Package: optimall 1.4.0

optimall: Allocate Samples Among Strata

Functions for the design process of survey sampling, with specific tools for multi-wave and multi-phase designs. Perform optimum allocation using Neyman (1934) <doi:10.2307/2342192> or Wright (2012) <doi:10.1080/00031305.2012.733679> allocation, split strata based on quantiles or values of known variables, randomly select samples from strata, allocate sampling waves iteratively, and organize a complex survey design. Also includes a Shiny application for observing the effects of different strata splits. A paper on this package was published in the Journal of Statistical Software <doi:10.18637/jss.v114.i10>.

Authors:Jasper Yang [aut, cre], Pamela Shaw [aut], Bryan Shepherd [ctb], Thomas Lumley [ctb], Gustavo Amorim [rev]

optimall_1.4.0.tar.gz
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manual.pdf |manual.html✨
DESCRIPTION |NEWS
card.svg |card.png
optimall/json (API)

# Install 'optimall' in R:
install.packages('optimall', repos = c('https://yangjasp.r-universe.dev', 'https://cloud.r-project.org'))

Bug tracker:https://github.com/yangjasp/optimall/issues

Datasets:

On CRAN:

Conda:

6.70 score 7 stars 59 scripts 519 downloads 21 exports 15 dependencies

Last updated from:2455cc7964. Checks:9 OK. Indexed: yes.

TargetResultTimeFilesSyslog
linux-devel-x86_64OK155
source / vignettesOK196
linux-release-x86_64OK156
macos-release-arm64OK156
macos-oldrel-arm64OK199
windows-develOK102
windows-releaseOK92
windows-oldrelOK117
wasm-releaseOK158

Exports:allocate_waveapply_multiwaveget_dataget_data<-get_mwmerge_samplesmerge_stratamultiwaveMultiwavemultiwave_diagramnew_multiwaveoptimall_shinyoptimum_allocationPhasesample_strataset_mw<-shiny_servershiny_uisplit_stratasummaryWave

Dependencies:clidplyrgenericsgluelifecyclemagrittrpillarpkgconfigR6rlangtibbletidyselectutf8vctrswithr

Using Optimall
Introduction | Defining and Refining Strata | Optimum Allocation | Selecting IDs to Sample | Adaptive, Multi-Wave Sampling | Examples: Using optimall to Determine Study Design and Sample Data | Overview | Data Set Up | Example 1: Defining Sample Strata | Example 2: Create an Initial Phase 2 Subsample: Phase-IIa | Example 3: Optimally Allocate 2nd and 3rd Waves of Phase 2 Sample | Phase-IIc | Splitting Strata Efficiently with optimall_shiny() | References
Rendered fromoptimall-vignette.Rmdusingknitr::rmarkdown

Last update: 2026-03-27
Started: 2020-11-04

Estimation in Two-phase, Multi-wave sampling
Introduction | Theoretical background | Design-based estimation: IPW and Generalized Raking in a Single Phase, Wave | Special considerations for Two-phase sampling | Two-phase, multi-wave sampling | Estimation approaches after two-phase, multi-wave sampling | 1. Post-stratification | 2. Wave-specific conditional probabilities | How to implement each strategy with optimall and survey | Post-stratification with raking | Comparing estimation methods through simulation | References | Appendix
Rendered fromMultiwave-Estimation.Rmdusingknitr::rmarkdown

Last update: 2026-01-28
Started: 2024-05-26

Multiwave Object
Overview | Format | Getting Started with the Multiwave Object | Access and Write slots | View Summary Diagram of Survey | Call optimall functions with fewer arguments | Example Wave Workflow Using optimall with a Multiwave Object | Conclusion
Rendered fromMultiwave-Object.Rmdusingknitr::rmarkdown

Last update: 2025-09-05
Started: 2021-03-23

Splitting Strata with Optimall Shiny
Introduction | Uploading Data | Splitting Strata | Output | Confirming Splits | Implementing Splits in R | Error Messages
Rendered fromusing-optimall_shiny.Rmdusingknitr::rmarkdown

Last update: 2024-06-06
Started: 2020-11-17