Fischer, 2012
Fischer, 2012
Fischer, 2012
Author Manuscript
Curr Protoc Microbiol. Author manuscript; available in PMC 2013 May 01.
Published in final edited form as:
NIH-PA Author Manuscript
Keywords
Scanning electron microscopy; immune-labeling; EM specimen preparation; critical point drying;
sputter coating; specimen fracturing; microwave-processing; cryo-SEM; Quantum dots
With the increasing number of advanced imaging tools available, the utility of conventional
imaging techniques is often overlooked. In fact, the ability to visualize structures with the
high resolution achieved by using electron microscopes provides the foundation for
developing valid conclusions about functional relationships. Despite advances in other types
of light (LM), atomic force microscopy (AFM), and electron microscopy (EM), scanning
electron microscopy (SEM) remains distinct in its ability to examine dimensional
topography and distribution of exposed features. The ultimate resolution achieved is
controlled both by optimizing specimen preparation and instrumental parameters.
Preservation of biological structures in a manner that prevents decay under the high vacuum
necessary for a mean free path of travel for the electron beam is a primary concern.
Biological specimens are generally composed of non-conductive, thermally sensitive, fragile
material which if not stabilized results in specimen damage and imaging artifacts.
Specimens can be prepared through chemical and physical (i.e. cryo-preservation) methods
or both. Although cryo-preservation may be the preferred method for optimal near native
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Corresponding Author: Elizabeth R. Fischer Phone number: 406-363-9378 Fax number: 406-375-9742 efischer@niaid.nih.gov.
Internet Resources
Below are some common sources for electron microscopy supplies, reagents and useful tips for immune-labeling and MW processing
http://www.tedpella.com/
http://www.emsdiasum.com/microscopy/
http://www.2spi.com/
http://www.ebsciences.com/
Particularly useful MW theory and protocols from University sites
Sanders, M. at the University of Minnesota
http://www.cbs.umn.edu/ic/
Advanced Microscopy Facility, University of Victoria
http://www.stehm.uvic.ca/docs/prep/microwave/protocols.php
Below are additional resources for commercially available antibodies and small gold probes
http://www.invitrogen.com
http://www.nanoprobes.com/
http://www.aurion.nl/products/gold_sols.php
http://www.ebioscience.com/
Anaglyph method from Bob Mannle's website, Micro Format, Inc.
http://supercolorviewerpaper.com/advanced3-d.html
Adobe Photoshop
http://www.adobe.com/products/photoshop.html
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Specifically, Basic Protocol 1 provides some protocols and tips for chemical preservation of
animal tissues and cells, bacteria, viruses, and macromolecular specimens. Basic Protocol 2
provides options for specimen mounts and critical point or chemical drying, and Basic
Protocol 3 addresses the rationale for metal coating and alternatives. Additional techniques
for immune-labeling strategies with special considerations for correlative techniques are
outlined in Basic Protocol 4, and “affordable” specimen fracture is discussed in Basic
Protocol 5. Basic Protocol 6 describes stereo pair and anaglyph generation to produce 3-
dimensional (3-d) images. The Commentary section discusses basic theory and application
for both preparative and imaging techniques of biological specimens for SEM and offers a
troubleshooting guide for common problems.
There is no one method or condition that assures successful preparation and imaging for all
biological specimens, thus the user should be willing to experiment with preparative and
imaging techniques and technologies to achieve the desired results. The content of this Unit
is not meant to be exhaustive, but rather offers a starting point for biological specimen
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Safety Considerations
Preparation of biological specimens for electron microscopy includes biological, chemical,
and mechanical risks to the user. It is imperative to understand the requirements for proper
protection to minimize exposure in handling infectious agents, hazardous chemicals, and
operation of high voltage instrumentation. Pathogen specific information can be found in
CDC guidelines and should be handled according to risk (see Unit 1A.1) Consult your local
biosafety officer if needed. Common fixatives and embedding resins are highly toxic,
carcinogenic, oxidative, volatile, or radioactive, thus it is imperative to understand the
proper handling, use, and disposal according to approved safety and environmental
regulations. General requirements include performing protocols in an appropriate fume hood
wearing personal protective equipment (PPE) including lab coats, appropriate gloves, and
eye protection. Latex gloves are considered inadequate for most chemicals utilized for EM
preparative techniques, and nitrile gloves are generally more suitable, although selection
should be determined based on specific chemicals used. (See Units 1A, 1A.3 & 1A.4). The
associated instruments and technologies also pose potential risks related to high voltage,
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radiation, pinching hazards, liquid nitrogen use, and high pressure (critical point dryer).
Proper operation of instrumentation requires an understanding of the risks and precautions,
and heeding advice according to manufacturers' specifications
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solvent, such as ethanol (ETOH) or acetone and critical point dried through carbon dioxide.
Sample containers with appropriate-sized porosity and chemical tolerance should be used for
this purpose. Examples include polystyrene 24-cell well tissue culture plates (except with
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use of acetone or propylene oxide), microfuge tubes, glass vials, stainless steel and
polytetrafluoroethylene (PTFE or Teflon™) baskets with matching lids, which are available
from various EM supply providers.
Adherent cells can be grown on a variety of substrates including silicon chips, aclar,
membrane filters, Thermanox™ or glass coverslips. In recent years, silicon chips have
become popular mounting substrates for SEM imaging of widely varied types of samples.
They offer convenient dimensions for use with most SEM sample stubs, a virtually
featureless surface with minimal background electron emission, and better charge dispersal
properties than similar substrates such as glass or plastic polymers. Some cell types show
preference for a specific substrate. Experiments requiring use of polarized cells may require
cultures to be grown on transwell membrane filters.
Sample preparation for EM inherently introduces structural changes in specimens that can
lead to artifacts or loss of structure, which can be reduced with optimized preparative
techniques. The following methodologies provide a general protocol suitable for most
eukaryotic and bacterial cells and alternate protocols to meet specific circumstances.
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Materials
Eukaryotic cells grown in suspension or on solid substrate: Thermanox™, silicon chips,
aclar film, or transwell membrane filters, (available from Ted Pella, Electron Microscopy
Sciences, Falcon, and other sources)
Aclar typically comes in sheets, which can be cut or punched to desired size.
Primary fixative: typically 2.5 % GA and/or 4% paraformaldehyde (PFA) in 0.1 M
sodium cacodylate (CAC) or phosphate (PB) buffer, pH 6.8 – 7.4
Physiologically appropriate buffer: for instance Hank's Buffered Saline Solution
(HBSS)
Rinsing buffer: for example, 0.1 M CAC or PB (see recipes)
Buffer selection should include appropriate buffering capacity, pH, salt and ionic
strength.
Secondary fixative: typically 1% OsO4 in dH2O or reduced osmium with potassium
ferrocyanide (0.5%OsO4/0.8% K4Fe(CN)6) in dH2O or 0.1M CAC.
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placed in the container for critical point drying, if applicable, as shown in Figure
1. Any of these substrates can be sterilized by dipping in 70% ETOH and
allowed to air-dry if necessary.
Thermanox™ coverslips typically come sterile and cell-culture treated
on one side. Although this is not a factor for settling non-adherent cells,
it may be important to ascertain the correct side for adherent cell
cultures per manufacturer's orientation.
2a Adherent cells: Place one sterile coverslip, silicon chip (shiny side up) (Figure
2A), or membrane filter per well in 24-cell well plate. Label plate cover with
sample designation as desired using a water/ethanol proof-marking pen. Plate
adherent cells at approximate density of 1– 2 × 105/ml under sterile conditions
and conduct experiment.
2b Non-adherent cells: After the experiment wash and gently centrifuge cells
(>~500,000) cells per sample at (1000 – 2000) × g for (5 – 10) minutes in
microfuge tube with an appropriate physiological buffer (i.e. PBS or HBSS).
Remove supernatant and gently re-suspend in 50 μl of buffer.* Pipet suspension
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(Figure 2B) and allow to settle for 20 – 30 minutes and then proceed to step 4 as
for adherent cells.
Some specimens do not adhere well to plastic or glass substrates. Support Protocols
1 & 2 provides additional methods for improved adherence strategies.
*Often when the supernatant is removed, the pellet remains in a small volume of
liquid adequate for resuspension by simply flicking the tube with fingertip before
adding the buffer.
Silicon chips typically come pre-scored and attached to adhesive backing (Figure
2A). Simply peel chip off with tweezers and place in a 24-cell well plate for
convenient processing (Figure 2B). Liquid should be gently dispersed against the
side of the well to avoid direct pressure on the specimen (Figure 2C).
3 To fix, remove most of the media liquid but not all to avoid drying of sample,
which adversely affects ultrastructure. Briefly wash with buffer such as PBS or
HBSS.
4 In a fume hood, quickly but gently add ~0.5 ml primary fixative, typically 2.5%
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6 Wash 3 × 2 minutes with rinsing buffer, being careful to avoid drying of the
specimen.
7. Post-fix with 1% OsO4 in dH2O or 0.5%OsO4/0.8% K4Fe(CN)6 in 0.1 M CAC buffer
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for 30 – 60 minutes.
