---
title: "Deriving life history traits from an MPM"
author: 
 - Patrick Barks
 - Judy Che-Castaldo
 - Rob Salguero-Gomez
 - Others
date: "`r Sys.Date()`"
output: rmarkdown::html_vignette
vignette: >
  %\VignetteIndexEntry{Deriving life history traits from an MPM}
  %\VignetteEncoding{UTF-8}
  %\VignetteEngine{knitr::rmarkdown}
editor_options: 
  chunk_output_type: console
---

```{r setup, include = FALSE}
knitr::opts_chunk$set(
  collapse = TRUE,
  comment = "#>"
)
```



## Introduction

The aim of this vignette is to provide further details on the functions in `Rage` for estimating life history traits and on the traits themselves. Life history describes the sequence and pattern of the key events in an organism's life cycle, pertaining to the schedule of survival, development, and reproduction. By aggregating individual-level demographic rates into an MPM, we can calculate a set of life history traits to describe the expected patterns for individuals within the population. These calculations follow methods from Caswell (2001) and Morris & Doak (2003).



## Loading MPMs and basic anatomy

We will start by loading the `Rage` package and an example MPM included in the package called `mpm1`, which we'll be using throughout this vignette.

```{r}
library(Rage) # load Rage
data(mpm1) # load data object 'mpm1'
mpm1 # display the contents
```

Although we demonstrate these trait calculations using a single MPM, each function can be applied to a set of MPMs for comparative analysis of life histories across species and populations. 



## Survival and lifespan traits

Two life history traits pertaining to survival that can be estimated using functions in `Rage` are mean life expectancy and longevity. Assuming that there is no trade-off between survival and reproduction, these functions do not require information about reproduction. Instead, they only require a __U__ matrix (supplied to the functions' `matU` argument).

The function `life_expect_mean()` estimates mean life expectancy, or the mean time to death, and the variance in time to death can be obtained using `life_expect_var()`.

```{r}
# mean life expectancy from "seed" stage
life_expect_mean(matU = mpm1$matU, start = 1)

# variance in life expectancy from "seed" stage
life_expect_var(matU = mpm1$matU, start = 1)
```

Life expectancy is dependent on a starting stage, which is specified using the `start` argument. That is, the expected time to death will be different for an individual that is currently in the first stage (i.e., `start = 1`) than if it is in a later stage along its life cycle. This is because the latter assumes the individual has survived to that stage, and it has already lived a portion of its lifespan. In the example MPM, life expectancy from the first stage ("seed") is shorter than that from the second stage ("small") due to the relatively low probability of survival in the seed stage, reducing the expected time to death.   

```{r}
# mean life expectancy from "small" stage
life_expect_mean(matU = mpm1$matU, start = 2)
```


Sometimes one may want to include multiple starting stage classes when calculating life expectancy. For example, life expectancy from reproductive maturity (i.e. first reproduction) can be calculated while accounting for the possibility that an individual may first reproduce in one of several stages. In this case, the `start` argument can be specified as a vector (of the same length as the matrix dimension) giving the proportion of individuals starting in each stage. For example, life expectancy given 40% of individuals start from the "small" stage and 60% from the "medium" stage of the example MPM would be calculated as:

```{r}
life_expect_mean(matU = mpm1$matU, start = c(0, 0.4, 0.6, 0, 0))
```


The function `longevity()` estimates the time to which the survivorship of a cohort falls below a user-defined critical threshold, specified as a value (between 0 and 1) supplied to the `lx_crit` argument. The specifications regarding the `start` argument for `life_expect()` also applies to this function. Using the example MPM, the post-germination years until survivorship falls to below 5% would be calculated as:

```{r}
longevity(matU = mpm1$matU, start = 2, lx_crit = 0.05)
```


Similarly to the mean life expectancy function, here one too can examine how longevity differs depending on the starting stage. With the example MPM, longevity increases from 2 years to 7 years after an individual germinates. Longevity is highest for the "medium" and "large" stages, but is the same for individuals starting in the "small" stage as those starting in the "dormant" stage.  

```{r}
longval <- NULL
startvec <- seq_len(nrow(mpm1$matU)) # vector of starting stages

for (i in startvec) {
  longval[i] <- longevity(matU = mpm1$matU, start = startvec[i], lx_crit = 0.05)
}

plot(longval,
  type = "l", xlab = "Starting stage",
  ylab = "Longevity to 5% survivorship"
)
longval
```

## Reproduction and maturation traits

In addition how long individuals can be expected to live, species and populations also differ in how quickly and often they reproduce, and how many offspring are produced and recruited into the population. Several related traits measure these various aspects of reproduction, and they require information contained in the __F__ submatrix as well as the __U__ submatrix.

