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Stephen A. Bustin 1,  Vladimir Benes 2,  Jeremy A. Garson 3,4,  Jan Hellemans 5,  Jim Huggett 6, Mikael Kubista 7,8,  Reinhold Mueller 9,  Tania Nolan 10,  Michael W. Pfaffl 11,  Gregory L. Shipley 12, Jo Vandesompele 5,  and  Carl T. Wittwer 13,14
Clinical Chemistry 2009, 55(4): 611-622

1   Centre for Academic Surgery, Institute of Cell & Molecular Science, Barts and the London School of Medicine and Dentistry, UK
2   Genomics Core Facility, EMBL Heidelberg, Germany
3   Centre for Virology, Department of Infection, University College London, London, UK
4   Department of Virology, UCL Hospitals NHS Foundation Trust, London, UK
5   Center for Medical Genetics, Ghent University Hospital, Ghent, Belgium
6   Centre for Infectious Diseases, University College London, London, UK
7   TATAA Biocenter, Göteborg, Sweden
8   Institute of Biotechnology AS CR, Prague, Czech Republic
9   Sequenom, San Diego, USA
10  Sigma-Aldrich, Haverhill, UK
11  Physiology Weihenstephan, Technical University Munich, Freising, Germany
12  Quantitative Genomics Core Laboratory, Department of Integrative Biology and Pharmacology, The University of Texas Health Science Center Houston, USA
13  Department of Pathology, University of Utah, Salt Lake City, Utah, USA
14  ARUP Institute for Clinical and Experimental Pathology, Salt Lake City, Utah, USA 
       => download PDF

BACKGROUND:  Currently, a lack of consensus exists on how best to perform and interpret quantitative real-time PCR (qPCR) experiments. The problem is exacerbated by a lack of sufficient experimental detail in many publications, which impedes a reader's ability to evaluate critically the quality of the results presented or to repeat the experiments.
CONTENT:  The Minimum Information for Publication of Quantitative Real-Time PCR Experiments (MIQE) guidelines target the reliability of results to help ensure the integrity of the scientific literature, promote consistency between laboratories, and increase experimental transparency. MIQE is a set of guidelines that describe the minimum information necessary for evaluating qPCR experiments. Included is a checklist to accompany the initial submission of a manuscript to the publisher. By providing all relevant experimental conditions and assay characteristics, reviewers can assess the validity of the protocols used. Full disclosure of all reagents, sequences, and analysis methods is necessary to enable other investigators to reproduce results. MIQE details should be published either in abbreviated form or as an online supplement.
SUMMARY:  Following these guidelines will encourage better experimental practice, allowing more reliable and unequivocal interpretation of qPCR results.

TALK  -  Stephen A. Bustin at the qPCR 2009 in Freising Weihenstephan - download talk slide PDF


The MIQE guidelines has been frequently cited by other researchers:  => 147  times until August 2010


Why the need for qPCR publication guidelines?  -  The case for MIQE

Stephen A. Bustin
Methods.  2010 April    in       qPCR special issue - The ongoing evolution of qPCR
  Institute of Cell and Molecular Science, Barts and the London School of Medicine and Dentistry
Queen Mary University of London, Whitechapel, London E1 1BB, UK

The polymerase chain reaction (PCR) has matured from a labour- and time-intensive, low throughput qualitative gel-based technique to an easily automated, rapid, high throughput quantitative technology. Real-time quantitative PCR (qPCR) has become the benchmark technology for the detection and quantification of nucleic acids in a research, diagnostic, forensic and biotechnology setting. However, ill-assorted pre-assay conditions, poor assay design and inappropriate data analysis methodologies have resulted in the recurrent publication of data that are at best inconsistent and at worst irrelevant and even misleading. Furthermore, there is a lamentable lack of transparency of reporting, with the "Materials and Methods" sections of many publications, especially those with high impact factors, not fit for the purpose of evaluating the quality of any reported qPCR data. This poses a challenge to the integrity of the scientific literature, with serious consequences not just for basic research, but potentially calamitous implications for drug development and disease monitoring. These issues are being addressed by a set of guidelines that propose a minimum standard for the provision of information for qPCRexperiments ("MIQE"). MIQE aims to restructure to-day's free-for-all qPCR methods into a more consistent format that will encourage detailed auditing of experimental detail, data analysis and reporting principles. General implementation of these guidelines is an important requisite for the maturing of qPCR into a robust, accurate and reliable nucleic acid quantification technology.


