Biology 559R: Introduction to Phylogenetic Comparative Methods Topics for this week (Jan 27 & 29):

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Biology 559R: Introduction to Phylogenetic Comparative Methods Topics for this week (Jan 27 & 29): Statistical estimation of models of sequence evolution Phylogenetic inference using maximum likelihood: RAxML and Garli 1

Models of Molecular Evolution All methods of phylogenetic inference (tree estimation) make assumptions about how sequences diversified overtime. The most basic process of molecular evolution is the substitution of one nucleotide by other during a given evolutionary time. Yang & Rannala (2012) Nature Reviews Genetics 13, 303-314

Models of Molecular Evolution All methods of phylogenetic inference (tree estimation) make assumptions about how sequences diversified overtime. The most basic process of molecular evolution is the substitution of one nucleotide by other during a given evolutionary time. And the fact that some changes are more common Transitions Yang & Rannala (2012) Nature Reviews Genetics 13, 303-314

Models of Molecular Evolution All methods of phylogenetic inference (tree estimation) make assumptions about how sequences diversified overtime. The most basic process of molecular evolution is the substitution of one nucleotide by other during evolutionary time. And the fact that some changes are more common and others more rare Transversions Yang & Rannala (2012) Nature Reviews Genetics 13, 303-314

Models of Molecular Evolution To infer models of molecular evolution, we need to compare at least two sequences that descended from a common ancestral sequences at some point in the past (i.e., all living organisms share a common ancestor at some point in the past). Given that we cannot travel back in time, DNA does not (generally) fossilize and we can only see descendant sequences (one exception is experimental evolution). We need to make assumptions about the probability of substitution from one nucleotide in a given species by another nucleotide.

Models of Molecular Evolution However, it is extremely important that we have correctly aligned the sequences that we want to compare in order to the models to molecular evolution to be correct. Then, a model of molecular evolution can be estimated using a statistical analysis and the best possible model can be chosen given some a priori criteria. Yet, "essentially, all models are wrong, but some are useful" (quote from G.E.P. Box)

Models of Molecular Evolution (Likelihood Estimation) The explicit estimation of the parameters of model of molecular evolution using maximum likelihood has advantages (over e.g. Parsimony): As sample size increases, the estimates tend to converge to the true value with a progressively smaller variance However, now days with the increasing amount of data (e.g., genomic, transcriptomic, proteomic) this problem of the estimation of the best possible model for such large and heterogeneous data is computational difficult and time consuming. In the other hand, some models also more complex that can accommodate real data but computationally tractable. Keep in mind that these models can be trusted, if the assumptions of the model are met and fit the data at hand. Only then, we can make accurate predictions about the true phylogeny.

Models of Molecular Evolution (Consequences of Wrong Models) However, if a biased or wrong model model is used for a given set of sequences several problems become evident (Posada 2011): Underestimated: Branch lengths Transition/transversion ratio Divergence between of a set of taxa or sequences Overestimated: Rate of variation among sites If model is too simple: A lineage or clade might be incorrectly supported as monophyletic Bias the test of evolutionary hypothesis (e.g., molecular clock) If model is too complex: We can overparametrize and include noise in our estimations Overall: the phylogenetic methods will tend to be less accurate (recover the incorrect tree more often) and more inconsistent (converge to an incorrect tree with increasing amounts of data).

Models of Molecular Evolution: Jukes and Cantor s model The most basic model is the one that assumes that all substitutions occur with equal probability among the set of four nucleotides. This is a one-parameter model (α-alpha) and all other models derive are more general derivations of this model.

Models of Molecular Evolution: Hierarchical Order In the last 20 years, new and general models have been proposed by adding other parameters that reflects differences in substitution rates, their directionality, heterogeneity and rate variation across sites (e.g., gamma shape and invariant sites). Posada (2011)

Models of Molecular Evolution: Model Test One of the most useful programs to determine the model of molecular evolution is Model Test (current version: jmodeltest2). This software was developed here at BYU! and probably, the most widely used software for statistical determination of models of nucleotide substitution. This software has regular updates and has progressively increase its speed and the complexity of the models that it tests.

