Combining Affymetrix microarray results
- John R Stevens^{1} and
- RW Doerge^{1, 2}Email author
https://doi.org/10.1186/1471-2105-6-57
© Stevens and Doerge; licensee BioMed Central Ltd. 2005
Received: 28 October 2004
Accepted: 17 March 2005
Published: 17 March 2005
Abstract
Background
As the use of microarray technology becomes more prevalent it is not unusual to find several laboratories employing the same microarray technology to identify genes related to the same condition in the same species. Although the experimental specifics are similar, typically a different list of statistically significant genes result from each data analysis.
Results
We propose a statistically-based meta-analytic approach to microarray analysis for the purpose of systematically combining results from the different laboratories. This approach provides a more precise view of genes that are significantly related to the condition of interest while simultaneously allowing for differences between laboratories. Of particular interest is the widely used Affymetrix oligonucleotide array, the results of which are naturally suited to a meta-analysis. A simulation model based on the Affymetrix platform is developed to examine the adaptive nature of the meta-analytic approach and to illustrate the usefulness of such an approach in combining microarray results across laboratories. The approach is then applied to real data involving a mouse model for multiple sclerosis.
Conclusion
The quantitative estimates from the meta-analysis model tend to be closer to the "true" degree of differential expression than any single lab. Meta-analytic methods can systematically combine Affymetrix results from different laboratories to gain a clearer understanding of genes' relationships to specific conditions of interest.
Background
Microarray technology allows simultaneous assessment of transcript abundance for thousands of genes. This exciting research tool permits the identification of genes which are significantly differentially expressed between conditions. With the use of microarrays becoming more commonplace, it is not unusual for several different laboratories to investigate the genetic implications of the same condition(s). Each lab may produce its own list of candidate genes which they believe to be related to the condition of interest. As a result of sound statistical approaches, each lab will also have for each candidate gene some quantitative measure that serves as the basis for the claim of statistical significance.
Of interest in this paper are the methods by which these quantitative measures may be combined across labs to arrive at a more comprehensive understanding of the effects of the different candidate genes. Where the term "analysis" is used to describe the quantitative approaches to draw useful information from raw data, the term "meta-analysis" [1] refers to the approaches used to draw useful information from the results of previous analyses. Meta-analysis has been predominantly used in the medical and social sciences, in situations where several studies may have been conducted to investigate the effect of the same treatment, and the researcher seeks to combine the results of the different studies in a meaningful way in order to arrive at a single estimate of the true effect of the treatment. For the current application, meta-analytic approaches can be employed to combine the results from several different labs without having access to the original raw data that yielded the initial results. Such approaches have particular utility with the results of Affymetrix GeneChip^{®} microarrays and other fabricated arrays, where results are given in a uniform format that readily lends itself to comparison between labs and combination across labs.
A measure of the degree or magnitude of differential expression provides more information regarding a gene's relation to a disease or condition of interest than does a statement regarding its significance or nonsignificance. This information is useful because it allows for greater precision of estimation of the gene's effect with respect to the condition of interest. That is, to arrive at a clearer understanding of a gene's true effect relating to the condition of interest, it is most helpful to have a quantitative measure of the magnitude of differential expression rather than a simple declaration of significance.
Prior applications of meta-analysis to microarray data have either sought to combine P-values or to combine results across platforms (i.e., combining Affymetrix and cDNA array results) [2–6]. Combining only P-values, while useful in obtaining more precise estimates of significance, does not provide information that is easily interpretable by a biologist, may not indicate the direction of significance (e.g., up- or down-regulation), and most importantly, gives no information regarding the magnitude of the estimated expression change. Similarly, while a "vote-counting" approach based on P-values [6] addresses differences in lists of significant genes from separate experiments, it gives no information regarding the magnitude of the estimated expression change. While an "integrative correlation" approach [5] will help identify genes with reproducible expression patterns, it also does not provide any information regarding the magnitude of the estimated expression change
Previous attempts to combine results across microarray platforms (i.e., technologies) assume that spot intensities or signal values for a given gene can be directly compared even though they represent different segments of the gene. That is, a spot for a given gene on a cDNA array represents the entire gene, while each spot for the same gene on an Affymetrix array represents a specific small section of the gene. Thus, combining results across technologies using only spot intensities is problematic from a biological perspective because the measurements represent different physical quantities. Even if the average spot intensity on an Affymetrix array is used, it is not certain that this average spot intensity value is at all comparable to the spot intensity value of the gene on a cDNA array.
