Package 'admisc'

Title: Adrian Dusa's Miscellaneous
Description: Contains functions used across packages 'DDIwR', 'QCA' and 'venn'. Interprets and translates, factorizes and negates SOP - Sum of Products expressions, for both binary and multi-value crisp sets, and extracts information (set names, set values) from those expressions. Other functions perform various other checks if possibly numeric (even if all numbers reside in a character vector) and coerce to numeric, or check if the numbers are whole. It also offers, among many others, a highly versatile recoding routine and some more flexible alternatives to the base functions 'with()' and 'within()'. SOP simplification functions in this package use related minimization from package 'QCA', which is recommended to be installed despite not being listed in the Imports field, due to circular dependency issues.
Authors: Adrian Dusa [aut, cre, cph]
Maintainer: Adrian Dusa <[email protected]>
License: GPL (>= 3)
Version: 0.35.7
Built: 2024-08-25 05:56:02 UTC
Source: https://github.com/dusadrian/admisc

Help Index


Load and list objects from an .rda file

Description

Utility functions to read the names and load the objects from an .rda file, into an R list.

Usage

listRDA(.filename)

objRDA(.filename)

Arguments

.filename

The path to the file where the R object is saved.

Details

Files with the extension .rda are routinely created using the base function save().

The function listRDA() loads the object(s) from the .rda file into a list, preserving the object names in the list components.

The .rda file can naturally be loaded with the base load() function, but in doing so the containing objects will overwrite any existing objects with the same names.

The function objRDA() returns the names of the objects from the .rda file.

Value

A list, containing the objects from the loaded .rda file.

Author(s)

Adrian Dusa


Adrian Dusa's Miscellaneous

Description

Contains functions used across packages 'DDIwR', 'QCA' and 'venn'. Interprets and translates, factorizes and negates SOP - Sum of Products expressions, for both binary and multi-value crisp sets, and extracts information (set names, set values) from those expressions. Other functions perform various checks if possibly numeric (even if all numbers reside in a character vector) and coerce to numeric, or check if the numbers are whole. It also offers, among many others, a highly versatile recoding routine and some more flexible alternatives to the base functions with() and within(). SOP simplification functions in this package use related minimization from package QCA, which is recommended to be installed despite not being listed in the Imports field, due to circular dependency issues.

Details

Package: admisc
Type: Package
Version: 0.35.7
Date: 2024-07-26
License: GPL (>= 2)

Author(s)

Authors:
Adrian Dusa
Department of Sociology
University of Bucharest
[email protected]

Maintainer:
Adrian Dusa


Extract information between quotes in a string

Description

Functions to extract the between the (escaped) quotes, in a string.

Usage

betweenQuotes(x)

Arguments

x

A string.

Author(s)

Adrian Dusa

Examples

x <- "An example of \"quoted\" text."

betweenQuotes(x)

Extract information from a multi-value SOP/DNF expression

Description

Functions to extract information from an expression written in SOP - sum of products form, (or from the canonical DNF - disjunctive normal form) for multi-value causal conditions. It extracts either the values within brackets, or the causal conditions' names outside the brackets.

Usage

betweenBrackets(x, type = "[", invert = FALSE, regexp = NULL)
outsideBrackets(x, type = "[", regexp = NULL)
curlyBrackets(x, outside = FALSE, regexp = NULL)
squareBrackets(x, outside = FALSE, regexp = NULL)
roundBrackets(x, outside = FALSE, regexp = NULL)

Arguments

x

A DNF/SOP expression.

type

Brackets type: curly, round or square.

invert

Logical, if activated returns whatever is not within the brackets.

outside

Logical, if activated returns the conditions' names outside the brackets.

regexp

Optional regular expression to extract information with.

Details

Expressions written in SOP - sum of products are used in Boolean logic, signaling a disjunction of conjunctions.

These expressions are useful in Qualitative Comparative Analysis, a social science methodology that is employed in the context of searching for causal configurations that are associated with a certain outcome.

They are also used to draw Venn diagrams with the package venn, which draws any kind of set intersection (conjunction) based on a custom SOP expression.

The functions curlyBrackets, squareBrackets and roundBrackets are just special cases of the functions betweenBrackets and outsideBrackets, using the argument type as either "{", "[" or "(".

The function outsideBrackets itself can be considered a special case of the function betweenBrackets, when it uses the argument invert = TRUE.

SOP expressions are usually written using curly brackets for multi-value conditions but to allow the evaluation of unquoted expressions, they first needs to get past R's internal parsing system. For this reason, multi-value conditions in unquoted expresions should use the square brackets notation, and conjunctions should always use the product * sign.

Sufficiency is recognized as "=>" in quoted expressions but this does not pass over R's parsing system in unquoted expressions. To overcome this problem, it is best to use the single arrow "->" notation. Necessity is recognized as either "<=" or "<-", both being valid in quoted and unquoted expressions.

Author(s)

Adrian Dusa

Examples

sop <- "A[1] + B[2]*C[0]"

betweenBrackets(sop) # 1, 2, 0

betweenBrackets(sop, invert = TRUE) # A, B, C

# unquoted (valid) SOP expressions are allowed, same result
betweenBrackets(A[1] + B[2]*C[0]) # the default type is "["

# curly brackets are also valid in quoted expressions
betweenBrackets("A{1} + B{2}*C{0}", type = "{")

# or
curlyBrackets("A{1} + B{2}*C{0}")

# and the condition names
curlyBrackets("A{1} + B{2}*C{0}", outside = TRUE)

squareBrackets(A[1] + B[2]*C[0]) # 1, 2, 0

squareBrackets(A[1] + B[2]*C[0], outside = TRUE) # A, B, C

Generic function to change the structure of an object, function of the (changed) parameters used to create it.

Description

A generic function that applies different altering methods for different types of objects (of certain classes).

