Neu Et Al - 2015 - Optical Clearing in Collagen - and Proteoglycan-Rich Osteochondral Tissues
Neu Et Al - 2015 - Optical Clearing in Collagen - and Proteoglycan-Rich Osteochondral Tissues
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Osteoarthritis Cartilage. Author manuscript; available in PMC 2016 March 01.
Published in final edited form as:
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Abstract
Objective—Recent developments in optical clearing and microscopy technology have enabled
the imaging of intact tissues at the millimeter scale to characterize cells via fluorescence labeling.
While these techniques have facilitated the three-dimensional cellular characterization within
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brain and heart, study of dense connective tissues of the musculoskeletal system have been largely
unexplored. Here, we quantify how optical clearing impacted the cell and tissue morphology of
collagen-, proteoglycan-, and mineral-rich cartilage and bone from the articulating knee joint.
Methods—Water-based fructose solutions were used for optical clearing of bovine osteochondral
tissues, followed by imaging with transmission and confocal microscopy. To confirm preservation
of tissue structure during the clearing process, samples were mechanically tested in unconfined
compression and visualized by cryoSEM.
Results—Optical clearing enhanced light transmission through cartilage, but not subchondral
bone regions. Fluorescent staining and immunolabeling was preserved through sample
preparations, enabling imaging to cartilage depths 5 times deeper than previously reported, limited
only by the working distance of the microscope objective. Chondrocyte volume remained
unchanged in response to, and upon the reversal, of clearing. Equilibrium modulus increased in
cleared samples, and was attributed to exchange of interstitial fluid with the more viscous fructose
solution, but returned to control levels upon unclearing. In addition, cryoSEM-based analysis of
cartilage showed no ultrastructural changes.
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Conclusion—We anticipate large-scale microscopy of diverse connective tissues will enable the
study of intact, three-dimensional interfaces (e.g. osteochondral) and cellular connectivity as a
function of development, disease, and regeneration, which have been previously hindered by
specimen opacity.
© 2014 Osteoarthritis Research Society International. Elsevier Ltd. All rights reserved.
*
Corresponding Authors: Corey Neu Tel: (765) 496-1426, Fax: (765) 494-0902, [email protected]; Sarah Calve Tel: (765) 496-1768,
Fax: (765) 494-0902, [email protected].
AUTHOR CONTRIBUTIONS
CPN, TN, and SC designed the studies. All authors performed experiments, analyzed data, and prepared the manuscript.
CONFLICT OF INTEREST
There are no conflicts of interest.
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Neu et al. Page 2
Keywords
confocal microscopy; articular cartilage and bone; SeeDB; chondrocyte
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INTRODUCTION
Articular cartilage and bone exhibit a gradient in structural heterogeneity through the depth
of the layered osteochondral tissue that gives rise to unique functional and biological
properties [1]. At the articular surface, where cartilage counterfaces contact in the joint to
permit normal daily activities like walking and running, type II collagen fibrils run parallel
to the surface, and are covered by a molecularly (i.e. nanometer) thin boundary lubricating
material, including superficial zone protein (aka SZP/lubricin/PRG4), that contributes to low
friction and wear [2]. Beneath this superficial zone, the extracellular matrix (ECM) of the
middle zone is characterized by randomly oriented type II collagen fibrils and localization of
cartilage oligomeric protein (COMP; [3]). Type X collagen is a characteristic marker of
hypertrophic chondrocytes at or near the deep zone [4, 5], while type II collagen fibrils
orient perpendicular (and anchor) to the calcified cartilage and subchondral bone. Cell and
pericellular matrix morphology, proteoglycan (e.g. aggrecan) expression, and water content
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all vary by tissue depth from the surface, giving rise to zonal cellular subpopulations within
a load-bearing viscoelastic and anisotropic tissue. Importantly, cartilage tissue structure is
altered – degraded, worn, and softened – during aging and through the progression of
osteoarthritis (OA), a debilitating disease affecting tens of millions of people in the United
States alone [6]. Moreover, recapitulation of the normal osteochondral tissue structure
remains an elusive target for scientists designing regenerative medicine and tissue
engineering strategies [7].
