Journal of Experimental Botany, Vol. 49, No. 327, pp. 1749–1756, October 1998 The use of image analysis and automation for measuring mitotic index in apical conifer meristems Lars-Göran Sundblad1,5, Paul Geladi2, Arne Dunberg3 and Björn Sundberg4 1 Forestry Research Institute of Sweden, Box 3, S-918 21 Sävar, Sweden 2 Department Organic Chemistry, Umeå University, S-901 87 Umeå, Sweden 3 OmniVisor, Box 2722, S-762 94 Rimbo, Sweden 4 Department of Forest Genetics and Plant Physiology, Swedish University of Agricultural Sciences, S-901 83 Umeå, Sweden Received 30 April 1998; Accepted 18 June 1998 Abstract Introduction The methodology for determination of mitotic index (MI) from apical meristems of conifers was improved to permit the efficient processing of large sample numbers. Improvements were made at three different stages of the method. Firstly, hydrolysis, staining, cytoplasmic bleaching, washing of samples, and temperature regimes were automated, which reduced the need for labour and improved the standardization of chemical treatment. Secondly, the use of vertical and controlled pressure for squashing improved the quality of the preparations and decreased the fraction of discarded preparations. Thirdly, an interactive image analysis system for estimation of MI from preparations was constructed. This system increased the efficiency of analysis of preparations, but did not eliminate subjective manual classification of nuclei into cell cycle stages. The possibility of using fully automated image analysis for estimation of MI was investigated using a standard image processing sequence and by multivariate analysis of image analysis parameters. For this, principal component analysis (PCA) was used to detect cell cycle stage related clustering of nuclei in score plots. PCA was also used to construct a model based on interphase nuclei that enabled correct classification of 25 nuclei from five cell cycle stages as either dividing or non-dividing. The mitotic index (MI ), i.e. the percentage of cells in a population undergoing mitosis, has been used to study cell cycle activity in conifers in relation to several factors, such as developmental stage ( Fielder and Owens, 1989; O’Reilly and Owens, 1987), and frost hardiness (Colombo et al., 1988). Historically, determination of MI in apical conifer meristems was made from stained, fixed and longitudinally sliced sections of apices (Owens and Molder, 1973). Through the use of single cell layer squashes (Carlsson et al., 1980) and standardized sampling procedures (Grob and Owens, 1994), the time required for determination of MI has decreased significantly. However, for large sample numbers, the efficiency in processing and analysis of samples still limits the use of the technique. In this report, improved methods for processing, preparation and sample analysis using interactive image analysis are described. The potential for further methodological improvements is also demonstrated through multivariate analysis of image analysis parameters. Key words: Mitotic index, image analysis, apical meristem, conifer. Materials and methods Sample preparation Buds were sampled from field-grown adult Scots pine trees and immediately placed in test tubes containing 10% neutral formalin and stored at 5 °C. Before staining, the bud scales were gently opened to expose the apical meristem to chemical treatment. Staining of nuclei, squashing and fixation were performed essentially as described by Grob and Owens (1994). However, the complete procedure for staining of nuclei was 5 To whom correspondence should be addressed. Fax: +46 90 150960. E-mail: [email protected] © Oxford University Press 1998 1750 Sunblad et al. done automatically using computer control of temperatures, stirring and exchange of chemicals. Communication between the computer and the external equipment was accomplished by an I/O card and a program written in Turbo Pascal. The procedure included washing for 24 h in distilled water at 2 °C with exchange of water every 30 min, hydrolysis in 5 M HCl at 20 °C for 55 min, washing in distilled water at 20 °C, staining in Schiffs reagent (Fox, 1969) at 20 °C for 2 h, bleaching of cytoplasm by washing in SO water at 20 °C for 2 h with 2 exchange of SO water every 10 min, washing in distilled water 2 for 10 min at 2 °C and, finally, storage in water for up to 24 h at 2 °C. For each staining procedure buds were treated in two 96-well microculture plates which were kept in a water jacked, stirred vessel (Fig. 1). One bud was kept in each microplate compartment allowing simultaneous staining of 192 individual samples. Holes in both the microculture plates and corresponding lids facilitated efficient circulation of chemicals through microculture plate compartments. Liquids were fed into the vessel using computer-controlled pumps. Due to the corrosiveness of some of the liquids, pump pressure was mediated to the liquids by air pressure, thus avoiding direct contact between pumps and chemicals. Emptying of the vessel was done by computer control of an electromagnetic valve controlling a water suction