%\VignetteIndexEntry{Detection of de novo copy number alterations in case-parent trios}
%\VignetteDepends{VanillaICE}
%\VignetteKeywords{MinimumDistance, copy number, SNP, case-parent trios, de novo}
%\VignettePackage{MinimumDistance}
\documentclass{article}
\usepackage{graphicx}
%\usepackage[utf8]{inputenc}
%\usepackage[T1]{fontenc}
\usepackage{natbib}
\usepackage{url}
\usepackage{amsmath}
\usepackage{amssymb}
\newcommand{\Rfunction}[1]{{\texttt{#1}}}
\newcommand{\Rmethod}[1]{{\texttt{#1}}}
\newcommand{\Rcode}[1]{{\texttt{#1}}}
\newcommand{\Robject}[1]{{\texttt{#1}}}
\newcommand{\Rpackage}[1]{{\textsf{#1}}}
\newcommand{\Rclass}[1]{{\textit{#1}}}
\newcommand{\R}{\textsf{R}}
\newcommand{\md}{\Rpackage{MinimumDistance}}
\newcommand{\F}{\mathrm{F}}
\newcommand{\M}{\mathrm{M}}
\newcommand{\Of}{\mathrm{O}}
\newcommand{\RR}{\mathrm{LR}}
\newcommand{\LR}{\mathrm{LR}}
\newcommand{\Blrr}{\mbox{\boldmath $R$}}
\newcommand{\Bbaf}{\mbox{\boldmath $B$}}
\newcommand{\logRratio}{$\log_2$ R ratio}
\newcommand{\lrrlong}{$\log_2$ R ratio}
\newcommand{\blrr}{\mbox{\boldmath $r$}}
%\newcommand{\bbaf}{\mbox{\boldmath $b$}}
\newcommand{\baf}{B allele frequency}
\newcommand{\bafs}{B allele frequencies}
\newcommand{\tsl}{trioSetList}
\newcommand{\ts}{trioSet object}
\newcommand{\mindist}{\ensuremath{\mbox{\boldmath $d$}}}
\DeclareMathOperator{\I}{\mathbb{I}}
\usepackage[margin=1in]{geometry}


\title{Detection of de novo copy number alterations in case-parent
  trios using the \R{} package \md{}}
\date{\today}

\author{Moiz Bootwalla and Rob Scharpf}

\begin{document}
\maketitle

<<setup, echo=FALSE, results=hide>>=
options(prompt="R> ", continue=" ", device=pdf, width=65)
@

\begin{abstract}

  For the analysis of case-parent trio genotyping arrays, copy number
  variants (CNV) appearing in the offspring that differ from the
  parental copy numbers are often of interest (de novo CNV). This
  package defines a statistic, referred to as the minimum distance,
  that can be useful for identifying de novo copy number alterations
  in the offspring. We smooth the minimum distance using the circular
  binary segmentation algorithm implemented in the Bioconductor
  package \Rpackage{DNAcopy}.  Trio copy number states are inferred
  from the maximum a posteriori probability of the segmented data,
  incorporating information from the log R ratios and B allele
  frequencies.  As both log R ratios and B allele frequencies can be
  estimated from Illumina and Affymetrix arrays, this package supports
  de novo copy number inference in both platforms.

\end{abstract}


\section{Introduction}

There are numerous \R{} packages available from Bioconductor for
smoothing copy number alterations.  For example, the biocview
\texttt{CopyNumberVariants} in the 2.9 release of Bioconductor lists
27 packages.  For the analysis of germline diseases, hidden Markov
models have emerged as a popular tool as inference regarding the
latent copy number state incorporates information from both the
estimates of copy number (or relative copy number) and the allelic
frequencies, such as the B allele frequency \citep{Peiffer2006} or
genotype calls \citep{Colella2007, Wang2008, Scharpf2008}. For the
analysis of somatic cell diseases such as cancer, algorithms that
segment the genome into regions of constant copy number (referred to
here as segmentation algorithms) may be more preferable for the
detection of copy number aberrations (CNA) as a mixture of cells with
different copy numbers give rise to mosaic (non-integer) copy numbers.
Examples include circular binary segmentation implemented in the \R{}
package \Rpackage{DNAcopy} and the \Rpackage{GLAD}, both of which were
orginally developed for array CGH platforms
\cite{Olshen2004,Hupe2004,Venkat2007}.  One disadvantage of
segmentation algorithms is that inference regarding duplication and
deletions is not directly available.

