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The Development of Fluorescence Intensity Standards.


The use of fluorescence as an analytical technique An analytical technique is a method that is used to determine the concentration of a chemical compound or chemical element. There are a wide variety of techniques used for analysis, from simple weighing (gravimetric) to titrations (titrimetric)to very advanced techniques using  has been growing over the last 20 years. A major factor in inhibiting more rapid growth has been the inability to make comparable fluorescence intensity measurements across laboratories. NIST (National Institute of Standards & Technology, Washington, DC, www.nist.gov) The standards-defining agency of the U.S. government, formerly the National Bureau of Standards. It is one of three agencies that fall under the Technology Administration (www.technology.  recognizes the need to develop and provide primary fluorescence intensity standard (FIS FIS n abbr (BRIT) (= Family Income Supplement) → ayuda estatal familiar ) reference materials to the scientific and technical communities involved in these assays. The critical component of the effort will be the cooperation between the Federal laboratories, the manufacturers, and the technical personnel who will use the fluorescence intensity standards. We

realize that the development and use of FIS will have to overcome many difficulties. However, as we outline in this article, the development of FIS is feasible.

Key words: fluorescence intensity; quantitative fluorescence; standards.

Accepted: August 21, 2000

Available online: http://www.nist.gov/jres

1. Introduction

Fluorescence-based assays have become important in health and research. Fluorescence assays have an advantage over other techniques in terms of increased sensitivity, selectivity, and simplicity of use. The majority of cellular assays require high levels of sensitivity to measure probe molecules that bind to their membranes. Probe molecules that bind to cells are designed to provide specific information about cell populations. For example, monoclonal antibodies This is a list of monoclonal antibodies, antibodies which are clones of a single parent cell. When used as medications, the generic names end in -mab (see "Nomenclature of monoclonal antibodies").  that are directed against a specific cluster of determination (CD) antigen may provide positive identification of a specific subpopulation sub·pop·u·la·tion  
n.
A part or subdivision of a population, especially one originating from some other population: microbial subpopulations.

Noun 1.
 of biological cells. Furthermore, being able to quantify the number of those binding antibodies can give insight as to the level of maturation, activity, or pathology of the specific cell population [1]. In general, such insights provide basic understanding relating to relating to relate prepconcernant

relating to relate prepbezüglich +gen, mit Bezug auf +acc 
 the condition and functional biology of the cells. Such biological insight in a clinical environment can be valuable with respect to the diagnosis an d prognosis of patients. Fluorescence is the most commonly used detection modality modality /mo·dal·i·ty/ (mo-dal´i-te)
1. a method of application of, or the employment of, any therapeutic agent, especially a physical agent.

2.
 for DNA sequence DNA sequence Genetics The precise order of bases–A,T,G,C–in a segment of DNA, gene, chromosome, or an entire genome. See Base pair, Base sequence analysis, Chromosome, Gene, Genome.  analysis and for cytogenetic cytogenetic /cy·to·ge·net·ic/ (-je-net´ik)
1. pertaining to chromosomes.

2. pertaining to cytogenetics.


cytogenetic

pertaining to or originating from the origin and development of the cell.
 detection of chromosome alterations in human birth defects birth defects, abnormalities in physical or mental structure or function that are present at birth. They range from minor to seriously deforming or life-threatening. A major defect of some type occurs in approximately 3% of all births.  and cancer [2]. For example, accurate measurements for the HER2/neu oncogene oncogene

Gene that can cause cancer. It is a sequence of DNA that has been altered or mutated from its original form, the proto-oncogene (see mutation). Proto-oncogenes promote the specialization and division of normal cells.
 are the basis for therapeutic decisions in some breast cancer and prostate cancer prostate cancer, cancer originating in the prostate gland. Prostate cancer is the leading malignancy in men in the United States and is second only to lung cancer as a cause of cancer death in men.  patients. Thus, accurate fluorescence quantitation is an important medical diagnostic issue for these genetic tests. An overview of the current state of fluorescence intensity quantitation can be found in the October 1, 1998 issue of Cytometry (Vol. 33, No. 2). There one will find a description of available fluorescence intensity standards [3], a summary of problems, a perspective on future developments [4, 5], and an example of fluorescence intensity quantitation [6].

A general procedure in fluorescence-based assays is to conjugate conjugate /con·ju·gate/ (kon´jdbobr-gat)
1. paired, or equally coupled; working in unison.

2. a conjugate diameter of the pelvic inlet; used alone usually to denote the true conjugate diameter; see
 a fluorophore to some probe and use the fluorescence as an indicator of the presence of the probe molecules in the biological assay [7]. In addition to the advances in fluorophore conjugation conjugation, in genetics
conjugation, in genetics: see recombination.
conjugation, in grammar
conjugation: see inflection.
 chemistry, special instrumentation has been developed to detect these fluorescent probes, for example, flow cytometers [8] and digital fluorescence microscopy Noun 1. fluorescence microscopy - light microscopy in which the specimen is irradiated at wavelengths that excite fluorochromes
microscopy - research with the use of microscopes
 and image analysis. The data derived from these instruments are multi-parameter (there may be several fluorescence intensity signals and several scattering signals) and require sophisticated software to present the data in a meaningful manner, for example, histograms, color coded dot plots, and contour plots. The biological information being sought is dependent on all of these different factors as illustrated in Fig. 1, which shows the relation of all the components of a fluorescence-based biological assay. Clearly, there is a need for standard materials to verify the operation of the instrument such as wavelength standards Wavelength standards

Accurately known wavelengths of spectral radiation emitted from specified sources that are used to measure the wavelengths of other spectra.
 and spectral correction standards [9]. However, at present there is no NIST Standard Reference Material [TM] (SRM (1) (Storage Resource Management) The management of the storage resources in an organization in order to avoid duplication of files and to determine space utilization across all servers.  [TM]) available that would mimic the response of the conjugated conjugated
adj.
Conjugate.


estrogens, conjugated Warning - Hazardous drug!

