Journal of Experimental Marine Biology and Ecology 460 (2014) 135–143 Contents lists available at ScienceDirect Journal of Experimental Marine Biology and Ecology journal homepage: www.elsevier.com/locate/jembe An effective procedure for DNA isolation and voucher recovery from millimeter-scale copepods and new primers for the 18S rRNA and cytb genes Erin E. Easton ⁎, David Thistle Department of Earth, Ocean and Atmospheric Science, Florida State University, Tallahassee, FL 32306-4320, USA a r t i c l e i n f o Article history: Received 10 February 2014 Received in revised form 29 May 2014 Accepted 30 June 2014 Available online xxxx Keywords: DNA extraction Crustacea Nuclear Mitochondrial Copepoda Method a b s t r a c t Many investigators need to determine whether individuals belong to the same species. DNA-sequence data have helped with this task, but current procedures of DNA isolation from millimeter-scale crustaceans, such as harpacticoid copepods, leave little to no voucher material for morphological analysis, and many procedures yield only enough DNA for a single amplification reaction. We therefore developed a DNA-isolation procedure that yielded essentially intact exoskeletons and sufficient DNA for multiple polymerase chain reactions. DNA-amplification success of our DNA-isolation procedure was relatively insensitive to (1) the length of preservation time from sample collection to DNA isolations and (2) the length of time the DNA was stored at −20 °C after isolation. An additional benefit of our procedure is therefore that the DNA isolated is relatively stable. Primers available for the nuclear 18S rRNA gene and the mitochondrial cytochrome oxidase b (cytb) gene are known not to work for many harpacticoids. We therefore designed primers that would amplify and sequence an ~750-base-pair fragment of the 18S rRNA gene and others that would amplify and sequence an ~450-basepair fragment of the cytb gene. Both primer sets worked for at least 12 harpacticoid families. © 2014 Elsevier B.V. All rights reserved. 1. Introduction Investigators studying ecology, biogeography, or biodiversity must often decide whether individuals are conspecific. Traditionally, these decisions were based on morphological characters, but unfortunately, speciation often occurs without changes in taxonomically important characters (see, e.g., Knowlton, 1993; Wake et al., 1983), causing individuals of different species to be morphologically indistinguishable (i.e., to be cryptic species). Problems also arise if morphological variability within a species is greater than differences ordinarily found between closely related species. In such cases, an investigator using morphological procedures may exclude some individuals that belong to the species in question. Further, the taxonomic importance of some morphological characters may not yet be recognized (see, e.g., Knowlton, 1993; Norris, 2000), so investigators could assign individuals of more than one species to a single species. As analysis of DNA sequences has become more common, investigators have been able to use them to recognize conspecific individuals (see, e.g., Hajibabaei et al., 2007; Knowlton, 2000; Vogler and Abbreviations: 18S, nuclear small-subunit ribosomal RNA; bp, base pair; cytb, mitochondrially encoded cytochrome b; FSU, Florida State University; PCR, polymerase chain reaction; rRNA, ribosomal RNA. ⁎ Corresponding author. E-mail address: [email protected] (E.E. Easton). http://dx.doi.org/10.1016/j.jembe.2014.06.016 0022-0981/© 2014 Elsevier B.V. All rights reserved. Monaghan, 2007). When both morphological and DNA procedures are used on the same individuals and the results agree, an investigator can have much greater confidence in the assignment of individuals to species. Recent work has demonstrated the need for a combined molecular and morphological approach to the study of copepods (Bron et al., 2011; Garlitska et al., 2012), which are millimeter-scale crustaceans that are abundant and speciose in marine and freshwater environments (Humes, 1994). For example, potential cryptic species have been discovered (Rocha-Olivares et al., 2001; Schizas et al., 1999), and overlooked morphological differences of taxonomic importance have been documented (Easton et al., 2010; Rocha-Olivares et al., 2001; Schizas et al., 1999, 2002; Staton et al., 2005). These issues hinder our ability to understand the biodiversity and the species-specific ecological roles of copepods (Bron et al., 2011; Garlitska et al., 2012) because individuals cannot be assigned to species with confidence. With combined approaches to assigning individuals to species, ecologists can determine their species-level contributions to such issues as carbon cycling and responses to environmental perturbations. Although combined approaches have been used, current procedures need improvement. First, many of the DNA-isolation procedures in current use destroy the individual (see, e.g., Braga et al., 1999; Burton, 1998; Caudill and Bucklin, 2004; Edmands, 2001; Lindeque et al., 1999; Papadopoulos et al., 2005; Street et al., 1998; Thum, 2004; Vestheim et al., 2005) or leave very little of it (see, e.g., Bucklin et al., 136 E.E. Easton, D. Thistle / Journal of Experimental Marine Biology and Ecology 460 (2014) 135–143 2003; Easton et al., 2010; Vestheim et al., 2005) for morphological examination. Because genetic data may reveal the need for additional morphological analysis, as much as possible of each individual should be retained after processing for DNA. Second, many current DNA-isolation procedures allow only a single DNA-amplification reaction (e.g., those of Bucklin et al., 2003; Burton, 1998; Caudill and