---
title: "Management zones tutorial"
output:
  rmarkdown::html_vignette:
    toc: true
    fig_caption: true
fontsize: 11pt
documentclass: article
bibliography: references.bib
csl: reference-style.csl
vignette: >
  %\VignetteIndexEntry{Management zones tutorial}
  %\VignetteEngine{knitr::rmarkdown_notangle}
---

```{r, include = FALSE}
h = 3.2
w = 5.0
is_check <- ("CheckExEnv" %in% search()) || any(c("_R_CHECK_TIMINGS_",
             "_R_CHECK_LICENSE_") %in% names(Sys.getenv()))
knitr::opts_chunk$set(
  fig.height = h,
  fig.width = w,
  fig.align = "center",
  eval = !is_check, purl = !is_check,
  root.dir = normalizePath("../..")
)
```

```{r, include = FALSE}
# set up print method
print <- function(x, ...) {
  if (inherits(x, "ConservationProblem")) {
    prioritizr::knit_print.ConservationProblem(x)
  } else if (inherits(x, "OptimizationProblem")) {
    prioritizr::knit_print.OptimizationProblem(x)
  } else {
    base::print(x)
  }
}
```

## Introduction

One of the main aims in conservation planning is to identify the most cost-effective set of areas to manage biodiversity [@r4]. To achieve this, prioritizations are generally created to identify areas for expanding protected area systems. However, many real-world conservation problems do not simply involve deciding if an area should be protected or not [e.g., @r5; @r18]. Instead, many problems involve a range of different management categories and the goal is to determine which areas should be allocated to which management category. For example, a manager might have a range of different methods (e.g., baiting or trapping at various intensities) for controlling invasive pests in a set of different areas [e.g., @r25]. They would need a prioritization that shows which control methods should be implemented in which areas. In this particular case, a binary prioritization showing which areas contain the most biodiversity is simply not helpful. Furthermore, many real-world problems require decisions that meet multiple, and sometimes conflicting, objectives from different stakeholders. For example, a manager might need to implement a set of no-take and partial-take areas to prevent overfishing, but also ensure that there still remain plenty of areas for fishing activities [e.g., @r26; @r27]. Popularized by the _Marxan with Zones_ decision support tool [@r2], this concept has become known as "zones" and is becoming increasingly important in conservation planning.

The aim of this tutorial is to showcase the zones functionality of the _prioritizr R_ package. It will assume a certain level of familiarity with conservation planning terminology and the package. If you don't have much experience in either of these topics, we recommend first reading the [_Package overview_](package_overview.html) vignette.

## Usage

### Simple minimum set problem

In the _prioritizr R_ package, all conservation planning problems -- including those which contain multiple management zones or actions -- are initialized using the `problem` function. To refresh our memory on how we can construct problems, let us quickly construct a simple conservation planning problem. This problem will use the simulated built-in planning unit and feature data distributed with the package. It will have a minimum set objective, targets which require that solutions secure to 10% of the habitat in the study area for each feature, and binary decision variables indicating that planning units are selected or not selected for protection.

```{r, results = "hide"}
# load packages
library(prioritizr)
library(terra)
library(tibble)
```

```{r}
# load data
sim_pu_raster <- get_sim_pu_raster()
sim_features <- get_sim_features()

# create targets for each of the five features
t1 <- rep(0.1, 5)

# build single-zone problem
p1 <-
  problem(sim_pu_raster, sim_features) %>%
  add_min_set_objective() %>%
  add_relative_targets(t1) %>%
  add_binary_decisions()

# print problem
print(p1)

# solve problem
s1 <- solve(p1)

# calculate feature representation
r1 <- eval_feature_representation_summary(p1, s1)
print(r1)

# plot solution
plot(
  s1, main = "solution",
  xlim = c(-0.1, 1.1), ylim = c(-0.1, 1.1), axes = FALSE
)
```

