1. Advanced Methods in Reconstructing Phylogenetic Relationships 2010 Practical Course: March 8th to 13th, 2010, Rio de Janeiro

2. Darwin’s letter to Thomas Huxley 1857 The time will come I believe, though I shall not live to see it, when we shall have fairly true genealogical (phylogenetic) trees of each great kingdom of nature Haeckel’s pedigree of man

3. Aims of the course: To introduce the theory and practice of phylogenetic inference from molecular data To introduce some of the most useful methods and computer programmes To encourage a critical attitude to data and its analysis

4. Some definitions

5. Richard Owen

6. Homologue: the same organ under every variety of form and function (true or essential correspondence) Analogy: superficial or misleading similarity Richard Owen 1843 Owen’s definition of homology

7. Charles Darwin

8. “The natural system is based upon descent with modification.. the characters that naturalists consider as showing true affinity (i.e. homologies) are those which have been inherited from a common parent, and, in so far as all true classification is genealogical; that community of descent is the common bond that naturalists have been seeking” Charles Darwin, Origin of species 1859 p. 413 Darwin and homology

9. Homology: similarity that is the result of inheritance from a common ancestor - the identification and analysis of homologies is central to phylogenetic systematics Homology is...

10. Sees homology as evidence of common ancestry Uses tree diagrams to portray relationships based upon recency of common ancestry Monophyletic groups (clades) - contain species which are more closely related to each other than to any outside of the group Phylogenetic systematics

11. Bacterium 1 Bacterium 3 Bacterium 2 Eukaryote 1 Eukaryote 4 Eukaryote 3 Eukaryote 2 Bacterium 1 Bacterium 3 Bacterium 2 Eukaryote 1 Eukaryote 4 Eukaryote 3 Eukaryote 2 Phylograms show branch order and branch lengths Cladograms and phylograms Cladograms show branching order - branch lengths are meaningless

12. Rooted by outgroup Rooting using an outgroup archaea eukaryote bacteria outgroup root eukaryote Unrooted tree archaea Monophyletic group Monophyletic group

13. What kind of data?

14. Fossil skulls

15. Family tree for humans

16. Microbial morphologies - some are complex but many are simple - for example look at a drop of lake water:

17. Linus Pauling

18. “We may ask the question where in the now living systems the greatest amount of information of their past history has survived and how it can be extracted” “Best fit are the different types of macromolecules (sequences) which carry the genetic information” Molecules as documents of evolutionary history

19. Small subunit ribosomal RNA 18S or 16S rRNA

20. An alignment involves hypotheses of positional homology between bases or amino acids Alignment of 16S rRNA sequences from different bacteria

23. Automated Progressive Alignment of Sequences Essentially a heuristic method and as such is not guaranteed to find the ‘optimal’ alignment. Most successful implementation is Clustal (Des Higgins). This software is cited 3,000 times per year in the scientific literature.

24. Des Higgins is very famous

25. Automatic alignment programs There are a variety available: Clustal W 2.0, Muscle, T-Coffee are among the most popular All are easy to use and relatively quick (but this depends on how many sequences and how similar they are). Outputs files are produced which can be read by most phylogenetic analysis programmes. Can fail badly with highly divergent sequences.

26. James McInerney is not here But he has produced a nice lecture on some background issues for multiple alignment This can be downloaded from the embo world 2009 directory on our lab webpage: http://research.ncl.ac.uk/microbial_eukaryotes/index.html

27. Advice on alignments Treat cautiously Can be improved by eye (usually) Often helps to have colour-coding Depending on the use, the user should be able to make a judgement on those regions that are reliable or not For phylogeny reconstruction, only use those positions whose hypothesis of positional homology is unimpeachable (or do experiments)

28. Patterns in sequence data

29. Which sequences should we use? Do the sequences contain phylogenetic signal for the relationships of interest? (might be too conserved or too variable) Are there features of the data which might mislead us about evolutionary relationships? Exploring patterns in sequence data 1:

30. Is there a molecular clock? The idea of a molecular clock was initially suggested by Zuckerkandl and Pauling in 1962 They noted that rates of amino acid replacements in animal haemoglobins were roughly proportional to time - as judged against the fossil record

