Introduction to Fluorescence
The mechanism of fluorescence
Fluorescent molecules, also called fluorophores or simply fluors, respond distinctly to light compared to other molecules. As shown below, a photon of excitation light is absorbed by an electron of a fluorescent particle, which raises the energy level of the electron to an excited state. During this short excitation period, some of the energy is dissipated by molecular collisions or transferred to a proximal molecule, and then the remaining energy is emitted as a photon to relax the electron back to the ground state. Because the emitted photon usually carries less energy and therefore has a longer wavelength than the excitation photon, the emitted fluorescence can be distinguished from the excitation light. The excitation and photon emission from a fluorophore is cyclical, and until the fluorophore is irreversibly damaged (see Photobleaching; below), it can be repeatedly excited. Because fluorophores can therefore emit numerous photons through this cycle of excitation and emission, fluorescent molecules are used for a broad range of research applications.
Fluorescent Labeling and Detection Guide
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Both the excitation and emission wavelengths are specific characteristics for each fluorophore, and while these wavelengths are discrete for monoatomic fluorophores, polyatomic fluorophores exhibit broad excitation and emission spectra. The spectra for fluorescent molecules (both mono- and polyatomic) are graphed on x,y plots that indicate the wavelengths that correspond to the maximum and minimum excitation and emission signal intensity for each fluorophore, as shown below (left panel). It is important to note that while the emission wavelength is independent of the excitation wavelenth due to partial loss of energy prior to emission (as shown above), the emission intensity is proportional to the amplitude of the excitation wavelength, as indicated by the excitation energies (Ex1 and Ex2) and their corresponding emission intensities (Em1and Em2, respectively) in the graph below (right panel)(2).
The distance between the excitation and emission wavelengths is called the Stokes Shift (see below) and is a key aspect in the detection of the emitted fluorescence in biological applications. The Stokes shift is also a distinct characteristic of each fluorophore. For example, the detection of emitted fluorescence can be difficult to distinguish from the excitation light when using fluorophores with very small Stokes shifts (right panel), because the excitation and emission wavelengths greatly overlap. Conversely, fluorophores with large Stokes shifts (left panel) are easy to distinguish because of the large separation between the excitation and emission wavelengths. The Stokes shift is especially critical in multiplex fluorescence applications, because the emission wavelength of one fluor may overlap, and therefore excite, another fluor in the same sample.
Range of colors
The electromagnetic spectrum is the broad range of all wavelengths of electromagnetic radiation, and the visible light spectrum is limited to a very small subset of wavelengths, as shown below. Early fluorescence-based research applications employed fluorophores that only emitted in the visible range of the electromagnetic spectrum (390-700nm) because of the limitations in detecting beyond the visible spectrum. Technological advances now allow the detection of fluorophores beyond the boundaries of the visible spectrum and into the ultraviolet (UV) and infrarad (IR) ranges of the electromagnetic spectrum. These new fluorophores and detectors offer greater variability, versatility, and multiplexing capabilities for new and developing applications.
The brightness of a given fluorophore is determined by the molar extinction coefficient and quantum yield, both of which are specific for each fluor. The molar extinction coefficient (ε) is defined as the quantity of light that can be absorbed by a fluor at a given wavelength and is measured in M-1 cm-1. The quantum yield (Φ) is calculated as the number of photons that are emitted by the fluor divided by the number of photons that are absorbed. This calculation provides the efficiency of a fluorophore and has a maximum of 1. The brightness of a fluorophore is then calculated as the product of ε and Φ.
Types of Fluorophores
Fluorescence has been used in biological research for the last 100 years, although developments in fluorescence chemistry, along with technical discoveries, have fueled the development of many different kinds of fluorophores. The vast selection of fluorophores today provides greater flexibility, variation and fluorophore performance for research applications than ever before. Fluorophores can be divided into three general groups:
- Organic dyes
- Biological fluorophores
- Quantum dots
Each fluorophore has distinct characteristics, which should be considered when deciding which fluorophore to use for a given application or experimental system.
Synthetic organic dyes, such as fluorescein, were the first fluorescent compounds used in biological research. Derivatives of these original compounds have been produced to improve their photostability and solubility. These dyes are also derivitized to use in bioconjugation, especially fluorescein isothiocyanate (FITC), rhodamine (tetramethyl rhodamine isothiocyanate, TRITC) and commercial variants with greater performance. The small size of these fluors is a benefit over biological fluorophores for bioconjugation strategies because they can be crosslinked to macromolecules, such as antibodies, biotin or avidin, without interfering with proper biological function. A wide variety of dyes with characteristic excitation/emission spectra and optimal quantum yields and excition coefficients are commercially available for any fluorescence application.
While bioluminescence has been known for millenia, the first use of a biological fluorophore for research applications occurred in the 1990s, when green fluorescent protein (GFP) was cloned from the jellyfish Aequorea victoria and used as a gene expression reporter (3). Since that time, derivatives of the original GFP, phycobiliproteins (allophycocyanin, phycocyanin, phycoerythrin and phycoerythrocyanin) and many other proteins have been designed for use in biological expression systems, and their use is now commonplace in biological research.
