Alpha, Chill-out, CleanBox, Concord, Disciple Desktop, DNA Engine,DNAEngineDyad, DNA Engine Tetrad, Dyad Disciple, Hard-Shell, Hot Bonnet,iProof, iTaq, Microseal, Moto Alpha, Multiplate, Power Bonnet, Slide Chambers andTetrad are trademarks belonging to Bio-Rad Laboratories, Inc.
Teflon is a trademark of E.I. DuPont de Nemours and Company. Windows is a trademarkof Microsoft Corporation.
NOTICETOPURCHASER
This base unit, Serial No. ____________, in combination with its immediately attachedBio-Rad sample block module(s), constitutes a thermal cycler whose purchase con-veys a limited non-transferable immunity from suit for the purchaser’s own internalresearch and development and for use in applied fields other than Human In VitroDiagnostics under one or more of U.S. Patents Nos. 5,656,493, 5,333,675, 5,475,610(claims 1, 44, 158, 160-163 and 167 only), and 6,703,236 (claims 1-7 only), or corre-sponding claims in their non-U.S. counterparts, owned by Applera Corporation. Noright is conveyed expressly, by implication or by estoppel under any other patentclaim, such as claims to apparatus, reagents, kits, or methods such as 5’ nucleasemethods. Further information on purchasing licenses may be obtained by contactingthe Director of Licensing, Applied Biosystems, 850 Lincoln Centre Drive, Foster City,California 94404, USA.
CAUTION: Risk of Danger!Wherever this symbol appears, always consult note
in this manual for further information before proceeding. This symbol identifiescomponents that pose a risk of personal injury or damage to the instrument ifimproperly handled.
CAUTION: Risk of Electrical Shock!This symbol identifies components thatpose a risk of electrical shock if improperly handled.
CAUTION: Hot Surface!This symbol identifies components that pose a risk ofpersonal injury due to excessive heat if improperly handled.
Safety Warnings and Guidelines
Warning:When removing an Alpha unit from a DNA Engine Tetrad 2 base, keep
all fingers and foreign objects away from the Alpha unit bays. Keep allobjects clear of the Alpha unit bays until the fan has come to rest.
Warning:Operating the DNA Engine Tetrad 2 cycler before reading this manual
can constitute a personal injury hazard. Only qualified laboratory per-sonnel trained in the safe use of electrical equipment should operatethese machines.
Warning:Do not open or attempt to repair the DNA Engine Tetrad 2 cycler, any
Alpha unit, or any accessory to the cycler. Doing so will void your war-ranties and can put you at risk for electrical shock. Return theDNAEngineTetrad2 cycler to the factory (US customers) or an author-ized distributor (all other customers) if repairs are needed.
Warning:All Alpha unit blocks can become hot enough during the course of
normal operation to cause burns or cause liquids to boil explosively.Wear safety goggles or other eye protection at all times during operation.
Warning:The DNA Engine Tetrad 2 cycler incorporates neutral fusing, which
means that live power may still be available inside the machine evenwhen a fuse has blown or been removed. Never open theDNAEngineTetrad2 base; you could receive a serious electrical shock.Opening the base will also void your warranty.
Caution:Never remove an Alpha unit from the DNA Engine Tetrad 2 cycler with
the power turned on and a program running. Doing so can cause elec-trical arcing that can melt the contacts in the connector joining theAlpha unit to the cycler.
Caution:Do not attempt to unpack or move the DNA Engine Tetrad 2 cycler
alone. Doing so could results in personal injury. Always enlist the help ofanother individual when moving or lifting the DNA Engine Tetrad 2 cycler.
Safe Use Guidelines
The DNA Engine Tetrad 2 cycler is designed to be safe to operate under the followingconditions:
•Indoor use
•Altitude up to 2000 m
•Ambient temperature 5–31°C
•Relative humidity 10–90%, noncondensing
•Transient overvoltage per Installation Category II, IEC 664
•Pollution degree 2, in accordance with IEC 664
Electromagnetic Interference
This device complies with Part 15 of the FCC Rules. Operation is subject to thefollowingtwo conditions: (1) this device may not cause harmful interference, and (2)this device must accept any interference received, including interference that maycause undesired operation.
This device has been tested and found to comply with the EMC standards for emissionsand susceptibility established by the European Union at time of manufacture.
This digital apparatus does not exceed the Class A limits for radio noise emissionsfrom digital apparatus set out in the Radio Interference Regulations of the CanadianDepartment of Communications.
