# MAST Intro

Andrew McDavid and Greg Finak

#### 8/23/2017

# 1 Philosophy

MAST is an R/Bioconductor package for managing and analyzing qPCR and sequencing-based single-cell gene expression data, as well as data from other types of single-cell assays. Our goal is to support assays that have multiple features (genes, markers, etc) per well (cell, etc) in a flexible manner. Assays are assumed to be mostly complete in the sense that most wells contain measurements for all features.

## 1.1 Internals

A `SingleCellAssay` object can be manipulated as a matrix, with rows giving features and columns giving cells. It derives from http://bioconductor.org/packages/release/bioc/html/SingleCellExperiment.html.

## 1.2 Statistical Testing

Apart from reading and storing single-cell assay data, the package also provides functionality for significance testing of differential expression using a Hurdle model, gene set enrichment, facilities for visualizing patterns in residuals indicative of differential expression, and more.

There is also some facilities for inferring background thresholds, and filtering of individual outlier wells/libraries. These methods are described our papers, McDavid et al. (2014) , McDavid et al. (2013) , Finak et al. (2015) , McDavid, Finak, and Gottardo (2016) .

# 2 Examples

With the cursory background out of the way, we’ll proceed with some examples to help understand how the package is used.

## 2.1 Reading Data

Data can be imported in a Fluidigm instrument-specific format (the details of which are undocumented, and likely subject-to-change) or some derived, annotated format, or in “long” (melted) format, in which each row is a measurement, so if there are \(N\) wells and \(M\) cells, then the `data.frame` should contain \(N \times M\) rows.

For example, the following data set was provided in as a comma-separated value file. It has the cycle threshold (\(ct\)) recorded. Non-detected genes are recorded as NAs. For the Fluidigm/qPCR single cell expression functions to work as expected, we must use the expression threshold, defined as \(et = c_{\mbox{max}} - ct\), which is proportional to the log-expression.

Below, we load the package and the data, then compute the expression threshold from the \(ct\), and construct a `FluidigmAssay`.

    data(vbeta)
    colnames(vbeta)

    ##  [1] "Sample.ID"         "Subject.ID"        "Experiment.Number"
    ##  [4] "Chip.Number"       "Stim.Condition"    "Time"
    ##  [7] "Population"        "Number.of.Cells"   "Well"
    ## [10] "Gene"              "Ct"

    vbeta <- computeEtFromCt(vbeta)
    vbeta.fa <- FromFlatDF(vbeta, idvars=c("Subject.ID", "Chip.Number", "Well"),
                              primerid='Gene', measurement='Et', ncells='Number.of.Cells',
                              geneid="Gene",  cellvars=c('Number.of.Cells', 'Population'),
                              phenovars=c('Stim.Condition','Time'), id='vbeta all', class='FluidigmAssay')

    ## No dimnames in `exprsArray`, assuming `fData` and `cData` are sorted according to `exprsArray`

    ## Assuming data assay in position 1, with name Et is log-transformed.

    print(vbeta.fa)

    ## class: FluidigmAssay
    ## dim: 75 456
    ## metadata(0):
    ## assays(1): Et
    ## rownames(75): B3GAT1 BAX ... TNFRSF9 TNFSF10
    ## rowData names(2): Gene primerid
    ## colnames(456): Sub01 1 A01 Sub01 1 A02 ... Sub02 3 H10 Sub02 3 H11
    ## colData names(9): Number.of.Cells Population ... Time wellKey
    ## reducedDimNames(0):
    ## spikeNames(0):
    ## altExpNames(0):

We see that the variable `vbeta` is a `data.frame` from which we construct the `FluidigmAssay` object. The `idvars` is the set of column(s) in `vbeta` that uniquely identify a well (globally), the `primerid` is a column(s) that specify the feature measured at this well. The `measurement` gives the column name containing the log-expression measurement, `ncells` contains the number of cells (or other normalizing factor) for the well. `geneid`, `cellvars`, `phenovars` all specify additional columns to be included in the `rowData`, and `colData`. The output is a `FluidigmAssay` object with wells and features.

