AMR/R/first_isolate.R

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# ==================================================================== #
# TITLE #
# Antimicrobial Resistance (AMR) Analysis #
# #
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# SOURCE #
# https://gitlab.com/msberends/AMR #
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# #
# LICENCE #
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# (c) 2019 Berends MS (m.s.berends@umcg.nl), Luz CF (c.f.luz@umcg.nl) #
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# #
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# This R package is free software; you can freely use and distribute #
# it for both personal and commercial purposes under the terms of the #
# GNU General Public License version 2.0 (GNU GPL-2), as published by #
# the Free Software Foundation. #
# #
# This R package was created for academic research and was publicly #
# released in the hope that it will be useful, but it comes WITHOUT #
# ANY WARRANTY OR LIABILITY. #
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# Visit our website for more info: https://msberends.gitlab.io/AMR. #
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# ==================================================================== #
#' Determine first (weighted) isolates
#'
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#' Determine first (weighted) isolates of all microorganisms of every patient per episode and (if needed) per specimen type.
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#' @param x a \code{data.frame} containing isolates.
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#' @param col_date column name of the result date (or date that is was received on the lab), defaults to the first column of with a date class
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#' @param col_patient_id column name of the unique IDs of the patients, defaults to the first column that starts with 'patient' or 'patid' (case insensitive)
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#' @param col_mo column name of the IDs of the microorganisms (see \code{\link{as.mo}}), defaults to the first column of class \code{mo}. Values will be coerced using \code{\link{as.mo}}.
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#' @param col_testcode column name of the test codes. Use \code{col_testcode = NULL} to \strong{not} exclude certain test codes (like test codes for screening). In that case \code{testcodes_exclude} will be ignored.
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#' @param col_specimen column name of the specimen type or group
#' @param col_icu column name of the logicals (\code{TRUE}/\code{FALSE}) whether a ward or department is an Intensive Care Unit (ICU)
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#' @param col_keyantibiotics column name of the key antibiotics to determine first \emph{weighted} isolates, see \code{\link{key_antibiotics}}. Defaults to the first column that starts with 'key' followed by 'ab' or 'antibiotics' (case insensitive). Use \code{col_keyantibiotics = FALSE} to prevent this.
#' @param episode_days episode in days after which a genus/species combination will be determined as 'first isolate' again. The default of 365 days is based on the guideline by CLSI, see Source.
#' @param testcodes_exclude character vector with test codes that should be excluded (case-insensitive)
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#' @param icu_exclude logical whether ICU isolates should be excluded (rows with value \code{TRUE} in column \code{col_icu})
#' @param specimen_group value in column \code{col_specimen} to filter on
#' @param type type to determine weighed isolates; can be \code{"keyantibiotics"} or \code{"points"}, see Details
#' @param ignore_I logical to determine whether antibiotic interpretations with \code{"I"} will be ignored when \code{type = "keyantibiotics"}, see Details
#' @param points_threshold points until the comparison of key antibiotics will lead to inclusion of an isolate when \code{type = "points"}, see Details
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#' @param info print progress
#' @param include_unknown logical to determine whether 'unknown' microorganisms should be included too, i.e. microbial code \code{"UNKNOWN"}, which defaults to \code{FALSE}. For WHONET users, this means that all records with organism code \code{"con"} (\emph{contamination}) will be excluded at default. Isolates with a microbial ID of \code{NA} will always be excluded as first isolate.
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#' @param ... parameters passed on to the \code{first_isolate} function
#' @details \strong{WHY THIS IS SO IMPORTANT} \cr
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#' To conduct an analysis of antimicrobial resistance, you should only include the first isolate of every patient per episode \href{https://www.ncbi.nlm.nih.gov/pubmed/17304462}{[1]}. If you would not do this, you could easily get an overestimate or underestimate of the resistance of an antibiotic. Imagine that a patient was admitted with an MRSA and that it was found in 5 different blood cultures the following week. The resistance percentage of oxacillin of all \emph{S. aureus} isolates would be overestimated, because you included this MRSA more than once. It would be \href{https://en.wikipedia.org/wiki/Selection_bias}{selection bias}.