Related papers:

RDML:  structured language and reporting guidelines for real-time quantitative PCR data.
Lefever S, Hellemans J, Pattyn F, Przybylski DR, Taylor C, Geurts R, Untergasser A, Vandesompele J; on behalf of the RDML consortium. Center for Medical Genetics, Ghent University Hospital, Ghent, Belgium.
Nucleic Acids Res. 2009 Apr;37(7): 2065-2069

Reliability of real-time reverse-transcription PCR in clinical diagnostics: gold standard or substandard?
Murphy J, Bustin SA.
Expert Rev Mol Diagn. 2009 9(2):187-197

Unreliable real-time PCR analysis of human endogenous retrovirus-W (HERV-W) RNA expression and DNA copy number in multiple sclerosis.
Garson JA, Huggett JF, Bustin SA, Pfaffl MW, Benes V, Vandesompele J, Shipley GL.
AIDS Res Hum Retroviruses. 2009 25(3): 377-378

Real-time polymerasechain reaction – towardsa more reliable, accurateand relevant assay.
SA Bustin
EUROPEAN PHARMACEUTICAL REVIEW  2008 (6): 19-27

In-House Nucleic Acid Amplification Assays in Research: How Much Quality ControlIs Needed before One Can Rely upon the Results?
Petra Apfalter, UdoReischl and Margaret R. Hammerschlag
JOURNAL OF CLINICAL MICROBIOLOGY 2005 (dec): 5835–5841


Introduction

Quantitative polymerase chain reaction (qPCR) assays measure the copies of a specific DNA target in a sample as that sample is repeatedly passed through the polymerase chain reaction. Special qPCR machines are required to quantify the amplification products at each step of the cycle. MIQE specifies the minimum information needed for a correct interpretation of the experiment.

Checklist for Quantitative PCR Assays

  1. Sample
    • Fresh - How rapidly processed?
    • Frozen - How frozen?
    • Whole vs. microdissected
    • Sample storage conditions and duration
    • Fixed - How fixed, how old?

  2. Nucleic acid
    • Quantification
    • Quality/integrity
    • Inhibition dilution or spike
    • DNA contamination assessment of RNA sample
    • DNase treatment
    • Manufacturer of reagents used
    • Amount of sample used for extraction

  3. Reverse treanscriptions
    • cDNA priming method + concentration
    • Amount of RNA used per reaction
    • Enzyme type and concentration
    • Detailed reaction conditions
    • Manufacturer of reagents used
    • Reaction volume
    • Storage of cDNA

  4. Target
    • Database name and target gene accession number
    • Intronless, targeting of all splice variants/splice variant-specific targeting
    • Official gene symbol
    • Location of amplicon with respect to reference sequence
    • Information about (retro)pseudogenes

  5. Primers and probes
    • Primer sequences
    • Location of modification
    • End concentration of primers and optional probe(s) used
    • Primer purification method
    • Manufacturer of oligonucleotides
    • Probe sequence

  6. Assay details
    • Amplicon length
    • Specific BLAST or equivalent in silico specific screen
    • Experimental validation of specificity
    • NTC; Sensitivity
    • PCR efficiency, PCR efficiency standard curve slope and r-squared value
    • RTPrimerDB ID
    • Secondary structure analysis around priming sites

  7. PCR Cycling
    • Amount of cDNA/DNA used per reaction
    • Detailed reaction conditions, thermocycling parameters
    • Manufacturer of reagents used
    • Manual/robotic dispensing of reagents
    • Manufacturer of plates/tubes
    • Manufacturer of real-time instrument

  8. Data analysis
    • Cq value determination method
    • Treatment of NTCs and technical replicates
    • Normalisation method
    • Is r-squared value of regression curve satisfactory?
    • Has assay sensitivity been adequately evaluated and described?
    • Has assay specificity been adequately described?
    • Is the dynamic range of the assay acceptable?
    • Is the coefficient of variation for inter and intra-assay reproducibility reasonable?
    • Concordance of biological replicates
    • Analysis program
    • Assay carried out by core lab or investigator's lab
    • Acknowledgement of author's contribution to analysis and interpretation
    • Submission of Cq values of raw data using RDML


RDML guidelines (formaly known as MIqPCR)
Working draft, 4th April, 2008.

