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. Author manuscript; available in PMC: 2021 Mar 28.
Published in final edited form as: Methods Mol Biol. 2017;1636:35–59. doi: 10.1007/978-1-4939-7154-1_3

Single-cell imaging of ERK signaling using fluorescent biosensors

Michael Pargett 1, Taryn E Gillies 1, Carolyn K Teragawa 1, Breanne Sparta 1, John G Albeck 1,2
PMCID: PMC8005261  NIHMSID: NIHMS1661229  PMID: 28730471

Summary

Single-cell analysis of the mitogen-activated protein kinase (MAPK) extracellular signal regulated kinase (ERK) activity provides a means to perform highly detailed kinetic studies, assess heterogeneity between cells, and distinguish the subcellular localization of ERK activity. We describe here the methods needed to perform such measurements in a cell type of the investigator’s choosing. We discuss the selection of appropriate reporters, and provide detailed methods for stably introducing reporters, collecting live-cell data, and automatically extracting quantitative information from individual cells.

Keywords: ERK, FRET, Live-cell microscopy, MAPK, Single cell, Translocation

1. Introduction

Single-cell measurements of signaling proteins are essential to accurately quantify and model their activity within cells. A classic example of the importance of single-cell measurements is the distinction between all-or-none vs. graded control of activity [1]. Signaling pathways are often assumed to operate under graded control, where each cell’s signaling response varies over a continuum to reflect the level of stimulus. However, many signaling pathways exhibit “all-or-none” control, in which at sub-maximal levels of stimulation, some cells respond with maximal levels of signaling, while other cells do not engage signaling at all [2]. Many techniques, such as immunoblotting or ELISA, use homogenized samples that effectively average the pathway’s activity level across a large number of cells, and therefore a half-maximal graded response is indistinguishable from a half-maximal all-or-none response. Beyond the simple examples of graded and all-or-none control, there are numerous other potential scenarios, such as sustained [3], damped [4], or stochastic [5] oscillations in kinase activity. Challenges also arise in tracking signaling kinetics at the population level. For example, the duration of response is a key variable in determining the cellular response to ERK activation [6,7], and cell-to-cell heterogeneity in the deactivation time of the signal can significantly skew population average measurements of signal half-life. With the emergence of single-cell imaging tools, it has become clear that even genetically identical cells display substantial heterogeneity in the responses of many pathways. Because of these considerations, live-cell techniques have become an essential tool for quantitative studies of signal transduction. In the study of ERK/MAPK signaling in particular, these tools have uncovered a range of interesting kinetics and spatial effects that were previously undetectable using classic biochemical methods [8,9,3,10,11,5].

A second advantage of live-cell measurements is the ability to obtain data at high temporal and spatial resolution. Unlike methods in which cells must be fixed or lysed, live-cell measurements are limited only by the speed at which images can be acquired and stored (typically seconds or less). Each image also typically contains multiple cells (often hundreds), and sufficient resolution to distinguish multiple subcellular locations (e.g. nucleus, cytosol, plasma membrane). Of course, such measurements rely on accurate reporters. While live-cell microscopy was once limited to labs with access to the appropriate equipment and expertise, recent advances have substantially improved the dynamic range, sensitivity, and overall usability of numerous reporters. At the same time, standard microscopy equipment has become more sophisticated, making time-lapse capabilities available at most institutions. Here, we focus on reporters for ERK because 1) the kinetics of its activation are known to play an important role in determining cell fate choices, 2) it serves as a model system in many systems biology studies, and 3) it has been investigated using multiple single-cell methods, providing a useful illustration of the different strategies that can be employed for tracking kinase activity.

There are a number of established strategies for tracking ERK activity in living cells, most of which rely on engineering of various fluorescent protein (FP) variants, such that ERK activity results in a change in fluorescence pattern or intensity within the cell. Because the genes encoding these reporter proteins can be integrated into the genome of the cell of interest and expressed constitutively, they represent a relatively low-cost and convenient means for making repeated measurements of ERK activity. It is also possible to express these reporter genes transiently, but stable expression allows much higher quality data to be collected by ensuring a steady level of expression in a high percentage of cells throughout the experiment. Several caveats must be kept in mind when using such reporters. First, there exists the possibility that reporter expression can result in significant changes to endogenous signaling kinetics, for example by providing additional substrates for ERK that act as competitive inhibitors to endogenous substrates. This possibility has been investigated in several cases, using alternate methods to monitor signaling and to compare behavior between naïve and reporter-transfected cells [8,10]. Changes in signaling as a result of reporter expression have been reported to be minimal, but nonetheless should be investigated when establishing a new reporter cell line. Second, it must be kept in mind that all reporters for ERK (or any other enzyme) produce an indirect measure of the activity of the kinase. The readout of a reporter is affected by the kinetics of interaction with the enzyme, the availability of inactive reporter, and the reversibility of the visualized reaction, and all of these factors may vary over the course of the experiment. One useful approach is to incorporate the process of reporter activation into quantitative models of the system being studied [12], or to develop “data models” that allow raw reporter data to be converted to an estimate of the actual kinase activity [13].

The earliest strategy for live-cell ERK measurements relied on ERK-FP fusion proteins, exploiting the tendency of ERK itself to translocate to the nucleus upon its activation by MEK [14]. In cells where an ERK-FP fusion is expressed either from the endogenous genomic locus [4] or from an exogenous sequence [3], ERK activation can be monitored by quantifying the intensity of nuclear relative to cytosolic fluorescence. A challenge in using such reporters lies in expressing the ERK-FP fusion at a sufficient level to enable detection, but not overexpressing it to the extent that its activity alters the endogenous signaling pathway through negative feedback. A second issue is that, while nuclear localization of ERK coincides with its activity immediately following pathway stimulation, ERK localization and activity can diverge significantly after 30 minutes [9], making ERK-FP fusions unsuitable for measuring long-term activity.

