1. Introduction
The decreasing availability and the increasing demand for fossil energy sources as well as concerns of irreversible climate change have sparked a quest for alternative energy sources, including carbon-neutral transportation fuels. One such alternative to fossil fuels is biofuel produced from currently unused plant biomass. Since lignocellulosic biomass -unlike corn-starch- cannot be used as a food source for humans it constitutes an ideal source for the production of biofuels. Currently, the production of biofuels from this unutilized biomass is not economically viable and crippled due to high costs involved in the conversion of biomass to sugars, and the limited repertoire of current generation microbes to produce a host of necessary transportation fuels beyond the simple fermentation into ethanol. Recently extensive research efforts are underway to overcome the bottlenecks for an economically viable lignocellulose biofuel industry. Advances must be made in the area of feedstocks engineering, optimization of deconstruction processes, including chemical, enzymatic or microbial pretreatment and saccharification approaches, as well as in the area of fuels synthesis, and require a variety of biophysical approaches, some of which are discussed here in more detail.
2. ThermoGravimetric Analysis (TGA) and Differential Scanning Calorimetry (DSC)
Thermogravimetric analysis is a thermoanalytical technique that measures the change in mass of a substrate as a function of temperature. The temperature of the sample and a blank are increased/decreased at a constant rate and the change in weight is measured as a function of sample temperature. As these experiments are highly temperature sensitive they are conducted in highly insulated chambers. The sample holders used in TGA experiments have to be highly conducting to avoid any lag between temperature measured outside and inside the sample holder. There is practically no sample preparation required and the technique can be used for solids or liquids or a mixture of both. A small mass of the sample (<10 mg) is weighed and its mass change is measured against the mass change of an empty sample holder. The sample holders come with and without a hole in the lid thus allowing (or not) the flow of gases. The TGA experiments may be conducted under either inert (Nitrogen or Argon) or under oxidative conditions (Oxygen or Air). The decrease or increase in weight of the sample as the temperature is increased may indicate the loss of the material due to vaporization, decomposition or oxidation. The weight loss curve generated by the TGA instrument is representative of this mass loss (or increases) as a function of temperature changes. A derivative of the weight loss curves is usually used to easily read the TGA curves. The differential thermogravimetric (dTG) curves are useful for finding the temperature of vaporization or decomposition of both pure compounds and mixtures. TGA curves taken under different temperature ramp rates are used to find the order and activation energies of the decomposition reactions. TGA curves may also be used to find the total moisture content of the samples based on the weight loss in the region where water evaporates (80°C to 120°C). TGA/DSC techniques are particularly useful for mixtures with different constituents. Based on the temperature at which each of the constituents decompose or vaporize we may define weight loss region for each of the constituents. We may then use weight percent loss in each region to find the composition changes of the individual constituents in the original sample.
Differential scanning calorimetry (DSC) is also a thermoanalytical technique and is often used in conjunction with TGA. It measures the energy required to increase or decrease the sample temperature against a blank. Like TGA this technique also requires minimum sample preparation and can be used for solid, liquids or a mixture of both. Similar sample holders and similar sample weights are used in DSC as in TGA. Experimental conditions like, temperature ramp rate and gaseous atmosphere can be changed based on the kind of analysis. A DSC cure is highly data-rich as it gives us crucial information such as enthalpy of melting, boiling, decomposition and oxidation. By comparing both TGA and DSC curves one can determine the temperature at which the system boils, decomposes or oxidizes. An endothermic mass loss can be attributed to boiling or endothermic decomposition. An exothermic mass change is usually due to exothermic decomposition or oxidation of the substrate. Thus, DSC data is also used to find the caloric value of the decomposition and oxidation reactions. DSC data is used to find the endothermic energy required for dehydrating a sample in the moisture loss region. Such data may be used to find if the moisture is physically absorbed to the substrate or is chemically complexed with the substrate. In case of polymer substrates, DSC curves may also be used to find the glass transition temperatures and thus degree of polymerization of the samples (DP) (Couchman 1981). Amorphous to crystalline transitions can also be determined based on the temperature of weight loss and the enthalpy of decomposition. Amorphous substrates decompose at lower temperature when compared to crystalline substrates of the same material (Kim, Eom, and Wada 2010). Amorphous materials undergo crystallization before melting. Based on ratio of the energy required for crystallization and the energy required for melting we may also find the percent crystalline material in the sample.
