Alexander T.
Hwu‡
*a,
Masoud
Madadelahi‡
b,
Rie
Nakajima
c,
Ehsan
Shamloo
d,
Alexandra
Perebikovsky
d,
Horacio
Kido
d,
Aarti
Jain
c,
Algis
Jasinskas
c,
Shawna
Prange
e,
Philip
Felgner
c and
Marc
Madou
*ab
aDepartment of Chemical and Biomolecular Engineering, University of California, Irvine, 6000 Interdisciplinary Science & Engineering Building, Irvine, CA 92617-2580, USA. E-mail: alexanderthwu@gmail.com; mmadou@uci.edu
bSchool of Engineering and Sciences, Tecnologico de Monterrey, Ave. Eugenio Garza Sada 2501, Monterrey 64849, NL, Mexico
cSchool of Medicine, University of California, Irvine, 1001 Health Sciences Rd, Irvine, CA 92617, USA
dAutonomous Medical Devices Incorporated, 3511 Sunflower Avenue, Santa Ana, CA 92704, USA
eGrace Bio Labs, 1015 Emkay Drive, Bend, Oregon 97702, USA
First published on 21st June 2022
Heterogeneous immunoassays (HI) are an invaluable tool for biomarker detection and remain an ideal candidate for microfluidic point-of-care diagnostics. However, automating and controlling sustained fluid flow from benchtop to microfluidics for the HI reaction during the extended sample incubation step, remains difficult to implement; this leads to challenges for assay integration and assay result interpretation. To address these issues, we investigated the liquid reciprocation process on a microfluidic centrifugal disc (CD) to generate continuous, bidirectional fluid flow using only a rotating motor. Large volumetric flow rates (μL s−1) through the HI reaction chamber were sustained for extended durations (up to 1 h). The CD liquid reciprocation operating behavior was characterized experimentally and simulated to determine fluid flow shear rates through our HI reaction chamber. We demonstrated the continuous CD liquid reciprocation for target molecule incubation for a microarray HI and that higher fluid shear rates negatively influenced our fluorescence intensity. We highlight the importance of proper fluid flow considerations when integrating HIs with microfluidics.
The heterogeneous immunoassay requires sufficient reaction during sample-substrate incubation to ensure adequate target molecule capture for consistent assay results, severely restricting the valuable potential of HIs for point-of-care (PoC) diagnostics due to long incubation durations. During sample-substrate incubation, target molecules in the liquid diffuse and react with the surface-immobilized capture molecules, decreasing the analyte concentration near the sensor surface and forming a steadily increasing depletion layer. Over time, molecules must diffuse longer distances before reaching the reaction surface, resulting in variable incubation times, and depending on the concentrations and interactions between the capture-target molecules (reaction kinetics), can range from several minutes to overnight.5–7
Flow advection, such as on orbital shakers for self-contained dishes and well-plates or continuous flow through a reaction chamber, minimizes the depletion layer formation, reduces incubation times (western blot or ELISA), and even allows real-time monitoring of analyte binding for applications like SPR.8 However, incorporating advection adds an additional layer of complexity to the system, meaning the HI results become dependent on advection properties, such as fluid velocity. While long incubation times may be acceptable for standard laboratory tests, generating controllable fluid flow through a reaction chamber for self-contained microfluidics (i.e. without pumps or external connections) remains difficult, preventing PoC HI adoption.
To tackle these limitations, some researchers use bead-based immunoassays in which functionalized beads are free to move. Hence, by moving the beads, target molecules in the liquid can reach capture sites on the beads.9,10 In another easy and typical alternative method, researchers utilize liquid reciprocation to generate continuous, sustained flow from a finite liquid sample injected onto a microfluidic device. The liquid reciprocation design is simple, requiring only three fluidic features (a reaction chamber connected at opposite ends to two liquid reservoirs), a pressure-driving source, and three operating steps: 1) liquid is loaded into the first reservoir; 2) the liquid is pushed (or pulled) to the second reservoir, generating flow through the reaction chamber; and 3) liquid is pushed (or pulled) back to the first reservoir, reversing the flow through the reaction chamber. By repetitively transferring the fluid between the two reservoirs (step 2 and step 3) using a combination of push and/or pull actuation, continuous, bidirectional flow is sustained through the reaction chamber. The technique has been successfully demonstrated using different pressure regulation techniques. For example, Kim et al.11 attached a pipette to one chamber and reciprocated the liquid by repetitive up-down pipetting, while Liu et al.12 attached a water bottle to reciprocate liquid through a reaction chamber by manually squeezing-releasing the water bottle; and for user-free actuation, Noroozi et al. utilized counteracting centrifugo-pneumatic forces during acceleration-deceleration to reciprocate liquid through the reaction chamber on a microfluidic centrifugal disc (CD).13 Automating and controlling the liquid reciprocation (LR) fluid flow conditions are critically important for consistent HI results.