Transwell membrane filters should be placed in a new well half-filled with dH2O
for final washes and then ETOH for dehydration to avoid contamination by
insufficient osmium removal.
8 Rinse 1 × 2 minutes with rinsing buffer, and then 2 × 2 minutes with dH2O.
9 Dehydrate with a graded ethanol series by subsequent exchanges of the
following dilutions in distilled water as follows:
25% ETOH, 1 × 5 minutes for delicate specimens
50% ETOH, 1 × 5 minutes
75% ETOH, 1 × 5 minutes (specimen can be stored overnight at 4C at this
step)
95% ETOH, 1 × 5 minutes
100% anhydrous ETOH* 3 × 10 minutes (less time may be required for
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monolayers).
*Caution: ETOH and acetone are hygroscopic, and freshly opened solvent or stock
stored in a desiccator should be used for final 100% exchanges to avoid “wet”
ETOH which can induce drying artifacts.
10 Proceed to Basic Protocol 2 for drying options of specimen and then Basic
Protocol 3 for coating options.
of the specimen.
Additional Materials
8% Potassium ferrocyanide [K4Fe(CN)6 in 0.1 M CAC (optional)]
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If tissues exceed 1 mm3, the pieces should be transferred to a puddle or dish filled
with fixative, and while submerged, cut to 1 mm in at least one dimension for better
penetration of fixatives. This should be done in a fume hood! Most tissue pieces
can be stored at 4 degrees C for up to one week without noticeable effects.
Caution: Use of PB for tissue preparations can cause dense insoluble precipitate
formation in the presence of calcium. This is more evident by examination in a
transmission electron microscope (TEM) but can result in contaminants visible by
SEM.
2 Wash small tissue pieces 3 × 5 minutes with rinsing buffer.
3 Post-fix the tissue with reduced OsO4 (i.e. 0.5%–1% OsO4/0.8% K4Fe(CN)6 in
0.1 M CAC, pH 6.8 – 7.4) for 1 hr.
4 Wash specimen 3 × 5 minutes with rinsing buffer (i.e. 0.1 M CAC or PB, pH 6.8
– 7.4).
Large or dense tissues may require extended wash times to avoid precipitate
formation.
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The terrestrial lifestyle of insects and arachnids (such as ticks and mites) often results in
debris covering most of the exoskeleton, often obscuring structural details. Washing with
buffers proves insufficient for adequate removal of contaminants, whereas treatment with
solvents and sonication has been shown effective for use on hard ticks in a method described
by Dixon, et al. (2000). Alternatively, if solvent treatment damages a particular specimen,
Corwin's technique offers an alternative that includes application of an adhesive and careful
mechanical removal of the debris [Corwin, 1979]. Although the results of this technique are
excellent, it can be technically challenging.
The following procedure demonstrates the removal of debris from the surface of a soft tick
using the Dixon method.
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Additional Materials
Tick or mite
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Xylene
Acetone
Sonicator
1 Place tick in glass vial, microfuge tube, or appropriate container filled with 70%
ETOH for ~1 hr.
2 Manually remove any tissue still attached to tick mouth area with fine-forceps.
3 Place ticks in individual, sealable glass vials.
4 Dehydrate with 100% ETOH 2 × 1 hr.
5 Replace ETOH with dry acetone, and leave overnight at room temperature or at
4C, ensuring the glass vial is well sealed.
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It may be helpful to wrap parafilm around the lid to prevent evaporation of the
solvent.
6 Replace acetone with xylene and sonicate for 15 –30 minutes.
7 Wash with acetone 2 × 1 hr.
8 Proceed to critical point drying, mounting, and coating options in Basic
Protocols 2 and 3.
Figure 3A shows a relatively low magnification image of an un-cleaned tick where
debris is unapparent. At higher magnifications however, the debris obscures
structural detailsc (Figure 3B, D, & E) that are largely removed after additional
cleaning steps as shown in Figure 3 C & F.
such layers and matrices are poorly cross-linked when preserved with standard aldehyde
primary fixatives and are lost during further processing. If the biochemical nature of the
extracellular material is known, fixatives can be chosen to optimize preservation. If
unknown, it may be necessary to determine the best fixative empirically by testing multiple
crosslinking reagents. Minimizing immersion and agitation of samples in fluids during
processing is also helpful. The following protocol is intended for bacterial colonies on
excised pieces of agar-based solid medium. The protocol involves pre-fixing the samples
with osmium tetroxide vapors and allowing fixatives to diffuse through the substrate to
reach the colonies. The methods described can be modified as necessary for bacteria on
other types of substrata.
Additional Materials
Colonies grown on agar plates
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Alternatively, the mixture can be placed in an open container within the petri dish.
However it is beneficial to maximize the exposed surface area of the solution.
4 Remove blocks from the petri dish and place in wells of a 24-well tissue culture
plate or other convenient vessel. To each sample well, add a volume of primary
fixative sufficient to wet the agar block without allowing the fluid or meniscus
to reach the colonies. This will be approximately 0.5 ml depending on the
thickness of the agar block. Cover and let stand for 1–2 hr.
* Common primary fixatives include 2.5–4% GA in either 0.1 M PB buffer, or 0.1
M CAC buffer, at pH 7.2, 2–4% (DCCD) in either PB or CAC buffer, or buffered
mixtures of GA and PFA such as Karnovsky's fixative. (DCCD offers an alternative
to GA as a primary fixative, to cross-link carboxyl groups. Adding either alcian
blue or ruthenium red to the primary fixative can also enhance preservation of some
extracellular complexes, particularly those rich in carbohydrates as described in the
next section.
5 Aspirate the fixative and replace with an equal volume of rinsing buffer. Let
stand for 30 minutes. Repeat the step for a second wash to remove primary
fixative.
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6 Post-fix for 1–2 hr as above using 1% OsO4 in 0.1 M PB, or other appropriate
buffers such as 0.1 M CAC.
7 Wash the samples twice as in step 5 with dH2O.
8 Dehydrate samples using graded ETOH series.
Allow 1–2 hr per step for thorough diffusion through the agar blocks and colonies.
9 See Basic Protocol 2 for critical point drying steps.
Allow for thorough replacement of solvent with liquid carbon dioxide to avoid
collapse of the agar block.
10 Carefully remove agar blocks from the critical point dryer sample container. The
samples will be fragile, with very brittle colonies.
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Additional Materials
Colonies grown on agar plates or in suspension
2 After brief rinse with physiologically appropriate buffer, fix with alcian blue/
lysine mixture, typically 75 mM lysine in 0.075% (w/v) alcian blue, 2% PFA,
2.5% GA in 0.1 M CAC, buffered at pH 7.2, for 2 hours.
The GA should only be added immediately before use as it begins to instantly react
with the lysine. This will be evident as the color of the fixative immediately begins
to turn yellow.
3 Rinse 3 × 5 minutes with 0.1 M CAC, pH 7.2.
4 Postfix with 1% OsO4/0.8% K4Fe(CN)6 in 0.1M CAC, pH 7.2 for 1 hr.
5 Rinse 1 × 5 minutes with 0.1M CAC, pH 7.2, and 2 × 5 minutes with dH2O.
6 Dehydrate with graded ethanol series, starting with 25, 50, 75, and 95% ETOH
and three exchanges of anhydrous 100% ETOH prior to critical point drying and
sputter coating procedures outlined in Basic Protocols 2 and 3.
Figure 4 shows wild type Yersinia pestis (A) compared with a mutant (B) lacking
the gene Hms to express products involved with biofilm formation. Using GA
alone as a primary fixative, the wild type strain was morphologically
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indistinguishable from the mutant as the biofilm was virtually undetectable (data
not shown). When both were treated with the alcian blue/lysine mixture, the
difference was apparent.
Additional Materials
Particulates/macromolecules in water or volatile salt solution at desired concentration
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Additional Materials
Carbon conductive mounting tabs
Acetone
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Microfuge tubes, acetone resistant such as polypropylene (PP) or high density polyethylene
(HDPE)
4 Sprinkle particulate samples onto chips to the desired spatial density or apply
and fix as described in Basic Protocol 1 for non-adherent specimens.
5 Proceed to Basic Protocols 2 and 3 for proper drying and coating techniques.
Other desired substrates such as glass cover slips, planchettes, etc., can be coated
with adhesive as above. Other adhesive solvents may also be used. If other
substrates or solvents are used, it is recommended that they be tested for
compatibility with the adhesive and each other before using. Take appropriate
precautions to prevent contact with or inhalation of toxic vapors and dust from
samples, reagents, and solvents.
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Figure 5 provides an example of the process used to coat silicon chips for improved
adherence of agarose beads on which dendrocytes are attached. Without pre-
treatment, few or no beads remained attached to the chip.
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Additional materials
0.1 % poly-L-lysine in solution
Additional Materials
Laboratory wattage-controllable microwave oven (MW), vented into a fume hood
Specimens on SEM appropriate substrate (i.e. silicon chips, coverslips, etc.) in fixative*
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2. Post-fix with 0.5% OsO4/ 0.8% K4Fe(CN)6 in buffer 2 × [2 min on-2 min off-2 min
on] cycle at 80 Watts/24 degrees C, under vacuum (at 20 in. Hg).
