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STATIS is a generalization of principal component analysis (PCA), and its goal is to analyze several sets of variables collected on the same set of observations. It is attributed to Escouffier and L'Hermier des Plantes. A related approach is known as procrustes matching by congruence coefficients in the English-speaking community. The goal of STATIS is (a) to compare and analyze the relationship between the different data sets, (b) to combine them into a common structure called a compromise, which is then analyzed via PCA to reveal the common structure between the observations, and finally (c) to project each of the original data sets onto the compromise to analyze communalities and discrepancies. STATIS is used in very different domains, such as sensory evaluation, molecular imaging, brain imaging, ecology, and chemometrics.

The number or nature of the variables used to describe the observations can vary from one data set to the other, but the observations should be the same in all the data sets.

For example, the data sets can be measurements taken on the same observations (individuals or objects) at different occasions. In this case, the first data set corresponds to the data collected at time t = 1, the second to the data collected at time t = 2, and so on. The goal of the analysis, then, is to evaluate whether the position of the observations is stable over time.

As another example, the data sets can be measurements taken on the same observations by different participants or groups of participants. In this case, the first data set corresponds to the first participant, the second to the second participant, and so on. The goal of the analysis, then, is to evaluate whether there is an agreement between the participants or groups of participants.

The general idea behind STATIS is to analyze the structure of the individual data sets (i.e., the relation between the individual data sets) and to derive from this structure an optimal set of weights for computing a common representation of the observations, called the compromise. The weights used to compute the compromise are chosen to make it as representative of all the data sets as possible. The PCA of the compromise gives, then, the position of the observations in the compromise space. The position of the observations for each data set can be represented in the compromise space as supplementary points. Finally, as a by-product of the weight computation, the data sets can be represented as points in a multidimensional space.

An Example

A typical example of using STATIS is the description of a set of products by a group of experts. This type of data can be analyzed using a standard PCA after the data have been averaged across experts. However, this approach neglects the inter-expert differences. STATIS has the advantages of providing a compromise space for the products as well as evaluating the differences among experts. We illustrate the method with an example from wine tasting.

Red wines often spend several months in oak barrels before being bottled because oak adds interesting components to the wine. However, only certain species of oaks seem to work well. Suppose we wanted to evaluate the effect of the oak species on barrel-aged red burgundy wines. First, we selected six wines coming from the same harvest of pinot noir and aged in six different barrels made with one of two different types of oak. Wines 1, 5, and 6 were aged with the first type of oak, whereas wines 2, 3, and 4 were aged with the second. Next, we asked each of three wine experts to choose from two to five variables to describe the six wines. For each wine, each expert was asked to rate the intensity of the variables on a 9-point scale. The results are presented in Table 1. The goal of the analysis is twofold. First, we want to obtain a typology of the wines, and second, we want to know whether there is agreement among the experts.

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