C.E.S.
 fluorophore. It is the development and use of such a material (SRM [TM] in Fig. 1) that is the focus of this paper.

The majority of fluorescence-based biological assays measure fluorescence intensity and the results are dependent on the number of fluorescently labeled probes that bind selectively to the cells of interest in the assay (analyte) [10]. To obtain the number of probe molecules binding to the analyte, the measured fluorescence intensity is compared to the fluorescence intensity from a set of particles, each with a known number of fluorophores. This set of particles constitutes the fluorescence intensity standard (FIS). At first sight, it seems a simple matter to produce a FIS, namely, make a set of particles with different amounts of the fluorophore that is used in the biological assay. However, the complex nature of the fluorescence process makes this path more difficult than it appears. In short, the fluorescence from fluorophores attached to probes, which in turn are attached to analytes may be very different from fluorescence of the same fluorophore in solution or immobilized on particles. The fluorescence of a fluorophore is not an isolated molecular property, but depends to a high degree on the microenvironment microenvironment /mi·cro·en·vi·ron·ment/ (-en-vi´ron-ment) the environment at the microscopic or cellular level.  of the molecule. Thus the production of fluorescence intensity standards that would be applicable to all assays even using the same specific fluorophore molecule is a complex issue. In the following we discuss the nature of fluorescence, its measurement, and propose some reference materials.

2. Properties of Fluorescence

The properties of fluorescence have been described in many excellent books [11], here we provide only a summary of the facts pertinent to this work. The probability that a fluorophore will emit a photon is a product of the probability that a photon is absorbed and the probability that the excited state decays by emitting a photon (related to quantum yield The quantum yield of a radiation-induced process is the number of times that a defined event occurs per photon absorbed by the system. Thus, the quantum yield is a measure of the efficiency with which absorbed light produces some effect. ). The probability of absorption is expressed by the molecular extinction coefficient, [epsilon]([lambda]), [m.sup.2]/mol. The normalized (relative to the maximum absorption) molecular extinction coefficient of fluorescein fluorescein /flu·o·res·ce·in/ (fldbobr-res´en) a fluorescing dye; its sodium salt is used as a tracer in retinal angiography and as a diagnostic aid for revealing corneal trauma and fitting contact lenses.  is shown in Fig. 2. The important properties are the wavelength of maximum absorption and the spectral shape. Molecular extinction coefficients of fluorophore in aqueous aqueous /aque·ous/ (a´kwe-us)
1. watery; prepared with water.

2. see under humor.


a·que·ous
adj.
 solutions are somewhat sensitive to the microenvironment which tends to influence the energy of the electronic states. Thus changes in solution properties usually lead to shifts in the wavelength of maximum absorption and changes in the spectral shape. Figure 2 also shows the relative spectral function, s[lambda]), of the emitted (fluorescence) radiation when the excited state returns to the ground state. The important properties are the wavelength of maximum emission and the spectral shape. The initial excited electronic molecular state is in a sea of other excited states that become populated pop·u·late  
tr.v. pop·u·lat·ed, pop·u·lat·ing, pop·u·lates
1. To supply with inhabitants, as by colonization; people.

2.
 via various couplings to the initial state. As a consequence the de-excitation process has many possible paths many of which do not involve the emission of photons (non-radiative). The fluorophore microenvironment plays a crucial role in determining the de-excitation path and hence the quantum yield is a sensitive function of the microenvironment. Thus changes in solution properties usually lead to shifts in the wavelength of maximum emission and large changes in the quantum yield. The difference in the wavelengths of maximum absorption and maximum emission is called the Stokes shift Stokes shift is the difference (in wavelength or frequency units) between positions of the band maxima of the absorption and emission spectra (fluorescence and Raman being two examples) of the same electronic transition. It is named after Irish physicist George G. Stokes. . Fluorescein has a relatively small Stokes shift of approximately 20 nm, and as can be seen in Fig. 2 th ere is a substantial overlap between the absorption and emission spectra. Such an overlap leads to the possibility of resonant energy transfer between neighboring neigh·bor  
n.
1. One who lives near or next to another.

2. A person, place, or thing adjacent to or located near another.

3. A fellow human.

4. Used as a form of familiar address.

v.
 fluorophores providing yet another non-radiative path for de-excitation. This path (self-quenching) is important at high fluorophore concentrations.

3. Measurement of Fluorescence

The conceptual basis for measuring fluorescence intensity presented below is applicable to measurement techniques used by flow cytometers, spectrometers, and fluorescence imaging. Detailed description of the measuring process is available in the literature [12].

Given a source of photons with known energies (spectral characteristics), the excitation excitation

Addition of a discrete amount of energy to a system that changes it usually from a state of lowest energy (ground state) to one of higher energy (excited state). For example, in a hydrogen atom, an excitation energy of 10.
 optics will select a set of wavelengths that are incident on the sample. The excitation optics will illuminate a specific volume inside the sample (bounded by I and I' in Fig. 3). The collection optics will collect light emitted from a volume element that we call the detection volume (bounded by D and D' in Fig. 3). The total fluorescence intensity after the collection optics will depend on the overlap of the illumination and detection volumes and we call these overlapping volumes the sensing volume. Figure 3 is a schematic representation of the sensing volume. Only fluorophore molecules in the sensing volume can contribute to the fluorescence signal.

