Thanks to all who took the time to reply to my request for quidelines in selecting isotype controls. My initial search of the list archives did not reveal the information posted previously; so thanks, Ray, for directing me to the discussion. If there are publications on this topic, it would be a service to post references to the list. FROM THE LIST ARCHIVES Calman Prussin (CPRUSSIN@atlas.niaid.nih.gov) Wed, 1 Apr 1998 22:24:08 -0500 Mario Roederer noted: > Besides, "we" should all stop using isotype controls to set gates. > > mr This brings up two questions: 1.) Mario, what "should" we be using? I don't remember hearing this one from you. 2.) How can one set statistical markers to determine the frequency of positive staining cells in a user independent manner? Of course, much of the time it is obvious, but when you have small frequencies, the choice of where to put a marker can make a world of difference. A system that is independent of user bias would be great. The positioning of markers such that the negative controls yields a given frequency, say 0.1% makes sense, but I would be interested in the groups comments. Let me clarify that I am addressing data in which there is a bimodal distribution, rather than a distribution as is seen with many adhesion molecules. Calman J. Philip McCoy, Jr., Ph.D. (pmccoy@UMDNJ.EDU) Mon, 06 Apr 1998 08:35:40 -0700 I remind all that this is not a new topic of Mario's origin. The published recommendations of the Leukemia/Lymphoma Consensus Conference address the lack of need to use isotype controls. Refer to Cytometry 30(5), 1997 for these manuscripts. -Phil Brent Dorsett (brentd@nyct.net) Sun, 05 Apr 1998 19:37:05 -0400 I don't mean to state the obvious, but when commercial suppliers choose isotypic controls they simply evaluate a range of clone for levels of non specific binding and choose one in the middle ( so I am told, by them that does it ). When we apply them to everyday assays, they are at best a compromise. Frequently it's obvious that the negative population binds much less than the isotypic control does. It requires experience and judgement to decide to decide how to evaluate the results, prompting some non-flow cytometrists to suspect it's a little bit black magic. Don't get me wrong, I think isotypic controls are a valuable tool for rooting out problems. I just think they have to be used with common sense. Maybe more than most topics of discussion, I welcome this one. I think it's past due. Brent Mario Roederer (Roederer@Darwin.Stanford.EDU) Fri, 10 Apr 1998 09:02:32 -0700 OK, first let me say that I put in the statement > Besides, "we" should all stop using isotype controls to set gates. primarily to see how awake everyone was. I must admit, I was (pleasantly) surprised by the level of attention! Of course, now I feel guilted into actually responding. Especially after Alice's recent posting. First, let me thank Phil McCoy for pointing people to the published paper about the use of isotype controls. This is an old topic, older than FACS technology, and it has been dealt with many times over the years. What follows below is my own discourse on the topic, uncolored by the rational arguments put forth over the past decades. Ray Hicks succinctly addressed some of the problems with isotype controls; I'll provide a little more detail. There are two principle issues: (1) the concept of isotype controls, and (2) the use of isotype controls to set gates. First of all, let's consider the whole point of "isotype controls." They are meant to approximate the background binding of your conjugated antibody to cells that wouldn't specifically bind your antibody (i.e., don't express the antigen). But this means that we would have to use a control antibody that is (1) the exact same isotype; (2) conjugated to exactly the same degree; (3) has the same background binding characteristics as your antibody; and (4) is used at the same concentration. Rarely is more than the first criterion met. (1) Exact same isotype. OK, how many of you actually purchase DIFFERENT isotype controls and use them for every different isotype in your experiment? I would wager a beer at the next ISAC that not a single lab on this planet does this. While most reagents are IgG1, there are plenty of G2 (a or b), some G3, etc. And there are some IgM's--arguably with enormous differences in background binding compare to IgG's. (2) Conjugation. In trying to estimate the background, obviously the F/P (fluor to protein) ratio is crucial. After all, if you double the number of fluors on your conjugate, you will double the background. Therefore, the isotypes should have the same conjugation ratio as the antibody you are controlling. While this conjugation ratio MIGHT be consistent for reagents from a single manufacturer (and it rarely is, at that), it certainly will be different for reagents from different manufacturers. (3) Furthermore, there is the problem that even at the same F/P ratio, the conjugates could be significantly different. It is quite possible that in one antibody there is a fluor at a critical "background" binding site; on another antibody, this site is unconjugated. This could significantly change the "stickiness" of an antibody. For example, when you conjugate antibodies to Texas Red, you can get hugely different "background" binding characteristics depending on the reactive form of TR that you use--even after getting exactly the same F/P ratios. Clearly, the sites on an antibody that are conjugated are different by these different reactive forms of TR, and those differences translate into different "background" binding characteristics. (4) Concentration. OK, what concentration do you choose for an antibody in an experiment? For a regular antibody, you