Contents

1 Introduction

MMUPHin is an R package implementing meta-analysis methods for microbial community profiles. It has interfaces for: a) covariate-controlled batch and study effect adjustment, b) meta-analytic differential abundance testing, and meta-analytic discovery of c) discrete (cluster-based) or d) continuous unsupervised population structure.

Overall, MMUPHin enables the normalization and combination of multiple microbial community studies. It can then help in identifying microbes, genes, or pathways that are differential with respect to combined phenotypes. Finally, it can find clusters or gradients of sample types that reproduce consistently among studies.

This vignette is intended to provide working examples for all four functionalities of MMUPHin.

library(MMUPHin)
# tidyverse packages for utilities
library(magrittr)
library(dplyr)
library(ggplot2)

2 Installation

MMUPHin is a Bioconductor package and can be installed via the following command.

if (!requireNamespace("BiocManager", quietly = TRUE))
    install.packages("BiocManager")
BiocManager::install("MMUPHin")

3 Input data

As input, MMUPHin requires a properly formatted collection of microbial community studies, with both feature abundances and accompanying metadata. Here we use the five published colorectal cancer (CRC) stool metagenomic studies, incorporated in Thomas et al. (2019). Data for the studies are already conveniently packaged and accessible through the Biocondcutor package curatedMetagenomicData, though additional wranglings are needed to format input for MMUPHin.

Importantly, MMUPHin asks that feature abundances be provided as a feature-by-sample matrix, and the metadata be provided as a data frame. The two objects shoud agree on sample IDs, that is, rowname of the feature abundance matrix and colname of the metadata data frame must agree. Many popular ’omic data classes in R already enforce this standard, such as ExpressionSet from Biobase, or phyloseq from phyloseq.

To minimize users’ efforts in loading data to run the examples, we have properly formatted the five studies for easy access. The feature abundances and metadata can be loaded with the following code chunk. For the interested user, the commented out scripts were used for accessing data directly from curatedMetagenomicData and formatting. It might be worthwhile to read through these as they perform many of the common tasks for preprocessing microbial feature abundance data in R, including sample/feature subsetting, normalization, filtering, etc.

data("CRC_abd", "CRC_meta")
# CRC_abd is the feature (species) abundance matrix. Rows are features and 
# columns are samples.
CRC_abd[1:5, 1, drop = FALSE]
##                                 FengQ_2015.metaphlan_bugs_list.stool:SID31004
## s__Faecalibacterium_prausnitzii                                    0.11110668
## s__Streptococcus_salivarius                                        0.09660736
## s__Ruminococcus_sp_5_1_39BFAA                                      0.09115385
## s__Subdoligranulum_unclassified                                    0.05806767
## s__Bacteroides_stercoris                                           0.05685503
# CRC_meta is the metadata data frame. Columns are samples.
CRC_meta[1, 1:5]
##                                               subjectID body_site
## FengQ_2015.metaphlan_bugs_list.stool:SID31004  SID31004     stool
##                                               study_condition
## FengQ_2015.metaphlan_bugs_list.stool:SID31004             CRC
##                                                                    disease
## FengQ_2015.metaphlan_bugs_list.stool:SID31004 CRC;fatty_liver;hypertension
##                                               age_category
## FengQ_2015.metaphlan_bugs_list.stool:SID31004        adult
# A total of five studies are included 
table(CRC_meta$studyID)
## 
##      FengQ_2015.metaphlan_bugs_list.stool 
##                                       107 
## HanniganGD_2017.metaphlan_bugs_list.stool 
##                                        55 
##  VogtmannE_2016.metaphlan_bugs_list.stool 
##                                       104 
##        YuJ_2015.metaphlan_bugs_list.stool 
##                                       128 
##    ZellerG_2014.metaphlan_bugs_list.stool 
##                                       157
# The following were used to access and format the two objects
# library(curatedMetagenomicData)
# library(phyloseq)
# library(genefilter)
# datasets <- curatedMetagenomicData(
#   c("FengQ_2015.metaphlan_bugs_list.stool"  ,
#     "HanniganGD_2017.metaphlan_bugs_list.stool",
#     "VogtmannE_2016.metaphlan_bugs_list.stool",
#     "YuJ_2015.metaphlan_bugs_list.stool",
#     "ZellerG_2014.metaphlan_bugs_list.stool"),
#   dryrun = FALSE)
# # Construct phyloseq object from the five datasets
# physeq <-
#   # Aggregate the five studies into ExpressionSet
#   mergeData(datasets) %>%
#   # Convert to phyloseq object
#   ExpressionSet2phyloseq() %>%
#   # Subset samples to only CRC and controls
#   subset_samples(study_condition %in% c("CRC", "control")) %>%
#   # Subset features to species
#   subset_taxa(!is.na(Species) & is.na(Strain)) %>%
#   # Normalize abundances to relative abundance scale
#   transform_sample_counts(function(x) x / sum(x)) %>%
#   # Filter features to be of at least 1e-5 relative abundance in five samples
#   filter_taxa(kOverA(5, 1e-5), prune = TRUE)
# CRC_abd <- otu_table(physeq)@.Data
# CRC_meta <- data.frame(sample_data(physeq))
# CRC_meta$studyID <- factor(CRC_meta$studyID)