Bucklin, 2004; Lindeque et al., 1999; Street et al., 1998), so if in the course of a study, DNA amplification must be repeated or additional target regions amplified, no DNA remains for these reactions. DNA-isolation procedures for millimeter-scale individuals should therefore yield sufficient DNA template for multiple polymerase chain reactions (PCR; Saiki et al., 1988). These first two problems can be solved with DNA-release procedures. Unfortunately, these methods are not generally known to yield DNA stable enough to permit DNA to be isolated (or PCR amplified) after more than a few weeks of storage (see, e.g., Giraffa et al., 2000; Hajibabaei et al., 2005; Kim et al., 2012). Circumstances can arise under which DNA isolation (or PCR amplification) can only be done months after collection (or DNA isolation), for example, when new primers must be developed. Fourth, although universal primers are available for the genes (e.g., COI, cytb, 18S) commonly used for species-level biogeography studies, they tend to be unsatisfactory for use on millimeter-scale copepods (E.E.E., personal observation). In particular, they often fail because complementary sequences do not exist in the target genes for many species of copepods, especially those of the order Harpacticoida. Without primers that will amplify and sequence species belonging to many families, some fundamental studies cannot be done. The goals of our study were to develop a DNA-isolation procedure for single, millimeter-scale copepods that (1) yields an essentially complete voucher for morphological analysis, (2) yields sufficient DNA template for multiple PCR amplifications, and (3) yields DNA that is stable for more than one year. We also developed (4) amplification and sequencing primers for a target region in the nuclear 18S ribosomal RNA (rRNA) gene and one in the mitochondrial cytochrome oxidase b (cytb) gene that work for individuals from many harpacticoid families. 2. Material and methods 2.1. Sample collection and preparation 2.1.1. Cultured individuals We used cultures of a shallow-water harpacticoid species, Amphiascoides atopus Lotufo and Fleeger 1995 (Miraciidae), to develop and test our procedure. We maintained them in 1-L flasks with 550 ml of artificial seawater (salinity = 30) made with Instant Ocean® Aquarium Sea Salt (Spectrum Brands, Madison, WI) and deionized water. We fed the cultures ~ 0.01 g of crushed TetraMin® Tropical Crisps (Tetra Holding, Blacksburg, VA) every two to four weeks. (Cultures of this species are also maintained by Adelaide Rhodes, Harte Institute for Gulf of Mexico Studies, Corpus Christi, TX.) Living individuals were placed in 100% ethanol at −20 °C for at least 24 h before DNA isolation. 2.1.2. Deep-sea individuals We tested our procedure on benthic deep-sea copepods, mostly members of the Harpacticoida. We collected sediment samples with a version of the Barnett et al. (1984) multiple corer (Ocean Instruments MC 800 Multi Core, San Diego, CA) from stations on the continental rise off the west coast of the United States of America (Table 1). The overlying water and the top centimeter of sediment from a given core were collected, combined, preserved with cold 95% ethanol, and stored at −20 °C. In the laboratory, we used sieves to separate the 300-μm fraction from the 30-μm fraction for each sample. Organisms in the 300-μm fraction were stained overnight in a solution of 200 ml of 100% ethanol and 0.25 g of rose bengal. For the 30-μm fraction, we used Ludox® HS-40 Table 1 Average depth, latitude, and longitude of stations from which we collected copepods. Station Depth (m) Latitude (decimal degree) Longitude (decimal degree) 1 2 3 4 5 6 7 8 3247 3593 3673 2733 3682 2717 3854 2699 44.00 42.56 39.99 40.00 36.80 36.68 32.87 32.80 −130.39 −131.92 −125.88 −125.45 −123.70 −122.82 −120.62 −120.37 (E.I. du Pont de Nemours, Wilmington, DE) to separate most organisms from most of the sediment (see Burgess, 2001). Organisms in the 30-μm fraction were stained overnight in a solution of 200 ml of 100% ethanol and 0.3 g of Congo red. We used a stainless-steel loop to remove copepods from both size fractions under a dissecting microscope. Copepods were stored in 100% ethanol at −20 °C. 2.2. DNA isolation 2.2.1. InstaGene™ Matrix To isolate DNA, we used the DNA-releasing solution InstaGene™ Matrix (Bio-Rad Laboratories, Hercules, CA). It contained a Chelex®-based ionic resin thought to bind to PCR-inhibiting and DNA-degrading compounds (see Walsh et al., 1991, and references therein). 2.2.2. DNA isolation from individuals 2.2.2.1. Pre-DNA-isolation imaging. In studies of single individuals, we used a stainless-steel loop to transfer each individual from ethanol to 100 μl of nuclease-free water (Integrated DNA Technologies, Coralville, IA) in a well of a custom-made, acrylic, depression-well plate (~0.5-ml volume wells with a diameter of ~ 15 mm). After the individual rehydrated for at least 10 min, we transferred it to a drop of glycerin on a single-concavity slide (Fisher Scientific, Pittsburgh, PA), placed the individual under a #1.5 cover slip, and made lateral and dorsal images of it (at 5 × to 20 × magnification, as appropriate) with a Moticam 2500 camera (Motic, Richmond, British Columbia, Canada) mounted on an Axioskop compound microscope (Carl Zeiss Microscopy, Oberkochen, Germany). After imaging, we returned the individual to the original well for at least 10 min to remove glycerin and ethanol and then transferred it to a new well that contained 100 μl of nuclease-free water. 