Version Compatibility

Reference examples tested with: DADA2 1.30+, cutadapt 4.6+, phyloseq 1.46+, vegan 2.6+, ALDEx2 1.34+, ANCOMBC 2.4+, QIIME2 2024.2+, PICRUSt2 2.5+.

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

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 and the reference database is a versioned dependency, not just a tool: run learnErrors once per sequencing run, never pooled; record the SILVA/GTDB/UNITE release and the classifier training region, the tree-build method (SEPP/Greengenes2 vs de novo), the rarefaction depth, and the PICRUSt2 reference release alongside every result.

Microbiome Pipeline

"Run my 16S amplicon study end to end from FASTQ" -> Stage primer removal, per-run denoising, region-matched taxonomy, a placed tree, declared-depth diversity, and a consensus differential-abundance result - deferring every per-step decision to the owning microbiome skill, because each stage's parameters silently set what the next stage can find.

Complete workflow from demultiplexed amplicon FASTQ to a confidence-graded differential-abundance result. This is an ORCHESTRATION skill: it sequences the stages and routes the science to the six microbiome category skills; it does not re-teach the per-step decisions.

Scope: amplicon (16S/ITS) reads -> ASV table -> taxonomy -> diversity + consensus DA + optional predicted function. Shotgun/WGS reads -> workflows/metagenomics-pipeline. Each method choice -> its owning microbiome skill (links below). QIIME2 artifact/provenance route -> microbiome/qiime2-workflow.

The Single Most Important Modern Insight -- The Pipeline Is a Chain of Modeling Choices, Not a Conveyor Belt

The feature table, the diversity number, and the differential-taxa list are not observations of the community - each is the residue of a knob turned at an EARLIER stage, before any result existed. Turn the knobs differently and the answer changes. The orchestration discipline is therefore to declare and defend each stage's choice, in order, because every stage silently constrains the next:

1. What is stripped and where reads are truncated decides what is detectable. Primers left on corrupt the error model and inflate chimeras; truncating below the merge-overlap budget erases taxa by arithmetic. These are set before any ASV exists (microbiome/amplicon-processing).
2. The error model is per-run, the tree is a model, and the depth is a sample-deletion knob. Pooling runs into one learnErrors denoises wrong; a de novo tree from short reads injects topology noise into UniFrac; a sampling depth above some samples' totals silently drops the lowest-biomass samples (microbiome/diversity-analysis).
3. Rarefy for diversity, never for DA; and which taxa are "significant" depends more on the tool than the biology. Keep the raw counts, rarefy only into the diversity branch, and report a CONSENSUS of >=2 compositionally-aware tools rather than one tool's hit list (Nearing 2022 Nat Commun 13:342; microbiome/differential-abundance).
4. PICRUSt2 predicts potential, not activity, and is circular with taxonomy. Predicted function is the ASV table re-encoded through a fixed lookup - hypothesis-generating, gated on NSTI, never "more active" (microbiome/functional-prediction).

Pipeline Stages

Each stage hands its decisions to the owning skill; this table is the routing map, not a parameter sheet.

Stage	Operation	Owning skill (decisions)
0	Read QC; confirm primers/region known	read-qc/quality-reports, read-qc/adapter-trimming
1	Remove primers (cutadapt, BEFORE truncation)	microbiome/amplicon-processing, read-qc/adapter-trimming
2	Per-RUN DADA2: filterAndTrim -> learnErrors -> dada -> mergePairs	microbiome/amplicon-processing
3	mergeSequenceTables across runs, then ONE removeBimeraDenovo	microbiome/amplicon-processing
4	Region-matched taxonomy (genus, not species, for 16S)	microbiome/taxonomy-assignment
5	Build phyloseq + a SEPP/Greengenes2 tree (NOT de novo for short reads)	microbiome/diversity-analysis, phylogenetics/tree-io
6	Alpha/beta diversity at a DECLARED depth; adonis2 + betadisper	microbiome/diversity-analysis
7	Consensus DA of >=2 CoDA tools on UNrarefied counts	microbiome/differential-abundance
8	Optional PICRUSt2 functional PREDICTION, gated on NSTI	microbiome/functional-prediction

QIIME2 artifact/provenance alternative for the whole chain: microbiome/qiime2-workflow (qiime cutadapt -> dada2 denoise-paired -> feature-classifier classify-sklearn -> fragment-insertion sepp -> diversity core-metrics-phylogenetic -> composition ancombc -> q2-picrust2). Same decisions, .qza/.qzv provenance ecosystem.

