Errorlocate uses the linear, categorical and conditional rules from a
rules set formulated with R package validate
,
to create a Mixed Integer Problem.
For most users the details of the translation are not relevant and
hidden in locate_errors
. Often the number of errors found
and the processing time are much more relevant parameters.
In a few cases, you may run into a problems with your error localization problem:
locate_errors
is high.locate_errors
missed an obvious error.locate_errors
indicates that it did not find a valid
solution (for some records) .Problem a. can be addressed by using the parallel argument of
locate_errors
(and replace_errors
). Problem b
can be due to that error_locate
ignores non-linear rules,
and therefore is not able to deduce the errors, because it only takes
linear, categorical and conditional rules into a account.
There may also be problems with your rules set. Problems set may be
mitigated by using the validatetools
package that can detect conflicting and redundant rules and has methods
to simplify your rule set.
If you want to dive deep into the mixed integer problem that is
created by error_locate
you can use the
inspect_mip
function.
In the following sections an example is given of how linear, categorical and conditional rules are written as Mixed Integer Problems. First let’s see how these rules in validator can be formally defined.
Each translatable rule ri(x)
can be written as a disjunction of atomic clauses Cij(x):
it is a function ri that operates
on (some of) the values of record x = (x1, …, xn)
and is TRUE
(valid) or FALSE
(not valid)
ri(x) = ⋁jCij(x)
with each atomic clause:
$$ C_i^j(\mathbf{x}) = \left\{ \begin{array}{l} \mathbf{a}^T\mathbf{x} \leq b \\ \mathbf{a}^T\mathbf{x} = b \\ x_j \in F_{ij} \textrm{with } F_{ij} \subseteq D_j \\ x_j \not\in F_{ij} \textrm{with } F_{ij} \subseteq D_j \\ \end{array} \right. $$
Each linear, categorical or conditional rule ri can be written in this form.
rules <- validator(example_1 = if (income > 0) age >= 16)
rules$exprs()
#> $example_1
#> income <= 0 | (age - 16 >= -1e-08)
#> attr(,"reference")
#> example_1
#> 1
So the rule if (income > 0) age >= 16
can be
written as (income <= 0
OR age >=16
)
rules <- validator(example_2 = if (has_house == "yes") income >= 1000)
rules$exprs()
#> $example_2
#> has_house != "yes" | (income - 1000 >= -1e-08)
#> attr(,"reference")
#> example_2
#> 1
So the rule if (has_house == "yes") income >= 1000)
can be written as (has_house != "yes"
OR
age >=1000
)
The rules form a system R(x):
R(x) = ⋀iri which means that all rules ri must be valid. If R(x) is true for record x, then the record is valid, otherwise one (or more) of the rules is violated.
Each rule set R(x) can be translated into a mip problem and solved.
$$ \begin{array}{r} \textrm{Minimize } f(\mathbf{x}) = 0; \\ \textrm{s.t. }\mathbf{Rx} \leq \mathbf{d} \\ \end{array} $$ - f(x) is the (weighted) number of changed variable: δi ∈ 0, 1
$$ f(\mathbf{x}) = \sum_{i=1}^N w_i \delta_i $$
R contains rules:
RH(x) ≤ dH
that were specified with
validate
/validator
R0(x, δ) ≤ d0 : soft constraints that try fix the current record of x to the observed values.
inspect_mip
:Most users will use the function locate_errors
to find
errors. The function inspect_mip
works exactly same, except
that it operates on just one record in stead of a whole
data.frame
. The result of inspect_mip
is a mip
object, that is not yet executed and can be inspected.
rules <- validator( r1 = age >= 18
, r2 = income >= 0
)
data <- data.frame(age = c(12, 35), income = c(2000, -1000))
data
#> age income
#> 1 12 2000
#> 2 35 -1000
So we detect two errors in the dataset:
summary(confront(data, rules))
#> name items passes fails nNA error warning expression
#> 1 r1 2 1 1 0 FALSE FALSE age - 18 >= -1e-08
#> 2 r2 2 1 1 0 FALSE FALSE income - 0 >= -1e-08
Lets inspect the first record
The mip
object contains the mip problem before it is
executed. We can inspect the lp problem, prior to solving it with
lpSolveApi
with
Model name: errorlocate
age income .delta_age .delta_income
Minimize 0 0 1.10298728745 1.088278376264
r1 -1 0 0 0 <= -18
r2 0 -1 0 0 <= 0
age_ub 1 0 -1e+07 0 <= 12
income_ub 0 1 0 -1e+07 <= 2000
age_lb -1 0 -1e+07 0 <= -12
income_lb 0 -1 0 -1e+07 <= -2000
Kind Std Std Std Std
Type Real Real Int Int
Upper Inf Inf 1 1
Lower -Inf -Inf 0 0
Validator rules r1
and r2
are encoded in
two lines of the model. The values of the current record are encoded as
soft constraints in age_ub
, age_lb
,
income_lb
and income_ub
. These constraints try
to fix the values of age
at 12 and income
at
2000, but can be violated, setting .delta_age
or
.delta_income
to 1.