In addition, the fluorescence intensity depends directly on concentration of fluorophore in the sensing volume, molecular extinction coefficient, and the quantum yield. The collection optics will direct light of selected spectral range to the detector and provide a measurement of emission intensity over the selected range of wavelengths.

As a start, we define a simplified mathematical model
Note: The term model has a different meaning in model theory, a branch of mathematical logic. An artifact which is used to illustrate a mathematical idea is also called a mathematical model and this usage is the reverse of the sense explained below.
 of the detector output assuming that the detector is a photomultiplier tube A vacuum tube that converts light into electrical energy and amplifies it. Photomultiplier tubes are used in high-end drum scanners, because they are more sensitive to light than the CCD elements used in lower-cost devices.  (PMT See photomultiplier tube. ). The current from the PMT will be given by

[i.sub.F] = ge [[integral].sub.[lambda]] Q([lambda])[E.sub.F]([lambda])d[lambda] (1)

where g is the PMT gain, e is the elementary charge The elementary charge (symbol e or sometimes q) is the electric charge carried by a single proton, or equivalently, the negative of the electric charge carried by a single electron. , Q ([lambda]) is the quantum efficiency of the PMT photocathode Noun 1. photocathode - a cathode that emits electrons when illuminated
cathode - a negatively charged electrode that is the source of electrons entering an electrical device
 at wavelength [lambda], and [E.sub.F] ([lambda]) is the flux of fluorescence photons per unit wavelength at the wavelength [lambda]. The PMT current is a sum of fluorescence photons of all transmitted wavelengths. The fluorescence flux per unit wavelength from the sensing volume is given by

[E.sub.F]([lambda]) = [epsilon] c[phi]([lambda]) T([lambda]) [integral] [I.sub.o](r)[omega](r)dr (2)

where the integral is carried out over the sensing volume defined in Fig. 3. [E.sub.F]([lambda]) is the number of photons of fluorescence of wavelength [lambda] per second per nanometer, [epsilon] is the molar molar /mo·lar/ (mo´lar)
1. pertaining to a mole of a substance.

2. a measure of the concentration of a solute, expressed as the number of moles of solute per liter of solution. Symbol M, , or mol/L.
 extinction coefficient ([m.sup.2]/mol) at the excitation wavelength The excitation wavelength describes the light shone on a sample to transfer energy to ("to excite") a light-reactive chemical group in any compound. Its unit is usually given in nanometers (nm). , c is the concentration of the fluorophore (mol/L), [phi] ([lambda]) is the probability per wavelength of emitting a photon at [lambda], [I.sub.0](r) is the photon flux at r([m.sup.-2][s.sup.-1]), and T([lambda])[omega](r) is the probability that a photon emitted at position r will arrive at the PMT photocathode (assume that filter characteristics are the same for all paths through the collection optics). The factor T([lambda]) represents the filter characteristics and [omega](r) represents the apertures and lenses of the collection optics. There are simplifications and omissions in Eq. (2) (e.g., polarization is not considered [13], we neglect the attenuation Loss of signal power in a transmission.
Attenuation

The reduction in level of a transmitted quantity as a function of a parameter, usually distance. It is applied mainly to acoustic or electromagnetic waves and is expressed as the ratio of power densities.
 of incident light due to absorption by the sample, neglect lifetime). However, Eq. (2) should suffice for further discussion. Later, all the necessary details [14, 15] can be filled in to obtain working equations without changing the conceptual framework For the concept in aesthetics and art criticism, see .

A conceptual framework is used in research to outline possible courses of action or to present a preferred approach to a system analysis project.
 developed below. In addition, consideration regarding phenomena such as energy transfer, quenching quenching

Rapid cooling, as by immersion in oil or water, of a metal object from the high temperature at which it is shaped. Quenching is usually done to maintain mechanical properties that would be lost with slow cooling.
 and photobleaching Photobleaching is the photochemical destruction of a fluorophore. In microscopy, photobleaching may complicate the observation of fluorescent molecules, since they will eventually be destroyed by the light exposure necessary to stimulate them into fluorescing.  will not be addressed in this presentation.

The total fluorescence signal will be modeled by inserting Eq. (2) into Eq. (1). The combination gives the explicit relation between the concentration of fluorophores and the measured current at the PMT detector. It is the basis for interpreting the fluorescence signal in terms of a concentration of fluorophores. Making the

definition [omega] [equivalent] [integral] [I.sub.0](r)[omega](r)dr, we get

[i.sub.F] = [ge[omega][epsilon] [[integral].sub.[lambda]] Q([lambda])[phi]([lambda])T(lambda])d[lambda]]c. (3)

To a very good approximation the function [phi]([lambda]) can be written as a product of a constant [phi] which is called the quantum yield, and a normalized spectral function s([lambda]) which gives the relative amount of emitted photons at different wavelengths. The quantum yield is defined as the ratio of the total emitted fluorescent photons to the total number of absorbed photons. Inserting this representation of [phi]([lambda]) in Eq. (3) we arrive at the final result

[i.sub.F] = [ge[omega][epsilon][phi] [[integral].sub.[lambda]] Q([lambda])s([lambda])T([lambda])d[lambda]]c. (4)

The relation between the fluorescence signal, [i.sub.F], and the fluorophore concentration, c, contains instrumental factors [g, Q([lambda]), [omega], T([lambda])] and molecular factors [[epsilon], [phi], s([lambda])]. To obtain consistent fluorescence intensity measurements across assays and instruments, these factors must be either controlled with appropriate correction coefficients applied to normalize normalize

to convert a set of data by, for example, converting them to logarithms or reciprocals so that their previous non-normal distribution is converted to a normal one.
 the resulting measurements, or they must be eliminated from consideration in the measurement. To illustrate these points, we will discuss the following hypothetical measurements.

