1 Introduction

This vignette describes the file-based dnaEPICO workflow. Functions return structured objects and write files when saveOutputs = TRUE. Use this workflow for reproducible directories, Make execution, and resumable analyses on local or HPC systems.

2 Citation

The dnaEPICO package uses methods from several external packages. Because no single manuscript describes all components, the guidance below explains how to cite dnaEPICO depending on the functions you use.

This citation guidance is adapted from the vignettes and user guides of minfi, ENmix, and wateRmelon.

  • If you use make f3 MODEL=model1, please cite Aryee et al. (2014); Fortin, Triche Jr., and Hansen (2017); Xu, Niu, and Taylor (2021); Pidsley et al. (2013); Maksimovic, Gordon, and Oshlack (2012); Fortin et al. (2014); Triche et al. (2013); Touleimat and Tost (2012); Murat et al. (2020).
  • If you use make f4 MODEL=model1, please cite Aryee et al. (2014); Fortin, Triche Jr., and Hansen (2017); Xu, Niu, and Taylor (2021); Pidsley et al. (2013); Maksimovic, Gordon, and Oshlack (2012); Fortin et al. (2014); Triche et al. (2013); Touleimat and Tost (2012); Murat et al. (2020); Marschner (2011).
  • If you use make f3lme MODEL=model1, please cite Aryee et al. (2014); Fortin, Triche Jr., and Hansen (2017); Xu, Niu, and Taylor (2021); Pidsley et al. (2013); Maksimovic, Gordon, and Oshlack (2012); Fortin et al. (2014); Triche et al. (2013); Touleimat and Tost (2012); Murat et al. (2020); Bates et al. (2015).
  • If you use make all MODEL=model1, please cite Aryee et al. (2014); Fortin, Triche Jr., and Hansen (2017); Xu, Niu, and Taylor (2021); Pidsley et al. (2013); Maksimovic, Gordon, and Oshlack (2012); Fortin et al. (2014); Triche et al. (2013); Touleimat and Tost (2012); Murat et al. (2020); Marschner (2011); Bates et al. (2015).

3 Required knowledge

dnaEPICO is built on core Bioconductor infrastructure for high-dimensional genomic data, with a focus on Illumina DNA methylation arrays. This vignette assumes familiarity with a general DNA methylation workflow. For an introduction, see this tutorial: https://paulyrp.github.io/2025-cpgpneurogenomics-workshop/tutorial.html. It covers the main concepts and analysis steps.

Preprocessing and quality control are performed using established Bioconductor tools, including minfi, ENmix, and wateRmelon. Downstream statistical modelling uses CpG-wise generalised linear models and longitudinal mixed-effects models fitted with lmerTest/lme4 or nlme. The nlme engine can include AR1 or CAR1 within-participant residual correlation. Users are expected to have basic familiarity with R, command-line execution, and Illumina IDAT file structures.

For an introduction to Bioconductor, see the installation guide.

3.1 Probe-exclusion reference files

The lists of excluded probes depend on the Illumina methylation-array platform.

  • For Illumina HumanMethylationEPIC v2.0, use the cross-reactive probe-exclusion file from Peters et al. (2024).

  • For Illumina MethylationEPIC, also known as the 850k array, use the probe-exclusion resources from Pidsley et al. (2016). The supporting files commonly used together are 13059_2016_1066_MOESM1_ESM.csv, 13059_2016_1066_MOESM4_ESM.csv, 13059_2016_1066_MOESM5_ESM.csv, and 13059_2016_1066_MOESM6_ESM.csv.

  • For Illumina HumanMethylation450k, use the cross-reactive and polymorphic probe resources from Chen et al. (2013).

  • Multiple probe-exclusion files can be supplied as a semicolon-separated value in probeExclusionPath. dnaEPICO reads probe IDs from each file, uses probeExclusionIdColumn when supplied, or otherwise auto-detects common probe-ID columns such as ProbeID, TargetID, IlmnID, and Name. The unique union of all probe IDs is then used to filter the normalised object.

  • For EPICv2, setting useEpicV2Manifest = TRUE also retrieves the expanded Peters et al. manifest from AnnotationHub resource AH116484. Probes flagged in selected manifest columns are added to the same exclusion set. By default, probes flagged by CH_WGBS_evidence, CH_BLAT, or MissingPos are removed, while MismatchPos is retained unless explicitly enabled.

4 Installation

Install the development version of dnaEPICO and its dependencies with BiocManager:

if (!requireNamespace("BiocManager", quietly = TRUE)) {
    install.packages("BiocManager")
}

BiocManager::install("paulYRP/dnaEPICO")

BiocManager::valid()
library("dnaEPICO")

5 Extract the example Makefile

The package includes a template Makefile that can be copied into a project directory and adapted to local paths and model definitions.

makefilePath <- extractMake(destDir = tempdir(), overwrite = TRUE)
basename(makefilePath)
#> [1] "Makefile"

After extraction, the file should be edited so that the project-specific paths, model labels, and cluster settings match the target analysis environment.

Arguments:

  • destDir = tempdir() writes the template to a temporary directory so the example does not modify the working tree.
  • overwrite = TRUE allows the template to be replaced if it already exists in that temporary location.

6 Write preprocessingMinfiEwasWater outputs to disk

The file-based route usually starts with preprocessingMinfiEwasWater(). This step writes the filtered RGSet, normalized metric matrices, quality-control figures, and the phenoLC.csv file that will be consumed by svaEnmix() and preprocessingPheno().

6.0.1 Create example input files

The next chunk shows how to recreate the temporary files used in this example. It writes a small phenotype table to a temporary directory, copies a small set of IDAT files, and records the probe-exclusion reference used during probe filtering.

preprocessing_inputs <- dnaEPICO:::exampleMinfiIdatInputsDnaEpico(n = 6L)

names(preprocessing_inputs)
#> [1] "tempDir"            "idatFolder"         "phenoFile"         
#> [4] "targets"            "arrayType"          "annotationVersion" 
#> [7] "probeExclusionPath"
preprocessing_inputs$tempDir
#> [1] "/tmp/RtmpBnguYi/dnaEPICO-idat-example-1259cbcf22fbf"
basename(preprocessing_inputs$phenoFile)
#> [1] "pheno.csv"
head(
    basename(list.files(
        preprocessing_inputs$idatFolder,
        full.names = TRUE
    )),
    4
)
#> [1] "5723646052_R02C02_Grn.idat" "5723646052_R02C02_Red.idat"
#> [3] "5723646052_R04C01_Grn.idat" "5723646052_R04C01_Red.idat"
basename(preprocessing_inputs$probeExclusionPath)
#> [1] "12864_2024_10027_MOESM8_ESM.csv"

preprocessing_inputs is a small list returned by the internal example helper. names(preprocessing_inputs) shows its main elements: tempDir is the temporary working directory, idatFolder contains the copied example IDAT files, phenoFile is the phenotype table used by the function, targets is the same phenotype information already loaded into memory, arrayType and annotationVersion describe the array platform, and probeExclusionPath points to the probe-exclusion reference used during probe filtering.

preprocessPipelineResult <- preprocessingMinfiEwasWater(
    phenoFile = preprocessing_inputs$phenoFile,
    idatFolder = preprocessing_inputs$idatFolder,
    outputLogs = file.path(preprocessing_inputs$tempDir, "logs"),
    nSamples = 6,
    SampleID = "Sample_Name",
    arrayType = preprocessing_inputs$arrayType,
    annotationVersion = preprocessing_inputs$annotationVersion,
    scriptLabel = "preprocessingMinfiEwasWater",
    baseDataFolder = file.path(preprocessing_inputs$tempDir, "rData"),
    figureBaseDir = file.path(preprocessing_inputs$tempDir, "figures"),
    detPThreshold = 1,
    normMethods = "quantile",
    sexColumn = "Sex",
    removeSexMismatch = FALSE,
    pvalThreshold = 1,
    chrToRemove = "",
    snpsToRemove = "SBE",
    mafThreshold = 1,
    probeExclusionPath = preprocessing_inputs$probeExclusionPath,
    plotGroupVar = "Sex",
    lcRef = "saliva",
    phenoOrder = "Sample_Name;Sex;Basename;Sentrix_ID;Sentrix_Position",
    lcPhenoDir = file.path(
        preprocessing_inputs$tempDir,
        "data",
        "preprocessingMinfiEwasWater"
    ),
    display = FALSE,
    verbose = FALSE,
    logs = TRUE,
    saveOutputs = TRUE
)
#> Plotting  STAINING .jpg
#> Plotting  EXTENSION .jpg
#> Plotting  HYBRIDIZATION .jpg
#> Plotting  TARGET_REMOVAL .jpg
#> Plotting  BISULFITE_CONVERSION_I .jpg
#> Plotting  BISULFITE_CONVERSION_II .jpg
#> Plotting  SPECIFICITY_I .jpg
#> Plotting  SPECIFICITY_II .jpg
#> Plotting  NON-POLYMORPHIC .jpg
#> Plotting  NEGATIVE .jpg
#> Plotting  NORM_A .jpg
#> Plotting  NORM_C .jpg
#> Plotting  NORM_G .jpg
#> Plotting  NORM_T .jpg
#> Plotting  NORM_ACGT .jpg

