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<article xmlns:xlink="http://www.w3.org/1999/xlink">
  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Constructing a Lattice of Infectious Disease Ontologies from a Staphylococcus aureus Isolate Repository</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>Albert Goldfain</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Barry Smith</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>and Lindsay G. Cowell</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
          <xref ref-type="aff" rid="aff2">2</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Blue Highway Inc.</institution>
          ,
          <addr-line>Syracuse, NY</addr-line>
          ,
          <country country="US">USA</country>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>University at Buffalo</institution>
          ,
          <addr-line>Buffalo, NY</addr-line>
          ,
          <country country="US">USA</country>
        </aff>
        <aff id="aff2">
          <label>2</label>
          <institution>University of Texas Southwestern Medical Center</institution>
          ,
          <addr-line>Dallas, TX</addr-line>
          ,
          <country country="US">USA</country>
        </aff>
      </contrib-group>
      <abstract>
        <p>A repository of clinically associated Staphylococcus aureus (Sa) isolates is used to semi‐automatically generate a set of application ontologies for specific subfamilies of Sa‐related disease. Each such application ontology is compatible with the Infectious Disease Ontology (IDO) and uses resources from the Open Biomedical Ontology (OBO) Foundry. The set of application ontologies forms a lattice structure beneath the IDO‐Core and IDO‐extension reference ontologies. We show how this lattice can be used to define a strategy for the construction of a new taxonomy of infectious disease incorporating genetic, molecular, and clinical data. We also outline how faceted browsing and query of annotated data is supported using a lattice application ontology.</p>
      </abstract>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>INTRODUCTION</title>
      <p>One of the more ambitious goals of current clinical and
biomedical research is the personalization of medicine, in
which treatments are selected on the basis of patient-specific
as well as disease-specific information. Recent advances in
high-throughput technologies have resulted in a push for the
use of patient-specific information in care decisions,
particularly genomic and functional genomic data, but also
proteomic, metabolomic, and cytometry data. It is widely
believed that the increased precision of personalized
medicine will yield more effective treatments, with better
outcomes and fewer adverse side effects.</p>
      <p>Personalized medicine requires that genomic (and other)
data be effectively classified and associated with known
clinical phenotypes and disease types. Currently available
taxonomies of disease do not support this, however, and are
in general not well suited for integration and analysis of
high-throughput molecular and cellular data with clinical
data, such as the data found in electronic medical records.
Current disease taxonomies were developed primarily to
support diagnosis and reimbursement coding rather than as
biological representations of disease. As a consequence,
they are based on single, rigid hierarchies that do not reflect
the complex interconnections between disease types; they
lack links to molecular- and cellular-level data and
information; and they lack the sort of formal structure that would
support their use for the kinds of computational analyses
applied in biological and clinical research. For example, the
International Classification of Disease (ICD) version 9
includes catch-all codes such as “[041.19] Other
Staphylococcus” and scattered exclusions such as “[041] Bacterial
infection in conditions classified elsewhere and of unspecified
site. Excludes: septicemia (038.0 – 038.9)”.</p>
      <p>
        The National Academies of Science have recently called
for a new taxonomy of disease, along with informatics tools
to support its construction
        <xref ref-type="bibr" rid="ref1 ref3">(Committee on the Framework
for Developing a New Taxonomy of Disease, 2011)</xref>
        . In
support of such a taxonomy, an information commons would be
developed to store “bedside” clinical data collected during
clinical encounters, effectively treating each patient as a
participant in a clinical study, and integrate this information
in a knowledge network that would formalize the
relationships between different disease data sets. The long-term
goal is to produce the new taxonomy of disease from a
validated subset of the knowledge network.
      </p>
      <p>
        We believe that biomedical ontologies will be essential to
the construction of the envisioned taxonomy of disease,
especially the ontologies in the Open Biomedical Ontology
(OBO) Foundry
        <xref ref-type="bibr" rid="ref5">(Smith et al., 2007)</xref>
        . The OBO Foundry
(OBOF) represents a coordinated effort to construct
reference biomedical ontologies according to best practices and
principles and to use these ontologies as the basis for
OBOF-conformant application ontologies. The coordinated
development of these ontologies and their use of a common
formalism increases data interoperability and consistency
for datasets annotated in their terms. The use of OBOF
ontologies in construction of the new disease taxonomy can
bring significant benefits. For example, the widespread use
of OBOF ontologies for data annotation would link the
disease taxonomy to many existing databases and information
resources, and their underlying formalism allows the
dynamic inference of different views and multiple
interconnected hierarchies. In addition, many analysis algorithms for
high-throughput data already utilize these ontologies.