Cartilage and bone microstructure has historically been visualized in situ by optical
microscopy. Unfortunately, the penetration depth of light in confocal microscopy is
influenced by the tissue structure of the collagen-, proteoglycan-, and mineral-rich tissue,
which limits the absorption of excitation energy and increases scattering of excitation and
emission fluorescent photons, and therefore also limits the understanding of native
osteochondral tissue structure. In cartilage, chondrocytes have been visualized in 3D by
confocal microscopy, although only to depths of less than ~100 μm [8, 9]. Two-photon
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microscopy is capable of penetrating deeper in tissue owning in part to the use of longer
wavelength excitation light [10, 11]. In a direct comparison of optical imaging of cartilage,
two-photon microscopy provided visualization of calcein-loaded chondrocytes to a depth of
~300 μm (or approximately a two-fold increase over one-photon excitation), depending on
the wavelength and setup of the optical system [12]. Nonlinear optical microscopy,
including second harmonic generation, provides increased depth of imaging in thick tissues,
to ~400 μm, though collagen and extracellular matrix are typically visualized without
revealing detail of embedded cells or cellular substructures [13, 14]. Moreover,
histomorphometry techniques are widely used to study osteochondral tissues, but they
require invasive (~5 μm thick) sectioning that limit a full three-dimensional characterization
of cells throughout the complex osteochondral tissue, and in the context of disease and
regeneration.
Optical Clearing
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Osteochondral tissues were cleared using a fructose-based optical clearing agent [15]
(Figure 1D; sample sizes for each assay defined subsequently). Clearing solutions were
prepared using D-(−)-fructose dissolved in ultrapure (milliQ) water of increasing
concentrations (i.e., 20%, 40%, 60%, 80%, 100% and 115% wt/vol), with 0.5% α-
thioglycerol added to prevent browning. Tissues were placed in ~1 mL of each concentrated
fructose solution overnight at room temperature and under a gentle rocking motion.
Unclearing of osteochondral tissues was achieved by reversing the clearing process, through
daily equilibration in tissues in fructose solutions of decreasing concentrations, to PBS.
using a stereo dissecting microscope (Leica M80, Wetzlar Germany). Tissues were placed
on a printed grid pattern (with grid spacing=2.1 mm), and images were acquired with front
and back lighting to visualize both the tissue and grid pattern.
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Cartilage and chondrocyte morphology was further visualized with selective chemical labels
and by immunofluorescence. Tissue discs (n=3) were cut in hemicylinders, allowing for an
increased number of labels per sample, with four available excitation laser wavelengths
(405, 488, 555, 633 nm) on a confocal microscope system (Nikon A1Rsi, Melville, NY),
and a 20× multi-immersion objective (Plan Fluor, NA=0.75, working distance≈300μm).
Staining reagents were diluted in 0.2% bovine serum albumin in PBS and obtained from
Life Technologies unless otherwise noted. Samples were stained with primary antibodies for
72hrs at 4°C with gentle rocking, rinsed with PBS 3 × 30 min at room temperature, stained
with fluorescently-labeled secondary probes for 72hrs at 4°C with gentle rocking, rinsed
again with PBS 3 × 30 min at room temperature before gradual equilibration in concentrated
fructose. For half of the samples, primary labels were superficial zone protein (aka SZP/
lubricin/PRG4; 1:500; mAb S6.79 [24]; 555 nm) and fibrillin-2 (1:200; kindly provided by
Prof. R. Mecham, Washington University, St. Louis; 633 nm) and counterstained with
Hoechst 34580 (1:500; to label DNA), phalloidin (1:200; to label actin), donkey anti-mouse
AF555 (1:500; to label SZP) and donkey anti-rabbit AF647 (1:500; to label fibrillin-2). For
the other half of the samples, primary labels were perlecan (1:100; Santa Cruz
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Mechanical Testing
Mechanical testing was performed in unconfined compression on cartilage samples to
determine the effect of both paraformaldehyde (PFA) fixing and optical clearing on material
properties. Specifically, cartilage samples (n=6, ø = 5.0 mm, 1.6 mm height) were assigned
cartilage over the time duration required for chemical exchanges (Figure 1D), a separate
(control) experiment was performed with samples (n=3) incubated under identical
conditions as optically cleared samples, but without undergoing the clearing process.