#'
#' All isolates with a microbial ID of \code{NA} will be excluded as first isolate.
#'
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#' The functions \code{filter_first_isolate} and \code{filter_first_weighted_isolate} are helper functions to quickly filter on first isolates. The function \code{filter_first_isolate} is essentially equal to:
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#' \preformatted{
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#' x \%>\%
#' mutate(only_firsts = first_isolate(x, ...)) \%>\%
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#' filter(only_firsts == TRUE) \%>\%
#' select(-only_firsts)
#' }
#' The function \code{filter_first_weighted_isolate} is essentially equal to:
#' \preformatted{
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#' x \%>\%
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#' mutate(keyab = key_antibiotics(.)) \%>\%
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#' mutate(only_weighted_firsts = first_isolate(x,
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#' col_keyantibiotics = "keyab", ...)) \%>\%
#' filter(only_weighted_firsts == TRUE) \%>\%
#' select(-only_weighted_firsts)
#' }
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#' @section Key antibiotics:
#' There are two ways to determine whether isolates can be included as first \emph{weighted} isolates which will give generally the same results: \cr
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#'
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#' \strong{1. Using} \code{type = "keyantibiotics"} \strong{and parameter} \code{ignore_I} \cr
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#' Any difference from S to R (or vice versa) will (re)select an isolate as a first weighted isolate. With \code{ignore_I = FALSE}, also differences from I to S|R (or vice versa) will lead to this. This is a reliable method and 30-35 times faster than method 2. Read more about this in the \code{\link{key_antibiotics}} function. \cr
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#'
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#' \strong{2. Using} \code{type = "points"} \strong{and parameter} \code{points_threshold} \cr
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#' A difference from I to S|R (or vice versa) means 0.5 points, a difference from S to R (or vice versa) means 1 point. When the sum of points exceeds \code{points_threshold}, which default to \code{2}, an isolate will be (re)selected as a first weighted isolate.
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#' @rdname first_isolate
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#' @keywords isolate isolates first
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#' @seealso \code{\link{key_antibiotics}}
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#' @export
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#' @importFrom dplyr arrange_at lag between row_number filter mutate arrange pull ungroup
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#' @importFrom crayon blue bold silver
#' @return Logical vector
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#' @source Methodology of this function is based on: \strong{M39 Analysis and Presentation of Cumulative Antimicrobial Susceptibility Test Data, 4th Edition}, 2014, \emph{Clinical and Laboratory Standards Institute (CLSI)}. \url{https://clsi.org/standards/products/microbiology/documents/m39/}.
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#' @inheritSection AMR Read more on our website!
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#' @examples
#' # `example_isolates` is a dataset available in the AMR package.
#' # See ?example_isolates.
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#'
#' library(dplyr)
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#' # Filter on first isolates:
#' example_isolates %>%
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#' mutate(first_isolate = first_isolate(.,
#' col_date = "date",
#' col_patient_id = "patient_id",
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#' col_mo = "mo")) %>%
#' filter(first_isolate == TRUE)
#'
#' # Which can be shortened to:
#' example_isolates %>%
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#' filter_first_isolate()
#' # or for first weighted isolates:
#' example_isolates %>%
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#' filter_first_weighted_isolate()
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#'
#' # Now let's see if first isolates matter:
#' A <- example_isolates %>%
#' group_by(hospital_id) %>%
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#' summarise(count = n_rsi(GEN), # gentamicin availability
#' resistance = portion_IR(GEN)) # gentamicin resistance
#'
#' B <- example_isolates %>%
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#' filter_first_weighted_isolate() %>% # the 1st isolate filter
#' group_by(hospital_id) %>%
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#' summarise(count = n_rsi(GEN), # gentamicin availability
#' resistance = portion_IR(GEN)) # gentamicin resistance
#'
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#' # Have a look at A and B.
