US20100035358A1 - Biological Analysis Systems, Devices, and Methods - Google Patents
Biological Analysis Systems, Devices, and Methods Download PDFInfo
- Publication number
- US20100035358A1 US20100035358A1 US12/575,004 US57500409A US2010035358A1 US 20100035358 A1 US20100035358 A1 US 20100035358A1 US 57500409 A US57500409 A US 57500409A US 2010035358 A1 US2010035358 A1 US 2010035358A1
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- flow cell
- flow cells
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Classifications
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- G01N—INVESTIGATING OR ANALYSING MATERIALS BY DETERMINING THEIR CHEMICAL OR PHYSICAL PROPERTIES
- G01N15/00—Investigating characteristics of particles; Investigating permeability, pore-volume or surface-area of porous materials
- G01N15/10—Investigating individual particles
- G01N15/14—Optical investigation techniques, e.g. flow cytometry
- G01N15/1429—Signal processing
- G01N15/1433—Signal processing using image recognition
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- G—PHYSICS
- G01—MEASURING; TESTING
- G01N—INVESTIGATING OR ANALYSING MATERIALS BY DETERMINING THEIR CHEMICAL OR PHYSICAL PROPERTIES
- G01N15/00—Investigating characteristics of particles; Investigating permeability, pore-volume or surface-area of porous materials
- G01N15/10—Investigating individual particles
- G01N15/14—Optical investigation techniques, e.g. flow cytometry
- G01N15/1456—Optical investigation techniques, e.g. flow cytometry without spatial resolution of the texture or inner structure of the particle, e.g. processing of pulse signals
- G01N15/1459—Optical investigation techniques, e.g. flow cytometry without spatial resolution of the texture or inner structure of the particle, e.g. processing of pulse signals the analysis being performed on a sample stream
-
- G—PHYSICS
- G01—MEASURING; TESTING
- G01N—INVESTIGATING OR ANALYSING MATERIALS BY DETERMINING THEIR CHEMICAL OR PHYSICAL PROPERTIES
- G01N15/00—Investigating characteristics of particles; Investigating permeability, pore-volume or surface-area of porous materials
- G01N15/10—Investigating individual particles
- G01N15/14—Optical investigation techniques, e.g. flow cytometry
- G01N15/1484—Optical investigation techniques, e.g. flow cytometry microstructural devices
-
- G—PHYSICS
- G01—MEASURING; TESTING
- G01N—INVESTIGATING OR ANALYSING MATERIALS BY DETERMINING THEIR CHEMICAL OR PHYSICAL PROPERTIES
- G01N21/00—Investigating or analysing materials by the use of optical means, i.e. using sub-millimetre waves, infrared, visible or ultraviolet light
- G01N21/01—Arrangements or apparatus for facilitating the optical investigation
- G01N21/03—Cuvette constructions
- G01N2021/0325—Cells for testing reactions, e.g. containing reagents
-
- G—PHYSICS
- G01—MEASURING; TESTING
- G01N—INVESTIGATING OR ANALYSING MATERIALS BY DETERMINING THEIR CHEMICAL OR PHYSICAL PROPERTIES
- G01N21/00—Investigating or analysing materials by the use of optical means, i.e. using sub-millimetre waves, infrared, visible or ultraviolet light
- G01N21/01—Arrangements or apparatus for facilitating the optical investigation
- G01N21/03—Cuvette constructions
- G01N2021/0346—Capillary cells; Microcells
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- G—PHYSICS
- G01—MEASURING; TESTING
- G01N—INVESTIGATING OR ANALYSING MATERIALS BY DETERMINING THEIR CHEMICAL OR PHYSICAL PROPERTIES
- G01N21/00—Investigating or analysing materials by the use of optical means, i.e. using sub-millimetre waves, infrared, visible or ultraviolet light
- G01N21/01—Arrangements or apparatus for facilitating the optical investigation
- G01N21/03—Cuvette constructions
- G01N21/05—Flow-through cuvettes
- G01N2021/058—Flat flow cell
-
- G—PHYSICS
- G01—MEASURING; TESTING
- G01N—INVESTIGATING OR ANALYSING MATERIALS BY DETERMINING THEIR CHEMICAL OR PHYSICAL PROPERTIES
- G01N21/00—Investigating or analysing materials by the use of optical means, i.e. using sub-millimetre waves, infrared, visible or ultraviolet light
- G01N21/01—Arrangements or apparatus for facilitating the optical investigation
- G01N21/03—Cuvette constructions
- G01N21/0332—Cuvette constructions with temperature control
-
- G—PHYSICS
- G01—MEASURING; TESTING
- G01N—INVESTIGATING OR ANALYSING MATERIALS BY DETERMINING THEIR CHEMICAL OR PHYSICAL PROPERTIES
- G01N2201/00—Features of devices classified in G01N21/00
- G01N2201/02—Mechanical
-
- G—PHYSICS
- G03—PHOTOGRAPHY; CINEMATOGRAPHY; ANALOGOUS TECHNIQUES USING WAVES OTHER THAN OPTICAL WAVES; ELECTROGRAPHY; HOLOGRAPHY
- G03B—APPARATUS OR ARRANGEMENTS FOR TAKING PHOTOGRAPHS OR FOR PROJECTING OR VIEWING THEM; APPARATUS OR ARRANGEMENTS EMPLOYING ANALOGOUS TECHNIQUES USING WAVES OTHER THAN OPTICAL WAVES; ACCESSORIES THEREFOR
- G03B27/00—Photographic printing apparatus
- G03B27/32—Projection printing apparatus, e.g. enlarger, copying camera
- G03B27/42—Projection printing apparatus, e.g. enlarger, copying camera for automatic sequential copying of the same original
Definitions
- the present teachings pertain generally to devices, systems, and methods for performing biological and/or biochemical reactions and/or analyses. More particularly, the present teachings are directed to various instruments useful in performing large scale parallel reactions on solid phase supports, such as, for example, performing sequencing by synthesis on beaded microarrays.
- sequencing-by-synthesis uses microarrays comprising a plurality of small (e.g., from 1 micron to several hundred microns) analysis sites arranged on a surface of a support.
- small analysis sites e.g., from 1 micron to several hundred microns
- one or more single nucleic acid strands of interest e.g., template nucleic acids strands
- the analysis sites of the microarrays may be in the form of small solid elements (e.g., beads) on each of which numerous identical oligonucleotides may be synthesized, with the solid elements being in turn placed on a support (e.g., substrate surface). Alternatively, the analysis sites may be sites directly on the substrate surface itself.
- the microarrays of template nucleic acid strands to be synthesized may be loaded into a flow cell chamber mounted on a microscope stage and a mixture of sample, reagents and/or buffers may be introduced into the chamber to react with the microarrays.
- Massively parallel sequencing of the same or differing templates may occur using the microarray format due to the ability to place large numbers (e.g., millions) of template strands on a substrate, which may be in the form of a microscope slide, for example.
- Reactions occurring between the microarray templates and the loaded sample, reagents, and/or buffers within the flow cell may be analyzed using conventional fluorescence detection and microscopy techniques with which those having skill in the art are familiar.
- flow cells may include a reaction chamber in which a sample holder, such as, for example, a microarrayed microscope slide or similar substrate with nucleic acid templates bound thereto, is configured to be seated and held in position.
- the reaction chamber may be defined between a sample holder (e.g., a substrate, such as, for example, a microscope slide, holding a sample) and a heater block configured to transfer heat to the chamber from various temperature control and heat exchange mechanisms (e.g., Peltier devices, cooling components, heat sinks, and/or feedback controllers, etc.) external to the chamber.
- a sample holder e.g., a substrate, such as, for example, a microscope slide, holding a sample
- a heater block configured to transfer heat to the chamber from various temperature control and heat exchange mechanisms (e.g., Peltier devices, cooling components, heat sinks, and/or feedback controllers, etc.) external to the chamber.
- a body on which the block is supported may be configured to move relative to a microscope stage and/or other frame to place the flow cell in a position for performing reactions in the reaction chamber and imaging the reaction chamber.
- One or more sealing members such as, for example, O-rings, gaskets, or the like, may be provided, for example, on the surface of the block that faces the reaction chamber and may be configured to surround at least a portion of the sample holder to provide sealing of the portion of the sample holder within the chamber and where the reactions occur.
- Such gaskets may be configured to engage an outer region of a surface of a microarray substrate to define the outer perimeter of the area of the substrate at which reactions may take place.
- the reaction chamber (e.g., the chamber into which substances are introduced to the flow cell) is defined between the heater block and the substrate, with the sealing mechanism on the heater block forming a seal to seal the chamber.
- Various inlet and outlet ports may be provided on the flow cell to permit the flow of desired substances (e.g., samples, reagents, lysis chemicals, and/or buffers, etc.) into and out of the reaction chamber and into reactive contact with the microarray and the templates thereon.
- the flow cell may include one or more optically transparent regions such that the sample holder, and in particular the reactions occurring between the sample held by the sample holder and the substances introduced into the flow cell reaction chamber, may be detected and observed via mechanisms located external to the flow cell (e.g., various microscope and optical fluorescent detectors).
- mechanisms located external to the flow cell e.g., various microscope and optical fluorescent detectors.
- the surface of a microarray substrate that faces the chamber and where the reactions take place faces in a direction opposite to where the optics used for analysis and detection are positioned.
- Flow cells may be mounted on a microscope stage that can translate in three dimensions, and may be oriented either in a horizontal or vertical position, with the microscope optics, light sources, and/or imaging devices being positioned appropriately relative thereto.
- the present invention may satisfy one or more of the above-mentioned desirable features.
- Other features and/or advantages may become apparent from the description which follows.
- the present teachings include a device for performing biological sample reactions may include a plurality of flow cells configured to be mounted to a common microscope translation stage, wherein each flow cell is configured to receive at least one sample holder containing biological sample. Each flow cell also may be configured to be selectively placed in an open position for positioning the at least one sample holder into the flow cell and a closed position for reacting biological sample contained in the at least one sample holder. The plurality of flow cells may be configured to be selectively placed in the open position and the closed position independently of each other.
- the present teachings include a carrier for retaining a substrate holding at least one biological sample, the carrier comprising a frame defining a recess configured to receive a substrate holding at least one biological sample on a surface thereof.
- the carrier may further include a plurality of retaining fingers configured to move into and out of engagement with the substrate to retain the substrate in the recess and at least two extension portions extending from the frame in a direction away from the recess, each of the extension portions comprising a surface with which a respective clamping mechanism can engage to clamp the frame in position in a reaction chamber.
- the present teachings may include a flow cell configured to hold the carrier described above and the flow cell may include a heater block configured to mate with the frame of the carrier, wherein a reaction chamber is formed between the heater block and a substrate in the recess of the carrier.
- the flow cell may include a plurality of clamping mechanisms configured to engage with the plurality of extension portions to hold the carrier on the heater block.
- FIG. 1 is a perspective view of an exemplary embodiment of a dual flow cell system in accordance with the present teachings
- FIGS. 2A and 2B are perspective views of another exemplary embodiment of a dual flow cell system in accordance with the present teachings
- FIGS. 3 and 4 are partial plan views of an exemplary embodiment of retaining clips for holding a sample substrate within a flow cell chamber in accordance with the present teachings
- FIG. 5A is a perspective view of an exemplary embodiment of a detachable flow cell in a closed position accordance with the present teachings
- FIG. 5B is a perspective view of the flow cell of FIG. 5A in an open position
- FIG. 6 is a perspective view of an exemplary embodiment of a dual detachable flow cell system with one flow cell fully inserted in position relative to a microscope stage and one flow cell partially inserted in position relative to the microscope stage;
- FIG. 7 is a perspective view of the exemplary embodiment of FIG. 6 showing one of the detachable flow cells removed from the microscope stage;
- FIG. 8 is a close-up partial side view of the exemplary embodiment of FIG. 6 showing an exemplary step in the insertion of a detachable flow cell to the microscope stage;
- FIG. 9 is a close-up partial perspective view of the exemplary embodiment of FIG. 6 ;
- FIG. 10 is a close-up partial sectional view of the exemplary embodiment of FIG. 6 ;
- FIG. 11 is a perspective view of an exemplary embodiment of a bench top fixture with a detachable flow cell mounted thereto in accordance with the present teachings;
- FIG. 12 shows the same view of FIG. 11 except with various parts made transparent
- FIG. 13 is a partial sectional side view of various parts of the exemplary embodiment of FIG. 11 ;
- FIG. 14 is a partial close-up view of a pin used to hold a sample substrate in the exemplary embodiment of FIG. 11 ;
- FIG. 15 is a perspective view of yet another exemplary embodiment of a dual flow cell system in accordance with the present teachings.
- FIG. 15A is a partial top perspective view of an exemplary embodiment of C-shaped frames for mounting to a microscope stage for use with the exemplary embodiment of FIG. 15 ;
- FIG. 15B is a partial cross-sectional perspective view of FIG. 15A and an exemplary embodiment of an adaptor bracket for mounting a C-shaped frame to a microscope stage;
- FIG. 16 is a perspective view of yet another exemplary embodiment of a dual flow cell system in accordance with the present teachings.
- FIG. 17 is a perspective view of the exemplary embodiment of FIG. 16 showing one of the flow cells in a closed position and one of the flow cells in an open position;
- FIG. 18 is a partial sectioned view showing a hinge mechanism of the exemplary embodiment of FIG. 16 ;
- FIG. 19 is a view of a flow cell of the exemplary embodiment of FIG. 16 showing interior portions of the flow cell housing;
- FIG. 20 is a partial bottom perspective view of a flow cell of the exemplary embodiment of FIG. 16 .
- FIG. 21 is a partial top perspective view of the exemplary embodiment of FIG. 17 .
- FIG. 22 is a perspective view of an exemplary embodiment of a substrate carrier in accordance with the present teachings.
- FIG. 23 is a partial close-up plan view of the substrate carrier of FIG. 23 ;
- FIG. 24 is a partial perspective view showing the substrate carrier of FIG. 23 loaded in a flow cell of FIG. 16 ;
- FIG. 25 is a close-up view of an exemplary embodiment of a spacer used to support a substrate mounted in a flow cell in accordance with the present teachings
- FIG. 26 is a top plan view of the substrate carrier of FIG. 22 loaded in a flow cell of FIG. 16 in an unclamped position with various elements made transparent to reveal other elements;
- FIG. 27 is a partial close-up view of an exemplary embodiment of the substrate carrier of FIG. 22 loaded in a flow cell of FIG. 16 in a clamped position;
- FIG. 28 is a top plan view of the substrate carrier of FIG. 22 loaded in a flow cell of FIG. 16 in an unclamped position;
- FIG. 29 is a sectioned side view showing the substrate carrier of FIG. 22 loaded in a flow cell of FIG. 16 in a clamped position;
- FIG. 30 is a perspective view of an exemplary embodiment of a clamping arm in accordance with the present teachings.
- FIGS. 31 and 32 are top plan views showing an interior of the housing of a flow cell of the exemplary embodiment of FIG. 16 in accordance with the present teachings;
- FIGS. 33 and 34 are perspective views of an exemplary embodiments of safety clips in accordance with the present teachings.
- FIG. 35 is a partial sectioned view showing an exemplary embodiment of a heat sink for mounting to a microscope stage holding a flow cell in accordance with the present teachings
- FIG. 36 is a partial sectioned view of an exemplary embodiment of a cooling element for use in cooling a flow cell in accordance with the present teachings
- FIGS. 37 and 38 are perspective views of an exemplary embodiment of a counterbalance system in accordance with the present teachings.
- FIG. 39 is a plan view of another exemplary embodiment of a slide carrier in accordance with the present teachings.
- FIG. 40 is a top perspective view of the substrate carrier of FIG. 39 ;
- FIG. 41 is a partial perspective view of the substrate carrier of FIG. 39 in a clamped position in a flow cell according to the present teachings;
- FIG. 42 is a perspective view of another exemplary embodiment of a clamping arm in accordance with the present teachings.
- FIG. 43 is a cross-sectional view of the clamping arm of FIG. 42 taken through line 43 - 43 ;
- FIG. 44 is a partial cross-sectional view showing an exemplary embodiment of the lever lock of FIG. 15 .
- Flow cells in accordance with exemplary embodiments of the present teachings may have a variety of forms and configurations.
- a flow cell may include any structure configured to define a reaction chamber to receive a biological sample for analysis and various flow control structures and mechanisms to permit sample, reagents, buffers and/or other substances from a source external to the flow cell into the reaction chamber to react with the biological sample (e.g., template nucleic acids when performing sequencing) contained in the reaction chamber.
- flow cells may also include or be associated with various thermal components configured to heat and/or cool the reaction chamber.
- various exemplary flow cell configurations may have optically transparent portions that permit imaging and/or other detection of the reaction chamber, for example, to perform analysis of various reactions that may be performed in the reaction chamber.
- a dual flow cell system that includes two segregated reaction chambers such that processing (e.g., reactions) may occur separately within each formed chamber.
- processing e.g., reactions
- each reaction chamber may receive a different sample and/or reagents for processing.
- Exemplary embodiments of such a dual flow cell system are described in U.S. application Ser. No. 11/757,286, filed on Jun. 1, 2007 and entitled “SYSTEMS AND METHODS FOR COOLING IN BIOLOGICAL ANALYSIS INSTRUMENTS”, which is incorporated by reference in its entirety herein.
- FIG. 1 the dual flow cell configuration described in U.S. application Ser. No.
- 11/757,286 includes two separate sample blocks (also referred to as heater blocks) 12 each provided with a sealing mechanism 15 configured to engage with a surface, such as a microscope slide surface forming a microarray (not shown in FIG. 1 ), to create the segregated reaction chambers into which various substances (e.g., samples, buffers, reagents, lysis solutions, etc.) could be introduced to react with the microarrayed samples (e.g., template nucleic acids) within each formed chamber.
- the elements 15 may be any of a variety of mechanisms useful for forming a seal, such as, for example, gaskets, O-rings, and/or other sealing mechanisms with which those having ordinary skill in the art would be familiar.
- the sample blocks 12 may be made of a material that has a relatively high thermal conductivity.
- the sample blocks 12 may be stainless steel, lapped on one side and passivated.
- Other suitable materials for the sample blocks 12 include, but are not limited to, for example, silver, aluminum, copper, and/or various alloys and/or other metals.
- the blocks 12 are mounted on frame 50 attached to a pivotable support plate 51 which generally forms a door with which to open and close the flow cells ( FIG. 1 illustrating the open position).
- the pivotable support plate 51 is configured to move into engagement with a frame (e.g., cover) 14 to close the flow cells and to apply pressure against the substrates (e.g., by clamping them between the sealing mechanisms 15 and the surface of the cover 14 on which the substrates are mounted, thereby forming the reaction chambers when the support plate 51 is closed against the cover).
- a thumb screw positioned between the ducts 96 B (not shown in FIG. 1 ) is configured to engage with screw threading on the cover 14 to keep the support plate 51 in a closed position.
- the cover 14 may define two optically transparent regions 17 , such as, for example, openings.
- the openings may be covered with a transparent material, such as, for example a glass or plastic material or other suitable transparent composition.
- the optically transparent regions 17 are configured to substantially align with each of the blocks 12 when the instrument is in the closed position to perform optical detection and/or imaging of the flow cell reaction chambers and the substrates therein.
- Various optical detection and imaging systems may be used (components of which are not illustrated) and may be positioned external to the cover 14 to detect and gather, for example, in real-time, images of reactions and samples in the reaction chambers through the openings 17 .
- an exemplary detection and imaging system that may be used in conjunction with the biological instruments in FIG.
- retaining clips or other securement mechanisms may be provided to mount a microarray substrate or other sample holder to cover 14 proximate (e.g., in alignment with) the regions 17 .
- suitable securement mechanisms may comprise small plastic tabs (not shown) configured to slide sideways to engage the top of the substrate to prevent the substrate from tipping over until the support plate 51 is closed.
- the dual flow cell arrangement of FIG. 1 may be configured to be mounted to a common microscope translation stage (not shown) capable of translation in two dimensions, with the objective lens of the microscope being focused in a direction normal to the plane defined by those two dimensions.
- the microscope stage is configured to move in a plane parallel to a plane of a substrate placed on the microscope stage for analysis.
- the flow cell may be mounted to a translation stage that is in a horizontal position (e.g., the larger planar surface area of the stage is configured to be parallel to the ground)
- the dual flow cell embodiment is configured to be mounted to a microscope translation stage positioned in a vertical direction (e.g., such that the larger planar work surface area of the stage is substantially perpendicular to the ground).
- the cover 14 (or a plate positioned substantially parallel and adjacent to the cover 14 ) may be mounted to the surface of the vertically positioned translation stage.
- the reaction chambers and any sample holders therein e.g., microarrayed substrates
- Such a vertical orientation may have advantages during biological reaction and/or analysis (e.g., including detection and/or imaging).
- gas e.g., air
- an output port positioned toward the chamber top, permitting gravimetric bubble displacement.
- thermal components such as, for example, a Peltier device 60 , a heat sink 80 , and ducts 96 A and 96 B also are mounted to provide thermal cycling of each of the flow cells of FIG. 1 .
- Other components also may be used to provide temperature control and exchange heat with the reaction chambers of the dual flow cell arrangement of FIG. 1 and are described in more detail in U.S. application Ser. No. 11/757,286, incorporated by reference herein. It should be noted that for simplicity the various ports and flow structures used to introduce substances to and remove substances from the flow cell chambers to react with the microarrayed substrates therein are not shown in FIG. 1 .
- a dual flow cell configuration such as that shown in the exemplary embodiment of FIG. 1 permits differing reactions and/or analysis to be taking place at the same time within the different reaction chambers.
- a dual flow cell arrangement such as that illustrated in the exemplary embodiment FIG. 1 also may permit one flow cell to be imaged while other process steps such as, for example, extension, ligation, and/or cleavage, are being performed in another flow cell. This may maximize utilization of the optical system while increasing throughput. Further, a dual flow cell arrangement may permit the processing and/or analysis of differing samples to occur.
- the dual flow cell chambers are accessible via a common door.
- both flow cell chambers also are in an open position. It may be desirable in some circumstances, however, to permit independent access to each of the flow cell reaction chambers of a dual flow cell assembly. By permitting independent access to each flow cell, various loading and/or unloading steps may take place in one reaction chamber while the other reaction chamber is undergoing processing and/or imaging steps.
- Permitting the flow cell reaction chambers to be accessed (e.g, opened and closed) independently of each other also may permit each microarray substrate to be loaded into and closed within the flow cell reaction chamber more quickly, thereby hindering drying out of the substrates during loading. Further, in cases where a reaction and/or processing occurring in one flow cell chamber needs to be terminated for whatever reason and sample removed therefrom, the reaction and/or processing in the other flow cell chamber may continue uninterrupted. Moreover, by allowing the flow cells to be independently accessed and providing them with independent thermal components, reagent inlet and outlet ports, and thermal isolation from each other, processing of two differing samples at differing temperature cycles may occur without the temperature variation affecting the focus of the optics and detection equipment.
- changes in temperature of various portions of the flow cell may cause those portions to expand and/or buckle, which may disturb the focus of the microscope optics.
- Utilizing independent flow cells that are thermally isolated from each other may permit the flow cells to be maintained at a substantially constant temperature for each processing cycle and thereby minimize the risk of adversely affecting the focusing of the microscope.
- FIGS. 2A and 2B illustrate one exemplary embodiment that permits independent access to each flow cell chamber of a dual flow cell instrument.
- FIGS. 2A and 2B illustrate different views of an independently accessible dual flow cell instrument with one flow cell chamber 200 A in a closed position and one flow cell chamber 200 B in an open position.
- the cooling system used to cool the flow cells 200 A and 200 B incorporates a remote fan and duct assembly similar to that described in U.S. patent application Ser. No. 11/757,286, incorporated by reference herein.
- Those having ordinary skill in the art would understand, however, that other cooling systems, such as, for example, recirculating chilling fluid-based systems, may be used in combination with the dual door configuration of FIGS.
- each sample block (with only 212 B being visible in the illustrations) is ultimately supported on a substantially U-shaped frame comprising frame elements 235 , 251 , and 236 (labeled with references A and B accordingly in FIGS. 2A and 2B ).
- the support frame and therefore the blocks 212 A and 212 B and any thermal or other components respectively mounted thereto may be moved into an open position away from cover 214 , as shown by flow cell 200 B, and into a closed position and into engagement with cover 214 , as shown by flow cell 200 A.
- a closure mechanism configured to provide a clamping force between the block (only block 212 B is shown) and the respective slides 210 mounted relative to the cover 214 such that an isolated reaction chamber is formed between the sample block, a gasket on each block (only gasket 215 B is shown) and the slide 210 with which it engages.
- Each support frame (formed respectively by elements 235 A, 236 A, and 251 A, and elements 235 B, 236 B, and 251 B) may support the blocks and the various thermal and other support components associated with the blocks, and may be configured to move relative to the cover 214 mounting plate to open and close the flow cells 200 A and 200 B.
