NOTE: Since we had created a data variable in the last lesson which contains the counts, we could have also used that as input. To perform the median of ratios method of normalization, DESeq2 has a single estimateSizeFactors() function that will generate size factors for us. We can take a look at the normalization factor applied to each sample using: Now, to retrieve the normalized counts matrix from dds, we use the counts() function and add the argument normalized=TRUE. The counts of mapped reads for each gene is proportional to the expression of RNA (interesting) in addition to many other factors (uninteresting). This is performed for each sample in the dataset. This requires a few steps: We should always make sure that we have sample names that match between the two files, and that the samples are in the right order. For every gene in a sample, the ratios (sample/ref) are calculated (as shown below). To normalize for sequencing depth and RNA composition, DESeq2 uses the median of ratios method. Step 3: calculate the normalization factor for each sample (size factor). gene count comparisons within a sample or between samples of the same sample group; gene count comparisons between genes within a sample; counts divided by sample-specific size factors determined by median ratio of gene counts relative to geometric mean per gene, gene count comparisons between samples and for, uses a weighted trimmed mean of the log expression ratios between samples, Explore different types of normalization methods, Understand how to normalize counts using DESeq2. Reads connected by dashed lines connect a read spanning an intron. The next step is to normalize the count data in order to be able to make fair gene comparisons between samples. This column has three factor levels, which tells DESeq2 that for each gene we want to evaluate gene expression change with respect to these different levels. The data stored in these pre-specified slots can be accessed by using specific package-defined functions. We will also need to specify a design formula. Step 4: calculate the normalized count values using the normalization factor This is performed by dividing each raw count value in a given sample by that sample's normalization factor to generate normalized count values. By assigning the results back to the dds object we are filling in the slots of the DESeqDataSet object with the appropriate information. For example, in the table above, SampleA has a greater proportion of counts associated with XCR1 (5.5/1,000,000) than does sampleB (5.5/1,500,000) even though the RPKM count values are the same. In the example below, each gene appears to have doubled in expression in Sample A relative to Sample B, however this is a consequence of Sample A having double the sequencing depth. Ensure the row names of the metadata dataframe are present and in the same order as the column names of the counts dataframe. However, in that case we would want to use the DESeqDataSetFromMatrix() function. This is performed by dividing each raw count value in a given sample by that samples normalization factor to generate normalized count values. The reason is that the normalized count values output by the RPKM/FPKM method are not comparable between samples. Normalization is the process of scaling raw count values to account for the "uninteresting" factors. Normalization is the process of scaling raw count values to account for the uninteresting factors. The figure below illustrates the median value for the distribution of all gene ratios for a single sample (frequency is on the y-axis). The counts in Sample B would be greatly skewed by the DE gene, which takes up most of the counts. Step 2: calculates ratio of each sample to the reference. Therefore, you cannot compare the normalized counts for each gene equally between samples. If your data did not match, you could use the match() function to rearrange them to be matching. Step 4: calculate the normalized count values using the normalization factor. Lets start by creating the DESeqDataSet object and then we can talk a bit more about what is stored inside it. These custom data structures are similar to lists in that they can contain multiple different data types/structures within them. This lesson has been developed by members of the teaching team at the Harvard Chan Bioinformatics Core (HBC). ### Check that sample names match in both files. The median of ratios method makes the assumption that not ALL genes are differentially expressed; therefore, the normalization factors should account for sequencing depth and RNA composition of the sample (large outlier genes will not represent the median ratio values). Several common normalization methods exist to account for these differences: While TPM and RPKM/FPKM normalization methods both account for sequencing depth and gene length, RPKM/FPKM are not recommended. In this way the expression levels are more comparable between and/or within samples. We can save this normalized data matrix to file for later use: NOTE: DESeq2 doesnt actually use normalized counts, rather it uses the raw counts and models the normalization inside the Generalized Linear Model (GLM). The median value (column-wise for the above table) of all ratios for a given sample is taken as the normalization factor (size factor) for that sample, as calculated below. Using RPKM/FPKM normalization, the total number of RPKM/FPKM normalized counts for each sample will be different. RPM (also known as CPM) is a basic gene expression unit that normalizes only for sequencing depth (depth-normalized The RPM is biased in some applications where the gene length influences gene expression, such as RNA-seq. The first step in the DE analysis workflow is count normalization, which is necessary to make accurate comparisons of gene expression between samples. These normalized counts will be useful for downstream visualization of results, but cannot be used as input to DESeq2 or any other tools that peform differential expression analysis which use the negative