Phagocytic cells play a major role in the innate immune system by removing and eliminating invading microorganisms in their phagosomes. Phagosome maturation is the complex and tightly regulated process during which a nascent phagosome undergoes drastic transformation through well-orchestrated interactions with various cellular organelles and compartments in the cytoplasm. This process, which is essential for the physiological function of phagocytic cells by endowing phagosomes with their lytic and bactericidal properties, culminates in fusion of phagosomes with lysosomes and biogenesis of phagolysosomes which is considered to be the last and critical stage of maturation for phagosomes. In this report, we describe a live cell imaging based method for qualitative and quantitative analysis of the dynamic process of lysosome to phagosome content delivery, which is a hallmark of phagolysosome biogenesis. This approach uses IgG-coated microbeads as a model for phagocytosis and fluorophore-conjugated dextran molecules as a luminal lysosomal cargo probe, in order to follow the dynamic delivery of lysosmal content to the phagosomes in real time in live macrophages using time-lapse imaging and confocal laser scanning microscopy. Here we describe in detail the background, the preparation steps and the step-by-step experimental setup to enable easy and precise deployment of this method in other labs. Our described method is simple, robust, and most importantly, can be easily adapted to study phagosomal interactions and maturation in different systems and under various experimental settings such as use of various phagocytic cells types, loss-of-function experiments, different probes, and phagocytic particles.
Professional phagocytes, including macrophages, play a critical in the immune system. In addition to being the first line of defense in the innate immune system, they also play a critical role in activation of the adaptive immunity through their signaling and antigen presenting role1-3. While the function of professional phagocytes is multifaceted, phagosome maturation is the critical backbone of the bactericidal and antigen processing function of the professional phagocytes4,5. Upon the receptor mediated engulfment and uptake of a phagocytic target, such as bacteria, the nascent phagosome goes through a complex and well-orchestrated sequence of interaction and exchanges with compartments of the endocytic network and several other cellular organelles6. The nature of the compounds exchanged with these cellular entities as well as the regulation and the timing of fusion events determines the luminal phagosomal milieu and the phagosomal membrane composition and, thus7, the fate of the maturing phagosome8.
The physiological relevance of phagosome maturation is exemplified by the diverse strategies employed by various intracellular pathogens to escape from, arrest or subvert phagosome maturation9. Most of these strategies directly or indirectly prevent the final and critical stage of the phagosome maturation process: the fusion of phagosome with late endosomal/lysosomal compartments, which endows them with the bulk of the hydrolytic enzymes and anti-bacterial factors of a mature phagosome7,8,10. Analysis of this final and critical step therefore can provide us with strong indicators about the state of maturation of the phagosomes and if the natural physiological state is being positively or negatively affected under the particular experimental settings that are being utilized.
The late endosomal/lysosomal compartments are generally regarded to be the terminal compartments of the endocytic pathway, defined and distinguished from the early endocytic compartments by the presence of various, stage specific, marker molecules. For instance hydrolytic enzymes or membrane components such as Lysosomal associated membrane proteins (LAMPs) among others11. The terminal endocytic compartments -henceforth referred to simply as lysosomes- also serve as the main location for the final stages of digestion at the end of the phagocytic/endocytic pathway12. In this way, nondigestible probes can be loaded through endocytosis and macropinocytosis from the extracellular milieu and transported through the endocytic pathway to lysosomes, where it accumulates13,14 after following a defined cycle of uptake and chase. Fluorophore-conjugated probes for fluorescent microscopy such as the organic nondigestible polymer dextran are commonly used as endocyticprobes15-17.
In this method, we describe the utilization of IgG-coated microbeads as phagocytic cargo to investigate phagosome maturation by analyzing the delivery of lysosomal luminal content to phagosomes. By using a fluorophore-conjugated dextran probe as a readily detectable marker of lysosomes in live bone marrow derived macrophages (BMM) and time-lapse video imaging with a confocal laser-scanning microscope, we follow the dynamic process of cargo delivery into phagosomes with high temporal resolution. We then describe how the collected time-lapse imaging data can be evaluated using the open-source and freely available image analysis software, Fiji (or ImageJ), statistically analyzed using Microsoft Excel and presented using GraphPad Prism software14,18.