Moreau et al. [4] report that 'after appropriate filtering, ratio and intensity data from different platforms can be compared and are amenable to' be used in a meta-analysis. However, "filtering", or "averaging out" outliers or non-reproducible spots, requires some subjectivity in the method of choice and may force agreement between platforms where no agreement should exist due to fundamental technological differences. Parmigiani et al. [5] attempt to address this problem of cross-platform consistency by identifying a set of genes whose expression patterns are essentially reproducible across platforms. However, even for these "reproducible" genes, there remains the question of how to systematically combine their corresponding results from the several laboratories to arrive at a single quantitative measure of differential expression. At the very least, if results are to be combined across platforms in a meta-analysis, the use of covariates [7] should be employed to account for the underlying differences between oligonucleotide (e.g., Affymetrix) and cDNA platforms. The focus of the current application is restricted to standard Affymetrix microarray results, and a method to combine results across laboratories is proposed and evaluated.
Results
Affymetrix technology
The Affymetrix GeneChip^{®} microarray [8] represents individual genes by 25-mer segments (probes) fixed to the chip, and also makes use of mismatch probes differing at position 13. Each gene on the chip is typically represented by the same number of probe pairs on the chip (usually 14–20), although exceptions exist. It is now possible for some organisms' entire genomes to be represented on a single microarray (e.g., Arabidopsis). Appropriately prepared tissue sample is hybridized to the array and the array is scanned, producing raw data consisting of the intensities of the individual spots on the array. These intensities come in pairs, with PM denoting the intensity of a perfect-match probe and MM denoting the intensity of the corresponding mismatch probe.
Affymetrix algorithms
Affymetrix has developed statistical algorithms [9] that employ these individual spot intensities for the purpose of estimating the true expression levels of individual genes in single samples. Furthermore, the Affymetrix approach compares gene expression levels in two different tissues (samples or treatment conditions) and reports a "signal log ratio" (SLR) with 95 percent confidence bounds. The signal log ratio is the signed Iog_{2} of the signed fold change (FC) familiar to biologists [9]. That is, FC = 2^{ SLR }if SLR ≥ 0 and FC = (-1)2^{-SLR}if SLR < 0. The algorithm used by Affymetrix to compute the SLR is based on Tukey's biweight algorithm [10] and for each gene takes a weighted average of the log_{2} of the ratio of PM - MM between treatments or conditions, with weights related to the deviations from the median log_{2} ratio for the gene, and with adjustments made when PM <MM. The resulting weighted average is the SLR.
Between the two conditions of interest, each gene either changes its level of expression or the level remains the same. A declaration of significant differential expression results from sufficient evidence that the gene is not expressed the same in the two conditions (i.e., that the SLR differs significantly from zero). Tukey's biweight algorithm provides an estimate for the variability of the SLR and an approximate distribution for the SLR estimate. The Affymetrix software (Microarray Suite Version 5.0, or MAS 5.0) reports a 95 percent confidence interval for the SLR [11], from which the estimated standard error can be computed. Individual laboratories can use this information to make a declaration of significant differential expression.
It should be noted that this SLR estimate represents a measure of differential expression between two chips (generically referred to as a base sample chip and an experimental sample chip). In practice, of course, it is recommended that experiments involve more than two chips, but the current MAS 5.0 algorithm is designed to represent differential expression only between two chips at a time. Other approaches exist to measure differential expression (dChip [12] and RMA [13], for example), and future work will evaluate their performance in meta-analyses. However, for the purposes of this current work, the focus of differential expression will rely on the SLR estimate of differential expression between two chips, because these are the estimates provided automatically by the commercial MAS 5.0 software.
Accordingly, lab i could then test for significant differential expression of gene k (i.e., test the hypothesis : θ_{i,k}= 0) by use of the test statistic A_{i,k}= /s_{i,k}. Under , A_{i,k}approximately follows the t distribution with df_{i,k}degrees of freedom. The significance P-value (P_{i,k}) for gene k in lab i is the value such that |A_{i,k}| is the upper P_{i,k}/2 critical value of the t distribution with df_{i,k}degrees of freedom, and is rejected at the α_{i,k}level if P_{i,k}<α_{i,k}. That is, if P_{i,k}is sufficiently small, then lab i would declare gene k significantly differentially expressed.
