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Compensation: Basic Principles Bonus topic: Daytime Stargazing Mario Roederer ImmunoTechnology Section Vaccine Research Center, NIAID, NIH Monday, June 20, 2011

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Compensation: Basic Principles

Bonus topic: Daytime Stargazing

Mario RoedererImmunoTechnology SectionVaccine Research Center, NIAID, NIH

Monday, June 20, 2011

FL1 FL2

Spectral Spillover Necessitates Compensation

450 500 550 600

Argon Laser

FITC PE

Monday, June 20, 2011

FL1 FL2

Spectral Spillover Necessitates Compensation

450 500 550 600

Argon Laser

FITC PETotal signal detected in FL1 Unwanted signal

detected in FL2

= roughly 15%

True PE = Total FL2 – 15% FL1Monday, June 20, 2011

Measured Fluorescence

Compensation Converts From Measurement to Expression

FL2-15%FL1

Uncompensated Compensated

FITC CD3FITC CD3

PE

- no

sta

in

PE

- no

sta

inCalculated Expression

Monday, June 20, 2011

Compensation in Linear DomainCompensatedUncompensated

Lines indicate cells that express equal amounts of an antigen

Monday, June 20, 2011

Compensation in Log DomainCompensatedUncompensated

Lines indicate cells that express equal amounts of an antigen

Monday, June 20, 2011

Compensation is a Transformation

Grid LinesEqual Measurement Equal Expression

Histograms of each

measurement

Bivariate Plots

Monday, June 20, 2011

Compensation in 2 colors:Mostly aesthetic?

100 101 102 103 104100

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104

100 101 102 103 104100

101

102

103

104

CD3

CD4

CD3

CompensatedUncompensated

Accurate identification and enumeration of subsets is still possible in two color experiments (but not visual estimation of expression levels )

Monday, June 20, 2011

Compensation with 3 colorsAccurate separation of populations can require a curved, two-dimensional surface

This gets worse with more colors...

Monday, June 20, 2011

Compensation: Not just aesthetic

• Accurate discrimination of subsets is possible with uncompensated data

• However, this is true only when the expression of all antigens is uniform on each subset (e.g., CD45 / CD3 / CD4 / CD8)

• Separation of populations may require multi-dimensional surfaces.

Monday, June 20, 2011

Compensation for more colors:It’s not just pretty pictures

• Spillover from unviewed measurement channel can alter event positions– without obvious visual evidence (no diagnostic diagonals!)

• Thus, gate positions may depend on unviewed measurement channels and be different for various tubes in a panel

• Gates could also be highly dependant on which subset is being analyzed!

Monday, June 20, 2011

Compensation in the Polychromatic World

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103

CompensatedCompensated?

100

104

101

102

103

104

SpilloverFluorescence

100

101

102

103

Primary Fluorescence

UncompensatedUncompensated

Cy5.5APC CD57

APC

(Uns

tain

ed)

Monday, June 20, 2011

Compensation in the Polychromatic World

100

101

102

103

100

101

102

103

CompensatedCompensated?But… is it correctly compensated?

Monday, June 20, 2011

Compensation in the Polychromatic World

100

101

102

103

100

101

102

103

CompensatedCompensated?But… is it correctly compensated?

No!

Monday, June 20, 2011

Compensation in the Polychromatic World

100

101

102

103

100

101

102

103

CompensatedCompensated?But… is it correctly compensated?

No!

Monday, June 20, 2011

Compensation in the Polychromatic World

100

101

102

103

100

101

102

103

CompensatedCompensated?But… is it correctly compensated?

No!

Yes!

Monday, June 20, 2011

Compensation in the Polychromatic World

100

101

102

103

100

101

102

103

CompensatedCompensated?But… is it correctly compensated?

No!

Yes!

Monday, June 20, 2011

Compensation in the Polychromatic World

100

101

102

103

100

101

102

103

CompensatedCompensated?But… is it correctly compensated?

No!

Yes!

We can’t tell just by looking!