A more recent variant on the nuclear-to-cytosolic translocation assay, termed a kinase translocation reporter (KTR), consists of an FP fused to a synthetic substrate peptide in which a nuclear localization sequence (NLS), a nuclear export sequence (NES), and an ERK phosphorylation motif are interspaced in such a way that phosphorylation suppresses the effect of the NLS and leads to export of the FP from the nucleus to the cytosol [13]. Dephosphorylation of the reporter favors import into the nucleus, and activity of ERK can therefore be assessed by the ratio of cytosolic to nuclear fluorescence. While the readout mode is the same as for ERK-FP, this construct more directly indicates the kinase activity of ERK, rather than its localization.

A widely used approach based on Forster Resonance Energy Transfer (FRET), has also proved highly effective for ERK activity measurements [15,16]. Several generations of FRET-based ERK activity reporters have been constructed, using variants of cyan and yellow fluorescent proteins (CFP and YFP respectively) as a donor-acceptor pair for FRET [17,11,18]. In each of these versions, the CFP and YFP proteins are joined as a single polypeptide by a linker that features a docking and phosphorylation motif for ERK, a flexible region, and a phospho-amino acid binding domain (PAABD; typically a WW domain). Upon phosphorylation of target sequence by ERK, intramolecular binding of the PAABD domain to the phosphorylated residue forces CFP and YFP into close proximity, resulting in a FRET interaction that can be detected by ratiometric imaging. These reporters respond rapidly to ERK signals and can provide spatial resolution within the cell.

A fourth strategy for ERK activity measurement utilizes naturally occurring peptide sequences from immediate-early genes such as c-Fos and Fra-1 that target them for proteasome-mediated hydrolysis [10]. Phosphorylation of these sequences by ERK delays degradation [19]. When these sequences are fused to an FP, the resulting protein has a half-life dependent on its ERK phosphorylation status [10]. Like other degradation-based reporters [20], this strategy has a large dynamic range, but responds relatively slowly, on the scale of 30-60 minutes, to changes in ERK activity. Consequently, this reporter is best suited for long-term or endpoint measurements.

The cell culture, imaging, and analysis methods described in this chapter can be applied to any of the reporters listed above. Each reporter has its own advantages and drawbacks, and the choice of reporter must be made carefully with respect to the system being used and the objective of the study. Sensitivity, dynamic range, response time, and ability to resolve spatial effects vary between the reporters (Table 1), and it must be determined whether these characteristics are sufficient to effectively perform the desired experiment. One must, for example, consider the biological effects mediated by ERK that are under study; if the effects of ERK on migration are to be studied, the spatial resolution and rapid response time of a FRET reporter would be best, whereas a study of ERK’s involvement in gene expression may favor a slower but more sensitive degradation-based reporter. A small number of studies have directly or indirectly compared some of these reporters, and can be a useful resource in deciding which reporter is best suited for the system to be studied [11,9,10]. For example, direct comparison of FRET- and translocation-based ERK activity reporters indicated a high concordance between these different types of reporters, with minor kinetic differences on the scale of 1-3 minutes during the activation and deactivation phases [11]. A more comprehensive comparison across all reporter types has yet to be performed.

Table 1.

Characteristics of different ERK reporters

Reporter Spatial
resolution
of activity
Dynamic
range
Response
time (time
to half-
max)
Sensitivity
of detection
of ERK
activity
Preferred
delivery method
Choice of FP
color
Sensitive to cell
shape
FP-ERK No + ~3min + Viral Any Yes
FRET Yes + ~1 min ++ Transposon Limited to FRET pairs No
KTR No ++ ~3 min ++ Viral Any Yes
degron No +++ ~150 min +++ Viral Any No

In the following sections, we present a step-by-step guide to single-cell analysis of ERK activity, beginning with the introduction of reporters into the cells of interest using retroviral transduction (see Note 1), followed by preparation for live-cell microscopy and collection of time-lapse images. We also present a detailed guide to extracting quantitative data on individual cells from raw time-lapse image files. This data processing “pipeline” comprises several steps: (1) Segment each image to find cell centroids and create masks for nucleus regions; (2) track cell centroid positions over time; (3) link tracked positions to nuclear masks, create masks for cytoplasm regions, and calculate intensity values within each mask. The result is a dynamic trace over time for each cell (Figure 1). The pipeline performs step 1 on all images in a time series before moving on to step 2 to track cells from image to image, and then step 3 on each image sequentially again (Figure 3A).

Figure 1.

Figure 1.

Example data from an MCF-10A cell line expressing ERK-KTR. All steps for experimental setup and data analysis were performed essentially as described in the text, and the ERK activity was calculated as the cytosolic to nuclear ratio of ERK-KTR fluorescence. The top two panels depict two representative individual cells; the third panel shows the population mean (line) and 25th to 75th percentile range (shaded area) for >500 cells. In the heatmap shown in the bottom panel, each row depicts one cell, with activity indicated by color shading. All panels are aligned to the same time scale on the horizontal axis. Note the differences between individual cells and population mean behavior.

Figure 3.

Figure 3.

A) Flowchart summarizing the data processing procedure. B) Sample image with a cytoplasmic reporter, showing a background region, centroids (left) and masks (right, inner light circle: nuclear mask, outer dark circles: donut-shaped cytoplasm mask). Some centroids and masks omitted. C) Segmentation thresholds, after gradient filtering, shown as shaded slices into a 3D version of the image. Darker shades are below more slices. Each slice yields a binary image, with masks in white that are then filtered for nucleus-like shape.

2. Materials

2.1. Cell lines

1. 293T cells for non-viral transduction and packaging of viral vector, (such as 293T/17 from American Type Culture Collection).

2. Target cells of interest. We have successfully applied the methods described here to a wide range of cells, including human and mouse cell lines of both tumor and non-tumor origin, and non-immortalized primary human fibroblasts.

