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Basics of Experimental Design for fMRI: Event-Related Designs

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1 Basics of Experimental Design for fMRI: Event-Related Designs
Jody Culham Brain and Mind Institute Department of Psychology Western University Basics of Experimental Design for fMRI: Event-Related Designs Last Update: February 22, 2013 Last Course: Psychology 9223, W2013, Western University

2 Event-Related Averaging
(can be used for block or event-related designs) 2

3 Event-Related Averaging
In this example an “event” is the start of a block In single-trial designs, an event may be the start of a single trial First, we compute an event related average for the blue condition Define a time window before (2 volumes) and after (15 volumes) the event Extract the time course for every event (here there are four events in one run) Average the time courses across all the events

4 Event-Related Averaging
Second, we compute an event related average for the gray condition

5 Event-Related Averaging
Third, we can plot the average ERA for the blue and gray conditions on the same graph

6 Event-Related Averaging in BV
Define which subjects/runs to include Set time window Define which conditions to average (usually exclude baseline) We can tell BV where to put the y=0 baseline. Here it’s the average of the two circled data points at x=0. Determine how you want to define the y-axis values, including zero

7 But what if the curves don’t have the same starting point?
But what if the data looked like this? …or this? In the data shown, the curves started at the same level, as we expect they should because both conditions were always preceded by a resting baseline period

8 Epoch-based averaging
FILE-BASED AVERAGING: zero baseline determined across all conditions (for 0 to 0: points in red circles) In the latter two cases, we could simply shift the curves so they all start from the same (zero) baseline EPOCH-BASED AVERAGING: zero baselines are specific to each epoch

9 File-based vs. Epoch-based Averaging
time courses may start at different points because different event histories or noise Epoch-based Averaging each curve starts at zero can be risky with noisy data only use it if you are fairly certain your pre-stim baselines are valid (e.g., you have a long ITI and/or your trial orders are counterbalanced) can yield very different conclusions than GLM stats e.g., set EACH curve such that at time=0, %BSC=0 File-based Averaging zero is based on average starting point of all curves works best when low frequencies have been filtered out of your data similar to what your GLM stats are testing

10 What if…? This design has the benefit that each condition epoch is preceded by a baseline, which is nice for making event-related averages However, we might decide that this design takes too much time because we are spending over half of the time on the baseline. Perhaps we should use the following paradigm instead…? This regular triad sequence has some nice features, but it can make ERAs more complicated to understand.

11 Regular Ordering and ERAs
We might have a time course that looks like this

12 Example of ERA Problems
If you make an ERA the usual way, you might get something that looks like this: File-Based (Pre=2, Post=10, baseline 0 to 0) Intact One common newbie mistake is to make ERAs for all conditions, including the baseline (Fixation). This situation will illustrate some of the confusion with that Scrambled Fixation Initially some people can be confused how to interpret this ERA because the pre-event activation looks wonky.

13 Example of ERA Problems
File-Based (Pre=2, Post=10, baseline 0 to 0) File-Based (Pre=8, Post=18, baseline 0 to 0) Intact Scrambled Fixation If you make the ERA over a longer time window, the situation becomes clearer. You have three curves that are merely shifted in time with respect to one another.

14 Example of ERA Problems
File-Based (Pre=2, Post=10, baseline 0 to 0) Intact End of Intact Scrambled End of Scrambled End of Fixation Fixation Now you should realize that the different pre-epoch baselines result from the fact that each condition has different preceding conditions Intact is always preceded by Fixation Scrambled is always preceded by Intact Fixation is always preceded by Scrambled

15 Example of ERA Problems
File-Based (Pre=2, Post=10, baseline 0 to 0) Intact Scrambled Fixation Because of the different histories, changes with respect to baseline are hard to interpret. Nevertheless, ERAs can show you how much the conditions differed once the BOLD response stabilized This period shows, rightly so, Intact > Scrambled > Fixation

16 Example of ERA Problems
Epoch-Based (Pre=2, Post=10, baseline -2 to -2) Because the pre-epoch baselines are so different (due to differences in preceding conditions), here it would be really stupid to do epoch-based averaging (e.g., with x=-2 as the y=0 baseline) In fact, it would lead us to conclude (falsely!) that there was more activation for Fixation than for Scrambled

17 Example of ERA Problems
In a situation with a regular sequence like this, instead of making an ERA with a short time window and curves for all conditions, you can make one single time window long enough to show the series of conditions (and here you can also pick a sensible y= 0 based on x=-2) File-Based average for Intact condition only (Pre=2, Post23, baseline -2 to -2) Intact Scrambled Fixation

