Practical introduction to SummarizedExperiments

What are SummarizedExperiments

SummarizedExperiments are R objects meant for organizing and manipulating rectangular matrices that are typically produced by arrays or high-throughput sequencing. If you are doing any kind of analysis that requires associating feature-level data (RNA-seq gene counts, methylation array loci, ATAC-seq regions, etc.) with the genomic coordinates of those features and the sample-level metadata with which those features were measured, then you should be using a SummarizedExperiment to organize, manipulate, and store your results.

Please take a moment to read through the first 2 sections (at least) of the SummarizedExperiment vignette in order to familiarize yourself with what SummarizedExperiments are and their structure. I will demonstrate how you can use SummarizedExperiments below.

From the SummarizedExperiment vignette:

The SummarizedExperiment object coordinates four main parts:

  • assay(), assays(): A matrix-like or list of matrix-like objects of identical dimension
    • matrix-like: implements dim(), dimnames(), and 2-dimensional [, [<- methods.
    • rows: genes, genomic coordinates, etc.
    • columns: samples, cells, etc.
  • colData(): Annotations on each column, as a DataFrame.
    • E.g., description of each sample
  • rowData() and / or rowRanges(): Annotations on each row.
    • rowRanges(): coordinates of gene / exons in transcripts / etc.
    • rowData(): P-values and log-fold change of each gene after differential expression analysis.
  • metadata(): List of unstructured metadata describing the overall content of the object.

In order to better understand how they work, let’s construct a SummarizedExperiment from scratch.

Constructing a SummarizedExperiment

Hopefully you’ll already be working with data that is in a SummarizedExperiment or some other class that derives from one. But just in case you don’t have data structured as a SummarizedExperiment it’s useful and instructive to understand how to create one from scratch.

To be most useful, a SummarizedExperiment should have at least:

  • A matrix of data with features in rows and samples in columns
  • A metadata data.frame with samples as rownames and columns describing their properties

Another really useful object to add to SummarizedExperiments is a GRanges object describing the genomic locations of each feature in the matrix. Adding this to the SummarizedExperiment creates what is called a RangedSummarizedExperiment that acts just like a regular SummarizedExperiment with some extra features.

To construct our basic SummarizedExperiment:

  • We’ll create a ‘counts’ matrix with gene IDs as rows and Samples in columns
  • We’ll add some metadata describing the Samples
  • We’ll add on GRanges() describing the genomic location of the genes

Construct the counts matrix

suppressPackageStartupMessages(library(SummarizedExperiment))


counts <- matrix(
  data = rnbinom(n = 200 * 6, mu = 100, size = 1 / 0.5),
  nrow = 200,
  dimnames = list(paste0("Gene", 1:200), paste0("Sample", 1:6))
)

# Take a peek at what this looks like
counts[1:5, 1:5]
      Sample1 Sample2 Sample3 Sample4 Sample5
Gene1      55     106     305      51     136
Gene2     109      80      37      62     101
Gene3      58      50      83      78      96
Gene4     139      73     143      62      16
Gene5      60     159      26      50      86

Construct the sample metadata

It is important that the sample metadata be either a data.frame or a DataFrame object because SummarizedExperiment requires the colData() to have rownames that match the colnames of the count matrix.

coldata <- data.frame(
  SampleName = colnames(counts),
  Treatment = gl(2, 3, labels = c("Control", "Treatment")),
  Age = sample.int(100, 6),
  row.names = colnames(counts)
)

# Take a peek at what this looks like
coldata
        SampleName Treatment Age
Sample1    Sample1   Control  42
Sample2    Sample2   Control  83
Sample3    Sample3   Control   6
Sample4    Sample4 Treatment  70
Sample5    Sample5 Treatment  95
Sample6    Sample6 Treatment  26

Notice that all of the rownames of the metadata are in the same order as the colnames of the counts matrix. This is necessary.

Construct gene range annotations

You will usually have gene annotations or GRanges objects loaded from a GTF file or you may even create GRanges yourself by specifying the chromosome, start, end, and strand, information manually.

rowranges <- GRanges(
  rep(c("chr1", "chr2"), c(50, 150)),
  IRanges(floor(runif(200, 1e5, 1e6)), width = 100),
  strand = sample(c("+", "-"), 200, TRUE),
  feature_id = sprintf("ID%03d", 1:200),
  gene_type = sample(c("protein_coding", "lncRNA", "repeat_element"), 200, replace = TRUE)
)
names(rowranges) <- rownames(counts)

