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Peer-reviewedCC BY 4.0Journal of AOAC International

STRATUM—structured framework for reporting, assessment, and translational utility of metagenomics

2 more authors

Abstract

Background: Metagenomic next-generation sequencing (mNGS) enables broad, untargeted detection of pathogens and microbial signals across complex sample types. However, the diversity of operational contexts, from regulatory enforcement to exploratory discovery, challenges the defining of analytical or interpretive standards appropriate across all applications. Variability in laboratory practices, bioinformatic methods, and reporting conventions continues to limit consistency and decision-maker confidence in mNGS results.

Objectives: We introduce Structured Framework for Reporting, Assessment, and Translational Utility of Metagenomics (STRATUM), a use-case–stratified framework that aligns QA, metadata reporting, and interpretive standards with the consequence and intended use of metagenomic sequencing outputs.

Methods: STRATUM is organized around five representative biosurveillance use cases spanning public health, food safety, environmental monitoring, synthetic biology detection, and national security. A three-tier interpretive model calibrates analytical rigor, validation expectations, and reporting requirements to decision consequence; from high-consequence regulatory and clinical determinations (Tier 1), through operational surveillance (Tier 2), to exploratory and hypothesis-generating contexts (Tier 3).

Results: The framework provides graduated guidance across key domains including sample preparation, sequencing design, controls and contamination governance, reference database curation, bioinformatics reproducibility, and multi-factor signal validation. Cross-cutting principles include explicit documentation of evidentiary bases, transparency in database and pipeline provenance, and defined escalation pathways when results transition between interpretive tiers.

Conclusion: Realizing the operational potential of mNGS requires evidentiary standards responsive to decision context rather than fixed across applications. STRATUM offers a consequence-tiered model for quality and reporting in applied metagenomics, supporting reproducible, transparent, and defensible sequencing-based surveillance across public health and biodefense domains.

Highlights: Introduction of STRATUM, a consequence-tiered evidentiary framework for applied metagenomics. Structured calibration of analytical rigor and reporting standards to decision context. Cross-use-case guidance spanning surveillance, regulatory, and national security applications.

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BibTeX
@article{russell2026stratumstructured,
  title = {{STRATUM—structured framework for reporting, assessment, and translational utility of metagenomics}},
  author = {Joseph A Russell and Ishi Keenum and Karen Jarvis and Haley Sanderson and Michael D Sussman and Kamil Khanipov and Joe Lacirignola and Amy Xiao and Jonathan M Phillips and Malcolm Johns and Bala Ganesan and Cameron Parsons and Benjamin Davis and Shanmuga Sozhamannan},
  journal = {Journal of AOAC International},
  year = {2026},
  month = sep,
  doi = {10.1093/jaoacint/qsag085},
  url = {https://doi.org/10.1093/jaoacint/qsag085},
  note = {CC BY 4.0},
}
RIS
TY  - JOUR
TI  - STRATUM—structured framework for reporting, assessment, and translational utility of metagenomics
AU  - Joseph A Russell
AU  - Ishi Keenum
AU  - Karen Jarvis
AU  - Haley Sanderson
AU  - Michael D Sussman
AU  - Kamil Khanipov
AU  - Joe Lacirignola
AU  - Amy Xiao
AU  - Jonathan M Phillips
AU  - Malcolm Johns
AU  - Bala Ganesan
AU  - Cameron Parsons
AU  - Benjamin Davis
AU  - Shanmuga Sozhamannan
PY  - 2026
DA  - 2026/09/09
JO  - Journal of AOAC International
DO  - 10.1093/jaoacint/qsag085
UR  - https://doi.org/10.1093/jaoacint/qsag085
AB  - Background: Metagenomic next-generation sequencing (mNGS) enables broad, untargeted detection of pathogens and microbial signals across complex sample types. However, the diversity of operational contexts, from regulatory enforcement to exploratory discovery, challenges the defining of analytical or interpretive standards appropriate across all applications. Variability in laboratory practices, bioinformatic methods, and reporting conventions continues to limit consistency and decision-maker confidence in mNGS results.  Objectives: We introduce Structured Framework for Reporting, Assessment, and Translational Utility of Metagenomics (STRATUM), a use-case–stratified framework that aligns QA, metadata reporting, and interpretive standards with the consequence and intended use of metagenomic sequencing outputs.  Methods: STRATUM is organized around five representative biosurveillance use cases spanning public health, food safety, environmental monitoring, synthetic biology detection, and national security. A three-tier interpretive model calibrates analytical rigor, validation expectations, and reporting requirements to decision consequence; from high-consequence regulatory and clinical determinations (Tier 1), through operational surveillance (Tier 2), to exploratory and hypothesis-generating contexts (Tier 3).  Results: The framework provides graduated guidance across key domains including sample preparation, sequencing design, controls and contamination governance, reference database curation, bioinformatics reproducibility, and multi-factor signal validation. Cross-cutting principles include explicit documentation of evidentiary bases, transparency in database and pipeline provenance, and defined escalation pathways when results transition between interpretive tiers.  Conclusion: Realizing the operational potential of mNGS requires evidentiary standards responsive to decision context rather than fixed across applications. STRATUM offers a consequence-tiered model for quality and reporting in applied metagenomics, supporting reproducible, transparent, and defensible sequencing-based surveillance across public health and biodefense domains.  Highlights: Introduction of STRATUM, a consequence-tiered evidentiary framework for applied metagenomics. Structured calibration of analytical rigor and reporting standards to decision context. Cross-use-case guidance spanning surveillance, regulatory, and national security applications.
SN  - 1060-3271
SN  - 1944-7922
ER  -