LE PRESENT APPAREIL NUMERIQUE N'EMET PAS DE BRUITS RADIOELEC-TRIQUES DEPASSANT LES LIMITES APPLICABLES AUX APPAREILS NUMERIQUESDE CLASS A PRESCRITES DANS LE REGLEMENT SUR LE BROUILLAGE RADIO-ELECTRIQUE EDICTE PAR LE MINISTERE DES COMMUNICATIONS DU CANADA.
FCC Warning
Warning:Changes or modifications to this unit not expressly approved by the party
responsible for compliance could void the user’s authority to operate the equipment.
Note:This equipment has been tested and found to comply with the limits for a ClassA digital device, pursuant to Part 15 of the FCC Rules. These limits are designed toprovidereasonable protection against harmful interference when the equipment isoperated in a commercial environment. This equipment generates, uses, and canradiate radiofrequency energy and, if not installed and used in accordance with theinstruction manual, may cause harmful interference to radio communications.Operation of this equipment in a residential area is likely to cause harmful interferencein which case the user will be required to correct the interference at his own expense.
Shielded cables must be used with this unit to ensure compliance with the Class AFCC limits.
Note Regarding FCC Compliance: Although this design of instrument has been tested and found to comply with Part15, Subpart B of the FCC Rules for a Class A digital device, please note that this compliance is voluntary, for theinstrument qualifies as an "Exempted device" under 47 CFR § 15.103(c), in regard to the cited FCC regulations ineffect at the time of manufacture.
v
vi
Documentation Conventions
Before describing the various features of the DNA Engine Tetrad 2 cycler, let’s definesome “common ground” conventions.
•<< >> will be used to indicate actual keys on the control panel, such as<<ENTER>>, <<1>> and <<LEFT>>.
•< > will be used to indicate windowed menu items or buttons, such as <PRO-GRAMS>, <RUN> and <UTILITIES>.
•Italicswill be used to indicate windowed items that are not drop down menuitems or buttons, such as Calculated, Block,and Tracking. Typically, these will beparameter selection items.
•Selectis meant to be synonymous with click on, point-and-click, and anyphraseology implying selection of menu or option items with the mouse. Insomeinstances, selection is also possible by clicking the <<Enter>> button.
Thank you for purchasing an DNA Engine Tetrad 2 cycler. Designed by a team ofmolecular biologists and engineers, the DNA Engine Tetrad 2 cycler delivers multi-block thermal cycling with superior thermal performance. The programmableDNAEngineTetrad2 cycler with its 4-bay chassis is ideal for running multiple proto-cols and accommodating multiple users.
The DNA Engine Tetrad 2 cycler offers the following features:
•Interchangeable sample blocks—the Alpha™unit family—accommodate avariety of tubes, microplates, and slides
•Hot Bonnet®heated lid for oil-free cycling or the Moto Alpha™unit for auto-mated systems
•Intuitive DNA Engine Tetrad 2 system software with user-friendly interface forprogramming, editing, file management and much more
•Choice of calculated temperature control for highest speed and accuracy, orof block or temperature control for compatibility with protocols designed fora variety of instrument types
•Instant Incubate feature for continuous-temperature incubations
Using This Manual
This manual contains instructions for operating your DNA Engine Tetrad 2 cyclersafely and productively:
•Chapter 2 acquaints you with the physical characteristicsof theDNAEngineTetrad2 cycler.
•Chapters 3–4 present the basics of installation and operationfor theDNAEngine Tetrad 2 cycler.
•Chapters 5, 6 and 7 describe the creation, editing, and running of programs.
•Chapter 8 outlines the software utilities.
•Chapter 9 explains the proper maintenanceof the DNA Engine Tetrad 2cycler.
•Chapter 10 offers troubleshootinginformation for the DNA Engine Tetrad 2cycler.
Safe operation of the DNA Engine Tetrad 2 cycler begins with a complete under-standing of how the instrument works. Please read this entire manual beforeattempting to operate the DNA Engine Tetrad cycler. Do not allow anyone who hasnot read this manual to operate the instrument.
Warning:The DNA Engine Tetrad 2 cycler can generate enough heat to
inflict serious burns and can deliver strong electrical shocks ifnot used according to the instructions in this manual. Pleaseread the safety warnings and guidelines at the beginning ofthis manual on pages iv and v, and exercise all precautionsoutlined in them.
Warning:Do not block the DNA Engine Tetrad 2 cycler’s air vents (see
figs. 2-1 and 2-4 for locations). Obstructing air vents can leadto overheating and slightly enhanced risk of electrical shockand fire.
