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author	george-weingart
date	Sun, 08 Feb 2015 23:08:38 -0500
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+MaAsLin User Guide v3.1
+=======================
+September 2013 - Updated  April 2014 for Galaxy
+Timothy Tickle and Curtis Huttenhower
+Table of Contents
+-----------------
+A. Introduction to MaAsLin
+B. Related Projects and Scripts
+C. Installing MaAsLin
+D. MaAsLin Inputs
+E. Process Flow Overview
+D. Process Flow Detail
+G. Expected Output Files
+H. Troubleshooting
+I. Installation as an Automated Pipeline
+J. Commandline Options (Modifying Process and Figures)
+# A. Introduction to MaAsLin
+MaAsLin is a multivariate statistical framework that finds
+associations between clinical metadata and potentially
+high-dimensional experimental data. MaAsLin performs boosted additive
+general linear models between one group of data (metadata/the
+predictors) and another group (in our case relative taxonomic
+abundances/the response).  In our context we use it to discover
+associations between clinical metadata and microbial community
+relative abundance or function; however, it is applicable to other
+data types.
+Metagenomic data are sparse, and boosting is used to select metadata
+that show some potential to be useful in a linear model between the
+metadata and abundances. In the context of metadata and community
+abundance, a sample's metadata is boosted for one Operational
+Taxonomic Unit (OTU) (Yi). The metadata that are selected by boosting
+are then used in a general linear model, with each combination of
+metadata (as predictors) and OTU abundance (as response
+variables). This occurs for every OTU and metadata combination. Given
+we work with proportional data, the Yi (abundances) are
+`arcsin(sqrt(Yi))` transformed. A final formula is as follows:
+![](https://bitbucket.org/biobakery/maaslin/downloads/maaslinformula2.png)
+For more information about maaslin please visit
+[http://huttenhower.sph.harvard.edu/maaslin](http://huttenhower.sph.harvard.edu/maaslin).
+# B. Related Projects and Scripts
+Other projects exist at www.bitbucket.com that may help in your
+analysis:
+* **QiimeToMaAsLin** is a project that reformats abundance files from
+Qiime for MaAsLin. Several formats of Qiime consensus lineages are
+supported for this project. To download please visit
+[https://bitbucket.org/timothyltickle/qiimetomaaslin](https://bitbucket.org/timothyltickle/qiimetomaaslin).
+* **merge_metadata.py** is a script included in the MaAsLin project to
+generically merge a metadata file with a table of microbial (or
+other) measurements. This script is located in `maaslin/src` and
+is documented in `maaslin/doc/ Merge_Metadata_Read_Me.txt`.
+# C. Installing MaAsLin
+R Libraries: Several libraries need to be installed in R these are
+the following:
+* agricolae, gam, gamlss, gbm, glmnet, inlinedocs, logging, MASS, nlme, optparse, outliers, penalized, pscl, robustbase, testhat, vegan
+You can install them by typing R in a terminal and using the
+install.packages command:
+install.packages(c('agricolae', 'gam', 'gamlss', 'gbm', 'glmnet', 'inlinedocs', 'logging', 'MASS', 'nlme', 'optparse', 'outliers', 'penalized', 'pscl', 'robustbase', 'testthat'))
+# D. MaAsLin Inputs
+There are 3 input files for each project, the "\*.read.config" file, the "\*.pcl" file, and the "\*.R" script. (If using the sfle automated pipeline, the "\*" in the file names can be anything but need to be identical for all three files. All three files need to be in the `../sfle/input/maasalin/input` folder only if using sfle). Details of each file follow:
+### 1\. "\*.pcl"
+Required input file. A PCL file is the file that contains all the data
+and metadata. This file is formatted so that metadata/data (otus or
+bugs) are rows and samples are columns. All metadata rows should come
+first before any abundance data. The file should be a tab delimited
+text file with the extension ".pcl".
+### 2\. "\*.read.config"
+Required input file. A read config file allows one to indicate what data is read from a PCL file without having to change the pcl file or change code. This means one can have a pcl file which is a superset of metadata and abundances which includes data you are not interested in for the run. This file is a text file with ".read.config" as an extension. This file is later described in detail in section **F. Process Flow Overview** subsection **4. Create your read.config file**.