Workflow Overview

Demultiplexed amplicon FASTQ (per sample, per run; primers/region known)
    |
    v
[0. Read QC]                         FastQC/MultiQC -> read-qc/quality-reports
    |
    v
[1. Remove primers]  cutadapt -g FWD -G REV --discard-untrimmed   (BEFORE truncation)
    |
    v
[2. Per-RUN DADA2]   filterAndTrim -> learnErrors (one run) -> dada -> mergePairs
    |                (repeat per sequencing run; never pool FASTQs into one learnErrors)
    v
[3. Combine + chimeras]  mergeSequenceTables(run1, run2, ...) -> ONE removeBimeraDenovo
    |
    v
[4. Taxonomy]        region-matched SILVA/GTDB/UNITE classifier -> genus (16S)
    |
    v
[5. phyloseq + tree] otu+tax+sample_data + SEPP/Greengenes2 placed tree (NOT de novo)
    |
    +--> [6. Diversity]  rarefy_even_depth(declared depth) -> alpha; UniFrac/Bray + adonis2 + betadisper
    |        (report the depth AND the dropped-sample list)
    |
    +--> [7. Differential abundance]  UNRAREFIED counts -> ALDEx2 AND ANCOM-BC2/LinDA -> CONSENSUS
    |
    +--> [8. Functional prediction]  PICRUSt2 (optional) -> KO/MetaCyc POTENTIAL, report NSTI
    |
    v
ASV table + taxonomy + diversity + consensus DA hits (+ predicted potential)

Stage 1 to 3: Primers, Per-Run Denoising, Chimeras

Goal: Turn demultiplexed reads into one chimera-free ASV table, with primers off first and the error model fit per run.

Approach: Strip primers with cutadapt before any quality step; run the DADA2 block (filter -> learnErrors -> dada -> mergePairs) ONCE PER sequencing run; merge the run-level tables by exact sequence string; remove chimeras once on the combined table. Decisions (truncLen budget, maxEE, pooling mode, ITS handling) live in microbiome/amplicon-processing.

# Primers come OFF before truncation - leftover primer bases corrupt the error model and look chimeric.
# -g = forward primer (5' on R1), -G = reverse primer (5' on R2); --discard-untrimmed drops primerless pairs.
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

library(dada2)
# Run this block ONCE PER sequencing run. truncLen is a merge-overlap budget, not just a quality cut:
# truncLen_F + truncLen_R >= amplicon_length + ~12 (mergePairs minOverlap). See amplicon-processing.
out <- filterAndTrim(fnFs, filtFs, fnRs, filtRs, truncLen = c(240, 160),
                     maxEE = c(2, 2), truncQ = 2, maxN = 0, rm.phix = TRUE,
                     compress = TRUE, multithread = TRUE)
errF <- learnErrors(filtFs, multithread = TRUE)   # fit THIS run only - never pool runs
errR <- learnErrors(filtRs, multithread = TRUE)
mergers <- mergePairs(dada(filtFs, err = errF, multithread = TRUE), filtFs,
                      dada(filtRs, err = errR, multithread = TRUE), filtRs)
seqtab_run <- makeSequenceTable(mergers)
# Combine per-run tables (exact-sequence string is the join key), THEN one chimera removal:
seqtab <- mergeSequenceTables(seqtab_run1, seqtab_run2)   # single run: skip; pass seqtab_run
seqtab_nochim <- removeBimeraDenovo(seqtab, method = 'consensus', multithread = TRUE)

A merge cliff (near-zero merged column) or a large READ fraction lost as chimeric is a stage-1/2 knob problem, not bad data - see microbiome/amplicon-processing. For low-biomass studies, sequence negative/positive controls and run decontam on the ASV table before downstream analysis (microbiome/amplicon-processing; metagenomics/contamination-controls).

Stage 4 to 6: Taxonomy, Tree, Diversity

Goal: Label ASVs against a region-matched reference, assemble a phyloseq object with a PLACED tree, and summarize diversity at a depth that retains samples.

