---
title: "_Cardinal 2_: User guide for mass spectrometry imaging analysis"
author: "Kylie Ariel Bemis"
date: "Revised: April 21, 2020"
output:
  BiocStyle::html_document:
  toc: true
vignette: >
  %\VignetteIndexEntry{1. Cardinal 2: User guide for mass spectrometry imaging analysis}
  %\VignetteEngine{knitr::rmarkdown}
  %\VignetteEncoding{UTF-8}
---

```{r style, echo=FALSE, results='asis'}
BiocStyle::markdown()
```

```{r setup, echo=FALSE, message=FALSE}
library(Cardinal)
setCardinalBPPARAM(SerialParam())
setCardinalVerbose(FALSE)
RNGkind("Mersenne-Twister")
```

# Introduction 


*Cardinal 2* provides new classes and methods for the manipulation, transformation, visualization, and analysis of imaging experiments--specifically mass spectrometry (MS) imaging experiments.

MS imaging is a rapidly advancing field with consistent improvements in instrumentation for both MALDI and DESI imaging experiments. Both mass resolution and spatial resolution are steadily increasing, and MS imaging experiments grow increasingly complex.

The first version of *Cardinal* was written with certain assumptions about MS imaging data that are no longer true. For example, the basic assumption that the raw spectra can be fully loaded into memory is unreasonable for many MS imaging experiments today.

*Cardinal 2* was re-written from the ground up to handle the evolving needs of high-resolution MS imaging experiments. Some advancements include:

- New imaging experiment classes such as `ImagingExperiment`, `SparseImagingExperiment`, and `MSImagingExperiment` provide better support for out-of-memory datasets and a more flexible representation of complex experiments

- New imaging metadata classes such as `PositionDataFrame` and `MassDataFrame` make it easier to manipulate experimental runs, pixel coordinates, and *m/z*-values by storing them as separate slots rather than ordinary columns

- New `plot()` and `image()` visualization methods that can handle non-gridded pixel coordinates and allow assigning the resulting plot (and data) to a variable for later re-plotting

- Support for writing imzML in addition to reading it; more options and support for importing out-of-memory imzML for both *"continuous"* and *"processed"* formats

- Data manipulation and summarization verbs such as `subset()`, `aggregate()`, and `summarizeFeatures()`, etc. for easier subsetting and summarization of imaging datasets

- Delayed pre-processing via a new `process()` method that allows queueing of delayed pre-processing methods such as `normalize()` and `peakPick()` for later execution

- Parallel processing support via the *BiocParallel* package for all pre-processing methods and any statistical analysis methods with a `BPPARAM` option

Classes from older versions of Cardinal should be coerced to their *Cardinal 2* equivalents. For example, to return an updated `MSImageSet` object called `x`, use `as(x, "MSImagingExperiment")`.



# Installation

*Cardinal* can be installed via the *BiocManager* package.

```{r install, eval=FALSE}
install.packages("BiocManager")
BiocManager::install("Cardinal")
```

The same function can be used to update *Cardinal* and other Bioconductor packages.

Once installed, *Cardinal* can be loaded with `library()`:

```{r library, eval=FALSE}
library(Cardinal)
```






# Components of an `MSImagingExperiment`

In *Cardinal*, imaging experiment datasets are composed of multiple sets of metadata, in addition to the actual experimental data. These are (1) pixel metadata, (2) feature ($m/z$) metadata, (3) the actual imaging data, and (4) a class that holds all of these and represents the experiment as a whole.

`MSImagingExperiment` is a matrix-like container for complete MS imaging experiments, where the "rows" represent the mass features, and the columns represent the pixels. An `MSImagingExperiment` object contains the following components:

- `pixelData()` accesses the pixel information, stored in a `PositionDataFrame`

- `featureData()` accesses the feature information, stored in `MassDataFrame`

- `imageData()` accesses the spectral information, stored in a `ImageArrayList`

Unlike many software packages designed for analysis of MS imaging experiments, *Cardinal* is designed to work with multiple datasets simultaneously and can integrate all aspects of experimental design and metadata.

## Example data

We will use `simulateImage()` to prepare an example dataset.

```{r example-data}
set.seed(2020)
mse <- simulateImage(preset=1, npeaks=10, nruns=2, baseline=1)
mse
```

## Pixel metadata with `PositionDataFrame`

The `pixelData()` accessor extracts the pixel information for an `MSImagingExperiment`. The pixel data are stored in a `PositionDataFrame` object, which is a type of data frame that separately tracks pixel coordinates and experimental run information.

```{r pixel-data}
pixelData(mse)
```

The `coord()` accessor specifically extracts the data frame of pixel coordinates.

```{r coord-access}
coord(mse)
```

The `run()` accessor specifically extracts the vector of experimental runs.

```{r run-access}
run(mse)[1:10]
```

## Feature metadata with `MassDataFrame`

The `featureData()` accessor extracts the feature information for an `MSImagingExperiment`. The feature data are stored in a `MassDataFrame` object, which is a type of data frame that separately tracks the *m/z*-values associated with the mass spectral features.

```{r feature-data}
featureData(mse)
```

The `mz()` accessor specifically extracts the vector of *m/z*-values.

```{r mz-access}
mz(mse)[1:10]
```

## Accessing spectra and image data

The `imageData()` accessor extracts the image data for an `MSImagingExperiment`. The data are stored in an `ImageArrayList`, which is a list of matrix-like objects.

