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      26      64      24      36     250
Gene2      41      55      63     120     137
Gene3      49      99      64     104      48
Gene4      29     160     103     104      68
Gene5      71      97      34      93     202

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  77
Sample2    Sample2   Control  67
Sample3    Sample3   Control   2
Sample4    Sample4 Treatment  94
Sample5    Sample5 Treatment   4
Sample6    Sample6 Treatment  83

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)
)
Warning in S4Vectors:::anyMissing(runValue(x_seqnames)): 'S4Vectors:::anyMissing()' is deprecated.
Use 'anyNA()' instead.
See help("Deprecated")
Warning in S4Vectors:::anyMissing(runValue(strand(x))): 'S4Vectors:::anyMissing()' is deprecated.
Use 'anyNA()' instead.
See help("Deprecated")
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 524561-524660      - |       ID001 protein_coding
    Gene2     chr1 693009-693108      + |       ID002         lncRNA
    Gene3     chr1 681312-681411      + |       ID003         lncRNA
    Gene4     chr1 199108-199207      + |       ID004 protein_coding
    Gene5     chr1 871307-871406      - |       ID005 protein_coding
      ...      ...           ...    ... .         ...            ...
  Gene196     chr2 466878-466977      + |       ID196 repeat_element
  Gene197     chr2 768313-768412      - |       ID197         lncRNA
  Gene198     chr2 903968-904067      + |       ID198 repeat_element
  Gene199     chr2 216636-216735      + |       ID199         lncRNA
  Gene200     chr2 781170-781269      - |       ID200         lncRNA
  -------
  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      26      64      24      36     250     468
Gene2      41      55      63     120     137      93
Gene3      49      99      64     104      48     296
Gene4      29     160     103     104      68      50
Gene5      71      97      34      93     202     109
Gene6      42      17      10      33      45     124

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          77
Sample2     Sample2 Control          67
Sample3     Sample3 Control           2
Sample4     Sample4 Treatment        94
Sample5     Sample5 Treatment         4
Sample6     Sample6 Treatment        83

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 524561-524660      - |       ID001 protein_coding
    Gene2     chr1 693009-693108      + |       ID002         lncRNA
    Gene3     chr1 681312-681411      + |       ID003         lncRNA
    Gene4     chr1 199108-199207      + |       ID004 protein_coding
    Gene5     chr1 871307-871406      - |       ID005 protein_coding
      ...      ...           ...    ... .         ...            ...
  Gene196     chr2 466878-466977      + |       ID196 repeat_element
  Gene197     chr2 768313-768412      - |       ID197         lncRNA
  Gene198     chr2 903968-904067      + |       ID198 repeat_element
  Gene199     chr2 216636-216735      + |       ID199         lncRNA
  Gene200     chr2 781170-781269      - |       ID200         lncRNA
  -------
  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         lncRNA
Gene4         ID004 protein_coding
Gene5         ID005 protein_coding
...             ...            ...
Gene196       ID196 repeat_element
Gene197       ID197         lncRNA
Gene198       ID198 repeat_element
Gene199       ID199         lncRNA
Gene200       ID200         lncRNA

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] 77 67  2 94  4 83

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          77        A
Sample2     Sample2 Control          67        B
Sample3     Sample3 Control           2        C
Sample4     Sample4 Treatment        94        A
Sample5     Sample5 Treatment         4        B
Sample6     Sample6 Treatment        83        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         lncRNA     FALSE
Gene4         ID004 protein_coding      TRUE
Gene5         ID005 protein_coding      TRUE
...             ...            ...       ...
Gene196       ID196 repeat_element     FALSE
Gene197       ID197         lncRNA     FALSE
Gene198       ID198 repeat_element     FALSE
Gene199       ID199         lncRNA     FALSE
Gene200       ID200         lncRNA     FALSE

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 10.88210 13.63835 14.51083
Gene2 12.60904 12.73937 12.08993
Gene3 12.37300 11.22543 13.92163
Gene4 12.34177 11.63823 11.34601
Gene5 12.17963 13.37038 12.44075
Gene6 10.59516 11.19400 12.59553

