bio-microbiome-amplicon-processing

name	bio-microbiome-amplicon-processing
description	Infers exact amplicon sequence variants (ASVs) from demultiplexed 16S rRNA or ITS amplicon FASTQ with DADA2 - removing primers with cutadapt (--discard-untrimmed), learning a per-run error model (filterAndTrim -> learnErrors -> dada -> mergePairs), merging run-level tables with mergeSequenceTables, then one removeBimeraDenovo. Covers why primers come OFF before truncation, why the error model is per-run, truncLen as a merge-overlap detection budget (V4 vs V3-V4), DADA2 vs Deblur and q2-dada2 (denoise-paired/single/pyro/ccs), ASV vs OTU, NovaSeq binned-quality error-fit breakage, ITSxpress for variable-length ITS, and decontam removal of reagent/kit contaminants. Use when turning demultiplexed amplicon reads into an ASV/feature table, choosing truncation lengths, handling multi-run studies, or ITS. For shotgun reads see metagenomics/kraken-classification; for QIIME2 CLI mechanics see qiime2-workflow; for primer trimming theory see read-qc/adapter-trimming.
tool_type	mixed
primary_tool	DADA2

Version Compatibility

Reference examples tested with: DADA2 1.30+, cutadapt 4.6+, ITSxpress 2.0+, QIIME2 2024.2+.

Before using code patterns, verify installed versions match. If versions differ:

• R: packageVersion('<pkg>') then ?function_name to verify parameters
• CLI: <tool> --version then <tool> --help to confirm flags
• Python: pip show <package> then help(module.function) to check signatures

If code throws ImportError, AttributeError, or TypeError, introspect the installed package and adapt the example to match the actual API rather than retrying.

The error model is a PER-RUN artifact, not a version: learnErrors is fit to one sequencing run (flowcell/chemistry/instrument). Multi-run studies run the per-run inference separately, then mergeSequenceTables, then a single chimera removal - never pool FASTQs across runs before learnErrors. DADA2 dada() defaults (OMEGA_A 1e-40, mergePairs minOverlap 12) and QIIME2 plugin flag spellings drift between releases; confirm with ?dada and qiime dada2 --help.

Amplicon Processing with DADA2

"Process my 16S amplicon data to get ASVs" -> Strip primers, learn a per-run error model, denoise into exact amplicon sequence variants, merge pairs, and remove chimeras - because an ASV is a model-inferred sequence conditioned on one run, not a clustered consensus or an organism.

• R: dada(filtFs, err=learnErrors(filtFs, multithread=TRUE), multithread=TRUE)
• CLI: cutadapt -g FWD -G REV --discard-untrimmed ... then DADA2, or qiime dada2 denoise-paired

Scope: demultiplexed amplicon reads -> chimera-free ASV/feature table + representative sequences. Shotgun reads -> metagenomics/kraken-classification. Taxonomy of the ASVs -> taxonomy-assignment. Diversity/DA of the table -> diversity-analysis, differential-abundance. Compositional/normalization theory (shared) -> metagenomics/abundance-estimation. QIIME2 artifact/provenance/demux mechanics -> qiime2-workflow. Primer-trimming theory -> read-qc/adapter-trimming.

The Single Most Important Modern Insight -- An ASV Is a Denoiser's Output on One Run, Not a Ground-Truth Organism

The feature table is not an observation of the community; it is the residue of modeling decisions made BEFORE any result exists - which primers were stripped, where reads were truncated, what error model the run's quality scores supported, what was called a chimera. Turn the knobs differently and the table changes. Three corollaries each common misuse violates:

1. Primers and truncLen decide what is detectable, silently. Leftover primers corrupt the error model (mismatches read as sequencing error) and masquerade as chimeras; truncating reads below the merge-overlap budget erases taxa by arithmetic, not biology. These knobs are set before the answer exists - declare them.
2. The error model is fit PER RUN. Illumina error rates are run-specific. Concatenating runs before learnErrors fits one model to a mixture of error structures and denoises wrong. Infer each run separately, then mergeSequenceTables (the exact-sequence string is the join key), then one chimera removal.
3. An ASV is an exact sequence, not a cell, genome, or species. One genome carries multiple, often divergent 16S copies, so one organism becomes several ASVs and inflates richness (Schloss 2021). Reads are not cells (16S copy number varies); a species-level 16S call is usually overconfident.

Organize the work around declaring and defending these knobs - not around running dada() and calling the columns "species."