Following the description of our method, analogous experiments can be designed using modified settings and factors to investigate their influence on phagosome maturation; virtually any other type of adherent primary or cell-line phagocytic cells, genetic loss of function experiments including gene knock-out and knock-down, mutants or expression of fusion proteins, phagocytic-targets, microbead coating compounds, endosomal/lysosomal probes and factors such a cytokines, chemical inhibitors, or siRNA among others are all variables that can be applied to the basic approach of this method.
We define the goal and the basic requirements of this method as follows:
Animal care and all procedures in this protocol follow the institutional and national guidelines.
Prepare the preparations that are indicated by "Π-" beforehand.
1. Preparation of BMMs
Note: prepare and culture the cells accordingly if other cell types are used.
2. Coating of Microbeads as Phagocytic Cargo
Note: A preservative such as Sodium azide at a final concentration of 0.02% (w/v) can be added to the suspension to prevent bacterial growth and contamination. In this case washing of the beads prior to its use has to be performed to avoid cytotoxic effects of the preservative. Centrifuge an aliquot of the suspension at 10,000 x g for 2 min and wash the beads by resuspending the pellet in PBS. Repeat washing 3x.
3. Preparation of the Dextran Probe Stock Solution
4. Dextran Preloading
Note: Set up the microscope and the imaging settings in advance, according to preplanned and optimized protocol based on the type of probe and cells that are used.
5. Adding IgG-coated Beads
Note: It may be necessary to fine-tune the focus while imaging is in progress, depending on the imaging system that is used, its stability and the mobility of the observed cells. However, note that this may render impossible, the proper analysis of phagosomes that strongly deviate from the plane of focus as a result of refocusing.
6. Imaging
Follow the general guidelines below for optimal imaging quality;
Note: Here, time-lapse movies were saved in the native Leica LAS AF format (.LIF) files, which were then directly imported to open in Fiji. Fiji is able to read the native file formats from most microscope manufacturers using the included Bio formats importer plug-in. Exporting the time-lapse movie file in an image series with JPG or TIFF or as a video file in an AVI container format is not necessary or recommended. In addition to preserving the best possible image quality from the original observation by avoiding lossy compression algorithms (e.g. JPEG), using the native microscope file format insures that the file's meta-data (time stamps, magnification, laser and acquisition intensities, detector settings etc.) is preserved and available to Fiji. However, if for any reason, time-lapse video files need to be exported in a different format for analysis, make sure to use uncompressed file formats such as TIFF image series and separate RGB color (red, green, blue) channels already at this step, as Fiji often cannot successfully separate the BF channel from other color channels in exported files. Also, make sure to preserve the original microscope files as a reference.
7. Analysis of the Time-lapse Movies
8. Bleaching Correction
Depending on the used probe and imaging settings, photo-bleaching may occur. Depending on its extent, this could strongly affect the outcome of the evaluation. However, this effect can be partially corrected by applying an equal but opposite rate of change to the measured values. If present, the photo-bleaching coefficient can be calculated by measuring the time-dependent signal intensity decrease in the whole frame, or specifically cropped area of the frame, during the time-span relevant to analysis of each phagosome. This process is depicted in Figures 3 and 4.
Note: each single analyzed phagosome will have a specific time-span (starting at complete uptake frame) during a recorded time-lapse movie; the photo-bleaching must be recalculated for that specific span and will be only valid for correcting the measured values from that specific phagosome.
9. Data Evaluation
Note: Here, the scientific statistics and plotting software GraphPad Prism (http://www.graphpad.com/scientific-software/prism/) was used. Prism software is able to generate and plot an average curve with the corresponding error indicators as long as all the data have the same frame rate (i.e. all were acquired with at the same intervals, such as one frame every 10 sec).
Note: Wide variations of the absolute SI values within repeats of the same experiment set will introduce very large statistical error and render the data unusable. This can be the case if the protocol, e.g. imaging settings, are not held strictly identical among different experiment repeats that are to be collated.
The correct preparation of the cells and the beads for imaging is critical. Figure 1 shows the outline of the seeding, probe-loading and initial imaging steps in this method, based on our optimized protocol for BMMs. It is essential therefore that the protocol parameters be tested and optimized depending on the type of cells and probes that are to be used.
