Helene Borges
TheWell-PlateMaker (WPM) is a shiny application deployed as an R package. Functions for a command-line/script use are also available. The WPM allows users to generate well plate maps to carry out their experiments while improving the handling of batch effects. In particular, it helps controlling the “plate effect” thanks to its ability to randomize samples over multiple well plates. The algorithm for placing the samples is inspired by the backtracking algorithm: the samples are placed at random while respecting specific spatial constraints. The use of WPM as well as the definition of configurable spatial constraints are described in the following sections.
This tutorial explains how to use theWell Plate Maker package.
To generate plate maps, the WPM uses an algorithm inspired from the backtrackingalgorithm. More precisely, WPM loops on the following actions until all of thesamples are given a correct location:
This process allows for an experimental design by block randomization.
There are two ways to use theWPM:
Important: Even in case of command line use, we strongly recommend to read the section about theshiny app section, as this is where all terms and concepts are detailed.
| Input Format | Command line | WPM app |
|---|---|---|
| CSV | yes | yes |
| ExpressionSet | yes | no |
| SummarizedExperiment | yes | no |
| MSnSet | yes | no |
Make sure you are using a recent version of R (\(\geq 4.0.0\)).For Windows users who do not have the Edge browser, we recommend using theChrome browser rather than Internet Explorer.
From GitHub (consider it a devel version):
devtools::install_github("HelBor/wpm", build_vignettes=TRUE)From Bioconductor (release, stable version):
if (!requireNamespace("BiocManager", quietly = TRUE)) install.packages("BiocManager")BiocManager::install("wpm")Instructions can also be found on theBioconductor page
library(wpm)Whether you use RStudio or simply work in an R console, the procedure remainsthe same to launch the shiny app:
library(wpm)wpm()If everything is in order, a new window will open in your default browser.If not, find the line written in the R console that looks likeListening on http://127.0.0.1:8000, and paste the URL in your web browser.
WPM has 4 main tabs:Home,Parameters,Results andHelp.
This tab briefly presents the aim of the app, shows the last package version,explains how to support our work by citing the associated article and gives contact information.
The Home page when wpm is started
Overall the page is organized in two sections.
The one on the left hand side contains all the configuration steps.It is divided into 7 main steps, detailed below. It is of the utmostimportance to correctly specify all the constraints for generating the desiredplate maps.
The one on the right hand side summarizes the input parameters (tuned along the 7 steps ofthe left panel) as well as the chosen (empty) plate layout. The right section isautomatically updated each time a parameter is changed in the left section.
Parameters Panel
First, you need to upload aComma-separated values (.CSV) or a text (.txt) file.This file contains at least one piece of information: the list of the sample names.
| Sample |
|---|
| s1 |
| s2 |
| s3 |
| s4 |
It is also possible to provide a file containing several other variables describingthe data, as in the example below:
| Sample | Type | Treatment |
|---|---|---|
| s1 | A | trt1 |
| s2 | A | tr1 |
| s3 | B | Ctrl |
| s4 | C | Ctrl |
IMPORTANT Please make sure the data in the CSV file respect the following SPECIFIC ORDER of columns:Sample names in thefirst column, and other variables in the other columns,like the example below (if there are rownames, then theSamples Column must bethe second in the file.):
Sample;Type;Treatments1;A;trt1s2;A;trt1s3;B;Ctrls4;C;CtrlIf this is your first time using the WPM, we recommend that you test thecapabilities of the WPM using thedemo dataset (“Load the demo dataset” tab).
Second, you have to specify if there are quotes in your file or not(If you are using the demo dataset, this is not a requested parameter.):
The default isnone, meaning that there is no" or’ characters in your file.If you select the appropriate quote, then you will be able to:
Then, you can select one of the variables that you want to use as the groupingfactor for WPM.
This column will be renamed “Group” in the final dataset.
Choose the grouping factor
The names you give to columns in your CSV file do not matter, because the WPM will createa new dataset having 3 fields:“Sample” ,“Group” and“ID”.
You will see your dataset on the right hand side of the window, as well as another datasetwhich will be used by WPM to generate the map(s).
Each sample is assigned a unique ID, which will be used to name itonto the plate maps (for more details on the ID see theResults section ).
Dataset vizualisation
IMPORTANT Please ensure that the dataset is correctly displayed in the rightwindow and that the number of samples / groups is correct.
If you see that the total number of samples is wrong, this means that you havenot chosen the appropriate options among those described above, so that corrections are needed.
This step is mandatory. It will be used in the plot titles as well as in the outputfile names. Moreover, it be concatenated with sample IDs to limit confusions.