2.2. Culture media and viral production reagents

1. 293T cell growth media (supplies obtained from Life Technologies): DMEM supplemented with 10% Fetal Bovine Serum and Penicillin (50 units/ml)/Streptomycin (50 μg/ml).

2. 0.25% Trypsin-EDTA solution (Life Technologies)

3. Sterile 6-well tissue culture plates (Corning)

4. Polybrene (hexadimethrine bromide) 4 mg/ml in water (Sigma-Aldrich)

5. Selection antibiotic (optional)

6. Poly-D-Lysine plate coating: Prepare 0.1 mg/ml solution of poly-D-lysine by dissolving 5 mg of poly-D-lysine (Sigma-Aldrich) in 50ml of sterile distilled, deionized water. Filter the solution through a 0.22 μm filter in a sterile biosafety cabinet and store at 4°C.

7. Optimem (Life Technologies)

8. FuGENE HD Transfection Reagent (Promega)

9. 10 ml syringe

10. 0.45 um syringe filter

11. Viral packaging vectors, such as psPAX2 (Addgene #12260) and pMD2.G (Addgene #12259). Select packaging vectors that are compatible with the viral vector being used to carry the reporter and the target cell line. (See Note 2 on vector selection).

2.3. Live-cell imaging materials and reagents

1. Collagen coating solution (20 μg/ml) for plates: Prepare 0.1 N acetic acid by adding 46 μl glacial acetic acid to 40 ml ultrapure water (prepared from deionized water purified to 18 MΩ cm at 25° C) in a sterile 50 ml conical tube. Filter the acetic acid through a steriflip filter (Millipore) in a sterile tissue culture hood. Add 267 μl rat tail collagen I (Gibco A10483-01, 3mg/ml) (see Note 3) to the sterile acetic acid and mix well. Store at 4° C. This collagen preparation is suitable for mammary epithelial cells (MCF-10A) but different collagen preparations may be optimal for other cell types.

2. Multi-well plates for cell imaging: Sterile well plates for imaging with high performance glass were obtained from Cellvis.com (24 well: P24-1.5H-N; 96 well: P96-1.5H-N) and Brooks Life Science Systems, Brooks.com, (square 96 well: MGB096-1-2-LG-L).

3. Pipetting supplies: 20 μl, 1 μl pipettors; 5-300 μl 8 or 12 channel multipipettor, multichannel aspirating tool (See Note 4), sterile reagent reservoirs (Costar 4871 sterile 50 ml reagent reservoirs)

4. Imaging medium for cells. In principle, regular growth medium can be used, but due to the fluorescence of several medium components, background levels will be high. Medium formulations lacking the primary contributors to background fluorescence - phenol red, riboflavin, and folic acid - are recommended for optimal data collection. Fluorbrite medium from Invitrogen is one such low-fluorescence DMEM alternative; customized media formulations suited to the cells of interest are available from a number of vendors.

5. Wide-field epifluorescence microscope equipped with a digital camera and an environmental control chamber for samples. We employ a Nikon Eclipse Ti (with the associated NIS Elements software), an Andor Zyla 5.5 camera, a Lumencor Sola light source, and an In Vivo Scientific stage-top incubator.

2.4. Image processing equipment

1. Image processing workstation: Processing the time lapse image data requires a computer with at least 4 GB RAM (see Note 5), capable of running scripting software; we use Windows (see Note 6) computers running MATLAB.

3. Methods

All work should be performed in a sterile tissue culture hood using sterile technique. Follow your usual procedures for cell culture of the cells of interest.

3.1. Cell line construction

  1. Prepare purified plasmid DNA for the reporter of choice and appropriate viral packaging plasmids. (see Note 7 on plasmid purity)

  2. Coat 6-well plates with 1 ml of poly-D-lysine solution for 1 hour at 37° C, to promote cell adhesion during transduction process.

  3. Aspirate poly-D-lysine from the 6-well plate and allow the plate to dry.

  4. Rinse a 10-cm plate of 293T cells at >70% confluence with 5 ml PBS, then add 2 ml of Trypsin/EDTA. Incubate for 5 minutes at 37° C.

  5. Add 10 ml of 293T growth medium to 10-cm plate, and pipet repeatedly to remove cells from the surface. Transfer the cell suspension to a 15 ml conical tube and centrifuge at 300xg for 3 minutes.

  6. Remove supernatant, and resuspend the cell pellet in 10 ml 293T growth medium.

  7. Transfer 20 μl of cell resuspension to a hemocytometer and perform cell counting.

  8. Seed 6-well plate with 750,000 293T cells per well, in a total volume of 2-3 ml growth medium.

  9. Incubate 293T cells overnight at 37° C with 5% CO2. On day two, 293T cells should be approximately 70% confluent.

  10. Adjust growth media volume on 293T cells by aspirating media and pipetting 900 μl of fresh growth media to each well in the six well plate.

  11. Prepare one transfection mixture for each well. In the following order combine reagents in a 1.5ml Eppendorf tube: 100 μl Optimem, 3 μl FuGENE HD, 1 μg packaging plasmid, and 1 μg retroviral plasmid DNA.

  12. Incubate transfection mixture for 5-10 minutes at room temperature.

  13. Add transfection mixture dropwise to each well of the 6-well plate.

  14. Incubate 293T cells at 37° C with 5% CO2 for 6 hours. Alternatively, 293T cells can be incubated overnight.

  15. Aspirate medium and replace with 1ml growth medium.

  16. At 24 hours and 48 hours after removing the transfection mixture collect the growth medium using a syringe. Filter the virus-containing media through a 0.45 μm syringe filter and into a collection tube.

  17. Replace 293T growth media with another 1 ml of growth media, or discard the plate if no additional virus is needed. We typically do two collections, but 293T media can continue to be collected for up to 72 hours if more virus is needed.