3. Rinse specimen with appropriate buffer 2 × 45 sec in MW at 250 Watts/24 degrees
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C, without vacuum.
4. Stain with 1% TA in dH2O, 2 × [2 min on-2 min off-2 min on] cycle at 80 Watts/24
degrees C, under vacuum (at 20 in. Hg).
5. Rinse with dH2O, 2 × 45 sec in MW at 80 Watts/24 degrees C, without vacuum.
6. Stain with 1% UA in dH2O, 2 × [2 min on-2 min off-2 min on] cycle at 80 Watts/
24 degrees C, under vacuum (at 20 in. Hg).
7. Rinse with dH2O, 2 × 45 sec in MW at 80 Watts/24 degrees C, without vacuum.
8. Dehydrate with graded ETOH or acetone series as described in Basic Protocol 1,
using 50%, 75%, 95% ETOH, and 3 × 100% anhydrous ETOH exchanges for 45
sec each in the MW at 250 Watts/24 degrees C, without vacuum.
9. Proceed to critical point drying (Basic Protocol 2) and then coating (Basic Protocol
3).
Biological specimens are composed largely of water. Although environmental SEMs and
microscopes equipped with cryo-stages do not require water removal from specimens, the
conventional SEM still does.
If allowed to simply air dry, most biological structures would shrink, collapse and break due
to the surface tension of the water leaving the specimen. Solvent dehydration followed by
critical point drying (CPD) is the most common method for removing water from biological
specimens for SEM processing although chemical alternatives can also be used. As the name
implies, the specimen is heated to the critical point of the transition agent where at specific
temperatures and pressures the gas and liquid phases are indistinguishable. At this phase, the
agent can be slowly released as a gas, and the artifacts associated with shrinkage minimized.
The critical point for water and ETOH are high (approximately 374 degrees C at 217
atmospheres and 241 degrees C at 60 atmospheres respectively), but other agents such as
carbon dioxide (CO2) are in a range tolerable for most specimens (31.1 degrees C at 73
atmospheres). The following section provides a brief overview of critical point drying.
Alternate Protocol 6 describes a chemical alternative.
Additional Materials
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Specimen container
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3 Transwell membrane filter inserts can be removed by immersing the filter end in
a dish containing 100% ETOH (to avoid drying) and carefully cutting around the
rim of the filter with a scalpel as shown in Figure 7 A–C. The filter can then be
picked up with fine tipped forceps and placed in the CPD container as described
above.
4 Insert specimen holder into the chamber of the CPD instrument, filled per
manufacturers' recommendations with 100% ETOH. The chamber should be
cooled to approximately 10 degrees C or lower per manufacturer's specification.
Caution: Inspect O-ring for damage or debris and clean or replace if necessary.
Make sure the cover is properly placed and threaded as shown in Figure 8.
5 When chamber has reached 10 degrees C, the transition agent (i.e. CO2 from a
siphon tank) can be administered as indicated by the manufacturer. The
objective is to replace all of the ETOH with liquid CO2 prior to heating to the
critical point under pressure.
This step requires patience. Incomplete exchange of the transition agent or use of
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“wet” ETOH can result in dehydration artifacts. Slurry lines (Schlieren lines) will
be visible when mixing the transition agent with liquid CO2, and will no longer be
apparent after complete replacement. As the ETOH is fully evacuated, CO2, which
is less dense, will be released and form small dry ice pellets, causing startlingly
loud popping noises. A few additional exchanges should be performed at this point.
Larger specimens, i.e. tissues, may require additional and extended exchanges. It
can be helpful for these specimens, to let the CO2 permeate for an additional 15
minutes prior to final exchange and heating.
than a CPD. For many specimens the results can be equivalent [Nation (1983), Braet et al.
(1997), Lee and Chow (2011)]. The manner in which HMDS dehydrates without
compromising the underlying structure is poorly understood. It is speculated that HMDS
must crosslink proteins thereby strengthening the biological sample, enabling them to resist
collapsing as HMDS evaporates out of the specimen [Nation (1983)]. The following
compared the ultrastructure of HeLa cells after preparation with either a CPD or HMDS.
Additional Materials
Laboratory Microwave Oven with controllable wattage (optional)
Hexamethyldisilazane (HMDS)
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1 Fix specimen adhered to silicon chip or coverslips with 2.5% GA in 0.1M CAC
buffer for 30 – 60 minutes.
2 Wash cells 3 × 5 minutes with 0.1 M CAC buffer.
3 Post fix cells with 1% OsO4/0.8% K4Fe(CN)6 in 0.1M CAC, pH 7.4 for 30 – 60
minutes or alternatively in a laboratory microwave oven (see Support Protocol
3).
4 Wash 1 × 2 minutes with 0.1 M CAC buffer and 2 × 2 minutes with dH2O.
5 Dehydrate in 95% ETOH for 1 × 1 minute followed by 3 × 5 minutes in 100%
ETOH.
A graded ethanol series may yield better results.
6 Dehydrate 1:1 (HMDS:ETOH) for 5–15 minutes.
Longer incubation times may be required for tissues or thick
specimens.
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using secondary electron detection. In general there are two grades of sputter coating units
available: low vacuum systems, which are adequate for low magnification/low resolution
work, and high vacuum systems, which are necessary for high resolution imaging. Choice of
metal should be carefully considered depending on the application. Gold, gold/palladium or
platinum alloys, or platinum (Au, Au/Pd, Au/Pt, and Pt respectively) are common choices
for low resolution imaging. Iridium (Ir), tungsten (W), or carbon (C), provides better coating
for high-resolution imaging. When visualizing gold or other electron dense moieties, low-
atomic number elements such as chromium (Cr) are required to allow distinct backscattered
electron (BSE) detection. In all cases, application of a minimal layer is important to avoid
obscuring structural details. Although many of the concepts are universal for all coating
methods, the protocol described below is specifically outlined for an ion-beam sputtering
device. Other types of sputter coaters are discussed in the commentary section.
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Additional Materials
Microscope specific stage mount, i.e. aluminum stubs
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Fine-tip tweezers
Sputter coater
desired on stub.
After drying in a CPD, filters will naturally roll with cell side internalized. To
mount the specimen, simply lay the “roll” down and using a fine-forceps being
careful to avoid damaging cells, unroll, pressing gently on the tape as shown in
Figure 11 A–C. DO NOT USE silver paint for primary attachment of filters as it
will be absorbed through membrane and ruin the specimen, although it can be
applied sparingly around the filter!
4 After placement of specimen, contact between the specimen substrate and stage
mount can be improved by applying a thin layer of conductive paint around the
specimen as shown in Figure 12. Allow sufficient drying time prior to placement
under vacuum conditions in the sputter coater (i.e. 4h or overnight in a
desiccator).
Be sure to minimize the amount of paint on the applicator (i.e. brush) before
application to avoid paint spreading too far across the specimen. Tissues are
especially vulnerable as they may be particularly porous; it may be prudent to apply
small dabs of paint around the base of the tissue before or after sputter coating
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e. Apply voltage
f. Open gas valves to specified emission
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obviate the need for sputter coating for better visualization of minute topographical details
or improved visualization of gold particles used for immune labeling. Successive
incubations alternating OsO4 - TA – OsO4 – TA - OsO4 can introduce enough conductivity
into many specimens for direct examination in the SEM without further coating
requirements. Saturated thiocarbohydrazide (TCH) can be substituted for TA. In this
process, coined OTOTO, TA and TCH act as mordents for better adhesion of OsO4,
laminating layers of metal on membranes in particular.
1. Wash and fix specimens on suitable mounting substrate as outlined in Basic
Protocol 1, steps 1 – 7.
2. Rinse 3 × 2 minutes with appropriate rinsing buffer as described in Basic Protocol
1.
3. Stain 30 – 60 minutes with 1 % TA or saturated TCH in dH2O.
4. Rinse 3 × 2 minutes with rinsing buffer.
5. Repeat steps 2 and 3 until the following pattern has been achieved: OsO4 - TA –
OsO4 – TA - OsO4.
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(Figure 15 E & F). Note the difference especially in the appearance of projections
on the surface of the bacteria and host cell between the three different preparations,
in particular how smooth the surface features appear in Figure 15 E & F. It should
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labeling after a mild fixation followed by cell fracture as discussed in Alternate Protocol 8
below.
Additional information found in trouble shooting guide and discussion section
including proper controls, signal to noise, selection of gold probe size.
Additional Materials
Blocking buffer, i.e. serum free Bovine Serum Albumin (BSA) in 0.1 M Tris, PB, or PBS
buffer (see recipes).
Primary antibodies
side of the well, avoiding direct pressure on the sample. Be careful to prevent the
chips from floating (may need to press down on a corner using fine-tipped
tweezers).
3. Let the specimen incubate for 20– 30 minutes in fixative, then wash 2 × 5 minutes
in rinsing buffer (PB or CAC).