Meta-analysis
The general meta-analytic framework [7] assumes that a measurable relationship exists between certain quantities of interest, and n independent studies have been conducted to examine this relationship. In turn, this relationship can be quantified so that each study produces an estimate of the relationship. If the estimates are appropriately standardized, then each study's estimate can be termed an "effect size" estimate. An effect size is essentially a standardized quantitative expression of the relationship of interest. For example, several different laboratories may investigate which of two drugs are better at treating a particular disease. In this case, the relationship of interest is the difference between the drugs' effects. If each laboratory produces an estimate standardized such that estimates from all laboratories address the same quantity and are on the same scale, then these estimates are effect size estimates.
There are three main classes of effect size estimates [14]. The first and perhaps most common is the standardized difference estimate, such as Hedges's g, similar to the t-statistic in a two sample study: . The second is the standardized relation estimate, such as the sample correlation coefficient r. The third is the measure of significance, such as the P-value from a particular hypothesis test. (Although not an effect size in the traditional sense, the measure of significance approach is mentioned here for the sake of completeness.)
In order to be combined across studies, effect size estimates must address the same measure or quantity, be standardized, and (with the exception of P-values, which are combined differently [15]) include some measure of variability of the effect size estimate [16]. Once each study i has provided its effect size estimate and its measure of variability v_{ i }, a meta-analysis can be performed. Three main meta-analytic approaches exist: fixed effects, random effects, and hierarchical Bayes. The first two approaches are summarized here in order of increasing complexity, and the third is the subject of Choi et al. [3] and a future research interest. The three approaches are discussed more fully in Cooper and Hedges [14] and DuMouchel and Normand [17].
Fixed effects meta-analysis model
Assume that n independent studies have provided effect size estimates and measures of variability v_{ i }, i = 1, ..., n. The most general meta-analytic approach assumes that
with sampling error ε_{ i }~ N(0, ). That is, each is an estimate of a true fixed underlying effect size θ_{ i }, and it is assumed that θ_{1} = ... = θ_{ n }with the common value θ. This is referred to as the homogeneity assumption and can be interpreted as assuming that all studies examined and provided estimates of the same parameter θ, and any differences between the estimates are attributable to sampling error alone. This common value parameter θ is estimated as a weighted average of the effect size estimates:
The weights w_{ i }are chosen to minimize the variance of , and this is achieved by , where v_{ i }is the estimated variance of . The variance of is .
Random effects meta-analysis model
In practice, the homogeneity assumption (and the resulting fixed effects model) tends to be overly simplistic but is presented in this paper for the sake of completeness. This assumption can be relaxed to make the meta-analysis model more appropriate. The basic random effects model [18] assumes n independent studies have provided effect size estimates and measures of variability v_{ i }, i = 1, ..., n. In addition, the model assumes that
In this framework, θ is the population mean effect size, and there are two error components, δ and ε, corresponding to between-study and within-study variability, respectively. Each study seeks to make statements regarding this quantity θ, and so takes a sample of individuals from a certain population in order to study the underlying effect size θ. However, due to differences between studies such as time, location, equipment, and other uncontrollable (and possibly unknown) factors, each study will in fact be estimating a slightly different quantity. That is, due to differences between studies, study i is estimating θ_{ i }, a random effect size from the population of all possible effect sizes. The error component δ_{ i }~ N(0, Δ^{2}) is the random deviation of θ_{ i }from θ (representing variability between studies). In this basic model, Δ^{2} represents the random variation between studies. Within study i, the actual estimate will vary from the "true" effect size θ_{ i }based on which random sample is selected. That is, replicates within a study will result in slightly different estimates of the effect size due to sampling error. Here, ε_{ i }~ N(0, ) is sampling error (representing variability within study i).
Q is calculated as in the fixed effects model. (Note that the fixed effects model assumes that Δ^{2} = 0.) The random effects model uses this Q value to calculate new weights , where
Then the meta-analysis estimate for the population mean effect size θ is
When the random effects meta-analysis is applied in the context of a microarray experiment, again it is assumed that several laboratories have provided quantitative measurements of differential expression (the effect size) for a given gene along with variability estimates. The random effects model assumes that there is some true degree of differential expression for the gene, and each lab is actually estimating a slightly different true degree of differential expression. That is, each laboratory has a slightly different "true" degree of differential expression. In addition, the estimate from each laboratory varies randomly about its true degree of differential expression due to sampling error. Then Δ^{2} is a measure of the amount of variation between the laboratories' true degrees of differential expression, and the test of significance is used to identify differentially expressed genes by using information across multiple laboratories.