choose the "saturating" concentration. For a control, there is no such thing as saturation; the more antibody you use, the more background you get. Therefore, the pragmatic approach is to use the same concentration as in your original reagent. And there's the rub! Each conjugated reagent has been carefully titred (hopefully) to be used at the proper minimal saturating concentration. Therefore, every different antibody can potentially be used at a different concentration! Do you therefore prepare a different isotype stain for each different concentration of conjugated antibody? Of course not. So how can you claim that the isotype control is even valid as a control? Calman Prussin and Brent Dorsett ask about isotypes having higher backgrounds. Recently I spoke with someone who had this same question. This researcher contacted the manufacturer of the isotype control, who told him that he should simply dilute the isotype control until the background was down! This smacks of homeopathy, doesn't it: "Our isotype control works better the more you dilute it!" As Ray asserts, now one has to use a little black magic in waving ones hands and ignoring the isotype control for these samples but not for others! This brings me to the second major problem, the use of isotype controls to set gates. Unfortunately, this is not a problem that will go away when people stop using isotype controls; most will simply use unstained cells to set gates. (Right now, however, the isotype controls lend an inappropriate air of validity to setting the quadrant gates). By the way, "we" should stop using quadrant gates! The problem with using isotype controls (or unstained cells) to set gates blindly is that many antigens do not should bimodal expression patterns that are either "on" or "off". Many are expressed even on "negative" cells; and, the brighter your reagent is, the more off of the bacgkround these cells will be! An excellent example of this is the expression of CD45RA on T cells. In the CD4 population, there are 2 reasonably distinct populations, RA+ and RA-. In the CD8, there are also two populations, but the lower population expresses a reasonable amount of CD45RA. If you were to use an isotype or background control to gate on CD45RA, you would include many of the "dim" population (which are memory cells) in the CD45RA+ gate (with which you are trying to select naive T cells). Furthermore, the gate that you need to use to distinguish the CD45RA populations is very different for CD4 cells and for CD8 cells. There is no easy solution to these problems. Gating is an art, one which requires considerable experience and knowledge of the system. (Hence job security for FlowJocks). Blindly using isotype gates or background, or blindly using quadrant gates (because you are lazy) can only lead down the path marked "Artefact". I do want to reiterate what Ray Hicks said: Isotype controls can be a valuable tool for rooting out problems. However, it is a rare problem that will be solved with isotype controls. mr Dave Coder (dcoder@u.washington.edu) Mon, 13 Apr 1998 10:43:09 -0700 To Mario's thoughtful response, I'd toss in a couple of ideas. That people are thinking of using experimental controls (in larger sense) is good and should be encouraged. But the crux of this whole discussion is the nature of the appropriate control. A couple of things to remember: 1. Flow cytometric measurements are measurements of light intensity. Further, the measurements are comparative not absolute. 2. How you design the experiment depends on the question you wish to answer. Given that measurements are comparative, you have a couple of choices: 1. choose a good control, or 2. calibrate your instrument response with a standard that yields biologically sensible units. As Mario pointed out, there are number of factors make the selection of a good--i.e., proximal--control difficult. (It's more a philosophical discussion as to whether you can ever get the absolutely proper control. It may possible with an individual animal if control serum is taken prior to immunization with the specific antigen of interest. Of course, you would take preimmune serum only after having done a sham immunization with any adjuvants or carriers used when challenging with antigen; your antigen should be absolutely pure, too. Then you can do the fluorochrome conjugation to give exact dye/protein ratios, and use precisely the same same protein concentration for each, etc. Most antibodies, however, are monoclonal so you really can't get the "perfect" control.) Even if you select a proximal control, there is no guarantee that it performs properly. (I have heard of isotype-matched control antibodies that have different isoelectric points, perhaps explaining some nonspecific binding differences.) More attractive is calibrating the fluorescence intensity scale to a unit that answers your question. Conceptually this is very attractive, and currently there's some agreement about how to go about this, but there is a lack of an independent standard. Point #2: How you proceed depends on the question you want to answer. Consider the following: A. How many cells of a certain type are present? B. What is the proportion of cells in the population that express an antigen? C. How many antigen molecules does a cell have? D. How many antigen molecules does the "typical" cell have? These are all different questions and different approaches may be used to obtain answers. The first can be very complex taxonomically, but in practice it is fairly simple. Perhaps 4 or 5 parameters are measured, and gating may be used to define a cell type as a subset of all cells examined. Where subsets are clearly present (discrete not continuously variable parameters), controls