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. Author manuscript; available in PMC: 2019 Jan 3.
Published in final edited form as: Biochemistry. 2018 Jul 30;57(31):4753–4763. doi: 10.1021/acs.biochem.8b00370

General Expressions for Carr—Purcell—Meiboom—Gill Relaxation Dispersion for N-Site Chemical Exchange

Hans Koss , Mark Rance , Arthur G Palmer III †,*
PMCID: PMC6315113  NIHMSID: NIHMS996057  PMID: 30040382

Abstract

The Carr—Purcell—Meiboom—Gill (CPMG) nuclear magnetic resonance experiment is widely used to characterize chemical exchange phenomena in biological macromolecules. Theoretical expressions for the nuclear spin relaxation rate constant for two-site chemical exchange during CPMG pulse trains valid for all time scales are well-known as are descriptions of N-site exchange in the fast limit. We have obtained theoretical expressions for N-site exchange outside of the fast limit by using approximations to an average Liouvillian describing the decay of magnetization during a CPMG pulse train. We obtain general expressions for CPMG experiments for any N-site scheme and all experimentally accessible time scales. For sufficiently slow chemical exchange, we obtain closed-form expressions for the relaxation rate constant and a general characteristic polynomial for arbitrary kinetic schemes. Furthermore, we highlight features that qualitatively characterize CPMG curves obtained for various N-site kinetic topologies, quantitatively characterize CPMG curves obtained from systems in various N-site exchange situations, and test distinguishability of kinetic models.

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NMR spectroscopy provides tools to study chemical exchange and kinetic processes in proteins and nucleic acids in a site-specific manner.13 Relaxation dispersion experiments, including R and Carr—Purcell—Meiboom—Gill (CPMG) methods, target chemical exchange processes in the microsecond-to-millisecond time range. R and CPMG experiments measure nuclear spin relaxation rate constants, while quenching the effects of exchange processes of interest to varying degrees. The resulting relaxation rate dispersion curves are analyzed to extract kinetic information and probe chemical and conformational states with populations as low as ~0.5%. R and the related CEST/DEST experiments utilize spin—lock irradiation with variable effective field strengths, while CPMG experiments apply trains of refocusing pulses with variable repetition frequencies. CPMG experiments have been applied to, for example, interactions in a fuzzy complex between an intrinsically disordered MKK4 domain and MAPK p38alpha,4 formation of E-Cadherin dimerization intermediate,5 dynamic ligand-induced allostery in imidazol glycerol phosphate synthase,6 transient formation of dG-dT Watson—Crick like base pairs in RNA,7 superoxide dismutase dimerization,8 and helix—coil transitions in allosteric processes.9(For reviews, see refs 13, 9, and 10.)

Although the theoretical bases of R and CPMG experiments are closely related,2 closed-form expressions for CPMG relaxation rates are more difficult to obtain because evolution of magnetization is more complex in the presence of a refocusing pulse train than during spin locking. For two-site exchange, general expressions have been obtained by Carver et al.,11 Jen,12 and Baldwin;13 compact results have been obtained for fast exchange14 and for very slow exchange.15 Expressions for N-site (N > 2) fast-limit exchange have been obtained from an eigenanalysis16 and applied in a linear three-site case.17 However, most analyses of linear three-site exchange in CPMG experiments have relied on numerical integration of the Bloch—McConnell equations.1820

Analytical approximations for N-site chemical exchange relaxation dispersion in CPMG experiments enable both more efficient data analysis and extension to additional chemical exchange topologies. For example, a triangular kinetic scheme has been discovered for E-Cadherin, which can proceed to the dimer form either directly or via an intermediate that has been termed X-dimer.5 Another potentially large group of N-site, particularly four-site, processes arise through coupled equilibria for allosteric processes.21 A theoretical study pointed out the difficulties arising when trying to fit synthetic data to an (exact) four-state model.21 Experimental strategies to enhance the data basis for N-site data fitting have also been described.27

We recently have obtained general approximations for N-site chemical exchange in R experiments.22 In the present paper, we obtain general expressions for CPMG experiments for arbitrary N-site kinetic schemes and all experimentally accessible time scales. The most comprehensive expressions are algebraically complex but can be used in efficient curve-fitting algorithms. For sufficiently slow chemical exchange, we obtain closed-form algebraic expressions. These approximations are compact for linear two-site and three-site exchange (linear and triangular). Furthermore, we highlight features that qualitatively characterize CPMG curves obtained from systems in various N-site exchange situations.

THEORY

Definition of Rcpmg(τcp) in Terms of the Average Evolution Matrix G(τcp).

The CPMG experiment consists of m repetitions of the pulse sequence element:

τcp180°2τcp180°τcp (1)

in which τcp is a delay period and 180° is a radiofrequency pulse with a 180° rotation angle, applied to transverse magnetization. Assuming that the 180° pulses are ideal, only initial magnetization proportional to the raising operator needs to be considered in the following. Evolution of transverse magnetization during a single free-precession period t is described by

M(t)=exp{(iΩR+K)t}M(0)=exp{Lt}M(0) (2)

in which Ω is a diagonal matrix with elements Ωii = Ωi giving the resonance offset for a nuclear spin in the ith site, R is a diagonal matrix with elements Rii = R2i giving the transverse relaxation rate constant in the absence of the exchange process for a nuclear spin in the ith site, the elements of the N × N kinetic rate matrix K are Kij = kji, the (pseudo) first-order rate constant for transitions from state j to state i (ji) and

Kjj=i=1ijNkji (3)

The effect of the 180° pulses is to invert the signs of Ωi. Thus, evolution of magnetization through the CPMG sequence becomes

M(T)=M(4mτcp)=[exp{Lτcp}exp{2L*τcp}exp{Lτcp}]mM(0) (4)

in which the asterisk indicates complex conjugation.