Suppose we have a set of standard solutions each with a different amount of a given fluorophore. The standard solutions define a relationship between the fluorescence intensity and the concentration of the fluorophore which is given by

[i.sub.F,S] = [ge[omega][[epsilon].sub.S]([[lambda].sub.ex])[[phi].sub.S] [[integral].sub.[lambda]] Q([lambda])[S.sub.S]([lambda])T([lambda])d[lambda]][C.sub.S] (5)

where the subscript S denotes quantities associated with standard solutions. The measured fluorescence intensities corresponding to the various standard solutions and the corresponding fluorophore concentrations can be displayed on a graph with the fluorescence intensity signal measured by the user along the vertical axis and the fluorophore concentrations of the standards along the horizontal axis [16]. (The slope of this calibration curve In analytical chemistry, a calibration curve is a general method for determining the concentration of a substance in an unknown sample by comparing the unknown to a set of standard samples of known concentration.  as modeled by the term in brackets in Eq. (5), will be different for different users because the instrumental factors will be different.) Next, using the same apparatus, we measure the fluorescence intensity from a sample of a test solution with unknown concentration of fluorophore. For the test (or analyte) solution the relationship between the fluorescence intensity and the fluorophore concentration is given by

[i.sub.F,T] = [ge[omega][[epsilon].sub.T]([[lambda].sub.ex])[[phi].sub.][[integral] .sub.[lambda]]Q([lambda])[S.sub.T]([lambda])T([lambda])d[lambda]][c.s ub.T] (6)

where the subscript T denotes quantities associated with the test solution. The instrumental factors in Eq. (6) are the same as in Eq. (5) since all measurements (standards and test) were performed with the same instrument and instrument settings. Furthermore, suppose we ensure that the microenvironment in the test solution is the same as the microenvironment in the standard solutions, then the quantum yields and spectral functions will be identical and the terms in the brackets in Eq. (5) and Eq. (6) will be identical. Thus the ratio of Eq. (5) and Eq. (6) reduces to the ratio of measured currents on the left side of the equal sign and the ratio of corresponding fluorophore concentrations on the right side of the equal sign. The equality of the two ratios suggests that the calibration curve obtained with the standard solutions can be used directly to obtain the fluorophore concentration of the test solution. The ratio of the terms in the brackets in Eq. (5) and Eq. (6) will equal one for all instruments, hen ce measurements carried out on different instruments will give the same concentration of fluorophore in the test solution. The above measurement is the ideal situation, it is achieved under the following conditions. First, the measurements of the solution standards and test solution are performed under the same instrument settings and conditions, i.e., the same g, [omega]. Second, the molecular properties (the excitation spectrum [epsilon]([[lambda].sub.ex] the emission spectrum emission spectrum: see spectrum. , s([lambda]), and quantum yield, [phi] of the fluorophore in the standards and the tests solutions are identical.

In a second hypothetical case some of the molecular properties of the fluorophores in the test and standard solutions may be different. Specifically we assume that the quantum yield is different but the emission spectral functions, [S.sub.S]([lambda]) and [S.sub.T]([lambda]), and the molecular extinction coefficients [[epsilon].sub.S] and [[epsilon].sub.T] are the same (standards and test solution are spectrally matched). Suppose we perform the same set of measurements as in the "ideal" case above and then use the calibration plot that was generated with the standards solutions to determine the unknown fluorophore concentration. The "concentration" obtained using this procedure will not correspond to the true concentration of fluorophores in the test solution. The ratio of the terms in Eq. (5) and Eq. (6) suggest that the true concentration CT will be obtained from the relationship where [c.sub.T] = [[phi].sub.S]/[[phi].sub.T].[[c.sup.*].sub.T] where [[c.sup.*].sub.T] is the concentration o f the fluorophore in the test solution as determined using the calibration curve from the standard solutions. Thus, even in the case of solutions of the same fluorophore molecule, a single set of fluorescence intensity standards may not give the true concentration of fluorophore in arbitrary test solutions. Corrections based on changes of quantum yield may be needed. Since in practice it is very difficult to make quantum yield the same in standard and test solutions the majority of measurements of fluorescence concentration based on solution standards will give a concentration in terms of an equivalent number of soluble fluorophores. The above discussion motivates the rationale for adopting the units of fluorescence intensity referred to as MESF MESF Mobile Electronics and Security Federation (UK trade association)
MESF Maritime Expeditionary Security Force
MESF Minimum Engineered Safety Feature
 (molecules of equivalent soluble fluorophore). However even when talking about MESF units there are other issues such as spectral matching that are important for the proper use of fluorescence intensity standards. These issues are discussed in the following.

4. Achieving Instrument Independent Measurements

In practice it is very difficult to achieve the conditions necessary for the ideal measurement of fluorescence intensity. The sensitivity of the quantum yield to the fluorophore microenvironment variability is well established making quantum yield a difficult property to match. A practical solution has been the definition of the MESF unit such that the fluorophore "concentration" in a test solution is determined using a calibration with fluorophores in standard solutions. The ratio of quantum yields of the fluorophores in the standard and test solutions serves as a correction factor (as discussed above). In many cases it is sufficient to know that the measured fluorophore concentration is proportionate to the true concentration, so that MESF units are a practical alternative. However even measurements of fluorescence intensity in terms of MESF units are not without problems. A major problem is the dependence of the resulting MESF assignment on instrument properties. In the following we discuss the conditions which have to be met in order to achieve instrument independent measurements of fluorescence intensity in units of MESF.