We investigate and characterize the fluid flow behavior through a reaction chamber for CD LR, which utilizes counteracting centrifugal and pneumatic forces during endless acceleration-deceleration cycles to generate bidirectional fluid flow through a microchannel and reaction chamber connecting a receiving reservoir and pneumatic reservoir seen in Fig. 1. At a low rotational frequency, pneumatic pressure prevents fluid flow into the pneumatic reservoir. Accelerating to a higher rotational velocity increases the rotational forces, resulting in fluid flow from the receiving reservoir to the pneumatic reservoir. Liquid entering the pneumatic reservoir displaces and compresses the gas in the gas compartment, storing the compressed gas as a counteracting pneumatic force. During deceleration, the liquid flow is reversed from the pneumatic reservoir to the receiving reservoir due to the pneumatic force counteracting the decreasing rotational forces. By continuously accelerating and decelerating, a finite-volume sample containing target molecules loaded into the CD is constantly advected over the reaction surface immobilized with capture molecules.
In this work, we demonstrated reciprocation flow control through a reaction chamber designed for HI integration on a CD. Continuous acceleration–deceleration (acc–dec) cycles between a low and high rotation frequency, generate continuous fluid flow (and fluid advection over the reaction surface). By modifying the acc-dec ramp rates and lower and upper rotation frequencies, different flow rates are established through the reaction chamber. We simulated the process to determine flow characteristics. Finally, we tested and established the CD LR flow conditions for the direct capture of fluorophore-labeled antibodies on a microarray HI (referred to as microarray from here on out) and demonstrate the critical role of proper flow implementation towards PoC when translating HI assays from benchtop to microfluidics.
The ideal situation often used to examine the heterogeneous immunoreaction between a target molecule (species A) and capture molecule (species B) forming a target-capture complex (species AB) can be seen in eqn (1) as
(1) |
cent = −ρf × ( × ), | (2) |
Cor = −2ρf × f, | (3) |
(4) |
(5) |
The design for CD LR consists of a receiving reservoir and a non-vented pneumatic reservoir with a gas compartment, connected radially outward through a microchannel and reaction chamber, respectively, forming two liquid columns. The ends of the two columns are connected using a radial channel. When the CD is subject to a constant rotational frequency, a self-contained volume of liquid initially occupying the receiving reservoir is transferred into the pneumatic reservoir until the forces acting on the receiving reservoir liquid column equilibrate with the forces acting on the pneumatic reservoir liquid column. The additional pneumatic force acting on the pneumatic reservoir liquid column, resists flow, resulting in more fluid occupying the receiving reservoir liquid column. At equilibrium, the sum of the predominate forces in each column (eqn (5)) is
∑RR = cent + Cor ≡ cent + Cor + pneu = ∑ PR | (6) |
In other publications, the force balance analysis is often approximated by translating the three-dimensional force equation into a two-dimensional pressure difference described by the radial liquid positions in each reservoir (measured from the center of the disc). When the fluid is transferred from the RR to the PR due to increasing rotational frequency, the corresponding radial positions of the liquid, rR and rP, increases and decreases, respectively and vice versa when fluid is transferred from the PR to the RR. The dynamic centrifugal pressure approximated from the radial positions is seen in eqn (6) and the pneumatic pressure difference becomes eqn (7).