### Adding management zones

Now let us imagine that instead of having a single management zone (e.g., protected area), we have two management zones. Similar to the example above, we require a solution that secures 10 % of the habitat in the study area for each feature in the first management zone. But we also require a solution that secures 5 % of the habitat in the study area for each feature in the second management zone. Each planning unit must be allocated to either zone or not selected for management at all. In this example, each planning unit costs the same when it is allocated to either of the two zones. We can formulate and solve this problem using the following code.

```{r}
# create a matrix with the targets
# here each column corresponds to a different zone,
# each row corresponds to a different feature, and
# each cell value corresponds to the target
t2 <- matrix(NA, ncol = 2, nrow = 5)
t2[, 1] <- 0.1
t2[, 2] <- 0.05

# print targets
print(t2)

# create a zones object that contains the amount of each feature
# in each planning unit when it is allocated to each zone
# since our zones pertain to the same habitat data, we will
# specify the same habitat data for each zone
z2 <- zones("zone 1" = sim_features, "zone 2" = sim_features)

# print zones
print(z2)

# create a multi-layer raster with the planning unit data
## since our planning unit costs are the same for each zone,
## we will create a raster with two replicates of the cost data
pu2 <- c(sim_pu_raster, sim_pu_raster)

# print planning units
print(pu2)

# build two-zone problem
p2 <-
  problem(pu2, z2) %>%
  add_min_set_objective() %>%
  add_relative_targets(t2) %>%
  add_binary_decisions()

# print problem
print(p2)

# solve problem
s2 <- solve(p2)

# calculate feature representation
r2 <- eval_feature_representation_summary(p2, s2)
print(r2)

# plot solution
# here we use the category layer function to generate raster showing the zone
# that each planning unit was allocated. Specifically, pixels with the
# value 1 (yellow) are allocated to "zone 1" and pixels with the value 2 (green)
# are allocated to "zone 2". Units depicted in gray are not allocated
# to any zone.
plot(
  category_layer(s2), main = "solution",
  xlim = c(-0.1, 1.1), ylim = c(-0.1, 1.1), axes = FALSE
)
```

### Multiple zones with varying costs

Real-world problems often have different costs for managing planning units under different zones. These problems also tend to have different expected amounts of each feature when planning units are managed differently. So let us consider a slightly more complex example. Similar to before we will have two management zones. But this time, the cost of managing each planning unit is different depending on which management zone it is assigned to in the solution. Furthermore, when we assign a planning unit to the second zone, we only expect to end up with half of the habitat we would get if we managed the unit in the first zone (e.g., because the second zone is a partial-take zone and the first zone is a no-take zone). We will use the same target data as in the previous example.

```{r, fig.width = 6.0}
# create new planning unit and cost data
pu3 <- get_sim_zones_pu_raster()[[1:2]]

# plot cost data
plot(
  pu3, main = c("zone 1", "zone 2"),
  xlim = c(-0.1, 1.1), ylim = c(-0.1, 1.1), axes = FALSE
)
```

```{r}
# create problem
p3 <-
  problem(pu3, zones(sim_features, sim_features * 0.5)) %>%
  add_min_set_objective() %>%
  add_relative_targets(t2) %>%
  add_binary_decisions()

# print problem
print(p3)

# solve problem
s3 <- solve(p3)

# calculate feature representation
r3 <- eval_feature_representation_summary(p3, s3)
print(r3)

# plot solution
plot(
  category_layer(s3), main = "solution",
  xlim = c(-0.1, 1.1), ylim = c(-0.1, 1.1), axes = FALSE
)
```

### Multiple zones with complex targets

So far, we have dealt with problems where each feature has a target that pertains to a single zone. But sometimes we have targets that pertain to multiple zones. For example, what if we were in charge of managing pest control in a set of areas and we had three different pest control methods we could implement in any given planning unit. We could (i) set up a few traps in a given planning unit and make 10 % of the habitat in the unit pest-free, (ii) set up a lot of traps and make 50 % of the habitat in the unit pest-free, or (iii) drop baits over a given planning unit and make 80 % of the planning unit pest-free. Each of these different actions has a different cost, with a few low intensity trapping costing $100 per planning unit, a high intensity trapping costing $300, and baiting costing $200 (please note these costs aren't meant to be realistic). After defining our management actions and costs, we require a solution that will yield 8 units of pest free habitat per feature. It's important to note that unlike the previous examples, here we don't have targets for each feature in each zone, but rather our targets are for each feature and across multiple zones. In other words, we don't really care which management actions we implement, we just want the set of actions that will meet our targets for minimum expenditure. We can formulate and solve this problem using the following code.

```{r, fig.width = 6.5}
# create planning unit data with costs
pu4 <- c(
  as.int(!is.na(sim_pu_raster)) * 100,
  as.int(!is.na(sim_pu_raster)) * 300,
  as.int(!is.na(sim_pu_raster)) * 200
)
names(pu4) <- c("few traps", "many traps", "baiting")

# plot planning unit data
plot(
  pu4, nr = 1,
  xlim = c(-0.1, 1.1), ylim = c(-0.1, 1.1), axes = FALSE
)
```

```{r}
# create targets
t4 <- tibble(
  feature = names(sim_features),
  zone = list(names(pu4))[rep(1, 5)],
  target = rep(8, 5),
  type = rep("absolute", 5)
)

# print targets
print(t4)

# create problem
p4 <-
  problem(
    pu4,
    zones(
      sim_features * 0.1,
      sim_features * 0.5,
      sim_features * 0.8,
      zone_names = names(pu4),
      feature_names = names(sim_features)
    )
  ) %>%
  add_min_set_objective() %>%
  add_manual_targets(t4) %>%
  add_binary_decisions()

# print problem
print(p4)

# solve problem
s4 <- solve(p4)

# calculate feature representation
r4 <- eval_feature_representation_summary(p4, s4)
print(r4)

# plot solution
plot(category_layer(s4), main = "solution", axes = FALSE)
```

