposal on the transition matrix for the Markov model fitted to the predictor traits. Need to be a single value.

w_mu

value for the width of the sliding window proposal for the vector of root values (phylogenetic mean). This can be a single value to be used for the root value of all traits or a vector of length equal to the number of traits. If a vector, then each element will be used as the width of the proposal distribution for each trait in the same order as the columns in 'data'. When 'prior="uniform_scaled"' (the default) this parameter is computed from the data.

prop

a numeric vector of length 5 with the proposal frequencies for each parameter of the model. The vector need to sum to 1. Values are i this order: phylogenetic mean (prop[1]), standard deviations (prop[2]), correlation matrix (prop[3]), transition matrix (Mk) (prop[4]), and stochastic maps (prop[5]). Default value is 'c(0.050, 0.300, 0.300, 0.175, 0.175)'.

dir

path of the directory to write the files. Has no default value (due to RCran policy). The path can be provided both as relative or absolute. It should accept Linux, Mac and Windows path formats.

outname

name for the MCMC chain (default is 'ratematrixMCMC'). Name will be used in all the files alongside a unique ID of numbers with length of 'IDlen'.

IDlen

length of digits of the numeric identifier used to name output files (default is 5).

save.handle

whether the handle for the MCMC should be saved to the directory in addition to the output files.

Details

The MCMC chain works by proposing values for the evolutionary rate matrices (R) fitted to the tree and the vector of root values (or phylogenetic mean). The proposal for the R matrices works by separating the variance-covariance matrix into a correlation matrix and a vector of standard deviations and making independent proposals for each. This scheme is called the 'separation strategy' and significantly improves the mix of the chain and also provide a intuitive distinction between the evolutionary correlation among the traits (correlation matrix) and the rates of evolution (standard deviation vector). The proposal for the root values are made all in a single step.

The function will print a series of messages to the screen. Those provide details of the setup of the chain, the unique identifier for the files and the log-likelihood of the starting value of the chain. Up to now these messages cannot be disabled.

DIRECTORY TO WRITE FILES: User need to specify the directory to write the files. Use "." to write to the current directoy. Or, for example, use "MCMC_files" to create the folder "MCMC_files" in the current directory. RCran policy prohibits the package to automaticaly write to the current directory.

DEFAULT PRIOR: The default prior distribution ('uniform_scaled') is composed by a uniform distribution on the root values with range equal to the range observed at the tip data. The size of the window used at each proposal step for the root values is equal to the width of the prior divided by 10 units. For the evolutionary rate matrix, this prior sets a uniform distribution on the correlations (spanning all possible correlation structures) and also a uniform distribution on the vector of standard deviations. The limits of the prior on the standard deviation is computed by first doing a quick Maximum Likelihood estimate of each trait under a single rate BM model and using the results to inform the magnitude of the rates. This default prior distribution might not be the best for your dataset. Keep in mind that the default behavior of the MCMC is to draw a starting point from the prior distribution. Please check the 'makePrior' function for more information on priors and how to make a custom prior distribution.

SAMPLE OF TREES: The MCMC chain can integrate the phylogenetic uncertainty or the uncertainty in the rate regimes by randomly sampling a phylogenetic tree from a list of trees. To activate this option, provide a list of 'simmap' or 'phylo' trees as the 'phy' argument. The MCMC will randomly sample a tree each proposal step. Check the 'logAnalyzer' function for more information.

MCMC DOES NOT START: It is possible that the starting point shows a very low likelihood value, resulting in the collapse of the chain. This might be a result of a random sample from a very unlikely region of the prior. We suggest that another sample of the prior is taken or that the user make a more suitable prior using the function 'makePrior'.

MCMC DOES NOT CONVERGE OR MIX: If the MCMC is taking too long to converge then the parameters of the chain might not be good for your data. First check the 'logAnalyzer' function as well as the 'computeESS'. The recommended acceptance ratio is ~ 0.24, if it is too high, then the step size of the proposals might be too small, try increasing the step size. In contrast, low acceptance ratio might be due to step sizes too large. Try to decrease the size of the steps. If the effective sample size (ESS) for the chain (see 'checkConvergence' and 'computeESS' functions) is to low for some parameter, then try to increase the proportion of times that the parameter is proposed in the MCMC.

