Crossed random effects in MAIHDA: dimensions and contexts

Two different things called “cross-classified”

This vignette covers the two MAIHDA designs that cross the intersectional stratum random effect with other random intercepts – and disentangles two senses of the term “cross-classified” that are easy to confuse:

  1. The crossed-dimensions decomposition (maihda(decomposition = "crossed-dimensions")): the stratum dimensions’ own main effects enter as random intercepts alongside the intersection, in order to split the between-strata variance into its additive and interaction parts within a single model. This mode was called "cross-classified" in earlier versions of this package; that value still works as a deprecated alias.

  2. The contextual cross-classified MAIHDA (context =): individuals are cross-classified by their intersectional stratum and a higher-level place or institution – patients within strata and hospitals, students within strata and schools. This is what the MAIHDA literature usually means by “cross-classified MAIHDA” (e.g. hospital differences in patient survival, or schools crossed with sociodemographic strata in student achievement). It partitions the unexplained variance into between-stratum vs. between-context vs. residual.

The two answer different questions – “how much of the intersectional inequality is more than additive?” vs. “how much apparent intersectional clustering is really shared context?” – and they compose: you can fit both structures in one model.

Part 1 – The crossed-dimensions decomposition

Intersectional MAIHDA asks how much of the variation in an outcome lies between intersectional strata, and how much of that between-stratum variation is additive (explained by the constituent dimensions’ main effects) versus a genuinely intersectional interaction (over and above the additive parts).

The package offers two estimators for that split, selected with the decomposition argument of maihda():

  • "two-model" (default) – the classic approach. Fit a null model and an adjusted model that adds the dimensions’ additive main effects as fixed effects, and read the additive share from the PCV (the proportional change in between-stratum variance). See vignette("introduction", package = "MAIHDA").

  • "crossed-dimensions" – a single model that enters each dimension’s additive main effect as a random intercept:

    \[y_i = \beta_0 + \mathbf{x}_i\boldsymbol\beta + u^{(1)}_{d_1[i]} + \dots + u^{(K)}_{d_K[i]} + u^{(\text{stratum})}_{s[i]} + e_i.\]

    Each dimension’s random-effect variance is its additive contribution, and the full intersection (stratum) random-effect variance is the interaction beyond additive. The additive and interaction shares of the total between-strata variance are read directly from this one fit.

It is fit with ordinary multilevel software – lme4 for a frequentist fit or brms for a Bayesian one – so it does not require any special toolchain.

Running a crossed-dimensions analysis

library(MAIHDA)
data("maihda_health_data")

cc <- maihda(
  BMI ~ Age + (1 | Gender:Race:Education),
  data = maihda_health_data,
  decomposition = "crossed-dimensions"
)
#> boundary (singular) fit: see help('isSingular')
cc
#> MAIHDA Analysis
#> ===============
#> 
#> Decomposition:   crossed-dimensions (single model)
#> Formula:         BMI ~ Age + (1 | Gender) + (1 | Race) + (1 | Education) + (1 |      stratum)
#> Engine: lme4 | Family: gaussian
#> Fit diagnostics:
#>   Singular fit: at least one variance component is estimated at (or near) zero.
#>     The between-stratum variance and any VPC/PCV derived from it may be unreliable.
#>   Convergence warnings reported by lme4:
#>     - boundary (singular) fit: see help('isSingular')
#> 
#> 
#> VPC/ICC: 0.0707
#> 
#> Additive vs. Intersectional Decomposition (crossed-dimensions):
#>   Additive (sum of dimension main effects) variance: 2.1996
#>   Intersectional interaction variance:               1.1024
#>   Total between-strata variance:                     3.3020
#>   Additive share of between-strata variance:    66.6%
#>   Interaction share of between-strata variance: 33.4%
#>   Per-dimension additive variance:
#>     Gender: 0.0000
#>     Race: 1.8589
#>     Education: 0.3407
#>   Note: the additive share is the crossed-dimensions analogue of the PCV but
#>   a different estimator; interpret the interaction share cautiously.
#> 
#> Strata: 50
#> 
#> Use summary() for variance components and plot(type = ...) for figures.