may not be needed. (A related example is setting compensation without single-labeled controls. You can do this easily on normal peripheral lymphocytes whose surface CD8 or CD4 are labeled with FITC or PE. You know in advance what the population distributions are so you know what a properly compensated bivariate distribution looks like.) B. If you wish to know the proportion of some cell type among all cells in the population, then the procedure is simple. But (there's always a "but" isn't there?), if and only if, the population subset of interest is discrete. If you can define the population using +/- classification, then quadrant measurements of distribution are useful. All bets are off, however, if any parameter distribution used to define the subset is continuously variable. Take activation markers for example. C. and D. This is like the old scholastic question: "How many angels can dance on the head of a pin?" Quantitation of antigen expression is a bit sticky as noted above, because the means for doing calibration and standardization are not universally accepted. Continuously variable distributions of antigen expression are best described if you can measure their number. In contrast to quadrant measurements (or other proportional measurements) that disregard the thee level of expression, quantitative cytometry takes advantage of the instruments' capabilities and is one the chief powers of the technique. D. This brings us to the often discussed issue of measuring the "average" cell. Without going into detail, I'll only point out the distribution of cell surface antigens is not always log normal. (In fact, I have yet to see any that are demonstrably log normal. See Coder et al. Cytometry 1994 18(2) 75-8 for discussion.) If a distribution is skewed, then the median is a simple indicator of the "typical" cell. Some classifier range is probably better, but how do you chose the limits to such a range? Quantiation of a cellular property could define a range, but then how much of the fluorescence is due to background? Hence, you need a good control. And I'll stop the ramble here for now. Dave dcoder@u.washington.edu Lucille H Kimura (lucille_h.kimura@tamc.chcs.amedd.army.mil) Mon, 13 Apr 1998 17:56:56 -1000 Thanks to Mario Roederer, Dave Coder and others who have taken the time to organize and put in writing some of the critical issues concerning the use of isotype controls. As much as I feel we're wasting money running isotype controls for peripheral blood lymphocyte immunophenotyping of immunodeficient patient samples, there are many times that we are forced to depend upon isotype controls to help us interpret results: 1) Many of us have had to analyze cell lines which have higher autofluorescence and isotype control fluorescence than lymphocytes. The CAP leukemia/lymphoma proficiency survey samples are cell lines, which make interpretation difficult because any positive staining for an antigen appears as one peak, with no negative population for that antigen to help define a negative region. We are required to respond to each antigen analyzed as negative, dimly positive, moderately positive or strongly positive, depending upon the degree of overlap or intensity of the positive peak compared to our isotype control. As such, our interpretations (and misinterpretations) are unfortunately highly dependent upon the nature of the isotype control. 2) Treatment of cells for cytoplasmic antigen detection results in overall increased levels of fluorescence in both negative and positive cells. Isotype controls have been helpful with leukemic samples stained for cytoplasmic antigens but often confuse the interpretation of cytokine analyses, especially with stimulated cells. As biological materials are difficult to standardize, it appears that we must continue to practice the art of flow cytometry with caution and hope that one day someone will figure out a way to block all 'nonspecific' binding and make isotype controls a thing of the past. I'm not holding my breath. RECENT e-mail RESPONSES "Pizzo,Eugene" <Pizzo@NSO1.UCHC.EDU Re: selecting isotype control It should be the same isotype and a similar specificity (Ag and species), e.g. a good isotype control for an anti Mouse class II I-E/k (IgG1) would be an anti-class II I-E/b (IgG1) Gene/(flowcytometry.uchc.edu) "Dennis J. Young" <djyoung@ucsd.edu Re: selecting isotype control It depends on what you are trying to use it for. First, avoid using one if you can. Use an antibody that is negative for your test antigen, but positive for a control antigen. Second, any antibody that is of the same isotype, used at the same molar concentration. The assumption is that the control will have the same non-specific binding affinity for your antigen of interest (and other components) as your test antibody (which is highly unlikely). Unfortunately, most commercial "control" antibodies have less non-specific binding than your test antibodies because they were selected to have low background. Dennis Broud 301-827-0966 FAX 301-594-3037" BROUDD@cder.fda.gov RE: selecting isotype control should be the same immunoglobulin subclass from the same species labelled with the same fluorochrome as the specific antisera that you need a control for. The key to using this control is that you must know the protein concentrations of both your specific and isotype control serum. If the concentration is the same as that of your specific antisera , then you would use the same dilution of the isotype control as you do of the specific antibody. The isotype control tube then becomes the tube on which you set your boundary for where the cutoff is between Positive and negative would be for any specific antibody of the same immunoglobulin subtype with the