It is crucial that data acquisition, analysis and reporting become more transparent to allow reinterpretation and to guarantee compliance with quality standards. Therefore, following the example of the microarray community and their MIAME (Minimum Information About a Microarray Experiment) guidelines, we propose guidelines specifying the minimal information about qPCR experiments. A RDML guidelines compliant RDML file should contain all measured data as well as information about the samples and targets being analyzed.

In addition, data must be linked to samples and targets in an unequivocal way. Due to the complexity and diversity of experiments in which qPCR is utilized, the scope of the RDML guidelines is limited to the technology itself, which means that these guidelines can easily be integrated into other minimum information guidelines that focus on the wider experimental context. To coordinate this effort, the RDML consortium recently joined the MIBBI project (Minimum Information for Biological and Biomedical Investigations). The minimum information guidelines have been kept minimal to facilitate the creation of a compliant RDML files that make the least demand on researchers’ time, while requiring sufficient information for other researchers to interpret and reanalyze the data contained within an RDML guidelines compliant RDML file.

All information needed for the MIQE checklist can be stored in specialy designed elements or description strings inside an RDML file.

Reporting requirement for Quantitative PCR Assays

  1. Administrative information
    1. Experiment description
      • Experiment description
      • Responsible person and contact details

  2. Sample annotation
    1. Sample description
      • Sample ID
      • Sample description
      • cDNA synthesis method and DNAse treatment (cDNA samples only)
      • Template quantity (standard and optical calibrator samples only)
    2. Sample role in qPCR assay
      • Sample type
      • Inter run calibrator (true or false)
      • Calibrator sample (true or false)

  3. Target annotation
    1. Target description
      • Target ID
      • Sequence of primers OR commercial assay description
    2. Target role in qPCR assay
      • Target type

  4. Thermal Cycling Conditions Information
    1. PCR program
      • Complete description of the cycling conditions

  5. Run data
    1. Instrument information
      • Plate format
      • Instrument description
      • Software description and version
    2. Information required for each well
      • Well ID
      • Sample ID
      • Target ID
      • Amplification curve fluorescence values for each data point
      • Melting curve fluorescence values for each data point
      • Quantification Cycle

  6. Software requirements
    1. RDML-Support
      • Software solutions, including databases, must support the import and export of RDML files.
      • qPCR machines must allow the export of raw data for the amplification as well as for melting curves.

More detailed information about the terms used in the RDML guidelines can be found here
Download a document about the RDML guidelines.


qPCR Assay Quality assessment
05 January 2009
by Stephen Bustion on

Guidelines for minimum information required for publication of qPCR data are currently being assembled and will be published in Clinical Chemistry.

qPCR quality assessment relates mainly to the reverse transcription -qPCR (RT-qPCR) variant of the technology. This is widely used to measure pathogen as well as cellular RNA copy numbers; the former, given appropriate standard operating procedures and technical expertise, is fairly straightforward. The latter can be highly problematic. For both types of assay, however, RNA quality is a major consideraton.

Quality assessment is a big fat elephant sitting in the room: everyone knows what needs to be done, but most researchers do not follow basic quality control guidelines. This serves to undermine the integrity of the scientific literature to such an extent, that a high proportion of publications are reporting technical or analytic artifacts.

Incredibly, many researchers are not bothered by this; indeed some have been heard to remark that they can't be bothered assessing RNA quality, worrying about reverse transcription or determining what normalisdation strategy to follow. However, efforts are underway to establish a checklist for journal editors and reviewers, with the aim of introducing a minumum standard of assay reporting.

What are the problems?