It is possible to store multiple matrices of intensities in this list. Typically, only the first entry will be used by pre-processing and analysis methods.

```{r image-data}
imageData(mse)
```

Entries in this list can be extracted by name with `iData()`.

```{r image-data-extract, eval=FALSE}
iData(mse, "intensity")
```

The `spectra()` accessor is a shortcut for accessing the first data matrix.

```{r spectra-access}
spectra(mse)[1:5, 1:5]
```

Rows of these matrices correspond to mass features. Columns correspond to pixels. In other words, each column is a mass spectrum, and each row is a flattened vector of images.

## Specialized classes

In order to specialize to the needs of different datasets, *Cardinal* provides specialized versions of `MSImagingExperiment` that reflect different spectra storage strategies.

### "Continuous" MS imaging experiments

`MSContinuousImagingExperiment` is a specialization that enforces the data matrices be stored as dense, column-major matrices. These include R's native `matrix` and `matter_matc` objects from the *matter* package.

```{r msi-continuous}
mse
imageData(mse)
```

### "Processed" MS imaging experiments

`MSProcessedImagingExperiment` is a specialization that enforces the data matrices be stored as sparse, column-major matrices. These include `sparse_matc` objects from the *matter* package. This specialization is useful for processed data.

```{r msi-processed}
set.seed(2020)
mse2 <- simulateImage(preset=3, npeaks=10, nruns=2)
mse3 <- as(mse2, "MSProcessedImagingExperiment")
mse3
imageData(mse3)
```

Because the data is stored sparsely, spectra from `MSProcessedImagingExperiment` objects are binned on-the-fly to the *m/z*-values specified by `mz()`.

The resolution of the binning can be accessed by `resolution()`.

```{r resolution-access}
resolution(mse3)
```

The resolution can be set to change how the binning is performed.

```{r resolution-update-1}
resolution(mse3) <- c(ppm=400)
```

Changing the binned mass resolution will typically change the effective dimensions of the experiment.

```{r resolution-update-2}
dim(mse2)
dim(mse3)
```

The effective *m/z*-values are also updated to reflect the new bins.

```{r resolution-update-3}
mz(mse2)[1:10]
mz(mse3)[1:10]
```

Note that the underlying data will remain unchanged, but the binned values for the intensities will be different.







# Data import and export

*Cardinal 2* natively supports reading and writing imzML (both "continuous" and "processed" versions) and Analyze 7.5 formats via the `readMSIData()` and `writeMSIData()` functions.

We will focus on imzML.

The imzML format is an open standard designed specifically for interchange of mass spectrometry imaging datasets. Many other formats can be converted to imzML with the help of free applications available online at [](http://www.imzml.org).

Let's create a small image to demonstrate data import/export.

```{r tiny-1}
set.seed(2020)
tiny <- simulateImage(preset=1, from=500, to=600, dim=c(3,3))
tiny
```

We'll also create a "processed" version for writing "processed" imzML.

```{r tiny-2}
tiny2 <- as(tiny, "MSProcessedImagingExperiment")
tiny2
```

Note that despite the name, the only difference between "continuous" and "processed" imzML is how the data are stored, rather than what processing has been applied to the data. "Continuous" imzML stores spectra densely, with each spectrum sharing the same *m/z*-values. "Processed" imzML stores spectra sparsely, and each spectrum can have its own distinct *m/z*-values.

## Writing imzML

Use `writeMSIData()` to write datasets to imzML and Analyze formats.

### Writing "continuous" imzML

Internally, `writeMSIData()` will call either `writeImzML()` or `writeAnalyze()` depending on the value of `outformat`. The default is `outformat="imzML"`.

```{r writeMSIData-continous}
path <- tempfile()
writeMSIData(tiny, file=path, outformat="imzML")
```

Two files are produced with extensions ".imzML" and ".ibd". The former contains an XML description of the dataset, and the latter contains the actual intensity data.

```{r writeMSIData-showfiles, echo=FALSE}
grep(basename(path), list.files(dirname(path)), value=TRUE)
```

Because `tiny` is a `MSContinuousImagingExperiment`, it is written as "continuous" imzML.

```{r writeMSIData-show-continuous-tag}
mzml <- readLines(paste0(path, ".imzML"))
grep("continuous", mzml, value=TRUE)
```

### Writing "processed" imzML

We can also write "processed" imzML if we export a `MSProcessedImagingExperiment` file.

```{r writeMSIData-processed}
path2 <- tempfile()
writeMSIData(tiny2, file=path2, outformat="imzML")
```

```{r writeMSIData-show-processed-tag}
mzml2 <- readLines(paste0(path2, ".imzML"))
grep("processed", mzml2, value=TRUE)
```

### Writing datasets with multiple runs

If an experiment contains multiple runs, then each run will be written to a separate imzML file.

```{r tiny-3}
set.seed(2020)
tiny3 <- simulateImage(preset=1, from=500, to=600, dim=c(3,3), nruns=2)
runNames(tiny3)
```

```{r writeMSIData-multiple-runs}
path3 <- tempfile()
writeMSIData(tiny3, file=path3, outformat="imzML")
```

```{r writeMSIData-multiple-runs-showfiles, echo=FALSE}
grep(basename(path3), list.files(dirname(path3)), value=TRUE)
```

## Reading imzML

Use `readMSIData()` to read datasets in imzML or Analyze formats.

### Reading "continuous" imzML

Internally, `readMSIData()` will guess the format based on the file extension (which must be included) and call either `readImzML()` or `readAnalyze()`.

```{r readMSIData-continuos}
path_in <- paste0(path, ".imzML")
tiny_in <- readMSIData(path_in, attach.only=TRUE)
tiny_in
```

The `attach.only` argument is used to specify that the intensity data should not be loaded into memory, but instead attached as a file-based matrix using the *matter* package.