Usage

change(x, ...)

Arguments

x

An object of a particular class.

...

Arguments to be passed to a specific method.

Details

For the time being, this function is designed to change truth table objects (only). Future versions will likely add class methods for different other objects.

Value

The changed object.

Author(s)

Adrian Dusa

Examples

## Not run: 
# An example to change a QCA truth table
library(QCA)

ttLF <- truthTable(LF, outcome = SURV, incl.cut = 0.8)
minimize(ttLF, include = "?")

# excluding contradictory simplifying assumptions
minimize(
    change(ttLF, exclude = findRows(type = 2)),
    include = "?"
)

## End(Not run)

Coerce an atomic vector to numeric or integer, if possible

Description

This function verifies if an R vector is possibly numeric, and further if the numbers inside are whole numbers.

Usage

coerceMode(x)

Arguments

x

An atomic R vector

Value

An R vector of coerced mode.

Author(s)

Adrian Dusa

Examples

obj <- c("1.0", 2:5)

is.integer(coerceMode(obj))

Generate all combinations of n numbers, taken k at a time

Description

A fast function to generate all possible combinations of n numbers, taken k at a time, starting from the first k numbers or starting from a combination that contain a certain number.

Usage

combnk(n, k, ogte = 0, zerobased = FALSE)

Arguments

n

Vector of any kind, or a numerical scalar.

k

Numeric scalar.

ogte

At least one value greater than or equal to this number.

zerobased

Logical, zero or one based.

Details

When a scalar, argument n should be numeric, otherwise when a vector its length should not be less than k.

When the argument ogte is specified, the combinations will sequentially be incremented from those which contain a certain number, or a certain position from n when specified as a vector.

Value

A matrix with k rows and choose(n, k) columns.

Author(s)

Adrian Dusa

Examples

combnk(5, 2)

combnk(5, 2, ogte = 3)

combnk(letters[1:5], 2)

Set matrix row or column names

Description

Set matrix row or column names without copying, especially useful for (very) large matrices.

Usage

setColnames(matrix, colnames)
setRownames(matrix, rownames)
setDimnames(matrix, nameslist)

Arguments

matrix

An R matrix

colnames

Character vector of column names

rownames

Character vector of row names

nameslist

A two-component list containing rownames and colnames

Author(s)

Adrian Dusa

Examples

mat <- matrix(1:9, nrow = 3)
setDimnames(mat, list(LETTERS[1:3], letters[1:3]))

Export a dataframe to a file or a connection

Description

This function is a wrapper to write.table(), to overcome possible issues with the row names.

Usage

export(x, file = "", ...)

Arguments

x

The object to be written (matrix or dataframe)

file

A character string containing the path to the file to be created

...

Same arguments that are used in write.table()

Details

The default convention for write.table() is to add a blank column name for the row names, but (despite it is a standard used for CSV files) that doesn't work with all spreadsheets or other programs that attempt to import the result of write.table().

This function acts as if write.table() was called, with only one difference: if row names are present in the dataframe (i.e. any of them should be different from the default row numbers), the final result will display a new column called cases in the first position, except the situation that another column called cases already exists in the data, when the row names will be completely ignored.

If not otherwise specified, an argument sep = "," is added by default.

The argument row.names is always set to FALSE, a new column being added anyways (if possible).

Since this function pipes everything to write.table(), the argument file can also be a connection open for writing, and "" indicates output to the console.

Author(s)

Adrian Dusa

See Also

The “R Data Import/Export” manual.

write.table


Factorize Boolean expressions

Description

This function finds all combinations of common factors in a Boolean expression written in SOP - sum of products. It makes use of the function simplify(), which uses the function minimize() from package QCA). Users are highly encouraged to install and load that package, despite not being present in the Imports field (due to circular dependency issues).

Usage

factorize(input, snames = "", noflevels = NULL, pos = FALSE, ...)

Arguments

input

A string representing a SOP expression, or a minimization object of class "qca".

snames

A string containing the sets' names, separated by commas.

noflevels

Numerical vector containing the number of levels for each set.

pos

Logical, if possible factorize using product(s) of sums.

...

Other arguments (mainly for backwards compatibility).

Details

Factorization is a process of finding common factors in a Boolean expression, written in SOP - sum of products. Whenever possible, the factorization can also be performed in a POS - product of sums form.

Conjunctions should preferably be indicated with a star * sign, but this is not necessary when conditions have single letters or when the expression is expressed in multi-value notation.

The argument snames is only needed when conjunctions are not indicated by any sign, and the set names have more than one letter each (see function translate() for more details).

The number of levels in noflevels is needed only when negating multivalue conditions, and it should complement the snames argument.

If input is an object of class "qca" (the result of the function minimize() from package QCA), a factorization is performed for each of the minimized solutions.

Value

A named list, each component containing all possible factorizations of the input expression(s), found in the name(s).

Author(s)

Adrian Dusa

References

Ragin, C.C. (1987) The Comparative Method. Moving beyond qualitative and quantitative strategies, Berkeley: University of California Press

See Also

translate

Examples

# typical example with redundant conditions
factorize(a~b~cd + a~bc~d + a~bcd + abc~d)

# results presented in alphabetical order
factorize(~one*two*~four + ~one*three + three*~four)

# to preserve a certain order of the set names
factorize(~one*two*~four + ~one*three + three*~four,
          snames = c(one, two, three, four))

# using pos - products of sums
factorize(~a~c + ~ad + ~b~c + ~bd, pos = TRUE)

## Not run: 
# make sure the package QCA is loaded
library(QCA)

# using an object of class "qca" produced with function minimize()
# in package QCA

pCVF <- minimize(CVF, outcome = "PROTEST", incl.cut = 0.8,
                 include = "?", use.letters = TRUE)

factorize(pCVF)

# using an object of class "deMorgan" produced with negate()
factorize(negate(pCVF))

## End(Not run)

Inverts the values of a factor

Description

Useful function to invert the values from a categorical variable, for instance a Likert response scale.

