Introduction to dyadicMarkov

Purpose of the package

dyadicMarkov implements an R workflow for identifying patterns of interaction in categorical dyadic sequences using transition matrices. The package is designed for situations in which one or two categorical variables are observed repeatedly for both members of one dyad, so that the analysis accounts for both temporal dependence and dyadic dependence.

dyadicMarkov is based on three methodological papers on dyadic pattern analysis with the Longitudinal Actor-Partner Interdependence Model (L-APIM) and Markov chains. The univariate single-case method is described by Bollenrücher et al. (2023). The visualization and clustering methodology described by Bollenrücher et al. (2024) provides a complementary analysis of similar dyadic behaviors. The bivariate single-case method is described by Böllenrücher et al. (in press).

Real-world use cases

The package is intended for ordered categorical observations collected from two members of a dyad. In practice, such sequences may arise from coded interaction data, daily diary studies, repeated binary responses, or intensive longitudinal designs. For example, researchers may code whether each partner shows a given behavior at each measurement occasion, whether a parent and child are in one of several interaction states, or whether two individuals report the presence or absence of a response across repeated observations.

The package summarizes how the next state of the analyzed sequence is associated with its own previous state and with the previous state of the partner. The resulting pattern labels help describe whether the observed transitions are better characterized by actor dependence, partner dependence, actor-partner dependence, independence, or, in the bivariate workflow, by partial or complete bivariate dependence structures.

The example datasets included in the package are synthetic. They are used to make the required input structure reproducible and easy to inspect. They should be read as small stand-ins for real ordered dyadic sequences, not as substantive empirical datasets.

Data structure

The package works with categorical dyadic sequences. In the univariate case, one categorical variable is observed over time for two members of a dyad. For each function call, the first member is the member whose next state is modeled, and the second member supplies the partner sequence. The roles can be reversed to analyze the other member.

In the bivariate case, two categorical variables are observed over time for both members of the dyad. The current implementation supports binary variables (states = 2). The corresponding empirical count matrix has 16 rows and 2 columns. Each row represents one of the 16 possible lagged combinations formed by the first member and the second member on the main variable and on the second variable. The two columns represent the possible next states of the first member on the main variable.

The state-space scope differs between the two methods. The univariate workflow supports any integer number of categorical states ≥ 2, whereas the bivariate workflow currently supports states = 2 only.

Estimation and identification

The package separates estimation from identification. Estimation summarizes the observed sequences as empirical transition counts and maximum-likelihood transition probabilities. Identification compares the observed transition structure with restricted transition structures corresponding to interpretable patterns of interaction.

In the univariate workflow, the relevant patterns are actor-partner, actor-only, partner-only and independence. In the bivariate workflow, the analysis first identifies the global case as trivial, univariate, partial bivariate or complete bivariate. A trivial case has no subsequent local pattern. A univariate case is followed by univariatePattern() on the main-variable sequences. Partial and complete cases are followed by partialPattern() and completePattern(), respectively.

The comparison statistics also differ by step. The univariate pattern-identification procedure uses the Likelihood-Ratio Test (LRT) nomenclature of the underlying method; dyadicMarkov evaluates these comparisons using Pearson’s chi-squared statistic, \(X^2 = \sum (O-E)^2/E\). The global bivariate approach compares nested models within the same LRT framework. bivariateCase() performs two chi-squared tests involving the actor-partner pattern A1 and the partial actor-partner pattern B1. The local partial and complete bivariate procedures instead compute the G-squared deviance, \(G^2 = 2\sum O\log(O/E)\), and then calculate \(AIC = G^2 + 2k\) for each candidate structure.

Exported functions

The user-facing workflow is organized around seven exported functions:

Assumptions and current scope

The workflow assumes categorical states coded by integers from 1 to states, equal chain lengths, ordered repeated observations, and a first-order homogeneous transition process. Inputs containing NA are rejected; missing observations are not deleted or imputed automatically because they break the construction of transition pairs.

Based on the sensitivity analysis reported in Böllenrücher et al. (in press), a minimum sequence length of 90 measurement points is recommended for applying the method. Pattern-identification accuracy improves with longer sequences; for shorter sequences, particularly at 30 measurement points, the procedure often results in a trivial pattern, whereas from 90 measurement points onward the occurrence of trivial patterns diminishes significantly. This is methodological guidance rather than a hard input requirement in dyadicMarkov.

Relationship to the workflow vignettes

This introduction explains the scope and structure of the package. The univariate workflow vignette shows the use of countEmp(), mleEstimation(), and univariatePattern(). The bivariate workflow vignette shows the use of countEmpBivariate(), bivariateCase(), partialPattern(), and completePattern(). The sensitivity analysis vignette examines how sequence length affects pattern identification using the fixed simulation datasets distributed with the package.

References

Bollenrücher, Mégane, Joëlle Darwiche, and Jean-Philippe Antonietti. 2023. “Dyadic Pattern Analysis Using Longitudinal Actor-Partner Interdependence Model with Markov Chains for Unique Case Analysis.” The Quantitative Methods for Psychology 19 (3): 230–43. https://doi.org/10.20982/tqmp.19.3.p230.
Bollenrücher, Mégane, Joëlle Darwiche, and Jean-Philippe Antonietti. 2024. “Methodology for Identification, Visualization, and Clustering of Similar Behaviors in Dyadic Sequences Analyzed Through the Longitudinal Actor-Partner Interdependence Model with Markov Chains.” The Quantitative Methods for Psychology 20 (1): 17–32. https://doi.org/10.20982/tqmp.20.1.p017.
Böllenrücher, Mégane, Joëlle Darwiche, and Jean-Philippe Antonietti. in press. “Bivariate Dyadic Patterns Analysis Using Longitudinal Actor-Partner Interdependence Model and Markov Chains for Single-Case.” Quantitative and Computational Methods in Behavioral Sciences, ahead of print, in press. https://doi.org/10.23668/psycharchives.22174.