2.2.2.2. DNA isolation. After ~10 min, we isolated DNA with InstaGeneTM Matrix following a modified version of the manufacturer's protocol. The InstaGene™ Matrix was mixed at room temperature for a minimum of 60 s at a moderate speed (set at 4.5 on a 6-point scale) on a Thermix® Stirring Hot Plate 310 T (Fisher Scientific). We transferred 100 μl of the material to a sterile, 0.5-ml, Axygen® MAXYMum Recovery™ microcentrifuge tube (Corning, Tewksbury, MA) using a 1000-μl pipette. (Note that a large-bore pipet tip is required for maintenance of the original concentration of 6% InstaGene™ Matrix.) We transferred the ethanol-free (see Section 2.2.2.1.) individual to this tube of InstaGene™ Matrix with a stainless-steel loop that had been sterilized in 5% hydrogen peroxide. After we confirmed visually that the individual was submerged, we incubated the tube in a water bath at 56 °C for 30 min, vortexed it on a Maxi Mix II (Thermolyne, Dubuque, IA) at maximum speed for 10 s, shook the solution to the bottom of the tube by hand, confirmed that the copepod was submerged, and placed the tube back in the water bath overnight. We then vortexed the tube for 10 s at maximum speed, shook the solution to the bottom of the tube by hand, and confirmed that the copepod was submerged. The E.E. Easton, D. Thistle / Journal of Experimental Marine Biology and Ecology 460 (2014) 135–143 tube was then placed in a heating block for 8 min at 100 °C and subsequently vortexed for 10 s at maximum speed. We then shook the solution to the bottom of the tube by hand. After confirming that the copepod (now essentially an exoskeleton) was submerged, we centrifuged the tube at 11,200 relative centrifugal force for 2 min to pull the exoskeleton and Chelex®-based resin to the bottom of the tube. 2.2.2.3. Supernatant transfer and exoskeleton recovery. We immediately transferred the supernatant to a sterile, 0.5-ml, Axygen® MAXYMum Recovery™ microcentrifuge tube, using a small (200-μl) pipet to minimize the amount of Chelex®-based resin transferred to the new tube. During this step, we monitored the exoskeleton to confirm that it remained in the original tube and to ensure we did not crush it with the pipet tip. Deionized water was then added to the original tube to prevent the exoskeleton from drying out. If we lost track of the specimen or it became stuck to the inside of the pipet tip, we filled the pipet with the deionized water that had been added to the original tube and left the filled pipet tip in the tube so that the exoskeleton would remain submerged. In all cases, we retained the pipet tip to transfer the exoskeleton to a 50-mm-diameter petri dish. To recover an exoskeleton stuck to the inner wall of a pipet tip, we cut off and discarded the filtered end of the tip and then washed the exoskeleton from the remaining portion into the petri dish with deionized water. With a stainless-steel loop, we recovered the exoskeleton under a dissecting microscope and transferred it to glycerin on a depression slide for long-term preservation. We then imaged it as above. 2.2.3. DNA isolation from bulk Amphiascoides atopus To obtain sufficient DNA to use as positive controls and to test our primers, we isolated DNA from bulk A. atopus as above but with these differences. (1) We did not image the individuals. (2) We made four bulk DNA isolations by adding 50 or 100 individuals to 100 μl of InstaGeneTM Matrix and 50 or 100 individuals to 200 μl of InstaGeneTM Matrix. (3) We did not attempt to confirm that all individuals remained submerged during processing. (4) We did not transfer the supernatant to a new tube. 2.3. PCR amplification 2.3.1. Standard procedures After DNA isolation, we stored the supernatant at − 20 °C in the microcentrifuge tube. Before each use of the supernatant, we thawed it, vortexed it at maximum speed for 10 s to homogenize it, and centrifuged it for 2 min at 11,200 relative centrifugal force; this last step helped minimize the amount of the Chelex®-based resin transferred to the PCR mixture, where it could inhibit amplification (Montero-Pau et al., 2008). For PCR amplification, we used a Mastercyler® pro S thermocycler (Eppendorf AG, Hamburg, Germany). We added 1, 2, or 10 μl of the supernatant (or a dilution of the supernatant) to the following PCR mixture to yield a total volume of 50 μl: (1) 1:5 dilution of 5 × iProof™ HF Buffer (20 mM Tris–HCl pH 7.4 at 25 °C, 0.1 mM EDTA, 1 mM DTT, 100 mM KCl, 0.5% Tween 20, 0.5% Nonidet P 40, 200 μg ml−1 BSA, 50% glycerol; Bio-Rad Laboratories), (2) 200 μM of each deoxyribonucleotide triphosphate (USB Corporation, Cleveland, OH), (3) 1.0 μM of each primer (see Table 2), and (4) 1 unit of iProof™ High-Fidelity DNA polymerase (Bio-Rad Laboratories). See Sections 2.3.3 and 2.3.4 for details and for differences between PCR amplification of the two genes. PCR products and the 100 bp Plus DNA Ladder (Bioneer, Alameda, CA) were subjected to electrophoresis at 100 V. We used a gel made from 1.2% Certified™ Molecular Biology agarose (Bio-Rad Laboratories) and 1× sodium-borate acid (Brody and Kern, 2004). Initially, we stained the gels with ethidium bromide but switched to Gelstar® nucleic-acidgel stain (Lonza Rockland, Rockland, ME) because it is more sensitive (allowing us to use 5 μl rather than 10 μl of PCR product). For the ethidium-bromide-stained gels, we used a BioDoc-It® 220 (UVP, 137 Table 2 Primers designed for amplification and/or sequencing of copepods, reported in the orientation they were most commonly used. Primer names begin with an abbreviation for the gene name, followed by the approximate base-pair position in the given gene, and end with an H for harpacticoid. For 18S primers, an r indicates that the primer amplifies in the reverse direction from primers ending in H. For consistency with the naming convention of Burger et