Usage

finvert(x, levels = FALSE)

Arguments

x

A categorical variable (a factor)

levels

Logical, invert the levels as well

Value

A factor of the same length as the original one.

Author(s)

Adrian Dusa

Examples

words <- c("ini", "mini", "miny", "moe")
variable <- factor(words, levels = words)

# inverts the value, preserving the levels
finvert(variable)

# inverts both values and levels
finvert(variable, levels = TRUE)

Modified relevel() function

Description

The base function relevel() accepts a single argument "ref", which can only be a scalar and not a vector of values. frelevel() accepts more (even all) levels and reorders them.

Usage

frelevel(variable, levels)

Arguments

variable

The categorical variable of interest

levels

One or more levels of the factor, in the desired order

Value

A factor of the same length as the initial one.

Author(s)

Adrian Dusa

See Also

relevel

Examples

words <- c("ini", "mini", "miny", "moe")
variable <- factor(words, levels = words)

# modify the order of the levels, keeping the order of the values
frelevel(variable, c("moe", "ini", "miny", "mini"))

Get the name of the object being used in a function call

Description

This is a utility to be used inside a function.

Usage

getName(x, object = FALSE)

Arguments

x

String, expression to be evaluated

object

Logical, return the object's name

Details

Within a function, the argument x can be anything and it is usually evaluated as an object.

This function should be used in conjunction with the base match.call(), to obtain the original name of the object being served as an input, regardless of how it is being served.

A particular use case of this function relates to the cases when a variable within a data.frame is used. The overall name of the object (the data frame) is irrelevant, as the real object of interest is the variable.

Value

A character vector of length 1.

Author(s)

Adrian Dusa

Examples

foo <- function(x) {
    funargs <- sapply(match.call(), deparse)[-1]
    return(getName(funargs[1]))
}

dd <- data.frame(X = 1:5, Y = 1:5, Z = 1:5)

foo(dd)
# dd

foo(dd$X)
# X

foo(dd[["X"]])
# X

foo(dd[[c("X", "Y")]])
# X Y

foo(dd[, 1])
# X

foo(dd[, 2:3])
# Y Z

Colors from the HCL spectrum

Description

Produces colors from the HCL (Hue Chroma Luminance) spectrum, based on the number of levels from a factor.

Usage

hclr(x, starth = 25, c = 50, l = 75, alpha = 1, fixup = TRUE)

Arguments

x

Number of factor levels, or the factor itself, or a frequency distribution from a factor

starth

Starting point for the hue (in the interval 0 - 360)

c

chroma - color purity, small values produce dark and high values produce bright colors

l

color luminance - a number between 0 and 100

alpha

color transparency, where 0 is a completely transparent color, up to 1

fixup

logical, corrects the RGB values foto produce a realistic color

Details

Any value of h outside the interval 0 - 360 is constrained to this interval using modulo values. For instance, 410 is constrained to 50 = 410

Value

The RBG code for the corresponding HCL colors.

Author(s)

Adrian Dusa

Examples

aa <- sample(letters[1:5], 100, replace = TRUE)

hclr(aa)

# same with
hclr(5)

# or
hclr(table(aa))

Evaluate an Expression in a Data Environment

Description

Evaluate an R expression in an environment constructed from data.

Usage

inside(data, expr, ...)

## S3 method for class 'list'
inside(data, expr, keepAttrs = TRUE, ...)

Arguments

data

Data to use for constructing an environment a data frame or a list.

expr

Expression to evaluate, often a “compound” expression, i.e., of the form

            {
                a <- somefun()
                b <- otherfun()
                .....
                rm(unused1, temp)
            }
        
keepAttrs

For the list method of inside(), a logical specifying if the resulting list should keep the attributes from data and have its names in the same order. Often this is unneeded as the result is a named list anyway, and then keepAttrs = FALSE is more efficient.

...

Arguments to be passed to (future) methods.

Details

This is a modified version of the base R function within)), with exactly the same arguments and functionality but only one fundamental difference: instead of returning a modified copy of the input data, this function alters the data directly.

Author(s)

Adrian Dusa

Examples

mt <- mtcars
inside(mt, hwratio <- hp/wt)

dim(mtcars)

dim(mt)

Functions to interpret and manupulate a SOP/DNF expression

Description

These functions interpret an expression written in sum of products (SOP) or in canonical disjunctive normal form (DNF), for both crisp and multivalue notations. The function compute() calculates set membership scores based on a SOP expression applied to a calibrated data set (see function calibrate() from package QCA), while the function translate() translates a SOP expression into a matrix form.

The function simplify() transforms a SOP expression into a simpler equivalent, through a process of Boolean minimization. The package uses the function minimize() from package QCA), so users are highly encouraged to install and load that package, despite not being present in the Imports field (due to circular dependency issues).

Function expand() performs a Quine expansion to the complete DNF, or a partial expansion to a SOP expression with equally complex terms.

Function asSOP() returns a SOP expression from a POS (product of sums) expression. This function is different from the function invert(), which also negates each causal condition.

Function mvSOP() coerces an expression from crisp set notation to multi-value notation.

Usage

asSOP(expression = "", snames = "", noflevels = NULL)

compute(expression = "", data = NULL, separate = FALSE, ...)

expand(expression = "", snames = "", noflevels = NULL, partial = FALSE,
      implicants = FALSE, ...)

mvSOP(expression = "", snames = "", data = NULL, keep.tilde = TRUE, ...)

simplify(expression = "", snames = "", noflevels = NULL, ...)

translate(expression = "", snames = "", noflevels = NULL, data = NULL, ...)