Following Allerhand and Theile,16 a similarity trans-formation is applied to symmetrize the matrix L:

M^(t)=UM(t)L^=ULU1=Ω+R+UKU1=Ω+R+K^ (5)

in which Uij = dij pi−1/2 and pi is the population of the ith state. The definitions

L^^=L^{iΩ1R21}EM^^(t)=M^(t)eR21t (6)

are useful, although not essential. Using these results, the evolution of magnetization through the CPMG sequence becomes

M^^(T)=[exp{L^^τcp}exp{2L*^^τcp}exp{L^^τcp}]mM^^(0) (7)

For convenience in the following, the average evolution matrix is defined as

exp{G(τcp)}=exp{L^^τcp}exp{2L*^^τcp}exp{L^^τcp} (8)

Consider the rate of change of magnetization between m and m + 1:

M^^(4[m+1]τcp)M^^(4mτcp)4τcp=14τcp{exp{G(τcp)}E}M^^(4mτcp)=14τcp{G(τcp)+12(G(τcp))2+16(G(τcp))3+}M^^(4mτcp) (9)

Similarly, the rate of change of magnetization between m − 1 and m is

M^^(4mτcp)M^^(4[m1]τcp)4τcp=14τcp{Eexp{G(τcp)}}M^^(4mτcp)=14τcp{G(τcp)12(G(τcp))2+16(G(τcp))3+}M^^(4mτcp) (10)

Averaging these two expressions gives the difference equation:

M^^(4[m+1]τcp)M^^(4[m1]τcp)8τcp=14τcp{G(τcp)+16(G(τcp))3+}M^^(4mτcp)=14τcp{G(τcp)}{E+16(G(τcp))2+}M^^(4mτcp) (11)

The above ansatz defines a “coarse-grained” differential equation:

dM^^(T)dT=(14τcpG(τcp))M^^(T)=ΓM^^(T) (12)

in which T = 4cp. The second bracketed term on the last line of eq 11 is assumed to be minimally di erent from the identity matrix; this assumption is tantamount to assuming that the fractional change in magnetization during a single CPMG block is small. By inspection, the chemical exchange rate matrix is Γ = —G(τcp)/(4τcp). Although not used herein, the pulsing rate νcpmg = 1/(4τcp) can be defined.

Definition of Rcpmg by a Two-Propagator Average Evolution Matrix and by H(τcp).

Eq 8 can be rewritten as

exp{G(τcp)}=exp{L^^τcp}exp{2L*^^τcp}exp{L^^τcp}=exp{L^^τcp}exp{2L*^^τcp}exp{2L^^τcp}exp{L^^τcp}=exp{eL^^τcpH(τcp)eL^^τcp} (13)

with the central two propagators defining an alternative average Liouvillian matrix H(τcp) with

exp{H(τcp)}=exp{2L*^^τcp}exp{2L^^τcp} (14)

so that

Γ=14τcpeL^^τcpH(τcp)eL^^τcp (15)

The CPMG relaxation rate constant Rcpmg(τcp) can be obtained from the largest (least negative) eigenvalue of Γ, or equivalently of the average Liouvillian H(τcp)/(4τcp), because the eigenvalues are unaffected by the transformation from H(τcp) to Γ:

Rcpmg(τcp)=max(eigenvalues(H(τcp)/4τcp))+R21 (16)

and the term R21 arises from eq 6. Computation of the exponential terms in H(τcp) is more efficient than the corresponding G(τcp), which is why this equation is preferable. In addition, for slow exchange, convenient approximations can be obtained from H(τcp) (vide infra, eqs 2127). For completeness, relaxation of the average magnetization during a CPMG experiment, as defined by Allerhand and Thiele16 for fast exchange, is recapitulated in Supporting Information, section S2.

Approximation of the Evolution Matrix H(τcp).

In order to find approximations for Rcpmg(τcp), the evolution matrix H(τcp) must be defined. The right-hand side of eq 14 is a Hermitian positive-definite matrix and consequently has positive eigenvalues. This equation also has a maximum value of unity when τcp = 0 and approaches 0 as τcp approaches infinity. As a result

H(τcp)=log[exp{2L*^^τcp}exp{2L^^τcp}]=log[Z(τcp)]=log[E(EZ(τcp))]=k=11k(EZ(τcp))k (17)

in which Z(τcp)=exp{2L*^^τcp}exp{2L^^τcp} has been introduced for compactness. The infinite series on the last line of eq 17 converges slowly and is practical in the present circumstance only if EZ(τcp) is sufficiently small that the series can be truncated after the first term to give H(τcp) ≈ Z(τcp) — E.

Highly accurate Padé approximations are known for the matrix logarithm, allowing the series of eq 17 to be represented to arbitrary accuracy.23 The following Padé approximations have increasing accuracies and are sufficient for the present applications:

H10(τcp)E+Z(τcp)=(Eexp{2L*^^τcp}exp{2L^^τcp})H11(τcp)2{E+Z(τcp)}{E+Z(τcp)}1H22(τcp)3{E+Z2(τcp)}{E+4Z(τcp)+Z2(τcp)}1H33(τcp)13{11E27Z(τcp)+27Z2(τcp)+11Z3(τcp)}{E+9Z(τcp)+9Z2(τcp)+3Z3(τcp)}1 (18)

in which the subscripts in the expressions Hjk(τcp) give the highest order power in the numerator and denominator polynomials in Z(τcp). H10(τcp) is identical to the lowest order term in the expansion shown in eq 17. Estimates Hjk(τcp) with j = k are generally superior to approximations with jk. Values of exp{2L^^τcp} (and its complex conjugate) needed to obtain Z(τcp) and H(τcp) are calculated by standard analytical or numerical methods for the matrix exponential,24 or with an approximation for the matrix exponential when exchange is sufficiently slow (kex < Δω/10) (vide infra).