ASV vs OTU -- the Methodological Fork

An ASV (DADA2/Deblur) is an exact inferred sequence at single-nucleotide resolution; a 97% OTU is a centroid of a 3%-identity cluster. Both sides are live (present both, do not declare a winner):

• ASVs replace OTUs (Callahan 2017 ISME J 11:2639): the sequence IS the identity, so ASVs are portable across studies without re-clustering, higher-resolution, and reproducible (no clustering-order/abundance dependence). This is the field default.
• ASVs over-split genomes (Schloss 2021 mSphere 6:e00191-21; Pan 2023 Appl Environ Microbiol 89:e02108-22): intragenomic 16S copy heterogeneity (in ~60% of prokaryotes; E. coli K-12 has 7 copies in ~5 sequence types) makes one organism appear as several ASVs, inflating richness; 97% OTUs lump those copies back. Defensible practice: use ASVs, but treat ASV count as an upper bound on richness and collapse to a taxonomic rank (taxonomy-assignment) before richness claims.

Tool Taxonomy

Tool	Citation	Mechanism / role	When
DADA2	Callahan 2016 Nat Methods 13:581	per-run parametric error model, abundance-partition denoising, merge, chimera	the default; variable length, ITS, singleton sensitivity via pseudo-pooling
q2-dada2	(DADA2 engine; Bolyen 2019 Nat Biotechnol 37:852)	QIIME2 wrapper: denoise-paired/single/pyro/ccs	DADA2 inside a QIIME2 artifact/provenance workflow -> qiime2-workflow
Deblur	Amir 2017 mSystems 2:e00191-16	static upper-bound Illumina error profile (positive filter), one fixed length	fast, per-sample-independent, trivially combinable runs; 16S only
cutadapt	Martin 2011 EMBnet J 17:10	primer/adapter trimming (-g/-G, linked adapters)	MUST run before filterAndTrim; primer removal -> read-qc/adapter-trimming
ITSxpress	Rivers 2018 F1000Research 7:1418	HMM-trims the variable-length ITS spacer, keeping quality scores	ITS only; ITS has no valid fixed truncLen
VSEARCH	Rognes 2016 PeerJ 4:e2584	open-source 97% OTU clustering, dereplication, chimera	the OTU path, if a 97% clustering is required (legacy)

Decision Tree by Scenario

Scenario	Recommended	Why
16S V4 (~253 bp), 2x250	DADA2 paired, truncLen with comfortable overlap	huge merge slack; truncate to quality freely
16S V3-V4 (~460 bp), 2x250	DADA2 paired, protect overlap; loosen maxEE R	only ~28 bp slack - the merge budget dominates quality
ITS (variable length)	cutadapt + ITSxpress + DADA2 truncLen=0	fixed truncation slices real biology and breaks merging
Full-length 16S (PacBio HiFi/CCS)	DADA2 / qiime dada2 denoise-ccs	resolves to species/strain; single-end CCS, not paired
Multiple sequencing runs	per-run inference -> mergeSequenceTables -> one chimera removal	error model is per-run; never pool FASTQs first
Want speed, fixed length, many runs, 16S only	Deblur (denoise-16S)	static positive filter; per-sample independent
Need singleton/rare-ASV sensitivity	DADA2 dada(..., pool='pseudo')	pseudo-pooling approximates full pooling in linear time
NovaSeq/NextSeq/iSeq (binned Q)	inspect plotErrors; enforce monotonic error fit	~4 quality bins starve the loess fit -> wrong denoising
Shotgun (random WGS) reads, not amplicon	-> metagenomics/kraken-classification	no primers/per-run denoising; different category

Remove Primers First (cutadapt)

Goal: Strip synthetic, often-degenerate primer sequence before any quality/error step.

Approach: Match the forward primer as a 5' adapter on R1 and the reverse primer on R2, discarding pairs where the primer is absent. The order primers -> filter -> learn-errors is non-negotiable: leftover primers corrupt the error model, shift the truncLen frame, and inflate chimeras.

# -g = 515F forward primer (5' adapter on R1); -G = 806R reverse primer (5' adapter on R2);
# --discard-untrimmed drops pairs lacking the primer (a primerless read is suspect).
cutadapt \
    -g GTGYCAGCMGCCGCGGTAA \
    -G GGACTACNVGGGTWTCTAAT \
    --discard-untrimmed \
    -o trimmed_R1.fastq.gz -p trimmed_R2.fastq.gz \
    sample_R1.fastq.gz sample_R2.fastq.gz

The QIIME2 equivalent is qiime cutadapt trim-paired --p-front-f FWD --p-front-r REV --p-discard-untrimmed.

The Per-Run DADA2 Pipeline

Goal: Turn one run's primer-trimmed FASTQs into a denoised, merged sequence table.

