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Practical 1b: Multilocus Phylogeny-Based Placement

This tutorial provides step-by-step instructions for phylogenetic placement and analysis using T-BAS and DeCIFR.

Task 1

Practical 1b Workflow.

  • In this tutorial, you will use multiple loci to place unknown fungal sequences on a reference phylogeny.
  1. Select the Fungi v3 reference tree
  2. Download the example multilocus files
  3. Upload the six FASTA files
  4. Upload the metadata
  5. Configure and run EPA-ng phylogenetic placement
  6. Inspect multilocus placements and support

Goal: evaluate whether multiple loci support consistent placement of the unknown sequences.

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Practical 1b Workflow
Task 2

Learning Outcomes.

By the end of this practical, you should be able to:

  • Set up a multilocus phylogenetic placement analysis in T-BAS.
  • Recognize how loci are matched to the reference tree.
  • Use EPA-ng to place unknown sequences on an existing phylogeny.
  • Inspect placement support in the tree viewer.
  • Inspect sequence evidence across loci to identify consistent or potentially conflicting signals.
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Learning Outcomes
Task 3

Why Use Multiple Loci for Phylogenetic Placement?

Single-locus placement

A single barcode can provide useful taxonomic information, but its resolution may be limited for closely related taxa.

Multilocus placement

Multiple loci provide independent phylogenetic evidence that can be compared for the same unknown sample.

Ask whether the loci tell the same evolutionary story.

Consistent placements strengthen an identification; conflicting or weakly supported placements signal uncertainty that should be investigated.

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Why Use Multiple Loci for Phylogenetic Placement?

Part 1 — Set Up and Run the Multilocus Placement Analysis

Place unknown sequences on a reference phylogeny and evaluate placement confidence and support.

Task 4

Step 1. Select the Reference Tree.

What you will do

  • Open the T-BAS phylogenetic placement workflow.
  • Click to select a reference tree.
  • Choose Fungi v3 for the example analysis.

Why this matters

  • The reference tree determines which taxa and loci are available for phylogenetic placement. Your query sequences are interpreted in the context of this existing phylogeny.
  • For this tutorial: select Fungi v3.
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Step 1. Select the Reference Tree
Task 5

Open the T-BAS Phylogenetic Placement Workflow.

  • Click here to select reference tree
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Open the T-BAS Phylogenetic Placement Workflow
Task 6

Select the Fungi v3 Reference Tree.

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Select the Fungi v3 Reference Tree
Task 7

Step 2. Download the Example Files.

Download the example files

  • Six FASTA files containing the unknown sequences
  • The accompanying metadata file
  • The reference paper provided with the example
  • Optional ZIP archive containing all example files

Before continuing

  • Keep the six locus files separate. In the next step, they will be uploaded together as separate unknown-query files, with ITS placed first.
  • Also keep the metadata file available; it will be uploaded separately.
  • These files provide the complete example dataset used throughout Practical 1b.
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Step 2. Download the Example Files
Task 8

Download example files.

  • Click on examples
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Download example files
Task 9

Download the Example Files.

Download:

  • six FASTA files
  • metadata
  • reference paper
  • Optional: ZIP archive containing all files
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Download the Example Files
Task 10

Step 3. Upload the Multilocus Query Sequences.

What you will do

  • Drag the six FASTA files into the unknown query box.
  • Place the ITS file at the top of the list.
  • Confirm that all six sequence files have been added before continuing.

Why file order matters

  • For multilocus datasets, ITS must be the first FASTA file for T-BAS to run the ITS-specific UNITE BLAST analysis and generate the UNITE report.

Checkpoint: six FASTA files should be visible in the unknown query input.

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Step 3. Upload the Multilocus Query Sequences
Task 11

Drag the Six FASTA Files into the Unknown Query Box.

  • Confirm ITS is at the top
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Drag the Six FASTA Files into the Unknown Query Box
Task 12

Step 4. Upload the Metadata.

What you will do

  • Drag the provided metadata file into the metadata input box.
  • Confirm that the metadata file is associated with this placement run.

Why metadata matter

  • Metadata provide sample labels and other information that can be used to visualize and interpret the phylogenetic placements.
  • Sequence data and metadata are uploaded separately and combined during the analysis.
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Step 4. Upload the Metadata
Task 13

Drag the Metadata File into the Box.

  • Upload metadata.csv
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Drag the Metadata File into the Box
Task 14

Step 5. Configure the Placement Analysis.

Select the analysis options

  • Choose EPA-ng (Evolutionary Placement Algorithm – Next Generation) for phylogenetic placement.
  • Select “ITS locus is included (first FASTA) – generate UNITE report.” to BLAST the ITS sequences against UNITE.
  • Provide a descriptive label for the run.

Placement strategy

  • EPA-ng places each query sequence onto the existing reference phylogeny without rebuilding the tree.
  • Placements can then be examined in the T-BAS tree viewer.
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Step 5. Configure the Placement Analysis
Task 15

Select the Option to Generate the UNITE Report.

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Select the Option to Generate the UNITE Report
Task 16

Select EPA-ng for Phylogenetic Placement.

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Select EPA-ng for Phylogenetic Placement
Task 17

Provide a Descriptive Label for the Run.

  • Enter a run label
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Provide a Descriptive Label for the Run
Task 18

Confirm Automatic Locus Selection.

Check the locus assignments

  • T-BAS automatically selects loci when uploaded filenames match locus names in the reference tree.
  • Verify that each FASTA file is assigned to the expected locus before starting the run.

Why check this?