The first criterion is that the measurements of the fluorescence intensity of fluorophores in solution standards and fluorophores (analytes) in test solution must be performed with the same instrument under the same instrument settings and conditions, i.e., the same g, [omega]. A second criterion is that the excitation spectrum [epsilon]([[lambda].sub.ex] of the fluorophores in the standard and test solutions should match. Figure 4 illustrates the problem where the difference of the absorption spectra of the fluorophores in the standard and test solutions has been exaggerated on purpose. The vertical lines in Fig. 4 represent excitation wavelengths used by two different instruments called A and B. The ratio of the extinction coefficients of the standard and test solutions is greater than 1 for instrument A but less than 1 for instrument B. The different ratios will lead to different calibration lines for the two instruments resulting in different determination of the MESF concentration of fluorophores in the test solution. If the excitation spectra in Fig. 4 were identical then the ratio of the extinction coefficients would be 1 for both instruments. The practical issue is to determine how well the excitation spectra have to match to yield acceptable results. The third condition is that the emission spectra of the fluorophores in standard and test solution should match. Figure 5 illustrates this problem. Again the difference of the two emission spectra in Fig. 5 was exaggerated for purpose of illustration. The thick horizontal lines represent the transmission properties of the optical detection system in instrument A and B. For the sake of simplicity we will assume that the transmission is 1 in the range indicted INDICTED, practice. When a man is accused by a bill of indictment preferred by a grand jury, he is said to be indicted.  by the horizontal lines in Fig. 5. Then the ratio of the integrals in Eq. (5) and Eq. (6) will be greater for instrument A than for instrument B. This difference in ratios will lead to a difference in determined fluorophore concentration by the two instruments. If the emission spectra are identical the r atio of the two integrals is always 1 and independent of the instrument. Again the practical issue is what is a sufficiently good match of the emission spectra?

In the previous discussion we implied that all measurements were performed in solutions. Most biological assays are performed on immobilized fluorophores. Furthermore the measuring instruments such as flow cytometers and microscopes are most conveniently calibrated cal·i·brate  
tr.v. cal·i·brat·ed, cal·i·brat·ing, cal·i·brates
1. To check, adjust, or determine by comparison with a standard (the graduations of a quantitative measuring instrument):
 using standards with fluorophores immobilized on particles [17-19]. The above discussion of solution measurements is directly applicable to measurements with fluorophores immobilized on particles and biological cells. The analyte intensity measured against standard particles can be expressed in terms of equivalent fluorescence. The results will be independent of instrument as long as the three criteria discussed above are met. This holds true even when the analytes and standard particles are suspended in an environment different than that used to calibrate To adjust or bring into balance. Scanners, CRTs and similar peripherals may require periodic adjustment. Unlike digital devices, the electronic components within these analog devices may change from their original specification. See color calibration and tweak.  the standard particles.

5. Additional Measurement Problems With Particles

Equation (4) provides the relationship between fluorescence intensity and fluorophore concentration under a set of assumptions one of which is the absence of self-quenching. The effective concentration of fluorophores immobilized on particles can sometimes reach levels where self-quenching becomes significant. In this case Eq. (4) is not a valid relation between measured fluorescence intensity and the number of labeled probes binding to particles or cells. Correction factors are needed which reflect any change in quantum efficiency as a function of labeling density of the fluorophore [20-22]. Another significant difference for immobilized fluorophores is the smaller depolarization ratio
''for other uses see Depolarization (disambiguation)
In Raman spectroscopy, the depolarization ratio is the intensity ratio between the parallel component and the perpendicular component of the Raman scattered light.
 due to the constrains on rotational diffusion Rotational diffusion is a process by which the equilibrium statistical distribution of the overall orientation of particles or molecules is maintained or restored. Rotational diffusion is the counterpart of translational diffusion, which maintains or restores the equilibrium  of the fluorophore.

6. NIST Primary Fluorescence Intensity Standards

6.1 Fluorophores in Solution

The first and most simple standard to be offered will be solutions with specified concentrations of fluorophore. For example, the standard could be a micromolar solution in a specific buffer at a specific pH. The concentration of fluorophores in the standard solutions would be intentionally set high so that users of the standards would have to dilute them in the buffers that they are using. The dilution would be an attempt to equalize e·qual·ize  
v. e·qual·ized, e·qual·iz·ing, e·qual·iz·es

v.tr.
1. To make equal: equalized the responsibilities of the staff members.

2. To make uniform.
 the microenvironments of the fluorophores in the standard and test solutions and achieve the ideal measurement conditions as discussed above. Manufacturers who make secondary standards could use the NIST primary solutions to calibrate their spectrofluorometer and then assign values of fluorophore concentration to their secondary standards. These concentration assignments would be valid only when the manufacturer's secondary solution standards are prepared under the same environment and conditions as the NIST solution standards. The solution standards could also be used to calibr ate particles with immobilized fluorophores if the particles are suspended in the same buffer which is used to dilute the standard. Under these conditions the microenvironments of the fluorophore immobilized on the particles and in solution will most likely be sufficiently similar to insure spectral matching although the quantum yields will most likely differ. The particles would be calibrated in terms of MESF units. If needed, the ratio of quantum yields must be determined and used to adjust the concentration.

6.2 Fluorophores in Powder Form

The second standard that could be offered is a pure dry powder Dry Powder

A slang term for cash reserves kept on hand to cover future obligations.