More recently, HMMs and segmentation algorithms have been developed
for inferring common regions of copy number alterations in multiple
samples.  However, relatively few algorithms are available for
inferring copy number alterations, especially de novo copy number
alterations, in family-based study designs involving case-parent
trios. Instead, a common strategy has been a two-step approach of
identifying copy number alterations in the individual samples and then
comparing the results across samples to infer whether an alteration
observed in the offspring is de novo.  A disadvantage of the two-step
approach is that unadjusted sources of technical variation, such as
waves, can contribute to false positives.  To our knowledge, the joint
HMM implemented in the PennCNV software is the only software to date
that provides direct inference regarding de novo alterations in case
parent study designs.

This package develops an alternative framework for inferring regions
of de novo copy number alterations in case-parent trios.  Like
PennCNV, inference regarding de novo alterations integrates
information from both the log R ratios and B allele
frequencies. Differences in the two approaches are most apparent in
non-HapMap experimental datasets in which technical and experimental
sources of variation appear to contribute to a large number of false
positives.

This vignette describes the analysis pipeline from preprocessed and
normalized estimates of copy number and allele frequencies to
inference regarding de novo copy number alterations.  The workflow is
illustrated using publicly available HapMap trios assayed on the
Illumina 610quad array.  Section \ref{smoothing} outlines two
approaches for processing the data: Section \ref{option1} describes a
pipeline in which a list of files are provided as input and the output
is a \Robject{RangedDataCBS} object of genomic intervals and the
inference for the trio copy number state; Section \ref{option2}
provides a more detailed workflow in which intermediate data
structures are created to facilitate visualization of the low-level
copy number summaries along with inference from the
\Rpackage{MinimumDistance} algorithm. Details regarding the
intermediate data structures and visualization are described in
Sections \ref{option2} and \ref{viz}, respectively.  Where
possible, we have adopted standard data structures for encapsulating
the low-level data (\Robject{eSet} extensions) and the segmented data
(\Robject{RangedData} extensions).

\section{Large data applications and parallel processing}

A separate vignette for using \Rpackage{MinimumDistance} with large
datasets is forthcoming.  For now, we remark that the discussion
regarding the infrastructure for large data support and
parallelization in the \R{} package \Rpackage{oligoClasses} is
similar.  In particular, to use a cluster we check for three
requirements: 1) 'ff' is loaded; 2) 'snow' is loaded; and 3) the
'cluster' option is set. For example, in the following unevaluated
code chunk would enable large data support and parallelization with 22
worker nodes. Finally, a check that the three requirements are
satisfied is obtained with the function \Rfunction{parStatus} in the
\Rpackage{oligoClasses} package.

<<enableLD, eval=FALSE>>=
library(snow)
library(doSNOW)
library(oligoClasses)
cl <- makeCluster(22, type="SOCK")
registerDoSNOW(cl)
parStatus()
@

Had we executed the preceding code chunk, the output from this
vignette would be more or less the same.  However, the containers for
storing the low level copy number summaries and allele frequencies
would contain \Rpackage{ff}-objects and many of the
chromosome-specific tasks that can easily be parallelized such as
segmentation and the posterior calling steps would be split to
multiple workers.

When parallelization is not enabled, one may want to 'register' the
backend so that annoying warning messages do not appear during
processing.  This is accomplished using the function
\Rfunction{registerDoSEQ} in the \Rpackage{foreach} package.

<<registerBackend>>=
library(oligoClasses)
library(MinimumDistance)
foreach::registerDoSEQ()
@


\section{Detection of de novo copy number}
\label{smoothing}

There are two options for processing.  Section \label{option1}
provides a simple pipeline for reading a list of files containing log
R ratios and B allele frequencies and returning the segmented data
with the trio copy number calls.  The second option in
Section \label{option2} provides a more detailed workflow of de novo
copy number analysis with intermediate data structures useful for
storing the log R ratios and B allele frequencies in a manner than can
be easily accessed for subsequent plotting.  The latter can be
particularly useful for visual inspection of the trio copy number
calls.

\subsection{Simple Usage: generating ranged data with posterior calls}
\label{option1}

Here, we illustrate a simple pipeline for reading in BeadStudio files
and returning a list of genomic ranges.  There are 3 BeadStudio files
provided with the \Rpackage{MinimumDistance} package -- one for the
father (``F.txt''), mother (``M.txt''), and offspring (``O.txt''). In
order to keep the size of the \Rpackage{MinimumDistance} package
small, these files contain data for only 1000 markers.