Starting in *Cardinal 2*, the default is `attach.only=TRUE`. This is more memory-efficient, but some methods may be more time-consuming due to the file I/O.

```{r readMSIData-spectra}
imageData(tiny_in)
spectra(tiny_in)
```

An out-of-memory *matter* matrix can be subsetted like an ordinary R matrix. The data values are only read from file and loaded into memory when they are requested (via subsetting).

```{r readMSIData-spectra-2}
spectra(tiny_in)[1:5, 1:5]
```

If loading the data fully into memory is desired, either set `attach.only=FALSE` when reading the data, or use `as.matrix()` on the intensity matrix.

```{r readMSIData-as-matrix}
spectra(tiny_in) <- as.matrix(spectra(tiny_in))
imageData(tiny_in)
```

Using `collect()` on the `MSImagingExperiment` will also load all data into memory.

```{r readMSIData-collect, eval=FALSE}
tiny_in <- collect(tiny_in)
```

### Reading "processed" imzML

For "processed" imzML files, the spectra must be binned to common *m/z*-values. By default, `readImzML()` will detect the mass range from the data. This requires reading a large proportion of data from the file, even if `attach.only=TRUE`.

```{r readMSIData-processed}
path2_in <- paste0(path2, ".imzML")
tiny2_in <- readMSIData(path2_in)
tiny2_in
```

If known, it can be much more efficient to specify `mass.range` when importing "processed" imzML data. This can also be used to pre-filter the data to a smaller mass range.

The size of the *m/z* bins can be changed with the `resolution` argument.

```{r readMSIData-processed-2}
tiny2_in <- readMSIData(path2_in, mass.range=c(510,590),
						resolution=100, units="ppm")
tiny2_in
```

The resolution for the *m/z* bins can be changed after importing the data by setting the `resolution()` of the dataset.

```{r readMSIData-processed-resolution}
resolution(tiny2_in) <- c(ppm=400)
```

## Building from scratch

While importing formats besides imzML and Analyze are not explicitly supported by *Cardinal*, if the data can be read into R, it is easy to construct a `MSImagingExperiment` object from its components.

```{r other-data}
set.seed(2020)
s <- simulateSpectrum(n=9, peaks=10, from=500, to=600)

coord <- expand.grid(x=1:3, y=1:3)
run <- factor(rep("run0", nrow(coord)))

fdata <- MassDataFrame(mz=s$mz)
pdata <- PositionDataFrame(run=run, coord=coord)

out <- MSImagingExperiment(imageData=s$intensity,
							featureData=fdata,
							pixelData=pdata)
out
```

For loading data into R, `read.csv()` and `read.table()` can be used to read CSV and tab-delimited text files, respectively.

Likewise, `write.csv()` and `write.table()` can be used to write pixel metadata and feature metadata after coercing them to an ordinary R `data.frame` with `as.data.frame()`.

Use `saveRDS()` and `readRDS()` to save and read and entire R object such as a `MSImagingExperiment`. Note that if intensity data is to be saved as well, it should be pulled into memory and coerced to an R matrix with `as.matrix()` first.






# Visualization

Visualization of mass spectra and molecular ion images is vital for exploratory analysis of MS imaging experiments. *Cardinal* provides a `plot()` method for plotting mass spectra and an `image()` method for plotting ion images.

*Cardinal 2* provides some useful visualization updates compared to previous versions:

- A new default color scale (viridis) for images that doesn't use the flawed rainbow color scheme

- Non-gridded pixel coordinates are allowed, and plotting of non-rastered image data is better supported

- The new `plot()` and `image()` methods return values that can be assigned to a variable for later re-plotting

## Visualizing mass spectra with `plot()`

Use `plot()` to plot mass spectra. Either `pixel` or `coord` can be specified to determine which mass spectra should be plotted.

```{r plot-pixel, fig.height=3, fig.width=9}
plot(mse, pixel=c(211, 611))
```

The `plusminus` argument can be used to specify that multiple spectra should be averaged and plotted together.

```{r plot-coord, fig.height=3, fig.width=9}
plot(mse, coord=list(x=10, y=10), plusminus=1, fun=mean)
```

A formula can be specified to further customize mass spectra plotting. The LHS of the formula should specify one or more elements of `imageData()` and the RHS of the formula should be a variable in `featureData()`.

```{r plot-formula, fig.height=3, fig.width=9}
plot(mse, intensity + I(-log1p(intensity)) ~ mz, pixel=211, superpose=TRUE)
```

## Visualizing images with `image()`

Use `image()` to plot ion images. Either `feature` or `mz` can be specified to determine which mass features should be plotted.

```{r image-mz, fig.height=4, fig.width=9}
image(mse, mz=1200)
```

The `plusminus` argument can be used to specify that multiple mass features should be averaged and plotted together.

```{r image-plusminus, fig.height=4, fig.width=9}
image(mse, mz=1227, plusminus=0.5, fun=mean)
```

By default, images from all experimental runs are plotted. If this is not desired, a `subset` can be specified instead.

```{r image-run, fig.height=4, fig.width=5}
image(mse, mz=1227, subset=run(mse) == "run0")
```

```{r image-subset, fig.height=8, fig.width=9}
image(mse, mz=c(1200, 1227), subset=circle)
```

Multiplicative variance in spectral intensities can cause images to be noisy and dark due to hot spots.

Often, images may require some type of processing and enhancement to improve interpretation.

```{r image-smooth, fig.height=4, fig.width=9}
image(mse, mz=1200, smooth.image="gaussian")
```

```{r image-contrast, fig.height=4, fig.width=9}
image(mse, mz=1200, contrast.enhance="histogram")
```

The default `viridis` colorscale is chosen to enable ease of interpretation. However, other colorscales can be chosen. All colorscales from the `viridisLite` package are available in *Cardinal*, including `cividis`, `magma`, `inferno`, and `plasma`.