preprocess_paths <- c(
    phenoLC = file.path(
        preprocessing_inputs$tempDir,
        "data",
        "preprocessingMinfiEwasWater",
        "phenoLC.csv"
    ),
    rgset = file.path(
        preprocessing_inputs$tempDir,
        "rData",
        "preprocessingMinfiEwasWater",
        "objects",
        "RGSet.RData"
    ),
    beta = file.path(
        preprocessing_inputs$tempDir,
        "rData",
        "preprocessingMinfiEwasWater",
        "metrics",
        "beta_NomFilt_MSetF_Flt_Rxy_Ds_Rc.RData"
    ),
    qc = file.path(
        preprocessing_inputs$tempDir,
        "figures",
        "preprocessingMinfiEwasWater",
        "qc",
        "quality_control(MSet).tiff"
    )
)

class(preprocessPipelineResult)
#> [1] "dnaEPICO_preprocessingMinfiEwasWater"
basename(preprocess_paths)
#> [1] "phenoLC.csv"                           
#> [2] "RGSet.RData"                           
#> [3] "beta_NomFilt_MSetF_Flt_Rxy_Ds_Rc.RData"
#> [4] "quality_control(MSet).tiff"
file.exists(preprocess_paths)
#> [1] TRUE TRUE TRUE TRUE

The returned object still has class dnaEPICO_preprocessingMinfiEwasWater, but the printed vectors in this chunk focus on the written outputs. In preprocess_paths, phenoLC is the phenotype table with estimated cell proportions, rgset is the filtered RGSet, beta is the saved beta matrix used later by phenotype preparation, and qc is an example quality-control figure. basename(preprocess_paths) shows the file names, while file.exists(preprocess_paths) confirms that each one was written successfully.

Arguments:

  • phenoFile and idatFolder define the phenotype table and the IDAT folder used to start the pipeline.
  • SampleID = "Sample_Name" is the key used to align phenotype rows with the methylation objects.
  • arrayType and annotationVersion define the array manifest and annotation used by minfi.
  • baseDataFolder, figureBaseDir, and lcPhenoDir define where serialized objects, figures, and phenoLC.csv are written.
  • detPThreshold, normMethods, pvalThreshold, chrToRemove, snpsToRemove, mafThreshold, and probeExclusionPath define the main preprocessing and filtering choices.
  • sexColumn identifies reported sex for comparison with methylation-predicted sex. removeSexMismatch = FALSE retains and reports confirmed mismatches; TRUE removes samples only when both values are known and disagree. Missing or unknown sex values are retained.
  • plotGroupVar, lcRef, and phenoOrder control QC grouping, cell-type estimation, and the structure of the exported phenotype table.
  • saveOutputs = TRUE is what turns this function into the first file-producing step of the pipeline.

7 Write SVA outputs to disk

The next example shows svaEnmix() in file-writing mode. The function still returns a structured result object, but the savedFiles element now records the main output files written to disk.

7.0.1 Reuse the temporary files written in Step 1

In the file-based route, svaEnmix() consumes the phenoLC.csv and RGSet.RData files written by preprocessingMinfiEwasWater(). The next chunk shows how those temporary file paths are reconstructed locally.

sva_targets_file <- file.path(
    preprocessing_inputs$tempDir,
    "data",
    "preprocessingMinfiEwasWater",
    "phenoLC.csv"
)
sva_rgset_file <- file.path(
    preprocessing_inputs$tempDir,
    "rData",
    "preprocessingMinfiEwasWater",
    "objects",
    "RGSet.RData"
)

basename(c(sva_targets_file, sva_rgset_file))
#> [1] "phenoLC.csv" "RGSet.RData"
file.exists(c(sva_targets_file, sva_rgset_file))
#> [1] TRUE TRUE

sva_targets_file and sva_rgset_file point to the Step 1 outputs: phenoLC.csv, containing the phenotype table and cell-composition estimates, and RGSet.RData, containing the filtered methylation object.

svaPipelineResult <- svaEnmix(
    phenoFile = sva_targets_file,
    rgsetData = sva_rgset_file,
    outputLogs = file.path(preprocessing_inputs$tempDir, "logs"),
    SampleID = "Sample_Name",
    arrayType = "IlluminaHumanMethylation450k",
    annotationVersion = "ilmn12.hg19",
    SentrixIDColumn = "Sentrix_ID",
    SentrixPositionColumn = "Sentrix_Position",
    ctrlSvaPercVar = 0.90,
    ctrlSvaFlag = 1,
    scriptLabel = "svaEnmix",
    dataBaseDir = file.path(preprocessing_inputs$tempDir, "data"),
    rBaseDir = file.path(preprocessing_inputs$tempDir, "rData"),
    figureBaseDir = file.path(preprocessing_inputs$tempDir, "figures"),
    display = FALSE,
    verbose = FALSE,
    logs = TRUE,
    saveOutputs = TRUE
)
#> 3  surrogate variables explain  91.17398 % of 
#>     data variation

class(svaPipelineResult$savedFiles)
#> [1] "dnaEPICO_svaEnmix_paths"
names(svaPipelineResult$savedFiles)
#> [1] "svaRData"     "svaCSV"       "phenoWithSva" "dataDir"      "rDir"
basename(unlist(svaPipelineResult$savedFiles, use.names = FALSE))
#> [1] "svaMatrix.RData" "svaMatrix.csv"   "phenoLC.csv"     "svaEnmix"       
#> [5] "svaEnmix"

The returned savedFiles object records the main paths written by this step. names(svaPipelineResult$savedFiles) identifies the output groups: svaRData is the serialized surrogate-variable matrix, svaCSV is the CSV version of that matrix, phenoWithSva is the same phenoLC.csv after the SVA columns are appended, and dataDir / rDir are the parent directories used for the saved outputs. The basename(...) call shows the file names generated from those paths. The phenotype is validated, written to a temporary file, read back, and then replaced with rollback protection. Sample identifiers, row order, cell-composition columns, and all other existing columns must remain unchanged. Existing PC names are rejected before replacement.

Arguments:

  • phenoFile and rgsetData identify the phenotype table and saved RGSet produced by the earlier preprocessing step.
  • SampleID, SentrixIDColumn, and SentrixPositionColumn specify how samples and array positions are identified in the phenotype table.
  • ctrlSvaPercVar = 0.90 keeps enough control-derived surrogate variables to explain 90% of the control-probe variance.
  • ctrlSvaFlag = 1 enables the ENmix control-based SVA workflow.
  • dataBaseDir and rBaseDir define where file outputs are written when saveOutputs = TRUE.
  • display = FALSE and verbose = FALSE keep the console output quiet, while logs = TRUE writes the log files used by the report.

8 Write preprocessingPheno outputs to disk

preprocessingPheno() is the step that usually prepares the largest number of pipeline-ready files because it writes timepoint-specific tables, combined longitudinal tables, and the Clock Foundation export inputs.

8.0.1 Create example input files

The next chunk shows how to recreate the temporary phenotype and matrix files used in this example. The helper writes a phenotype table plus aligned beta, M-value, and copy-number objects to a temporary directory.

pheno_inputs <- dnaEPICO:::examplePreprocessingPhenoStateDnaEpico()

names(pheno_inputs)
#>  [1] "tempDir"           "pheno"             "phenoPath"        
#>  [4] "betaPath"          "mPath"             "cnPath"           
#>  [7] "metricsData"       "timepointData"     "combinedData"     
#> [10] "clockFoundation"   "preprocessingData"
pheno_inputs$tempDir
#> [1] "/tmp/RtmpBnguYi/dnaEPICO-preprocessingPheno-example-1259cb51eabc6d"
basename(c(
    pheno_inputs$phenoPath,
    pheno_inputs$betaPath,
    pheno_inputs$mPath,
    pheno_inputs$cnPath
))
#> [1] "phenoLC.csv" "beta.RData"  "m.RData"     "cn.RData"

pheno_inputs is a list that bundles the temporary files and the aligned in-memory objects used in this stage. names(pheno_inputs) shows that it contains the temporary directory, the phenotype table, the saved beta, M-value, and copy-number files, and precomputed helper objects such as metricsData, timepointData, combinedData, and clockFoundation.

