Quality control and normalization for metabolomics data. Covers QC-based correction, batch effect removal, and data transformation methods. Use when correcting technical variation in metabolomics data before statistical analysis.
Reference examples tested with: pmp 1.14+, statTarget 1.30+, imputeLCMD 2.1+, missForest 1.5+, sva 3.50+
Before using code patterns, verify installed versions match. If versions differ:
packageVersion('<pkg>') then ?function_name to verify parametersValid drift correction requires QC injections that bracket the samples at both ends and sample the drift curve (~1 QC every 5-10 injections); conditioning injections must be excluded. Valid batch correction requires biological groups randomized across batches; a confounded design cannot be rescued by any algorithm.
If code throws ImportError, AttributeError, or TypeError, introspect the installed package and adapt the example to match the actual API rather than retrying.
"Normalize my metabolomics data and correct for batch effects" -> Filter junk features by QC quality, correct within-batch drift against injection order, normalize per-sample dilution, and impute by missingness mechanism -- each step verified against held-out QCs, not just QC clustering.
QCRSC() (pmp), shiftCor() (statTarget)pqn_normalisation() (pmp)mv_imputation() (pmp), impute.QRILC() (imputeLCMD), missForest() (missForest)Every preprocessing step imposes an assumption about where the unwanted variance lives; if that assumption is wrong the result is not noisier, it is confidently wrong. Three corollaries reorganize the whole skill. (1) QC-based correction assumes the pooled QC's per-feature drift trajectory is the samples' trajectory -- false for subgroup-specific features (the pool dilutes them toward absence) and for features at different abundance in samples vs pool (suppression is concentration-dependent), so correcting them extrapolates from noise. (2) The order/batch/biology confound is information-theoretically unwinnable post hoc: if group is collinear with batch or injection order, no estimator can attribute the shared variance to one source -- it only redistributes it, wrongly. Randomization at the bench is the only real fix. (3) Over-correction is invisible to the metric everyone reports: "QC RSD dropped / QCs cluster tighter" is exactly what a too-flexible model games (a cubic spline threading every QC drives QC RSD to ~0% while raising biological-sample RSD). Validate on held-out QCs and dilution-QC linearity, never on the metric the model optimized.
| Operation | Acts on | Removes | Methods | |---|---|---|---| | Drift / signal correction | each feature, within a batch, vs injection order | longitudinal intensity decay/rise (column fouling, sensitivity loss) | QC-RLSC (LOESS), QCRSC (spline), QC-RFSC (RF vs order), SERRF (RF across correlated features) | | Batch correction | each feature, across batches | step-changes between analytical batches | QC-anchored median/reference alignment; ComBat (reserved, dangerous) | | Sample normalization | each sample (column) | dilution / total-amount differences | PQN, MSTUS, TIC/sum, median, internal standard | | Transformation / scaling | each feature (row) | mean-variance dependence; range dominance | log/glog; Pareto/auto -> defers to metabolomics/statistical-analysis |
TIC normalization does not handle drift, and -- because of closure -- can spread one feature's change across all others. Keep the axes separate.
| # | Step | Why here | Tool |
|---|---|---|---|
| 0 | Exclude conditioning injections | Pre-equilibrium signal warps a LOESS edge and corrupts RSD/blank filters | manual (drop first ~8 QC) |
| 1 | Blank filter -> detection-rate filter | Removes background/contaminant and mostly-absent features before any model trains on them | filter_peaks_by_blank, filter_peaks_by_fraction (pmp) |
| 2 | Within-batch drift correction | Flattens order-dependent trend per feature before cross-sample comparison | QCRSC (pmp), shiftCor (statTarget) |
| 3 | QC RSD / D-ratio filter | Drift correction should improve RSD; filter after so reproducibility reflects corrected data (report both stages) | filter_peaks_by_rsd (pmp), dratio_filter (structToolbox) |
| 4 | Between-batch alignment | QC-anchored offsets removed after within-batch drift is flat | median-of-QC / batchCorr |
| 5 | Missing-value imputation | Filter aggressively first, then impute only the sparse residual holes by mechanism | mv_imputation (pmp), impute.QRILC, missForest |
| 6 | Sample normalization | Dilution correction on quality features, after junk removed | pqn_normalisation (pmp) |
| 7 | Transformation + scaling | Defers to metabolomics/statistical-analysis | glog_transformation (pmp) |
Detection-rate filtering must precede imputation: never impute a feature that is 90% missing, which would fabricate 90% of it.