4 Performing batch (study) effect adjustment with adjust_batch

adjust_batch aims to correct for technical study/batch effects in microbial feature abundances. It takes as input the feature-by-sample abundance matrix, and performs batch effect adjustment given provided batch and optional covariate variables. It returns the batch-adjusted abundance matrix. Check help(adjust_batch) for additional details and options.

Here we use adjust_batch to correct for differences in the five studies, while controlling for the effect of CRC versus control (variable study_condition in CRC_meta).

# The function call indicates for adjust_batch to correct for the effect
# of the batch variable, studyID, while controlling for the effect of the 
# disease variable, study_condition. Many additional options are available 
# through the control parameter, here we specify verbose=FALSE to avoid 
# excessive messages, although they can often be helpful in practice!
fit_adjust_batch <- adjust_batch(feature_abd = CRC_abd,
                                 batch = "studyID",
                                 covariates = "study_condition",
                                 data = CRC_meta,
                                 control = list(verbose = FALSE))
# Note that adjust_batch returns a list of more than one components, and 
# feature_abd_adj is the corrected feature abundance matrix. See 
# help(adjust_batch) for the meaning of other components.
CRC_abd_adj <- fit_adjust_batch$feature_abd_adj

One way to evaluate the effect of batch adjustment is to assess the total variability in microbial profiles attributable to study differences, before and after adjustment. This is commonly known as a PERMANOVA test (Tang, Chen, and Alekseyenko 2016), and can be performed with the adonis function in vegan.

library(vegan)
## Loading required package: permute
## Loading required package: lattice
## This is vegan 2.5-7
# adonis requires as input sample-versus-sample dissimilarities between 
# microbial profiles
D_before <- vegdist(t(CRC_abd))
D_after <- vegdist(t(CRC_abd_adj))
# fix random seed as adonis runs randomized permutations
set.seed(1)
fit_adonis_before <- adonis(D_before ~ studyID, data = CRC_meta)
fit_adonis_after <- adonis(D_after ~ studyID, data = CRC_meta)
print(fit_adonis_before)
## 
## Call:
## adonis(formula = D_before ~ studyID, data = CRC_meta) 
## 
## Permutation: free
## Number of permutations: 999
## 
## Terms added sequentially (first to last)
## 
##            Df SumsOfSqs MeanSqs F.Model      R2 Pr(>F)    
## studyID     4     13.36  3.3400  11.855 0.07991  0.001 ***
## Residuals 546    153.82  0.2817         0.92009           
## Total     550    167.18                 1.00000           
## ---
## Signif. codes:  0 '***' 0.001 '**' 0.01 '*' 0.05 '.' 0.1 ' ' 1
print(fit_adonis_after)
## 
## Call:
## adonis(formula = D_after ~ studyID, data = CRC_meta) 
## 
## Permutation: free
## Number of permutations: 999
## 
## Terms added sequentially (first to last)
## 
##            Df SumsOfSqs MeanSqs F.Model      R2 Pr(>F)    
## studyID     4     4.939 1.23463  4.2855 0.03044  0.001 ***
## Residuals 546   157.298 0.28809         0.96956           
## Total     550   162.237                 1.00000           
## ---
## Signif. codes:  0 '***' 0.001 '**' 0.01 '*' 0.05 '.' 0.1 ' ' 1

We can see that, before study effect adjustment, study differences can expalin a total of 7.99% of the variability in microbial abundance profiles, whereas after adjustment this was reduced to 3.04%, though the effect of study is significant in both cases.

