MTAS® Optical

Optical Calibration of qPCR thermocyclers

Global Patent #EP 2581728 and US Patent 61/545.264 covers technology and Optical Calibration Unit. (CU)

Optical Calibration Unit

The Optical Calibration Unit (CU) measures the temperature of the reaction block of the qPCR thermocycler.  The measured and to be calibrated qPCR thermocycler is called "Device Under Test" hereafter DUT.
The Optical Calibration Unit (CU) contains calibrated ITS-90 traceable temperature sensors which measures the reaction block temperature.  Measurements are made on all temperature sensors simultaneously at 4 Hz at several temperature levels.
In addition, CU temperature sensors are in communication with calibrated LED's, hereafter called Light Generating Elements (LGE). These conditioned LGE's, located in the upper layer part of the Calibration Unit (CU), have a known spectrum (360 to 780 nm) and intensity. The LGE's are embedded and actively temperature conditioned, to preclude and minimize spectral drift. All of the parameters are fine tuned and optimized for providing exact and defined amount(s) of (excitation) light.

qPCR thermocyclers

qPCR thermocyclers have a heat cycling block or reaction chamber like a regular thermocycler, with the addition of an optical detection unit. This optical detection unit consists of a light source, optical filters, lenses, as well as an optical detector. Therefore qPCR thermocyclers can detect small amounts of fluorescence and/or light from either a wide spectrum and/or a defined smaller spectrum. The detection spectrum may vary between 400 and 720 nm.

The reason for Optical Calibration of qPCR thermocyclers

Signals generated in qPCR thermocyclers are influenced by:

Chemistry reaction factors
Temperature performance of reaction block
Temperature performance of the heated lid
Lenses, mirrors and optical pathway(s)
Sensitivity of optical detector
Mechanical tolerances of mechanisms in place
Signal processing parameters of the software, as base-line, base line correction, S/N ratio detection etc.
To have an understanding if and how results are influenced by “non primary chemistry factors” qPCR thermocyclers should be calibrated for temperature and optics.

High Resolution Melt Modules (HRM)

A High Resolution Melt module partly consists of a non-cycling heat block or reaction chamber which slowly increases temperature while in operation. The module also contains an optical detection unit. This optical detection unit consists of a light source, optical filters, lenses, as well as an optical detector. HRM modules can detect small amounts of fluorescence and/or light from either a wide spectrum and/or a defined smaller spectrum. The detection spectrum may vary between 400 and 720 nm.
Detected fluorescence changes, occurring during the melt track of the amplicon is processed by software of the qPCR thermocycler.
In general qPCR thermocyclers generate and compare relative values rather than absolute values.
Detected values are compared to assigned values of designated wells. The generated values are an outcome of measured and processed data where the processing parameters are typically insufficiently described or documented.

Currently used Optical Calibration Methods

Biological test plates with one or multiple dyes (non traceable)

principle: identical product should give similar Cq values

Dye (crystal) test plates (non traceable)

principle: identical product should give similar raw data

Melt test plates (non traceable)

principle: identical product should melt (melt-curve) and should give similar melt values

Combined Temperature-Optical Probe Plate (traceable)

principle: accurate temperature measurement combined and in communication with LED, transformed into proportional light.
Identical and calibrated LED signals generated by the calibration unit should give identical results detected and analyzed by the DUT (qPCR cycler).
Accuracy and uniformity (temperature and optical detection) of the thermocycler are
determined and include melt curve, relative and absolute optical detection values as well as signal linearity.

Items measured with patented Combined Temperature-Optical Probe Plate

Calibrated Traceable Temperature Items for (q)PCR Thermocyclers

Multi Channel, 4Hz, static temperatures, dynamic temperatures, accuracy, uniformity, static and dynamic, ramp rates, overshoots, undershoots, hold times, heated lid temperature and environmental conditions.

Calibrated Traceable Optical Items for (q)PCR Thermocyclers

Multi Channel, Cq detection (uniformity and accuracy), optical saturation, detection linearity, melt curve accuracy, melt curve uniformity, ratio Tm and linear sensitivity factor.

The qPCR thermocycler program used when calibrating with the Combined Temperature-Optical Probe Plate

Cycler program

Temperature °CTime (s)Phase in process
30.0 60 pre-heat
95.0 60 pre-heat
30.0 60 pre-heat
30.0 60 cycling for temp calibration
95.0 180 cycling for temp calibration
30.0 120 cycling for temp calibration
90.0 180 cycling for temp calibration
95.0 180 cycling for temp calibration
50.0 180 cycling for temp calibration
70.0 180 cycling for temp calibration
60.0 180 cycling for temp calibration
30.0 180 cycling for temp calibration
85.0 1 32 repeats between 85 / 60 Optical detection of "amplicons"
60.0 30 with optical detection
95.0 15 "amplicon" denature
60.0 30 melt ramp to 95 Optical detection dissociation (Melt-curve)
95.0 15

qPCR Thermocycler program (Graphical)

Dye for Optical measurement is selectable. (Preferably select all dyes used in your lab, e.g. SYBR® Green, FAM, CY5 etc.)