      </p>
      <p>The Infectious Disease Ontology (IDO) suite of
ontologies is being developed within the OBO Foundry framework
and includes a hub – the IDO-Core – consisting of terms
and relations relevant to infectious diseases generally,
together with a set of disease-specific extensions derived
therefrom. The IDO ontologies are interoperable and jointly
cover the infectious disease domain. Here we illustrate how
the IDO ontologies can be used in the construction of a part
of the new taxonomy of disease and to integrate clinically
relevant phenotypic and genotypic data.</p>
      <p>We take as our case study infectious diseases caused by
Staphylococcus aureus (Sa) infection. We show how isolate
data from the Network on Antimicrobial Resistance in
Staphylococcus aureus (NARSA) can be annotated using
IDO and its extensions. We then demonstrate a faceted
browser in which both phenotypic and genotypic aspects of
the IDO-annotated isolate data can be exposed and queried.
Our goal is to provide a resource from which an
IDOconformant application ontology can be derived for a
specific Sa infectious disease type. Such application ontologies
can be generated in a semi-automated way and collectively
form a lattice structure beneath IDO-Core (described
below). While our example narrowly focuses on properties of
infectious agents, this effort is part of a larger effort to
create an ontological representation of Sa diseases, and we
believe the same approach can be applied to host data and to
the integration of host and pathogen data.
2</p>
    </sec>
    <sec id="sec-2">
      <title>INFECTIOUS DISEASE ONTOLOGY</title>
      <p>IDO-Core includes terms relevant for infectious diseases
generally, terms such as ‘host’, ‘infectious agent’, ‘fomite’,
and ‘virulence factor’, and the relations between the
corresponding types. Disease- and pathogen-specific extensions
are developed by extending the core to include terms and
relations relevant to the corresponding infectious disease(s).
For example, the IDO extension for Sa (IDO-Sa) includes
terms such as ‘Staphylococcus aureus bacteremia’ and
‘Staphylococcal cassette chromosome mec’.</p>
      <p>IDO extensions are currently being developed for
influenza, malaria, brucellosis, HIV, and Sa. Further extensions
will involve the creation of specific application ontologies
by IDO user groups. It will be necessary for these ontologies
to import terms from several OBO Foundry ontologies, as
well as from existing IDO extension ontologies. This will
give rise to a lattice structure beneath IDO core and its
extensions, as illustrated in Figure 1. At the bottom of the
lattice is IDO-ALL, the (pre-inference) closure of possible the
IDO ontologies.</p>
      <p>When a new application ontology is needed, its position
in the lattice will be determined by the terms it needs to
import. IDO Core is agnostic to biological scale, host
organism, and disciplinary perspective, but it will be desirable for
some of the application ontologies in the lattice to hold
some of these fixed (e.g., genetic aspects of influenza in
birds), thus serving as granular partitions of the domain
ontology they are extending. The lattice serves as a
representation of some of the interdependencies in the existing IDO
set of ontologies and the intended overall domain coverage.</p>
      <p>Fig 1. A possible lattice expansion of IDO
2.1</p>
      <sec id="sec-2-1">
        <title>OGMS/IDO Disease Model</title>
        <p>The IDO ontologies represent disease according to the
disorder – disease – disease course framework provided by the
Ontology for General Medical Science (OGMS), in which a
disorder is the physical basis of a disease, which is itself a
disposition to pathological processes realized in a disease
course. For example, in IDO-Sa we assert the following in
OWL-DL:
 Sa subClassOf obi:organism AND</p>
        <p>ido:‘infectious agent’
 SaI =def ido:‘infectious disorder’ AND</p>
        <p>has_part SOME Sa
 SaID =def ido:‘infectious disease’ AND</p>
        <p>has_material_basis_in SOME SaI.</p>
        <p> SaID realized_by ONLY SaIDC
where, ‘Staphylococcus aureus’ = Sa, ‘Sa Infectious
Disorder’ = SaI,‘Sa Infectious Disease’ = SaID, and ‘Sa
Infectious Disease Course’=SaIDC.</p>
        <p>The primary classification of Sa is as an organism, but Sa
bacteria are also infectious agents because they have a
disposition to cause infectious disease in some hosts. Note we
define Sa infectious disorder as an infectious disorder that
has Sa as part, but we do not assert “Sa part_of SOME SaI”
because Sa can be among a host’s normal flora, for example
on the skin or nasal mucosa.</p>
        <p>We use the shortcut relation has_material_basis here to
establish a link between the disease (disposition) and the
disorder (material entity) (Goldfain, Smith and Cowell,
under review). An infectious disorder is both an infection (a
material entity composed of infectious agents) and a
disorder (has reached the threshold of clinical significance to
dispose a host to infectious disease).