# Take a peek at what this looks like
rowranges
GRanges object with 200 ranges and 2 metadata columns:
          seqnames        ranges strand |  feature_id      gene_type
             <Rle>     <IRanges>  <Rle> | <character>    <character>
    Gene1     chr1 952383-952482      + |       ID001 protein_coding
    Gene2     chr1 152251-152350      - |       ID002         lncRNA
    Gene3     chr1 583313-583412      - |       ID003 protein_coding
    Gene4     chr1 486004-486103      + |       ID004 repeat_element
    Gene5     chr1 497793-497892      + |       ID005         lncRNA
      ...      ...           ...    ... .         ...            ...
  Gene196     chr2 515102-515201      + |       ID196 repeat_element
  Gene197     chr2 459126-459225      + |       ID197 repeat_element
  Gene198     chr2 630631-630730      + |       ID198 repeat_element
  Gene199     chr2 943520-943619      - |       ID199         lncRNA
  Gene200     chr2 666585-666684      - |       ID200 protein_coding
  -------
  seqinfo: 2 sequences from an unspecified genome; no seqlengths

Construct the SummarizedExperiment object

With these pieces of information we’re ready to create a SummarizedExperiment object.

se <- SummarizedExperiment(
  assays = list(counts = counts),
  colData = coldata,
  rowRanges = rowranges
)

# Printing the object gives a summary of what's inside
se
class: RangedSummarizedExperiment 
dim: 200 6 
metadata(0):
assays(1): counts
rownames(200): Gene1 Gene2 ... Gene199 Gene200
rowData names(2): feature_id gene_type
colnames(6): Sample1 Sample2 ... Sample5 Sample6
colData names(3): SampleName Treatment Age

Accessing parts of the SummarizedExperiment object

Every part of the SummarizedExperiment object can be extracted with its accessor function. To extract a particular assay you can use the assay() function. To extract the column metadata you can use the colData() function. To extract the GRanges for the rows of the matrix you can use the rowRanges() function. The rowData() function also allows you to access row-level annotation information from data added to the rowData slot or by the mcols() of the rowRanges. This will be made more clear below.

Getting the count matrix

assay(se, "counts") |> head()
      Sample1 Sample2 Sample3 Sample4 Sample5 Sample6
Gene1      55     106     305      51     136      70
Gene2     109      80      37      62     101      72
Gene3      58      50      83      78      96     170
Gene4     139      73     143      62      16     163
Gene5      60     159      26      50      86       4
Gene6     243     103     199      50      34     123

To see what assays are available you can use the assays() function

assays(se)
List of length 1
names(1): counts

Getting the column metadata

colData(se)
DataFrame with 6 rows and 3 columns
         SampleName Treatment       Age
        <character>  <factor> <integer>
Sample1     Sample1 Control          42
Sample2     Sample2 Control          83
Sample3     Sample3 Control           6
Sample4     Sample4 Treatment        70
Sample5     Sample5 Treatment        95
Sample6     Sample6 Treatment        26

Getting the rowRanges

rowRanges(se)
GRanges object with 200 ranges and 2 metadata columns:
          seqnames        ranges strand |  feature_id      gene_type
             <Rle>     <IRanges>  <Rle> | <character>    <character>
    Gene1     chr1 952383-952482      + |       ID001 protein_coding
    Gene2     chr1 152251-152350      - |       ID002         lncRNA
    Gene3     chr1 583313-583412      - |       ID003 protein_coding
    Gene4     chr1 486004-486103      + |       ID004 repeat_element
    Gene5     chr1 497793-497892      + |       ID005         lncRNA
      ...      ...           ...    ... .         ...            ...
  Gene196     chr2 515102-515201      + |       ID196 repeat_element
  Gene197     chr2 459126-459225      + |       ID197 repeat_element
  Gene198     chr2 630631-630730      + |       ID198 repeat_element
  Gene199     chr2 943520-943619      - |       ID199         lncRNA
  Gene200     chr2 666585-666684      - |       ID200 protein_coding
  -------
  seqinfo: 2 sequences from an unspecified genome; no seqlengths

Getting the rowData

Note that rowData in this case is the same as mcols() of the rowRanges

rowData(se)
DataFrame with 200 rows and 2 columns
         feature_id      gene_type
        <character>    <character>
Gene1         ID001 protein_coding
Gene2         ID002         lncRNA
Gene3         ID003 protein_coding
Gene4         ID004 repeat_element
Gene5         ID005         lncRNA
...             ...            ...
Gene196       ID196 repeat_element
Gene197       ID197 repeat_element
Gene198       ID198 repeat_element
Gene199       ID199         lncRNA
Gene200       ID200 protein_coding

Modifying a SummarizedExperiment

Once you create a SummarizedExperiment you are not stuck with the information in that object. SummarizedExperiments allow you to add and modify the data within the object.