The benefit of these types of fluorophores is that expression plasmids can be introduced into either bacteria, cells, organs or whole organisms, to drive expression of that fluorophore either alone or fused to a protein of interest in the context of the biological processes studied. The use of fluorescent proteins can be time consuming, and expressing large amounts of light-producing proteins can cause reactive oxygen species and induce artifactual responses or toxicity. Additionally, the size of the fluorescent protein can change the normal biological function of the cellular protein to which the fluorophore is fused, and biological fluorophores do not typically provide the level of photostability and sensitivity offered by synthetic fluorescent dyes.
Quantum dots are nanocrystals with unique chemical properties that provide tight control over the spectral characteristics of the fluor. Quantum dots were developed in the 1980s and since the 1990s have been increasingly used in fluorescence applications in biological research. Quantum dots are nanoscale-sized (2-50nm) semiconductors that, when excited, emit fluorescence at a wavelength based on the size of the particle; smaller quantum dots emit higher energy than large quantum dots, and therefore the emitted light shifts from blue to red as the size of the nanocrystal increases. And because quantum dot size can be tightly controlled, there is greater specificity for distinct excitation and emission wavelengths than other fluors.
Quantum dots have also been reported to be more photostable than other fluorophores, as one report showed that quantum dots remained fluorescent for 4 months in an in vivo imaging study (1). Additionally, quantum dots can be coated for use in different biological applications such as protein labeling. While the use of quantum dots in biological applications is increasing, there are reports of cell toxicity in response to the breakdown of the particles (4) and their use can be cost-prohibitive.
Fluorescence Detection and Quantitation
Many different types of fluorescence detection instruments have been developed, and while each is specific for distinct experimental methods, all fluorescence detection instruments have four basic requirements:
- An excitation light source, such as lasers, photodiodes, or lamps (xenon arc and mercury vapor being the most commonly used lamps)
- A fluorophore
- Filters to isolate specific wavelengths to excite different fluorophores
- A detector that records the output, which is usually an electronic signal
While this list is not exhaustive and new instrumentation is continually developed, common fluorescence detection instrumentation includes:
- Fluorescent microscopes – detect localized fluors in samples in both two and three dimensions
- Fluorescence scanners, such as microarray readers – detect localized fluors in samples in two dimensions
- Spectrofluorometers and microplate readers – record the average fluorescence in samples
- Flow cytometers – analyze the fluorescence of individual cells in a sample population
With the advent of digital microscopy, fluorescent signal quantitation has become commonplace in all fluorescent applications and provides the ability to measure a broad range of parameters, including:
- Cell number
- Amount of fluorophore localized to cells or even discrete cellular compartments
- Rate of gene expression and protein synthesis
- Rate of cell motility or movement of intracellular components
- Amount of DNA, RNA or protein in a sample
- DNA, RNA or protein sequence
- Enzyme activity
Fluorescence quantitation requires specialized software and, depending on the experimental approach, fluorescent standards may be required to calibrate the instrumentation.
Fluorescent labeling is the process of covalently attaching a fluorophore to another molecule, such as a protein or nucleic acid. This is generally accomplished using a reactive derivative of the fluorophore that selectively binds to a functional group present in the target molecule. The most commonly labeled molecules are antibodies, which are then used as specific probes for the detection of a particular target. Fluorescent labeling can be applied to a wide variety of detection systems and allows sensitive and quantitative measurement.
A chemically reactive derivative of a fluorophore is required for labeling molecules. Common reactive groups include amine-reactive isothiocyanate derivatives including FITC, amine-reactive succinimidyl esters such as NHS-fluorescein or NHS-rhodamine, and sulfhydryl-reactive maleimide-activated fluors such as fluorescein-5-maleimide. Reaction of any of these reactive dyes with another molecule results in a stable covalent bond formed between the fluorophore and the labeled molecule. Isothiocyanates have long been used as a primary reactive chemistry for attaching fluorescent dyes to proteins through the primary amines of lysine side chains. NHS-ester chemistry is now the preferred labeling method, because it has greater specificity towards primary amines and produces a more stable linkage following the labeling procedure. Sulfhydryl-reactive chemistries occupy a smaller niche in protein labeling where lysine residues must be preserved or where a cysteine residue is specifically targeted to localize the fluorescent dye on the labeled protein.
Molecules must be labeled sufficiently to detect the fluorescent signal while not interfering with the normal biological characteristics of the molecule, including function, solubility, binding capacity or activation. Therefore, fluorescent labeling requires optimization.
