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eq5dsuite 2.1.0

Changes affecting existing analyses

• Changed output: "Missing (%)" in eq5d_vas_summary() and eq5d_utility_summary() now reports percentages from 0 to 100, rather than proportions from 0 to 1. For example, one missing observation among three is reported as 33.33, rather than 0.33. The denominator is the total number of rows at that timepoint; timepoints with no rows return NA. The app and exports use the same units.

• Changed output for invalid inputs: fractional, non-finite and out-of-range dimension levels return NA with a warning, rather than being truncated or encoded as valid profiles. Fractional levels are not rounded. Valid records and their order are unchanged.

• Changed output for invalid health-state codes: scoring functions and toEQ5Ddims() require finite, whole-number codes. For example, 11111.9 returns NA with a warning, rather than being scored as 11111.

• Breaking change: EQ-5D value analyses use a pre-calculated column specified by name_utility, rather than selecting a value set. This also applies to LSS and LFS analyses that use EQ-5D values. The Health Profile Grid retains eq5d_version and country, because it ranks all possible states using the selected value set.

Input validation

• eq5d_validate() identifies fractional, non-finite and out-of-range dimension levels and counts rejected values as missing.
• eqxw_UK() and eqxwr_UK() require finite ages. Non-finite ages return NA with a warning; no upper age limit has been introduced.
• Ambiguous age-band labels such as "under 20", "<20" and "50+" return NA with a warning requesting an exact age. "65+" resolves to 65, giving the same mapped value as its previous interpretation. Closed bands retain their midpoints, and bare numeric labels are interpreted as exact ages.
• Dimension selections must identify distinct columns, including when names differ only in case. The UK mapping functions also accept validated column positions.
• eq5d_apply_mapping() applies column assignments together, allowing dimension names to swap safely. Duplicate assignments and conflicts with existing column names are rejected.
• Custom dimension names are supported consistently by the UK mapping functions. An unusable record no longer causes an otherwise valid vector of health states to be interpreted as aggregate values.
• make_dummies() supports its documented matrix input.

Value sets and cache management

• Cached value sets must contain every expected health state exactly once, with no additional states or non-finite values. Accepted tables are placed in canonical state order, so row order does not affect scoring or crosswalk results.
• Value set codes are checked without regard to case, preventing ambiguous duplicates.
• Adding, removing and renaming user-defined value sets validates the operation before changing the registry. Failed saves restore the previous runtime state.
• User-defined renames preserve direct and crosswalk values across saving and reloading. Built-in codes cannot be renamed at runtime; changes to these codes are distributed through package releases.
• Cache files are written to a temporary file, checked for readability and then moved into place. Failed writes leave the previous cache intact.
• An unreadable cache is replaced only after a successful backup. If the backup cannot be created, saving stops and the original file remains unchanged. Existing backups are not overwritten.
• Published renames that conflict with an existing value set are reported in migration_conflicts. Both value sets are retained, and the rename remains pending.
• If a rename succeeds but its migration record cannot be saved, the renamed values are retained and the update is reported as incomplete. Unrecorded renames are listed in migrations_unrecorded, and the last-check date remains unchanged. A subsequent check can record the completed rename without repeating it.
• update_value_sets() distinguishes successful checks from download, validation, migration and installation failures through checked, failed and install_failed.
• Failed or malformed migration downloads and unresolved rename conflicts leave the update incomplete. A successfully downloaded empty migration list is accepted.
• The last-check date advances only after a complete, successful update check.
• Loading the package no longer creates the cache directory. The directory is created when data are first written.
• Redirecting the package cache also redirects its last-check and migration records.

Analysis and reporting

• Change tables compare consecutive observations from the same respondent, in timepoint order. Records without an ID or outside levels_fu are excluded from pairing. Dimension-change and PCHC analyses follow the same pairing rules.
• Level summaries include every level of the selected instrument. An unreported level or problem has a count of zero when a denominator exists; NA indicates that no denominator is available. Relative change remains NA when the earlier count is zero.
• eq5d_profile_change_summary() passes supplied argument values consistently when called from another function. Grouped level summaries retain the appropriate change rows when some categories are absent.
• The Health Profile Grid supports custom dimension names and EQ-5D-Y-3L. It requires exactly two timepoints and explains when no respondent has a valid profile at both. Invalid profiles are excluded with a warning.
• Health Profile Grid axis labels correspond to the timepoints plotted. Points, classification colours and the diagonal are unchanged.
• make_all_EQ_states() and make_all_EQ_indexes() accept "Y3L", using the same 243 states as EQ-5D-3L.
• Documentation correction: the Health State Density Index description follows Zamora et al. (2018). The index is twice the area under the density curve: it equals 1 when observed profiles are equally frequent and decreases as their frequencies become more concentrated. Only observed profiles contribute to the calculation. For \(S\) observed profiles and \(N\) observations, the attainable range is \(1/S + (S - 1)/N\) to 1. The calculation and existing results are unchanged. Interpretations based on the previous description should be reviewed.
• Added eq5d_profile_shannon() for Shannon’s index and evenness.
• EQ-5D value functions return unnamed numeric vectors in input order.