Notes:
For example, if a venture capitalist expects bad times in the IPO markets you might hear him say something like, "we want to keep enough dry powder around to keep funding our
 of the fluorophore. These powders would be certified as to purity, extinction coefficient and quantum yield under highly specified environmental conditions when made into solutions. Stability of these properties over time would also be specified. Protocols to obtain the specified fluorescence properties in solution would be supplied with the standards. The powder and solution formats each have their advantages. As we gain experience with the use of fluorescence intensity standards it may become apparent that one of the formats is preferred.

7. Fluorescence Intensity Standards for Cytometers

Fluorescent particle standards have been used in conjunction with specialized instrumentation, namely flow cytometers and fluorescence imaging microscopes. These instruments take readings from large numbers (1000 to 100 000) of individual cells and present the data in the form of histograms which are statistically analyzed. Thus, the important data to provide with a particle fluorescence intensity standard (FIS) is the average MESF value per particle along with the relative standard deviation In probability theory and statistics, the Relative Standard Deviation (RSD or %RSD) refers to the absolute value of the coefficient of variation expressed as a percentage.

It is widely used in analytical chemistry to express the precision of an assay.

l
 of the MESF value distribution. The utilization of particle standards can be very different from that of solution standards. Particles are physical entities that can be removed from the suspension, washed and re-suspended in a different solution. Thus it is possible to assign calibration values to the standard particles in one solution and then use them in a different solution when assaying an analyte. The motivation for this is a desire to match the microenvironments of the fluorophores attached to the standard particle s and the analyte particles (for example, cells in a flow cytometer). In what follows, we will focus on the initial assignment of the fluorescence intensity values to the NIST standard particles and the transfer of this calibration to secondary particle standards.

7.1 Fluorophores Immobilized on Particles

For practical purposes, polymeric polymeric /poly·mer·ic/ (pol?i-mer´ik) exhibiting the characteristics of a polymer.

pol·y·mer·ic
adj.
1. Having the properties of a polymer.

2.
 microbeads have been used as the carrier particles for the fluorophores, since the microbeads may be manufactured in specific sizes with high uniformity. A major complication is the uncertain microenvironment of the fluorophore since it may be inside the microbead or bound close to the surface of the microbead. A spacer molecule can be used to maximize the sensitivity to solution while minimizing the sensitivity to particle surface. Self-quenching in conjunction with spectral shifts may become important if the density of immobilized fluorophores is large. The major advantage is that the particle FIS and cellular analytes will give similar fluorescence response in instruments such as flow cytometers if the solution conditions for both the particle standards and the cells are matched.

The fluorescence intensity units of the primary standard particles would be assigned at NIST with a spectrofluorometer utilizing the NIST FSI FSI Foreign Service Institute
FSI Fluid Structure Interaction
FSI Fuel Stratified Injection
FSI Federazione Scacchistica Italiana (Italian Chess Federation)
FSI Free Standing Insert
FSI Flight Simulator
 reference solutions. Since the quantum yields between solutions and immobilized fluorophores will most likely not be equal, we can not express the fluorescence intensity of the NIST particles in terms of actual numbers of fluorophore molecules bound to the particles. However, the intensity of the fluorescent particles can be expressed as Molecules of Equivalent Soluble Fluorophore (MESF). It must be noted that MESF "units" do not indicate the number of molecules of fluorophore attached to the particle, but rather the equivalent number of the fluorophore dissolved in the same media.

MESF units are assigned to microbead suspensions using a spectrofluorometer calibrated with a set of primary reference solutions of the same fluorophore. For a suspension of microbeads of number concentration, [c.sub.b], the equivalent molar fluorescence can be directly converted to the average MESF units per particle by multiplying by Avogadro's Number Avogadro's number (ävōgä`drō) [for Amedeo Avogadro], number of particles contained in one mole of any substance; it is equal to 602,252,000,000,000,000,000,000, or in scientific notation, 6.02252×1023.  and dividing by the number concentration of particles in the measured suspension. It is important to note that MESF units are not general units like the meter. Rather, MESF units are fluorescence intensity units specific to the measured fluorophore, and therefore not comparable across fluorophores.

NIST primary FIS microbeads could serve as a calibration material for secondary particle standards. The application of the NIST microbeads to calibrate and assign fluorescence intensity values to secondary microbeads requires that the three criteria concerning spectral matching, equivalent microenvironments, and instrument settings be met. Under these ideal conditions, the proportionality of the intensities between the NIST standards and the secondary standards are constant. In the more likely case where the NIST reference microbeads and the secondary standard microbeads are not of the same material or do not use the same immobilization Immobilization Definition

Immobilization refers to the process of holding a joint or bone in place with a splint, cast, or brace. This is done to prevent an injured area from moving while it heals.
 chemistry, the fluorophores immobilized on the two microbeads would have different quantum yields and possibly different spectral properties. Calibration of the secondary microbead standards in MESF units as assigned against the primary NIST microbead standards would have to consider a correction factor, if the three criteria for ideal measurements are not met. The use of the NIST microbeads would be attractive since all users would use the same MESF units and assign the calibration values to their secondary standards using a flow cytometer or fluorescence imaging instrument.

8. Conclusion

Three possible forms of primary fluorescence intensity standards have been proposed: solutions of fluorophores, pure powder, and particles with immobilized fluorophores. The choice of fluorophores to be developed in these formats should be dictated by the practical needs of the scientific community.

At present, the most widely used and established fluorophore in many diverse fields is fluorescein. It is our intent to use fluorescein as the model fluorophore for characterization, because it is sensitive to many of the environmental factors that must be considered in the general approach to fluorescence intensity measurements.