Model Test: Statistical selection of best-fit models of nucleotide substitution Let s visit the software home page to get https://code.google.com/p/jmodeltest2/ Authors: Darriba D, Taboada GL, Doallo R, Posada D. Summary (from the author's webpage): jmodeltest is a tool to carry out statistical selection of best-fit models of nucleotide substitution. It implements five different model selection strategies: hierarchical and dynamical likelihood ratio tests (hlrt and dlrt), Akaike and Bayesian information criteria (AIC and BIC), and a decision theory method (DT). It also provides estimates of model selection uncertainty, parameter importances and modelaveraged parameter estimates, including model-averaged tree topologies. jmodeltest 2 includes High Performance Computing (HPC) capabilities and additional features like new strategies for tree optimization, model-averaged phylogenetic trees (both topology and branch lenght), heuristic filtering and automatic logging of user activity. Citation: Darriba D, Taboada GL, Doallo R, Posada D. 2012. jmodeltest 2: more models, new heuristics and parallel computing. Nature Methods 9(8), 772. 12

Model Test: Running jmodeltest with our data After we have installed the software, we need: An aligned matrix of sequences: RAG1_nucleotide.nex CYTB_nucleotide.nex We need also to create a folder for the aligned CYTB and RAG1 aligned matrices. CYTB_jmodel_test RAG_1_jmodel_test I usually include a copy of in the sequence folder (above) a copy of the entire folder (i.e., jmodeltest-2.1.5) that contains jmodeltest with its jmodeltest.jar executable. This will help you to run in parallel several matrices simultaneously when you execute the jmodeltest.jar within each folder Copy the.nex alingment file into the corresponding jmodeltest-2.1.5 folder and click on the jmodeltest.jar executable. 13

Model Test: Running jmodeltest with our data Let s explore Model Test GUI interphase 14

Model Test: Running jmodeltest with our data Let s load sequences into the software 15

Model Test: Running jmodeltest with our data Let s load sequences into the software Notice: The version of Model Test allows to load several formats including.nex and.fasta sequence alignments 16

Model Test: Running jmodeltest with our data Setting up a basic run Number of processor that will be used in parallel. This depends on your machine 17

Model Test: Running jmodeltest with our data Setting up a basic run Heuristic search. Requires a threshold > 0. This determines the speed up the process of finding a satisfactory solution. 18

Model Test: Running jmodeltest with our data Setting up a basic run Number of substitution schemes (provides the number of models to estimate) 19

Model Test: Running jmodeltest with our data Setting up a basic run if click, include models with: A. unequal base frequencies (+F) B. proportion of invariable sites (+I) C. variation among sites (gamma, +G) this option requires the number of categories (usually 4 ) 20

Model Test: Running jmodeltest with our data Setting up a basic run Tree topology search: NNI (fast), SPR (a bit slower), BEST (best of NNI and SPR) 21

Model Test: Running jmodeltest with our data Setting up a basic run I do not change the default parameters with the exception of the number of processors. This parameter is specific to your computer (1, 2 or 8 cores) 22

Model Test: Running jmodeltest with our data This will take some time 23

Model Test: Running jmodeltest with our data As the program progresses, it will output the likelihoods of each model Summary of the parameters, the identity of the tree estimator Model names, time of process and ln Likelihood 24

Model Test: Running jmodeltest with our data When the program finishes, you get estimates of every parameter per specific model 25

Model Test: Running jmodeltest with our data After the end of the analyses, we can determine best possible model I usually select to AICc correction give the small sample size and number of sequences 26

Model Test: Running jmodeltest with our data After the end of the analyses, we can determine best possible model You will get the best model based this AICc AIC (Akaike Information Criteria) allows the simultaneous comparison of all competing models. This allows to select the best model that it is not excessively complex (more parameters than needed). The model with the smallest AICc is preferred 27

Model Test: Running jmodeltest with our data After the end of the analyses, we can determine best possible model You can also ask for other criteria of model selection such as: BIC (Bayesian Information Criterion) DT (Decision Theory Performance) Most of the time, the same model or a very similar one is selected. Most phylogenetic programs can implement few of all possible models 28

Model Test: Running jmodeltest with our data You can copy the display panel in a text editor for reference and preparation of the command/parameter block necessary for the phylogenetic inference. 29