  18. Store viral particles for up to two weeks at 4° C or up to 1 year at −80° C.

  19. Seed target cells in 6 well plate at an optimized seeding density. For human mammary epithelial cell lines (such as MCF-10A or 184A1), we use a concentration of 100,000 cells per well. At this concentration, cells are within the linear phase of cell growth and become confluent at the time of selection (4 days post seeding).

  20. Incubate cells overnight at 37° C with 5% CO2.

  21. Prepare the transduction mixture by combining 500 μl of target cell growth media, 500 μl of filtered viral particles, and 1 μl of 4 mg/ml polybrene, and mix gently by pipetting. A final concentration of 4 μg/ml polybrene promotes adsorption of viral particles and limits cytotoxicity in MCF-10A cells, but up to 10 μg/ml can be used in difficult to transduce cell lines. Additionally, the volume of virus-containing media can be adjusted as needed (see Note 8).

  22. Aspirate media from target cells.

  23. Add transduction mixture dropwise to target cells and incubate overnight at 37° C with 5% CO2.

  24. Aspirate medium and replace with 2 ml growth media, and incubate overnight at 37° C with 5% CO2.

  25. After incubating cells for approximately 24 hours post transduction, check cells for reporter expression using a fluorescent microscope.

  26. If viral reporter construct included an antibiotic resistance cassette, add the appropriate concentration of the selection antibiotic to the target cells (see Note 9).

  27. Monitor cells daily during selection process and change media containing the selection antibiotic every 3-4 days. When selection is complete, only cells stably expressing the reporter construct will remain growing in 6-well plate. See Note 10 regarding optional further selection steps.

3.2. Plating cells for live-cell microscopy experiments

In the protocol described here, a cell monolayer is created on a small (2-5 mm diameter) spot within a 24-well plate (Figure 2). Covering just a small portion of the well surface reduces the number of cells in the well to just what is needed for imaging, while maintaining the same cell density that would be used in other assays. Because cells actively deplete growth factors and nutrients from the medium, using a smaller number of cells is highly preferable for long-term imaging experiments because it allows a more constant medium composition to be maintained throughout the experiment. For variations in which the entire well surface is used, see Note 11.

Figure 2.

Figure 2.

Schematic of cell plating process in 24-well plates for imaging. To enable a small number of cells to be grown at normal density within a larger-volume well, a small region in the center of the well is first coated with collagen. Cells are then allowed to adhere to this region before a large volume of medium is added. This process reduces the rate of nutrient depletion from the medium and enables cells to be maintained in a relatively constant environment for longer periods of time during imaging within a multi-well plate.

  1. Use a 20 μl pipettor to spot 3 μl of collagen coating in the center of each well (see Note 12). Allow the collagen drop to just touch the plate with no contact from the pipet tip. Cover the plate and incubate for 30 min to 1 hr in a sterile hood.

  2. Use a Pasteur pipet attached to a vacuum line to aspirate any liquid collagen remaining on the spots. Gently add 1 ml sterile PBS along the sides of the wells to rinse the collagen spot. Avoid pipetting directly on the spot. Aspirate the PBS and remove the last bit of PBS adhering to the spot by barely touching the pipet tip to the top surface of the fluid. Avoid touching the tip of the pipet to the glass plate as it will leave a mark.

  3. Trypsin treat and passage your cells as usual to obtain a suspension of single cells (see Note 13).

  4. We typically load 5,000 cells in 10 μl media to each spot in the wells. To calculate the proper cell dilution, thoroughly mix the cell suspension and count on a hemocytometer (see Note 14).

  5. Cells will settle, so remix the cell stock and make 1 ml of the calculated cell dilution in a sterile Eppendorf tube. Mix well by pipetting up and down with a 1 ml pipettor. Use a 20 μl pipettor and apply 10 μl of cell solution to the dried collagen spots in each well. Avoid touching the glass plate. Cells will settle out so continue mixing the cell solution if the spot pipetting step takes more than a few minutes.

  6. Add PBS to all spaces in the plate between wells to raise the humidity in the plate and help prevent drying of the cell spots. Cover the plate and incubate in a 37° incubator for approximately 2 to 2.5 hrs.

  7. Look at your cell spots using an inverted microscope. If the cells look more elongated or have small processes you can add more media. If the cells are spherical they likely need more time to attach.

  8. When cells are attached to the plate, gently add 0.5 ml growth media by slowly pipetting the media down the side of the well. View with a microscope to make sure your cells are still attached. Incubate at 37° overnight to allow cells to fully attach.

  9. Check cells with a microscope. When cells are fully attached you may start experimental treatments. We use a specially formulated imaging media with reduced autofluorescence for microscopy experiments.

3.3. Collecting live-cell microscopy data

  1. Turn on microscope, computer, and environmental control box, start NIS Elements software. Allow the temperature and CO2 levels to stabilize.

  2. Transfer plate to microscope and mount securely in plate holder. Make sure all set screws are tightened.

  3. In NIS Elements, open the ND Acquisition panel.

  4. Set path and filename for saving data. Data are automatically saved when experiment is complete.

  5. In the Time tab select the imaging interval and total imaging duration. (See Note 15)

  6. In the Wavelength tab select the desired fluorescent channels for the experiment.

  7. Navigate to the first well in the imaging sequence and find cells. Turn on “Perfect Focus” and set the appropriate focal plane using the focus wheel.

  8. Open the Zyla Settings panel and set the exposure for each channel to be used in imaging experiment.

  9. Using the joystick, navigate to a suitable area for imaging; try to avoid areas where cells are overcrowded.

  10. In the ND Acquisition panel select the XY tab. Navigate to the first desired ROI using the joystick and select the XY point by checking the box in the XY selection tab. (See Note 16)

  11. Continue selecting ROIs in each desired well by navigating to each ROI and selecting the coordinate using the checkbox. Adjust focal plane at each ROI as necessary using Perfect Focus. (See Note 17)

  12. To select a background ROI (optional), navigate to an XY position which contains no cells in the field of view. This will be used later to calculate background during image processing.