Adding assays

For example, we may wish to calculate counts per million values for our counts matrix and add a new assay back into our SummarizedExperiment object.

# Calculate counts per million
counts <- assay(se, "counts")
cpm <- counts / colSums(counts) * 1e6

# Add the CPM data as a new assay to our existing se object
assay(se, "cpm") <- cpm

# And if we wish to log-scale these values
assay(se, "logcounts") <- log2(cpm)

# Now there are three assays available
assays(se)
List of length 3
names(3): counts cpm logcounts

Note: Instead of creating intermediate variables we could also directly use the assays like so:

assay(se, "cpm") <- assay(se, "counts") / colSums(assay(se, "counts")) * 1e6

Adding metadata

SummarizedExperiment objects use the $ to get and set columns of the metadata contained in the colData slot. For example, to get all of the Ages we can use:

se$Age
[1] 42 83  6 70 95 26

If we want to add a new column we simply create the new column in the same way

se$Batch <- factor(rep(c("A", "B", "C"), 2))

# Now you can se that a new 'Batch` column has been added to the colData
colData(se)
DataFrame with 6 rows and 4 columns
         SampleName Treatment       Age    Batch
        <character>  <factor> <integer> <factor>
Sample1     Sample1 Control          42        A
Sample2     Sample2 Control          83        B
Sample3     Sample3 Control           6        C
Sample4     Sample4 Treatment        70        A
Sample5     Sample5 Treatment        95        B
Sample6     Sample6 Treatment        26        C

Adding rowData

We can also modify the data which describes each feature in the matrix by adding columns to the rowData. For example, let’s create a new column called Keep if the gene is a protein_coding gene.

rowData(se)$Keep <- rowData(se)$gene_type == "protein_coding"

rowData(se)
DataFrame with 200 rows and 3 columns
         feature_id      gene_type      Keep
        <character>    <character> <logical>
Gene1         ID001 protein_coding      TRUE
Gene2         ID002         lncRNA     FALSE
Gene3         ID003 protein_coding      TRUE
Gene4         ID004 repeat_element     FALSE
Gene5         ID005         lncRNA     FALSE
...             ...            ...       ...
Gene196       ID196 repeat_element     FALSE
Gene197       ID197 repeat_element     FALSE
Gene198       ID198 repeat_element     FALSE
Gene199       ID199         lncRNA     FALSE
Gene200       ID200 protein_coding      TRUE

Subsetting SummarizedExperiment objects

SummarizedExperiments follow the basic idea of

se[the rows you want, the columns you want]

With a SummarizedExperiment “the rows you want” corresponds to the features in the rows of the matrix/rowData and “the columns you want” corresponds to the metadata in colData

Subsetting based on sample metadata

For example, if we want to select all of the data belonging only to samples in the Treatment group we can use the following:

(trt <- se[, se$Treatment == "Treatment"])
class: RangedSummarizedExperiment 
dim: 200 3 
metadata(0):
assays(3): counts cpm logcounts
rownames(200): Gene1 Gene2 ... Gene199 Gene200
rowData names(3): feature_id gene_type Keep
colnames(3): Sample4 Sample5 Sample6
colData names(4): SampleName Treatment Age Batch

Notice how the dim of the object changed from 6 to 3. This is because we have selected only the Samples from the original SummarizedExperiment object from the treatment group. The cool thing about SummarizedExperiments is that all of the assays have also been subsetted to reflect this selection!

Take a look at the “logcounts” assay. It only contains Samples 4, 5, and 6.

assay(trt, "logcounts") |> head()
       Sample4  Sample5   Sample6
Gene1 11.27098 12.77363 11.793480
Gene2 11.64803 12.37114 11.834195
Gene3 11.97157 12.24916 13.007944
Gene4 11.66713  9.66427 13.042564
Gene5 11.30805 12.02482  7.686164
Gene6 11.30813 10.78130 12.655444

Of course you can combine multiple conditions as well

se[, se$Batch %in% c("B", "C") & se$Age > 10]
class: RangedSummarizedExperiment 
dim: 200 3 
metadata(0):
assays(3): counts cpm logcounts
rownames(200): Gene1 Gene2 ... Gene199 Gene200
rowData names(3): feature_id gene_type Keep
colnames(3): Sample2 Sample5 Sample6
colData names(4): SampleName Treatment Age Batch

Subsetting based on rows

We can also select certain features that we want to keep using row subsetting. For example to select only the first 50 rows:

se[1:50, ]
class: RangedSummarizedExperiment 
dim: 50 6 
metadata(0):
assays(3): counts cpm logcounts
rownames(50): Gene1 Gene2 ... Gene49 Gene50
rowData names(3): feature_id gene_type Keep
colnames(6): Sample1 Sample2 ... Sample5 Sample6
colData names(4): SampleName Treatment Age Batch

Notice how the dim changed from 200 to 50 reflecting the fact that we have only selected the first 50 rows.