#' # B is more reliable because every isolate is only counted once.
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#' # Gentamicin resitance in hospital D appears to be 3.1% higher than
#' # when you (erroneously) would have used all isolates for analysis.
#'
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#'
#' ## OTHER EXAMPLES:
#'
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#' \dontrun{
#'
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#' # set key antibiotics to a new variable
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#' x$keyab <- key_antibiotics(x)
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#'
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#' x$first_isolate <-
#' first_isolate(x)
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#'
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#' x$first_isolate_weighed <-
#' first_isolate(x,
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#' col_keyantibiotics = 'keyab')
#'
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#' x$first_blood_isolate <-
#' first_isolate(x,
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#' specimen_group = 'Blood')
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#'
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#' x$first_blood_isolate_weighed <-
#' first_isolate(x,
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#' specimen_group = 'Blood',
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#' col_keyantibiotics = 'keyab')
#'
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#' x$first_urine_isolate <-
#' first_isolate(x,
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#' specimen_group = 'Urine')
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#'
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#' x$first_urine_isolate_weighed <-
#' first_isolate(x,
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#' specimen_group = 'Urine',
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#' col_keyantibiotics = 'keyab')
#'
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#' x$first_resp_isolate <-
#' first_isolate(x,
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#' specimen_group = 'Respiratory')
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#'
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#' x$first_resp_isolate_weighed <-
#' first_isolate(x,
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#' specimen_group = 'Respiratory',
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#' col_keyantibiotics = 'keyab')
#' }
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first_isolate <- function(x,
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col_date = NULL,
col_patient_id = NULL,
col_mo = NULL,
col_testcode = NULL,
col_specimen = NULL,
col_icu = NULL,
col_keyantibiotics = NULL,
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episode_days = 365,
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testcodes_exclude = NULL,
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icu_exclude = FALSE,
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specimen_group = NULL,
type = "keyantibiotics",
ignore_I = TRUE,
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points_threshold = 2,
info = TRUE,
include_unknown = FALSE,
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...) {
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if (!is.data.frame(x)) {
stop("`x` must be a data.frame.", call. = FALSE)
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}
dots <- unlist(list(...))
if (length(dots) != 0) {
# backwards compatibility with old parameters
dots.names <- dots %>% names()
if ('filter_specimen' %in% dots.names) {
specimen_group <- dots[which(dots.names == 'filter_specimen')]
}
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if ('tbl' %in% dots.names) {
x <- dots[which(dots.names == 'tbl')]
}
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}
# try to find columns based on type
# -- mo
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if (is.null(col_mo)) {
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col_mo <- search_type_in_df(x = x, type = "mo")
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}
if (is.null(col_mo)) {
stop("`col_mo` must be set.", call. = FALSE)
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}
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# -- date
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if (is.null(col_date)) {
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col_date <- search_type_in_df(x = x, type = "date")
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}
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if (is.null(col_date)) {
stop("`col_date` must be set.", call. = FALSE)
}
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# convert to Date (pipes/pull for supporting tibbles too)
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dates <- x %>% pull(col_date) %>% as.Date()
dates[is.na(dates)] <- as.Date("1970-01-01")
x[, col_date] <- dates
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# -- patient id
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if (is.null(col_patient_id)) {
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if (all(c("First name", "Last name", "Sex", "Identification number") %in% colnames(x))) {
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# WHONET support
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x <- x %>% mutate(patient_id = paste(`First name`, `Last name`, Sex))
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col_patient_id <- "patient_id"
message(blue(paste0("NOTE: Using combined columns `", bold("First name"), "`, `", bold("Last name"), "` and `", bold("Sex"), "` as input for `col_patient_id`.")))