4. Block with 1% BSA/PBS for 10 minutes (pH buffered to approximately neutral).
5. Add primary antibody 1:100 in 1%BSA/PBS for 1 hr.
May need to determine both primary and secondary optimal
concentrations empirically; often a 10–100 fold increase in concentration
is required compared to LM or western blot concentrations.
6. Rinse 2 × 5 minutes w/ 1% BSA/PBS.
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7. Add secondary antibody: e.g. 1:20 colloidal gold in 1% BSA/PBS for 30 minutes -
1 hr.
8. Rinse 3 × 5 minutes w/ PBS.
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Fix as described in Basic Protocol 1 if using Cr for sputter coating (see Basic
Protocol 2) or Alternate Protocol 7 if the OTOTO method will be used.
Size of gold should be carefully determined depending on the anticipated
magnification being used. Typically 20 – 40 nm gold particles allow viewing at
both low and high magnification (Figure 16 A), whereas smaller gold probes of 5 –
10 nm requires imaging at higher magnification (Figure 16 B).
Additional Materials
Small diameter (<1.5 nm) gold conjugates: Nanoprobes Nanogold or Aurion Ultrasmall gold
Deionized water
1. Plate cells on Thermanox™ coverslips or silicon chips in 24-cell well plates. Infect
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Fischer et al. Page 19
6. Permeabilize in PBS + 0.01% saponin (titrate saponin; range = 0.005 – 0.05) (Make
fresh daily) for 5 minutes.
7. Block with 1% BSA/PBS for 10 minutes.
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4. Postfix with 1% OsO4 in dH2O for a minimal amount of time (i.e. 15 minutes for a
monolayer).*
Avoid use of CAC buffer after enhancement as it diminishes the
enhancement.
5. Proceed as above for immune-labeled specimens using steps for OTOTO (Alternate
Protocol 7) and then CPD (Basic Protocol 3 or its alternative). Following CPD,
fracture cells to view internal structures as shown in Figure 17, and if OTOTO is
not used, sputter coat with 15 – 20 angstroms of Cr as described in Basic Protocol
3.
*Osmium tetroxide should be minimally used to avoid excessive etching of silver
used for enhancement. Alternatively, etching can be avoided by performing gold
enhancement. For this reason, it may be advantageous to omit the OTOTO step and
coat with Cr if possible.
During recent years, fluorescent nanocrystals known as quantum dots (Q-dots) have been
adapted for specific biological labeling of a wide variety of molecules. Q-dots are readily
detectable on standard fluorescent microscopes with little or no loss of photoluminescence
over time. Furthermore, Q-dots are sufficiently electron dense for detection by TEM.
Because emission wavelength is directly related to size, different size classes with distinct
molecular targets can be applied to single samples, allowing identification of multiple
targets simultaneously by either fluorescent or ultrastructural analysis. Using conductive
fixation methods, carbon coating, and low electron beam potential, Q-dots can be detected
on cells by SEM with significant spatial resolution, providing a useful tool for correlative
techniques when identifying rare or transient events [DeLeo and Otto (2008)].
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Additional Materials
Secondary antibody conjugate, for example, goat anti-rabbit 655 nm quantum dots
(Invitrogen, Inc. or eBioscience)
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Globulin-free BSA
Pre-fixation (suggested to immobilize specimen)
1. Wash samples adhered to silicon chip or coverslip 2 × 1 minute with an appropriate
buffer such as PBS or HBSS, to remove residual medium components.
2. Fix with 4% PFA/ 0.1% GA in PBS for 15–30 minutes.
3. Wash 2 × 15 minutes with buffer.
4. Block with 2% globulin-free BSA in PBS for 15 minutes.
5. Replace the blocking solution with diluted primary antibody in blocking buffer 30
minutes at room temperature or overnight at 4 degrees C.
Titration of antibodies and incubation time may need adjustment to
determine optimal conditions.
6. Wash 2 ×15 minutes with blocking buffer.
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Fluorescently labeled small particle gold can also be used for correlative studies.
Growing cells on glass coverslips and substituting fluoronangold as the secondary
as described in alternate protocol 8 allows visualization by LM. Gridded coverslips
can be particularly helpful in locating specimens in the SEM after viewing by LM.
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Additional Materials
Scotch tape, syringe, scalpel, or micro-dissection scissors
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Eyelash brush
1. After specimen is appropriately fixed and dried (see Basic Protocols 1 & 2 or
alternatives), mount on SEM stub as described in Basic Protocol 3.
2. Prior to sputter coating (Basic Protocol 3), lightly touch mild adhesive tape (Figure
19) i.e. Scotch tape to surface of specimen to remove surface membranes or outer
cell wall.
3. Alternatively, a syringe tip or scissors can be used to disrupt larger tissues, and the
exposed areas should be lightly manipulated with an eyelash brush to desired
location and pressed around the edges gently for good contact on adhesive mount.
4. Proceed to sputter coating steps as desired as described in Basic Protocol 3.
Care must be taken not to apply excessive pressure or too much material
may be removed.
Figure 20 shows the random fractured appearance of specimens after disruption by
Scotch tape (A), a syringe tip (B), or exposure after cutting with micro dissection
scissor (C).
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Additional Materials
Stereo pair*
include one image at 0 degree tilt and the second at 4–8 degrees, retaining the same
field of view. Make sure that image rotation is off if applicable.
PC control key short cuts are utilized in the example below; Mac users should use
the command key.
1. Align stereo pairs in an orientation such that when eyes are crossed, a 3-d image is
observed. Typically this is achieved by rotating the image 90 degrees counter
clockwise, and placing the 0 tilt image on the left, although dependent on
microscope stage design. Sometime the tilt is already in the orientation illustrated
above and rotation is not necessary. Adjust contrast and brightness of both images
to desired levels. (Figure 21)
2. Convert both images to `RGB' to split the red, green, and blue channels. (Figure 22)
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3. Click the image on the left; select the red channel, then select All (Ctrl + A), then
cut (Ctrl + X) to remove the red channel from the image. Note that the red channel
now appears blank. (Figure 23)
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4. Click on the right image, select the red channel, then select All (Ctrl + A), then
copy (Ctrl + C).
5. Click back on the left image, and then paste the previous selection (red channel
from right image) on the left image by pasting the red channel (Ctrl + V). (Figure
24)
6. Now select the RGB channel on the right window, and view the anaglyph using
red/blue glasses. (Figure 25)
With this particular orientation, the red lens is placed on the left eye. If the
orientation was backwards, try using the red lens on the right eye, or
flipping the image around 180 degrees. If image rotation was used during
image capture, the anaglyph needs to be tilted accordingly.
solutions are available from electron microscopy supply companies, (e.g. Electron
Microscopy Sciences, and Ted Pella) and can be purchased as ready made kits, or diluted to
desired concentrations using 0.2 M CAC or 0.2 PB and dH2O.
After exposure to air, GA and PFA begin to break down into glutaric and formic
acid respectively, causing structural artifacts. Opened vials should be used within a
day of opening. Working or stock solutions can be aliquoted into smaller volumes
(i.e. 4 – 10 mls), into a freezer safe labeled container, i.e. PE tube, and sealed with
parafilm. The solutions can be stored up to 6 months in a non-defrosting −20
degree C – (−80) degree C freezer.
PFA from powder—For 8% PFA stock solution, in 150 ml or larger beaker, add 8 grams
of PFA powder (Fisher Scientific) to ~95 mls of dH2O. Heat to 60 degree C while stirring,
then add 1N NaOH drop wise until solution clears. Bring up to 100 ml with dH2O and filter.
Keep frozen aliquots in appropriate freezer vials sealed with parafilm at −20 – (−80) degrees
C up to 6 months until ready to use.
Alcian blue-lysine additive in GA/PFA fixative—In a fume hood using nitrile gloves,
for 5.5 mls of fixative, add 750 μl of 0.5 M lysine-HCl to 1 ml of 10% PFA in dH2O. Add
2.75 mls of 0.2 M CAC, pH 7.2 and 500 μl of 0.75% (w/v) alcian blue. Mix solution. Just
prior to adding fixative to your specimen, (it reacts immediately with the lysine) add 500 μl
of 25% glutaraldehyde in dH2O.
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Mix three parts solution A with one part solution B, and add sodium periodate (NaIO4) to a
final concentration of 0.01 M (i.e. 2.13 mg NaIO4/ml of A + B mixture). Add the
glutaraldehyde just prior to use. Final concentrations: 2% PFA, 0.01 M periodate, 0.075 M
lysine, and 0.075 M PB. It is also possible to use a final concentration of 4% PFA for better
ultrastructural preservation. GA can be added just prior to fixing, and the concentration
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Add 53.65 g or sodium phosphate dibasic heptahydrate (or 28.4 g anhydrous) to 1L of dH2O
To make a 0.1M PB with approximate pH of 7.4, add 57 mls of monobasic stock to 243 mls
of dibasic stock and bring up to final volume of 600 mls with dH2O. For a solution with pH
of 7.2, 84 mls of monobasic stock solution can be mixed with 216 mls of dibasic stock
solution and brought up to 600 mls as described above. PB buffers can be stored at room
temperature or at 0 – 4 degree C, however they are susceptible to microbial contaminants,
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To 1L of dH2O, add 2.42 grams of Tris-acetate, 1.3 grams of sodium azide (NaN3), 9 grams
of NaCl and mix until all solids have dissolved. Add 0.1% (w/v) BSA and 1% (v/v) Tween
20 to mixture to complete the solution for use in diluting antibody concentration. The
addition of azide impedes bacterial growth, and the buffer can be stored at 4 degrees C for
up to 12 months.