Generalized Rcpmg(τcp) Eigenvalue Approximations.

The eigenvalues, λ, of H(τcp) are obtained as the roots of the characteristic polynomial:

f(λ)=|λEH(τcp)| (19)

in which |A| is the determinant of a matrix A. Exact eigenvalues can be calculated analytically for N ≤ 4 (and numerically for any N); however, in many cases of practical interest, simple approximations to the eigenvalue are accurate and generate simple algebraic expressions. The kth order approximation to the largest (least negative) eigenvalue can be obtained iteratively from the Newton—Raphson algorithm as

λk=λk1f(λk1)f(λk1)=λk1+1Tr{(λk1EH(τcp))1} (20)

in which λ0 = 0 and the second line is a matrix form of the equation. This algorithm converges quadratically to the eigenvalue; more rapidly converging approximations to the desired eigenvalue25 are provided in the Supporting Information, section S4.

After obtaining Z(τcp), expressions for Rcpmg are obtained in three steps: (i) a Padé approximation of H(τcp) is obtained from eq 18, (ii) the least negative eigenvalue of H(τcp) is calculated exactly or by approximation with eq 20, and (iii) the eigenvalue is substituted into eq 16. Choices of level of approximations for H(τcp) and for the eigenvalue are discussed in Results. An alternative formulation based on the Cayley—Hamilton theorem is given in the Supporting Information, section S3.

Slow Exchange.

The above general approach can be simplified to yield compact algebraic expressions when exchange is slow. The matrix exponential has a series representation:26

exp{2L^^τcp}=exp{2τcp(Ω^+V)}=k=01k!DV[k](2τcp,Ω^) (21)

in which Ω^=ΩiΩ1E,V=K^(RR21E)

DV[k](2τcp,Ω^)=ke2τcpΩ^02τcpetΩ^VDV[k1](t,Ω^)dt (22)

is the kth directional derivative and DV[0](2τcp,Ω^)=e2τcpΩ^. The directional derivative describes the infinitesimal change in exp{2L^^cp} in the direction V. When exchange is slow, the series in eq 22 can be truncated at k = 1, with the result that

exp{H^(τcp)}=exp{2L*^^τcp}exp{2L^^τcp}E+202τcpetΩ^VetΩ^dt=E+2Vo02τpψ(t)dt=E+2VoΨ(τcp) (23)

in which ° denotes the Hadamard product, for which (A°B)ij=AijBij,ψij(t)=exp[iΔωijt] and

Ψ(τcp)ij={2τcpi=ji(1exp[i2Δωijτcp])Δωijij} (24)

in which Δωij = Ωi — Ωj. Using eq 18 the simplest approximation to H(τcp) is

H10(τcp)=2VΨ(τcp) (25)

with

H10(τcp)ij/(4τcp)={kijkjisinc[Δωijτcp]exp[iΔωijτcp]i>jKiiΔR2ii=jkijkjisinc[Δωijτcp]exp[iΔωjiτcp]i<j} (26)

Assuming ΔR2i = 0, the general characteristic polynomial for eq 26 can be written as

f(λ)=u=0Nλus=0Nu(δs,0+hv,jv=10<vsh0=0,j0=0hv1<hvhvjvN(1)ϕg=1s(khgjgkjghgsinc{Δωhgjgτcp}b=1sδhg,jb))(δu+s,N+lr,mr=11<rNusl0=0,m0=0lr1<lrmrlr{h1hs}lr{j1js}Ng=1Nusklgmg) (27)

with kx0, k0x = 0, δij is the Kronecker δ, N is the number of sites, and ϕ is the number of closed kinetic structures within a given set of {kh1j1, kj1h1, kh2j2, kj2h2, ..., khnjn, kjnhn}. Details and examples on expanding this equation are provided in the Supporting Information, sections S5.1 and S5.2. Simple algebraic expressions for the largest negative eigenvalue λ can be obtained by using this characteristic polynomial (eq 27), and eqs 20 or S14, to calculate Rcpmg(τcp) from eq 16. The eigenvalue can equivalently be obtained from eqs 26 and 20 (second line) or S15–S16. Truncation of the series in eqs 21 and 22 beyond the first term or use of higher order Padé approximations from eq 18 do not give consistently more accurate expressions for Rcpmg(τcp) (see Results).

Two-State Exchange.

Expressions for Rcpmg(τcp) for two-site exchange are well-known. For such a system

L^=[k12(k12k21)1/2(k12k21)1/2iΔω21k21ΔR21] (28)

in which Δωk1 = Ωk —Ω1, ΔRk1 = R2kR21, and kex = k12 + k21. In slow exchange, the largest non-negative eigenvalue λ in eq 20 can be calculated to obtain Rcpmg(τcp), from the characteristic polynomial in eq 27. The first-order approximation λ1 yields

Rcpmg(τcp)=R21+p1p2kex2[1sinc2(Δω21τcp)]+p2kexΔR21kex+ΔR21 (29)

More accurate closed-form expressions are obtained by using higher order approximations or the exact solution for the eigenvalue with the characteristic polynomial from eqs 27 and S14 (see the Supporting Information, section S5.2).

Three-State and N-State Exchange.