CANNOT FIND THE POSTERIOR: The function writes the posterior into two files: The '.log' file has the log-likelihood and information about which phylogeny was used, which parameter was proposed and whether the step was accepted or not. The '.mcmc' file has the posterior for the parameters of the model. Those are identified by a name for the chain set by "outname" and an unique series of numbers set by "IDlen". Note that you will need the handle object provided as the output for the function (or saved to the directory if 'save.handle' is TRUE) to be able to load, plot and analyze the posterior distribution.

Value

Function returns the 'handle' object and writes the posterior distribution and log as files in the directory (see 'dir'). The handle is a list with the details of the MCMC chain. It is composed by: *k* the number of traits; *p* the number of R regimes fitted to the tree; *ID* the unique identifier of the run; *dir* the directory where the posterior and log files were saved; *outname* the name for the chain; *trait.names* a vector with the label for the traits; *regime.names* a vector with the label for the rate regimes; *data* the data used in the analysis; *phy* a single phylogeny or the list of phylogenies; *prior* a list with the prior functions; *start* a list with the starting parameters for the chain; *gen* the number of generations for the chain; *mcmc.par* a list with the tunning parameters for the MCMC.

Author(s)

Daniel S. Caetano and Luke J. Harmon

References

Revell, L. J., and L. J. Harmon. 2008. Testing quantitative genetic hypotheses about the evolutionary rate matrix for continuous characters. Evolutionary Ecology Research 10:311.

Revell, L. J., and D. C. Collar. 2009. Phylogenetic Analysis of the Evolutionary Correlation Using Likelihood. Evolution 63:1090–1100.

Caetano, D. S., and L. J. Harmon. 2017. ratematrix: An R package for studying evolutionary integration among several traits on phylogenetic trees. Methods in Ecology and Evolution 8:1920–1927.

Caetano, D. S., and L. J. Harmon. 2018. Estimating Correlated Rates of Trait Evolution with Uncertainty. Systematic Biology, doi: 10.1093/sysbio/syy067.


Estimate the evolutionary rate matrix using Markov-chain Monte Carlo

Description

Function runs a MCMC chain to estimate the posterior distribution of the evolutionary rate matrix (R) and the root value (phylogenetic mean). Prior distribution and starting state for the chain can be chosen among pre-defined options or manually set by the user using accompanying functions (see function 'makePrior' for more information). User NEED to provide a directory to write the files (See 'Details'). Use dir="." option to write files to the current directory or provide a name of a folder to be created.

Usage

ratematrixMCMC(
  data,
  phy,
  prior = "uniform_scaled",
  start = "prior_sample",
  gen = 1e+06,
  burn = 0.25,
  thin = 100,
  v = 50,
  w_sd = 2,
  w_mu = 0.5,
  prop = c(0.05, 0.475, 0.475),
  dir = NULL,
  outname = "ratematrixMCMC",
  IDlen = 5,
  save.handle = TRUE
)

Arguments

data

a matrix with the data. Species names need to be provided as rownames (rownames(data) == phy$tip.label). Each column is a different trait. Names for the columns is used as trait labels. If labels are not provided, the function will use default labels.

phy

a phylogeny of the class "simmap" with the mapped regimes for two or more R regimes OR a phylogeny of the class "phylo" for a single regime. The number of evolutionary rate matrices fitted to the phylogeny is equal to the number of regimes in 'phy'. Regime names will also be used. 'phy' can also be a list of phylogenies. See 'Details'.

prior

the prior densities for the MCMC. Must be one of "uniform", "uniform_scaled" (the default, see 'Details'), "empirical_mean", or the output of the "makePrior" function. See more information on 'makePrior' and in the examples below.

start

the starting state for the MCMC chain. Must be one of "prior_sample" (the default), "mle", or a sample from the prior generated with the "samplePrior" functions.

gen

number of generations for the chain. The final number of posterior samples is equal to "(gen*burn)/thin".

burn

the fraction of the chain for the burnin (not written to file). A numeric value between 0 and 1 (i.e., 0 means no burnin). The final number of posterior samples is equal to "(gen*burn)/thin".

thin

the number of generations to be skipped between each sample of the posterior. The final number of posterior samples is equal to "(gen*burn)/thin".