18 Partial confounding In the case we just considered, the histories for various conditions were completely confounded Intact was always preceded by Fixation Scrambled was always preceded by Intact Fixation was always preceded by Scrambled We can also run into problems (less obvious but with the same ERA issues) if the histories of conditions are partially confounded (e.g., quasi-random orders) Intact is preceded by Scrambled 3X and by Fixation 3X Scrambled is preceded by Intact 4X and Fixation 1X Fixation is preceded by Intact 2X, by Scrambled 2X and by nothing 1X No condition is ever preceded by itself

19 ERAs: Take-home messages
ERAs can be a valuable way to look at activation over time BUT you have to carefully select the baseline (file-based vs. epoch-based; which time points to take as baseline) you have to know whether the history of your conditions is counterbalanced if it’s not counterbalanced, ERAs can be misleading This problem of “history” will come up again…

20 Basics of Event-Related Designs
20

21 Block Designs = trial of one type (e.g., face image) = trial of another type (e.g., place image) Block Design Early Assumption: Because the hemodynamic response delays and blurs the response to activation, the temporal resolution of fMRI is limited. Positive BOLD response Initial Dip Overshoot Post-stimulus Undershoot 1 2 3 BOLD Response (% signal change) Time Stimulus WRONG!!!!! Jody

22 What are the temporal limits?
What is the briefest stimulus that fMRI can detect? Blamire et al. (1992): 2 sec Bandettini (1993): 0.5 sec Savoy et al (1995): 34 msec 2 s stimuli single events Data: Blamire et al., 1992, PNAS Figure: Huettel, Song & McCarthy, 2004 Data: Robert Savoy & Kathy O’Craven Figure: Rosen et al., 1998, PNAS Jody Although the shape of the HRF delayed and blurred, it is predictable. Event-related potentials (ERPs) are based on averaging small responses over many trials. Can we do the same thing with fMRI?

23 Predictor Height Depends on Stimulus Duration

24 Design Types Block Design Slow ER Design Rapid Jittered ER Design
= trial of one type (e.g., face image) Design Types = trial of another type (e.g., place image) Block Design Slow ER Design Rapid Jittered ER Design Jody Mixed Design

25 Detection vs. Estimation
detection: determination of whether activity of a given voxel (or region) changes in response to the experimental manipulation 1 estimation: measurement of the time course within an active voxel in response to the experimental manipulation % Signal Change Jody 4 8 12 Time (sec) Definitions modified from: Huettel, Song & McCarthy, 2004, Functional Magnetic Resonance Imaging

26 Block Designs: Poor Estimation
Huettel, Song & McCarthy, 2004, Functional Magnetic Resonance Imaging

27 Pros & Cons of Block Designs
high detection power has been the most widely used approach for fMRI studies accurate estimation of hemodynamic response function is not as critical as with event-related designs Cons poor estimation power subjects get into a mental set for a block very predictable for subject can’t look at effects of single events (e.g., correct vs. incorrect trials, remembered vs. forgotten items) becomes unmanagable with too many conditions (e.g., more than 4 conditions + baseline) Jody

28 Slow Event-Related Designs
Slow ER Design Jody

29 Convolution of Single Trials
Neuronal Activity BOLD Signal Haemodynamic Function Time Time Slide from Matt Brown

30 BOLD Summates Neuronal Activity BOLD Signal
Slide adapted from Matt Brown

31 Slow Event-Related Design: Constant ITI
Bandettini et al. (2000) What is the optimal trial spacing (duration + intertrial interval, ITI) for a Spaced Mixed Trial design with constant stimulus duration? 2 s stim vary ISI Block Event-related average Jody Source: Bandettini et al., 2000

32 Optimal Constant ITI Brief (< 2 sec) stimuli:
Source: Bandettini et al., 2000 Brief (< 2 sec) stimuli: optimal trial spacing = 12 sec For longer stimuli: optimal trial spacing = 8 + 2*stimulus duration Effective loss in power of event related design: = -35% i.e., for 6 minutes of block design, run ~9 min ER design Jody

33 Trial to Trial Variability
Huettel, Song & McCarthy, 2004, Functional Magnetic Resonance Imaging

34 How Many Trials Do You Need?
Huettel, Song & McCarthy, 2004, Functional Magnetic Resonance Imaging standard error of the mean varies with square root of number of trials Number of trials needed will vary with effect size Function begins to asymptote around 15 trials

35 Effect of Adding Trials
Huettel, Song & McCarthy, 2004, Functional Magnetic Resonance Imaging

36 Pros & Cons of Slow ER Designs
excellent estimation useful for studies with delay periods very useful for designs with motion artifacts (grasping, swallowing, speech) because you can tease out artifacts analysis is straightforward Example: Delayed Hand Actions (Singhal et al., under revision) Visual Response Delay Action Execution Grasp Go (G) Reach Go (R) Grasp Stop (GS) Reach Stop (RS) Action-related artifact Really long delay: 18 s Effect of this design on our subject Cons poor detection power because you get very few trials per condition by spending most of your sampling power on estimating the baseline subjects can get VERY bored and sleepy with long inter-trial intervals Jody