Unfixed samples were supplemented with 0.02% sodium azide and protease inhibitor
cocktail (Sigma, St. Louis MO) to prevent proteolytic degradation. Cartilage explants were
tested in unconfined compression using a servoelectric materials testing system
(TestResources, Shakopee, MN). Samples were compressed in 5% nominal strain
increments at a physiological strain of 17.9% s−1 coupled with a 10-minute hold (stress
relaxation) [2]. All tests were performed in a 1× PBS bath at 25°C. Relaxation period was
set to ensure that stress equilibrium was achieved (no significant force slope). The solid
platen was lowered until a prestress of 0.3 N was achieved, ensuring full contact with the
sample. Engineering stress was determined using initial sample geometry and a 50-lbf load
cell (LPM 512, Cooper Instruments, Warrenton VA) at a sampling rate of 100 Hz.
Instantaneous modulus was calculated based on the largest (compressive) stress experienced
during each strain step, from which equilibrium modulus was calculated as an average of
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100 data points at the end of each relaxation period, as previously described [25]. Data was
analyzed using a custom MATLAB algorithm.
Statistics
All data were analyzed using Minitab v.16 Statistical Software (Minitab Inc., State College
PA). Cell volumes were compared using a repeated-measures analysis of variance
(ANOVA). Instantaneous and equilibrium modulus were compared using a two-factor
ANOVA, with fixation and optical clearing as fixed main effects, with post-hoc tests to
compare differences between cleared and uncleared samples. Equilibrium modulus was not
found to have a normal distribution, and was transformed to normality via a log transform
prior to ANOVA analysis. Mechanical properties of samples that did not undergo the
clearing process were compared to uncleared samples via one-way ANOVA, with fixation
as the main effect. Porosity was compared using a nested ANOVA, with fixation and optical
clearing as fixed main effects, sample as a random effect, and the image locations nested
within samples. The residuals of each model were inspected and met the assumptions of
ANOVA (i.e. homogeneity of variances and normality) or were transformed as described
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such that they did meet the assumptions of ANOVA. All data is presented as mean ±
standard deviation.
RESULTS
Transmission and Confocal Microscopy Enable Deep Microscopy in Cartilage
Optical clearing reveals light transmission through cartilage, but not blood-rich subchondral
bone regions (Figure 2). In 2.5 mm thick samples from both load-bearing and non-load-
bearing joint regions, cartilage became translucent following graded immersion in
concentrated fructose solutions, revealing printed grid patterns on an underlying substrate.
Translucent tissues regained normal (control) opacity following reversible graded immersion
in PBS.
Fluorescent labeling was preserved through sample preparations, enabling standard confocal
imaging to depths approaching 500 μm (Figure 3). The outlines of individual chondrocytes
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(DiI, red) and their nuclei (Hoechst, blue) could be imaged through the superficial zone (z=1
μm) to deep within the cartilage middle zone (z=440 μm), which was limited by the working
distance of the microscope objective employed. Moreover, there was no significant change
in average cell volume (n=10) in control (399.6±218.9 mm3), cleared (390.6±218.4 mm3),
and uncleared samples (402.4±216.8 mm3) (p>0.050) (Figure 4). Normalized cell volume on
average was slightly lower in cleared samples, though not significant, and qualitatively
demonstrated improved definition of membrane morphology (Figure 4A).
samples (p<0.050). All other comparisons for instantaneous modulus were not significantly
different. Post-hoc analysis of equilibrium moduli showed that cleared samples (fixed and
unfixed) were significantly higher than uncleared-fixed samples. When the time-dependent
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or clearing-related changes in cartilage over the time duration required for chemical
exchanges was assessed, instantaneous and equilibrium moduli unfixed/fixed samples were
found to be 2.6±0.3/2.3±0.8 MPa (control) and 0.2±0.0/0.2±0.1 MPa (uncleared),
respectively, with no statistical difference for any main effects or interactions (all p>0.300).
DISCUSSION
The purpose of this study was to investigate the effect of fructose-based optical clearing
agents on collagen-, proteoglycan-, and mineral-rich osteochondral tissues, and to
characterize patterns of cellular networks within tissues in situ. We found that optical
clearing permits light transmission through 2.5 mm-thick cartilage tissue, but not bone
regions. Fluorescent imaging was performed using standard (one-photon) confocal imaging
with penetration depths limited only by the working distance of the microscope objective.
