Author: Benjamin L. Hlina
Date: 2024-03-15

# Using {nichetools} with nicheROVER

#### Benjamin L. Hlina

#### 2024-03-15

### Our Objectives

The purpose of this vignette is to use {nicheROVER} and {nichetools} to extract and then visualize estimates of trophic niche size and similarities for multiple freshwater fish using {ggplot2}.

This vignette can be used for additional purposes including estimating niche size and similarities among different groups of aquatic and/or terrestrial species. Furthermore, niche size and similarities for different behaviours exhibited within a population can be made using behavioural data generated from acoustic telemetry (e.g., differences in habitat occupancy).

### Bring in trophic niche data

First we will load the necessary packages to preform the analysis and visualization. We will use {nicheROVER} and {nichetools} to preform the analysis. We will use {dplyr}, {tidyr}, and {purrr} to manipulate data and iterate processes. Lastly, we will use {ggplot2}, {ggtext}, and {patchwork} to plot, add labels, and arrange plots.

I will add that many of the `{dplyr}` and `{tidyr}` functions and processes can be replaced using {data.table} which is great when working with large data sets.

    {
      library(dplyr)
      library(ggplot2)
      library(ggtext)
      library(ggh4x)
      library(nicheROVER)
      library(nichetools)
      library(patchwork)
      library(purrr)
      library(stringr)
      library(tidyr)
    }

For the purpose of the vignette we will be using the `fish` data frame that is available within `{nicheROVER}`. We will remove \(\delta\)34S for simplicity of the vignette. If more than two isotopes or metrics are being used to compare niche sizes and similarities, please use the functions for each pairing. Right now some functions (i.e., `niche_ellipse()`) in `{nichetools}` doesn’t have the ability to work with more than two isotopes. This will become a feature at some point but for now. Please be patient and use the functions for each pairing you have.

We will first use the function `janitor::clean_names()` to clean up column names. For your purposes you will need to replace fish with your data frame either by loading a csv, rds, or qs, with your data. You can do this multiple ways, I prefer using `readr::read_csv()` but base R’s `read.csv()` works perfectly fine.

    df <- fish %>%
      janitor::clean_names()

If there are any isotopic values that did not run and are `NA`, they will need to be removed because `{nicheROVER}`’s functions will not accommodate values of `NA`.

### Estimate posterior distribution with Normal-Inverse-Wishart (NIW) priors.

We will take 1,000 posterior samples for each group. You can change this but suggest nothing less than 1,000.

    nsample <- 1000

We will then split the data frame into a list with each species as a data frame object within the list, We will then iterate over the list, using `map()` from {purrr}, to estimate posterior distribution using Normal-Inverse-Wishart (NIW) priors.

    fish_par <- df %>%
      split(.$species) %>%
      map(~ select(., d13c, d15n)) %>%
      map(~ niw.post(nsample = nsample, X = .))

### Extract μ values

We will use `extract_mu()`to extract posteriors for \(\mu\) estimates. The default output of `extract_mu()` is long format which works for plotting with {ggplot2} and other functions in {nichetools}. If we want wide format we can specify the argument `format` with `"wide"`, however, it is unlikely you will need this data in wide format.

    df_mu <- extract_mu(fish_par)

The default output will be lacking some info for plotting. We will need to add in a column that is the element abbreviation and neutron number to be used in axis labeling.

    df_mu <- df_mu %>%
      mutate(
        element = case_when(
          isotope == "d15n" ~ "N",
          isotope == "d13c" ~ "C",
        ),
        neutron = case_when(
          isotope == "d15n" ~ 15,
          isotope == "d13c" ~ 13,
        )
      )

### Extract Σ values

We will use `extract_sigma()` to extract posterior estimates for \(\Sigma\). The default output of `extract_sigma()` is wide format which doesn’t work for plotting with {ggplot2} but does work other functions in {nichetools}. If we want long for plotting we can specify the argument `format` with `"long"`.

    df_sigma <- extract_sigma(fish_par)

For plotting we will need the extracted \(\Sigma\) values to be in long format. We also need to remove \(\Sigma\) values for when the both isotope columns are the same isotope.

    df_sigma_cn <- extract_sigma(fish_par,
                                 data_format = "long") %>%
      filter(id != isotope)

### Plot posterior distrubtion of μ and Σ

For most plotting within this vignette, I will `split()` the data frame by isotope, creating a list that I will then use `imap()` to iterate over the list to create plots. We will use `geom_density()` to represent densities for both \(\mu\) and \(\Sigma\). Plot objects will then be stored in a list.