TGA/DSC techniques are particularly useful for biomass characterization as biomass is a complex mixture of polymers (cellulose, hemicelluloses and lignin). Serapiglia et al. (2008); Kaloustian et al. (2003); Jaffe, Collins, and Mencze (2006) have shown that the dTG curves from biomass can be divided into three weight loss regions for hemicelluloses followed by cellulose and lignin. TGA is a very sensitive technique and can be used to differentiate between mutants of similar kinds of feedstocks. Serapiglia et al. (2008) have used high throughput TGA to find the differences between various mutants of shrub willow. TGA was also used to find the total lignin content of various feedstocks (Ghetti et al. 1996). TGA/DSC curves were used to differentiate and understand the effects of dilute acid steam explosion on Eucalyptus (Emmel et al. 2003). They reported that lignin fragmented and recondensated during the process. A decrease in softening temperature was reported for steam exploded bamboo lignin (Shao et al. 2009), resulting in a lower molecular weight polymer. DSC was also used to differentiate between hardwoods and softwoods, based on the glass transition temperature of the lignin extracted from the woods (Kubo and Kadla 2005). Lignin decomposition by white-rot fungi was studied using DSC (Reh et al. 1987). They show that as lignin-carbohydrate bonds are broken the peaks in each region separate and become sharper. The differences between lignin carbohydrate linkages in biomass can also be found using DSC (Reh et al. 1987; Tsujiyama and Miyamori 2000). Along with these kinds of qualitative measurements, TGA and DSC can be used to calculate the enthalpy, activation energy (Flynn and Wall 1966; Paul et al. 2010) and the order of the reaction as well as the percent cellulose crystallinity of the samples.
3. Cellulose crystallinity measurement
Measuring the percent crystallinity of the biomass samples is particularly important as it affects rate and yield of enzymatic saccharification (Hall et al. 2010). It is challenging to measure the percent crystallinity of the biomass using DSC, as cellulose decomposes even before it undergoes melting (Paul et al. 2010; Kaloustian et al. 2003; Soares et al. 1995). As enthalpy of crystallization and enthalpy of melting are required to find the percent crystallinity of the sample, it is not possible to measure percent crystallinity of the biomass based on this technique. However, the enthalpy of dehydration of cellulose and biomass samples has been correlated to percent cellulose crystallinity of the samples based on the hydrogen bonds formed by the crystalline and amorphous cellulose. A detailed method for measuring cellulose crystallinity (CC) by DSC has been reported by Bertran and Dale (1986). They have reported that DSC provides a better way of measuring CC than other traditional approaches like XRD, especially for substance with very low crystallinity index. The amount of moisture absorbed by cellulose containing substances is dependent on the amount of crystalline and amorphous cellulose present in the substance. Amorphous cellulose absorbs a high amount of moisture while pure crystalline cellulose has no absorption capacity. Hence the endothermic dehydration peak appearing in DSC thermograms can be used to estimate the percent crystallinity of the cellulose present in the substances. Using completely amorphous cellulose measured under the same experimental conditions, the percent CC of the sample can be estimated from the following equation where ΔH0 is the heat of dehydration for a completely amorphous cellulose sample and ΔHs is the heat required to dehydrate the sample.
In spite of the many advantages of using TGA and DSC analysis they cannot be used to find bond specific information about the substrate. Knowledge of the chemical composition of the substrate is required ahead of time. Analysis through this technique always requires one to correlate the original substrate to the pure components of the substrate. The changes to DP of a polymer can only be visualized but cannot be quantitatively correlated to changes in the molecular weight of the polymer. Also if the substrates decompose very close to each other, we cannot differentiate between the increase of one of the substrate or decrease in DP of the polymer degrading at a higher temperature. As these techniques affect the samples physically and chemically the sample used in this technique cannot be recovered or reused.
4. Pyro-GC/MS and GC/MS
Gas Chromatography/ Mass Spectrometry (GC/MS) is a very popular technique used to separate and identify each organic compound from mixtures. It provides both qualitative and quantitative information about the sample. Gas Chromatography (GC) separates the molecules based on their molecular weight and their volatility. Gas chromatography uses a conventional oven with a column of very small internal diameter. The temperature of the oven is changed and based on the volatility of the compounds they travel through the column at different rates. Hence they separate and reach the mass spectrometer at different times. The time a compound takes to reach the mass spectrometer from the time it is injected into the column is called retention time. The retention time of a compound depends on its molecular weight and structure (thus its volatility). The retention time of the compounds is dependent on the initial temperature and temperature ramp rate of the GC. The compounds injected into the GC reach the MS at different times based on their volatility and complex mixtures are thus separated, but this separation is not enough to understand their composition. Two compounds of different molecular weight and structure may reach the MS at the same time if they have similar volatility. A mass spectrometer is used to identify these compounds eluting from the GC column. The mass spectrometer charges the compounds, accelerates them under high magnetic fields and then breaks them into ions. Based on their mass and charge, the ions hit the detector at various positions and are thus detected. Unlike it is the case for TGA and DSC mass spectrometry analysis does not require a a thorough understanding of the mixture composition of the mixture is not necessary before analysis. However confirming the identity of the predicted compound, after the analysis of the unknown sample, with a known standard is necessary. The mass spectrometer is usually run in scan mode where it detects all the ions that hit the detector. However, scans of samples containing known compounds can be made very sensitive by forcing the mass spectrometer to detect the ions specific to the compounds of interest (selective ion mode). Based on the fragmented ions and the retention time, the chemical structure of the compound can be determined.
The mass spectrometer is very sensitive and detects even a small concentration of impurities. Hence the sample needs to be extremely pure and free of any oxygen or moisture. This implies the need for tedious sample preparation and purification step before the introduction of the sample into the instrument. It is also important to maintain the instrument itself and the column used in the GC. There is good chance of introduction of moisture and column degradation products into the sample without proper care. The quadruple of the MS itself needs to be cleaned and tested for its sensitivity frequently.
