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4 Directional statistics

Statistic: $$Dec$$ and $$Inc$$
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The declination ($$Dec$$) and the inclination ($$Inc$$) of NRM direction of the paleointensity data over the same range of points used for the paleointensity estimates. $$Dec$$ and $$Inc$$ are calculated using the principal component analysis (PCA) method of Kirschvink (1980) and may be obtained from either a free-floating or anchored fit.

The method of applying PCA to paleomagnetic data is as follows. Let $$X_{1,i}$$, $$X_{2,i}$$, and $$X_{3,i}$$ denote the $$x$$, $$y$$, and $$z$$ Cartesian coordinates of the NRM vector of the selected points ($$i=start\ldots end$$). The center of mass of the data is given by the ordinates $$\bar{X_{1}}$$, $$\bar{X_{2}}$$, and $$\bar{X_{3}}$$. \[ \bar{X_{1}}=\frac{\sum\limits_{i=start}^{end}{X_{1,i}}}{n};~~~\bar{X_{2}}=\frac{\sum\limits_{i=start}^{end}{X_{2,i}}}{n};~~~ \bar{X_{3}}=\frac{\sum\limits_{i=start}^{end}{X_{3,i}}}{n} \]

The coordinates of the NRM vector are then transformed to be centered about $$\bar{X_{1}}$$, $$\bar{X_{2}}$$, and $$\bar{X_{3}}$$. \[ X'_{1,i}=X_{1,i} - \bar{X_{1}};~~~X'_{2,i}=X_{2,i} - \bar{X_{2}};~~~ X'_{3,i}=X_{3,i} - \bar{X_{3}}, \] where $$X'_{1,i}$$, $$X'_{2,i}$$, and $$X'_{3,i}$$ are the transformed coordinates. A fit anchored to the origin of the component diagram can be obtained by setting [$$\bar{X_{1}}$$, $$\bar{X_{2}}$$, $$\bar{X_{3}}$$] to [0, 0, 0].

The orientation tensor, $$\mathbf{T}$$, of the transformed NRM data is defined as: \[ \mathbf{T}= \begin{pmatrix} \sum{X'_{1,i}X'_{1,i}} & \sum{X'_{1,i}X'_{2,i}} & \sum{X'_{1,i}X'_{3,i}} \\ \sum{X'_{1,i}X'_{2,i}} & \sum{X'_{2,i}X'_{2,i}} & \sum{X'_{2,i}X'_{3,i}} \\ \sum{X'_{1,i}X'_{3,i}} & \sum{X'_{2,i}X'_{3,i}} & \sum{X'_{3,i}X'_{3,i}} \\ \end{pmatrix}. \] This orientation tensor is usually constructed within sample or geographic coordinates and consists of six independent elements. Typically, none of these elements zero. When the non-diagonal elements of $$\mathbf{T}$$ are non-zero the vector components described by this coordinate system are not independent, they are correlated. There exists, however, a coordinate system in which the orientation tensor can be expressed in terms of three independent orthogonal components. The axes of this coordinates system are known as the eigenvectors of the matrix and can be expressed in linear algebra form as: \[ \mathbf{TV}=\tau\mathbf{V}, \] where $$\mathbf{V}$$ is a matrix that contains the three eigenvectors (also know as principal axes) and $$\tau$$ is a diagonal matrix that contains the three eigenvalues. When ranked by $$\tau$$, such that $$\tau{_3} < \tau{_2} < \tau{_1}$$, the principal axis (i.e., $$\mathbf{V}_1=\left[V_{1,x}, V_{1,y}, V_{1,z}\right]$$) corresponds to axis of the characteristic paleomagnetic direction.

Numerical Tip...
PCA is a widely used technique and numerous programming languages have inbuilt PCA functions. In MATLAB, for example, the command [V, tau]=eig(T) returns $$\mathbf{V}$$ and $$\tau$$. The equivalent in Python is tau,V=numpy.linalg.eig(T).