5 Meta-analytical differential abundance testing with lm_meta

One of the most common meta-analysis goals is to combine association effects across batches/studies to identify consistent overall effects. lm_meta provides a straightforward interface to this task, by first performing regression analysis in individual batches/studies using the well-validated Maaslin2 packge, and then aggregating results with established fixed/mixed effect models, realized via the vegan package. Here, we use lm_meta to test for consistently differential abundant species between CRC and control samples across the five studies, while controlling for demographic covariates (gender, age, BMI).

# lm_meta runs regression and meta-analysis models to identify consistent 
# effects of the exposure (study_condition, i.e., disease) on feature_abd
# (microbial feature abundances). Batch variable (studyID) needs to be 
# specified to identify different studies. Additional covariates to include in 
# the regression model can be specified via covariates (here set to gender, 
# age, BMI). Check help(lm_meta) for additional parameter options.
# Note the warnings: lm_meta can tell if a covariate cannot be meaningfully fit
# within a batch and will inform the user of such cases through warnings.
fit_lm_meta <- lm_meta(feature_abd = CRC_abd,
                       batch = "studyID",
                       exposure = "study_condition",
                       covariates = c("gender", "age", "BMI"),
                       data = CRC_meta,
                       control = list(verbose = FALSE))
## Warning in lm_meta(feature_abd = CRC_abd, batch = "studyID", exposure = "study_condition", : Covariate gender is missing or has only one non-missing value in the following batches; will be excluded from model for these batches:
## HanniganGD_2017.metaphlan_bugs_list.stool, YuJ_2015.metaphlan_bugs_list.stool
## Warning in lm_meta(feature_abd = CRC_abd, batch = "studyID", exposure = "study_condition", : Covariate age is missing or has only one non-missing value in the following batches; will be excluded from model for these batches:
## HanniganGD_2017.metaphlan_bugs_list.stool, YuJ_2015.metaphlan_bugs_list.stool
## Warning in lm_meta(feature_abd = CRC_abd, batch = "studyID", exposure = "study_condition", : Covariate BMI is missing or has only one non-missing value in the following batches; will be excluded from model for these batches:
## HanniganGD_2017.metaphlan_bugs_list.stool, YuJ_2015.metaphlan_bugs_list.stool
# Again, lm_meta returns a list of more than one components. 
# meta_fits provides the final meta-analytical testing results. See 
# help(lm_meta) for the meaning of other components.
meta_fits <- fit_lm_meta$meta_fits

We can visualize the significant (FDR q < 0.05) species associated with CRC in these studies/samples. Comparing them with Figure 1b of Thomas et al. (2019), we can see that many of the significant species do agree.

meta_fits %>% 
  filter(qval.fdr < 0.05) %>% 
  arrange(coef) %>% 
  mutate(feature = factor(feature, levels = feature)) %>% 
  ggplot(aes(y = coef, x = feature)) +
  geom_bar(stat = "identity") +
  coord_flip()

6 Identifying discrete population structures with discrete_discover

Clustering analysis of microbial profiles can help identify meaningful discrete population subgroups (Ravel et al. 2011), but must be carried out carefully with validations to ensure that the identified structures are consistent (Koren et al. 2013). discrete_discover provides the functionality to use prediction strength (Tibshirani and Walther 2005) to evaluate discrete clustering structures within individual microbial studies, as well as a “generalized predicition strength” to evaluate their reproducibility in other studies. These jointly provide meta-analytical evidence for (or against) identifying discrete population structures in microbial profiles. Check help(discrete_discover) to see more details on the method and additional options.

The gut microbiome is known to form gradients rather than discrete clusters (Koren et al. 2013). Here we use discrete_discover to evaluate clustering structures among control samples in the five stool studies.