In liquid GC/MS the samples are usually extracted into volatile organic solvents and are then injected into the GC. The compounds thus detected are biased towards non-polar organic molecules of low molecular weight. However, it is also possible to detect polar organic molecules like organic acids after derivatization thus rendering them non polar. For quantitative analysis one injects a know quantity of a compound called internal standard (IS). An internal standard is a compound, which is similar in all respects to the compounds of interest but can be separated from the original compounds in the column. Deuterated counterparts of the original compounds are usually used as internal standards for the GC/MS analysis. Internal standards are injected into the original solid or liquid prior to extraction. The compounds of interest and the original solids are then extracted into a volatile organic solvent through soxhlet extraction or liquid-liquid extraction. Specific ASTM (American Society for Testing Materials) guidelines exist for the extraction procedures for quantitative analysis of various volatile organic pollutants. A standard mixture of known quantities of the internal standard and the compound of interest is made in similar solvent. This standard mixture is then analyzed in GC/MS using the same protocol used for the sample and the standard.
Differences in efficiency of the extraction of both the compounds and the internal standard can lead to erroneous results such as incorrect concentration predictions. Only samples which contain extractible substances of lower molecular weight can be analyzed using this technique.
These shortcomings can be overcome by using pyrolysis GC-MS. In this technique, the sample is pyrolyzed at high temperatures for very short amount of time and the products thus produced are directly injected into GC/MS. This technique is usually used to find the structures of heteropolymers (polystyrene and PVC blends, lignin, etc.). The primary advantage of this technique is that it requires a small sample volume and no sample preparation, but due to measurement errors of such very small volumes pyrolysis GC-MS is difficult to quantify and inaccurate. Hence the ratio of breakdown products is often a better measurement estimate to describe the original sample.
Both GC/MS and pyrolysis GC/MS are used extensively in biofuel research. Lignin as a heteropolymer present in the biomass is often analyzed for its chemical composition using pyrolysis GC/MS (Galletti et al. 1997; Mills et al. 2009). Lignin typically contains three major constituents called
Lignin and some of its monomers have been shown to inhibit both cellulases during enzymatic saccharification (Sewalt et al. 1997; Ximenes et al. 2010; Ximenes et al. 2011) and microbes during fuel production (Mills et al. 2009). These lignin degradation products produced during the pretreatment may have an inhibitory role on the downstream processes. These products can be identified and quantified using GC/MS (Pecina et al. 1986). Identifying these lignin degradation products is also important for the biofuel industry as it gives us an idea about the byproducts produced during the pretreatment process itself (Ehara et al. 2005). As pyro-GC/Ms can give a ratio of the amount of G-lignin and S-lignin present in the lignin, derivatization followed by the reductive cleavage (DFRC) method has been developed by Ralph et al. to measure the quantitatively the various constituents of lignin in the biomass (Lu and Ralph 1997; Lu and Ralph 1998; Lu and Ralph 1999; Peng et al.1998; Ralph and Lu 1998). This method uses GC/MS to quantify various derivatized and reduced products. Genetic pathway engineering, also known as synthetic biology, is gaining popularity as it aims to produce microbes which may in turn act as biofuel factories to produce the desired kind of fuel from the glucose units. Qualitative analysis of the composition of the fuel allows the identification of the right modification of the microbes to produce fuel. Quantification of the products is also necessary to understand the most efficient mechanism and the toxicity limit of the fuel until which the microbes can sustain. GC/MS is also used to qualitatively and quantitatively measure the fatty acids and fuels produced from the microbes ((Akiyama et al. 2008; Atsumi et al. 2008; Dai et al. 2007; Lu et al. 2008; Tang et al. 2007).
5. Mechanical strength testing of plant stems
As a successful feedstock will have the ability to grow tall and hence provide high yield per area of land used, it is key to measure the mechanical stability for any plant derived by breeding, mutagenesis or targeted cell wall engineering. Mechanical strength is a very important property for materials and defines the use of materials as support systems. A tensile testing instrument measures the mechanical strength, the breaking force required and the strain that the material underwent during the tensile test. A simple tensile testing instrument consists of a motor to apply the tensile force and a force sensor to find the tensile force applied by the motor. The approximate stress and strain during the tensile testing is calculated based on the total length and cross sectional area of the sample before the tensile testing. Tensile stress is calculated as a ratio of force to the cross-sectional area. In ductile materials, as the cross sectional area changes due to deformation under tensile stress the measurement of tensile stress using the above method gives only an approximate value for stress. As brittle materials undergo little or no deformation during tensile testing, the above method provides a better approximation for the stress in case of brittle materials. The total strain that a material underwent during tensile testing can be calculated as the ratio of the total change in length of the material to the initial length of the material. The relative brittle or ductile nature of the samples can be inferred from the total strain they undergo during tensile testing. A brittle material undergoes little deformation and shows a lower amount of strain when compared to ductile materials, which undergo a higher deformation and hence show higher amount of strain. The breaking strength of material, defined as the mechanical stress at the breaking point, is also an important property. The maximum mechanical strength and the breaking strength of a material need not be the same. During tensile testing a material elongates and reaches a maximum stress value, this is the maximum force the material can endure. The material may not break at this point, but on further increasing the strain, the material becomes weaker and breaks at a force lower than the maximum strength. This difference in behavior is also related to brittle and ductile nature of the materials. In ductile materials, like metals, the crystals lattices expand and rearrange when stress is applied, but brittle materials like ceramics are very closely packed and have no room for rearrangement when stress is applied. For the same reason, in case of brittle materials the maximum tensile strength and the breaking strength are usually the same. Tensile testing of the materials thus provides in depth knowledge about maximum mechanical strength, total strain and the nature of the material. Standard ASTM procedures have been developed for measuring the mechanical strength and the above parameters for a variety of materials (Czichos et al. 2006).