Model Test: Running jmodeltest with our data You can practice this with the other aligned sequence file in the course website 30

Phylogenetic Inference using Likelihood: Garli and RAxML You can download these software for the following webpages: Garli (command based): https://code.google.com/p/garli/ Garli GUI: http://www.bio.utexas.edu/faculty/antisense/garli/garli.html RAxML (command based): https://github.com/stamatak/standard-raxml RAxML GUI (userfriendly graphical front-end for phylogenetic analyses using RAxML): http://sourceforge.net/projects/raxmlgui/ We also will like to visualize our trees with a user friendly software: FigTree: http://tree.bio.ed.ac.uk/software/figtree/ 31

Phylogenetic Inference Modern biology has been built from the idea that all living organisms are related to each other by at least one common ancestor. 178 years of this idea Darwin s notebook B (1837-1838) 32

Phylogenetic Inference The goal of phylogenetics is to reconstruct the most likely (probable) genealogical ties among biological entities (from individuals to species), including their time of divergence from a last common ancestor. We can also use such trees to determine the evolutionary changes and process that gave rise to the these entities and phenotypes (i.e., comparative methods). Tree estimation has not been a easy task and different methods have been developed to allow us to reconstruct phylogenetic trees. Among those are: Distance based methods (e.g., Neighbor-joining to find the set of neighboring taxa that minimizes the total length of the phylogenetic tree) Maximum parsimony (the smallest number of evolutionary changes that explain the differences among taxa under study) 33

Phylogenetic Inference The goal of phylogenetics is to reconstruct the most likely (probable) genealogical ties among biological entities (from individuals to species), including their time of divergence from a last common ancestor. We can also use such trees to determine the evolutionary changes and process that gave rise to the these entities and phenotypes (i.e., comparative methods). Tree estimation has not been a easy task and different methods have been developed to allow us to reconstruct phylogenetic trees. Among those are: Maximum likelihood (finding the optimal tree that has the highest probability given the data and model of character evolution) Bayesian inference (finding the optimal tree given an a priori knowledge that we have about our data: alignment, model of molecular evolution, and a set of priors) Since the the last half of the XX century, the development of these methods required robust statistical algorithms, lots of variable characters (e.g., immunological, protein and nucleotide sequences) and powerful computational hardware. 34

Phylogenetic Inference: Why use molecular data? Most phylogenetic algorithms are build to use molecular data because: 1) DNA and protein sequences are strictly heritable units 2) The character states are can be determined unambiguously (discrete nucleotide entities) in contrast to other like morphological traits (usually continuous) 3) More amenable to computational algorithms that use discrete characters states such a nucleotide in a given position (however, new methods are trying to combine morphological, molecular, ecological, etc types of data) 4) Molecular sequences have models of the evolution that are more regular that be inferred using general algorithms (our last class) 35

Phylogenetic Inference: Why use molecular data? Most phylogenetic algorithms are build to use molecular data because: 5) Homology (i.e., a trait derived by descent from a common ancestor) is easier to determine in molecular data than other types of data (e.g., morphology). 6) It is easier to collect molecular data (e.g., some conserved sequences such as ribosomal genes, genome sequencing) that is known to contain homologous characters and can be used to compare distantly related organisms (e.g., amoebas versus lizards). 7) Molecular data has become easier to collect with minimal effort (e.g., genomes, transcriptomes, proteomes) than morphological and ecological data. 36

Phylogenetic Inference: Tree Reliability A final step is to determine how reliable our estimated phylogeny. This includes: 1) Which parts of the tree that we have reconstructed are reliable? 2) Is our tree significantly better that other trees? Do we need more information to find this optimal tree? Usually this is accomplished using resampling methods such as bootstrap and other techniques that compare our tree against other likely solutions. 37

Phylogenetic Inference: Tree Reliability The Bootstrap: This is a technique that allows us to estimate the confidence level of particular parts of our tree (i.e., nodes). This methodology is based on resampling with replacement our original dataset repeatedly and re-estimate the tree. At the end, we can determine the frequency that each node (set of phylogenetic relationships) that occurs across all sampling events (e.g., 100 or more resampling events). Many people argue about what are a significant support and usually for ML (maximum likelihood) values, we consider: >75% (moderate support) and >95% (excellent support) For Bayesian methods, this is not based on bootstrap but in posterior probabilities >0.95 38