outlet. Different temperatures during the various steps of the procedure were controlled by circulating water from a computer-controlled thermostat bath through the water-jacketed vessel. After staining, the apical meristem was removed from each bud and placed in a drop of 45% acetic acid on a microscope slide. Squashing was made by gently applying a coverslip over the sample and finally applying pressure to the coverslip, thus squashing the hydrolysed meristem into a single cell layer preparation. According to Grob and Owens (1994), pressure was applied by pressing the rubber tip of a pencil to the cover slip. This procedure, however, sometimes yielded poor preparations due to smearing if pressure was not applied absolutely vertically. Furthermore, variations in pressure resulted in variations in squash characteristics (Carlsson et al., 1980). To minimize such problems a simple mechanical press was constructed which applied a vertical pressure to the coverslip. The pressure was controlled by using an adjustable torque wrench as the bar handle of the press. The use of a press for squash preparation gave, according to this study’s experience, better results than the use of the rubber end of a pencil. Squashes were fixed by freezing on CO ice, removing the cover 2 slip and extracting water with treatment in 95% and 100% ethanol for 3 min each. Finally Euparol (Chroma-Gesellshaft, Köngen/N, 73257 Germany) was applied to the sample before covering with a cover slip. Table 1. Image analysis parameters Original parameters Definition Area_Pixels The summed area of all image points (pixels) that constitute the object. This also includes the areas of holes within the object. The summed distances between midpoints of adjacent contour-line pixels. The longest distance that can be found between the midpoints of two contour-line pixels. The length of the object’s projection on a plane perpendicular to Length. The length of the object’s projection on the X and Y axes of the image coordinate system. The shortest and the longest of 32 projections at regular angle intervals of the object. The perimeter of an equi-angular polygon with 64 sides, circumscribing the object. The area of a circle having Length as its diameter. The sides of a rectangle having the same area and perimeter as the object. The mean greyvalue of all pixels included in Area_Pixels. The mean absorbance value of all pixels included in Area_Pixels, absorbance being a log transformation of the individual pixel greyvalue. Perimeter Length Width Feret_X, Feret_Y MinFeret, MaxFeret Feretperim Equarea Rectangle_A, Rectangle_B Meangray Absorbance Calculated parameters used in PCA analysis Definition Area_Fract The object’s area as a percentual fraction of the area of the image field. 100.0×(Area_Pixels/fieldarea) Area_Pixels/Length Frequently referred to as CIRCULARITY. (4×p×Area_Pixels)/(Perimeter×Perimeter) (4×Area_Pixels)/(p×Length×Width) MinFeret/MaxFeret Rectangle_B/Rectangle_A Perimeter excess, i.e. the ratio between perimeter and the perimeter of a circle having the area Area_Pixels. Perimeter/Feretperim Area_Pixels/Equarea Length/Mean_Width=(Length×Length)/Area_Pixels Area_Pixels/(Feret_X×Feret_Y ) Area_Pixels/Perimeter Standard deviation of Meangray. Standard deviation of Absorbance. Mean_Width Form_PE Form_AR Form_Feret Form_Rect Excess Roughness Convex Elongation Compactness Hydr_Radius Stdev_Gray Stdev_Abs Automated mitotic index analysis Microscopy, video, A/D conversion and image analysis Microscopy equipment consisted of a transmitted-light microscope (Olympus BH2) with a motorized microscope stage (Märzhäuser EK32) and motor focus (Märzhäuser MA32). A monochrome video camera (Cohu 4912) fitted to the microscope generated images that were digitized by a frame grabber card (Coreco Oculus-MX 3MB) installed in a host computer (Compaq 486 Deskpro 33i). For image digitalization, image processing and automatic object measurements the general image analysis program VISOR (OmniVisor, Rimbo, Sweden) was used. Estimation of MI using interactive image analysis MI was estimated using MITOS, a specially designed interactive program based on subroutines from VISOR. In the MITOS program the following sequence was outlined for estimation of MI: (1) Manual approximation of the average nuclear size within Fig. 1. Set-up for automated staining. 1751 the squash by scanning through the squash and measuring the area of 10–15 average-sized nuclei. (2) Interactive specification of squash coordinates. (3) Subjective manual selection of an image field in the squash with high quality, i.e. having few overlapping nuclei, few tanninfilled cells etc. (4) Automatic registration of the image field position from centre to periphery. Position of image fields was during data analysis used as a correction factor since mitotic figures were unequally distributed at different radial positions of the squashes. (5) Automatic adjustment of video signal gain, digitalization of the image, contrast normalization, and estimation of the total number of nuclei within the image field. Calculation of number of nuclei was achieved by measuring the total area of pixels having a grey value lower than 128 (of 256) on the normalized image and dividing this area by the average nuclear area as defined in (1). (6) Manual, subjective identification, classification and labelling of nuclei undergoing mitosis. 