Unpacking and Moving the DNA Engine Tetrad 2 Cycler
Please read the “Unpacking Instructions for the DNA Engine Tetrad®2 Thermal Cycler”insert in order to properly and safely remove the instrument from its packaging. Alwaysenlist the help of another individual when moving or lifting the DNA Engine Tetrad 2 cycler.In order to lift the instrument, grasp the DNA Engine Tetrad 2 cycler from underneath thechassis (placing your hands on either side of the DNA Engine Tetrad 2 cycler in betweenthe feet of the instrument) and lift. Do not insert the Alpha™units until the instrument islocated in its final place.
Packing Checklist
After unpacking the DNA Engine Tetrad 2 cycler, check to see that you have received thefollowing:
If any of these components are missing or damaged, contact Bio-Rad Laboratories toobtain a replacement. Please save the original packing materials in case you need toreturn the DNA Engine Tetrad 2 cycler for service.
®
Setting Up the DNA Engine Tetrad 2 Cycler
The DNA Engine Tetrad 2 cycler requires only minimal assembly, plugging in the powercord and mounting the Alpha units. Insert the power cord plug into its jack at the back ofthe machine (see figure 2-3 for location of jack), then plug the cord into a 220 V electricaloutlet. With the machine switched off, mount the Alpha units (see the “Installing an Alpha unit”section in Chapter 4).
Caution:Do not insert or remove an Alpha unit with the DNA Engine Tetrad 2cycler turned on; electrical arcing can result. Read the safety warning at thebeginning of this manual on page iv regarding electrical safety when insertingor removing an Alpha unit.
Included with each shipment of a DNA Engine Tetrad 2 thermal cycler is an externallyattachable mouse, which should be attached prior to power up of theDNAEngineTetrad 2 cycler. Usage of the mouse is required to access full function-ality of the programming software. Underneath the front lip of the DNA Engine Tetrad2 cycler are two connection ports (see figure 2-4). The mouse should be connectedto the USBA port.To ensure complete compliance with FCC and EMC requirements,only a mouse with a ferrite core should be used with the DNA Engine Tetrad 2 instru-ment.
To connect the mouse, please follow these steps:
1.Verify that the DNA Engine Tetrad 2 cycler is off. Wait for 10 seconds to ensurethat all fans have stopped rotating.
2. Grasping the sides of the DNA Engine Tetrad 2 cycler, tilt the instrument back sothat the underside of the lip is visible.
3. Insert the mouse into the USBA port and push the connector into place.
Installation
4. Tip the DNA Engine Tetrad 2 cycler back down and power up the system.
Environmental Requirements
Ensure that the area where the DNA Engine Tetrad 2 cycler is installed meets the following conditions, for reasons of safety and performance:
•Nonexplosive environment
•Normal air pressure (altitude below 2000 m)
•Ambient temperature 5–31°C
•Relative humidity of 10–90% (noncondensing)
•Unobstructed access to air that is 31°C or cooler (see below)
•Protection from excessive heat and accidental spills. (Do not place theDNAEngineTetrad 2 cycler near such heat sources as radiators, and protect it fromdanger of having water or other fluids splashed on it, which can cause shorting of itselectrical circuits.)
The DNA Engine Tetrad 2 cycler requires 200–240 VAC, 50–60 Hz, and a groundedoutlet on a minimum 20 A line. The DNA Engine Tetrad 2 cycler can use voltage inthe specified range without adjustment, so there is no voltage-setting switch.
Note: Do not cut the supplied power cord and attach a different connector. Use aone-piece molded connector. If required, additional dedicated power cords may bepurchased through Bio-Rad Laboratories.
Air Supply Requirements
The DNA Engine Tetrad 2 cycler requires a constant supply of air that is 31°C orcooler in order to remove heat from the Alpha unit’s heat sink. Air is taken in fromvents at the bottom and sides of the machine and exhausted from vents on bothsides (see figures 2-1, 2-3, and 2-4). If the air supply is inadequate or too warm, themachine can overheat, causing performance problems, software error messages(particularly “HS Overheating” and “Slow Block Cycling”), and even automatic shut-downs. Special attention should be paid to airflow and air temperature in roboticsinstallations of DNA Engine Tetrad 2 cyclers.
Ensuring an Adequate Air Supply
•Do not block the air-intake vents.
Position the DNA Engine Tetrad 2 cycler at least 10 cm from vertical surfaces andother thermal cyclers (greater distances may be required; see below). Do not putloose papers, bench paper, or this manual under the instrument; they can besucked into the air-intake vents on the bottom.
•Do not allow dust or debris to collect in the air-intake vents.
The bottom air vents are particularly liable to collect dust and debris, sometimescompletely clogging up. Check for dust and debris every few months, and cleanthe intake vents as needed. Remove light collections of dust with a soft-bristlebrush or damp cloth. Severe collections of dust and debris should be vacuumedout. Turn the instrument off prior to cleaning or vacuuming air vents.
