PULSED FIELD GEL ELECTROPHORESIS A Practical Guide j BRUCE BIRREN Division of Biology California institute of Technology Pasadena, California ERIC LAI Department of Pharmacology University of North Carolina Chapel Hill, North Carolina ACADEMIC PRESS, INC. Harcourt Brace Jovanovich, Publishers San Diego New York Boston London Sydney Tokyo Toronto Cover photograph is courtesy of Yoshiaki Tachi-iri, Hamamatsu Photonics, K.K. Hamakita Research Park, Hirakuchi, Hamakita City, 434 Japan. This book is printed on acid-free paper. @ Copyright © 1993 by ACADEMIC PRESS, INC. All Rights Reserved. No part of this publication may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopy, recording, or any information storage and retrieval system, without permission in writing from the publisher. Academic Press, Inc. 1250 Sixth Avenue, San Diego, California 92101-4311 United Kingdom Edition published by Academic Press Limited 24-28 Oval Road, London NW1 7DX Pulsed Field Gel Electrophoresis: A Practical Guide by Bruce Β irren, Eric Lai International Standard Book Number: 0-12-101290-5 PRINTED IN THE UNITED STATES OF AMERICA 93 94 95 96 97 98 EB 9 8 7 6 5 4 3 2 1 To the Memory of My Mother, Wah Leung Eric Lai PREFACE The ability to separate very large DNA molecules by pulsed field gel electro- phoresis (PFGE) instantly changed the scope of problems amenable to molecu- lar approaches. With the codevelopment of methods for preparing and analyz- ing large DNA molecules, pulsed field gels have precipitated explosive progress in a number of diverse disciplines. In many cases, for example, in microbial genetics or crop sciences, the techniques of PFGE represent a radical departure from traditional methods. In addition, the rapid evolution of early pulsed field hardware repeatedly made certain procedures or equipment obso- lete. Now, although commercial apparatuses offer consistent performance, one must choose between a number of very different devices. Thus, we have attempted to provide a complete guide that will serve as an introduction to the equipment, the process, and the procedures used for performing pulsed field gel electrophoresis. We have attempted to accommodate researchers working with a variety of organisms, and with different levels of interest in the process itself. We have been involved in the development of the instrumentation, pro- cedures, and applications of pulsed field gel technology since the early days of home-designed and homemade equipment. When we began, desperation or a love of electronics were the prime motivations for undertaking pulsed field experiments. With the advent of commercially available equipment and mark- ers, the field has become less of an art and more of a science, offering routine and reproducible separations. It was not until we began teaching PFGE in courses and workshops that we realized the need for a comprehensive manual. This is the first book to provide details on all the aspects of PFGE, from selection and setup of the equipment, to preparation of samples and selec- tion of separation conditions, to the many special applications of pulsed field gels. xvii xviii PREFACE Although this book serves as an introduction to PFGE to researchers who are new to the field, we have included information that will aid experienced users who would like to learn more about pulsed field technology and how best to exploit it. Thus, the procedures include both step-by-step instructions and notes that discuss additional aspects or alternatives to the techniques pre- sented. In addition, many of the tables are intended as a reference source for users long after they have become comfortable running pulsed field gels. We have also assembled an extensive bibliography, referenced by topic and organ- ism. This offers a view of what has, and has not, been accomplished with pulsed field gels and will stimulate further exploration of topics beyond the scope of this book. We are deeply indebted to our wives and children for their ongoing patience and encouragement. We are pleased to thank Leroy Hood and Melvin Simon for creating the opportunity for our work together, Valeta Gregg for initiating this project, and Phyllis Moses for having the stamina to see it through. We thank all our colleagues over the years who have commented on our evolving protocols, as well as Catherine Esnault, Celeste Cantrell, Lee Hui, and Jeff Stein for proofreading parts of the manuscript. We are especially grateful to Joan Kobori for her numerous suggestions and improvements to the entire manuscript. Finally, we would like to thank Gilbert Chu and Ted Davis for contributing their blueprints and data; all the companies that have provided information; and those who have contributed procedures, figures, and tables. Bruce Birren Eric Lai C H A P T ER 1 INTRODUCTION TO CONVENTIONAL AND PULSED FIELD GEL ELECTROPHORESIS 1.1 Conventional Gel Electrophoresis Conventional gel electrophoresis of DNA molecules is carried out by placing DNA samples in a solid matrix (most commonly agarose or Polyacrylamide) and inducing the molecules to migrate through the gel under a static electric field. In the absence of