al. (2007), the amplification directions of cytb primers are not indicated in the primer name. We used the International Union of Pure and Applied Chemistry single-letter codes for nucleotides. Gene Primer Sequence (5′ to 3′) 18S 18S 18S 18S 18S 18S 18S cytb cytb cytb cytb cytb cytb cytb cytb 18s150H 18s583Hr 18s648H 18s1075H 18s1343H 18s1538Hr 18s1871Hr cb415H cb424Ha cb436H cb867Hb cb876Ha,b cb897Hb cb900Hb cb922Hb CTG CGG TAA TTC TGG AGC TAA TAC ATG C GG CTG CTG GCA CCA GAC TTG CCC TCC TCC GTT AAA AAG YTC GTA GTT KGA CGA AGG CGM TCA GAT ACC GCC CTA G CTC GAT TCR GTG GGT GGT GGT GCA TG CAT CTA AGG GCA TCA CAG ACC CAC CTA CGG AAA CCT TGT TAC GAC GCY TTY TTA GGY TAT GTN YTN CCY TGR GG GGY TAT GTN YTN CCY TGR GGD CAR AT CCY TGR GGD CAR ATR TCH TTY TGR GG AAR TAY CAY TCH GGY TGA ATR TG GCR TAN GCR AAT ARR AAR TAY CAY TCH GG GGD AYD GMH CGY AAA ATD GCR TAN GC TTA TTW GGD AYD GMH CGY AAA ATD GCR TA GCH AYN ACN CCY CCY AAY TTA TTW GG a b Modified from Boore and Brown (2000). Designed to amplify in the reverse direction from the other cytb primers in this table. Upland, CA) to visualize and to make images. For the Gelstar®-stained gels, we used a Dark Reader® 46B Transilluminator (Clare Chemical Research, Dolores, CO) to visualize them and a Nikon Coolpix 7600 camera (Nikon, Melville, NY) to make images. 2.3.2. Choice of genetic markers We chose to work with the 18S rRNA gene because (1) it has been used in metagenomic studies of sediments (e.g., Bik et al., 2012; Tang et al., 2012), (2) it has been used in previous studies of Harpacticoida (e.g., by Burton and Lee, 1994; Burton et al., 2005; Easton et al., 2010), and (3) its rate of nucleotide substitution is sufficiently low that we could design primers that could be used for many Harpacticoida families. We chose the cytb gene because its rate of nucleotide substitution is high enough to make it useful for species-level studies of copepods (Easton et al., 2010; Schizas et al., 1999, 2002; Staton et al., 2005). 2.3.3. PCR amplification of the nuclear 18S rRNA gene 2.3.3.1. Design of primers. We found that primers typically used to amplify regions of the 18S rRNA gene (Blaxter et al., 1998; Spears et al., 1992; Zarlenga et al., 1994) did not work for many species of deep-sea copepods. We therefore designed primers (Table 2) from an alignment of copepod 18S rDNA sequences obtained by Holly Bik (University of California, Davis) from a metagenomic study of material from our stations. We then confirmed the presence of our primer sequences in all the complete harpacticoid 18S rDNA gene sequences available on GenBank®. 2.3.3.2. Amplification of individual DNA templates. After DNA isolation, we used the primer pair 18S1075H and 18S1871Hr (Table 2) to amplify an ~795-bp fragment of the 18S gene. In general, we used 1, 2, or 10 μl of DNA isolate. DNA was denatured at 95 °C for 5 min. It was then subjected to 40 cycles of denaturing at 95 °C for 40 s, annealing at 68 °C for 1 min, and extension at 72 °C for 3 min. The amplification ended with a final extension at 72 °C for 15 min. We stored PCR products at 4 °C until they were visualized by electrophoresis and subsequently prepared for sequencing. 138 E.E. Easton, D. Thistle / Journal of Experimental Marine Biology and Ecology 460 (2014) 135–143 2.3.3.3. Amplification of bulk DNA templates. Bulk DNA templates were amplified as above, with the following exceptions. (1) We added 1 or 2 μl of a 1:9 dilution of the supernatant (1 μl of the supernatant to 9 μl of nuclease-free water) to the PCR reaction mix. (2) When testing the different primers (Table 2) with bulk DNA template, we used annealing temperature gradients of 50–65, 50–68, and 55–70 °C. 2.3.4. PCR amplification of the mitochondrial cytb gene 2.3.4.1. Design of primers. Primers typically used to amplify regions of the cytb gene (Boore and Brown, 2000; Burger et al., 2007) did not work for many deep-sea individuals in our study. We therefore designed primers (Table 2) from an alignment of cytb sequences obtained from our studies of the harpacticoid mitochondrial genome (Easton et al., 2014). We then searched the harpacticoid cytb gene sequences in GenBank to confirm the presence of our primer sequences. 2.3.4.2. Amplification of individual DNA templates. After testing the primers (see Section 2.3.4.3), we determined that a nested PCR approach increased amplification success and minimized amplification of nontarget products. For the first round of PCR, we used the primer pair cb415h and cb922h (Table 2) to amplify an ~ 500-bp fragment. We added 5 or 10 μl of the supernatant to the PCR-reaction mix described above. DNA was initially denatured at 98 °C for 3 min, then subjected to 12 cycles of denaturing at 98 °C for 35 s, annealing at 47 °C for 35 s, and extension at 72 °C for 1 min. These cycles were followed by an additional 36 cycles of denaturing at 98 °C for 35 s, annealing at 53 °C for 35 s, and extension at 72 °C for 1 min before the amplification ended with a final extension at 72 °C for 7 min. We stored PCR products at 4 °C until they were used for the second round of PCR. For the second round of PCR, we used the primer pair cb424h and cb897h (Table 2) to amplify an ~475-bp fragment. We added 1 or 2 μl of the first-round product to the PCR reaction mix described above. The thermocycler parameters from the first round were used with the following differences: 10 cycles of denaturing at 98 °C, annealing at 53 °C, and extension at 72 °C followed by 30 cycles of denaturing at 98 °C, annealing at 58 °C, and extension at 72 °C. We stored PCR products at 4 °C until they were visualized by electrophoresis and subsequently prepared for sequencing. 