For the linear three-site exchange, in which site 1 (species A) exchanges with sites 2 (species B) and 3 (species C), sites 2 and 3 do not exchange:

Bk12k21Ak31k13C

For such a system

L^^=[k12k13(k12k21)1/2(k13k31)1/2(k12k21)1/2iΔω21k21ΔR210(k13k31)1/20iΔω31k31ΔR31] (30)

For a slow exchange, we obtain the characteristic polynomial (eq 27) and the expression for λ1 in eq 20:

Rcpmg(τcp)=R21+[(B0k12k21(k31+ΔR31)sinc2(Δω21τcp)k13k31(k21+ΔR21)sinc2(Δω31τcp))/(B1+k12k21sinc2(Δω21τcp)+k13k31sinc2(Δω31τcp))] (31)

in which B0 = (k12 + k13)(k21 + ΔR21)(k31 + ΔR31) and B1 = (k21 + ΔR21)(k31 + ΔR31) + (k12 + k13) (k21 + k31 + ΔR21 + ΔR31). More accurate closed-form expressions are obtained by using higher order approximations (eqs 20, S14), or the exact solution (Supporting Information, section S5.4), for the eigenvalue with the characteristic polynomial from eq 27 (Supporting Information, section S5.1, eq S18). Matrices L^^ for other kinetic schemes are provided in the Supporting Information (Figure S1).

Sections S5.1 and S5.2 in the Supporting Information demonstrate how to expand eq 27 to obtain the characteristic polynomial for the triangular three-site exchange scheme under slow exchange conditions (eq S14). With eq 20, assuming ΔR21 = ΔR31 = 0, we obtain for the triangular scheme:

Rcpmg(τcp)=R21X1+X2Y1+Y2X1=k12k21(k31+k32)(1sinc{Δω21τcp}2)+k13k31(k23+k21)(1sinc{Δω31τcp}2)+k23k32(k12+k13)(1sinc{Δω32τcp}2)X2=2k13k31k23k32k12k21(1sinc{Δω21τcp}sinc{Δω31τcp}sinc{Δω32τp})Y1=k12k21(1sinc{Δω21τcp}2)+k13k31(1sinc{Δω31τcp}2)+k23k32(1sinc{Δω32τcp}2)Y2=k12(k23+k31+k32)+k13(k21+k23+k31)+k21(k31+k32)+k23k31 (32)

Examples of characteristic polynomials of four-site exchange schemes are provided in the Supporting Information, section S5.3.

RESULTS

Nomenclature.

In order to distinguish between the various approximations described above, we use the nomenclature ExpaLognλk to describe CPMG relaxation rate constants. In this notation, “Expa” denotes the type of approximation used for calculating the exponential term in eq 14: “Exp∞” denotes any solution that is based on the exact solution, while “Expm” refers to an mth order exponential series approximation, as described in eqs 21 and 22; Exp1 refers to the first-order truncation from eqs 24 and 25. The notation “Logn” denotes the diagonal Pade(´n,n) approximation used to calculate the logarithm of said exponential in eq 18 (Log0, as an exception, referring to Padé(1,0), or H10), and “λk” denotes the kth order approximation for the eigenvalue, as described in eq 25 (if not otherwise specified, using the Halley’s method algorithm, eq S16, for k > 1).

Accuracy of Approximations.

Numerical calculations show that the accuracy of the approximations to Rcpmg(τcp) improve for ExpLognλk as n and k are increased for all chemical exchange time scales. Closed-form expressions are obtained for Exp1Log0λk and become more accurate as k increases. These latter approximations perform well for sufficiently slow exchange phenomena, as judged by the exchange rates between the major site and any minor sites. Preferably, k1x + kx1 should be an order of magnitude smaller than |Δωi1| for 1 < iN in order to use Exp1Log0λk. The accuracy of approximations to Rcpmg(τcp) also improves as the minor site populations decrease. Generally, Exp1Log0λk approximations are more robust with regard to a faster (but still slow) exchange between minor sites than to a faster exchange between the major and minor sites. For a two-site exchange, the approximation ExpLog2λ2 is nearly indistinguishable from the Carver—Richards equation generally used to fit CPMG relaxation dispersion data.

We illustrate the accuracy of various approximations to Rcpmg(τcp) for the linear (C—A—B) three-state scheme in Figure 1. In the example presented here, exchange between major and the minor sites is (just) sufficiently slow and minor site populations are sufficiently small, so that Exp1Log0λk approximations can be used and all approximations with k > 1 give high accuracies. For ExpLognλk approximations, even though higher order Padé approximations give more accurate results for the matrix logarithm, the most important contributor to accuracy is the order k of the eigenvalue approximation.

Figure 1.

Figure 1.

Approximations for the three-site linear exchange of the B—A—C type. (Solid black) Exact solution; (dashed) Exp∞Lognλk approximations with (blue) n = 1, k = 2; (orange) n = 2, k = 2; (red) n = 2, k = 3; (dotted) Exp1Log0λk approximations, with (blue) k = 1; (cyan) k = 2 (Newton); (orange) k = 2; (red) k = 3. Parameters: k12 + k21 = 200 s−1; k13 + k31 = 300 s−1; ΔωAB = 1800 s−1; ΔωAC = −2600 s−1; pA = 0.85; pB = 0.08; pC = 0.07.