After addition of the IgG-coated beads to the preloaded cells, it is important that the field of view is chosen in a manner to provide the largest number of potential uptake events in the largest number of cells possible, while keeping to the predefined magnification setting of the protocol. As depicted in Figure 2, this approach can provide for a larger number of analyzable phagosomes in each time-lapse video. In addition to increasing the data points per video yield of each experiment set, this decreases the variation introduced by varying peripheral conditions and increases the robustness of the data.
It is recommended that the signal-association measurement procedure (Figure 2) be carried out by the same person and in a blind manner if possible. This could help to reduce the error by eliminating multiple personal-error sources and reduce the bias, as the ROI assigned to each phagosome is to be selected and moved manually after each frame.
While naturally the rule of "the larger the sample size, the better" also applies here, we avoid evaluating more than 5 bead-phagosome per cell in the field of view to prevent giving too much weight to a single cell as the behavior of all cells within the same culture is not necessarily homogenous19. These phagosomes should be selected randomly as far as possible. In this context, parameters such as phagosomes being fully visible in the focal plane for the whole duration of imaging and also not being affected by excessive photo bleaching are essential. Moreover, uptaking a large number of large particles by a single cell can affect the fusion dynamics for the phagosomes in that cell, so the priority should be given to the phagosomes that are uptaken earlier in the process by a relatively "empty cell". As a general rule, the averaged measurements from at least five cells from up to five independent experiments (hence, up to 25 phagosomes) should provide for good statistical significance.
The application of Time Series Analysis or a comparable method to detect a possible photo-bleaching effect (Figure 3) is very important, as some probes will suffer from strong bleaching while some are very photo-stable. The photo-bleaching correction step (Figure 4) should only be applied if a strong bleaching effect is observed in all experiments with the same probe. It has to be noted that this process can only partially correct the effect of bleaching. Importantly, excessive bleaching in only a few cases can be a sign of nonoptimal conditions, such as wrong excitation or imaging settings, wrong medium pH, unhealthy cells, or nonfresh reagents.
In Figure 5C, the bead-phagosome indicated with an arrow in the Figure 5A and in Figure 5B, is analyzed and the Dex70kD signal intensity (SI) association to maturing phagosome during a span of 90 min is plotted. The source of noise in the curve is the frame to frame variations of the measured signal due to factors such as obstruction of the analyzed phagosome by other phagosome and focal plane fluctuations. However, the temporal trend of signal association to the phagosome is readily clear. After averaging the analysis from 10 phagosomes from the two cells visible in Figure 5A, an average curve can be plotted (Figure 5D) for which the statistical error can be plotted as the standard error of mean (SEM) or the standard deviation (SD) depending on the sample size and experimental conditions. While the absolute SI values of the averaged curve is usually different from that of any single analyzed phagosome, the temporal trend is normally very similar. After analysis, it can be concluded that the delivery of Dex70kD as lysosomal luminal cargo to bead-phagosomes in wild type BMMs reached a plateau within the 35-40 min after phagocytosis.
This method can therefore be employed to investigate the qualitative or quantitative effect of various factors on phagosome maturation process.
Figure 1. Preparation of cells for imaging. Preprepared BMMs are seeded in a glass bottom dish at least 12 hr before addition of dextran, solution of dextran in medium is added at 20 μg/ml concentration and incubated for 2-8 hr (loading), cells are washed, fresh medium is added and cell are incubated for at least 4 hr (chase), cells are washed again and bead suspension is added just prior to the start of imaging. Click here to view larger image.