2.3.4.3. Amplification of bulk DNA templates. Bulk DNA templates were amplified as above, except that we used (1) 1 μl of the supernatant in the first round of the nested-PCR amplification and (2) different thermocycler parameters when testing the different primers (Table 2). For these tests, we used the thermocycler parameters from the second round with the following differences: the first 10 cycles of annealing were at a gradient of 47–53 °C and the latter 30 cycles at a gradient of 53–68 °C. 2.3.5. Amplification success as proxy for DNA-isolation success We considered DNA isolation to be successful if we visualized a target-sized band after gel electrophoresis of 18S rDNA PCR products. We chose not to quantify the DNA because of the presence of dye that had leached from the specimen into the supernatant, inconsistent evaporation of the supernatant during extractions (E.E.E., personal observation), and differences among individuals in the condition and amount of tissue (e.g., individuals differed in size). We used the 18S target region rather than the cytb as a proxy for DNA-isolation success because the latter has a higher rate of nucleotide substitution, and therefore sequences complementary to the primers are less likely to be present in all the deep-sea-copepod taxa in our study. 2.4. PCR-product purification and sequence assembly PCR products were sequenced at the Florida State University Sequencing Facility (Tallahassee, FL) or at the High Throughput Genomics Center (Seattle, WA). Before sequencing, we purified PCR products with the CONCERTTM Rapid Purification System (Life Technologies, Carlsbad, CA) per the manufacturer's protocol. At the sequencing facility, purified PCR products were cycle sequenced with a PRISM® Big Dye ™ Terminator Ready Reaction Kit (Applied Biosystems, Foster City, CA). Electrophoresis of reaction mixtures was done on an Applied Biosystems PRISM® 3100 Genetic Analyzer. PCR products sequenced at the High Throughput Genomics Center (http://www.htseq.org) were purified at their facility with Exo-Sap™ before labeling with Applied Biosystems reagents and subsequent electrophoresis on their Applied Biosystems 3730xl DNA Analyzer. At both facilities, the sequencing primers were 18S1343H and 18S1538Hr for the 18S rRNA gene and cb436H and cb897H for the cytb gene (Table 2). (We did not attempt to sequence PCR products if the target bands were absent or barely visible in images of the gels because we knew from previous experience that sequencing would have failed.). We used Geneious™ Pro v.5.6.6 (Biomatters, 2012) to assemble and edit a consensus sequence from sequenced PCR products. De novo assemblies were run with the default settings for highest sensitivity, and these assemblies were edited manually, if necessary. The authenticity of the sequences was assessed by a BLAST search of the National Center for Biotechnology Information (2013) database. 2.5. Morphological vouchers and dissections Morphological identification of a copepod individual to species required that the individual be dissected so that appendages could be examined under a compound microscope. We used needles made from 0.25-mm-diameter tungsten wire (see Tindall, 1960) to dissect individuals in the glycerin drop in which the exoskeleton had been stored after DNA extraction. We mounted the antennules, antennae, maxillipeds, and pereiopods 1 to 5 routinely and other parts as needed on a microscope slide. Each part was placed in a separate drop of the following version of Hoyer's mounting medium: 10.0 g of distilled water, 8.0 g of gum Arabic (a.k.a. acacia), 30.0 g of chloral hydrate, 2.0 g of glycerin, 0.07 g of potassium iodine, and 0.10 g of iodine crystals. We placed an 8-mm-diameter, #1.5 cover slip on each drop. Twenty-four hours or more later, the cover slip was sealed to the slide with clear fingernail polish (which prevented evaporation), and the parts were imaged as described in Section 2.2.2.1. 3. Results 3.1. Goal 1, recover voucher material We did preliminary tests of our procedure with A. atopus and recovered the exoskeleton for each of the 17 individuals. Of the 915 individual deep-sea copepods from which we isolated DNA, we recovered the exoskeletons of 891 (97.4%); 838 (91.6%) were suitable for imaging and morphological analyses. After DNA isolation, little or no tissue remained in most individuals. The exoskeleton, appendages, and most setae remained intact (Fig. 1), although caudal setae were often lost during processing. 3.2. Goal 2, procure sufficient DNA template for multiple PCR amplifications We had positive PCR amplification of the 18S target region for the DNA isolated from all 17 individual A. atopus. For DNA isolated from the 915 individual deep-sea copepods, 18S amplification was successful for 884 (96.6%) of them. After DNA isolation, ~ 80 μl of supernatant was available for PCR amplifications, so we had sufficient template for at least eight reactions. We were able to amplify DNA from 97.5% (n = E.E. Easton, D. Thistle / Journal of Experimental Marine Biology and Ecology 460 (2014) 135–143 139 0.470). In particular, only three of the 214 isolates that we amplified after 12 mo of storage failed (Fig. 4). All three of these isolates had amplified for at least 12 mo after DNA isolation. 3.4. Goal 4, develop new primers for the 18S rRNA gene and the cytb gene For the 18S rRNA gene, the primers we designed amplified 96.6% of our deep-sea individuals and sequenced the complete target region for 733 (82.9%) of the 884 amplified. For the cytb target region, we attempted PCR amplification with our primers for 400 of the 884 individuals for which we successfully amplified the 18S target region. Of these individuals, we successfully amplified 385 (96.3%) and assembled consensus sequences for 342 (88.8% of the 385 amplified). Among the deep-sea individuals for which we amplified both genes were members of 12 families of harpacticoid copepods: Aegisthidae, Ameiridae, Argestidae, Canthocamptidae, Cletodidae, Dactylopusiidae, Ectinosomatidae, Idyanthidae, Miraciidae, Nannopodidae, Pseudotachidiidae, and Zosimeidae. 