Additional 1 – 3% (w/v) BSA, non-fat dry milk, or (v/v) fish gelatin, normal serum from
fetal calf, donkey, mouse, sheep, goat, or rabbit can be added to Tris or PBS to make the
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Commentary
Background information
Fixation techniques for SEM—The addition of inorganic compounds to stabilize and
add contrast to biological materials by nature induces artifact. Despite this, steps can be
taken to minimize the impact of chemical fixation to answer scientific questions. Early in the
field of electron microscopy it was realized that fixation techniques utilized by light
microscopists were inadequate for quality preservation of biological specimens at the
resolution by EM. Seminal papers by Palade and Sabatini describe the benefits of OsO4 and
aldehydes, respectively [Palade, (1951)] and [Sabatini, et al. (1963)]. Although many
permutations have evolved, the basic protocols for chemically fixing biological specimens
for electron microscopy still use aldehydes for primary fixation and OsO4 for secondary
fixation. Ultimately, the specimen, the scientific questions being asked, and the availability
of preparative and imaging tools determine the optimal protocol for a given experiment. An
organism may require additives to the primary fixative to stabilize delicate structures; a
tissue may require additional processing steps if immersion in primary fixative proves
inadequate. Other specimens may require removal of components to expose a region of
interest either through chemical or mechanical methods. Additional steps to increase the
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bulk conductivity of a specimen may be critical to prevent charging or improve the ability to
visualize gold particles. The pH, temperature, and time are all factors that may need to be
adjusted depending on specific requirements of the specimen.
Access to the most advanced instrumentation cannot improve poorly preserved specimens:
garbage in = garbage out. Overgrown or “old” cell cultures can be structurally compromised
before fixation begins, and when trying to make conclusions about pathology, proper
controls are essential. Ultrastructural changes occur immediately post-mortem, and tissues
should be harvested and placed into fixative as quickly as possible; perfusion may be
necessary for optimal results. Great care must be taken to avoid exposure to air during fluid
exchanges. Specimens should be fixed with minimal disruption to their optimal
environmental conditions and consideration of preferred pH, salt concentration, and ionic
requirements can assist greatly when selecting appropriate buffers for fixatives. Size of the
specimen should be evaluated both for adequate penetration of fixative and for size
limitations imposed by the microscope stage and lens geometry. The general guideline for
adequate penetration of the primary fixative is a maximum of 1 mm in at least one
dimension. However, this can vary tremendously depending on the specimen porosity,
rigidity, and density. For example, lung tissue contains large void areas for gas exchange;
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luminal organs such as intestinal pieces may provide a port of entry through tubular space
for better access to internal structures. Insects or other specimens with rigid cell walls may
require only dehydration and coating for surface imaging. Bulk materials such as protein
complexes may simply be air dried on a suitable substrate. Some specimens may be pre-
treated to remove impeding structures. For instance, an epithelial airway may contain a
mucous layer completely obscuring the surface of the cells. It may be necessary to
mechanically or chemically remove such layers.
There are many extensive and comprehensive sources discussing and evaluating the
chemistry for most compounds used for EM [Hayat (1993)], and of course familiarity with
the literature on similar specimens can provide a starting point.
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Biological specimens are composed of low atomic number elements thus when the electron
beam strikes the sample, the penetration is deep giving rise to a large interaction volume as
the energy is absorbed within the specimen. The scattered electrons come from such a broad
range around the point of entry that the resolution is greatly reduced. Deep penetration also
contributes to loss of signal within the sample.
to improve signal, although fine structures may be obscured. Balance between enough and
excessive coating must be evaluated and is determined by the desired magnification and
resolution. The major types of sputter coaters consist of low (<10 −3 Torr) or high vacuum
(> 10−6 Torr) systems, and are briefly discussed below.
Evaporation systems are typically composed of a vacuum chamber connected to pumps able
to achieve fairly low pressure. The target source is heated and, as the metal begins to
evaporate, falls through the chamber onto the specimen. Since the flow is directional
(material evaporates as an expanding void with the deposited portion comprising a range of
solid angles from the source), the stage should be able to rotate and tilt for adequate
deposition in areas that are not in direct line of site from the target. The films are generally
quite thin, around 10 angstroms, but the system is limited to metals with a relatively low
melting point as heat generated within the system can be damaging to a specimen.
Sputter coating with low vacuum systems coats by “chunk” deposition of metals to create
large grain films that may be visible at high magnifications, although acceptable for viewing
at low to mid-range magnifications. Magnetron sputter coaters are composed of a vacuum
chamber but intentionally operate at higher pressure than evaporators. The chamber is
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evacuated and the system is then flooded with an inert gas such as argon. Ionization is
caused by the voltage applied between the cathode and ground at low pressure. The current
is a result of flow of ions between the cathode and ground. The target is composed of a
metal usually in the shape of a donut or disc and a magnet. Negative ions are repelled by the
cathode and travel toward grounded surfaces (those that pass through the magnetic field
spiral and are deflected according to the ionic charge and momentum, and the density and
orientation of the magnetic field). They are attracted to the magnet and divert away from the
sample, avoiding damage. Positive ions are attracted to the cathode (metal target) and erode
the metal, which falls by force of gravity to the bottom of the chamber onto the specimen. In
this low vacuum system, there is a short mean path of travel causing metal to move
erratically through the chamber, resulting in omni-directional coating of the specimen.
Ion beam sputter coating also erodes metals from a source for deposition on a sample but in
a different manner. In this case, the system is under low pressure, and an electrostatic field is
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Fischer et al. Page 26
generated within a gun assembly. When argon is introduced into the field, gas ionizes and is
directed into a collimated beam towards a target. The specimen should be tilted and rotated
to achieve a continuous coating. Ion beam sputtering has an advantage over the magnetron
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system in being able to produce a very fine film and over the evaporator system in that it
doesn't require the use of low-melting point metals. Final grain size and thickness of the film
can be more accurately assessed by TEM analysis of sections cut from resin blocks on which
a film has been deposited.
electron dense probe and may require modifications for visualization by both light and
electron microscopy. Burghardt and Drolesky provide many useful insights and tips in their
TEM protocols that can also be applied to immune labeling for SEM [Burghardt and
Drolesky, (2006)].
Microscope parameters
When the specimen is finally ready for examination in the microscope there are several
parameters controlled by the operator that can greatly affect the quality of an image.
Optimization often involves compromise. Improved depth of field usually requires sacrifice
in resolution; higher theoretical resolution achieved by higher voltage may be undone by
increased depth of beam penetration. Spherical and chromatic aberrations and astigmatism
are all factors that can prevent quality imaging. Basic adjustments that can be applied
universally will be discussed in the following section.
Fixatives are an imperfect solution. They are highly extractive, and can induce
rearrangement and disruption of cellular and subcellular structures. The goal is to minimize
deleterious effects and preserve structures representative of their natural state. Table 1
provides a quick reference to address common problems, causes and possible solutions.
Fixative penetration can be slow, and although more apparent in TEM, should still be
considered a factor for SEM preparations as it may result in shrunken tissue or poorly fixed
internal structures. Tissues require longer exposure time than cell monolayers. GA remains
the most utilized primary fixative and is a strong cross-linker of proteins although dense
materials may fix better if fresh PFA is added in conjunction with the GA [Karnovsky,
(1965)]. Although PFA does not crosslink as quickly as GA it penetrates tissues more
rapidly. This may be more critical for TEM preparations, but can be useful for SEM
preparation of dense specimens. Addition of malachite green (MG) to the primary fixative
with subsequent osmication stabilizes particular classes of lipids [Lawton, (1989)]. Addition
of ruthenium red [Luft (1971)] or alcian blue/lysine [Fassel, et al. (1997)] mixtures to the
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primary fixative can stabilize polysaccharides that are routinely lost during conventional
processing. Generally, room temperature addition of fixative is acceptable although in some
cases it may be less extractive to perform the steps at 0 – 4 degrees C.
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There are a variety of buffer choices used for EM specimen processing. The most commonly
used are PB and CAC buffers, which are thought to be less extractive than other buffers. PB
buffers are thought to most mimic cytoplasmic environments but have a short shelf life as
they easily support bacterial growth and can contaminate specimens when they produce
electron dense precipitates in the presence of calcium ions. CAC buffer works equivalently
to PB without the concern for precipitates. However, it contains arsenic, and thus is a
hazardous waste, but it has a longer shelf life. Buffers such as HEPES and PIPES are non-
toxic and ions can easily be added although they may not be as effective in buffering
capacity as CAC or PB. The buffer must be compatible with the specimen of interest.