# First subset both feature abundance table and metadata to only control samples
control_meta <- subset(CRC_meta, study_condition == "control")
control_abd_adj <- CRC_abd_adj[, rownames(control_meta)]
# discrete_discover takes as input sample-by-sample dissimilarity measurements 
# rather than abundance table. The former can be easily computed from the 
# latter with existing R packages.
D_control <- vegdist(t(control_abd_adj))
fit_discrete <- discrete_discover(D = D_control,
                                  batch = "studyID",
                                  data = control_meta,
                                  control = list(k_max = 8,
                                                 verbose = FALSE))

The internal_mean and internal_sd components of fit_discrete are matrices that provide internal evaluation statistics (prediction strength) for each batch (column) and evaluated number of clusters (row). Similarly, external_mean and external_sd provide external evaluation statistics ( generalized prediction strenght). Evidence for existence of discrete structures would be a “peaking” of the mean statistics at a particular cluster number. Here, for easier examination of such a pattern, we visualize the results for the largest study, ZellerG_2014. Note that visualization for all studies are by default automatically generated and saved to the output file “diagnostic_discrete.pdf”.

internal <- data.frame(
  # By default, fit_discrete evaluates cluster numbers 2-10
  K = 2:8,
  statistic = 
    fit_discrete$internal_mean[, "ZellerG_2014.metaphlan_bugs_list.stool"],
  se = 
    fit_discrete$internal_se[, "ZellerG_2014.metaphlan_bugs_list.stool"],
  type = "internal")
external <- data.frame(
  # By default, fit_discrete evaluates cluster numbers 2-10
  K = 2:8,
  statistic = 
    fit_discrete$external_mean[, "ZellerG_2014.metaphlan_bugs_list.stool"],
  se = 
    fit_discrete$external_se[, "ZellerG_2014.metaphlan_bugs_list.stool"],
  type = "external")
rbind(internal, external) %>% 
  ggplot(aes(x = K, y = statistic, color = type)) +
  geom_point(position = position_dodge(width = 0.5)) + 
  geom_line(position = position_dodge(width = 0.5)) +
  geom_errorbar(aes(ymin = statistic - se, ymax = statistic + se),
                position = position_dodge(width = 0.5), width = 0.5) +
  ggtitle("Evaluation of discrete structure in control stool microbiome (ZellerG_2014)")

The decreasing trend for both the internal and external statistics along with number of clusters (K) suggests that discrete structures cannot be well-established. To provide a positive example, we examine the two vaginal microbiome studies provided by curatedMetagenomicData, as the vaginal microbiome is known to have distinct subtypes (Ravel et al. 2011). Again, we pre-formatted these datasets for easy access, but you can recreate them from curatedMetagenomicData with the commented out scripts.

# library(curatedMetagenomicData)
# library(phyloseq)
# datasets <- curatedMetagenomicData(
#   "*metaphlan_bugs_list.vagina*",
#   dryrun = FALSE)
# # Construct phyloseq object from the five datasets
# physeq <-
#   # Aggregate the five studies into ExpressionSet
#   mergeData(datasets) %>%
#   # Convert to phyloseq object
#   ExpressionSet2phyloseq() %>%
#   # Subset features to species
#   subset_taxa(!is.na(Species) & is.na(Strain)) %>%
#   # Normalize abundances to relative abundance scale
#   transform_sample_counts(function(x) x / sum(x)) %>%
#   # Filter features to be of at least 1e-5 relative abundance in two samples
#   filter_taxa(kOverA(2, 1e-5), prune = TRUE)
# vaginal_abd <- otu_table(physeq)@.Data
# vaginal_meta <- data.frame(sample_data(physeq))
# vaginal_meta$studyID <- factor(vaginal_meta$studyID)
data("vaginal_abd", "vaginal_meta")
D_vaginal <- vegdist(t(vaginal_abd))
fit_discrete_vag <- discrete_discover(D = D_vaginal,
                                      batch = "studyID",
                                      data = vaginal_meta,
                                      control = list(verbose = FALSE,
                                                     k_max = 8))
# Examine results for the larger study, HMP_2012
data.frame(
  # By default, fit_discrete evaluates cluster numbers 2-10
  K = 2:8,
  statistic = 
    fit_discrete_vag$internal_mean[, "HMP_2012.metaphlan_bugs_list.vagina"],
  se = 
    fit_discrete_vag$internal_se[, "HMP_2012.metaphlan_bugs_list.vagina"]) %>% 
  ggplot(aes(x = K, y = statistic)) +
  geom_point() + geom_line() +
  geom_errorbar(aes(ymin = statistic - se, ymax = statistic + se), 
                width = 0.5) +
  ggtitle("Evaluation of discrete structure in vaginal microbiome (HMP_2012)")

