--- title: "Using eisaR for Exon-Intron Split Analysis (EISA)" author: "Michael Stadler" date: "`r Sys.Date()`" bibliography: refs.bib output: BiocStyle::html_document: toc_float: true vignette: > %\VignetteIndexEntry{Using eisaR for Exon-Intron Split Analysis (EISA)} %\VignetteEncoding{UTF-8} %\VignetteEngine{knitr::rmarkdown} editor_options: chunk_output_type: console --- ```{r setup, include = FALSE} knitr::opts_chunk$set( collapse = TRUE, comment = "#>" ) ``` # Introduction Exon-Intron Split Analysis has been described in [@eisa]. It consists of separately quantifying exonic and intronic alignments in RNA-seq data, in order to measure changes in mature RNA and pre-mRNA reads across different experimental conditions. We have shown that this allows quantification of transcriptional and post-transcriptional regulation of gene expression. The `eisaR` package contains convenience functions to facilitate the steps in an exon-intron split analysis, which consists of: 1. preparing the annotation (exonic and gene body coordinate ranges, section \@ref(annotation)) 2. quantifying RNA-seq alignments in exons and introns (sections \@ref(align) and \@ref(count)) 3. calculating and comparing exonic and intronic changes across conditions (section \@ref(convenient)) 4. visualizing the results (section \@ref(plot)) For the steps 1. and 2. above, this vignette makes use of Bioconductor annotation and the `r Biocpkg("QuasR")` package. It is also possible to obtain count tables for exons and introns using some other pipeline or approach, and directly start with step 3. # Installation To install the `eisaR` package, start R and enter: ```{r install_eisaR, eval=FALSE} # BiocManager is needed to install Bioconductor packages if (!requireNamespace("BiocManager", quietly = TRUE)) install.packages("BiocManager") # Install eisaR BiocManager::install("eisaR") ``` # Preparing the annotation{#annotation} As mentioned, `eisaR` uses gene annotations from Bioconductor. They are provided in the form of `TxDb` or `EnsDb` objects, e.g. via packages such as `r Biocpkg("TxDb.Mmusculus.UCSC.mm10.knownGene")` or `r Biocpkg("EnsDb.Hsapiens.v86")`. You can see available annotations using the following code: ```{r availableOnline, eval=FALSE} pkgs <- c(BiocManager::available("TxDb") BiocManager::available("EnsDb")) ``` If you would like to use an alternative source of gene annotations, you might still be able to use `eisaR` by first converting your annotations into a `TxDb` or an `EnsDb` (for creating a `TxDb` see `makeTxDb` in the `r Biocpkg("GenomicFeatures")` package, for creating an `EnsDb` see `makeEnsembldbPackage` in the `r Biocpkg("ensembldb")` package). For this example, `eisaR` contains a small `TxDb` to illustrate how regions are extracted. We will load it from a file. Alternatively, the object would be loaded using `library(...)`, for example using `library(TxDb.Mmusculus.UCSC.mm10.knownGene)`. ```{r annotation, message=FALSE} # load package library(eisaR) # get TxDb object txdbFile <- system.file("extdata", "hg19sub.sqlite", package = "eisaR") txdb <- AnnotationDbi::loadDb(txdbFile) ``` Exon and gene body regions are then extracted from the `TxDb`: ```{r regions} # extract filtered exonic and gene body regions regS <- getRegionsFromTxDb(txdb = txdb, strandedData = TRUE) regU <- getRegionsFromTxDb(txdb = txdb, strandedData = FALSE) lengths(regS) lengths(regU) regS$exons ``` As you can see, the filtering procedure removes slightly more genes for unstranded data (`strandedData = FALSE`), as overlapping genes cannot be discriminated even if they reside on opposite strands. You can also export the obtained regions into files. This may be useful if you plan to align and/or quantify reads outside of R. For example, you can use `r Biocpkg("rtracklayer")` to export the regions in `regS` into `.gtf` files: ```{r exportregions} library(rtracklayer) export(regS$exons, "hg19sub_exons_stranded.gtf") export(regS$genebodies, "hg19sub_genebodies_stranded.gtf") ``` # Quantify RNA-seq