+### 3\. "\*.R"
+Optional input file. The R script file is using a call back programming pattern that allows one to add/modify specific code to customize analysis without touching the main MaAsLin engine. A generic R script is provided "maaslin_demo2.R" and can be renamed and used for any study. The R script can be modified to add quality control or formatting of data, add ecological measurements, or other changes to the underlying data before MaAsLin runs on it. This file is not required to run MaAsLin.
+# E. Process Flow Overview
+1. Obtain your abundance or relative function table.
+2. Obtain your metadata.
+3. Format and combine your abundance table and metadata as a pcl file for MaAsLin.
+4. Create your read.config file.
+5. Create your R script or use the default.
+6. Place .pcl, .read.config, .R files in `../sfle/input/maaslin/input/` (sfle only)
+7. Run
+8. Discover amazing associations in your results!
+# F. Process Flow Detail
+### 1\. Obtain your abundance or relative function table.
+Abundance tables are normally derived from sequence data using
+*Mothur*, *Qiime*, *HUMAnN*, or *MetaPhlAn*. Please refer to their documentation
+for further details.
+### 2\. Obtain your metadata.
+Metadata would be information about the samples in the study. For
+instance, one may analyze a case / control study. In this study, you
+may have a disease and healthy group (disease state), the sex of the
+patents (patient demographics), medication use (chemical treatment),
+smoking (patient lifestyle) or other types of data. All aforementioned
+data would be study metadata. This section can have any type of data
+(factor, ordered factor, continuous, integer, or logical
+variables). If a particular data is missing for a sample for a
+metadata please write NA. It is preferable to write NA so that, when
+looking at the data, it is understood the metadata is missing and it's
+absence is intentional and not a mistake. Often investigators are
+interested in genetic measurements that may also be placed in the
+metadata section to associate to bugs.
+If you are not wanting to manually add metadata to your abundance
+table, you may be interested in associated tools or scripts to help
+combine your abundance table and metadata to create your pcl
+file. Both require a specific format for your metadata file. Please
+see the documentation for *QiimeToMaaslin* or *merge_metadata.py* (for
+more details see section B).
+### 3\. Format and combine your abundance table and metadata as a pcl
+file for *MaAsLin*.
+Please note two tools have been developed to help you! If you are
+working from a Qiime OTU output and have a metadata text file try using
+*QiimeToMaaslin* found at bitbucket. If you have a tab delimited file
+which matches the below .pcl description (for instance MetaPhlAn
+output) use the merge_metadata.py script provided in this project
+(`maaslin/src/merge_metadata.py`) and documented in
+`maaslin/doc/Merge_Metadata_Read_Me.txt`.
+###PCL format description:
+i. Row 1 is expected to be sample IDs beginning the first column with a feature name to identify the row, for example "ID".
+ii. Rows of metadata. Each row is one metadata, the first column entry
+being the name of the metadata and each following column being the
+metadata value for that each sample.
+iii. Row of taxa/otu abundance. Each row is one taxa/otu, the first
+column entry being the name of the taxa/otu followed by abundances of
+the taxa/otu per sample.
+iv. Abundances should be normalized by dividing each abundance measurement by the sum of the column (sample) abundances.
+v. Here is an example of the contents of an extremely small pcl file;
+another example can be found in this project at
+`maaslin/input/maaslin_demo.pcl`.
+ID	Sample1	Sample2	Sample3	Sample4
+metadata1	True	True	False	False
+metadata2	1.23	2.34	3.22	3.44
+metadata3	Male	Female	Male	Female
+taxa1	    0.022	0.014	0.333	0.125
+taxa2	    0.406	0.029	0.166	0.300
+taxa3	    0.571	0.955	0.500	0.575
+### 4\. Create your read.config file.
+A *.read.config file is a structured text file used to indicate which
+data in a *.pcl file should be read into MaAsLin and used for
+analysis. This allows one to keep their *.pcl file intact while
+varying analysis. Hopefully, this avoids errors that may be introduced
+while manipulating the pcl files.
+Here is an example of the contents of a *.read.config file.
