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Rmd 565210c Dave Tang 2025-01-10 TL;DR section
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Rmd 2e3db9a Dave Tang 2025-01-08 Regression model for covariates
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Rmd abe2d86 Dave Tang 2025-01-08 Design matrices for gene expression experiments

A guide to creating design matrices for gene expression experiments.

Motivation

Understand:

  1. How to set up an appropriate model via design matrices and
  2. How to set up comparisons of interest via contrast matrices.

TL;DR

A design matrix is used to define the form of a statistical model and to store observed values of the explanatory variable(s). It is used in the computation process to estimate model parameters. The model.matrix() function from the base R {stats} package can be used to construct design matrices.

group <- as.factor(c(1,1,1,2,2,2))
design <- model.matrix(~0+group)
design
  group1 group2
1      1      0
2      1      0
3      1      0
4      0      1
5      0      1
6      0      1
attr(,"assign")
[1] 1 1
attr(,"contrasts")
attr(,"contrasts")$group
[1] "contr.treatment"

In the design matrix, rows are associated with samples and columns are associated with model parameters.

Contrasts can be created using limma::makeContrasts().

contrasts <- limma::makeContrasts(group1-group2, levels=colnames(design)) 
contrasts
        Contrasts
Levels   group1 - group2
  group1               1
  group2              -1

In the matrix, rows are associated with model parameters and columns represent a contrast of interest. A contrast matrix is used in conjunction with a design matrix to calculate specific values of interest between estimated parameters.

Introduction

Gene expression will be the response variable, i.e., dependent variable, which is the variable that we are trying to predict or explain. The variables that influence the expression will be the explanatory variables, i.e., independent variables.

The modelling process requires the use of a design matrix (or model matrix) that has two roles:

  1. It defines the form of the model, or structure of the relationship between genes and explanatory variables, and
  2. It is used to store values of the explanatory variable(s).

In the modelling process, a single design matrix is defined and then simultaneously applied to each and every gene in the dataset.

Regression model for covariates

Consider two types of explanatory variables: “covariates” and “factors”. Covariates contain numerical values that are quantitative measurements associated with samples in the experiment. These can be the age or weight of an individual. For covariates, it is generally of interest to know the rate of change between the response and the covariate, such as “how much does the expression of a particular gene increase/decrease per unit increase in age?”. We can use a straight line to model, or describe, this relationship, which takes the form of

\[expression = \beta_0 + \beta_1age\]

where the line is defined by \(\beta_0\) the y-intercept and \(\beta_1\) the slope. In this model, the age covariate takes continuous, numerical values such as 0.8, 1.3, 2.0, 5.6, and so on. We refer to this model generally as a regression model, where the slope indicates the rate of change, or how much gene expression is expected to increase/decrease by per unit increase of the covariate.

The y-intercept and slope of the line, or the \(\beta\)s (\(\beta_0\) and \(\beta_1\)), are referred to as the model parameters. The true values of the parameters are unknown, but are estimated in the modelling process. A positive estimate of a model parameter indicates that an explanatory variable has a positive influence on gene expression (an increasing slope), whilst a negative value indicates that the explanatory variable has a negative influence on gene expression (a decreasing slope). In some cases, one may convert the age covariate into a factor by categorising the smaller values as “young” and larger values as “mature”, and instead use the models described below.

Dependencies

Install {limma} using BiocManager::install().

if (!require("BiocManager", quietly = TRUE))
    install.packages("BiocManager")

BiocManager::install("limma")

sessionInfo()
R version 4.4.1 (2024-06-14)
Platform: x86_64-pc-linux-gnu
Running under: Ubuntu 22.04.5 LTS

Matrix products: default
BLAS:   /usr/lib/x86_64-linux-gnu/openblas-pthread/libblas.so.3 
LAPACK: /usr/lib/x86_64-linux-gnu/openblas-pthread/libopenblasp-r0.3.20.so;  LAPACK version 3.10.0

locale:
 [1] LC_CTYPE=en_US.UTF-8       LC_NUMERIC=C              
 [3] LC_TIME=en_US.UTF-8        LC_COLLATE=en_US.UTF-8    
 [5] LC_MONETARY=en_US.UTF-8    LC_MESSAGES=en_US.UTF-8   
 [7] LC_PAPER=en_US.UTF-8       LC_NAME=C                 
 [9] LC_ADDRESS=C               LC_TELEPHONE=C            
[11] LC_MEASUREMENT=en_US.UTF-8 LC_IDENTIFICATION=C       

time zone: Etc/UTC
tzcode source: system (glibc)

attached base packages:
[1] stats     graphics  grDevices utils     datasets  methods   base     

other attached packages:
 [1] lubridate_1.9.3 forcats_1.0.0   stringr_1.5.1   dplyr_1.1.4    
 [5] purrr_1.0.2     readr_2.1.5     tidyr_1.3.1     tibble_3.2.1   
 [9] ggplot2_3.5.1   tidyverse_2.0.0 workflowr_1.7.1

loaded via a namespace (and not attached):
 [1] sass_0.4.9        utf8_1.2.4        generics_0.1.3    stringi_1.8.4    
 [5] hms_1.1.3         digest_0.6.37     magrittr_2.0.3    timechange_0.3.0 
 [9] evaluate_1.0.1    grid_4.4.1        fastmap_1.2.0     rprojroot_2.0.4  
[13] jsonlite_1.8.9    processx_3.8.4    whisker_0.4.1     limma_3.62.1     
[17] ps_1.8.1          promises_1.3.0    httr_1.4.7        fansi_1.0.6      
[21] scales_1.3.0      jquerylib_0.1.4   cli_3.6.3         rlang_1.1.4      
[25] munsell_0.5.1     withr_3.0.2       cachem_1.1.0      yaml_2.3.10      
[29] tools_4.4.1       tzdb_0.4.0        colorspace_2.1-1  httpuv_1.6.15    
[33] vctrs_0.6.5       R6_2.5.1          lifecycle_1.0.4   git2r_0.35.0     
[37] fs_1.6.4          pkgconfig_2.0.3   callr_3.7.6       pillar_1.9.0     
[41] bslib_0.8.0       later_1.3.2       gtable_0.3.6      glue_1.8.0       
[45] Rcpp_1.0.13       statmod_1.5.0     xfun_0.48         tidyselect_1.2.1 
[49] rstudioapi_0.17.1 knitr_1.48        htmltools_0.5.8.1 rmarkdown_2.28   
[53] compiler_4.4.1    getPass_0.2-4