  13. When all ROIs have been selected return to first ROI and check that focus and exposure are set correctly and that the plate has not shifted.

  14. Start imaging experiment by hitting the “Run Now” button.

  15. To add treatments (such as inhibitors or growth factors) during imaging, pause imaging experiment using the “Pause” button on the Acquisition Window. (See Note 18).

  16. Remove plate lid and environmental control box, add treatments to each well. Try to minimize contact with plate to avoid shifting plate position.

  17. Return lid and environmental control box to plate.

  18. Resume imaging using the “Resume” button on the Acquisition Window.

  19. Once the time course has completed, the file will be saved in the location specified during imaging set up. Alternatively, terminate the image acquisition using the “Finish” button.

  20. Close NIS Elements and shutdown microscope.

3.4. Data analysis to extract single-cell kinetics from raw image data

  1. Install necessary software per distributor instructions (see Note 19). MATLAB requires a license purchased from Mathworks, which can be acquired individually if not available via an institution. The uTrack toolbox used for tracking cell positions over time can be obtained from the Danuser Lab website, http://lccb.hms.harvard.edu/software.html (see Note 20). The Bio-Formats toolbox for MATLAB is useful for reading image data directly from a variety of file types, including Nikon’s ND2 files, and is available from http://downloads.openmicroscopy.org/bio-formats/5.1.7/ (see Note 21).

  2. Access image data from storage. This is specific to the imaging software used to operate the microscope. Nikon’s ND2 files can be directly accessed using Bio-Formats
    bfopen
    and
    bfGetReader
    functions. Steps 3 – 9 are then performed for each image, one at a time, then 10 – 11 are performed to track cells between images, followed by steps 12 – 13 to align tracked cells and store values as a dynamic trace (see Note 22).
  3. Remove background intensity from the image. Select a region of only background (no cells, etc.) and evaluate the mean value (Figure 3B). To do so in NIS Elements, start with the image opened and select from the top menus, “ROI” > “Draw Rectangular ROI…”. Use the cursor to click and drag a box over the desired region. The box may be moved and resized afterward. To get mean intensities in the region, select “Measure” > “Measure Field and ROIs…”; ensure the pop-up has “Current Frame” selected and click OK. To view values, select “View” > “Analysis Controls” > “Automated Measurement Results”. The mean values for each channel in your image will be shown at the end of the table displayed (see Note 23). Subtract the background level from each image.

  4. Prepare the image for segmentation by filtering to reduce noise. Define a Gaussian filter sized to cover approximately 1/10th of a cell nucleus (see Note 24), and apply it to the image. MATLAB code to implement is provided below, where maxNucD is the maximum estimated diameter of a nucleus, in pixels, and im is the image, as a 2-D matrix (see Note 25).

    fltsz = floor( maxNucD/10 );
    gaussianFilter = fspecial('gaussian', fltsz.*[1, 1], fltsz/2);
    im = imfilter(im, gaussianFilter, ‘replicate’);
    
  5. (Optional) If the only reliable marker in the image is located in the cytoplasm, apply a gradient filter to emphasize ‘edges’, where the intensity changes quickly, i.e. the border between nucleus and cytoplasm; then invert the image to make nuclear regions bright. Filter for the magnitude of gradients by applying a Sobel filter in both X and Y directions and taking the square root of the sum of each filtered image squared (see Note 26). Invert the resulting gradient magnitude image by subtracting the image from its maximum value. Example MATLAB code is provided below, where im is the image, as a 2-D matrix.

    hy = fspecial('sobel');   hx = hy';
    im = sqrt(imfilter(im, hx, 'replicate').^2 …
             + imfilter(im, hy, 'replicate').^2);
    im = max(im(:)) − im;
    
  6. Segment features in the image by examining regions that exceed a threshold value, for a series of different thresholds. Determine thresholds to use by selecting 20 linearly spaced values between the 5th and 95th percentile image intensity values (see Note 27). For each threshold, create a binary map, true where the image exceeds the threshold (Figure 3C). Perform steps 7 and 8 for each threshold before continuing to the next. Example MATLAB code, where s is an index to operate on a single threshold at a time, as in a for loop:

    thresholds = quantile(im(:), linspace(0.05, 0.95, 20) );
    tim = im > thresholds(s);
    
  7. Remove “salt and pepper” noise in the binary image by morphological dilation and erosion (see Note 28). Example MATLAB code (in a for loop over thresholds, the structuring elements can be defined above the loop):

    st1 = strel('disk', ceil(fltsz/4));  
    tim = imdilate(tim, st1);
    tim = imerode(tim, strel('disk', 2*ceil(fltsz/4)));
    tim = imdilate(tim, st1);
    
  8. Identify each binary feature and filter for those matching the feasible size and shape of a cell nucleus (see Note 29). Size is evaluated by the total area, and shape by the squared ratio of the ideal perimeter for a circle of that area to the actual perimeter. For each threshold, retain features passing the filter by setting corresponding pixels to true in an initially all false image (here
    imkeep
    ). Example MATLAB code, where
    minNucD, maxNucD
    are predefined based on the expected diameter of a cell nucleus in the image, and
    minFormfactor
    by the expected circularity:
    maxNucArea = round(pi*maxNucD^2/4);
    minNucArea = round(pi*minNucD^2/4);
    S = regionprops(tim, 'Area', 'Perimeter', 'PixelIdxList');
    nucArea  = cat(1,S.Area);
    nucPerim = cat(1,S.Perimeter);
    nucFormfactor = 4*pi*nucArea./(nucPerim.^2);
    szScore = (nucArea - minNucArea).*(maxNucArea - nucArea);
    shScore = nucFormfactor - minFormfactor;
    scorePass  = szScore >= 0 & shScore >= 0;
    for ss = find(scorePass)'; imkeep(S(ss).PixelIdxList) = true; end
    