Arguments

expression

String, a SOP expression.

data

A dataset with binary cs, mv and fs data.

separate

Logical, perform computations on individual, separate paths.

snames

A string containing the sets' names, separated by commas.

noflevels

Numerical vector containing the number of levels for each set.

partial

Logical, perform a partial Quine expansion.

implicants

Logical, return an expanded matrix in the implicants space.

keep.tilde

Logical, preserves the tilde sign when coercing a factor level

...

Other arguments, mainly for backwards compatibility.

Details

An expression written in sum of products (SOP), is a "union of intersections", for example A*B + B*~C. The disjunctive normal form (DNF) is also a sum of products, with the restriction that each product has to contain all literals. The equivalent DNF expression is: A*B*~C + A*B*C + ~A*B*~C

The same expression can be written in multivalue notation: A[1]*B[1] + B[1]*C[0].

Expressions can contain multiple values for the same condition, separated by a comma. If B was a multivalue causal condition, an expression could be: A[1] + B[1,2]*C[0].

Whether crisp or multivalue, expressions are treated as Boolean. In this last example, all values in B equal to either 1 or 2 will be converted to 1, and the rest of the (multi)values will be converted to 0.

Negating a multivalue condition requires a known number of levels (see examples below). Intersections between multiple levels of the same condition are possible. For a causal condition with 3 levels (0, 1 and 2) the following expression ~A[0,2]*A[1,2] is equivalent with A[1], while A[0]*A[1] results in the empty set.

The number of levels, as well as the set names can be automatically detected from a dataset via the argument data. When specified, arguments snames and noflevels have precedence over data.

The product operator * should always be used, but it can be omitted when the data is multivalue (where product terms are separated by curly brackets), and/or when the set names are single letters (for example AD + B~C), and/or when the set names are provided via the argument snames.

When expressions are simplified, their simplest equivalent can result in the empty set, if the conditions cancel each other out.

The function mvSOP() assumes binary crisp conditions in the expression, except for categorical data used as multi-value conditions. The factor levels are read directly from the data, and they should be unique accross all conditions.

Value

For the function compute(), a vector of set membership values.

For function simplify(), a character expression.

For the function translate(), a matrix containing the implicants on the rows and the set names on the columns, with the following codes:

0 absence of a causal condition
1 presence of a causal condition
-1 causal condition was eliminated

The matrix was also assigned a class "translate", to avoid printing the -1 codes when signaling a minimized condition. The mode of this matrix is character, to allow printing multiple levels in the same cell, such as "1,2".

For function expand(), a character expression or a matrix of implicants.

Author(s)

Adrian Dusa

References

Ragin, C.C. (1987) The Comparative Method: Moving beyond Qualitative and Quantitative Strategies. Berkeley: University of California Press.

Examples

# -----
# for compute()
## Not run: 
# make sure the package QCA is loaded
library(QCA)
compute(DEV*~IND + URB*STB, data = LF)

# calculating individual paths
compute(DEV*~IND + URB*STB, data = LF, separate = TRUE)

## End(Not run)


# -----
# for simplify(), also make sure the package QCA is loaded
simplify(asSOP("(A + B)(A + ~B)")) # result is "A"

# works even without the quotes
simplify(asSOP((A + B)(A + ~B))) # result is "A"

# but to avoid confusion POS expressions are more clear when quoted
# to force a certain order of the set names
simplify("(URB + LIT*~DEV)(~LIT + ~DEV)", snames = c(DEV, URB, LIT))

# multilevel conditions can also be specified (and negated)
simplify("(A[1] + ~B[0])(B[1] + C[0])", snames = c(A, B, C), noflevels = c(2, 3, 2))


# Ragin's (1987) book presents the equation E = SG + LW as the result
# of the Boolean minimization for the ethnic political mobilization.

# intersecting the reactive ethnicity perspective (R = ~L~W)
# with the equation E (page 144)

simplify("~L~W(SG + LW)", snames = c(S, L, W, G))

# [1] "S~L~WG"


# resources for size and wealth (C = SW) with E (page 145)
simplify("SW(SG + LW)", snames = c(S, L, W, G))

# [1] "SWG + SLW"


# and factorized
factorize(simplify("SW(SG + LW)", snames = c(S, L, W, G)))

# F1: SW(G + L)


# developmental perspective (D = Lg) and E (page 146)
simplify("L~G(SG + LW)", snames = c(S, L, W, G))

# [1] "LW~G"

# subnations that exhibit ethnic political mobilization (E) but were
# not hypothesized by any of the three theories (page 147)
# ~H = ~(~L~W + SW + L~G) = GL~S + GL~W + G~SW + ~L~SW

simplify("(GL~S + GL~W + G~SW + ~L~SW)(SG + LW)", snames = c(S, L, W, G))


# -----
# for translate()
translate(A + B*C)

# same thing in multivalue notation
translate(A[1] + B[1]*C[1])

# tilde as a standard negation (note the condition "b"!)
translate(~A + b*C)

# and even for multivalue variables
# in multivalue notation, the product sign * is redundant
translate(C[1] + T[2] + T[1]*V[0] + C[0])

# negation of multivalue sets requires the number of levels
translate(~A[1] + ~B[0]*C[1], snames = c(A, B, C), noflevels = c(2, 2, 2))

# multiple values can be specified
translate(C[1] + T[1,2] + T[1]*V[0] + C[0])

# or even negated
translate(C[1] + ~T[1,2] + T[1]*V[0] + C[0], snames = c(C, T, V), noflevels = c(2,3,2))

# if the expression does not contain the product sign *
# snames are required to complete the translation 
translate(AaBb + ~CcDd, snames = c(Aa, Bb, Cc, Dd))

# to print _all_ codes from the standard output matrix
(obj <- translate(A + ~B*C))
print(obj, original = TRUE) # also prints the -1 code