•Use a solid, non-perforated support material when using the DNA Engine Tetrad 2cycler on a wire rack.
Air circulation is poor.Provide more space around machine or adjust room
ventilation.
Ambient air temperature is high.Adjust air conditioning to lower ambient air temperature.
Machine is in warm part of room.Move machine away from, or protect machine from, such
heat sources as radiators, heaters, other equipment, orbright sunlight.
Machines are crowded.Arrange machines so that warm exhaust air does not enter
intake vents.
Ensuring That Air Is Cool Enough
•Do not position two or more DNA Engine Tetrad 2 cyclers (or other thermal cyclers)so that the hot exhaust air of one blows directly into the air-intake vents of another.
•Make sure the DNA Engine Tetrad 2 cycler receives air that is 31°C or cooler by measuringthe temperature of air entering the machine through its air-intake vents.
Place the DNA Engine Tetrad 2 cycler where you plan to use it and turn it on. Try toreproduce what will be typical operating conditions for the machine in that location,particularly any heat-producing factors (e.g., nearby equipment running, windowblinds open, lights on). Run a typical protocol for 30 minutes to warm up theDNAEngine Tetrad 2 cycler, then measure the air temperature at the back air-intakevents. If more than one machine is involved, measure the air temperature for each. Ifthe air-intake temperature of any machine is warmer than 31°C, use Table 3-1 to trou-bleshoot the problem. Some experimentation may be required to determine the bestsolution when more than one cause is involved. After taking steps to solve theproblem, verify that the temperature of the air entering the air-intake vents has beenlowered, using the procedure outlined above.
Requirements for Robotics Installations
Robotics installations require special attention to airflow and air temperature. Typically inthese installations, DNA Engine Tetrad 2 cyclers and other thermal cyclers are restricted toa small area, along with other heat-generating equipment. Overheating can quickly occurwhen many of these instruments are operating at once, unless preventive measures aretaken.
Follow the procedures described above to ensure adequate airflow and an air-intaketemperature of 31°C or cooler. Air-intake temperature must be verified by measurement.
Do not use oil or glycerin to thermally couple sample vessels to the blocks of machines ina robotics installation. This can make plates difficult to remove.
Some users find that a 384-well microplate can be difficult to remove from the 384-wellblock after completing their thermal cycling protocol. The plate fits very snugly in the block,and the 384 points of contact can provide a significant amount of friction. Fortunately, it isrelatively simple to ameliorate this problem if it occurs in your application.
In our experience, a very thin coating of a Teflon-based dry lubricant sprayed onto theblock will solve the sticking problem very effectively. The coating eventually wears off sothe block should be re-coated as needed, probably about once every 10 to 20 runs. Yourexperience will be the best guide in establishing the frequency for re-coating. As you willsee, a very thin coat is sufficient to eliminate any sticking.
TFE (tetra-fluoroethylene) dry lubricant is available from many sources. One source in theUnited States is:
Miller-Stephenson Chemical Co., Inc.in Danbury, CT: 203-743-4447in Morton Grove, IL: 847-966-2022in Sylmar, CA: 818-896-4714
Caution:Do not insert or remove an Alpha™unit with the DNA Engine Tetrad 2
cycler turned on; electrical arcing can result. Read the safety warningregarding electrical safety on page iv of this manual beforeinserting orremoving an Alpha unit or operating the DNAEngineTetrad 2 cycler.
The Alpha units must be installed prior to powering up the DNA Engine Tetrad 2cycler (see the "Operating Alpha Units" section below for installation instructions).The power switch is located at the back of the instrument (see figure 2-3). Turn thepower switch on. The fan will turn on, the display screen will illuminate, and themicroprocessor will implement a boot-up protocol lasting about 1 minute, 30 sec-onds. During the boot sequence, the user is presented with several options including:
1.Selftest — Choose number 1 on the keypad to instruct the DNAEngine Tetrad 2cycler to perform a diagnostic system test and report any errors.
2.Send Files —Choose number 2 on the keypad to prepare the cycler to transferstored program files to another DNAEngine Tetrad 2 cycler (see Chapter 8 forinstructions on transferring program files).
3.Receive Files — Choose number 3 on the keypad to prepare the cycler to receivestored program files from another DNAEngine Tetrad 2 cycler (see Chapter 8 forinstructions on transferring program files).
If no option is selected, the boot sequence will automatically exit after approximatelysix seconds.
Following boot-up, the DNAEngine Dyad/Tetrad 2 logo screen is briefly displayed.The DNAEngineTetrad2 cycler’s status window will then be visible. The cycler isnow ready to accept, edit, and execute programs.
•When illuminated, these blue lights indicate whether the left and/or right Alphaunits are in use.