  9. Create a data structure (
    movieInfo
    here) for the uTrack function to use, defining coordinates under fieldnames
    xCoord
    and
    yCoord
    , and an amplitude as amp (see Notes 30 and 31). Provide the area as the amplitude. Example MATLAB code:
    S = regionprops(imkeep, 'Centroid', 'Area');
    coord = cat(1,S.Centroid);
    nCoord = size(coord,1);
    movieInfo.xCoord = [coord(:,1), zeros(nCoord,1)];
    movieInfo.yCoord = [coord(:,2) , zeros(nCoord,1)];
    movieInfo.amp = [cat(1, S.Area) , zeros(nCoord,1)];
    
  10. Track cell positions over time to link values into dynamic traces, using particle tracking software (uTrack 2.0, here). Provide the data structure movieInfo and operational parameters for uTrack (see Note 32). Many operational parameters are employed and we set the relevant time window and spatial radius of interest by scaling (see Note 33), based on the time interval between samples (
    tsamp
    ) and the size of pixels (
    PixSizeX and PixSizeY
    ). Example MATLAB code:
    tWin = ceil(15*5/tsamp);
    iRad = 25/sqrt(p.PixSizeX.^2 + PixSizeY.^2);
    
    gapCloseParam.timeWindow = tWin;
    gapCloseParam.mergeSplit = 1;
    gapCloseParam.minTrackLen = 3;
    gapCloseParam.diagnostics = 0;
    
    costMatrices(1).funcName = …
         'costMatRandomDirectedSwitchingMotionLink';
    parameters.linearMotion = 0;
    parameters.minSearchRadius = 2;
    parameters.maxSearchRadius = iRad;
    parameters.brownStdMult = 6;
    parameters.useLocalDensity = 1;
    parameters.nnWindow = tWin;
    parameters.kalmanInitParam = [];
    costMatrices(1).parameters = parameters;
    clear parameters
    
    costMatrices(2).funcName = …
         'costMatRandomDirectedSwitchingMotionCloseGaps';
    parameters.linearMotion = 0;
    parameters.minSearchRadius = 2;
    parameters.maxSearchRadius = iRad;
    parameters.brownStdMult = 6*ones(tWin,1);
    parameters.brownScaling = [0.25 0.25];
    parameters.timeReachConfB = 1;
    parameters.ampRatioLimit = [0.4 3];
    parameters.lenForClassify = 5;
    parameters.useLocalDensity = 1;
    parameters.nnWindow = tWin;
    parameters.linStdMult = 6;
    parameters.linScaling = [0.25 0.25];
    parameters.timeReachConfL = 1;
    parameters.maxAngleVV = 360;
    parameters.gapPenalty = 1;
    parameters.resLimit = [];
    costMatrices(2).parameters = parameters;
    clear parameters
    
    kalmanFunctions.reserveMem  = 'kalmanResMemLM';
    kalmanFunctions.initialize  = 'kalmanInitLinearMotion';
    kalmanFunctions.calcGain    = 'kalmanGainLinearMotion';
    kalmanFunctions.timeReverse = 'kalmanReverseLinearMotion';
    
    saveResults = 0;  verbose = 0;   probDim = 2; 
    tracksFinal = trackCloseGapsKalmanSparse(movieInfo, …
         costMatrices, gapCloseParam, kalmanFunctions, probDim, …
         saveResults, verbose);
    
  11. Extract tracked coordinates from the uTrack output. uTrack returns a structure (
    tracksFinal
    ) that contains track coordinate information (in the field
    tracksCoordAmpCG
    ) and event timing information (in the field
    seqOfEvents
    ). Together these identify the start and end of each track, including when tracks appear to split or merge, and the associated coordinates (see Note 34). Extract the major track from each entry (from the true start to the true end). Example MATLAB code:
    nT = max( arrayfun(@(x)x.seqOfEvents(end,1), tracksFinal) );
    nC = length(tracksFinal);
    c = nan(nC, nT, 2);
    for s = 1:nC
         truei = isnan(tracksFinal(s).seqOfEvents(:,4));
         starti = tracksFinal(s).seqOfEvents(:,2) == 1;
         [tm, ti] = …
    	  min( tracksFinal(s).seqOfEvents(starti & truei, 1) );
         li = tracksFinal(s).seqOfEvents(ti,3);
         ct1 = (tracksFinal(s).seqOfEvents(:,3) == li);
         sf = tracksFinal(s).seqOfEvents( ct1 & truei & starti, 1);
         ef = tracksFinal(s).seqOfEvents( ct1 & truei & ~starti, 1);
         nf = ef-sf + 1;
         c(s, sf:ef, 1) = …
    	  tracksFinal(s).tracksCoordAmpCG(li,1:8:8*nf);
         c(s, sf:ef, 2) = …
    	  tracksFinal(s).tracksCoordAmpCG(li,2:8:8*nf);
    end
    
  12. Align tracking with nuclear masks for each image. This step, along with 13 and 14, are repeated for each image. In this step, the stored mask image is re-labeled using
    bwlabel
    to uniquely identify each nuclear region, and the index value at each track coordinate is found (see Note 35). Here, the coordinates,
    c
    , are only the values at one time point (one column of
    c
    from step 11, e.g.
    c(:,4,:)
    for time point 4). Similarly, imkeep represents the mask image from the same time point (each stored from the previous processing). Example MATLAB code for one time point:
    c = round(c);
    lind = sub2ind( sz, c(:,1,2), c(:,1,1) );
    gi = find(lind>0);   lind = lind( gi );
    nuclm = bwlabel(imkeep);
    lbl = nuclm(lind);
    