31. Rate Heterogeneity

33. Rates of amino acid replacement in different proteins

34. There is no universal molecular clock The initial proposal saw the clock as a Poisson process with a constant rate Now known to be more complex - differences in rates occur for: –different sites in a molecule –different genes –different regions of genomes –different genomes in the same cell –different taxonomic groups for the same gene There is no universal molecular clock

35. Small subunit ribosomal RNA 18S or 16S rRNA

36. Failure To Accommodate Rate Heterogeneity Can Lead To Problems When Making Trees

37. Unequal rates in different lineages may cause problems for phylogenetic analysis Felsenstein (1978) made a simple model phylogeny including four taxa and a mixture of short and long branches All methods are susceptible to “long branch” problems Methods which assume that all sites change at the same rate are particularly poor at recovering the true tree A B C D TRUE TREEWRONG TREE AB CD pp q qq p > q

38. Chaperonin 60 Protein Maximum Likelihood Tree (PROTML, Roger et al. 1998, PNAS 95: 229) Longest branches Bootstrap values are a common way of assessing support for relationships

39. High bootstrap values can be misleading - adding a single new sequence

40. A proposal for three domains of life (Woese, Kandler and Wheelis 1990 PNAS 87, 4576)

41. archaebacteria bacteria eukaryotes Concatenated LSU+SSU rRNA analyzed using a standard (GTR plus gamma*2) model The 3-domains tree of life Cox et al. 2008. PNAS eocyte archaebacteria Two longest branches

42. NDCH (GTR+g+2cv)*2 Heterogeneous across tree CAT model bacteria eukaryotes 0.75 0.95 Other archaebacteria eocytes The same RNA data analyzed using better models (Cox et al. 2008)

43. Saturation is due to multiple changes at the same site subsequent to lineage splitting Most data will contain some fast evolving sites which are potentially saturated (e.g. in proteins often position 3) In severe cases the data becomes essentially random and all information about relationships can be lost Saturation in sequence data:

44. Multiple changes at a single site - hidden changes CA C G T A 1 2 3 1 Seq 1 Seq 2 Number of changes Seq 1 AGCGAG Seq 2 GCGGAC

45. Exploring patterns in sequence data Do sequences manifest biased base compositions (e.g thermophilic convergence) or biased codon usage patterns which may obscure phylogenetic signal

46. A case study in phylogenetic analysis: Deinococcus and Thermus Deinococcus are radiation resistant bacteria Thermus are thermophilic bacteria –BUT: –Both have the same very unusual cell wall based upon ornithine –Both have the same menaquinones (Mk 9) –Both have the same unusual polar lipids Congruence between these complex characters supports a phylogenetic relationship between Deinococcus and Thermus

47. % Guanine + Cytosine in 16S rRNA genes from mesophiles and thermophiles Thermophiles: Thermotoga maritima Thermus thermophilus Aquifex pyrophilus Mesophiles: Deinococcus radiodurans Bacillus subtilis 62 64 65 55 %GC all sites 72 73 52 50 variable sites

48. Shared nucleotide or amino acid composition biases can also cause problems for phylogenetic analysis True tree Wrong tree AquifexThermus Bacillus Deinococcus Aquifex (73%) Thermus (72%) Bacillus (50%) Deinococcus (52% G+C) 16S rRNA The correct tree can be obtained if a model is used which allows base/aa composition to vary between sequences -LogDet/Paralinear Distances Heterogeneous Maximum Likelihood Thermus Deinococcus Aquifex Bacillus

49. Gene trees and species trees We often assume that gene trees give us species trees a b c A B C Gene tree Species tree

50. Orthologues and paralogues a A* b* cBC* Ancestral gene Duplication to give 2 copies on the same genome = paralogues of each other orthologous paralogous A*C*b* A mixture of orthologues and paralogues sampled

51. The malic enzyme gene tree contains a mixture of orthologues and paralogues Anas = a duck! Gene duplication Plant chloroplast Plant mitochondrion

52. There may be conflicting patterns in data which can potentially mislead us about evolutionary relationships Our methods of analysis need to be able to deal with the complexities of sequence evolution and to recover any underlying phylogenetic signal Some methods may do this better than others depending on the properties of individual data sets All trees are simply hypotheses! Summary:

53. Phylogenetic analysis is frequently treated as a black box into which data are fed (often gathered at considerable cost) and out of which “The Tree” springs (Hillis, Moritz & Mable 1996, Molecular Systematics) Phylogenetic analysis requires careful thought