- each of the flow cell chambers 200 A and 200 B also may have independently mounted thermal elements, such as, for example, a Peltier device (shown for flow cell 200 B as 260 B) disposed underneath the sample block 212 B, a heat sink 280 A, 280 B, and ducts 296 A and 296 B configured to circulate air to the respective heat sinks 250 A and 250 B with heat sink pins 280 A and 280 B.
- the ducts 296 A and 296 B and heat sinks 280 A and 280 B are separately mounted to the respective flow cells 200 A and 200 B so that each can be moved between the open position (as shown by flow cell 200 B) and closed position (as shown by flow cell 200 A).
- a sensor (e.g. 299 B shown in FIG. 2B ) may be provided on each flow cell 200 A and 200 B so that when the flow cells 200 A or 200 B are in the open position, the fan and Peltier device are turned off to prevent the air blown from duct 296 from drying out a substrate mounted in the open flow cell and to prevent overheating of the heater block.
- the sensor e.g., 299 B
- the sensor may be an air flow sensor with a standard mechanical limit switch and a lever mounted to the frame 235 B. The lever tip strikes part of the duct 296 when the flow cells 200 A or 200 B are put in the closed position and another feature on the lever actuates the switch upon opening the flow cells 200 A or 200 B.
- the cover 214 may be provided with recessed regions, within which each sample block is configured to be received when the respective flow cell is in a closed position.
- each flow cell 200 A and 200 B is provided with a closure mechanism, which in various exemplary embodiments may be lever locks 275 A and 275 B.
- the lever locks can be pivotably mounted to the frame elements 235 A and 235 B.
- the levers 275 A and 275 B are provided with a hook-type mechanism on one end thereof configured to respectively engage with a lip on protruding flanges 276 A and 276 B provided on the cover 214 to secure the flow cells 200 A and 200 B in a closed position.
- the engagement between the lever 275 A and the flange 276 A is shown in FIG. 2A .
- each lever lock 275 A and 275 B On an end substantially opposite to the locking end.
- the handle portion of the lever 275 A may be pushed upward toward the duct 296 in FIG. 2A to release the engagement between the lever lock 275 A and the flange 276 A, thereby allowing the frame elements and various components mounted thereto to pivot downwardly away from the cover 214 to open the flow cell 200 A.
- the lever locks 275 A and 275 B are held in place with the flanges 276 A and 276 B by a combination of friction and gravity—gravity due to the need to lift the handle portions of the lever locks 275 A and 275 B up to open them and friction between the lever locks 275 A and 275 B and flanges 276 A and 276 B.
- the engagement between the lever locks 275 A and 275 B and flanges 276 A and 276 B may be selected so as to apply a set force to compress the gaskets on the heater blocks.
- the lever locks 275 A and 275 B are configured to facilitate opening and closing of the flow cells 200 A and 200 B by offering a relatively simple mechanical mechanism that is easy to access and relatively quickly latch and unlatch. Further, by positioning the lever locks 275 A and 275 B such that their engagement with the flanges 276 A and 276 B is viewable by a user of the flow cells 200 A and 200 B, it is readily apparent whether they are in a locked, engaged position or an unlocked, disengaged position with the flanges 276 A and 276 B.
- securing mechanisms other than lever locks 275 A and 275 B and mating flanges 276 A and 276 B may be employed that offer similar features such as, for example, ease of accessibility, apparent indication of whether or not the securing mechanism is in a locked or unlocked position, etc.
- the sample substrate 210 (the substrate in flow cell 200 B is not shown in FIGS. 2A and 2B ) is configured to be mounted vertically relative to each of the optically transparent regions ( 217 B being shown) of each of the flow cells 200 A and 200 B
- the flow cells 200 A and 200 B also may include a retaining mechanism 300 B for retaining the substrate 210 B (e.g., microscope slide) in an appropriate orientation and position. As shown in FIG.
- the substrate 210 is configured to be positioned in a recessed region of the cover 214 and the retaining mechanism 300 B acts on the substrate 210 B to provide a clamping force on the substrate 210 B between the retaining mechanism 300 B and protrusions 216 B provided around the perimeter of the recessed region in which the substrate 210 B is disposed.
- the retaining mechanism 300 B thus serves to push the substrate 210 B downwardly and toward the right in FIG. 2B , with the protrusions 216 B being disposed to engage the right side and bottom edges of the substrate 210 B, as depicted in FIG. 2B .
- a similar retaining mechanism is used to push the substrate in the flow cell 200 A down and to the left.
- FIG. 3 a partial close-up view of each of the cover 214 with substrates 210 A and 210 B mounted thereto illustrates an exemplary embodiment of retaining mechanisms 300 A and 300 B that may be used to clamp substrates 210 A and 210 B, which in various exemplary embodiments may be microscope slides with a microarray of template nucleic acids thereon, to cover 214 and in respective alignment with the optically transparent regions 217 A and 217 B (shown in outline in FIG. 3 )
- the retaining mechanisms 300 A and 300 B are configured to provide a force acting on the substrates 210 A and 210 B that push the substrates 210 A and 210 B toward the lower left and lower right corners, respectively, of the recessed regions provided in the cover 214 . More specifically, the retaining mechanisms 300 A and 300 B may be biased to exert a force on the substrates 210 A and 210 B to push the substrates 210 A and 210 B into engagement with protrusions (e.g., protrusions 216 B shown in FIGS. 2B , 3 and 4 ) so as to clamp the substrates 210 A and 210 B between the respective retaining mechanisms 300 A and 300 B and the protrusions.
- protrusions e.g., protrusions 216 B shown in FIGS. 2B , 3 and 4
- the flow cell 200 A may have protrusions similar in configuration and position to protrusions 216 B shown in FIGS. 2B , 3 , and 4 .
- the protrusions of flow cell 200 A are positioned on the left side and bottom edges of the recessed region housing substrate 210 A; the retaining mechanism 300 A thus pushing the substrate 210 A downward and toward the left of the recessed region to clamp the substrate 210 A into position.
- the retaining mechanisms 300 A and 300 B are biased in the direction toward the substrates 210 A and 210 B in FIG. 3 (e.g., toward the right in the orientation of the drawing of FIG. 3 and downward in the orientation of the drawing in FIG. 2B ).
- an upper portion of the retaining mechanisms 300 A and 300 B may be provided with a grooved region 360 A and 360 B configured to respectively retain a coiled spring 380 A and 380 B.
- One end of the springs 380 A and 380 B engage with the retaining mechanisms 300 A and 300 B, respectively, while the opposite ends are attached the cover 214 .
- each of the retaining mechanisms 300 A and 300 B may be provided with a flanged member 310 A and 310 B that projects upwardly from the retaining mechanisms 300 A and 300 B.
- the flange members 310 A and 310 B may provide a convenient surface to facilitate grasping of the retaining mechanisms 300 A and 300 B to pull the retaining mechanisms 300 A and 300 B against the force of the springs 380 A and 380 B and out of engagement with the substrates 210 A and 210 B.
- a catch element 320 may be provided on the cover 214 between the retaining mechanisms 300 A and 300 B.
- the catch element 320 may have ramped catches 325 A and 325 B on opposite sides thereof.
- the ramped catches 325 A and 325 B may be configured and positioned such that exerting a force on the flanged members 310 A and 310 B against the bias force of the springs 380 A and 380 B permits the flanged members 310 A and 310 B to move up the ramped surfaces of the catches 325 A and 325 B and past the catches 325 A and 325 B.
- the flanged members 310 A and 310 B may then be released such that they engage with the catches 325 A and 325 B, as shown by the position of flanged member 310 A and catch 325 A in FIG. 3 , to prevent the retaining mechanisms 300 A and 300 B in a position out of engagement with the substrates 210 A and 210 B.
- the retaining mechanisms 300 A and 300 B have a substantially inverted L-shaped configuration with regions 375 on the base and long leg of the L that act as pressure points on the substrates 210 A and 210 B. As shown in the clamped position of the retaining mechanism 300 B in FIG. 3 , the regions 375 engage with the upper and left side surfaces of the substrate 300 B to exert force (e.g., pressure) on those surfaces and push the substrate 300 B down and to the right into clamped engagement with the protrusions 316 B.
- force e.g., pressure
- the recessed region that houses the retaining mechanisms 300 A and 300 B may be provided with a cammed surface 350 to provide a force on the retaining mechanisms 300 A and 300 B that pushes the long leg of the retaining mechanisms 300 A and 300 B into engagement with the right side edge and left side edge, respectively, of the substrates 210 A and 210 B.
- a grooved button 365 B may be pressed between the catch element 320 and the retaining elements 300 A and 300 B.
- the grooved button corresponding to the retaining element 300 A is hidden in the view of FIG. 3 .
- the retaining mechanisms 300 A and 300 B may be made of, for example, stainless steel. However, those having skill in the art would recognize other suitable materials from which the retaining mechanisms could be made without departing from the scope of the present teachings.
- the substrate may be awkward for a user to mount the substrate vertically within a flow cell.
- substance e.g., liquid
- the substrate may run off the substrate and onto other components (e.g., the microscope stage) due to the open position of the flow cell during initial loading of the substrate.
- the side of the substrate that faces the microscope stage is not accessible and thus any contamination or drips may not be wiped off, which can affect detection and analysis.
- the substrate may be mounted horizontally by a user (e.g., with the larger surface area surface of the substrate substantially parallel to the ground) and from that mounted position, moved to a substantially vertical orientation (e.g., with the larger surface area of the substrate substantially parallel to the ground) upon closing the flow cell chamber to commence reactions therein.
- a substantially vertical orientation e.g., with the larger surface area of the substrate substantially parallel to the ground
- An issue that may arise in designing such a flow cell arrangement is how to ensure that the substrate is positioned appropriately within the flow cell reaction chamber such that correct focusing of the optics and detection mechanism occurs. In other words, it is important to ensure that the distance between the large surface area of the substrate and the various optics and detection elements is maintained relatively precisely for each reaction run of the flow cell in order to achieve accurate analyses and detection.
- FIGS. 5-10 an exemplary embodiment of a dual flow cell arrangement wherein the flow cells are configured to completely detach from the microscope stage is depicted.
- the detachable flow cell arrangement described with reference to FIGS. 5-10 also could be implemented, using obvious design modifications, in a single flow cell arrangement or an arrangement wherein there are more than two flow cells on a common translation stage.
- the arrangement of FIGS. 5-10 permits a user to mount the slide horizontally, for example, at a workstation remote from the microscope stage, and inspect and clean the side of the substrate facing the user after the substrate has been mounted and before the flow cell is attached to the microscope stage.
- FIGS. 5A and 5B show a detachable flow cell (labeled 500 A) in a closed and open position, respectively.
- the flow cell 500 A may have a configuration similar to the flow cells 200 A and 200 B described above with the exception of the various modifications discussed below.
- the flow cell 500 A may have a heater block 512 A with a sealing mechanism 515 A thereon that ultimately is supported on support frame elements 535 A, 536 A, and 551 A, forming a substantially U-shaped support frame.
- the support frame element 536 A may be attached via a hinge 595 A to a cover 514 A provided with an optically transparent region 517 A.
- the transparent region 517 A may be an opening over which a substrate for processing may be placed, as explained in more detail below.
- the cover 514 A is separate from the microscope stage and each flow cell (e.g., 500 A and 500 B shown in FIG. 6 ) has its own cover 514 A or 514 B, rather than a common cover frame as in cover 214 of FIG. 2 .
- the cover 514 A may have a recessed region configured to receive the substrate 510 A, which because of the detachable configuration of the flow cell, may be mounted by a user in a horizontal position as shown in FIG. 5B .
- Small holes 516 A are provided in the cover proximate the corners of the substrate 510 A when the substrate 510 A is seated in the cover 514 A.
- the holes 516 A may receive pins 518 A on a frame 579 A when the cover 514 A is placed in the closed position of FIG. 5A .
- the support frame elements 535 A, 536 A, and 551 A, with the sample block 512 A, thermal components (e.g., heat sink 580 A), and a duct 596 A for circulating cooling air to the flow cell 500 A may be pivoted around the hinge 595 A such that the sealing mechanism 515 A comes into contact with the substrate 510 A arranged within the recess of the cover 514 A.
- a rotatable closure mechanism 575 A may be provided on the cover 514 A that engages with a mating feature on frame 535 A (as best shown in FIG. 5A ) to lock the cover 514 A in the closed position.
- the rotatable closure mechanism 575 A may be actuated by turning a shaft with a rotating head 576 A accessible from an exterior of the cover 514 A.
- a more detailed explanation of how the closure mechanism 575 A is actuated is provided below with reference to the description of FIGS. 11-13 .
- individual detachable flow cells 500 A and 500 B are designed to be removably secured to a frame 519 that is configured to be attached (e.g., permanently attached) to a microscope stage (not shown) mounted in a vertical orientation.
- Flow cell 500 B has the same configuration as flow cell 500 A described above, and like parts are designated by a B after the reference numerals. As shown in the exemplary embodiments of FIGS.
- the frame 519 also is attached at a top end thereof via a plate 521 to main duct 596 that is configured to receive air from a remotely positioned fan (not shown) and mate with the ducts 596 A and 596 B associated with each flow cell 500 A and 500 B to provide cooling air to each flow cell 500 A and 500 B, as has been described above.
- FIG. 6 flow cell 500 B is shown in its fully inserted and locked position in frame 519 , while flow cell 500 A is shown partially inserted.
- FIG. 7 shows a view of the frame 519 with flow cell 500 A removed entirely and flow cell 500 B fully inserted and locked in position relative to the frame 519 .
- the frame 519 may define a relatively large opening 523 configured to receive both the flow cells 500 A and 500 B.
- the outer perimeter of the opening 523 may have a stepped profile 524 configured to support the support plate on which the heater block rests.
- the configuration of the opening 523 permits locking pins 590 A and 590 B provided on the flow cells 500 A and 500 B and the covers 514 A and 514 B with the substrates 510 A and 510 B positioned in the opening thereof to extend through the opening 523 to the opposite side from the side of insertion of the flow cells 500 A and 500 B.
- Spring-loaded blocks 585 A and 585 B that have a central opening configured to be slidable along a respective positioning shaft 586 A and 586 B may be provided on the frame 519 proximate a bottom of the opening 523 .
- the shafts 586 A and 586 B may have a head 589 A and 589 B on one end thereof and a spring ( 588 A shown in FIG. 8 ) may be fitted between the blocks 586 A and 586 B and the heads 589 A and 589 B.
- the size of the heads 589 A and 589 B is larger than the size of the openings of the blocks 585 A and 585 B such that the blocks 585 A and 585 B cannot move off the shafts 586 A and 586 B past the heads 589 A and 589 B.
- the blocks 585 A and 585 B and shafts 586 A and 586 B may be positioned substantially in a center of each side of the opening 523 into which each flow cell 500 A and 500 B is received so as to cooperate with locating shoes 555 A and 555 B disposed at the bottom of each of the flow cells 500 A and 500 B. This helps to position and insert the flow cells 500 A and 500 B into the frame 519 .
- the locating shoes 555 A and 555 B may define a U- or C-shaped surface the concave side of which is configured to engage with and move along the positioning shafts 586 A and 586 B.
- FIG. 8 a partial side view of an exemplary embodiment of the flow cell 500 A during insertion into the frame 519 is depicted. It should be understood that the insertion of the flow cell 500 B follows the same methodology. To insert the flow cell 500 A, the entire flow cell 500 A may be tilted as shown in FIG. 8 such that the locating shoe 555 A engages around the shaft 586 A between the spring-loaded block 585 A and the frame 519 . In this tilted position, the top of the flow cell 500 A may be tilted outwardly away from the frame 519 .
- a support member defining a support ledge 587 A may be attached to an end of the shaft 586 A that extends through the plate 519 opposite from the end of the shaft 586 A proximate to which the block 585 A is positioned.
- the ledge 587 A may be configured to mate with a bottom portion of the cover 514 A (e.g., a portion through which a hinge pin of the hinge 595 A is inserted to hingedly couple the cover 514 A to the plate 579 A and frame elements 535 A, 536 A, and 551 A).
- the locating shoe 555 A moves away from the frame 519 and engages with the spring-loaded block 585 A. The bottom of the flow cell is thus clamped into position between the forces from the support ledge 587 A and the spring-loaded block 585 A.
- FIG. 9 shows a partial view of the flow cells 500 A and 500 B from the side of the frame 519 through which the covers 514 A and 514 B protrude when the flow cells 500 A and 500 B are inserted in the frame 519 .
- flow cell 500 B is shown fully inserted and locked into position in the frame 519
- flow cell 500 A is shown partially inserted in the frame 519 (e.g., the locking pin 590 B is not in the locked position).
- the locking pins 590 A and 590 B may be mounted perpendicularly relative to a rotatable shaft ( 592 A shown in FIGS. 5A and 5B ).
- the locking pins 590 A and 590 B via the rotatable shaft, can be rotated clockwise 90° from a substantially horizontal, unlocked position (e.g., substantially parallel with the ground) to a vertical, locked position (e.g., substantially perpendicular to the ground), as depicted by the position 590 B in FIG. 9 .
- a free end of the locking pins 590 A and 590 B are configured to engage with respective rubber blocks 598 A and 598 B mounted to the frame 519 .
- the engagement between the locking pins 590 A and 590 B and the respective rubber blocks 598 A and 598 B is sufficient to cause a slight downward force on the respective flow cells 500 A and 500 B to clamp the flow cells 500 A and 500 B in and down.
- Handles 594 A and 594 B may be mounted to the rotatable shafts 592 A and 592 B (shown in FIGS. 5A , 5 B, and in cutaway in FIG. 10 ) opposite to the ends at which the pins 590 A and 590 B are mounted. So positioned, the handles 594 A and 594 B may provide a grasping mechanism with which a user can rotate the shafts and thus the pins 590 A and 590 B to lock and unlock the flow cells 500 A and 500 B in the frame 519 . With reference to FIG. 6 , handle 594 A is in an unlocked position and extends outwardly from the duct 596 A associated with flow cell 500 A. Handle 594 B in FIG.
- the handles 594 A and 594 B may be rotated clockwise about 90° and folded downward in a pivoting motion relative to the shafts 592 A and 592 B and into the respective recesses in the ducts 596 A and 596 B. In such a position, it is clear to a user that the flow cells 500 A and 500 B are locked in position.
- the locking pins 590 A and 590 B are prevented from being unlocked accidentally since to do so requires a user to lift the handles 594 A and 594 B and then to rotate the handle 594 A and 594 B.
- Such an exemplary configuration also may be desirable since the actuating mechanisms (e.g., handles 594 A and 594 B) to lock the flow cells 500 A and 500 B to the frame 519 are on an opposite side from the actuating mechanisms 576 A and 576 B to lock the covers 514 A and 514 B of the flow cells 500 A and 500 B.
- FIG. 10 depicts a partial cutaway cross-sectional view of the flow cell 500 B fully inserted in a locked position within the frame 519 adjacent flow cell 500 A.
- the various elements of the flow cells 500 A and 500 B discussed above are labeled correspondingly in this cutaway view.
- a benchtop loading fixture may be used.
- a benchtop loading fixture One exemplary embodiment of a benchtop loading fixture, and various parts thereof, useful for holding a detachable flow cell in position while a user positions a substrate therein is depicted in FIGS. 11-14 .
- a bench top loading fixture 1100 is depicted with a flow cell 500 (flow cell 500 may have the configuration described above with reference to flow cells 500 A and 500 B of FIGS. 5-10 ) loaded onto the bench top loading fixture 1100 in an open position to position the substrate 510 to be subjected to reaction and/or analysis in the flow cell 500 .
- FIG. 12 illustrates a transparent view of the bench top loading fixture 1100 with the flow cell 500 also made transparent so that only the substrate 510 is visible.
- the bench top loading fixture 1100 may include a housing 1150 substantially in the form of a rectangular box.
- the top surface 1125 of the housing 1150 may be configured to support the cover 514 of the flow cell 500 , as shown in FIG. 11 . More specifically, the top surface 1125 may define an opening 1120 therethrough.
- extending through the opening 1120 may be a rotatable actuating member 1135 having an end portion 1136 configured to engage the flow cell to rotate the closure mechanism on the cover, as will be described in further detail below.
- the rotatable actuating member 1135 is configured to support the cover 514 of the flow cell 500 proximate the rotatable closure mechanism disposed at the free end of the cover 514 , and the remaining length of the cover 514 is configured to rest on the top surface 1125 of the fixture 1150 .
- the top surface 1125 may also define a recess 1130 that is positioned just below the cover 514 when the flow cell 500 is in the supported position of FIG. 11 .
- the recess 1130 is configured to receive part of the flow cell 500 (e.g., an end of frame 579 ) when the flow cell 500 is rotated to its open position, as shown in FIG. 11 .
- one or more stops 1115 may be positioned. The stops 1115 may provide a surface upon which the relatively heavier frame elements (e.g. 536 and 551 ) of the flow cell 500 may rest when the flow cell 500 is in the open position.
- the height of the stops 1115 may be sufficient to maintain the cover 514 and the remaining portions of the flow cell 500 substantially perpendicular to each other.
- the stops 1115 may be made of rubber or other elastic material to provide a cushioned surface against which the flow cell frame elements may rest.
- stops 1145 e.g., rubber stops
- stops 1145 also may be provided on the bottom surface of the fixture 1150 to help prevent sliding of the fixture 1150 relative to a surface on which it rests and to absorb motion associated with loading the flow cell 500 onto the fixture 1150 .
- a pair of pins 1136 extend through the housing 1150 of the fixture 1100 substantially perpendicularly to the top surface 1125 . Inside the housing 1150 , the lateral surfaces of the pins 1136 engage with the lateral surface of a friction roller 1140 . The friction roller 1140 extends substantially perpendicular to the pins 1136 .
- a winding member 1144 may be attached to a shaft extending through the roller 1140 .
- the winding member 1144 may be positioned externally to the housing so that a user can grasp the winding member 1144 to rotate the roller 1140 .
- Rotation of the roller 1140 causes the pins 1136 to move up and down through the holes 1121 .
- the pins 1136 may be moved via the roller 1140 such that they extend through the holes 1121 and a substrate 510 that is desired to be loaded into the flow cell 500 may be positioned with its corners at a top edge thereof resting on the pins 1136 and the corners at the opposite edge thereof seated in the recess of the cover 514 .
- the pins 1136 may gradually be lowered to lower the edge of the substrate 510 resting on the pins 1136 down into the recess of the cover 514 .
- each pin 1136 may have a cut-out recessed segment that is configured to receive a corner of the substrate 510 .
- the cut-out recess may be formed with relatively smooth surfaces so as to avoid the surface of the substrate 510 contacting sharp edges. Further, as the pins 1136 are lowered, the recessed surfaces of the pins 1136 may push against the respective corners of the substrate 510 to push the substrate 510 toward and eventually against the bottom edge of the recess in the cover 514 that receives the substrate 510 .
- the end of the actuating member 1134 that extends out of the hole 1120 to an exterior of the top surface 1125 has a protruding structure 1134 configured to engage with the actuation mechanism 576 of the flow cell 500 .
- the actuation mechanism 576 may comprise a substantially rectangular recess 577 and the protrusion 1134 may have a similar shape and be of a size configured to be received in the recess 577 in a mating engagement. In this way, the flow cell 500 can be supported at one end thereof by the actuation mechanism 576 resting on the protrusion 1134 .
- the actuating member 1135 may have a larger upper region 1135 a and a smaller bottom region 1135 b.
- the smaller bottom region 1135 b may be configured to be received in a hole 1123 that extends through a bottom surface of the housing disposed substantially opposite to the top surface 1125 .
- the actuating member 1135 may be configured to be biased in an upward direction via a spring 1137 which is positioned around the smaller bottom region 1135 b of the actuating member 1135 between an interior of the bottom surface 1126 and the larger upper region 1135 a of the actuating member 1135 .
- the spring 1137 may be configured to absorb some of the weight of the flow cell 500 when the flow cell is engaged with the actuating member 1135 .
- the flow cell 500 can be placed in the closed position and the actuating member 1135 may be rotated, which in turn causes rotation of the actuating mechanism 576 and rotatable closure mechanism 575 .
- a lever 1160 may be coupled to the actuating member 1135 within the housing and may extend substantially perpendicular or at a slight angle relative to the longitudinal axis of the actuating member 1135 .
- a slot 1165 may be provided on a lateral end surface of the housing and the lever 1160 may extend through the slot 1165 . The lever 1160 may thus be moved along the slot 1165 to rotate the actuating member 1135 as desired.
- Such an arrangement may permit loading the substrate and beginning reactions in the flow cell to be accomplished more quickly than in an arrangement wherein the flow cells are loaded in a detached position from the microscope stage.
