What is Biexponential and Hyperlog Scaling?
Biexponential and Hyperlog™ are equations that are characterized by exhibiting pseudo-linear like behaviour values near a reflection point (usually zero) and transitioning to pseudo-logarithmic behaviour at values distant from the reflection point. These equations are often used to display flow cytometry data with a high dynamic range (usually >16 bits) on a single plot. They are preferred to the logarithmic scale mainly for the following characteristics:
- values below zero can be displayed
- plots displayed in log can exhibit display artifacts on plots commonly used in flow cytometry (1024 channels). These artifacts are largely avoided in the Biexponential and Hyperlog displays.
The following articles provide more detailed information than can be found in this web page:
A general review on scaling displays in flow cytometry:
Novo, D. & Wood, J (2008). Flow Cytometry Histograms:Transformations, Resolution and Display. Cytometry: 73A: 685-692.
A detailed description of the Hyperlog transformation:
Bagwell, CB. (2005). Hyperlog-a flexible log-like transform for negative, zero, and positive valued data. Cytometry. 64: 34-42.
A detailed description of the Biexponential transformation:
Parks DR, Roederer M, Moore WA. (2006). A new "Logicle" display method avoids deceptive effects of logarithmic scaling for low signals and compensated data. Cytometry. 69: 541-545
The key adjustable parameter of these equations is the reflection point, i.e. at what point along the data does the equation transition from linear-like to log-like behaviour. Since the biexponetial display was popularized by the BD FACSDiva software, we will begin our discussion there.
Biexponential and the BD FACSDiva Software
The FACSDiva™ software allows you to view a parameter on a biexponential scale by opening the inspector for the plot (View->Inspector) and setting the checkbox for the the axis you wish to show as biexponential, as in the image below.
By default, the FACSDiva software calculates the reflection point automatically. FACSDiva uses a proprietary algorithm to calculate the reflection point (it is not the method suggested in the Parks et. al. paper above) in order to optimize the biexponential display for data generated by BD instruments. The FACSDiva software does not tell you what reflection point it calculated, but it does tell you a "Below Zero" value. This Below Zero value can be considerered to be approximately the lowest data value that will be plotted on your plot (this is not exactly correct, but is a close enough approximation). It is important to note that there may be data in your data file that is not actually plotted on the plot. This is particularly true if there are a few outlying events that are much more negative than the bulk of your population. The algorithm is designed to ignore these events, so that these few events do not unduly influence the entire plot. If they were not ignored, there could be a large amount of area on your graph devoted to just a few cells.
Thus, it is important to reiterate that, by default, the Below Zero value can change from data file to data file. That means that even though two plots may look similar, one may have to closely inspect axes to see if the axes vary widely from plot to plot. Please see the paper by Novo & Wood above for a more detailed explanation and examples.
It is possible to view the Below Zero value by opening the Biexponential Editor in the FACSDiva software (View->Biexponential Editor), as in the image below
Note that the Below Zero value has been automatically calculated for each of the parameters in the data file. You can enter the Below Zero value yourself by selecting the Manual radio button and entering the values you desire. You would manually enter values if you wanted the axis scaling to be consistent from sample to sample.
By default, the Below Zero is calculated based on all events, however FACSDiva also allows you to choose the population that it will use to automatically calculate the Below Zero value. You can select this by right clicking on a plot and selecting Scale to Population and then choosing the population you want, as in the image below:
You can see in the two images below that the Scale to Population can have a dramatic effect. Setting the Scale to Population to a particular population will have the effect of trying to make the lowest cluster of data in that population appear as a cluster in the area of the plot immediately adjacent to the axis.
In the left panel below, notice the minimum value on the Y-axis is -6,011. This is due to there being some events (red box ) that are much more negative than the rest of the population. Most of these events are not in the P1 population. By changing the scale-to to be based on P1 (right panel) the Below Zero calculation does not consider the events that are outside P1, which includes most of the events in the red box. Thus, the Below Zero value is much more positive (only -1,282) in the panel on the right.
Reflection point based on All events
Reflect point with Scale-to based on P1 (red cells)
As a result of our close collaboration with BD, FCS Express now supports all of the options that FACSDiva does in terms of displaying biexponential data. In fact, we have implemented FACSDiva's proprietary algorithm for calculating the reflection point, so the results from FCS Express will look identical to the results from the FACSDiva software.
