README.Rmd

---
output: 
  github_document:
    toc: true
    toc_depth: 3
    df_print: "tibble"
    includes:
      in_header: header.md
---

```{r setup, include = FALSE}
knitr::opts_chunk$set(
  collapse = TRUE,
  comment = "#>",
  fig.path = "man/figures/README-",
  out.width = "50%",
  cache = FALSE,
  autodep = TRUE,
  dpi = 72
)
```
    
## Installation

sdmTMB can be installed from CRAN:

```{r, eval=FALSE}
install.packages("sdmTMB", dependencies = TRUE)
```

Assuming you have a [C++ compiler](https://support.posit.co/hc/en-us/articles/200486498-Package-Development-Prerequisites) installed, the development version can be installed:

```{r, eval=FALSE}
# install.packages("remotes")
remotes::install_github("pbs-assess/sdmTMB", dependencies = TRUE)
```

There are some extra utilities in the [sdmTMBextra](https://github.com/pbs-assess/sdmTMBextra) package.

## Overview

Analyzing geostatistical data (coordinate-referenced observations from some underlying spatial process) is becoming increasingly common in ecology.
sdmTMB implements geostatistical spatial and spatiotemporal GLMMs using TMB for model fitting and R-INLA to set up SPDE (stochastic partial differential equation) matrices.
One common application is for species distribution models (SDMs), hence the package name.
The goal of sdmTMB is to provide a fast, flexible, and user-friendly interface---similar to the popular R package glmmTMB---but with a focus on spatial and spatiotemporal models with an SPDE approach.
We extend the generalized linear mixed models (GLMMs) familiar to ecologists to include the following optional features:

* spatial random fields
* spatiotemporal random fields that may be independent by year or modelled with random walks or autoregressive processes
* smooth terms for covariates, using the familiar `s()` notation from mgcv
* breakpoint (hockey-stick) or logistic covariates
* time-varying covariates (coefficients modelled as random walks)
* spatially varying coefficient models (SVCs)
* interpolation or forecasting over missing or future time slices
* a wide range of families: all standard R families plus `tweedie()`, `nbinom1()`, `nbinom2()`, `lognormal()`, and `student()`, plus some truncated and censored families
* delta/hurdle models including `delta_gamma()`, `delta_lognormal()`, and `delta_truncated_nbinom2()`

Estimation is performed in sdmTMB via maximum marginal likelihood with the objective function calculated in TMB and minimized in R via `stats::nlminb()` with the random effects integrated over via the Laplace approximation.
The sdmTMB package also allows for models to be passed to Stan via tmbstan, allowing for Bayesian model estimation.

See [`?sdmTMB`](https://pbs-assess.github.io/sdmTMB/reference/sdmTMB.html) and [`?predict.sdmTMB`](https://pbs-assess.github.io/sdmTMB/reference/predict.sdmTMB.html) for the most complete examples. Also see the vignettes ('Articles') on the [documentation site](https://pbs-assess.github.io/sdmTMB/index.html) and the preprint and appendices linked to below.

## Getting help

For questions about how to use sdmTMB or interpret the models, please post on the [ discussion board](https://github.com/pbs-assess/sdmTMB/discussions). If you [email](https://github.com/pbs-assess/sdmTMB/blob/main/DESCRIPTION) a question, we are likely to respond on the [discussion board](https://github.com/pbs-assess/sdmTMB/discussions) with an anonymized version of your question (and without data) if we think it could be helpful to others. Please let us know if you don't want us to do that.

For bugs or feature requests, please post in the [issue tracker](https://github.com/pbs-assess/sdmTMB/issues).

[Slides](https://pbs-assess.github.io/sdmTMB-teaching/noaa-psaw-2022/) and [recordings](https://www.youtube.com/channel/UCYoFG51RjJVx7m9mZGaj-Ng/videos) from a workshop on sdmTMB.

## Citation

To cite sdmTMB in publications use:

```r
citation("sdmTMB")
```

Anderson, S.C., E.J. Ward, P.A. English, L.A.K. Barnett., J.T. Thorson.
2024. sdmTMB: an R package for fast, flexible, and
user-friendly generalized linear mixed effects models with
spatial and spatiotemporal random fields. bioRxiv
2022.03.24.485545; doi: <https://doi.org/10.1101/2022.03.24.485545>

A list of (known) publications that use sdmTMB can be found [here](https://github.com/pbs-assess/sdmTMB/wiki/Publications-using-sdmTMB). Please use the above citation so we can track publications.