### Multiple zones with extra constraints

So it looks like baiting is the way to go! Except that we might recall that we can't use baits in most of the planning units because they contain native species that are susceptible to baits. So now we need to specify which of our planning units cannot be assigned to the third zone (baiting) to obtain a more useful solution.

```{r}
# create data.frame to specify that we cannot bait in the first 80 units
l5 <- tibble(pu = seq(1, 80), zone = "baiting", status = 0)

# preview locked data
head(l5)

# create problem
p5 <-
  problem(
    pu4,
    zones(
      sim_features * 0.1,
      sim_features * 0.5,
      sim_features * 0.8,
      zone_names = names(pu4),
      feature_names = names(sim_features)
    )
  ) %>%
  add_min_set_objective() %>%
  add_manual_targets(t4) %>%
  add_manual_locked_constraints(l5) %>%
  add_binary_decisions()

# print problem
print(p5)

# solve problem
s5 <- solve(p5)

# calculate feature representation
r5 <- eval_feature_representation_summary(p5, s5)
print(r5)

# plot solution
plot(category_layer(s5), main = "solution", axes = FALSE)
```

### Multiple zones with fragmentation penalties

So now the best strategy seems to be a combination of high intensity trapping and baiting. But we can also see that this solution is fairly fragmented, so we can add penalties to cluster managed planning units together. Here we will add penalties that will cluster the planning units allocated to the two trapping zones together, and penalties that will cluster the planning units allocated to the baiting zone together. We will also set an overall penalty factor to 640 to strongly penalize fragmented solutions.

```{r}
# create matrix that describes boundary penalties between planning units
# allocated to different zones
z6 <- diag(3)
z6[1, 2] <- 1
z6[2, 1] <- 1
colnames(z6) <- c("few traps", "many traps", "baiting")
rownames(z6) <- colnames(z6)

# print matrix
print(z6)

# create problem
p6 <-
  problem(
    pu4,
    zones(
      sim_features * 0.1,
      sim_features * 0.5,
      sim_features * 0.8,
      zone_names = names(pu4),
      feature_names = names(sim_features)
    )
  ) %>%
  add_min_set_objective() %>%
  add_manual_targets(t4) %>%
  add_manual_locked_constraints(l5) %>%
  add_boundary_penalties(penalty = 640, zones = z6) %>%
  add_binary_decisions()

# print problem
print(p6)

# solve problem
s6 <- solve(p6)

# calculate feature representation
r6 <- eval_feature_representation_summary(p6, s6)
print(r6)

# plot solution
plot(category_layer(s6), main = "solution", axes = FALSE)
```

Finally, it appears we might have a viable solution for this made-up conservation problem.

### Multiple zones with fragmentation penalties and mandatory allocations

Finally, we might be interested in conservation planning scenarios where every single planning unit must be allocated to a management zone. This is often the case when developing land-use plans where every single planning unit needs to be allocated to a specific management zone. Though it makes less sense here, let's see what happens to the solution if we needed to do at least one form of control in every single planning unit.

```{r}
# create matrix that describe boundary penalties between planning units
# allocated to different zones
p7 <-
  problem(
    pu4,
    zones(
      sim_features * 0.1,
      sim_features * 0.5,
      sim_features * 0.8,
      zone_names = names(pu4),
      feature_names = names(sim_features)
    )
  ) %>%
  add_min_set_objective() %>%
  add_manual_targets(t4) %>%
  add_mandatory_allocation_constraints() %>%
  add_manual_locked_constraints(l5) %>%
  add_boundary_penalties(penalty = 640, zones = z6) %>%
  add_binary_decisions()

# print problem
print(p7)

# solve problem
s7 <- solve(p7)

# calculate feature representation
r7 <- eval_feature_representation_summary(p7, s7)
print(r7)

# plot solution
plot(category_layer(s7), main = "solution", axes = FALSE)
```

## Conclusion

Hopefully, this vignette has provided an informative introduction to building and solving problems with multiple zones. Although we have examined only a few different functions here, almost every single function for modifying conservation planning problems is compatible with problems that contain zones. It's worth noting that working with multiple zones is a lot trickier than working with a single zone, so we would recommend playing around with the code in the _Examples_ sections of the package documentation to help understand how functions work when applied to multiple zones.

## References