Physical pretreatment or grinding is a major part of the pretreatment that would be applied to the biomass during the production of biofuel in order to provide higher surface area, which can increase the efficiency of enzymatic saccharification (Li et al. 2010) and improve the efficiency of the chemical pretreatment by providing smaller particles. Materials of lower mechanical strength are easier to handle and degrade compared to materials of higher mechanical strength. Thus the energy required during the grinding process can be co-related the mechanical strength of the biomass and this property plays an important role for biofuel production. Studies have been conducted which find the mechanical strength of the plant stems and total mechanical energy required for grinding the plant stems to be correlated. Decreasing the mechanical strength of the plant stems would in turn decrease the total energy required during the grinding process. Yu et al. (2006) studied the tensile stress and ultimate shear stress profile of switchgrass as a function of the plant maturity, the time after harvest and the moisture content. The tensile stress was reported to increase with an increase in the elapsed time after harvest and a decrease in the moisture content. Based on this they recommend tensile dominant size reduction to be carried out just after the harvest process of biomass rich in moisture. Igathinathane et al. (2008) showed the dependence of ultimate shear stress on the total moisture content of the switchgrass.
The measurement of the mechanical strength of plant mutants has been studied to find the effect of genetic manipulations on the overall mechanical strength of the plants. An in-house instrument was developed by Prat and Paresys (1989) for measuring different mechanical strength properties of plant stems. A decreased mechanical strength may be desirable for both reduced grinding energy and easier chemical pretreatment of the feedstocks (Wilkinson and Santillana 1978; Lin et al. 1985; Grethlein and Converse 1991; Ibrahim and Pearce 1983).
Lignin present in the plant cell walls provides the plant with support. It is reported to be the most resistant to pretreatment processes (Vinzant et al. 1997; Vailhé et al. 1998; Chen and Dixon 2007). Lignin also inhibits enzymatic saccharification (Chen and Dixon 2007; Jackson et al. 2008) and microbial growth during the fuel production process (Mills et al. 2009). Hence there is a major effort by plant biologists to understand and modify lignin in plant cell wall to ease the conversion of cellulose to fuel (Himmel et al. 2007; Chen and Dixon 2007; Lee et al. 2009). In this effort, mutants are developed with modified/ lowered lignin content (Davison et al. 2006). These modifications may have a direct effect on the plant cell wall and hence on the systems that provide mechanical strength to the plant. However, the decreased mechanical strength can have an adverse effect on the growth of the plant and its ability to sustain under natural conditions. A mutagenized plant may be too weak to sustain a strong gust of wind or even a heavy downpour. This initiates the need to reach an optimum level for mechanical strength to ease the pretreatment process and not lose the ability to sustain natural calamities. Mechanical strength can also be used to find the condition under which a plant would or would not sustain under natural environmental conditions (Coops and Van der Velde 1996). An Arabidopsis mutant grown in the presence of dichlorobenzonitrile, which inhibited the production of cellulose, was also reported to have lower strength than the wild type (Ryden et al. 2003). Ethyl methanesulfonate-mutagenized Arabidopsis populations showed the absence of interfascicular fibers in stems, decreased L-Fucose content and reduced mechanical strength only in the inflorescence part of the stem (Zhong et al. 1997; Reiter et al. 1993). Zhong et al. (2004) showed that the
The effect of various gene expressions and the environmental conditions on the overall plant strength can be easily determined by mechanical strength analysis. It is also a very sensitive technique, which responds to the changes in the orientation of fibers, in plants with no changes in cell wall composition and thickness. The data from these tests would be very useful for the development of feedstock in biofuel research, which are environmentally sustainable, with desired cell wall composition and lowered grinding energies. However, this is a physical characterization technique and can be only be used to understand the effects of various parameters (like genetic modifications or natural effects) on the plant strength. It cannot be used to understand the reason for the observed increase or decrease in the mechanical strength. We are currently using this approach to swiftly characterize the mechanical properties of plants derived from a random-mutagenesis screen.