Phylogenetic Inference: Garli GUI Genetic Algorithm for Rapid Likelihood Inference (GARLI) was developed by Derrick Zwickl (2006): Zwickl, D. J., 2006. Genetic algorithm approaches for the phylogenetic analysis of large biological sequence datasets under the maximum likelihood criterion. Ph.D. dissertation, The University of Texas at Austin. http://www.bio.utexas.edu/faculty/antisense/garli/garli.html From the author: GARLI performs phylogenetic searches on aligned sequence datasets using the maximumlikelihood criterion. It includes many new features, including the ability to perform tree inference using amino acid and codon-based models, in addition to the standard nucleotide-based models available in previous versions. On a practical level, the program is able to perform maximum-likelihood tree searches on large datasets in a number of hours. 39

Phylogenetic Inference: Garli GUI In order to run garli in the command line we need to create and edit the config: *.conf Garli GUI will create a series of intermediate files, so we better create a folder our matrix: CYTB_garli_folder Copy in a text editor the corresponding.nex files in the course website: CYTB_nucleotide.nex 40

Phylogenetic Inference: Garli GUI This is file some peculiarities and it is call a simplified nexus file. Open the.nex file in a text editor a take a look at it. It has no extra information other than the those above. You can save it using mesquite and should have linux line-breaks. 41

Let s open the Garli GUI Phylogenetic Inference: Garli GUI Select our simplified.nex file and you will get the main console of garli 42

Phylogenetic Inference: Garli GUI Let s explore the console, that will help use to create the.conf file and can be used to run the Garli 2.0 more advanced version. The general submenu: Logs: this will save useful information as the search for the best tree progresses. I usually do not change the defaults Run termination: this will determine the criteria to terminate the run (i.e., what to consider as the optimal solution). The defaults are fine for searching the ML tree. However, for bootstrap searches (if clicked) I will reduce the number of generation to 1000 or 2000 43

Phylogenetic Inference: Garli GUI Let s explore the console, that will help use to create the.conf file and can be used to run the Garli 2.0 more advanced version. The model submenu: Nucleotide model: You can input the model chosen by Model Test including: Substitution model (GTR is the default) Base frequencies (estimate is the default) Among site rate variation (estimate invariant sites and gamma distribution are the default) Trees: You can provide an starting tree and define constraints for certain taxa to be monophyletic Initiation: Determine a random starting number or seed so you can repeate this search 44

Phylogenetic Inference: Garli GUI Let s explore the console, that will help use to create the.conf file and can be used to run the Garli 2.0 more advanced version. If the file is correctly formatted, then you will see the progress of the run. In this case it took ~5 minutes A series of intermediates files will be created and the ML tree will be written as: CYTB_nucleotide.best.tre We can open this tree using FigTree and take a look to our ML tree 45

Phylogenetic Inference: Rapid Visualization of Trees (Garli) Let s explore our ML tree using Fig Tree. You can drag and drop the tree file: CYTB_nucleotide.best.tre Our tree is unrooted and you can explore the different options of tree visualization. FigTree will allow you to root, export as a pdf, and save your tree in different useful formats. We will discuss about this software later 46

Phylogenetic Inference: Garli 2.0 The current version is Garli 2.0 which is a command based software. This means that in order to run the program you will need to have a file with the commands that tell the software where your input file is and what assumptions and parameters will be used during the run. There is an extensive manual for how to run Garli 2.0: https://www.nescent.org/wg_garli/faq However, most of the commands can be defined using the Garli GUI CYTB_nucleotide.conf file that was created during our previous run. To save me time, I usually run a quick Garli GUI and then modify the.conf file by renaming it as garli.conf Then, I will create a folder for the corresponding file that has a Garli 2.0 compiled binary (follow the instructions in the above link). Garli 2.0 is much more flexible than the Garli GUI and you can have multiple markers and a mixture of morphological and nucleotide data. 47