maihda() builds the crossed-dimensions model for you from the intersectional shorthand: it reads the dimensions (Gender, Race, Education) from the grouping term, adds one additive random intercept per dimension plus the intersection random intercept, and fits the single model:

cc$formula
#> BMI ~ Age + (1 | Gender) + (1 | Race) + (1 | Education) + (1 | 
#>     stratum)
#> <environment: 0x563095bb8e78>

The partition is on cc$decomposition (and printed above):

cc$decomposition$additive_var        # sum of the dimension random-effect variances
#> [1] 2.199613
cc$decomposition$interaction_var     # the intersection random-effect variance
#> [1] 1.10236
cc$decomposition$additive_share      # additive share of the between-strata variance
#> [1] 0.666151
cc$decomposition$interaction_share   # the complement: the interaction share
#> [1] 0.333849
cc$decomposition$per_dim             # additive variance per dimension
#>       Gender         Race    Education 
#> 6.632123e-08 1.858914e+00 3.406986e-01

summary() shows the full variance-components table (one row per dimension, the interaction, and the residual) alongside the decomposition:

summary(cc$model)
#> MAIHDA Model Summary
#> ====================
#> 
#> Fit diagnostics:
#>   Singular fit: at least one variance component is estimated at (or near) zero.
#>     The between-stratum variance and any VPC/PCV derived from it may be unreliable.
#>   Convergence warnings reported by lme4:
#>     - boundary (singular) fit: see help('isSingular')
#> 
#> 
#> Variance Partition Coefficient (VPC/ICC):
#>   Estimate: 0.0707
#> 
#> Variance Components:
#>                   component  variance        sd proportion
#>            Additive: Gender 6.632e-08 0.0002575  1.420e-09
#>              Additive: Race 1.859e+00 1.3634201  3.981e-02
#>         Additive: Education 3.407e-01 0.5836939  7.297e-03
#>  Intersectional interaction 1.102e+00 1.0499335  2.361e-02
#>   Within-stratum (residual) 4.339e+01 6.5871467  9.293e-01
#>                       Total 4.669e+01 6.8331892  1.000e+00
#> 
#> Additive vs. Intersectional Decomposition (crossed-dimensions):
#>   Additive (sum of dimension main effects) variance: 2.1996
#>   Intersectional interaction variance:               1.1024
#>   Total between-strata variance:                     3.3020
#>   Additive share of between-strata variance:    66.6%
#>   Interaction share of between-strata variance: 33.4%
#>   Per-dimension additive variance:
#>     Gender: 0.0000
#>     Race: 1.8589
#>     Education: 0.3407
#>   Note: the additive share is the crossed-dimensions analogue of the PCV but
#>   a different estimator; interpret the interaction share cautiously.
#> 
#> Fixed Effects:
#>         term estimate
#>  (Intercept) 28.18811
#>          Age  0.01508
#> 
#> Stratum Estimates (first 10):
#>  stratum stratum_id                           label random_effect     se
#>        1          1  male × Hispanic × Some College      -0.12058 0.8578
#>        2          2     male × Black × College Grad       0.16241 0.8783
#>        3          3   female × White × College Grad      -1.13921 0.5571
#>        4          4     male × Hispanic × 8th Grade       0.46491 0.9478
#>        5          5    female × Mexican × 8th Grade       0.98670 0.8241
#>        6          6     male × White × College Grad      -0.13330 0.5588
#>        7          7    female × White × High School      -0.50071 0.5816
#>        8          8     male × White × Some College       1.08841 0.5517
#>        9          9 female × White × 9 - 11th Grade       0.55145 0.6631
#>       10         10 female × Hispanic × High School      -0.06806 0.8681
#>  lower_95 upper_95
#>  -1.80195  1.56079
#>  -1.55907  1.88389
#>  -2.23108 -0.04735
#>  -1.39286  2.32269
#>  -0.62859  2.60200
#>  -1.22856  0.96195
#>  -1.64070  0.63928
#>   0.00712  2.16969
#>  -0.74820  1.85110
#>  -1.76951  1.63340
#>   ... and 40 more strata