How the CU (Combined Temperature-Optical Probe Plate) functions
Before the qPCR Thermocycler program is started the Optical Calibration Unit (CU) is positioned in the qPCR Thermocycler (DUT, Device Under Test). After the qPCR Thermocycler program is started the CU start dynamically measuring the block temperatures of the DUT. The CU measured temperatures are not only documented but also function as a threshold for the embedded Light Generation Elements (LGE's). LGE's supply, depending of measured temperature and pre-set thresholds, defined spectral "light" intensities, which are captured by the optical detection unit of the DUT.
A typical "light" intensity supplied format from the CU to the DUT based on above DUT cycler program would look like:

So actually the CU is emulating, depending on the measured temperature, a typical Absolute Quantification qPCR light intensity profile. A schematic view is showed below.


The graph can be divided into flowing sequential partitions:

Base Line partition
S/N partition (Signal / Noise)
Linear partition
Exponential partition
Saturation partition

What are the Traceability units Measured or generated by Calibration Unit (CU)

Temperature in: °C (ITS-90)
Light and intensity in W/sr: Ie , Radiant Intensity [W/sr] watt per steradian (squared radian) (Radiometric Flux per unit solid angle)
Description: Radiant power of a source emitted in a certain direction

Quantification cycle (Cq), Cq detection

The qPCR Thermocycler analyses the by the CU generated, "light intensity" and calculates Cq values for each channel. The CU provides identical signals for the first 10 cycles, as part of the "base line partition". After 10 cycles the CU start slowly increasing "light intensity" whereas the DUT has to pickup any "light intensities" passing the DUT's minimum detection level. The DUT can than detect and calculate a Cq value for that channel. An ideal cycler with ideal optics should therefore present analyses with identical Cq values for each channel. Cq values are expressed as the number of qPCR cycles required to reach a set minimum "light" signal level.

Validation of Cq values

Cq values should be identical for each channel. The laboratory must define how much tolerance between Cq values are acceptable. For example the laboratory may accept a maximum tolerance of 10 %. Additionally, verification can be made by comparing the detected absolute Cq values with Cq values of the same type of equipment (brand and model) which gives an indication how the tested qPCR Thermocycler compares with similar equipment. (CYCLERtest "market specs")

Saturation Partition

Raw data collected by the DUT at the final saturation signal (100 %) provided by the CU is used to determine the linear signal sensitivity of the DUT. (see also Linear Sensitivity Factor)

Melting Point

While the qPCR thermocycler (DUT) is slowly increasing its block temperature, the optical unit of the DUT monitors changes in light intensity. The Calibration Unit (CU) which is positioned in the DUT dynamically measures the temperature of each individual channel. The measured temperature is processed and proportionally converted into a defined amount of light. Defined thresholds of temperature readings are set as a threshold for the release of the designate amounts of light intensity.
For an ideal qPCR thermocycler, each well is identical in temperature and identical optical readings are detected at each channel. Ideally there would be one peak, where all the signals of all channels overlay each other and the signal intensity detected by the qPCR thermocycler should be identical for all channels. Melting points are expressed as Tm and in ºC.


Example of a qPCR thermocycler with an ideal Melting Curve

Melting Point Bias

As mentioned previously Melting points are expressed as Tm and in ºC. The melting point calculated by the DUT can differ from the set melting point standard from the CU. The Calibration Unit (CU) which is positioned in the DUT dynamically measures the temperature of each individual channel and converts each temperature into a defined intensity of light for each individual channel. The default set start temperature for emulating the individual channel Tm is 70.0 ºC whereas that total melt track is 0.2 ºC. For an ideal qPCR thermocycler, each well is identical in temperature and identical optical readings are detected at each Ideally one should see one peak, where all the signals of all channels overlay each other and a Tm calculated by the DUT would be 70.1 ºC. The deviation of the set Tm (CU) and the found Tm (DUT) is called bias of Tm (bias Tm). If the bias Tm of two or more different DUT’s are known one is able to compare and normalize generated results of DUT’s by adjusting for the known bias.


Example of 2 different qPCR thermocyclers and melting point bias. Identical Amplicon products melt at different Tm due to cycler differences in both cyclers.