<<filenames>>=
path <- system.file("extdata", package="MinimumDistance")
fnames <- list.files(path, pattern=".txt")
fnames
@

Before reading the data, we create a \Robject{data.frame} indicating
the filenames for the father, mother, and offspring. In the following
codechunk, we have a single file for the father, mother, and offspring
(one trio). For processing multiple trios, the arguments to
\Rfunction{data.frame} can be vectors where the ith element in each
vector are the files for one trio.

<<pedigreeInfo>>=
pedigreeInfo <- data.frame(F="F.txt", M="M.txt", O="O.txt")
@

\noindent Note that the sample identifiers for father and mother can
be duplicated, but the offspring sample identifiers must be unique. We
encapsulate this information more formally in an S4 class called
\Rclass{Pedigree} and use the \Rfunction{Pedigree} constructor to
generate an instance of the class:

<<pedigreeConstructor>>=
ped <- Pedigree(pedigreeInfo)
ped
@

The function \Rfunction{callDenovoSegments} reads the BeadStudio files
using information contained in the \Robject{ped} object, computes the
minimum distance (see Section \ref{option2}), segments the minimum
distance using circular binary segmentation, and calls the trio copy
number state using the maximum posterior probability.

<<callDenovoSegments>>=
map.segs <- callDenovoSegments(path=path,
			       pedigreeData=ped,
			       cdfname="human610quadv1b",
			       chromosome=1,
			       segmentParents=FALSE,
			       genome="hg18")
@

The object returned by \Rfunction{callDenovoSegments} is an object of
class \Robject{RangedDataHMM}. The numeric $xyz$ trio state symbol
indicates that the father has $x$ copies, the mother has $y$ copies,
and the offspring has $z$ copies.  For example, the symbol for state
'321' would indicate a single copy duplication for the father, diploid
copy number for the mother, and a hemizygous deletion in the
offspring.  In the above example, de novo copy number alterations were
not detected and the state '222' indicates that the father, mother,
and offspring appear to be diploid for the interval beginning at
\Sexpr{start(map.segs)} bp and ending at \Sexpr{end(map.segs)}.


\subsection{Pipeline using intermediate data strutures for storing log
R ratios and B allele frequencies}
\label{option2}

This section describes a pipeline that permits the user to manipulate
and plot intermediate data structures.

\paragraph{Instantiating a \Robject{TrioSetList} object}.

A key design consideration for data structures that capture
information on the low-level copy number and allele frequencies is
that the `unit' of our analysis is a trio.  A common query is to
access the low level statistical summaries for a set of markers for
all members in a trio. By organizing statistical summaries in arrays
with dimension \texttt{feature x trios x family member} such queries
are straightforward.  As the number of trios in a typical genome-wide
association study may exceed 1000, it may be impractical to store the
low-level summaries in a single array. To make the size of the arrays
more manageable and to facilitate parallelization, we organize the
low-level summaries by chromosome using the \Rclass{TrioSetList}
class. The \Rclass{TrioSetList} class has a slot for storing an object
of class \Robject{Pedigree} (discussed previously), as well as slots
for storing sample-level covariates on the offspring
(\Robject{phenoData}), mother (\Robject{motherPhenoData}), and the
father (\Robject{fatherPhenoData}).  Often technical, experimental,
and phenotypic covariates for the samples in an experiment are stored
in a single tab-delimited file in which columns are covariates and
rows are samples.  Such a spreadsheed can be read into \R{} as a
\Robject{data.frame}. Supplying such a \Robject{data.frame} to the
argument \Robject{sample.sheet} in the \Rfunction{TrioSetList}
constructor function will build \Robject{AnnotatedDataFrame} objects
for father, mother, and offspring, extracting the appropriate rows
(samples) from the \Robject{data.frame}.  For example, in the
following codechunk we load a \Robject{data.frame} called
`sample.sheet' and pass the \Robject{sample.sheet} object to the
\Rfunction{TrioSetList} constructor.  In addition, we load a matrix of
log R ratios and a matrix of B allele frequencies.  The matrices for
the log R ratios and B allele frequences contain only 25 markers for
each chromosome as the intent is to illustrate the steps required for
initializing a data structure of the \Robject{TrioSetList} class.
Using the information stored in the \Robject{Pedigree} class, the
matrices are transformed to 3-dimensional arrays and stored in the
\Robject{assayDataList} slot of the \Rclass{TrioSetList} class. It is
important that the column identifiers for the log R ratio and B allele
frequency matrices correspond to sample identifiers in the
\Robject{Pedigree} object.  Accessors \Rfunction{lrr} and
\Rfunction{baf} are available for extracting the list of arrays for
the log R ratios and B allele frequencies.