Value sets and mappings

• Added the Nigerian EQ-5D-5L value set (NG).
• Added eqxwr_UK() for mapping EQ-5D-3L responses to the 2026 UK EQ-5D-5L value set.
• UK value set codes use GB, with UK retained as a deprecated alias.
• Documentation dates and distinguishes NICE’s recommendations for topics started before and after its interim methods statement, Implementing the EQ-5D-5L value set (PMG51, 27 August 2026). The reference title and vignette citation details have also been updated. These documentation changes do not alter calculated values.
• Removed interactive value set selection and strengthened custom value set validation.
• eqvs_display(return_df = TRUE) returns the requested data frame without printing it.

Shiny app

• Updated the visual style, with bundled fonts for offline use.
• Combined Results and Export into one page, with result previews, reordering, removal and individual downloads.
• Added an analysis catalogue with descriptions and example outputs, organised by EQ-5D profiles, EQ-5D values and EQ VAS.
• Analysis availability and the Run button reflect the data, selected timepoints and analysis options.
• Added detailed validation messages identifying affected values and records.
• Renamed column-selection controls to “Variables” and added suggested utility-column names based on the method and value set.
• Added the installed version and a notification when a newer version is available on CRAN.
• Results clear when their underlying data change. Generated scripts preserve input handling, group restrictions and result order.
• Value set selections follow the scoring method’s target instrument. Download filenames distinguish repeated analyses, and bulk archives include a results manifest.

Deployment and maintenance

• The package declares R (>= 4.1.0), matching its dependency requirements.
• Replaced deprecated .Names arguments with names in toEQ5Ddims() and make_all_EQ_states(). Returned values and attributes are unchanged.
• Added a GitHub Actions workflow for package checks across Linux, Windows and macOS, covering current, development and previous R releases and R 4.1.
• Added online deployment support, configurable upload limits, session cleanup and a Shiny Server deployment guide at inst/shiny/DEPLOY.md.
• Privacy notices explain that uploads and generated reports use temporary server files that are removed when the session ends. The deployment guide distinguishes private temporary directories from memory-backed storage.
• Internal data-reading, validation, age-band and formatting helpers support consistent behaviour between the app and generated scripts.
• Expanded tests and documentation.
• Removed providercode from example_data.

eq5dsuite 2.0.0 (Breaking change release)

API rename — all 31 analysis functions have new descriptive names

All table_X_X_X() and figure_X_X_X() functions have been renamed to descriptive equivalents following the eq5d_<domain>_<what>() convention. The old numeric names no longer exist; update any existing code using the table below.

New features

• update_value_sets() — check for and install new EQ-5D value sets from the online repository without requiring a package update. Value sets are hosted at https://github.com/MathsInHealth/eq5dsuite-value-sets.

• Automatic value set migration — when value set codes change (e.g. when a country publishes a second value set and the original code is disambiguated with a year suffix), update_value_sets() automatically applies the necessary renames.

• Package documentation — ?eq5dsuite now opens a package-level help page listing all exported functions organised by category.

• Vignettes — five vignettes are now available via browseVignettes("eq5dsuite"):

  • Getting started — installation, value calculation, value set management
  • Analysing EQ-5D data — complete analytical workflow using NHS PROMs data
  • Crosswalk methods — when and how to use each crosswalk method
  • Custom value sets — adding, saving, and managing custom value sets
  • Keeping value sets up to date — using the online update system

Bug fixes and improvements

• make_dummies() — column matching is now case-insensitive and no longer renames columns in place.

eq5dsuite 1.0.1

• Added a NEWS.md file to track changes to the package.
• New EQ-5D value sets available
• New analysis functions (figure 1_2_5 and figure 1_4_1)
• Updated example data

eq5dsuite 1.0.2

• Re-written parts of the code to reduce package dependencies.
• Added a Shiny app for interactive EQ-5D data analysis.
• Improved utility calculation workflows and support for pipeline-based use.

eq5dsuite 1.0.3

• EQ-5D-3L Netherlands value set renamed: VS_code NL → NL_2006 (Name: Netherlands_2006).
• New EQ-5D-3L value set: Netherlands_2026 (VS_code NL_2026, doi: 10.1007/s10198-025-01892-2).
• New EQ-5D-5L value set: United Kingdom (VS_code UK, doi: 10.1016/j.jval.2026.03.008).

These binaries (installable software) and packages are in development.
They may not be fully stable and should be used with caution. We make no claims about them.
Health stats visible at Monitor.