## Related software

sdmTMB is heavily inspired by the [VAST](https://github.com/James-Thorson-NOAA/VAST) R package:

Thorson, J.T. 2019. Guidance for decisions using the Vector Autoregressive Spatio-Temporal (VAST) package in stock, ecosystem, habitat and climate assessments. Fisheries Research 210: 143–161. <https://doi.org/10.1016/j.fishres.2018.10.013>.

and the [glmmTMB](https://github.com/glmmTMB/glmmTMB) R package:

Brooks, M.E., Kristensen, K., van Benthem, K.J., Magnusson, A., Berg, C.W., Nielsen, A., Skaug, H.J., Maechler, M., and Bolker, B.M. 2017. glmmTMB balances speed and flexibility among packages for zero-inflated generalized linear mixed modeling. The R Journal 9(2): 378–400. <https://doi.org/10.32614/rj-2017-066>.

[INLA](https://www.r-inla.org/) and [inlabru](https://sites.google.com/inlabru.org/inlabru) can fit many of the same models as sdmTMB (and many more) in an approximate Bayesian inference framework.

[mgcv](https://cran.r-project.org/package=mgcv) can fit similar SPDE-based Gaussian random field models with code included in [Miller et al. (2019)](https://doi.org/10.1007/s13253-019-00377-z).

A table in the [sdmTMB preprint](https://doi.org/10.1101/2022.03.24.485545) describes functionality and timing comparisons between sdmTMB, VAST, INLA/inlabru, and mgcv and the discussion makes suggestions about when you might choose one package over another.

## Basic use

An sdmTMB model requires a data frame that contains a response column, columns for any predictors, and columns for spatial coordinates.
It usually makes sense to convert the spatial coordinates to an equidistant projection such as UTMs such that distance remains constant throughout the study region [e.g., using `sf::st_transform()`].
Here, we illustrate a spatial model fit to Pacific cod (*Gadus macrocephalus*) trawl survey data from Queen Charlotte Sound, BC, Canada.
Our model contains a main effect of depth as a penalized smoother, a spatial random field, and Tweedie observation error.
Our data frame `pcod` (built into the package) has a column `year` for the year of the survey, `density` for density of Pacific cod in a given survey tow, `present` for whether `density > 0`, `depth` for depth in meters of that tow, and spatial coordinates `X` and `Y`, which are UTM coordinates in kilometres.

```{r, echo=TRUE, eval=FALSE, cache=FALSE}
library(dplyr)
library(ggplot2)
library(sdmTMB)
head(pcod)
```

```{r, echo=FALSE, eval=TRUE, message=FALSE, warning=FALSE, cache=FALSE}
library(dplyr)
library(ggplot2)
library(sdmTMB)
theme_set(theme_light())
dplyr::select(pcod, year, density, present, depth, X, Y) %>% 
  head(n = 3)
```

We start by creating a mesh object that contains matrices to apply the SPDE approach.

```{r}
mesh <- make_mesh(pcod, xy_cols = c("X", "Y"), cutoff = 10)
```

Here, `cutoff` defines the minimum allowed distance between points in the units of `X` and `Y` (km). Alternatively, we could have created any mesh via the fmesher or INLA packages and supplied it to `make_mesh()`. 
We can inspect our mesh object with the associated plotting method `plot(mesh)`.

Fit a spatial model with a smoother for depth:

```{r, warning=FALSE, message=FALSE}
fit <- sdmTMB(
  density ~ s(depth),
  data = pcod,
  mesh = mesh,
  family = tweedie(link = "log"),
  spatial = "on"
)
```

Print the model fit:

```{r}
fit
```

The output indicates our model was fit by maximum (marginal) likelihood (`ML`). We also see the formula, mesh, fitted data, and family. Next we see any estimated main effects including the linear component of the smoother (`sdepth`), the standard deviation on the smoother weights (`sds(depth)`), the Tweedie dispersion and power parameters, the Matérn range distance (distance at which points are effectively independent), the marginal spatial field standard deviation, and the negative log likelihood at convergence.

We can extract parameters as a data frame:

```{r}
tidy(fit, conf.int = TRUE)
tidy(fit, effects = "ran_pars", conf.int = TRUE)
```

Run some basic sanity checks on our model:

```{r}
sanity(fit)
```

Use the [ggeffects](https://github.com/strengejacke/ggeffects) package to plot the smoother effect:

```{r plot-ggpredict-link, warning=FALSE, message=FALSE}
ggeffects::ggpredict(fit, "depth [50:400, by=2]") |> plot()
```

If the depth effect was parametric and not a penalized smoother, we could have alternatively used `ggeffects::ggeffect()` for a fast marginal effect plot.