# -----
# for expand()
expand(~AB + B~C)

# S1: ~AB~C + ~ABC + AB~C 

expand(~AB + B~C, snames = c(A, B, C, D))

# S1: ~AB~C~D + ~AB~CD + ~ABC~D + ~ABCD + AB~C~D + AB~CD 

# In implicants form:
expand(~AB + B~C, snames = c(A, B, C, D), implicants = TRUE)

#      A B C D
# [1,] 1 2 1 1    ~AB~C~D
# [2,] 1 2 1 2    ~AB~CD
# [3,] 1 2 2 1    ~ABC~D
# [4,] 1 2 2 2    ~ABCD
# [5,] 2 2 1 1    AB~C~D
# [6,] 2 2 1 2    AB~CD

Intersect expressions

Description

This function takes two or more SOP expressions (combinations of conjunctions and disjunctions) or even entire minimization objects, and finds their intersection.

Usage

intersection(..., snames = "", noflevels)

Arguments

...

One or more expressions, combined with / or minimization objects of class "QCA_min".

snames

A string containing the sets' names, separated by commas.

noflevels

Numerical vector containing the number of levels for each set.

Details

The initial aim of this function was to provide a software implementation of the intersection examples presented by Ragin (1987: 144-147). That type of example can also be performed with the function simplify(), while this function is now mainly used in conjunction with the modelFit() function from package QCA, to assess the intersection between theory and a QCA model.

Irrespective of the input type (character expressions and / or minimiation objects), this function is now a wrapper to the main simplify() function (which only accepts character expressions).

It can deal with any kind of expressions, but multivalent crisp conditions need additional information about their number of levels, via the argument noflevels.

The expressions can be formulated in terms of either lower case - upper case notation for the absence and the presence of the causal condition, or use the tilde notation (see examples below). Usage of either of these is automatically detected, as long as all expressions use the same notation.

If the snames argument is provided, the result is sorted according to the order of the causal conditions (set names) in the original dataset, otherwise it sorts the causal conditions in alphabetical order.

For minimzation objects of class "QCA_min", the number of levels, and the set names are automatically detected.

Author(s)

Adrian Dusa

References

Ragin, Charles C. 1987. The Comparative Method: Moving beyond Qualitative and Quantitative Strategies. Berkeley: University of California Press.

Examples

# using minimization objects
## Not run: 
library(QCA) # if not already loaded
ttLF <- truthTable(LF, outcome = "SURV", incl.cut = 0.8)
pLF <- minimize(ttLF, include = "?")


# for example the intersection between the parsimonious model and
# a theoretical expectation
intersection(pLF, DEV*STB)


# negating the model
intersection(negate(pLF), DEV*STB)

## End(Not run)


# -----
# in Ragin's (1987) book, the equation E = SG + LW is the result
# of the Boolean minimization for the ethnic political mobilization.

# intersecting the reactive ethnicity perspective (R = lw)
# with the equation E (page 144)
intersection(~L~W, SG + LW, snames = c(S, L, W, G))


# resources for size and wealth (C = SW) with E (page 145)
intersection(SW, SG + LW, snames = c(S, L, W, G))


# and factorized
factorize(intersection(SW, SG + LW, snames = c(S, L, W, G)))


# developmental perspective (D = L~G) and E (page 146)
intersection(L~G, SG + LW, snames = c(S, L, W, G))


# subnations that exhibit ethic political mobilization (E) but were
# not hypothesized by any of the three theories (page 147)
# ~H = ~(~L~W + SW + L~G)
intersection(negate(~L~W + SW + L~G), SG + LW, snames = c(S, L, W, G))

Negate Boolean expressions

Description

Functions to negate a DNF/SOP expression, or to invert a SOP to a negated POS or a POS to a negated SOP.

Usage

negate(input, snames = "", noflevels, simplify = TRUE, ...)

invert(input, snames = "", noflevels)

Arguments

input

A string representing a SOP expression, or a minimization object of class "QCA_min".

snames

A string containing the sets' names, separated by commas.

noflevels

Numerical vector containing the number of levels for each set.

simplify

Logical, allow users to choose between the raw negation or its simplest form.

...

Other arguments (mainly for backwards compatibility).

Details

In Boolean algebra, there are two transformation rules named after the British mathematician Augustus De Morgan. These rules state that:

1. The complement of the union of two sets is the intersection of their complements.

2. The complement of the intersection of two sets is the union of their complements.

In "normal" language, these would be written as:

1. not (A and B) = (not A) or (not B)

2. not (A or B) = (not A) and (not B)

Based on these two laws, any Boolean expression written in disjunctive normal form can be transformed into its negation.

It is also possible to negate all models and solutions from the result of a Boolean minimization from function minimize() in package QCA. The resulting object, of class "qca", is automatically recognised by this function.

In a SOP expression, the products should normally be split by using a star * sign, otherwise the sets' names will be considered the individual letters in alphabetical order, unless they are specified via snames.

To negate multilevel expressions, the argument noflevels is required.

It is entirely possible to obtain multiple negations of a single expression, since the result of the negation is passed to function simplify().

Function invert() simply transforms an expression from a sum of products (SOP) to a negated product of sums (POS), and the other way round.

Value

A character vector when the input is a SOP expresison, or a named list for minimization input objects, each component containing all possible negations of the model(s).

Author(s)

Adrian Dusa

References

Ragin, Charles C. 1987. The Comparative Method: Moving beyond Qualitative and Quantitative Strategies. Berkeley: University of California Press.