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} else {
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col_patient_id <- search_type_in_df(x = x, type = "patient_id")
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}
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}
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if (is.null(col_patient_id)) {
stop("`col_patient_id` must be set.", call. = FALSE)
}
# -- key antibiotics
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if (is.null(col_keyantibiotics)) {
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col_keyantibiotics <- search_type_in_df(x = x, type = "keyantibiotics")
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}
if (isFALSE(col_keyantibiotics)) {
col_keyantibiotics <- NULL
}
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# -- specimen
if (is.null(col_specimen) & !is.null(specimen_group)) {
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col_specimen <- search_type_in_df(x = x, type = "specimen")
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}
if (isFALSE(col_specimen)) {
col_specimen <- NULL
}
# check if columns exist
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check_columns_existance <- function(column, tblname = x) {
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if (NROW(tblname) <= 1 | NCOL(tblname) <= 1) {
stop('Please check tbl for existance.')
}
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if (!is.null(column)) {
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if (!(column %in% colnames(tblname))) {
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stop('Column `', column, '` not found.')
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}
}
}
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check_columns_existance(col_date)
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check_columns_existance(col_patient_id)
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check_columns_existance(col_mo)
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check_columns_existance(col_testcode)
check_columns_existance(col_icu)
check_columns_existance(col_keyantibiotics)
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# create new dataframe with original row index
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x <- x %>%
mutate(newvar_row_index = 1:nrow(x),
newvar_mo = x %>% pull(col_mo) %>% as.mo(),
newvar_genus_species = paste(mo_genus(newvar_mo), mo_species(newvar_mo)),
newvar_date = x %>% pull(col_date),
newvar_patient_id = x %>% pull(col_patient_id))
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if (is.null(col_testcode)) {
testcodes_exclude <- NULL
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}
# remove testcodes
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if (!is.null(testcodes_exclude) & info == TRUE) {
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cat('[Criterion] Excluded test codes:\n', toString(testcodes_exclude), '\n')
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}
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if (is.null(col_icu)) {
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icu_exclude <- FALSE
} else {
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x <- x %>%
mutate(col_icu = x %>% pull(col_icu) %>% as.logical())
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}
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if (is.null(col_specimen)) {
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specimen_group <- NULL
}
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# filter on specimen group and keyantibiotics when they are filled in
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if (!is.null(specimen_group)) {
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check_columns_existance(col_specimen, x)
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if (info == TRUE) {
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cat('[Criterion] Excluded other than specimen group \'', specimen_group, '\'\n', sep = '')
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}
}
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if (!is.null(col_keyantibiotics)) {
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x <- x %>% mutate(key_ab = x %>% pull(col_keyantibiotics))
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}
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if (is.null(testcodes_exclude)) {
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testcodes_exclude <- ''
}
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# arrange data to the right sorting
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if (is.null(specimen_group)) {
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# not filtering on specimen
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if (icu_exclude == FALSE) {
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if (info == TRUE & !is.null(col_icu)) {
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cat('[Criterion] Included isolates from ICU.\n')
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}
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x <- x %>%
arrange(newvar_patient_id,
newvar_genus_species,
newvar_date)
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row.start <- 1
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row.end <- nrow(x)
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} else {
if (info == TRUE) {
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cat('[Criterion] Excluded isolates from ICU.\n')
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}
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x <- x %>%
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arrange_at(c(col_icu,
"newvar_patient_id",
"newvar_genus_species",
"newvar_date"))
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suppressWarnings(
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row.start <- which(x %>% pull(col_icu) == FALSE) %>% min(na.rm = TRUE)
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)
suppressWarnings(
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row.end <- which(x %>% pull(col_icu) == FALSE) %>% max(na.rm = TRUE)
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)
}
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} else {