4. Discussion 4.1. Goal 1, recover voucher material Fig. 1. Pre- (A) and post- (B) DNA-isolation images of a male deep-sea copepod (lateral view), showing that the exoskeleton survived the procedure with little or no damage. The specimen was stained with Congo red. Image (A) shows a specimen in good condition with internal tissues present; (B) shows the exoskeleton in good condition with the testis still visible as well as some sediment in the gut. 122) of the individuals stained with rose Bengal and 96.5% (n = 793) of those stained with Congo red. 3.3. Goal 3, isolate stable DNA We isolated DNA from deep-sea individuals that had been preserved in 95% ethanol for between 24 and 52 mo. Grouping individuals by the number of months they had been preserved (Fig. 2) revealed that preservation time had essentially no effect on the success of PCR amplification (R2 = 0.052, p = 0.346). After DNA was isolated, it was stored at − 20 °C for up to 32 mo (Fig. 3). The success of PCR amplification of this stored DNA was essentially independent of storage time (Fig. 4, R2 = 0.031, p = DNA-isolation procedures currently used for copepod studies (e.g., by Braga et al., 1999; Bucklin et al., 2003; Burton, 1998; Caudill and Bucklin, 2004; Easton et al., 2010; Edmands, 2001; Lindeque et al., 1999; Papadopoulos et al., 2005; Street et al., 1998; Thum, 2004; Vestheim et al., 2005) recover little or no morphological voucher material. In contrast, our procedure allowed us to recover the exoskeleton after DNA isolation in a condition suitable for morphological analysis (Fig. 1) in most cases (91.5%), so morphological reanalysis was possible if DNA-sequence data and morphological data disagreed. Few of these current DNA-isolation procedures use Chelex®-based methods or other DNA-release methods (e.g., Edmands, 2001; Montero-Pau et al., 2008) known to isolate DNA without physically damaging specimens (see Hajibabaei et al., 2005). We believe that other DNA-release methods could be modified by addition of a specimen-recovery step, but additional tests would be necessary to determine their relative successes for combined morphological and molecular studies of copepods. Our isolation technique is relatively quick (b60 min for one individual and b80 min for a batch of 10), excluding imaging and the overnight incubation, which can be omitted if time is limited. During preliminary tests (data not shown), we successfully amplified all 22 A. atopus we Fig. 2. Graph showing that PCR success did not decline with months preserved in ethanol before DNA isolation. The number above each bar indicates the number of specimens preserved for that duration. 140 E.E. Easton, D. Thistle / Journal of Experimental Marine Biology and Ecology 460 (2014) 135–143 Fig. 3. Gel images of the PCR product of the ~798-base-pair (bp) 18S target region, showing the stability of the DNA after isolation. The DNA was isolated on 18 November 2010. The image on the left is of the results of the third amplification, which was done five days after DNA isolation; we used 2 μl of template and loaded 10 μl of PCR product and 1 μl of the 100 bp Plus DNA Ladder (Bioneer, Alameda, CA) on the gel. The image on the right is of the results of the twenty-third amplification, on 15 January 2013 (nearly 26 mo after isolation); we used 2 μl of template for PCR amplification and loaded 5 μl of PCR product and 0.5 μl of the ladder on the gel. Both gels were visualized after electrophoresis at 100 V for 30 min, but the gel on the left was stained with ethidium bromide and the gel on the right with Gelstar® nucleic-acid-gel stain. The right-pointing arrow indicates the 1000-bp band, and the left-pointing arrow the 500-bp band of the 100-bp Plus DNA Ladder. Exoskeletons that were not recovered typically disappeared (1) during transfer of the supernatant to the new tube or (2) during the recovery of the specimen from the original tube. The losses occurred, at least in part, because leaching out of most of the stain made the exoskeletons difficult to see with the naked eye. Holding the microcentrifuge tube against a white background made them easier to see. We also retained the pipet tip used to transfer the supernatant so that we could recover exoskeletons that had stuck to them (see Section 2.2.2.3). Future investigators may wish (1) to use magnifying glasses to improve visibility of the exoskeletons throughout the procedure and (2) to experiment with stains, because our impression was that rose Bengal resisted leaching better than Congo red. Another source of loss or damage was drying caused by inadvertent failure to keep exoskeletons submerged throughout the procedure (see Section 2.2). Dried-out individuals became brittle, collapsed on themselves, and tended to stick to the pipet tip and microcentrifuge tube. Once they were stuck, washing them into a petri dish with deionized water often failed to free them. In these cases, we had to free them with a stainless-steel loop, which often caused breakage and lost appendages. In general, collapsed and damaged exoskeletons were not suitable for morphological analysis, a frustrating development because we had often obtained good sequence data from these individuals. 