  • Correct locus matching ensures that each query sequence is compared with the corresponding locus represented in the multilocus reference dataset.
  • Do not assume automatic selection is correct—verify the locus assignments before proceeding.
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Confirm Automatic Locus Selection
Task 19

Confirm That Each Locus Was Selected Correctly.

  • Verify the locus assignments
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Confirm That Each Locus Was Selected Correctly
Task 20

Disable ITSx for This Multilocus Example.

What you will do

  • Cancel or disable the ITSx step for this multilocus example.
  • Leave the remaining placement settings as specified in the tutorial.

Tutorial focus

  • In Practical 1a, ITSx was used to confirm that ITS sequences did not contain large SSU or LSU overhangs that could interfere with alignment to the ITS reference sequences. The ITS sequences provided for this tutorial are already suitable for alignment, so ITSx can be skipped.
  • The goal here is to compare phylogenetic evidence across loci.
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Disable ITSx for This Multilocus Example
Task 21

Click Cancel to Skip ITSx.

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Click Cancel to Skip ITSx
Task 22

Run the Analysis and Monitor Progress.

Start the placement run

  • Submit the configured EPA-ng analysis.
  • Use the run status page to monitor progress.
  • Wait until the analysis is complete before opening the placement tree (typically takes about 10 min to complete).

Next

  • After the run finishes, you will switch to the rectangular tree layout and locate the example unknowns to evaluate their phylogenetic placements.
  • Next section: Explore and interpret the multilocus placements.
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Run the Analysis and Monitor Progress
Task 23

Monitor the Placement Run.

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Monitor the Placement Run

Part 2 — Explore Multilocus Phylogenetic Placements

Place unknown sequences on a reference phylogeny and evaluate placement confidence and support.

Task 24

Step 6. Switch to the Rectangular Tree Layout.

What you will do

  • Open the completed phylogenetic placement result.
  • Switch the tree viewer to the rectangular layout.

Why use this view?

  • The rectangular layout makes it easier to follow branches, read taxon labels, and see where unknown sequences fall relative to named reference taxa.
  • Use the tree as a map: first locate the unknown, then examine its nearest reference taxa.
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Step 6. Switch to the Rectangular Tree Layout
Task 25

Switch view to rectangular layout.

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Switch view to rectangular layout
Task 26

Locate the "Bipolaris" Unknown.

Search the placement tree

  • Enter “Bipolaris” in the search box.
  • Locate the highlighted unknown sequence on the reference tree.
  • Identify the closest named reference taxa.

As you inspect the placement, ask:

  • Is the unknown nested within or adjacent to a named lineage?
  • What taxonomic assignment would you make from its position?
  • How confident are you based on tree position alone?
  • Record your initial taxonomic assignment before examining LWR support.
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Locate the "Bipolaris" Unknown
Task 27

Search “Bipolaris” to locate the “test” unknown.

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Search “Bipolaris” to locate the “test” unknown
Task 28

Locate the "Aspergillus" Unknown.

Repeat the search

  • Enter “Aspergillus” in the search box.
  • Locate the unknown sequence and inspect its surrounding clade.
  • Compare its placement with the Bipolaris example.

Compare the examples

  • Where does each unknown fall relative to named reference taxa?
  • Does one appear easier to identify than the other?
  • What taxonomic assignment would you make from tree position alone?
  • Now test these initial interpretations using EPA-ng and gappa LWR support.
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Locate the "Aspergillus" Unknown
Task 29

Enter ”Aspergillus” in the search box to locate the “test” unknown.

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Enter ”Aspergillus” in the search box to locate the “test” unknown

Part 3 — Compare Placement Support

Integrate phylogenetic placement with multiple reference databases to improve taxonomic resolution and evaluate assignment support.

Task 30

Display and Interpret EPA-ng and gappa LWR Support.

Adjust the tree display

  • Uncheck branch lengths.
  • Turn on EPA-ng LWR Support.
  • Turn on gappa LWR Support.
  • Re-examine the placement of each unknown.

Interpretation

  • EPA-ng LWR: How strongly is the query supported at its placement?
  • gappa LWR: How strongly does the placement support the taxonomic assignment?

Interpret the two values together.

  • Strong placement support does not necessarily mean a confident taxonomic assignment.
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Display and Interpret EPA-ng and gappa LWR Support
Task 31

Select EPA-ng and gappa LWR support, then scroll to the legends.

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Select EPA-ng and gappa LWR support, then scroll to the legends
Task 32

Re-examine “Aspergillus” using EPA-ng and gappa LWR.

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Re-examine “Aspergillus” using EPA-ng and gappa LWR
Task 33

View EPA-ng and gappa LWR Values in the Taxonomy Resolver.

  • Run the Taxonomy Resolver using the run accession to view the numerical EPA-ng and gappa LWR values for each query.
  • The tree provides a visual summary; the Taxonomy Resolver provides the numerical EPA-ng and gappa LWR values.
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View EPA-ng and gappa LWR Values in the Taxonomy Resolver
Task 34

In-Class Discussion: Compare the Placements.

  • Use the Bipolaris and Aspergillus examples to discuss how multilocus evidence should be interpreted.
  • Where was each unknown placed relative to named reference taxa?
  • What do the EPA-ng and gappa LWR values tell you about placement and taxonomic confidence?
  • Do the individual loci show sequence patterns consistent with the inferred placement?
  • Would you assign the unknown to a species, a broader lineage, or leave it unresolved?

Take-home message: Taxonomic resolution should reflect both placement support and assignment support.

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In-Class Discussion: Compare the Placements