same labelling fluorochrome. You should of course continue to run an unstained control as well. A comparison between the unstained control and the isotype control will give an idea of the socalled "nonspecific" binding that occurs with a specific immunoglobulin subtype and the particular specimen that you have. One thing you should always remember --- Antibody likes to stick to something, so if you have cells in a protein free media/buffer, and you add antibody to the mix, it will stick to any and all surfaces, cells tubes, etc pretty easily. If at all possible you should keep your cells in a media, or buffer that contains some protein. This will help you prevent a lot of nonspecific binding. The very nature of most of the antibodies that we use today (IgG subclasses for the most part) is that they work best in a protein rich environment. When you put them in a strictly ionic system, neither the cells nor the antibody are working with the normal forces that apply in vivo. So for example, I dilute all my antibodies in Dulbecco's PBS without Ca++ and Mg++ (lack of these cations helps prevent clumping of cells) to which I add 1.0% Bovine Albumin (the best I can afford- usually Sigma's low endotoxin stuff so I don't stimulate the cells, and I add a little bit of sodium azide ( 0.1%) to this to prevent capping. Of course, the sodium azide also prevent contamination. I use this proteinated buffer as my diluent for all antibodies, most cells, and as my wash solution after staining. This way I keep my cells in the same buffer all the time, and I'm not changing the tonicity of the solution that they are in. Keeps the cell size the same basically so you don't get a lot of fuzziness on you forward/ssc plots. Anyway got to go now, have a g'd day!!!! JElia32589@aol.com Re: selecting isotype control Barbara, your question poses an interesting set of answers. #1 the isotype control is an irrelevant antibody of the same isotype your antibody of choice is. It is intended to tell you if that isotype is "sticky" or not. unfortunately some isotype controls are stickier then the antibody of interest. ( I personally try to avoid them) #2 Isotype controls give you background color for the fluorochrome you are staining if it is a direct conjugate. Keep in mind that in order for an antibody to become an isotype control it is tested to make sure that it stains nothing. So I use them for background fluorescence of the conjugate, but not necessarily to test if that isotype is sticky or not. "Durett, April G." <agdurett@txccc.org> RE: selecting isotype control Barbara, There are about as many opinions on the use, abuse and validity of isotype controls as there are controls!! To be absolutely correct, each antibody panel should have a corresponding isotype control which is protein, fluorochrome matched, and source to the corresponding antibody. Controls will vary by F-P ratio, but it is not a perfect world in the land of Flow QA/QC. Since the majority of the antibodies are G1, I set up a single control choosing the maximum protein concentration (500ng for CD34) for each of the fluorochromes. Additional controls should be set up if (1)antibody sources differ within the panel, ie if using a Coulter mAb conjugated to FITC, do not use a BD isotype as the F-P ratios may differ or (2) antibody is other than G1 isotype, ie CD5 IgG2a or CD15 IgM. Using isotypes to set gates, ie negative populations, can be misleading, as antigens do not show bimodal expression patterns that are wither negative or positive. Many antigens are expressed on negative cells and the brighter the conjugated antibody the 'less negative' these cells will be. Thus the flourochrome choice becomes important, although many times limited to availability. I'm personally not a true believer in isotypes, however I run them to pacify the various investigators. My experience with isotypes and quad stats is that sometimes a population is positive for the isotype, however not in the same location as the positive population and subtraction of events would not be relevant to evaluation of the positive population. In addition, the majority of my analysis is using sequential logical gating and this solves the problem, as if there are non-specific events they will be in the same location as the positive population. Hope this is of some help, april April G. Durett, MSc Kerstin <beckk@sun11.ukl.uni-freiburg.de> Isotype <-> unstained cells hello everybody, what do you use as a negative controll (cells not expressing the marker) in FACS-analyses? Cells stained with the isotype or unstained cells? I started stainig cells for FACS-analyses for about 2 years and I always used isotypstained cells as a negetive controll (=marker for unspecific binding and for correcting the compensation). Someone told me, that Isotypestaining is not a good negative controll because the Isotype is from a different host, and can`t representate the unspecific binding. So it would be better to use unstained cells. What does you use/Think about this ? Thanks Kerstin Ray Hicks <rh208@cam.ac.uk> Re: Isotype <-> unstained cells To emphasise the usefulness of the replies copied to the list: Hi Kerstin, There was quite a lot of discussion on the list in April 1998 on the appropriate use of isotype controls, Mario Roederer and Dave Coder discussed a range of issues to consider when designing a controlled experiment. You should be able to find the discussion in the archive, although the new search feature at Purdue doesn't seem to extend back that far - you can view the thread(s) at: http://www.cyto.purdue.edu/hmarchiv/98/index.html either scroll through the messages or use your browser to search for the text "isotyp". Ray
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