Microscopy for Cell Biology: How to Visualize Cells
Light Microscopy Basics
Light microscopy uses visible light and glass lenses to magnify specimens. The compound light microscope, the workhorse of biology laboratories, passes light through a thin specimen and through a series of lenses (objective and ocular) to produce a magnified image. The theoretical resolution limit of light microscopy is approximately 200 nanometers (0.2 micrometers), determined by the wavelength of visible light and the numerical aperture of the lens system. This means that structures separated by less than 200 nanometers appear as a single blurred object. In practical terms, light microscopy can resolve individual cells, nuclei, mitochondria, and other large organelles, but cannot resolve individual ribosomes, membrane proteins, or the fine details of chromatin structure.
Brightfield microscopy is the simplest form of light microscopy. Light passes directly through the specimen, and contrast is generated by the absorption of light by the sample. Most cells and tissues are nearly transparent and produce very little contrast in brightfield without staining. Histological stains such as hematoxylin and eosin (H&E) are used routinely in medical pathology: hematoxylin stains nucleic acids blue-purple, while eosin stains cytoplasmic proteins pink. Other common stains include the Gram stain for classifying bacteria, the Wright-Giemsa stain for blood cells, and periodic acid-Schiff (PAS) for carbohydrates and glycogen.
Phase Contrast and Differential Interference Contrast
Phase contrast microscopy, invented by Frits Zernike in the 1930s (earning him the Nobel Prize in Physics in 1953), converts differences in the refractive index of cellular components into visible contrast without the need for staining. This makes it invaluable for observing living cells, which cannot be stained without being killed or significantly altered. Phase contrast works by separating the light that passes through the specimen into two beams and recombining them so that differences in optical path length appear as differences in brightness. Under phase contrast, cell nuclei, nucleoli, mitochondria, and other organelles appear as dark or bright structures against a gray background.
Differential interference contrast (DIC, also called Nomarski microscopy) uses polarized light and prism optics to generate a pseudo-three-dimensional image with excellent contrast and no halo artifacts that can occur in phase contrast. DIC produces images with a characteristic shadow-cast appearance that makes cell edges and internal structures stand out clearly. Both phase contrast and DIC are essential for routine examination of living cell cultures, monitoring cell health and morphology, and observing dynamic processes such as cell division, migration, and phagocytosis in real time.
How to Prepare and Image Cells
Step 1: Choose the Appropriate Microscopy Technique
The choice of microscopy technique depends on the biological question being asked. For a quick assessment of cell culture health and confluence, phase contrast is sufficient. For localizing a specific protein within the cell, fluorescence microscopy with immunostaining is the standard approach. For examining the three-dimensional distribution of structures within a thick tissue section, confocal microscopy provides optical sectioning capability. For ultrastructural detail at nanometer resolution, electron microscopy is necessary. For tracking dynamic processes in living cells, live-cell fluorescence imaging with genetically encoded fluorescent proteins is the method of choice. Each technique has specific sample preparation requirements that must be considered before beginning.
Step 2: Prepare the Sample
For fixed-cell imaging, grow cells on glass coverslips or in chamber slides, then fix them by immersing in 4% paraformaldehyde in PBS for 10 to 15 minutes at room temperature. Paraformaldehyde cross-links proteins in place, preserving cellular architecture while making the cell permeable to antibodies and staining reagents. After fixation, wash the sample three times with PBS to remove residual fixative. For permeabilization (necessary to allow antibodies to reach intracellular targets), treat with 0.1 to 0.5 percent Triton X-100 in PBS for 5 to 10 minutes. For live-cell imaging, plate cells on specialized glass-bottom dishes that are compatible with high-numerical-aperture objective lenses, and use a stage-top incubator to maintain temperature at 37 degrees and CO2 at 5 percent during imaging.
Step 3: Stain or Label the Structures of Interest
For immunofluorescence, block nonspecific binding by incubating the fixed and permeabilized sample with 1 to 5 percent bovine serum albumin (BSA) or normal serum for 30 to 60 minutes. Then incubate with a primary antibody directed against the protein of interest, typically for 1 hour at room temperature or overnight at 4 degrees. Wash with PBS, then incubate with a fluorophore-conjugated secondary antibody for 1 hour. Counterstain nuclei with DAPI (4,6-diamidino-2-phenylindole), which binds to double-stranded DNA and emits blue fluorescence. For organelle-specific staining without antibodies, commercial fluorescent dyes are available: MitoTracker for mitochondria, LysoTracker for lysosomes, ER-Tracker for endoplasmic reticulum, and phalloidin conjugates for actin filaments.
Step 4: Set Up the Microscope
Select the objective lens appropriate for your needs. A 10x or 20x objective provides an overview of the cell population. A 40x objective reveals individual cell morphology in detail. A 63x or 100x oil-immersion objective provides the highest resolution for examining subcellular structures. For fluorescence microscopy, select the excitation and emission filter sets matching your fluorophores: a UV filter for DAPI, a blue (488 nm) filter for green fluorophores like Alexa 488 or GFP, a green (543 or 561 nm) filter for red fluorophores like Alexa 568, and so on. Adjust the illumination intensity to the minimum needed for a clear image to reduce photobleaching (the irreversible destruction of fluorophores by excitation light) and phototoxicity in live samples.