(7) |
(8) |
A spin stand assembly was used to spin the CDs for fluidic actuation. A piece of reflective foil was placed on the edge of the CD and the CD was placed onto the custom spin chuck attached to the shaft of a DC motor (BLWS235D-36V-4000-1250SI, Anaheim Automation) with an optical encoder. A stepper controller (EZSV23WV, All Motion) wired to the motor and optical encoder provided feedback control. The motor was spun by sending commands to the controller using software (EZCommander) or through Python-written scripts. Fluidic flow was recorded during rotation using the sensor-camera assembly. A fiber optic sensor (PBT46U, Banner Engineering) with a trigger (D10DPFP, Banner Engineering) detected the reflective foil at each revolution, signaling the stroboscope (DT-311A, Shimpo) to flash and the camera (acA800-510uc, Basler or CR14-1.0-16C-NL, Kron Technologies) to acquire an image.
Reciprocation experiments were carried out on the spin stand. Briefly, 50 μL of fluid was injected into the disc and the disc was secured onto the spin chuck. The commands were issued, subjecting the disc to extended acc–dec cycles, and the process was recorded. The radial liquid positions were determined from the liquid column heights extracted from recorded video frames. Frames were extracted from the native video (AVI format) and analyzed using OpenCV in Python. The camera resolution (800 × 600) provided a 46 pixel per mm precision with an approximate uncertainty of ±3 pixels due to the edge detection algorithm. For fluid visualization experiments, 10 μL of dyed water (measured density = 1.05 g cm−3) was loaded into the pneumatic reservoir and sealed, while 40 μL of DI water was loaded into the receiving reservoir.
Array printers were used to deposit protein spots onto the glass-supported nitrocellulose substrates. IgG and IgM were spotted (1 nL) in triplicates at four concentrations in serial dilutions (2:5) starting at 0.15 mg mL−1 for IgG and 0.95 mg mL−1 for IgM. The Strep647 and Spike protein spots (150 μm diameter) were printed in quintuplicates on each substrate at eight concentrations. The eight printing concentrations corresponded to a binding density range of approximately 7.8 × 10−7 mole per m2 to 6.1 × 10−9 mole per m2. The b-BSA, with a degree of biotinylation of 10, was printed at a concentration of 7.8 × 10−8 mole per m2 to obtain an equivalent binding site ratio to the printed Strep647. The Strep–AuNP was printed by depositing 1 μL onto the nitrocellulose surface. The glass slide containing sixteen printed arrays was diced into sixteen individual 9 × 9 mm arrays before assembly into the CDs. Printed and CD-assembled arrays were stored in a nitrogen desiccator at room temperature until use.
Reciprocating flow over the microarray surface was performed by loading the test samples into the CD and subjecting the CD to multiple acc–dec cycles for various durations. After the incubation time, the test sample was aspirated and replaced with 50 μL of wash buffer (TBS-T) and reciprocated for 2 minutes between 20 and 100 Hz with acc–dec rate of 160 Hz s−1 for 2 min. After the reciprocation wash, the buffer was aspirated, the array was disassembled from the disc, dried, and imaged for fluorescence intensity.
Benchtop incubation was performed by assembling the glass slide with the array-slide system obtained from Grace Bio-Labs (204860). Samples (100 μL) were loaded into the wells and the array-slide system was agitated on a microplate shaker (88-861-023, Fisher Scientific) at 700 RPM for the designated time. After incubation, the samples were aspirated, and the arrays were washed three times using TBS-T (100 μL) for 5 minutes each at 700 RPM. Following the last wash step, the slides were disassembled from the array-slide system, placed into a 50 mL conical tube, and centrifuged for 1 min at 4000 RPM (5702, Eppendorf) to dry the microarrays before fluorescence imaging. The captured antibodies on the surface remain stable when dried.
