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Add better guidance about phases - from ICES course #191

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e-perl-NOAA opened this issue Sep 22, 2023 · 3 comments
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Add better guidance about phases - from ICES course #191

e-perl-NOAA opened this issue Sep 22, 2023 · 3 comments
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documentation Improvements or additions to documentation Manual

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@e-perl-NOAA
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There is some information about phases in stock synthesis in the ss_model_tips.Rmd file but note enough to adequately provide beginners the information that they need.

Add info about phases in the user manual. While there is no clear best path for determining phases, describing them/decisions about phases in more detail would be useful.

@e-perl-NOAA e-perl-NOAA added documentation Improvements or additions to documentation Manual labels Sep 22, 2023
@iantaylor-NOAA
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@shcaba, can you share the link you provided for the continuum tool in shcaba/SS-DL-tool#68?

@e-perl-NOAA
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Copy and pasted from pdf in the SS-DL-tool:

André Punt’s Guide to Parameter Phasing in Stock Synthesis

General:

  • Get the scale of the population right first. First estimate the parameter that determines scale in an SS model (R0 - expected recruitment in an unfished state) then refine the model fit by adding parameters.
  • The parameters are added at each phase so, for example, the parameters that are estimated in phase 3 are those estimated in phase 2 PLUS those designated as to be estimated in phase 3.
  • The phasing sequence should not matter but (a) good phasing can speed things up, (b) bad phasing can lead to the estimation being trapped in a local minimum, and (c) jittering™ can help to assess how reliable the final estimates are.
  • The schema below is based on seven phases but sometimes I will “skip a phase”, e.g. place the other “annual deviations” in phase 8 rather than phase 7 (And estimate no “new” parameters in phase 7) to allow the estimation method to better characterize the parameters estimated in phases 1-6.

Andre’s preferred order:

  1. Start with an “Age-structured Production Model”, estimating R0 and catchability, q.
  2. Add recruitment deviations (as these can pick up signals from the age and length data on cohort size) (at this point your model is analogous to JABBA)
  3. Now estimate the base selectivity [and retention] parameters (enabling this to be refined)
  4. Now estimate growth
  5. Now estimate natural mortality, M (if feeling brave!)
  6. Now estimate steepness, h (h may hit an unrealistic bound, i.e., 0.2 or 1 - if the data are in conflict so be wary)
  7. Now estimate the other annual deviations (e.g., annual deviations on kappa or age-year deviations on selectivity).
  8. Finally environmental linkages, e.g., between recruitment and an environmental variable such as temperature.

@e-perl-NOAA
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See the ss3-website for guidance on phases

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