Approach: Filter on expected errors and truncate within the merge budget, learn the run's error model, denoise each read set against it, merge pairs, then tabulate. Run this block once PER sequencing run.

library(dada2)

out <- filterAndTrim(fnFs, filtFs, fnRs, filtRs,
                     truncLen=c(240, 160),     # region/read-length specific; subject to the merge budget below
                     maxEE=c(2, 2), truncQ=2, maxN=0, rm.phix=TRUE,
                     compress=TRUE, multithread=TRUE)
errF <- learnErrors(filtFs, multithread=TRUE)  # fit THIS run only
errR <- learnErrors(filtRs, multithread=TRUE)
plotErrors(errF, nominalQ=TRUE)                # observed points must track the fitted line and fall with Q
dadaFs <- dada(filtFs, err=errF, multithread=TRUE)   # pool='pseudo' for rare-ASV sensitivity
dadaRs <- dada(filtRs, err=errR, multithread=TRUE)
mergers <- mergePairs(dadaFs, filtFs, dadaRs, filtRs, verbose=TRUE)
seqtab_run <- makeSequenceTable(mergers)

truncLen Is a Detection Budget, Not a Quality Setting

Paired-end merging needs truncLen_F + truncLen_R >= amplicon_length + ~12 (DADA2 minOverlap default is 12). truncLen is jointly constrained by quality (cut where median Q drops below ~Q30 on plotQualityProfile) AND this overlap budget; the two fight, and for long amplicons the budget wins.

• V4 (515F/806R, ~253 bp), 2x250: 250+250 vs 253+12 leaves huge slack - truncate to quality freely (e.g. c(240, 200)).
• V3-V4 (341F/805R, ~460 bp), 2x250: 250+250 vs 460+12 leaves only ~28 bp slack. Aggressive truncation of both reads kills the overlap and the merge rate collapses to near zero. Preserve length: barely truncate the reverse and loosen maxEE to c(2, 5) to keep low-Q reverse reads.

A merge cliff in the read-tracking table is a budget problem, not bad data - the taxa were erased by arithmetic.

Combine Runs, Then Remove Chimeras

Goal: Merge per-run sequence tables into one study table and remove PCR chimeras once.

Approach: Join run-level tables by exact sequence string, then detect bimeras (an ASV reconstructable from two more-abundant parents) across the combined table.

st_all <- mergeSequenceTables(seqtab_run1, seqtab_run2)   # exact-sequence string is the join key
seqtab_nochim <- removeBimeraDenovo(st_all, method='consensus', multithread=TRUE, verbose=TRUE)
sum(seqtab_nochim) / sum(st_all)   # chimeras = many ASVs but few READS (~0.8-0.99 retained)

Carry "run" forward as a batch covariate into differential abundance. A large READ fraction removed as chimeric is a leftover-primer smell (degenerate bases look chimeric), not a real chimera storm.

Decontamination and Controls (low-biomass)

Goal: Identify and remove reagent/kit ("kitome") contaminant ASVs before any downstream analysis - decisive for low-biomass samples, where contaminants can outnumber real signal.

Approach: Sequence negative controls (extraction blanks, no-template PCR) and a positive mock community alongside the samples, then classify contaminant ASVs with decontam (Davis 2018): the prevalence method when only controls are available, the frequency method when per-sample DNA concentration was measured, combined when both.

library(decontam)
# seqtab_nochim is samples (rows) x ASVs (cols) - decontam's expected orientation.
# is_control: logical, TRUE for negative-control samples; dna_conc: per-sample DNA concentration (qPCR/Qubit).
# prevalence-only threshold 0.1 default; 0.5 = aggressive (ASV more prevalent in controls than samples = contaminant).
contam <- isContaminant(seqtab_nochim, neg = meta$is_control, conc = meta$dna_conc, method = 'combined', threshold = 0.1)
seqtab_clean <- seqtab_nochim[, !contam$contaminant]

Low-biomass samples (skin, biopsy, BAL, sterile-site swabs) can be dominated by the kitome, so a "community" there may be mostly contamination - never interpret a low-biomass result without controls. The shotgun analogue is metagenomics/contamination-controls.

ITS: Never Fixed-Truncate

Goal: Isolate the biologically variable-length ITS spacer without slicing real sequence.