To normalize results:

Red Cycler bias: Tm red Tm set CU = 69.8 ºC - 70 ºC = -0.2 ºC
Green Cycler bias: Tm green Tm set CU = 70.07 ºC - 70 ºC = 0.07 ºC

notice
Normalize Red Tm normalized = Tm DUT - (Red bias) Normalize for each individual channel
Normalize Green Tm normalized = Tm DUT - (Green bias) Normalize for each individual channel
Tm Red = Tm Green - 0.27 Normalize for each individual channel

Peak Shifts

Since the calibration unit (CU) measures temperature for each channel and converts at defined temperature thresholds to light intensities, melt curve peak shifts will occur. In the case of ideal optics, light detection and analyzing software of the DUT, peak shifts will be identical to the temperature uniformity of the qPCR thermocycler as measured by the CU. In the case of an ideal qPCR thermocycler with perfect temperature uniformity, ideal optics, light detection, and analyzing software, there would be only one peak where all channels overlay one another.

Example of a qPCR thermocycler with Melting Curve Peak Shifts of an identical Amplicon

Example of a qPCR thermocycler with a non uniform (0.28 ºC) block temperature during Melting Curve detection.
Peak Shifts (delta Tm of 0.3 ºC) of identical amplicons are the result, caused by the non uniform qPCR block temperature.

Peak Heights

The calibration unit (CU) converts temperature to traceable and pre-defined intensities of light. Melt curve peaks are detected by the thermocycler optics. In case of ideal optics, light detection and analyzing software of the DUT, peak heights (measured intensity of light) will be identical for each CU channel. Differences in peak heights indicate differences in optical pathway, optics, optical detection and sensitivity of the DUT.

Example of a qPCR thermocycler with Melting Curve Peak Height differences of an identical Amplicon. In this particular case Optics, software and optical pathway are not ideal, and the temperature uniformity of the DUT is 0 °C

Channel Peak Height Consistency (CPHC)

Peak heights should be within pre-defined thresholds. Individual peak heights are expressed as Channel Peak Height Consistency (CPHC)

Calculation of CPHC (Channel Peak Height Consistency)

[B-C] = Single Channel Raw Data [(Tm - 2 °C) - (Tm + 2 °C)]
[I] = Average Raw Data (all channels) [(Tm - 2 °C) - (Tm + 2 °C)]
CPHC = [B-C] / [I]

For an ideal qPCR thermocycler, where each well is identical in temperature and where identical optical readings are detected at each well, there should be one peak, where all the signals of all channels overlay each other and the signal amount detected by the qPCR thermocycler should be identical for all channels.
In the case of an ideal qPCR thermocycler the CPHC will be 1.00

Interpretation:

CPHC < 1 this particular channel detects less light intensity compared to the average of all channels
Channel light sensitivity is lower
Possibly Cq value is higher due to lower sensitivity
CPHC > 1 this particular channel detects more light intensity compared to the average of all channels    
Channel light sensitivity is higher
Possibly Cq value is lower due to higher sensitivity

Linear Sensitivity Factor (LSF)

During the Optical Calibration, the CU supplies defined intensity amounts of light with a known spectrum to the DUT (qPCR thermocycler) The CU provides a maximum intensity of 100 % (saturation phase) whereas the decrease to 60 % of intensity from saturation to "prior melt" is equal (?40 %) to the instant quench of intensity occurring during melt and after the melt to 20 % intensity (?40 %) offered by the CU. Calculating the ratio between a range of provided signal intensities of the CU and the detected intensities of the DUT enables the calculation of a linear sensitivity factor for each channel.

Calculation of LSF for each channel:
[1] = (DUT Raw data,max) - (DUT Raw data @ Tm - 2 °C)
[2] = (DUT Raw data @ Tm - 2 °C) - (DUT Raw data @ Tm + 2 °C)
LSF = [1] / [2]

An ideal qPCR Thermocycler has Linear Sensitivity Factor of 1.00
Interpretation LSF
Between 0.80 and 1.20 (fairly) linear
LSF < 0.80 less linear at high intensities, alert for signal saturation
LSF > 1.20 less linear at low intensities, alert for minimum signal detection and sensitivity

Validation of Tm (RTm or Ratio Tm)

Validation of Tm can be based on the absolute values, analyzed by the DUT, as well as calculating the ratio between the delta Tm analyzed (?Tm DUT) of all channels and the temperature uniformity during the Tm-set of the CU. (?t Tm CU)

Calculation of Ratio Tm
[1] = Tm(max) - Tm(min)
[2] = t(max) - t(min) @ Tm
RTm = [1] / [2]

Tm is measured and calculated by the DUT and t(max) and t(min) @ Tm is measured by the CU.
The RTm value should be within predefined specs and/or market specs.

A qPCR thermocycler with ideal optics and analyzing software would end up with a RTm value of 1.0, regardless of any deviation in absolute block temperature and block uniformity.