phenoPipelineResult <- preprocessingPheno(
    phenoFile = pheno_inputs$phenoPath,
    betaPath = pheno_inputs$betaPath,
    mPath = pheno_inputs$mPath,
    cnPath = pheno_inputs$cnPath,
    SampleID = "Sample_Name",
    timeVar = "Timepoint",
    timepoints = "1,2",
    combineTimepoints = "1,2",
    outputPheno = file.path(pheno_inputs$tempDir, "data", "preprocessingPheno"),
    outputRData = file.path(
        pheno_inputs$tempDir,
        "rData",
        "preprocessingPheno",
        "metrics"
    ),
    outputRDataMerge = file.path(
        pheno_inputs$tempDir,
        "rData",
        "preprocessingPheno",
        "mergeData"
    ),
    sexColumn = "Sex",
    outputLogs = file.path(pheno_inputs$tempDir, "logs"),
    outputDir = file.path(pheno_inputs$tempDir, "clockFoundation"),
    verbose = FALSE,
    logs = TRUE,
    saveOutputs = TRUE
)

names(phenoPipelineResult$savedFiles)
#> [1] "timepoints"               "combinedPheno"           
#> [3] "combinedPhenoMethylation" "methylationScale"        
#> [5] "methylationObjectPrefix"  "betaCSV"                 
#> [7] "betaZIP"                  "phenoCF"                 
#> [9] "combinedPhenoB"
names(phenoPipelineResult$savedFiles$timepoints)
#> [1] "1" "2"
basename(unlist(phenoPipelineResult$savedFiles$timepoints[["1"]]))
#> [1] "phenoT1.csv"    "betaT1.RData"   "mT1.RData"      "cnT1.RData"    
#> [5] "phenoBT1.RData" "phenoBT1.RData"
basename(unlist(phenoPipelineResult$savedFiles[c(
    "combinedPheno",
    "combinedPhenoMethylation",
    "betaCSV",
    "phenoCF"
)]))
#> [1] "phenoT1T2.csv"    "phenoBT1T2.RData" "beta.csv"         "phenoCF.csv"

These outputs are the files most commonly consumed by downstream modeling functions. names(phenoPipelineResult$savedFiles) shows the high-level output groups returned by the function. names(phenoPipelineResult$savedFiles$timepoints) lists the available timepoint-specific subsets. The basename(...) calls then show examples of the concrete files written for one timepoint and for the combined outputs. In this structure, combinedPhenoMethylation is the merged phenotype-plus-methylation object that becomes the direct input to the GLM and LME functions. It defaults to beta values, but can be written as M-values or copy-number values when methylationScale is changed. The betaCSV, betaZIP, and phenoCF outputs remain beta-based Clock Foundation exports.

Arguments:

  • phenoFile, betaPath, mPath, and cnPath point to the phenotype table and the aligned methylation matrices from the previous workflow stages.
  • SampleID = "Sample_Name" defines the sample key used during alignment.
  • timeVar = "Timepoint", timepoints = "1,2", and combineTimepoints = "1,2" determine the timepoint-specific outputs and the combined longitudinal object.
  • methylationScale = "beta" selects the merged modeling scale. Use "m" for M-values or "cn" for copy-number values. Clock Foundation exports continue to use beta values.
  • outputPheno, outputRData, outputRDataMerge, and outputDir define the directories used for phenotype exports, metric objects, merged objects, and Clock Foundation inputs.
  • saveOutputs = TRUE is what makes this step useful in a file-based pipeline, because later modeling steps consume these written files.

9 Write GLM outputs to disk

The modeling function also separates in-memory results from file outputs. The next example runs a small GLM analysis and prints the names of the files written to disk.

9.0.1 Create example input files

The next chunk shows how to recreate the temporary merged phenotype-plus-beta input file used by the GLM example.

glm_inputs <- dnaEPICO:::exampleMethylationGLMStateDnaEpico()

names(glm_inputs)
#> [1] "tempDir"        "inputPath"      "preparedData"   "modelResults"  
#> [5] "modelSummaries" "annotationData"
glm_inputs$tempDir
#> [1] "/tmp/RtmpBnguYi/dnaEPICO-glm-example-1259cb49f03d73"
basename(glm_inputs$inputPath)
#> [1] "phenoBT1.RData"
file.exists(glm_inputs$inputPath)
#> [1] TRUE

glm_inputs is a list returned by the GLM example helper. names(glm_inputs) shows that it contains the temporary directory, the saved merged phenotype-plus-beta input file (inputPath), and the corresponding in-memory objects produced during helper construction: preparedData, modelResults, and modelSummaries.

glmPipelineResult <- methylationGLM(
    inputPheno = glm_inputs$inputPath,
    phenotypes = "status",
    covariates = "sex,age",
    factorVars = "status,sex",
    scaleVars = "age",
    cpgLimit = 2,
    nCores = 1,
    outputLogs = file.path(glm_inputs$tempDir, "logs"),
    outputRData = file.path(glm_inputs$tempDir, "rData", "models"),
    outputPlots = file.path(glm_inputs$tempDir, "figures"),
    significantCpGDir = file.path(glm_inputs$tempDir, "significant"),
    summaryTxtDir = file.path(glm_inputs$tempDir, "summaries"),
    summaryPval = 1,
    significantCpGPval = 1,
    annotationPackage = "IlluminaHumanMethylation450kanno.ilmn12.hg19",
    annotationCols = "Name,chr,pos",
    annotatedGLMOut = file.path(glm_inputs$tempDir, "annotated"),
    reportAssetsDir = file.path(
        preprocessing_inputs$tempDir,
        "reports", "example", "assets", "results", "glm_results"
    ),
    display = FALSE,
    verbose = FALSE,
    logs = TRUE,
    saveOutputs = TRUE
)

class(glmPipelineResult$savedFiles)
#> [1] "dnaEPICO_methylationGLM_paths"
names(glmPipelineResult$savedFiles)
#>  [1] "modelFiles"                 "summaryFiles"              
#>  [3] "summaryTxtFiles"            "significantCpGFiles"       
#>  [5] "annotatedGLM"               "annotatedGLMText"          
#>  [7] "annotatedGLMReportMetadata" "annotatedGLMDictionary"    
#>  [9] "annotatedGLMMetadata"       "vennDSheets"

The returned savedFiles object records the groups of outputs written by the GLM step. names(glmPipelineResult$savedFiles) includes compact phenotype summary files, significant-CpG exports, summary text files, and the annotated results workbook. Inspect this object to identify the written modeling outputs and their groups.

Arguments:

  • inputPheno points to the merged phenotype-plus-beta object generated by preprocessingPheno().
  • phenotypes lists the outcome variables that will be modeled one at a time.
  • covariates lists the adjustment variables included in every model.
  • factorVars identifies the categorical variables that should be treated as factors before model fitting.
  • scaleVars identifies numeric fixed-effect variables to centre and divide by their sample standard deviations before fitting.
  • Numeric CpG columns are passed unchanged to glm2. Native messages, warnings, or errors are stored in <Phenotype>_Model.Message; model attempts without a returned p-value are counted in workbook metadata and are not added to the annotated result table.
  • cpgLimit = 2 keeps the example fast by fitting only two CpG models.
  • nCores = 1 keeps the example deterministic and lightweight. In production, nCores is a maximum; the effective worker count is also limited by the workload, detected CPUs, and available memory.
  • annotationPackage and annotationCols control which array annotation is merged into the final summary tables.
  • gencodeHub = TRUE retrieves the package-managed gene resource from AnnotationHub and adds direct gene-body and nearest strand-specific TSS annotations. This option requires a GRCh38 array annotation; the GENCODE release is read from the resource metadata and retained in the output column names, workbook metadata, and dictionary.
  • outputRData, outputPlots, significantCpGDir, summaryTxtDir, and annotatedGLMOut define where compact phenotype summaries, plots, text summaries, and the annotated GLM workbook are written.
  • resumeFromSummary = TRUE reuses a complete phenotype summary only when it was generated from the same input file and model configuration. A phenotype without a complete summary restarts from its first CpG.
  • reportAssetsDir writes the compressed report table directly into the report project, leaving the annotated workbook directory free of report sidecars.
  • saveOutputs = TRUE enables the file-based pipeline behaviour expected by Makefile and HPC use.

10 Write LME outputs to disk

The longitudinal modeling step follows the same pattern as the GLM function, but the saved outputs now correspond to mixed-effects models, longitudinal summary tables, and interaction-specific result files.

10.0.1 Create example input files

The next chunk shows how to recreate the temporary combined longitudinal phenotype-plus-beta input file used by the LME example.

lme_inputs <- dnaEPICO:::exampleMethylationLMEStateDnaEpico()

names(lme_inputs)
#> [1] "tempDir"        "inputPath"      "preparedData"   "modelResults"  
#> [5] "modelSummaries" "annotationData"
lme_inputs$tempDir
#> [1] "/tmp/RtmpBnguYi/dnaEPICO-lme-example-1259cb76ae68b"
basename(lme_inputs$inputPath)
#> [1] "phenoBT1T2.RData"
file.exists(lme_inputs$inputPath)
#> [1] TRUE

lme_inputs plays the same role for the longitudinal example. The helper returns a list with the temporary directory, the saved combined longitudinal input file (inputPath), and the in-memory objects used to build that example: preparedData, modelResults, and modelSummaries.