6. Cell wall analysis by vibrational spectroscopy and microscopy
Vibrational spectroscopy and microscopy techniques have been broadly used to analyze chemical and biological materials. The two main vibrational spectroscopic techniques, infrared spectroscopy and Raman spectroscopy, detect vibrations including both simple bond vibrations and group vibrations in molecules and thus identify these molecules by their spectral fingerprints originated from various vibrational modes. Infrared absorption typically involves photon absorption with the molecule excited to a higher vibrational energy level when the photon energy matches the energy difference between the two vibrational energy levels. This process depends on changes of dipole moments, and hence asymmetric vibrations cause the most intense infrared absorption. On the other hand, Raman scattering is the inelastic scattering of a photon that interacts with molecular vibrations, resulting in an energy shift of the exciting photon. This process depends on changes in polarizability of the electron cloud around the vibrating bonds or groups. Usually, symmetric vibrations cause the largest polarizability changes and thus render the greatest scattering. Therefore, these two techniques often provide complementary information about the molecules (Smith and Dent, 2005). All major cell wall biopolymers are both IR and Raman active. Nowadays both techniques are widely used in plant cell wall research (Dokken et al., 2005; Gierlinger and Schwanninger, 2007).
Unlike most of the current techniques for cell wall compositional analysis, such as wet chemistry assays, chromatography methods, mass spectrometry etc., which are destructive and involve breakdown of the cell wall components or extensive chemical treatment of the plant cell walls, IR and Raman spectroscopy can characterize cell wall components in their native form with minimal requirement for sample preparation. Moreover, a reliable measurement of a single sample can usually be completed from seconds to a few minutes. With the aid of a high throughput platform, such as 96-well plates, rapid screening of a large number of samples can be realized to meet the requirements of bioenergy feedstock development and biomass conversion process optimization for efficient biofuel production.
To acquire cellular level understanding of plant cell walls, various microscopic techniques have been employed, such as bright/dark field microscopy (D'Haeze et al., 2007), polarized light microscopy (Baskin et al., 2004), transmission electron microscopy (Fromm et al., 2003), scanning electron microscopy (Persson et al., 2007b), etc. However, to localize molecules of interest, histochemical and cytochemical staining and labeling methods have to be applied (Cavalier et al., 2008; Grünwald et al., 2002; Persson et al., 2007a). Although autofluorescence of lignin can be utilized to visualize distribution of lignin in the cell wall by fluorescence microscopy (Cavalier et al., 2008; De Micco and Aronne, 2007; Singh et al., 2009), chemical information of cellulose cannot be obtained without additional techniques and quantitative analysis is difficult. On the other hand, using IR and Raman microspectroscopy, chemical maps of specific cell wall components can be generated based on their spectroscopic fingerprints without any disruption of plant tissues and necessities of staining or any other extensive treatment of the cell walls. Localized and tissue/cell specific chemical information can be revealed, which enables acquisition of chemical information on the ultrastructure of plant cell walls. Thus, IR and Raman imaging can detect important compositional changes in cell walls by mutations not necessarily reflected in their average contents and spatial chemical changes during processing, which is very difficult to achieve by other chemical analysis and microscopic methods. Between these two vibrational spectroscopic techniques, IR spectroscopy has been established for decades as a useful tool for plant cell wall research. Integrated with attenuated total reflectance (ATR) technique, synchrotron sources, focal plane array (FPA) infrared detector, and chemometric analysis, IR technique has become increasingly powerful. However, this technique is limited by low sensitivity due to non-background-free detection, low spatial resolution associated with the long infrared wavelengths, and water absorption of the infrared light (Evans and Xie, 2008). The Raman technique, on the other hand, does not have these limitations. Recent advancement in laser technology, optics and detectors has led to a rapid growth in the applications of the Raman technique. Although auto-fluorescence from lignin may sometimes interfere with Raman measurement, the use of near infrared or UV excitation or a fluorescence quencher and effective baseline correction afterwards can alleviate this problem generally. In this section, the applications of IR and Raman techniques for cell wall analysis will be discussed.
Applications of IR microspectroscopy in plant cell wall research: The most prevalent type of IR spectrometer is a Fourier Transform Infrared Spectrometer (FTIR) by recording the raw data as an interferogram and then using Fourier transform to turn this raw data into a spectrum. Attenuated total reflection (ATR) objectives containing an internal reflection element usually made of ZnSe, Ge, or diamond are often used with IR spectroscopy to study plant materials due to faster sampling, improved reproducibility and less impedance by water absorption. IR spectra are most commonly obtained from 4000 to 400 cm-1, the mid-infrared region, where the peaks in the spectra can be associated with fundamental vibrations and the peak intensities are proportional to concentrations. Chemical compositions of various lignocellulosic biomass have been studied by mid-IR spectroscopy, such as wood samples, grasses and herbaceous plants (Dokken et al., 2005). Peak assignments for major cell wall components of representative biomass were summarized by Adapa et al. (2009). Compositional changes by biochemical and chemical treatments of cell walls were also investigated by FTIR. For example, behaviors of cell wall components of oak wood and barley straw treated with cellulase, acidic sodium chlorite, acid and base were studied (Stewart et al., 1995). Dilute acid pretreatment and ionic liquid pretreatment were compared using switchgrass as a model bioenergy feedstock (Li et al., 2010). Moreover, with the aid of chemometric techniques, FTIR can be used as a rapid method for cell wall mutant screening (Chen et al., 1998; Mouille et al., 2003). In addition, using polarizers with FTIR, the orientation of particular functional groups or cell wall components can be determined (McCann et al., 1993; Wilson et al., 2000).