Figure 2 compares approximations to Rcpmg(τcp) for the four-site kite scheme (scheme shown in Figure 6, with sites denoted as A, B, C, and D), exemplifying a case in which exchange between the major site and minor sites B and D is in the slow—intermediate, rather than the very slow—slow, range. The ExpLognλk approximations are superior to Exp1Log0λk. This reinforces the recommendation to use Exp1Log0λk approximations only if the major site exchanges sufficiently slow with other sites, with k1x being an order of magnitude smaller than |Δωi1|. Empirically, slow exchange is indicated by the difference Rcpmg(τcp →∞) — Rcpmg(τcp → 0) becoming independent of the static magnetic field strength(B0).27

Figure 2.

Figure 2.

Rcpmg approximations for the four-site kite scheme. The exact solution (solid black) is approximated by Exp1Log0λk (dotted), ExpLog2λk (dashed), or ExpLog3λk (solid). Colors: (red) k = 3; (orange) k = 2; (blue) k = 1. Characteristically, ExpLognλk is always smaller than the exact solution and improves with a larger n. The Exp1Log0λk approximation is simple, but not accurate in this case because exchange between the major site A and any minor site B or D is not sufficiently slow. Parameters: k12 + k21 = 200 s−1, k13 + k31 = 300 s−1, k34 + k43 = 700 s−1, and k14 + k41 = 350 s−1; ΔωAB = 810 s−1; ΔωAC = −2900 s−1; ΔωAD = 1100 s−1; pA = 0.92; pB = 0.06; pC = 0.06; pD = 0.06.

Figure 6.

Figure 6.

CPMG curves can help to differentiate between various four-site schemes. Left: schematic illustration of four-site schemes. Right: exact solutions (solid), ExpLog2λ2 (dotted), and ExpLog2λ3 (dashed blue, star) for CPMG curves for a variety of four-site schemes. Colors: kite (cyan), star (blue), quadratic (red), and linear (black). Parameters: k12 + k21 = 200 s−1; k13 + k31 = 20 s−1; k14 + k41 = 70 s−1; k24 + k42 = 400 s−1; k34 + k43 = 150 s−1; ΔωAB = 1000 s−1; ΔωAC = −2900 s−1; ΔωAD = 1100 s−1; pA = 0.88; pB = 0.05; pC = 0.03; pD = 0.04.

Reliability of CPMG Rate Models Based on a Single Eigenvalue.

The solutions for Rcpmg(τcp) used in this paper are based on the least negative eigenvalue of the effective matrix, H(τcp) (eq 16). The evolution of magnetization for any of the sites in an N-site kinetic scheme consists of N components (see the Supporting Information). In practice, a single Rcpmg(τcp) normally is obtained by monoexponential fitting to experimental data. In most cases, this is possible because one of the decay components dominates (after initial rapid decay of components with small amplitudes) or because decay constants are too similar to be resolved.

When exchange between the major site A and any minor X site is in the fast limit, the observed magnetization of these sites is averaged. The resulting time decay of the average magnetization is practically identical to the decays obtained for the single-eigenvalue approximations used in this paper. More generally, the “exact” single-eigenvalue solution is not identical to the multieigenvalue solution only for a very limited range of conditions, and this limitation only applies to small values of 1/τcp: (a) when minor site populations are large and (b) when any minor site, especially one that is not connected to the major site, is “kinetically isolated”, meaning that the kinetic rate constants connecting the isolated site and the major site are much smaller than the rates connecting the major site with other sites. An example of such a situation is illustrated in Figure S1, in which the exchange between site C—D in a linear B—A—C—D scheme is much slower than exchange between A and B or A and C; the problem resolves as soon as site D is connected to the major site A via another path, for example in the kite scheme. Fitting algorithms using single-eigenvalue approximations could avoid such difficulties by setting appropriate parameter boundaries or, better, by using more robust models (three-site triangular, four-site kite, or four-site quadratic).

Distinguishing Various Exchange Models and CPMG Curve Features.

Already in the three-site case with one dominant (major) site, fundamentally different schemes have to be considered: triangular, linear B—A—C, and linear A—B—C. We have illustrated sample CPMG relaxation dispersion curves in Figure 3, together with a two-state CPMG dispersion curve for reference. In order to test whether these different kinetic schemes can be distinguished by CPMG experiments, we created synthetic data for B—A—C and triangular models, based on the parameters defined in the caption to Figure 3, and subsequently fit these synthetic data with the other kinetic models (two-site and three-site linear B—A—C for data from the triangular scheme). We varied the number of magnetic fields and the number of spins utilized in a global analysis (as would be performed in practice), while the resonance frequency offsets for each spin were randomly varied between synthetic data sets. Fitting results are reported as average root-mean-square (RMS) deviations between simulated and fitted dispersion curves calculated separately for small and large values of τcp. As found previously by others,27 the results show that data should be recorded at two static magnetic field strengths; however, more fields are not beneficial in distinguishing different kinetic schemes. The number of resonances included in the data set is important: a larger number of spins always enhances distinguishability between kinetic schemes. Figure 4 only shows RMS deviations for 20 randomized spin sets; for practical applications, it is important to be able to distinguish data for most combinations of resonance offets. Accordingly, we provide a plot with lower cutoffs (Figure S3), revealing that in many cases at least 8 spins are required to distinguish between kinetic models.

Figure 3.

Figure 3.

CPMG curves differentiate between various three-site schemes. Early sections (small 1/τcp) of the CPMG dispersion curve depend on exchange between the major and minor sites. At larger 1/ τcp, exchange between minor sites determines the shape of the curve. Top: exact solutions (solid) and ExpLog2λ2 approximations (dotted, near perfect overlap) for CPMG curves for a variety of three-site schemes. Colors: triangular (black); B—A—C linear (cyan); A—B—C linear (orange); two-site (red, for reference). Parameters: k12 + k21 = 300 s−1 (for two-site, 400 s−1); k13 + k31 = 100 s−1; k23 + k32 = 300 s−1; ΔωAB = 1300 s−1; ΔωAC = −1700 s−1; pA = 0.92; pB = 0.05 (two-site pB = 0.08); pC = 0.03.

