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Journal of Clinical Microbiology, January 2002, p. 52-60, Vol. 40, No. 1
0095-1137/02/$04.00+0 DOI: 10.1128/JCM.40.1.52-60.2002
Copyright © 2002, American Society for Microbiology. All Rights Reserved.
Applied Microbiology, Center for Chemistry and Chemical Engineering, Lund Institute of Technology,1 Department of Mathematical Statistics, Lund University, Lund, Sweden,2 Danish Veterinary Laboratory, Copenhagen, Denmark3
Received 20 July 2001/ Returned for modification 26 September 2001/ Accepted 7 October 2001
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Rn). The CT response was identified as the most suitable for detection modeling to describe the PCR performances of different samples. DNA extracted from S. enterica serovar Enteritidis was studied in double-distilled H2O (ddH2O) and in two different enrichment media (brain heart infusion and BPW) with two PCR mixtures based on AmpliTaq Gold or rTth. A descriptive model was proposed and fitted to the available experimental data. Equivalent PCR performances for the two PCR mixtures were obtained when DNA was diluted in ddH2O. However, the level of detection of DNA was affected when BPW was present during amplification. Use of the rTth mixture generated a 1-log-unit wider linear range of amplification, and the DNA detection levels were 2 x 10-13 g/microwell for the rTth mixture and 2 x 10-12 g/microwell for the AmpliTaq Gold mixture. To verify the improved amplification capacity of the rTth mixture, BPW was inoculated with 1 CFU of S. enterica serovar Enteritidis per ml and the mixture was incubated at 30°C. Samples for PCR were withdrawn every 4 h during a 36-h enrichment. Use of the rTth mixture resulted in an earlier PCR detection during enrichment than use of the AmpliTaq Gold mixture. For accurate detection (CT
30) of S. enterica serovar Enteritidis inoculated in BPW, the rTth mixture required 8.4 h of enrichment, while the AmpliTaq Gold mixture needed 11.6 h. In conclusion, the principle applied can improve the methodology of 5' nuclease real-time PCR for numerical optimization of sample pretreatment strategies to provide automated diagnostic PCR procedures. |
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However, it has been shown that clinical samples inhibit or interfere with PCR, which makes sample preparation necessary prior to PCR (19). Thus, to improve the robustness of diagnostic real-time PCR, the PCR inhibitors must be characterized (3). One way to overcome PCR inhibition is to use alternative DNA polymerases (1) and buffer systems with PCR facilitators (2), if necessary, combined with a suitable sample preparation method. A common diagnostic sample-processing procedure prior to real-time PCR is the use of enrichment followed by a physical sample preparation method or DNA extraction (14, 30). The enrichment step allows the target bacteria to multiply to detectable concentrations, while it also dilutes dead cells and PCR-inhibitory substances. Furthermore, enrichment facilitates subsequent confirmation by culture.