<<constructSampleSheet>>=
library(human610quadv1bCrlmm)
path <- system.file("extdata", package="MinimumDistance")
load(file.path(path, "pedigreeInfo.rda"))
load(file.path(path, "sample.sheet.rda"))
load(file.path(path, "logRratio.rda"))
load(file.path(path, "baf.rda"))
stopifnot(colnames(logRratio) %in% allNames(Pedigree(pedigreeInfo)))
nms <- paste("NA",substr(sample.sheet$Sample.Name, 6, 10),sep="")
trioSetList <- TrioSetList(lrr=logRratio, ## must provide row.names
			   baf=baf,
			   pedigree=Pedigree(pedigreeInfo),
			   sample.sheet=sample.sheet,
			   row.names=nms,
			   cdfname="human610quadv1bCrlmm",
			   genome="hg18")
show(trioSetList)
@

\paragraph{Segmentation and posterior calls.}  To keep the size of the
\Rpackage{MinimumDistance} package small, the \Robject{trioSetList}
object created in the previous section contained only 25 markers for
each of the 22 autosomes.  While useful for illustrating construction
of the \Rclass{TrioSetList} class, there are too few markers included
in the example to illustrate the smoothing and posterior calling
algorithm for detecting de novo copy number events. To demonstrate
these steps, we load a \Robject{TrioSetList} object containing several
thousand markers for chromosomes 7 and 22 for 2 HapMap trios:

<<loadTrioSetListExample>>=
data(trioSetListExample)
@

For a given trio, the signed minimum absolute difference of the
offspring and parental \lrrlong{}s (\blrr{}) is defined as

\begin{eqnarray}
  \label{eq:distance} \mindist &\equiv& \left(\blrr_\Of - \blrr_\M\right)
\times \I_{[\left|\blrr_\Of - \blrr_\F\right| > \left|\blrr_\Of -
      \blrr_\M\right|]} + \left(\blrr_\Of - \blrr_\F\right) \times
  \I_{[\left|\blrr_\Of - \blrr_\F\right| \leq \left|\blrr_\Of - \blrr_\M\right|
    ]}.
\end{eqnarray}

Computation of $\mindist$ by the function \Rfunction{calculateMindist}
is vectorized in \R{}:

<<computeMinimumDistance>>=
md <- calculateMindist(lrr(trioSetList))
@

The circular binary segmentation algorithm implemented in the \R{}
package \Rpackage{DNAcopy} can be used to smooth the minimum distance
estimates.  The method \Rfunction{segment2} is a wrapper to the
\Rfunction{CNA.smooth} and \Rfunction{segment} functions defined in
\Rpackage{DNAcopy}.  Additional arguments to the \Rfunction{segment}
function can be passed through the \texttt{...}  argument in
\Rfunction{segment2}, allowing users to modify the segmentation from
the default values in \Rpackage{DNAcopy}.

<<segmentMinimumDistance,results=hide>>=
md.segs <- segment2(object=trioSetList, md=md)
@

The object returned by the \Rfunction{segment2} method is an object of
class \Robject{RangedDataCBS}.

<<showMd.Segs>>=
head(md.segs)
@

If the offspring copy number changes within a minimum distance segment
(as determined by the segmentation of the offspring copy number), the
start and stop position of the minimum distance segments may be
edited.  The approach currently implemented is to define a new start
and stop position if a breakpoint for the offspring segmentation
occurs in the minimum distance interval. To illustrate, the following
diagram uses vertical dashes (\texttt{|}) to denote breakpoints:

\begin{verbatim}
1 ...--|--------------|--...     ## minimum distance segment (before editing)
2 ...----|--------|------...     ## segmenation of log R ratios for offspring