Figure 4.

Figure 4.

Dependency of scheme distinguishability on magnetic field selection and spin number. CPMG curves for various schemes (triangular and linear B—A—C) were generated using parameters from Figure 1 (k12 + k21 = 300 s−1; k13 + k31 = 100 s−1; k23 + k32 = 300 s−1; pA = 0.92; pB = 0.05; pC = 0.03). Data were generated for m static magnetic fields (see labels in the figure) and n spins. Resonance frequencies for the n spins were randomly generated over the range ΔωAB (450—2500 s−1) and ΔωAC (±450—2500 s−1) at the lowest magnetic field and scaled linearly by the magnitude of the magnetic field. The synthetic data for m static magnetic fields and n spins were globally fit with other models (linear BAC and two-site) and the RMS deviation calculated for each resulting data set. For the RMS calculation, different parts of each of the resulting mn CPMG curves were selected (left panel, small 1/τcp; right panel, large 1/τcp). The largest RMS was selected to obtain a measure that represents the distinguishability between given schemes for a parameter set. This process was repeated 20 times to test for various ΔωABωAC sets. The averages of the 20 resulting values are shown. (For a lower cutoff of distinguishability, see Figure S3.) Maximum RMS (yellow) for the left panel, 1.51; maximum RMS (yellow) for the right panel, 0.64.

Large values of 1/τcp are useful to distinguish triangular from B—A—C or two-state models, but not to distinguish linear from two-state schemes (Figure 4, right panel). Inspection of Figure 3 suggests that at large 1/τcp the shape of the dispersion curve depends primarily on exchange between minor sites, which is why the CPMG rate constants for the linear A—B—C scheme and the triangular scheme converge toward large 1/τcp. On the other hand, the linear B—A—C (no exchange between minor sites) and the A—B schemes also give similar (lower) CPMG rates for large 1/τcp.

For small 1/τcp, the linear B—A—C and the triangular scheme have very similar CPMG relaxation rates (Figure 3). The only difference between these two schemes is the presence of exchange between the minor sites in the triangular scheme. This observation suggests that minor site exchange does not influence the CPMG relaxation rates at very small 1/τcp. Rather, the CPMG relaxation rates at small 1/τcp depend primarily on exchange between the observed major site and any directly connected minor sites. Exceptions to this trend are observed for situations with relatively fast exchange between remote minor sites B and C and if B exchanges relatively fast with the major state A (as illustrated in Figure S2).

Having found that a sufficient number of spins and at least two magnetic fields are needed to distinguish kinetic schemes, we more fully explored parameter space, using a fixed number of spins (8) and magnetic fields (3). Because of the distinct features identified for small and large values of 1/τcp, we report the average RMS fitting errors separately for small and large 1/τcp in Figure 5. For small 1/τcp, we generally observe that larger kinetic exchange rates (as k12 + k21, for example) and minor site populations enhance distinguishability. However, if the population of a minor site is low, increasing exchange rates for that site hardly enhances distinguishability (and vice versa). For large 1/τcp (the Rcpmg(τcp) “tail”), larger minor site populations enhance distinguishability and larger values k23 + k32 also generally enhance distinguishability when other rate constants are small or when the minor site populations are not very large. Most importantly, in many cases, smaller exchange rates between major and minor sites, k13 + k31 and k12 + k21, improve distinguishability between the triangular and the linear scheme.

Figure 5.

Figure 5.

Distinguishability of the triangular kinetic scheme from the BAC three-state model. Top left: fits of synthetic triangular data to a BAC three-state model (Exp1Log0λ2,Newton); (solid) synthetic triangular scheme data; (dotted) best fits. In this global fit, 8 randomly generated ΔωAB (450—2500 s−1) and ΔωAC (±450—2500 s−1) spin sets were generated at the lowest magnetic field (black, 11.7 T) and scaled linearly to the other two fields (blue, 18.7 T; red, 22.2 T). Other parameters: k12 + k21 = 80 s−1; k13 + k31 = 100 s−1; k23 + k32 = 150 s−1; pA = 0.88; pB = 0.04; pC = 0.08. Only the fit with the largest deviation is shown, for which ΔωAB = 2084 s−1; ΔωAC = −1675 s−1. The RMS deviations for different characteristic sections of the curve are shown in the figure. Top right: this figure uncovers the basis for the difference between linear (red) and triangular (black and other colors), specifically in the “tail” region (small 1/τcp) of the CPMG curves. The Exp1Log0λ2,Newton approximations (dashed black/red) are very similar to the exact solutions (solid). For some curves, only certain terms from the constant term of the characteristic polynomial (eq 27; naming of terms in eq 32) were selected to analyze their contributions to the full (red) approximation: X1, Y1, Y2 (orange); X2, Y1, Y2 (blue); X1, X2, Y2 (cyan). Parameters: k12 + k21 = 50 s−1; k13 + k31 = 70 s−1; k23 + k32 = 150 s−1; ΔωAB = 1300 s−1; ΔωAC = −1700 s−1; pA = 0.88; pB = 0.04; pC = 0.08. Bottom: General conditions for distinguishability between triangular and linear schemes. The graph is based on multiple calculations as in the top left panel. In each of the 16 panels, 25 points with different values of k12/k23 were analyzed. For each point, 20 RMS values from a set of 3 × 8 CPMG curves, with randomized ΔωAB (700—2000 s−1) and ΔωAC (±700—2000 s−1) were obtained. In order to get an estimate of a lower cutoff for distinguishability, the 10th percentile values are shown. For the bottom left panel, the large 1/(4τcp) (20—300 s−1) region was selected for analysis (see also top left panel). For the bottom right panel, the small 1/(4τcp) “tail” region (1200—1500 s−1) was selected for analysis. pb was set to 0.04. To aid in convergence, some variables were constrained between upper and lower bounds during fitting: pb between 0.005 and 0.25; k12 + k21 between 10 s−1 and 400 s−1; ΔωAB between 450 s−1 and 2500 s−1.

