This paper addresses the question of studying the joint structure of three data tables R, L and Q. In our motivating ecological example, the central table L is a sites-by-species table that contains the number of organisms of a set of species that occurs at a set of sites. At the margins of L are the sites-by-environment data table R and the species-by-trait data table Q. For relating the biological traits of organisms to the characteristics of the environment in which they live, we propose a statistical technique called RLQ analysis (R-mode linked to Qmode), which consists in the general singular value decomposition of the triplet (RtDILDjQ,Dq,Dp) where DI, D j, Dq, ])p are diagonal weight matrices, which are chosen in relation to the type of data that is being analyzed (quantitative, qualitative, etc.). In the special case where the central table is analysed by correspondence analysis, RLQ maximizes the covariance between linear combinations of columns of R and Q. An example in bird ecology illustrates the potential of this method for community ecologists.
Assessing trait responses to environmental gradients requires the simultaneous analysis of the information contained in three tables: L (species distribution across samples), R (environmental characteristics of samples), and Q (species traits). Among the available methods, the so‐called fourth‐corner and RLQ methods are two appealing alternatives that provide a direct way to test and estimate trait–environment relationships. Both methods are based on the analysis of the fourth‐corner matrix, which crosses traits and environmental variables weighted by species abundances. However, they differ greatly in their outputs: RLQ is a multivariate technique that provides ordination scores to summarize the joint structure among the three tables, whereas the fourth‐corner method mainly tests for individual trait–environment relationships (i.e., one trait and one environmental variable at a time). Here, we illustrate how the complementarity between these two methods can be exploited to promote new ecological knowledge and to improve the study of trait–environment relationships. After a short description of each method, we apply them to real ecological data to present their different outputs and provide hints about the gain resulting from their combined use.
1. Methods used for the study of species-environment relationships can be grouped into: (i) simple indirect and direct gradient analysis and multivariate direct gradient analysis (e.g. canonical correspondence analysis), all of which search for non-symmetric patterns between environmental data sets and species data sets; and (ii) analysis of juxtaposed tables, canonical correlation analysis, and intertable ordination, which examine spedes-environment relationships by considering each data set equally. Different analytical techniques are appropriate for fulfilling different objectives. 2. We propose a method, co-inertia analysis, that can synthesize various approaches encountered in the ecological literature. Co-inertia analysis is based on the mathematically coherent Euclidean model and can be universally reproduced (i.e. independently of software) because of its numerical stability. The method performs simultaneous analysis of two tables. The optimizing criterion in co-inertia analysis is that the resulting sample scores (environmental scores and faunistic scores) are the most covariant. Such analysis is particularly suitable for the simultaneous detection of faunistic and environmental features in studies of ecosystem structure. 3. The method was demonstrated using faunistic and environmental data from Friday (Freshzvater Biology 18, 87-104, 1987). In this example, non-symmetric analyses is inappropriate because of the large number of variables (species and environmental variables) compared with the small number of samples. 4. Co-inertia analysis is an extension of the analysis of cross tables previously attempted by others. It serves as a general method to relate any kinds of data set, using any kinds of standard analysis (e.g. principal components analysis, correspondence analysis, multiple correspondence analysis) or between-class and within-class analyses.
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