In the present study, a recently developed 5' nuclease assay for Salmonella enterica was used (13). However, to adapt the assay for enrichment PCR in order to avoid false-negative results due to PCR inhibition of enrichment media (20), the influences and interactions of various PCR reagents on the detection response were studied. Similar to other real-time PCRs based on SYBR green and hybridization probes (37), the reaction in the 5' nuclease (TaqMan) PCR (22) undergoes an exponential phase and a plateau phase (10). In an optimized assay, the exponential phase should include no limiting factor and PCR products should accumulate at a steady rate. However, at some point the amplification kinetics change, which leads to the plateau phase. Both phases can be studied by the 5' nuclease real-time PCR in an ABI Prism 7700 sequence detection system. The software generates two detection responses, i.e., the threshold cycle (CT) and the fluorescence intensity by a normalized reporter value (
Rn) (protocol P N 4304437, 1998; TaqMan Universal PCR Master Mix; Applied Biosystems). The
Rn value is obtained by subtracting the value for the reporter signal, R+n (emission intensity of the reporter/emission intensity of a passive reference), from the value for the background signal, R-n (emission intensity of the reporter [no template]/emission intensity of a passive reference [no template]) (protocol P N 4304437, 1998; TaqMan Universal PCR Master Mix; Applied Biosystems). The CT value is the cycle number at which the fluorescence is greater than the fixed threshold fluorescence (protocol P N 4304437, 1998; TaqMan Universal PCR Master Mix; Applied Biosystems). The exponential phase is the region where
Rn exhibits a linear increase, while the plateau phase is the region where the amplification efficiency drops. Changes in amplification efficiency during the exponential phase will lead to less accurate detection, and several factors have been shown to affect the efficiency of PCR, for instance, the DNA quality (11) and the presence of PCR-inhibitory substances (23). Thus, to estimate the influences of different components of clinical samples on the performance of PCR in terms of detection probability, linear range of amplification, and amplification efficiency, the appropriate detection response must be selected for modeling. A suitable model would provide a better understanding for comparisons of the linear ranges of amplification when the PCR mixture contains different samples with substances originating from complex biological matrices. Furthermore, if biological contaminants originating from clinical samples are going to be present during DNA amplification, it is necessary to establish standard curves for an objective interpretation of the results. The objectives of the present study were (i) to study the influences and interactions of various PCR reagents on CT and
Rn in order to identify the most suitable response for the description of PCR performance and (ii) to estimate, using a new model, the PCR performances of different DNA polymerases and PCR mixtures in the presence of enrichment medium. The intended use of the proposed model was for numerical optimization of sample pretreatment strategies to facilitate verification to detect preenriched S. enterica cells without any special sample preparation prior to PCR.
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DNA extraction. DNA was isolated from S. enterica serovar Enteritidis colonies on TGE agar (Merck) with a QIAmp DNA Mini Kit (Qiagen GmbH, Hilden, Germany). Purification was performed by the protocols recommended by the supplier (protocols for bacteria, protocol C, and tissue protocol). The concentration of the extracted DNA was determined by measuring the optical density at 260 nm with a spectrophotometer (GeneQuant RNA/DNA Calculator; Pharmacia, Uppsala, Sweden).
Salmonella 5' nuclease PCR. The Salmonella 5' nuclease PCR assay amplified a 0.12-kb amplicon that originated from the invA gene (13). The oligonucleotides (primers and TaqMan probe) were purchased from DNA Technology Ltd. (Århus, Denmark). The TaqMan probe was labeled with 6-carboxyfluorescein (FAM; reporter dye) and 6-carboxytetramethylrhodamine (TAMRA; quencher dye). The total PCR mixture consisted of 50 µl; and two different PCR mixtures were used since two DNA polymerases, AmpliTaq Gold (Applied Biosystems, Foster City, Calif.) and rTth (Applied Biosystems), were tested with the buffer systems supplied with each of the polymerases. The PCR mixture for AmpliTaq Gold was composed of the following reagents and concentrations: 100 nM TaqMan probe, forward and reverse primers at concentrations of 900 nM each, 1x TaqMan Universal PCR Master Mix (including deoxynucleoside triphosphates [dNTPs; 200 µM dATP, 200 µM dCTP, 200 µM dGTP, and 400 µM dUTP]; Applied Biosystems), 0.01 U of uracil-N-glycosylase per µl, 2.5 mM MgCl2, and 0.025 U of AmpliTaq Gold per µl. The PCR mixture for rTth DNA polymerase had the following reagents and concentrations: 100 nM TaqMan probe, forward and reverse primers at concentrations of 900 nM each, 1x chelating buffer (N808-0098; Applied Biosytems), 0.05 U of rTth DNA polymerase per µl, dNTPs (dATP, dCTP, dGTP, and dTTP, each at a concentration of 200 µM; Applied Biosystems), 2.5 mM MgCl2, and 8% (vol/vol) glycerol (Merck). Double-distilled H2O (ddH2O) was used in both PCR mixtures, and the sample volume was 5 µl. The samples and PCR mixture were distributed over a 96-well microwell plate (MicroAmp; Applied Bisosytems), and the microwell plates were sealed with MicroAmp optical caps (Applied Biosystems). Two nontemplate controls were added to each microwell plate. Amplification took place in an ABI Prism 7700 (TaqMan) sequence detection system (Applied Biosystems). Each amplification was run online and started with a denaturation step at 94°C for 10 min, followed by 40 cycles at 94°C for 15 s and 55°C for 60 s. The fluorescence measurements were made online, and at the end of the PCR program these were analyzed with the sequence detection systems software (version 1.6.3; Applied Biosystems). The reference dye for the rTth reaction mixture was TAMRA, while the reference dye for the AmpliTaq Gold mixture was 6-carboxy-X-rhodamine (ROX) dye. All calculations of the CT value were performed with the threshold set at 0.1.