->

3 ...--|-|--------|---|--...     ## after editing
\end{verbatim}

\noindent In the above illustration, posterior calls are provided for
the 3 segments indicated in line 3 instead of the single segment in
line 1.  Two additional steps are therefore required: (1) segmentation
of the offspring log R ratios and (2) editing of the minimum distance
breakpoints when appropriate. The following codechunk, segments the
log R ratios for all chromosomes in the \Robject{trioSetList} object.
For purposes of visualization, we also segment the parental log R
ratios:

<<segmentLRR,results=hide>>=
lrr.segs <- segment2(trioSetList, segmentParents=TRUE)
@

Minimum distance segments with a mean absolute value greater than 1
median absolute deviation from zero are edited using the
\Rfunction{narrow}:

<<narrow,results=hide>>=
mads.md <- mad2(md, byrow=FALSE)
md.segs2 <- narrow(md.segs, lrr.segs, thr=0.75, mad.minimumdistance=mads.md, fD=featureData(trioSetList), genome="hg18")
@

To each range (segment) the maximum posterior probability and the
posterior probability of the normal range are computed using the
function \Rfunction{computeBayesFactor}.

<<computeBayesFactor,results=hide>>=
##trace(MinimumDistance:::joint4, browser)
map.segs <- computeBayesFactor(object=trioSetList, ranges=md.segs2)
show(map.segs)
@

We remark that the \Rfunction{computeBayesFactor} method can be
applied to a single interval.  For example,

<<computeBayesFactorOneRange>>=
computeBayesFactor(trioSetList, md.segs2[1, ])
@

The ratio of posterior probabilities can be used to rank genomic
ranges by the evidence for a de novo copy number alteration.  Note
that physically adjacent genomic ranges in a sample that are assigned
the same copy number state will be collapsed into a single range by
the \Rfunction{computeBayesFactor} function.

\subsection{Visualizations}
\label{viz}

The \R{} package \Rpackage{VanillaICE} contains methods for
visualizing \Rclass{RangedData} objects that build on the
infrastructure in the \Rpackage{lattice} package.  Visualizations for
trios will extend these methods and are currently under
development. Here, we provide a quick example using a function and a
lattice-style panel function that are not currently exported.

<<triofig>>=
rd.denovoDel <- map.segs[state(map.segs) == 221 & numberProbes(map.segs) > 5, ]
rd <- rd.denovoDel[1, ]
CHR <- match(as.character(chromosome(rd)), paste("chr",chromosome(trioSetList), sep=""))
S <- match(sampleNames(rd), sampleNames(trioSetList))
trioSet <- trioSetList[[CHR]][, S]
mindist(trioSet) <- md[[CHR]][, S, drop=FALSE]
frame <- 100e3
fig <- xyplotTrio(rd=rd,
		  object=trioSet,
		  frame=frame,
		  ylab="log R ratio",
		  xlab="physical position (Mb)",
		  panel=xypanelTrio,
		  lrr.segments=lrr.segs,
		  md.segments=md.segs,
		  col.hom="grey50",
		  col.het="grey50",
		  col.np="grey20",
		  cex=0.3,
		  layout=c(1, 4),
		  ylim=c(-3, 1.5),
		  scales=list(cex=0.7, x=list(relation="same"),
		  y=list(alternating=1,
		  at=c(-1, 0, log2(3/2), log2(4/2)),
		  labels=expression(-1, 0, log[2](3/2), log[2](4/2)))),
		  par.strip.text=list(cex=0.7),
		  state.col="black",
		  segment.col="black",
		  state.cex=0.8,
		  key=list(text=list(c(expression(log[2]("R ratios")), expression("B allele freqencies")),
			   col=c("grey50", "blue")), columns=2))
@

The final graphic is displayed in Figure \ref{fig:trioplot}.

<<displayFigure>>=
pdf("MinimumDistance-displayFigure.pdf")
print(fig)
dev.off()
@

\begin{figure}[t]
  \centering
  \includegraphics[width=\textwidth]{MinimumDistance-displayFigure}
  \caption{\label{fig:trioplot} The log R ratios (grey) and B allele
    frequencies (blue) for the parent-offspring trio, as well as the
    minimum distance (bottom panel).  The solid vertical lines in the
    bottom panel indicate the start and stop positions of an inferred
    de novo hemizygous deletion in the offspring (state '221').  }
\end{figure}



\section{Session information}
<<sessionInfo, results=tex>>=
toLatex(sessionInfo())
@

\bibliography{MinimumDistance}{}
\bibliographystyle{plain}

\end{document}