+Matrix: Metadata
+Read_PCL_Columns: Sample2-Sample15
+Read_PCL_Rows: Age-Height,Weight,Sex,Cohort-Profession
+Matrix: Abundance
+Read_PCL_Columns: Sample2-Sample15
+Read_PCL_Rows: Bacteria-Bug100
+The minimal requirement for a MaAsLin .read.config file is as
+follows. The Matrix: should be specified. Metadata needs to be named
+"Metadata" for the metadata section and "Abundance" for the abundance
+section. “Read\_PCL\_Rows:” is used to indicate which rows are data or
+metadata to be analyzed. Rows can be identified by their metadata/data
+id. Separate ids by commas. If there is a consecutive group of
+metadata/data a range of rows can be defined by indicating the first
+and last id separated by a “-“. If the beginning or ending id is
+missing surrounding an “–“, the rows are read from the beginning or to
+the end of the pcl file, respectively.
+A minimal example is shown here:
+Matrix: Metadata
+Read\_PCL\_Rows: -Weight
+Matrix: Abundance
+Read_PCL_Rows: Bacteria-
+With this minimal example, the delimiter of the file is assumed to be
+a tab, all columns are read (since they are not indicated
+here). Metadata are read as all rows from the beginning of the pcl
+file (skipping the first Sample ID row) to Weight; all data are read
+as all rows from Bacteria to the end of the pcl file. This example
+refers to the default input files given in the MaAsLin download as
+maaslin_demo2.\*.
+### 5\. Optionally, create your R script.
+The R script is used to add code that manipulates your data before
+analysis, and for manipulating the multifactoral analysis figure. A
+default “*.R” script is available with the default MaAsLin project at
+maaslin/input/maaslin_demo2.R. This is an expert option and should
+only be used by someone very comfortable with the R language.
+###6. Optional step if using the sfle analysis pipeline. Place .pcl, .read.config, and optional .R files in `../sfle/input/maasalin/input`
+###7. Run.
+By running the commandline script:
+On the commandline call the Maaslin.R script. Please refer to the help (-h, --help) for command line options. If running from commandline, the PCL file will need to be transposed. A script is included in Maaslin for your convenience (src/transpose.py). The following example will have such a call included. An example call from the Maaslin folder for the demo data could be as follows.
+./src/transpose.py < input/maaslin_demo2.pcl > maaslin_demo2.tsv
+./src/Maaslin.R -i input/maaslin_demo2.read.config demo.text maaslin_demo2.tsv
+When using sfle:
+Go to ../sfle and type the following: scons output/maaslin
+###8. Discover amazing associations in your results!
+#G. Expected Output Files
+The following files will be generated per MaAsLin run. In the
+following listing the term projectname refers to what you named your "\*.pcl" file without the extension.
+###Output files that are always created:
+**projectname_log.txt**
+This file contains the detail for the statistical engine. This can be
+useful for detailed troubleshooting.
+**projectname-metadata.txt**
+Each metadata will have a file of associations. Any associations
+indicated to be performed after initial variable selection (boosting)
+is recorded here. Included are the information from the final general
+linear model (performed after the boosting) and the FDR corrected
+p-value (q-value). Can be opened as a text file or spreadsheet.
+**projectname-metadata.pdf**
+Any association that had a q-value less than or equal to the given
+significance threshold will be plotted here (default is 0.25; can be
+changed using the commandline argument -d). If this file does not
+exist, the projectname-metadata.txt should not have an entry that is
+less than or equal to the threshold. Factor data is plotted as
+knotched box plots; continuous data is plotted as a scatter plot with
+a line of best fit. Two plots are given for MaAslin Methodology; the
+left being a raw data plot, the right being a corresponding partial
+residual plot.
+**projectname.pdf**
+Contains the biplot visualization. This visualization is presented as a build and can be affected by modifications in the R.script or by using commandline.
+**projectname.txt**
+A collection of all entries in the projectname-metadata.pdf. Can be
+opened as a text file or spreadsheet.
+###Additional troubleshooting files when the commandline:
+**data.tsv**
+The data matrix that was read in (transposed). Useful for making sure
+the correct data was read in.
+**data.read.config**
+Can be used to read in the data.tsv.
+**metadata.tsv**
+The metadata that was read in (transposed). Useful for making sure the
+correct metadata was read in.
+**metadata.read.config**
+Can be used to read in the data.tsv.
+**read_merged.tsv**
+The data and metadata merged (transposed). Useful for making sure the
+merging occurred correctly.