Figure 2. Step by step instruction for image analysis. After loading the time-lapse video or image sequence in different channels in Fiji, the evaluation follows in these steps (Note that the figure depicts an image collage and not all the windows shown here will remain open simultaneously). (a) Under "Analyze" menu, pixel to distance scaling is reset in case the meta-data of the images are not available to Fiji, different magnifications has been previously used in Fiji or the time-lapse recordings are at different magnifications, by going to (b) "Set Scale", (c) ticking the "Global" box which applies the reset to all subsequently loaded image series and clicking on "Click to Remove Scale". (d) Make sure that both the bright field (BF) channel image series (where bead-phagosomes are clearly visible) and the channel containing probe signal are loaded and have the exact same frame-counts and pixel dimensions, e.g. two series of each 400 frames with 450 x 450 pixel dimensions. (e) Under "Analyze" menu, parameters of evaluation can be set under "Set Measurements", where "Area", "Integrated density" and "Display label" parameters have to be selected. (f) In the same window, while having both relevant channels image-series open, under "Redirect to" field, choose the name of the probe-signal channel image series (Texas Red channel here). (g) This ensures the measurement of the red-channel intensity in the same Region of Interest (ROI) that is indicated by the dotted line and the white arrow in red-channel. The Circular ROI is selected in the BF channel using the "Oval" selection tool. (h) Start the measurement under "Analyze", "Measure" or using the shortcut command, and repeat for every frame of the whole series for the desired duration of experiment (e.g. 90 min). In each frame, move and readjust the ROI location to the bead-phagosome of the interest and note that going to next frame in the BF series and giving the "Measure" command automatically measures the ROI in the corresponding frame of the red-channel. (i) Measurement results will appear as a list in the "Results" window. Under the "Label" column, the exact frame for each line is clearly identified; use this to check for repeated measurement of a single frame or skipped frames in long image series. (j) The "IntDen" short for integrated density is the critical output parameter; copy at least the label and the "IntDen" values to a MS Excel sheet to continue with the evaluation. The unit of IntDen value is undefined and indicated as arbitrary units (a.u.), this does not create any problems as long as the protocols are strictly followed. Scale bar is 10 μm. Click here to view larger image.
Figure 3. Analysis of photo-bleaching. (a) Open image series in the channel of interest and make sure the scale has been removed if needed, (b) Under "Plugins" menu click(c) "Time Series Analyzer". (d) Using the rectangular selection tool, draw a rectangular ROI covering almost the whole frame, or at least the entire cell of interest for the entire duration of the movie, (e) add the selected ROI, (f) click "Get Average" and (g) Results will be displayed in the "Time Traces" table and "Time Traces Average" plot. Note however, that only an "average" (Mean intensity) value is plotted against the frame number and not the "IntDen" value. (h) Under "Analyze" menu, run "Measure" without changing any other parameters, to measure the "IntDen" for the exact same ROI at the same frame. This will provide the equivalent of the Mean intensity in "IntDen", use this value to calculate the conversion factor (equal to the "Area") and plot the "IntDen" of the whole-frame ROI against time in seconds in MS Excel. (j) Click "List", copy the list of values to an Excel sheet and convert all "Mean" values to "IntDen" values. Click here to view larger image.
Figure 4. Correction of photo-bleaching. Depending on the used probe and imaging settings, photo-bleaching may occur. This could strongly affect the outcome of the evaluation. A) Raw IntDen values (in a.u.) of the probe from the whole frame are plotted against time in seconds in MS Excel. Add a linear trend-line; a clearly negative slope indicates the presence of photo-bleaching effect. B) As an example, applying the reversed slop on the raw IntDen using the correction formula yields the corrected IntDen. C) Corrected IntDen values are partially compensated for the effect of photo-bleaching. Click here to view larger image.
Figure 5. Presentation of representative cells, kinetics and averaging of the corrected signal. A) BMMs loaded with dextran probe at min 0 upon uptake of the IgG-coated bead indicated by the arrow. Scale bar is 10 μm. Corresponds to Movie 1. B) 2.5X zoomed insert from a time-lapse movie, depicting the indicated phagosome over a span of 85 min after uptake, false-colored for better visibility with "thal" Look-up-table (LUT) in ImageJ. The measured phagosome ROI is indicated with the white dashed line. The instances of dextran delivery and accumulation in the phagosome are indicated with white arrows. C) Corrected fluorescence signal of Texas Red 70kDa dextran delivered from lysosomes to the indicated phagosome. D) Averaged fluorescence IntDen values from 10 phagosomes within the two indicated cells ± SEM. Click here to view larger image.
In the following section we will discuss critical steps of the presented method and its limitations. Further, we will connect some of the common problems with their solutions, introduce possible modifications and consider advantages of our method as well as suitable complementary methods for this approach.