We can see that for the vaginal microbiome, discrete_discover suggests the existence of five clusters. Here we examine only the internal metrics of HMP_2012 as the other study (FerrettiP_2018) has only 19 samples.

7 Identifying continuous population structures with continuous_discover

Population structure in the microbiome can manifest as gradients rather than discrete clusters, such as dominant phyla trade-off or disease-associated dysbiosis. continuous_discover provide functionality to identify such structures as well as to validate them with meta-analysis. We again evaluate these continuous structures in control samples of the five studies.

# Much like adjust_batch and lm_meta, continuous_discover also takes
# as input feature-by-sample abundances. control offers many tuning parameters
# and here we set one of them, var_perc_cutoff, to 0.5, which asks the method
# to include top principal components within each batch that in total explain
# at least 50% of the total variability in the batch. See 
# help(continuosu_discover) for more details on the tuning parameters and 
# their interpretations.
fit_continuous <- continuous_discover(feature_abd = control_abd_adj,
                                      batch = "studyID",
                                      data = control_meta,
                                      control = list(var_perc_cutoff = 0.5,
                                                     verbose = FALSE))

We can visualize the identified continuous structure scores in at least two ways: first, to examine their top contributing microbial features, to get an idea of what the score is characterizing, and second, to overlay the continuous scores with an ordination visualization. Here we perform these visualizations on the first identified continuous score.

# Examine top loadings
loading <- data.frame(feature = rownames(fit_continuous$consensus_loadings),
                      loading1 = fit_continuous$consensus_loadings[, 1])
loading %>%
    dplyr::arrange(-abs(loading1)) %>%
    dplyr::slice(1:20) %>%
    dplyr::arrange(loading1) %>%
    dplyr::mutate(feature = factor(feature, levels = feature)) %>%
    ggplot(aes(x = feature, y = loading1)) +
    geom_bar(stat = "identity") +
    coord_flip() +
    ggtitle("Features with top loadings")

# Ordinate the samples
mds <- cmdscale(d = D_control)
colnames(mds) <- c("Axis1", "Axis2")
as.data.frame(mds) %>% 
  dplyr::mutate(score1 = fit_continuous$consensus_scores[, 1]) %>% 
  ggplot(aes(x = Axis1, y = Axis2, color = score1)) +
  geom_point() +
  coord_fixed()

From ordination we see that the first continuos score indeed represent strong variation across these stool samples. From the top loading features we can see that this score strongly represents a Bacteroidetes (the Bacteroides species) versus Firmicutes (the Ruminococcus species) tradeoff.