FCS Express supports a wide variety of scaling formuli. To set the scaling on a plot, right-click on the plot and select Format from the popup menu that appears. Then select the Axis category, as in the image below. You can set the scaling independently for each axis, and choose from a wide variety of scaling formuli. The different formulae are explained in detail in the FCS Express manual.
Each scaling formula also has different options associated with it. These options appear immediately below the scaling combo box when you select a particular scaling in FCS Express.
The hyperlog scaling equation only has a single adjustable parameter, corresponding to the b variable in the Bagwell paper. This parameter can be thought of as the channel value below which the scaling exhibits predominantly linear like behaviour.
The biexponential options are more complicated, and are shown in the image below. We will describe each property in detail.
The Current value on plot (red box above) shows the current Below Zero value that is being used on that plot. If you change any of the biexponential parameters and press Preview on the format screen, this value will update immediately to reflect the new Below Zero value that was calculated based on the new settings.
When the automatic checkbox is set, as in the image above, the Below Zero value will be set based on the Below Zero value that was stored in the FCS file. When the automatic checkbox is checked, all of the specific biexponential options are disabled. In order to enable the different options, uncheck the automatic checkbox.
When the automatic checkbox is unchecked, the plot will use the biexponential options from the format screen to set the Below Zero value, and not use the Below Zero value from the FCS file. If you select the Use this value radio button (image above, red arrow) then the plot will use the Below Zero value that you entered (in the image above, 200). Selecting a fixed Below Zero value is recommended if you wish the axis scaling on the plot to be consistent from sample to sample.
If you wish to have the Below Zero value adjust automatically based on the data, you can select the Calculate automatically radio button (red box in the image below). This will mimic the default behaviour in FACSDiva.
When you choose calculate automatically you will be give two additional choices.
- With the gate allows you to choose which gate you want to use to base the Below Zero calculation. This is identical to the "Scale to Population" feature in the FACSDiva software, described above. You can choose to base it on the gate the plot is currently gated on , you can choose "No Gate", or you can select a specific gate that is defined in the layout. (Note: selecting "No Gate" is equivalent to having the Below Zero value be based on "All Events" in FACSDiva, which is the default behaviour in FACSDiva.)
- With the method allows you to choose which method to use to calculate the Below Zero value. The two choices are:
- Fifth Percentile: This is the method described in the Parks et al. paper. It considers the Below Zero to be the 5th percentile of the negative values within the gate being considered.
- BD FACSDiva method: This is the method used in the FACSDiva software. It is proprietary to BD and provides optimal data display for data acquired on BD instruments.
When you open a plot in FCS Express with a FACSDiva data file, using FCS Express' default User Preferences, it will endeavour to display the data in the same way as you were looking at it in FACSDiva - in linear, log or biex, and using the same biex "Below Zero" values. In most cases, FCS Express will show the plot using the previously calculated value from FACSDiva. However, if you had chosen a Scale to Population in FACSDiva, FCS Express will not be able to match the values, because they are not stored in the data file. In that case, you will be able to recreate the way it looked by using the formatting options described above.
Scale-To All Events in FACSDiva
Scale-to based on P1 in FACSDiva
Scale-To All Events in FCS Express
Scale-to based on P1 in FCS Express
The FACSDiva ImporterThe BD FACSDiva importer in FCS Express will import your experiments from the FACSDiva software and recreate a similar analysis in FCS Express. More information can be found here. Prior to FCS Express version 3.00.0800, plots that were shown in biexponential in FACSDiva were imported as hyperlog in FCS Express. However, versions subsequent to 3.00.0800 will preserve the biexponential scaling when the experiments are imported into FCS Express. (To check your version number, go to Help->About from the main menu). Unfortunately, if you selected a Scale-To Population in FACSDiva, FCS Express will not be able to set up the "with the gate" option described above to be the same as the scale-to population. This is because the FACSDiva exported XML file does not contain the name of the scale-to population that was chosen. You will have to go to the plots in FCS Express and select the proper gate yourself.
FACSDiva is a trademark of Becton Dickinson Inc
Hyperlog is a trademark of Verity Software