alignments in exons and introns For this example we will use the `r Biocpkg("QuasR")` package for indexing and alignment of short reads, and a small RNA-seq dataset that is contained in that package. As mentioned, it is also possible to align or also quantify your reads using an alternative aligner/counter, and skip over these steps. ## Align reads{#align} Let's first copy the sample data from the `r Biocpkg("QuasR")` package to the current working directory, all contained in a folder named `extdata`: ```{r extdata} library(QuasR) file.copy(system.file(package = "QuasR", "extdata"), ".", recursive = TRUE) ``` We next align the reads to a mini-genome (fasta file `extdata/hg19sub.fa`) using `qAlign`: ```{r align} sampleFile <- "extdata/samples_chip_single.txt" genomeFile <- "extdata/hg19sub.fa" proj <- qAlign(sampleFile = "extdata/samples_rna_single.txt", genome = "extdata/hg19sub.fa", aligner = "Rhisat2", splicedAlignment = TRUE) alignmentStats(proj) ``` ## Count alignments in exons and gene bodies{#count} Alignments in exons and gene bodies can now be counted using `qCount` and the `regU` that we have generated earlier (assuming that the data is unstranded). Intronic counts can then be obtained from the difference between gene bodies and exons: ```{r count} cntEx <- qCount(proj, regU$exons, orientation = "any") cntGb <- qCount(proj, regU$genebodies, orientation = "any") cntIn <- cntGb - cntEx cntEx cntIn ``` As mentioned, both alignments and counts can also be obtained using alternative approaches. It is required that the two resulting exon and intron count tables have identical structure (genes in rows, samples in columns, the same order of rows and columns in both tables). ## Load full count tables The above example only contains very few genes. For the rest of the vignette, we will use count tables from a real RNA-seq experiment that are provided in the `eisaR` package. The counts correspond to the raw data used in Figure 3a of [@eisa] and are also available online from the [supplementary material](https://fmicompbio.github.io/projects/EISA/EISA.html): ```{r loadcounts} cntEx <- readRDS(system.file("extdata", "Fig3abc_GSE33252_rawcounts_exonic.rds", package = "eisaR")) cntIn <- readRDS(system.file("extdata", "Fig3abc_GSE33252_rawcounts_intronic.rds", package = "eisaR")) ``` # Run EISA conveniently{#convenient} All the further steps in exon-intron split analysis can now be performed using a single function `runEISA`. If you prefer to perform the analysis step-by-step, you can skip now to section \@ref(stepwise). ```{r runEISA} # remove "width" column Rex <- cntEx[, colnames(cntEx) != "width"] Rin <- cntIn[, colnames(cntIn) != "width"] # create condition factor (contrast will be TN - ES) cond <- factor(c("ES", "ES", "TN", "TN")) # run EISA res <- runEISA(Rex, Rin, cond) ``` ## Alternative implementations of EISA There are six arguments in `runEISA` (`modelSamples`, `geneSelection`, `effects`, `statFramework`, `pscnt` and `sizeFactor`) that control gene filtering, calculation of contrasts and the statistical method used, summarized in the bullet list below. The default values of these arguments correspond to the currently recommended way of running EISA. You can also run EISA exactly as it was described in [@eisa], by setting `method = "Gaidatzis2015"`. This will override the values of the six other arguments and set them according to the published algorithm (as indicated below). * `modelSamples`: Account for individual samples in statistical model? Possible values are: - `FALSE` (`method="Gaidatzis2015"`): use a model of the form `~ condition * region` - `TRUE` (default): use a model adjusting for the baseline differences among samples, and with condition-specific region effects (similar to the model described in section 3.5 of the `r Biocpkg("edgeR")` user guide) * `geneSelection`: How to select detected genes. Possible values are: - `"filterByExpr"` (default): First, counts are normalized using `edgeR::calcNormFactors`, treating intronic and