See Also

minimize, simplify

Examples

# example from Ragin (1987, p.99)
negate(AC + B~C, simplify = FALSE)

# the simplified, logically equivalent negation
negate(AC + B~C)

# with different intersection operators
negate(AB*EF + ~CD*EF)

# invert to POS
invert(a*b + ~c*d)

## Not run: 
# using an object of class "qca" produced with minimize()
# from package QCA
library(QCA)
cLC <- minimize(LC, outcome = SURV)

negate(cLC)


# parsimonious solution
pLC <- minimize(LC, outcome = SURV, include = "?")

negate(pLC)

## End(Not run)

Check difference and / or (in)equality of numbers

Description

Check if one number is greater / lower than (or equal to) another.

Usage

agtb(a, b, bincat)
altb(a, b, bincat)
agteb(a, b, bincat)
alteb(a, b, bincat)
aeqb(a, b, bincat)
aneqb(a, b, bincat)

Arguments

a

Numerical vector

b

Numerical vector

bincat

Binary categorization values, an atomic vector of length 2

Details

Not all numbers (especially the decimal ones) can be represented exactly in floating point arithmetic, and their arithmetic may not give the normal expected result.

This set of functions check for the in(equality) between two numerical vectors a and b, with the following name convention:

gt means “greater than”

lt means a “lower than” b

gte means a “greater than or equal to” b

lte means a “lower than or equal to” b

eq means a “equal to” b

neq means a “not equal to” b

The argument values is useful to replace the TRUE / FALSE values with custom categories.

Author(s)

Adrian Dusa

References

Goldberg, David (1991) "What Every Computer Scientist Should Know About Floating-point Arithmetic", ACM Computing Surveys vol.23, no.1, pp.5-48, doi:10.1145/103162.103163


Count number of decimals

Description

Calculates the (maximum) number of decimals in a possibly numeric vector.

Usage

numdec(x, each = FALSE, na.rm = TRUE, maxdec = 15)

Arguments

x

A vector of values

each

Logical, return the result for each value in the vector

na.rm

Logical, ignore missing values

maxdec

Maximal number of decimals to count

Author(s)

Adrian Dusa

Examples

x <- c(12, 12.3, 12.34)

numdec(x) # 2

numdec(x, each = TRUE) # 0, 1, 2

x <- c("-.1", " 2.75 ", "12", "B", NA)

numdec(x) # 2

numdec(x, each = TRUE) # 1, 2, 0, NA, NA

Numeric vectors

Description

Coerces objects to class "numeric", and checks if an object is numeric.

Usage

asNumeric(x, ...)
possibleNumeric(x, each = FALSE)
wholeNumeric(x, each = FALSE)

Arguments

x

A vector of values

each

Logical, return the result for each value in the vector

...

Other arguments to be passed for class based methods

Details

Unlike the function as.numeric() from the base package, the function asNumeric() coerces to numeric without a warning if any values are not numeric. All such values are considered NA missing.

This is a generic function, with specific class methods for factors and objects of class “declared”. The usual way of coercing factors to numeric is meaningless, converting the inner storage numbers. The class method of this particular function coerces the levels to numeric, via the default activated argument levels.

For objects of class “declared”, a similar argument called na_values is by default activated to coerce the declared missing values to numeric.

The function possibleNumeric() tests if the values in a vector are possibly numeric, irrespective of their storing as character or numbers. In the case of factors, it tests its levels representation.

Function wholeNumeric() tests if numbers in a vector are whole (round) numbers. Whole numbers are different from “integer” numbers (which have special memory representation), and consequently the function is.integer() tests something different, how numbers are stored in memory (see the description of function double() for more details).

The function

Author(s)

Adrian Dusa

See Also

numeric, integer, double

Examples

x <- c("-.1", " 2.7 ", "B")
asNumeric(x) # no warning

f <- factor(c(3, 2, "a"))

asNumeric(f)

asNumeric(f, levels = FALSE)

possibleNumeric(x) # FALSE

possibleNumeric(x, each = TRUE) # TRUE  TRUE FALSE

possibleNumeric(c("1", 2, 3)) # TRUE

is.integer(1) # FALSE

# Signaling an integer in R 
is.integer(1L) # TRUE

wholeNumeric(1) # TRUE

wholeNumeric(c(1, 1.1), each = TRUE) # TRUE FALSE

Overwrite an object in a given environment.

Description

Utility function to overwrite an object, and bypass the assignment operator.

Usage

overwrite(objname, content, environment)

Arguments

objname

Character, the name of the object to overwrite.

content

An R object

environment

The environment where to perform the overwrite procedure.

Value

This function does not return anything.

Author(s)

Adrian Dusa

Examples

foo <- function(object, x) {
    objname <- deparse(substitute(object))
    object <- x
    overwrite(objname, object, parent.frame())
}


bar <- 1
foo(bar, 2)

bar
# [1] 2

bar <- list(A = bar)
foo(bar$A, 3)

bar

Calculates the permutations of a vector

Description

Generates all possible permutations of elements from a vector.

Usage

permutations(x)

Arguments

x

Any kind of vector.

Author(s)

Adrian Dusa

Examples

permutations(1:3)

Recode a variable

Description

Recodes a vector (numeric, character or factor) according to a set of rules. It is similar to the function recode() from package car, but more flexible. It also has similarities with the function findInterval() from package base.

Usage

recode(x, rules = NULL, cut = NULL, values = NULL, ...)

Arguments

x

A vector of mode numeric, character or factor.

rules

Character string or a vector of character strings for recoding specifications.

cut

A vector of one or more unique cut points.

values

A vector of output values.

...

Other parameters, for compatibility with other functions such as recode() in package car but also factor() in package base

Details

Similar to the recode() function in package car, the recoding rules are separated by semicolons, of the form input = output, and allow for:

a single value 1 = 0
a range of values 2:5 = 1
a set of values c(6,7,10) = 2
else everything that is not covered by the previously specified rules

Contrary to the recode() function in package car, this function allows the : sequence operator (even for factors), so that a rule such as c(1,3,5:7), or c(a,d,f:h) would be valid.