lmePipelineResult <- methylationLME(
    inputPheno = lme_inputs$inputPath,
    outputLogs = file.path(lme_inputs$tempDir, "logs"),
    outputRData = file.path(lme_inputs$tempDir, "rData", "models"),
    outputPlots = file.path(lme_inputs$tempDir, "figures"),
    personVar = "person",
    SampleID = "Sample_Name",
    timeVar = "Timepoint",
    phenotypes = "score",
    covariates = "sex",
    factorVars = "sex",
    scaleVars = "score",
    cpgLimit = 2,
    nCores = 1,
    summaryPval = 1,
    saveSignificantInteractions = TRUE,
    significantInteractionDir = file.path(
        lme_inputs$tempDir,
        "results",
        "cpgs",
        "methylationLME"
    ),
    significantInteractionPval = 1,
    saveTxtSummaries = TRUE,
    summaryTxtDir = file.path(
        lme_inputs$tempDir,
        "results",
        "summary",
        "methylationLME"
    ),
    annotationPackage = "IlluminaHumanMethylation450kanno.ilmn12.hg19",
    annotationCols = "Name,chr,pos",
    annotatedLMEOut = file.path(lme_inputs$tempDir, "annotated"),
    reportAssetsDir = file.path(
        preprocessing_inputs$tempDir,
        "reports", "example", "assets", "results", "lme_results"
    ),
    display = FALSE,
    verbose = FALSE,
    logs = TRUE,
    saveOutputs = TRUE
)

class(lmePipelineResult$savedFiles)
#> [1] "dnaEPICO_methylationLME_paths"
names(lmePipelineResult$savedFiles)
#>  [1] "modelFiles"                  "summaryFiles"               
#>  [3] "summaryTxtFiles"             "significantInteractionFiles"
#>  [5] "annotatedLME"                "annotatedLMEText"           
#>  [7] "annotatedLMEReportMetadata"  "annotatedLMEDictionary"     
#>  [9] "annotatedLMEMetadata"        "vennDSheets"

The returned savedFiles object records the groups of outputs written by the LME step. names(lmePipelineResult$savedFiles) includes compact phenotype summary files, summary text files, significant interaction exports, and the annotated longitudinal results table. Inspect this object to identify the written longitudinal modeling outputs and their groups.

Arguments:

  • inputPheno points to the combined longitudinal phenotype-plus-beta object.
  • personVar defines the participant identifier used for the random effect.
  • SampleID identifies the sample-level column used to derive personVar when that participant column is absent. Automatic derivation removes a terminal A or B; other identifier formats require an explicit participant column.
  • timeVar defines the repeated-measures time variable used for longitudinal summaries and preprocessing checks.
  • phenotypes, covariates, and optional interactionTerm define the fixed-effect portion of the mixed model.
  • omnibusTest = TRUE adds one joint fixed-effect F test per CpG. With an interaction, all estimable phenotype-by-interaction coefficients are tested together; without an interaction, the phenotype main effect is tested.
  • omnibusDdf selects "Satterthwaite" or "Kenward-Roger" denominator degrees of freedom. Kenward-Roger testing requires pbkrtest and is more computationally intensive for an EWAS.
  • Numeric CpG columns are passed unchanged to the selected lmerTest/lme4 or nlme engine. Native conditions are stored in <Phenotype>_Model.Message; model attempts without a returned coefficient or omnibus p-value are counted in workbook metadata and are not added to the annotated result table.
  • cpgLimit = 2 keeps the example short by fitting only two CpG models.
  • nCores = 1 keeps the example lightweight. In production, nCores is a maximum; the effective worker count is also limited by the workload, detected CPUs, and available memory.
  • saveSignificantInteractions, significantInteractionDir, and significantInteractionPval control the export of interaction-specific results.
  • summaryTxtDir defines where plain-text model summaries are written.
  • annotationPackage, annotationCols, and annotatedLMEOut define the annotation resources and output location for the final longitudinal summary workbook.
  • gencodeHub = TRUE applies the same release-aware AnnotationHub annotation to lmerTest/lme4 and nlme results when the array coordinates use GRCh38.
  • reportAssetsDir writes the compressed longitudinal report table directly into the report project rather than beside the workbook.
  • resumeFromSummary = TRUE reuses a complete phenotype summary only when it was generated from the same input file and model configuration. A phenotype without a complete summary restarts from its first CpG.
  • saveOutputs = TRUE enables the file-based longitudinal workflow expected by Makefile and HPC use.

For a full-cohort longitudinal interaction analysis, the following structure fits a participant-level random intercept and returns one joint interaction p-value per CpG in addition to the component coefficient p-values:

omnibusResult <- methylationLME(
    inputPheno = "rData/model/preprocessingPheno/mergeData/phenoBT1T2T3.RData",
    personVar = "Participant",
    timeVar = "Timepoint",
    phenotypes = "Timepoint",
    covariates = "Age,Sex,PC1,PC2,PC3",
    factorVars = "Timepoint,Profession,Sex",
    interactionTerm = "Profession",
    omnibusTest = TRUE,
    omnibusDdf = "Satterthwaite"
)

This model uses the fixed effects Timepoint * Profession together with (1 | Participant). A significant omnibus result indicates that at least one timepoint contrast differs by profession; the component coefficients are used to identify its direction and location.

10.1 Generate the report from the example outputs

After the file-based examples above have been run, dnamReport() can assemble the phenotype table, ENmix control figures, quality-control figures, batch effect figures, metrics figures, model annotation tables, and logs into one website report. The example below uses the concrete output paths created by the previous chunks.

The preprocessing and SVA examples share preprocessing_inputs$tempDir, while the GLM and LME examples write model outputs into their own temporary directories. Because dnamReport() accepts one path per tab, those outputs can be passed directly.

When running this section from an R session, dnamReport() still needs the Quarto command line interface because the function renders the .qmd files into the final website. Quarto is not required to install or load dnaEPICO, or to run its preprocessing and statistical-modeling functions. Check whether R can find Quarto with:

Sys.which("quarto")
system2("quarto", "--version")

If Sys.which("quarto") returns an empty string, install the Quarto command line interface from the Quarto get-started page before rendering the report. The R package quarto provides R helper functions for an existing Quarto installation; it does not replace the Quarto command line interface used by dnamReport().

If Quarto is installed but not on PATH, set the executable path before calling dnamReport():

Sys.setenv(QUARTO_BIN = "/full/path/to/quarto")
report_log_dir <- file.path(preprocessing_inputs$tempDir, "logs", "report")
dir.create(report_log_dir, recursive = TRUE, showWarnings = FALSE)

report_logs <- c(
    file.path(
        preprocessing_inputs$tempDir,
        "logs",
        "log_preprocessingMinfiEwasWater.txt"
    ),
    file.path(pheno_inputs$tempDir, "logs", "log_preprocessingPheno.txt"),
    file.path(preprocessing_inputs$tempDir, "logs", "log_svaEnmix.txt"),
    file.path(glm_inputs$tempDir, "logs", "log_methylationGLM.txt"),
    file.path(lme_inputs$tempDir, "logs", "log_methylationLME.txt")
)

existing_logs <- report_logs[file.exists(report_logs)]
if (length(existing_logs)) {
    file.copy(existing_logs, report_log_dir, overwrite = TRUE)
}

reportResult <- dnamReport(
    outputDir = file.path(preprocessing_inputs$tempDir, "reports", "example"),
    phenoTab = file.path(
        preprocessing_inputs$tempDir,
        "data",
        "preprocessingMinfiEwasWater",
        "phenoLC.csv"
    ),
    enmixTab = file.path(
        preprocessing_inputs$tempDir,
        "figures",
        "preprocessingMinfiEwasWater",
        "enmix"
    ),
    qcTab = file.path(
        preprocessing_inputs$tempDir,
        "figures",
        "preprocessingMinfiEwasWater",
        "qc"
    ),
    svaTab = file.path(preprocessing_inputs$tempDir, "figures", "svaEnmix"),
    metricTab = file.path(
        preprocessing_inputs$tempDir,
        "figures",
        "preprocessingMinfiEwasWater",
        "metrics"
    ),
    glmTab = glmPipelineResult$savedFiles$annotatedGLM,
    lmeTab = lmePipelineResult$savedFiles$annotatedLME,
    logTab = report_log_dir,
    detPPath = file.path(
        preprocessing_inputs$tempDir,
        "rData",
        "preprocessingMinfiEwasWater",
        "qc",
        "detP_RGSet.RData"
    ),
    detPThreshold = 0.01,
    verbose = FALSE,
    logs = TRUE
)

reportResult$outputFile

10.2 GLM model structure and PRS terms

For each CpG, methylationGLM() fits a regression model of the form:

\[ \text{Methylation}_{CpG_i} = \beta_0 + \beta_1 \cdot \text{Phenotype} + \sum_{k = 1}^{K} \beta_{k + 1} \cdot \text{Covariate}_k + \varepsilon \]

where \(\text{Methylation}_{CpG_i}\) is the methylation value at CpG \(i\), \(\beta_0\) is the intercept, the phenotype term is the variable of interest, and the remaining fixed effects represent the listed covariates.

Setting omnibusTest = TRUE adds one joint Wald F test per CpG using car::linearHypothesis(). Without an interaction, the complete phenotype term is tested. With an interaction, the complete phenotype-by-interaction term is tested. One-degree-of-freedom terms, including a numeric phenotype entered as one linear term, are also tested and reproduce the corresponding coefficient p-value. Omnibus p-values are adjusted across valid CpGs within each phenotype and tested term using padjmethod.