Predict on new data:

```{r}
p <- predict(fit, newdata = qcs_grid)
```

```{r, eval=FALSE, echo=TRUE}
head(p)
```

```{r, eval=TRUE, echo=FALSE}
select(p, X, Y, depth, est, est_non_rf, est_rf, omega_s) %>% 
  head(n = 3)
```

```{r plot-predictions}
ggplot(p, aes(X, Y, fill = exp(est))) + geom_raster() +
  scale_fill_viridis_c(trans = "sqrt")
```

We could switch to a presence-absence model by changing the response column and family:

```{r, eval=TRUE}
fit <- sdmTMB(
  present ~ s(depth),
  data = pcod, 
  mesh = mesh,
  family = binomial(link = "logit")
)
```

Or a hurdle/delta model by changing the family:

```{r, eval=TRUE}
fit <- sdmTMB(
  density ~ s(depth),
  data = pcod,
  mesh = mesh,
  family = delta_gamma(link1 = "logit", link2 = "log"),
)
```

We could instead fit a spatiotemporal model by specifying the `time` column and a spatiotemporal structure:

```{r, eval=TRUE, echo=TRUE, warning=FALSE, message=FALSE}
fit_spatiotemporal <- sdmTMB(
  density ~ s(depth, k = 5), 
  data = pcod, 
  mesh = mesh,
  time = "year",
  family = tweedie(link = "log"), 
  spatial = "off", 
  spatiotemporal = "ar1"
)
```

If we wanted to create an area-weighted standardized population index, we could predict on a grid covering the entire survey (`qcs_grid`) with grid cell area 4 (2 x 2 km) and pass the predictions to `get_index()`:

```{r plot-index, warning=FALSE, message=FALSE}
grid_yrs <- replicate_df(qcs_grid, "year", unique(pcod$year))
p_st <- predict(fit_spatiotemporal, newdata = grid_yrs, 
  return_tmb_object = TRUE)
index <- get_index(p_st, area = rep(4, nrow(grid_yrs)))
ggplot(index, aes(year, est)) +
  geom_ribbon(aes(ymin = lwr, ymax = upr), fill = "grey90") +
  geom_line(lwd = 1, colour = "grey30") +
  labs(x = "Year", y = "Biomass (kg)")
```

Or the center of gravity:

```{r plot-cog}
cog <- get_cog(p_st, format = "wide")
ggplot(cog, aes(est_x, est_y, colour = year)) +
  geom_pointrange(aes(xmin = lwr_x, xmax = upr_x)) +
  geom_pointrange(aes(ymin = lwr_y, ymax = upr_y)) +
  scale_colour_viridis_c()
```

For more on these basic features, see the vignettes [Intro to modelling with sdmTMB](https://pbs-assess.github.io/sdmTMB/articles/basic-intro.html) and [Index standardization with sdmTMB](https://pbs-assess.github.io/sdmTMB/articles/index-standardization.html). 

## Advanced functionality

### Time-varying coefficients

Time-varying intercept:

```{r, eval=FALSE}
fit <- sdmTMB(
  density ~ 0 + s(depth, k = 5), 
  time_varying = ~ 1, 
  data = pcod, mesh = mesh,
  time = "year",  
  family = tweedie(link = "log"),
  silent = FALSE # see progress
)
```

Time-varying (random walk) effect of depth:

```{r, eval=FALSE}
fit <- sdmTMB(
  density ~ 1, 
  time_varying = ~ 0 + depth_scaled + depth_scaled2,
  data = pcod, mesh = mesh,
  time = "year",
  family = tweedie(link = "log"),
  spatial = "off",
  spatiotemporal = "ar1",
  silent = FALSE
)
```

See the vignette [Intro to modelling with sdmTMB](https://pbs-assess.github.io/sdmTMB/articles/basic-intro.html) for more details.