| Matrix / situation | Use | Why | |---|---|---| | Urine / variable-dilution biofluid | PQN or MSTUS (osmolality/SG if measured) | Dilution varies wildly; PQN's median-quotient isolates the common dilution factor; MSTUS excludes drug/diet xenobiotics that corrupt TIC | | Plasma / serum | PQN or median (TIC only if no dominant peak) | Volume relatively constant; closure risk lower but still present | | Tissue / cells | Per measured amount (mass, protein, cell count) at the bench | The confounder (input amount) is known -- more honest than any data-driven post-hoc method | | Targeted / few analytes | Per-class internal standards | One IS cannot represent all chemical classes/RT regions | | Global profile genuinely differs between groups | Avoid quantile normalization | It forces all samples to one distribution, erasing real distributional biology | | Creatinine for urine | Avoid as sole method | Fails under renal impairment / muscle-mass differences (Warrack 2009) |
When >50% of features move coherently (potent drug, gross pathology), the PQN median-quotient measures the biology, not dilution, and subtracts it out -- switch to a measured external quantity and check whether the normalization factor correlates with the phenotype.
| Situation | Do | Why | |---|---|---| | Smooth monotonic drift, frequent QCs, small/medium study | QCRSC (spline) or QC-RLSC | Per-feature fit vs order; CV-select span to avoid overfit | | Non-smooth / multi-pattern drift within a batch | QC-RFSC (statTarget) or batchCorr clusters | RF / cluster-based captures non-monotonic trend | | Large cohort (>~500), complex multi-source error, want lowest RSD | SERRF | Borrows strength across correlated features (~5% RSD on >800-sample cohorts, Fan 2019) | | Sparse QCs (<5-6 spanning the batch) | Coarse median-of-QC offset or no within-batch correction | LOESS/spline with too few QCs produces gaps/garbage | | Feature weak/absent in QCs | Exclude from correction | Correcting it extrapolates from noise | | No detectable drift in a feature | Do not correct it | Correcting a flat QC trajectory only adds the model's wiggle | | Run order confounded with biology | Do not drift-correct; fix design or caveat | A smooth function of order absorbs and subtracts the biological trend |
Flexible ML methods (SERRF/RF/adversarial) win on large complex cohorts but are more prone to learning-and-removing biology that tracks order/batch. Always confirm QC RSD dropped AND biological-sample RSD did not rise.
Goal: Keep only reproducible features whose technical variance is small relative to biological variance.
Approach: Compute per-feature QC RSD and the robust D-ratio (technical SD / biological SD), then apply a boolean mask. Lead with D-ratio: CV alone is matrix-blind, scoring a precisely-measured-but-flat feature as good and a noisy-but-biologically-huge feature as bad.
library(matrixStats)
robust_dratio_filter <- function(data, is_qc, dratio_max = 0.5, rsd_max = 0.3) {
qc <- as.matrix(data[is_qc, ])
bio <- as.matrix(data[!is_qc, ])
# MAD-based (robust) form, because MS intensities are right-skewed
sd_qc <- colMads(qc, na.rm = TRUE)
sd_bio <- colMads(bio, na.rm = TRUE)
dratio <- sd_qc / sd_bio
rsd <- colSds(qc, na.rm = TRUE) / colMeans(qc, na.rm = TRUE)
keep <- dratio <= dratio_max & rsd <= rsd_max
keep[is.na(keep)] <- FALSE
message(sprintf('D-ratio<=%.2f & RSD<=%.0f%%: kept %d / %d features',
dratio_max, rsd_max * 100, sum(keep), ncol(data)))
data[, keep]
}
Goal: Flatten per-feature, injection-order-dependent signal drift using the QC trajectory.