If no polygenic risk score is included, a model can be read schematically as:

\[ \begin{aligned} \text{Methylation}_{CpG_i} =\;& \beta_0 + \beta_1 \cdot \text{Phenotype} + \beta_2 \cdot \text{Age} + \beta_3 \cdot \text{Sex} + \beta_4 \cdot \text{Ethnicity} \\ &+ \varepsilon \end{aligned} \]

When prsMap is supplied, a phenotype-specific PRS term is appended only for the matching phenotype. For example, the mapping "Pheno1:PRS_1,Pheno2:PRS_2" means that:

  • models for Pheno1 include PRS_1
  • models for Pheno2 include PRS_2
  • phenotypes without a mapping are fit without a PRS term

For a phenotype mapped to a PRS, the model becomes:

\[ \text{Methylation}_{CpG_i} = \beta_0 + \beta_1 \cdot \text{Phenotype} + \sum_{k = 1}^{K} \beta_{k + 1} \cdot \text{Covariate}_k + \beta_{\text{PRS}} \cdot \text{PRS} + \varepsilon \]

If interactionTerm is supplied, the fixed effects include its main effect and its interaction with the phenotype.

10.3 Longitudinal mixed-effects structure

The longitudinal function methylationLME() follows the same file-based pattern, but uses a mixed-effects model with a participant-level random intercept. In schematic form:

\[ \begin{aligned} \text{Methylation}_{CpG_i} =\;& \beta_0 + \beta_1 \cdot \text{Phenotype} + \beta_2 \cdot \text{Interaction} + \beta_3 \cdot (\text{Phenotype} \times \text{Interaction}) + \sum_{k = 1}^{K} \beta_{k + 3} \cdot \text{Covariate}_k + \beta_{\text{PRS}} \cdot \text{PRS} + b_{\text{person}} + \varepsilon \end{aligned} \]

where \(b_{\text{person}}\) is the subject-specific random intercept. As in the GLM workflow, the PRS term is included only when the current phenotype is matched in prsMap.

Common arguments in this longitudinal stage are:

  • inputPheno for the combined longitudinal phenotype-plus-beta object
  • personVar for the participant identifier used in the random effect
  • SampleID for the configured sample identifier used only when personVar must be derived
  • timeVar for repeated-measures summaries and preprocessing checks
  • phenotypes, covariates, and optional interactionTerm for the fixed-effect structure
  • prsMap for phenotype-specific PRS terms
  • cpgLimit and nCores for computational control
  • annotationPackage and annotationCols for annotated summaries

11 Makefile use

Running the exported workflow requires GNU Make 4.3 or later. When extractMake() creates the Makefile, it records the absolute path to the Rscript executable from the current R installation in the RSCRIPT Make variable. Therefore, Rscript does not need to be on the system path. Report targets also require Quarto. GNU Make and Quarto are not required to install or load dnaEPICO; they support the exported workflow and report-rendering features, respectively. The exported rules use relative paths and support project directories containing spaces. A minimal layout is:

my_project/
    Makefile
    metadata/
    pheno_model1.csv
    data/
    preprocessingMinfiEwasWater/
        idats/
        <IDAT files>

The exported template should then be edited so that at least the model name, phenotype path, and directory variables match the project. A minimal example is:

MODEL = model1
PHENO_FILE = metadata/pheno_model1.csv
LOGS_DIR = logs
DATA_DIR = data
RDATA_DIR = rData
RESULTS_DIR = results
FIGURES_DIR = figures

A typical command sequence is:

make step1 MODEL=model1
make step2 MODEL=model1
make step3 MODEL=model1
make f3 MODEL=model1
make f4 MODEL=model1
make f3lme MODEL=model1
make all MODEL=model1
make status MODEL=model1
make clean MODEL=model1

To use another R installation, override the recorded executable when invoking Make. This is useful after loading an R module on a high-performance computing system or after moving the Makefile to another computer:

make f4 MODEL=model1 RSCRIPT=/path/to/Rscript

Alternatively, regenerate the Makefile with extractMake() from the R installation that will run the workflow.

The targets run these workflow stages:

  • make step1 MODEL=model1 runs preprocessing only.
  • make step2 MODEL=model1 runs the SVA step using the files written by Step 1.
  • make step3 MODEL=model1 runs phenotype preparation after Step 2 appends surrogate-variable columns to phenoLC.csv.
  • make f3 MODEL=model1 runs Steps 1-3 and generates a preprocessing report.
  • make f4 MODEL=model1 runs Steps 1-4 and generates a report with preprocessing and GLM sections.
  • make f3lme MODEL=model1 runs Steps 1-3 and LME, then generates a report with preprocessing and LME sections.
  • make all MODEL=model1 runs Steps 1-5 and generates the complete report.
  • make status MODEL=model1 reports available outputs.
  • make clean MODEL=model1 removes outputs for the selected model while preserving shared raw inputs.

If several models are declared in MODELS, the grouped multi-model targets can be used instead:

make f3_models
make f4_models
make f3lme_models
make models

These targets dispatch every model listed in MODELS:

  • make f3_models runs the f3 route for each declared model.
  • make f4_models runs the f4 route for each declared model.
  • make f3lme_models runs the f3lme route for each declared model.
  • make models runs the full all pipeline for each declared model.

Model-level Venn output is disabled when its Makefile values are NULL. Set VENND_GLM_PHENOTYPES or VENND_LME_PHENOTYPES to comma-separated phenotype names to compare all coefficient p-value columns generated for those phenotypes. A factor or interaction phenotype therefore contributes every applicable coefficient column; the interaction variable is not repeated in the selection. Optional VENND_GLM_LABELS and VENND_LME_LABELS values are applied in that expanded coefficient order and retain their supplied letter case.

Omnibus p-values are selected independently with VENND_GLM_OMNIBUS_PHENOTYPES or VENND_LME_OMNIBUS_PHENOTYPES, with optional positional labels in the corresponding *_OMNIBUS_LABELS value. These options require the relevant omnibus test to be enabled. Each requested analysis writes nominal and genome-wide UCSC and release-labelled GENCODE figures in figures/<model>/methylationGLM or figures/<model>/methylationLME. Nominal, suggestive, and genome-wide membership tables are added to the annotated workbook between metadata and the final dictionary sheet. Venn progress and errors are retained in the corresponding model-analysis log. When four or more sets are resolved, a ranked intersection figure accompanies each Venn diagram to keep the overlap counts readable.

Manhattan plots and Venn membership use the same 9e-8 genome-wide significance threshold. This threshold controls figure classifications and membership tables; it does not alter model p-values or their FDR adjustment.

Set GENCODE_HUB = TRUE for a GRCh38 model when GENCODE output is required. The R functions retrieve the internal AnnotationHub resource ID, validate its assembly and gene-level schema, and derive the release label from the resource metadata. Users do not provide a separate release value or local annotation file. AnnotationHub uses its normal local cache after the first retrieval. GENCODE_HUB = FALSE performs no GENCODE retrieval. Models using an hg19 array annotation, including the 450K hg19 example, must keep this value FALSE.

Status and cleanup targets are available for routine use:

make status MODEL=model1
make clean MODEL=model1
make clean_models

status reports available outputs, clean removes one model, and clean_models removes every model listed in MODELS. Cleanup removes the corresponding directories under data, rData, reports, logs, figures, and results, and removes empty output roots.

Each step writes outputs consumed by downstream targets. Step 2 creates data/<model>/svaEnmix/.sva_complete only after the updated phenoLC.csv has been validated and installed. Downstream targets depend on both files, so Make reruns SVA when Step 1 replaces phenoLC.csv and skips SVA when the completed inputs are unchanged.

11.1 Report generation

The exported Makefile contains a report rule whose output is $(STEP6)/$(MODEL)/docs/index.html. With the default directory settings, this becomes reports/<model>/docs/index.html. Users usually do not need to call that file target directly: the grouped targets above depend on it, so Make refreshes the report automatically after the required pipeline outputs are available.

For example, the f3 route builds the report from the Data, Quality Control, Batch Effect, Metrics, Report, and Logs inputs; Quality Control contains both ENmix controls and methylation quality-control outputs. The f4 route adds only the GLM page and GLM log, the f3lme route adds only the LME page and LME log, and all includes both modeling sections. Each report contains the model sections defined by its route.

The report uses a responsive three-panel dashboard. The dark left panel holds the persistent tab navigation and the dnaEPICORM logo, the centre panel uses the available page width for the selected table or figure, and the right panel shows section notes that update for the selected figure or workbook sheet. On smaller displays the navigation becomes a compact top menu and the notes move below the main content.

Figure-bearing tabs display one selected image at a time with previous/next, mouse-controlled zoom, scrolling, one card expansion control, and a download link outside the image region. Workbook tabs provide a sheet selector without loading every sheet into one visible panel. Package-generated plots adapt point density, labels, dimensions, and longitudinal traces to the number of samples or CpGs, while minfi, limma, and ENmix plots retain their established plotting methods.

The generated figures contain axis labels, legends, thresholds, and statistical data labels where required, but no embedded title or descriptive caption. The corresponding report card supplies the figure title, and explicit file names identify the analysis, variable, diagnostic, annotation source, and version as applicable. SVA technical-factor association figures are omitted when no association can be estimated, with the condition retained in the analysis log.