First we will plot \(\mu\) for each isotope. We will use {patchwork} to configure plots for multi-panel figures. This package is phenomenal and uses math operators to configure and manipulate the plots to create multi-panel figures.

For labeling we are also going to use `element_markdown()` from {ggtext} to work with the labels that are needed to correctly display the isotopic signature. If you are working other data please replace.

    posterior_plots <- df_mu %>%
      split(.$isotope) %>%
      imap(
        ~ ggplot(data = ., aes(x = mu_est)) +
          geom_density(aes(fill = sample_name), alpha = 0.5) +
          scale_fill_viridis_d(begin = 0.25, end = 0.75,
                               option = "D", name = "Species") +
          theme_bw() +
          theme(panel.grid = element_blank(),
                axis.title.x =  element_markdown(),
                axis.title.y =  element_markdown(),
                legend.position = "none",
                legend.background = element_blank()
          ) +
          labs(
            x = paste("\u00b5<sub>\U03B4</sub>", "<sub><sup>",
                      unique(.$neutron), "</sup></sub>",
                      "<sub>",unique(.$element), "</sub>", sep = ""),
            y = paste0("p(\u00b5 <sub>\U03B4</sub>","<sub><sup>",
                       unique(.$neutron), "</sub></sup>",
                       "<sub>",unique(.$element),"</sub>",
                       " | X)"), sep = "")
      )

    posterior_plots$d15n +
      theme(legend.position = c(0.18, 0.82)) +
      posterior_plots$d13c
    #> Ignoring unknown labels:
    #> • sep : ""
    #> Ignoring unknown labels:
    #> • sep : ""

For labeling purposes we need to add columns that are the element abbreviation and neutron number. I do this by using `case_when()` which are vectorized if else statements.

    df_sigma_cn <- df_sigma_cn %>%
      mutate(
        element_id = case_when(
          id == "d15n" ~ "N",
          id == "d13c" ~ "C",
        ),
        neutron_id = case_when(
          id == "d15n" ~ 15,
          id == "d13c" ~ 13,
        ),
        element_iso = case_when(
          isotope == "d15n" ~ "N",
          isotope == "d13c" ~ "C",
        ),
        neutron_iso = case_when(
          isotope == "d15n" ~ 15,
          isotope == "d13c" ~ 13,
        )
      )

Next we will plot the posteriors for \(\Sigma\).

    sigma_plots <- df_sigma_cn %>%
      group_split(id, isotope) %>%
      imap(
        ~ ggplot(data = ., aes(x = post_sample)) +
          geom_density(aes(fill = sample_name), alpha = 0.5) +
          scale_fill_viridis_d(begin = 0.25, end = 0.75,
                               option = "D", name = "Species") +
          theme_bw() +
          theme(panel.grid = element_blank(),
                axis.title.x =  element_markdown(),
                axis.title.y =  element_markdown(),
                legend.position = "none"
          ) +
          labs(
            x = paste("\U03A3","<sub>\U03B4</sub>",
                      "<sub><sup>", unique(.$neutron_id), "</sub></sup>",
                      "<sub>",unique(.$element_id),"</sub>"," ",
                      "<sub>\U03B4</sub>",
                      "<sub><sup>", unique(.$neutron_iso), "</sub></sup>",
                      "<sub>",unique(.$element_iso),"</sub>", sep = ""),
            y = paste("p(", "\U03A3","<sub>\U03B4</sub>",
                      "<sub><sup>", unique(.$neutron_id), "</sub></sup>",
                      "<sub>",unique(.$element_id),"</sub>"," ",
                      "<sub>\U03B4</sub>",
                      "<sub><sup>", unique(.$neutron_iso), "</sub></sup>",
                      "<sub>",unique(.$element_iso),"</sub>", " | X)", sep = ""),
          )
      )

    sigma_plots[[1]] +
      theme(legend.position = c(0.1, 0.82))

