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Part one An Introduction to Phylogenetic Methods Dr Laura Emery Laura.Emery@ebi.ac.uk www.ebi.ac.uk/training

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Objectives After this tutorial you should be able to… Discuss a range of methods for phylogenetic inference, their advantages, assumptions and limitations Implement some phylogenetic methods using publicly available software Appreciate some approaches for assessing branch support and selecting an appropriate substitution model

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Outline Alignment for phylogenetics Phylogenetics: The general approach Phylogenetic Methods (1 – simple methods) Assessing Branch Support BREAK Substitution Models Phylogenetic Methods (2 - statistical inference) Deciding which model to use (hypothesis testing) Software

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Alignment for phylogenetics Phylogenetic analyses are typically applied to alignments of sequence data Occasionally other data such as morphological traits are used (e.g. when no sequence data is available) Alignments must contain homologous sequences We assume that sites in the same column in an alignment are homologous

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Alignment for phylogenetics Benjamin Redelings

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Columns in alignments should be homologous Benjamin Redelings

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Phylogenetics: The general approach We want to find the tree that best explains our aligned sequences We need to be able to define “best explains” we need a model of sequence evolution we need a criterion (or set of criteria) to use to choose between alternative trees then evaluate all possible trees (NB: if N=20, then 2 x 1020 possible unrooted trees!) or take a short cut Paul Sharp

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There is only one true tree The true tree refers to what actually happened in the evolutionary past All methods attempt to reconstruct the true phylogeny Even the best method may not give you the true tree

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Methodological approaches 1. Distance matrix methods (pre-computed distances) UPGMAassumes perfect molecular clock Sokal & Michener (1958) Minimum evolution (e.g. Neighbor-joining, NJ) Saitou & Nei (1987) 2. Maximum parsimony Fitch (1971) Minimises number of mutational steps 3. Maximum likelihood, ML Evaluates statistical likelihood of alternative trees, based on an explicit model of substitution 4. Bayesian methods Like ML but can incorporate prior knowledge

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What is a distance matrix? A table that indicates the number of substitutions between pairs of sequences

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Distance Matrix Methods Andrew Rambaut

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UPGMA Method 1. Identify the pair of most closely related taxa according to the pairwise-genetic distance matrix 2. Cluster these together Figures Andrew Rambaut

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UPGMA Method 3. Recalculate distance matrix (calculate the distances from the new cluster to every other sequence) Take the average of both distances E.g. distance[spinach, monkey/human] : = (distance[spinach, human] + distance[spinach, monkey]) / 2 = (86.3 + 90.8)/2 = 88.55 Figures Andrew Rambaut

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UPGMA Method 4. Repeat the procedure until the tree is finished distance between (spi,ric) and mos(mon,hum) is 108.7 Andrew Rambaut

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UPGMA Method Assumptions: Strict molecular clock Ultrametric distance data Advantages: Fast and simple Disadvantages: Data are almost never ultrametric Usage: Almost never used

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Neighbour Joining Method An improvement over the UPGMA: does not require data to be ultrametric Identifies the topology that gives the least total branch length at each step Figures Olivier Gascuel

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Neighbour Joining Method Advantages: allows the use of an explicit model of evolution fast and simple able to deal with thousands of taxa Disadvantages: only produces one tree reduces all sequence information into a single distance value dependant on the evolutionary model used Usage: commonly used due to being widely available in many software packages

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Methodological approaches 1. Distance matrix methods (pre-computed distances) UPGMAassumes perfect molecular clock Sokal & Michener (1958) Minimum evolution (e.g. Neighbor-joining, NJ) Saitou & Nei (1987) 2. Maximum parsimony Fitch (1971) Minimises number of mutational steps 3. Maximum likelihood, ML Evaluates statistical likelihood of alternative trees, based on an explicit model of substitution 4. Bayesian methods Like ML but can incorporate prior knowledge

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Maximum Parsimony The most parsimonious tree is the tree requiring the smallest number of substitutions to explain the sequences C A C T CCA * * * length = 3 * ** * * * T A T TCCA C C T TCCA C C C TCCA * * length = 2 length = 3 MP (unrooted) ? ? ?

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Maximum Parsimony Assumptions: Multiple substitutions rare Advantages: fast Disadvantages not consistent with most models of evolution can result in multiple optimal trees Usage: still used with morphological data Figures Andrew Rambaut

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The problem of multiple substitutions More likely to have occurred between distantly related species > We need an explicit model of evolution to account for these (to be covered in part two) A A AT G * * * * hidden mutations

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Methodological approaches 1. Distance matrix methods (pre-computed distances) UPGMAassumes perfect molecular clock Sokal & Michener (1958) Minimum evolution (e.g. Neighbor-joining, NJ) Saitou & Nei (1987) 2. Maximum parsimony Fitch (1971) Minimises number of mutational steps 3. Maximum likelihood, ML Evaluates statistical likelihood of alternative trees, based on an explicit model of substitution 4. Bayesian methods Like ML but can incorporate prior knowledge How well supported are my branches?

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A tree is a collection of hypotheses so we assess our confidence in each of its parts or branches independently There are three main approaches: Bootstraps Bayesian methods Approximate likelihood ratio test (aLRT) methods 85 63 100 probabilistic 0.93 0.81 0.99

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Felsenstein, J. 1985. Confidence limits on phylogenies: an approach using the bootstrap. Evolution 39: 783-791. Bootstrapping 1. Take your alignment, and consider each column separately 2. Resample columns with replacement to create many dummy alignments 3. Use these to draw many trees and count up the occurrences of each branch among these trees repeat lots Figures Andrew Rambaut

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Issues with bootstrapping Sites may not evolve independently P values are biased (too conservative) Calculating bootstraps for many branches results in multiple testing Bootstrapping does not correct biases in phylogeny methods Nevertheless they perform surprisingly well

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Outline Alignment for phylogenetics Phylogenetics: The general approach Phylogenetic Methods (1 – simple methods) Assessing Branch Support BREAK Substitution Models Phylogenetic Methods (2 - statistical inference) Deciding which model to use (hypothesis testing) Software

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Now it's your turn… Open your course manuals and begin Tutorial 1 Also available to download from: http://www.ebi.ac.uk/training/course/scuola-di- bioinformatica-2013 http://www.ebi.ac.uk/training/course/scuola-di- bioinformatica-2013 You will require the alignment file 5SrRNA.txt There are answers available online but it is much better to ask for help!

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Thank you! www.ebi.ac.uk Twitter: @emblebi Facebook: EMBLEBI

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