Here you have to specify the plate dimensions and their number. Currently, WPMsupports plate dimensions of 6, 24, 48, 96, 386, 1534 wells; as well as custom dimensions(where you manually specify the number of rows and columns).
To the right of step 2 you can see an information box, warning you that WPMwill distribute the samples in a balanced manner within the plates (if thereare several of them).
balanced way message
If you select a plate size compatible with the total number of samples, youwill see two blue boxes and a plate plan appear on the right hand side. They summarize allthe elements of your configuration.In the example below, we selected the pre-defined dimension of 96 wells and onlyone plate:
plate dimensions example
The right side of the panel will summarize all these parameters:
parameters summary
This plot updates with each modification of the parameters, thus making itpossible to see if one has made an error.
IMPORTANT: If the WPM detects a problem or incompatibility between parameters,you will see an error message instead of the plate map, providing hints on the possible origin of the problem.
Example of error message
In this step are listed theForbidden wells, if any (optional):
AForbidden well will not be filled with any kind of sample, eitherbecause the user does not want to (e.g. plate corners in case of non-uniformheat distribution), or because of material constraints (e.g. dirty wells, brokenpipettes).
You fill the text input with the coordinates of the wells (a combination ofletters and numbers, as in the example below):
Example of forbidden wells listed in the text input
You will see the plot updated in the right section:
Updated plot with forbidden wells
The wells filled with forbidden wells will have the“forbidden” ID in thefinal dataset. On the resulting map, these wells will be colored in red.
At this stage you can specify the wells which correspond to buffers, if thereare any.
Abuffer well corresponds to a well filled filled with solution but without biological material (e.g. to avoid/check for cross-contamination).
Five patterns are available for placing the buffers:
1)no buffers: there will be no buffer on the plate(s).
2)Per line: Automatically places buffers every other row.You can choose to start placing in even or odd row.
Per line mode example with even option
3)Per column: Automatically places buffers every other column.You can choose to start placing in even or odd column.
Per Column mode example with even option
4)Checkerboard: Automatically places buffers like a checkerboard.
Checkerboard mode
5)Choose by hand: It is the same procedure as for specifying forbiddenwells.
These are the spatial constraints that the WPM needs to respect when designing the plates.Currently, 4 types of them are proposed. Note that the patterns are available onlyif they are compatible with the chosen buffer pattern.The question here is: Should samples from the same group be found side by side?
Schematically, the spatial constraints can be summarized as follows (the bluewell is the current well evaluated by WPM; The wells in green are thoseassessed for compliance with the chosen constraint. The blue well therefore hasthe possibility (but not the obligation since the filling of the plate is donerandomly) to be filled with a sample belonging to the same group as the samplesin the wells evaluated.
NS (North South): samples from the same group will not be placed side by sidecolumn-wise.
WE (West East): samples from the same group will not be placed side by siderow-wise.
NSEW (North South East West): samples from the same group will not be placedside by side either row-wise or column-wise.
None: samples from the same group can be placed anywhere, including side by side.
The wells filled with buffer solution will have the“buffer” ID in thefinal dataset. On the resulting map, these wells will be colored in grey.
At this stage you can specify the wells which correspond to fixedsamples, if there are any.
Afixed sample corresponds to a quality control sample or standard.The precise location of these samples must be controlled by the researcher.
This step works in exactly the same way as theforbidden well step. The only difference is that the fixed sampleswill appear inblack on the plot.
The fixed samples will have the“fixed” ID inthe final dataset.
Choose amaximum number of iterations to find a solution, then start theWPM by clicking the“start WPM” button. If the samples do not have a group, then the sampleswill be placed completely randomly on the plates. If there are groups, the WPM willuse an algorithm inspired by the backtracking algorithm (to place thesamples in the wells while respecting the specified constraints).
The default value is 20, but if your configuration is somewhat complex, thenit is advised to increase the number.
Aniteration corresponds to an attempt by the WPM to find a solution. Thealgorithm used is not fully backtracked: the WPM stops as soon as there are nomore possibilities to finalize the current solution; then, it starts back from scratchthe plate map, until a solution that fits all the constraints is found.With this approach, not all possible combinations are explored, but it doesreduce execution time.
When you start the computations, a progress bar appears.
If the WPM finds a solution, you will see this pop in the browser, inviting you togo to theResult Panel:
WPM succeeded
If the WPM fails, an error message will appear, prompting you to try again:
WPM failed
IMPORTANT If after launching WPM and generating the results, you realizethat one or more parameters do not work, you can always return to the“Parameters” tab and modify them. The data displayed in the “Results” tab willnot be automatically changed, you will have to click again on the “start WPM”button to take into account the new changes.
NOTE If you want to create a new plate plan for another project, pressctrl + f5, this will reset the application.