The net reproductive rate, *R<sub>0</sub>* is the cumulative number of offspring that a newborn individual will produce over its lifetime. 

```{r}
net_repro_rate(matU = mpm1$matU, matR = mpm1$matF)
```

This life history trait is also called the the per-generation growth rate, because if an individual produces more than one offspring, it more than replaces itself and so the population will grow. Note that this growth rate is different than the population growth rate $\lambda because the units of *R<sub>0</sub>* are in generations rather than absolute time (i.e., the time step of the transition matrix, often 1 year). The generation time (*T*) can thus be defined as the amount of time it takes for a population to grow by a factor of *R<sub>0</sub>*, which can be obtained by:

```{r}
gen_time(matU = mpm1$matU, matR = mpm1$matF)
```

Generations may be bounded using different criteria, leading to estimates of *T* that are identical only for organisms that reproduce once at a uniform age. Alternative methods for calculating the generation time can be selected using the `method` argument. Currently supported are (*i*) the average age difference between parents and offspring (`method = "age_diff"`) and (*ii*) the expected age at which members of a cohort reproduce (`method = "cohort"`).

The age at reproductive maturity is the average amount of time an individual will take to enter a reproductive stage for the first time in the population. Similar to life expectancy, mean time to reproduction will depend on the starting stage, again specified using the `start` argument. In the case of the example MPM where the first stage is "seed", one may be more interested in estimating the time to reproduction for individuals that have already germinated (i.e., `start = 2`).

```{r}
mature_age(matU = mpm1$matU, matR = mpm1$matF, start = 2)
```


The probability of reaching reproductive maturity before death, for individuals that have already become established (e.g. germinated in the case of plants in this particular example), is:

```{r}
mature_prob(matU = mpm1$matU, matR = mpm1$matF, start = 2)
```

As discussed above, there may be multiple stages in which an individual can first reproduce. One can also use an MPM to estimate the proportion of individuals that would be expected to first reproduce in each of the reproductive stage classes. For this, we need to specify which stages are reproductive in the `repro_stages` argument. This can be determined from the __F__ matrix based on the columns that have non-zero values, or a non-zero probability of producing offspring.

```{r}
mpm1$matF # We see that the "medium" and "large" stages are reproductive

maturedist <- mature_distrib(
  matU = mpm1$matU, start = 1L,
  repro_stages = c(FALSE, FALSE, TRUE, TRUE, FALSE)
)
maturedist
```

One can then use this distribution to update the estimate of mean life expectancy from reproductive maturity, using the data-based distribution rather than the hypothetical one (40% in "small" stage and 60% in "medium" stage) used above:

```{r}
# mean life expectancy from maturity
life_expect_mean(matU = mpm1$matU, start = c(maturedist))

# mean life expectancy from "small" stage
life_expect_mean(matU = mpm1$matU, start = 2)
```

In doing so, mean life expectancy from maturity is 0.67 years longer than that after germination (from "small" stage). In this case, this difference is due to the higher average survival once an individual reaches reproductive maturity.

## Life table component traits

Other life history traits are calculated from a life table rather than an MPM, in which case one can first use the `mpm_to_` group of functions to derive the necessary life table components: age-specific survivorship (*lx*), survival probability (*px*), mortality hazard (*hx*), and reproduction (*mx*). As above, start stage can too be specified as a specific stage (by number or by name), as well as a vector of proportions in each stage. One can calculate the age-specific rates for post-germination individuals using the example MPM:


```{r}
lx <- mpm_to_lx(matU = mpm1$matU, start = "small")
px <- mpm_to_px(matU = mpm1$matU, start = "small")
hx <- mpm_to_hx(matU = mpm1$matU, start = "small")
mx <- mpm_to_mx(matU = mpm1$matU, matR = mpm1$matF, start = "small")
```