v

value for the degrees of freedom parameter of the inverse-Wishart proposal distribution for the correlation matrix. Smaller values provide larger steps and larger values provide smaller steps. (Yes, it is counterintuitive.) This needs to be a single value applied to all regimes or a vector with the same length as the number of regimes.

w_sd

the multiplying factor for the multiplier proposal on the vector of standard deviations. This can be a single value to be used for the sd of all traits for all regimes or a matrix with number of columns equal to the number of regimes and number of rows equal to the number of traits. If a matrix, then each element will be used to control the correspondent width of the standard deviation.

w_mu

value for the width of the sliding window proposal for the vector of root values (phylogenetic mean). This can be a single value to be used for the root value of all traits or a vector of length equal to the number of traits. If a vector, then each element will be used as the width of the proposal distribution for each trait in the same order as the columns in 'data'. When 'prior="uniform_scaled"' (the default) this parameter is computed from the data.

prop

a numeric vector of length 3 with the proposal frequencies for each parameter of the model. The vector need to sum to 1. These values are the probability that the phylogenetic mean (prop[1]), the vector of standard deviations (prop[2]), and the correlation matrix (prop[3]) will be updated at each step of the MCMC chain, respectively. Default value is 'c(0.05, 0.475, 0.475)'.

dir

path of the directory to write the files. Has no default value (due to RCran policy). The path can be provided both as relative or absolute. It should accept Linux, Mac and Windows path formats.

outname

name for the MCMC chain (default is 'ratematrixMCMC'). Name will be used in all the files alongside a unique ID of numbers with length of 'IDlen'.

IDlen

length of digits of the numeric identifier used to name output files (default is 5).

save.handle

whether the handle for the MCMC should be saved to the directory in addition to the output files.

Details

The MCMC chain works by proposing values for the evolutionary rate matrices (R) fitted to the tree and the vector of root values (or phylogenetic mean). The proposal for the R matrices works by separating the variance-covariance matrix into a correlation matrix and a vector of standard deviations and making independent proposals for each. This scheme is called the 'separation strategy' and significantly improves the mix of the chain and also provide a intuitive distinction between the evolutionary correlation among the traits (correlation matrix) and the rates of evolution (standard deviation vector). The proposal for the root values are made all in a single step.

The function will print a series of messages to the screen. Those provide details of the setup of the chain, the unique identifier for the files and the log-likelihood of the starting value of the chain. Up to now these messages cannot be disabled.

DIRECTORY TO WRITE FILES: User need to specify the directory to write the files. Use "." to write to the current directoy. Or, for example, use "MCMC_files" to create the folder "MCMC_files" in the current directory. RCran policy prohibits the package to automaticaly write to the current directory.

DEFAULT PRIOR: The default prior distribution ('uniform_scaled') is composed by a uniform distribution on the root values with range equal to the range observed at the tip data. The size of the window used at each proposal step for the root values is equal to the width of the prior divided by 10 units. For the evolutionary rate matrix, this prior sets a uniform distribution on the correlations (spanning all possible correlation structures) and also a uniform distribution on the vector of standard deviations. The limits of the prior on the standard deviation is computed by first doing a quick Maximum Likelihood estimate of each trait under a single rate BM model and using the results to inform the magnitude of the rates. This default prior distribution might not be the best for your dataset. Keep in mind that the default behavior of the MCMC is to draw a starting point from the prior distribution. Please check the 'makePrior' function for more information on priors and how to make a custom prior distribution.

SAMPLE OF TREES: The MCMC chain can integrate the phylogenetic uncertainty or the uncertainty in the rate regimes by randomly sampling a phylogenetic tree from a list of trees. To activate this option, provide a list of 'simmap' or 'phylo' trees as the 'phy' argument. The MCMC will randomly sample a tree each proposal step. Check the 'logAnalyzer' function for more information.

MCMC DOES NOT START: It is possible that the starting point shows a very low likelihood value, resulting in the collapse of the chain. This might be a result of a random sample from a very unlikely region of the prior. We suggest that another sample of the prior is taken or that the user make a more suitable prior using the function 'makePrior'.