Figures

The variance-partition and decomposition figures are aware of the crossed-dimensions structure: the VPC plot shows one additive slice per dimension plus the interaction and residual, and the deviation decomposition splits each stratum’s deviation into its additive (dimension random effects) and interaction (intersection random effect) parts.

plot(cc, type = "vpc")            # per-dimension additive + interaction + residual
plot(cc, type = "effect_decomp")  # additive vs. interaction, per stratum
plot(cc, type = "ternary")        # additive / interaction / uncertainty per stratum

Comparing across a higher-level group

Pass a group to decompose within each level of a higher-level variable – here, how the additive-vs-interaction split differs across countries in the PISA data:

data("maihda_country_data")
cc_grp <- maihda(
  math ~ 1 + (1 | gender:ses),
  data = maihda_country_data,
  group = "country",
  decomposition = "crossed-dimensions"
)
plot(cc_grp, type = "group_additive_share")  # additive share by country
plot(cc_grp, type = "group_components")       # additive / interaction / residual

A Bayesian fit

Set engine = "brms" for a Bayesian crossed-dimensions fit; the additive and interaction shares then carry posterior credible intervals (no bootstrap needed). This is the recommended engine when dimensions have few levels (see the caveats below).

cc_b <- maihda(
  BMI ~ Age + (1 | Gender:Race:Education),
  data = maihda_health_data,
  engine = "brms",
  decomposition = "crossed-dimensions"
)
cc_b$decomposition$additive_share_ci

Two important caveats

  1. The additive share is not the PCV. The two-model PCV and the crossed-dimensions additive share target the same idea – how much of the between-strata variance is additive – but with different estimators (fixed main effects across two models vs. a single model’s random main-effect variances, which are partially pooled). They will be close but not numerically identical; do not treat one as a check on the other.

  2. Few-level dimensions are poorly identified. A dimension’s additive variance is estimated from its handful of levels. A binary dimension (e.g. a two-level sex variable) contributes a variance estimated from just two groups, which lme4 will often pin at the boundary (a singular fit), inflating the additive share and shrinking the interaction toward zero. Watch for the singular-fit note in the output, and prefer engine = "brms", whose weakly-informative priors regularise these variances, when dimensions are few-levelled.

Part 2 – Contextual cross-classified MAIHDA (context =)

People do not only belong to intersectional strata; they are also clustered in places and institutions – hospitals, schools, neighbourhoods, countries. When the context matters for the outcome, a strata-only MAIHDA attributes all of the clustering it can see to the strata. The contextual cross-classified MAIHDA fits both levels jointly, crossed:

\[y_i = \beta_0 + \mathbf{x}_i\boldsymbol\beta + u^{(\text{stratum})}_{s[i]} + u^{(\text{context})}_{c[i]} + e_i,\]

and partitions the unexplained variance into

  • between-stratum – the intersectional clustering net of the shared context (the headline VPC/ICC),
  • between-context – the general contextual effect of the place/institution, and
  • residual – within-stratum, within-context individual heterogeneity.

Pass the context column(s) via context =; everything else is unchanged:

data("maihda_country_data")

ctx <- fit_maihda(
  math ~ 1 + (1 | gender:ses),
  data = maihda_country_data,
  context = "country"
)
summary(ctx)
#> MAIHDA Model Summary
#> ====================
#> 
#> Variance Partition Coefficient (VPC/ICC):
#>   Estimate: 0.1032
#> 
#> Variance Components:
#>                  component variance    sd proportion
#>   Between-stratum (random)    915.2 30.25     0.1032
#>           Context: country   1137.1 33.72     0.1283
#>  Within-stratum (residual)   6813.0 82.54     0.7685
#>                      Total   8865.3 94.16     1.0000
#> 
#> Contextual Cross-Classified Partition (stratum x context):
#>   Between-stratum (intersectional) variance: 915.2323 (share 10.3%)
#>   Context 'country' variance: 1137.1067 (share 12.8%)
#>   Note: the headline VPC/ICC is the between-stratum share net of the
#>   context(s) -- intersectional clustering not attributable to shared place
#>   or institution. The context share is the general contextual effect.
#> 
#> Fixed Effects:
#>         term estimate
#>  (Intercept)    492.3
#> 
#> Stratum Estimates (first 10):
#>  stratum stratum_id           label random_effect    se lower_95 upper_95
#>        1          1   male × Medium         7.404 9.689   -11.59   26.396
#>        2          2 female × Medium        -7.027 9.740   -26.12   12.063
#>        3          3   female × High        30.825 9.729    11.76   49.894
#>        4          4      male × Low       -28.600 9.741   -47.69   -9.508
#>        5          5    female × Low       -37.651 9.724   -56.71  -18.592
#>        6          6     male × High        35.048 9.713    16.01   54.085

