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The Z-factor is a measure of statistical effect size. It has been proposed for use in high-throughput screening (where it is also known as Z-prime,[1] and commonly written as Z') to judge whether the response in a particular assay is large enough to warrant further attention.
Contents

Background

In high-throughput screens, experimenters often compare a large number (hundreds of thousands to tens of millions) of single measurements of unknown samples to positive and negative control samples. The particular choice of experimental conditions and measurements is called an assay. Large screens are expensive in time and resources. Therefore, prior to starting a large screen, smaller test (or pilot) screens are used to assess the quality of an assay, in an attempt to predict if it would be useful in a high-throughput setting. The Z-factor is an attempt to quantify the suitability of a particular assay for use in a full-scale, high-throughput screen.
Definition

The Z-factor is defined in terms of four parameters: the means ( $$\mu$$ ) and standard deviations ( $$\sigma$$) of both the positive (p) and negative (n) controls ( $$\mu _{p}$$ , $$\sigma _{p}$$ , and $$\mu _{n}$$, $$\sigma_n$$). Given these values, the Z-factor is defined as:

$${\displaystyle {\text{Z-factor}}=1-{3(\sigma _{p}+\sigma _{n}) \over |\mu _{p}-\mu _{n}|}}$$

In practice, the Z-factor is estimated from the sample means and sample standard deviations

$${\displaystyle {\text{Estimated Z-factor}}=1-{3({\hat {\sigma }}_{p}+{\hat {\sigma }}_{n}) \over |{\hat {\mu }}_{p}-{\hat {\mu }}_{n}|}}$$

Interpretation

The following interpretations for the Z-factor are taken from:[2]

Z-factor Interpretation
1.0 Ideal. Z-factors can never exceed 1.
between 0.5 and 1.0 An excellent assay. Note that if $$\sigma _{p}=\sigma _{n}$$, 0.5 is equivalent to a separation of 12 standard deviations between $$\mu _{p}$$ and $$\mu _{n}$$.
between 0 and 0.5 A marginal assay.
less than 0 There is too much overlap between the positive and negative controls for the assay to be useful.

Note that by the standards of many types of experiments, a zero Z-factor would suggest a large effect size, rather than a borderline useless result as suggested above. For example, if σp=σn=1, then μp=6 and μn=0 gives a zero Z-factor. But for normally-distributed data with these parameters, the probability that the positive control value would be less than the negative control value is less than 1 in 105. Extreme conservatism is used in high throughput screening due to the large number of tests performed.
Limitations

The constant factor 3 in the definition of the Z-factor is motivated by the normal distribution, for which more than 99% of values occur within 3 standard deviations of the mean. If the data follow a strongly non-normal distribution, the reference points (e.g. the meaning of a negative value) may be misleading. Another issue is that the usual estimates of the mean and standard deviation are not robust; accordingly many users in the high-throughput screening community prefer "Robust Z-prime".[3] Extreme values (outliers) in either the positive or negative controls can adversely affect the Z-factor, potentially leading to an apparently unfavorable Z-factor even when the assay would perform well in actual screening .[4] In addition, the application of the single Z-factor-based criterion to two or more positive controls with different strengths in the same assay will lead to misleading results .[5] The absolute sign in the Z-factor makes it inconvenient to derive the statistical inference of Z-factor mathematically [6] . A recently proposed statistical parameter, strictly standardized mean difference (SSMD), can address these issues [5] [6] [7] . One estimate of SSMD is robust to outliers.

Z-score or Standard score
high-throughput screening
SSMD

References

Zhang JH, Chung TDY, Oldenburg KR (1999). "A simple statistical parameter for use in evaluation and validation of high throughput screening assays". Journal of Biomolecular Screening. 4: 67–73. doi:10.1177/108705719900400206. PMID 10838414.
Birmingham, Amanda; et al. (August 2009). "Statistical Methods for Analysis of High-Throughput RNA Interference Screens". Nat Methods. 6 (8): 569–575. doi:10.1038/nmeth.1351. PMC 2789971. PMID 19644458.
Sui Y, Wu Z (2007). "Alternative Statistical Parameter for High-Throughput Screening Assay Quality Assessment". Journal of Biomolecular Screening. 12: 229–34. doi:10.1177/1087057106296498. PMID 17218666.
Zhang XHD, Espeseth AS, Johnson E, Chin J, Gates A, Mitnaul L, Marine SD, Tian J, Stec EM, Kunapuli P, Holder DJ, Heyse JF, Stulovici B, Ferrer M (2008). "Integrating experimental and analytic approaches to improve data quality in genome-wide RNAi screens". Journal of Biomolecular Screening. 13: 378–89. doi:10.1177/1087057108317145. PMID 18480473.
Zhang XHD (2007). "A pair of new statistical parameters for quality control in RNA interference high-throughput screening assays". Genomics. 89: 552–61. doi:10.1016/j.ygeno.2006.12.014. PMID 17276655.

Zhang XHD (2008). "Novel analytic criteria and effective plate designs for quality control in genome-wide RNAi screens". Journal of Biomolecular Screening. 13: 363–77. doi:10.1177/1087057108317062. PMID 18567841.

Kraybill, B. (2005) "Quantitative Assay Evaluation and Optimization" (unpublished note)
Zhang XHD (2011) "Optimal High-Throughput Screening: Practical Experimental Design and Data Analysis for Genome-scale RNAi Research, Cambridge University Press"