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The physicochemical mechanisms of most histological stains are now understood. Detailed accounts and general overviews are to be found in the references and further reading at the end of this chapter. Histological staining methods from acid dyes to silver impregnation, involve broadly similar physicochemical principles. The present chapter aims to outline the major theories on common staining procedures and facilitate rational trouble-shooting if problems are encountered.
Key questions to consider when seeking to understand histological stains are:
Why do any tissue components stain?
Why do stained components remain stained?
Why are all components not stained?
These questions can be answered for most stains, although some answers are complex. For instance, enzyme histochemistry, immunostaining and the PAS procedure involve biochemistry, immunochemistry and organic chemistry respectively. However, these methodologies are all influenced by selective uptake of stains and staining reagents into cells and tissues, and selective losses of stains from tissues. Which uptakes and losses occur depends both on binding equilibria and on rate factors.
Nomenclature note: staining always involves the visual labeling of some biological entity by attaching, or depositing in its vicinity, a marker of characteristic color or form. The stain is the marker, or the reagent used to generate the marker.
Stain uptake is often due to dye-tissue or reagent-tissue affinities. In the physicochemical literature, to say a tissue component has a high affinity for a dye merely means there is a tendency for a stain to transfer from solution onto a section and this concept is used here. The magnitude of the affinity depends on every factor favoring or hindering this movement. The familiar stain-tissue attractions, including stain-solvent and stain-stain interactions, can be influential, as can solvent-solvent interactions.
This account initially assumes staining reaches equilibrium, and the consequences of this not being reached are discussed later. Moreover, uptake of dyes and reagents is often multistep in both space and time. Thus, a reagent may initially enter tissues due to coulombic attractions. Once inside it may form covalent bonds with some tissue grouping. The intensity of staining may also be influenced by stain solubility in solvent and tissue environments.
Various contributions to stain-tissue affinity are outlined in Table 9.1 and are discussed below. Practical staining processes commonly involve several such factors. However, as histologists and histochemists often emphasize reagent-tissue attractions as affinity sources, these interactions are discussed first.
Interactions | Practical examples where the factor is important |
---|---|
Reagent-tissue interactions | |
Coulombic attractions
van der Waals’ forces Hydrogen bonding Covalent bonding |
Acid and basic dyes, and other ionic reagents, including inorganic salts Strongest with large molecules such as the elastic fiber stains, and final reaction products such as bisformazans in enzyme histochemistry Staining of collagen by Sirius red, glycogen by carminic acid Methods such as the Feulgen nuclear, PAS and mercury orange for thiols |
Solvent-solvent interactions | |
The hydrophobic effect | Staining systems using aqueous solutions of dyes or other organic reagents, e.g. enzyme substrates |
Reagent-reagent interactions | Metachromatic staining with basic dyes, inorganic pigments in Gomori-type enzyme histochemistry, metallic microcrystals after silver impregnation |
Coulombic attractions have been termed salt links or electrostatic bonds, and have been the most widely discussed reagent-tissue interactions. They arise from electrical attractions of unlike ions, e.g. the colored cations of basic dyes and tissue structures rich in polyanions such as phosphated DNA or sulfated mucosubstances ( ). However, binding of dye ions to an ionic tissue substrate also depends on charge magnitude, the amount of non-dye electrolyte in the dyebath, electrical repulsions between ions of similar charge, and swelling or shrinking of tissue substrates ( ). These phenomena are relevant for all ionic reagents, not just dyestuffs. For example when using periodate as the oxidant in the PAS procedure, the periodate anions do not readily react with anionic polysaccharides, such as chondroitin sulfate ( ). Moreover, even uncharged tissue substrates acquire an ionic character after binding ionic reagents, e.g. during staining of glycogen by the PAS procedure.