- the flow cell may be connected to various reservoirs, pumps, and other flow mechanisms to flow substances for reaction and/or analysis into and out of the flow cell, it may be cumbersome to remove the flow cell from the microscope stage, requiring disconnection of the flow cell from various flow structures. Also, by permanently attaching a flow cell to the microscope stage and loading the substrate into such an attached flow cell, it may be possible to achieve better control over the positioning of the substrate and thus to focus the optics and other detection mechanisms more accurately.
- a flow cell may be configured to be loaded with a substrate in a horizontal position while the flow cell is mounted to a microscope stage.
- a user may load a substrate onto the sample block of the flow cell with the flow cell in an open position and, after the substrate is loaded on the sample block, close the flow cell such that the substrate is in a substantially vertical position in the formed flow cell reaction chamber for performing reactions and/or analysis.
- the flow cell is configured to precisely position the substrate such that accurate imaging and detection of the substrate occurs.
- the plane of the sample block on which the substrate is mounted and the plane of the substrate surface being imaged is substantially parallel to a focal plane of the microscope (e.g., including the various imaging optics and detection elements used to image the substrate).
- a focal plane of the microscope e.g., including the various imaging optics and detection elements used to image the substrate.
- placing the substrate in a substantially predictable position when the flow cell is closed may make focusing on the substrate more efficient.
- FIG. 15 One exemplary embodiment of an independently accessible dual flow cell biological analysis instrument that permits a user to load a substrate into the flow cell in a horizontal position (e.g., with the large surface area of the substrate substantially parallel to the ground) is depicted in FIG. 15 .
- one or more frames such as frames 1519 A and 1519 B having a substantially C-shaped configuration, may be affixed to the microscope stage 1501 and used to achieve appropriate positioning of a substrate being analyzed in a flow cell mounted to the frame when the flow cell is in a closed position, as will be explained in more detail below.
- two substantially symmetrical C-shaped frames 1519 A and 1519 B may be mounted to a microscope stage 1501 .
- the flow cells 1500 A and 1500 B may be mounted to the respective frames 1519 A and 1591 B and placed in an open position (shown by flow cell 1500 B) and closed position (shown by flow cell 1500 A) by rotating (e.g., pivoting) the flow cells 1500 A and 1500 B relative to the frames 1519 A and 1519 B.
- a substantially rigid hinge shaft, shown by element 1595 A in FIG. 15 may be used to mount the flow cells 1500 A and 1500 B to the frames 1519 A and 1519 B.
- a fixed ball rest shown by elements 1597 A and 1597 B in FIG. 15A , also may be provided on each frame 1519 A and 1519 B.
- the fixed ball rests are configured to provide a support surface for the flow cells 1500 A and 1500 B in an open position such that the flow cell remains substantially horizontal (e.g., parallel to the ground).
- the frames 1519 A and 1519 B utilize the fixed balls 1597 A and 1597 B in conjunction with top and bottom jack screws 1560 A and 1560 B may be used to support the frames 1519 A and 1519 B relative to the microscope stage and also to adjust the frames 1519 A and 1519 B so that their lateral surfaces are substantially parallel to the microscope stage.
- FIG. 15B depicts a partial perspective cross-sectional view of frame 1519 A showing the top jack screw 1560 A mounted in a threaded sleeve 1561 A for adjusting the frame 1519 A relative to an exemplary embodiment of an adaptor bracket 1550 that may be bolted to the microscope stage.
- the frames 1519 A and 1519 B may be mounted directly to the microscope stage.
- the frames 1519 A and 1519 B When mounted to the microscope stage 1501 , the frames 1519 A and 1519 B define openings ( 1523 B being shown in FIG. 15 ) that are configured to receive the faces of the flow cells 1500 A and 1500 B that hold the substrates 1510 A and 1510 B and sample blocks (not shown).
- the substrate may be held in a carrier that is configured to be removably engaged with the sample block of the flow cell, which will be described below in more detail with reference to the exemplary embodiments of FIGS. 22-30 and 39 - 43 .
- each frame 1519 A and 1519 B substantially align with the optically transparent region 1502 (e.g., opening) of the microscope stage 1501 to permit imaging of the substrates loaded in the flow cells 1500 A and 1500 B when the flow cells 1500 A and 1500 B are in the closed position.
- optically transparent region 1502 e.g., opening
- the flow cells 1500 A and 1500 B may include a frame element 1551 A and 1551 B configured to support the sample blocks (not shown) on which the substrates are mounted.
- the frame elements 1551 A and 1551 B also may have various thermal components (e.g., a Peltier device, not shown, and/or a heat sink, shown by element 1580 B) mounted to the frame elements 1551 A and 1551 B for providing heating and/or cooling of the reaction chambers formed by the flow cells 1500 A and 1500 B between the sample blocks and the mounted substrates (e.g., 1510 B shown in FIG. 15 ); the formation of the reaction chamber between the sample block and the substrate is described above and therefore is not being described In this section.
- various thermal components e.g., a Peltier device, not shown, and/or a heat sink, shown by element 1580 B
- a duct 1596 A and 1596 B also may be supported by the frame element 1551 A and 1551 B and configured to mate with main ductwork (not shown) to deliver cooling fluid (e.g., air) from a remote cooling source (e.g., a fan) to cool the flow cell reaction chambers.
- cooling fluid e.g., air
- a remote cooling source e.g., a fan
- the ducts 1596 A and 1596 B may have open ends that are configured to mate with main ductwork to receive the cooling fluid positioned so as to face a bottom of the flow cells 1500 A and 1500 B when the flow cells are in a closed position (for example, to face toward a location of where the flow cells 1500 A and 1500 B attach to the frames 1519 A and 1519 B).
- Such a positioning of the ducts 1596 A and 1596 B may permit the cooling fluid delivered from the remote cooling source to be delivered from the bottom of the flow cells 1596 A and 1596 B and into the heat sink, as opposed to from a top of the flow cells 1596 A and 1596 B.
- thermal components depicted in FIG. 15 including the ducts 1596 A and 1596 B, may be replaced or used in combination with various other thermal components to heat and cool the flow cell reaction chambers.
- thermal components include, but are not limited to, recirculating cooling liquid systems, heat pipes, evaporative cooling, and various other thermal systems such as those described in U.S. application Ser. No. 11/757,286, incorporated by reference herein.
- each flow cell 1500 A and 1500 B may include a lever lock 1575 A and 1575 B having a configuration and operational principles similar to lever locks 275 A and 275 B described above with reference to the exemplary embodiment of FIGS. 2A and 2B .
- the lever locks 1575 A and 1575 B are positioned substantially toward a top center of the flow cells 1500 A and 1500 B and include a handle portion that can be grasped by a user to lock the flow cells 1500 A and 1500 B.
- a length of the lever lock handle extends substantially vertically and parallel to the flow cell 1500 A and serves as an obvious indication that the flow cell is in the closed, locked position.
- the handle portion of the lever lock 1575 A is lifted upward.
- FIG. 44 illustrates a partial cross-sectional view of the flow cell 1500 A of FIG. 15 illustrating lever lock 1575 A in a locked position.
- a hook on the end of the lever lock 1575 A engages with a flange member 1576 A mounted to the C-shaped frame 1519 A.
- lifting the handle portion of the lever lock 1575 A upward in FIG. 15 rotates the lever lock 1575 A about a pin and 1577 A and moves the hook portion out of engagement with the flange member 1576 A, thereby permitting the flow cell 1500 A to be rotated to the open position shown by flow cell 1500 B.
- the pair of leveling screws 1560 A and 1560 B provided on the frames 1519 A and 1519 B may be adjusted to adjust the frames 1519 A and 1519 B, and thus the flow cells 1500 A and 1500 B, relative to the microscope stage.
- the leveling screws 1560 A and 1560 B which may be jack screws, may work in conjunction with a mounting screw (shown by element 1563 A in FIG. 15B ).
- the mounting screws may be used to mount the frame 1519 A and 1519 B to the microscope stage 1501 .
- the mounting screws may have spring washers, such as, for example, Belleville spring washers (shown by element 1562 B in FIG. 15B ), that permit the mounting screws to maintain a roughly constant holding force while the jack screws 1560 A and 1560 B are adjusted over a slight distance.
- the ability to adjust the leveling screws 1560 A and 1560 B permits adjusting the surface of the substrate in the flow cells 1500 A and 1500 B that is being imaged so that it is substantially parallel to the focal plane (or two-dimensional direction of travel) of the microscope stage.
- the mounting screws be appropriately adjusted relative to the range of the washer springs so that the mounting screws exert a force on the frames 1519 A and 1519 B and the microscope stage 1501 sufficient to substantially position the flow cells 1500 A and 1500 B without creating a bending force on the frames 1519 A and 1519 B and stage 1501 .
- FIGS. 16-18 Another exemplary embodiment of a flow cell arrangement configured to permit loading of the substrate into the flow cell in a horizontal position while the flow cell is mounted to the microscope stage is depicted in FIGS. 16-18 .
- flow cells 1600 A and 1600 B may be mounted directly to a microscope stage 1601 , rather than to a frame that is mounted directly to the microscope stage like in the exemplary embodiment of FIG. 15 described above.
- the microscope stage 1601 may be a microscope stage made commercially available by Ludl Electronic Products, Ltd., however, various microscope stages known to those skilled in the art may be employed in conjunction with the present teachings without departing from the scope thereof.
- FIG. 16 depicts both flow cells 1600 A and 1600 B in a closed position for performing reactions and/or analysis within the flow cell chambers.
- FIG. 17 depicts flow cell 1600 A in a closed position and flow cell 1600 B in an open position for loading a substrate, substrate 1610 B shown in FIG. 17 , in the flow cell 1600 B. In the illustration of FIG. 17 , the bottom portion of the microscope stage 1601 is not shown.
- the flow cells 1600 A and 1600 B are mounted directly to the microscope stage 1601 via hinges 1695 A and 1695 B that include spherical bearings.
- the spherical bearing hinges 1695 A and 1695 B may provide a relatively wide range of motion (e.g., rotational motion) of the flow cells 1600 A and 1600 B relative to the microscope stage 1601 , but also serve as a fixed rest point for the flow cells 1600 A and 1600 B when they are in the open position, as shown by flow cell 1600 B in FIG. 17 .
- the hinge mechanism 1695 A Details of the hinge mechanism 1695 A are depicted in the close-up, sectioned view of the hinge mechanism 1695 A shown in FIG. 18 .
- the view of FIG. 18 shows the interior of the hinge 1695 A with the flow cell 1600 A being removed therefrom.
- the hinge mechanism 1695 B has the same structure as hinge 1695 A, but is oppositely configured such that the two are mirror images of each other.
- the hinge 1695 A includes two shafts 1682 disposed at substantially opposite ends and on which the flow cell 1600 A is configured to be rotatably mounted.
- a spherical bearing 1684 surrounds each shaft 1682 to permit the shafts 1682 , and thus the flow cell 1600 A, to move rotationally and at an angle.
- An outer bushing 1686 may be used to limit the tilt of the spherical bearings 1684 .
- the outer bushing 1686 may be configured to permit the spherical bearings 1684 to have a range of motion sufficient for leveling the flow cell in the closed position (e.g., for adjusting the large surface area of the substrate in the flow cell such that it is substantially parallel with the focal plane of the microscope optics), but limit the range of motion such that the flow cell 1600 A does not move significantly (e.g., clockwise or counterclockwise) during loading of the flow cell 1600 A when in the open position. It is desirable that the bearings 1684 return to substantially the same position when moving the flow cell 1600 A from the open to the closed position.
- a preloaded spring 1688 may be used to return the bearings 1684 to substantially the same position each time the flow cell 1600 A is moved to the closed position.
- the force applied by the spring 1688 may be selected such that it is at least equal to the weight of the flow cell and any other forces that tend to deflect the position of the bearing 1684 when the flow cell is closed.
- dampers 1640 A and 1640 B may be attached at one end to the microscope stage 1601 and at the opposite end to the flow cells 1600 A and 1600 B to facilitate smooth operation and control over the opening and closing of the flow cells 1600 A and 1600 B.
- the dampers 1640 A and 1640 B may be either hydraulic or pneumatic dampers.
- a friction-based damping mechanism may be employed since the friction needed to stop the motion of a flow cell is less than a user could relatively easily exert.
- the spherical bearings of the hinges 1695 A and 1695 B serve to return the flow cells 1600 A and 1600 B to substantially the same position each time the flow cells 1600 A and 1600 B are moved from the open to the closed position
- one or more leveling screws disposed toward a top of the flow cells 1600 A and 1600 B in the closed position may be used.
- a pair of leveling screws 1660 A and 1660 B may be provided proximate the end of each of the flow cells 1600 A and 1600 B opposite to the end at which the flow cells 1600 A and 1600 B are hinged to the microscope stage 1601 .
- the leveling screws 1660 A and 1660 B may be configured to adjust the position of the flow cells 1600 A and 1600 B in a direction substantially perpendicular to the plane of the drawing sheet to alter the position of the substrates within the flow cells within and parallel to the focal plane of the microscope.
- the leveling screws 1660 A and 1660 B may be actuated from external the flow cells 1600 A and 1600 B when they are in the closed position.
- a screwdriver or other tool designed to engage with a head of the leveling screws may be used to turn the leveling screws 1660 A and 1660 B to achieve desired positioning of the flow cells 1600 A and 1600 B and thus the substrates loaded therein.
- a force exerted by the leveling screws 1660 A and 1660 B to move the flow cells 1600 A and 1600 B outwardly from the microscope stage 1601 during adjusting of the position of the flow cells 1600 A and 1600 B may act against the a closure mechanism (e.g., a latch) configured to lock the flow cells 1600 A and 1600 B in a closed position (e.g., as shown in FIG. 16 ). It may be desirable therefore to configure the latch to provide a relatively constant closure force over a relatively wide range of adjustment of the flow cells 1600 A and 1600 B (in other words, a relatively wide range of force exerted against the closure mechanism by the leveling screws 1660 A and 1660 B).
- a closure mechanism e.g., a latch
- a closure mechanism that includes a latch element and compression spring may be used to permit a relatively wide range of adjustment by the leveling screws 1660 A and 1660 B without risk of overcoming the closure force.
- the closure mechanism may comprise a rotatable latch 1692 A that extends from an end of a rotatable shaft 1691 A in a direction substantially perpendicular to the longitudinal axis of the shaft 1691 A.
- a handle 1694 A may be provided on an end of the shaft 1691 A opposite to the latch 1692 A and may be positioned externally to the housing of flow cell 1600 A, as best shown in FIGS. 16 , 17 , 20 , and 21 .
- the handle 1694 A may be pivotably mounted at one end to the flow cell 1600 A and configured to rotate approximately 90° from a substantially horizontal position (e.g., parallel to the ground) to a substantially vertical position, shown in the figures, to lock the flow cell 1600 A into position relative to the microscope stage 1601 when the flow cell 1600 A is in the closed position. Rotation of the handle 1694 A causes rotation of the shaft 1691 A and latch 1692 A. Rotating the latch 1692 A moves the latch 1692 A into and out of engagement with a cooperating lip on a closure block 1697 A (shown in FIG. 16 , 17 , and in a transparent view in FIG.
- closure blocks 1697 B configured to cooperate with the latch ( 1692 B) on flow cell 1600 B also are shown in those figures) mounted to the microscope stage 1601 .
- closure blocks 1697 B configured to cooperate with the latch ( 1692 B) on flow cell 1600 B also are shown in those figures) mounted to the microscope stage 1601 .
- the closure mechanism also may include a compression spring 1693 A disposed around the rotatable shaft 1691 A between a washer 1699 A and the frame 1651 A.
- a bushing (not shown) surrounds the shaft 1691 A within the frame 1651 A, permitting the shaft 1691 A to rotate and move up and down relative to the frame 1651 A
- the spring 1693 A may be configured to provide the force that maintains the flow cell 1600 A in the locked, closed position relative to the microscope stage 1601 .
- the spring 1693 A may permit a relatively wide range of adjustment of the flow cell 1600 A by the leveling screws 1660 A and 1660 B in a direction substantially perpendicular to the plane of the drawing sheet of FIG. 16 while maintaining a substantially constant closing force between the latch 1692 A and the closure lip on block 1697 A.
- the compression spring 1693 A By utilizing the compression spring 1693 A, the latch 1692 A need not be in an exact position relative to the closure block 1697 A to lock the flow cell 1600 A.
- closure mechanism described above with reference to FIGS. 19-21 permits a user to easily determine whether the corresponding flow cell is in a locked position or unlocked position, and also controls the closure force independent of user operation.
- closure mechanisms such as, for example, a thumb screw
- FIGS. 19-21 permits a user to easily determine whether the corresponding flow cell is in a locked position or unlocked position, and also controls the closure force independent of user operation.
- thumbscrews and/or other similar mechanisms without departing from the scope of the present teachings.
- FIGS. 19-21 again depict flow cell 1600 A, but it should be understood that flow cell 1600 B can be similarly configured.
- the frame 1651 A may include a protrusion 1652 A (e.g., tongue) that extends upwardly from an end of the frame 1651 A when the flow cell 1600 A is in the closed position (e.g., the protrusion 1652 A extends upwardly in the orientation shown in FIG. 16 ).
- the protrusion 1652 A is configured to be positioned between the closure block 1697 A on one side and a stop 1604 (which may be made of rubber or other suitable elastic material configured to provide a compression against the protrusion 1655 A) on the other side.
- the protrusion 1652 B of flow cell 1600 B may similarly be configured to be positioned between the closure block 1697 B and the stop 1604 in the closed position of the flow cell 1600 B.
- a spring-loaded shaft 1698 A housed in the closure block 1697 A may be biased so as to extend out of the closure block 1697 A and into contact with a side of the protrusion 1652 A.
- the protrusion 1652 A may thus be clamped between the stop 1604 and the shaft 1698 A.
- the shaft 1698 A may have a ball or other element on the end thereof that contacts the protrusion 1652 A so as not to cause damage thereto.
- the ball or other contact element may be made of a material, such as rubber, for example, that minimizes damage to the protrusion 1652 A.
- the action of rotating the latch 1692 A also may push the protrusion 1652 A against the stop 1604 to provide an additional clamping force.
- the respective spherical bearing hinges and leveling screws may cooperate to adjust the flow cells 1600 A and 1600 B such that the substrates therein are positioned in the appropriate focal plane of the microscope (e.g., the larger area surface of the substrate that is being images is positioned within and parallel to the focal plane).
- the spherical bearing hinges and protrusions may then cooperate to position the flow cells 1600 A and 1600 B in a particular position within the focal plane (e.g., move the flow cells 1600 A and 1600 B in a direction parallel to the focal plane).
- the exact position of the flow cells 1600 A and 1600 B along the focal plane is not critical.
- a flow cell configuration that enables a user to load the substrate or other sample holder into the flow cell in a substantially horizontal position may facilitate the loading of the substrate as the substrate is easier to manipulate onto a horizontal surface than a vertical surface. Further, as discussed above, mounting a substrate in the substantially horizontal position may provide an opportunity for a user to clean any contamination or other substances at least from the surface of the substrate that faces the user after the substrate has been loaded in the flow cell. In addition, loading the substrate in a substantially horizontal position may hinder substance adhered to the substrate, such as, for example, glycerol that is placed on the slide to prevent the slide from drying out, from flowing down the surface of the substrate and dripping onto other components of the flow cell. Also, handling and loading the substrate in a horizontal position may permit the substrate to be loaded more rapidly, thereby decreasing the time that the substrate is exposed to the air and the risk of the substrate drying out.
- a slide carrier may be configured to hold the sample substrate during loading of the flow cell and within the flow cell while reactions and/or analysis of the substrate is performed.
- FIGS. 22-29 and 39 - 43 depict various views of some exemplary embodiments of a slide carrier and how that carrier may be configured to be coupled to a frame and sample block of a flow cell configured for enabling loading of a substrate in a horizontal position (such as, for example, the flow cells 500 A, 500 B, 1500 A, 1500 B, 1600 A, or 1600 B described above).
- the slide carrier 2200 is in the form of a frame 2212 configured to surround the substrate 2210 .
- carrier frames in accordance with exemplary embodiments may be made of machined aluminum.
- Other suitable materials for the carrier frames disclosed herein may include materials that are stiff enough to withstand a force required to compress the sealing mechanism on the heater block without flexing.
- the frame 2212 defines a relatively large opening 2223 that is configured to substantially align with a portion of the large surface area of the sample substrate 2210 when the sample substrate 2210 is positioned therein. Surrounding the opening 2223 , the frame 2212 has a stepped profile, the lower portion of which in the view of FIG.
- the substrate 2210 may be received in the frame 2212 such that the surface of the substrate 2210 facing up in the orientation of FIG. 22 is the surface that carries the sample to be analyzed and/or reacted. As shown in FIG. 22 , the thickness of the frame 2212 may be larger than the thickness of the substrate 2210 .
- a radiused region 2240 may be formed in the frame 2212 and extend around the perimeter of the substrate 2210 when the substrate 2210 is mounted in the carrier 2200 . The radiused region 2240 may collect any substance that may drip off of the mounted substrate 2210 when the substrate 2210 is placed in a susbstantially vertical position upon closing the flow cell.
- Retaining fingers 2230 may be pivotably mounted to the slide carrier frame 2212 .
- four retaining fingers 2230 may be positioned to engage with the substrate 2210 proximate the four corners of the sample substrate 2210 . Operation and additional details regarding the retaining fingers 2230 are described below.
- the slide carrier 2200 also may include, in various exemplary embodiments, clamping extensions 2220 (e.g., ears) on two diagonally opposing corners thereof, the purpose of which will become apparent from the more detailed explanation set forth below.
- clamping extensions 2220 e.g., ears
- one of the clamping extensions 2220 may be provided with an indicator 2215 , such as, for example, a bar code label, radio-frequency identification (RFID) tag, and/or other indicator useful for identifying the carrier and/or containing information about the sample on a given slide held by the carrier.
- RFID radio-frequency identification
- FIG. 23 two of the retaining fingers 2230 are depicted, with the one on the left of the figure illustrating a disengaged position of the retaining finger 2230 relative to the substrate 2210 and the one on the right illustrating an engaged position of the retaining finger 2230 in which the retaining finger 2230 clamps the substrate 2210 .
- the retaining fingers 2230 may be positioned in respective recessed regions 2232 of the carrier frame 2212 .
- the recessed regions 2232 and the retaining fingers 2230 may have cooperating profiles such that one or more surface portions of the recessed regions 2232 engages with one or more surface portions of the retaining fingers 2230 as the fingers 2230 are rotated into the clamping position shown by the right retaining finger 2230 in FIG. 23 .
- the engagement of the one or more surface portions of the retaining fingers 2230 and recessed regions 2232 stops further rotation of the retaining fingers 2230 .
- the surface portions of the retaining finger 2230 and the recessed region 2232 that engage are identified by S.
- Rotation of the retaining fingers 2230 out of engagement with the recessed regions 2232 permits the retaining fingers 2230 to be move entirely away from the surface of the substrate 2210 to permit the substrate 2210 to be removed from the carrier frame 2212 .
- the retaining fingers 2230 may be rotated via screws or other mechanisms familiar to those skilled in the art (not shown). It may be desirable to configure the retaining fingers 2230 and recessed regions 2232 such that each of the retaining fingers 2230 is configured to be rotated in the same direction to place the retaining fingers 2230 in a clamping position and likewise to place the retaining fingers 2230 in a disengaged position. Those having ordinary skill in the art would understand various modifications that could be made to the exemplary embodiments shown herein to achieve such common direction of rotation.
- the retaining fingers in accordance with various exemplary embodiments of the present teachings may be made of stainless steel with the tips coated with rubber to provide a soft surface between the fingers and the substrate.
- Other materials that may be used for retaining fingers include materials that are soft enough so as not to damage the substrate when placed in contact therewith, yet strong enough to withstand wear and tear.
- the entire carrier 2200 with the substrate 2210 therein may be loaded into a flow cell, as depicted in the exemplary embodiment of FIGS. 24-29 .
- the configuration of the flow cell depicted in FIGS. 24 and 26 - 29 is like that of the flow cells 1600 A and 1600 B described above, it should be understood that the manner in which the substrate carrier 2200 is loaded may also be implemented in a flow cell having a configuration like that of flow cell 1500 A or 1500 B, or other flow cells described herein, with appropriate modifications to such flow cells to include mechanisms for holding the substrate relative to the heater block, for example.
- the flow cell being described is flow cell 1600 A; it should be understood that the various parts of the flow cell 1600 A applies to the flow cell 1600 B, with orientation and positioning of the various elements being modified as appropriate.
- the position of the assembly shown in FIG. 23 is inverted such that the recess defined by the frame 2212 receives the sample block 1612 A, causing the surface of the substrate 2210 that has sample attached thereon to rest on a sealing mechanism 1615 A (e.g., gasket) on the upper surface of the sample block 1612 A.