Meta-analysis with Affymetrix data
Our motivation for applying meta-analytic techniques to microarray data is threefold. First, standard platforms (e.g., Affymetrix) make combining results across labs straightforward and eliminate the usual criticism of meta-analyses that "apples and oranges" are being mixed [16] because the estimates being combined across labs have each been standardized by the same algorithms [9] in such a way that they are in fact estimates of the same underlying effect. Furthermore, any known differences between laboratories such as sample tissue type can be incorporated into the meta-analysis by use of covariates [7]. Second, combining raw data may provide more information than combining results, but raw data are not always easy to obtain, and it is conceivable that raw data may become unavailable while published (or unpublished) results are available. Third, if it can be shown that meta-analysis produces similar results to the pooling of raw data, then it can be argued that meta-analytic approaches are more efficient in the sense that they only require easily obtainable results rather than the raw data.
The uniformity of chip design and data acquisition from Affymetrix oligonucleotide microarray experiments readily lends itself to a meta-analysis. Given n studies examining the differences in gene expression between two treatments (e.g., healthy vs. diseased), a meta-analysis can combine each study's signal log ratio (SLR) estimates in a meaningful way by taking the SLR as the effect size estimate. The SLR satisfies the criteria for an effect size (i.e., comparability of estimates, standardization to the same scale, and availability of a variance estimate). The SLR for a given gene represents the degree of differential expression between two conditions, and is directly comparable between labs since it estimates the same physical quantity. The SLR from Affymetrix is standardized in the sense that a SLR of zero means no differential expression is observed, and the algorithms used to produce the SLR place all SLR estimates on the same scale. Finally, a variance for the SLR estimate is provided by the Affymetrix algorithms [9, 10].
A general fixed effects model can be employed to perform a meta-analysis to estimate the true effect size (signal log ratio, SLR) θ_{ k }of gene k. In addition, the test of homogeneity can be evaluated to determine whether the n studies are in fact estimating the same true underlying value of θ_{ k }, i.e., whether θ_{1,k}= ... = θ_{n,k}. If this homogeneity assumption is found to be reasonable, then a test of significance can be considered to determine whether the true signal log ratio θ_{ k }is significantly different from zero (i.e., whether gene k is significantly differentially expressed between the two conditions). If the homogeneity assumption is deemed unreasonable, then the random effects model can be employed to account for inter-study variability.
Simulation example
In order to evaluate the usefulness of this meta-analytic approach, a simulation study was conducted. The purpose of this simulation study was to illustrate how the results of the meta-analysis compare with the actual ("truth") simulation setting. A simple simulation model was developed with the sole purpose of generating "raw" probe-level data with certain genes "known" to be differentially expressed. While this model may not account for all sources of possible variability, it is nonetheless adequate for the purposes of the current work.
Simulation model
"Raw" probe-level data were generated from a model assuming that mismatch intensities (MM) are random background noise, which is an underlying assumption of the Affymetrix approach [9]. Our investigation of real data indicated that mismatch intensities appear to follow a long-tailed Gamma distribution. Based on this, a random mismatch intensity is simulated for each probe l of each gene k such that MM_{ kl }~ Gamma(α, β), with mean and variance [19].
In this simulation, larger values of the shape parameter α indicate more signal being detected by mismatch probes, with the peak of the distribution of MM intensities being moved away from zero. Larger values of the scale parameter β make high MM intensities less likely by pulling in the tail of the distribution. For the purposes of this simulation, it was assumed that mismatch intensities did not vary across labs or treatments.