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# filtering on specimen and only analyse these row to save time
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if (icu_exclude == FALSE) {
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if (info == TRUE & !is.null(col_icu)) {
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cat('[Criterion] Included isolates from ICU.\n')
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}
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x <- x %>%
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arrange_at(c(col_specimen,
"newvar_patient_id",
"newvar_genus_species",
"newvar_date"))
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suppressWarnings(
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row.start <- which(x %>% pull(col_specimen) == specimen_group) %>% min(na.rm = TRUE)
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)
suppressWarnings(
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row.end <- which(x %>% pull(col_specimen) == specimen_group) %>% max(na.rm = TRUE)
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)
} else {
if (info == TRUE) {
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cat('[Criterion] Excluded isolates from ICU.\n')
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}
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x <- x %>%
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arrange_at(c(col_icu,
col_specimen,
"newvar_patient_id",
"newvar_genus_species",
"newvar_date"))
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suppressWarnings(
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row.start <- which(x %>% pull(col_specimen) == specimen_group
& x %>% pull(col_icu) == FALSE) %>% min(na.rm = TRUE)
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)
suppressWarnings(
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row.end <- which(x %>% pull(col_specimen) == specimen_group
& x %>% pull(col_icu) == FALSE) %>% max(na.rm = TRUE)
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)
}
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}
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# no isolates found
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if (abs(row.start) == Inf | abs(row.end) == Inf) {
if (info == TRUE) {
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message(paste("=> Found", bold("no isolates")))
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}
return(rep(FALSE, nrow(x)))
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}
# did find some isolates - add new index numbers of rows
x <- x %>% mutate(newvar_row_index_sorted = 1:nrow(.))
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# suppress warnings because dplyr wants us to use library(dplyr) when using filter(row_number())
#suppressWarnings(
scope.size <- row.end - row.start + 1
# x %>%
# filter(
# row_number() %>% between(row.start,
# row.end),
# newvar_genus != "",
# newvar_species != "") %>%
# nrow()
# )
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identify_new_year = function(x, episode_days) {
# I asked on StackOverflow:
# https://stackoverflow.com/questions/42122245/filter-one-row-every-year
if (length(x) == 1) {
return(TRUE)
}
indices <- integer(0)
start <- x[1]
ind <- 1
indices[ind] <- ind
for (i in 2:length(x)) {
if (isTRUE(as.numeric(x[i] - start) >= episode_days)) {
ind <- ind + 1
indices[ind] <- i
start <- x[i]
}
}
result <- rep(FALSE, length(x))
result[indices] <- TRUE
return(result)
}
# Analysis of first isolate ----
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all_first <- x %>%
mutate(other_pat_or_mo = if_else(newvar_patient_id == lag(newvar_patient_id)
& newvar_genus_species == lag(newvar_genus_species),
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FALSE,
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TRUE)) %>%
group_by(newvar_patient_id,
newvar_genus_species) %>%
mutate(more_than_episode_ago = identify_new_year(x = newvar_date,
episode_days = episode_days)) %>%
ungroup()
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weighted.notice <- ''
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if (!is.null(col_keyantibiotics)) {
weighted.notice <- 'weighted '
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if (info == TRUE) {
if (type == 'keyantibiotics') {
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cat('[Criterion] Inclusion based on key antibiotics, ')
if (ignore_I == FALSE) {
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cat('not ')
}
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cat('ignoring I.\n')
}
if (type == 'points') {
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cat(paste0('[Criterion] Inclusion based on key antibiotics, using points threshold of '
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, points_threshold, '.\n'))
}
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}
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type_param <- type
all_first <- all_first %>%
mutate(key_ab_lag = lag(key_ab)) %>%
mutate(key_ab_other = !key_antibiotics_equal(y = key_ab,
z = key_ab_lag,
type = type_param,
ignore_I = ignore_I,
points_threshold = points_threshold,
info = info)) %>%
mutate(
real_first_isolate =
if_else(
newvar_row_index_sorted %>% between(row.start, row.end)
& newvar_genus_species != ""
& (other_pat_or_mo | more_than_episode_ago | key_ab_other),
TRUE,
FALSE))
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} else {
# no key antibiotics
all_first <- all_first %>%
mutate(
real_first_isolate =
if_else(
newvar_row_index_sorted %>% between(row.start, row.end)
& newvar_genus_species != ""
& (other_pat_or_mo | more_than_episode_ago),
TRUE,
FALSE))
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}
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# first one as TRUE
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all_first[row.start, 'real_first_isolate'] <- TRUE
# no tests that should be included, or ICU
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if (!is.null(col_testcode)) {
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all_first[which(all_first[, col_testcode] %in% tolower(testcodes_exclude)), 'real_first_isolate'] <- FALSE
}
if (icu_exclude == TRUE) {
all_first[which(all_first[, col_icu] == TRUE), 'real_first_isolate'] <- FALSE
}
decimal.mark <- getOption("OutDec")
big.mark <- ifelse(decimal.mark != ",", ",", ".")