1752 Sunblad et al. (7) Automatic calculation of MI by combining the automatically calculated total number of nuclei and the number of manually identified nuclei undergoing mitosis. (8) For each squash the sequence from no.3 was repeated, using new image fields, until estimation of MI was based on at least 200 nuclei per squash. Methods to investigate the possibility of using image analysis in a fully automated system for determination of MI To investigate the potential for using image analysis as the basis for a fully automated system for the determination of MI, 14 morphometric and densitometric parameters for nuclei in squash images were recorded by the VISOR program. The relevance of the recorded parameters for determination of MI was investigated using two applications of principal component analysis (PCA) as described below. Statistical analysis PCA was first used to obtain an overview of differences and similarities between different cell cycle stages in terms of image analysis parameters. Thereafter, PCA was used to construct a model based only on interphase nuclei, and used to differentiate between dividing and non-dividing cells. For all multivariate studies, 14 image analysis parameters were used. To minimize problems related to variations in illumination of samples under the microscope or variations in staining intensity, all parameters except for Area—Fract, were relative parameters, calculated from original image parameters according to Table 1. For PCA, the systematic variation in the data matrix×composed of the variables (i.e. image parameters) and objects (i.e. nuclei) was described by the model A x =x + ∑ t p +e ik k ia ak ik a=1 or in matrix notation X=1x∞+TP∞+E (1) to unit variance, giving all variables initially the same weight in the analysis. Results and discussion Technical improvements for making microscope preparations Compared to the method for determination used by Grob and Owens (1994), the current method for making microscope preparations has been improved at two stages. First, treatment of the dissected buds with chemicals has been automated ( Fig. 1). Secondly, squashing of the removed apices has been improved by the use of controlled, vertical pressure. Automation resulted in a decreased need for labour, better control over the staining procedure and lowered risk for exposure to chemicals, since automation allowed the staining procedure to take place under a closed hood. Controlled vertical pressure reduced the proportion of preparations discarded due to smearing of squash material by horizontal movement, but also improved the quality of preparations and resulted in more standardized squashing. These improvements might be considered trivial but they were of great practical importance. For instance, the proportion of preparations with a quality sufficient for determination of MI was increased from 60–65% before, to 98% after improvements. Vertical pressure can be achieved either by the use of simple home-made equipment as reported here, or by similar commercially available tools. Interactive determination of MI (2) where x denotes an element in the matrix X, i denotes an ik index used for objects (nuclei), k denotes an index used for variables (image parameters), 1 denotes the vector with all elements being 1, x denotes the kth element of the vector x k and is the average for the kth variable, t denotes the principal ia component scores (object related) and p principal component ak loadings (variable related ) and e is the residual for object i ik and variable k. The number of cross terms, A needed to explain the systematic part in X was determined by cross validation ( Wold, 1978). Furthermore, the parameters P and T were determined in such a way that the first cross term described the largest amount of variance in the data, the second cross term described the second largest amount of the variance in the data, etc. Principal component analysis studies the objects and variables relative to each other in multi-dimensional spaces. Since these spaces are difficult to see, they have to be projected to planes that can be plotted. Principal component analysis makes new axes that allow the construction of these plots in an optimal way. This is done by calculating new axes that explain maximal variance in the data. The score plot (Fig. 3) is a projection of all objects onto a plane spanned by two of these new axes. The physical dimensions of the scores are undetermined since a mixture of the dimensions of the original variables is used. Because of this they are usually called ‘dimensionless’. Usually, as in the present study, if no prior knowledge of the relevance of the variables is available, the variables are scaled Estimation of MI from squash preparations has previously been done by manual counting under a microscope. Fig. 