Reagent-tissue attractions not depending on isolated electric charges include dipole-dipole, dipole-induced dipole and dispersion forces; collectively described as van der Waals’ forces . These occur between all reagents and tissue substrates. However, as extensively delocalized electronic systems favor larger dipoles and greater polarizability, van der Waals’ forces are more significant when tissues or stains contain such moieties. Consequently, proteins rich in tyrosine and tryptophan residues, and nucleic acids containing heterocyclic bases, favor van der Waals’ attractions. This is also true for the large aromatic systems of bisazo dyes and bistetrazolium salts, halogenated dyes such as rose Bengal and phloxine, and indoxyl and naphthyl enzyme substrates ( ). For instance, van der Waals’ attractions contribute substantially to stain-tissue affinity when staining elastic fibers which are rich in aromatic desmosine and isodesmosine residues with polyaromatic acid and basic dyes such as Congo red and orcein ( ).
Hydrogen bonding is occasionally discussed in the biological staining context. This attractive interaction arises when a hydrogen atom lies between two electronegative atoms e.g. oxygen or nitrogen, though being covalently bonded only to one. Water is hydrogen bonded extensively to itself, forming the clusters important for the hydrophobic effect discussed below. This effect also applies to molecules carrying hydrogen bonding groups present in many dyes and tissue components. As water molecules vastly outnumber dye molecules, hydrogen bonding is not usually important for stain-tissue affinity when aqueous solvents are used. Exceptions arise when hydrogen bonding is favored by the substrate, as with collagen tissue fibers ( ). A related attractive phenomenon, halogen bonding ( ), may also contribute to staining affinity. This could explain strong staining seen with dyes such as eosin Y (4 arylbromo substituents), phloxine (4 bromo plus 4 chloro), and other halogenated fluoresceins.
Covalent bonding between tissue and stain is yet another source of stain-tissue affinity. This process underpins the commonly used PAS reactive stains, as well as the historic Feulgen nuclear stains. The polar covalent bonds between metal ions in dyes such as hematein and tissue substrates are another possible example. Dye-tissue binding considered to involve such polar bonds is termed mordanting. However, this is of uncertain status since the characteristic staining properties of mordant dyes may have other, or additional causes. Unlike most cationic dyes used as biological stains, common cationic metal-complex dyes are strongly hydrophilic ( ) and resist extraction into alcoholic dehydration fluids ( ).
A major contribution to stain-tissue affinity when using organic reagents or dyes in aqueous solution is the hydrophobic effect . This involves no stain-tissue attractions, but is the tendency of hydrophobic groupings (e.g. leucine and valine side chains of proteins; biphenyl and naphthyl groupings of enzyme substrates and dyes) in an aqueous milieu to come together, even though they were initially dispersed. This interaction occurs because water molecules are linked together by hydrogen bonds into transient clusters whose presence is favored by hydrophobic groups. Any process breaking clusters into individual water molecules occurs spontaneously, as this increases system entropy (cf. the second law of thermodynamics). Consequently, removing cluster-stabilizing hydrophobic groups from contact with water by placing them in contact with each other, is thermodynamically favored. Accounts of the hydrophobic effect are provided by biochemists, amongst others ( ). The effect becomes more important as substrate and reagent become more hydrophobic. Thus, when staining fats with Sudan dyes applied from substantially aqueous solutions, the hydrophobic effect provides major contributions to affinity. Although the phenomenon is sometimes termed hydrophobic bonding, no dye-tissue hydrogen bonds are involved.
Staining using Sudan dyes in non-aqueous solvents does not involve the hydrophobic effect. However, as described in chemical thermodynamics texts (e.g. ), the tendency of a system to change spontaneously to maximize its disorder, and for entropy to increase, provides an explanation. Presence of dye in solvent and lipid constitutes a more disordered system than dye restricted to the solution. So dye disperses, and staining occurs. Such increases in entropy involving substrate and stain occur in all types of histological staining.