2.2</p>
        <p>Classifying Staphylococcus aureus diseases
Infectious diseases can usefully be classified in terms of a
number of differentia, including: host type, (sub-)species of
infectious agent, route of transmission, antibiotic resistance,
and anatomical site of infection.</p>
        <p>For many species of infectious agent, including Sa, a
further classification into strain categories is useful. Many
different typing systems are used, including: Pulse Field Gel
Electrophoresis (into strains), Multi-Locus Sequence Typing
(into sequence types), BURST Clustering (into clonal
complexes), and gram staining (into gram positive and gram
negative classes). Each of these typing systems is tied to a
particular type of assay that can be described using the
Ontology for Biomedical Investigations (OBI).</p>
        <p>
          For our present purpose, we are interested in a typing
system specifically created to differentiate Sa isolates, the
Staphylococcal cassette chromosome mec (SCCmec) typing
system. SCCmec is further differentiated by its subparts: (a)
Cassette chromosome recombinases (ccr) and (b) mec gene
complex (mec). The SCCmec is a mobile genetic element
that carries the central determinant for broad-spectrum
betalactam antibiotic resistance encoded by the mecA gene
          <xref ref-type="bibr" rid="ref4">(Katayama, Ito and Hiramatsu, 2000)</xref>
          . The genetic
characteristics of SCCMec are of critical importance to the type of
treatment and Sa disease course an infected host may
undergo. The International Working Group on the Staphylococcal
Cassette Chromosome elements1 maintains a list with
definitions of the latest known SCCmec types. At the time of
this writing, there are 11 known SCCmec types. We include
this information in IDO-Sa by leveraging the Sequence
Ontology (SO) to assert the following:
        </p>
        <sec id="sec-2-1-1">
          <title>SCCMec subClassOf so:gene_cassette</title>
          <p>SCCMec subClassOf so:mobile_genetic_element
‘mec gene complex’ subClassOf</p>
          <p>so:gene_cassette_member
‘ccr gene complex’ subClassOf</p>
          <p>so:gene_cassette_member
SCCMec has_part SOME ‘mec gene complex’</p>
          <p>SCCMec has_part SOME ‘ccr gene complex’
The classification of SCCmec as a gene cassette is to be
preferred over its classification as a mobile genetic element
because the former tells us what SCCmec is, while the latter
tells us what SCCmec can do. However, we include both
here, because most descriptions of SCCmec highlight its
mobility. Description of a SCCMec subtype then proceeds
as follows:</p>
        </sec>
        <sec id="sec-2-1-2">
          <title>SCCMecIV subClassOf SCCMec ‘mec Class B’ subClassOf ‘mec gene complex’ ‘ccr Type 2’ subClassOf ‘ccr gene complex’ SCCMecIV has_part SOME ‘mec Class B’</title>
          <p>









1 http://www.sccmec.org/Pages/SCC_ClassificationEN.html</p>
        </sec>
        <sec id="sec-2-1-3">
          <title>SCCMecIV has_part SOME ‘ccr Type 2’ More fine grained sequence information about the ccr and mec complexes can be captured using SO terms and relations.</title>
          <p>3</p>
        </sec>
      </sec>
    </sec>
    <sec id="sec-3">
      <title>CASE STUDY</title>
      <p>We will now show how a lattice of Sa isolates can be
constructed using IDO-Sa and isolate metadata indicating
properties such as the mec and ccr gene complex types. The
isolate lattice is then used as the basis for our desired lattice
of infectious disease application ontologies. Ontologically
speaking, isolates are particulars that instantiate the
organism type Sa and have been extracted from a host organism.
Here we do not represented the distinctions between Sa as
an ‘isolate’ or as part of a ‘cell culture’, however we believe
these terms are general enough to infectious disease
research to warrant inclusion in IDO-Core.</p>
      <p>The ontology generated for this case study is stored
across several OWL files. The full ontology, including
external imports and automatically generated isolate
information is currently available in OWL-DL format at
http://www.awqbi.com/LATTICE/narsa-complete.owl. The
ontology was developed using Protege 4.1 and was checked
for inconsistency using the Hermit 1.3.5 and Fact++
reasoners.