The `magma` colorscale is used below with a different dataset.

```{r image-colorscale, fig.height=4, fig.width=9}
image(mse2, mz=1136, colorscale=magma)
```
*Cardinal* will try to choose an appropriate layout for the images. However, a user-defined one can be specified by `layout`. Use `layout=NULL` to use the current plotting device as-is.

```{r image-layout, fig.height=2, fig.width=9}
image(mse2, mz=c(781, 1361), layout=c(1,4), colorscale=magma)
```
Multiple images can be superposed with `superpose=TRUE`. Use `normalize.image="linear"` to normalize all images to the same intensity range.

```{r image-superpose, fig.height=4, fig.width=9}
image(mse2, mz=c(781, 1361), superpose=TRUE, normalize.image="linear")
```

Like `plot()`, a formula can be specified. The LHS should specify one or more elements of `imageData()` and the RHS should specify two to three variables from `pixelData()`.

```{r image-formula, fig.height=4, fig.width=9}
image(mse2, log1p(intensity) ~ x * y, mz=1136, colorscale=magma)
```

## Visualizing 3D imaging experiments

3D imaging datasets can be plotted with `image3D()`.

```{r image3d}
set.seed(1)
mse3d <- simulateImage(preset=9, nruns=7, dim=c(7,7), npeaks=10,
						peakheight=c(2,4), representation="centroid")

image3D(mse3d, mz=c(1001, 1159), colorscale=plasma, cex=3, theta=30, phi=30)
```

Any dataset with 3 or more spatial coordinates (columns in `coord()`), can be plotted in 3D.


## Region-of-interest selection

Use `selectROI()` to select regions-of-interest on an ion image. It is important to specify a subset so that selection is only made on a single experimental run, otherwise results may be unexpected. The form of `selectROI()` is the same as `image()`.

```{r select-ROI, eval=FALSE}
sampleA <- selectROI(mse, mz=1200, subset=run(mse) == "run0")
sampleB <- selectROI(mse, mz=1200, subset=run(mse) == "run1")
```
`selectROI()` returns a logical vector specifying which pixels from the imaging experiment are contained in the selected region.

`makeFactor()` can then be used to combine multiple logical vectors (e.g., from `selectROI()`) into a single factor.

```{r makeFactor, eval=FALSE}
regions <- makeFactor(A=sampleA, B=sampleB)
```

## Saving plots and images

Plots and images can be saved to a file by using R's built-in graphics devices.

Use `pdf()` to initialize a PDF graphics device, create the plot, and then use `dev.off()` to turn off the graphics device.

Any plots printed while the graphics device is active will be saved to the specified file(s).


```{r pdf, eval=FALSE}
pdf_file <- paste0(tempfile(), ".pdf")

pdf(file=pdf_file, width=9, height=4)
image(mse, mz=1200)
dev.off()
```

Graphics devices for `png()`, `jpeg()`, `bmp()`, and `tiff()` are also available. See their documentation for usage.


## Dark themes

While many software for MS imaging data use a light-on-dark theme, *Cardinal* uses a transparent background by default. However, a dark theme is also provided through `darkmode()`.

```{r dark-mode-1, fig.height=4, fig.width=9}
darkmode()
image(mse, mz=1200)
```

```{r dark-mode-2, fig.height=4, fig.width=9}
darkmode()
image(mse2, mz=1135, colorscale=magma)
```
Any future plots will use the new mode. The default mode can be restored with `lightmode()`.

```{r light-mode}
lightmode()
```


## A note on plotting speed

While plotting spectra should typically be fast for most datasets regardless of data format, plotting images will typically be slower for out-of-memory (file-based) datasets and for `MSProcessedImagingExperiment` objects in general.

This is due to the way the spectra are stored in imzML and Analyze files, and the way sparse spectra are stored (regardless of location). Calculating and decompressing the images simply takes longer than reading the spectra.

For the fastest visualization of images, experiments should be coerced to an in-memory `MSContinuousImagingExperiment`.

Also note that all *Cardinal 2* visualizations produce a `print()`-able object that can be assigned to a variable and `print()`-ed later without the need to read the data again.

```{r print, eval=FALSE}
g <- image(mse, mz=1200)
print(g)
```
This is useful for re-creating or updating plots without accessing the data again.



# Common operations on `MSImagingExperiment`

## Subsetting

`MSImagingExperiment` are matrix-like objects that can be subsetted using the `[` operator.

When subsetting, the "rows" are the mass features, and the "columns" are the pixels.

```{r subset-1}
# subset first 10 mass features and first 5 pixels
mse[1:10, 1:5]
```

Subsetting the dataset this way requires knowing the desired row and column indices.

`features()` returns row indices based on specified feature metadata.

```{r features}
# get row index corresponding to m/z 1200
features(mse, mz=1200)

# get row indices corresponding to m/z 1199 - 1201
features(mse, 1199 < mz & mz < 1201)
```

`pixels()` returns column indices based on specified pixel metadata.

```{r pixels}
# get column indices corresponding to x = 10, y = 10 in all runs
pixels(mse, coord=list(x=10, y=10))

# get column indices corresponding to x <= 3, y <= 3 in "run0"
pixels(mse, x <= 3, y <= 3, run == "run0")
```

These methods can be used to determine row/column indices of particular *m/z*-values or pixel coordinates to use for subsetting.

```{r subset-2}
fid <- features(mse, 1199 < mz & mz < 1201)
pid <- pixels(mse, x <= 3, y <= 3, run == "run0")
mse[fid, pid]
```

## Slicing

`MSImagingExperiment` represents the data as a matrix, where each column is a mass spectrum, rather than as a true "data cube". This is typically simpler when operating on the mass spectra, and more space efficient when the data is pixel-sparse (i.e., non-rectangular).