For large problems the lp problem can be written to disk for inspection
Once we execute the mip project, the lp solver is executed on the problem:
Extra arguments are passed through to lpSolveAPI
. The
result object contains several properties:
res$solution
indicates of a solution was found
res$s
indicates the lpSolveAPI
status, what
kind of solution was found.
res$errors
indicates which fields/values are deemed
erroneous:
res$values
contains the values for the valid solution
that has been found by the lpsolver:
Note that the solver has found that setting age
from 12
to 18 gives a valid solution. .delta_age = 1
indicates that
age
contained an error.
The result object res
also contains an lp
object after optimization. This object can be further investigated using
lpSolveAPI
functions.
Model name: errorlocate
age income .delta_age .delta_income
Minimize 0 0 1.10298728745 1.088278376264
age_ub 1 0 -1e+07 0 <= 12
income_ub 0 1 0 -1e+07 <= 2000
income_lb 0 -1 0 -1e+07 <= -2000
Kind Std Std Std Std
Type Real Real Int Int
Upper Inf Inf 1 1
Lower 18 0 0 0
Note that the lp problem has been simplified. For example the single
variable constraints,the lp problem/object after solving shows that the
solver has optimized some of the rules: it has moved rule
r1
and r2
into the Lower boundary
conditions. It also removed age_lb
because that was
superfluous with respect to the boundary conditions.
In categorical rules, each category is coded in a separate column/mip
variable: e.g. if we have a working
variable, with two
categories (“job”, “retired”), the mip problem is encoded as
follows:
working |
---|
? |
Model name: errorlocate
working:? working:job working:retired .delta_working
Minimize 0 0 0 1.384103718214
r1 0 1 1 0 = 1
working 1 0 0 1 = 1
Kind SOS SOS SOS Std
Type Int Int Int Int
Upper 1 1 1 1
Lower 0 0 0 0
Row r1
indicates that either working:job
or
working:retired
must be true. The Kind
row
(SOS
) indicates that these variables share the same switch,
only one of them can be set.
With categorical variables it is also possible to specify
if-then
rules. These are encoded as one mip rule:
rules <- validator( r1 = if (voted == TRUE) adult == TRUE)
data <- data.frame(voted = TRUE, adult = FALSE)
voted | adult |
---|---|
TRUE | FALSE |
Model name: errorlocate
adult voted .delta_adult .delta_voted
Minimize 0 0 1.495953047416 1.358809254132
r1 -1 1 0 0 <= 0
voted 0 1 0 1 = 1
adult -1 0 1 0 = 0
Kind Std Std Std Std
Type Int Int Int Int
Upper 1 1 1 1
Lower 0 0 0 0
age | income |
---|---|
12 | 2000 |
errorlocate
encodes this rule into multiple rules (as
noted in the theoretical section above), so rule r1
is
chopped into 1 rule + 2 sub rules:
r1: if (income > 0) age >= 16
:
r1._lin1: if (r1._lin1 == FALSE) income <= 0
r1._lin2: if (r1._lin2 == FALSE) age >= 16
r1: r1._lin1 == FALSE | r1._lin2 == FALSE
This can be seen with:
mip$mip_rules()
#> [[1]]
#> r1: r1._lin1 + r1._lin2 <= 1
#> [[2]]
#> r1._lin1: income - 1e+07*r1._lin1 <= 0
#> [[3]]
#> r1._lin2: -age - 1e+07*r1._lin2 <= -16
#> [[4]]
#> income_ub: income - 1e+07*.delta_income <= 2000
#> [[5]]
#> age_ub: age - 1e+07*.delta_age <= 12
#> [[6]]
#> income_lb: -income - 1e+07*.delta_income <= -2000
#> [[7]]
#> age_lb: -age - 1e+07*.delta_age <= -12
The resulting lp model is:
Model name: errorlocate
age income .delta_age .delta_income r1._lin1 r1._lin2
Minimize 0 0 1.38872261066 1.190017589718 0 0
r1 0 0 0 0 1 1 <= 1
r1._lin1 0 1 0 0 -1e+07 0 <= 0
r1._lin2 -1 0 0 0 0 -1e+07 <= -16
income_ub 0 1 0 -1e+07 0 0 <= 2000
age_ub 1 0 -1e+07 0 0 0 <= 12
income_lb 0 -1 0 -1e+07 0 0 <= -2000
age_lb -1 0 -1e+07 0 0 0 <= -12
Kind Std Std Std Std Std Std
Type Real Real Int Int Int Int
Upper Inf Inf 1 1 1 1
Lower -Inf -Inf 0 0 0 0
This works together with categorical, linear and conditional rules.
The weights for each variable are normally set to 1, and
errorlocate
adds some random remainder to the weights: so
the solutions are unique and reproducible (using
set.seed
).
set.seed(42)
rules <- validator( r1 = if (voted == TRUE) adult == TRUE)
data <- data.frame(voted = TRUE, adult = FALSE)
mip <- inspect_mip(data, rules, weight = c(voted = 3, adult=1))
$objective
contains the generated weights:
These are assigned to the delta
variables in the
objective function of the mip.
Model name: errorlocate
adult voted .delta_adult .delta_voted
Minimize 0 0 1.468537706648 3.457403021748
r1 -1 1 0 0 <= 0
voted 0 1 0 1 = 1
adult -1 0 1 0 = 0
Kind Std Std Std Std
Type Int Int Int Int
Upper 1 1 1 1
Lower 0 0 0 0