Actually, since all rules are specified in a string, it really doesn't matter if the c() function is used or not. For compatibility reasons it accepts it, but a more simple way to specify a set of rules is "1,3,5:7=A; else=B"

Special values lo and hi may also appear in the range of values, while else can be used with else=copy to copy all values which were not specified in the recoding rules.

In the package car, a character output would have to be quoted, like "1:2='A'" but that is not mandatory in this function, "1:2=A" would do just as well. Output values such as "NA" or "missing" are converted to NA.

Another difference from the car package: the output is not automatically converted to a factor even if the original variable is a factor. That option is left to the user's decision to specify as.factor.result, defaulted to FALSE.

A capital difference is the treatment of the values not present in the recoding rules. By default, package car copies all those values in the new object, whereas in this package the default values are NA and new values are added only if they are found in the rules. Users can choose to copy all other values not present in the recoding rules, by specifically adding else=copy in the rules.

Since the two functions have the same name, it is possible that users loading both packages to use one instead of the other (depending which package is loaded first). In order to preserve functionality and minimize possible namespace collisions with package car, special efforts have been invested to ensure perfect compatibility with the other recode() function (plus more).

The argument ... allows for more arguments specific to the car package, such as as.factor.result, as.numeric.result. In addition, it also accepts levels, labels and ordered specific to function factor() in package base. When using the arguments levels and / or labels, the output will automatically be coerced to a factor, unless the argument values is used, as indicated below.

Blank spaces outside category labels are ignored, see the last example.

It is possible to use recode() in a similar way to function cut(), by specifying a vector of cut points. For any number of such c cut ploints, there should be c + 1 values. If not otherwise specified, the argument values is automatically constructed as a sequence of numbers from 1 to c + 1.

Unlike the function cut(), arguments such as include.lowest or right are not necessary because the final outcome can be changed by tweaking the cut values.

If both arguments values and labels are provided, the labels are going to be stored as an attribute.

Author(s)

Adrian Dusa

Examples

x <- rep(1:3, 3)
#  [1] 1 2 3 1 2 3 1 2 3

recode(x, "1:2 = A; else = B")
#  [1] "A" "A" "B" "A" "A" "B" "A" "A" "B"

recode(x, "1:2 = 0; else = copy")
#  [1] 0 0 3 0 0 3 0 0 3


set.seed(1234)
x <- sample(18:90, 20, replace = TRUE)
#  [1] 45 39 26 22 55 33 21 87 31 73 79 21 21 38 57 73 84 22 83 64

recode(x, cut = "35, 55")
#  [1] 2 2 1 1 2 1 1 3 1 3 3 1 1 2 3 3 3 1 3 3

set.seed(1234)
x <- factor(sample(letters[1:10], 20, replace = TRUE),
          levels = letters[1:10])
#  [1] j f e i e f d b g f j f d h d d e h d h
# Levels: a b c d e f g h i j

recode(x, "b:d = 1; g:hi = 2; else = NA") # note the "hi" special value
#  [1]  2 NA NA  2 NA NA  1  1  2 NA  2 NA  1  2  1  1 NA  2  1  2

recode(x, "a, c:f = A; g:hi = B; else = C", labels = "A, B, C")
#  [1] B A A B A A A C B A B A A B A A A B A B
# Levels: A B C

recode(x, "a, c:f = 1; g:hi = 2; else = 3",
       labels = c("one", "two", "three"), ordered = TRUE)
#  [1] two   one   one   two   one   one   one   three two   one
# [11] two   one   one   two   one   one   one   two   one   two
# Levels: one < two < three

set.seed(1234)
categories <- c("An", "example", "that has", "spaces")
x <- factor(sample(categories, 20, replace = TRUE),
            levels = categories, ordered = TRUE)
sort(x)
#  [1] An       An       An       example  example  example  example
#  [8] example  example  example  example  that has that has that has
# [15] spaces   spaces   spaces   spaces   spaces   spaces
# Levels: An < example < that has < spaces

recode(sort(x), "An : that has = 1; spaces = 2")
#  [1] 1 1 1 1 1 1 1 1 1 1 1 1 1 1 2 2 2 2 2 2

# single quotes work, but are not necessary
recode(sort(x), "An : 'that has' = 1; spaces = 2")
#  [1] 1 1 1 1 1 1 1 1 1 1 1 1 1 1 2 2 2 2 2 2

# same using cut values
recode(sort(x), cut = "that has")
#  [1] 1 1 1 1 1 1 1 1 1 1 1 1 1 1 2 2 2 2 2 2

# modifying the output values
recode(sort(x), cut = "that has", values = 0:1)
#  [1] 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1

# more treatment of "else" values
x <- 10:20

# recoding rules don't overlap all existing values, the rest are empty
recode(x, "8:15 = 1")
#  [1]  1  1  1  1  1  1 NA NA NA NA NA

# all other values copied
recode(x, "8:15 = 1; else = copy")
#  [1]  1  1  1  1  1  1 16 17 18 19 20

Facilitate expression substitution

Description

Utility function based on substitute(), to recover an unquoted input.

Usage

recreate(x, snames = NULL, ...)

Arguments

x

A substituted input.

snames

A character string containing set names.

...

Other arguments, mainly for internal use.

Details

This function is especially useful when users have to provide lots of quoted inputs, such as the name of the columns from a data frame to be considered for a particular function.

This is actually one of the main uses of the base function substitute(), but here it can be employed to also detect SOP (sum of products) expressions, explained for instance in function translate().

Such SOP expressions are usually used in contexts of sufficieny and necessity, which are indicated with the usual signs -> and <-. These are both allowed by the R parser, indicating standard assignment. Due to the R's internal parsing system, a sufficient expression using -> is automatically flipped to a necessity statement <- with reversed LHS to RHS, but this function is able to determine what is the expression and what is the output.