Factorial design experiment. To study the interactions of the PCR reagents in the PCR mixture, a factorial design experiment (central composite 25 factorial design) was used, and the experimental design is given in Table 1. The factors, in terms of the PCR reagents, tested were the MgCl2 concentration (in millimolar), the probe concentration (in nanomolar), the primer concentration (in nanomolar), the DNA polymerase concentration (in units per microliter), and the amount of Salmonella DNA (in grams). Two DNA polymerases with their corresponding buffer systems, AmpliTaq Gold and rTth, were tested in two different experiments. Center points were included, which made it possible to test if curvature was present (24). Axial points were included in the design to make it possible to further evaluate the curvature. The center points were chosen so that they were at the same concentrations as those used for the PCR reagents for the Salmonella 5' nuclease assay, as described previously (13). The results generated were used for statistical data analysis with the statistical software S-Plus (version 4.0; Math Soft, Seattle, Wash.).
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TABLE 1. Experimental design and results from the factorial design experiment with the two PCR reaction mixtures based on AmpliTaq Gold and rTtha
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The model was evaluated on the basis of the available experimental data from studies on the PCR performances of the two DNA polymerases (AmpliTaq Gold and rTth). The experiment was performed three times with 10-fold dilutions of extracted DNA. The range of the DNA dilution was 2 x 10-14 to 2 x 10-8 g. To study the PCR performance when enrichment media were present in the PCR mixture, 5 µl of ddH2O in each microwell was replaced by 5 µl of BHI (Difco Laboratories) or BPW (Merck). This experiment was performed three times. In addition, the effect of changing the medium concentration at a fixed concentration of DNA (2 x 10-9 g/microwell) was studied in a rough screening experiment, but the data obtained were not used for modeling. The concentrations tested were 74, 37, 29, 22, 15, and 4 g/liter for BHI and 76, 51, 25, 21, 15, 10, and 3 g/liter for BPW. The standard concentration of BHI is 37 g/liter, and that of BPW is 25 g/liter; the other concentrations tested were 3 (only BPW), 2, 0.8, 0.6, 0.4, and 0.2 times the standard concentration of each medium. The experiment was performed by adding 5 µl of the prepared medium with each concentration to the microwell.
Enrichment PCR. A total of 10 ml of BPW was inoculated with 1 CFU of S. enterica serovar Enteritidis per ml, and the mixture was incubated in a water bath with orbital motion at 30°C for 36 h. The culture was enriched for 36 h at ambient temperature to allow study of the PCR performance of cells withdrawn in the lag phase, exponential phase, and stationary phase of growth. The growth was followed by determination of the numbers of CFU by plating on TGE agar (Merck) every 4 h. Samples of 100 µl for PCR were also withdrawn every 4 h. The samples for PCR were frozen at -20°C and stored until all samples could be analyzed at the same time by the described PCR assay.