Sometimes, however, it is useful to index into the data as an actual "data cube", with explicit array dimensions for each spatial dimension.

Use `slice()` to slice an `MSImagingExperiment` as a data cube and extract images.

```{r slice}
# slice image for first mass feature
a <- slice(mse, 1)
dim(a)
```

Any arguments to `slice()` are passed to `features()`, making it easy to select the desired image slices.

By default, array dimensions with only one level are dropped; use `.preserve=TRUE` to keep all dimensions.

```{r slice-mz}
# slice image for m/z 1200
a2 <- slice(mse, mz=1200, drop=FALSE)
dim(a2)
```

Note that when plotting images from raw arrays, the images are upside-down due to differing coordinate conventions used by `graphics::image()`.

```{r slice-image, fig.height=4, fig.width=4}
image(a2[,,1,1], col=bw.colors(100))
```

## Combining

Because `MSImagingExperiment` is matrix-like, `rbind()` and `cbind()` can be used to combine multiple `MSImagingExperiment` objects by "row" or "column", assumping certain conditions are met.

Use `cbind()` to combine datasets from different experimental runs. The *m/z*-values must match between all datasets to succesfully combine them.

```{r cbind-divide}
# divide dataset into separate objects for each run
mse_run0 <- mse[,run(mse) == "run0"]
mse_run1 <- mse[,run(mse) == "run1"]
mse_run0
mse_run1
```

```{r cbind-recombine}
# recombine the separate datasets back together
mse_cbind <- cbind(mse_run0, mse_run1)
mse_cbind
```

Some processing may be necessary to ensure datasets are compatible before combining them.

## Getters and setters

Most components of an `MSImagingExperiment` that can be accessed through getter functions like `pixelData()`, `featureData()`, and `imageData()`, can also be re-assigned with analogous setter functions. These can likewise be used to get and set columns of the pixel and feature metadata.

`pData()` and `fData()` are aliases for `pixelData()` and `featureData()`, respectively.

The `$` operator will access the corresponding columns of `pixelData()`.

```{r pData-set}
mse$region <- makeFactor(circle=mse$circle,
							bg=!mse$circle)
pData(mse)
```

`iData()` can be used to access elements of the `imageData()` list by name or index.

Using `iData()` with no arguments besides the dataset will get or set the first element of `imageData()`. Providing a name or index will get or set that element.

```{r iData-set}
iData(mse, "log2intensity") <- log2(iData(mse) + 1)
imageData(mse)
```

For `MSImagingExperiment`, `spectra()` is an alias for `iData()`.

```{r spectra-get}
spectra(mse, "log2intensity")[1:5, 1:5]
```

Whether or not the spectra have been centroided or not can be accessed using `centroided()`

```{r centroided-get}
centroided(mse)
```

This can also be used to set whether the spectra should be treated as centroided or not.

```{r centroided-set, eval=FALSE}
centroided(mse) <- FALSE
```

## Summarization (e.g., mean spectra)

*Cardinal 2* implements several convenient data manipulation verbs for subsetting and summarizing `MSImagingExperiment` objects.

- `subset()` subsets an `MSImagingExperiment`

- `subsetFeatures()` subsets an `MSImagingExperiment` by row, i.e., mass features

- `subsetPixels()` subsets an `MSImagingExperiment` by column, i.e., pixels

- `aggregate()` summarizes an `MSImagingExperiment` by either feature or pixel

- `summarizeFeatures()` summarizes an `MSImagingExperiment` by feature (e.g., mean spectrum)

- `summarizePixels()` summarizes an `MSImagingExperiment` by pixel (e.g., TIC)

The `%>%` operator can be used to chain these operations together. For file-based data, the subsetting should be quick, as only metadata is modified.

```{r manip}
# subset by mass range
subsetFeatures(mse, mz > 700, mz < 900)

# subset by pixel coordinates
subsetPixels(mse, x <= 3, y <= 3, run == "run0")

# subset by mass range + pixel coordinates
subset(mse, mz > 700 & mz < 900, x <=3 & y <= 3 & run == "run0")

# chain verbs together
mse %>%
	subsetFeatures(mz > 700, mz < 900) %>%
	subsetPixels(x <= 3, y <= 3, run == "run0")

# calculate mean spectrum
summarizeFeatures(mse, "mean", as="DataFrame")

# calculate tic
summarizePixels(mse, c(tic="sum"), as="DataFrame")

# calculate mean spectrum of circle region
mse %>%
	subsetPixels(region == "circle") %>%
	summarizeFeatures("mean", as="DataFrame")
```

## Pull data into memory

By default, *Cardinal 2* does not load the spectra from imzML and Analyze files into memory, but retrieves them from files when necessary.

For very large datasets, this is necessary and memory-efficient.

However, for datasets that are known to fit in computer memory, this may be unnecessarily slow, especially when plotting images (which are perpendicular to how data are stored in the files).

```{r matter}
# coerce spectra to file-based matter matrix
spectra(mse) <- matter::as.matter(spectra(mse))

spectra(mse)
imageData(mse)
```

Use `pull()` to pull all `imageData()` elements in an `MSImagingExperiment` into memory.

```{r}
mse <- pull(mse)
imageData(mse)
```

By default, the spectra from `MSProcessedImagingExperiment` objects will still be represented as sparse matrices after using `pull()`.

