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Biological and Technical Replicates

Biological and technical replicates are two different approaches to making repeated measurements of an underlying biological phenomenon in biomedical research. It is generally a good practice to include both types of replicates in each experiment.

Broadly speaking, technical replicates are independently repeated measurements of the same sample using the same procedure. As such, these replicates represent independent measures of the noise (typically random) associated with protocols or equipment: They help measure the reproducibility of an assay and not the reproducibility of the underlying biological phenomenon. Biological replicates, on the other hand, are parallel measurements of biologically distinct samples. These replicates help capture the variation (random or otherwise) of the biological phenomenon under study and help measure its reproducibility. The distinction between technical and biological replicates is a functional one, in that it depends on which type of data variability—procedural or biological—they capture and not necessarily on how the replicates are obtained.

There is no one-size-fits-all formula for designing replicates that are optimal for a given experiment. The optimal design, including the optimal mix of technical and biological replicates in a given experiment, depends on the potential sources and magnitudes of variability in a given experiment and the questions that the experiment seeks to answer.

Historical Origins of the Replicate Nomenclature

Until the 1990s, much of the reproducibility testing in biomedical research, especially in the wet laboratory experimental sciences such as molecular and cellular biology, employed what would be considered technical replicates today. The push to systematically include biological replicates in experiments originated primarily in these fields in the 2000s with the widespread realization that biomedical research findings were not sufficiently reproducible, in large part because technical replicates by themselves did not properly account for the variability of the underlying biological phenomena. Major funding agencies in these fields, such as the U.S. National Institutes of Health, spurred the widespread adoption of the current replicate nomenclature and practices of replicate design by incentivizing researchers to employ both biological and technical replicates in their research as a way of enhancing the reproducibility of the research findings.

While the practice of quantitative measurements and statistical testing was much better established in many other fields of biomedical research, such as epidemiology, psychophysics, ecology and evolutionary biology, reproducibility of results was not necessarily commensurately better in these fields, arguably also because of poor replicate design.

Reproducibility Requires Representative Replicates

Research is primarily about learning general truths about the phenomenon under study. A set of findings is useful only to the extent that the same findings are obtained when the given experiment is independently but precisely repeated. The term reproducibility typically means this type of across-experiment reproducibility of the findings or conclusions and not of the measurements on which the conclusions are based. One accepts the mathematical reality that the measurements themselves will not be exactly reproducible from one instance to the next, be it within or across experiments, even as one expects the conclusions to be reproducible.

The only way one can draw reproducible conclusions based on inherently variable measurements is to use sound practices of statistical sampling and, where necessary, statistical testing. To the extent that the empirical measurements are truly representative of the underlying phenomenon, one can have a quantifiable degree of confidence, say 95%, that the conclusions will be reproduced when the experiment is exactly repeated. Thus, the key to obtaining reproducible results is to ensure that replicates as a group adequately represent the relevant statistical properties of the phenomenon of interest. This, in a nutshell, is the goal of replicate design: to ensure that the replicates are representative and that they adequately capture the study-relevant statistical properties, including the variability, of the phenomenon.

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