The other necessity code <= is also recognized, but the equivalent sufficiency code => is not allowed in unquoted expressions.

Value

A quoted, equivalent expression or a substituted object.

Author(s)

Adrian Dusa

See Also

substitute, simplify

Examples

recreate(substitute(A + ~B*C))

foo <- function(x, ...) recreate(substitute(list(...)))

foo(arg1 = 3, arg2 = A + ~B*C)

df <- data.frame(A = 1, B = 2, C = 3, Y = 4)

# substitute from the global environment
# the result is the builtin C() function
res <- recreate(substitute(C))

is.function(res) # TRUE

# search first within the column name space from df
recreate(substitute(C), colnames(df))
# "C"

# necessity well recognized
recreate(substitute(A <- B))

# but sufficiency is flipped
recreate(substitute(A -> B))

# more complex SOP expressions are still recovered
recreate(substitute(A + ~B*C -> Y))

Replace text in a string

Description

Provides an improved method to replace strings, compared to function gsub() in package base.

Usage

replaceText(
    expression = "", target = "", replacement = "", protect = "",
    boolean = FALSE, ...)

Arguments

expression

Character string, usually a SOP - sum of products expression.

target

Character vector or a string containing the text to be replaced.

replacement

Character vector or a string containing the text to replace with.

protect

Character vector or a string containing the text to protect.

boolean

Treat characters in a boolean way, using upper and lower case letters.

...

Other arguments, from and to other functions.

Details

If the input expression is "J*JSR", and the task is to replace "J" with "A" and "JSR" with "B", function gsub() is not very useful since the letter "J" is found in multiple places, including the second target.

This function finds the exact location(s) of each target in the input string, starting with those having the largest number of characters, making sure the locations are unique. For instance, the target "JSR" is found on the location from 3 to 5, while the target "J" is is found on two locations 1 and 3, but 3 was already identified in the previously found location for the larger target.

In addition, this function can also deal with target strings containing spaces.

Value

The original string, replacing the target text with its replacement.

Author(s)

Adrian Dusa

Examples

replaceText("J*JSR", "J, JSR", "A, B")

# same output, on input expresions containing spaces
replaceText("J*JS R", "J, JS R", "A, B")

# works even with Boolean expressions, where lower case
# letters signal the absence of the causal condition
replaceText("DEV + urb*LIT", "DEV, URB, LIT", "A, B, C", boolean = TRUE)

Cross platform scan/write clipboard

Description

Functions to read and write to the system's clipboard, for copy/paste operations.

Usage

scan.clipboard(...)
write.clipboard(x)

Arguments

x

Object to be written to the clipboard

...

Same arguments that are used in the base function scan

Author(s)

Adrian Dusa


Tilde operations

Description

Checks and changes expressions containing set negations using a tilde.

Usage

hastilde(x)
notilde(x)
tilde1st(x)

Arguments

x

A vector of values

Details

Boolean expressions can be negated in various ways. For binary crisp and fuzzy sets, one of the most straightforward ways to invert the set membership scores is to subtract them from 1. This is both possible using R vectors and also often used to signal a negation in SOP (sum of products) expressions.

Some other times, SOP expressions can signal a set negation (also known as the absence of a causal condition) by using lower case letters, while upper case letters are used to signal the presence of a causal condition. SOP expressions also use a tilde to signal a set negation, immediately preceding the set name.

This set of functions detect when and if a set present in a SOP expression contains a tilde (function hastilde), whether the entire expression begins with a tilde (function tilde1st).

Author(s)

Adrian Dusa

Examples

hastilde("~A")

Try functions to capture warnings, errors and messages.

Description

This function combines the base functions tryCatch() and withCallingHandlers() for the specific purpose of capturing not only errors and warnings but messages as well.

Usage

tryCatchWEM(expr, capture = FALSE)

Arguments

expr

Expression to be evaluated.

capture

Logical, capture the visible output.

Details

In some situations it might be important not only to test a function, but also to capture everything that is written in the R console, be it an error, a warning or simply a message.

For instance package QCA (version 3.4) has a Graphical User Interface that simulates an R console embedded into a web based shiny app.

It is not intended to replace function tryCatch() in any way, especially not evaluating an expression before returning or exiting, it simply captures everything that is printed on the console (the visible output).

Value

A list, if anything would be printed on the screen, or an empty (NULL) object otherwise.

Author(s)

Adrian Dusa


Evaluate an expression in a data environment

Description

A function almost identical to the base function with(), but allowing to evaluate the expression in every subset of a split file.

Usage

using(data, expr, split.by = NULL, ...)

Arguments

data

A data frame.

expr

Expression to evaluate

split.by

A factor variable from the data, or a declared/labelled variable

...

Other internal arguments.

Value

A list of results, or a matrix if each separate result is a vector.

Author(s)

Adrian Dusa

Examples

set.seed(123)
DF <- data.frame(
    Area = factor(sample(c("Rural", "Urban"), 123, replace = TRUE)),
    Gender = factor(sample(c("Female", "Male"), 123, replace = TRUE)),
    Age = sample(18:90, 123, replace = TRUE),
    Children = sample(0:5, 123, replace = TRUE)
)


# table of frequencies for Gender
table(DF$Gender)

# same with
using(DF, table(Gender))

# same, but split by Area
using(DF, table(Gender), split.by = Area)

# calculate the mean age by gender
using(DF, mean(Age), split.by = Gender)

# same, but select cases from the urban area
using(subset(DF, Area == "Urban"), mean(Age), split.by = Gender)

# mean age by gender and area
using(DF, mean(Age), split.by = Area & Gender)

# same with
using(DF, mean(Age), split.by = c(Area, Gender))

# average number of children by Area
using(DF, mean(Children), split.by = Area)

# frequency tables by Area
using(DF, table(Children), split.by = Area)