Using the Data Ports
The DNA Engine Tetrad 2 cycler has two data ports located at the rear of the machine —an RS-232 port and an Ethernet port. See Chapter 8 for information on using these ports.
Operating Alpha Units
Note:Operation of the Slide Chambers™Alpha unit will not be discussed, owing to the
many differences between this type of Alpha unit and the others. Please see theSlide Chambers Alpha Unit Operations Manual for operating instructions.
Note:Moto Alpha units are installed and removed as described below. See the Moto Alpha
Unit User’s Manual and "The Moto Alpha Unit" section in Chapter 5 for information onopening and closing Moto Alpha units.
Installing an Alpha Unit
Caution:Do not insert or remove an Alpha unit with the DNA Engine Tetrad 2
cycler turned on; electrical arcing can result. Read the safety warning atthe beginning of this manual on page iv regarding electrical safety wheninserting or removing an Alpha unit.
1.Turn off the DNA Engine Tetrad 2 cycler (see the Caution above).
2.Hold the Alpha unit at its front and back edges.
3.Lower the Alpha unit into the DNA Engine Tetrad 2 base, leaving at least 3 cmbetween the front edge of the Alpha unit and the center of the DNA Engine Tetrad2 cycler base.
4.Raise the handle at the back of the Alpha unit, and slide the block toward thecenter of the base as far as it will go (see figure 4-1A).
5.Push the handle down until it is completely vertical (see figure 4-1B); firm pres-sure may be required, but do not force the handle into position. A definite clicksignals that the Alpha unit’s connectors have mated with the DNA Engine Tetrad2cycler’s connectors.
™
When the handle is in the down position, the Alpha unit is locked into place.
Caution:Do not insert or remove an Alpha unit with the DNA Engine Tetrad 2
cycler turned on; electrical arcing can result. Read the safety warning atthe beginning of this manual on page iv regarding electrical safety wheninserting or removing an Alpha unit.
1.Turn off the DNA Engine Tetrad 2 cycler (see the Caution above).
2.Pull upward on the handle. When the lock releases, you will hear a click, and theAlpha unit will slide a little outward from the center of the cycler. The electricalconnectors of the Alpha unit and the DNA Engine Tetrad 2 cycler are now disen-gaged, and there is little danger of electrical shock.
3.Slide the Alpha unit from the center of the DNA Engine Tetrad 2 base, about 3 cm.
4.Grasp the front and back edges of the Alpha unit, and lift it out of the machine.
Figure 4-1Installing an Alpha unit (as shown on a DNA Engine Dyad®thermal cycler).
Grip the front edge of the top lever of the Hot Bonnet®lid as shown in figure 4-2A,and pull upward firmly. The top lever will pop open to reveal the entire thumbwheel(see figure 4-2B). Continue pulling upward to open the lid. The Hot Bonnet lid will tipbackward, revealing the entire block.
Caution:Do not pull on the thumbwheel to open the unit. This can damage the
HotBonnet lid’s mechanism.
Closing an Alpha Unit
Press down on the top lever. The lever will close over the thumbwheel as the lidcloses over the sample block. A click signifies that the Hot Bonnet lid’s latch hasengaged.
Selecting the Correct Sample Vessel
The DNA Engine Tetrad 2 cycler’s wide variety of interchangeable Alpha units affords greatscope in choosing sample vessels. Keep in mind that differences in tube and plate com-position and wall thickness among the many brands available can affect reactionperformance. Protocols may require some adjustment to ensure optimum performancewhen using a new vessel type. Bio-Rad offers a full range of tubes and microplates, man-ufactured to the specifications of each type of Alpha unit to ensure a precise fit. SeeAppendix 4-A of this chapter for a complete list.
Figure 4-2Opening an Alpha unit (as shown on a DNA Engine®thermal cycler).
Thick-walled 0.5 ml tubes may not fit tightly in thermal cycler wells and typically providepoor thermal transfer, since these tubes were originally designed for centrifuges. Forbest results, we recommend using thin-walled 0.5 ml tubes specifically designed forthermal cycling. The higher quality brands provide a good and consistent fit. Bio-Radthin-walled 0.5 ml tubes are designed for precise block fit and tight sealing of reactionsdown to 10 µl.
Thin-Walled vs. Thick-Walled Tubes
The thickness of sample tubes directly affects the speed of sample heating and thusthe amount of time required for incubations. Thick-walled tubes delay sampleheating, since heat transfers more slowly through the tubes’ walls. For the earliesttypes of thermal cyclers, this delay mattered little. These machines’ ramping rateswere so slow (below 1°C/sec) that there was plenty of time for heat to transferthrough the tube wall to the sample, during a given incubation.