The chemical imaging capability has made IR microscopy a powerful tool to reveal spatial distribution of cell wall components by collecting spectra at each spatial position in the defined area for imaging. FTIR microscopy was also demonstrated by Gierlinger et al. (2008a) to monitor
In addition to mid-IR spectroscopy, near infrared (NIR) spectroscopy has also been used as a useful tool for compositional analysis of lignocellulosic materials. Absorption spectra in the NIR region, i.e. 14000 – 4000 cm-1, are derived from the overtone or harmonic vibrations. Krongtaew et al. (2010a) has summarized the NIR peak assignments for major cell wall components. Nevertheless, multivariate methods are often implemented for NIR data analysis and both qualitative and quantitative information can be derived. For example, a partial least-squares regression (PLSR) model was developed based on the NIR spectra to assess lignin composition (
Like IR microspectroscopy, one of the major advantages of Raman technique exists in its chemical mapping capabilities. With a much higher lateral spatial resolution than IR (~ 1 μm), ultrastructure of plant cell walls with the corresponding compositional information can be revealed. Using confocal Raman imaging, the distribution of lignin and cellulose in black spruce wood was investigated (Agarwal, 2006) and changes of molecular composition in secondary plant cell wall tissues of poplar wood were illustrated (Gierlinger and Schwanninger, 2006). Raman imaging of
Very recently our laboratory has developed a Raman imaging method to provide complete tissue/cell type specific compositional information for the first time (Sun et al., 2011). The method was demonstrated on stem sections of corn stover ranging from the epidermis to the pith area by both one-dimensional and two-dimensional chemical mapping. Lignin and cellulose abundance was determined in various cell types in the following order: sclerenchyma cells and tracheids (~5 times) > epidermal cells (~3 times) > bundle sheath cells > parenchyma cells. Unlike other Raman imaging work only showing the total lignin content, a Raman characterization study was performed to assign peaks for lignin compositions in terms of
Polarized Raman is another very useful tool for plant cell wall research by including polarizers in the optical path. Cao et al. (2006) has demonstrated a Raman study on the net orientation of biomacromolecules in the outer epidermal walls of mature wheat stems by comparing spectra collected with Raman light polarized perpendicular or parallel to the longitudinal axis of the cell. By changing the laser polarization direction in 3° steps, Gierlinger et al. (2010) investigated the dependency between cellulose and laser orientation direction and determined cellulose microfibril angle in S1 and S2 layers of wood samples, which was validated by X-ray diffraction measurement.
A separate category of nonlinear Raman techniques represented by coherent anti-Stokes Raman scattering (CARS) microscopy and stimulated Raman scattering (SRS) microscopy have emerged in recent years for plant cell wall research. CARS is orders of magnitude more sensitive, much faster in image acquisition and less affected by fluorescence compared with spontaneous Raman microscopy, and has the intrinsic capability of three-dimensional sectioning due to the nonlinear nature. CARS imaging of lignin in cell walls was demonstrated using corn stover (Evans and Xie, 2008). However, a CARS spectrum is different from its corresponding spontaneous Raman spectrum due to a nonresonant background, which causes difficulties in image interpretation. The major advantages SRS offers include an identical response to spontaneous Raman scattering, a linear dependence on the analyte concentration and fast image acquisition. Saar et al. (2010) has realized real-time monitoring of delignification reaction in corn stover using the acid chlorite method by SRS with high spatiotemporal resolution. However, some major problems associated with nonlinear Raman techniques are the cost and limited access to the instruments that are not commercially available and system optimization requirement for daily usage, which allows only very experienced people to operate the instruments.
7. Cell wall analysis by 2D and 3D electron microscopy
Plant cell walls are highly complex networks made of carbohydrates, lignins and some proteins. Apart from the complexity of individual plant cell walls, the walls can be very diverse in composition and organization, between different groups of plants, between different species and even within same plant, organ, tissue and cell type. Cell walls are also dynamic in nature and their ultrastructure alters with growth and differentiation (Carpita and Gibeaut, 1993; Niklas, 2004; Popper, 2008; Sarkar et al., 2009). Molecular resolution imaging of plant cell walls is needed to obtain a detailed structural knowledge of cell wall organization, which in turn is needed for rational engineering of cell walls for improving biofuel production from biomass. Electron microscopy allows ultrastructural analysis at molecular resolution, whereas optical microscopy techniques are typically limited by the diffraction limit of the optical microscope and the signal-to-noise ratios encountered in autofluorescent specimens.
Transmission electron microscopy (TEM) allows an in-depth analysis of cellular ultrastructure and has been used to study plant cell walls since 1940s yielding the first high-resolution ultrastructural insights (Preston et al., 1948). For TEM analysis samples need to be thin for the electron beam to penetrate (ideally ~ 100-300 nm) and must be examined a vacuum, resulting in the necessity for resin embedding, followed by ultrathin sectioning. The necessary chemical sample preparation steps employed in a typical conventional protocol results in limited preservation: chemical fixation, heavy metal postfixation and staining, as well as organic solvent dehydration, can lead to fixation staining and dehydration artifacts, such as the denaturation, aggregation and extraction of biological material as well as uneven or preferential staining. Moreover, even modern sample preparation protocols including specific staining techniques are predominantly optimized for cell membrane lipids, nucleic acids, and proteins, but not for carbohydrates and lignin. Some histochemical staining methods are used to stain cell wall components such as,
negative staining with uranyl acetate for cellulose;
PATCO (Periodic acid – Thiocarbohydrazide - Silver Proteinate) method for hemicelluloses;
ruthenium red for pectins,
potassium permanganate for lignins (Krishnamurthy, 1999).