*** LATEST NEWS ***

PCR inhibition assessment generally depends on the assumption that inhibitors affect all PCR reactions to the same extent; i.e. that the reaction of interest and the control reaction are equally susceptible to inhibition. However, it appears that when copurified inhibitors are assessed in different PCR reactions, differential inhibition is observed and susceptibility to inhibition is highly variable between reactions. This has serious implications for all PCR-based gene expression studies, including the relatively new PCR array method, and for both qualitative and quantitative PCR-based molecular diagnostic assays, suggesting that careful consideration should be given to inhibition compatibility when conducting PCR analyses. Clearly, it is not safe to assume that different PCR reactions are equally susceptible to inhibition by substances co-purified in nucleic acid extracts.

Reference: Huggett JF, Novak T, Garson JA, Green C, Morris-Jones SD, Miller RF, Zumla A. Differential susceptibility of PCR reactions to inhibitors: an important and unrecognised phenomenon. BMC Res Notes 2008;1:70.

1. Inappropriate sample selection, coupled with the complexity and heterogeneity of any tissue biopy, especially from cancer and inconsistent handling procedures, results in variability and inaccurate mRNA quantification. In addition, there can be two sources of error: (i) sampling error, ie even if epithelial cells are being collected, the cell type within the epithelial population may have a different distribution compared with the collected population’ (ii) measurement error, which depends on the quality of instruments, reagents and operator.

2. The conversion of mRNA to cDNA is a major stumbling block and arguably is the single most variable step in the whole quantification procedure. It is well known, although not well publicised, that different reverse transcriptases have significantly different efficiencies of reverse transcription, and that these are target-dependent (1,2). Similarly, the mechanism of cDNA priming has a significant effect on the outcome of any quantification experiment, since gene-specific priming, random priming and oligo-dT all produce diverse results that are distinct for different mRNA targets. The choice of primer location on the target mRNA also can yield significantly different results, as mRNA adopts a tight secondary structure characterised by extensive intra-strand base pairing resulting in stem-loop structures (3). If reverse transcription primers are designed to target stems, rather than loops, or if the amplicon can adopt secondary structures, the efficiency of the RT step is significantly compromised. Characteristically, this results in non-quantitative and non-reproducible results.

3. The accuracy of gene expression profiling is highly dependent on mRNA quality (4,5). Unfortunately, this is an area that is distinguished by a prevalent lack of concern. A 2005 survey of the working practices of 100 experienced qPCR users revealed that attending a worryingly high 37% did not quality assess their RNA, with a further 4% using absorbance ratios which even then were known to be inadequate for quantification of mRNA (6). A survey of BMC publications in 2007/08 reveals that we have regressed since then, with >60% of papers not even mentioning mRNA quality and a substantial 10% continuing to rely on absorbance ratio measurements. Even when RNA quality is assessed, it is evaluated using either gel electrophoresis or microfluidics-based systems; this approach fails to take into account that such measurements only look at ribosomal RNA without relating the results to mRNA integrity, which is, after all, the real target of interest.

4. Splicing is a post-transcriptional modification in which a single gene can specify multiple proteins, allowing the synthesis of protein isoforms that are structurally and functionally distinct. Gene splicing affects most human genes (7) and plays an important role in human pathologies, including cancer (8). This generates significant problems with the interpretation of RT-qPCR and microarray data, since presence or, indeed significant changes in mRNA levels may reflect cell-, tissue- ot treatment-specific adjustments between different isoforms.

5. The increased realisation that allelic imbalance and allele-specific expression patterns are associated with increased disease risk (9,10) poses further problems for the interpretation of mRNA quantification data. Rather than avoiding SNPs when designing primers, it may be necessary to include them as part of an overall assay design strategy so as to be able to quantitate allele-specific expression accurately.

6. It is worth emphasising that in vivo mRNA is subject to constant degradation by complex interactions of deadenylation and decapping enzyme complexes as well as 3’-5, 5’-3’ exonucleases as well as endonucleases (11). This is likely to result in significant natural variability of mRNA levels between genes expressed in different tissues and individuals. This is in addition to any degradation introduced during the extraction of the RNA from tissue samples or during storage. Whilst these comments may seem obvious, their implications have never been explored.