Phylogenetic Inference: RAxML RAxML (Randomized Axelerated Maximum Likelihood) is probably the most widespread software used to infer ML phylogenies. The current version of RAxML is 8.1.16: https://github.com/stamatak/standard-raxml The software is flexible, extremely fast, and user friendly. Likewise, many downstream application uses RAxML as a component to get fast and reliable ML trees (remember SATe 2). RAxML has been used with success with large datasets, but competing software such as FastTree http://meta.microbesonline.org/fasttree/ might be more suited for large alignments of nucleotide or protein sequences (e.g., up to a million of base pairs). The authors of FastTree claim that it is 100-1,000 times faster than RAxML 7. 48

Phylogenetic Inference: RAxML About this topic, one interesting paper to read is: http://journals.plos.org/plosone/article?id=10.1371/journal.pone.0027731 That compare both methods (RAxML and FastTree), but overall both: the relative accuracy of trees computed using FastTree and RAxML depends in part on the accuracy of the sequence alignment and dataset size, so that FastTree can be more accurate than RAxML on large datasets with relatively inaccurate alignments This suggest that accurate phylogenies require good alignments, enough starting data with informative sites. 49

Phylogenetic Inference: RAxML RAxML is implement in a command-line interface, so the user has to input commands to determine the location of the input sequences and required commands to run the software. Like garli-2.01, you will need to compile the RAxML to the platform that your computer has. Follow the instructions in the manual (pages 3-5 of the manual) From the github.com page make sure that you download the entire folder 50

Phylogenetic Inference: RAxML GUI You will need to compile RAxML so follow the guidelines in the manual: For my MAC PRO: make -f Makefile.SSE3.PTHREADS.gcc However, we can use a user-friendly graphical front-end for RAxML to generate the commands that can be later copy and edit for more intensive cluster analyses. http://sourceforge.net/projects/raxmlgui/ Like garli, we need a input file with our sequences aligned and a prior knowledge of the model of molecular evolution for our sequences. From the RAxML manual: The input alignment format of RAxML is relaxed interleaved or sequential PHYLIP or FASTA. Relaxed means that sequence names can be of variable length between 1 up to 256 characters. I usually format my sequences as.phylip that was the standard RAxML input 51

Phylogenetic Inference: RAxML GUI You can save your alignment as.phylip using mesquite. Make sure that you increase the number of character for the sequence names (e.g., 100) and the line-breaks are for Linux platform. 52

Phylogenetic Inference: RAxML GUI Now we can run RAxML GUI by loading our sequences. Given that this software is a python application that interacts with the RAxML executables, which are incorporated in the package. We will need to select input files, set the parameters and run ML analyses from the GUI console. I am not much fan of these easier point-click interphases, but it helps to rapidly create the set of command-line arguments that you can modify for further refinement. 53

Phylogenetic Inference: RAxML GUI Load your alignments and if some are duplicate, indicate to preserve those. 54

Phylogenetic Inference: RAxML GUI RAxML implements complex (GTR-based) models of nucleotide substitution. The rational is that the GTR model is the most common and general one for real-world DNA analysis. Thus, it is better to efficiently implement and optimize this model instead of offering a plethora of distinct models which are only special cases of GTR. So, we have less parameters to select before we set our run. 55

Phylogenetic Inference: RAxML GUI After the run, you will get your ML trees or tree (if you selected only one repetition). You can now copy and past the commands that were generated from the RAxML GUI to perform this initial run You can read about each of these commands in the RAxML manual for further information 56

Phylogenetic Inference: Rapid Visualization of Trees (RAxML) Like after our garli run, we can explore our best ML tree using FigTree. You can drag and drop the tree file: RAxML_bestTree.CYTB_nucleotide_red.tre Our tree is unrooted and you can explore the different options of tree visualization. FigTree will allow you to root, export as a pdf, and save your tree in different useful formats. We will discuss about this software later 57

Time Calibrated Trees: BEAST You can download these software for the following webpages: BEAST: http://beast.bio.ed.ac.uk/ r8s: http://loco.biosci.arizona.edu/r8s/ We also will like to visualize our trees with a user friendly software: FigTree: http://tree.bio.ed.ac.uk/software/figtree/ 58