Step 5: Acquire and Analyze Images
Capture images using a digital camera (CCD or sCMOS) attached to the microscope, controlled by acquisition software. For quantitative comparisons between experimental conditions, use identical exposure settings, illumination intensity, and acquisition parameters across all samples. Save images in lossless formats (TIFF) rather than compressed formats (JPEG) that degrade data quality. Analyze images using open-source software such as ImageJ or FIJI for measurements of cell area, fluorescence intensity, colocalization of different markers, cell counting, and other quantitative analyses. For three-dimensional datasets from confocal microscopy, use z-stack deconvolution and 3D rendering software to visualize the spatial distribution of labeled structures.
Fluorescence Microscopy
Fluorescence microscopy has revolutionized cell biology by enabling researchers to visualize specific molecules within cells with extraordinary specificity. The technique exploits fluorescent molecules (fluorophores) that absorb light at one wavelength (excitation) and emit light at a longer wavelength (emission). By using appropriate filter sets that separate excitation light from emission light, the microscope produces images in which only the fluorescently labeled structures are visible against a dark background. Multiple fluorophores with different excitation and emission spectra can be used simultaneously to visualize two, three, or even four different targets in the same cell, revealing their spatial relationships.
Green fluorescent protein (GFP), originally isolated from the jellyfish Aequorea victoria and developed as a research tool by Osamu Shimomura, Martin Chalfie, and Roger Tsien (who shared the 2008 Nobel Prize in Chemistry for this work), transformed cell biology by enabling researchers to tag any protein with a fluorescent marker in living cells. By fusing the GFP gene to the gene encoding a protein of interest, researchers can track that protein location, movement, and dynamics in real time without killing the cell or adding external reagents. An expanding palette of fluorescent proteins in colors from blue to far-red now allows simultaneous imaging of multiple proteins in the same living cell.
Confocal and Super-Resolution Microscopy
Confocal laser scanning microscopy overcomes a major limitation of conventional fluorescence microscopy: the blurring caused by out-of-focus fluorescence from above and below the focal plane. A confocal microscope uses a pinhole aperture to reject out-of-focus light, collecting fluorescence only from a thin optical section (typically 0.5 to 1.5 micrometers thick) at the focal plane. By acquiring a series of optical sections at different depths through the specimen (a z-stack), the confocal microscope can reconstruct a three-dimensional image of the cell or tissue with clarity that is impossible with a conventional fluorescence microscope.
Super-resolution microscopy techniques break the 200-nanometer diffraction limit of conventional light microscopy, achieving resolutions of 20 to 100 nanometers. Structured illumination microscopy (SIM) improves resolution to roughly 100 nanometers by illuminating the sample with patterned light and computationally extracting high-frequency information. Stimulated emission depletion (STED) microscopy uses a depletion laser to narrow the effective fluorescence spot to roughly 30 to 50 nanometers. Single-molecule localization methods such as PALM (photoactivated localization microscopy) and STORM (stochastic optical reconstruction microscopy) achieve resolutions as fine as 20 nanometers by precisely determining the positions of individual fluorescent molecules over thousands of image frames. Eric Betzig, Stefan Hell, and William Moerner shared the 2014 Nobel Prize in Chemistry for developing these super-resolution techniques.
Electron Microscopy
Electron microscopy uses beams of electrons rather than visible light to image specimens, achieving resolutions far beyond the capability of any light microscope. The wavelength of electrons is roughly 100,000 times shorter than that of visible light, enabling theoretical resolutions below 0.1 nanometers, though practical resolution for biological specimens is typically 1 to 2 nanometers for transmission electron microscopy (TEM) and 5 to 10 nanometers for scanning electron microscopy (SEM).
Transmission electron microscopy passes electrons through an ultrathin section of the specimen (typically 50 to 100 nanometers thick), producing a two-dimensional image that reveals internal ultrastructure at extraordinary detail. TEM has been essential for characterizing the fine structure of organelles, the arrangement of cytoskeletal filaments, the architecture of the nuclear pore complex, and the structure of viruses within infected cells. Scanning electron microscopy scans a focused electron beam across the surface of a specimen coated with a thin layer of metal, producing a three-dimensional image of surface topography. SEM images of cells reveal surface features such as microvilli, cilia, filopodia, and the texture of the extracellular matrix with striking clarity.
Cryo-electron microscopy (cryo-EM), which images specimens flash-frozen in vitreous ice without chemical fixation or staining, has become one of the most powerful tools in structural biology. Single-particle cryo-EM can determine the three-dimensional structure of protein complexes at near-atomic resolution (2 to 4 angstroms), and cryo-electron tomography can produce three-dimensional reconstructions of cellular structures in their native context. Jacques Dubochet, Joachim Frank, and Richard Henderson received the 2017 Nobel Prize in Chemistry for developing cryo-EM techniques.
Cell biology microscopy ranges from phase contrast for live cell observation through fluorescence and confocal microscopy for specific protein localization to electron microscopy for ultrastructural detail, with each technique requiring specific sample preparation tailored to the biological question being asked.