Tris should not be used during primary fixation with aldehydes as it reacts
with GA—Addition of heavy metals to biological specimens provides both structural
stability and elemental contrast that is important for imaging by electron microscopy. OsO4
stabilizes both lipids and proteins. Addition of TA and UA can also increase bulk
conductivity of a specimen, enhance membrane stabilization, and improve overall contrast.
With successive rounds of OsO4 and TA or TCH as outlined in the OTOTO protocol,
enough metal may be infused in the specimen to obviate the need for additional metal
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coating.
Although this Unit is limited to room temperature sample prep for SEM, Figure 26
demonstrates the extraction of cytoplasmic elements in chlamydia infected HeLa cells that
were high pressure frozen and freeze fractured following either a brief exposure to PFA (A)
or fixation with GA /0.1% MG followed by OTOTO (B). Note the obvious extraction of
cytoplasmic elements in the more extensively fixed specimen, which for some studies may
be preferred to expose features of interest.
transition agent in the CPD. Surface tension can be reduced with ETOH or acetone. For
delicate specimens, a graded series of solvent may be required to prevent damage, and then
subsequently replaced with CO2, which can reach its critical point, reducing surface tension
to zero under tolerable temperature and pressure for most biological specimens. The gas is
slowly released and the structure should remain largely intact.
Some specimens may not fit in a CPD, or may be unable to withstand the turbulence for
which there are chemical alternatives such as HMDS. Although best application is for rigid
specimens, chemical alternatives can be useful for some delicate specimens.
After drying, specimens are mounted on a SEM mount or stub that is microscope specific.
The specimen can be placed on a conductive adhesive and/or attached using conductive
paint and allowed to dry. Tissues or cell layers can be mechanically fractured to expose
internal structures using an adhesive tape gently applied to the surface or with a scalpel or
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syringe tip depending on the tissue. The sample should be coated after fracturing so a
conductive layer is applied to newly exposed surfaces.
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Metal selection will be somewhat determined by available equipment although there are
several points to consider. Conductivity is of major importance. Metals such as silver, gold,
and copper all have good conductivity. During metal deposition, the metal coats the surface
of the specimen and initially serves to nucleate a film as more metal is deposited. Gold is
susceptible to thermal fluctuation, expanding and contracting which can cause cracks and
impede conductivity. It also has a strong cohesive force with itself, and as it migrates can
form puddles of gold interfering with surface topography. Frequently gold targets are mixed
60:40 with palladium (Au/Pd) to reduce the cohesiveness and prevent clustering. With
improved resolution of modern microscopes, the Au/Pd mixture can interfere with high-
resolution imaging. Alternatives that provide consistent and more refined layers include
iridium and chromium. Iridium provides better elemental contrast and chromium with its
lower atomic number doesn't interfere with gold visualization, although is more easily
oxidized and not as stable over time. Charge variation on the specimen surface can prevent
even distribution of the metal, and wettability can be improved by depositing a light layer of
carbon or chromium prior to addition of the heavier metal.
Topography of a specimen can be enhanced by coating at a fixed angle with a heavy metal
and then adding a continuous film of a lighter element. For instance, in Figure 28, proteins
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were fixed on a silicon chip, critical point dried, and then rotary shadowed with iridium (A)
or shadowed with Pt followed by rotary shadowing with carbon to improve conductivity (B).
Note the difference in apparent dimensionality created by application of Pt from a fixed
angle to create a shadow effect. It should be noted that at higher magnification, the grain
size of the Pt becomes obvious.
In some instances such as gold or quantum dot labeling, impregnating specimens with heavy
metals may provide enough conductivity to a specimen making coating unnecessary as
described in Alternate Protocol 7.
Immunology
The ability to localize antigens is an incredibly powerful tool. Electron dense probes such as
colloidal gold, Nanogold, Aurion Ultrasmall gold, or quantum dots, allow high spatial
resolution of macromolecular structures to provide superior insights into cellular and
subcellular composition and functional relationships. Although there are many reagents to
choose from and permutations to improve labeling, it is helpful to understand some basic
strategies including the labeling, chemical and mechanical post-processing, necessary
controls, and interpretation of results.
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All protocols involve specific labeling with a primary antibody or probe, either directly
conjugated to or subsequently labeled with an electron dense probe. Optimal concentrations
should be experimentally determined through titration of both primary and secondary
antibodies.
Gold colloids are usually complexed with species-specific secondary antibodies. In most
cases it is time and cost effective to purchase commercially available probes. Gold probes
can vary in size from <1 nm – >80 nm. For directly viewing gold in an SEM, 20 – 40 nm
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size particles are generally preferred for ease of visualization at mid-range magnifications.
Steric hindrance may impede efficiency of binding and in this case smaller gold probes may
be beneficial. If using Nanogold or Aurion Ultrasmall gold, the signal can be amplified
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Plan ahead! Proper controls are absolutely essential for proper analysis of the results. The
controls should include, where appropriate, uninfected cells, non-expressing cells, isotype
matched irrelevant primary antibody control, known positive antibody control, secondary
only (substitute blocking buffer for primary), and if applicable, silver or gold enhancement
only controls. Some degree of non-specific (background) binding is almost always
inevitable. Tips for reducing background labeling are in Table 2. Figure 29 shows three
different labeling outcomes. The focal plane in Figure 29 A suggests that the bacteria are
well-labeled, although at closer inspection, excessive background gold is evident, clouding
interpretation. Figure 29 B shows labeling that appears specific above a lesser amount of
background levels, and (C) shows a highly specific interaction with little or no background
labeling.
Immune-labeling for SEM, in general, labels surface exposed antigens and the immunology
is usually performed following mild fixation, usually 2 – 4% PFA in suitable buffer to
immobilize a cell (this is not always necessary for viruses, bacteria, or macromolecular
complexes unless required for biosafety or for stabilization). Figure 30 demonstrates specific
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labeling of material that appears to have sloughed off during preparation, suggested by what
appears to be specific labeled material on the mounting substrate. Stabilization of the
structure, by addition of alcian blue-lysine to the primary fixative, resulted in successful
retention of structures as shown previously in Figure 4.
Blocking steps often help reduce non-specific binding and can include nonfat milk, fish
gelatin, globulin-free bovine serum albumin or fetal calf serum. Addition of salts such as
sodium chloride or potassium chloride, or mild detergents such as Tween 20 can help reduce
background excess. The blocking buffer or a reduced protein version should be used as a
vehicle for the primary and secondary antibodies, and the washing steps in between. The
number and duration of washes can help reduce excess binding. After labeling, specimens
should be thoroughly rinsed with buffer and dH2O to remove excess gold, and then the
specimen processed according to preferred protocol.
Choice of gold size and metal coatings should be carefully considered. Chromium or the
OTOTO methods do not obscure most gold particles. Enhancement of the gold prior to
coating can add elemental contrast for viewing. Microscope specific parameters will be
discussed in the following section.
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Although cryo-SEM techniques are not discussed in the Unit, it is worth pointing out that
this technique also allows viewing labeled specimens by freeze fracture after high pressure
freezing and could be useful for complementary techniques as shown by cryo-SEM and
room temperature TEM in Figure 31 A & B respectively.
Microscope Settings
The following section offers practical guidelines for imaging biological specimens by SEM
and Table 3 and 4 offer suggestions for ameliorating specific conditions. A more complete
discussion behind the theory and limitations of microscope resolution and operations can be
found in a variety of sources [Goldstein, et al (2002)].
In theory, higher voltages, smaller apertures, smaller spot sizes, and shorter working
distances are tantamount to better resolution. In practice, however, optimal settings vary
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There are two types of scattering events that occur as the electron beam strikes a surface,
elastic or inelastic, and depending on the event, cause either backscattered or secondary
electrons that can be preferentially detected. Elastic scattering events occur when the
electron beam strikes the specimen and deflects with little or no loss of energy, and the
electron “bounces” off the sample as a backscattered electron (BSE). BSE generation is
greater for higher atomic numbered elements and the frequency of interactions in a
biological specimen labeled with 20–40 nm colloidal gold is much greater with the gold
atoms than on adjacent carbon atoms. Thus, more BSEs are generated providing elemental
contrast to allow identification of gold particles on biological specimens. BSEs are
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selectively collected by backscatter detectors. Inelastic events occur when electrons striking
a sample interact with other electrons, and with great loss of energy, cause emission of
secondary electrons and characteristic X-rays (which can be used for elemental analysis).
Secondary electron images are produced based on specimen topography and detector
geometry, and thus are collected to image surface contour. Biological specimens are
susceptible to deep penetration by the electron beam, and the resulting interaction volume
can result in loss of signal or generation of secondary electrons from a broad depth that
degrades resolution. Adequate coating, metal impregnation, and appropriate voltage
requirements based on the specimen should be considered to optimize imaging conditions.
A lower voltage beam is more susceptible to the effects of chromatic aberration, results in
lower signal, but does not penetrate the specimen as deeply. The “correct” voltage is sample
dependent (Figure 32). For lightly coated specimens, imaging with a field emission SEM at
2 kV (Figure 32 A) provides adequate signal and good definition of surface features. For cell
monolayers or most tissues with adequate coating, 5 kV generally provides better signal
without excessive beam penetration (Figure 32 B). Higher voltage at 10 kV in this case may
result in loss of resolution due to deep penetration of the electron beam. Note the ghost-like
appearance in Figure 32 C.