We can access the feature-level metadata and the cell-level metadata using the `rowData` and `colData` accessors.

    head(rowData(vbeta.fa),3)

    ## DataFrame with 3 rows and 2 columns
    ##               Gene    primerid
    ##        <character> <character>
    ## B3GAT1      B3GAT1      B3GAT1
    ## BAX            BAX         BAX
    ## BCL2          BCL2        BCL2

    head(colData(vbeta.fa),3)

    ## DataFrame with 3 rows and 9 columns
    ##             Number.of.Cells            Population    ncells Subject.ID
    ##                   <integer>           <character> <integer>   <factor>
    ## Sub01 1 A01               1 CD154+VbetaResponsive         1      Sub01
    ## Sub01 1 A02               1 CD154+VbetaResponsive         1      Sub01
    ## Sub01 1 A03               1 CD154+VbetaResponsive         1      Sub01
    ##             Chip.Number        Well Stim.Condition     Time     wellKey
    ##               <integer> <character>    <character> <factor> <character>
    ## Sub01 1 A01           1         A01      Stim(SEB)       12 Sub01 1 A01
    ## Sub01 1 A02           1         A02      Stim(SEB)       12 Sub01 1 A02
    ## Sub01 1 A03           1         A03      Stim(SEB)       12 Sub01 1 A03

We see this gives us the set of genes measured in the assay, or the cell-level metadata (i.e. the number of cells measured in the well, the population this cell belongs to, the subject it came from, the chip it was run on, the well id, the stimulation it was subjected to, and the timepoint for the experiment this cell was part of). The wellKey are concatenated idvars columns, helping to ensure consistency when splitting and merging SCA objects.

Data can also be imported in matrix format using command `FromMatrix`, and passing a matrix of expression values and `DataFrame` coercible cell and feature data.

It’s possible to subset SingleCellAssay objects by wells and features. Square brackets (“[”) will index on the first index (features) and by features on the second index (cells). Integer and boolean and indices may be used, as well as character vectors naming the wellKey or the feature (via the primerid). There is also a `subset` method, which will evaluate its argument in the frame of the `colData`, hence will subset by wells.

    sub1 <- vbeta.fa[,1:10]
    show(sub1)

    ## class: FluidigmAssay
    ## dim: 75 10
    ## metadata(0):
    ## assays(1): Et
    ## rownames(75): B3GAT1 BAX ... TNFRSF9 TNFSF10
    ## rowData names(2): Gene primerid
    ## colnames(10): Sub01 1 A01 Sub01 1 A02 ... Sub01 1 A09 Sub01 1 A10
    ## colData names(9): Number.of.Cells Population ... Time wellKey
    ## reducedDimNames(0):
    ## spikeNames(0):
    ## altExpNames(0):

    sub2 <- subset(vbeta.fa, Well=='A01')
    show(sub2)

    ## class: FluidigmAssay
    ## dim: 75 5
    ## metadata(0):
    ## assays(1): Et
    ## rownames(75): B3GAT1 BAX ... TNFRSF9 TNFSF10
    ## rowData names(2): Gene primerid
    ## colnames(5): Sub01 1 A01 Sub01 2 A01 Sub02 1 A01 Sub02 2 A01 Sub02 3
    ##   A01
    ## colData names(9): Number.of.Cells Population ... Time wellKey
    ## reducedDimNames(0):
    ## spikeNames(0):
    ## altExpNames(0):

    sub3 <- vbeta.fa[6:10, 1:10]
    show(sub3)

    ## class: FluidigmAssay
    ## dim: 5 10
    ## metadata(0):
    ## assays(1): Et
    ## rownames(5): CCL4 CCL5 CCR2 CCR4 CCR5
    ## rowData names(2): Gene primerid
    ## colnames(10): Sub01 1 A01 Sub01 1 A02 ... Sub01 1 A09 Sub01 1 A10
    ## colData names(9): Number.of.Cells Population ... Time wellKey
    ## reducedDimNames(0):
    ## spikeNames(0):
    ## altExpNames(0):

The colData and rowData `DataFrame`s are subset accordingly as well.