RTm =1 and within specs

The Tm values of the calibration and the Tm deviations are solely based on temperature accuracy and non-uniformity of the DUT. Identical products will melt at different qPCR thermocycler block temperatures whereas the difference is only based on non-uniform temperature characteristics of DUT. Melt peak shifts, observed during melting are directly related to temperature inaccuracies and non-uniformity of the qPCR thermocycler only.

RTm > 1 and outside maximum specs

The Tm values of the calibration and the Tm deviations are based on temperature inaccuracy, non-uniformity, inaccuracies of optics and optical detection of the DUT.
Melt peak shifts, observed during melting are directly related to inaccuracies and non-uniformity of temperature as well as inaccuracies of optics, optical detection and analyzing software of the qPCR thermocycler.
Tm deviations are based on temperature uniformity, inaccuracies of optics and optical detection of the DUT
RTm < 1 and outside minimum specs
The Tm values of the calibration and the Tm deviations are based on inaccuracies in analyzing software, optics and optical detection of the DUT.
Melt peak shifts, observed during melting are directly related to inaccuracies of optics, optical detection and analyzing software of the qPCR thermocycler.
Tm deviations are based on inaccuracies in analyzing software, optics and optical detection of the DUT

Example of RTm = 1 and within specs
The Tm values of the calibration and the Tm deviations are solely based on temperature accuracy and non-uniformity of the DUT. Melt peak shifts of identical amplicons, observed during melting are directly and solely related to temperature performance of the qPCR thermocycler.

Example of RTm > 1 and outside maximum specs
Melt peak shifts of identical amplicons, observed during melting are directly related to inaccuracies and non-uniformity of temperature as well as inaccuracies of optics, optical detection and analyzing software of the qPCR thermocycler. (temperature and optic related)

Example of RTm < 1 outside minimum specs
Melt peak shifts of identical amplicons, observed during melting are directly related to inaccuracies of optics, optical detection and analyzing software of the qPCR thermocycler. (optic related)

Tm Peak Shift Fact (TPSF) and Identical Fragment Indicator (IFI)

A DUT with ideal optics, light detection and analyzing software will generate Tm peak shifts identical to the temperature uniformity of the qPCR thermocycler as measured by the CU. This Tm Peak Shift Fact (TPSF) is expressed in ºC and represents the temperature uniformity of the qPCR cycler at Tm (average).

The Identical Fragment Indicator (IFI) is a precise calculation to determine if the DUT detected Tm range is solely temperature related or not.

IFI is calculated as:
IFI = TPSF – (Tm (max)-Tm (min))
Interpretation IFI
IFI = 0 amplicon is likely identical
IFI < 0 amplicon is not identical

S/N ratio detector (SNR)

SNR detector calculates the average noise of the base line to determine the minimum detection limit of the DUT. The SNR calculated from the raw data collected by the DUT is expressed as the average of the base line plus 3 times it's calculated standard deviation. (Signal to Noise Ratio is = 3) The SNR is expressed as a cycle number. The SNR value can be compared to the Cq value analyzed by the DUT. SNR and Cq values should be close to each other whereas the absolute difference between SNR and Cq value should be identical for each channel. Differences found in Cq and SNR values are indicators for the sensitivity of the DUT and its software settings. Channel differences of SNR and Cq values indicated incorrect base-line settings and/or calculation of the DUT software.

Measured Parameters when the DUT is lacking Dissociation ability

If the DUT is lacking the ability to execute a dissociation curve (melting curve) a number of parameters cannot be determined. Consequently the Calibration Certificate will contain less information as some parameters are calculated using different data points.

The parameters available in Calibration Certificates lacking Disassociation are:
Cq detection and specifications yes
Melting Point Tm no
CPHC1 yes, with different data points
Ratio Tm no
TPSF and IFI no
LSF2 yes, with different data points
1 Raw data (RD) @ cycle 32 and 10
CPHC1 = Channel (RD32-RD10) / Average all channels (RD32-RD10)
2 Raw data (RD) @ cycle 32, 27, 24
LSF2 = RD32-RD27 / RD27-RD24

Optical Calibration in High Advance Mode

In addition to the already described calibration parameters the calibration unit (CU) has an Advanced Mode for further investigations of the qPCR thermocycler.

Additional High Advanced Mode subjects:

Optical bandwidth calibration DUT
Optical channel “crosstalk” calibration DUT
Excitation Spectrum and Intensity Calibration DUT
S/N ratio detector (SNR)

The content of High Advanced Mode Optical is beyond the primary scope of this document. For more information contact CYCLERtest.

The Spectrum provided by the CU to the DUT

Calibration Unit: Supplied Spectrum of the CU and its Intensity

Calibration Unit: Intensity Linearity of the CU after calibration

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