3.1</p>
      <sec id="sec-3-1">
        <title>Resources</title>
        <p>
          Wherever possible, we import and reuse terms (and URIs)
from OBO Foundry ontologies via the MIREOT technique
          <xref ref-type="bibr" rid="ref2">(Courtot et al., 2011)</xref>
          and use relations from the OBO
relation ontology (RO) or proposed extensions thereto. The
OBO Foundry ontologies we require for our case study are:
Ontology for General Medical Science (OGMS2), Ontology
for Biomedical Investigations (OBI3), Sequence Ontology
(SO), Infectious Disease Ontology (IDO4), Information
Artifact Ontology (IAO5), NCBI Taxonomy (NCBITaxon6),
and Foundational Model of Anatomy (FMA7).
        </p>
        <p>We also import drug file names from the National Drug
File Reference Terminology (NDF-RT) to represent
antibiotic resistance, and create links to two other resources: (1)
Antibiotic Resistance Ontology8 and Antibiotic Resistance
Database Ontology9. Various other stakeholders (such as the
DebugIT European Union initiative) have ontologies and
databases of antimicrobial resistance, but we only to link to
open resources for our case study.
2 http://code.google.com/p/ogms/
3 http://obi-ontology.org/page/Main_Page
4 http://infectiousdiseaseontology.org/page/Main_Page
5 http://code.google.com/p/information-artifact-ontology/
6 http://www.ncbi.nlm.nih.gov/Taxonomy/
7 http://sig.biostr.washington.edu/projects/fm/
8 http://arpcard.mcmaster.ca
9 http://ardb.cbcb.umd.edu/antibio_resis.obo
3.2</p>
      </sec>
      <sec id="sec-3-2">
        <title>NARSA Isolate Repository</title>
        <p>The Network on Antimicrobial Resistance in
Staphylococcus aureus10 maintains a repository of Sa isolates for clinical
research which includes genetic, phenotypic, and
demographic information on each isolate. For this example, we
use a subset of 101 NARSA isolates, those listed in the
“Known Clinically Associated Strains – ABCs Collection
from CDC” repository. All of the isolates in this subset have
an SCCMec type annotation in the NARSA repository and
have diverse geographic origin in the United States.11</p>
        <p>The NARSA subset was selected to demonstrate how a
disease lattice could be constructed starting from only
structured HTML content about isolates. NARSA maintains a
database of extended information about such isolates;
however we only used the information publicly available on the
web.</p>
        <p>A script was created to extract each isolate’s NARSA id
(NRSnnn), culture source, toxin profile, and antimicrobial
profile. The script was implemented in Ruby and utilized
the Hpricot HTML library and regular expressions to extract
information. First, the NARSA id was used to assert the
existence of a Sa instance type. Then the culture source data
was extracted. The culture source was sometimes
unspecified (‘other’) or underspecified (‘blood’ vs ‘wound’). Only
culture sources for which FMA types existed were asserted
to exist as such, but IDO allows for an even more complete
representation of host anatomical entities if such
information is known. For example, the anatomical location from
which the infectious organism is isolated may also be a
portal of entry.</p>
        <p>The toxin profile for NARSA subset isolates included the
presence or absence of the Panton Valentine Leukocidin
(PVL) and Toxic Shock Syndrome Toxin (TSST). These
toxins are strong determinants of the virulence and clinical
manifestation of Sa disease. We classify PVL and TSST as
ido:exotoxin. The presence or absence of a toxin is not
usually associated with drug resistance, but by representing
both pieces of information we are able to query the
application ontology for correlations between the presence of
toxins and resistance to certain drug types.</p>
        <p>The antimicrobial profile for the NARSA subset includes
15 drugs (see Figure 2 for a subset of these). For each drug,
NARSA reports a minimum inhibitory concentration – a
range or exact value – along with an interpretation of the
antibiotic resistance indicated by this value following the
Clinical and Laboratory Standards Institute guidelines.