- a sealing mechanism 1615 A e.g., gasket
- the stepped profile of the frame 2212 is visible. That profile provides two regions, the first region 2227 for nesting with the substrate 2210 and the second region 2228 defined by the radiused portion 2240 for nesting with the sample block 1612 A.
- the frame 2212 may be configured to envelope the sample block 2212 , surrounding it entirely around its perimeter and surface facing away from the sample block 1612 A.
- the outer perimeter of the frame 2212 may be supported upon a support plate 1619 A to which the sample block 1612 A is mounted on one side.
- the opposite side of the support plate 1619 A faces the frame element 1651 A of the flow cell and the support plate 1619 A may be mounted to the frame element 1651 A.
- the support plate 1619 A may cover any gaps in the frame 1651 A to enclose wires and prevent splashed liquid from entering the interior of the flow cell.
- a reaction chamber between the substrate 2210 and the sample block 1612 A into which various substances (e.g., samples, reagents, buffers, etc.) may be introduced for the purpose of reacting with a sample on the substrate 2210 and/or performing analysis of the substrate 2210 .
- substances e.g., samples, reagents, buffers, etc.
- flow control mechanisms e.g., ports, conduits, valving, pumps, etc.
- spacers 1616 A may project up from the surface of the sample block 1612 A to engage and support the substrate 2210 .
- the spacers 1616 A (only two of which are shown in FIGS. 24 and 25 ) are disposed to support the four corners of the substrate 2210 .
- the surfaces of the spacers 1616 A on which the substrate 2210 rests are slightly higher than the surface of the sample block 1612 A with which the substrate 2210 forms the reaction chamber.
- the spacers 1616 A may thus be configured to fix the gap between the sample block 1612 A and the substrate 2210 to determine the volume of the reaction chamber formed therebetween and thus the volume of liquid that may be held in the reaction chamber.
- the spacers 1616 A may be parts that are separate from the sample block 1612 A so that at least the top surface of the sample block 1612 A that defines the flow cell reaction chamber may be lapped and polished.
- the spacers 1616 A may be made of, for example, stainless steel and/or other suitable materials offering sufficient rigidity.
- the spacers 1616 A prefferably be relatively hard and not deformable (e.g., compressible) so that resting the substrate 2210 on the spacers 1616 A determines the position of the substrate 2210 when the flow cell is in the closed position; in other words, the focal plane of the substrate 2210 may be set by resting the substrate 2210 on the spacers 1616 A.
- lateral positioning of the substrate 2210 relative to the sample block 1612 A may be facilitated by providing a registration member 1613 A, shown in FIG. 26 , on the sample block 1612 A.
- the registration member 1613 A may be a small projection that is configured to mate with a similarly shaped recess (e.g., notch) 2213 (shown in FIGS. 22 and 23 ) formed in the stepped profile region of the carrier frame 2212 that engages with the sample block 1612 A.
- a clamping mechanism may be used. It may be desirable to provide a clamping mechanism that does not extend over the surface of the carrier frame 2212 that faces the microscope when the flow cell is in a closed position (i.e., the surface of the carrier frame 2212 visible and facing upward in FIG. 24 ) to avoid contacting, and potentially damaging, the microscope objective lens, internal parts of the microscope stage, and/or other optics/detection mechanisms positioned for imaging the substrate 2210 .
- FIGS. 24 and 26 - 30 differing views of an exemplary embodiment of a clamping mechanism comprising rotatable clamping arms 2700 are illustrated.
- the clamping arms 2700 engage with the clamping extensions 2220 provided on each end of the slide carrier frame 2212 at diagonally positioned corners of the frame to provide a clamping force on those extensions 2220 and retain the carrier 2200 and substrate 2210 held therein in position in the flow cell 1600 A.
- the extensions 2220 may have a ramped surface with which the arms 2700 are configured to engage and provide a clamping force.
- the height of the ramped surface of the extensions 2220 may be such that, in the engaged position, the arms 2700 are not positioned beyond (e.g., above) the upper surface of the carrier frame 2212 (e.g., the surface of the carrier frame 2212 facing upward in FIGS. 27-29 ).
- FIGS. 26 and 28 illustrate the arms 2700 rotated in a disengaged (e.g., unclamped) position from the extensions 2220
- FIGS. 27 and 29 illustrate the arms 2700 rotated into an engaged (e.g., clamped) position with the extensions 2220 .
- the clamping arm 2700 may comprise a base portion 2702 and an engagement portion 2704 .
- the base portion 2702 may be mounted to one end of a rotatable shaft 2710 that extends through the thickness of the frame 1651 A.
- the base portion 2702 may be secured to the end of the shaft 2710 that is on the side of the frame 1651 A that supports the sample block (not shown).
- a securing member 2714 e.g., a button head screw
- extending along a length of the shaft 2710 may be used to secure the base portion 2702 to the shaft 2710 .
- the engagement portion 2704 is disposed at an angle off of the base portion 2702 such that when rotated toward the carrier frame 2212 , the engagement portion 2704 travels up the ramped surface of the extensions 2220 and exerts a substantially downward force on the extension 2220 .
- a spring-loaded plunger 2715 in a housing tube 2718 may be used that engages the surface of the frame 1651 A opposite to the surface that faces the arm 2700 .
- the spring-loaded plunger 2715 is attached to the rotatable shaft 2710 via a holding plate 2716 that extends substantially perpendicularly to the shaft 2710 .
- the securing member 2714 extends through the holding plate 2716 to secure the holding plate 2176 to the end of the shaft 2710 opposite to the end at which the base portion 2702 is mounted.
- the holding plate 2716 thus positions the spring-loaded plunger 2715 in substantial alignment with the engagement portion 2704 so that the plunger 2715 and engagement portion 2704 can exert a clamping force on the extension 2220 to clamp the slide carrier 2200 in place in the flow cell.
- the spring-loaded plungers 2715 cooperate with each of the clamping arms 2700 to exert a substantially constant clamping force on each end of the slide carrier 2200 .
- the clamping mechanisms depicted in the exemplary embodiment of FIGS. 24 and 26 - 30 may provide a substantially uniform clamping force that is not user-dependent.
- a foot 2708 may be associated with the engagement portion 2704 of the engagement arm 2700 .
- the foot 2708 may be made of a plastic (e.g., a relatively hard plastic such as PEEK (polyetheretherketones)) or other suitable material configured to reduce friction and wear so that the foot 2708 may engage with the extension 2220 without scratching or otherwise damaging the extension 2220 .
- a plastic e.g., a relatively hard plastic such as PEEK (polyetheretherketones)
- PEEK polyetheretherketones
- FIGS. 39-43 illustrate other exemplary embodiments of a slide carrier and a clamping arm in accordance with the present teachings.
- the slide carrier of the exemplary embodiment of FIGS. 39-41 is similar to that described above with reference to FIGS. 22-28 with modifications to the retaining fingers and clamping surfaces that engage with the clamping arm of the exemplary embodiment of FIGS. 41-43 .
- the slide carrier 3900 in FIGS. 39-41 may comprise retaining fingers 3930 and corresponding recesses 3932 having a different configuration than those in the exemplary embodiment of the slide carrier 2200 described above.
- the retaining fingers 3930 at the top of the slide carrier 2200 are in the clamped, engaged position to hold a substrate 3910 in place and the retaining fingers 3930 at the bottom of the slide carrier 2200 are in the unclamped, disengaged position.
- the retaining fingers 3930 of FIG. 39 are configured to pivot around a heel rather than a screw as in the exemplary embodiment of the slide carrier 2200 .
- the retaining fingers 3930 may include an opening 3933 configured to receive a screw 3935 .
- the size of the opening 3933 is sufficient to allow the retaining fingers 3930 to pivot into and out of the engaged position, as shown by the top and bottom sets of retaining fingers 3930 respectively.
- the screw 3935 may be loosened and the fingers 3930 moved.
- a countersink (not shown) may be used so that when the retaining fingers 3930 are moved into the engaged position and the screw 3935 is tightened, the retaining fingers 3930 are automatically moved to the correct, engaged position and the screw 3935 centers in the countersink.
- FIG. 40 the clamping extensions 3920 of the slide carrier 3900 also are modified from those of the exemplary embodiment of slide carrier 2200 .
- the clamping extensions 3920 have been moved slightly inward closer to the center of the frame 3912 of the carrier 3920 .
- FIGS. 41-43 depict an exemplary embodiment of a clamping arm 4200 that may be used to clamp the substrate carrier 3900 in place in the flow cell in a manner similar to that described above with reference to the exemplary embodiments of FIGS. 24-30 .
- two such clamping arms 4200 may be used to respectively engage with each clamping extension 3920 on the slide carrier 3900 .
- the clamping arm 4200 has similar features as the clamping arm 2700 described above, including a rotatable shaft 4210 configured to pass through the frame 1651 of a flow cell. Those having ordinary skill in the art will understand that the clamping arm 4200 and substrate carrier 3900 may be used in conjunction with the flow cell embodiment of FIG. 15 and that the frame 1651 of the exemplary embodiment of FIG. 16 is used for exemplary purposes only.
- the clamping arm 4200 also may comprise a fixed base portion 4203 and a moveable engagement portion 4204 mounted together via a securement mechanism, such as a screw 4230 , for example.
- the fixed base portion 4203 may in turn be mounted to one end of the rotatable shaft 4210 via a securement mechanism 4214 , such as, for example, a screw, that extends through the base portion 4203 , along the length of the rotatable shaft 4210 , and a clamping plate 4216 disposed at the end of the shaft 4210 opposite the end at which the fixed base portion 4203 is secured.
- a securement mechanism 4214 such as, for example, a screw
- the clamping plate 4216 and the fixed base portion 4203 thus contact opposite sides of the frame 1651 .
- Rotation of the shaft 4210 causes the rotation of the clamping assembly 4200 and can move the engagement portion 4204 into and out of engagement with a clamping extension 3920 of the slide carrier 3900 , as depicted in the outline portion of FIG. 41 .
- a surface of the engagement portion 4204 configured to engage with the clamping extension 3920 of the slide carrier 3900 may be angled (e.g., ramped) such that when rotated toward the carrier frame 3912 , the engagement portion 4204 travels up the ramped surface of the extension 3920 and exerts a substantially downward force on the extension 3920 .
- the screw 4230 may be adjusted to move the engagement portion 4204 closer to the fixed portion 4203 to a position to provide a sufficient clamping force on the carrier 3900 .
- a compression spring 4215 may be received in opposing recesses in the engagement portion 4204 and fixed base portion 4203 so that when the screw 4230 is loosened, the compression spring 4215 lifts the engagement portion 4204 up and away from the fixed base portion 4203 to permit rotation of the clamping arm 4200 out of engagement with the clamping extension 3920 .
- the clamping arms 4200 for each clamping extension 3920 may be manually placed in the engaged and disengaged position to clamp or unclamp the substrate carrier 3900 in the flow cell.
- the slide carrier may be clamped and unclamped into position in the flow cell manually.
- a push-pull knob 1665 A and 1665 B may be used.
- the push-pull knob 1665 A may be coupled to a linkage system 1667 A having a pair of dog-legged linkage arms 1668 A.
- Each linkage arm 1668 A is coupled to the housing tube 2718 of a respective clamping arm 2700 to rotate the clamping arms 2700 upon actuation of the linkage system 1667 A.
- the push-pull knob 1165 A and linkage system 1667 A is shown with the push-pull knob 1165 A pushed inward toward the frame 1651 A, which places the clamping arms 2700 in an engaged (e.g., clamped) position (shown in FIGS. 24 and 27 , for example).
- FIG. 31 the push-pull knob 1165 A and linkage system 1667 A is shown with the push-pull knob 1165 A pushed inward toward the frame 1651 A, which places the clamping arms 2700 in an engaged (e.g., clamped) position (shown in FIGS. 24 and 27 , for example).
- FIGS. 31 and 32 show the push-pull knob 1165 A and linkage system 1667 A with the push-pull knob 1165 A pulled outward away from the frame 1651 A, which places the clamping arms 2700 in a disengaged (e.g., unclamped) position (shown in FIGS. 26 and 28 ).
- the views of FIGS. 31 and 32 show the inner mechanical structure that is housed between the frame 1651 A and flow cell housing cover 1653 A (shown in FIG. 16 ).
- the linkage system 1667 A and other mechanical structure shown in FIGS. 31 and 32 is thus on an opposite side of the frame 1651 A as the side to which the sample block 1612 (and ultimately the substrate carrier 2200 and substrate 2210 ) is mounted.
- a flow cell with a safety feature such that the flow cell is prevented from being closed if the substrate and/or substrate carrier are not clamped into an appropriate position within the flow cell for performing reactions and/or analysis (e.g., imaging).
- a safety feature such that the flow cell is prevented from being closed if the substrate and/or substrate carrier are not clamped into an appropriate position within the flow cell for performing reactions and/or analysis (e.g., imaging).
- FIGS. 33 and 34 illustrate one exemplary embodiment that uses clips 3300 A and 3300 B positioned on the microscope stage 1601 as a safety feature for the flow cells 1600 A and 1600 B of the exemplary embodiment of FIG. 16 .
- FIG. 33 is a partial, sectioned view of the exemplary embodiment of FIG. 16 shown with flow cell 1600 B removed and viewing the instrument from the side of the microscope stage 1601 that faces the microscope and detection optics.
- FIG. 34 is a view of the instrument taken from the opposite side as FIG. 33 .
- the clips 3300 A and 3300 B may be disposed on the upper part of the opening 1602 of the microscope stage 1601 so as to come into contact with clamping arms 2700 on the top of each flow cell 1600 A and 1600 B when the flow cells 1600 A and 1600 B are moved to the closed position if the clamping arms 2700 are in a disengaged position from the extensions 2220 on the substrate carriers 2200 .
- the contact between the clip 3300 A and the clamping arm 2700 prevents the flow cell 1600 A from being completely closed when the clamping arm 2700 is not in a clamped position.
- the clips 3300 A and 3300 B prevent the clamping arms 2700 from being able to rotate out of engagement with the extensions 2220 on carrier 2200 .
- heat may radiate from the flow cell chamber (e.g., during a relatively high temperature reaction (thermocycling) stage).
- thermalcycling relatively high temperature reaction
- the microscope stage may have a relatively thin side that defines the opening in which the flow cells are mounted.
- brace that also serves as a heat sink to the microscope stage frame.
- Such a brace may supply additional support to the microscope stage proximate the opening and also may serve as a heat sink to remove heat from the microscope stage.
- An exemplary embodiment of a brace 3500 attached to a side portion of the microscope stage 1601 located proximate the substrate carrier 2200 of a flow cell in the exemplary embodiment of FIG. 16 is depicted in FIG. 35 .
- FIG. 35 is a cross-sectional view of the flow cell of FIG. 16 taken in plane perpendicular to the drawing sheet of FIG. 16 at about a mid-section of the flow cell 1600 A.
- the brace 3500 may be made of, for example, aluminum or other material offering good thermal conductivity, sufficient stiffness and light weight.
- the brace 3500 may include one or more fins 3502 or similar structures configured to conduct heat away from the microscope stage 1601 when the brace 3500 is mounted thereto.
- the various flow cells described herein in accordance with exemplary embodiments of the present teachings may include various thermal components to provide thermal cycling and/or other temperature regulation of the flow cell.
- U.S. application Ser. No. 11/757,286, incorporated by reference herein provides details regarding various thermal systems and components that may be used in conjunction with the exemplary embodiments of the present teachings.
- the present disclosure also includes some exemplary thermal arrangements, including cooling systems, configured to cool the flow cell reaction chambers of the exemplary embodiments.
- a cooling system comprising a remotely located cooling fan configured to blow air through ducts and onto a heat sink associated with the flow cell has been described.
- Such liquid cooling may be employed by using a liquid heat exchanger such as that depicted in the exemplary embodiment of FIG. 36
- FIG. 36 is a partial cross-sectional view that shows an exemplary embodiment of a liquid heat exchanger 3600 used in conjunction with the flow cell 1600 A of FIG. 16 .
- the liquid heat exchanger 3600 may be used to provide cooling of the reaction chambers of a variety of flow cell configurations, including any of those shown and described herein, with obvious modifications to the flow cell structure to accommodate such a liquid heat exchanger.
- the liquid heat exchanger 3600 may be positioned underneath a Peltier device 1660 A used to heat and/or cool the sample block 1612 A.
- the liquid heat exchanger 3600 may include a plurality of flow channels 3602 configured to flow cooling liquids, such as, for example, water, alcohol, a refrigerant, and/or other suitable cooling liquids, therein.
- the cooling liquid circulating through the liquid heat exchanger 3600 may absorb heat from the reaction chamber formed between the substrate 2210 and the sample block 1612 A to help maintain the reaction chamber at a desired temperature.
- Mounted in a remote location from the flow cell may be another heat exchanger, for example, with a fan and heat sink, configured to remove heat absorbed by the liquid of the liquid heat exchanger 3600 .
- a pump or other suitable flow mechanism may be used to circulate the liquid into and out of the heat exchanger 3600 via tube ports (not shown).
- a liquid heat exchanger configured like that of the exemplary embodiment in FIG. 36 may be relatively small compared to other cooling components used to remove heat from the reaction chamber, and therefore may be desirable in situations where space is a consideration. Moreover, the liquid heat exchanger may be relatively light and thus decrease the weight of the flow cell, facilitating opening, closing, and otherwise manipulating the flow cell.
- the flow cells in accordance with the present teachings may be mounted to a vertically positioned (e.g., positioned with its largest surfaces substantially perpendicularly to the ground) microscope stage.
- the microscope stage may be one designed to operate in a horizontal position (e.g., having its largest surfaces substantially parallel to the ground). In some cases, such stages may tend to coast downward due to the weight of the flow cell when the power is not being used to move the stage.
- FIGS. 37 and 38 illustrate an exemplary embodiment of a counterbalance system that may be used to hinder movement of the stage downward due to the weight of the flow cell.
- a cable and pulley system 3700 is used to counterbalance the weight of the flow cell.
- the system 3700 may include a mounting bracket 3705 configured to mount onto a fixed surface, such as, for example, a frame associated with the biological analysis instrumentation utilizing the microscope stage and flow cell.
- the mounting bracket 3705 may have a spring loaded cable reel 3710 coupled thereto by way of a plate supporting the reel.
- a dead weight may be used in lieu of a spring-loaded cable reel, with the ultimate function being to provide a tension in a cable 3715 attached thereto sufficient to counteract the weight of the flow cell.
- the plate may define a throughhole configured to permit passage of the cable 3715 extending from the reel 3710 .
- the reel 3710 in various exemplary embodiments may be a part commercially available from Ametek Electric that includes a pair of clock springs configured to provide a roughly constant pulling force on the cable 3715 .
- the cable 3715 may be wound around a drive pulley 3720 to in turn apply a constant torque on the pulley 3720 .
- the drive pulley 3720 may be mounted to another mounting bracket 3740 configured to be mounted to a fixed surface relative to the biological analysis instrument in closer proximity to the microscope stage than the mounting bracket 3705 .
- a spline shaft 3750 is fixed at one end to the drive pulley 3720 and at an opposite end to a shaft mounting bracket 3745 , and is configured to rotate in response to rotation of the drive pulley 3720 .
- a driven pulley 3725 also may be coupled to the spline shaft 3750 between the drive pulley 3720 and the mounting bracket 3745 .
- a second cable 3735 may extend from the driven pulley 3725 and have a clip or other coupling mechanism 3765 at an end thereof that is configured to mount in a fixed manner relative to the microscope stage (not shown).
- the coupling mechanism 3765 mounts to an upper portion of a main duct configured to flow cooling air to the one or more flow cells on the microscope stage.
- the coupling mechanism 3765 may mount to various other portions of the flow cell or microscope stage (or peripheral elements associated therewith) as long as the cable 3735 provides a force acting an upward direction on the microscope stage.
- the driven pulley 3725 may be coupled to the spline shaft 3750 via a spline bearing 3755 . In this manner, the driven pulley 3725 may be configured to rotate with the shaft 3750 , but also may slide along a length of the spline shaft 3750 . Permitting the driven pulley 3725 to slide along the length of the spline shaft 3750 allows the cable 3735 to track the sideways motion of the microscope stage since the stage translates in all three dimensions (e.g., side-to-side and up and down).
- tension in the cable 3715 can be transmitted ultimately to the cable 3735 via the pulleys 3720 and 3725 to create a lifting force on the microscope stage to counterbalance the downward force on the stage caused by the weight of the flow cell.
- the sizes of the drive pulley 3720 and driven pulley 3725 can be selected as desired to fine tune the amount of counterbalancing force that is needed to prevent the microscope stage from coasting downward.
- the flow cell reaction chambers set forth herein are configured to hold one or more biological samples for analysis that may be provided in a variety of differing types of sample holders, which may be supported by sample blocks of the flow cells.
- the flow cells may be configured to receive sample holders including, for example, recesses and/or wells in a microtiter plate, capillaries, tubes/microtubes, microfluidic devices/chambers, throughhole plates, sample trays, and other types of sample holders.
- Sample holders may also comprise various materials having locations for holding or retaining samples such as on a microcard or sample substrate including for example glass, plastic, polymer, metal, or combinations thereof.
- a substrate may be configured in numerous manners, for example, as a generally planar substrate, such as a microscope slide or planar array, configured to hold an array of templates or other samples, and/or other conventional sample holders used for biological analysis processes in the form of microtiter plates, capillaries, and/or other sample holders configured to be filled with one or more biological samples and which may be supported by the sample blocks in the flow cells.
- one or more biological samples may be introduced directly into the reaction chamber of the flow cell without being held by a substrate, microtiter plate, capillary and/or other sample holder.
- the sample block may also be removed and the reaction chamber itself formed by the flow cell structure being heated and cooled.
- biological sample and/or biological samples are configured to perform processes on multiple amounts of sample simultaneously. Further, differing types of sample may be processed simultaneously.
- a biological sample being provided in a reaction chamber
- the term may refer to either a single type of sample in a single amount, multiple amounts of a single type of sample, and/or multiple amounts of differing types of sample.
- the term also may be used to refer to a bulk amount of substance placed in the reaction chamber.
- sample can include the various reagents, etc. that are introduced to the chamber to perform an analysis or other process therein.
- the flow cells may be configured to flow reagents into the reaction chambers to react with microarrays of template nucleic acid in order to perform sequencing of the template nucleic acid residing on the substrate.
- examples of various substrates holding nucleic acid templates and methods of making such substrates can be found in WO 2006/084132, which published Aug. 10, 2006, entitled “REAGENTS, METHODS, AND LIBRARIES FOR BEAD-BASED SEQUENCING,” and is incorporated herein by reference in its entirety.
- nucleic acid can be used interchangeably with “polynucleotide” or “oligonucleotide” and can include single-stranded or double-stranded polymers of nucleotide monomers, including 2′-deoxyribonucleotides (DNA) and ribonucleotides (RNA) linked by internucleotide phosphodiester bond linkages, or internucleotide analogs, and associated counter ions, for example, H+, NH4+, trialkylammonium, Mg2+, Na+ and the like.
- a polynucleotide may be composed entirely of deoxyribonucleotides, entirely of ribonucleotides, or chimeric mixtures thereof.
- Polynucleotides may be comprised of nucleobase and sugar analogs. Polynucleotides typically range in size from a few monomeric units, for example, 5-40 when they are frequently referred to in the art as oligonucleotides, to several thousands of monomeric nucleotide units. Unless denoted otherwise, whenever a polynucleotide sequence is represented, it will be understood that the nucleosides are in 5′ to 3′ order from left to right and that “A” denotes deoxyadenosine, “C” denotes deoxycytidine, “G” denotes deoxyguanosine, and “T” denotes thymidine, unless otherwise noted.
- a labeled polynucleotide can comprise modification at the 5′terminus, 3′terminus, a nucleobase, an internucleotide linkage, a sugar, amino, sulfide, hydroxyl, or carboxyl. See, for example, U.S. Pat. No. 6,316,610 B2, which issued Nov. 13, 2001 and is entitled “LABELLED OLIGONUCLEOTIDES SYNTHESIZED ON SOLID SUPPORTS,” which is incorporated herein by reference. Similarly, other modifications can be made at the indicated sites as deemed appropriate.
- the term “reagent” should be understood to mean any reaction component that in any way affects how a desired reaction can proceed or be analyzed.
- the reagent can comprise a reactive or non-reactive component. It is not necessary for the reagent to participate in the reaction.
- the reagent can be a recoverable component comprising for example, a solvent and/or a catalyst.
- the reagent can comprise a promoter, accelerant, or retardant that is not necessary for a reaction but affects the reaction, for example, affects the rate of the reaction.
- a reagent can comprise, for example, one member of a binding pair, a buffer, or a DNA that hybridizes to another DNA.
- reaction component is used synonymous with the term “reaction component.”