37 “Do You Wanna Go Faster?”
Rapid Jittered ER Design Tzvi Yes, but we have to test assumptions regarding linearity of BOLD signal first

38 Linearity of BOLD response
“Do things add up?” red = 2 - 1 green = 3 - 2 Sync each trial response to start of trial Tzvi Not quite linear but good enough! Source: Dale & Buckner, 1997

39 Linearity is okay for events every ~4+ s

40 Why isn’t BOLD totally linear?
In part because neurons aren’t totally linear either “Phasic” (or “transient”) neural responses Adaptation or habituation… stay tuned May depend on factors like stimulus duration and stimulus intensity Spikes/ms Ganmor et al., 2010, Neuron Time (ms)

41 Optimal Rapid ITI Rapid Mixed Trial Designs
Source: Dale & Buckner, 1997 Tzvi Rapid Mixed Trial Designs Short ITIs (~2 sec) are best for detection power Do you know why?

42 Efficiency (Power)

43 Two Approaches Detection – find the blobs
Business as usual Model predicted activation using square-wave predictor functions convolved with assumed HRF Extract beta weights for each condition; Contrast betas Drawback: Because trials are packed so closely together, any misestimates of the HRF will lead to imperfect GLM predictors and betas Estimation – find the time course make a model that can estimate the volume-by-volume time courses through a deconvolution of the signal

44 BOLD Overlap With Regular Trial Spacing
Neuronal activity from TWO event types with constant ITI Partial tetanus BOLD activity from two event types Slide from Matt Brown

45 BOLD Overlap with Jittering
Neuronal activity from closely-spaced, jittered events BOLD activity from closely-spaced, jittered events Slide from Matt Brown

46 BOLD Overlap with Jittering
Neuronal activity from closely-spaced, jittered events BOLD activity from closely-spaced, jittered events Slide from Matt Brown

47 Fast fMRI Detection A) BOLD Signal
B) Individual Haemodynamic Components C) 2 Predictor Curves for use with GLM (summation of B) Slide from Matt Brown

48 Why jitter? Yields larger fluctuations in signal
When pink is on, yellow is off  pink and yellow are anticorrelated Includes cases when both pink and yellow are off  less anticorrelation Without jittering predictors from different trial types are strongly anticorrelated As we know, the GLM doesn’t do so well when predictors are correlated (or anticorrelated)

49 GLM: Tutorial data Just as in the GLM for a block design, we have one predictor for each condition other than the baseline

50 GLM: Output Faces > Baseline

51 Vary Intertrial Interval (ITI)
How to Jitter = trial of one type (e.g., face image) = trial of another type (e.g., place image) TD = 2 s ITI = 0 s SOA = 2 s TD = 2 s ITI = 4 s SOA = 6 s Vary Intertrial Interval (ITI) Stimulus Onset Asynchrony (SOA) = ITI + Trial Duration may want to make TD (e.g., 2 s) and ITI durations (e.g., 0, 2, 4, 6 s) an integer multiple of TR (e.g., 2 s) for ease of creating protocol files Frequency of ITIs in Each Condition 2 4 6 ITI (s) Flat Distribution Exponential Distribution Another way to think about it… Include “Null” Trials = null trial (nothing happens) Can randomize or counterbalance distribution of three trial types Outcome may be similar to varying ISI

52 Assumption of HRF is More Problematic for Event-Related Designs
We know that the standard two-gamma HRF is a mediocre approximation for individual Ss’ HRFs Handwerker et al., 2004, Neuroimage We know this isn’t such a big deal for block designs but it is a bigger issue for rapid event-related designs.

53 One Approach to Estimation: Counterbalanced Trial Orders
Each condition must have the same history for preceding trials so that trial history subtracts out in comparisons For example if you have a sequence of Face, Place and Object trials (e.g., FPFOPPOF…), with 30 trials for each condition, you could make sure that the breakdown of trials (yellow) with respect to the preceding trial (blue) was as follows: …Face  Face x 10 …Place  Face x 10 …Object  Face x 10 …Face  Place x 10 …Place  Place x 10 …Object  Place x 10 …Face  Object x 10 …Place  Object x 10 …Object  Object x 10 Most counterbalancing algorithms do not control for trial history beyond the preceding one or two items