external forces, DNA molecules exist in a relaxed form; their movement is mostly Brownian motion (Fig. 1.1 A). Under the influence of an electric field (Ej), the DNA molecules elongate and align with the field and migrate toward the anode by a process termed "reptation" (Fig. LIB). Reptation of DNA through the gel can be likened to the movement of a snake through bamboo: the head selects the path and the rest of the molecule follows. The separation of molecules of different size predominantly depends on the sieving properties of the gel matrix; smaller fragments can move more easily through the solid matrix. Several parameters affect the separation and mobility of DNA molecules in gel electrophoresis, including composition and concentra- tion of the gel, the buffer, the temperature, and the voltage gradient of the electric field. Using special conditions, static field gel electrophoreis can sepa- rate DNA molecules as large as 50 kilobase pairs (kb) (represented by the medium-size molecule in Fig. 1.1 A). However, in ordinary situations, all mole- cules larger than 20 kb will show essentially the same mobility in a static electric field and, thus, will not be separated from each other (Fig. LIB), because DNA molecules greater than 20 kb (largest molecule in Fig. LIA) will have the same cross-sectional area after they align with the electric field. Early attempts to extend the range of separation to larger molecules relied on reducing the agarose concentration to as low as 0.1% and using very low voltage gradients. 1 2 1. INTRODUCTION TO CONVENTIONAL AND PULSED FIELD GEL ELECTROPHORESIS Figure 1.1 Schematic illustration of DNA separation in conventional and pulsed field gel electro- phoresis. (A) DNA of various sizes exists as a random coil in the absence of an external electric field. Assume the sizes of the DNA molecules represented to be 5, 50, and 500 kb (from top to bottom). (B) Separation of DNA molecules in conventional gel electrophoresis with a static electric field Ε1. All molecules are aligned with the field, but the 50 and 500 kb molecule s present essentially the same cross sectional area in the gel and thus migrate at the same rate. (C) In a pulsed field gel, the first electric field (El in panel B) is turned off and a second field (E2) is activated in a new direction. Shortly after the new field is applied, the smallest fragment has realigned in the direction of the new field, while the large molecules have yet to reorient. The arrows show the possibl e paths the larger DNAs must choose between before they can migrate in the direction of the second electric field. Unfortunately, low-percentage agarose gels are mechanicall y very difficult to handle and the use of low voltage gradients requires run times of days to weeks. Even under these extreme conditions, separation of DNA molecules larger than a few hundred kilobase pairs does not seem possible. 1.2 Pulsed Field Gel Electrophoresis In the early 1970s, Bruno Zimm and co-workers (Klotz and Zimm, 1972) showed that, after the removal of an electric field, the elongated DNA mole- cules relax back to their unperturbed state; the rate of relaxation is dependent on the length of the DNAs. David Schwartz, then a student of Zimm, attempted to exploit this size-dependent relaxation to separate large DNA molecules. Periodically changing the orientation of the electric field would force the DNA molecules in the gel to relax on removal of the first field and elongate to align 1.3 TERMS THAT HAVE BEEN USED IN PULSED FIELD GEL ELECTROPHORESIS 3 with the new field. This process should be size dependent. In the laboratory of Charles Cantor, Schwartz demonstrated the effectiveness of field switching by separating yeast chromosomes several hundred kilobases in length. The principle of pulsed field gel electrophoresis (PFGE) separation fol- lows. When the first electric field (Ej) is applied to the gel, as in Fig. LIB, DNA molecules elongate in the direction of the field and begin to migrate in the gel. The first electric field is then removed and a second field (E ), at some angle 2 to the first field, is activated (Fig. 1.1C). The DNA must change conformation and reorient before it can migrate in the direction of the second electric field. The time required for this reorientation has been found to be very sensitive to the length of the molecule (i.e., molecular weight). Larger DNA molecules take more time to realign after the field is switched than smaller ones do because of the physical barrier of the agarose matrix. Hence, molecules of increasing size must spend a larger portion of each switching cycle reorienting before they can begin to migrate through the gel. As long as the alternating fields are equal with respect to length and voltage, the DNA will migrate in a straight path down the gel that reflects the sum of the many short zig-zag steps actually taken. 