- the flow cells described herein were described with reference to performing sequencing by synthesis on microarrayed substrates, those having ordinary skill in the art would recognize that the flow cells in accordance with various embodiments of the present teachings may be configured to perform various biological analyses and reaction processes therein, including, but not limited to, for example, nucleic acid analysis methods, such as, for example, sequencing and/or hybridization assays, protein analysis methods, binding assays, screening assays, and/or synthesis, for example, to generate combinatorial libraries, and/or other biological processes and analysis methods. It should also be understood, that any number of flow cells may be provided, with the dual embodiments shown and described herein being exemplary and nonlimiting.
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Abstract
A device for performing biological sample reactions may include a plurality of flow cells configured to be mounted to a common microscope translation stage, wherein each flow cell is configured to receive at least one sample holder containing biological sample. Each flow cell also may be configured to be selectively placed in an open position for positioning the at least one sample holder into the flow cell and a closed position for reacting biological sample contained in the at least one sample holder. The plurality of flow cells may be configured to be selectively placed in the open position and the closed position independently of each other.
Description
- This application is a continuation of U.S. patent application Ser. No. 12/244,701, filed Oct. 2, 2008, that claims a priority benefit under 35 U.S.C. §119(e) from U.S. Patent Application No. 60/977,858 filed Oct. 5, 2007, which is incorporated herein by reference.
- The present teachings pertain generally to devices, systems, and methods for performing biological and/or biochemical reactions and/or analyses. More particularly, the present teachings are directed to various instruments useful in performing large scale parallel reactions on solid phase supports, such as, for example, performing sequencing by synthesis on beaded microarrays.
- The section headings used herein are for organizational purposes only and are not to be construed as limiting the subject matter described in any way.
- Increasing efficiency and throughput are significant considerations in the development of tools and techniques for performing various aspects of biological and/or biochemical analysis. In the field of genomic sequencing, for example, various approaches have evolved in an attempt to obtain faster and less costly techniques that may be applied to perform sequencing for research applications and/or on an individualized basis. One approach to such sequencing, often referred to as sequencing-by-synthesis, uses microarrays comprising a plurality of small (e.g., from 1 micron to several hundred microns) analysis sites arranged on a surface of a support. Depending on the particular technique used, one or more single nucleic acid strands of interest (e.g., template nucleic acids strands) are attached to the analysis site. Bases are added either by polymerase to a complementary primer sequence to the template or by recognition of ligase as a match, and the sequence of the template strand is revealed. Typically some sort of optical signal, such as, for example, fluorescence, is detected by a microscope to determine the sequence in these techniques. The analysis sites of the microarrays may be in the form of small solid elements (e.g., beads) on each of which numerous identical oligonucleotides may be synthesized, with the solid elements being in turn placed on a support (e.g., substrate surface). Alternatively, the analysis sites may be sites directly on the substrate surface itself.
- To perform sequencing, the microarrays of template nucleic acid strands to be synthesized may be loaded into a flow cell chamber mounted on a microscope stage and a mixture of sample, reagents and/or buffers may be introduced into the chamber to react with the microarrays. Massively parallel sequencing of the same or differing templates may occur using the microarray format due to the ability to place large numbers (e.g., millions) of template strands on a substrate, which may be in the form of a microscope slide, for example. Reactions occurring between the microarray templates and the loaded sample, reagents, and/or buffers within the flow cell may be analyzed using conventional fluorescence detection and microscopy techniques with which those having skill in the art are familiar.
- In some configurations, flow cells may include a reaction chamber in which a sample holder, such as, for example, a microarrayed microscope slide or similar substrate with nucleic acid templates bound thereto, is configured to be seated and held in position. The reaction chamber may be defined between a sample holder (e.g., a substrate, such as, for example, a microscope slide, holding a sample) and a heater block configured to transfer heat to the chamber from various temperature control and heat exchange mechanisms (e.g., Peltier devices, cooling components, heat sinks, and/or feedback controllers, etc.) external to the chamber. A body on which the block is supported may be configured to move relative to a microscope stage and/or other frame to place the flow cell in a position for performing reactions in the reaction chamber and imaging the reaction chamber. One or more sealing members, such as, for example, O-rings, gaskets, or the like, may be provided, for example, on the surface of the block that faces the reaction chamber and may be configured to surround at least a portion of the sample holder to provide sealing of the portion of the sample holder within the chamber and where the reactions occur. Such gaskets may be configured to engage an outer region of a surface of a microarray substrate to define the outer perimeter of the area of the substrate at which reactions may take place. In such configurations, the reaction chamber (e.g., the chamber into which substances are introduced to the flow cell) is defined between the heater block and the substrate, with the sealing mechanism on the heater block forming a seal to seal the chamber. Various inlet and outlet ports may be provided on the flow cell to permit the flow of desired substances (e.g., samples, reagents, lysis chemicals, and/or buffers, etc.) into and out of the reaction chamber and into reactive contact with the microarray and the templates thereon.
- Additionally, the flow cell may include one or more optically transparent regions such that the sample holder, and in particular the reactions occurring between the sample held by the sample holder and the substances introduced into the flow cell reaction chamber, may be detected and observed via mechanisms located external to the flow cell (e.g., various microscope and optical fluorescent detectors). In some configurations, the surface of a microarray substrate that faces the chamber and where the reactions take place faces in a direction opposite to where the optics used for analysis and detection are positioned.
- Flow cells may be mounted on a microscope stage that can translate in three dimensions, and may be oriented either in a horizontal or vertical position, with the microscope optics, light sources, and/or imaging devices being positioned appropriately relative thereto.
- Conventional flow cell systems used for sequencing-by-synthesis and/or other biological analysis applications may permit a reduction in the amount of reagents, sample, and/or buffers needed for reactions and/or analysis and relatively high throughput for sequencing Nonetheless, it may be desirable to improve such systems to help achieve more efficient biological analysis (e.g., sequencing).
- For example, it may be desirable to modify conventional flow cell systems to increase throughput of sample analysis. It also may be desirable to modify conventional flow cell systems to improve accuracy of imaging of the reaction chamber. It may further be desirable to improve thermal features of conventional flow cell systems. In addition, it may be desirable to improve on the efficiency with which microarrayed substrates or other sample holders may be transported and mounted to flow cell systems for analysis (e.g., sequencing).
- The present invention may satisfy one or more of the above-mentioned desirable features. Other features and/or advantages may become apparent from the description which follows.
- According to various embodiments, the present teachings include a device for performing biological sample reactions may include a plurality of flow cells configured to be mounted to a common microscope translation stage, wherein each flow cell is configured to receive at least one sample holder containing biological sample. Each flow cell also may be configured to be selectively placed in an open position for positioning the at least one sample holder into the flow cell and a closed position for reacting biological sample contained in the at least one sample holder. The plurality of flow cells may be configured to be selectively placed in the open position and the closed position independently of each other.
- In various exemplary embodiments, the present teachings include a carrier for retaining a substrate holding at least one biological sample, the carrier comprising a frame defining a recess configured to receive a substrate holding at least one biological sample on a surface thereof. The carrier may further include a plurality of retaining fingers configured to move into and out of engagement with the substrate to retain the substrate in the recess and at least two extension portions extending from the frame in a direction away from the recess, each of the extension portions comprising a surface with which a respective clamping mechanism can engage to clamp the frame in position in a reaction chamber.
- In accordance with yet other exemplary embodiments, the present teachings may include a flow cell configured to hold the carrier described above and the flow cell may include a heater block configured to mate with the frame of the carrier, wherein a reaction chamber is formed between the heater block and a substrate in the recess of the carrier. The flow cell may include a plurality of clamping mechanisms configured to engage with the plurality of extension portions to hold the carrier on the heater block.
- Additional objects and advantages of the invention will be set forth in part in the description which follows, and in part will be obvious from the description, or may be learned by practice of the invention. The objects and advantages of the invention will be realized and attained by means of the elements and combinations particularly pointed out in the appended claims.
- It is to be understood that both the foregoing general description and the following detailed description are exemplary and explanatory only and are not restrictive.
- The accompanying drawings, which are incorporated in and constitute a part of this specification, illustrate some exemplary embodiments and, together with the description, serve to explain the principles.
-
FIG. 1 is a perspective view of an exemplary embodiment of a dual flow cell system in accordance with the present teachings; -
FIGS. 2A and 2B are perspective views of another exemplary embodiment of a dual flow cell system in accordance with the present teachings; -
FIGS. 3 and 4 are partial plan views of an exemplary embodiment of retaining clips for holding a sample substrate within a flow cell chamber in accordance with the present teachings; -
FIG. 5A is a perspective view of an exemplary embodiment of a detachable flow cell in a closed position accordance with the present teachings; -
FIG. 5B is a perspective view of the flow cell ofFIG. 5A in an open position; -
FIG. 6 is a perspective view of an exemplary embodiment of a dual detachable flow cell system with one flow cell fully inserted in position relative to a microscope stage and one flow cell partially inserted in position relative to the microscope stage; -
FIG. 7 is a perspective view of the exemplary embodiment ofFIG. 6 showing one of the detachable flow cells removed from the microscope stage; -
FIG. 8 is a close-up partial side view of the exemplary embodiment ofFIG. 6 showing an exemplary step in the insertion of a detachable flow cell to the microscope stage; -
FIG. 9 is a close-up partial perspective view of the exemplary embodiment ofFIG. 6 ; -
FIG. 10 is a close-up partial sectional view of the exemplary embodiment ofFIG. 6 ; -
FIG. 11 is a perspective view of an exemplary embodiment of a bench top fixture with a detachable flow cell mounted thereto in accordance with the present teachings; -
FIG. 12 shows the same view ofFIG. 11 except with various parts made transparent; -
FIG. 13 is a partial sectional side view of various parts of the exemplary embodiment ofFIG. 11 ; -
FIG. 14 is a partial close-up view of a pin used to hold a sample substrate in the exemplary embodiment ofFIG. 11 ; -
FIG. 15 is a perspective view of yet another exemplary embodiment of a dual flow cell system in accordance with the present teachings; -
FIG. 15A is a partial top perspective view of an exemplary embodiment of C-shaped frames for mounting to a microscope stage for use with the exemplary embodiment ofFIG. 15 ; -
FIG. 15B is a partial cross-sectional perspective view ofFIG. 15A and an exemplary embodiment of an adaptor bracket for mounting a C-shaped frame to a microscope stage; -
FIG. 16 is a perspective view of yet another exemplary embodiment of a dual flow cell system in accordance with the present teachings; -
FIG. 17 is a perspective view of the exemplary embodiment ofFIG. 16 showing one of the flow cells in a closed position and one of the flow cells in an open position; -
FIG. 18 is a partial sectioned view showing a hinge mechanism of the exemplary embodiment ofFIG. 16 ; -
FIG. 19 is a view of a flow cell of the exemplary embodiment ofFIG. 16 showing interior portions of the flow cell housing; -
FIG. 20 is a partial bottom perspective view of a flow cell of the exemplary embodiment ofFIG. 16 . -
FIG. 21 is a partial top perspective view of the exemplary embodiment ofFIG. 17 . -
FIG. 22 is a perspective view of an exemplary embodiment of a substrate carrier in accordance with the present teachings; -
FIG. 23 is a partial close-up plan view of the substrate carrier ofFIG. 23 ; -
FIG. 24 is a partial perspective view showing the substrate carrier ofFIG. 23 loaded in a flow cell ofFIG. 16 ; -
FIG. 25 is a close-up view of an exemplary embodiment of a spacer used to support a substrate mounted in a flow cell in accordance with the present teachings; -
FIG. 26 is a top plan view of the substrate carrier ofFIG. 22 loaded in a flow cell ofFIG. 16 in an unclamped position with various elements made transparent to reveal other elements; -
FIG. 27 is a partial close-up view of an exemplary embodiment of the substrate carrier ofFIG. 22 loaded in a flow cell ofFIG. 16 in a clamped position; -
FIG. 28 is a top plan view of the substrate carrier ofFIG. 22 loaded in a flow cell ofFIG. 16 in an unclamped position; -
FIG. 29 is a sectioned side view showing the substrate carrier ofFIG. 22 loaded in a flow cell ofFIG. 16 in a clamped position; -
FIG. 30 is a perspective view of an exemplary embodiment of a clamping arm in accordance with the present teachings; -
FIGS. 31 and 32 are top plan views showing an interior of the housing of a flow cell of the exemplary embodiment ofFIG. 16 in accordance with the present teachings; -
FIGS. 33 and 34 are perspective views of an exemplary embodiments of safety clips in accordance with the present teachings; -
FIG. 35 is a partial sectioned view showing an exemplary embodiment of a heat sink for mounting to a microscope stage holding a flow cell in accordance with the present teachings; -
FIG. 36 is a partial sectioned view of an exemplary embodiment of a cooling element for use in cooling a flow cell in accordance with the present teachings; -
FIGS. 37 and 38 are perspective views of an exemplary embodiment of a counterbalance system in accordance with the present teachings; -
FIG. 39 is a plan view of another exemplary embodiment of a slide carrier in accordance with the present teachings; -
FIG. 40 is a top perspective view of the substrate carrier ofFIG. 39 ; -
FIG. 41 is a partial perspective view of the substrate carrier ofFIG. 39 in a clamped position in a flow cell according to the present teachings; -
FIG. 42 is a perspective view of another exemplary embodiment of a clamping arm in accordance with the present teachings; -
FIG. 43 is a cross-sectional view of the clamping arm ofFIG. 42 taken through line 43-43; and -
FIG. 44 is a partial cross-sectional view showing an exemplary embodiment of the lever lock ofFIG. 15 . - Reference will now be made in detail to various exemplary embodiments of the present teachings, examples of which are illustrated in the accompanying drawings. Wherever possible, the same reference numbers will be used throughout the drawings to refer to the same or like parts.
- Flow cells in accordance with exemplary embodiments of the present teachings may have a variety of forms and configurations. In general, a flow cell may include any structure configured to define a reaction chamber to receive a biological sample for analysis and various flow control structures and mechanisms to permit sample, reagents, buffers and/or other substances from a source external to the flow cell into the reaction chamber to react with the biological sample (e.g., template nucleic acids when performing sequencing) contained in the reaction chamber. In various exemplary configurations, flow cells may also include or be associated with various thermal components configured to heat and/or cool the reaction chamber. Also, various exemplary flow cell configurations may have optically transparent portions that permit imaging and/or other detection of the reaction chamber, for example, to perform analysis of various reactions that may be performed in the reaction chamber. Those having skill in the art are familiar with various flow cell configurations. For further details regarding flow cell arrangements, reference may be made to WO 2006/084132, U.S. Pat. Nos. 6,406,848 and 6,654,505, and PCT Publication No. WO 98/05330, which are incorporated by reference herein.
- To increase throughput during biological reactions and analysis, such as, for example, performing sequencing-by-synthesis, a dual flow cell system has been described that includes two segregated reaction chambers such that processing (e.g., reactions) may occur separately within each formed chamber. For example, each reaction chamber may receive a different sample and/or reagents for processing. Exemplary embodiments of such a dual flow cell system are described in U.S. application Ser. No. 11/757,286, filed on Jun. 1, 2007 and entitled “SYSTEMS AND METHODS FOR COOLING IN BIOLOGICAL ANALYSIS INSTRUMENTS”, which is incorporated by reference in its entirety herein. With reference to
FIG. 1 , the dual flow cell configuration described in U.S. application Ser. No. 11/757,286, includes two separate sample blocks (also referred to as heater blocks) 12 each provided with asealing mechanism 15 configured to engage with a surface, such as a microscope slide surface forming a microarray (not shown inFIG. 1 ), to create the segregated reaction chambers into which various substances (e.g., samples, buffers, reagents, lysis solutions, etc.) could be introduced to react with the microarrayed samples (e.g., template nucleic acids) within each formed chamber. Theelements 15 may be any of a variety of mechanisms useful for forming a seal, such as, for example, gaskets, O-rings, and/or other sealing mechanisms with which those having ordinary skill in the art would be familiar. - The sample blocks 12 may be made of a material that has a relatively high thermal conductivity. In various exemplary embodiments, the sample blocks 12 may be stainless steel, lapped on one side and passivated. Other suitable materials for the sample blocks 12 include, but are not limited to, for example, silver, aluminum, copper, and/or various alloys and/or other metals. The
blocks 12 are mounted onframe 50 attached to apivotable support plate 51 which generally forms a door with which to open and close the flow cells (FIG. 1 illustrating the open position). Thepivotable support plate 51 is configured to move into engagement with a frame (e.g., cover) 14 to close the flow cells and to apply pressure against the substrates (e.g., by clamping them between the sealingmechanisms 15 and the surface of thecover 14 on which the substrates are mounted, thereby forming the reaction chambers when thesupport plate 51 is closed against the cover). In an exemplary embodiment, a thumb screw positioned between theducts 96B (not shown inFIG. 1 ) is configured to engage with screw threading on thecover 14 to keep thesupport plate 51 in a closed position. - The
cover 14 may define two opticallytransparent regions 17, such as, for example, openings. In various exemplary embodiments, the openings may be covered with a transparent material, such as, for example a glass or plastic material or other suitable transparent composition. The opticallytransparent regions 17 are configured to substantially align with each of theblocks 12 when the instrument is in the closed position to perform optical detection and/or imaging of the flow cell reaction chambers and the substrates therein. Various optical detection and imaging systems may be used (components of which are not illustrated) and may be positioned external to thecover 14 to detect and gather, for example, in real-time, images of reactions and samples in the reaction chambers through theopenings 17. For details regarding an exemplary detection and imaging system that may be used in conjunction with the biological instruments inFIG. 1 and described herein, reference is made to WO 2006/081432, incorporated by reference in its entirety herein. In an exemplary embodiment, retaining clips or other securement mechanisms (not shown) may be provided to mount a microarray substrate or other sample holder to cover 14 proximate (e.g., in alignment with) theregions 17. For example, suitable securement mechanisms may comprise small plastic tabs (not shown) configured to slide sideways to engage the top of the substrate to prevent the substrate from tipping over until thesupport plate 51 is closed. - The dual flow cell arrangement of
FIG. 1 may be configured to be mounted to a common microscope translation stage (not shown) capable of translation in two dimensions, with the objective lens of the microscope being focused in a direction normal to the plane defined by those two dimensions. In general, the microscope stage is configured to move in a plane parallel to a plane of a substrate placed on the microscope stage for analysis. Although the flow cell may be mounted to a translation stage that is in a horizontal position (e.g., the larger planar surface area of the stage is configured to be parallel to the ground), in various exemplary embodiments, the dual flow cell embodiment is configured to be mounted to a microscope translation stage positioned in a vertical direction (e.g., such that the larger planar work surface area of the stage is substantially perpendicular to the ground). In such a position, the cover 14 (or a plate positioned substantially parallel and adjacent to the cover 14) may be mounted to the surface of the vertically positioned translation stage. Thus, when thesupport 51 is closed, the reaction chambers and any sample holders therein (e.g., microarrayed substrates) are in a substantially vertical position during processing. Such a vertical orientation may have advantages during biological reaction and/or analysis (e.g., including detection and/or imaging). For example, by orienting the reaction chambers vertically, gas (e.g., air) bubbles that may be formed in the reaction chamber may flow to the top of the chamber and exit an output port positioned toward the chamber top, permitting gravimetric bubble displacement. For further details regarding advantages of substantially vertically oriented flow cell instruments, reference is made to WO 2006/084132, incorporated by reference herein. Those having skill in the art are familiar with the mounting of flow cells to a vertically positioned microscope translation stage. It should be understood, however, that the flow cells may have orientations other than vertical during reaction and analysis. Those skilled in the art would understand various modifications could be made to provide a flow cell in another orientation without departing from the scope of the present teachings. - Various thermal components (some of which are not shown in
FIG. 1 ), such as, for example, aPeltier device 60, aheat sink 80, andducts FIG. 1 . Other components also may be used to provide temperature control and exchange heat with the reaction chambers of the dual flow cell arrangement ofFIG. 1 and are described in more detail in U.S. application Ser. No. 11/757,286, incorporated by reference herein. It should be noted that for simplicity the various ports and flow structures used to introduce substances to and remove substances from the flow cell chambers to react with the microarrayed substrates therein are not shown inFIG. 1 . Those ordinarily skilled in the art are familiar with various flow control mechanisms, including but not limited to, for example, ports, piping, conduits, valves, and/or other flow control devices (not shown), that may be used to flow various samples, buffers, reagents and/or other substances into and out of the reaction chambers. Those having skill in the art would understand how such flow control mechanisms may be configured and disposed to flow substances into and out of the reaction chambers. - A dual flow cell configuration such as that shown in the exemplary embodiment of
FIG. 1 permits differing reactions and/or analysis to be taking place at the same time within the different reaction chambers. A dual flow cell arrangement such as that illustrated in the exemplary embodimentFIG. 1 also may permit one flow cell to be imaged while other process steps such as, for example, extension, ligation, and/or cleavage, are being performed in another flow cell. This may maximize utilization of the optical system while increasing throughput. Further, a dual flow cell arrangement may permit the processing and/or analysis of differing samples to occur. - In the exemplary configuration of
FIG. 1 , the dual flow cell chambers are accessible via a common door. In other words, whensupport 51 is released fromcover 14 and placed into the open position ofFIG. 1 , both flow cell chambers also are in an open position. It may be desirable in some circumstances, however, to permit independent access to each of the flow cell reaction chambers of a dual flow cell assembly. By permitting independent access to each flow cell, various loading and/or unloading steps may take place in one reaction chamber while the other reaction chamber is undergoing processing and/or imaging steps. Permitting the flow cell reaction chambers to be accessed (e.g, opened and closed) independently of each other also may permit each microarray substrate to be loaded into and closed within the flow cell reaction chamber more quickly, thereby hindering drying out of the substrates during loading. Further, in cases where a reaction and/or processing occurring in one flow cell chamber needs to be terminated for whatever reason and sample removed therefrom, the reaction and/or processing in the other flow cell chamber may continue uninterrupted. Moreover, by allowing the flow cells to be independently accessed and providing them with independent thermal components, reagent inlet and outlet ports, and thermal isolation from each other, processing of two differing samples at differing temperature cycles may occur without the temperature variation affecting the focus of the optics and detection equipment. More specifically, changes in temperature of various portions of the flow cell (e.g., metal portions) may cause those portions to expand and/or buckle, which may disturb the focus of the microscope optics. Utilizing independent flow cells that are thermally isolated from each other may permit the flow cells to be maintained at a substantially constant temperature for each processing cycle and thereby minimize the risk of adversely affecting the focusing of the microscope. -
FIGS. 2A and 2B illustrate one exemplary embodiment that permits independent access to each flow cell chamber of a dual flow cell instrument.FIGS. 2A and 2B illustrate different views of an independently accessible dual flow cell instrument with oneflow cell chamber 200A in a closed position and oneflow cell chamber 200B in an open position. In the exemplary embodiment ofFIGS. 2A and 2B , the cooling system used to cool theflow cells FIGS. 2A and 2B . Modifications to replace the cooling components, other thermal components, and/or flow control mechanisms for introducing various reagents, sample, buffers, etc. to each flowcell chamber - In the exemplary embodiment of
FIGS. 2A and 2B , each sample block (with only 212B being visible in the illustrations) is ultimately supported on a substantially U-shaped frame comprising frame elements 235, 251, and 236 (labeled with references A and B accordingly inFIGS. 2A and 2B ). Viaelements 236A and 236B, which are pivotably engaged via a hinged arrangement relative to a common frame (e.g., cover) 214, the support frame and therefore the blocks 212A and 212B and any thermal or other components respectively mounted thereto, may be moved into an open position away fromcover 214, as shown byflow cell 200B, and into a closed position and into engagement withcover 214, as shown byflow cell 200A. As was described above with reference to the exemplary embodiment ofFIG. 1 , when in the closed position, a closure mechanism, an exemplary embodiment of which is described in more detail below, between the frame elements 235, 251, and 236 and thecover 214 is configured to provide a clamping force between the block (only block 212B is shown) and the respective slides 210 mounted relative to thecover 214 such that an isolated reaction chamber is formed between the sample block, a gasket on each block (only gasket 215B is shown) and the slide 210 with which it engages. Each support frame (formed respectively byelements cover 214 mounting plate to open and close theflow cells - As mentioned above, each of the
flow cell chambers flow cell 200B as 260B) disposed underneath the sample block 212B, a heat sink 280A, 280B, andducts 296A and 296B configured to circulate air to therespective heat sinks ducts 296A and 296B and heat sinks 280A and 280B are separately mounted to therespective flow cells flow cell 200B) and closed position (as shown byflow cell 200A). - A sensor (e.g. 299B shown in
FIG. 2B ) may be provided on eachflow cell flow cells duct 296 from drying out a substrate mounted in the open flow cell and to prevent overheating of the heater block. In an exemplary embodiment, the sensor (e.g., 299B) may be an air flow sensor with a standard mechanical limit switch and a lever mounted to the frame 235B. The lever tip strikes part of theduct 296 when theflow cells flow cells - The
cover 214 may be provided with recessed regions, within which each sample block is configured to be received when the respective flow cell is in a closed position. - As shown in
FIGS. 2A and 2B , eachflow cell lever locks frame elements 235A and 235B. As shown inFIG. 2A , thelevers flanges 276A and 276B provided on thecover 214 to secure theflow cells lever 275A and theflange 276A is shown inFIG. 2A . To release the lever lock and open theflow cell chambers lever lock lever 275A may be pushed upward toward theduct 296 inFIG. 2A to release the engagement between thelever lock 275A and theflange 276A, thereby allowing the frame elements and various components mounted thereto to pivot downwardly away from thecover 214 to open theflow cell 200A. The lever locks 275A and 275B are held in place with theflanges 276A and 276B by a combination of friction and gravity—gravity due to the need to lift the handle portions of the lever locks 275A and 275B up to open them and friction between the lever locks 275A and 275B andflanges 276A and 276B. In various exemplary embodiments, the engagement between the lever locks 275A and 275B andflanges 276A and 276B may be selected so as to apply a set force to compress the gaskets on the heater blocks. - The lever locks 275A and 275B are configured to facilitate opening and closing of the
flow cells flanges 276A and 276B is viewable by a user of theflow cells flanges 276A and 276B. Those having skill in the art would recognize, however, that securing mechanisms other thanlever locks mating flanges 276A and 276B may be employed that offer similar features such as, for example, ease of accessibility, apparent indication of whether or not the securing mechanism is in a locked or unlocked position, etc. - Since in the exemplary embodiments of
FIGS. 2A and 2B , the sample substrate 210 (the substrate inflow cell 200B is not shown inFIGS. 2A and 2B ) is configured to be mounted vertically relative to each of the optically transparent regions (217B being shown) of each of theflow cells flow cells retaining mechanism 300B for retaining thesubstrate 210B (e.g., microscope slide) in an appropriate orientation and position. As shown inFIG. 2B , the substrate 210 is configured to be positioned in a recessed region of thecover 214 and theretaining mechanism 300B acts on thesubstrate 210B to provide a clamping force on thesubstrate 210B between the retainingmechanism 300B andprotrusions 216B provided around the perimeter of the recessed region in which thesubstrate 210B is disposed. Theretaining mechanism 300B thus serves to push thesubstrate 210B downwardly and toward the right inFIG. 2B , with theprotrusions 216B being disposed to engage the right side and bottom edges of thesubstrate 210B, as depicted inFIG. 2B . As will be realized from the description ofFIGS. 3 and 4 which follows, a similar retaining mechanism is used to push the substrate in theflow cell 200A down and to the left. - Referring now to
FIG. 3 , a partial close-up view of each of thecover 214 withsubstrates mechanisms substrates transparent regions 217A and 217B (shown in outline inFIG. 3 ) - The retaining
mechanisms substrates substrates cover 214. More specifically, the retainingmechanisms substrates substrates protrusions 216B shown inFIGS. 2B , 3 and 4) so as to clamp thesubstrates respective retaining mechanisms FIGS. 2B , 3, and 4, theflow cell 200A may have protrusions similar in configuration and position to protrusions 216B shown inFIGS. 2B , 3, and 4. However, the protrusions offlow cell 200A are positioned on the left side and bottom edges of the recessedregion housing substrate 210A; theretaining mechanism 300A thus pushing thesubstrate 210A downward and toward the left of the recessed region to clamp thesubstrate 210A into position. - As mentioned above, the retaining
mechanisms substrates FIG. 3 (e.g., toward the right in the orientation of the drawing ofFIG. 3 and downward in the orientation of the drawing inFIG. 2B ). In various exemplary embodiments, as depicted inFIG. 4 which illustrates a partial view taken from underneath the view ofFIG. 3 , an upper portion of the retainingmechanisms grooved region coiled spring springs mechanisms cover 214. On their upper surfaces, each of the retainingmechanisms flanged member mechanisms flange members mechanisms mechanisms springs substrates - To keep the retaining
mechanisms catch element 320 may be provided on thecover 214 between the retainingmechanisms catch element 320 may have rampedcatches flanged members springs flanged members catches catches flanged members catches flanged member 310A and catch 325A inFIG. 3 , to prevent the retainingmechanisms substrates - Applying a force on the upper and right side surfaces, and upper and left side surfaces, respectively, of the
substrates 210A and 201B facilitates pushing thesubstrate 210A downward and to the left and thesubstrate 210B downward and to the right. Thus, the retainingmechanisms regions 375 on the base and long leg of the L that act as pressure points on thesubstrates retaining mechanism 300B inFIG. 3 , theregions 375 engage with the upper and left side surfaces of thesubstrate 300B to exert force (e.g., pressure) on those surfaces and push thesubstrate 300B down and to the right into clamped engagement with the protrusions 316B. Since thesprings substrates FIG. 2B and to the right in the orientation ofFIG. 3 ), the recessed region that houses the retainingmechanisms cammed surface 350 to provide a force on the retainingmechanisms mechanisms substrates - To maintain the retaining
mechanisms substrates FIG. 3 , agrooved button 365B may be pressed between thecatch element 320 and the retainingelements element 300A is hidden in the view ofFIG. 3 . - In various exemplary embodiments, the retaining
mechanisms - In some cases, it may be awkward for a user to mount the substrate vertically within a flow cell. Moreover, when initially mounting the substrate in a vertical position, substance (e.g., liquid) on the substrate may run off the substrate and onto other components (e.g., the microscope stage) due to the open position of the flow cell during initial loading of the substrate. In addition, once mounted vertically, the side of the substrate that faces the microscope stage is not accessible and thus any contamination or drips may not be wiped off, which can affect detection and analysis. It may be desirable, therefore, to provide a dual door flow cell arrangement in which the substrate may be mounted horizontally by a user (e.g., with the larger surface area surface of the substrate substantially parallel to the ground) and from that mounted position, moved to a substantially vertical orientation (e.g., with the larger surface area of the substrate substantially parallel to the ground) upon closing the flow cell chamber to commence reactions therein. An issue that may arise in designing such a flow cell arrangement is how to ensure that the substrate is positioned appropriately within the flow cell reaction chamber such that correct focusing of the optics and detection mechanism occurs. In other words, it is important to ensure that the distance between the large surface area of the substrate and the various optics and detection elements is maintained relatively precisely for each reaction run of the flow cell in order to achieve accurate analyses and detection.