MCMC DOES NOT CONVERGE OR MIX: If the MCMC is taking too long to converge then the parameters of the chain might not be good for your data. First check the 'logAnalyzer' function as well as the 'computeESS'. The recommended acceptance ratio is ~ 0.24, if it is too high, then the step size of the proposals might be too small, try increasing the step size. In contrast, low acceptance ratio might be due to step sizes too large. Try to decrease the size of the steps. If the effective sample size (ESS) for the chain (see 'checkConvergence' and 'computeESS' functions) is to low for some parameter, then try to increase the proportion of times that the parameter is proposed in the MCMC.

CANNOT FIND THE POSTERIOR: The function writes the posterior into two files: The '.log' file has the log-likelihood and information about which phylogeny was used, which parameter was proposed and whether the step was accepted or not. The '.mcmc' file has the posterior for the parameters of the model. Those are identified by a name for the chain set by "outname" and an unique series of numbers set by "IDlen". Note that you will need the handle object provided as the output for the function (or saved to the directory if 'save.handle' is TRUE) to be able to load, plot and analyze the posterior distribution.

Value

Function returns the 'handle' object and writes the posterior distribution and log as files in the directory (see 'dir'). The handle is a list with the details of the MCMC chain. It is composed by: *k* the number of traits; *p* the number of R regimes fitted to the tree; *ID* the unique identifier of the run; *dir* the directory where the posterior and log files were saved; *outname* the name for the chain; *trait.names* a vector with the label for the traits; *regime.names* a vector with the label for the rate regimes; *data* the data used in the analysis; *phy* a single phylogeny or the list of phylogenies; *prior* a list with the prior functions; *start* a list with the starting parameters for the chain; *gen* the number of generations for the chain; *mcmc.par* a list with the tunning parameters for the MCMC.

Author(s)

Daniel S. Caetano and Luke J. Harmon

References

Revell, L. J., and L. J. Harmon. 2008. Testing quantitative genetic hypotheses about the evolutionary rate matrix for continuous characters. Evolutionary Ecology Research 10:311.

Revell, L. J., and D. C. Collar. 2009. Phylogenetic Analysis of the Evolutionary Correlation Using Likelihood. Evolution 63:1090–1100.

Caetano, D. S., and L. J. Harmon. 2017. ratematrix: An R package for studying evolutionary integration among several traits on phylogenetic trees. Methods in Ecology and Evolution 8:1920–1927.

Caetano, D. S., and L. J. Harmon. 2018. Estimating Correlated Rates of Trait Evolution with Uncertainty. Systematic Biology, doi: 10.1093/sysbio/syy067.

Examples

## Not run: 
data( centrarchidae )
## Run multiple MCMC chains.
handle_1 <- ratematrixMCMC(data=centrarchidae$data, phy=centrarchidae$phy.map
                           , gen=20000, dir=tempdir())
handle_2 <- ratematrixMCMC(data=centrarchidae$data, phy=centrarchidae$phy.map
                           , gen=20000, dir=tempdir())
## Read both chains:
posterior_1 <- readMCMC(handle_1, burn = 0.2, thin = 1)
posterior_2 <- readMCMC(handle_2, burn = 0.2, thin = 1)
## Check for convergence
checkConvergence(posterior_1, posterior_2)
## Merge all posteriors in the list.
merged.posterior <- mergePosterior(posterior_1, posterior_2)
## Plot results:
plotRatematrix(merged.posterior)

## End(Not run)

Read the MCMC output files

Description

Reads the output files from the MCMC with the posterior distribution of the chains.

Usage

readMCMC(handle, burn = 0, thin = 1, dir = NULL)

Arguments

handle

the output object from the 'ratematrixMCMC' function.

burn

the proportion of the burnin to be pruned from the MCMC chain. A number between 0 and 1 (default is 0).

thin

the thinning of the posterior distribution. A number with the interval between each MCMC step to be kept in the posterior distribution (default is 1).

dir

directory with the output files. If 'NULL' (default), then files are read from the directory chosen when running the MCMC chain using the argument 'dir' of the 'ratematrixMCMC' function (stored on handle). Otherwise function will read files from 'dir'.

Value

List with the MCMC chain for the phylogenetic mean (root value) and evolutionary rate matrices (R). *root* are the values for the phylogenetic mean in matrix format; *matrix* is a list of length equal to the number of rate regimes fitted to the tree, each of those are lists with the chain of respective R matrices.