2. Correlation between MI ((number of cells undergoing mitosis/total number of cells)×100) estimated by interactive image analysis and measured by manual counting of nuclei. The figure is based on 12 image-fields and 472 nuclei. Automated mitotic index analysis This is time-consuming and has been a limiting factor for large-scale use of the technique. With the development of interactive image analysis the time needed for this process was reduced by approximately 80%. Estimation of the total number of nuclei was based on measurement of the number of pixels in an image field having a grey level value above a threshold level. This procedure involved several potential sources of measurement error. Everything in an image darker than the defined threshold level will contribute to the value for total number of nuclei and hence tend to decrease the value of MI. In 1753 practice, careful manual selection of suitable areas within the squash was necessary. In this way areas with high levels of tissue fragments, elongated nuclei from procambial cells, and nuclei from large tannin filled pith cells were avoided. The size of nuclei in apical meristems has been shown to vary over time (Owens and Molder, 1973). This would affect estimation of MI in the present system if not taken into consideration, since the estimation of the total number of nuclei was based on the total stained area. Therefore, manual estimation of the mean nuclear area was made for each individual squash by subjectively Fig. 3. Image processing sequence used for the extraction of the image analysis parameters used in PCA (principal component analysis). (a) Original image. (b) Figure 3a made binary and inverted. (c) Image in (b) cleaned from objects outside empirically defined acceptance limit values for size and elongation. (d ) Image in (c) used as a template and applied to image in (a). 1754 Sunblad et al. selecting 10–15 average sized nuclei for area measurement. The thus estimated value for mean nuclei area was later used in the subsequent data analysis as a correction factor for estimation of number of nuclei. In the present study, the nucleus area did not show any systematic variation implying that the above-described procedure might be excluded. To what extent this might be generally true is not known. Although variation in staining intensity, illumination, etc. was low, complete avoidance of this could not be achieved. This was compensated for by the use of automatic gain control of the video camera. An image that was actually dark due to heavy staining or weak illumination was thus brightened by increased amplification of the video signal. The procedure worked well in general, but image frames with very few nuclei had to be avoided since the number of nuclei within such images tended to be overestimated since large bright areas without nuclei resulted in overcompensation of the videosignal. Squashes normally exhibited an unequal distribution of mitotic figures, with a higher frequency towards the periphery. Therefore, the position of each image field from centre to periphery was registered, and the effect of position was compensated for in the data analysis. Having taken the precautions described above, the correlation between MI measured by interactive image analysis and manual counting was good (Fig. 2). Potential for automated classification of nuclei Although interactive estimation of MI provides efficient screening of preparations, the technique does not eliminate subjectivity during classification of nuclei. Subjectivity is a particular problem for pro/interphase and telo/ interphase nuclei classification, since this will influence the MI estimation. The problem is a consequence of the continuous transition between different stages of cell division and this is why classification by definition is artificial and arbitrary. In consequence, automated classification of nuclei would provide, if not necessarily a more correct, then at least, a more objective and reproducible classification. In Figure 3a–d an image processing sequence is shown, illustrating a possible basis for a completely automated system for determination of MI. The original image from the video camera (Fig. 3a) contained nuclei and other areas darker than the bright background. The image was made binary at the grey level in the middle between the lightest and darkest pixels and thereafter inverted, yielding an image with two grey levels, a black background and white objects (Fig. 3b). In this binary image, any group of connected white image points (pixels) was assumed to be an object. Area and elongation were recorded from these objects. Empirically determined acceptance limits for the two parameters were then used to clean the image from tissue fragments, contaminating particles, elongated nuclei from procambial cells and nuclei from large tanninfilled pith cells ( Fig. 3c). Finally, morphometric parameters of the objects remaining in the cleaned binary image were recorded. The image was also used as a mask to select areas in the original image for recording densitometric object parameters (Fig. 3d). The