The report target reads the same types of outputs generated in the examples above, organised under the Makefile project layout: the phenotype table in data/, quality-control and metric figures in figures/, the detection P-value object in rData/, model annotation tables in data/, and workflow logs in logs/.

The generated site is opened from the report target path:

$(STEP6)/$(MODEL)/docs/index.html

Internally, the Makefile calls dnamReport() with one argument per tab, using the project paths defined by the Makefile variables. The report target requires the Quarto command line interface in the same environment where make is run. If Quarto is not already available, install the Quarto command line interface from the Quarto get-started page, or use the installation method provided by the local computing environment. Before launching the report target, check:

quarto --version

If Quarto is installed outside PATH, export its executable path before running make:

export QUARTO_BIN=/full/path/to/quarto

12 Full exported Makefile

The full Makefile exported by extractMake() is shown below. Adapt this template for the project before running the pipeline in the target analysis environment.

# ===============================================
# USER CONFIGURATION
# ===============================================
MAKEFLAGS += --output-sync

# Rscript from the R installation that exported this Makefile.
# Override this value when using another R installation.
RSCRIPT ?= /home/biocbuild/bbs-3.24-bioc/R/bin/Rscript

# ===============================================
# MODEL SELECTION
# ===============================================
# Single model
MODEL ?= model1
# Multiple models for parallel runs
MODELS = modelA modelB modelC

# ===============================================
# PER-MODEL OVERRIDES
# ===============================================
ifeq ($(MODEL), modelA)
  PHENO_FILE = $(DATA_DIR)/$(STEP1)/phenoA.csv

else ifeq ($(MODEL), modelB)
  PHENO_FILE = $(DATA_DIR)/$(STEP1)/phenoB.csv

else ifeq ($(MODEL), modelC)
  PHENO_FILE = $(DATA_DIR)/$(STEP1)/phenoC.csv

else
  PHENO_FILE = $(DATA_DIR)/$(STEP1)/pheno.csv

endif

# ===============================================
# DIRECTORIES
# ===============================================
LOGS_DIR = logs
DATA_DIR = data
RDATA_DIR = rData
RESULTS_DIR = results
FIGURES_DIR = figures
STEP1 = preprocessingMinfiEwasWater
STEP2 = svaEnmix
STEP3 = preprocessingPheno
STEP4 = methylationGLM
STEP5 = methylationLME
STEP6 = reports
METRICS_DIR = metrics
IDAT_DIR = idats
OBJ_DIR = objects
MERGE_DIR = mergeData
MODEL_DIR = models
CPG_DIR = cpgs
SUMMARY_DIR = summary
ENMIX_DIR = enmix
SVA_DIR = sva
QC_DIR = qc
# Optional R library path for local or HPC environments
R_DIR = NULL

# ===============================================
# GLOBAL PARAMETERS
# ===============================================
# STEP 1-5 PARAMETERS
SEED = 123
SEP_TYPE = NULL
SAMPLE_ID = Sample_Name
N_SAMPLES = 30
ARRAY_TYPE = IlluminaHumanMethylationEPICv2
ANNOTATION_VERSION = 20a1.hg38
IDAT_FORCE = FALSE
TIFF_WIDTH = 2000
TIFF_HEIGHT = 1000
TIFF_RES = 150
SEX_COLUMN = Gender
REMOVE_SEX_MISMATCH = FALSE
SENTRIX_ID_COLUMN = Sentrix_ID
SENTRIX_POSITION_COLUMN = Sentrix_Position
BASENAME_COLUMN = Basename
TIME_VAR = Timepoint
METHYLATION_SCALE = beta
PHENO_ORDER = $(SAMPLE_ID);$(TIME_VAR);$(SEX_COLUMN);PredSex;$(BASENAME_COLUMN);$(SENTRIX_ID_COLUMN);$(SENTRIX_POSITION_COLUMN)

# STEP 4-5 PARAMETERS
CPG_PREFIX = cg
CPG_LIMIT = NA
PRS_MAP = NULL
SUMMARY_PVAL = NA
N_CORES = 64
SAVE_TXT_SUMMARIES = TRUE
RESUME_FROM_SUMMARY = TRUE
CHUNK_SIZE = 10000
FDR_THRESHOLD = 0.05
PADJ_METHOD = fdr
ANNOTATION_PACKAGE = IlluminaHumanMethylationEPICv2anno.20a1.hg38
ANNOTATION_COLS = Name,chr,pos,UCSC_RefGene_Group,UCSC_RefGene_Name,Relation_to_Island,GencodeV41_Group
GENCODE_HUB = FALSE

# ===============================================
# STEP 1 PARAMETERS
# ===============================================
QC_CUTOFF = 10.5
DET_PTYPE = m+u
DET_PTHRESHOLD = 0.05
PVAL_THRESHOLD = 0.01
CHR_TO_REMOVE = chrX,chrY
SNPS_TO_REMOVE = SBE,CpG
PROBE_EXCLUSION_FILE = $(DATA_DIR)/$(STEP1)/12864_2024_10027_MOESM8_ESM.csv
PROBE_EXCLUSION_ID_COLUMN = NULL
USE_EPICV2_MANIFEST = FALSE
EPICV2_MANIFEST_CH_WGBS_EVIDENCE = TRUE
EPICV2_MANIFEST_CH_BLAT = TRUE
EPICV2_MANIFEST_MISSING_POS = TRUE
EPICV2_MANIFEST_MISMATCH_POS = FALSE
MAF_THRESHOLD = 0.1
PLOT_GROUP_VAR = TreatmentGroup
LC_REF = salivaEPIC

# ===============================================
# STEP 2 PARAMETERS
# ===============================================
CTRL_SVA_PERC_VAR = 0.90
CTRL_SVA_FLAG = 1

# ===============================================
# STEP 3 PARAMETERS
# ===============================================
TIMEPOINTS = 1,2
COMBINE_TIMEPOINTS = 1,2

# ===============================================
# STEP 4 PARAMETERS
# ===============================================
PHENOTYPES_GLM = TreatmentGroup
COVARIATES_GLM = Sex
FACTOR_VARS_GLM = Sex,TreatmentGroup
SCALE_VARS_GLM = NULL
GLM_LIBS = glm2
INTERACTION_GLM = NULL
GLM_OMNIBUS_TEST = FALSE
SUMMARY_RESIDUAL_SD = TRUE
SAVE_SIGNIFICANT_CPGS = TRUE
SIGNIFICANT_CPG_PVAL = 0.1

VENND_GLM_PHENOTYPES = NULL
VENND_GLM_LABELS = NULL
VENND_GLM_OMNIBUS_PHENOTYPES = NULL
VENND_GLM_OMNIBUS_LABELS = NULL

# ==============================================
# STEP 5 PARAMETERS
# ==============================================
PHENOTYPES_LME = TreatmentGroup
COVARIATES_LME = Sex
FACTOR_VARS_LME = Sex,TreatmentGroup
SCALE_VARS_LME = NULL
PERSON_VAR = person
LME_LIBS = lme4,lmerTest
LME_CORRELATION_STRUCTURE = none
LME_CORRELATION_VAR = NULL
INTERACTION_LME = NULL
LME_OMNIBUS_TEST = FALSE
LME_OMNIBUS_DDF = Satterthwaite
SAVE_SIGNIFICANT_INTERACTIONS = TRUE
SIGNIFICANT_INTERACTION_PVAL = 0.1

VENND_LME_PHENOTYPES = NULL
VENND_LME_LABELS = NULL
VENND_LME_OMNIBUS_PHENOTYPES = NULL
VENND_LME_OMNIBUS_LABELS = NULL

# ===============================================
# LOAD dnaEPICO PIPELINE RULES
# ===============================================
DNAPIPE_EMPTY :=
DNAPIPE_SPACE := $(DNAPIPE_EMPTY) $(DNAPIPE_EMPTY)
DNAPIPE_MK_RAW := $(shell "$(RSCRIPT)" -e "cat(system.file('extdata','make','Makefile.rules.pipeline',package='dnaEPICO'))")
DNAPIPE_MK := $(subst $(DNAPIPE_SPACE),\ ,$(DNAPIPE_MK_RAW))
include $(DNAPIPE_MK)

13 Makefile section guide

The exported Makefile is organised into sections so that project-specific choices can be edited without changing the pipeline rules themselves.

13.1 User configuration

  • MAKEFLAGS += --output-sync keeps parallel Make output grouped by recipe, which makes logs easier to read.
  • RSCRIPT identifies the R installation used by the workflow. Its default is recorded by extractMake() and can be overridden when Make is invoked.

13.2 Models selection and parallel run

  • MODEL defines a single pipeline configuration to run.
  • MODELS defines a set of configurations that can be launched in parallel by the grouped Make targets.

In single-model use, commands such as make f4 MODEL=model1 run one workflow. In multi-model use, commands such as make f4_models evaluate the same template for each name listed in MODELS.

13.3 Per-model overrides

  • PHENO_FILE is reassigned according to the selected MODEL.