A SingleCellAssay may be split into a list of SingleCellAssay. The split method takes an argument which names the column (factor) on which to split the data. Each level of the factor will be placed in its own SingleCellAssay within the list.

    sp1 <- split(vbeta.fa, 'Subject.ID')
    show(sp1)

    ## $Sub01
    ## class: FluidigmAssay
    ## dim: 75 177
    ## metadata(0):
    ## assays(1): Et
    ## rownames(75): B3GAT1 BAX ... TNFRSF9 TNFSF10
    ## rowData names(2): Gene primerid
    ## colnames(177): Sub01 1 A01 Sub01 1 A02 ... Sub01 2 H09 Sub01 2 H10
    ## colData names(9): Number.of.Cells Population ... Time wellKey
    ## reducedDimNames(0):
    ## spikeNames(0):
    ## altExpNames(0):
    ##
    ## $Sub02
    ## class: FluidigmAssay
    ## dim: 75 279
    ## metadata(0):
    ## assays(1): Et
    ## rownames(75): B3GAT1 BAX ... TNFRSF9 TNFSF10
    ## rowData names(2): Gene primerid
    ## colnames(279): Sub02 1 A01 Sub02 1 A02 ... Sub02 3 H10 Sub02 3 H11
    ## colData names(9): Number.of.Cells Population ... Time wellKey
    ## reducedDimNames(0):
    ## spikeNames(0):
    ## altExpNames(0):

The splitting variable can either be a character vector naming column(s) of the SingleCellAssay, or may be a `factor` or `list` of `factor`s.

It’s possible to combine SingleCellAssay objects with the `cbind` method.

    ## class: FluidigmAssay
    ## dim: 75 456
    ## metadata(0):
    ## assays(1): Et
    ## rownames(75): B3GAT1 BAX ... TNFRSF9 TNFSF10
    ## rowData names(2): Gene primerid
    ## colnames(456): Sub01 1 A01 Sub01 1 A02 ... Sub02 3 H10 Sub02 3 H11
    ## colData names(9): Number.of.Cells Population ... Time wellKey
    ## reducedDimNames(0):
    ## spikeNames(0):
    ## altExpNames(0):

## 2.2 Filtering

We can filter and perform some significance tests on the SingleCellAssay. We may want to filter any wells with at least two outlier cells where the discrete and continuous parts of the signal are at least 9 standard deviations from the mean. This is a very conservative filtering criteria. We’ll group the filtering by the number of cells.

We’ll split the assay by the number of cells and look at the concordance plot after filtering.

    vbeta.split<-split(vbeta.fa,"Number.of.Cells")
    #see default parameters for plotSCAConcordance
    plotSCAConcordance(vbeta.split[[1]],vbeta.split[[2]],
                       filterCriteria=list(nOutlier = 1, sigmaContinuous = 9,
                           sigmaProportion = 9))

    ## Using primerid as id variables
    ## Using primerid as id variables
    ## Using primerid as id variables
    ## Using primerid as id variables

    ## Sum of Squares before Filtering: 14.89
    ##  After filtering: 12.41
    ##  Difference: 2.48

The filtering function has several other options, including whether the filter shuld be applied (thus returning a new SingleCellAssay object) or returned as a matrix of boolean values.

    vbeta.fa

    ## class: FluidigmAssay
    ## dim: 75 456
    ## metadata(0):
    ## assays(1): Et
    ## rownames(75): B3GAT1 BAX ... TNFRSF9 TNFSF10
    ## rowData names(2): Gene primerid
    ## colnames(456): Sub01 1 A01 Sub01 1 A02 ... Sub02 3 H10 Sub02 3 H11
    ## colData names(9): Number.of.Cells Population ... Time wellKey
    ## reducedDimNames(0):
    ## spikeNames(0):
    ## altExpNames(0):

    ## Split by 'ncells', apply to each component, then recombine
    vbeta.filtered <- mast_filter(vbeta.fa, groups='ncells')
    ## Returned as boolean matrix
    was.filtered <- mast_filter(vbeta.fa, apply_filter=FALSE)
    ## Wells filtered for being discrete outliers
    head(subset(was.filtered, pctout))