4.2. Goal 2, procure sufficient DNA template for multiple PCR amplifications tested without the overnight incubation and did not detect a difference in PCR success from those incubated overnight. Our approach saved time because we did the morphological analysis only on individuals from which we had already obtained gene-sequence data. Further, most exoskeletons were virtually free of tissue and stain (Fig. 1), so characters were easier to see and dissections were easier than those on the pre-DNA-isolation individuals. We lost or damaged 8.5% of the exoskeletons. This value overestimates the loss expected in future studies because it includes the individuals we processed before modifications (discussed below) were made to reduce loss and damage. Although ~20 μl of the initial 100-μl volume was lost to evaporation and during supernatant-transfer and specimen-recovery steps, enough DNA isolate remained for at least 8 attempts at PCR amplification. In our study, we did as many as 33 amplifications from a single DNA isolate. Our ability to do multiple amplifications on DNA isolated from individuals from at least 12 harpacticoid families shows that our procedure is not taxon specific (see Section 3.4.). Although generally little to no internal tissue (not quantified) remained in our exoskeletons after DNA isolation, we observed some in which substantial amounts of tissue remained. We were able to amplify DNA isolated from many of these individuals and conclude that not all the tissue must be digested for successful PCR amplification. Fig. 4. Graph showing that PCR success did not decline with months (over 12) stored at −20 °C after DNA isolation. The number above each bar indicates the number of specimens stored for that duration before the final PCR amplification. E.E. Easton, D. Thistle / Journal of Experimental Marine Biology and Ecology 460 (2014) 135–143 We were unable to amplify the DNA isolated from 3.4% of 915 individuals. We do not know why they failed. One possibility is that we isolated insufficient DNA. Given the small size (b1 mm) and therefore low biomass of an individual copepod, some failures due to low DNA yield are to be expected. Second, some individuals were probably dead when we collected them; if so, their DNA had begun to decay. A third possibility is poor binding of primers due to poorly conserved complementary sequences in some taxa (see Section 4.4 for evidence from sequence data). 4.3. Goal 3, isolate stable DNA Concerns have been raised about the ability of Chelex®-based procedures, such as ours, to isolate stable DNA. First, Hajibabaei et al. (2005) observed that such procedures have low or no PCRamplification success for individuals preserved for longer than 24 mo before DNA isolation. In contrast, we could PCR-amplify DNA isolated from individuals preserved for as long as 52 mo (Fig. 2; see also Söller et al., 2000). Because our study differs from Hajibabaei et al.'s (2005) study in many ways (e.g., taxon, preservation methods, DNA-isolation procedure), we cannot be sure which steps of our procedure increased our success relative to theirs. A second criticism involves the storage time between DNA isolation and PCR amplification. Some authors (e.g., Giraffa et al., 2000; Hajibabaei et al., 2005; Kim et al., 2012) report that Chelex®-based procedures, including InstaGene™ Matrix, produce DNA that can be stored at –20 °C for as little as one month, unless buffered (as in Söller et al., 2000), before PCR-amplification success declines (Greenspoon et al., 1998; Hajibabaei et al., 2005). With our samples, we observed no meaningful decrease in PCR amplification success with time at − 20 °C (Figs. 3 and 4). Again, the reason for our success after long-term storage is unclear. Future investigators may want to determine whether success differs with taxon, Chelex®-based reagents, the amount of Chelex®resin remaining in the supernatant, the number of freeze–thaw cycles (see Greenspoon et al., 1998), or the ratio of Chelex®-based resin to biomass, which should be maintained at a high enough ratio to bind to PCR inhibitors (see Söller et al., 2000). In sum, our procedure can isolate DNA from millimeter-scale individuals preserved for up to 52 mo, and that isolated DNA was stable for up to 32 mo of storage at − 20 °C. This stability has many advantages, e.g., when logistics constrain the rate of sample processing or when sequencing difficulties are encountered that delay processing. 4.4. Goal 4, develop new primers for the 18S rRNA gene and the cytb gene Our new cytb primers amplified the target region more than 96% of the time, a substantial improvement over the ~ 50% success found by E.E.E. when she used the universal cytb primers during a pilot study (unpublished) that included species from the Canthocamptidae, Harpacticidae, Miraciidae, and Nannopodidae. Subsequent work, including Easton et al. (2014), revealed that the primer-binding regions differed at several loci, a problem that could have interfered with the binding of the universal primers. For those deep-sea individuals that had positive PCR results, sequencing success was 82.9% for the 18S gene and 88.8% for the cytb gene. The higher sequencing-success rate for the cytb target region may have arisen (1) because our primers for this gene are degenerate and therefore suitable for a broader range of species or (2) because we only amplified this gene region for individuals for which we had obtained contaminant-free 18S-sequence data. More than half of the failures arose because one sequencing primer did not provide good sequence data, even after multiple attempts. These failures, as well as failures of both primers, could be due to (1) insufficient DNA concentration of the target region, (2) interference from nontargetlength products or other contaminants, or (3) poor sequencing-primer binding. In future research, sequencing primers such as those in Table 2 141 or species-specific primers may solve this problem. We successfully amplified individuals from at least 12 families, so our primers are not limited to a small number of closely related species. 