To coerce sparse spectra to an R matrix as well, use `as.matrix=TRUE`.

```{r eval=FALSE}
mse3 <- pull(mse3, as.matrix=TRUE)
```

## Coercion to/from other classes

Use `as()` to coerce between different `MSImagingExperiment` sub-classes.

```{r coerce}
mse3
as(mse3, "MSContinuousImagingExperiment")
```

This will often change the underlying data representation, so some information may be lost depending on the coercion.

Objects of the older `MSImageSet` class can also be coerced to `MSImagingExperiment` this way.

```{r coerce-2, eval=FALSE}
# requires CardinalWorkflows installed
data(cardinal, package="CardinalWorkflows")
cardinal2 <- as(cardinal, "MSImagingExperiment")
```


# Pre-processing

A major change in *Cardinal 2* from earlier versions is how pre-processing is handled.

Instead of applying pre-processing immediately, each pre-processing step is queued to the dataset, and only applied once `process()` is called.

This approach is more computationally and memory efficient in most cases, as ideally each spectrum is only processed once, and no extraneous copies of the data are made.

## Delayed processing with `process()`

On its own, the `process()` method queues a new pre-processing function, and then applies all currently queued processing functions.

For example, the following code applies very basic total-ion-current (TIC) normalization to all spectra.

```{r process-1}
mse_tic <- process(mse, function(x) length(x) * x / sum(x), label="norm")
mse_tic
```

By default, this is applied immediately. However, `delay=TRUE` delays this, and allows us to queue multiple pre-processing functions at once.

```{r process-2}
mse_pre <- mse %>%
	process(function(x) length(x) * x / sum(x), label="norm", delay=TRUE) %>%
	process(function(x) signal::sgolayfilt(x), label="smooth", delay=TRUE)

processingData(mse_pre)
```

We can view all pending and completed pre-processing steps in more detail.

```{r process-3}
mcols(processingData(mse_pre))[,-1]
```

Calling `process()` on the dataset again without any other arguments will apply all queued pre-processing steps.

```{r process-4}
mse_proc <- process(mse_pre)
mse_proc
```

Note that subsetting retains any queued pre-processing steps.

```{r process-5}
mse_pre %>%
	subsetPixels(x <= 3, y <= 3) %>%
	subsetFeatures(mz <= 1000) %>%
	process()
```

All pre-processing methods for `MSImagingExperiment` queue delayed processing by default.

If this is not desired, you can set `options(Cardinal.delay=FALSE)` to apply all pre-processing steps immediately.

## Normalization

Use `normalize()` to queue normalization to an `MSImagingExperiment`.

```{r normalize}
mse_pre <- normalize(mse, method="tic")
```

- `method="tic"` performs total-ion-current (TIC) normalization

- `method="rms"` performs root-mean-square (RMS) normalization

- `method="reference"` normalizes all spectra to a reference feature

TIC normalization is one of the most common normalization methods for mass spectrometry imaging. For comparison between datasets, TIC normalization requires that all spectra are the same length. RMS normalization is more appropriate when spectra are of different lengths.

Normalization to a reference is the most reliable form of normalization, but is only possible when the experiment contains a known reference peak with a constant abundance throughout the dataset. This is often not possible in unsupervised and exploratory experiments.

## Spectral smoothing

Use `smoothSignal()` to queue spectral smoothing to an `MSImagingExperiment`.

```{r smoothSignal-plot, fig.height=7, fig.width=9, results='hide'}
mse %>% smoothSignal(method="gaussian") %>%
	subsetPixels(x==10, y==10, run=="run0") %>%
	process(plot=TRUE,
			par=list(main="Gaussian smoothing", layout=c(3,1)))

mse %>% smoothSignal(method="ma") %>%
	subsetPixels(x==10, y==10, run=="run0") %>%
	process(plot=TRUE, par=list(main="Moving average smoothing"))

mse %>% smoothSignal(method="sgolay") %>%
	subsetPixels(x==10, y==10, run=="run0") %>%
	process(plot=TRUE, par=list(main="Savitzky-Golay smoothing"))
```

```{r smoothSignal}
mse_pre <- smoothSignal(mse_pre, method="gaussian")
```

- `method="gaussian"` performs smoothing with a Gaussian kernel

- `method="ma"` performs moving average smoothing

- `method="sgolay"` applies a Savitzky-Golay smoothing filter

## Baseline correction

Use `reduceBaseline()` to queue baseline correction to an `MSImagingExperiment`.

```{r reduceBaseline-plot, fig.height=5, fig.width=9, results='hide'}
mse %>% reduceBaseline(method="locmin") %>%
	subsetPixels(x==10, y==10, run=="run0") %>%
	process(plot=TRUE, par=list(main="Local minima", layout=c(2,1)))

mse %>% reduceBaseline(method="median") %>%
	subsetPixels(x==10, y==10, run=="run0") %>%
	process(plot=TRUE, par=list(main="Median interpolation"))
```

```{r reduceBaseline}
mse_pre <- reduceBaseline(mse_pre, method="locmin")
```

- `method="locmin"` interpolates a baseline from local minima

- `method="median"` splits a spectrum into blocks and interpolates from binned medians

## Peak processing

Peak processing encompasses multiple steps, including (1) picking peaks, (2) aligning peaks, (3) filtering peaks, and (4) binning profile spectra to the detected peaks.

Prior to peak detection is a good time to apply the previous processing steps.

```{r process-mse, eval=FALSE}
mse_pre <- process(mse_pre)
```

(This is optional, and not necessary if only the peaks are desired, and if it is acceptable to have peaks with intensities of zero in pixels where that peak was not detected.)