- Various exemplary embodiments of dual flow cells that are independently accessible and that permit a user to mount a substrate for analysis in a horizontal position initially will now be described.
- With reference to
FIGS. 5-10 , an exemplary embodiment of a dual flow cell arrangement wherein the flow cells are configured to completely detach from the microscope stage is depicted. Those having skill in the art would understand that the detachable flow cell arrangement described with reference toFIGS. 5-10 also could be implemented, using obvious design modifications, in a single flow cell arrangement or an arrangement wherein there are more than two flow cells on a common translation stage. The arrangement ofFIGS. 5-10 permits a user to mount the slide horizontally, for example, at a workstation remote from the microscope stage, and inspect and clean the side of the substrate facing the user after the substrate has been mounted and before the flow cell is attached to the microscope stage. -
FIGS. 5A and 5B show a detachable flow cell (labeled 500A) in a closed and open position, respectively. Theflow cell 500A may have a configuration similar to theflow cells flow cells flow cell 500A may have aheater block 512A with a sealing mechanism 515A thereon that ultimately is supported onsupport frame elements flow cells support frame element 536A may be attached via ahinge 595A to acover 514A provided with an opticallytransparent region 517A. In the exemplary embodiment ofFIGS. 5A and 5B , thetransparent region 517A may be an opening over which a substrate for processing may be placed, as explained in more detail below. However, in the exemplary embodiment ofFIGS. 5A and 5B , thecover 514A is separate from the microscope stage and each flow cell (e.g., 500A and 500B shown inFIG. 6 ) has itsown cover cover 214 ofFIG. 2 . Thecover 514A may have a recessed region configured to receive thesubstrate 510A, which because of the detachable configuration of the flow cell, may be mounted by a user in a horizontal position as shown inFIG. 5B .Small holes 516A, the function of which is explained in more detail below, are provided in the cover proximate the corners of thesubstrate 510A when thesubstrate 510A is seated in thecover 514A. Theholes 516A may receive pins 518A on a frame 579A when thecover 514A is placed in the closed position ofFIG. 5A . - To close the
flow cell 500A, thesupport frame elements sample block 512A, thermal components (e.g., heat sink 580A), and aduct 596A for circulating cooling air to theflow cell 500A, may be pivoted around thehinge 595A such that the sealing mechanism 515A comes into contact with thesubstrate 510A arranged within the recess of thecover 514A. A rotatable closure mechanism 575A may be provided on thecover 514A that engages with a mating feature onframe 535A (as best shown inFIG. 5A ) to lock thecover 514A in the closed position. The rotatable closure mechanism 575A may be actuated by turning a shaft with arotating head 576A accessible from an exterior of thecover 514A. A more detailed explanation of how the closure mechanism 575A is actuated is provided below with reference to the description ofFIGS. 11-13 . Once in the closed position, theentire flow cell 500A is ready to be mounted to a frame on a microscope stage, an exemplary embodiment of which is described in further detail below with reference toFIGS. 6-10 . - Referring now to
FIGS. 6-9 , individualdetachable flow cells frame 519 that is configured to be attached (e.g., permanently attached) to a microscope stage (not shown) mounted in a vertical orientation.Flow cell 500B has the same configuration asflow cell 500A described above, and like parts are designated by a B after the reference numerals. As shown in the exemplary embodiments ofFIGS. 6 and 7 , theframe 519 also is attached at a top end thereof via aplate 521 tomain duct 596 that is configured to receive air from a remotely positioned fan (not shown) and mate with theducts 596A and 596B associated with eachflow cell cell - In
FIG. 6 , flowcell 500B is shown in its fully inserted and locked position inframe 519, whileflow cell 500A is shown partially inserted.FIG. 7 shows a view of theframe 519 withflow cell 500A removed entirely and flowcell 500B fully inserted and locked in position relative to theframe 519. Theframe 519 may define a relativelylarge opening 523 configured to receive both theflow cells opening 523 may have a steppedprofile 524 configured to support the support plate on which the heater block rests. The configuration of theopening 523permits locking pins flow cells covers substrates 510A and 510B positioned in the opening thereof to extend through theopening 523 to the opposite side from the side of insertion of theflow cells - Spring-loaded
blocks respective positioning shaft frame 519 proximate a bottom of theopening 523. Theshafts head 589A and 589B on one end thereof and a spring (588A shown inFIG. 8 ) may be fitted between theblocks heads 589A and 589B. The size of theheads 589A and 589B is larger than the size of the openings of theblocks blocks shafts heads 589A and 589B. Theblocks shafts opening 523 into which each flowcell shoes flow cells flow cells frame 519. In various exemplary embodiments, the locatingshoes positioning shafts - With reference now to
FIG. 8 , a partial side view of an exemplary embodiment of theflow cell 500A during insertion into theframe 519 is depicted. It should be understood that the insertion of theflow cell 500B follows the same methodology. To insert theflow cell 500A, theentire flow cell 500A may be tilted as shown inFIG. 8 such that the locatingshoe 555A engages around theshaft 586A between the spring-loadedblock 585A and theframe 519. In this tilted position, the top of theflow cell 500A may be tilted outwardly away from theframe 519. On a side of theframe 519 opposite to theblock 585A, a support member defining asupport ledge 587A may be attached to an end of theshaft 586A that extends through theplate 519 opposite from the end of theshaft 586A proximate to which theblock 585A is positioned. Theledge 587A may be configured to mate with a bottom portion of thecover 514A (e.g., a portion through which a hinge pin of thehinge 595A is inserted to hingedly couple thecover 514A to the plate 579A andframe elements flow cell 500A is moved from the tilted position to a substantially vertical position (e.g., the top of theflow cell 500A is moved toward the frame 519), the locatingshoe 555A moves away from theframe 519 and engages with the spring-loadedblock 585A. The bottom of the flow cell is thus clamped into position between the forces from thesupport ledge 587A and the spring-loadedblock 585A. - Once the
flow cell 500A is positioned substantially vertically within theframe 519, the top of theflow cell 500A may be locked into position using therotating locking pin 590A.FIG. 9 shows a partial view of theflow cells frame 519 through which thecovers flow cells frame 519. In the view ofFIG. 9 , flowcell 500B is shown fully inserted and locked into position in theframe 519, whileflow cell 500A is shown partially inserted in the frame 519 (e.g., the lockingpin 590B is not in the locked position). The locking pins 590A and 590B may be mounted perpendicularly relative to a rotatable shaft (592A shown inFIGS. 5A and 5B ). The locking pins 590A and 590B, via the rotatable shaft, can be rotated clockwise 90° from a substantially horizontal, unlocked position (e.g., substantially parallel with the ground) to a vertical, locked position (e.g., substantially perpendicular to the ground), as depicted by theposition 590B inFIG. 9 . When rotated into the vertical, locked position, a free end of the locking pins 590A and 590B are configured to engage withrespective rubber blocks 598A and 598B mounted to theframe 519. The engagement between the locking pins 590A and 590B and therespective rubber blocks 598A and 598B is sufficient to cause a slight downward force on therespective flow cells flow cells -
Handles rotatable shafts FIGS. 5A , 5B, and in cutaway inFIG. 10 ) opposite to the ends at which thepins handles pins flow cells frame 519. With reference toFIG. 6 , handle 594A is in an unlocked position and extends outwardly from theduct 596A associated withflow cell 500A. Handle 594B inFIG. 6 is rotated 90° relative to the position of 594A inFIG. 6 and, due to a pivoting pin engagement with theshaft 592B, is brought into a position such that it lies within a recess in the outer surface of the duct 596B. Thus, to lock theflow cells frame 519, thehandles shafts ducts 596A and 596B. In such a position, it is clear to a user that theflow cells handles handle flow cells frame 519 are on an opposite side from theactuating mechanisms covers flow cells -
FIG. 10 depicts a partial cutaway cross-sectional view of theflow cell 500B fully inserted in a locked position within theframe 519adjacent flow cell 500A. The various elements of theflow cells - To facilitate loading of a substrate into a detachable flow cell, such as, for example, the
detachable flow cells FIGS. 11-14 . - Referring to
FIG. 11 , a benchtop loading fixture 1100 is depicted with a flow cell 500 (flowcell 500 may have the configuration described above with reference to flowcells FIGS. 5-10 ) loaded onto the benchtop loading fixture 1100 in an open position to position thesubstrate 510 to be subjected to reaction and/or analysis in theflow cell 500.FIG. 12 illustrates a transparent view of the benchtop loading fixture 1100 with theflow cell 500 also made transparent so that only thesubstrate 510 is visible. - In an exemplary embodiment, the bench
top loading fixture 1100 may include ahousing 1150 substantially in the form of a rectangular box. Thetop surface 1125 of thehousing 1150 may be configured to support thecover 514 of theflow cell 500, as shown inFIG. 11 . More specifically, thetop surface 1125 may define anopening 1120 therethrough. With reference toFIG. 12 , extending through theopening 1120 may be arotatable actuating member 1135 having anend portion 1136 configured to engage the flow cell to rotate the closure mechanism on the cover, as will be described in further detail below. Thus, therotatable actuating member 1135 is configured to support thecover 514 of theflow cell 500 proximate the rotatable closure mechanism disposed at the free end of thecover 514, and the remaining length of thecover 514 is configured to rest on thetop surface 1125 of thefixture 1150. - The
top surface 1125 may also define arecess 1130 that is positioned just below thecover 514 when theflow cell 500 is in the supported position ofFIG. 11 . Therecess 1130 is configured to receive part of the flow cell 500 (e.g., an end of frame 579) when theflow cell 500 is rotated to its open position, as shown inFIG. 11 . Proximate the end of thetop surface 1125 nearest therecess 1130, one ormore stops 1115 may be positioned. Thestops 1115 may provide a surface upon which the relatively heavier frame elements (e.g. 536 and 551) of theflow cell 500 may rest when theflow cell 500 is in the open position. The height of thestops 1115 may be sufficient to maintain thecover 514 and the remaining portions of theflow cell 500 substantially perpendicular to each other. In various exemplary embodiments, thestops 1115 may be made of rubber or other elastic material to provide a cushioned surface against which the flow cell frame elements may rest. As shown inFIG. 12 , stops 1145 (e.g., rubber stops) also may be provided on the bottom surface of thefixture 1150 to help prevent sliding of thefixture 1150 relative to a surface on which it rests and to absorb motion associated with loading theflow cell 500 onto thefixture 1150. - Disposed proximate the
opening 1120 and between theopening 1120 andrecess 1130 are twoholes 1121 that extend through thetop surface 1125. Theholes 1121 are positioned so as to substantially align with theholes 516 in thecover 514. As best seen in the views ofFIGS. 12 and 13 , a pair ofpins 1136 extend through thehousing 1150 of thefixture 1100 substantially perpendicularly to thetop surface 1125. Inside thehousing 1150, the lateral surfaces of thepins 1136 engage with the lateral surface of afriction roller 1140. Thefriction roller 1140 extends substantially perpendicular to thepins 1136. A windingmember 1144 may be attached to a shaft extending through theroller 1140. The windingmember 1144 may be positioned externally to the housing so that a user can grasp the windingmember 1144 to rotate theroller 1140. Rotation of theroller 1140 causes thepins 1136 to move up and down through theholes 1121. Thus, as shown inFIGS. 11-13 , thepins 1136 may be moved via theroller 1140 such that they extend through theholes 1121 and asubstrate 510 that is desired to be loaded into theflow cell 500 may be positioned with its corners at a top edge thereof resting on thepins 1136 and the corners at the opposite edge thereof seated in the recess of thecover 514. Using theroller 1140, thepins 1136 may gradually be lowered to lower the edge of thesubstrate 510 resting on thepins 1136 down into the recess of thecover 514. - With reference to the close up view of
FIG. 14 , eachpin 1136 may have a cut-out recessed segment that is configured to receive a corner of thesubstrate 510. The cut-out recess may be formed with relatively smooth surfaces so as to avoid the surface of thesubstrate 510 contacting sharp edges. Further, as thepins 1136 are lowered, the recessed surfaces of thepins 1136 may push against the respective corners of thesubstrate 510 to push thesubstrate 510 toward and eventually against the bottom edge of the recess in thecover 514 that receives thesubstrate 510. - With reference again to
FIG. 13 , operation of theactuating member 1134 will now be described. As mentioned above, the end of theactuating member 1134 that extends out of thehole 1120 to an exterior of thetop surface 1125 has a protrudingstructure 1134 configured to engage with the actuation mechanism 576 of theflow cell 500. By way of example, the actuation mechanism 576 may comprise a substantially rectangular recess 577 and theprotrusion 1134 may have a similar shape and be of a size configured to be received in the recess 577 in a mating engagement. In this way, theflow cell 500 can be supported at one end thereof by the actuation mechanism 576 resting on theprotrusion 1134. Theactuating member 1135 may have a largerupper region 1135 a and asmaller bottom region 1135 b. Thesmaller bottom region 1135 b may be configured to be received in ahole 1123 that extends through a bottom surface of the housing disposed substantially opposite to thetop surface 1125. Theactuating member 1135 may be configured to be biased in an upward direction via aspring 1137 which is positioned around thesmaller bottom region 1135 b of theactuating member 1135 between an interior of thebottom surface 1126 and the largerupper region 1135 a of theactuating member 1135. Thespring 1137 may be configured to absorb some of the weight of theflow cell 500 when the flow cell is engaged with theactuating member 1135. - When it is desired to lock the
cover 514 to the remainder of theflow cell 500, theflow cell 500 can be placed in the closed position and theactuating member 1135 may be rotated, which in turn causes rotation of the actuating mechanism 576 androtatable closure mechanism 575. Alever 1160 may be coupled to theactuating member 1135 within the housing and may extend substantially perpendicular or at a slight angle relative to the longitudinal axis of theactuating member 1135. Aslot 1165 may be provided on a lateral end surface of the housing and thelever 1160 may extend through theslot 1165. Thelever 1160 may thus be moved along theslot 1165 to rotate theactuating member 1135 as desired. - Aside from a detachable flow cell arrangement that permits positioning a substrate in a horizontal position in the flow cell prior to closing the flow cell, it may be desirable to provide an independently accessible multiple (e.g., dual) flow cell arrangement permanently mounted to the microscope translation stage that is configured to permit positioning of a substrate by a user prior to closing the flow cell chamber to perform reactions and/or analysis on the substrate. Such an arrangement may permit loading the substrate and beginning reactions in the flow cell to be accomplished more quickly than in an arrangement wherein the flow cells are loaded in a detached position from the microscope stage. Moreover, since the flow cell may be connected to various reservoirs, pumps, and other flow mechanisms to flow substances for reaction and/or analysis into and out of the flow cell, it may be cumbersome to remove the flow cell from the microscope stage, requiring disconnection of the flow cell from various flow structures. Also, by permanently attaching a flow cell to the microscope stage and loading the substrate into such an attached flow cell, it may be possible to achieve better control over the positioning of the substrate and thus to focus the optics and other detection mechanisms more accurately.
- In various exemplary embodiments, therefore, a flow cell may be configured to be loaded with a substrate in a horizontal position while the flow cell is mounted to a microscope stage. For example, in accordance with various exemplary embodiments, a user may load a substrate onto the sample block of the flow cell with the flow cell in an open position and, after the substrate is loaded on the sample block, close the flow cell such that the substrate is in a substantially vertical position in the formed flow cell reaction chamber for performing reactions and/or analysis. When utilizing a flow cell arrangement in which a substrate is loaded in a horizontal position, but moved to a vertical position for performing reactions and/or analysis when the flow cell is closed, it is desirable that the flow cell is configured to precisely position the substrate such that accurate imaging and detection of the substrate occurs. Thus, for example, it is desirable that the plane of the sample block on which the substrate is mounted and the plane of the substrate surface being imaged is substantially parallel to a focal plane of the microscope (e.g., including the various imaging optics and detection elements used to image the substrate). Moreover, since in some case the focal range of the microscope optics is somewhat limited, placing the substrate in a substantially predictable position when the flow cell is closed may make focusing on the substrate more efficient.