However, these stains are often not highly specific and stain multiple cell wall components to various degrees. Distinguishing between cell wall components accurately at high resolutions is difficult by sole differential staining.
Most of the early high-resolution TEM imaging of plant cell walls was done on samples prepared by metal shadowing and surface replication after freeze-fracturing or freeze-etching (Preston et al., 1948, McCann et al., 1990). While in principle no chemical fixatives, no dehydrating agents and no stains are used in this method, thus potentially retaining the samples closer to their native state, the images although potentially of high resolution are restricted to topological structural information in two-dimensions. Moreover, no chemical information can be obtained from this method as the imaging is done on the metal replica and not the biological sample. In recent years, sophisticated cryo-methods have been developed to minimize or completely overcome the limitations of conventional TEM sample preparation methods. Sophisticated cryo-methods such as high pressure freezing, followed by freeze-substitution and resin embedding typically display a superior quality of sample preservation in a much closer to native state (McDonald, 1999; McDonald & Muller-Reichert, 2002, McDonald & Auer 2006). High-pressure freezing followed by vitreous sectioning and cryo-TEM imaging offers preservation of biological samples closest to their native state (Al-Amoudi et al., 2004a, 2004b). These samples not only provide high-resolution structural information, but can also provide chemical information by specific staining or by immunolabeling with target-specific gold-conjugated antibodies. Several monoclonal antibodies and carbohydrate-binding modules (CBM) are being developed against different cell wall components in many laboratories around the world (Knox, 2008; Pattathil et al., 2010), which can be used with TEM analysis to localize the various chemical components of plant cell walls with high precision. All TEM sample preparation methods mentioned above are usually time-consuming and labor intensive, although automatic microwave tissue processors are now commercially available for rapid chemical fixation, dehydration, resin embedding and polymerization.
Apart from sample preparation issues, conventional TEM imaging runs into a few other problems. Due to a small field of view in a TEM, only small representative areas of any sample can be imaged at a time. The sections used in TEM are also very thin (under a micron), which makes imaging larger cellular structures in their entirety an almost impossible task. Use of high-resolution wide-field imaging (montaging) and imaging serial sections can help in covering relatively larger sample areas. Aligning serial sections is specimen-dependant due to the characteristics of each section. Individual sections in a series may have differences in scaling and/or may have non-linear deformation because of sectioning, folding, drying, specimen tilt, and optical distortions of the microscope (Stevens and Trogadis, 1984). A more complicated limitation of conventional TEM is that the images obtained are 2D projections of a 3D volume, which means multiple molecular layers of the sample contribute to the same layer of the image. Such images can be difficult to interpret if the structures of interest are only a few nanometers in dimension and are very closely packed. Plant cell walls are a good example of this imaging problem. They are made up of a tightly packed network of cellulose microfibrils, each microfibril being ~3 nm in diameter (Ohad & Danon, 1964; Frey-Wyssling, 1968; Heyn, 1969; Somerville et al., 2004; Ding and Himmel, 2006). The cellulose microfibrils are tightly surrounded by hemicelluloses such as xyloglucans or arabinoxylans that form hydrogen bonds with the cellulose microfibrils and form cross-links between two neighboring cellulose microfibrils. The matrix space in between cellulose and hemicelluloses is crowded with complex nano-scale molecules of pectins and/or lignins (McCann et. al., 1990; Carpita and Gibeaut, 1993; Somerville et al., 2004). It is extremely challenging to resolve the ultrastructure of plant cell walls
EM tomography has been applied to study the 3D organization of the cellulose microfibrils in the S2 layer of the secondary cell wall in
8. Changes to biomass by acanning and transmission electron microscopy
Apart from an in-depth look at the molecular ultrastructure of different plant cell walls, Scanning Electron Microscopy (SEM) can be utilized to swiftly characterize biomass samples from different pretreatment protocols and while 2D in nature provides a 3D impression of the effect such protocols had on plant cell walls. SEM uses backscattering properties of heavy atom-coated surfaces to determine surface topologies. SEM is strictly a surface technique, and while not yielding information about the inside of an object, it provides fast overviews of large areas at fairly high resolutions with relatively simple sample preparation, allowing rapid screening of many samples. Focused Ion Beam (FIB)/SEM is a promising new method that can provide continuous 3D information over a large depth range though it requires a much more sophisticated sample preparation as compared to conventional SEM and will be discussed further below.
Regarding sample preparation, usually, the best approach is to work with cross sections of plant stems (e.g.