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Rn, in the 5' nuclease real-time PCR were affected differently by the various PCR reagents (Fig. 1). The differences were related to variations in the amplification kinetics rather than interference of fluorescence measurements. When no PCR reagents were limited, the amplification efficiency was sufficient and the two distinct phases were identified, as illustrated in Fig. 1E. In addition, a third phase, a lag phase (i.e., the cycle period required to reach the threshold for the CT response) can also be seen in the amplification plot. The assumed quadratic model did not fit the observations of the axial points well, although this does not influence the general interpretation of the results. It was found that the CT response was significantly (P < 0.001) dependent on the DNA concentration (Table 1). To obtain the optimal performance of the Salmonella PCR assay studied, the concentration of the center point of the factorial design experiment for all except one of the PCR reagents (MgCl2) should be used in the AmpliTaq Gold mixture. The concentration of MgCl2 in the AmpliTaq Gold mixture-based PCR was found to be the factor that most significantly affected the CT value (P < 0.001), and for this response, MgCl2 was found to interact with most of the PCR reagents, especially the primers (P = 0.005) and the probe (P = 0.04). Regarding the value of
Rn, the MgCl2 (P < 0.001) and the probe (P = 0.05) concentrations were found to be significantly involved in the response (Table 1).
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FIG. 1. Graphical illustration of Salmonella DNA amplification kinetics of the 5' nuclease PCR assay (13) for the low and high axial levels used in the factorial design experiment. In all five graphs (A to E) the highest final Rn was obtained for the high axial concentrations of each PCR reagent. All PCR reagents except the PCR reagent being studied are at the concentration of the center level (Table 1). (A) High (4.7 mM) and low (0.1 mM) MgCl2 concentrations; (B) high (160 nM) and low (40 nM) probe concentrations; (C) high (1,600 nM) and low (185 nM) primer (both forward and reverse primers) concentrations; (D) high (0.10 U/µl) and low (0.02 U/µl) AmpliTaq Gold concentrations; (E) high (2 x 10-6 g/microwell) and low (2 x 10-11 g/microwell) DNA concentrations.
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Rn should be >1.0 (Table 1). The CT value was found to be the most appropriate response for estimation of the DNA concentration by plotting the CT value against the DNA concentration. The
Rn response seemed to be a more uncertain measure, and the overall precision of
Rn was insufficient. Therefore, the CT response was used in the remainder of the study as the main response for the description and estimation of the performance of the PCR, i.e., detection probability, linear range of amplification, and amplification efficiency.
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FIG. 2. Graphical appearance of the model used to estimate PCR performance. The experiment was performed three times with 10-fold dilutions of DNA, and the model (the line connecting the datum points) fits the experimental data ( ) that were obtained well. Salmonella DNA amplification took place in the presence of ddH2O and different media with two amplification mixtures: (A) AmpliTaq Gold with ddH2O; (B) rTth with ddH2O; (C) AmpliTaq Gold with BPW; (D) rTth with BPW; (E) AmpliTaq Gold with BHI; (F) rTth with BHI. The vertical dashed lines in all graphs are the log DNA concentration at a detection probability of 0.95 from the estimated model. The horizontal dashed lines at CT equal to 30 marks the proposed upper limit for sufficient PCR performance. From the model the slope was determined and all graphs (A to F) gave close to optimal amplification efficiencies.
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When the DNA concentration was constant (2 x 10-9 g/microwell) and the concentrations of the different media were changed, it was observed that the rTth mixture provided more robust detection than the AmpliTaq Gold mixture (Fig. 3). The use of rTth permitted PCR amplification of S. enterica cells when 5 µl of BPW was present in a total PCR sample volume of 50 µl without the necessity for special sample preparation prior to PCR.
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FIG. 3. DNA amplification by the Salmonella 5' nuclease PCR assay in the presence of 5 µl of BHI and 5 µl of BPW. The graphs show the results of the CT response at a constant Salmonella DNA concentration (2 x 10-9 g/microwell) while the concentrations of BHI and BPW in the media were changed. The experiment was performed with both the AmpliTaq Gold mixture and the rTth mixture. The PCR results correspond to the following DNA amplification combinations: AmpliTaq Gold mixture and BPW medium ( ), AmpliTaq Gold mixture and BHI medium ( ), rTth mixture and BPW medium ( ), and rTth mixture and BHI medium ( ).