It should be noted, however, that paleomagnetic direction may be either parallel or anti-parallel to $$\mathbf{V}_1$$ and the sense of direction must be established. To do this, we define a reference vector ($$\mathbf{R}$$) defined as the difference between the first and last NRM vector measurements: \[ \mathbf{R}=\mathbf{X'}_{i=start}-\mathbf{X'}_{i=end}=\left[X'_{1,start}-X'_{1,end}, X'_{2,start}-X'_{2,end}, X'_{3,start}-X'_{3,end}\right]. \]

The vector dot product of $$\mathbf{V}_1$$ and $$\mathbf{R}$$ is then determined. \[ dot=\mathbf{V}_1\cdot{}\mathbf{R} = V_{1,x}\times{}R_{x} + V_{1,y}\times{}R_{y} + V_{1,z}\times{}R_{z} \]

The range of $$dot$$ is then truncated to exist only over [-1, 1].

if $$dot < -1$$ then
    $$dot=-1$$
else if $$dot > 1$$ then
    $$dot=1$$
end if

The principal paleomagnetic direction ($$\mathbf{PD}=\left[PD_x, PD_y, PD_z\right]$$ can be given a sense of direction along $$\mathbf{V}_1$$ as follows.

if $$\arccos{\left(dot\right)} > \frac{\pi}{2}$$ then
    $$\mathbf{PD}=-\mathbf{V}_1$$
else
    $$\mathbf{PD}=\mathbf{V}_1$$
end if

The declination ($$Dec$$) and inclination ($$Inc$$) of principal paleomagnetic direction can be calculated.

if $$PD_x < 0$$ then
    $$Dec=\arctan{\left(\frac{PD_y}{PD_x}\right)} + 180^{\circ}$$
else if $$PD_x > 0$$ and $$PD_y \leq 0$$ then
    $$Dec=\arctan{\left(\frac{PD_y}{PD_x}\right)} + 360^{\circ}$$
else
    $$Dec=\arctan{\left(\frac{PD_y}{PD_x}\right)}$$
end if

<
\[ Inc=\arctan{\left(\frac{PD_z}{\sqrt{PD_x^2 + PD_y^2}}\right)} \]

Useful Note...
The choice of free-floating or anchored fit should be stated by using subscripts on $$Dec$$ and $$Inc$$. That is, $$Dec_{Free}$$ and $$Inc_{Free}$$ for a free-floating fit and $$Dec_{Anc.}$$ and $$Inc_{Anc.}$$ for an anchored fit.

 

Statistic: $$MAD_{Anc.}$$ and $$MAD_{Free}$$
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$$MAD_{Anc.}$$ and $$MAD_{Free}$$ are Maximum Angular Deviation (MAD) of the anchored and free-floating, respectively, directional fits to the paleomagnetic vector on a vector component diagram (Kirschvink, 1980). Determined from the paleointensity demagnetization steps.

$$MAD$$ is calculated as: \[ MAD=\arctan{ \left( \sqrt{ \frac{ \tau{_{2}}+\tau{_{3}} }{\tau{_{1}}} }\right) }, \] where $$\tau{_{3}} < \tau{_{2}} < \tau{_{1}}$$ are the eigenvalues of the PCA matrix.

 

Statistic: $$\alpha$$
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Angular difference between the anchored and free-floating best-fit directions on a vector component diagram.

Numerical Tip...
Most directional parameters are related to the angle between two vectors. The angle between two vectors (denoted $$\mathbf{a}$$ and $$\mathbf{b}$$) can be calculated by a simple rearrangement of the formulation for the dot product: \[ \theta=\arccos\left( \frac{\mathbf{a}\cdot{}\mathbf{b}} {\left|\mathbf{a}\right|\left|\mathbf{b}\right|} \right). \] This approach, however, can be prone to numerical inaccuracies when $$\theta$$ is close to zero or $$\pi$$. For most practical purposes this should not be an issue, but the following alternative formulation can be used to avoid these inaccuracies: \[ \theta=\arctan\left( \frac{\left|\mathbf{a}\times\mathbf{b}\right|} {\mathbf{a}\cdot{}\mathbf{b}} \right), \] where $$\times$$ denotes the vector cross product. The atan2 function in most programing languages can be used to determine the appropriate quadrant. N.B. The above fraction is equivalent to $$\frac{y}{x}$$ in the terminology of most atan2 functions.