Approach: Assign taxonomy with a classifier trained on the amplicon region (report genus for 16S, not species); filter host mitochondria/chloroplast features (universal 16S primers amplify them); build the phyloseq object and attach a SEPP/Greengenes2 placed tree rather than a de novo tree from short reads; rarefy ONLY into the diversity branch at a declared depth, report the dropped samples, and pair adonis2 with betadisper. Decisions live in microbiome/taxonomy-assignment and microbiome/diversity-analysis.

library(phyloseq); library(vegan)
# minBoot 50 = DADA2/RDP default for reads <=250 nt; ranks below it return NA, not a guess.
taxa <- assignTaxonomy(seqtab_nochim, 'silva_nr99_v138.1_train_set.fa.gz', minBoot = 50, multithread = TRUE)
ps <- phyloseq(otu_table(seqtab_nochim, taxa_are_rows = FALSE), tax_table(taxa),
               sample_data(metadata), phy_tree(placed_tree))   # placed_tree from SEPP/GG2, NOT de novo
ps <- subset_taxa(ps, is.na(Order) | Order != 'Chloroplast')      # drop host organelle 16S before diversity/DA
ps <- subset_taxa(ps, is.na(Family) | Family != 'Mitochondria')

# Diversity branch ONLY: rarefy to a DECLARED depth (not min(sample_sums)) and report who was dropped.
depth <- 10000   # choose on the alpha-rarefaction plateau; below this samples are dropped - report them
ps_rare <- rarefy_even_depth(ps, sample.size = depth, rngseed = 42, replace = FALSE)
adonis2(UniFrac(ps_rare, weighted = TRUE) ~ Group, data = data.frame(sample_data(ps_rare)), permutations = 999)
permutest(betadisper(UniFrac(ps_rare, weighted = TRUE), sample_data(ps_rare)$Group))   # location vs dispersion

SEPP placement is qiime fragment-insertion sepp; a de novo align-to-tree-mafft-fasttree is acceptable only when no reference package fits the marker, and unweighted UniFrac on it must be treated as suspect (microbiome/diversity-analysis).

Stage 7: Consensus Differential Abundance

Goal: Identify differentially abundant taxa as a confidence-graded consensus, not one tool's volcano plot.

Approach: On the UNrarefied counts (rarefying discards information DA needs), filter rare features, run ALDEx2 plus a second compositionally-aware tool (ANCOM-BC2 or LinDA), gate ALDEx2 on q AND effect size, and report the intersection as high-confidence. Tool mechanics live in microbiome/differential-abundance.

library(ALDEx2); library(ANCOMBC)
ps_filt <- filter_taxa(ps, function(x) sum(x > 0) >= 0.10 * nsamples(ps), TRUE)   # >=10% prevalence; declared knob
counts <- as.matrix(otu_table(ps_filt)); if (!taxa_are_rows(ps_filt)) counts <- t(counts)   # taxa in ROWS, integer counts
groups <- as.character(sample_data(ps_filt)$Group)

ax <- aldex(counts, groups, mc.samples = 128, test = 't', effect = TRUE, denom = 'all')
sig_aldex <- rownames(ax)[ax$we.eBH < 0.05 & abs(ax$effect) > 1]   # q AND |effect|>1 (~2 SD); NOT p alone

ab <- ancombc2(data = ps_filt, fix_formula = 'Group', p_adj_method = 'BH',   # default is 'holm' - set BH deliberately
               prv_cut = 0.10, group = 'Group', struc_zero = TRUE, pseudo_sens = TRUE)$res
dcol <- grep('^diff_Group', names(ab), value = TRUE)[1]   # coefficient = variable+factor level, verbatim case (e.g. 'Grouptreated')
sig_ancombc <- ab$taxon[ab[[dcol]] & ab[[sub('^diff_', 'passed_ss_', dcol)]]]    # significant AND pseudo-count-robust

confident <- intersect(sig_aldex, sig_ancombc)   # high-confidence; union = exploratory; name both tools

Stage 8: Functional Prediction (optional)

Goal: Summarize predicted community functional POTENTIAL, framed as hypothesis-generating and gated on NSTI.

Approach: Run PICRUSt2 on the rep-seqs and ASV table, report the NSTI distribution and the read fraction dropped at --max_nsti 2, and restrict every claim to "potential" - never "activity". Decisions live in microbiome/functional-prediction; for MEASURED function use shotgun (metagenomics/functional-profiling).

# Predicts KO/MetaCyc POTENTIAL from who-is-there - never measured genes, never activity.
picrust2_pipeline.py -s asv_seqs.fna -i asv_table.biom -o picrust2_out -p 8 --max_nsti 2 --hsp_method mp
# Report mean/median NSTI and the ASV+read fraction dropped at NSTI>2 (marker_predicted_and_nsti.tsv.gz).