10 See http://www.narsa.net/
11 See http://www.cdc.gov/abcs/reports-findings/surv-reports.html





</p>
        <p>Fig 2. Antimicrobial profile for an isolate in the NARSA subset
The NDF-RT was used to validate this profile by making
sure that the set of drugs in the profile is a subset of:
{d | ndf-rt:’Staph Infection’ ndf-rt:may_be_treated_by d}
For NARSA, or any other resource on antimicrobial
resistance, there may be a good reason to restrict attention to a
subset of antimicrobials. However, since new resistance
evolves rapidly, a resource such as NDF-RT can be used to
synchronize the latest antibiotics permissible in such a
profile.</p>
        <p>Minimum inhibitory concentration data (MIC) are
represented using IAO and OBI as follows:
‘MIC assay’ subclassOf iao:assay
‘MIC assay’ has_specified_output SOME</p>
        <p>
          ‘MIC data item’
‘MIC scalar measurement datum’ is_about SOME
‘drug susceptibility of infectious agent’
Resistance is a disposition that an infectious agent bears
towards some drugs and is realized in their presence. We
have elsewhere modeled resistance in terms of pairwise
complementary dispositions on the part of both the
infectious agent and the drug
          <xref ref-type="bibr" rid="ref3">(Goldfain, Smith &amp; Cowell, 2011)</xref>
          .
Here we link resistance to MIC measurement data using the
shortcut relation has_qualitative_basis as follows:
ido:’resistance to drug’ has_qualitative_basis
        </p>
      </sec>
      <sec id="sec-3-3">
        <title>SOME (is_quality_measured_as SOME ‘MIC</title>
        <p>measurement datum’)</p>
        <p>Finally, for each drug D towards which the isolate Sa has
a drug resistance we assert:
‘resistance to D’ subclassOf</p>
        <p>ido:‘resistance to drug’</p>
        <p>Sa has_disposition SOME ‘resistance to D’
3.3</p>
      </sec>
      <sec id="sec-3-4">
        <title>From an Isolate Lattice to a Disease Lattice</title>
        <p>The lattice of infectious diseases mirrors the isolate lattice
by representing the types of infectious disease different
isolates can give rise to. Infectious agents are parts of those
infectious disorders which are the material basis for
infectious disease. Using the representation developed above, we
can begin to make assertions about the specific types of
disease the isolates give rise to and the profiles of the disease
courses which realize these diseases. For example, the
presence of the PVL toxin in Sa can lead to necrotic lesions
(ogms:disorder) and necrotizing pneumonia (ogms:disease).</p>
      </sec>
    </sec>
    <sec id="sec-4">
      <title>4 FACETED BROWSING OF THE LATTICE</title>
      <p>A faceted browser of the ontologically annotated NARSA
isolates was constructed using the MIT Exhibit 2.0 library
(http://www.awqbi.com/LATTICE/narsa-complete.html).
This tool allows the user to visualize and correlate isolate
information across different dimensions (see Figure 3).</p>
      <p>Fig 3. Faceted browsing illustrates that most isolates with a
resistance to Clindamycin are of SCCmec type II and lack PVL
Linking to external resources is facilitated by the fact that
such facets are assigned ontology types from the IDO
lattice. These are exactly the kinds of links that will be needed
for the knowledge network supporting a new taxonomy of
disease.</p>
    </sec>
    <sec id="sec-5">
      <title>5 CONCLUSION</title>
      <p>A lattice of infectious disease ontologies can serve as a
mechanism to integrate pathogen-specific typing systems
such as SCCMec with phenotypic data such as drug
resistance. Such genotype-phenotype relations will be the key
to a more effective taxonomy of disease that enables truly
personalized medicine. The lattice of infectious diseases is
expected to grow along predictable dimensions (host
organism, infectious agent organism, drug resistance), but can
accommodate lightweight application ontologies that are
created for very specific purposes. Each such application
ontology will have a place in the lattice on the basis of what
IDO terms it imports.</p>
      <p>We have shown that IDO-conformant annotation of
isolate data (such as that in the NARSA repository) is possible
without the need to reassemble OBO Foundry resources for
new applications. Other benefits of our approach include:
exposing currently accepted SCCmec types in a computable
format via an ontology and validating the NARSA
antimicrobial profile using the NDF-RT.</p>
      <p>We hope to reuse a similar technique to that outlined in
this paper for isolate repositories across the infectious
disease domain. In so doing, we hope to broaden the lattice and
integrating organism specific typing systems with the IDO
suite of ontologies. We believe that such an effort can be a
powerful enabler for a new taxonomy of infectious disease
and its supporting knowledge network.</p>
    </sec>
    <sec id="sec-6">
      <title>ACKNOWLEDGEMENTS</title>
      <p>This work was funded by the National Institutes of Health through Grant
R01 AI 77706-01. Smith’s contributions were funded through the NIH
Roadmap for Medical Research, Grant U54 HG004028 (National Center
for Biomedical Ontology).</p>
    </sec>
  </body>
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