Tissue morphology remained unchanged and material properties returned to control levels in
uncleared tissues, indicating that the structural integrity was conserved during the clearing
process
Optical clearing reveals light transmission through cartilage, but not blood-rich subchondral
bone regions. Sample preparations did not alter fluorescent labeling, which enabled imaging
to cartilage depths limited by the working distance of our microscope objectives. Hoechst,
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DiI and phalloidin were capable of penetrating deep into the cartilage matrix prior to
fixation (Figures 3–6), which may be related to their small molecular weight. In contrast,
some (perlecan), but not all (types II and VI collagen) primary antibodies were able to
penetrate the dense matrix and bind to deep tissue structures. Therefore, care should be
taken to evaluate antibodies and labeling systems for intended visualization of molecular
targets. A distinct disadvantage of current clearing techniques is that they do not permit
visualization of viable cells, which will impact the design of experiments for time-course
studies of cellular dynamics.
Cellular connectivity was observed in some load-bearing cartilage tissues. Cartilage is often
viewed as a matrix-rich tissue containing only a sparse distribution of chondrocytes that are
often separated by both a local pericellular and bulk interstitial matrix. Our data supports
(e.g., cadherins, connexins) may be involved in the transduction of mechanical force, which
would compliment existing proposed mechanisms based on TGF-β signaling for SZP/
lubricin/PRG4 in the superficial zone of load-bearing cartilage [23]. Additionally, 3D
cellular morphology changes in the progression of osteoarthritis, which suggests that
connectivity may be enhanced during, or involved as a response to, cartilage disease [9, 27–
30]. We expect that the role of cellular connectivity and associated mechanisms may be
further elucidated through application of optical clearing in normal and diseased tissues
from a variety of human, bovine, murine, and related species.
Throughout the clearing process, instantaneous and equilibrium moduli remained within
typical cartilage mechanics for all samples [25, 31]. Both instantaneous and equilibrium
moduli increased when cleared. While there was a significant decrease in the moduli for
uncleared samples, comparison to control samples (that were incubated without undergoing
the clearing process) revealed similar trends, suggesting that the effect was due to time-
dependent changes (e.g. proteolytic breakdown) of the matrix, and not the clearing process.
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At this stage, the mechanistic basis of increased mechanical properties during cartilage
clearing is unclear. Compressive properties of articular cartilage are largely dependent on
porous resistance to interstitial fluid flow [32, 33]. We believe the increased viscosity of the
fructose solution in the interstitium greatly contributes to the increase of mechanical
properties seen in the results. However, other interesting mechanical observations have been
observed in optical clearing using sugars and sugar alcohols. Specifically, hydrogen bond
dissociation, and related loss of high order fibril structure has been shown to occur with
optical clearing utilizing these agents [34, 35]. It has been postulated that the loss of non-
covalent bonds due to this dissociation causes the immediate engagement of stiffer, covalent
bonds such as those found in collagen crosslinks, resulting in higher tissue stiffness [35].
Within the scope of this work, the independent or interactive effects of these mechanisms
are not able to be uncoupled, but are of significant importance to be studied further.
However, our results, showing no significant change in cell morphology, may suggest
minimal microstructural changes as a result of optical clearing and may further suggest the
bulk of the mechanical differences are a result of interstitial fluid property changes.
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Considering all of these possibilities, these results still show that the clearing process can be
performed, and combined with a multitude of labeling techniques as shown herein, while
maintaining little fluctuation in the mechanics of the environment.
Clearing process does not impact tissue structural morphology or ultrastructure as assessed
by cryo-SEM. This, along with other data presented herein, indicate that the clearing process
produces no apparent alteration to the overall structure of the tissue. These results are
consistent with previous literature discussing the reversibility of sugar and sugar alcohol
based clearing while recovering original morphology [34, 35]. Previous research has
asserted that the replacement of interstitial fluid with sugar or sugar alcohols disrupts
hydrogen bonding in high order collagen structures, lending to the optical clearing effect
[35]. Unfortunately, we were unable to assess cartilage morphology in the cleared state to
support or refute these results. All samples were assessed via cryo-SEM, which requires an
aqueous interstitium such that critical point drying can be used to reveal tissue morphology.
Due to the inability of fructose to sublimate under similar conditions, cryo-SEM was not
suitable for analysis. When considered alongside the lack of mechanical difference in
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control and uncleared cartilage as well as associated fluorescence data, it is apparent that
minimal structural and morphological alterations occur to the tissue as a result of the
clearing process. These results suggest that enhanced light transmission is primarily a result
of solvent exchange.