There are multiple applications for these life table estimates. For example, one can visualize the difference in survival curves for individuals starting from the seed stage compared to survival post-germination. 

```{r}
lx_seed <- mpm_to_lx(matU = mpm1$matU, start = "seed")

plot(lx,
  xlab = "Survival time (years)", ylab = "Survivorship",
  type = "s", col = "black"
)
lines(lx_seed, type = "s", col = "orange")
legend("topright",
  inset = c(0.05, 0.05), c("From seed stage", "From small stage"),
  lty = c(1, 1), col = c("orange", "black")
)
```

In this case, there is a large drop in survival (and thus high mortality) in the first year for seeds. Specifically, more than 80% of seeds are not expected to survive their first year, compared to germinated individuals that have a 50% chance of surviving their first year.

Finally, one can use these life table components to calculate additional life history traits related to the types of survival and reproduction trajectories.

Demetrius' entropy is a measure of how reproductive episodes are spread across the lifespan (Demetrius & Gundlach 2014). A value of 0 indicates only one reproduction event in the entire life time (also known as semelparity), and larger values indicate a more even distribution of reproductive events over the life cycle. 

Keyfitz' entropy describes the shape of the age-specific survivorship curve (Demetrius 1978). Values greater than 1 correspond to survival curves type I (high survival in early part of life and decreasing over time), a value of 1 to survival curve type II (constant survival), and values less than 1 to survival curve type III (low survival early and increasing over time) (Salguero-Gómez et al. 2016).

```{r}
entropy_d(lx, mx) # Demetrius' entropy
entropy_k(lx) # Keyfitz' entropy
```

It is important to note that both of these entropy measures may produce unexpected results if only partial survivorship and fecundity age-based trajectories are used in the calculations. Indeed, both metrics of demographic entropy are sensitive to the length of the those trajectory vectors. For example, the Demetrius' entropy calculated above has a negative value due to being calculated from age-specific survivorships and fecundities starting from the "small" stage, and therefore it does not include the full life cycle. 

A more robust way to describe these trajectories is using the area under the curve method. 

## Shape of mortality and fecundity

A life course can be described in terms of its pace (timing of events) and its shape (the distribution of events, either for an individual or for a population). There are several candidate metrics for the pace and shape of mortality, and of fertility. A good measure of the pace of mortality is life expectancy (the average age of death) and a good measure of the shape of mortality are the life-table entropy measures mentioned above, which describe both the survivorship curve and the mortality trajectory (see Baudisch 2011). Measures describing the pace and shape of fertility have also been developed (Baudisch & Stott 2019). In addition to the entropy measures described above, the `shape_` functions are also useful metrics. 

```{r}
# shape of survival/mortality trajectory
shape_surv(lx)

# shape of fecundity trajectory
shape_rep(mx)
```

## References
Baudisch, A. 2011. The pace and shape of ageing. Methods in Ecology and Evolution, 2(4), 375– 382. <https://doi.org/10.1111/j.2041-210X.2010.00087.x>

Baudisch, A, Stott, I. 2019. A pace and shape perspective on fertility. Methods Ecol Evol. 10: 1941– 1951. <https://doi.org/10.1111/2041-210X.13289>

Caswell, H. 2001. Matrix Population Models: Construction, Analysis, and Interpretation. 2nd edition. Sinauer Associates, Sunderland, MA. ISBN-10: 0878930965

Demetrius, L. 1978. Adaptive value, entropy and survivorship curves. Nature 275: 213-214.

Demetrius, L., & Gundlach, V. M. 2014. Directionality theory and the entropic principle of natural selection. Entropy 16: 5428-5522.

Morris, W. F. & Doak, D. F. 2003. Quantitative Conservation Biology: Theory and Practice of Population Viability Analysis. Sinauer Associates, Sunderland, MA. ISBN-10: 0878935460

Salguero-Gómez, R., Jones, O. R., Jongejans, E., Blomberg, S. P., Hodgson, D. J., Mbeau-Ache, C., Zuidema, P. A., de Kroon, H., & Buckley, Y. M. 2016. Fast–Slow continuum and reproductive strategies structure plant life-history variation worldwide. Proceedings of the National Academy of Sciences 113 (1): 230–35