Modern thermal cyclers have much faster ramping rates (up to 2–3°C/second), so thefaster heat transfer provided by thin-walled tubes allows protocols to be significantlyshortened.
0.2ml Tubes
All types of thin-walled 0.2 ml tubes may be used. Bio-Rad offers high-quality 0.2 mltubes in a number of styles, including individual and strip tubes.
Microplates
A variety of polycarbonate or polypropylene microplates can be used in Alpha unitsas long as they fit the wells snugly. Polypropylene microplates are usually preferredbecause they exhibit very low protein binding and, unlike polycarbonate microplates,do not lose water vapor through the vessel walls. This allows smaller sample volumesto be used—as little as 5–10 µl.
Several varieties of microplates are available from Bio-Rad (see the "Tube, Microplate,and Sealing Selection Chart"), including Hard-Shell®thin-wall microplates. Hard-Shell microplates feature a skirt and deck molded from a rigid, thermostable polymerthat completely resists the warping and shrinkage experienced with traditional one-component plates. The rigid skirt improves robotic handling such that stackers androbotic arms can grip and move Hard-Shell plates securely and reliably. In a separatestep, thin-wall wells are molded of virgin polypropylene selected for low DNA bindingand optimized for thermal cycling.
To avoid changing the concentration of reactants, steps must be taken to prevent theevaporation of water from reaction mixtures during thermal cycling. Only a layer of oil orwax will completely prevent evaporation from the surface of the reaction fluid. However, anadequate degree of protection can be achieved by sealing vessels with caps, film, adhesiveseals, or mats, then cycling the samples using the heated lid to prevent condensation.
Sealing with Oil or Wax
Mineral oil, silicone oil, paraffin wax, or Chill-out™liquid wax may be used to seal sam-ples. Use only a small amount of oil or wax; 1–3 drops (15–50 µl) are usually sufficient.(Include this volume in the total volume when setting up a calculated-control protocol;see “Choosing a Temperature Control Mode” in Chapter 5.) Use the same amount of
oil or wax in all sample vessels to ensure a uniform thermal profile.
Most paraffin waxes solidify at room temperature. The wax can then be pierced with amicropipette tip and the samples drawn off from below the wax. Silicone oil and mineraloil can be poured off or aspirated from tubes if the samples are first frozen (–15° to –20°C).The samples are usually pure enough for analysis without an extraction.
Chill-out liquid wax (available from Bio-Rad) is an easy-to-use alternative to oil. This puri-fied paraffinic oil solidifies at 14°C and is liquid at room temperature. By programming ahold at low temperature, the wax can be solidified at the end of a run. A pipette tip canthen be used to pierce the wax in the tubes and remove the samples. The wax is availablein a clear, optical-assay grade or dyed red to assist in monitoring its use. The red dye hasno adverse effects on fluorescent gel analysis of reaction products.
Sealing with the Hot Bonnet Lid
The Hot Bonnet’s heated inner lid maintains the air in the upper part of sample ves-sels at a higher temperature than the reaction mixture. This prevents condensation ofevaporated water vapor onto the vessel walls and lid, so that solution concentrationsare unchanged by thermal cycling. The Hot Bonnet lid also exerts pressure on thetops of vessels loaded into the block, helping to maintain a vapor-tight seal and tofirmly seat tubes or the plate in the block.
Caps, film, adhesive seals, or mats must be used along with the Hot Bonnet lid toprevent evaporative losses.
Note:When tubes are cooled to below-ambient temperatures, a ring of condensa-tion may form in tubes above the liquid level but below the top of the sample block.This is not a cause for concern since it occurs only at the final cool-down step, whenthermal cycling is complete.
Microseal®'A' film offers a quick alternative to sealing microplates or arrays of tube strips.This film is specially designed to seal tightly during cycling, yet release smoothly tominimize the risk of aerosol formation and cross-contamination of samples.Microseal 'A' film is easily cut for use with fewer than 96 samples.
Microseal 'B' adhesive seals feature an aggressive adhesive, effective from –20°C to110°C, which allows secure sample storage or transport before and after cycling. The clearpolyester backing allows easy inspection of sample wells. Microseal 'B' clear, adhesiveseals are ideal for thermal cycling in all polypropylene and polystyrene microplates.
Microseal 'F' aluminized foil acts as a barrier against evaporation from –20°C to105°C. In addition to cold storage applications, it can also be used for thermal cyclingsample volumes >
25 µl (96-well) or >5 µl (384-well). The foil is thin enough to pierce
with a pipet tip for recovery of sample from individual wells.