Monday, June 20, 2011

What’s Missing From This Picture?

Monday, June 20, 2011

What’s Missing From This Picture?

Where are the stars?

Monday, June 20, 2011

We call this the “Blue Sky Effect.”

But….. Why?

Why can’t we see stars during the day?

On cloudless nights, we see lots of stars.On cloudless days, we rarely see stars.

Nowhere on the web is this commonly-asked question answered correctly.

Monday, June 20, 2011

The Blue Sky EffectThe stars are easily visible at night (well, in most places). When the sun rises… the sky becomes blue and the stars are no longer detectable.

Monday, June 20, 2011

The Blue Sky EffectThe stars are easily visible at night (well, in most places). When the sun rises… the sky becomes blue and the stars are no longer detectable.

Monday, June 20, 2011

Why Doesn’t it Look Like This?But light is additive. The white light from the stars should add to the blue scattered light from the sun… why don’t we see white pinpricks against the blue background?

Monday, June 20, 2011

Signal Quantification

0

100

Inte

nsity

Monday, June 20, 2011

0

100

Inte

nsity

How Bright Are the Stars?

A star’s intensity is the area under the histogram (i.e., counting the number of photons coming from the star).

Monday, June 20, 2011

0

500

1000

1500

YIn

tens

ity

How Bright Is The Sky?

0

100

Inte

nsity

Monday, June 20, 2011

0

500

1000

1500

Inte

nsity

Light Signals Are Additive

Monday, June 20, 2011

1500

1550

1600

1650

1700

Inte

nsity

Star Light Brightness Is Unchanged

We determine the intensity of a star by subtracting the background. Here, the sky (background) is 1500 units, so subtract 1500 units from the measurements.

A star’s intensity is now the area under the histogram (# of photons only from the star)

0

50

100

150

200

Background-subtracted

Intensity

Monday, June 20, 2011

But Measurements Are Not Perfect

Every measurement we make has an error associated with it.

The variance in a measurement is the distribution of values that you would get if you made the same measurement on exactly the same object time and again (and the object did not change over time).

Variances can arise from a variety of sources: e.g., inherent variability, measurement error. The final variance is the sum of all of these.

Measurement error can arise from many sources. When counting photons, for example, the minimum error is governed by Poisson statistics.

Monday, June 20, 2011

Measurement Errors

Light intensity measurements are, essentially, photon counting.

The minimum error will be ±√n, where n = # of photons counted.

Number of counts Error Precision100 ±10 10%10,000 ±100 1%1,000,000 ±1,000 0.1%

As we increase the signal level, while the precision (CV) is getting better (smaller), the absolute error is increasing.

Monday, June 20, 2011

0

500

1000

1500

Inte

nsity

Measuring Sky Intensity

Monday, June 20, 2011

0

500

1000

1500

Inte

nsity

Star Light is Still Additive

Monday, June 20, 2011

1400

1500

1600

Inte

nsity

Variation in Intensity

Monday, June 20, 2011

1400

1500

1600

Inte

nsity

Variation in Intensity

We estimate the intensity of a star by subtracting the background. Here, the sky (background) is, on average, 1500 units, so subtract 1500 units from the measurements.

Monday, June 20, 2011

-100

0

100

Inte

nsity

Estimating Star Light Intensity

Monday, June 20, 2011

-100

0

100

Inte

nsity

Estimating Star Light Intensity

A star’s intensity is, as before, the area under the histogram (# of photons only from the star)

Monday, June 20, 2011

-100

0

100

-100

0

100

IdealMeasured

Inte

nsity

Inte

nsity

Background Variance

Monday, June 20, 2011

-100

0

100

-100

0

100

IdealMeasured

Inte

nsity

Inte

nsity

Background Variance

Monday, June 20, 2011

-100

0

100

Inte

nsity

Background Variance

Is this “negative light intensity?”

No. It is a negative estimated light intensity! And arbitrarily setting it to zero would introduce a systematic bias.

Monday, June 20, 2011

Why Can’t We See Stars During the Day?