### Estimate niche ellipse

We then will use `niche_ellipse()` to easily extract ellipse for each \(\Sigma\) estimate (i.e., 1000). If you are to have additional isotopes or metrics, you will need to create mu and sigma objects for each pairing, as currently this function only handles two isotopes. In the future, there likely will be the ability to specify the number of isotopes you have with the default being two. The reason for the lack of functionality is `ellipse::ellipse()` can only work within two-dimensions, not three, so you will have to create multiple `ellipse()` calls for each combination of isotopes or metrics and I haven’t had the time to implement this. The function will also tell you how long it took to process as with large sets of isotope data it is nice to know the time it takes for the function to work. The function also has the argument `random` which by default is set to `TRUE`. This argument randomly subsamples and returns 10 ellipse estimates out of the total number of samples taken in this case it is 1,000. The `set_seed` argument allows you to change the `set.seed` value by giving a numerical value to make the results of the function reproducable, default is a random value. I highly suggest using set_seed otherwise it will subsample different values, there is no default value because CRAN will not allow for a default value. You can change the number of subsamples but 10 seems pretty standard. If you’d like all 1,000 ellipses you can set `random` to `FALSE`.

    ellipse_df <- niche_ellipse(dat_mu = df_mu, dat_sigma = df_sigma,
                                set_seed = 4)
    #> → Total time processing was 0.03 secs

### Plot ellipses, densities of each istope, and isotope biplot

We will first plot the ellipse for each sample_name

    ellipse_plots <- ggplot() +
      geom_polygon(data = ellipse_df,
                   mapping = aes(x = d13c, y = d15n,
                                 group = interaction(sample_number, sample_name),
                                 color = sample_name),
                   fill = NA,
                   linewidth = 0.5) +

      scale_colour_viridis_d(begin = 0.25, end = 0.75,
                             option = "D", name = "species",
      ) +
      scale_x_continuous(breaks = rev(seq(-20, -40, -2))) +
      scale_y_continuous(breaks = seq(6, 16, 2)) +
      theme_bw(base_size = 10) +
      theme(axis.text = element_text(colour = "black"),
            panel.grid = element_blank(),
            legend.position = "none",
            legend.title = element_text(hjust = 0.5),
            legend.background = element_blank()) +
      labs(x = expression(paste(delta ^ 13, "C")),
           y = expression(paste(delta ^ 15, "N")))

We need to turn `df` into long format to iterate over using `imap()` to easily create density plots. You will notice that I again use `case_when()` to make columns of element abbreviations and neutron numbers that will be used in plot labeling.

    iso_long <- df %>%
      pivot_longer(cols = -species,
                   names_to = "isotope",
                   values_to = "value") %>%
      mutate(
        element = case_when(
          isotope == "d15n" ~ "N",
          isotope == "d13c" ~ "C",
        ),
        neutron = case_when(
          isotope == "d15n" ~ 15,
          isotope == "d13c" ~ 13,
        )
      )

We will then make density plots for each isotope using `geom_density()`

    iso_density <- iso_long %>%
      group_split(isotope) %>%
      imap(
        ~ ggplot(data = .) +
          geom_density(aes(x = value,
                           fill = species),
                       alpha = 0.35,
                       linewidth = 0.8) +
          scale_fill_viridis_d(begin = 0.25, end = 0.75,
                               option = "D", name = "Species") +
          theme_bw(base_size = 10) +
          theme(axis.text = element_text(colour = "black"),
                panel.grid = element_blank(),
                legend.position = c(0.15, 0.55),
                legend.background = element_blank(),
                axis.title.x = element_markdown(family = "sans")) +
          labs(x =  paste("\U03B4",
                          "<sup>", unique(.$neutron), "</sup>",unique(.$element),
                          sep = ""),
               y = "Density")
      )

    d13c_density <- iso_density[[1]] +
      scale_x_continuous(breaks = rev(seq(-20, -34, -2)),
                         limits = rev(c(-20, -34)))

    d15n_density <- iso_density[[2]] +
      scale_x_continuous(breaks = seq(5, 15, 2.5),
                         limits = c(5, 15)) +
      theme(
        legend.position = "none"
      )

Lastly we will use `geom_point()` to make isotopic biplot.

    iso_biplot <- ggplot() +
      geom_point(data = df, aes(x = d13c, y = d15n,
                                fill = species),
                 shape = 21, colour = "black",
                 stroke = 0.8,
                 size = 3, alpha = 0.70) +
      scale_fill_viridis_d(begin = 0.25, end = 0.75,
                           option = "D", name = "species") +
      scale_x_continuous(breaks = rev(seq(-20, -39, -1))) +
      scale_y_continuous(breaks = seq(5, 17, 1)) +
      theme_bw(base_size = 10) +
      theme(axis.text = element_text(colour = "black"),
            panel.grid = element_blank(),
            legend.position = "none",
            legend.background = element_blank()) +
      labs(x = expression(paste(delta ^ 13, "C")),
           y = expression(paste(delta ^ 15, "N")))