  13. Create masks in the cytoplasm region by forming an annulus around each nuclear mask. Dilate the nuclear mask to create a larger (filled) version that extends into the cytoplasm, then remove a smaller dilation to make a hole over the nuclear area (see Note 36). The size of dilations to use can be scaled with the expected nucleus size (see Note 37). Example MATLAB code for one time point:

    ncgap  = floor((0.05*maxNucD)) + 2;
    ncring = floor((0.05*maxNucD)) + 1;
    ncexpand = ncgap + ncring;
    expdisk = strel('disk', ncexpand);
    cytlm = imdilate(nuclm, expdisk);
    ctemp = nuclm; ctemp(ctemp == 0) = Inf;
    ctemp = -imdilate(-ctemp, expdisk);
    ctemp(ctemp == Inf) = 0;  cytlm(~(ctemp==cytlm)) = 0;
    cytlm = cytlm.*~(imdilate(nuclm, strel('disk', ncgap))>0);
    
  14. Calculate mean values for each nucleus and cytoplasm mask. This is done serially for each mask. Note that the image im used here should be the original image, background subtracted (see Notes 38 and 39). Here, gi and lbl are used to align the calculated values with tracking to form complete dynamic traces vmean. Example MATLAB code for one time point:

    for s = find(lbl)'
         nmask = nuclm == lbl(s); cmask = cytlm == lbl(s); 
         vals = im(nmask);  pctb = prctile(vals,[20,80]);
         vmean(gi(s),1,1) = …
    	  mean(vals(vals > pctb(1) & vals < pctb(2)));
         vals = im(cmask);  pctb = prctile(vals, [20,80]);
         vmean(gi(s),1,2) = …
    	  mean(vals(vals > pctb(1) & vals < pctb(2)));
    end
    

Acknowledgements

We thank Didem Sarikaya for helpful feedback on the manuscript. The methods described here were developed in part through support from the American Cancer Society (IRG-95-125-16).

Footnotes

1.

Viral transduction is not recommended when integrating reporters composed of two similar FPs, such as FRET-based sensors, due to a high rate of recombination between the highly homologous sequences [18]. To avoid recombination, two alternative approaches are available: 1) stable reporter integration using the piggyBac transposon method [18,21] or 2) viral transduction with constructs in which the codons encoding the fluorescent proteins have been diversified [22].

2.

Safety, efficiency, gene expression and stability, cell type specificity, and selection antibiotics should be considered while selecting a viral vector for reporter integration. While retroviral vectors infect only dividing cells, lentiviral vectors infect both dividing and non-dividing cells efficiently in culture.

3.

The collagen is viscous and is easier to pipet accurately when it is heated to 37° C. Do not filter collagen solutions.

4.

The aspirating tool works best when all the ports have a tip on the end.

5.

As image data can be very large, equipping a computer with more RAM (32-64 GB) is recommended. Regardless, it may be necessary to limit the amount of data stored in RAM at any time, e.g. by reading images one at a time into RAM from their primary storage format (such as Nikon’s ND2 file) and clearing them after each is processed.

6.

The processing computer may run any operating system desired, provided that it supports the desired software capable of performing scripted instructions.

7.

Increased DNA purity can increase efficiency of transfection and lead to a greater viral titer.

8.

Virus titer may vary as a function of DNA purity, virus system, and other experimental factors. Using 500 μl of filtered lentiviral particles, we typically achieve a 70%-100% success rate of stable reporter integration. However, the volume of lentiviral particles used in the infection can be adjusted as needed.

9.

Prior to starting the infection protocol, the appropriate concentration of selection agent can be determined by titrating the concentration of the selection agent, treating target cells with a range of antibiotic concentrations, and observing the efficacy of each dose. An optimal selection concentration is the lowest dose in which 100% of the non-infected target cells do not survive.

10.

If reporter expression remains heterogeneous within the cell population following selection, or if you are attempting to isolate cells expressing multiple reporters, fluorescence-activated cell sorting can be performed at a facility with the appropriate equipment for detecting and distinguishing the FPs used. Alternatively, limited dilution cloning can be performed to isolate cell clones with homogeneous reporter expression. For limited dilution cloning, we thoroughly trypsinize and disaggregate cells, dilute them to a concentration of 5-7 cells/ml, and place 100 μl per well into 3 to 5 96-well plates. After 10 days of growth, wells are checked for the presence of individual colonies, and then screened for homogeneous reporter expression.

11.

To perform plating in a 96-well plate, follow the same procedure described in section 3.2, using 50 μl of collagen solution to coat the entire surface of each well, 200 μl PBS to wash, and seeding 5,000-20,000 cells per well in a final volume of 100-200 μl growth medium to achieve the desired confluence level. The perimeter wells in a 96-well plate are known to produce unreliable results due to higher evaporation, we recommend filling these wells with water or PBS and using only the interior 60 wells for imaging experiments.

12.

Some microscope stages have limitations on their range of travel. Adjust the location of your spots if needed to accommodate the stage limitations.

13.

Time the trypsinization of your cells to coincide with the collagen rinse step. If the collagen spot is allowed to dry too much it can cause distortion in how the cells adhere. We typically add our cells within 1 hr of rinsing the collagen.

14.

Each large square of a hemocytometer holds 1 x 10−4 ml. Count 2-3 squares to obtain an average cell count. Multiply this number by 10 to obtain #cells per μl. The desired concentration of 5,000 cells per 10 μl equals 500 cells per 1 μl. 500 cells per μl/#cells per μl = x ml cells needed for 1 ml of cell suspension. Add 1-x ml media and mix well.

15.

We typically use a 6 minute acquisition interval and 24-48 hour total duration.

16.

For efficient imaging, set up ROIs to minimize distance traveled across the plate. For example, in a 24-well plate, the well order A1-A2-A3-A4-A5-A6-B6-B5-B4-B3-B2-B1 requires less total travel than A1-A2-A3-A4-A5-A6-B1-B2-B3-B4-B5-B6.

17.

2 ROIs may be selected in each well of a 24-well plate.

18.