1.3 Terms That Have Been Used in Pulsed Field Gel Electrophoresis Because of the additional electric fields involved in PFGE, a number of terms have been introduced to describe fully the electrophoretic conditions used. Table 1.1 lists terms commonly used in PFGE. TABLE 1.1 Terms Used in PFGE Pulsed field Any electrophoresis process that uses more than one electric field in which the electric fields are activated alternatingly Switch interval Amount of time each of the alternating electric fields is active (also referred to as switch time, pulse time) Reorientation angle Acute angle between two alternating electric fields (i.e., the angle between the different directions that the DNA molecules will migrate) Field inversion PFGE system in which the two alternating fields are oriented opposite each other, that is, a reorientation angle of 180° Voltage gradient Electrical potential applied to the gel, measured in volts per centimeter Homogeneous field Electric field that has uniform potential differences across the whole field 4 1. INTRODUCTION TO CONVENTIONAL AND PULSED FIELD GEL ELECTROPHORESIS 1.4 Microscopic Observations of DNA Molecules in Pulsed Field Gel Electrophoresis The effectiveness of pulsed field gels was immediately obvious from the first photographs published by Schwartz and Cantor (1984). However, the process by which the DNA reorient s with the switching fields and, thus, the actual basis for the separation remained a matter of speculation for years, despite numerous biophysical and theoretical studies. Finally, direct microscopic obser- vation of individual DNA molecules in the gel provided clear pictures of how large DNA molecules move and change direction during PFGE. Figure 1.2 shows the movement of a single fluorescently stained phage T2 DNA molecule (164 kb) that is undergoing PFGE on a microscope slide. The DNA molecule is stretched by the initial electric field (oriented horizontally from left to right) (Fig. 1.2A). The first electric field then is turned off and replaced by a second electric field (oriented vertically from top to bottom) (Fig. 1.2B—G). As can be seen in these photographs, the molecule forms kinks (white arrows) as it attempts to align with the second electric field. The different kinks compete to become the new "head" that will lead the migration of the molecule (Fig. 1.2C-F). One of the kinks eventually wins, and the molecule migrates in the new direction. The longer the DNA molecule, the more kinks are formed and Figure 1.2 Time-lapsed photographs of a T2 DNA molecule undergoin g pulsed field gel electro- phoresis PFGE. (A) The molecule aligned along the horizontal direction according to the first electric field. The first electric field is then turned off and the second field (from top to bottom) is activated. Bar = 4 micron. Kinks begin to appear in Β and C, and the kinks compete with each other, until finally, the right end of the molecule becomes the leading end and pulls the molecule to migrate in the second field. (Reprinted with permission from Gurrier: et al., copyright © 1990, American Chemical Society.) PULSED FIELD GEL ELECTROPHORESIS NOMENCLATURE 5 the longer establishment of a new head and migration in the new direction takes. Research such as the microscope observations have advanced our under- standing of the basic concept of PFGE. The precise rules that govern which path a DNA molecule will take when the field switches remain unclear. Com- puter modeling of the process has been able to reproduce some of the phenom- ena associated with PFGE. 5 Pulsed Field Gel Electrophoresis Nomenclature PFGE nomenclature remains confusing because of the large number of acro- nyms used over the years (Table 1.2). The original term pulsed field gradient gel electrophoresis (PFGE) was applied by Schwartz and Cantor (1984) to any gel run using alternating multiple electric fields. It is now clear that a field gradient is neither an important nor a desirable aspect of pulsed field gels. The abbreviation PFG is now taken to mean pulsed field gel, not pulsed field gradient. Subsequently, other names (e.g., OFAGE, FIGE, TAFE, CHEF, PACE, RGE, crossed-field electrophoresis, ZIFE, ST/RIDE) have been given to pulsed field electrophoresis systems that involve variations on the original electrode geometry, homogeneity, and method of reorientation of the electric fields (see Chapter 2). Most of these names are used to describe a particular hardware design (e.g., electrode geometry, electrical circuit), not a specific TABLE 1.2 Pulsed Field Gel Acronyms Acronym Electrophoresis systems Reference PFGE Pulsed field gradient gel electrophoresis Schwartz and Cantor (1984) OFAGE Orthogonal field alternation gel electrophoresis Carle and Olson (1984) TAFE Transverse alternating field electrophoresis Gardiner et al. (1986) FIGE Field inversion gel electrophoresis Carle et al. (1986) CHEF Contour clamped homogeneous electric field Chu et al. (1986) RGE Rotating gel electrophoresis Serwer (1987) Crossed-field gel electrophoresis Southern et al. (1987) Rotaphor Rotating electrodes gel electrophoresis Biometra (see Table 2.3) Waltzer Crossed field gel electrophoresis Anand et al. (1989) PACE Programmable autonomously controlled Clarke al. (1988) electrodes ZIFE Zero integrated field electrophoresis Turmel et al. (1990) ST/RIDE Simultaneous tangential/rectangular inversion Kolble and Sim (1991) decussate electrophoresis