Because the characteristic polynomial for the triangular scheme is available (eqs 27 and S18), we can decompose the Exp1Log0λ2 approximation and identify terms that explain the observation that the Rcpmg(τcp) dispersion curve “tail” is generally larger for triangular schemes than for the respective linear BAC scheme. Important terms are also listed in eq 32 for the Exp1Log0λ1 approximation. We have found that is useful to inspect the distinct contributions to the numerator of Exp1Log0λ1 and Exp1Log0λ2; we show the contributions of the numerator to the CPMG curve in Figure 5 (top right panel). Even though component X1 from eq 3 vanishes at large τcp, component X2 represents a cubed sinc function, which grows faster than the squared sinc functions in X1. Generally, large exchange rates kij + kji, with as large as possible minor site populations, would therefore be expected to give a larger X1 and a larger numerator for large 1/τcp; the X1 term is indeed larger than X2 in the given example. The denominator is dominated by Y2 at large 1/τcp or more specifically large k21k31 + k21k32 + k31k23 in the given example. Due to the high population of the major site, the term k21k31 would be expected to yield a larger denominator, while the other two summands k21k32 and k31k23 each include only one rate constant that scales with the major site population. For that reason, a large numerator (with large kinetic rate constants) and a small denominator is best achieved with large k23 + k32, and some balanced constellation of k12, k13, k21, and k31. This explains why the ability to distinguish triangular from linear schemes does not simply increase with generally larger kij + kji. At smaller 1/τc, the Y1 term dominates the denominator. Y1 does not include any k21k31 factor, which would particularly “penalize” a combination of a large k21 and k31, which is why generally higher exchange rates kij + kji improve distinguishability at small 1/τc. The trends observed when comparing the distinguishability between triangular and three-state linear BAC models are generally augmented when trying to fit triangular scheme data to a two-state model (Figure S4), with a slightly higher complexity of the results.

We confirmed the observations made for three-site schemes by the consideration of different four-site kinetic topologies, specifically linear, kite, quadratic, and star schemes (Figure 6). The quadratic and kite schemes have the largest minor exchange contributions in the given example; therefore, the CPMG rates at large 1/τcp are largest for these schemes. The star scheme has no minor exchange contribution; therefore, CPMG rates at large 1/τcp are small. For small 1/τcp, we can focus on the exchange contributions between the major site and any minor site to qualitatively understand the magnitude of the CPMG rates. Specifically, linear and quadratic schemes on one hand (both with two minor sites bound to A), as well as kite and star schemes on the other hand (both with three minor sites bound to A), have very similar CPMG relaxation rates. We find that these observations are generally robust as long as minor site populations are not very large, and in particular for three-site schemes, as long as exchange between minor sites is not fast relative to the other exchange rates in the scheme.

DISCUSSION

N-Site chemical exchange processes are frequently encountered in structural biology, but more specific, quantitative applications will be needed to become a major driver of biomedical understanding and innovation. NMR spectroscopy provides experiments, for example, CPMG relaxation dispersion, to obtain quantitative information about N-site processes. However, extracting quantitative information from CPMG data is often challenging because of insufficient data to fit multiple parameters, or because numerical computation limits the easily accessible range of kinetic models. Closed-form approximations for CPMG data obtained for linear schemes with three fast-exchanging sites have been introduced by Gray et al.15 Herein, we introduce two sets of approximations for any kinetic scheme that also cover the entire exchange regime. We also feature general observations regarding the theoretically obtained exact CPMG rates for N-site schemes.

Previous N-site studies have been limited in the interpretation of CPMG data by the lack of appropriate models to fit slow exchange. For example, in the CPMG study of a Fyn3 SH3 domain mutant, chemical shifts obtained for Val55 could not be obtained with high precision because exchange fell into the slow range for this residue.28 If sufficiently accurate approximations are not available, CPMG data can be fit numerically either directly29 or using a geometric approach in a parameter space with precalculated solutions.30 However, in N-site exchange, the size of the parameter space escalates quickly. In addition, multiple schemes have to be considered, especially due to the possibility that the various sites can be assigned to different positions in the kinetic schemes. For example, in the linear three-site case, A—B—C, A—C—B, and B—A—C schemes will have to be tested, as exemplified in the context of fast exchange by Neudecker et al.31 Recording sufficient data to fit to a larger parameter space is not necessarily a major problem because CPMG experiments are commonly recorded for multiple residues with distinct frequency differences between the analyzed states, and CPMG data can be recorded for different nuclei.28,32 Importantly, the potentially large number of parameters, models, and local minima require efficiently converging fitting algorithms. Many efficient fitting routines, such as the Levenberg—Marquardt algorithm, perform best if closed-form derivatives of the target expression are available. The approximations presented herein can be used in these minimization procedures.