### Peak picking

Use `peakPick()` to queue peak picking to an `MSImagingExperiment`.

```{r peakPick-plot, fig.height=7, fig.width=9, results='hide'}
mse_pre %>% subsetPixels(x==10, y==10, run=="run0") %>%
	process() %>%
	peakPick(method="mad") %>%
	process(plot=TRUE, par=list(main="MAD noise", layout=c(3,1)))

mse_pre %>% subsetPixels(x==10, y==10, run=="run0") %>%
	process() %>%
	peakPick(method="simple") %>%
	process(plot=TRUE,
			par=list(main="Simple SD noise"))

mse_pre %>% subsetPixels(x==10, y==10, run=="run0") %>%
	process() %>%
	peakPick(method="adaptive") %>%
	process(plot=TRUE, par=list(main="Adaptive SD noise"))
```

```{r peakPick}
mse_peaks <- peakPick(mse_pre, method="mad")
```

- `method="mad"` calculates adaptive noise from interpolating local mean absolute deviations

- `method="simple"` calculates a constant noise from standard deviations of low-kurtosis bins

- `method="adaptive"` calculates adaptive noise from standard deviations of low-kurtosis bins

### Peak alignment

Use `peakAlign()` to queue peak alignment to an `MSImagingExperiment`.

```{r peakAlign}
mse_peaks <- peakAlign(mse_pre, tolerance=200, units="ppm")
```

Peaks are matched based on proximity of their *m/z*-values, according to `tolerance`, in either parts-per-millin ("ppm") or absolute ("mz") `units`.

The *m/z*-values of known reference peaks can be provided. If no reference is provided, the mean spectrum is calculated, and the local maxima of the mean spectrum are used as the reference.

### Peak filtering

Use `peakFilter()` to queue peak filtering to an `MSImagingExperiment`.

```{r peakFilter}
mse_peaks <- peakFilter(mse_pre, freq.min=0.05)
```

The proportions of pixels where a peak was detected at each *m/z*-value are calculated. Only peaks with frequencies greater than `freq.min` are retained.

### Peak binning

Use `peakBin()` to queue binning of spectra to reference peaks.

Typically, this is applied to processed profile spectra after peak detection, to extract a more accurate representation of the peak intensities.

```{r peakBin, eval=FALSE}
mse_peaks <- process(mse_peaks)
mse_peaks <- peakBin(mse_pre, ref=mz(mse_peaks), type="height")
mse_peaks <- mse_peaks %>% process()
```

A `tolerance` in either parts-per-million ("ppm") or absolute ("mz") `units` is used to match the reference peaks to local maxima in each spectrum.

The peak is then expanded to the nearest local minima in both directions. The intensity of the peak is then summarized either by the maximum intensity (`type="height")` or sum of intensities (`type="area")`.

Rather than use the *m/z*-values of the detected peaks, we can also use known reference peaks (in this case, from the design of the simulated data).

```{r peakBin-2, fig.height=3, fig.width=9}
mzref <- mz(metadata(mse)$design$featureData)
mse_peaks <- peakBin(mse_pre, ref=mzref, type="height")
mse_peaks <- mse_peaks %>% subsetPixels(x %in% 9:11, y %in% 9:11) %>% process()
plot(mse_peaks, coord=list(x=10, y=10))
```

We typically recommend binning the processed profile spectra to detected or reference peaks to produce centroided spectra suitable for downstream analysis.

It is possible to use the detected and aligned peaks directly (after applying `peakAlign()` and `peakFilter()`), but pixels where a peak was not detected will have zero intensities for those peaks. Moreover, all peak intensities will be the peak heights, even when peak areas may be desired instead. However, using the detected peaks directly does mean that there is no need to calculate and store the processed profile spectra, so this saves on storage space.

Generally, it is preferable and more accurate to bin the processed profile spectra to the detected peaks whenever possible and reasonable.

## Mass alignment

Although peak alignment and peak binning will generally account for small differences in *m/z* between spectra, alignment of the profile spectra is sometimes desireable as well.

Use `mzAlign()` to queue alignment of spectra so that peaks will have a consistent *m/z*-value.

First, we need to simulate spectra that are in need of calibration.

```{r unaligned-spectra, fig.height=3, fig.width=9}
set.seed(2020)
mse4 <- simulateImage(preset=1, npeaks=10, from=500, to=600,
							sdmz=750, units="ppm")

plot(mse4, pixel=185:195, xlim=c(535, 570), key=FALSE, superpose=TRUE)
```

If no reference spectrum is provided, the mean spectrum is calculated and used as the reference.

```{r mzAlign, fig.height=3, fig.width=9}
mse4_align <- mzAlign(mse4, tolerance=2000, units="ppm")
mse4_align <- process(mse4_align)
plot(mse4_align, pixel=185:195, xlim=c(535, 570), key=FALSE, superpose=TRUE)
```

The algorithm will try to match the most intense peaks in the reference to local maxima in each spectrum, within `tolerance`. If `tolerance` is too small, the matching local maxima may not be found. If `tolerance` is too large, then peaks may be matched to the wrong local maxima.

This method is still experimental and under development.

## Mass binning

While the *m/z* binning scheme of `MSProcessedImagingExperiment` objects can be adjusted on-the-fly, this does not apply to other types of `MSImagingExperiment`.

Use `mzBin()` to queue binning of spectra to new *m/z*-values.

```{r mzBin, fig.height=3, fig.width=9}
mse_bin <- mzBin(mse_pre, from=1000, to=1600, resolution=1000, units="ppm")
mse_bin <- subsetPixels(mse_bin, x %in% 9:11, y %in% 9:11) %>% process()
plot(mse_bin, coord=list(x=10, y=10))
```

This is useful if you need to combine datasets with different *m/z*-values.

