Dear Karo

Just a few of additional things that may be helpful and haven't come up in the 
suggestions before.

You seem to ask questions at a fairly mathematical level. In addition to 
Kendall et al. (1999), which has been recommended before but really is not an 
easy read, you may want to look at these:
Small, C. G. 1996, The statistical theory of shape. New York, Springer-Verlag.
[The author is a former associate of David Kendall's group, and this book 
focuses quite a bit on shape spaces etc., but is probably more accessible than 
Kendall's own publications.]
Also, do have a look at the relevant chapters in the book by Dryden and Mardia:
Dryden, I. L., and K. V. Mardia. 2016, Statistical shape analysis, with 
applications in R. Chichester, Wiley. 
[The book is very well organised and has lots of references to the area of 
statistical shape analysis, so is a good starting point.]

In a less mathematical way, but in a more graphical style aiming at the 
readers' intuition, I have addressed some of the same questions in this paper, 
published last year:
Klingenberg, C. P. 2020. Walking on Kendall’s shape space: understanding shape 
spaces and their coordinate systems. Evolutionary Biology 47:334–352.
https://link.springer.com/article/10.1007/s11692-020-09513-x

I hope this is helpful.

Best wishes
Chris

-- 

***********************************
Christian Peter Klingenberg
School of Biological Sciences
University of Manchester
Michael Smith Building
Oxford Road
Manchester M13 9PT
United Kingdom
 
Web site: https://morphometrics.uk
E-mail: [email protected]
Phone: +44 161 2753899
Skype: chris_klingenberg
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-----Original Message-----
From: <[email protected]> on behalf of "[email protected]" 
<[email protected]>
Date: Wednesday, 8 September 2021 at 02:18
To: Morphmet <[email protected]>
Subject: [MORPHMET2] Questions about Kendall’s shape space and tangent space 
projection

    Dear Morphometricians,

    I am currently trying to understand the mathematical backgrounds of 
landmark-based geometric morphometrics. Some questions arose that we could not 
answer during discussions in our lab which is why I hope you can help - many 
thanks in advance!

    The first question is: What exactly is “Kendall’s shape space”? If I 
understand Kendall’s (1984) statement in Eq. 4 correctly, the shape space is a 
quotient space; the elements are equivalence classes of pre-shapes (a fiber on 
the pre-shape sphere becomes one element in shape space). The elements of the 
equivalence classes have less “coordinates” (vector elements) than the original 
landmark configuration and lie on a hyperdimensional sphere with a radius of 1. 
In Theorem 2 Kendall (1984) states that the shape space for triangles is 
isometric to a three-dimensional sphere with a radius of 0.5. The triangles on 
this sphere with a radius of 0.5 are represented by three Cartesian coordinates 
that are calculated from the original landmark configuration (Kendall 1984, 
section 5), whereas the triangles are represented by equivalence classes in 
shape space.
    In several publications I now find illustrations of a hemisphere of radius 
1 and a sphere of radius 0.5 (both share one point at the pole); those 
publications usually use the full landmark set. The sphere of radius 0.5 is 
often termed “Kendall’s shape space” (sometimes with a reference to triangles, 
sometimes not). So, how does this fit with the definitions and statements in 
Kendall (1984)? Is there a publication that extends Kendall (1984) to the use 
of full landmark configurations and explains how they are (mathematically) 
related to the sphere with radius 0.5 (for all numbers and dimensions of 
landmarks)? Related to this question: what do the points on the sphere of 
radius 0.5 in those publications look like? Are they equivalence classes, full 
landmark configurations, or 3 cartesian coordinates representing triangles? Are 
they really scaled to unit centroid size as the shapes on the pre-shape sphere 
[= elements of equivalence classes in shape space]? 

    The second question is: Why do we need a tangent space projection? I 
understand that the superimposed landmark configurations lie on a 
hyper-hemisphere and I know the argument that standard statistical procedures 
need a linear space. Yet, the superimposed landmark configurations are matrices 
or vectors, depending on how they are formatted, for which we can compute 
Euclidean distances. Where exactly do the statistical tests go wrong if we use 
the superimposed landmark configurations without tangent space projection and 
calculate Euclidean distances?
    If I, for example, think about MANOVAs as suggested by Anderson (2001, 
Austral Ecology), I guess that the mean shapes of the groups need to be 
calculated to be able to calculate the different sums of squares. If the mean 
“shape” is calculated by group-wisely simply calculating the mean of each of 
the coordinates, the resulting mean “shape” of each group lies within the 
hyper-hemisphere of radius 1. So the mean “shape” is not a shape because the 
centroid size is not standardized. Yet, if I got all distance calculations 
correctly (see attached R-script 
“Compare_distance_measures_in_original_and_tangent_space.R”), I find that the 
Euclidean distances between the mean “shapes” inside the hyper-hemisphere are 
slightly closer to the corresponding Procrustes distances than the Euclidean 
distances in tangent space; the Procrustes distances have been calculated by 
rescaling the mean “shapes” to unit centroid size followed by determining the 
arc length between them. If the mean “shapes” inside the hyper-hemisphere are 
rescaled to unit centroid size, then the Euclidean distances between them are 
even closer to the Procrustes distances.
    In addition, if I simulate groups of landmark configurations, superimpose 
them without and with tangent space projection, and test for significant 
differences between the groups, I feel that the decision on the significance of 
the group differences is correct slightly more often if it is based on the 
superimposed landmark sets without tangent space projection (not exhaustively 
or formally tested; see R-script 
“compare_ProcrustesMANOVA_in_original_and_tangent_space.R”).

    And one last, more general question: If all landmark configurations are 
superimposed onto a common mean shape, does this also minimize the Procrustes 
distances (measured as arc length) between all pairs of landmark configurations 
and between the mean shapes of sub-groups of landmark configurations? 

    Thanks a lot for your insights!

    Kind regards
    Karo
    -- 
    Dr. Karolin Engelkes
    Institute of Evolutionary Biology and Animal Ecology
    University of Bonn

    Phone: +49 (0) 228 73 5481

    An der Immenburg 1
    53121 Bonn
    Germany
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