Once the background mismatch intensities were obtained, the perfect match (PM) intensities were generated via the model
Y_{ ijkl }= μ + L_{ i }+ G_{ k }+ P(G)_{(k)l}+ LG_{ ik }+ ρ_{ k }(T_{ j }+ LT_{ ij }+ TG_{ jk }+ LTG_{ ijk }+ TP(G)_{j(k)l}) + ε_{(ijk)l} (7)
where Y_{ ijkl }is the log_{2} of the PM - MM difference for probe l of gene k under treatment j in lab i. N labs were considered with each lab using the same two treatments. The term ρ_{ k }~ Bernoulli(p) is 1 if gene k is differentially expressed between conditions j = 1 and j = 2, and is 0 otherwise. The parameter p corresponds to the percentage of genes that are differentially expressed, with higher values resulting in more differentially expressed genes. In this model, L_{ i }is the effect of lab i, T_{ j }is the effect of treatment j, G_{ k }is the effect of gene k, P(G)_{(k)l}is the effect of probe l of gene k, ε_{(ijk)l}is a random error term, and the other terms are interaction effects. To introduce more between-lab variability, the error variance was allowed to be different in each lab. That is, ε_{(ijk)l}~ N(0, ) for the error terms in lab i. Each term (X) in the model is assumed to be a random effect from a N(0, ) distribution, except for the constant μ, the fixed effect T_{ j }, and the ρ_{ k }term. The parameters p, μ, T_{ j }, σ_{1}, ..., σ_{ N }, and σ_{ X }for X = L, G, P(G), LG, LT, TG, LTG, and TP(G) can be adjusted to introduce various sources of variability in the "observed" simulated data.
These simulated data can be used to generate "observed" SLR estimates for each gene in each lab. These "observed" SLR estimates can then be combined systematically in a meta-analysis. Note that the "true" SLR value for each gene can be obtained by using the same parameter values as in the simulation model but dropping all lab and error terms. Then the adaptive nature of the meta-analytic approach can be illustrated by comparing the "true" SLR values with the estimates from each lab and from the meta-analysis models.
Simulated data
Most SLR estimates were near zero (Figure 1c), indicating nondifferential expression, while some genes had larger absolute SLR's with smaller standard errors, an indication of significant differential expression. The data were simulated such that there were similar patterns between labs while allowing for lab differences, as evidenced by a comparison of the SLR's from two simulated labs (Figure 1d). While the estimates from the two simulated labs were clearly similar, there were obvious differences between the labs, although not as different as could be observed in real data. As a result, these two labs might produce slightly different lists of significantly differentially expressed genes. The simulation parameters can be adjusted to introduce varying degrees of difference between experiments, and this will affect the final claim made by the meta-analysis regarding statistical significance of differential expression.
Fixed effects meta-analysis results
When the False Discovery Rate (FDR) [24] was controlled at 0.05, 88 of the 1322 genes failed the homogeneity test. That is, there appeared to be significant interlaboratory differences, such that the laboratories did not appear to provide estimates of the same true degree of differential expression for all genes. This appeared to be true for genes across a wide range of fixed effects meta-analysis SLR estimates, as evidenced by the lack of a clear relationship between fixed-effects SLR estimates and homogeneity P-values (Figure 2b). As a result, the random effects meta-analysis model was deemed more appropriate to adjust for the lack of homogeneity.
Random effects meta-analysis results
Comparing simulated results and "truth"
Comparison of results from the simulated data. Comparison of numbers of genes in common declared significant (i.e., significantly differentially expressed) by simulated labs 1 through 6, the SLR-based fixed effexts and random effects meta-analyses, and the previously proposed P-value-based meta-analysis [2]. The (i, j)^{ th }element of this table is the number of genes declared significant by both lab i and lab j, with F here representing the fixed effects meta-analysis, R the random effects meta-analysis, and T the "truth" behind the simulation model. P represents the meta-analysis based on P-values [2]. Each lab (and meta-analysis) had the False Discovery Rate (FDR) controlled at 0.05.
Simulated Lab | Meta-Analysis | |||||||||
---|---|---|---|---|---|---|---|---|---|---|
1 | 2 | 3 | 4 | 5 | 6 | Fixed | Random | P-value | Truth | |
1 | 46 | 33 | 34 | 34 | 31 | 31 | 43 | 35 | 33 | 35 |
2 | 49 | 34 | 37 | 31 | 34 | 47 | 39 | 35 | 38 | |
3 | 54 | 34 | 32 | 36 | 44 | 41 | 38 | 41 | ||
4 | 51 | 30 | 35 | 48 | 38 | 35 | 39 | |||
5 | 44 | 32 | 39 | 37 | 34 | 37 | ||||
6 | 58 | 48 | 40 | 37 | 41 | |||||
F | 137 | 72 | 45 | 58 | ||||||
R | 72 | 45 | 56 | |||||||
P | 45 | 45 | ||||||||
T | 70 |
These results demonstrate how a meta-analysis handles discrepancies between labs. A meta-analysis can be useful in finding genes that are statistically significantly differentially expressed and not just declared significant by one or more labs due to random variation between labs. For example, lab 1 declared 46 genes significant and lab 2 declared 49 genes significant, but these two labs declared only 33 of the same genes significant (Table 1). These 33 are not necessarily the most significant in either lab. That is, the 33 are not necessarily the genes with the smallest lab 1 P-values or smallest lab 2 P-values, but are those genes with the smallest P-values from both labs. Alternatively, rather than considering all genes declared significant by any of the labs, the random effects meta-analysis combines information across all six labs in a well-structured manner and declares 72 genes significantly differentially expressed.