### Use {patchwork} to make ellipse, density, and biplots into a paneled figure.

We can also use the function `plot_annotation()` to add lettering to the figure that can be used in the figure description. To maneuver where `plot_annotation()` places the lettering, we need to add `plot.tag.position = c(x, y)` to the `theme()` call in every plot.

    d13c_density + ellipse_plots + iso_biplot + d15n_density +
      plot_annotation(tag_levels = "a",
                      tag_suffix = ")")

### Determine the 95% niche similarties for each species

We will use the `overlap()` function from {nicheROVER}) to estimate the percentage of similarity among species. We will set overlap to assess based on 95% similarities.

    over_stat <- overlap(fish_par, nreps = nsample, nprob = 1000,
                         alpha = 0.95)

We then are going transform this output to a data frame using `extract_overlap()` plotting so we can assess overall similarities among species.

    over_stat_df <- extract_overlap(data = over_stat)

We then are going to take our newly made data frame and extract out the median percentage of similarities and the 2.5% and 97.5% quantiles.

    over_sum <- over_stat_df %>%
      group_by(sample_name_a, sample_name_b) %>%
      summarise(
        median_niche_overlap = round(median(niche_overlap_perc), digits = 2),
        qual_2.5 = round(quantile(niche_overlap_perc,
                                  probs = 0.025, na.rm = TRUE), digits = 2),
        qual_97.5 = round(quantile(niche_overlap_perc,
                                   probs = 0.975, na.rm = TRUE), digits = 2)
      ) %>%
      ungroup() %>%
      pivot_longer(cols = -c(sample_name_a, sample_name_b, median_niche_overlap),
                   names_to = "percentage",
                   values_to = "niche_overlap_qual") %>%
      mutate(
        percentage = as.numeric(str_remove(percentage, "qual_"))
      )

We are now going to use `ggplot()`, `geom_violin()`, and `stat_summary()` to represent the posterior distributions and the median of the posterior distributions. Representations of posterior distributions should either use the mode or median, not the mean. See the following publication as a guide to representation of posterior distributions in vizialations and in text. You can extract credible intervals or the equal-tailed intervals using {bayestestR}.

    ggplot(data = over_stat_df, aes(x = sample_name_a,
                                    y = niche_overlap_perc,
                                    fill = sample_name_b)) +
      geom_violin() +
      stat_summary(fun.y = median, geom = "point",
                   size = 3,
                   position = position_dodge(width = 0.9)) +
      geom_vline(xintercept = seq(1.5, 3.5, 1),
                 linetype = 2) +
      scale_fill_viridis_d(begin = 0.25, end = 0.75,
                           option = "D", name = "Species",
                           alpha = 0.35) +
      theme_bw() +
      theme(
        panel.grid = element_blank(),
        axis.text = element_text(colour = "black"),
        legend.background = element_blank(),
        strip.background = element_blank()
      ) +
      labs(x = paste("Overlap Probability (%)", "\u2013",
                     "Niche Region Size: 95%"),
           y = "p(Percent Overlap | X)")

### Estimate overall niche size

We are now going to estimate the overall size of the niche for each posterior sample by using the function `extract_niche_size()` which is a wrapper around `niche.size()` and some data manipulation functions.

    niche_size <- extract_niche_size(fish_par)

### Plot niche size

We will now use `geom_violin()`, `geom_point()`, and `geom_errorbar()` to plot the distribution for niche size for each species.

    ggplot(data = niche_size,
           aes(x = sample_name, y = niche_size)) +
      geom_violin(

        width = 0.2) +
      stat_summary(fun.y = median, geom = "point",
                   size = 3,
                   position = position_dodge(width = 0.9)) +
      theme_bw(base_size = 15) +
      theme(panel.grid = element_blank(),
            axis.text = element_text(colour = "black")) +
      labs(x = "Species",
           y = "Niche Size")

Now that we have our niche sizes and similarities determined we can make inferences about the species, trophic similarities, and the ecosystem.