Author(s)

Daniel S. Caetano and Luke J. Harmon

Examples

## Load data
data(centrarchidae)
## Run MCMC. This is just a very short chain.
handle <- ratematrixMCMC(data=centrarchidae$data, phy=centrarchidae$phy.map, gen=10000
                         , dir=tempdir())
## Load posterior distribution.
## We can set the burn-in value and the thinning.
posterior <- readMCMC(handle, burn=0.25, thin=1)

Read output files of MCMC for the predictor regimes.

Description

Read the results of the MCMC chain for the predictor regimes.

Usage

readMCMC_Mk(
  handle,
  burn = 0,
  thin = 1,
  dir = NULL,
  return_Simmap = FALSE,
  nsims = 10,
  max_nshifts = 10000
)

Arguments

handle

the output of the 'ratematrixJointMCMC' function.

burn

the proportion of the burnin to be pruned from the MCMC chain. A number between 0 and 1 (default is 0).

thin

the thinning of the posterior distribution. A number with the interval between each MCMC step to be kept in the posterior distribution (default is 1).

dir

directory with the output files. If 'NULL' (default), then files are read from the directory chosen when running the MCMC chain using the argument 'dir' of the 'ratematrixJointMCMC' function (stored on handle). Otherwise function will read files from 'dir'.

return_Simmap

if the output should be stochastic mapping simulations conditioned on a sample of Q matrices from the posterior distribution (TRUE) or a list of sampled Q matrices.

nsims

number of stochastic mapping simulations to be done. These are based on the last 'nsims' sampled by the MCMC.

max_nshifts

the maximum number of state transitions in any branch of the phylogeny when making stochastic mapping simulations. If you get errors in the stochastic mapping step, try increasing this value. However, this indicates a VERY fast transition rate. See 'fastSimmap' function for more information.

Details

Function will use 'readr' package to read the output files produced by the Markov chain Monte Carlo analysis focused on the transition rates between the predictor states (the Mk model) made as part of the 'ratematrixJointMCMC' analysis.

Value

List with the MCMC chain for the transition matrices or a list of stochastic mappings. See parameter 'return_Simmap'.

Author(s)

Daniel S. Caetano and Luke J. Harmon


Take samples from the prior distribution

Description

Take samples from the prior distribution.

Usage

samplePrior(n, prior, sample.sd = TRUE, rebuild.R = FALSE)

Arguments

n

number of samples to be generated.

prior

the object with the prior function. See 'makePrior' for more information.

sample.sd

whether the function should sample the vector of standard deviations independently from the correlation matrices. See 'Details'.

rebuild.R

whether the prior sample should return an evolutionary rate matrix rather than a correlation matrix and a vector of standard deviations (default is FALSE). See 'Details'.

Details

The prior samples from this function can be used to start the MCMC sampler. See the examples below.

If 'sample.sd' is set to FALSE the samples from the standard deviations will be derived from the covariance matrices. If 'sample.sd' is set to TRUE (default) then standard deviations are independently sampled from their own prior distribution and are not derived from the samples of the correlation matrix. Option 'sample.sd = TRUE' is the one used during the MCMC.

The option 'rebuild.R' controls if the samples from the posterior distribution should return the standard deviation separated from the correlation matrix or if these elements should be used to rebuild the covariance matrix. Set 'rebuild.R' to TRUE if you want to obtain the covariance matrices. Otherwise, the 'plotPrior' function works better when 'rebuild.R' is set to FALSE.

Value

A list with samples from the prior distribution. The structure of this list is the same as required by the parameter 'start' of the 'ratematrixMCMC'.

Author(s)

Daniel S. Caetano and Luke J. Harmon

Examples

data( centrarchidae )
dt.range <- t( apply( centrarchidae$data, 2, range ) )
par.sd <- cbind(c(0,0), sqrt( c(10,10) ))
prior <- makePrior(r=2, p=2, den.mu="unif", par.mu=dt.range, den.sd="unif", par.sd=par.sd)
prior.samples <- samplePrior(n = 1000, prior = prior)
start.point <- samplePrior(n=1, prior=prior)
## Plot the prior. Red line shows the sample from the prior that will set the starting 
##        point for the MCMC.
plotRatematrix(prior.samples, point.matrix = start.point$matrix, point.color = "red"
               , point.wd = 2)

Simulates multivariate trait evolution using a Brownian motion model

Description

Simulates correlated traits under a multivariate Brownian motion model. The function uses a covariance matrix (evolutionary rate matrix-R) to indicate the rates of the traits.