Integration-Driven Discovery (IDD)
One of the benefits of a meta-analysis is also one of the benefits of pooling raw data, that is the increased power to detect significant differences. It is possible that while a given gene is not declared significantly differentially expressed by any one lab, the combination of results across labs in a meta-analysis provides sufficient evidence to declare significant differential expression. Choi et al. [3] use the term "Integration-Driven Discovery" (IDD) to refer to a gene identified as differentially expressed by the results of a meta-analysis, but not identified as differentially expressed by any of the individual studies or labs. In this case, the term "integration" is used in the unification sense rather than the mathematical, since the results of several different studies are being integrated into a single meta-analysis.
Summary of results for the simulated data. Numbers of genes declared significant (i.e., significantly differentially expressed) by different numbers of labs and the fixed and random effects meta-analyses in the simulation example. The False Discovery Rate (FDR) for the meta-analyses and each lab separately was controlled at 0.05. There were 21 Integration-Driven Discoveries (IDD's) and 4 Integration-Driven Revisions (IDR's).
Fixed Effects Model | Random Effects Model | |||
---|---|---|---|---|
Num. of Labs Declaring | Number of Genes Declared | Number of Genes Declared | ||
Significance | Not Significant | Significant | Not Significant | Significant |
0 | 1152 | 51 | 1182 | 21 |
1 | 33 | 38 | 64 | 7 |
2 | 3 | 8 | 4 | 4 |
3 | 0 | 4 | 0 | 4 |
4 | 0 | 3 | 0 | 3 |
5 | 0 | 7 | 0 | 7 |
6 | 0 | 26 | 0 | 26 |
1188 | 137 | 1250 | 72 |
Integration-Driven Revision (IDR)
In the simulation results presented here, there were 4 genes declared significant by at least two of the simulated labs that were not declared significant by the random effects meta-analysis (Table 2). A closer examination of the SLR estimates for these particular genes (Figure 4d) revealed that while at least two of the labs individually declared the gene significant, the SLR estimates between the six labs differed sufficiently to make the variance of the meta-analysis SLR estimate large. This increased variance of the meta-analysis SLR estimate caused the meta-analysis to declare these genes not significant. In addition, some labs' variability estimates may be artificially low due to chance, thus forcing a false declaration of differential expression at the individual lab level. The random effects meta-analysis is able to account for this possibility by down-weighting overly influential results.
We introduce the term "Integration-Driven Revision" (IDR) to describe a gene identified as differentially expressed by multiple studies or labs, but determined by the results of a meta-analysis to be not differentially expressed. While multiple laboratories might promote such a gene for further study because of its large and significant effect size, the meta-analysis would conclude that, due to the inconsistencies in effect sizes across labs, the gene is not significantly differentially expressed. Whereas Integration-Driven Discoveries (IDD's) will tend to occur when 'small but consistent' [3] effect size estimates are combined, Integration-Driven Revisions (IDR's) will tend to occur when large but inconsistent effect size estimates are combined. Of the 4 IDR's made in this simulated study, 3 were not truly differentially expressed; that is, our simulation study made 3 true IDR's and 1 false IDR's.
As noted previously, the simulation parameters can be adjusted to introduce varying degrees of difference between experiments. Increased inter-laboratory variability, or greater inconsistency among effect size estimates, will tend to affect the numbers of IDD's and IDR's made by the meta-analysis. Because IDD's occur when effect size estimates are small but consistent and IDR's occur when effect size estimates are large but inconsistent, greater inter-laboratory variability will tend to result in fewer IDD's and more IDR's being made.
Real data example
Summary of observed data for the EAE example. A summary of the seven observed experiments involving EAE data to be combined in a meta-analysis.