### Spatially varying coefficients (SVC)

Spatially varying effect of time:

```{r, eval=TRUE, warning=FALSE}
pcod$year_scaled <- as.numeric(scale(pcod$year))
fit <- sdmTMB(
  density ~ s(depth, k = 5) + year_scaled,
  spatial_varying = ~ year_scaled, 
  data = pcod, mesh = mesh, 
  time = "year",
  family = tweedie(link = "log"),
  spatiotemporal = "off"
)
```

See `zeta_s` in the output, which represents the coefficient varying in space. You'll want to ensure you set up your model such that it ballpark has a mean of 0 (e.g., by including it in `formula` too).

```{r plot-zeta}
grid_yrs <- replicate_df(qcs_grid, "year", unique(pcod$year))
grid_yrs$year_scaled <- (grid_yrs$year - mean(pcod$year)) / sd(pcod$year)
p <- predict(fit, newdata = grid_yrs) %>% 
  subset(year == 2011) # any year
ggplot(p, aes(X, Y, fill = zeta_s_year_scaled)) + geom_raster() +
  scale_fill_gradient2()
```

See the vignette on [Fitting spatial trend models with sdmTMB](https://pbs-assess.github.io/sdmTMB/articles/spatial-trend-models.html) for more details.

### Random intercepts

We can use the same syntax (`1 | group`) as lme4 or glmmTMB to fit random intercepts:

```{r, eval=FALSE, echo=TRUE, warning=FALSE, message=FALSE}
pcod$year_factor <- as.factor(pcod$year)
fit <- sdmTMB(
  density ~ s(depth, k = 5) + (1 | year_factor),
  data = pcod, mesh = mesh,
  time = "year",
  family = tweedie(link = "log")
)
```

### Breakpoint and threshold effects

```{r, eval=FALSE}
fit <- sdmTMB(
  present ~ 1 + breakpt(depth_scaled), 
  data = pcod, mesh = mesh,
  family = binomial(link = "logit")
)
```

```{r, eval=FALSE}
fit <- sdmTMB(
  present ~ 1 + logistic(depth_scaled), 
  data = pcod, mesh = mesh,
  family = binomial(link = "logit")
)
```

See the vignette on [Threshold modeling with sdmTMB](https://pbs-assess.github.io/sdmTMB/articles/threshold-models.html) for more details.

### Simulating data

#### Simulating data from scratch

```{r}
predictor_dat <- expand.grid(
  X = seq(0, 1, length.out = 100), Y = seq(0, 1, length.out = 100)
)
mesh <- make_mesh(predictor_dat, xy_cols = c("X", "Y"), cutoff = 0.05)
sim_dat <- sdmTMB_simulate(
  formula = ~ 1,
  data = predictor_dat,
  mesh = mesh,
  family = poisson(link = "log"),
  range = 0.3,
  sigma_O = 0.4,
  seed = 1,
  B = 1 # B0 = intercept
)
head(sim_dat)

# sample 200 points for fitting:
set.seed(1)
sim_dat_obs <- sim_dat[sample(seq_len(nrow(sim_dat)), 200), ]
```

```{r plot-sim-dat}
ggplot(sim_dat, aes(X, Y)) +
  geom_raster(aes(fill = exp(eta))) + # mean without observation error
  geom_point(aes(size = observed), data = sim_dat_obs, pch = 21) +
  scale_fill_viridis_c() +
  scale_size_area() +
  coord_cartesian(expand = FALSE)
```

Fit to the simulated data:

```{r}
mesh <- make_mesh(sim_dat_obs, xy_cols = c("X", "Y"), cutoff = 0.05)
fit <- sdmTMB(
  observed ~ 1,
  data = sim_dat_obs,
  mesh = mesh,
  family = poisson()
)
```

See [`?sdmTMB_simulate`](https://pbs-assess.github.io/sdmTMB/reference/sdmTMB_simulate.html) for more details.

#### Simulating from an existing fit

```{r sim, include=FALSE, eval=FALSE}
s <- simulate(fit, nsim = 500)
dim(s)
s[1:3,1:4]
```

``` r
s <- simulate(fit, nsim = 500)
dim(s)
#> [1] 969 500
s[1:3,1:4]
#>      [,1]     [,2]     [,3]     [,4]
#> [1,]    0 59.40310 83.20888  0.00000
#> [2,]    0 34.56408  0.00000 19.99839
#> [3,]    0  0.00000  0.00000  0.00000
```

See the vignette on [Residual checking with sdmTMB](https://pbs-assess.github.io/sdmTMB/articles/residual-checking.html),  [`?simulate.sdmTMB`](https://pbs-assess.github.io/sdmTMB/reference/simulate.sdmTMB.html), and [`?dharma_residuals`](https://pbs-assess.github.io/sdmTMB/reference/dharma_residuals.html) for more details.