54 Algorithms for Picking Efficient Designs Optseq2

55 Algorithms for Picking Efficient Designs Genetic Algorithms

56 You Can’t Always Counterbalance
You may be interested in variables for which you can not control trial sequence e.g., subject errors can mess up your counterbalancing e.g., memory experiments: remembered vs. forgotten items e.g., decision-making: choice 1 vs. choice 2 e.g., correlations with behavioral ratings

57 Post Hoc Trial Sorting Example
Wagner et al., 1998, Science

58 Pros & Cons of Applying Standard GLM to Rapid-ER Designs
high detection power trials can be put in unpredictable order subjects don’t get so bored Cons and Caveats reduced detection compared to block designs requires stronger assumptions about linearity BOLD is non-linear with inter-event intervals < 6 sec. Nonlinearity becomes severe under 2 sec. errors in HRF model can introduce errors in activation estimates

59 Design Types Mixed Design = trial of one type (e.g., face image)
= trial of another type (e.g., place image) Mixed Design

60 Example of Mixed Design
Otten, Henson, & Rugg, 2002, Nature Neuroscience used short task blocks in which subjects encoded words into memory In some areas, mean level of activity for a block predicted retrieval success

61 Pros and Cons of Mixed Designs
allow researchers to distinguish between state-related and item-related activation Cons sensitive to errors in HRF modelling

62 Deconvolution of Event-Related Designs Using the GLM

63 Two Approaches Detection – find the blobs
Business as usual Model predicted activation using square-wave predictor functions convolved with assumed HRF Extract beta weights for each condition; Contrast betas Drawback: Because trials are packed so closely together, any misestimates of the HRF will lead to imperfect GLM predictors and betas Estimation – find the time course make a model that can estimate the volume-by-volume time courses through a deconvolution of the signal

64 Convolution of Single Trials
Neuronal Activity BOLD Signal Haemodynamic Function Time Time Slide from Matt Brown

65 Fast fMRI Detection A) BOLD Signal
B) Individual Haemodynamic Components C) 2 Predictor Curves for use with GLM (summation of B) Slide from Matt Brown

66 DEconvolution of Single Trials
Neuronal Activity BOLD Signal Haemodynamic Function Time Time Slide from Matt Brown

67 Deconvolution Example
time course from 4 trials of two types (pink, blue) in a “jittered” design

68 Summed Activation

69 Single Stick Predictor (stick predictors are also called finite impulse response (FIR) functions)
single predictor for first volume of pink trial type

70 Predictors for Pink Trial Type
set of 12 predictors for subsequent volumes of pink trial type need enough predictors to cover unfolding of HRF (depends on TR)

71 Predictor Matrix Diagonal filled with 1’s .

72 Predictors for Pink Trial Type

73 Predictors for the Blue Trial Type

74 Predictor x Beta Weights for Pink Trial Type
sequence of beta weights for one trial type yields an estimate of the average activation (including HRF)

75 Predictor x Beta Weights for Blue Trial Type
height of beta weights indicates amplitude of response (higher betas = larger response)

76 Linear Deconvolution Miezen et al. 2000 Jittering ITI also preserves linear independence among the hemodynamic components comprising the BOLD signal.

77 Decon GLM To find areas that respond to all stims, we could fill the contrast column with +’s 14 predictors (time points) for Cues 14 predictors (time points) for Face trials …but that would be kind of dumb because we don’t expect all time points to be highly positive, just the ones at the peak of the HRF 14 predictors (time points) for House trials 14 predictors (time points) for Object trials

78 Contrasts on Peak Volumes
We can search for areas that show activation at the peak (e.g., 3-5 s after stimulus onset

79 Results: Peaks > Baseline

80 Graph beta weights for spike predictors  Get deconvolution time course
Why go to all this bother? Why not just generate an event-related average?

81 Pros and Cons of Deconvolution
Produces time course that dissociates activation from trial history Does not assume specific shape for hemodynamic function Robust against trial history biases (though not immune to it) Compound trial types possible (e.g., stimulus-delay-response) may wish to include “half-trials” (stimulus without response) Cons: Complicated Quite sensitive to noise Contrasts don’t take HRF fully into account, they just examine peaks

82 Not Mutually Exclusive
Convolution and deconvolution GLMs are not mutually exclusive Example use convolution GLM to detect blobs, use deconvolution to estimate time courses

83 Design Types Block Design Slow ER Design Rapid Jittered ER Design
= trial of one type (e.g., face image) Design Types = trial of another type (e.g., place image) Block Design Slow ER Design Rapid Jittered ER Design Jody Mixed Design

84 Take-home message Block designs Slow ER designs Fast ER designs
Great detection, poor estimation Slow ER designs Poor detection, great estimation Fast ER designs Good detection, very good estimation Excellent choice for designs where predictability is undesirable or where you want to factor in subject’s behavior


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