    ##             intout null pctout
    ## Sub01 1 D05  FALSE TRUE   TRUE
    ## Sub01 1 D06  FALSE TRUE   TRUE
    ## Sub01 1 D07  FALSE TRUE   TRUE
    ## Sub01 1 D08  FALSE TRUE   TRUE
    ## Sub01 1 D10  FALSE TRUE   TRUE
    ## Sub01 1 D11  FALSE TRUE   TRUE

There’s also some functionality for visualizing the filtering.

    burdenOfFiltering(vbeta.fa, 'ncells', byGroup=TRUE)

# 3 Significance testing under the Hurdle model

There are two frameworks available in the package. The first framework `zlm` offers a full linear model to allow arbitrary comparisons and adjustment for covariates. The second framework `LRT` can be considered essentially performing t-tests (respecting the discrete/continuous nature of the data) between pairs of groups. `LRT` is subsumed by the first framework, but might be simpler for some users, so has been kept in the package.

We’ll describe `zlm`. Models are specified in terms of the variable used as the measure and covariates present in the `colData` using symbolic notation, just as the `lm` function in R.

    vbeta.1 <- subset(vbeta.fa, ncells==1)
    ## Consider the first 20 genes
    vbeta.1 <- vbeta.1[1:20,]
    head(colData(vbeta.1))

    ## DataFrame with 6 rows and 9 columns
    ##             Number.of.Cells            Population    ncells Subject.ID
    ##                   <integer>           <character> <integer>   <factor>
    ## Sub01 1 A01               1 CD154+VbetaResponsive         1      Sub01
    ## Sub01 1 A02               1 CD154+VbetaResponsive         1      Sub01
    ## Sub01 1 A03               1 CD154+VbetaResponsive         1      Sub01
    ## Sub01 1 A04               1 CD154+VbetaResponsive         1      Sub01
    ## Sub01 1 A05               1 CD154+VbetaResponsive         1      Sub01
    ## Sub01 1 A06               1 CD154+VbetaResponsive         1      Sub01
    ##             Chip.Number        Well Stim.Condition     Time     wellKey
    ##               <integer> <character>    <character> <factor> <character>
    ## Sub01 1 A01           1         A01      Stim(SEB)       12 Sub01 1 A01
    ## Sub01 1 A02           1         A02      Stim(SEB)       12 Sub01 1 A02
    ## Sub01 1 A03           1         A03      Stim(SEB)       12 Sub01 1 A03
    ## Sub01 1 A04           1         A04      Stim(SEB)       12 Sub01 1 A04
    ## Sub01 1 A05           1         A05      Stim(SEB)       12 Sub01 1 A05
    ## Sub01 1 A06           1         A06      Stim(SEB)       12 Sub01 1 A06

Now, for each gene, we can regress on `Et` the factors `Population` and `Subject.ID`.

In each gene, we’ll fit a Hurdle model with a separate intercept for each population and subject. A an S4 object of class “ZlmFit” is returned, containing slots with the genewise coefficients, variance-covariance matrices, etc.

    library(ggplot2)
    zlm.output <- zlm(~ Population + Subject.ID, vbeta.1,)
    show(zlm.output)

    ## Fitted zlm on 20 genes and 413 cells.
    ##  Using BayesGLMlike ~ Population + Subject.ID

    ## returns a data.table with a summary of the fit
    coefAndCI <- summary(zlm.output, logFC=FALSE)$datatable
    coefAndCI <- coefAndCI[contrast != '(Intercept)',]
    coefAndCI[,contrast:=abbreviate(contrast)]
    ggplot(coefAndCI, aes(x=contrast, y=coef, ymin=ci.lo, ymax=ci.hi, col=component))+
        geom_pointrange(position=position_dodge(width=.5)) +facet_wrap(~primerid) +
        theme(axis.text.x=element_text(angle=45, hjust=1)) + coord_cartesian(ylim=c(-3, 3))

Try `?ZlmFit-class` or `showMethods(classes='ZlmFit')` to see a full list of methods. Multicore support is offered by setting `options(mc.cores=4)`, or however many cores your system has.