8 Sessioninfo

sessionInfo()
## R version 4.0.5 (2021-03-31)
## Platform: x86_64-pc-linux-gnu (64-bit)
## Running under: Ubuntu 18.04.5 LTS
## 
## Matrix products: default
## BLAS:   /home/biocbuild/bbs-3.12-bioc/R/lib/libRblas.so
## LAPACK: /home/biocbuild/bbs-3.12-bioc/R/lib/libRlapack.so
## 
## locale:
##  [1] LC_CTYPE=en_US.UTF-8       LC_NUMERIC=C              
##  [3] LC_TIME=en_US.UTF-8        LC_COLLATE=C              
##  [5] LC_MONETARY=en_US.UTF-8    LC_MESSAGES=en_US.UTF-8   
##  [7] LC_PAPER=en_US.UTF-8       LC_NAME=C                 
##  [9] LC_ADDRESS=C               LC_TELEPHONE=C            
## [11] LC_MEASUREMENT=en_US.UTF-8 LC_IDENTIFICATION=C       
## 
## attached base packages:
## [1] stats     graphics  grDevices utils     datasets  methods   base     
## 
## other attached packages:
## [1] vegan_2.5-7      lattice_0.20-41  permute_0.9-5    ggplot2_3.3.3   
## [5] dplyr_1.0.5      magrittr_2.0.1   MMUPHin_1.4.2    BiocStyle_2.18.1
## 
## loaded via a namespace (and not attached):
##  [1] sass_0.3.1          tidyr_1.1.3         jsonlite_1.7.2     
##  [4] splines_4.0.5       logging_0.10-108    bslib_0.2.4        
##  [7] assertthat_0.2.1    BiocManager_1.30.12 highr_0.8          
## [10] stats4_4.0.5        metafor_2.4-0       Maaslin2_1.4.0     
## [13] yaml_2.2.1          robustbase_0.93-7   pillar_1.5.1       
## [16] glue_1.4.2          digest_0.6.27       colorspace_2.0-0   
## [19] cowplot_1.1.1       htmltools_0.5.1.1   Matrix_1.3-2       
## [22] pcaPP_1.9-73        pkgconfig_2.0.3     biglm_0.9-2.1      
## [25] magick_2.7.1        bookdown_0.21       purrr_0.3.4        
## [28] mvtnorm_1.1-1       scales_1.1.1        getopt_1.20.3      
## [31] optparse_1.6.6      tibble_3.1.0        mgcv_1.8-34        
## [34] generics_0.1.0      farver_2.1.0        ellipsis_0.3.1     
## [37] withr_2.4.1         pbapply_1.4-3       nnet_7.3-15        
## [40] crayon_1.4.1        mclust_5.4.7        evaluate_0.14      
## [43] fansi_0.4.2         nlme_3.1-152        MASS_7.3-53.1      
## [46] class_7.3-18        tools_4.0.5         hash_2.2.6.1       
## [49] lifecycle_1.0.0     stringr_1.4.0       kernlab_0.9-29     
## [52] munsell_0.5.0       cluster_2.1.1       fpc_2.2-9          
## [55] compiler_4.0.5      jquerylib_0.1.3     rlang_0.4.10       
## [58] debugme_1.1.0       grid_4.0.5          igraph_1.2.6       
## [61] labeling_0.4.2      rmarkdown_2.7       gtable_0.3.0       
## [64] flexmix_2.3-17      DBI_1.1.1           R6_2.5.0           
## [67] knitr_1.31          prabclus_2.3-2      utf8_1.2.1         
## [70] lpsymphony_1.18.0   modeltools_0.2-23   stringi_1.5.3      
## [73] parallel_4.0.5      Rcpp_1.0.6          vctrs_0.3.7        
## [76] diptest_0.75-7      DEoptimR_1.0-8      tidyselect_1.1.0   
## [79] xfun_0.22

References

Koren, Omry, Dan Knights, Antonio Gonzalez, Levi Waldron, Nicola Segata, Rob Knight, Curtis Huttenhower, and Ruth E Ley. 2013. “A Guide to Enterotypes Across the Human Body: Meta-Analysis of Microbial Community Structures in Human Microbiome Datasets.” PLoS Computational Biology 9 (1): e1002863.

Ravel, Jacques, Pawel Gajer, Zaid Abdo, G Maria Schneider, Sara SK Koenig, Stacey L McCulle, Shara Karlebach, et al. 2011. “Vaginal Microbiome of Reproductive-Age Women.” Proceedings of the National Academy of Sciences 108 (Supplement 1): 4680–7.

Tang, Zheng-Zheng, Guanhua Chen, and Alexander V Alekseyenko. 2016. “PERMANOVA-S: Association Test for Microbial Community Composition That Accommodates Confounders and Multiple Distances.” Bioinformatics 32 (17): 2618–25.

Thomas, Andrew Maltez, Paolo Manghi, Francesco Asnicar, Edoardo Pasolli, Federica Armanini, Moreno Zolfo, Francesco Beghini, et al. 2019. “Metagenomic Analysis of Colorectal Cancer Datasets Identifies Cross-Cohort Microbial Diagnostic Signatures and a Link with Choline Degradation.” Nature Medicine 25 (4): 667.

Tibshirani, Robert, and Guenther Walther. 2005. “Cluster Validation by Prediction Strength.” Journal of Computational and Graphical Statistics 14 (3): 511–28.