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Conversely for specimens that lack depth, increasing voltage may improve both signal and
resolution as shown in Figure 33. In this case protein fibrils processed by OTOTO that were
uncoated showed charging artifacts (Figure 33 A). When the same preparation was coated
with 20 angstroms of chromium, imaging at higher voltage allowed better visualization of
surface topography (Figure 33 B – E). Specimens shadowed with 15 angstroms of Pt and
rotary coated with 20 angstroms of carbon obscured fine detail and metal grains became
more evident (Figure 33 F).
Depth of field—One of the great features of SEMs is the tremendous depth of field
capacity. Relatively large objects can be imaged entirely in focus if the working distance is
set accordingly. Again, compromise may be required. Placing an object closer to the
objective lens will increase the resolution but it also limits the focal plane. The “correct”
working distance is established by the desired imaging effect or limitations of the stage. For
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Fischer et al. Page 31
also depend on detector geometry and how much signal is sacrificed when using long
working distances. Figure 34 shows an HIV infected lymphocyte at 5 mm versus 17 mm
distance from the objective lens. Note that although the “top” of the cell is well focused in
Figure 34 A, the image becomes blurred quickly in the background compared to the cell in
Figure 34 B, where the cell and background substrate are both in focus.
Apertures are inserted to reduce spherical aberration. In theory smaller apertures are most
effective, but the compromise is reduction in signal. Objective apertures typically range
from 30 – 100 μm in diameter. Generally, 50 μm apertures are suitable for most
applications. Since elemental contrast is dependent on number of beam interactions, a larger
aperture may provide better signal and improved contrast. After the electron beam and
apertures have been centered, it is important to correct for astigmatism. This is most easily
accomplished by going through focus and using the stigmator control, correct the stretch in
the image, first in one direction, and then in the other. Several iterations of this must
sometimes be performed to refine the images. Figure 35 demonstrates the difference
between astigmatism in the × direction (A), y direction (B), corrected but out of focus (C),
well stigmated and focused (D).
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Charge artifact—Entropy is induced when the electron beam strikes a specimen, where
regions of both positive and negative charge are produced. If an area becomes more positive,
it displays as a dark region since it attracts more electrons. More commonly, negative
regions show up very bright as they repel electrons, displayed as streaking, flattening and in
extreme cases, smearing of electrons and damage to specimen, preventing quality
visualization and imaging (Figure 36). Neutralizing a specimen requires the number of
electrons entering a sample equaling the number leaving a sample. Charging occurs when
the number of electrons leaving a sample, are greater or less than the number of electron
entering. Table 4 provides methods to reduce charging by either decreasing the number
entering or increase the number exiting a specimen.
Anticipated Results
General SEM preparation and imaging
Successful imaging by SEM begins with quality specimens whose structures have been
preserved in a state representative of how they exist in nature. Specimens should be properly
attached and fixed on a mounting substrate and coated or prepared in a manner such as
OTOTO to reduce artifacts such as charging or movement. Dehydration artifacts should be
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Selection of appropriate SEM voltage requires a balance between good signal to noise ratio,
depth of penetration consideration, and resolution requirements. Working distance should be
adjusted depending on the range of depth in the z-axis to achieve desired effects. For
instance, in Figure 37, the feature of interest is the centered HeLa cell infected with both
streptococcal bacteria and Varicella Zoster Virus (VZV). The working distance of the
specimen is adjusted so that most of the cell is in focus, and the surrounding “background”
cells are slightly out of focus. This draws the viewers' eyes to the region of interest and
appears to add depth to the specimen.
Selection of voltage can greatly influence the ability to resolve small structural details, and
the gain in resolution at high voltage can be undone by deep beam penetration within the
specimen. Flat specimens, such as purified proteins or complexes well adhered to mounting
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substrate, can often be imaged at very high voltages since they have little depth to their
structures.
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Imaging with appropriate voltage, magnification, and other microscope parameters in BSE
or mixed BSE/SE imaging modes are all important considerations for visualizing the gold
particles. Note in Figure 38 A, SE imaging does not provide the elemental contrast needed to
visualize the gold particles labeling a glycoprotein associated with the biofilm produced by
staphylococcal bacteria. By increasing the amount of BSEs collected compared to SEs, the
gold particles are readily identifiable as shown in Figure 38 B.
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Time Consideration
Conventional specimen preparation
SEM specimen preparation is relatively quick. Specimens are washed, fixed, and dehydrated
within 2 hours. Bulk materials may require extended incubation time in the various fixative
components, or additional steps to improve conductivity of the specimen, although overall
chemical processing still takes less than one day. Microwave technologies have greatly
reduced the time required for many as discussed in Support Protocol 3.
Sputter coating, depending on the system, can take minutes or hours. In general, since a
continuous film is built on nucleating events as the metal strikes the surface of the specimen,
it is better to coat more quickly to avoid migration and “puddling” of the metal through
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Immune labeling
Successful immune labeling generally requires blocking, antibody incubations, and multiple
washing steps prior to fixation and subsequent steps for general SEM processing. In the case
of external antigens, the immunology can be performed in 2 – 3 hours, and the fixing and
drying as described above may take an additional 2 – 3 hours. Titration of antibody
concentration may be required to achieve optimal results and can require several attempts
for satisfactory yield. It can be advantageous to perform preliminary experiments to
determine optimal buffer and blocking conditions, and titration of aldehydes and antibodies,
using fluorescent secondary abs.
Labeling internal antigens requires additional permeabiliziation steps, and if gold or silver
enhancement is necessary, several hours will be added to the procedure.
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Acknowledgments
The authors would like to thank Dr. Ted Hackstadt for critical review of the manuscript and Dr. Raymond Rosado
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for technical assistance with the MW protocol. Support and funding for this work is from the Intramural Research
Program of the National Institute of Allergy and Infectious Diseases, National Institutes of Health.
Literature Cited
Boyd A, Franc F. Freeze-drying shrinkage of glutaraldehyde fixed liver. J. Micros. 1981; 122:75–86.
Boyd A, Maconnachie E. Freon 113 freeze-drying for SEM. Scanning. 1979; 2:164–166.
Braet F, deZanger R, Wisse E. Drying cells for SEM, AFM and TEM by hexamethyldisilazane: A
study on hepatic endothelial cells. Journal of Micros. 1997; 186:84–87.
Brown WJ, Farquhar MG, Cell Biology. Immunoperoxidase methods for the localization of antigens in
cultured cells and tissues by electron microscopy. Meth. Cell Biol. 1989; 31:553–569.
Burghardt RC, Droleskey R. Transmission Electron Microscopy. Currrent Prot. In Microbiol. 2006:2B.
1.1–2B1.39.
Corwin D. An improved method for cleaning and preparing ticks for examination with the electron
microscope. J. Med. Entomol. 1979; 16(4):352–353. [PubMed: 396373]
DeLeo, FR.; Otto, M. Methods in Molecular Biology, vol. 431:Bacterial pathogenesis: methods and
protocols. Humana Press; Totowa, New Jersey: 2008. p. 173-187.Dorward, D.W.
Dixon BR, Petney TN, Andrews RH. A simplified method of cleaning Ixodid ticks for microscopy. J.
Micros. 2000; 197(2):317–319.
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Fassel TA, Mozdiak PE, Sanger JR, Edminston CE. Paraformaldehyde effect on ruthenium red and
lysine preservation and staining of the staphylococcal glycocalyx. Microscop. Res. Tech. 1997;
36:422–427.
Giberson, RT.; Demaree, RS, Jr.. Microwave techniques and protocols. Humana Press; Totowa, New
Jersey: 2002.
Goldstein, JI.; Newbury, DE.; Echlin, P.; Joy, DC.; Fiori, C.; Lifshin, E. Scanning Electron
Microscopy and X-Ray Microanalysis. Plenum Press; New York and London: 2002.
Hayat, MA. Stains and chemical methods. Plenum Press; New York and London: 1993.
Karnovsky MJ. A formaldehyde-glutaraldehyde fixative of high osmolality for use in electron
microscopy. J. Cell Bio. 1965; 27:137A.
Lawton JR. An investigation of the fixation and staining of lipids by a combination of malachite green
or other triphenylmethane dyes with glutaraldehyde. J. Micros. 1989; 154:83–92.
Lee JTY, Chow KL. SEM sample preparation for cells on 3D scaffolds by freeze-drying and HMDS.
Scanning. 2011; 33:1–14. [PubMed: 21462220]
Luft JH. Ruthenium red and violet. Anatomical Record. 1971; 171:347–377. [PubMed: 4108333]
Nation JL. A new method using hexamethyldisilazane for preparation of soft insect tissues for
scanning electron-microscopy. Stain Technology. 1983; 58:347–351. [PubMed: 6679126]
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Palade GE. A study of fixation for electron microscopy. J. Exp. Med. 1951; 95:285–297. [PubMed:
14927794]
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cellular ultrastructure and enzymatic activity by aldehyde fixation. J. Cell. Bio. 1963; 17:19–58.