Approach: Strip primers with cutadapt, then HMM-trim the conserved SSU/5.8S/LSU flanks with ITSxpress (preserving quality scores), then denoise with truncLen=0, filtering on maxEE/minLen only.

itsxpress --fastq r1.fastq.gz --fastq2 r2.fastq.gz \
    --region ITS2 --taxa Fungi \   # ITS1/ITS2/ALL; --taxa selects the HMM model
    --outfile trimmed.fastq.gz --threads 4

out_its <- filterAndTrim(trimmed, filtered, truncLen=0,   # NEVER fix-truncate ITS (variable length)
                         maxEE=2, minLen=50, maxN=0, rm.phix=TRUE, multithread=TRUE)

QIIME2 and Deblur Equivalents

DADA2 inside QIIME2: qiime dada2 denoise-paired --p-trunc-len-f --p-trunc-len-r (also denoise-single, denoise-pyro for 454/Ion Torrent, denoise-ccs with --p-front/--p-adapter/--p-min-len/--p-max-len for PacBio CCS). Deblur (static positive filter, one fixed length, 16S only):

qiime deblur denoise-16S --i-demultiplexed-seqs qc.qza \
    --p-trim-length 250 --p-sample-stats \   # ONE fixed length; Deblur cannot handle variable length
    --o-representative-sequences rep-seqs.qza --o-table table.qza --o-stats stats.qza

Do not merge a DADA2 ASV table with a Deblur sOTU table - different feature definitions.

Per-Method Failure Modes

Primers left on before truncation

Trigger: running filterAndTrim/learnErrors on reads that still carry primers. Mechanism: synthetic, often-degenerate primer bases are read as sequencing error and create spurious split points. Symptom: wrong error fit, a huge READ fraction removed as chimeric, inflated ASV count. Fix: cutadapt --discard-untrimmed first; order is primers -> filter -> learnErrors.

Pooling runs before learnErrors

Trigger: concatenating multiple runs' FASTQs into one pipeline. Mechanism: one error model is fit to a mixture of run-specific error structures. Symptom: distorted denoising; ASVs that vanish or appear when runs are split. Fix: per-run inference, then mergeSequenceTables, then one chimera removal; carry run as a batch covariate.

Merge cliff from over-truncation

Trigger: truncLen_F + truncLen_R below amplicon length + 12. Mechanism: denoised pairs no longer overlap enough to merge. Symptom: near-zero merged column in read tracking; misread as "low diversity"/"bad data". Fix: compute the budget from amplicon and read length first; for long amplicons keep length and loosen maxEE R.

Fixed-truncating ITS

Trigger: any truncLen on ITS. Mechanism: ITS length is biological (ITS1 ~200-600 bp), so a fixed cut slices real sequence off long variants and merge-fails short ones. Symptom: lost long fungal taxa, poor merging. Fix: cutadapt + ITSxpress, then truncLen=0, filter on maxEE/minLen.

NovaSeq/NextSeq binned-quality error fit

Trigger: default learnErrors on ~4-bin quality data. Mechanism: the loess error-vs-Q fit is starved and can become non-monotonic (error rising at high Q). Symptom: in plotErrors the fitted line diverges from observed points. Fix: enforce monotonicity in the error matrix (nf-core/ampliseq --illumina_novaseq, or set sub-max-Q entries to the max-Q error); never trust the default fit on binned Q.

ASV count read as species richness

Trigger: reporting ASV count as richness or each ASV as one organism. Mechanism: intragenomic 16S copy divergence splits one genome into several ASVs (Schloss 2021); reads are not cells (copy number 1-15+). Symptom: inflated richness, "species" that are copies of one organism. Fix: collapse to genus/species (taxonomy-assignment) before richness claims; treat ASV count as an upper bound.

Low-biomass contamination ignored (no controls / no decontam)

Trigger: analysing low-biomass samples (skin, biopsy, BAL, sterile site) without sequencing controls or running decontam. Mechanism: reagent/kit DNA (the kitome) is amplified alongside scarce template and can dominate the reads. Symptom: a plausible "community" in a near-sterile sample; reagent-associated genera prominent; results track DNA yield. Fix: sequence extraction-blank + no-template-PCR negatives (and a positive mock), run decontam (prevalence or combined), report what was removed (Davis 2018; metagenomics/contamination-controls).