This block is useful when different cohorts, case definitions, or phenotype encodings should reuse the same analysis pipeline without duplicating the full Makefile.

13.4 Directories

  • LOGS_DIR, DATA_DIR, RDATA_DIR, RESULTS_DIR, and FIGURES_DIR define the top-level folder structure.
  • STEP1 to STEP6 define the canonical names of the major pipeline stages.
  • METRICS_DIR, IDAT_DIR, OBJ_DIR, MERGE_DIR, MODEL_DIR, CPG_DIR, SUMMARY_DIR, ENMIX_DIR, SVA_DIR, and QC_DIR define the subdirectory names used by the rules file.
  • R_DIR optionally points to a custom R library path on shared systems. Its default value is NULL, which uses the default library path.

These variables control where files are written and how paths are composed across all stages of the pipeline.

13.5 Global parameters

These parameters are shared across multiple workflow steps.

13.5.1 Step 1 to Step 5 shared parameters

  • SEED: seed used for reproducible operations in the workflow.
  • SEP_TYPE: optional separator used when reading text files; NULL uses the default comma separator.
  • SAMPLE_ID: phenotype column used to align samples.
  • N_SAMPLES: maximum number of phenotype rows; NA uses all rows.
  • ARRAY_TYPE and ANNOTATION_VERSION: array platform and annotation build.
  • IDAT_FORCE: whether minfi::read.metharray.exp() should force reading selected IDAT files with different internal array sizes; the default is FALSE.
  • TIFF_WIDTH, TIFF_HEIGHT, and TIFF_RES: default plot dimensions and resolution.
  • SEX_COLUMN: phenotype column used for sex-based checks and prediction.
  • REMOVE_SEX_MISMATCH: FALSE retains and reports confirmed sex mismatches; TRUE removes samples only when reported and methylation-predicted sex are both known and disagree. Samples with missing or unknown sex are retained.
  • SENTRIX_ID_COLUMN and SENTRIX_POSITION_COLUMN: chip-position metadata used by the SVA stage.
  • BASENAME_COLUMN: column holding the array basename.
  • TIME_VAR: phenotype column used for repeated-measures or longitudinal workflows.
  • METHYLATION_SCALE: methylation metric used in merged modeling tables; choose beta, m, or cn. The default is beta; Clock Foundation exports continue to use beta values.
  • PHENO_ORDER: desired order of key phenotype columns in exported tables.

13.5.2 Step 4 and Step 5 modeling parameters

  • CPG_PREFIX: prefix used to identify CpG columns.
  • CPG_LIMIT: optional cap on the number of CpGs processed; NA uses all.
  • PRS_MAP: optional mapping from phenotype names to PRS variables; NULL omits PRS terms from the models.
  • SUMMARY_PVAL: optional p-value cutoff for summary tables; NA keeps all summary rows.
  • N_CORES: number of cores used within each R job.
  • SAVE_TXT_SUMMARIES: whether plain-text summaries should be written.
  • RESUME_FROM_SUMMARY: whether complete phenotype summaries generated from the same input files and model configurations may be reused after a model stage stops.
  • CHUNK_SIZE: number of CpGs processed per chunk; NULL lets the R helpers choose the chunk size automatically. Chunks bound in-memory computation; they are not saved as restart checkpoints.
  • FDR_THRESHOLD: false-discovery-rate threshold used for filtering.
  • PADJ_METHOD: multiple-testing correction method.
  • ANNOTATION_PACKAGE: array annotation package used for annotated summaries.
  • ANNOTATION_COLS: annotation fields to merge into output tables.
  • GENCODE_HUB: TRUE adds the package-managed release-aware GENCODE AnnotationHub resource to GRCh38 GLM and LME workbooks; FALSE leaves the array annotation unchanged.

13.6 Step 1 parameters

  • QC_CUTOFF: sample-quality threshold applied during preprocessing.
  • DET_PTYPE: detection p-value method.
  • DET_PTHRESHOLD: detection p-value cutoff.
  • PVAL_THRESHOLD: probe-level p-value filter applied after preprocessing.
  • CHR_TO_REMOVE: chromosomes to exclude from downstream matrices.
  • SNPS_TO_REMOVE: SNP-related probe categories to remove.
  • PROBE_EXCLUSION_FILE: semicolon-separated probe-exclusion reference files.
  • PROBE_EXCLUSION_ID_COLUMN: optional column or semicolon-separated columns containing probe IDs; NULL auto-detects each reference file.
  • USE_EPICV2_MANIFEST: whether to also remove EPICv2 probes flagged in the Peters et al. expanded manifest from AnnotationHub resource AH116484.
  • EPICV2_MANIFEST_CH_WGBS_EVIDENCE, EPICV2_MANIFEST_CH_BLAT, EPICV2_MANIFEST_MISSING_POS, and EPICV2_MANIFEST_MISMATCH_POS: manifest flags included in the EPICv2 probe-exclusion set.
  • MAF_THRESHOLD: minor-allele-frequency threshold used during SNP filtering.
  • PLOT_GROUP_VAR: phenotype variable used for grouped QC plots.
  • LC_REF: reference panel used for cell-type estimation.

These values control the main preprocessing and filtering choices in preprocessingMinfiEwasWater().

13.7 Step 2 parameters

  • CTRL_SVA_PERC_VAR: target proportion of control-probe variance explained by the retained surrogate variables.
  • CTRL_SVA_FLAG: enables the control-based ENmix SVA workflow.

These values determine how svaEnmix() estimates and retains surrogate variables. The completed step updates the Step 1 phenoLC.csv in place and records successful completion with .sva_complete; it does not create a second phenotype file.

13.8 Step 3 parameters

  • TIMEPOINTS: comma-separated timepoints exported separately.
  • COMBINE_TIMEPOINTS: comma-separated timepoints combined into the longitudinal object, or NULL to skip the combined object.

These values determine how preprocessingPheno() splits and recombines the phenotype-methylation data. The shared METHYLATION_SCALE value selects beta, M-value, or copy-number inputs and is interpreted case-insensitively.

13.9 Step 4 parameters

  • PHENOTYPES_GLM: comma-separated phenotype variables that will be modelled one at a time by methylationGLM().
  • COVARIATES_GLM: comma-separated adjustment variables included in each GLM.
  • FACTOR_VARS_GLM: GLM variables treated as categorical.
  • SCALE_VARS_GLM: numeric GLM fixed-effect variables centred and divided by their sample standard deviations; NULL retains their original scales.
  • GLM_LIBS: GLM implementation used by methylationGLM().
  • INTERACTION_GLM: optional interaction term added to the fixed-effect part of the GLM; NULL omits the interaction.
  • GLM_OMNIBUS_TEST: whether one joint Wald F test is reported for the phenotype or phenotype-by-interaction term at each CpG.
  • SUMMARY_RESIDUAL_SD: whether residual standard deviations are reported in summaries.
  • SAVE_SIGNIFICANT_CPGS: whether tables of significant CpGs are exported.
  • SIGNIFICANT_CPG_PVAL: p-value threshold used for those significant-CpG exports.
  • VENND_GLM_PHENOTYPES: phenotype names whose coefficient p-value columns are compared in GLM Venn outputs; NULL disables coefficient Venn output.
  • VENND_GLM_LABELS: optional labels applied in the expanded coefficient order.
  • VENND_GLM_OMNIBUS_PHENOTYPES: phenotype names whose omnibus p-values are compared; NULL disables omnibus Venn output.
  • VENND_GLM_OMNIBUS_LABELS: optional labels for the selected omnibus sets.
  • Annotated GLM rows require at least one returned coefficient or omnibus p-value. Native glm2 and omnibus-test conditions are written to the phenotype-specific Model.Message column and aggregate availability counts are written to metadata.

13.10 Step 5 parameters

  • PHENOTYPES_LME: comma-separated phenotype variables that will be modelled one at a time by methylationLME().
  • COVARIATES_LME: comma-separated adjustment variables included in each LME.
  • FACTOR_VARS_LME: LME variables treated as categorical.
  • SCALE_VARS_LME: numeric LME fixed-effect variables centred and divided by their sample standard deviations; NULL retains their original scales.
  • PERSON_VAR: participant identifier used as the random effect grouping factor.
  • LME_LIBS: mixed-effects libraries used by methylationLME().
  • LME_CORRELATION_STRUCTURE: residual correlation structure for the nlme LME backend; use none, AR1, or CAR1.
  • LME_CORRELATION_VAR: variable used to order repeated observations within participant for AR1 or CAR1; required for those structures.
  • INTERACTION_LME: optional interaction term used in the longitudinal model; NULL omits the interaction.
  • LME_OMNIBUS_TEST: whether lmerTest/lme4 models calculate one joint test for the selected phenotype main effect or phenotype-by-interaction term.
  • LME_OMNIBUS_DDF: denominator degrees-of-freedom method for the joint test; use Satterthwaite or Kenward-Roger.
  • SAVE_SIGNIFICANT_INTERACTIONS: whether significant interaction tables are exported.
  • SIGNIFICANT_INTERACTION_PVAL: p-value threshold for those exported interaction results.
  • VENND_LME_PHENOTYPES: phenotype names whose coefficient p-value columns are compared in LME Venn outputs; NULL disables coefficient Venn output.
  • VENND_LME_LABELS: optional labels applied in the expanded coefficient order.
  • VENND_LME_OMNIBUS_PHENOTYPES: phenotype names whose omnibus p-values are compared; NULL disables omnibus Venn output.
  • VENND_LME_OMNIBUS_LABELS: optional labels for the selected omnibus sets.
  • Annotated LME rows require at least one returned coefficient or omnibus p-value. Native lmerTest/lme4 or nlme conditions are written to the phenotype-specific Model.Message column and aggregate availability counts are written to metadata.

