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Theory and notation

Muhammad Yaseen

2026-11-05

1 Abstract

The models behind the analyses and the notation of the help pages.

2 Notation

stab_notation(
    format = c("table", "path", "tex")[1]
  )
                                               symbol            text     kind
                                               <char>          <char>   <char>
 1:                                                 G               G   scalar
 2:                                                 E               E   scalar
 3:                                                 B               B   scalar
 4:                                           i, j, k           i j k    index
 5:                     \\mathbf{Y} = (\\bar{y}_{ij})               Y   matrix
 6: \\bar{y}_{i\\cdot}, \\bar{y}_{\\cdot j}, \\bar{y}   y_i. y_.j y..   scalar
 7:                            \\mathbf{Z} = (z_{ij})               Z   matrix
 8:                                               I_j             I_j   scalar
 9:                                          s^2, f_e          s2 f_e   scalar
10:                                          \\beta_i             b_i   scalar
11:                                         S^2_{d_i}           S2d_i   scalar
12:                                               W_i             W_i   scalar
13:                                       \\sigma^2_i        sigma2_i   scalar
14:                                        \\lambda_n        lambda_n   scalar
15:  \\boldsymbol{\\gamma}_n, \\boldsymbol{\\delta}_n gamma_n delta_n   vector
16:                                                 P               P   scalar
17:                      \\mathbf{g}_i, \\mathbf{e}_j         g_i e_j   vector
18:                                       \\mathbf{a}               a   vector
19:                            \\alpha, Z_{1-\\alpha}         alpha z   scalar
20:                                               P_i             P_i   scalar
21:                              S^{(1)}_i, S^{(2)}_i       S1_i S2_i   scalar
22:                    \\mathbf{A}^\\top, \\mathbf{1}           A^T 1 operator
                                               symbol            text     kind
                                               <char>          <char>   <char>
                                                                                                 meaning
                                                                                                  <char>
 1:                                                                                  number of genotypes
 2:                                                                               number of environments
 3:                                                             number of replicates in each environment
 4:                                                                     genotype, environment, replicate
 5:                                                               table of genotype-by-environment means
 6:                                                                genotype, environment and grand means
 7:                                              interaction effects (means centred on rows and columns)
 8:                                                 environment index, environment mean minus grand mean
 9:                                     pooled error mean square of the plots and its degrees of freedom
10:                                              regression slope of genotype i on the environment index
11:                                                            Eberhart and Russell's deviation variance
12:                                                                                  Wricke's ecovalence
13:                                                                          Shukla's stability variance
14:                              n-th singular value (AMMI: of Z; GGE: of the environment-centred means)
15:                                                            genotype and environment singular vectors
16: singular value partition of the GGE biplot: 1 genotype-focused, 0.5 symmetric, 0 environment-focused
17:                                                    GGE biplot points of genotype i and environment j
18:                                                            direction of the average environment axis
19:    risk of a low yield accepted in the safety-first and reliability indices, and the normal quantile
20:                                                                   Lin and Binns' superiority measure
21:                                          Huehn's mean absolute rank difference and variance of ranks
22:                                                                            transpose, vector of ones
                                                                                                 meaning
                                                                                                  <char>
    argument
      <char>
 1:     .gen
 2:     .env
 3:     .rep
 4:         
 5:       .y
 6:         
 7:         
 8:         
 9:         
10:         
11:         
12:         
13:         
14:         
15:         
16:     .svp
17:         
18:         
19:    alpha
20:         
21:         
22:         
    argument
      <char>

3 The two-way table

All methods start from the table of means \(\mY = (\ybar_{ij})\), \(G\) genotypes by \(E\) environments, each the mean of \(B\) replicates. The additive model and the interaction:

\[ \ybar_{ij} = \mu + g_i + e_j + z_{ij}, \qquad z_{ij} = \ybar_{ij} - \ybar_{i\cdot} - \ybar_{\cdot j} + \ybar . \]

Regression methods model the interaction as a linear function of the environment index \(I_j = \ybar_{\cdot j} - \ybar\): \(\ybar_{ij} = \mu_i + \beta_i I_j + \delta_{ij}\).

Variance methods summarise each row of \(\mZ\): Wricke’s ecovalence \(W_i = \sum_j z_{ij}^2\) and Shukla’s stability variance \(\sigma^2_i = [G(G-1)W_i - \sum_k W_k]/[(E-1)(G-1)(G-2)]\).

AMMI decomposes \(\mZ\) by its singular values, \(\mZ = \sum_n \lambda_n \vg_n \vd_n^\top\), and tests each term.

GGE decomposes the environment-centred table \(\mX = (\ybar_{ij} - \ybar_{\cdot j})\), genotype main effect plus interaction, and plots its first two terms.

4 Scales

The analyses of variance are on the scale of the plots; the stability statistics on the scale of the means. A mean square of the means corresponds to a plot mean square divided by \(B\); the pooled error of the means is \(s^2/B\).

5 Summary

One table of means, four views of it: regression, variance, AMMI and GGE.

6 References

Becker, H. C. and Leon, J. (1988). Stability analysis in plant breeding. Plant Breeding, 101(1), 1–23.

Gauch, H. G. (1992). Statistical Analysis of Regional Yield Trials: AMMI Analysis of Factorial Designs. Elsevier, Amsterdam.

Yan, W., Hunt, L. A., Sheng, Q. and Szlavnics, Z. (2000). Cultivar evaluation and mega-environment investigation based on the GGE biplot. Crop Science, 40(3), 597–605.

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