Dye-dye interactions can also contribute to affinity. Even in dilute solutions, dye molecules can attract each other, forming aggregates. In aqueous solutions this may be driven by the hydrophobic effect, but in both aqueous and non-aqueous solutions van der Waals’ attractions between planar dye molecules occur. Dye aggregation increases with concentration, e.g. when high dye concentrations build up on tissue sections. With basic (cationic) dyes, such as toluidine blue, this occurs on substrates of high negative charge density e.g. sulfated polysaccharides in mast cell granules giving metachromatic staining . This color effect arises because dye aggregates have spectral properties different from the monomeric dye. That dye-dye interactions contribute to affinity in tissue sections was demonstrated quantitatively by .
Other cases where stain-stain interactions contribute to affinity include metallic nano and micro-crystals generated by gold or silver impregnation ( ), ionic metal sulfide precipitates formed in Gomori-type enzyme histochemistry, and the purple azure-eosin charge transfer complex produced during Romanowsky-Giemsa staining of cell nuclei ( ).
Some stains are not taken up by their tissue targets. In negative staining the shapes of structures are disclosed by filling or outlining them with a stain. Examples include demonstrating canaliculi in bone matrix using Schmorl’s picro-thionine stain and visualizing individual microorganisms using nigrosine.
The solubility of stains and staining reagents is a key practical property. Thus, when staining fat with a Sudan dye, the upper limit of staining intensity is set by dye solubility in the lipid, and is further influenced by dye solubility in the staining bath solvent. Solubility is also critical for dye retention after staining, as discussed below. Solubility has complex causes but, in general, the stronger the reagent-reagent interactions, the lower the solubility. Physicochemical texts provide overviews of solubility e.g. .
After removal from the staining bath, stain retention occurs if stains have a high affinity for tissue elements and/or low affinity for processing fluids and mounting media, or if stains dissolve in these latter solvents slowly. This is illustrated by the following examples of common stains.
Ionic pigments, such as the Prussian blue generated in the Perls’ method for iron, and the lead sulfide produced in Gomori-style enzyme histochemistry are virtually insoluble in solvents used in histotechnology. This is also true for microcrystals of metallic silver and gold produced by metal impregnation. Some organic pigments are less satisfactory. Azo dyes, formazans and substituted indigos produced as final reaction products in enzyme histochemistry have low solubilities in water, but may dissolve in hydrophobic media such as alcohols, xylene or polystyrene. In such cases, hydrophilic mounting media are required, and staining of lipid-rich tissue elements may be artifactual.
Solubilities of azodyes and formazans are sometimes reduced by in situ conversion to metal complexes. Other routine metal complex stains are the aluminum, chromium and iron complexes of hematein, and the chromium complex of gallocyanine. These complexes are poorly soluble in routine processing fluids and mounting media.
This contrasts with routine basic (cationic) dyes such as crystal violet or methylene blue, which freely and rapidly dissolve in the lower alcohols. Routine acid (anionic) dyes, such as eosin Y or orange G, are often less soluble in lower alcohols, as indeed are hydrophilic basic dyes with large aromatic systems, such as alcian blue. Non-ionic dyes e.g. Sudan stains, are soluble in common dehydrating agents and clearing solvents, as well as in resin mountants. Structures of exemplar hydrophilic and lipophilic basic dyes are shown in Fig. 9.1 .
Consequently, sections stained with routine basic dyes must be dehydrated by either passing rapidly through the alcohols, using non-alcoholic solvents or by air-drying. Dehydration is less critical with acid dyes. Sections stained with acid or basic dyes are usually mounted in non-aqueous media which do not extract dye. Alternatively, dyes may be immobilized, e.g. by formation of phosphotungstates in the modified Schmorl’s method or iodine complexes in the Gram stain. Non-ionic dyes must be mounted in aqueous media.
The phenomenon of selectivity is crucial for special stains and histochemistry. Even routine oversight stains e.g. hematoxylin and eosin (H&E), Papanicolaou and Romanowsky-Giemsa distinguish nuclei from cytoplasm. The various factors controlling selectivity are discussed below.
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