13.11 Template convention

The template uses NA for optional numeric limits or filters where the meaning is “use all” or “keep all”, and NULL when an optional separator, variable, path, mapping, or model term should be absent. CHUNK_SIZE uses NULL for automatic chunking because this disables a user-specified tuning value rather than applying a filter.

13.12 Include pipeline from dnaEPICO

  • DNAPIPE_MK resolves the packaged Makefile.rules.pipeline file.
  • include $(DNAPIPE_MK) imports the actual pipeline rules after the user configuration has been defined.

This keeps the template compact while the package maintains the rules in one location.

14 Summary

Use the file-based workflow when you need:

  • a reproducible folder structure,
  • files that can be reused by later workflow stages,
  • Makefile execution, or
  • repeated analyses across one or more models.

The interactive workflow supports direct inspection of returned objects; the file-based workflow supports reproducible multi-step execution.

15 Basics

Date the vignette was generated.

#> [1] "2026-08-18 17:33:48 EDT"

Wallclock time spent generating the vignette.

#> Time difference of 2.255 mins

R session information.

#> R version 4.6.1 (2026-06-24)
#> Platform: x86_64-pc-linux-gnu
#> Running under: Ubuntu 24.04.4 LTS
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#> Matrix products: default
#> BLAS:   /home/biocbuild/bbs-3.24-bioc/R/lib/libRblas.so 
#> LAPACK: /usr/lib/x86_64-linux-gnu/lapack/liblapack.so.3.12.0  LAPACK version 3.12.0
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#> locale:
#>  [1] LC_CTYPE=en_US.UTF-8       LC_NUMERIC=C              
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#>  [5] LC_MONETARY=en_US.UTF-8    LC_MESSAGES=en_US.UTF-8   
#>  [7] LC_PAPER=en_US.UTF-8       LC_NAME=C                 
#>  [9] LC_ADDRESS=C               LC_TELEPHONE=C            
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#>  [1] IlluminaHumanMethylation450kanno.ilmn12.hg19_0.6.1
#>  [2] IlluminaHumanMethylation450kmanifest_0.4.0        
#>  [3] minfi_1.59.1                                      
#>  [4] bumphunter_1.55.1                                 
#>  [5] locfit_1.5-9.12                                   
#>  [6] iterators_1.0.14                                  
#>  [7] foreach_1.5.2                                     
#>  [8] Biostrings_2.81.6                                 
#>  [9] XVector_0.53.0                                    
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#> [11] Biobase_2.73.2                                    
#> [12] MatrixGenerics_1.25.0                             
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#> [14] GenomicRanges_1.65.1                              
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#> [16] IRanges_2.47.2                                    
#> [17] S4Vectors_0.51.6                                  
#> [18] BiocGenerics_0.59.12                              
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#> [20] dnaEPICO_0.99.38                                  
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#>   [1] splines_4.6.1             BiocIO_1.23.3            
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#>   [7] XML_3.99-0.23             lifecycle_1.0.5          
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#>  [39] annotate_1.91.0           DelayedMatrixStats_1.35.0
#>  [41] codetools_0.2-20          DelayedArray_0.39.5      
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#>  [73] R6_2.6.1                  RPMM_1.25                
#>  [75] gtools_3.9.5              dichromat_2.0-1          
#>  [77] RSQLite_3.53.3            cigarillo_1.3.1          
#>  [79] h5mread_1.5.0             minfiData_0.59.0         
#>  [81] tidyr_1.3.2               data.table_1.18.4        
#>  [83] rtracklayer_1.73.0        httr_1.4.8               
#>  [85] S4Arrays_1.13.0           pkgconfig_2.0.3          
#>  [87] gtable_0.3.6              blob_1.3.0               
#>  [89] S7_0.2.2                  siggenes_1.87.0          
#>  [91] impute_1.87.0             htmltools_0.5.9          
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#>  [99] tzdb_0.5.0                rjson_0.2.23             
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#> [105] rhdf5_2.57.10             KernSmooth_2.23-27       
#> [107] BiocVersion_3.24.0        AnnotationDbi_1.75.2     
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#> [121] readr_2.2.0               GenomicFeatures_1.65.0   
#> [123] cli_3.6.6                 compiler_4.6.1           
#> [125] Rsamtools_2.29.0          rlang_1.3.0              
#> [127] crayon_1.5.3              rngtools_1.5.2           
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#> [131] mclust_6.1.3              plyr_1.8.9               
#> [133] stringi_1.8.9             BiocParallel_1.47.0      
#> [135] lmerTest_3.2-1            Matrix_1.7-6             
#> [137] ExperimentHub_3.3.2       hms_1.1.4                
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#> [143] KEGGREST_1.53.6           statmod_1.5.2            
#> [145] AnnotationHub_4.3.2       rbibutils_2.4.1          
#> [147] memoise_2.0.1             bslib_0.12.0             
#> [149] bit_4.6.0

15.1 Asking for help

Use the Bioconductor support site for package questions. Add the dnaEPICO tag, review previous posts, and include a small reproducible example with session information.

References

Aryee, Martin J, Andrew E Jaffe, Hector Corrada Bravo, Christine Ladd-Acosta, Andrew P Feinberg, Kasper D Hansen, and Rafael A Irizarry. 2014. “Minfi: a flexible and comprehensive Bioconductor package for the analysis of Infinium DNA methylation microarrays.” Bioinformatics 30 (10): 1363–9. https://doi.org/10.1093/bioinformatics/btu049.

Bates, Douglas, Martin Mächler, Ben Bolker, and Steve Walker. 2015. “Fitting Linear Mixed-Effects Models Using lme4.” Journal of Statistical Software 67 (1): 1–48. https://doi.org/10.18637/jss.v067.i01.

Fortin, Jean-Philippe, Aurélie Labbe, Mathieu Lemire, Brent W Zanke, Thomas J Hudson, Elana J Frtig, Celia MT Greenwood, and Kasper D Hansen. 2014. “Functional normalization of 450k methylation array data improves replication in large cancer studies.” Genome Biology 15 (11): 503. https://doi.org/10.1186/s13059-014-0503-2.

Fortin, Jean-Philippe, Timothy Triche Jr., and Kasper D Hansen. 2017. “Preprocessing, Normalization and Integration of the Illumina HumanMethylationEPIC Array with Minfi.” Bioinformatics 33 (4): 558–60. https://doi.org/10.1093/bioinformatics/btw691.

Maksimovic, Jovana, Lavinia Gordon, and Alicia Oshlack. 2012. “SWAN: Subset quantile Within-Array Normalization for Illumina Infinium HumanMethylation450 BeadChips.” Genome Biology 13 (6): R44. https://doi.org/10.1186/gb-2012-13-6-r44.

Marschner, Ian. 2011. “Glm2: Fitting Generalized Linear Models with Convergence Problems.” The R Journal 3 (2): 12–15. https://doi.org/10.32614/RJ-2011-012.

Murat, Kubra, Björn Grüning, Pawel W Poterlowicz, Gareth Westgate, Desmond J Tobin, and Krzysztof Poterlowicz. 2020. “Ewastools: Infinium Human Methylation BeadChip pipeline for population epigenetics integrated into Galaxy.” GigaScience 9 (5): giaa049. https://doi.org/10.1093/gigascience/giaa049.

Pidsley, Ruth, Ching Ching Y Wong, Matteo Volta, Katie Lunnon, Jonathan Mill, and Leonard C Schalkwyk. 2013. “A data-driven approach to preprocessing Illumina 450K methylation array data.” BMC Genomics 14: 293. https://doi.org/10.1186/1471-2164-14-293.

Touleimat, Nizar, and Jörg Tost. 2012. “Complete Pipeline for Infinium() Human Methylation 450K BeadChip Data Processing Using Subset Quantile Normalization for Accurate DNA Methylation Estimation.” Epigenomics 4 (3): 325–41. https://doi.org/10.2217/epi.12.21.

Triche, Timothy J, Daniel J Weisenberger, David Van Den Berg, Peter W Laird, and Kimberly D Siegmund. 2013. “Low-level processing of Illumina Infinium DNA Methylation BeadArrays.” Nucleic Acids Research 41 (7): e90. https://doi.org/10.1093/nar/gkt090.

Xu, Zongli, Li Niu, and Jack A Taylor. 2021. “The ENmix DNA methylation analysis pipeline for Illumina BeadChip and comparisons with seven other preprocessing pipelines.” Clinical Epigenetics 13 (1): 216. https://doi.org/10.1186/s13148-021-01207-1.