exonic counts as individual samples. Then, the `edgeR::filterByExpr` function is used with default parameters to select quantifiable genes. - `"none"`: This will use all the genes provided in the count tables, assuming that an appropriate selection of quantifiable genes has already been done. - `"Gaidatzis2015"` (`method="Gaidatzis2015"`): First, intronic and exonic counts are linearly scaled to the mean library size (estimated as the sum of all intronic or exonic counts, respectively). Then, quantifiable genes are selected as the genes with counts `x` that fulfill `log2(x + 8) > 5` in both exons and introns. * `statFramework`: The framework within `edgeR` that is used for the statistical analysis. Possible values are: - `"QLF"` (default): quasi-likelihood F-test using `edgeR::glmQLFit` and `edgeR::glmQLFTest`. This framework is highly recommended as it gives stricter error rate control by accounting for the uncertainty in dispersion estimation. - `"LRT"` (`method="Gaidatzis2015"`): likelihood ratio test using `edgeR::glmFit` and `edgeR::glmLRT`. * `effects`: How the effects (log2 fold-changes) are calculated. Possible values are: - `"predFC"` (default): Fold-changes are calculated using the fitted model with `edgeR::predFC` and the value provided to `pscnt`. Please note that if a sample factor is included in the statistical model (`modelSamples=TRUE`), effects cannot be obtained from that model. In that case, effects are obtained from a simpler model without sample effects. - `"Gaidatzis2015"` (`method="Gaidatzis2015"`): Fold-changes are calculated using the formula `log2((x + pscnt)/(y + pscnt))`. If `pscnt` is not set to 8, `runEISA` will warn that this deviates from the method used in Gaidatzis et al., 2015. * `pscnt`: The pseudocount that is added to normalized counts before log transformation. For `geneSelection="Gaidatzis2015"`, `pscnt` is used both in gene selection as well as in the calculation of log2 fold-changes. Otherwise, `pscnt` is only used in the calculation of log2 fold-changes in `edgeR::predFC(, prior.count = pscnt)`. * `sizeFactor`: How size factors (TMM normalization factors and library sizes) are calculated and used within `eisaR`: - `"exon"` (default): Size factors are calculated for exonic counts and reused for the corresponding intronic counts. - `"intron"`: Size factors are calculated for intronic counts and reused for the corresponding exonic counts. - `"individual"` (`method="Gaidatzis2015"`): Size factors are calculated independently for exonic and intronic counts. While different values for these arguments typically yield similar results, the defaults are often less stringent compared to `method="Gaidatzis2015"` when selecting quantifiable genes, but more stringent when calling significant changes (especially with low numbers of replicates). Here is an illustration of how the results differ between `method="Gaidatzis2015"` and the defaults: ```{r compare} res1 <- runEISA(Rex, Rin, cond, method = "Gaidatzis2015") res2 <- runEISA(Rex, Rin, cond) # number of quantifiable genes nrow(res1$DGEList) nrow(res2$DGEList) # number of genes with significant post-transcriptional regulation sum(res1$tab.ExIn$FDR < 0.05) sum(res2$tab.ExIn$FDR < 0.05) # method="Gaidatzis2015" results contain most of default results summary(rownames(res2$contrasts)[res2$tab.ExIn$FDR < 0.05] %in% rownames(res1$contrasts)[res1$tab.ExIn$FDR < 0.05]) # comparison of deltas ids <- intersect(rownames(res1$DGEList), rownames(res2$DGEList)) cor(res1$contrasts[ids,"Dex"], res2$contrasts[ids,"Dex"]) cor(res1$contrasts[ids,"Din"], res2$contrasts[ids,"Din"]) cor(res1$contrasts[ids,"Dex.Din"], res2$contrasts[ids,"Dex.Din"]) plot(res1$contrasts[ids,"Dex.Din"], res2$contrasts[ids,"Dex.Din"], pch = "*", xlab = expression(paste(Delta, "exon", -Delta, "intron for method='Gaidatzis2015'")), ylab = expression(paste(Delta, "exon", -Delta, "intron for default parameters"))) ``` ## On the estimation of interactions in a split-plot design experiment The calculation of