binomial model. This is performed for all count values (every gene in every sample). Notice that the differentially expressed genes should not affect the median value: normalization_factor_sampleA <- median(c(1.28, 1.3, 1.39, 1.35, 0.59)), normalization_factor_sampleB <- median(c(0.78, 0.77, 0.72, 0.74, 1.35)). NOTE: The steps below describe in detail some of the steps performed by DESeq2 when you run a single function to get DE genes. The design formula specifies the column(s) in the metadata table and how they should be used in the analysis. Basically, for a typical RNA-seq analysis, you would not run these steps individually. For each gene, a pseudo-reference sample is created that is equal to the geometric mean across all samples. However, sequencing depth and RNA composition do need to be taken into account. To create the object we will need the count matrix and the metadata table as input. Accounting for RNA composition is recommended for accurate comparison of expression between samples, and is particularly important when performing differential expression analyses [1]. Suppose we had sample names matching in the counts matrix and metadata file, but they were out of order. Write the line(s) of code required to create a new matrix with columns ordered such that they were identical to the row names of the metadata. DESeq2 will output an error if this is not the case. This method is robust to imbalance in up-/down-regulation and large numbers of differentially expressed genes. These are open access materials distributed under the terms of the Creative Commons Attribution license (CC BY 4.0), which permits unrestricted use, distribution, and reproduction in any medium, provided the original author and source are credited. In the example, Gene X and Gene Y have similar levels of expression, but the number of reads mapped to Gene X would be many more than the number mapped to Gene Y because Gene X is longer. RPM is calculated by dividing the mapped reads count by a per million scaling factor of total mapped reads. Bioconductor software packages often define and use a custom class within R for storing data (input data, intermediate data and also results). This is performed for all count values (every gene in every sample). We will use the function in the example below, but in a typical RNA-seq analysis this step is automatically performed by the DESeq() function, which we will see later. For example, suppose we wanted the original count matrix we would use counts() (Note: we nested it within the View() function so that rather than getting printed in the console we can see it in the script editor) : As we go through the workflow we will use the relevant functions to check what information gets stored inside our object. The main factors often considered during normalization are: Sequencing depth: Accounting for sequencing depth is necessary for comparison of gene expression between samples. While normalization is essential for differential expression analyses, it is also necessary for exploratory data analysis, visualization of data, and whenever you are exploring or comparing counts between or within samples. You can use DESeq-specific functions to access the different slots and retrieve information, if you wish. Usually these size factors are around 1, if you see large variations between samples it is important to take note since it might indicate the presence of extreme outliers. For our dataset we only have one column we are interested in, that is ~sampletype. NOTE: This video by StatQuest shows in more detail why TPM should be used in place of RPKM/FPKM if needing to normalize for sequencing depth and gene length. The counts of mapped reads for each gene is proportional to the expression of RNA ("interesting") in addition to many other factors ("uninteresting"). Our count matrix input is stored inside the txi list object, and so we pass that in using the DESeqDataSetFromTximport() function which will extract the counts component and round the values to the nearest whole number. Therefore, we cannot directly compare the counts for XCR1 (or any other gene) between sampleA and sampleB because the total number of normalized counts are different between samples. For example, if the median ratio for SampleA was 1.3 and the median ratio for SampleB was 0.77, you could calculate normalized counts as follows: Please note that normalized count values are not whole numbers. But, unlike lists they have pre-specified data slots, which hold specific types/classes of data. Gene length: Accounting for gene length is necessary for comparing expression between different genes within the same sample. gene count comparisons between replicates of the same samplegroup; counts per length of transcript (kb) per million reads mapped. NOTE: In the figure above, each pink and green rectangle represents a read aligned to a gene. Now that we know the theory of count normalization, we will normalize the counts for the Mov10 dataset using DESeq2. Since tools for differential expression analysis are comparing the counts between sample groups for the same gene, gene length does not need to be accounted for by the tool. In the example, imagine the sequencing depths are similar between Sample A and Sample B, and every gene except for gene DE presents similar expression level between samples. Other genes for Sample B would therefore appear to be less expressed than those same genes in Sample A. Step 1: creates a pseudo-reference sample (row-wise geometric mean). RNA composition: A few highly differentially expressed genes between samples, differences in the number of genes expressed between samples, or presence of contamination can skew some types of normalization methods. Since the majority of genes are not differentially expressed, the majority of genes in each sample should have similar ratios within the sample. On the user-end there is only one step, but on the back-end there are multiple steps involved, as described below. 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