An approximation of the eigenvalue λ is an integral part of all ExpaLognλk approximations we show herein. The simple λ1 approximation has been introduced by us recently for R experiments.22 We find that either the Newton—Raphson or the Halley (linearized Laguerre) method (eq 20, Supporting Information, section S4) can be used to iteratively obtain ExpaLognλk approximations that are of higher order. The Halley method converges faster, but each iteration is computationally more expensive. We recommend to generally use the Halley approximation for k > 2. For k ≤ 2, we find, as expected, the following order of accuracies: ExpaLognλ1 < ExpaLognλ2 (Newton) < ExpaLognλ2 (Halley). When minor site populations are large or when exchange rates are very unequal, increasing k can improve the accuracy of many approximations arbitrarily, at the expense of more complex expressions. The closed-form Exp1Log0λk (k ≥ 1) approximations are accurate for slow enough exchange. Slow enough usually means that the rate constant sum for the exchange between the major and any minor site is an order of magnitude smaller than the corresponding chemical shift differences between linked sites; recording CPMG data at two different fields helps to determine whether the system of interest is in slow enough exchange. For all other cases, ExpLognλk (n ≥ 1, k ≥ 1) approximations can be used. We find that even challenging problems, such as a four-site quadratic scheme with comparably large minor populations and very unequal exchange rates, can usually be fit well with ExpLognλk (n = 2, k = 2), with the possibility to enhance the approximation by increasing the order of approximation for Logn, or, as outlined above more importantly, λk. The expressions are not necessarily simple or closed-form algebraic expressions because of the Exp∞ element in the approximation. However, derivatives can be calculated from the matrix expressions and used in data analysis curve-fitting algorithms. We have shown in the Results section that ExpLognλk approximations are limited in use for small values of 1/τcp when any minor site is kinetically isolated from the major site because the “exact” single-eigenvalue solution for Rcpmg(τcp) will be incorrect because the magnetization decays contain significant contributions from more than one eigenvalue component. Some models are more prone to this problem than others. For example, the triangular-site scheme might be preferred over the linear three-site scheme as kinetic isolation is less problematic in the triangular case.

The general nature of the new ExpaLognλk expressions suggests that they might be useful in other contexts. Specifically, we tested how the iterative Halley approximations could be used for N-site R approximations, expanding the results reported previously.22 We find that the use of second-order approximations for the eigenvalues (λ) yielding R fit the numerical data excellently in most scenarios. Virtually perfect fits were obtained for the previously tested four-state kite case (Figure S5); in addition, we also tried more challenging conditions by assuming relatively large populations, giving excellent agreement with the exact solution.

Practical guidelines to distinguish between two- and three-site exchange in the fast exchange regime by inspecting the CPMG rate curves have been established previously,15 highlighting the ability to distinguish two-site and linear three-site schemes by obtaining data at small 1/τcp. We can now expand this observation to state that Rcpmg(τcp) at small 1/τcp is mostly influenced by direct exchange between the major and any attached minor site. This means that in most cases (exemplified for four-state), kite and star schemes on one hand and linear and quadratic schemes on the other hand will have very similar Rcpmg(τcp) at small 1/τcp. An exception to this rule occurs, here exemplified for the four-site linear scheme, if exchange processes connecting a “remote” minor site D (in B—A—C—D) to the major site A are much faster than exchange processes between another directly connected minor site and A. Furthermore, we find that at large 1/τcp, minor exchange dominates the magnitude of Rcpmgcp). In other words, the “tail” of the Rcpmg(τcp) curve can be used to qualitatively identify minor state exchange processes (for example, discriminating kite from star schemes, or triangular from linear three-site schemes). We corroborated these qualitative findings by simulating Rcpmg(τcp) curves for a large section of the parameter space for a given triangular or linear BAC model and then fitting those data with Rcpmg(τcp) expressions derived for different kinetic models. We tested the conditions under which the different kinetic schemes can be distinguished and also identified parameters that are particularly important for the difference between triangular and linear models at small 1/τcp. We were also able to rationalize the influence of minor exchange on shape of the CPMG dispersion curve by inspecting individual terms in the compact Exp1Log0λ1 approximation for the triangular case (eq 32). This example illustrates that closed-form approximations provide qualitative insight into chemical exchange in CPMG experiments (or other relaxation experiments).

We provide general approximations for CPMG experiments that can be used in most N-site exchange scenarios. For sufficiently slow exchange, we provide compact closed-form expressions for Exp1Log0λk of any kinetic scheme. For other cases, arbitrarily accurate approximations ExpLognλk were also found; however, these expressions can become very complex algebraically. In order to assess the large variety of accessible approximations, we provide an interactive python script to visualize these results together with the corresponding exact solutions and exponential decays (Supporting Information). This visualization tool has also helped us to gain qualitative insight into CPMG curve features that result from complex kinetic processes. Specifically, we find that the tail of the CPMG curve is useful to analyze exchange between minor sites, while exchange between the major site and attached minor site is observed at small 1/τcp.

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ACKNOWLEDGMENTS

A.G.P. is a member of the New York Structural Biology Center.

Funding

This work was supported by a grant from the National Institutes of Health (R01 GM059273) (A.G.P.). Some of the work presented here was conducted at the Center on Macromolecular Dynamics by NMR spectroscopy located at the New York Structural Biology Center, supported by a grant from the NIH National Institute of General Medical Sciences (P41 GM118302).

Footnotes

The authors declare no competing financial interest.

ASSOCIATED CONTENT

Supporting Information

The Supporting Information is available free of charge on the ACS Publications website at DOI: 10.1021/acs.biochem.8b00370.

Descriptions of kinetic matrices for three- and four-site exchange topologies, additional theoretical results, examples for formulating the characteristic polynomial, and additional figures illustrating the theoretical results (PDF)

Python script for visualizing CPMG relaxation dispersion (ZIP)

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