Microplate sealing mats are an economical means to seal 96-well microplates. An arrayof 96 dimples on the mat helps orient it on the microplate and prevents the mat fromsticking to the heated lid. The mats may be cleaned with sodium hypochlorite (bleach) forreuse, and they are autoclavable.
Microseal 'P' and 'P+' sealing pads are designed for use in applications such as cyclesequencing in which several successive runs may be sealed with the same pad.Microseal 'P' and 'P+' pads are intended for use with the higher sealing pressuresafforded by the Power Alpha units: use 'P' pads with the original version of PowerBonnet™lids (ALP-1296 and ALP-1238) and 'P+' pads with newer-design Moto Alphaunits (ALP-2296 and ALP-2238). Each pad may be used for approximately 25 runs.
Adjusting the Hot Bonnet Lid’s Pressure
The pressure exerted by the Hot Bonnet lid must be manually adjusted to fit thesample vessels being used. Once set, the Hot Bonnet lid can be opened andclosed repeatedly without readjustment as long as neither the tube or microplatetype nor the sealing method is changed. Any change in vessel type or sealingmethod requires readjustment of the Hot Bonnet lid.
Follow these steps to adjust the pressure exerted by the inner lid:
1.Make sure the block’s wells are clean. Even tiny amounts of extraneous material
can decrease thermal conduction and interfere with the proper seating of amicroplate or tubes.
2.Open the Hot Bonnet lid. Turn the thumbwheel all the way counterclockwise
to completely raise the inner lid.
3.Load either a microplate or at least eight individual tubes into the sample block.
The inner lid pivots around a central point, so it is important to distribute individualtubes evenly: load at least four tubes in the center of the block and at least onetube in each of the four corners of the block. If using a sealing film or mat, applyit to the loaded microplate according to the manufacturer’s directions.
4.Close the Hot Bonnet lid by pressing down on the top lever. Turn the thumb-
wheel clockwise to lower the inner lid onto the loaded microplate/tubes.The thumbwheel turns easily at first since the inner lid has not yet come intocontact with anything. Stop turning the thumbwheel when you feel increased resistance, which indicates that the inner lid has touched themicroplate/tubes.
5.For microplate sealing films or mats that require additional pressure, turn the
thumbwheel clockwise an extra half turn past the point of initial contact to setan appropriate lid pressure.
Caution:Do not turn the thumbwheel more than three-quarters of a turn. This can
make it hard or impossible to close the lid and puts excessive strain onthe latch holding the lid closed.
An extra half to three-quarters of a turn ensures the correct pressure for mosttypes of reaction vessels. Some empirical testing may be required to deter-mine the optimum pressure required for certain vessels. Once this pressurehas been determined, the thumbwheel position may be marked with a col-ored marking pen or piece of tape.
Note:As an aid in gauging how much the thumbwheel has been turned, mark it at thequarter turn positions, or every sixth “bump” on the thumbwheel (there are 24 total “bumps”).
Loading Sample Vessels into the Block
When using a small number of tubes, load at least one empty tube in each corner ofthe block to ensure that the Hot Bonnet lid exerts even pressure on the sample tubes(see “Adjusting the Hot Bonnet Lid’s Pressure,” above).
To ensure uniform heating and cooling of samples, sample vessels must be in completecontact with the block. Adequate contact is ensured by always doing the following:
•Ensure that the block is clean before loading samples (see Chapter 9 for cleaninginstructions).
•Firmly press individual tubes or the microplate into the block wells.
Using Oil to Thermally Couple Sample Vessels to the Block
With two exceptions (see below), Bio-Rad Laboratories does not recommend usingoil to thermally couple sample vessels to the block, for the following reasons:
•Calculated-control protocols do not run accurately when oil is used.
•Oil traps dirt, which interferes with thermal contact between vessels and the block.
Caution:If you use oil in the block, use only mineral oil. Never use silicone oil.
It can damage the Alpha unit.
One exception to this recommendation involves the use of volatile radioactive 35Snucleotides. A small amount of oil in the block can help prevent escape of thesecompounds. See Appendix 4-B of this chapter for important information regardingsafe use of these compounds in polypropylene tubes and polypropylene and poly-carbonate microplates. A second exception involves the use of thick-wall 0.5 mltubes. Certain brands of these tubes fit poorly in the block, in which case, oil maysomewhat improve thermal contact. Whenever possible, use high-quality thin-walltubes intended for thermal cycling (see Appendix 4-A of this chapter for a tube andplate selection chart).
* "Concord" microplates are made from polycarbonate plastic, which is prone to poor sealing andvapor leakage during stringent thermal cycling.
** Since plates may adhere tightly to the Microseal 'P+' pad, this seal is only recommended for usewith the Moto Alpha™motorized unit, which has the ability to hold the plate in the block.