4.5. Imaging Although not strictly part of our procedure of obtaining gene sequences, our routine of imaging each individual before and after DNA isolation has advantages. The images, which take a few minutes to make, provide a reasonable approximation to the usual habitus drawings, which take hours. Also, a person with very little training can make the images, whereas only an expert can make useful habitus drawings. We suspect that other types of imaging could be done after the individual has passed through the DNA-isolation procedure and before it is dissected. For example, Terue C. Kihara (personal communication) recovered copepod exoskeletons after DNA isolation, stained them in Congo red, and produced 3D images (Michels, 2007; Michels and Buntzow, 2010). Further, if the exoskeleton will not be dissected, scanning electron microscopy might be possible. 4.6. Potential future applications of this procedure Our procedure may be useful in other types of studies where the investigator needs both the identity of the individual and enough DNA for multiple amplifications. For example, ecological studies of copepod health, as indicated by the presence of epibionts (e.g., alveolates, bacteria, fungi) and studies of copepod decomposition and gut contents as indicated by associated biota (e.g., bacteria, diatoms) could be done on single individuals. Our procedure isolates sufficient DNA to amplify and sequence a region of the 18S rRNA gene for marine alveolates associated with our individuals (E.E.E., personal observation). In addition, similar Chelex®-based procedures, including InstaGene™ Matrix, are sensitive enough to isolate DNA from algae (Richlen and Barber, 2005; Simonelli et al., 2009), bacteria (Drake et al., 1996; Giraffa et al., 2000; Kim et al., 2012), trematodes (Enk et al., 2010), and the gut contents of copepods (Simonelli et al., 2009). Because our procedure and other Chelex®-based procedures have successfully amplified and sequenced target regions for the associated fauna, investigators should be able to use our procedure to isolate DNA for such species-level ecological studies. For example, DNA isolated from individuals could be used to amplify copepod DNA as well as bacterial DNA for determination of specieslevel differences in diet and in symbionts. Currently, copepods sequenced from environmental DNA studies often cannot be identified because of the lack of available data (F. Sinniger, personal communication) and are therefore only identified to phylum (see, e.g., Bik et al., 2012), so evaluating biodiversity and ecology of copepods in these studies is difficult. Our approach could expand understanding of copepod ecology if paired with such studies. For example, next-generation sequencing of DNA isolated by our methods would produce sequences for thousands of individuals that would provide a database to which environmental DNA sequences could be compared. The morphological component of our study could then be focused on those individuals that are most abundant. 5. Summary We developed a procedure that isolates DNA from individual, millimeter-scale copepods. Our procedure has several advantages for future copepod studies. (A) DNA can be isolated from whole individuals rather than just pieces, so more DNA can be isolated. (B) Individuals can be recovered after DNA isolation in condition suitable for morphological analysis and imaging. Recovery of individuals allows them to be retained as voucher specimens and to be reanalyzed for new specieslevel characters when DNA-sequence data show that individuals previously thought to be conspecific belong to different species. Because 142 E.E. Easton, D. Thistle / Journal of Experimental Marine Biology and Ecology 460 (2014) 135–143 specimens are recovered intact, individuals can be identified after rather than before DNA isolation, so no time is wasted on morphological analysis of specimens for which DNA-sequence data could not be obtained. (C) Sufficient DNA is isolated from a single individual to allow multiple PCR amplifications and therefore to allow multiple attempts at successful sequencing and the amplification of several target genes. (D) Stable DNA can be isolated from specimens preserved in ethanol at −20 °C for up to 52 mo, so archived specimens can be used when fresh specimens cannot be collected. (E) The isolated DNA is stable and is therefore suitable for PCR amplification after at least 32 mo at − 20 °C, so among other things, individuals are less likely to become impossible to analyze if processing is delayed for some reason. Finally, (F) we designed new primers for the 18S rRNA and the cytb genes, which work for at least 12 families of harpacticoids. Acknowledgements D. Oliff at the FSU Oceanography Instrument Shop made the depression-well plates. M. Schram made the stainless-steel loops. S. Miller at the FSU Sequencing Facility performed sequencing reactions. J. W. Fleeger (then at Louisiana State University) gave us the cultures. The manuscript was improved by comments from L. E. Gillies, M. Huettel, T. (Spears) Terebelski, A. B. Thistle, and two anonymous reviewers. Assistance in the laboratory or at sea was provided by C. Armstrong, S. Bode, S. Bourgoin, M. Bublitz, E. Carroll, R. Carvalho, K. Christiano, R. Coker, V. Cruz, E. Darrow, S. Dorado, K. Easton, J. 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