The preparation of the beads, including the coupling of IgG to the bead surface, is crucial and the use of unfresh preparations should be avoided. In additions to that, it is also critical that the dextran is prepared from the frozen stock (diluted and sterilized) freshly before every experiment. It is important that the loading of the dextran follows a precise schedule to achieve consistency in cellular uptake and compartment distribution and accumulation. In addition, it is important to use not only the same microscopy setup and software settings, but also to keep the peripheral conditions as constant as possible (e.g. temperature, CO2, humidity, bead-addition technique, etc.). Another critical point is the selection of a field of view or the cell of interest, the sample should be scouted before start of imaging in order to choose cells that are representative.
One of the major limitations of the method is the number of experiments necessary to yield significant samples sizes. The described method is relatively time and work intensive, since the number of observable phagosomes in one field of view, depending on the chosen resolution, is limited. Pooling the results of a very low number of randomly chosen phagosomes entails the risk that a few extreme outliers can have a prominent effect on averaged values. Larger sample sizes on the other hand will enable masking of phagosome-to-phagosome or cell-to-cell variations.
The common problems that may occur include contaminations, lack of phagocytosis and excessive bleaching and photo toxicity effect due to the laser light.
Sterility, proper storage and preparation of the dextran are critical to avoid contaminations. In our experience, the purchased dextran should not be considered as a sterile solution. The risk of sample contamination can be significantly reduced by extensive centrifugation of the stock and sterile filtration of dilute dextran solution. On the other hand, regular preparation of fresh bead suspension, which contains proteins and is susceptible to contaminations, can also reduce the risk of contaminations.
Lack of or low levels of phagocytosis could be due to suboptimal IgG-coating of the beads. Therefore, it is important to prepare the components for the IgG coupling of the bead (IgG solution, EDAC) freshly and not to use beads which are more than 4 weeks old or not have been kept exclusively at 4 °C. Since the beads are briefly sonicated before utilization, it is recommended to prepare working aliquots to avoid repeated sonication of the stock suspension. Another reason for lower than expected phagocytic performance could be unhealthy, suboptimally cultured or old cells; strict adherence to recommended culture conditions for the used cell type is therefore essential. For instance, excessive trypsinization during harvest could damage the phagocytic surface receptors and impair phagocytic capacity.
Excessive photo-bleaching may be a major problem with some fluorophores. Adjusting microscope settings, i.e. the intensity of the excitation light and duration of sample exposure, according to the bleaching susceptibility of the fluorophore helps to control the bleaching. With regard to the time interval between acquisitions of successive frames, a balance between the frame-rate, which at a higher frequency provides for higher temporal resolution and better revelation of important interaction dynamics, and the bleaching of the probe has to be stricken. The optimal balance primarily depends on the questions that are to be addressed in the given experiment. Adjusting the scanning resolution, scanning frequency and line or frame averaging represent settings that can be changed to further optimize the duration of sample exposure to the excitation light. Availability of some of these options is however determined by the type of microscope system that is being used.
The same general guidelines should be followed to minimize the photo-toxic effect of laser excitation light on the cells. This effect can be manifested as death of the cells exposed to the laser light during the imaging or a marked increase in unnatural morphologies20.
Here we have presented a basic and general method, which allows for modifications and adaptation to different experimental settings. As mentioned, this method can be employed for loss-of-function studies such as in knockout models, gene knockdown or mutant protein expression. It also allows for different opsonization strategies to target specific phagocytic receptors, the use of different endosomal/lysosomal probes as well as the study of chemical inhibitors or cytokines.
Over expression studies with various fluorescent fusion proteins and their mutants can be used to investigate effects on delivery of an appropriate probe to the phagosomes. Furthermore kinetics and dynamics of interaction of the protein itself with phagosomes can be analyzed. There are several probes available that can be utilized for these purposes. A prominent example of common class of probes include the LysoTracker group of acidotropic dyes, which are widely used to track protonation lumen of endosomal compartments as well as the phagosomal lumen. The coating of the beads offers another multitude of possibilities. Ligands, including nucleic acids such as specific CpG sites of bacterial DNA21, bacterial surface components such as LPS, proteins such as avidin, serum proteins including complement factors (e.g. C1q or iC3b) all can be cross linked to beads22-24. This allows the study of the role of these ligands in phagocytosis and phagosome maturation. Using signaling molecules and immune mediators (for instance cytokines) open another range of possibilities.