This subsetting is very useful when combined with logical operators. Above we created a vector in rowData called “Keep” that contained TRUE if the corresponding row of the se object was a coding gene and FALSE otherwise. Let’s use this vector to subset our se object.

(coding <- se[rowData(se)$Keep, ])
class: RangedSummarizedExperiment 
dim: 54 6 
metadata(0):
assays(3): counts cpm logcounts
rownames(54): Gene1 Gene3 ... Gene192 Gene200
rowData names(3): feature_id gene_type Keep
colnames(6): Sample1 Sample2 ... Sample5 Sample6
colData names(4): SampleName Treatment Age Batch

And if we look at the resulting rowData we can see that it only contains the protein_coding features

rowData(coding)
DataFrame with 54 rows and 3 columns
         feature_id      gene_type      Keep
        <character>    <character> <logical>
Gene1         ID001 protein_coding      TRUE
Gene3         ID003 protein_coding      TRUE
Gene9         ID009 protein_coding      TRUE
Gene10        ID010 protein_coding      TRUE
Gene12        ID012 protein_coding      TRUE
...             ...            ...       ...
Gene182       ID182 protein_coding      TRUE
Gene187       ID187 protein_coding      TRUE
Gene191       ID191 protein_coding      TRUE
Gene192       ID192 protein_coding      TRUE
Gene200       ID200 protein_coding      TRUE

Each assay also reflects this operation

assay(coding, "cpm") |> head()
        Sample1    Sample2   Sample3   Sample4    Sample5   Sample6
Gene1  2664.987  5457.7283 15466.531  2471.170  7002.3684  3549.696
Gene3  2986.304  2535.4970  4021.708  4016.064  4868.1542  8237.232
Gene9  3243.744 11561.8661  8527.958  2728.864 11916.8357  4845.431
Gene10 2202.990   507.1251  3261.038 11959.087   862.1127 14286.454
Gene12 7759.014  4865.6763  4248.623  4716.264  5486.8264  7710.464
Gene17 5273.834  4651.6135  6384.512  3194.726  4167.0705  2368.448

Subsetting based on rowRanges

A closely related row-wise subsetting operation can be used if you have a RangedSummarizedExperiment (a SummarizedExperiment with a rowRanges slot) that allows you to perform operations on a SummarizedExperiment object like you would a GRanges object.

For example, let’s say we only wanted to extract the features on Chromosome 2 only. Then we can use the GenomicRanges function subsetByOverlaps directly on our SummarizedExperiment object like so:

# Region of interest
roi <- GRanges(seqnames = "chr2", ranges = 1:1e7)

# Subset the SE object for only features on chr2
(chr2 <- subsetByOverlaps(se, roi))
class: RangedSummarizedExperiment 
dim: 150 6 
metadata(0):
assays(3): counts cpm logcounts
rownames(150): Gene51 Gene52 ... Gene199 Gene200
rowData names(3): feature_id gene_type Keep
colnames(6): Sample1 Sample2 ... Sample5 Sample6
colData names(4): SampleName Treatment Age Batch

You can see again that the dim changed reflecting our selection. Again, all of the associated assays and rowData have also been subsetted reflecting this change as well.