The combined test for differences in proportion expression/average expression is found by calling a likelihood ratio test on the fitted object. An array of genes, metrics and test types is returned. We’ll plot the -log10 P values by gene and test type.

    zlm.lr <- lrTest(zlm.output, 'Population')

    ## Refitting on reduced model...

    ##
    ## Done!

    dimnames(zlm.lr)

    ## $primerid
    ##  [1] "B3GAT1" "BAX"    "BCL2"   "CCL2"   "CCL3"   "CCL4"   "CCL5"   "CCR2"
    ##  [9] "CCR4"   "CCR5"   "CCR7"   "CD109"  "CD27"   "CD28"   "CD38"   "CD3d"
    ## [17] "CD3g"   "CD4"    "CD40LG" "CD45"
    ##
    ## $test.type
    ## [1] "cont"   "disc"   "hurdle"
    ##
    ## $metric
    ## [1] "lambda"     "df"         "Pr(>Chisq)"

    pvalue <- ggplot(melt(zlm.lr[,,'Pr(>Chisq)']), aes(x=primerid, y=-log10(value)))+
        geom_bar(stat='identity')+facet_wrap(~test.type) + coord_flip()

    ## Warning in melt(zlm.lr[, , "Pr(>Chisq)"]): The melt generic in data.table has
    ## been passed a matrix and will attempt to redirect to the relevant reshape2
    ## method; please note that reshape2 is deprecated, and this redirection is now
    ## deprecated as well. To continue using melt methods from reshape2 while both
    ## libraries are attached, e.g. melt.list, you can prepend the namespace like
    ## reshape2::melt(zlm.lr[, , "Pr(>Chisq)"]). In the next version, this warning
    ## will become an error.

    print(pvalue)

In fact, the `zlm` framework is quite general, and has wrappers for a variety of modeling functions that accept `glm`-like arguments to be used, such as mixed models (using `lme4`).

    library(lme4)
    lmer.output <- zlm(~ Stim.Condition +(1|Subject.ID), vbeta.1, method='glmer', ebayes=FALSE)

By default, we employ Bayesian logistic regression, which imposes a Cauchy prior of the regression coefficients, for the discrete component. This provides reasonable inference under linear separation. We default to regular least squares for the continuous component with an empirical Bayes’ adjustment for the dispersion (variance) estimate. However, the prior can be adjusted (see `defaultPrior`) or eliminated entirely by setting `method='glm'` in `zlm`. It is also possible to use Bayesian linear regression for the continuous component by setting `useContinuousBayes=TRUE` in `zlm`. For example:

     orig_results <- zlm(~Stim.Condition, vbeta.1)
     dp <- defaultPrior('Stim.ConditionUnstim')
     new_results <-  zlm(~Stim.Condition, vbeta.1, useContinuousBayes=TRUE,coefPrior=dp)
     qplot(x=coef(orig_results, 'C')[, 'Stim.ConditionUnstim'],
           y=coef(new_results, 'C')[, 'Stim.ConditionUnstim'],
           color=coef(new_results, 'D')[,'(Intercept)']) +
         xlab('Default prior') + ylab('Informative Prior') +
         geom_abline(slope=1, lty=2) + scale_color_continuous('Baseline\nlog odds\nof expression')

After applying a prior to the continuous component, its estimates are shrunken towards zero, with the amount of shrinkage inversely depending on the number of expressing cells in the gene.