Lab | Experiment ID | Base Sample | Experimental Sample | Chip Version |
---|---|---|---|---|
Offner | Of.1 | Of 1. Naive | Of1.EAE1 | MG_U74Av2 |
Offner | Of.2 | Of2.Naivel | Of2.EAEl | MG_U74Av2 |
Offner | Of.3 | Of2.Naive2 | Of2.EAE2 | MG_U74Av2 |
Carmody | Ca.1 | Ca.Naive1 | Ca.Acute1 | MG_U74A |
Carmody | Ca.2 | Ca.Naive2 | Ca.Acute2 | MG_U74A |
Ibrahim | Ib.A | Ib.ControlA | Ib.PeakA | Mu11KsubA |
Ibrahim | Ib.B | Ib.ControlB | Ib.PeakB | Mu11KsubB |
The use of different Affymetrix chip versions presents a non-trivial challenge in comparing and combining results across laboratories. The same gene may be represented on two different chip versions, and yet the names reported by the two chips may differ. Also, different sets of probes may represent the same gene on different chip versions, resulting in different probe set names on different chip versions. For example, the gene 1200011I18Rik on chip Mu11KsubA is identified by Probe Set ID AA000151_at, while on chip MG_U74Av2 it is Probe Set ID 104759_at. Furthermore, different chip versions may have different sets of genes represented on them. In order to combine the results across labs (and consequently, across chip versions), each gene must have a "name" recognized by all chips in the meta-analysis.
Previous meta-analyses of microarray results ([2, 6], for example) have relied on Unigene cluster numbers to essentially achieve a uniform gene naming scheme across chip versions and platform types. Other recent work [30] proposed combining raw data from common probes into new probesets based on Unigene clusters. Because the focus of the current work is on combining the results of the Affymetrix algorithms, SLR estimates corresponding to the same Unigene cluster numbers are combined across all experiments. This approach will allow a gene to have multiple SLR estimates (corresponding to different original probe set names) from the same experiment. The Unigene number corresponding to each probe set on an array is available through the NetAffx feature [31] of the Affymetrix website [8].
Comparison of results from the EAE example. Comparison of numbers of genes in common declared significant (i.e., significantly differentially expressed) by the observed experiments, the SLR-based fixed effects and random effects meta-analyses, and the previously proposed P-value-based meta-analysis [2]. Each experiment (and meta-analysis) had the False Discovery Rate (FDR) controlled at 0.05.
Observed Experiment ID | Meta-Analysis | |||||||||
---|---|---|---|---|---|---|---|---|---|---|
Ib.A | Ib.B | Ca.1 | Ca.2 | Of.1 | Of.2 | Of.3 | Fixed | Random | P-value | |
Ib.A | 2952 | 402 | 1327 | 1253 | 1474 | 1354 | 1349 | 2336 | 1216 | 265 |
Ib.B | 2902 | 996 | 950 | 1093 | 1067 | 1065 | 2456 | 1546 | 236 | |
Ca.1 | 4471 | 2834 | 2797 | 2476 | 2461 | 3548 | 1555 | 402 | ||
Ca.2 | 4165 | 2646 | 2301 | 2324 | 3243 | 1464 | 333 | |||
Of.1 | 5001 | 2763 | 2807 | 3834 | 1578 | 355 | ||||
Of.2 | 4911 | 3035 | 3669 | 1344 | 335 | |||||
Of.3 | 5041 | 3728 | 1289 | 305 | ||||||
F | 8263 | 3623 | 388 | |||||||
R | 3671 | 205 | ||||||||
P | 453 |
Summary of results from the EAE example. Numbers of genes declared significantly differentially expressed by different numbers of experiments and the fixed and random effects meta-analyses in the observed data example. The False Discovery Rate (FDR) for the meta-analyses and each experiment separately was controlled at 0.05. There were 65 Integration-Driven Discoveries (IDD's) and 5518 Integration-Driven Revisions (IDR's). There were 32 IDR's that had been declared significantly differentially expressed by all seven experiments.