rowData(chr2)
DataFrame with 150 rows and 3 columns
         feature_id      gene_type      Keep
        <character>    <character> <logical>
Gene51        ID051 repeat_element     FALSE
Gene52        ID052         lncRNA     FALSE
Gene53        ID053 protein_coding      TRUE
Gene54        ID054 repeat_element     FALSE
Gene55        ID055         lncRNA     FALSE
...             ...            ...       ...
Gene196       ID196 repeat_element     FALSE
Gene197       ID197 repeat_element     FALSE
Gene198       ID198 repeat_element     FALSE
Gene199       ID199         lncRNA     FALSE
Gene200       ID200 protein_coding      TRUE
assay(chr2, "counts") |> head()
       Sample1 Sample2 Sample3 Sample4 Sample5 Sample6
Gene51     176      95     273     120      87     185
Gene52     156      26      94     151      33      34
Gene53     228     131      13      42      95       5
Gene54      80     209     101      33     211     116
Gene55      69     250     116     134      81     149
Gene56      19      87      12      62      55     170
rowRanges(chr2)
GRanges object with 150 ranges and 3 metadata columns:
          seqnames        ranges strand |  feature_id      gene_type      Keep
             <Rle>     <IRanges>  <Rle> | <character>    <character> <logical>
   Gene51     chr2 416048-416147      + |       ID051 repeat_element     FALSE
   Gene52     chr2 435782-435881      - |       ID052         lncRNA     FALSE
   Gene53     chr2 230798-230897      - |       ID053 protein_coding      TRUE
   Gene54     chr2 340617-340716      - |       ID054 repeat_element     FALSE
   Gene55     chr2 762324-762423      - |       ID055         lncRNA     FALSE
      ...      ...           ...    ... .         ...            ...       ...
  Gene196     chr2 515102-515201      + |       ID196 repeat_element     FALSE
  Gene197     chr2 459126-459225      + |       ID197 repeat_element     FALSE
  Gene198     chr2 630631-630730      + |       ID198 repeat_element     FALSE
  Gene199     chr2 943520-943619      - |       ID199         lncRNA     FALSE
  Gene200     chr2 666585-666684      - |       ID200 protein_coding      TRUE
  -------
  seqinfo: 2 sequences from an unspecified genome; no seqlengths

There’s also a few shortcuts on range operations using GRanges/SummarizedExperiments. See the help pages for %over, %within%, and %outside%. For example:

all.equal(se[se %over% roi, ], subsetByOverlaps(se, roi))
[1] TRUE

Combining subsetting operations

Of course you don’t have to perform one subsetting operation at a time. Like base R you can combine multiple expressions to subset a SummarizedExperiment object.

For example, to select only features labeled as repeat_elements and the Sample from ‘Batch’ A in the ‘Control’ group

(selected <- se[
  rowData(se)$gene_type == "repeat_element",
  se$Treatment == "Control" &
    se$Batch == "A"
])
class: RangedSummarizedExperiment 
dim: 71 1 
metadata(0):
assays(3): counts cpm logcounts
rownames(71): Gene4 Gene6 ... Gene197 Gene198
rowData names(3): feature_id gene_type Keep
colnames(1): Sample1
colData names(4): SampleName Treatment Age Batch

Saving a SummarizedExperiment

Since SummarizedExperiments keep basically all information about an experiment in one place, it is convenient to save the entire SummarizedExperiment object so that you can pick up an analysis where you left off or even to facilitate better sharing of data between collaborators.

You can save the entire SummarizedExperiment object with:

saveRDS(se, "/path/to/se.rds")

And when you want to read the same object back into R for your next analysis you can do so with:

se <- readRDS("/path/to/se.rds")

SummarizedExperiments in the real world

If you’re working with any Bioconductor packages it’s likely that the object you’re working with either is a SummarizedExperiment or is inherited from one. For example, the DESeqDataSet from the DESeq2 package and BSseq objects from the bsseq package both inherit from a SummarizedExperiment and thus retain all of the same functionality as above. If you go to the SummarizedExperiment landing page and click “See More” under details you can see all of the packages that depend on SummarizedExperiment.

Also, many common methods are also implemented for SummarizedExperiment objects. For example, to simplify calculating counts-per-million above I could have simply used the edgeR::cpm() directly on the SummarizedExperiment object. Many functions in bioconductor packages know how to deal directly with SummarizedExperiments so you don’t ever have to take the trouble extracting components and performing tedious calculations yourself.

assay(se, "cpm") <- edgeR::cpm(se)

I also left out any discussion of the metadata() slot of the SummarizedExperiment. The metadata slot is simply a list of any R object that contains information about the experiment. The metadata in the metadata slots are not subjected to the same subsetting rules as the other slots. In practice this assay contains additional information about the experiment as a whole. For example, I typically store bootstrap alignments for each sample here.

To add something to the SummarizedExperiment metadata slot you can do:

metadata(se)$additional_info <- "Experiment performed on 6 samples with three replicates each"

And to retrieve this:

metadata(se)$additional_info
[1] "Experiment performed on 6 samples with three replicates each"

Closing thoughts

Hopefully this was enough information to get you started using SummarizedExperiments. There’s many things I left out such as different backings for storing out of memory data, a tidyverse interface to SummarizedExperiment objects, TreeSummarizedExperiments for microbiome data, MultiAssayExperiments for dealing with experiments containing multiomics data, and much more.

Please let me know your thoughts and if anything needs more clarification.