We analyzed the radial position measurements and identified interesting characteristics pertaining to the centrifugal and pneumatic forces at play. Both cycles (τ = 1 s & 10 s), reflect the same radial positions at the low rotation frequency (rR ∼ 16.2 mm; rP ∼ 22.9 mm) and high rotational frequency (rR ∼ 18.8 mm; rP ∼ 21.4 mm) but exhibit different profiles in between. The fast CD LR cycle (τ = 1 s at 160 Hz s−1), provides quick, rapid liquid transfer from one chamber to the next and vice versa in the deceleration step. Acceleration drives liquid at a linear rate (t = 0–0.35 s) until the pneumatic force becomes proportional to the centrifugal force (Fcent ∼ Fpneu). When the pneumatic pressure starts hindering fluid transfer (t = 0.35–0.5 s), increasing rotational frequency continues to facilitate fluid flow due to the scaling of the centrifugal and pneumatic force (Fcent ∼ ω2 ≡ (2πf)2vs. Fpneu ∼ V0/Vf).19 During deceleration, liquid flow only reverses after the rotational frequency (t ≈ 0.6 s) decreases past the threshold required for pneumatic forces to overcome centrifugal forces. Further decrease below the threshold frequency greatly reduces the centrifugal force, allowing for rapid gas expansion and generating a reverse flow rate slightly greater, albeit shorter, than the acceleration step. Towards the end of the cycle, the reverse flow decreases due to depleted pneumatic forces. The behavior observed for the slower reciprocation cycle (τ = 10s at 16 Hz s−1) can be explained using the same rational. The centrifugal force dominates (t = 0–2 s), driving fluid flow into the pneumatic reservoir until the pressure build up in PR-GC in the pneumatic head space impedes further fluid displacement (t = 2.5–5 s). Compared to the cycle with a ramp rate of 160 Hz s−1, the fluid flow during the deceleration step reflects a strikingly different behavior. Instead of the rapid gas expansion driving reverse fluid flow, reverse flow for a slow deceleration (16 Hz s−1) is controlled by the same counteracting centrifugal and pneumatic force, mirroring the profile observed in the acceleration step.
To reiterate, the acceleration ramp rate controls forward flow while counteracting centrifugo-pneumatic forces control revere flow. Forward flow depends critically on increasing the rotational frequency and is proportional to the ramp rate. On the other hand, reverse flow relies on gas expansion. For an instantaneous deceleration (τdec = 0.5 s at 160 Hz s−1), once the rotational frequency decreases past a threshold frequency, the centrifugal forces counteracting the pneumatic compression quickly dissipate, allowing for flow reversal via rapid gas expansion (Fpneu ≫ Fcent). In contrast, during a slow deceleration step (τdec = 5 s at 16 Hz s−1), the counteracting centrifugal and pneumatic forces remain proportional (Fpneu ∼ Fcent).
To identify fluid flow behavior through the reaction chamber during the acc–dec process, we simulated the reciprocation process using the experimentally measured radial positions. The liquid domain was extracted from the initial fill levels of the geometric design and the receiving reservoir and pneumatic reservoir were implemented as a moving mesh to reflect the radial liquid positions. By using the empirical radial positions (Δr) as the velocity boundary conditions on the liquid–air interface of the receiving reservoir and pneumatic reservoir, we overcome two challenging tasks associated with CD LR fluid simulations: 1) obtaining appropriate boundary conditions; and 2) eliminate the need to directly simulate the gas-phase behavior. Without this experimentally implemented simulation, the two-phase simulation between the liquid and gas in the pneumatic reservoir and gas compartment, respectively, would result in time-consuming (on the order of milliseconds) and computationally expensive simulation. The balance between centrifugal and pneumatic forces are inherently captured through the moving liquid domains; and in general, using experimentally measured radial positions is a good strategy for avoiding difficulties selecting appropriate boundary conditions for CD fluid simulation even if moving meshes are not used.