## 3.1 Two-sample Likelihood Ratio Test

Another way to test for differential expression is available through the `LRT` function, which is analogous to two-sample T tests.

    two.sample <- LRT(vbeta.1, 'Population', referent='CD154+VbetaResponsive')

    ## Warning in dcast(rename(retme, c(metric = "variable")), formula = ... ~ :
    ## The dcast generic in data.table has been passed a data.frame and will attempt
    ## to redirect to the reshape2::dcast; please note that reshape2 is deprecated,
    ## and this redirection is now deprecated as well. Please do this redirection
    ## yourself like reshape2::dcast(rename(retme, c(metric = "variable"))). In the
    ## next version, this warning will become an error.

    head(two.sample)

    ##                Population test.type primerid     lrstat direction    p.value
    ## 1 CD154+VbetaUnresponsive      comb   B3GAT1  1.6054216        -1 0.44811256
    ## 2 CD154+VbetaUnresponsive      comb      BAX  0.3889518        -1 0.82326600
    ## 3 CD154+VbetaUnresponsive      comb     BCL2 10.6098463        -1 0.00496708
    ## 4 CD154+VbetaUnresponsive      comb     CCL2  0.7687432        -1 0.68087836
    ## 5 CD154+VbetaUnresponsive      comb     CCL3  1.9129480         1 0.38424535
    ## 6 CD154+VbetaUnresponsive      comb     CCL4  0.1862808         1 0.91106559

Here we compare each population (CD154-VbetaResponsive, CD154-VbetaUnresponsive CD154+VbetaUnresponsive, VbetaResponsive, VbetaUnresponsive) to the CD154+VbetaResponsive population. The `Population` column shows which population is being compared, while `test.type` is `comb` for the combined normal theory/binomial test. Column `primerid` gives the gene being tested, `direction` shows if the comparison group mean is greater (1) or less (-1) than the referent group, and `lrtstat` and `p.value` give the test statistic and \(\chi^2\) p-value (two degrees of freedom). Other options are whether additional information about the tests are returned (`returnall=TRUE`) and if the testing should be stratified by a character vector naming columns in `colData` containing grouping variables (`groups`).

These tests have been subsumed by `zlm` but remain in the package for user convenience.

# 4 Use with single cell RNA-sequencing data

In RNA-sequencing data is essentially no different than qPCR-based single cell gene expression, once it has been aligned and mapped, if one is willing to reduce the experiment to counts or count-like data for a fixed set of genes/features.
We assume that suitable tools (eg, RSEM, Kallisto or TopHat) have been applied to do this.

An example of this use is provided in a vignette. Type `vignette('MAITAnalysis')` to view.

### 4.0.1 A Comment on Implementation Details

Here we provide some background on the implementation of the package.

We derive from `SingleCellExperiment`, which is provides an array-like object to store tabular data that might have multiple derived representations. On construction of a `SingleCellAssay` object with `FromFlatDF`, the package tests for completeness, and will fill in the missing data (with NA) if it is not. The `FromMatrix` and `SceToSingleCellAssay` constructors do not do anything special for missing values, though these are not typically expected in scRNAseq data.

# References

Finak, Greg, Andrew McDavid, Masanao Yajima, Jingyuan Deng, Vivian Gersuk, Alex K Shalek, Chloe K Slichter, et al. 2015. “MAST: A Flexible Statistical Framework for Assessing Transcriptional Changes and Characterizing Heterogeneity in Single-Cell RNA Sequencing Data.” Genome Biol. 16 (1):1–13.

McDavid, Andrew, Lucas Dennis, Patrick Danaher, Greg Finak, Michael Krouse, Alice Wang, Philippa Webster, Joseph Beechem, and Raphael Gottardo. 2014. “Modeling Bi-Modality Improves Characterization of Cell Cycle on Gene Expression in Single Cells.” Edited by Sheng Zhong. PLoS Comput. Biol. 10 (7). Public Library of Science:e1003696.

McDavid, Andrew, Greg Finak, Pratip K Chattopadyay, Maria Dominguez, Laurie Lamoreaux, Steven S Ma, Mario Roederer, and Raphael Gottardo. 2013. “Data Exploration, Quality Control and Testing in Single-Cell qPCR-based Gene Expression Experiments.” Bioinformatics 29 (4). Oxford Univ Press:461–67.

McDavid, Andrew, Greg Finak, and Raphael Gottardo. 2016. “The Contribution of Cell Cycle to Heterogeneity in Single-Cell RNA-seq Data.” Nat. Biotechnol. 34 (6). Nature Publishing Group:591–93.