+**read_merged.read.config**
+Can be used to read in the read_merged.tsv.
+**read_cleaned.tsv**
+The data read in, merged, and then cleaned. After this process the
+data is written to this file for reference if needed.
+**read_cleaned.read.config**
+Can be used to read in read_cleaned.tsv.
+**ProcessQC.txt**
+Contains quality control for the MaAsLin analysis. This includes
+information on the magnitude of outlier removal.
+**Run_Parameters.txt**
+Contains an account of all the options used when running MaAsLin so the exact methodology can be recreated if needed.
+#H. Other Analysis Flows
+###1. All verses All
+The all verses all analysis flow is a way of manipulating how metadata are used. In this method there is a group of metadata that are always evaluated, as well there are a group that are added to this one at a time. To give a more concrete example: You may have metadata cage, diet, and treatment. You may always want to have the association of abundance evaluated controlling for cage but otherwise looking at the metadata one at a time. In this way the cage metadata is the \D2forced\D3 part of the evaluation while the others are not forced and evaluated in serial. The appropriate commandline to indicate this follows (placed in your args file if using sfle, otherwise added in the commandline call):
+> -a -F cage
+-a indicates all verses all is being used, -F indicates which metadata are forced (multiple metadata can be given comma delimited as shown here -F metadata1,metadata2,metadata3). This does not bypass the feature selection method so the metadata that are not forced are subject to feature selection and may be removed before coming to the evaluation. If you want all the metadata that are not forced to be evaluated in serial you will need to turn off feature selection and will have a final combined commandline as seen here:
+> -a -F cage -s none
+#I. Troubleshooting
+###1\. (Only valid if using Sfle) ImportError: No module named sfle
+When using the command "scons output/maaslin/..." to run my projects I
+get the message:
+ImportError: No module named sfle:
+File "/home/user/sfle/SConstruct", line 2:
+import sfle
+**Solution:** You need to update your path. On a linux or MacOS terminal
+in the sfle directory type the following.
+export PATH=/usr/local/bin:`pwd`/src:$PATH
+export PYTHONPATH=$PATH
+###2\. When trying to run a script I am told I do not have permission
+even though file permissions have been set for myself.
+**Solution:** Most likely, you need to set the main MaAsLin script
+(Maaslin.R) to executable.
+#J. Installation as an Automated Pipeline
+SflE (pronounced souffle), is a framework for automation and
+parallelization on a multiprocessor machine. MaAsLin has been
+developed to be compatible with this framework. More information can
+be found at
+[http://huttenhower.sph.harvard.edu/sfle](http://huttenhower.sph.harvard.edu/sfle). If
+interested in installing MaAsLin in a SflE environment. After
+installing SflE, download or move the complete maaslin directory into
+`sfle/input`. After setting up, one places all maaslin input files in
+`sfle/input/maaslin/input`. To run the automated pipeline and analyze
+all files in the `sfle/input/maaslin/input` directory, type: `scons output/maaslin`
+in a terminal in the sfle directory. This will produce
+output in the `sfle/output/maaslin` directory.
+#K. Commandline Options (Modifying Process and Figures)
+Although we recommend the use of default options, commandline
+arguments exist to modify both MaAsLin methodology and figures. To see
+an up-to-date listing of argument usage, in a terminal in the
+`maaslin/src` directory type `./Maaslin.R -h`.
+An additional input file (the args file) can be used to apply
+commandline arguments to a MaAsLin run. This is useful when using
+MaAsLin as an automated pipeline (using SflE) and is a way to document
+what commandline are used for different projects. The args file should
+be named the same as the *.pcl file except using the extension .args
+. This file should be placed in the `maaslin/input` directory with the
+other matching project input files. In this file please have one line
+of arguments and values (if needed; some arguments are logical flags
+and do not require a value), each separated by a space. The contents
+of this file will be directly added to the commandline call for
+Maaslin.R. An example of the contents of an args file is given here.
+**Example.args:**
+-v DEBUG -d 0.1 -b 5
+In this example MaAsLin is modified to produce verbose output for
+debugging (-v DEBUG), to change the threshold for making pdfs to a
+q-value equal to or less than 0.1 (-d 0.1), and to plot
+5 data (bug) features in the biplot (-b 5).

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