Microscopy of diverse collagen- and proteoglycan-rich tissues will enable the study of
intact, 3D interfaces in situ in cartilage and related (e.g., ligamentous) connective tissues.
Moreover, we anticipate widespread use of optical clearing for the investigation of cellular
connectivity and tissue structure as a function of development, disease, and regeneration,
which have been previously hindered by specimen opacity.
Acknowledgments
The authors are grateful for technical assistance provided by Aaron Taylor, Ph.D., in the Multi-Scale Imaging
Center at Purdue University, and for use of the SZP and fibrillin-2 antibodies, provided by Thomas Schmid, Ph.D,
and Robert Mecham, Ph.D, respectively. This research was supported in part by NIH grants R01 AR063712, R21
AR064178, R21 AR066230 (CPN), R03 AR065201 (SC), NSF CAREER 1349735 (CPN), and an NSF Graduate
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Figure 3. Visualization of fluorescent markers observed through the cartilage depth are limited
by the working distance of the microscope objective
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(A) Fluorescent labeling of cell membranes (DiI, red) and nuclei (Hoechst, blue) enabled the
visualization by standard confocal microscopy of chondrocytes deep into the middle zone
(MZ), limited by the working distance of the objective. Superficial zone chondrocyte
morphologies were visualized as flat and spread (at 1 μm), whereas MZ cells maintained a
more typical rounded phenotype. (B) Three-dimensional rendering of chondrocytes show
variations in cell patterning from the articular surface (top) to deep tissue regions. Scale bar
= 20 μm.
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Figure 4. Cell volume does not change through the reversible clearing process
(A) Cell morphology of a representative cell stained with DiI remained qualitatively
unchanged following clearing and unclearing. (B) The volume of individual chondrocytes
was computed across the three conditions. There was no significant change in average cell
volume (n=10) in control (399.6±218.9 mm3), cleared (390.6±218.4 mm3), and uncleared
samples (402.4±216.8 mm3) (p>0.050). Cleared samples typically provided better definition
of membrane structure, with less scatter, as indicated by the improved definition of
membrane morphology and the slight reduction in normalized volume.
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Figure 5. Fluorescent labeling was observed in cartilage from the medial condyle by confocal
microscopy at a depth of 200 μm
(a) The characteristic morphology of chondrocytes at the superficial articular surface and
deep zones near the osteochondral interface was revealed by staining for nuclei (Hoechst,
blue) and actin filaments (phalloidin, green). Immunolabeling of superficial zone protein
(aka SZP/lubricin/PRG4; white arrows) and fibrillin-2 was observed at the articular surface,
although it is not clear whether penetration of the antibodies through the dense matrix was
achieved. (b) Immunolabeling of perlecan (green), showing increased volume of the
pericellular matrix compared to the actin-labeled cell volume alone (yellow and red arrows).
Immunolabeling for types II and VI collagen could not be observed at the imaging depth of
200 μm. Scale bars = 20 μm.
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Figure 6. Cellular connectivity was observed in the load-bearing regions of articular cartilage
following optical clearing
(A) Chondrocytes in the load-bearing regions of lateral condyles showed connectivity and
protrusions (white arrows) compared to non-load-bearing regions. Cartilage was stained for
SZP/lubricin/PRG4 (red), actin (green), and DNA (blue). Scale bars = 20 μm. (B) Three-
dimensional renderings of chondrocytes confirm cell connectivity. Bounding box
dimensions = 40×40×20 μm3 (l×w×h).
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Figure 7. Bulk mechanics of cartilage was not changed after reversal of optical clearing
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Cartilage instantaneous and equilibrium moduli depended on optical clearing (p<0.013), but
not fixation (p>0.855) or their interaction (p>0.831). Post-hoc analysis for instantaneous and
equilibrium modulus revealed significant differences between cleared samples and uncleared
samples (p<0.050).
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Figure 8. Optical clearing does not alter articular cartilage structural morphology
Representative SEM images of articular cartilage ultrastructure in control (pre-cleared) and
uncleared samples. Images at 20,000× (A) and 40,000× (B) reveal no qualitative or
discernible differences in fibril and pore structural morphology. Scale bar (A) 4 μm and (B)
2 μm.
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