Usage

simRatematrix(tree, vcv, anc = NULL, internal = FALSE)

Arguments

tree

a phylogenetic tree of 'phylo' format.

vcv

a variance covariance matrix (the evolutionary rate matrix).

anc

a vector of the same length as the number of traits to be simulated (same as the dimension of the 'vcv' matrix). This is used as the values for the root in the simulations. If 'NULL' then all traits have root value of 0.

internal

whether to return the values simulated for the nodes in the phylogeny. If FALSE (default), then only returns the values simulated for the tips.

Details

This is a function derived from 'sim.corrs' in the package 'phytools'. This version has some edits to make the simulations more efficient for this particular use. For all other applications please refer to the original implementation of 'sim.corrs' in the package 'phytools' wrote by Liam Revell.

Value

Returns a matrix with each trait values for the tips. Traits are distributed in the rows and tips are distributed in the columns.

Author(s)

Daniel S. Caetano and Luke J. Harmon

References

Revell, L. J. 2012. phytools: an R package for phylogenetic comparative biology (and other things). Methods in Ecology and Evolution 3:217–223.


Test for difference between evolutionary rate matrix estimates

Description

Function uses summary statistics to test for differences between the posterior distribution of parameter estimates for the evolutionary rate matrix regimes.

Usage

testRatematrix(
  chain,
  par = c("all", "correlation", "rates"),
  diff.test = FALSE,
  median.test = FALSE,
  regimes = NULL,
  plot = FALSE
)

Arguments

chain

the posterior distribution of parameter estimates as output of the function 'readMCMC'.

par

the attribute of the rate matrices that are checked by the test. One of 'all', 'correlation', or 'rates' (default is 'all'). Choose 'all' to compute the summary statistics for the overall matrix. Choose 'rates' to check the rates of evolution among the traits. Choose 'correlation' to compute the summary statistics for the evolutionary correlations.

diff.test

whether to return the pairwise difference between the parameters computed from the joint posterior distribution. If set to FALSE (default), then the results will be based on the overlap percentage.

median.test

whether to return a median of the summary statistics across all elements of the evolutionary rate matrices. The default is FALSE.

regimes

a numeric vector or character vector. This is the set of regimes to be compared. If numeric, then the regimes are in the same order as in the 'chain' argument. If character, than names need to match the names of the rate regimes fitted to the phylogenetic tree.

plot

whether to plot the results of the summary statistics test applied to every element of the matrix. Default is FALSE.

Details

This functions performs a test to check whether the posterior distribution of the fitted matrices are different. It returns the proportion of overlap between regimes. When this proportion is less than 0.05 this means that the posterior distribution of the elements of the evolutionary rate matrices does not overlap more than 5%. This test statistics is NOT a p value! This is not an estimate of the probability of deviance from a null distribution. It assumes that when the posterior distribution of two or more paramaters do not overlap, then there is a relevant difference between the parameters.

The test can be performed using the median overlap of the posterior distribution across all elements of the ratematrix or by contrasting each element separatelly. Checking each element independently provides more information. Using the median overlap will result in a single value returned, but it can be insensitive to important changes in the evolutionary rate matrices between regimes. When a posterior distribution with more than two rate regimes is fitted to the data, the function performs tests for all pairwise combinations.

Value

Return a matrix or a list with the value of the test statistics.

Author(s)

Daniel S. Caetano and Luke J. Harmon

Examples

data( centrarchidae )
handle <- ratematrixMCMC(data=centrarchidae$data, phy=centrarchidae$phy.map
                         , gen=50000, dir=tempdir())
posterior <- readMCMC(handle, burn = 0.2, thin = 1)
testRatematrix(posterior, par = "all")
testRatematrix(posterior, par = "correlation")
testRatematrix(posterior, par = "rates")
testRatematrix(posterior, par = "correlation", plot = TRUE)