[PubMed: 13975866]
Key References
The following books are excellent resources for general EM preparative techniques covering general
principle for conventional and immunological preparation.
Glauert, AM. Fixation, dehydration, and embedding of biological specimens. Elsevier; Amsterdam:
1974.
Hayat, MA. Colloidal gold: principles, methods, and applications. Vol. Volume 1 – 3. Academic Press,
Inc.; San Diego, New York, Berkeley, Boston, London, Sydney, Tokyo, Toronto: 1989.
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Hayat, MA. Principles and techniques of electron microscopy: biological applications. Cambridge
University Press; New York: 2000.
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Figure 1.
Thermanox™ or aclar materials can easily be trimmed or punched to desired dimensions
using a scissors or punch tool for adaptation to size requirements for subsequent processing
steps.
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Figure 2.
(A) Removal of pre-scored silicon wafer followed by application of specimen in suspension
(B) and, (C) proper dispersal of fluids.
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Figure 3.
Low magnification SEM image of <i>Ornithodoros hermsi</i> tick (A), and higher
magnification images of un-cleaned (B, D, & E) compared with cleaned tick exoskeleton (C
& F). Scale bars as indicated.
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Figure 4.
SEM of Hms+ and Hms− <i>Yersinia pestis</i> grown as bacterial lawns on agar plates.
The Hms+ colonies showed retention of an extracellular substance (A), while the mutant
treated with the same alcian blue-lysine fixative mixture did not (B). Scale bars = 0.5 μm.
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Figure 5.
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Agarose bead with dendrocytes adhered to silicon chip pre-coated with thin layer adhesive.
Scale bar = 25 μm.
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Figure 6.
Placement of a chip in specimen vessel used in a Bal-Tec CPD.
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Figure 7.
Membrane filter insert removed from 24 cell tissue culture plate (A) is quickly transferred
and immersed for trimming in (B) and the membrane is removed with a fine-tipped tweezers
(C) for placement in CPD container.
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Figure 8.
Carefully place the lid on the specimen chamber and make sure it is properly threaded and
closed tightly as this chamber reaches high pressure.
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Figure 9.
HeLa cells grown on silicon chips were dehydrated using either a CPD (A) or HMDS (B).
Specimens were coated with 80 Angstroms of Ir. Scale bar = 1 μm.
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Figure 10.
Double-sided adhesive tab place on aluminum SEM stub (A) and removal of protective layer
with fine-tipped forceps (B).
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Figure 11.
Transwell membrane filters curl up into a scroll after drying in a CPD (A). After placing on
the adhesive, it can simply be rolled across the tape (cell layer rolls inward) (B) and gently
apply pressure for improved contact. Silver paint can be CAREFULLY applied to increase
contact of membrane to adhesive (C).
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Figure 12.
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Conductive paint is carefully applied with a brush to form complete contact with the
underlying surface. If the substrate hangs slightly over the stub, extra paint can be applied on
the bottom side of the coverslip.
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Figure 13.
Silver paint was carefully applied after sputter-coating tissues mounted on prepared SEM
stubs to improve contact between tissue and conductive surface.
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Figure 14.
Specimen appearance after coating with 75 angstroms of Ir by visual or SEM examination of
Salmonella infected polarized HeLa cells grown on transwell membrane filters (A, B), non-
adherent red blood cells infected with malarial parasites settled on a silicon chip (C, D) or
macrophages grown on an aclar coverslip (E, F) prior to mounting on double-sided carbon
tape, and stabilized further with Leitsilber silver paint. Scale bars (B & D) = 1 μm and E =
10 μm.
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Figure 15.
Chlamydia infected HeLa cells were prepared by OTOTO and left uncoated for examination
(A, B), minimally coated with 20 angstroms of Cr, (C, D) or conventionally processed and
coated with 75 angstroms of Ir (E, F). Scale bars = 0.5 μm.
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Figure 16.
Yersinia pestis labeled with 20 nm gold, imaged at a nominal magnification of 35,000× (A)
compared with Staphylococcus epidermidis labeled with 10 nm gold and visualized at a
nominal magnification of 60,000× (B). Scale bars = 0.5 μm.
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Figure 17.
Bacteria in ovarian tissue labeled with Nanogold and silver enhanced for 15 minutes to
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Figure 18.
Q-dot labeling and detection by SEM. HeLa cells were infected with <i>Chlamydia
trachomatis</i> elementary bodies, probed with anti-chlamydial rabbit serum, and labeled
with anti-rabbit Q-dots (565nm peak emission). Panels A–C demonstrates examination of
clustered elementary bodies on the surface of infected HeLa cells by fluorescence/light
microscopy, TEM, and SEM, respectively. Scale bars = 500 nm unless designated).
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Figure 19.
Scotch tape is gently applied to cell layer grown on Thermanox™ coverslips.
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Figure 20.
Macrophages infected with Francisella tularensis fractured with adhesive tape to expose
internalized bacteria (A), <i>Yersinia pestis</i> attached to internal spines of a flea
proventriculus exposed by disruption with syringe tip (B), and malarial parasites invading
the apical surface of a mosquito midgut after exposure using a micro dissection scissor (C).
Scale bar = 1 μm.
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Figure 21.
Aligned stereo pair.
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Figure 22.
Images converted to RGB mode.
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Figure 23.
Red channel removed from left image.
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Figure 24.
Red image from right image copied on to left image.
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Figure 25.
Selection of the RGB channel shows overlay of the new red channel, creating an anaglyph
for 3-d viewing using red/blue glasses.
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Figure 26.
Chlamydia infected HeLa cells high pressure frozen and freeze fractured after fixing with
PFA only (A) or with 2.5% GA/0.1% MG and OTOTO treatment (B). Scale bar = 5
microns.
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Figure 27.
Polarized epithelial cells grown on membrane filters after drying and coating, revealed
damage to the monolayer (A) and at higher magnification damage to the membrane was
evident (B). Scale bars = 0.5 micron.
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Figure 28.
Protein globules adhered to an untreated silicon chip were either rotary coated (tilted +/− 90
degrees, 360 degree rotation) with 40 angstroms of Ir (A) or shadowed at a 15 degree fixed
angle with 20 angstroms of Pt followed by rotary coating +/− 85 degrees with 20 angstroms
of C (B). Scale bar = 0.5 micron.
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Figure 29.
Immune-labeled bacteria demonstrating excessive background labeling in the out of focus
regions (A), moderate background labeling (B) or minimal levels of background labeling
(C). Scale bars = 0.5 micron.
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Figure 30.
Immune-labeled Staphylococcus epidermidis prepared by conventional EM techniques
demonstrates detachment of structure of interest. Scale bar = 0.25 micron.
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Figure 31.
Chlamydia infected HeLa cells were immune-labeled intracellularly for antigens against a
bacterial surface protein using Nanogold followed by silver enhancement and viewed by
either cryo-SEM (A) or TEM (B). Scale bar = 0.5 micron.
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Figure 32.
Macrophages grown on aclar coverslips, conventionally prepared and coated with 75
angstroms of Ir were imaged by SEM at 2 kV (A), 5 kV (B) or 10 kV (C). Scale bar = 1
micron.
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Figure 33.
Amyloid protein fibrils were processed by OTOTO and then left uncoated, (A), or coated
with 20 angstroms of Cr and examined at 5 kV (B), 10kV (C), 30 kV (D–E). Also examined
at 30 kV were fibrils coated with 15 angstroms of Pt and 20 angstroms of C (F). Scale bars =
0.05 micron.
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Figure 34.
HIV infected T-lymphocyte imaged with 5 kV at a working distance of 5 mm (A) or 17 mm
(B). Scale bar = 1 micron.
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Figure 35.
Images of a macrophage show astigmatism in the x direction (A), y direction (B), corrected
(C), corrected and focused (D). Scale bar = 2 microns.
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Figure 36.
Mouse dendritic cells (A) and Plasmodium infected red blood cells (B) imaged at 2 kV
display minor signs of charging seen as flattening or streaking respectively. The macrophage
imaged at 2 kV in (C) shows more extreme charging, rendering the image useless. Scale bars
= 0.5 micron.
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Figure 37.
HeLa cell co-infected with VZV and Streptococcus. Scale bar = 1.5 microns.
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Figure 38.
Staphylococcus epidermidis immune labeled for biofilm localization shown in both SE (A)
and mixed SE and BSE (B) imaging mode to allow visualization of gold particles. Scale bar
= 0.5 micron.
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Table 1
Troubleshooting guide for specimen preparation
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Table 2
Troubleshooting guide for immune-labeling
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Poor elemental contrast in Gold size too small Use larger gold size or enhance with silver or gold
microscope
Sub-optimal microscope settings Use larger aperture, greater voltage, bigger spot
size, shorter working distance
Coating or OTOTO masked gold Apply lighter coat of low atomic number metal
and/or reduce OTOTO incubation time.
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Table 3
Troubleshooting guide for microscope parameters
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Table 4
Troubleshooting guide to decrease charge artifacts
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