Approach: Fit a QC-robust smoothing spline of intensity vs injection order per feature, interpolate at every sample position, and divide. pmp's QCRSC selects the spline smoothing by leave-one-out CV when spar=0, requires minQC QCs per batch, and excludes features too weak in QC automatically.
library(pmp)
# df: features in ROWS, samples in COLUMNS (pmp convention)
corrected <- QCRSC(df = feature_matrix, order = injection_order, batch = batch_id,
classes = sample_class, spar = 0, log = TRUE,
minQC = 5, qc_label = 'QC')
# Verify correction worked on HELD-OUT QCs / dilution linearity, not on QC clustering.
statTarget alternative (MLmethod='QCRFSC' for RF, 'QCRLSC' for LOESS; QCspan=0 auto-GCV span applies to QCRLSC; inputs are two order-aligned CSVs):
library(statTarget)
shiftCor(samPeno = 'meta.csv', samFile = 'peaks.csv', Frule = 0.8,
MLmethod = 'QCRFSC', ntree = 500, QCspan = 0, degree = 2,
imputeM = 'KNN', coCV = 30, plot = FALSE)
Goal: Remove per-sample global intensity differences (dilution, extraction efficiency) without subtracting genuine fold changes.
Approach: Build a reference spectrum (median of QCs), compute per-feature sample/reference quotients, take the median quotient as the dilution factor, and divide. The median is robust because it ignores the minority of genuinely-changed features.
library(pmp)
# df: features in ROWS, samples in COLUMNS; reference built from QC samples
normalized <- pqn_normalisation(df = feature_matrix, classes = sample_class,
qc_label = 'QC')
Goal: Fill residual sparse holes with the method matched to why the value is missing.
Approach: Diagnose the mechanism per feature -- missingness correlated with low abundance is MNAR (left-censored) and needs QRILC/GSimp; sporadic missingness across the abundance range is MAR and needs RF/kNN. Using a MAR method on MNAR zeros pulls the censored group's mean up and erases the on/off signal.
library(imputeLCMD)
library(missForest)
# MNAR / left-censored: random draws from a fitted truncated-normal (features in ROWS)
qrilc_imputed <- impute.QRILC(feature_matrix_features_in_rows, tune.sigma = 1)[[1]]
# MAR / sporadic: iterative random-forest prediction (samples in ROWS, features in COLS)
rf_imputed <- missForest(sample_by_feature_matrix, maxiter = 10, ntree = 100)$ximp
Half-min imputation collapses the imputed subset's variance to zero, understating SE and inflating false significance -- prefer QRILC/GSimp, which draw a distribution of plausible low values. Re-run key results under >=2 imputation methods; if headline metabolites flip, the finding lives in the imputation.
mod=. Randomize so it is never needed.| Threshold | Source | Rationale | |---|---|---| | QC RSD <= 20-30% (15% gold) | Dunn 2011; Broadhurst 2018 | Reproducibility floor in the matrix-matched pool; 20% aspirational for LC-MS, 30% common | | D-ratio <= 0.5 (0.2 excellent), robust/MAD form | Broadhurst 2018 | Technical SD < biological SD -- the honest, matrix-aware filter; MAD form because MS intensities are right-skewed | | Blank ratio >= 3-5x | community convention (Dunn lineage) | Features below 3-5x blank are dominated by background/carryover, not biology | | Detection rate >= 50-80% (or 80% within any one group) | statTarget Frule=0.8; pmp filter_peaks_by_fraction | Reliable signal; "within any group" preserves on/off group-specific metabolites | | Dilution-QC correlation r >= 0.7-0.8 | community convention | Real metabolites scale with dilution; artefacts/in-source ions do not | | QCs >= 5-10% of injections, ~1 every 5-10 samples | Broadhurst 2018; mQACC 2022 | Must sample the drift curve densely enough to avoid LOESS extrapolation |
Thresholds are conventions, not laws: choose them a priori, report each one, and report how many features each filter removed (mQACC reporting standard).
| Error / symptom | Cause | Solution |
|---|---|---|
| could not find function "statTarget" | No such entry point | Use shiftCor() (drift correction) and statAnalysis() (post-hoc stats) |
| mv_imputation errors on method='sm' | Small-value method is 'sv', not 'sm' | Use method='sv' (also valid: knn, rf, bpca, mn, md) |
| QRILC output is malformed | impute.QRILC returns a list, not a matrix; expects features in rows | Index [[1]]; transpose so features are rows |
| MetaboAnalystR Normalization errors | SanityCheckData(mSet) not run first | Call SanityCheckData -> ReplaceMin -> Normalization in order |
| Correction made data worse | Span overfit / weak-in-QC features corrected / order confounded with biology | Back off span, exclude weak-in-QC features, check randomization |
| Effect vanished after drift correction | Run order confounded with group; trend absorbed the biology | Check the design; report drift and effect as inseparable if confounded |
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