TEM with plant stem cross sections requires significantly more preparation than SEM (see section above), but yields more quantitative information regarding cell wall thickness and can discriminate between primary and secondary cell wall. We (Li et al. 2010, Çetinkol et al. 2010) have used the described SEM techniques to visualize the effects of different pretreatment techniques designed to break up plant parts before they can be subjected to either enzymes or microbes thus converting them into sugars and subsequently second or third generation biofuels. Both TEM and SEM were used (Yin et al. 2011) to visualize the isolation of plant organelles or changes of the plant structure due to mutations, affecting cell wall properties and susceptibility to deconstruction for second or third generation biofuels synthesis. Furthermore, SEM analysis can be used to study the fracture pattern in samples derived from the mechanical stress screening in order to determine whether the fracture pattern indicate ductile or brittle behavior.
9. Examining microbial communities by advanced electron microscopy
A variety of microbial communities are thought to have unique lignocellulolytic capabilities making them of great interest for the development of second and third generation biofuels. Among the natural degraders of lignocellulose are microbial communities that are found e.g. in the gut of wood-degrading insects such as termites, in ruminants, in compost or soil. Electron microscopy with its ability to conduct an analysis at a spatial resolution of about a nanometer allows the investigation of the interplay between the different bacterial cells that constitute a community, its association with the plant material as well as their macromolecular inventory and degradation strategies.
SEM can only be conducted on surfaces, e.g. plant part from the digestive system of a cellulose degrading animal containing the microbial community, or microbes filtered out of a microbial culture suspension. Since SEM imaging typically requires sample fixation, dehydration and critical point drying, followed by sputter coating, the fine details tend to get lost. The microscopy on those samples in a high-resolution SEM (typically, 2 – 10 kV accelerating voltage are used) can visualize the shape of microorganisms, thus sometimes enabling an identification of certain species, and show both interaction between microbes and between microbes and the surface (e.g. plant material). It can thus be a valuable first insight into the composition and functioning of a microbial community, facilitated by the fact that the technique is rather quick and does not require extensive preparations. However, the technique does not enable a more detailed analysis of the microbial community and is limited to the surface of the samples, thus possibly representing only a small fraction of the sample that might not be typical for the sample in general.
If a more in-depth analysis of the microbial community is the goal, one has to use TEM instead of additional SEM. The analysis of a microbial community with TEM can visualize a lot of interesting traits in this community, including frequent cell-cell interactions, either directly or via a variety of microstructures such as pili and flagella. Even more interesting in this case are the interactions between microbial cells and the plant biomass, which is present in the sample. In studies of such communities (Knierim et al., in preparation) we have found different strategies of cell wall attachment and biomas digestion. An unresolved challenge is the direct identification of species in TEM or SEM. There have been recent advances in this field, combining TEM with Catalized Reporter Deposition Fluorescence In-Situ Hybridization (CARD-FISH), which can identify either groups of bacteria or even certain species (Knierim
The described electron microscopy techniques are not only applicable to the understanding of microbial communities but can also be utilized for the analysis of bacteria that have been engineered for certain capabilities. Such capabilities that are developed by synthetic biologists can be the increased production of fuels, the production of different fuels (especially those with longer carbon chains which are more valuable than ethanol) or the assessment of toxicity of the produced biofuels. When combined with tag-based labeling TEM also allows a rational monitoring of protein expression levels, cell-to cell variation and subcellular localization. Thus the application of SEM and TEM to those samples can facilitate the re-engineering of microorganisms that are needed for the production of second and third generation biofuels.
A natural limitation of TEM usually is its coverage of very small sample volumes covered by thin sections. To overcome this problem, FIB/SEM can be employed, which provides a three dimensional view of large volumes of a microbial community at a resolution comparable to electron tomography. For FIB/SEM a similar sample preparation protocol as described above for TEM can be used, but one has to ensure a high internal contrast inside the plastic blocks. We have had very good experience with tannic acid for this purpose. During FIB/SEM imaging one must pay attention to the area of interest careful, as this technique is very time intensive and hence currently can only be applied to a limited number of volumes. Typically, volumes of 10 x 10 x 5 µm can be covered at an estimated resolution around 10–15 nm. The datasets that are produced this way easily get very large (in the several Gigabyte range) and require careful 3D reconstruction and analysis using software packages with those capabilities such as UCSF Chimera (
An understanding of the functioning of microbial communities that are capable of lignocellulose degradation will ultimately lead to the development of better techniques for lignocellulose degradation in an industrial setting such as a biorefinery for second or third generation biofuels. We are still in the early steps of this understanding due to the high complexity and variability of these microbial communities, but if we can reduce the complexity by identifying a small set of microbes with valuable capabilities, we may be able to speed up this process. As the principles that are present in these microbial communities have been developed by evolution over billions of years, we can assume that they are very energy efficient, thus providing a maximal energy output while taking up a small amount of energy themselves – an important challenge for the design of industrial processes for the production of biofuels
10. Outlook
Improving feedstocks properties as well as optimizing each step of the deconstruction process and the fuels synthesis production step will decrease the production cost and is therefore key for replacing fossil fuels with biofuels. To accomplish such needed technological advances, one needs to resort to a variety of different biophysical techniques, typically carried out by specialists, that can quantify the effect of experimental intervention and lead to a detailed understanding of the physical, chemical and biological processes of lignocellulosic biofuel production.
Acknowledgments
This work was part of the DOE Joint BioEnergy Institute (
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