- One exemplary embodiment of an independently accessible dual flow cell biological analysis instrument that permits a user to load a substrate into the flow cell in a horizontal position (e.g., with the large surface area of the substrate substantially parallel to the ground) is depicted in
FIG. 15 . In that exemplary embodiment, one or more frames, such asframes microscope stage 1501 and used to achieve appropriate positioning of a substrate being analyzed in a flow cell mounted to the frame when the flow cell is in a closed position, as will be explained in more detail below. - With reference to
FIG. 15 , in the independently accessible dual flow cell configuration shown, two substantially symmetrical C-shapedframes microscope stage 1501. Theflow cells respective frames 1519A and 1591B and placed in an open position (shown byflow cell 1500B) and closed position (shown byflow cell 1500A) by rotating (e.g., pivoting) theflow cells frames element 1595A inFIG. 15 , may be used to mount theflow cells frames elements FIG. 15A , also may be provided on eachframe flow cells FIG. 15A , theframes balls bottom jack screws frames frames -
FIG. 15B depicts a partial perspective cross-sectional view offrame 1519A showing thetop jack screw 1560A mounted in a threadedsleeve 1561A for adjusting theframe 1519A relative to an exemplary embodiment of anadaptor bracket 1550 that may be bolted to the microscope stage. Alternatively, theframes - When mounted to the
microscope stage 1501, theframes FIG. 15 ) that are configured to receive the faces of theflow cells FIGS. 22-30 and 39-43. The openings of eachframe microscope stage 1501 to permit imaging of the substrates loaded in theflow cells flow cells - The
flow cells frame element 1551A and 1551B configured to support the sample blocks (not shown) on which the substrates are mounted. Theframe elements 1551A and 1551B also may have various thermal components (e.g., a Peltier device, not shown, and/or a heat sink, shown by element 1580B) mounted to theframe elements 1551A and 1551B for providing heating and/or cooling of the reaction chambers formed by theflow cells FIG. 15 ); the formation of the reaction chamber between the sample block and the substrate is described above and therefore is not being described In this section. In various exemplary embodiments, for example, as depicted inFIG. 15 , aduct 1596A and 1596B also may be supported by theframe element 1551A and 1551B and configured to mate with main ductwork (not shown) to deliver cooling fluid (e.g., air) from a remote cooling source (e.g., a fan) to cool the flow cell reaction chambers. - In an exemplary embodiment, as shown in
FIG. 15 , theducts 1596A and 1596B may have open ends that are configured to mate with main ductwork to receive the cooling fluid positioned so as to face a bottom of theflow cells flow cells frames ducts 1596A and 1596B may permit the cooling fluid delivered from the remote cooling source to be delivered from the bottom of theflow cells 1596A and 1596B and into the heat sink, as opposed to from a top of theflow cells 1596A and 1596B. This may permit the cooling fluid to be delivered while theflow cells FIG. 15 , including theducts 1596A and 1596B, may be replaced or used in combination with various other thermal components to heat and cool the flow cell reaction chambers. Such thermal components that may be used include, but are not limited to, recirculating cooling liquid systems, heat pipes, evaporative cooling, and various other thermal systems such as those described in U.S. application Ser. No. 11/757,286, incorporated by reference herein. - To place the
flow cells flow cell lever lock 1575A and 1575B having a configuration and operational principles similar tolever locks FIGS. 2A and 2B . The lever locks 1575A and 1575B are positioned substantially toward a top center of theflow cells flow cells lever lock 1575A illustrated inFIG. 15A , a length of the lever lock handle extends substantially vertically and parallel to theflow cell 1500A and serves as an obvious indication that the flow cell is in the closed, locked position. To open the flow cell, the handle portion of thelever lock 1575A is lifted upward. -
FIG. 44 illustrates a partial cross-sectional view of theflow cell 1500A ofFIG. 15 illustratinglever lock 1575A in a locked position. In the closed position, a hook on the end of thelever lock 1575A engages with aflange member 1576A mounted to the C-shapedframe 1519A. As described above, lifting the handle portion of thelever lock 1575A upward inFIG. 15 rotates thelever lock 1575A about a pin and 1577A and moves the hook portion out of engagement with theflange member 1576A, thereby permitting theflow cell 1500A to be rotated to the open position shown byflow cell 1500B. - Once the
flow cells frames screws frames frames flow cells element 1563A inFIG. 15B ). The mounting screws may be used to mount theframe microscope stage 1501. The mounting screws may have spring washers, such as, for example, Belleville spring washers (shown by element 1562B inFIG. 15B ), that permit the mounting screws to maintain a roughly constant holding force while thejack screws flow cells - In use, it is desirable that the mounting screws be appropriately adjusted relative to the range of the washer springs so that the mounting screws exert a force on the
frames microscope stage 1501 sufficient to substantially position theflow cells frames stage 1501. - Another exemplary embodiment of a flow cell arrangement configured to permit loading of the substrate into the flow cell in a horizontal position while the flow cell is mounted to the microscope stage is depicted in
FIGS. 16-18 . In the exemplary embodiment ofFIGS. 16 and 17 ,flow cells microscope stage 1601, rather than to a frame that is mounted directly to the microscope stage like in the exemplary embodiment ofFIG. 15 described above. In various exemplary embodiments, themicroscope stage 1601 may be a microscope stage made commercially available by Ludl Electronic Products, Ltd., however, various microscope stages known to those skilled in the art may be employed in conjunction with the present teachings without departing from the scope thereof.FIG. 16 depicts bothflow cells FIG. 17 depictsflow cell 1600A in a closed position and flowcell 1600B in an open position for loading a substrate, substrate 1610B shown inFIG. 17 , in theflow cell 1600B. In the illustration ofFIG. 17 , the bottom portion of themicroscope stage 1601 is not shown. - In the exemplary configuration of
FIGS. 16 and 17 , theflow cells microscope stage 1601 viahinges flow cells microscope stage 1601, but also serve as a fixed rest point for theflow cells flow cell 1600B inFIG. 17 . - Details of the
hinge mechanism 1695A are depicted in the close-up, sectioned view of thehinge mechanism 1695A shown inFIG. 18 . The view ofFIG. 18 shows the interior of thehinge 1695A with theflow cell 1600A being removed therefrom. Thehinge mechanism 1695B has the same structure ashinge 1695A, but is oppositely configured such that the two are mirror images of each other. Thehinge 1695A includes twoshafts 1682 disposed at substantially opposite ends and on which theflow cell 1600A is configured to be rotatably mounted. Aspherical bearing 1684 surrounds eachshaft 1682 to permit theshafts 1682, and thus theflow cell 1600A, to move rotationally and at an angle. Anouter bushing 1686 may be used to limit the tilt of thespherical bearings 1684. Theouter bushing 1686 may be configured to permit thespherical bearings 1684 to have a range of motion sufficient for leveling the flow cell in the closed position (e.g., for adjusting the large surface area of the substrate in the flow cell such that it is substantially parallel with the focal plane of the microscope optics), but limit the range of motion such that theflow cell 1600A does not move significantly (e.g., clockwise or counterclockwise) during loading of theflow cell 1600A when in the open position. It is desirable that thebearings 1684 return to substantially the same position when moving theflow cell 1600A from the open to the closed position. In various exemplary embodiments apreloaded spring 1688 may be used to return thebearings 1684 to substantially the same position each time theflow cell 1600A is moved to the closed position. As such, the force applied by thespring 1688 may be selected such that it is at least equal to the weight of the flow cell and any other forces that tend to deflect the position of thebearing 1684 when the flow cell is closed. - In addition to the spherical bearing hinges 1695A and 1695B to control the motion of the
flow cells dampers microscope stage 1601 and at the opposite end to theflow cells flow cells dampers dampers - Although, as discussed above, the spherical bearings of the
hinges flow cells flow cells flow cells flow cells flow cells - With reference to the exemplary embodiment of
FIGS. 16 and 17 , a pair of levelingscrews flow cells flow cells microscope stage 1601. The leveling screws 1660A and 1660B may be configured to adjust the position of theflow cells flow cells flow cells - In various exemplary embodiments, a force exerted by the leveling screws 1660A and 1660B to move the
flow cells microscope stage 1601 during adjusting of the position of theflow cells flow cells FIG. 16 ). It may be desirable therefore to configure the latch to provide a relatively constant closure force over a relatively wide range of adjustment of theflow cells FIGS. 16 and 17 , and as shown in more detail in the detailed, sectioned view ofFIG. 19 and the close-up views ofFIGS. 20 and 21 , a closure mechanism that includes a latch element and compression spring may be used to permit a relatively wide range of adjustment by the leveling screws 1660A and 1660B without risk of overcoming the closure force. - With particular reference to
FIGS. 19 , 20, and 21, a closure mechanism in accordance with various exemplary embodiments will be described with reference to theflow cell 1600A, though it will be understood that theflow cell 1600B also may be provided with such a closure mechanism. The closure mechanism may comprise arotatable latch 1692A that extends from an end of arotatable shaft 1691A in a direction substantially perpendicular to the longitudinal axis of theshaft 1691A. Ahandle 1694A may be provided on an end of theshaft 1691A opposite to thelatch 1692A and may be positioned externally to the housing offlow cell 1600A, as best shown inFIGS. 16 , 17, 20, and 21. Thehandle 1694A may be pivotably mounted at one end to theflow cell 1600A and configured to rotate approximately 90° from a substantially horizontal position (e.g., parallel to the ground) to a substantially vertical position, shown in the figures, to lock theflow cell 1600A into position relative to themicroscope stage 1601 when theflow cell 1600A is in the closed position. Rotation of thehandle 1694A causes rotation of theshaft 1691A and latch 1692A. Rotating thelatch 1692A moves thelatch 1692A into and out of engagement with a cooperating lip on aclosure block 1697A (shown inFIG. 16 , 17, and in a transparent view inFIG. 21 ; closure blocks 1697B configured to cooperate with the latch (1692B) onflow cell 1600B also are shown in those figures) mounted to themicroscope stage 1601. Those having skill in the art are familiar with various types of suitable configurations exemplifying the type of latching mechanisms described above. - The closure mechanism also may include a
compression spring 1693A disposed around therotatable shaft 1691A between a washer 1699A and theframe 1651A. A bushing (not shown) surrounds theshaft 1691A within theframe 1651A, permitting theshaft 1691A to rotate and move up and down relative to theframe 1651A Thespring 1693A may be configured to provide the force that maintains theflow cell 1600A in the locked, closed position relative to themicroscope stage 1601. Further, thespring 1693A may permit a relatively wide range of adjustment of theflow cell 1600A by the leveling screws 1660A and 1660B in a direction substantially perpendicular to the plane of the drawing sheet ofFIG. 16 while maintaining a substantially constant closing force between thelatch 1692A and the closure lip onblock 1697A. By utilizing thecompression spring 1693A, thelatch 1692A need not be in an exact position relative to theclosure block 1697A to lock theflow cell 1600A. - In contrast to other closure mechanisms such as, for example, a thumb screw, the closure mechanism described above with reference to
FIGS. 19-21 permits a user to easily determine whether the corresponding flow cell is in a locked position or unlocked position, and also controls the closure force independent of user operation. However, those of ordinary skill in the art would understand a variety of differing types of closure mechanisms could be used to lock the flow cells in a closed position, including but not limited to, thumbscrews and/or other similar mechanisms, without departing from the scope of the present teachings. - With reference in particular to
FIGS. 19-21 , additional elements that may be associated with theflow cells flow cells flow cells FIGS. 19-21 again depictflow cell 1600A, but it should be understood thatflow cell 1600B can be similarly configured. In various exemplary embodiments, theframe 1651A may include aprotrusion 1652A (e.g., tongue) that extends upwardly from an end of theframe 1651A when theflow cell 1600A is in the closed position (e.g., theprotrusion 1652A extends upwardly in the orientation shown inFIG. 16 ). More specifically, in the closed and locked position, theprotrusion 1652A is configured to be positioned between theclosure block 1697A on one side and a stop 1604 (which may be made of rubber or other suitable elastic material configured to provide a compression against the protrusion 1655A) on the other side. The protrusion 1652B offlow cell 1600B (depicted, for example, inFIG. 16 ) may similarly be configured to be positioned between theclosure block 1697B and thestop 1604 in the closed position of theflow cell 1600B. - A spring-loaded
shaft 1698A housed in theclosure block 1697A may be biased so as to extend out of theclosure block 1697A and into contact with a side of theprotrusion 1652A. Theprotrusion 1652A may thus be clamped between thestop 1604 and theshaft 1698A. In various exemplary embodiments, theshaft 1698A may have a ball or other element on the end thereof that contacts theprotrusion 1652A so as not to cause damage thereto. For example, the ball or other contact element may be made of a material, such as rubber, for example, that minimizes damage to theprotrusion 1652A. In addition to the force applied by theshaft 1698A, the action of rotating thelatch 1692A also may push theprotrusion 1652A against thestop 1604 to provide an additional clamping force. - When the
flow cells flow cells flow cells flow cells flow cells flow cells - A flow cell configuration that enables a user to load the substrate or other sample holder into the flow cell in a substantially horizontal position may facilitate the loading of the substrate as the substrate is easier to manipulate onto a horizontal surface than a vertical surface. Further, as discussed above, mounting a substrate in the substantially horizontal position may provide an opportunity for a user to clean any contamination or other substances at least from the surface of the substrate that faces the user after the substrate has been loaded in the flow cell. In addition, loading the substrate in a substantially horizontal position may hinder substance adhered to the substrate, such as, for example, glycerol that is placed on the slide to prevent the slide from drying out, from flowing down the surface of the substrate and dripping onto other components of the flow cell. Also, handling and loading the substrate in a horizontal position may permit the substrate to be loaded more rapidly, thereby decreasing the time that the substrate is exposed to the air and the risk of the substrate drying out.
- Aside from providing a flow cell arrangement in which a sample substrate can be loaded in a horizontal position, it may be desirable to minimize direct handling of the substrate by a user loading the substrate and/or transporting the substrate from one workstation to a flow cell for performing reactions and/or analysis of the sample substrate. It also may be desirable to minimize contact between clamping equipment and the substrate when mounting the sample substrate in a flow cell.
- To achieve at least some of these desirable features, in various exemplary embodiments, a slide carrier may be configured to hold the sample substrate during loading of the flow cell and within the flow cell while reactions and/or analysis of the substrate is performed.
FIGS. 22-29 and 39-43 depict various views of some exemplary embodiments of a slide carrier and how that carrier may be configured to be coupled to a frame and sample block of a flow cell configured for enabling loading of a substrate in a horizontal position (such as, for example, theflow cells - With reference to
FIG. 22 , one exemplary embodiment of a slide carrier is depicted. Theslide carrier 2200 is in the form of aframe 2212 configured to surround thesubstrate 2210. In various exemplary embodiments, carrier frames in accordance with exemplary embodiments may be made of machined aluminum. Other suitable materials for the carrier frames disclosed herein may include materials that are stiff enough to withstand a force required to compress the sealing mechanism on the heater block without flexing. Theframe 2212 defines a relativelylarge opening 2223 that is configured to substantially align with a portion of the large surface area of thesample substrate 2210 when thesample substrate 2210 is positioned therein. Surrounding theopening 2223, theframe 2212 has a stepped profile, the lower portion of which in the view ofFIG. 22 is configured to support thesample substrate 2210 substantially around a perimeter region of thesubstrate 2210. In various exemplary embodiments, for reasons that will become apparent in the description that follows, thesubstrate 2210 may be received in theframe 2212 such that the surface of thesubstrate 2210 facing up in the orientation ofFIG. 22 is the surface that carries the sample to be analyzed and/or reacted. As shown inFIG. 22 , the thickness of theframe 2212 may be larger than the thickness of thesubstrate 2210. Aradiused region 2240 may be formed in theframe 2212 and extend around the perimeter of thesubstrate 2210 when thesubstrate 2210 is mounted in thecarrier 2200. The radiusedregion 2240 may collect any substance that may drip off of the mountedsubstrate 2210 when thesubstrate 2210 is placed in a susbstantially vertical position upon closing the flow cell. - Retaining
fingers 2230 may be pivotably mounted to theslide carrier frame 2212. In various exemplary embodiments, four retainingfingers 2230 may be positioned to engage with thesubstrate 2210 proximate the four corners of thesample substrate 2210. Operation and additional details regarding the retainingfingers 2230 are described below. - The
slide carrier 2200 also may include, in various exemplary embodiments, clamping extensions 2220 (e.g., ears) on two diagonally opposing corners thereof, the purpose of which will become apparent from the more detailed explanation set forth below. In accordance with various exemplary embodiments, one of theclamping extensions 2220 may be provided with anindicator 2215, such as, for example, a bar code label, radio-frequency identification (RFID) tag, and/or other indicator useful for identifying the carrier and/or containing information about the sample on a given slide held by the carrier. - Referring now to
FIG. 23 , two of the retainingfingers 2230 are depicted, with the one on the left of the figure illustrating a disengaged position of the retainingfinger 2230 relative to thesubstrate 2210 and the one on the right illustrating an engaged position of the retainingfinger 2230 in which theretaining finger 2230 clamps thesubstrate 2210. The retainingfingers 2230 may be positioned in respective recessedregions 2232 of thecarrier frame 2212. The recessedregions 2232 and the retainingfingers 2230 may have cooperating profiles such that one or more surface portions of the recessedregions 2232 engages with one or more surface portions of the retainingfingers 2230 as thefingers 2230 are rotated into the clamping position shown by theright retaining finger 2230 inFIG. 23 . The engagement of the one or more surface portions of the retainingfingers 2230 and recessedregions 2232 stops further rotation of the retainingfingers 2230. In the exemplary embodiment ofFIG. 23 , the surface portions of the retainingfinger 2230 and the recessedregion 2232 that engage are identified by S. - Rotation of the retaining
fingers 2230 out of engagement with the recessedregions 2232 permits the retainingfingers 2230 to be move entirely away from the surface of thesubstrate 2210 to permit thesubstrate 2210 to be removed from thecarrier frame 2212. The retainingfingers 2230 may be rotated via screws or other mechanisms familiar to those skilled in the art (not shown). It may be desirable to configure the retainingfingers 2230 and recessedregions 2232 such that each of the retainingfingers 2230 is configured to be rotated in the same direction to place the retainingfingers 2230 in a clamping position and likewise to place the retainingfingers 2230 in a disengaged position. Those having ordinary skill in the art would understand various modifications that could be made to the exemplary embodiments shown herein to achieve such common direction of rotation. - In various exemplary embodiments, the retaining fingers in accordance with various exemplary embodiments of the present teachings may be made of stainless steel with the tips coated with rubber to provide a soft surface between the fingers and the substrate. Other materials that may be used for retaining fingers include materials that are soft enough so as not to damage the substrate when placed in contact therewith, yet strong enough to withstand wear and tear.
- Once the
substrate 2210 for which reaction and/or analysis is desired is positioned and clamped in thecarrier 2200, theentire carrier 2200 with thesubstrate 2210 therein may be loaded into a flow cell, as depicted in the exemplary embodiment ofFIGS. 24-29 . Although the configuration of the flow cell depicted in FIGS. 24 and 26-29 is like that of theflow cells substrate carrier 2200 is loaded may also be implemented in a flow cell having a configuration like that offlow cell FIGS. 24-29 , the flow cell being described isflow cell 1600A; it should be understood that the various parts of theflow cell 1600A applies to theflow cell 1600B, with orientation and positioning of the various elements being modified as appropriate. - To load the
carrier 2200, the position of the assembly shown inFIG. 23 is inverted such that the recess defined by theframe 2212 receives thesample block 1612A, causing the surface of thesubstrate 2210 that has sample attached thereon to rest on asealing mechanism 1615A (e.g., gasket) on the upper surface of thesample block 1612A. - In the cutaway view of the
carrier 2200 shown inFIG. 23 , the stepped profile of theframe 2212 is visible. That profile provides two regions, thefirst region 2227 for nesting with thesubstrate 2210 and thesecond region 2228 defined by the radiusedportion 2240 for nesting with thesample block 1612A. Thus, theframe 2212 may be configured to envelope thesample block 2212, surrounding it entirely around its perimeter and surface facing away from thesample block 1612A. The outer perimeter of theframe 2212 may be supported upon asupport plate 1619A to which thesample block 1612A is mounted on one side. The opposite side of thesupport plate 1619A faces theframe element 1651A of the flow cell and thesupport plate 1619A may be mounted to theframe element 1651A. In various exemplary embodiments, thesupport plate 1619A may cover any gaps in theframe 1651A to enclose wires and prevent splashed liquid from entering the interior of the flow cell. - Mounting the
carrier 2220 andsubstrate 2210 in this manner forms a reaction chamber between thesubstrate 2210 and thesample block 1612A into which various substances (e.g., samples, reagents, buffers, etc.) may be introduced for the purpose of reacting with a sample on thesubstrate 2210 and/or performing analysis of thesubstrate 2210. Those ordinarily skilled in the art would understand various flow structures and flow control mechanisms (e.g., ports, conduits, valving, pumps, etc.) that can be used to introduce substances into the reaction chambers of the flow cells described herein; details regarding such flow mechanisms therefore are not provided. - As shown in
FIG. 24 , and in the close-up elevational view ofFIG. 25 (the view ofFIG. 25 is a partial side view taken from a long side of the substrate 2210),spacers 1616A may project up from the surface of thesample block 1612A to engage and support thesubstrate 2210. Thespacers 1616A (only two of which are shown inFIGS. 24 and 25 ) are disposed to support the four corners of thesubstrate 2210. As best seen inFIG. 25 , the surfaces of thespacers 1616A on which thesubstrate 2210 rests are slightly higher than the surface of thesample block 1612A with which thesubstrate 2210 forms the reaction chamber. Thespacers 1616A may thus be configured to fix the gap between thesample block 1612A and thesubstrate 2210 to determine the volume of the reaction chamber formed therebetween and thus the volume of liquid that may be held in the reaction chamber. In various exemplary embodiments, thespacers 1616A may be parts that are separate from thesample block 1612A so that at least the top surface of thesample block 1612A that defines the flow cell reaction chamber may be lapped and polished. Thespacers 1616A may be made of, for example, stainless steel and/or other suitable materials offering sufficient rigidity. It is desirable for thespacers 1616A to be relatively hard and not deformable (e.g., compressible) so that resting thesubstrate 2210 on thespacers 1616A determines the position of thesubstrate 2210 when the flow cell is in the closed position; in other words, the focal plane of thesubstrate 2210 may be set by resting thesubstrate 2210 on thespacers 1616A. - In various exemplary embodiments, lateral positioning of the
substrate 2210 relative to thesample block 1612A may be facilitated by providing a registration member 1613A, shown inFIG. 26 , on thesample block 1612A. The registration member 1613A may be a small projection that is configured to mate with a similarly shaped recess (e.g., notch) 2213 (shown inFIGS. 22 and 23 ) formed in the stepped profile region of thecarrier frame 2212 that engages with thesample block 1612A. - To keep the
carrier 2200 andsubstrate 2210 in the mounted position over theheater block 1612A a clamping mechanism may be used. It may be desirable to provide a clamping mechanism that does not extend over the surface of thecarrier frame 2212 that faces the microscope when the flow cell is in a closed position (i.e., the surface of thecarrier frame 2212 visible and facing upward inFIG. 24 ) to avoid contacting, and potentially damaging, the microscope objective lens, internal parts of the microscope stage, and/or other optics/detection mechanisms positioned for imaging thesubstrate 2210. - With reference now to FIGS. 24 and 26-30, differing views of an exemplary embodiment of a clamping mechanism comprising
rotatable clamping arms 2700 are illustrated. As will be explained in further detail below, the clampingarms 2700 engage with theclamping extensions 2220 provided on each end of theslide carrier frame 2212 at diagonally positioned corners of the frame to provide a clamping force on thoseextensions 2220 and retain thecarrier 2200 andsubstrate 2210 held therein in position in theflow cell 1600A. As best shown in the views ofFIGS. 27 and 29 , theextensions 2220 may have a ramped surface with which thearms 2700 are configured to engage and provide a clamping force. The height of the ramped surface of theextensions 2220 may be such that, in the engaged position, thearms 2700 are not positioned beyond (e.g., above) the upper surface of the carrier frame 2212 (e.g., the surface of thecarrier frame 2212 facing upward inFIGS. 27-29 ).FIGS. 26 and 28 illustrate thearms 2700 rotated in a disengaged (e.g., unclamped) position from theextensions 2220, andFIGS. 27 and 29 illustrate thearms 2700 rotated into an engaged (e.g., clamped) position with theextensions 2220. - Referring now to the partial sectioned side view of
FIG. 29 and the isolation view of the clamping mechanism comprisingclamping arm 2700, theclamping arm 2700 may comprise abase portion 2702 and anengagement portion 2704. Thebase portion 2702 may be mounted to one end of arotatable shaft 2710 that extends through the thickness of theframe 1651A. Thebase portion 2702 may be secured to the end of theshaft 2710 that is on the side of theframe 1651A that supports the sample block (not shown). A securing member 2714 (e.g., a button head screw) extending along a length of theshaft 2710 may be used to secure thebase portion 2702 to theshaft 2710. The entire clamping assembly depicted inFIG. 30 rotates together via rotation of theshaft 2710 relative to theframe 1651A. Theengagement portion 2704 is disposed at an angle off of thebase portion 2702 such that when rotated toward thecarrier frame 2212, theengagement portion 2704 travels up the ramped surface of theextensions 2220 and exerts a substantially downward force on theextension 2220. - To provide a constant clamping force, a spring-loaded
plunger 2715 in ahousing tube 2718 may be used that engages the surface of theframe 1651A opposite to the surface that faces thearm 2700. The spring-loadedplunger 2715 is attached to therotatable shaft 2710 via aholding plate 2716 that extends substantially perpendicularly to theshaft 2710. The securingmember 2714 extends through the holdingplate 2716 to secure the holding plate 2176 to the end of theshaft 2710 opposite to the end at which thebase portion 2702 is mounted. The holdingplate 2716 thus positions the spring-loadedplunger 2715 in substantial alignment with theengagement portion 2704 so that theplunger 2715 andengagement portion 2704 can exert a clamping force on theextension 2220 to clamp theslide carrier 2200 in place in the flow cell. The spring-loadedplungers 2715 cooperate with each of the clampingarms 2700 to exert a substantially constant clamping force on each end of theslide carrier 2200. The clamping mechanisms depicted in the exemplary embodiment of FIGS. 24 and 26-30, may provide a substantially uniform clamping force that is not user-dependent. - As shown in
FIGS. 29 and 30 , afoot 2708 may be associated with theengagement portion 2704 of theengagement arm 2700. Thefoot 2708 may be made of a plastic (e.g., a relatively hard plastic such as PEEK (polyetheretherketones)) or other suitable material configured to reduce friction and wear so that thefoot 2708 may engage with theextension 2220 without scratching or otherwise damaging theextension 2220. -
FIGS. 39-43 illustrate other exemplary embodiments of a slide carrier and a clamping arm in accordance with the present teachings. The slide carrier of the exemplary embodiment ofFIGS. 39-41 is similar to that described above with reference toFIGS. 22-28 with modifications to the retaining fingers and clamping surfaces that engage with the clamping arm of the exemplary embodiment ofFIGS. 41-43 . - More specifically, the
slide carrier 3900 inFIGS. 39-41 may comprise retainingfingers 3930 and correspondingrecesses 3932 having a different configuration than those in the exemplary embodiment of theslide carrier 2200 described above. In the view ofFIG. 39 , the retainingfingers 3930 at the top of theslide carrier 2200 are in the clamped, engaged position to hold asubstrate 3910 in place and the retainingfingers 3930 at the bottom of theslide carrier 2200 are in the unclamped, disengaged position. The retainingfingers 3930 ofFIG. 39 are configured to pivot around a heel rather than a screw as in the exemplary embodiment of theslide carrier 2200. As shown inFIG. 39 , the retainingfingers 3930 may include anopening 3933 configured to receive ascrew 3935. The size of theopening 3933 is sufficient to allow the retainingfingers 3930 to pivot into and out of the engaged position, as shown by the top and bottom sets of retainingfingers 3930 respectively. To move the retainingfingers 3930, thescrew 3935 may be loosened and thefingers 3930 moved. A countersink (not shown) may be used so that when the retainingfingers 3930 are moved into the engaged position and thescrew 3935 is tightened, the retainingfingers 3930 are automatically moved to the correct, engaged position and thescrew 3935 centers in the countersink. - With reference now to
FIG. 40 , theclamping extensions 3920 of theslide carrier 3900 also are modified from those of the exemplary embodiment ofslide carrier 2200. In particular, theclamping extensions 3920 have been moved slightly inward closer to the center of theframe 3912 of thecarrier 3920.FIGS. 41-43 depict an exemplary embodiment of aclamping arm 4200 that may be used to clamp thesubstrate carrier 3900 in place in the flow cell in a manner similar to that described above with reference to the exemplary embodiments ofFIGS. 24-30 . As with the exemplary embodiments ofFIGS. 24-30 , twosuch clamping arms 4200 may be used to respectively engage with each clampingextension 3920 on theslide carrier 3900. - The
clamping arm 4200 has similar features as theclamping arm 2700 described above, including arotatable shaft 4210 configured to pass through theframe 1651 of a flow cell. Those having ordinary skill in the art will understand that theclamping arm 4200 andsubstrate carrier 3900 may be used in conjunction with the flow cell embodiment ofFIG. 15 and that theframe 1651 of the exemplary embodiment ofFIG. 16 is used for exemplary purposes only. Theclamping arm 4200 also may comprise a fixedbase portion 4203 and amoveable engagement portion 4204 mounted together via a securement mechanism, such as ascrew 4230, for example. The fixedbase portion 4203 may in turn be mounted to one end of therotatable shaft 4210 via asecurement mechanism 4214, such as, for example, a screw, that extends through thebase portion 4203, along the length of therotatable shaft 4210, and aclamping plate 4216 disposed at the end of theshaft 4210 opposite the end at which the fixedbase portion 4203 is secured. The entire clamping assembly depicted inFIGS. 42 and 43 rotates together via rotation of theshaft 4210 relative to theframe 1651. - The
clamping plate 4216 and the fixedbase portion 4203 thus contact opposite sides of theframe 1651. Rotation of theshaft 4210 causes the rotation of the clampingassembly 4200 and can move theengagement portion 4204 into and out of engagement with aclamping extension 3920 of theslide carrier 3900, as depicted in the outline portion ofFIG. 41 . A surface of theengagement portion 4204 configured to engage with theclamping extension 3920 of theslide carrier 3900 may be angled (e.g., ramped) such that when rotated toward thecarrier frame 3912, theengagement portion 4204 travels up the ramped surface of theextension 3920 and exerts a substantially downward force on theextension 3920. - To provide a constant clamping force, in lieu of the spring-loaded
plunger 2715 of theexemplary slide carrier 2200, thescrew 4230 may be adjusted to move theengagement portion 4204 closer to the fixedportion 4203 to a position to provide a sufficient clamping force on thecarrier 3900. Acompression spring 4215 may be received in opposing recesses in theengagement portion 4204 and fixedbase portion 4203 so that when thescrew 4230 is loosened, thecompression spring 4215 lifts theengagement portion 4204 up and away from the fixedbase portion 4203 to permit rotation of theclamping arm 4200 out of engagement with theclamping extension 3920. The clampingarms 4200 for eachclamping extension 3920 may be manually placed in the engaged and disengaged position to clamp or unclamp thesubstrate carrier 3900 in the flow cell. - In various exemplary embodiments, the slide carrier may be clamped and unclamped into position in the flow cell manually. However, in some exemplary embodiments, to facilitate releasing and engaging the clamping
arms 2700 to clamp and unclamp thecarrier 2200, for example, in theflow cells FIG. 16 , a push-pull knob flow cell frame 1651A ofFIGS. 31 and 32 , the push-pull knob 1665A, may be coupled to alinkage system 1667A having a pair of dog-legged linkage arms 1668A. Eachlinkage arm 1668A is coupled to thehousing tube 2718 of arespective clamping arm 2700 to rotate the clampingarms 2700 upon actuation of thelinkage system 1667A. InFIG. 31 , the push-pull knob 1165A andlinkage system 1667A is shown with the push-pull knob 1165A pushed inward toward theframe 1651A, which places the clampingarms 2700 in an engaged (e.g., clamped) position (shown inFIGS. 24 and 27 , for example).FIG. 32 shows the push-pull knob 1165A andlinkage system 1667A with the push-pull knob 1165A pulled outward away from theframe 1651A, which places the clampingarms 2700 in a disengaged (e.g., unclamped) position (shown inFIGS. 26 and 28 ). The views ofFIGS. 31 and 32 show the inner mechanical structure that is housed between theframe 1651A and flowcell housing cover 1653A (shown inFIG. 16 ). Thelinkage system 1667A and other mechanical structure shown inFIGS. 31 and 32 is thus on an opposite side of theframe 1651A as the side to which the sample block 1612 (and ultimately thesubstrate carrier 2200 and substrate 2210) is mounted. - In various exemplary embodiments, it may be desirable to provide a flow cell with a safety feature such that the flow cell is prevented from being closed if the substrate and/or substrate carrier are not clamped into an appropriate position within the flow cell for performing reactions and/or analysis (e.g., imaging). Likewise, it may be desirable to prevent the substrate and/or substrate carrier from accidentally being unclamped when the flow cell is in a closed position.
