stratifyR: Optimal Stratification of Univariate Populations

Determines Optimum Strata Boundaries (OSB) and Optimum Sample Sizes (OSS) for univariate stratified sampling designs under Neyman allocation. The stratification variable is described by a best-fitting parametric distribution, selected automatically by AIC from a set of continuous families (normal, log-normal, gamma, Weibull, exponential, Cauchy, uniform, Pareto, triangular and right-triangular), and the optimum boundaries are obtained by minimising the Neyman objective. Version 2.0 keeps the original globally optimal Dynamic Programming (DP) solver of Reddy and Khan (2020) as the default and adds two faster derivative-free alternatives for interactive and large-scale use: a multi-start 'COBYLA' solver and a two-phase 'global' solver that couples 'DIRECT-L' with 'COBYLA' refinement. It also provides cost-constrained allocation with unequal per-stratum costs, a design-efficiency comparison (compare_designs), two- and three-dimensional and interactive visualisations, solution-quality diagnostics (a Cauchy-Schwarz optimality gap and KKT first-order residuals for the derivative-free solvers) and a self-contained 'shiny' application, while remaining backward compatible with the strata.data() and strata.distr() interface of version 1.x. The methodology follows Khan et al. (2008) <https://www150.statcan.gc.ca/n1/pub/12-001-x/2008002/article/10761-eng.pdf>, Reddy and Khan (2018) <doi:10.1111/anzs.12244> and Reddy and Khan (2020) <doi:10.1111/anzs.12301>.

Version: 2.0-1
Depends: R (≥ 4.1.0)
Imports: stats, utils, graphics, grDevices, MASS, fitdistrplus (≥ 1.1.0), nloptr (≥ 2.0.0), actuar, mc2d
Suggests: shiny, bslib, DT, readxl, stratification, plotly (≥ 4.10.0), testthat (≥ 3.0.0), knitr, rmarkdown, ggplot2, crayon, kableExtra, triangle
Published: 2026-09-10
DOI: 10.32614/CRAN.package.stratifyR
Author: Karuna G. Reddy [aut, cre], M. G. M. Khan [aut]
Maintainer: Karuna G. Reddy <karuna.reddy at auckland.ac.nz>
License: GPL (≥ 3)
NeedsCompilation: no
Materials: NEWS
CRAN checks: stratifyR results

Documentation:

Reference manual: stratifyR.html , stratifyR.pdf
Vignettes: R Package 'stratifyR' (source, R code)

Downloads:

Package source: stratifyR_2.0-1.tar.gz
Windows binaries: r-devel: stratifyR_1.0-5.zip, r-release: stratifyR_1.0-5.zip, r-oldrel: stratifyR_1.0-5.zip
macOS binaries: r-release (arm64): stratifyR_1.0-5.tgz, r-oldrel (arm64): stratifyR_1.0-5.tgz, r-release (x86_64): stratifyR_1.0-5.tgz, r-oldrel (x86_64): stratifyR_2.0-1.tgz
Old sources: stratifyR archive

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