Finally, this method can also be expanded and adapted to conduct direct studies with microorganisms, for instance by comparing the uptake of live vs. killed or pathogenic vs. nonpathogenic bacteria, although the irregular shape of bacteria poses new challenges during image analysis.
Future applications of this method are as manifold as the modifications that can be applied. As a next step, ratio-metric analysis methods can be adapted. Combination of pH sensitive and pH-insensitive florescent dyes for bead-coating, or making use of single probes to measure phagosomal pH (e.g. pHrodo, FluoProbes) as well as compounds that make it possible to experimentally follow the kinetics of protein and lipid degradation inside the phagosome (e.g. OVA, HRP, bovine serum albumin and triglyceride lipase substrates) are available25-31. These together make possible the establishment of a vast number of investigative approaches based on the basic method of live cell imaging of phagosomes presented here.
The described method can achieve far higher temporal resolutions compared to approaches that are based on phagosome isolation32. ELISA or Western Blot analyses of phagosomes can represent very high numbers of events at particular time points, but the data represent a far more heterogeneous and potentially unsynchronized population of events. Flow cytometry based approaches theoretically allow the analysis down to the individual cell level and in that way may be less prone to heterogeneity of cell populations but the similar problem of uncertain synchronicity and the need for very high event counts for reliable evaluation still persist. Nonetheless, the high throughput, sensitivity and reproducibility of flow cytometry approaches33,34 make them an optimal complement to the live cell imaging approach.
Taken together, the advantage of our method lies in accuracy and high temporal resolution with which single phagosomes can be followed in their maturation process in living cells. Compared to all other approaches which restrict observations to fewer time points, in nonviable and pretreated cells, it is possible here to follow cellular events dynamically and continuously over long periods of time under readily modifiable physiological conditions. One could define events relative to the uptake of the phagocytic cargo, which allows discrimination of the stages of phagocytosis more precisely. In that way, synchronization enables to not only visualize similar behavior of phagosomes; it also allows identifying individual differences due to e.g. cell-to-cell variations. Most importantly, dynamics of interactions which may hold the key to understanding complex interactions can be effectively illuminated in high temporal resolution using our live-cell imaging approach.
The authors have nothing to disclose.
We thank members of the Phagosome Biology Laboratory for critical reading of the manuscript. This work is supported by a Helmholtz Young Investigator grant (Initiative and Networking funds of the Helmholtz Association) and a Priority Program SPP1580 Grant of the German Research Council (Deutsche Forschungsgemeinschaft, DFG).
Dulbecco's Modified Eagles Medium (D-MEM) | PAA, Austria | E15-009 | |
Dulbecco's Modified Eagles Medium without phenol red (D-MEM) | PAA, Austria | E15-047 | |
Fetal Bovine Serum (FBS) | PAA, Austria | A15-151 | |
L-Glutamine | PAA, Austria | M11-004 | |
PBS | PAA, Austria | H15-002 | |
Penicillin/Streptomycin | PAA, Austria | P11-010 | |
WillCo-dish® Glass bottom dish (35 mm ∅, #1.5) | WillCo Wells, Netherlands | GWSt-3522 | |
CELLviewTM glass bottom dish, 35 mm | Greiner Bio one, Germany | 627871 | Alternative: Available as segmented |
Carboxylated latex microspheres | Polysciences, USA | #09850 | Available in different diameters, we used 3 μm |
Polystyrene microparticles | Kisker Biotech, Germany | PPs-3.0COOH | |
Triton-X 100 | ROTH, Germany | 305.1.3 | |
mouse whole IgG | Rockland, USA | 010-0102 | |
EDAC crosslinker | Sigma-Aldrich, USA | E6383-1g | |
10 mM Tris | Sigma-Aldrich,USA | T1503 | |
1-ml syringe Omnifix -F | B.Braun, Germany | 9161406V | |
26 G needle (0.45*25 mm) | B.Baun, Germany | 4657683 | |
RPMI 1640 | PAA, Austria | E15-039 | |
Horse Serum | Gibco, USA | 16050-122 | |
MES hydrate | Sigma-Aldrich, USA | M2933 | |
0.2 μM syringe mounted filter | Sartorius, Germany | 83.1826.001 |