Unreacted fluorophore removal
Following a fluorescent labeling reaction, it is often necessary to remove any nonreacted fluorophore from the labeled target molecule. This is usually accomplished by size exclusion chromatography, taking advantage of the size difference between the fluorophore and labeled protein, nucleic acid, etc. However, many fluorophores interact with typical separation matrices causing poor recovery and separation. For this reason, specialized dye removal columns that account for the hydrophobic properties of fluorescent dyes are preferred.
Factors that Influence Fluorescence Emission or Detection
Fluorophore emission can be directly influenced by interaction with other fluorescent or non-fluorescent molecules, which can "quench" the emitted fluorescence from the excited fluorophore. Fluorescence quenching is often used to determine the activation status of proteins or identify gene expression, since quenchers can be designed to be added or removed in response to biological events.
The extent of quenching depends on the nature of the quencher molecule (fluorophore or non-fluorophore), the type of interaction, and the wavelength of energy that is emitted by the fluor. Methods of fluorescent quenching include fluorescence resonance energy transfer (FRET), collision quenching and contact quenching, which are diagrammed below.
In FRET (also called Förster resonance energy transfer), the excitation light raises a "donor" fluor to an excited state, which results in the release of a photon. An "acceptor" molecule, which can be another fluor or a non-fluorescent molecule, is designed to be in close enough proximity with the donor fluor to absorb the emitted photon, which then effectively quenches the emitted light in the case of non-fluorescent molecules. The emitted photon is also quenched when using fluors as quenchers, and if the absorbed photon is within the excitation wavelength range of the second fluor, the acceptor electron will be raised to an excited state and release a photon at the wavelength of the acceptor fluor. The use of another fluor as a quencher is often used to detect the quenched state of the donor fluor, because instead of detecting fluorescence at a known wavelength in response to excitation of the donor fluor, a quenched fluor would emit at the wavelength of the quenching fluor.
Contact quenching occurs when the fluorophore is complexed with a quenching molecule prior to excitation; because of direct contact of the fluor with the other molecule, the energy from excitation is immediately transferred to the contact molecule, and this energy is then lost by heat. Collision quenching occurs when an excited fluorophore reacts with a quencher molecule in solution, which immediately causes the transfer of energy to the contact molecule and the relaxation of the excited fluor.
Fluorophore detection in a given experiment can be obscured by high background fluorescence, which is most commonly caused by insufficient removal of nonbound fluorescent probe or sample autofluorescence. Thorough washing or a reduction in the concentration of fluorescent probe can reduce background fluorescence. However, consideration of the right probe sets or equipment is required to address autofluorescence, which is defined as the endogenous fluorescence of components in a sample. Autofluorescence in biological samples most often emits when using shorter-wavelength excitation light (usually <500nm). Therefore, autofluorescence can be minimized or avoided by either using fluors that do not excite in the same spectrum as the sample or filter sets that narrow the excitation light specificaly to that of the target fluor(s).
Low fluorescence intensity can limit the detection of the target fluorophore, especially when background fluorescence is high. Fluorescence intensity can be augmented by increasing the number of fluorescent molecules at the target site. This can be done by using either a higher concentration of the probe in the experiment or amplification methods to increase the localization of the fluorophore to the target site. Both approaches can negatively affect signal detection, though, because increasing the concentration of probe can precipitate probe molecules and cause cellular distortions (especially with intracellular probes) or self-quenching (because of the high level of intermolecular interactions; see Quenching above) or induce cell death.
Besides accumulating the number of fluorescent probes in a system, low fluorescence intensity can sometimes be increased by raising the excitation light intensity because the excitation intensity is directly proportional to the excitation energy. Using this approach must be balanced, though, with avoiding photobleaching the fluorophore, as described below.
Photobleaching is caused by the irreversible destruction of fluorophores due to either the prolonged exposure to the excitation source or exposure to high-intensity excitation light. Photobleaching can be minimized or avoided by exposing the fluor(s) to the lowest possible level of excitation light intensity for the shortest length of time that still yields the best signal detection; this requires optimization of the detection method using high sensitivity CCD cameras, high numerical aperture objective and/or the widest bandpass emission filter(s) available. Other approaches include using fluorophores that are more photostable than traditional fluorophores and/or using antifade reagents to protect the fluor(s) against photobleaching. Steps to avoid photobleaching are not feasible for all detection methods and should be optimized for each method used. For example, antifade reagents are toxic to live cells, and therefore they can only be used with fixed cells or tissue. Furthermore, some detection methods, such as flow cytometry, normally do not require steps to avoid photobleaching because of the extremely short exposure time of the fluorophore to the excitation source.
- Ballou B. et al. (2004) Noninvasive imaging of quantum dots in mice. Bioconjug Chem. 15, 79-86.
- Cazes J. (2001) Encyclopedia of chromatography. New York: Marcel Dekker. xxx, 927 p.
- Chalfie M. et al. (1994) Green fluorescent protein as a marker for gene expression. Science. 263, 802-5.
- Mahendra S. et al. (2008) Quantum dot weathering results in microbial toxicity. Environ Sci Technol. 42, 9424-30.
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