Of course you can combine multiple conditions as well

se[, se$Batch %in% c("B", "C") & se$Age > 10]
class: RangedSummarizedExperiment 
dim: 200 2 
metadata(0):
assays(3): counts cpm logcounts
rownames(200): Gene1 Gene2 ... Gene199 Gene200
rowData names(3): feature_id gene_type Keep
colnames(2): Sample2 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: 63 6 
metadata(0):
assays(3): counts cpm logcounts
rownames(63): Gene1 Gene4 ... Gene194 Gene195
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 63 rows and 3 columns
         feature_id      gene_type      Keep
        <character>    <character> <logical>
Gene1         ID001 protein_coding      TRUE
Gene4         ID004 protein_coding      TRUE
Gene5         ID005 protein_coding      TRUE
Gene7         ID007 protein_coding      TRUE
Gene11        ID011 protein_coding      TRUE
...             ...            ...       ...
Gene182       ID182 protein_coding      TRUE
Gene183       ID183 protein_coding      TRUE
Gene187       ID187 protein_coding      TRUE
Gene194       ID194 protein_coding      TRUE
Gene195       ID195 protein_coding      TRUE

Each assay also reflects this operation

assay(coding, "cpm") |> head()
        Sample1  Sample2  Sample3  Sample4   Sample5    Sample6
Gene1  1363.041 3264.307 1197.187 1887.287 12751.199 23345.1389
Gene4  1447.467 7500.117 5362.349 5190.916  3187.550  2603.0820
Gene5  3541.677 5085.190 1734.163 4639.098 10589.777  5559.5226
Gene7  1782.438 6732.633 4688.981 5137.615  1938.182   648.4761
Gene11 8280.541 1310.616 1887.177 2095.077  6133.683  4539.4267
Gene14 5258.226 3244.322 2062.532 2863.390 14225.106  2531.2896

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)
Warning in S4Vectors:::anyMissing(runValue(x_seqnames)): 'S4Vectors:::anyMissing()' is deprecated.
Use 'anyNA()' instead.
See help("Deprecated")
Warning in S4Vectors:::anyMissing(runValue(strand(x))): 'S4Vectors:::anyMissing()' is deprecated.
Use 'anyNA()' instead.
See help("Deprecated")
# 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 protein_coding      TRUE
...             ...            ...       ...
Gene196       ID196 repeat_element     FALSE
Gene197       ID197         lncRNA     FALSE
Gene198       ID198 repeat_element     FALSE
Gene199       ID199         lncRNA     FALSE
Gene200       ID200         lncRNA     FALSE
assay(chr2, "counts") |> head()
       Sample1 Sample2 Sample3 Sample4 Sample5 Sample6
Gene51     101     276      35      99      59     100
Gene52      25      37      73     218      78      29
Gene53     106      88     239     139     124     170
Gene54      70     116      72     191     143      48
Gene55     142      74      38      27      47      36
Gene56      65      99      26       7     108     136
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 271473-271572      + |       ID051 repeat_element     FALSE
   Gene52     chr2 622982-623081      + |       ID052         lncRNA     FALSE
   Gene53     chr2 443460-443559      + |       ID053 protein_coding      TRUE
   Gene54     chr2 623081-623180      + |       ID054 repeat_element     FALSE
   Gene55     chr2 131227-131326      + |       ID055 protein_coding      TRUE
      ...      ...           ...    ... .         ...            ...       ...
  Gene196     chr2 466878-466977      + |       ID196 repeat_element     FALSE
  Gene197     chr2 768313-768412      - |       ID197         lncRNA     FALSE
  Gene198     chr2 903968-904067      + |       ID198 repeat_element     FALSE
  Gene199     chr2 216636-216735      + |       ID199         lncRNA     FALSE
  Gene200     chr2 781170-781269      - |       ID200         lncRNA     FALSE
  -------
  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: 62 1 
metadata(0):
assays(3): counts cpm logcounts
rownames(62): Gene6 Gene10 ... Gene196 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.