We validated the model before extracting the flow velocity in the RC from the simulation results. We compared the experimentally calculated and simulated liquid volumes in the receiving and pneumatic reservoirs (Fig. 4) suggesting that the time step of 1/100 of the reciprocation cycle time was adequate in capturing the volumetric transfer. Additionally, we compared the dye mixing to the simulation streamlines in the receiving reservoir (Fig. 4, insets) for fast CD LR (Video S1†) and slow CD LR (Video S2†). To quickly explain, the acceleration generates vortical flow, also simulated by Ren et al.,20 due to a combination of the Euler acceleration and no-slip wall conditions. During deceleration, the dye returning into the receiving reservoir for a fast ramp rate (160 Hz s−1), extends towards the upper meniscus radial position (Fig. 4, top, inset; t = 0.7 s & 0.8 s). In contrast, the centrifugal force remains prominent in the receiving reservoir during slow deceleration (16 Hz s−1), resulting in stacked fluid layers (Fig. 4, top, inset; t = 6 s). After validating the simulation, we found the integrated average shear rate in the reaction chamber to be 2500 s−1 for the fast CD LR (τ = 1 s at 160 Hz s−1) and 580 s−1 for the slow CD LR (τ = 10 s at 16 Hz s−1). To investigate the shear rate effects during HI assay integration, we assigned the shear rate as an order-of-magnitude approximation for the fast CD LR (2500 s−1 ≈ 103 s−1) and slow CD LR (580 s−1 ≈ 102 s−1).
We hypothesized that the reaction system with largely favorable kinetics (kf ∼ 1 × 106 M−1 s−1, kr ∼ 1 × 10−3 s−1) would benefit from the advection with increasing shear rates yielding higher fluorescence intensities. Incubation was tested and compared between the two different CD LR cycles, on the benchtop orbital shaker, and at static conditions for a 15-, 30-, and 60-minute incubation duration. The mean fluorescence intensity (MFI) results of the IgG (Fig. S1†) and IgM (Fig. 5) support the typical expectation that advection does indeed improve the assay results.
The most apparent trends between the three forms of advection are observed for the mean fluorescence intensities obtained on the IgM spots at the highest immobilization concentration (top left, Fig. 5). By using advection – benchtop orbital, slow CD LR, or fast CD LR – the mean fluorescence intensity was increased two-fold compared to the static incubation across all incubation durations. However, the typical statement that increasing shear rate increases fluorescence intensities is not obvious. After 15 and 30 minutes of incubation, the mean fluorescence intensities obtained using the fast CD LR with a higher shear rate (103 s−1) was ∼20% lower and statistically different (p < 0.05) compared to the fluorescence intensities obtained using a slow CD LR with an intermediate shear rate (102 s−1) and on the benchtop orbital shaker with the lowest shear rate (101 s−1). Yet by 60 minutes, the mean fluorescence intensities obtained between the fast CD LR and benchtop orbital shaker yielded similar results, whereas the fluorescence intensities obtained using the slow CD LR was lower by 30%. The reasoning is best explained by desorbing capture molecules, and we verified this effect by measuring the fluorescence of printed Strep647 capture molecules overtime under static incubation conditions (Fig. S2†). As a result, the large shear rates obtained during the fast CD LR (∼103 s−1) resulted in greater capture molecule desorption at the surface due to the thin concentration boundary layer formation.5 Whereas the orbital shaker maintained a thicker boundary layer, minimizing the desorption process. The interpretation can also be visualized at the additional immobilization concentrations and for the immobilized IgG capture molecules (Fig. S1†). After the 60 minute incubation, the fluorescence intensities measured at the 8.2 to 1.3 × 10−9 mol m−2 for the static incubation and slow CD LR were statistically insignificant. For the static incubation condition, few molecules are lost due to lack of fluid.
To assess the hypothesis, we used scanning electron microscopy (SEM) to visualize the shear-induced desorption effects on a test substrate (Fig. 6i, bottom left) of immobilized 150 nm, streptavidin-conjugated gold nanoparticles (Strep–AuNP) and two stripes of immobilized biotinylated-BSA (b-BSA). Before incubation, the as-printed nanoparticles are relatively dispersed, with the edge rather defined in the SEM image (Fig. 6i). After a short 5 min incubation on the benchtop orbital shaker (Fig. 6ii) versus the fast CD LR (Fig. 6iii), a stark contrast is visualized between the orbital induced shear rate and fast CD LR shear rate on nanoparticle distribution. The low shear rates (∼101 s−1) generated by the orbital shaker during benchtop incubation is incapable of displacing the heavier Strep–AuNP from its print area whereas desorbed b-BSA molecules are free to advect to the Strep–AuNP vicinity, reacting with and aggregating the Strep–AuNP. On the other hand, the flow advection generated from the large shear rates of fast CD LR (∼103 s−1), was so robust, spot deformation was clearly visible (Fig. 6iii, upper left); the number of particles removed from the original print area was so significant we had difficulty locating the Strep–AuNP edge during SEM imaging.