procedure removed not only contaminating cells and particles but also nuclei clumped together, and large areas with double cell layers from the image fields. Depending on the quality of the preparation, a variable number of nuclei were finally accepted as objects. In all cases large fractions of nuclei were discarded. This was mainly due to clumping, i.e. two or more neighbouring nuclei touching or overlapping each other were considered as one large object and consequently discarded as being too large to fit within the defined acceptance limits. Degree of clumping was not related to cell cycle stage. Since squashes normally consisted of 1000–5000 individual nuclei and only about 350 are required to obtain a good measure of MI (Grob and Owens, 1994), only about 10% of the individual nuclei have to be accepted to obtain a stable measure of MI in an automatic screening system. This concept is based on the assumption that the risk of being discarded is equal for nuclei undergoing mitosis and interphase nuclei. To increase the number of accepted objects, the method of Bengtsson et al. (1981) for separating neighbouring objects might be included in a fully automated system. Such procedures should also decrease the risk of two touching nuclei that have a combined area just below the upper accept limit for size being erroneously accepted as a single object. From the nuclei accepted as objects, 14 parameters ( Table 1) describing both shape and densitometric characteristics were measured. All parameters except Area—Fra ( Table 1) were dimensionless parameters calculated from primary parameters according to algorithms in Table1. Fig. 4. Score plot of principal components one, [t1] and three, [t3] based on the 14 calculated image analysis parameters described in Table 1, from nuclei in different stages of cell cycle development. (#) Interphase, (2) prophase, ($) metaphase, (%) anaphase, (&) telophase. Automated mitotic index analysis 1755 Fig. 5. Distance between PCA-model and 25 individual nuclei of different cell cycle stages. The PCA model was based on the 14 calculated image analysis parameters described in Table 1 extracted from 37 interphase nuclei. Y-axis denotes distance from model in relative units. & Interphase, q prophase, k metaphase, f anaphase, % telophase. Relative parameters were preferred since absolute values might vary with several external factors such as staining intensity and illumination. A PCA plot of principal components 1 and 3 based on the 14 parameters measured on a set of nuclei in different stages of mitosis and non-dividing nuclei showed that although data to some extent were structured according to cell cycle stage, overlapping between groups occurred ( Fig. 4). Overlapping was in fact expected, since the transition between classes is in reality continuous and without distinct shifts. These observations, however, only indicated differences in image parameters between nuclei in different stages of the cell cycle. To test if the parameters could be used to classify nuclei as either dividing or non-dividing, a second PCA model was constructed based on 37 interphase nuclei and the 14 image parameters. Twenty-five ‘new’ nuclei, five each from interphase, prophase, metaphase, anaphase, and telophase, were thereafter presented to this model, and the distances between individual nuclei and the model were plotted. Interphase nuclei exhibited the shortest distance to the model, i.e. were similar to the model in terms of the 14 image parameters ( Fig. 5). In fact, a critical distance could be defined which correctly classified all 25 nuclei as either dividing or non-dividing. Taken together, the results from multivariate modelling indicated the potential for using the image processing, image analysis and parameter value analysis as a method for automatic estimation of MI. This methodology was in the present work not developed to a fully automated system for MI determination due to problems with autofocusing. An automatic sequence of random image field selections, image processing and image analysis can easily be defined. However, the automatic functioning of such a sequence requires that either no further focusing is needed after the definition of squash coordinates, or that focusing can be done automatically. The squash method used, yielded preparations with different focus planes for different image fields within the squash. Autofocusing is therefore a prerequisite for a fully automated MI determination sequence. In our system, autofocusing was done by maximizing contrast, i.e. the focus plane was defined as the plane with the highest variation in grey values. However, several contrast maximum planes were consistently detected, resulting in poor functioning of the autofocusing and making a completely automatic classification of nuclei impossible. Ongoing development in the methodology of autofocusing (Jarkrans, 1996) might solve these problems. Acknowledgements Ingela Lindkvist, Monica Lundström and Kjell Olofsson are acknowledged for skilful technical assistance. 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