Diluting added compounds to 20x concentration in imaging medium facilitates rapid mixing with a relatively small change in culture volume. In some cases, addition of a compound after a period of imaging will result in a change in background fluorescence when the locally photobleached pool of media surrounding the ROI is disturbed by mixing. This effect can be removed by proper background subtraction during data processing, but can result in artificial “blips” in the data. Performing a media-only addition is a recommended control to determine if such effects are occurring in your system.

19.

Any set of software capable of running scripted procedures will suffice. The pipeline employs binary morphological operations and particle tracking (i.e. linking multiple coordinates from one frame to the next, preferably with gap-filling to correct for detection faults). Software with existing solutions for these processes will be preferable. Additional software to make the imaging data conveniently available to the pipeline may be desirable, depending on the imaging data format.

20.

Any software that performs particle tracking will suffice. Multiple particles, defined by coordinate pairs, must be linked from frame to frame to estimate which cell in a frame corresponds to each cell in the previous frame (usually minimizing how far any cell must have moved). It is beneficial for the software to support gap-filling, i.e. connecting two tracks when a cell was not detected properly between them.

21.

The need for data interfacing software, such as Bio-Formats, depends on how the microscopy software stores data. Typically, image data may also be exported to individual, lossless image files, e.g. as a TIFF. This can be, however, inconvenient due to the duplication of file storage space demands and added time required to write individual image files. Keep in mind that using any lossy compression will corrupt the data, discarding information and potentially introducing new biases.

22.

If data are large, it can be time consuming to move files often or create individual TIF images. We recommend identifying an appropriate means of directly accessing the data stored from your microscopy experiment.

23.

Background levels can also be identified on a per image basis at this point in the pipeline, by choosing a region that is always devoid of cells, and taking the mean intensity within that region for each image. If a region completely devoid of cells, e.g. a media-only well of a multi-well plate, is also imaged during the experiment, these images may be used to estimate background for all other images. It is recommended to employ one of these methods for evaluating background at each time point, as photobleaching may alter levels over time.

24.

The filter size is designed to smooth out variation below the scale of the features we are trying to identify. Reducing pixel-to-pixel noise in this way can improve the robustness of segmenting nuclei. The standard deviation, in pixels, affects how heavily the filter weights nearby pixels; we use fltsz/2 to ensure a broad enough filter that will not waste computation on pixels weighted very lowly.

25.

Implementation in alternative software will vary. Many platforms have pre-designed image filtering functions that, in principle, consist of convolving the image with the properly sized 2-D Gaussian distribution. The ‘replicate’ flag for the MATLAB function simply indicates to return the same size image as the input.

26.

The Sobel filter reports the change in one direction about a pixel, without using the center pixel’s value. It is defined as a 3x3 matrix [1, 0, −1; 2, 0, −2; 1, 0, −1] for the X direction, with the Y direction being the transpose of that matrix. By using the gradient magnitude, the relatively sharp intensity change from cytoplasm to nucleus can be more robustly detected over other slower changes in between cells.

27.

The number of thresholds chosen and range used may be tuned to your application. It may be useful to neglect all values below some level (e.g. a background or noise level) prior to evaluating percentiles for threshold spacing.

28.

Morphological operations, dilation and erosion, use a defined 'structuring element' (a shape, such as a line or disk). For any position overlaying the image with the structuring element, dilation sets all pixels found inside the element with a true pixel to true. Erosion performs the converse for false pixels. As such, erosion will remove small true spots, and dilation will remove small false spots. The size of the 'structuring element' should be chosen to leave desired features (e.g. a nucleus) unaffected. We use approximately one quarter the previously defined filter size fltsz.

29.

Binary segmentation by MATLAB functions bwlabel, bwconncomp and regionprops identify discrete regions by finding all 'true' pixels connected in a group and assigning them an index value, until the entire image is indexed. Shape metrics, such as centroid and area, can then be calculated for each index.

30.

uTrack uses the amplitude field to improve the robustness of its tracking over time, especially when there are gaps in the tracks. The columns of zeros appended to coordinates and amplitude in the movieInfo structure are required by uTrack as indicators of the standard deviation associated with each feature.

31.

If the position of the microscope was disturbed for any reason during imaging (e.g. while adding a treatment), the sudden shift in position of each cell can severely affect tracking. It can be mitigated by identifying the magnitude and direction of the shift and adding the proper values to all X and Y coordinates after the shift event, prior to tracking.

32.

uTrack offers many operation parameters. Our typical usage is reflected here. Refer to the documentation for uTrack or your preferred particle tracking software for implementation details.

33.

Time range is scaled to be approximately 15 minutes, and radius of interest 25 μm for cultured MCF-10A cells. Scalings should be modified to suit the cell type and experiment at hand.

34.

Each tracksCoordAmpCG entry contains 8 values per time point, the first two of which are the X and Y coordinates. To access sequential coordinates in time, every eighth element of the array must be used.

35.

If the amount of data is too large to keep all of the masks images in memory, binary mask images may be compressed using MATLAB’s bwpack and bwunpack functions.

36.

Having converted the mask image to a label matrix sets each mask’s value to an integer, instead of using binary (true/false). This prevents masks from ever merging during dilation, as none have the same value. By performing the dilation twice, once with the label matrix indices inverted, the regions where overlap occurs can be observed and removed (since it is unclear which cell is there).

37.

We recommend a minimum of 2 pixel thickness for the annulus, and a 1 pixel gap between the nuclear and cytoplasmic masks. Scaling these with the nucleus size provides more robust mask generation, where 0.05 of the maximum expected diameter has been effective.

38.

If multiple image channels are available (e.g. from different wavelength fluorescent proteins), each should be included in the for-loop using the same masks.

39.

If a two-channel ratiometric reporter is expected to vary within a cell (e.g. a FRET reporter localized to organelles), the ratio may be calculated on a pixel-by-pixel basis, before taking the mean value over the mask.

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