7. Normalisation, known to be an essential component of proper data analysis (12), continues to be used in an inappropriate manner particularly in RT-qPCR applications, with a high proportion of papers still reporting expression patterns of target genes normalised against a single, unvalidated reference gene .

8. Inappropriate experimental designs, improper analyses, subjective interpretation of RT-qPCR data, variability of microarray results depending on the choice of analysis algorithms all combine to compromise the interpretation and confident application of quantitative, mRNA-targeted data (13).

The consequence of these, and other poor standards, is that a large number of publications report data that are at best unreliable, at worst misleading, with a dramatic and damaging effect on the integrity of the scientific literature. For example, a paper published in Science and named as a “breakthrough of the year”, has had to be withdrawn, because its results could not be repeated (14). More seriously, a paper using RT-qPCR technology and purporting to confirm an association between the presence of measles virus and gut pathology in children with developmental disorder (15) was used to claim a link between the MMR vaccine and autism (16). However, the data were significantly flawed as the RT-qPCR assay was applied in an inappropriate manner (ftp://autism.uscfc.uscourts.gov/autism/cedillo.html).

What is the solution?

First, it is essential to step back and concentrate on getting the basic technical problems sorted out. This includes enforcing minimum quality standards for template preparation, validation and consistent use of cDNA priming methods, enzymes, protocols and, equally critically, appropriate analysis of data.

Second, it is entirely unacceptable that most publications do not address the critical issue of RNA quality assessment. It is equally unacceptable that data are not normalised in an appropriate manner. Third

Third, it is essential that data acquisition, analysis and reporting become more transparent. Consequently, it is essential for the editors of scientific and biomedical publications to issue prescriptive checklists specifying the key information to include when reporting experimental results. There are significant efforts underway to organise such ‘minimum information’ checklists, with the “Minimum information for biological and biomedical investigations” (MIBBI) project offering a common portal aimed at promoting gradual data integration (http://mibbi.sourceforge.net).

Another development concerns the problems associated with attempting to share qPCR data between different laboratories and users. A new initiative, the “Real-time PCR Data Markup Language” (RDML) describes a structured and universal data standard for exchanging qPCR data (http://www.rdml.org/). Together with the accompanying guidelines for Minimal Information (MIqPCR), the data standard will contain sufficient information to understand the experimental setup, re-analyse the data and interpret the results. This is of particular importance for transparent exchange of annotated qPCR data between authors, peer reviewers, journals and readers.

Those intimately familiar with the molecular technologies underlying the advances proclaimed by the highest impact factor journals, then taken up by the popular press and finally shaping peoples’ expectations are only too familiar with their serious shortcomings. Unfortunately, it seems that very few researchers are willing to listen and even fewer are willing to change their modi operandi. It really is time to put the horse before the cart, and stop being blinded with ever-more technology.