Fixed Effects Model | Random Effects Model | |||
---|---|---|---|---|
Number of Experiments Declaring | Number of Genes Declared | Number of Genes Declared | ||
Significance | Not Significant | Significant | Not Significant | Significant |
0 | 1792 | 301 | 2028 | 65 |
1 | 804 | 2265 | 1558 | 1511 |
2 | 749 | 1409 | 1869 | 289 |
3 | 625 | 1512 | 1662 | 475 |
4 | 328 | 1319 | 1084 | 563 |
5 | 152 | 908 | 617 | 443 |
6 | 54 | 464 | 254 | 264 |
7 | 8 | 85 | 32 | 61 |
4512 | 8263 | 9104 | 3671 |
Discussion
Before any clinical decision is made based on the results of a meta-analysis, a biological validation of the results should be performed. Microarray technology is well-suited for hypothesis generation, and a meta-analysis can be used to effectively combine results across multiple laboratories to refine the list of candidate genes deserving biological validation. This approach will tend to yield more informative results when each lab has used biological and technical replicates in their experimental design [32]. The use of replicates at the laboratory level provides both added power to detect differential expression and more precise estimation of the true degree of differential expression for each gene under consideration.
The model used to generate data for the simulation example can be adjusted to account for various sources of variation and relationships between genes. It is of great interest to investigate how such relationships affect the outcome of a meta-analytic approach. An extension of the fixed effects and random effects models to the hierarchical Bayes approach is also being investigated with the hope of improving the meta-analysis approach as applied to microarrays and to incorporate prior knowledge. Included in this extension is the use of covariates in the meta-analysis framework to account for known differences between labs and the appropriate modeling of possible dependence among effect size estimates. We feel the use of covariates will provide insight into the effects of different labs, tissues, and microarray platforms on the observed differential expressions of genes. Separating out the effects of these covariates will facilitate the identification of those genes which are differentially expressed between two conditions rather than appearing differentially expressed due to external influences such as lab, tissue, or platform. For example, the differences observed between experiments from the same laboratory (Table 4) may be explained by differences in mouse strain or tissue sample, and the inclusion of covariate information in the model would adjust for this.
In the examples presented here, all studies involved used the Affymetrix platform and the data were summarized using the same normalization strategy with the MAS 5.0 algorithm [11]. When multiple studies have employed different platforms (such as cDNA and other oligonucleotide arrays) or normalization strategies, then some adjustments to the approach presented here will be necessary. In particular, a readily-available quantitative measure of differential expression common to all platforms involved is needed. In addition, it will be of great interest to consider the effect of a platform covariate in the extended meta-analysis model.
Although we have demonstrated our approach using both simulated rat data and real observed data from essentially genetically homogeneous mice, its utility with human data is of great interest. Along with the increased variability in human data comes an increase in the information about each individual subject and subpopulation. Therefore the incorporation of such covariate information is an important subject of our future work. We anticipate that the use of covariate information with human data will be particularly informative in identifying biologically significant subpopulations - for example, in identifying genes that are related to a disease in one subpopulation but not in another.
Conclusion
The signal log ratio (SLR), automatically reported by MAS 5.0 [11], is naturally suited to serve as an effect size estimate in a meta-analysis of results from multiple laboratories. In order to perform a meta-analysis of microarray results as presented here, the following components are needed for each probe set from each experiment: the corresponding Unigene ID, the SLR estimate, and the estimated variance of the SLR estimate. The random effects meta-analysis model is better suited than the fixed effects model for the analysis of microarray results because of the lack of homogeneity of effects from different laboratories. Genes not declared significantly differentially expressed by any single lab but then declared significantly differentially expressed by the meta-analysis are referred to as Integration-Driven Discoveries, or IDD's [3]. In addition to the identification of IDD's, our meta-analysis method identified genes declared significantly differentially expressed by multiple (and possibly all) laboratories but not significantly differentially expressed by the meta-analysis. These genes are referred to as Integration-Driven Revisions, or IDR's. The simulation example demonstrated how the final SLR estimates from the meta-analysis models tend to be much closer to the "true" SLR values than do the SLR estimates from any single lab. These meta-analytic approaches to microarray results provide a systematic method to combine results from different laboratories with the purpose of gaining clearer insight into the true degree of differential expression for each gene.
Declarations
Acknowledgements
We thank Drs. Robert Meisel (Purdue University) and Paul Mermelstein (University of Minnesota) for use of their RN_U34 Affymetrix data that provided our simulation parameters. We also thank Drs. Halina Offner (Oregon Health Sciences University), Ruaidhrí J. Carmody (University of Pennsylvania School of Medicine), and Saleh M. Ibrahim (University of Rostock), as well as their colleagues, for providing access to their raw Affymetrix data. We also thank two anonymous reviewers for their helpful suggestions to improve this work.
Authors’ Affiliations
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