-
FIGS. 33 and 34 illustrate one exemplary embodiment that usesclips microscope stage 1601 as a safety feature for theflow cells FIG. 16 .FIG. 33 is a partial, sectioned view of the exemplary embodiment ofFIG. 16 shown withflow cell 1600B removed and viewing the instrument from the side of themicroscope stage 1601 that faces the microscope and detection optics.FIG. 34 is a view of the instrument taken from the opposite side asFIG. 33 . Theclips opening 1602 of themicroscope stage 1601 so as to come into contact with clampingarms 2700 on the top of eachflow cell flow cells arms 2700 are in a disengaged position from theextensions 2220 on thesubstrate carriers 2200. As depicted inFIG. 33 , the contact between theclip 3300A and theclamping arm 2700 prevents theflow cell 1600A from being completely closed when theclamping arm 2700 is not in a clamped position. If the clampingarms 2700 are in a clamped position to secure thesubstrate carrier 2200 in place within theflow cells flow cells clips arms 2700 from being able to rotate out of engagement with theextensions 2220 oncarrier 2200. - In various exemplary embodiments in accordance with the present teachings, when a flow cell is in position to perform reactions and/or analysis within the flow cell chamber, heat may radiate from the flow cell chamber (e.g., during a relatively high temperature reaction (thermocycling) stage). In some cases, depending, for example, on the proximity of the flow cell reaction chamber to the microscope stage and/or the structural configuration of the microscope stage, it may be desirable to remove such radiated heat from overheating the microscope stage. By way of example, in various exemplary embodiments the microscope stage may have a relatively thin side that defines the opening in which the flow cells are mounted. One solution that may be employed is to add a brace that also serves as a heat sink to the microscope stage frame. Such a brace may supply additional support to the microscope stage proximate the opening and also may serve as a heat sink to remove heat from the microscope stage. An exemplary embodiment of a
brace 3500 attached to a side portion of themicroscope stage 1601 located proximate thesubstrate carrier 2200 of a flow cell in the exemplary embodiment ofFIG. 16 is depicted inFIG. 35 .FIG. 35 is a cross-sectional view of the flow cell ofFIG. 16 taken in plane perpendicular to the drawing sheet ofFIG. 16 at about a mid-section of theflow cell 1600A. Thebrace 3500 may be made of, for example, aluminum or other material offering good thermal conductivity, sufficient stiffness and light weight. Thebrace 3500 may include one ormore fins 3502 or similar structures configured to conduct heat away from themicroscope stage 1601 when thebrace 3500 is mounted thereto. - As mentioned above, the various flow cells described herein in accordance with exemplary embodiments of the present teachings may include various thermal components to provide thermal cycling and/or other temperature regulation of the flow cell. U.S. application Ser. No. 11/757,286, incorporated by reference herein, provides details regarding various thermal systems and components that may be used in conjunction with the exemplary embodiments of the present teachings. The present disclosure also includes some exemplary thermal arrangements, including cooling systems, configured to cool the flow cell reaction chambers of the exemplary embodiments. For example, a cooling system comprising a remotely located cooling fan configured to blow air through ducts and onto a heat sink associated with the flow cell has been described. In other exemplary embodiments, it may be desirable to use liquid cooling of the flow cells and remove the heat sink, ducts, and fan. Such liquid cooling may be employed by using a liquid heat exchanger such as that depicted in the exemplary embodiment of
FIG. 36 -
FIG. 36 is a partial cross-sectional view that shows an exemplary embodiment of aliquid heat exchanger 3600 used in conjunction with theflow cell 1600A ofFIG. 16 . Those having skill in the art would understand, however, that theliquid heat exchanger 3600 may be used to provide cooling of the reaction chambers of a variety of flow cell configurations, including any of those shown and described herein, with obvious modifications to the flow cell structure to accommodate such a liquid heat exchanger. In various exemplary embodiments, and as shown inFIG. 36 , theliquid heat exchanger 3600 may be positioned underneath aPeltier device 1660A used to heat and/or cool thesample block 1612A. Theliquid heat exchanger 3600 may include a plurality of flow channels 3602 configured to flow cooling liquids, such as, for example, water, alcohol, a refrigerant, and/or other suitable cooling liquids, therein. The cooling liquid circulating through theliquid heat exchanger 3600 may absorb heat from the reaction chamber formed between thesubstrate 2210 and thesample block 1612A to help maintain the reaction chamber at a desired temperature. Mounted in a remote location from the flow cell may be another heat exchanger, for example, with a fan and heat sink, configured to remove heat absorbed by the liquid of theliquid heat exchanger 3600. A pump or other suitable flow mechanism may be used to circulate the liquid into and out of theheat exchanger 3600 via tube ports (not shown). - A liquid heat exchanger configured like that of the exemplary embodiment in
FIG. 36 may be relatively small compared to other cooling components used to remove heat from the reaction chamber, and therefore may be desirable in situations where space is a consideration. Moreover, the liquid heat exchanger may be relatively light and thus decrease the weight of the flow cell, facilitating opening, closing, and otherwise manipulating the flow cell. - As discussed above, in various exemplary embodiments, the flow cells in accordance with the present teachings may be mounted to a vertically positioned (e.g., positioned with its largest surfaces substantially perpendicularly to the ground) microscope stage. In some embodiments, the microscope stage may be one designed to operate in a horizontal position (e.g., having its largest surfaces substantially parallel to the ground). In some cases, such stages may tend to coast downward due to the weight of the flow cell when the power is not being used to move the stage.
FIGS. 37 and 38 illustrate an exemplary embodiment of a counterbalance system that may be used to hinder movement of the stage downward due to the weight of the flow cell. - In the exemplary embodiment of
FIGS. 37 and 38 , a cable andpulley system 3700 is used to counterbalance the weight of the flow cell. In the exemplary embodiment shown, thesystem 3700 may include a mountingbracket 3705 configured to mount onto a fixed surface, such as, for example, a frame associated with the biological analysis instrumentation utilizing the microscope stage and flow cell. The mountingbracket 3705 may have a spring loadedcable reel 3710 coupled thereto by way of a plate supporting the reel. A dead weight may be used in lieu of a spring-loaded cable reel, with the ultimate function being to provide a tension in acable 3715 attached thereto sufficient to counteract the weight of the flow cell. The plate may define a throughhole configured to permit passage of thecable 3715 extending from thereel 3710. Thereel 3710 in various exemplary embodiments may be a part commercially available from Ametek Electric that includes a pair of clock springs configured to provide a roughly constant pulling force on thecable 3715. Thecable 3715 may be wound around adrive pulley 3720 to in turn apply a constant torque on thepulley 3720. Thedrive pulley 3720 may be mounted to another mountingbracket 3740 configured to be mounted to a fixed surface relative to the biological analysis instrument in closer proximity to the microscope stage than the mountingbracket 3705. Aspline shaft 3750 is fixed at one end to the drivepulley 3720 and at an opposite end to ashaft mounting bracket 3745, and is configured to rotate in response to rotation of thedrive pulley 3720. - A driven
pulley 3725 also may be coupled to thespline shaft 3750 between thedrive pulley 3720 and the mountingbracket 3745. Asecond cable 3735 may extend from the drivenpulley 3725 and have a clip orother coupling mechanism 3765 at an end thereof that is configured to mount in a fixed manner relative to the microscope stage (not shown). In the exemplary embodiment ofFIG. 37 , thecoupling mechanism 3765 mounts to an upper portion of a main duct configured to flow cooling air to the one or more flow cells on the microscope stage. Those ordinarily skilled in the art would understand, however, that thecoupling mechanism 3765 may mount to various other portions of the flow cell or microscope stage (or peripheral elements associated therewith) as long as thecable 3735 provides a force acting an upward direction on the microscope stage. - The driven
pulley 3725 may be coupled to thespline shaft 3750 via aspline bearing 3755. In this manner, the drivenpulley 3725 may be configured to rotate with theshaft 3750, but also may slide along a length of thespline shaft 3750. Permitting the drivenpulley 3725 to slide along the length of thespline shaft 3750 allows thecable 3735 to track the sideways motion of the microscope stage since the stage translates in all three dimensions (e.g., side-to-side and up and down). - By using the
system 3700, tension in thecable 3715 can be transmitted ultimately to thecable 3735 via thepulleys drive pulley 3720 and drivenpulley 3725 can be selected as desired to fine tune the amount of counterbalancing force that is needed to prevent the microscope stage from coasting downward. - Although various exemplary embodiments shown and described herein describe the use of a substrate that supports a microarray of nucleic acid templates as the sample holder introduced into the flow cell reaction chambers, it is considered within the scope of the present teachings that the flow cell reaction chambers set forth herein are configured to hold one or more biological samples for analysis that may be provided in a variety of differing types of sample holders, which may be supported by sample blocks of the flow cells. By way of example, the flow cells may be configured to receive sample holders including, for example, recesses and/or wells in a microtiter plate, capillaries, tubes/microtubes, microfluidic devices/chambers, throughhole plates, sample trays, and other types of sample holders. Sample holders may also comprise various materials having locations for holding or retaining samples such as on a microcard or sample substrate including for example glass, plastic, polymer, metal, or combinations thereof. A substrate may be configured in numerous manners, for example, as a generally planar substrate, such as a microscope slide or planar array, configured to hold an array of templates or other samples, and/or other conventional sample holders used for biological analysis processes in the form of microtiter plates, capillaries, and/or other sample holders configured to be filled with one or more biological samples and which may be supported by the sample blocks in the flow cells. Further, it also is envisioned that one or more biological samples may be introduced directly into the reaction chamber of the flow cell without being held by a substrate, microtiter plate, capillary and/or other sample holder. In one exemplary embodiment of an arrangement wherein the sample is introduced into the reaction chamber without a sample holder, the sample block may also be removed and the reaction chamber itself formed by the flow cell structure being heated and cooled.
- Throughout the specification, reference is made to biological sample and/or biological samples. It should be understood that the biological analysis instruments in accordance with the present teachings are configured to perform processes on multiple amounts of sample simultaneously. Further, differing types of sample may be processed simultaneously. Thus, when reference is made to a biological sample being provided in a reaction chamber, it should be understood that the term may refer to either a single type of sample in a single amount, multiple amounts of a single type of sample, and/or multiple amounts of differing types of sample. The term also may be used to refer to a bulk amount of substance placed in the reaction chamber. Further, in its broadest sense, the term sample can include the various reagents, etc. that are introduced to the chamber to perform an analysis or other process therein.
- In various exemplary embodiments described herein, the flow cells may be configured to flow reagents into the reaction chambers to react with microarrays of template nucleic acid in order to perform sequencing of the template nucleic acid residing on the substrate. Examples of various substrates holding nucleic acid templates and methods of making such substrates can be found in WO 2006/084132, which published Aug. 10, 2006, entitled “REAGENTS, METHODS, AND LIBRARIES FOR BEAD-BASED SEQUENCING,” and is incorporated herein by reference in its entirety.
- The term “nucleic acid” can be used interchangeably with “polynucleotide” or “oligonucleotide” and can include single-stranded or double-stranded polymers of nucleotide monomers, including 2′-deoxyribonucleotides (DNA) and ribonucleotides (RNA) linked by internucleotide phosphodiester bond linkages, or internucleotide analogs, and associated counter ions, for example, H+, NH4+, trialkylammonium, Mg2+, Na+ and the like. A polynucleotide may be composed entirely of deoxyribonucleotides, entirely of ribonucleotides, or chimeric mixtures thereof. Polynucleotides may be comprised of nucleobase and sugar analogs. Polynucleotides typically range in size from a few monomeric units, for example, 5-40 when they are frequently referred to in the art as oligonucleotides, to several thousands of monomeric nucleotide units. Unless denoted otherwise, whenever a polynucleotide sequence is represented, it will be understood that the nucleosides are in 5′ to 3′ order from left to right and that “A” denotes deoxyadenosine, “C” denotes deoxycytidine, “G” denotes deoxyguanosine, and “T” denotes thymidine, unless otherwise noted. A labeled polynucleotide can comprise modification at the 5′terminus, 3′terminus, a nucleobase, an internucleotide linkage, a sugar, amino, sulfide, hydroxyl, or carboxyl. See, for example, U.S. Pat. No. 6,316,610 B2, which issued Nov. 13, 2001 and is entitled “LABELLED OLIGONUCLEOTIDES SYNTHESIZED ON SOLID SUPPORTS,” which is incorporated herein by reference. Similarly, other modifications can be made at the indicated sites as deemed appropriate.
- The term “reagent” should be understood to mean any reaction component that in any way affects how a desired reaction can proceed or be analyzed. The reagent can comprise a reactive or non-reactive component. It is not necessary for the reagent to participate in the reaction. The reagent can be a recoverable component comprising for example, a solvent and/or a catalyst. The reagent can comprise a promoter, accelerant, or retardant that is not necessary for a reaction but affects the reaction, for example, affects the rate of the reaction. A reagent can comprise, for example, one member of a binding pair, a buffer, or a DNA that hybridizes to another DNA. The term “reagent” is used synonymous with the term “reaction component.”
- Although in various exemplary embodiments, the flow cells described herein were described with reference to performing sequencing by synthesis on microarrayed substrates, those having ordinary skill in the art would recognize that the flow cells in accordance with various embodiments of the present teachings may be configured to perform various biological analyses and reaction processes therein, including, but not limited to, for example, nucleic acid analysis methods, such as, for example, sequencing and/or hybridization assays, protein analysis methods, binding assays, screening assays, and/or synthesis, for example, to generate combinatorial libraries, and/or other biological processes and analysis methods. It should also be understood, that any number of flow cells may be provided, with the dual embodiments shown and described herein being exemplary and nonlimiting.
- For the purposes of this specification and appended claims, unless otherwise indicated, all numbers expressing quantities, percentages or proportions, and other numerical values used in the specification and claims, are to be understood as being modified in all instances by the term “about.” Accordingly, unless indicated to the contrary, the numerical parameters set forth in the following specification and attached claims are approximations that may vary depending upon the desired properties sought to be obtained by the present invention. At the very least, and not as an attempt to limit the application of the doctrine of equivalents to the scope of the claims, each numerical parameter should at least be construed in light of the number of reported significant digits and by applying ordinary rounding techniques.
- Notwithstanding that the numerical ranges and parameters setting forth the broad scope of the invention are approximations, the numerical values set forth in the specific examples are reported as precisely as possible. Any numerical value, however, inherently contains certain errors necessarily resulting from the standard deviation found in their respective testing measurements. Moreover, all ranges disclosed herein are to be understood to encompass any and all subranges subsumed therein. For example, a range of “less than 10” includes any and all subranges between (and including) the minimum value of zero and the maximum value of 10, that is, any and all subranges having a minimum value of equal to or greater than zero and a maximum value of equal to or less than 10, e.g., 1 to 5.
- It is noted that, as used in this specification and the appended claims, the singular forms “a,” “an,” and “the,” and any singular use of any word, include plural referents unless expressly and unequivocally limited to one referent. Thus, for example, reference to “a biological sample” includes two or more different biological samples. As used herein, the term “include” and its grammatical variants are intended to be non-limiting, such that recitation of items in a list is not to the exclusion of other like items that can be substituted or added to the listed items.
- Other embodiments of the invention will be apparent to those skilled in the art from consideration of the specification and practice of the invention disclosed herein. It is intended that the specification and examples be considered as exemplary only, with a true scope and spirit of the invention being indicated by the following claims.
Claims (19)
1. A device for performing biological sample reactions, the device comprising:
a plurality of flow cells configured to be removably mounted relative to a microscope translation stage;
wherein each of the plurality of flow cells is configured to receive a sample holder containing at least one biological sample,
wherein each of the plurality of flow cells is further configured to receive fluid when mounted relative to the microscope translation stage to enable a biochemical reaction of the at least one biological sample.
2. The device of claim 1 , further comprising a frame mounted to the microscope translation stage, wherein the plurality of flow cells are configured to be removably mounted to the frame.
3. The device of claim 1 , further comprising a thermal system configured to control a temperature of the at least one biological sample received by the plurality of flow cells.
4. The device of claim 1 , wherein the thermal system comprises at least one forced air cooling component.
5. The device of claim 1 , wherein the thermal system comprises at least one thermoelectric component.
6. The device of claim 1 , wherein each of the plurality of flow cells is configured to be mounted relative to a benchtop fixture to receive the sample holder.
7. The device of claim 1 , wherein each of the plurality of flow cell is configured to receive a substrate comprising an array of microparticles comprising nucleic acids.
8. The device of claim 1 , wherein the device is configured to perform nucleic acid sequencing.
9. The device of claim 1 , wherein each of the sample holders received by the plurality of flow cells is configured to be imaged when the plurality of flow cells are mounted relative to the microscope translation stage.
10. The device of claim 1 , wherein the plurality of flow cells are configured to permit a biochemical reaction of sample to occur in at least one of the plurality of plurality of flow cells with a substrate comprising an array of microparticles comprising nucleic acid templates.
11. A method for performing biological analysis, the method comprising: respectively providing a plurality of flow cells with a sample holder containing at least one sample for biological analysis;
mounting each of the plurality of flow cells relative to a microscope translation stage; and
performing a biochemical reaction in each of the plurality of flow cells while the plurality of flow cells are mounted relative to the microscope translation stage,
wherein the respectively providing the plurality of flow cells with a sample holder occurs prior to the mounting of the plurality of flow cells relative to the microscope translation stage.
12. The method of claim 11 , wherein the respectively providing the plurality of flow cells with a sample holder occurs while the plurality of flow cells are mounted relative to a benchtop fixture.
13. The method of claim 11 , wherein the respectively providing the plurality of flow cells with a sample holder comprises respectively providing each of the flow cells while analysis of a reacted sample occurs in at least one other of the plurality of flow cells.
14. The method of claim 11 , further comprising imaging the sample holder received by the plurality of flow cells.
15. The method of claim 11 , wherein the performing the biochemical reaction comprises sequencing nucleic acids.
16. The method of claim 11 , further comprising performing a biochemical reaction in at least one of the plurality of flow cells while analyzing a reaction of the sample that has occurred in at least one other of the plurality of flow cells while the plurality of flow cells are mounted relative to the microscope translation stage.
17. The method of claim 11 , further comprising controlling a temperature of the at least one sample.
18. The method of claim 17 , wherein controlling the temperature comprises forcing air proximate the plurality of flow cells.
19. The method of claim 17 , wherein controlling the temperature comprises controlling the temperature via a thermoelectric component.
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Also Published As
Publication number | Publication date |
---|---|
US20090139311A1 (en) | 2009-06-04 |
US20160130651A1 (en) | 2016-05-12 |
US10184149B2 (en) | 2019-01-22 |
JP2010539987A (en) | 2010-12-24 |
US20190390270A1 (en) | 2019-12-26 |
US11371093B2 (en) | 2022-06-28 |
EP2219777A1 (en) | 2010-08-25 |
WO2009046348A1 (en) | 2009-04-09 |
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