the significance of interactions (here whether the fold-changes differ between exonic or intronic data) is well defined for experimental designs were all samples are independent from one another. Within EISA, this is not the case (each sample yields two data points, one for exons and one for introns). That results in a dependency between data points: If a sample is affected by a problem in the experiment, it might at the same time give rise to outlier values in both exonic and intronic counts. In statistics, such an experimental design is often referred to as a split-plot design, and a recommended way to analyze interactions in such experiments would be to use a mixed effect model with the plot (in our case, the sample) as a random effect. The disadvantage here however would be that available packages for mixed effect models are not designed for count data, and we therefore use an alternative approach to explicitly model the sample dependency, by introducing sample-specific columns into the design matrix (for `modelSamples=TRUE`). That sample factor is nested in the condition factor (no sample can belong to more than one condition). Thus, we are in the situation described in section 3.5 ('Comparisons both between and within subjects') of the `r Biocpkg("edgeR")` user guide, and we use the approach described there to define a design matrix with sample-specific baseline effects as well as condition-specific region effects. This has no impact on the effects (the log2 fold-changes of `modelSamples=TRUE` and `modelSamples=FALSE` are nearly identical). However, in the presence of sample effects, `modelSamples=TRUE` increases the sensitivity of detecting genes with significant interactions. Here is a comparison of the EISA results with and without accounting for the sample in the model: ```{r modelSamples} res3 <- runEISA(Rex, Rin, cond, modelSamples = FALSE) res4 <- runEISA(Rex, Rin, cond, modelSamples = TRUE) ids <- intersect(rownames(res3$contrasts), rownames(res4$contrasts)) # number of genes with significant post-transcriptional regulation sum(res3$tab.ExIn$FDR < 0.05) sum(res4$tab.ExIn$FDR < 0.05) # modelSamples=TRUE results are a super-set of # modelSamples=FALSE results summary(rownames(res3$contrasts)[res3$tab.ExIn$FDR < 0.05] %in% rownames(res4$contrasts)[res4$tab.ExIn$FDR < 0.05]) # comparison of contrasts diag(cor(res3$contrasts[ids, ], res4$contrasts[ids, ])) plot(res3$contrasts[ids, 3], res4$contrasts[ids, 3], pch = "*", xlab = "Interaction effects for modelSamples=FALSE", ylab = "Interaction effects for modelSamples=TRUE") # comparison of interaction significance plot(-log10(res3$tab.ExIn[ids, "FDR"]), -log10(res4$tab.ExIn[ids, "FDR"]), pch = "*", xlab = "-log10(FDR) for modelSamples=FALSE", ylab = "-log10(FDR) for modelSamples=TRUE") abline(a = 0, b = 1, col = "gray") legend("bottomright", "y = x", bty = "n", lty = 1, col = "gray") ``` # Visualize EISA results{#plot} We can now visualize the results by plotting intronic changes versus exonic changes (genes with significant interactions, which are likely to be post-transcriptionally regulated, are color coded): ```{r plotEISA} plotEISA(res) ``` # Run EISA step-by-step{#stepwise} As an alternative to `runEISA` (section \@ref(convenient)) and `plotEISA` (section \@ref(plot)) described above, you can also analyze the data step-by-step as described in [@eisa]. This may be preferable to understand each individual step and be able to access intermediate results. The results obtained in this way are identical to what you get with `runEISA(..., method = "Gaidatzis2015")`, so if you are happy with `runEISA` you can skip the rest of the vignette. ## Normalization Normalization is performed separately on exonic and intronic counts, assuming that varying exon over intron ratios between samples are of technical origin. ```{r normalization} # remove column "width" Rex <- cntEx[,colnames(cntEx) != "width"] Rin <- cntIn[,colnames(cntIn) != "width"] Rall <- Rex + Rin fracIn <- colSums(Rin)/colSums(Rall) summary(fracIn) # scale counts to the mean library size, # separately for exons and introns Nex <- t(t(Rex) / colSums(Rex) * mean(colSums(Rex))) Nin <- t(t(Rin) / colSums(Rin) * mean(colSums(Rin))) # log transform (add a pseudocount of 8) NLex <- log2(Nex + 8) NLin <- log2(Nin + 8) ``` ## Identify quantifiable genes Genes with very low counts in either exons or introns are better removed, as they will be too noisy to yield useful results. We use here a fixed cut-off on the normalized, log-transformed intron and exonic counts: ```{r quantgenes} quantGenes <- rownames(Rex)[ rowMeans(NLex) > 5.0 & rowMeans(NLin) > 5.0 ] length(quantGenes) ``` ## Calculate $\Delta I$, $\Delta E$ and $\Delta E - \Delta I$ The count tables were obtained from a total RNA-seq experiments in mouse embryonic stem (MmES) cells and derived terminal neurons (MmTN), with two replicates for each condition. We will now calculate the changes between neurons and ES cells in introns ($\Delta I$), in exons ($\Delta E$), and the difference between the two ($\Delta E - \Delta I$): ```{r dIdE} Dex <- NLex[,c("MmTN_RNA_total_a","MmTN_RNA_total_b")] - NLex[,c("MmES_RNA_total_a","MmES_RNA_total_b")] Din <- NLin[,c("MmTN_RNA_total_a","MmTN_RNA_total_b")] - NLin[,c("MmES_RNA_total_a","MmES_RNA_total_b")] Dex.Din <- Dex - Din cor(Dex[quantGenes,1], Dex[quantGenes,2]) cor(Din[quantGenes,1], Din[quantGenes,2]) cor(Dex.Din[quantGenes,1], Dex.Din[quantGenes,2]) ``` Both exonic and intronic changes are correlated across replicates, and so are the differences, indicating a reproducible signal for post-transcriptional regulation. ## Statistical analysis Finally, we use the replicate measurement in the `r Biocpkg("edgeR")` framework to calculate the significance of the changes: ```{r sig} # create DGEList object with exonic and intronic counts library(edgeR) cnt <- data.frame(Ex = Rex, In = Rin) y <- DGEList(counts = cnt, genes = data.frame(ENTREZID = rownames(cnt))) # select quantifiable genes and normalize y <- y[quantGenes, ] y <- calcNormFactors(y) # design matrix with interaction term region <- factor(c("ex","ex","ex","ex","in","in","in","in"), levels = c("in", "ex")) cond <- rep(factor(c("ES","ES","TN","TN")), 2) design <- model.matrix(~ region * cond) rownames(design) <- colnames(cnt) design # estimate model parameters y <- estimateDisp(y, design) fit <- glmFit(y, design) # calculate likelihood-ratio between full and reduced models lrt <- glmLRT(fit) # create results table tt <- topTags(lrt, n = nrow(y), sort.by = "none") head(tt$table[order(tt$table$FDR, decreasing = FALSE), ]) ``` ## Visualize the results Finally, we visualize the results by plotting intronic changes versus exonic changes (genes with significant interactions, which are likely to be post-transcriptionally regulated, are color coded): ```{r plot} sig <- tt$table$FDR < 0.05 sum(sig) sig.dir <- sign(tt$table$logFC[sig]) cols <- ifelse(sig, ifelse(tt$table$logFC > 0, "#E41A1CFF", "#497AB3FF"), "#22222244") # volcano plot plot(tt$table$logFC, -log10(tt$table$FDR), col = cols, pch = 20, xlab = expression(paste("RNA change (log2 ",Delta,"exon/",Delta,"intron)")), ylab = "Significance (-log10 FDR)") abline(h = -log10(0.05), lty = 2) abline(v = 0, lty = 2) text(x = par("usr")[1] + 3 * par("cxy")[1], y = par("usr")[4], adj = c(0,1), labels = sprintf("n=%d", sum(sig.dir == -1)), col = "#497AB3FF") text(x = par("usr")[2] - 3 * par("cxy")[1], y = par("usr")[4], adj = c(1,1), labels = sprintf("n=%d", sum(sig.dir == 1)), col = "#E41A1CFF") # Delta I vs. Delta E plot(rowMeans(Din)[quantGenes], rowMeans(Dex)[quantGenes], pch = 20, col = cols, xlab = expression(paste(Delta,"intron (log2 TN/ES)")), ylab = expression(paste(Delta,"exon (log2 TN/ES)"))) legend(x = "bottomright", bty = "n", pch = 20, col = c("#E41A1CFF","#497AB3FF"), legend = sprintf("%s (%d)", c("Up","Down"), c(sum(sig.dir == 1), sum(sig.dir == -1)))) ``` # Session information The output in this vignette was produced under: ```{r sessionInfo} sessionInfo() ``` # References