The headline VPC/ICC is now the between-stratum share net of the country: in these data it drops noticeably relative to the strata-only fit, because part of what a strata-only model reads as “between-strata” is really the countries the strata members live in. The country share is the general contextual effect.

# Strata-only fit for comparison: its VPC absorbs the country clustering.
m0 <- fit_maihda(math ~ 1 + (1 | gender:ses), data = maihda_country_data)
summary(m0)$vpc$estimate          # strata-only VPC
#> [1] 0.1493031
s <- summary(ctx)
s$vpc$estimate                    # between-stratum share, net of country
#> [1] 0.1032371
s$context$vpc_context_total      # the country (general contextual) share
#> [1] 0.1282643

With the full maihda() workflow

maihda(context = ) carries the context random intercept through both the null and the adjusted model, so the PCV decomposition is computed with the context partialled out:

a <- maihda(
  math ~ 1 + (1 | gender:ses),
  data = maihda_country_data,
  context = "country"
)
#> maihda(): added the additive main effect(s) of the stratum dimension(s) gender, ses to the adjusted model; the null model excludes them. List them in the formula to specify the adjusted model explicitly.
a
#> MAIHDA Analysis
#> ===============
#> 
#> Null formula:    math ~ (1 | stratum) + (1 | country)
#> Adjusted formula:math ~ (1 | stratum) + (1 | country) + gender + ses
#> Engine: lme4 | Family: gaussian
#> Context: country (crossed contextual random intercept in the null and adjusted models)
#> VPC/ICC (null): 0.1032
#> Context share (null): 0.1283 (between-country share of unexplained variance)
#> PCV (null -> adjusted): 0.9978
#> Between-stratum variance: 915.2323 (null) -> 1.9877 (adjusted)
#>   ~99.8% of the between-stratum variance is additive (the dimensions' main
#>   effects); the remainder is the between-stratum variance remaining after the
#>   additive main effects -- a model-dependent quantity, often interpreted as
#>   intersectional interaction, but interpret it cautiously.
#> Strata: 6
#> 
#> Use summary() for variance components and plot(type = ...) for figures.
plot(a, type = "vpc")          # stacked shares, with the context broken out
plot(a, type = "context_vpc")  # stratum vs. context variances side by side

context also composes with the crossed-dimensions decomposition (maihda(..., decomposition = "crossed-dimensions", context = "country")): the single fit then carries the dimension, intersection, and context random intercepts, and the context variance enters the VPC denominator.

context = vs. group =

Both bring in a higher-level variable, but they are different designs:

group = "country" context = "country"
Models fitted One independent model per country One joint model, strata crossed with country
Question Does intersectional inequality differ across countries? How much unexplained variance is between strata vs. between countries?
Country effect Conditioned out by stratification Estimated, as a variance component
Strata Same definitions, separate estimates per country One set of stratum effects, pooled across countries

Because they answer different questions, maihda() errors if you supply both.

Caveats

  • Few context levels identify the context variance weakly. The maihda_country_data example has only 6 countries – fine for illustration, but a 6-level context variance is imprecise and lme4 may fit it singular. The published contextual MAIHDA studies use dozens to hundreds of contexts (hospitals, schools). Prefer many-level contexts, or engine = "brms", whose priors regularise the variance.
  • The partition is descriptive, not causal. A large context share says outcomes cluster by place; it does not say place causes the outcome, nor does the stratum share identify discrimination. The usual MAIHDA interpretation caveats apply at both levels.
  • A manually written + (1 | school) in the formula fits the same model, but is summarised generically as “Other random effects”. Only context = activates the labelled stratum-vs-context partition.