Per-Stage Failure Modes

Primers left on before truncation (stage 1)

Trigger: running filterAndTrim/learnErrors on reads still carrying primers. Mechanism: degenerate primer bases read as sequencing error, corrupting the error model and masquerading as chimeras. Symptom: wrong error fit, a large READ fraction lost as chimeric, inflated ASV count. Fix: cutadapt --discard-untrimmed first; order is primers -> filter -> learnErrors (microbiome/amplicon-processing).

Pooling runs into one error model (stage 2)

Trigger: concatenating multiple runs' FASTQs before learnErrors. Mechanism: one error model is fit to a mixture of run-specific error structures. Symptom: 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 into DA.

Merge cliff from over-truncation (stage 2)

Trigger: truncLen_F + truncLen_R below amplicon length + ~12. Mechanism: denoised pairs no longer overlap enough to merge. Symptom: near-zero merged column, misread as "low diversity". Fix: compute the overlap budget first; keep length and loosen maxEE on the reverse for long amplicons.

De novo tree on short reads (stage 5)

Trigger: UniFrac/Faith PD on a MAFFT+FastTree tree from ~250 bp reads. Mechanism: short reads give an unstable topology and arbitrary midpoint root. Symptom: unweighted-UniFrac separation that vanishes under SEPP. Fix: use SEPP fragment-insertion or Greengenes2 placement (microbiome/diversity-analysis).

Sampling-depth sample massacre (stage 6)

Trigger: a rarefaction depth above some samples' totals (or min(sample_sums)). Mechanism: samples below the depth are silently dropped; the lost ones skew low-biomass. Symptom: fewer points in the PCoA than samples in the metadata. Fix: pick the depth from the alpha-rarefaction plateau, report the dropped-sample list, confirm at a nearby depth.

Rarefied table reused for DA (stage 6 -> 7)

Trigger: feeding ps_rare into the DA tools. Mechanism: rarefaction discards count information the compositional model needs. Symptom: underpowered or distorted DA. Fix: keep raw counts; rarefy only into the diversity branch; run DA on the unrarefied ps.

Single-tool DA hit list (stage 7)

Trigger: reporting only ALDEx2 (or only the tool that flagged the favored taxon). Mechanism: the significant-taxa list depends more on the tool than the biology (Nearing 2022). Symptom: "the method found X" with no mention of disagreeing tools. Fix: run >=2 CoDA tools, report the intersection as confident and the union as exploratory, name every tool.

PICRUSt2 reported as activity (stage 8)

Trigger: "increased butyrate production" / "upregulated" from predicted KOs. Mechanism: PICRUSt2 measured no genes and no transcripts - it re-encodes taxonomy through a fixed lookup. Symptom: an activity verb on a predicted pathway, or predicted+taxonomic differences claimed as two independent findings. Fix: restrict claims to "potential"; report NSTI; for activity use metatranscriptomics (microbiome/functional-prediction).

Quantitative Thresholds

Threshold	Source	Rationale
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
maxEE c(2,2) (loosen R for long amplicons)	Callahan 2016 Nat Methods 13:581	expected-errors filter beats a hard Q cut; computed on the truncated read
assignTaxonomy minBoot 50 (default)	Wang 2007 Appl Environ Microbiol 73:5261	RDP floor for reads <=250 nt; ranks below it return NA, not a guess
Sampling depth on the alpha-rarefaction plateau (not min(sample_sums))	McMurdie 2014 PLoS Comput Biol 10:e1003531	depth must saturate richness while retaining samples; report the dropped list
PERMANOVA permutations >= 999, paired with betadisper	vegan docs; Anderson & Walsh 2013 Ecol Monogr 83:557	resolution floor; separates a location shift from a dispersion difference
Rarefy for diversity, NOT for DA	McMurdie 2014; Schloss 2024 mSphere 9:e00354-23	per-analysis decision; DA needs the raw counts
Prevalence cut 10-25% before DA	Nearing 2022 Nat Commun 13:342; tool defaults	rare features crush the BH denominator; declare and test sensitivity
ALDEx2 we.eBH <= 0.05 AND `	effect	` > 1
Consensus of >=2 CoDA tools	Nearing 2022 Nat Commun 13:342	tool choice drives the hit list more than biology; intersection = confident
PICRUSt2 --max_nsti 2.0 (default)	Douglas 2020 Nat Biotechnol 38:685	ASVs >2 substitutions/site from a reference genome are too extrapolated; report the dropped read fraction