# handle empty microorganisms
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if (any(all_first$newvar_mo == "UNKNOWN", na.rm = TRUE) & info == TRUE) {
if (include_unknown == TRUE) {
message(blue(paste0("NOTE: Included ", format(sum(all_first$newvar_mo == "UNKNOWN"),
decimal.mark = decimal.mark, big.mark = big.mark),
' isolates with a microbial ID "UNKNOWN" (column `', bold(col_mo), '`).')))
} else {
message(blue(paste0("NOTE: Excluded ", format(sum(all_first$newvar_mo == "UNKNOWN"),
decimal.mark = decimal.mark, big.mark = big.mark),
' isolates with a microbial ID "UNKNOWN" (column `', bold(col_mo), '`).')))
}
}
all_first[which(all_first$newvar_mo == "UNKNOWN"), 'real_first_isolate'] <- include_unknown
# exclude all NAs
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if (any(is.na(all_first$newvar_mo)) & info == TRUE) {
message(blue(paste0("NOTE: Excluded ", format(sum(is.na(all_first$newvar_mo)),
decimal.mark = decimal.mark, big.mark = big.mark),
' isolates with a microbial ID "NA" (column `', bold(col_mo), '`).')))
}
all_first[which(is.na(all_first$newvar_mo)), 'real_first_isolate'] <- FALSE
# arrange back according to original sorting again
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all_first <- all_first %>%
arrange(newvar_row_index) %>%
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pull(real_first_isolate)
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if (info == TRUE) {
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n_found <- base::sum(all_first, na.rm = TRUE)
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p_found_total <- percent(n_found / nrow(x), force_zero = TRUE)
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p_found_scope <- percent(n_found / scope.size, force_zero = TRUE)
# mark up number of found
n_found <- base::format(n_found, big.mark = big.mark, decimal.mark = decimal.mark)
if (p_found_total != p_found_scope) {
msg_txt <- paste0("=> Found ",
bold(paste0(n_found, " first ", weighted.notice, "isolates")),
" (", p_found_scope, " within scope and ", p_found_total, " of total)")
} else {
msg_txt <- paste0("=> Found ",
bold(paste0(n_found, " first ", weighted.notice, "isolates")),
" (", p_found_total, " of total)")
}
base::message(msg_txt)
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}
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all_first
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}
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#' @rdname first_isolate
#' @importFrom dplyr filter
#' @export
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filter_first_isolate <- function(x,
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col_date = NULL,
col_patient_id = NULL,
col_mo = NULL,
...) {
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filter(x, first_isolate(x = x,
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col_date = col_date,
col_patient_id = col_patient_id,
col_mo = col_mo,
...))
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}
#' @rdname first_isolate
#' @importFrom dplyr %>% mutate filter
#' @export
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filter_first_weighted_isolate <- function(x,
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col_date = NULL,
col_patient_id = NULL,
col_mo = NULL,
col_keyantibiotics = NULL,
...) {
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tbl_keyab <- x %>%
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mutate(keyab = suppressMessages(key_antibiotics(.,
col_mo = col_mo,
...))) %>%
mutate(firsts = first_isolate(.,
col_date = col_date,
col_patient_id = col_patient_id,
col_mo = col_mo,
col_keyantibiotics = "keyab",
...))
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x[which(tbl_keyab$firsts == TRUE),]
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}