## Mass filtering

Sometimes it is necessary to filter the mass features of a dataset that has not been peak picked and aligned. For example, to remove noisy or low-intensity *m/z*-values.

Use `mzFilter()` to queue filtering of mass features.

```{r mzFilter, fig.height=3, fig.width=9}
mse_filt <- mzFilter(mse_pre, freq.min=0.05)
mse_filt <- subsetPixels(mse_filt, x %in% 9:11, y %in% 9:11) %>% process()
plot(mse_filt, coord=list(x=10, y=10), type='h')
```

`mzFilter()` and `peakFilter()` are actually the same function internally, but with different defaults for profile and centroided spectra, respectively.

Note that `mzFilter()` this does *not* set `centroided()` to `TRUE`; it is up to the user to decide whether the result represent centroided spectra or not, and set `centroided()` appropriately.

## Example processing workflow

Delayed pre-processing makes it easy to chain together multiple pre-processing steps with the `%>%` operator, and then apply them all at once.

```{r process-workflow, fig.height=5, fig.width=9, results='hide'}
mse_proc <- mse %>%
	normalize() %>%
	smoothSignal() %>%
	reduceBaseline() %>%
	peakPick()

# preview processing
mse_proc %>%
	subsetPixels(x == 10, y == 10, run == "run0") %>%
	process(plot=TRUE, par=list(layout=c(2,2)))
```

```{r process-workflow-2, eval=FALSE}
# process detected peaks
mse_peakref <- mse_proc %>%
	peakAlign() %>%
	peakFilter() %>%
	process()

# bin profile spectra to peaks
mse_peaks <- mse %>%
	normalize() %>%
	smoothSignal() %>%
	reduceBaseline() %>%
	peakBin(mz(mse_peakref))
```








# Advanced operations on `MSImagingExperiment`

Internally, most methods that iterate over pixels or mass features use some combination of `pixelApply()`, `featureApply()`, and `spatialApply()`.

While `summarize()` is useful for summarizing a `MSImagingExperiment`, it is limited in that it can only apply summary functions that return a single value, which can be simplified into the columns of a `MassDataFrame` or `PositionDataFrame`.

By contrast, these functions (like `apply()` and `lapply()`) can return any value.

## Using `pixelApply()` and `featureApply()`

`pixelApply()` is used to apply functions over pixels.

```{r pixelApply, fig.height=4, fig.width=9}
# calculate the TIC for every pixel
tic <- pixelApply(mse, sum)

image(mse, tic ~ x * y)
```

`featureApply()` is used to apply functions over features.

```{r featureApply, fig.height=3, fig.width=9}
# calculate the mean spectrum
smean <- featureApply(mse, mean)

plot(mse, smean ~ mz)
```

Note that `featureApply()` will typically be slower than `pixelApply()` for out-of-memory data for `MSProcessedImagingExperiment` objects, due to the way the data is stored.


## Using `spatialApply()`

`spatialApply()` is used to iterate over spatial neighborhoods of an imaging experiment.

Rather than vectors, it operates on matrices, where each column is a mass spectrum from a different pixel in the neighborhood.

```{r spatialApply, fig.height=4, fig.width=9}
# calculate a spatially-smoothed TIC
sptic <- spatialApply(mse, .r=1, .fun=mean)

image(mse, sptic ~ x * y)
```

See `?spatialApply` for more details on attributes that are made available to the calling function (e.g., information about the neighborhood offsets, center pixel, etc.).








# Parallel computing using *BiocParallel*

All pre-processing methods and most statistical analysis methods in *Cardinal 2* can be executed in parallel using *BiocParallel*.

By default, a serial backend is used (no parallelization). This is for maximum stability and compatibility.

## Using `BPPARAM`

Any method that supports parallelization includes `BPPARAM` as an argument (see method documentation). The `BPPARAM` argument can be used to specify a parallel backend for the operation, such as `SerialParam()`, `MulticoreParam()`, `SnowParam()`, etc.

```{r eval=FALSE}
# run in parallel, rather than serially
tic <- pixelApply(mse, sum, BPPARAM=MulticoreParam())
```

## Backend types

Several parallelization backends are available, depending on OS:

- `SerialParam()` creates a serial (non-parallel) backend. Use this to avoid potential issues caused by parallelization.

- `MulticoreParam()` creates a multicore backend by forking the current R session. This is typically the fastest parallelization option, but is only available on macOS and Linux.

- `SnowParam()` creates a SNOW backend by creating new R sessions via socket connections. This is typically slower than multicore, but is available on all platforms including Windows.

Use of `MulticoreParam()` will frequently improve speed on macOS and Linux dramatically. However, due to the extra overhead of `SnowParam()`, Windows users may prefer the default `SerialParam()`, depending on the size of the dataset.

## Getting available backends

Available backends can be viewed with `BiocParallel::registered()`.

```{r registered}
BiocParallel::registered()
```

The current backend used by Cardinal can be viewed with `getCardinalBPPARAM()`:

```{r getCardinalBPPARAM}
getCardinalBPPARAM()
```

## Setting a parallel backend

A new default backend can be set for use with Cardinal by calling `setCardinalBPPARAM()`.

```{r setCardinalBPPARAM, eval=FALSE}
# register a SNOW backend
setCardinalBPPARAM(SnowParam())
```

See the *BiocParallel* package documentation for more details on available parallel backends.

## RNG and reproducibility

For methods that rely on random number generation to be reproducible when run in parallel, the RNG must be set to "L'Ecuyer-CMRG" before setting a seed.

```{r RNGkind, eval=FALSE}
RNGkind("L'Ecuyer-CMRG")
set.seed(1)
```



# Session information

```{r session-info}
sessionInfo()
```