In the near future, we hope to offer an aqueous solution of fluorescein as an SRM [TM]. The fluorescein reference solution will be a concentrated ([sim]60 [micro]mol/L) solution of fluorescein in 0.1 mol/L Borate borate /bo·rate/ (bor´at) a salt of boric acid.

bo·rate
n.
A salt or ester of boric acid.



borate

any salt of boric acid.
 buffer at 9.0 pH. To avoid the inherent difficulties of using volumetric volumetric /vol·u·met·ric/ (vol?u-met´rik) pertaining to or accompanied by measurement in volumes.

vol·u·met·ric
adj.
Of or relating to measurement by volume.
 units, the reference solution will be calibrated in mass units: grams of fluorescein per grams of buffer. The reference solution can be used to determine the concentration of fluorescein in arbitrary buffers. In practice, the reference solution will be diluted by 100, 200, etc., using the same buffer in which the unknown fluorescein analyte is found. Assuming the concentration of the buffer in the diluting solution is sufficiently high, the dilution will ensure that the reference fluorescein molecules and the test fluorescein molecules have the same microenvironment, thus yielding identical fluorescence properties, i.e., matching spectra and quantum yield. (We will test the assumption that a 100 or greater dilution with a suffic iently concentrated diluent diluent /dil·u·ent/ (dil´oo-int)
1. causing dilution.

2. an agent that dilutes or renders less potent or irritant.


dil·u·ent
adj.
Serving to dilute.

n.
 buffer results in a buffer identical to the diluent.) The diluted reference solutions will provide a calibration of fluorescence intensity as a function of fluorescein concentration. This calibration may be used to determine the concentration of fluorescein in the test solution. A major use of the FIS solution standard will be in evaluating fluorescence reagents. In practice, most fluorescence reagents are used as solutions that are immobilized as the solution "stains" the solid phase (cell, microbead, or chip). These reagents must be first evaluated in their stock solutions, requiring comparison with a solution-based standard.

In preparation for a fluorescein particle SRM[TM], we are conducting research to characterize the differences between the fluorophore in solution and bound to a surface, e.g., spectra shift, change in quantum efficiency, change in extinction coefficient, etc. Given these differences, it is also important to report quantitative estimates of systematic errors introduced in the definition of the MESF units.

About the authors: Adolfas K. Gaigalas is a physicist working in the biophysics biophysics, application of various methods and principles of physical science to the study of biological problems. In physiological biophysics physical mechanisms have been used to explain such biological processes as the transmission of nerve impulses, the muscle  area in the Biotechnology Division of the NIST Chemical Science and Technology Laboratory. Li Li is presently a guest researcher in the Biotechnology Division at NIST. 0. Henderson, R. Vogt, and J. Barr are chemists at the Center for Disease Control, Atlanta, GA. Gerald E. Marti is a review and research officer at CBER CB·er  
n.
One that uses a CB radio.
, FDA FDA
abbr.
Food and Drug Administration


FDA,
n.pr See Food and Drug Administration.

FDA,
n.pr the abbreviation for the Food and Drug Administration.
 and an attending physician at the NCI See Liberate. . J. Weaver is a microbiologist at CDER CDER Center for Drug Evaluation and Research (US FDA)
CDER Centre de Développement des Energies Renouvelables (French)
CDER Client Development and Evaluation Report
, FDA. A. Schwartz is a chemist at Flow Cytometry flow cytometry (flōˑ sī·tˑ·m  Standards Corp. The National Institute of Standards and Technology National Institute of Standards and Technology, governmental agency within the U.S. Dept. of Commerce with the mission of "working with industry to develop and apply technology, measurements, and standards" in the national interest.  is an agency of the Technology Administration, U.S. Department of Commerce.

9. References

(1.) G. Marti, History, Practical Theory and Consensus of Quantitative Flow Cytometry Measurements, Standards for QC/QA QC/QA Quality Control/Quality Assurance  in Flow Cytometry, Bethesda, MD 1997; CBER, FDA.

(2.) P. E. Barker and M. Schwab, Junction mapping of translocation translocation /trans·lo·ca·tion/ (trans?lo-ka´shun) the attachment of a fragment of one chromosome to a nonhomologous chromosome. Abbreviated t.  chromosomes by fluorescence in situ hybridization Fluorescence in situ hybridization (FISH)
A technique for diagnosing DiGeorge syndrome before birth by analyzing cells obtained by amniocentesis with DNA probes. FISH is about 95% accurate.
 (FISH) and computer image analysis in human solid tumors, Methods of Molecular Genetics molecular genetics
n.
The branch of genetics that deals with hereditary transmission and variation on the molecular level.
, Vol. 2 (1993) pp. 129-154.

(3.) A. Schwartz, G. E. Marti, R. Poon poon  
n.
Any of several trees of the genus Calophyllum, of southern Asia, having light hard wood used for masts and spars.



[Sinhalese p
, J. W. Gratama, and E. Fernandez-Repollet, Standardizing flow cytometry: A classification system of fluorescence standards used for flow cytometry, Cytometry 33, 106-114 (1998).

(4.) J. W. Gratama, J. L. D'Hautcourt, F. Mandy, G. Rothe, D. Barnett, G. Janossy, S. Papa, G. Schmitz, and R. Lenkei, Flow cytometric quantitation of immunofluorescence Immunofluorescence

A technique that uses a fluorochrome to indicate the occurrence of a specific antigen-antibody reaction. The fluorochrome labels either an antigen or an antibody.
 intensity: Problems and perspectives, Cytometry 33, 166-178 (1998).

(5.) R. Lenkei, J. W. Gratama, G. Rothe, G. Schmitz, J. L. D'Hautcourt, A. Arekrans, F. Mandy, and G. Marti, Performance of calibration standards for antigen quantitation with flow cytometry, Cytometry 33, 188-196 (1998).