Quantitative Thresholds

Threshold	Source	Rationale
maxEE c(2,2) (loosen R to 5 for long amplicons)	Callahan 2016 Nat Methods 13:581	expected-errors filter beats a hard Q cutoff; computed on the TRUNCATED read, so it interacts with truncLen
truncLen budget: truncLen_F + truncLen_R >= amplicon_len + 12	DADA2 mergePairs minOverlap default	below this, denoised pairs cannot merge; the merge cliff is arithmetic, not data
truncLen cut where median Q < ~25-30	DADA2 docs	quality target, secondary to the merge budget for long amplicons
maxN = 0	DADA2 docs	DADA2 cannot model ambiguous bases; mandatory
chimera retained-read fraction ~0.8-0.99	DADA2 docs	chimeras are many ASVs but few reads; a large read loss flags leftover primers
pool='pseudo' for rare ASVs	DADA2 docs	approximates full pooling (quadratic) in linear time; default FALSE misses cross-sample singletons
Deblur --p-trim-length one fixed value	Amir 2017 mSystems 2:e00191-16	the positive filter requires a single read length
16S copy-number correction: report, do not assume	Louca 2018 Microbiome 6:41	predictable only near reference genomes; correction can ADD error ("unsolved problem")

Common Errors

Error / symptom	Cause	Solution
Near-zero merge rate	truncLen below the overlap budget	recompute budget; keep length, loosen maxEE R
Large read fraction "chimeric"	primers not trimmed (degenerate bases)	cutadapt --discard-untrimmed before filtering
plotErrors fitted line diverges from points	binned quality (NovaSeq/NextSeq)	enforce monotonic error matrix; nf-core/ampliseq --illumina_novaseq
ASVs vanish/appear when runs split	one error model fit across runs	per-run learnErrors, then mergeSequenceTables
Few reads pass filter	maxEE too strict or truncLen too long (low-Q tail)	loosen maxEE, shorten truncLen within the budget
ITS taxa lost / poor merging	fixed truncLen on ITS	cutadapt + ITSxpress, then truncLen=0

References

• Callahan BJ, McMurdie PJ, Rosen MJ, Han AW, Johnson AJA, Holmes SP. 2016. DADA2: high-resolution sample inference from Illumina amplicon data. Nat Methods 13:581-583.
• Callahan BJ, McMurdie PJ, Holmes SP. 2017. Exact sequence variants should replace operational taxonomic units in marker-gene data analysis. ISME J 11:2639-2643.
• Callahan BJ, Wong J, Heiner C, Oh S, Theriot CM, Gulati AS, McGill SK, Dougherty MK. 2019. High-throughput amplicon sequencing of the full-length 16S rRNA gene with single-nucleotide resolution. Nucleic Acids Res 47:e103.
• Amir A, McDonald D, Navas-Molina JA, Kopylova E, Morton JT, Zech Xu Z, Kightley EP, Thompson LR, Hyde ER, Gonzalez A, Knight R. 2017. Deblur rapidly resolves single-nucleotide community sequence patterns. mSystems 2:e00191-16.
• Martin M. 2011. Cutadapt removes adapter sequences from high-throughput sequencing reads. EMBnet J 17:10-12.
• Rivers AR, Weber KC, Gardner TG, Liu S, Armstrong SD. 2018. ITSxpress: software to rapidly trim internally transcribed spacer sequences with quality scores for marker gene analysis. F1000Research 7:1418.
• Rognes T, Flouri T, Nichols B, Quince C, Mahe F. 2016. VSEARCH: a versatile open source tool for metagenomics. PeerJ 4:e2584.
• Bolyen E, Rideout JR, Dillon MR, et al. 2019. Reproducible, interactive, scalable and extensible microbiome data science using QIIME 2. Nat Biotechnol 37:852-857.
• Schloss PD. 2021. Amplicon sequence variants artificially split bacterial genomes into separate clusters. mSphere 6:e00191-21.
• Pan P, et al. 2023. Microbial diversity biased estimation caused by intragenomic heterogeneity and interspecific conservation of 16S rRNA genes. Appl Environ Microbiol 89:e02108-22.
• Louca S, Doebeli M, Parfrey LW. 2018. Correcting for 16S rRNA gene copy numbers in microbiome surveys remains an unsolved problem. Microbiome 6:41.
• Davis NM, Proctor DM, Holmes SP, Relman DA, Callahan BJ. 2018. Simple statistical identification and removal of contaminant sequences in marker-gene and metagenomics data. Microbiome 6:226.

Related Skills

• taxonomy-assignment - Assign taxonomy to the ASVs produced here
• diversity-analysis - Alpha/beta diversity of the resulting community table
• differential-abundance - Compositional DA on the ASV/feature table
• qiime2-workflow - The QIIME2 CLI equivalent of this R workflow
• read-qc/adapter-trimming - cutadapt primer removal before DADA2
• metagenomics/kraken-classification - Shotgun (not amplicon) read classification
• metagenomics/abundance-estimation - Shared compositional/normalization theory
• metagenomics/contamination-controls - Negative/positive controls and decontam for low-biomass (shotgun analogue)
• phylogenetics/tree-io - Phylogenetic tree for UniFrac / Faith PD
• workflows/microbiome-pipeline - End-to-end amplicon pipeline