Because the intensity of the star light is less than the variance of the intensity of the day light.

Stars that are brighter than this variance can still be seen.

The error on estimating the intensity of the star light will be at least as great as the variance of the day light... and can sometimes be <0.

Monday, June 20, 2011

Is This Related to Compensation?

29

Position in sky

0

100

Tim

e si

nce

illum

inat

ion

Completely.

Monday, June 20, 2011

Is This Related to Compensation?

Compensation is the process by which we estimate a probe’s contribution to a signal by subtracting estimated contributions from other sources.

All the same principles apply: errors propagate; you cannot distinguish dim objects against high variance; you can get negative estimated signal intensities.

29

Completely.

Monday, June 20, 2011

Imperfect Measurement Leads to Apparent Spread in Compensation

100

104

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102

103

104

SpilloverFluorescence

100

101

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103

Primary Fluorescence

Uncompensated

100

101

102

103

100

101

102

103

Compensated

700

1100

200

(-200)

Monday, June 20, 2011

Imperfect Measurement Leads to Apparent Spread in Compensation

100

104

101

102

103

104

SpilloverFluorescence

100

101

102

103

Primary Fluorescence

Uncompensated

100

101

102

103

100

101

102

103

Compensated

Spreading manifests with a 1:2 Log:Log slope: square root relationship!Undercompensation manifests with a 1:1 Log:Log slope: linear relationship

Monday, June 20, 2011

101 102 103 104 105

101

102

103

104

105

<PE-A>: CD8

<Cy7

PE-A

>: C

D20

Lymphocytes

The Actual SpreadBackground from PE-CD8

Variance contributed

from background

Monday, June 20, 2011

Compensation Does NOT Introduce nor Increase Error:

Compensation Only Reveals It!• The measurement error is already present.

Compensation does not increase this error, it does not change it, it does not introduce any more error.

• Compensation simply makes the error more apparent by shifting it to the low end of the log-scale.

• Staining controls are necessary to define gate placement!

Monday, June 20, 2011

Staining Controls• Staining controls are necessary to

identify cells which do or do not express a given antigen.

• The threshold for positivity may depend on the amount of fluorescence in other channels!

Monday, June 20, 2011

FMO Controls

• FMO controls are a much better way to identify positive vs. negative cells

• FMO controls can also help identify problems in compensation that are not immediately visible

• FMO controls should be used whenever accurate discrimination is essential or when antigen expression is relatively low

Monday, June 20, 2011

Compensation ControlsThe purpose of a compensation control is to allow software to estimate how much spillover is happening. This needs to be as precise as possible!

0 102 103 104 105B530-A

0 102 103 104 105B530-A

0

102

103

104

105

B710-A

0 102 103 104 105B530-A

0

102

103

104

105

B560-A

Compensation = 7.4% = 0.56%

FITC FITC FITC

PE

Cy7

PE

Precise and accurate compensation requires determining the slope as precisely as possible.

Monday, June 20, 2011

0 102 103 104 105 0 102 103 104 105

0

102

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104

105

0 102 103 104 105

0

102

103

104

105

Compensation ControlsThe purpose of a compensation control is to allow software to estimate how much spillover is happening. This needs to be as precise as possible!

FITC FITC FITC

PE

Cy7

PE

Precise and accurate compensation requires determining the slope as precisely as possible.

Compensation = 0.56%Compensation = 0.86%

“Small absolute errors” can be “large relative errors” in compensation and dramatically impact data

Monday, June 20, 2011

Compensation ControlsThere are only three rules to follow to ensure accurate compensation. All errors in compensation can be traced to a problem with one of these.

1. The experimental samples and control samples must be matched.• Identical fluorochrome• Identical instrument sensitivity (not settings)

2. The background (autofluorescence) for any given control’s positive and negative events must be identical.

3. Each control’s positive must be at least as bright as any experimental sample.

To ensure precise compensation, collect enough events to precisely estimate median fluorescences in all channels: Beads: 5-10K Positive cells: 20-50K

Monday, June 20, 2011