To illustrate the shear-induced effects further, we spotted Strep647 and b-BSA capture molecules to check for simultaneous desorption and reaction using the fast CD LR (∼103 s−1) and slow CD LR (∼102 s−1) at four incubation durations. The fluorescence observed between the two different CD LR conditions reaffirm the shear-dependent effects on capture molecule desorption (Fig. 7). For the fast CD LR, no further desorption is observed from 15 to 45 minutes of incubation. An increase of the Strep647 MFI after the 60 minute incubation could be attributed to the reaction with desorbed b-BSA molecules and recapture of Strep647 (Fig. 7, top, filled). Meanwhile, the largest decrease in fluorescence for the slow CD LR is observed between the 30-minute and 45 minute incubation. Meanwhile, the steady increase in fluorescence measured at the b-BSA capture molecule spots for both CD LR conditions is attributed to a slower b-BSA capture molecule desorption rate compared to the reaction rate with desorbed Strep647 (Fig. 7, bot).
Briefly, the previous section indicates that incubation at higher shear rates with fast CD LR (∼103 s−1) results in an initial, rapid capture molecule desorption with no significant desorption effects seen past 15 minutes of continuous shear. Meanwhile, the fluorescence results obtained at a lower shear rate with slow CD LR (∼102 s−1) reflect a more complex phenomenon, where the fluorescence intensities depend on the capture molecule desorption rate and target molecule reaction rate.
The changes in fluorescence intensity can be attributed to desorbing capture molecules, desorbing reaction complexes, or heterogeneous reaction of target molecule binding to the capture molecules. The fluorescence intensities obtained at shorter incubation durations (Fig. 8a, t = 15 min) using slow CD LR (filled bars) were initially higher than those obtained using fast CD LR with more shear (open bars); the concentration of capture molecules on the surface of the nitrocellulose remains greater when less shear is used during incubation, resulting in more reaction complexes (and higher fluorescence intensity) compared to using more shear. However, increasing the incubation duration using the slow CD LR (t = 60 min) negatively decreases the mean fluorescence intensity due to the continuous desorption of capture molecules and reaction complexes. The increase in fluorescence intensity obtained using fast CD LR for the different spotted concentrations suggests that once desorption stops, the reaction behaves like a standard heterogenous immunoassay.
The importance of proper flow considerations is quite critical when implementing HI into a microfluidic system due to the different behaviors obtained between the fast CD LR and slow CD LR. If the assay were to be used for an analytical detection concentration near 100 nM at short incubation durations (15 minute), one would use the slow CD LR to obtain a higher mean fluorescence intensity. Conversely, if the desired detection concentration is near 1 nM, one may favor the longer, 60 minute incubation with the fast CD LR to generate a higher mean fluorescence intensity. However, selecting optimal incubation conditions becomes more challenging when expanding the desired detection concentration range to include concentrations from 1 nM through 100 nM.
For hypothetical diagnostics, the spots at different dilutions can be used in a similar way as performing serial dilutions for ELISA. The mean fluorescence intensity obtained at each spot is proportional to the total sample concentration dictated by reaction kinetics. By comparing the assay results to a quantification database, a quantitative readout can be obtained (Fig. 8b, top). However, when proper flow conditions are disregarded, different analyte concentrations can generate overlapping fluorescence profiles (Fig. 8a, t = 30 min, dotted box) making HI unsuitable for accurate diagnostics (Fig. 8b, bot). In other words, flow conditions can compound and contribute to variable test results if not carefully controlled during microfluidic assay development. Additionally, while we only observed one data group which exhibited overlapping fluorescence profiles due to different flow conditions, generating a quantification profile with more intermediate dilutions would ultimately make the HI integration for PoC diagnostics more challenging.
Footnotes |
† Electronic supplementary information (ESI) available. See DOI: https://doi.org/10.1039/d2lc00213b |
‡ Authors contributed equally to this work. |
This journal is © The Royal Society of Chemistry 2022 |