The Result panel allows you to look at the final dataset containing the wellchosen for each sample, as well as a plot of your final well-plate map. Dataframe andplots are downloadable separately.
Final dataframe
The dataset contains 7 columns giving all the information needed to implement theexperiment: The sample name with its corresponding group; its ID for the plot;the well chosen; the row and the column to which the well corresponds to; and thenumber of the plate on which the sample must be placed.
This tab also shows the generated plot(s) of the final well-plate map(s).One color corresponds to one group label. The numbers are the IDs used inplace of the sample names which could be too long to keep the plot readable.
Below is an example of 80 samples distributed in 10 groups (of unequal sizes) and placed on a96 well-plate, with the North-South-East-West neighborhood constraint:
Plate map
As explained before, the WPM can also be used through R command lines byfollowing these steps:
The user can work with CSV files,ExpressionSet,MSnSet orSummarizedExperimentobjects.The first step is to create a dataframe containing all the necessary information for the WPMto work correctly. Notably, it is needed to specify which column in the filecorresponds to the grouping factor, if any.
imported_csv <- wpm::convertCSV("path-to-CSV-file")ExpressionSet orMSnSet objectsample_names <- c("s1","s2","s3","s4", "s5")M <- matrix(NA, nrow = 4, ncol = 5)colnames(M) <- sample_namesrownames(M) <- paste0("id", LETTERS[1:4])pd <- data.frame(Environment = rep_len(LETTERS[1:3], 5), Category = rep_len(1:2, 5), row.names = sample_names)rownames(pd) <- colnames(M)my_MSnSet_object <- MSnbase::MSnSet(exprs = M,pData = pd)Then, runconvertESet by specifying the object and the variable to use asgrouping factor for samples:
df <- wpm::convertESet(my_MSnSet_object, "Environment")SummarizedExperimentnrows <- 200ncols <- 6counts <- matrix(runif(nrows * ncols, 1, 1e4), nrows)colData <- data.frame(Treatment=rep(c("ChIP", "Input"), 3), row.names=LETTERS[1:6])se <- SummarizedExperiment::SummarizedExperiment(assays=list(counts=counts), colData=colData)df <- wpm::convertSE(se, "Treatment")For more details about the functions, please use?wpm::<functionName> R command.
The next step is to run thewrapperWPM function by giving it all the parametersneeded:
convertXXX functionsIn the running toy example (see code shunks around), we do not specify any buffer well.
wpm_result <- wpm::wrapperWPM(user_df = imported_csv$df_wpm, plate_dims = list(8,12), nb_plates = 1, forbidden_wells = "A1,A2,A3", fixed_wells = "B1,B2", spatial_constraint = "NS")ExpressionSet,MSnSet orSummarizedExperiment)wpm_result <- wpm::wrapperWPM(user_df = df, plate_dims = list(8,12), nb_plates = 1, forbidden_wells = "A1,A2,A3", fixed_wells = "B1,B2", spatial_constraint = "NS")## 2025-10-31 20:51:41.82873 INFO::max_iteration: 20## 2025-10-31 20:51:41.844083 INFO:backtrack/map:nrow(c): 6## 2025-10-31 20:51:41.860245 INFO::plate number 1## 2025-10-31 20:51:41.876732 WARNING:fonctions.generateMapPlate:number of attempts: 1## 2025-10-31 20:51:41.879625 INFO:backtracking:class(new_df): data.frameFor more details, see?wpm::wrapperWPM
The final step is to create a visual output of the generated plate plan(s)using thedrawMap() function:
drawned_map <- wpm::drawMap(df = wpm_result, sample_gps = length(levels(as.factor(colData$Treatment))), gp_levels = gp_lvl <- levels(as.factor(colData$Treatment)), plate_lines = 8, plate_cols = 12, project_title = "my Project Title")drawned_mapFor more details, see?wpm::drawMap
Plots can be saved with:
ggplot2::ggsave( filename = "my file name", plot = drawned_map, width = 10, height = 7, units = "in")IMPORTANT If multiple plates where specified, thenwpm_result will be alist containing a datasetfor each generated plate. Then, each of them can be accessed withwpm_result[[numberOfThePlate]]:
numberOfThePlate <- 1drawned_map <- wpm::drawMap(df = wpm_result[[numberOfThePlate]], sample_gps = length(levels(as.factor(pd$Environment))), gp_levels = gp_lvl <- levels(as.factor(pd$Environment)), plate_lines = 8, plate_cols = 12, project_title = "my Project Title")Borges, H., Hesse, A. M., Kraut, A., Couté, Y., Brun, V., & Burger, T. (2021). Well Plate Maker: A user-friendly randomized block design application to limit batch effects in largescale biomedical studies. Bioinformatics (link to the publication).
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