 

Statistic: $$\alpha'$$
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Angular difference between the anchored best-fit direction from the paleointensity experiment and an independent measure of the paleomagnetic direction (Kissel and Laj, 2004). The independent direction can be derived from a separate demagnetization experiment or from a known reference direction.

 

Statistic: $$\theta$$
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The angle between the applied field direction and the ChRM direction of the NRM as determined from the free-floating PCA fit to the selected demagnetization steps of the paleointensity experiment.

 

Statistic: $$DANG$$
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The Deviation ANGle: the angle between the free-floating best-fit direction and the direction between data center of mass [$$\bar{X_{1}}, \bar{X_{2}}, \bar{X_{3}}$$] and the origin of the vector component diagram (Tanaka and Kobayashi, 2003; Tauxe and Staudigel, 2004).

 

Statistic: $$NRM_{dev}$$
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The intensity deviation of the free-floating principal component from the origin of the vector component diagram, normalized by the total NRM intensity ($$Y_{Int.}$$; Tanaka and Kobayashi, 2003). \[ NRM_{dev}=\frac{\sin{(DANG)}\sqrt{\bar{X_{1}}^2 + \bar{X_{2}}^2 + \bar{X_{3}}^2}}{\left|Y_{Int.}\right|}\times{100} \]

 

Statistic: $$\gamma$$
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The angle between the pTRM acquired at the last step used for the best-fit segment (i.e., $$\mathbf{TRM}_{i=end}$$) and the applied field direction ($$\mathbf{B}_{Lab}$$). $$\gamma$$ can be used as a quick check to assess if a sample is strongly influenced by anisotropic TRM. See Section 8 for further information of measuring and quantifying anisotropy of TRM.

 

Statistic: $$CRM(\%)$$
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To detect the potential acquisition of chemical remanent magnetization (CRM), Coe et al. (1984) proposed $$CRM(\%)$$ to measure the deflection the NRM vector towards the direction of $$B_{Lab}$$ as would be expected during the formation of CRM. A schematic illustration of the quantities involved in the calculation of $$CRM(\%)$$ are shown in Figure 4. To determine $$CRM(\%)$$ the characteristic remanent magnetization (ChRM) direction needs to be known. This must be determined from an independent demagnetization experiment.

Figure 4. Illustration of an NRM vector ($$\mathbf{NRM}_i$$) being deflected from the expected ChRM direction toward the applied field direction ($$\mathbf{B}_{Lab}$$) by the acquisition of CRM during laboratory heating.

First, the magnitude of the CRM vector is determined: \[ CRM_i=\left\|\mathbf{NRM}_i\right\|\frac{\sin{(\phi_1)}}{\sin{(\phi_2)}}=y_i\frac{\sin{(\phi_1)}}{\sin{(\phi_2)}}, \] where $$\left\|\mathbf{NRM}_i\right\|$$ denotes the length of the $$\mathbf{NRM}_i$$ vector, which is equivalent to $$y_i$$.

$$CRM(\%)$$ is the maximum value of $$CRM_i$$ over the selected best-fit Arai segment, normalized by the length of the TRM portion of best-fit Arai line: \[ CRM(\%)=\frac{\max{\left\{CRM_i\right\}}_{i=start, \ldots, end}}{\Delta{x'}}\times{100}. \]

Useful Note...
In the original work by Coe $$CRM(\%)$$ was originally called "$$R$$". We have renamed this statistic to avoid confusion with the "$$R$$"'s related to Arai plot linearity and line-fitting ($$R_{corr}^2$$ and $$R_{det}^2$$) and the length of the resultant vector when undertaking a Fisher analysis of paleomagnetic directions. It should be noted that some older studies denote $$CRM(\%)$$ and "$$R$$".

 

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