(6.) S. B. Iyer, L. E. Hultin, J. A. Zawadzki, K. A. Davis, and J. V. Giorgi, Quantitation of CD38 expression using QuantiBRITE (TM) beads, Cytometry 33, 206-212 (1998).

(7.) R. P. Haugland, Molecular Probes Molecular Probes is a biotechnology company located in Eugene, Oregon specializing in fluorescence. The company was founded in 1975 by Richard and Rosaria Haugland in their kitchen in Minnesota, then moved briefly to Texas and finally to Oregon in the early 1980s. , Inc., 1999.

(8.) H. M. Shapiro, Practical Flow Cytometry, Third ed., Wiley-Liss, New York New York, state, United States
New York, Middle Atlantic state of the United States. It is bordered by Vermont, Massachusetts, Connecticut, and the Atlantic Ocean (E), New Jersey and Pennsylvania (S), Lakes Erie and Ontario and the Canadian province of
, N.Y. (1995).

(9.) R. A. Velapoldi and K. D. Mielenz, A Fluorescence Standard Reference Material: Quinine Sulfate quinine sulfate,
n brand names: Legatrin, M-Kya, Quinamm, Q-Vel;
drug class: antimalarial;
action: schizonticidal, but mechanism is unclear; increases refractory period in skeletal muscles;
uses: Plasmodium falciparum
 Dihydrate, NBS (National Bureau of Standards) See NIST.

NBS - National Bureau of Standards: part of the US Department of Commerce, now NIST.
 Special Publication, Vol. 260-64, National Institute of Standards and Technology, Gaithersburg, MD (1980).

(10.) A. Waggoner, Meth. Enzymol. 246, 362-373 (1995).

(11.) J. R. Lakowicz, Principles of Fluorescence Spectroscopy Fluorescence spectroscopy or fluorometry or spectrofluorimetry is a type of electromagnetic spectroscopy which analyzes fluorescence from a sample. It involves using a beam of light, usually ultraviolet light, that excites the electrons in molecules of certain , Plenum Press, New York, N.Y. (1983).

(12.) K. D. Mielenz, Photoluminescence Spectrometry spectrometry /spec·trom·e·try/ (spek-trom´e-tre) determination of the wavelengths or frequencies of the lines in a spectrum.

spec·trom·e·try
n.
, Measurements of Photoluminescence, Vol. 3, K. D. Mielenz ed., Academic Press, New York (1982) pp. 2-84.

(13.) E. D. Cehelnik, K. D. Mielenz, and R. A. Velapoldi, Polarization Effects on Fluorescence Measurements, J. Res. Natl. Bur. Stand. (U.S.) 79A, 1-15 (1975).

(14.) K. D. Mielenz, R. A. Velapoldi, and R. Mavrodineanu, Standardization in Spectrophotometry spectrophotometry

Branch of spectroscopy dealing with measurement of radiant energy transmitted or reflected by a body as a function of wavelength. The measurement is usually compared to that transmitted or reflected by a system that serves as a standard.
 and Luminescence luminescence, general term applied to all forms of cool light, i.e., light emitted by sources other than a hot, incandescent body, such as a black body radiator.  Measurements, NBS Special Publication 466, National Bureau of Standards National Bureau of Standards: see National Institute of Standards and Technology.

National Bureau of Standards - National Institute of Standards and Technology
, Gaithersburg, MD (1977).

(15.) R. Mavrodineanu, J. I. Schultz, and 0. Menis, Accuracy in Spectrophotometry and Luminescence Measurements, NBS Special Publication 378, National Bureau of Standards, Gaithersburg, MD (1973).

(16.) A. Schwartz, E. Fernandez-Repollet, R. Vogt, and J. W. Grantama, Standardizing flow cytometry: Construction of a standardized calibration plot using matching spectral calibrators, Cytometry 26, 22-31 (1996).

(17.) M. C. Brown, R. A. Hoffman, and S. J. Kirchanski, Controls for Flow Cytometers in Hematology and Cellular Immunology, Clinical Cytometry, Vol. 468, M. Andreeff, ed., New York Academy of Sciences The New York Academy of Sciences is the third oldest scientific society in the United States. An independent, non-profit organization with more than 25,000 members in 140 countries, the Academy’s mission is to advance understanding of science and technology. , New York (1986) pp. 93-103.

(18.) T. Oonishi and N. Uyesaka, A new standard fluorescence micro-sphere for quantitative flow cytometry, J. Immunolog. Meth. 84, 143-154 (1985).

(19.) J. Visser, J. Haaijman, and B. Trask, Quantitative Immunofluorescence in Flow Cytometry, Proceedings of the VI International Conference on Immunofluorescence and Related Staining Techniques held in Vienna, Austria on April 6-8, 1978, W. Knapp, K. Holubar, and G. Wick, eds., Elsevier/North-Holland Biomedical bi·o·med·i·cal
adj.
1. Of or relating to biomedicine.

2. Of, relating to, or involving biological, medical, and physical sciences.
 Press, Amsterdam (1978).

(20.) R. F. Vogt, G. E. Marti, and A. Schwartz, Quantitative calibration of fluorescence intensity for clinical and research applications of immunophenotyping by flow cytometry, Cytometry, Vol. 1, H. W. Tyrer, ed., Ablex Publishing Corp., Norwood, NJ (1994).

(21.) A. Schwartz and E. Fernandez-Repollet, Technical aspects of fluorescence quantitative measurements by flow cytometry, Clin. Immunolog. Newslett. 15, 14-18 (1995).

(22.) A. Schwartz, E. Fernandez-Repollet, Development of clinical standards for flow cytometry, Ann. N. Y. Acad. Sci. 677, 28-39 (1993).

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