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30), the experiment showed that it was possible to detect an inoculation concentration of 1 CFU of S. enterica serovar Enteritidis per ml after 8.4 h of enrichment with the rTth mixture instead of the AmpliTaq Gold mixture, which required 11.6 h of enrichment, as estimated by linear regression (Fig. 4). The exponential growth (determined as the numbers of CFU per milliliter) corresponded to a linear decrease in the CT value between 8 and 16 h of incubation. It was noted that the detectable linear range was reached 3.2 h more quickly with the rTth mixture than with the AmpliTaq Gold mixture. To avoid bias it was found that sample withdrawal should be made during the exponential growth phase of the bacteria.
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FIG. 4. Enrichment PCR for S. enterica serovar Enteritidis. The graph illustrates the dynamic detection range, i.e., the time during which positive detection is possible, by plotting the CT value against the incubation time. BPW was inoculated with S. enterica serovar Enteritidis at a concentration of 1 CFU/ml, and the mixture was incubated at 37°C. Samples for PCR analysis were withdrawn every 4 h. , numbers of CFU per milliliter; , results for AmpliTaq Gold mixture; , results for rTth mixture.
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Rn as the main response (7, 13, 16). In the present study the
Rn response was found to be an uncertain variable for estimation of the concentration of the target bacteria, although other investigators have most often applied it to the detection of pathogenic bacteria by the 5' nuclease PCR (5, 27, 35). Determination of
Rn may be adequate as a qualitative method of analysis, but the CT value should be used to monitor the accuracy. However, expression of results by use of CT values in the range of 35 to 40 are not as accurate and precise as expression of results by use of CT values in the range of 20 to 30 (10), making it necessary to reevaluate positive samples with CT values in the range of 35 to 40 (15). Thus, it is appropriate to present the raw data for CT and
Rn independently in order to use the power of the TaqMan technique (ABI Prism 7700 sequence detection system) for diagnostic applications. The CT value can be used to describe PCR performance, while the
Rn value can verify the presence of the PCR product. As illustrated by the amplification phases in Fig. 1E, the amplification efficiency is not constant during the PCR. Factors that may change during DNA amplification are, for instance, the concentrations of PCR reagents, melting temperatures, and the functionality of the DNA polymerase. Two of the most important PCR reagents that affect the amplification conditions are the DNA polymerase with its supplied buffer (especially salts) and MgCl2 (8, 12). The divalent Mg ion not only acts as a DNA polymerase cofactor (21, 28) but is also involved in many other mechanisms during the PCR. No significant interactions (P > 0.05) between the ion and the enzymes were observed in these experiments, which indicated that a higher concentration did not improve the functionality of the enzyme. Others have shown that MgCl2 facilitates the annealing of primers and the TaqMan probe (36). Also, in our experiment it was observed that higher concentrations of MgCl2 increased the amount of hydrolyzed probe, which led to a stronger fluorescence signal. However, as for many other alkaline metals, the divalent Mg ion binds primarily to phosphates on the DNA backbone (18). Therefore, the ion probably binds to primers, probes, and dNTPs; and the balance between dNTP and MgCl2 has been determined in PCR optimization protocols (12). From the factorial design experiment with the AmpliTaq Gold mixture, it was found that the interaction between MgCl2, the primer, and the probe was significant (P < 0.05) and that a higher concentration of MgCl2 gave a stronger fluorescence signal. The experiment confirmed that the amplification efficiency decreased when the highest primer concentration (concentration of each primer, 1,200 nM) was used. When MgCl2 was present at a low concentration (1.5 mM), it was indicated that the ion probably became trapped and amplification conditions were not favorable. As a result, to optimize the performance of the 5' nuclease PCR, it is necessary to maintain free Mg ions in the PCR mixture. It is also important to consider the proportions of MgCl2 and components of nucleic acids (including templates, primers, probes, and dNTPs). However, no significant interactions were observed in the rTth amplification mixture (P > 0.05); this might have been due to the buffer composition, the fewer numbers of observations in comparison to those for the AmpliTaq Gold mixture, or the interference of some combinations of PCR reagents with the fluorescence measurements. This should be evaluated in more detail in future studies, but the concentrations of the PCR reagents used in the center point of the factorial design experiment for the rTth mixture resulted in appropriate detection responses (Table 1). Furthermore, for future studies of 5' nuclease real-time PCRs, the stabilities of the different fluorescent dyes (FAM, ROX, and TAMRA) should be considered.