Common Errors

Error / symptom	Cause	Solution
Near-zero merge rate	truncLen below the overlap budget	recompute the budget; keep length, loosen maxEE R
Large read fraction "chimeric"	primers not trimmed	cutadapt --discard-untrimmed before filtering
ASVs vanish/appear when runs split	one error model fit across runs	per-run learnErrors, then mergeSequenceTables
PCoA has fewer points than samples	rarefaction depth dropped low-count samples	lower the depth or report the loss; never assume zero drops
adonis2 p<0.05 but groups overlap	dispersion difference, not location	run betadisper/permutest; report both
ALDEx2 returns NA effects / errors	proportions or non-integer matrix passed	feed integer COUNTS with taxa in rows
Far fewer ANCOM-BC2 hits than expected	p_adj_method left at holm	set p_adj_method = 'BH' deliberately if FDR is wanted
Tools disagree on the DA hit list	normal - tool choice drives results	report the consensus and the disagreement, do not cherry-pick
PICRUSt2 result with no NSTI numbers	NSTI distribution not reported	summarize metadata_NSTI; report ASV+read fraction dropped at NSTI>2

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.
• Martin M. 2011. Cutadapt removes adapter sequences from high-throughput sequencing reads. EMBnet J 17:10-12.
• Wang Q, Garrity GM, Tiedje JM, Cole JR. 2007. Naive Bayesian classifier for rapid assignment of rRNA sequences into the new bacterial taxonomy. Appl Environ Microbiol 73:5261-5267.
• Janssen S, McDonald D, Gonzalez A, et al. 2018. Phylogenetic placement of exact amplicon sequences improves associations with clinical information. mSystems 3:e00021-18.
• McDonald D, Jiang Y, Balaban M, et al. 2024. Greengenes2 unifies microbial data in a single reference tree. Nat Biotechnol 42:715-718.
• McMurdie PJ, Holmes S. 2014. Waste not, want not: why rarefying microbiome data is inadmissible. PLoS Comput Biol 10:e1003531.
• Schloss PD. 2024. Rarefaction is currently the best approach to control for uneven sequencing effort in amplicon sequence analyses. mSphere 9:e00354-23.
• Anderson MJ, Walsh DCI. 2013. PERMANOVA, ANOSIM, and the Mantel test in the face of heterogeneous dispersions: what null hypothesis are you testing? Ecol Monogr 83:557-574.
• Fernandes AD, Reid JNS, Macklaim JM, McMurrough TA, Edgell DR, Gloor GB. 2014. Unifying the analysis of high-throughput sequencing datasets by compositional data analysis. Microbiome 2:15.
• Gloor GB, Macklaim JM, Fernandes AD. 2016. Displaying variation in large datasets: plotting a visual summary of effect sizes. J Comput Graph Stat 25:971-979.
• Lin H, Peddada SD. 2020. Analysis of compositions of microbiomes with bias correction. Nat Commun 11:3514.
• Nearing JT, Douglas GM, Hayes MG, et al. 2022. Microbiome differential abundance methods produce different results across 38 datasets. Nat Commun 13:342.
• Douglas GM, Maffei VJ, Zaneveld JR, et al. 2020. PICRUSt2 for prediction of metagenome functions. Nat Biotechnol 38:685-688.

Related Skills

• microbiome/amplicon-processing - Primer removal, per-run error model, truncLen budget, chimeras, ITS
• reporting/automated-qc-reports - Aggregate FastQC/MultiQC across samples (sample-name resolution; the report is a snapshot, not a gate)
• microbiome/taxonomy-assignment - Region-matched classifier and reference-database choice
• microbiome/diversity-analysis - Sampling depth, tree choice, metric choice, adonis2 + betadisper
• microbiome/differential-abundance - Compositional DA tools and the consensus deliverable
• microbiome/functional-prediction - PICRUSt2 predicted potential gated on NSTI
• microbiome/qiime2-workflow - The QIIME2 artifact/provenance route for the whole chain
• read-qc/adapter-trimming - cutadapt primer removal mechanics before DADA2
• metagenomics/kraken-classification - Shotgun (not amplicon) read classification
• metagenomics/abundance-estimation - Shared compositional/normalization/rarefaction theory
• workflows/metagenomics-pipeline - The shotgun (WGS) equivalent of this amplicon pipeline