References

1. Stahlberg, A., Hakansson, J., Xian, X., Semb, H., and Kubista, M. (2004) Clin Chem 50(3), 509-515

2. Stahlberg, A., Kubista, M., and Pfaffl, M. (2004) Clin Chem 50(9), 1678-1680
3. Bustin, S. A., and Nolan, T. (2004) J Biomol Tech 15(3), 155-166
4. Nolan, T., Hands, R. E., Ogunkolade, B. W., and Bustin, S. A. (2006) Anal Biochem 351, 308-310
5. Nolan, T., Hands, R. E., and Bustin, S. A. (2006) Nature Protocols 1(3), 1559-1582
6. Bustin, S. A. (2005) Expert Rev Mol Diagn 5(4), 493-498
7. Ben-Dov, C., Hartmann, B., Lundgren, J., and Valcarcel, J. (2008) J Biol Chem 283(3), 1229-1233
8. Pettigrew, C. A., and Brown, M. A. (2008) Front. Biosci. 13, 1090-1105
9. Meyer, K. B., Maia, A. T., O'Reilly, M., Teschendorff, A. E., Chin, S. F., Caldas, C., and Ponder, B. A. (2008) PLoS biology 6(5), e108
10. Chen, X., Weaver, J., Bove, B. A., Vanderveer, L. A., Weil, S. C., Miron, A., Daly, M. B., and Godwin, A. K. (2008) Hum. Mol. Genet. 17(9), 1336-1348
11. Coller, J., and Parker, R. (2004) Annu. Rev. Biochem. 73, 861-890
12. Vandesompele, J., De Preter, K., Pattyn, F., Poppe, B., Van Roy, N., De Paepe, A., and Speleman, F. (2002) Genome Biol 3(7), 0034.0031-0034.0011
13. Bustin, S. A., and Mueller, R. (2005) Clin Sci (Lond) 109(4), 365-379
14. Huang, T., Bohlenius, H., Eriksson, S., Parcy, F., and Nilsson, O. (2005) Science 309(5741), 1694-1696
15. Uhlmann, V., Martin, C. M., Sheils, O., Pilkington, L., Silva, I., Killalea, A., Murch, S. B., Walker-Smith, J., Thomson, M., Wakefield, A. J., and O'Leary, J. J. (2002) Mol Pathol 55(2), 84-90
16. Bradstreet, J. J., El Dahr, J., Anthony, A., Kartzinel, J. J., and Wakefield, A. J. (2004) Journal of American Physicians and Surgeons 9, 38-45

Update on 21 January 2010

  
MIQE, the guidelines for minimim information required for publication of qPCR data have published in Clinical Chemistry.

 

The real-time polymerase chain reaction uses fluorescent reporter dyes to combine DNA amplification and detection steps in a single tube format. The increase in fluorescent signal recorded during the assay is proportional to the amount of DNA synthesised during each amplification cycle. Individual reactions are characterised by the cycle fraction at which fluorescence first rises above a defined background fluorescence, a parameter previously known as the threshold cycle (Ct) or crossing point (Cp), now standardised by MIQE as the quantification cycle (Cq). Consequently, the lower the Cq, the more abundant the initial target. This correlation permits accurate quantification of target molecules over a wide dynamic range, while retaining the sensitivity and specificity of conventional end-point PCR assays. The homogeneous format eliminates the need for post-amplification manipulation and significantly reduces hands-on time and the risk of contamination. MIQE abbreviates real-time PCR to qPCR, with reverse transcription PCR abbreviated to RT-qPCR.

There are three main chemistries in general use:

    * DNA binding dyes, such as SYBR-Green, which fluoresce upon light excitation when bound to double stranded DNA. These are cheap, easily added to legacy assays and amplification products can be verified by the use of melt curves. They can lack specificity and fluorescence varies with amplicon length. In general, they are one Cq or so more sensitive than probe-based assays. Their main drawback is that the NTCs often come up around Cqs of 36+, although melt curves can often distinguish genuine ampolification from nom-specific noise.

    * Fluorophores attached to primers, e.g. Invitrogen's Lux or Promega's Plexor primers. These are relatively inexpensive and amplification products can be verified by melt curves. Specificity depends on the primers and specific, usually company-specific design software needs to be used for optimal performance. This is not necessarily a bad thing (indeed the Plexor software is very useful), but it is not always possible to change primer design parameters.

    * Probe based methods, e.g. hydrolysis (TaqMan), Scorpions or Molecular Beacons. These are the most specific, as products are only detected if the probes hybridise to the appropriate amplification products. There are many variations on this theme, with melt curve analysis possible for some chemistries. Their main disadvantages are cost, complexity and occasional fragility of probe synthesis, especially when incorporating DNA analogues. There are potential problems associated with the fact that probe-based assays do not report primer dimers that can interfere with the efficiency of the amplification reaction. Hence establishing the efficiency of any assay is an important component of assay design.

qPCR targeting DNA is a robust assay, with assay quality determined mainly by PCR primer quality. Its derivate, RT-qPCR, which targets RNA, on the other hand, is much less robust, as the obligatory conversion of RNA into cDNA can be highly variable.

qPCR QUALITY ASSESSMENT

Reliable quantification requires consideration of each step of the qPCR assay. The issue of quality control is discussed on the QUALITY ASSESSMENT page.


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