About these references:

This page contains key scientific publications relevant to phylogenetic analysis with IQ-TREE. Each reference includes clickable links to the original publication via DOI and PubMed entries where available. These papers provide the theoretical foundation and practical context for understanding maximum-likelihood phylogenetic inference and its application to DNA barcoding.

Primary IQ-TREE Publications

1. Nguyen et al. (2015) - Original IQ-TREE Publication

Citation:
Nguyen, L.-T., Schmidt, H. A., von Haeseler, A., & Minh, B. Q. (2015). IQ-TREE: A fast and effective stochastic algorithm for estimating maximum-likelihood phylogenies. Molecular Biology and Evolution, 32(1), 268-274.

Key Contributions:

  • Introduced IQ-TREE software: A fast, stochastic maximum likelihood phylogenetic inference tool
  • Novel tree search algorithm efficiently explores tree space using stochastic perturbations
  • Often finds trees with higher likelihoods compared to RAxML and PhyML (87.1% of test cases)
  • 2-10x faster than PhyML on large datasets while maintaining or improving accuracy
  • Built-in ModelFinder for automatic substitution model selection

Relevance to Course: IQ-TREE is the phylogenetic inference tool students use to build maximum-likelihood trees from their COI barcode sequences. Understanding its advantages helps students appreciate why it's preferred over older methods.

2. Trifinopoulos et al. (2016) - W-IQ-TREE Web Server

Citation:
Trifinopoulos, J., Nguyen, L.-T., von Haeseler, A., & Minh, B. Q. (2016). W-IQ-TREE: A fast online phylogenetic tool for maximum likelihood analysis. Nucleic Acids Research, 44(W1), W232-W235.

Key Contributions:

  • Web-based interface makes IQ-TREE accessible without command-line experience
  • Automated workflow handles sequence alignment, model selection, tree inference, and bootstrapping
  • Supports DNA, protein, codon, and binary morphological data
  • User-friendly, ideal for teaching environments and researchers without bioinformatics background
  • Real-time job monitoring and downloadable results

Relevance to Course: If students struggle with command-line IQ-TREE, the web server provides an accessible alternative. However, command-line version offers more control and is better for reproducible research.

3. Minh et al. (2020) - IQ-TREE 2

Citation:
Minh, B. Q., Schmidt, H. A., Chernomor, O., Schrempf, D., Woodhams, M. D., von Haeseler, A., & Lanfear, R. (2020). IQ-TREE 2: New models and efficient methods for phylogenetic inference in the genomic era. Molecular Biology and Evolution, 37(5), 1530-1534.

Key Contributions:

  • Major software update: IQ-TREE 2 with enhanced features for phylogenomics
  • New models: Mixture models, heterotachy, rate heterogeneity across sites
  • Gene and site concordance factors (gCF and sCF) for assessing phylogenetic signal
  • Better scalability and improved performance on genome-scale datasets
  • Polymorphism-aware phylogenetic models (PoMo) and improved parallelization

Relevance to Course: While students use basic IQ-TREE functionality, understanding that it's actively developed and incorporating cutting-edge methods shows that phylogenetics is a dynamic field.

Why IQ-TREE for DNA Barcoding?

4. Advantages for Teaching and Research

Why IQ-TREE is Ideal for Teaching:

  • Speed: Fast enough for classroom use (minutes, not hours)
  • Automatic model selection: Students don't need to understand complex substitution models
  • Ultrafast bootstrap: 100-1000 replicates in reasonable time
  • User-friendly: Relatively simple command-line syntax
  • Well-documented: Extensive tutorials and online support
  • Actively maintained: Regular updates and bug fixes

Performance Benchmarks:

  • 87.1% of test cases: IQ-TREE found higher likelihood trees than RAxML
  • 2-10x faster than PhyML on large datasets
  • Scales well to thousands of sequences

Relevance to Course: These features make IQ-TREE the optimal choice for undergraduate DNA barcoding phylogenetics, balancing ease of use with scientific rigor.

Verification Status

All citations verified on: November 4, 2025

Verification method:

High-confidence citations:

Note: These represent the core publications for IQ-TREE software. Students can cite these papers when using IQ-TREE in their research reports and presentations.

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