### Sampling from the joint precision matrix

We can take samples from the implied parameter distribution assuming an MVN covariance matrix on the internal parameterization:

```{r plot-mvn}
samps <- gather_sims(fit, nsim = 1000)
ggplot(samps, aes(.value)) + geom_histogram() +
  facet_wrap(~.variable, scales = "free_x")
```

See [`?gather_sims`](https://pbs-assess.github.io/sdmTMB/reference/gather_sims.html) and [`?get_index_sims`](https://pbs-assess.github.io/sdmTMB/reference/get_index_sims.html) for more details.

### Calculating uncertainty on spatial predictions

The fastest way to get point-wise prediction uncertainty is to use the MVN samples:

```{r plot-pred-mvn}
p <- predict(fit, newdata = predictor_dat, nsim = 500)
predictor_dat$se <- apply(p, 1, sd)
ggplot(predictor_dat, aes(X, Y, fill = se)) +
  geom_raster() +
  scale_fill_viridis_c(option = "A") +
  coord_cartesian(expand = FALSE)
```

### Cross validation

sdmTMB has built-in functionality for cross-validation. If we were to set a `future::plan()`, the folds would be fit in parallel:

```{r cv, warning=FALSE}
mesh <- make_mesh(pcod, c("X", "Y"), cutoff = 10)
## Set parallel processing if desired:
# library(future)
# plan(multisession)
m_cv <- sdmTMB_cv(
  density ~ s(depth, k = 5),
  data = pcod, mesh = mesh,
  family = tweedie(link = "log"), k_folds = 2
)
# Sum of log likelihoods of left-out data:
m_cv$sum_loglik
```

See [`?sdmTMB_cv`](https://pbs-assess.github.io/sdmTMB/reference/sdmTMB_cv.html) for more details.

### Priors

Priors/penalties can be placed on most parameters. For example, here we place a PC (penalized complexity) prior on the Matérn random field parameters, a standard normal prior on the effect of depth, a Normal(0, 10^2) prior on the intercept, and a half-normal prior on the Tweedie dispersion parameter (`phi`):

```{r priors}
mesh <- make_mesh(pcod, c("X", "Y"), cutoff = 10)
fit <- sdmTMB(
  density ~ depth_scaled,
  data = pcod, mesh = mesh,
  family = tweedie(),
  priors = sdmTMBpriors(
    matern_s = pc_matern(range_gt = 10, sigma_lt = 5),
    b = normal(c(0, 0), c(1, 10)),
    phi = halfnormal(0, 15)
  )
)
```

We can visualize the PC Matérn prior:

```{r plot-pc-matern}
plot_pc_matern(range_gt = 10, sigma_lt = 5)
```

See [`?sdmTMBpriors`](https://pbs-assess.github.io/sdmTMB/reference/priors.html) for more details.

### Bayesian MCMC sampling with Stan

The fitted model can be passed to the tmbstan package to sample from the posterior with Stan. See the [Bayesian vignette](https://pbs-assess.github.io/sdmTMB/articles/web_only/bayesian.html).

### Turning off random fields

We can turn off the random fields for model comparison:

```{r no-rf, warning=FALSE, message=FALSE}
fit_sdmTMB <- sdmTMB(
  present ~ poly(depth_scaled, 2),
  data = pcod, mesh = mesh,
  spatial = "off",
  family = binomial()
)
fit_glm <- glm(
  present ~ poly(depth_scaled, 2),
  data = pcod,
  family = binomial()
)

tidy(fit_sdmTMB)
broom::tidy(fit_glm)
```

### Using a custom fmesher mesh

Defining a mesh directly with INLA:

```{r inla-mesh, warning=FALSE, fig.asp = 1, dpi = 40, out.width = "30%"}
bnd <- INLA::inla.nonconvex.hull(cbind(pcod$X, pcod$Y), convex = -0.1)
mesh_inla <- INLA::inla.mesh.2d(
  boundary = bnd,
  max.edge = c(25, 50)
)
mesh <- make_mesh(pcod, c("X", "Y"), mesh = mesh_inla)
plot(mesh)
```

```{r inla-mesh2, eval=FALSE}
fit <- sdmTMB(
  density ~ s(depth, k = 5),
  data = pcod, mesh = mesh,
  family = tweedie(link = "log")
)
```

### Barrier meshes

A barrier mesh limits correlation across barriers (e.g., land or water). See `add_barrier_mesh()` in [sdmTMBextra](https://github.com/pbs-assess/sdmTMBextra).