The PCR performances of the two PCR mixtures were similar when DNA was diluted in ddH2O and the lowest amplifiable DNA concentration was about 10-13 g/microwell (Fig. 2A and B). At DNA concentrations of about 10-13 to 10-11 g/microwell, the PCR performance was negatively affected for both the AmpliTaq Gold mixture and the rTth mixture, but the AmpliTaq Gold mixture was more prone to be negatively affected (Fig. 2C). However, at higher DNA concentrations (10-10 to 10-8 g/microwell), the PCR performance was more accurate. It is suggested that the model proposed for estimation of PCR performance can be applied when complex biological samples are present in the PCR sample. It was demonstrated that the presence of BPW (10% [vol/vol]) and BHI (10% [vol/vol]) affected the performance of the PCR. The results from the model showed that the rTth mixture was less influenced by the presence of BPW than the AmpliTaq Gold mixture was (Fig. 2C and D). It has been shown that rTth is more salt tolerant and resistant to other ions than some other DNA polymerases (1). Phosphates are present at rather high concentrations (10.5 g/liter) in BPW (Merck), and this might affect the conditions for PCR amplification. In comparison to the AmpliTaq Gold buffer (composed of 150 mM Tris-HCl and 500 mM KCl) the buffer system of rTth contains a higher concentration of KCl (1,000 mM) and contains PCR facilitators such as Tween 20 and glycerol (2). The higher concentration of KCl, the presence of PCR facilitators, and the characteristics of the DNA polymerase in the rTth mixture may improve the DNA amplification of the system to maintain the practical operating range of the assay when BPW is present during PCR. This means that amplification can take place at a lower concentration of target DNA, implying faster detection at low initial concentrations of the target organism.
To carry out enrichment PCR, the physiological state of the cell must be known. Recent studies have claimed that environmental factors, including growth phase, pH, osmotic conditions, temperature, and nutritional stress, can influence the amount of nucleic acid (33, 34). The physiological state of a cell may also influence the ability of the cell to be lysed and thereby contribute to the template available for DNA amplification (31). In enrichment PCR it is of importance to define the optimal point in time for sample withdrawal. In the present study it was demonstrated that the detection accuracy was optimal when the bacteria were in the exponential growth phase (at 8 to 16 h of incubation) (Fig. 4). However, if the aim is to attain qualitative PCR detection, then sample withdrawal during the stationary phase would also provide an appropriate detection response. The results obtained from the enrichment PCR experiment are only for cells inoculated in broths, and caution should be taken when clinical samples are present during enrichment, which needs to be evaluated in future studies. However, before clinical samples are studied in detail it is necessary to establish standard curves for real-time PCR, which are at the moment rare. In addition, since real-time PCR is a new technology in terms of its diagnostic application for the detection of pathogenic bacteria, unambiguous definitions of the detection limit and the linear range of amplification are needed for an objective interpretation of the data.
In conclusion, for optimization of real-time PCR the effects of different PCR reagents on the detection responses must be evaluated for modeling of the PCR performance. For cells inoculated in a broth (BPW), it can be concluded that by optimization of PCR mixtures that maintained the practical operating range of the Salmonella 5' nuclease assay studied, it was possible to obtain an automated high-throughput method. For accurate detection (CT < 30), it was found that use of the rTth mixture reduced the enrichment time required by 3.2 h in comparison to that required by use of the AmpliTaq Gold mixture.
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