Appendix 4-BSafety Warning Regarding
Use of 35S Nucleotides
Some researchers have experienced a problem with radioactive contaminationwhenusing 35S in thermal cyclers. This problem has occurred with all types of reaction vessels.
The Problem
When 35S nucleotides are thermally cycled, a volatile chemical breakdown product forms,probably SO2. This product can escape the vessel and contaminate the sample block ofa thermal cycler, and possibly, the air in the laboratory. Contamination has been reportedwith microassay plates, 0.2 ml tubes, and 0.5 ml tubes.
96-Well Polycarbonate Microplates
These microplates present the largest risk of contamination. Polycarbonate issomewhat permeable both to water and the 35S breakdown product. This problemis exacerbated when polycarbonate plates are held at high temperatures for longperiods of time, or when the plates are sealed for oil-free thermal cycling.
Operation
0.2 ml Polypropylene Tubes and Polypropylene Microplates
These tubes are manufactured with very thin walls to enhance thermal transfer. Thethin walls are somewhat fragile and can “craze” or develop small cracks whensubject to mechanical stress. Undamaged thin polypropylene tubes may also besomewhat permeable to the reports of 35S passing through the walls of 0.2 ml tubes of several different brandsduring thermal cycling. No data are yet available on radioactive contaminationwith polypropylene microplates.
35
S breakdown product. Either way, there have been
0.5 ml Polypropylene Tubes
Contamination problems are rarer with this type of tube, but instances have beenreported.
1.Substitute the low-energy beta emitter 33P in cycle sequencing. 33P nucleotidesare not subject to the same kind of chemical breakdown as 35S nucleotides, andthey have not been associated with volatile breakdown products.
2.If 35S must be used, three things will help control contamination: an oil overlayinside the tubes, mineral oil in the thermal cycler outside the tubes, and use ofthick-walled 0.5 ml tubes. Always run 35S thermal cycling reactions in a fumehood, and be aware that vessels may be contaminated on the outside afterthermal cycling. Please be certain that you are using the appropriate detectionmethods and cleaning procedures for this isotope. Consult your radiation safetyofficer for his or her recommendations.
If mild cleaning agents do not remove radioactivity, harsher cleaners may be usedoccasionally and carefully. Users have suggested the detergent PCC-54 (PierceChemical Co., Rockford, Illinois; Pierce Eurochemie B.V., Holland), Micro CleaningSolution (Cole-Parmer, Niles, Illinois), and Dow Bathroom Cleaner (available insupermarkets).
Caution:Harsh cleaning agents (such as those above) are corrosive and must be
thoroughly rinsed away within a few minutes of application. They can eataway the surface finish of the blocks.
The DNAEngine Tetrad®cycler comes with several preprogrammed thermal cyclingprotocols. These protocols are listed in Appendix C. This chapter describes how tocreate your own protocols, while the next chapter describes how to modify both thepreprogrammed protocols and any you create yourself. In this chapter, werevisit thesetup of the front panel, specifically those items used in program input. We describe theconventions used, as well as the various programming steps and what they accomplish.We make suggestions regarding the translation of a cycle sequencing protocol into aTetrad™2 program. Finally, we use a cycle-sequencing example to illustrate the pro-gramming process step by step. This manual documents version 4.00 of the
DNAEngineTetrad 2 front-end software.
Front Panel Setup
The various components of the DNA Engine Tetrad 2 cycler’s control panel (see figure 2-2)allow the operator to enter, navigate, and manipulate programs. These programs are nec-essary to control the various dynamic capabilities of the DNA Engine Tetrad 2 cycler.Note:Chapter 4 covers the basic operation of the DNA Engine Tetrad 2 cycler. Please readChapter 4 for a complete description of the control panel and power-up procedures.
Let’s review. The control panel components include:
Creating Programs
Display Screen
This is a 1/4 VGA display screen, approximately 10 cm x 12.5 cm, located at the left side ofthe control panel. It displays all DNA Engine Tetrad 2 cycler operating parameters, and canbe controlled by the cursor buttons, external mouse, and the numeric keypad.
Navigation Keys
There are four navigation keys located to the right of the display screen. They can beused to navigate through various menu and selection items.
The use of these keys is optional as ALL screen selections can be done using theexternal mouse device.
The next/backkeys are primarily used to move through all available buttons oroptions in any given window. The left/rightkeys are used to navigate through menubars.
This is located below the navigation keys and is used to accept specific program-ming additions and modifications.
Note:The external mouseis used to execute selected commands, access menus,and to toggle through selection options in a list.
Numeric Keypad
This is located to the right of the navigation buttons and consists of a typical numerickeypad (numbers 0–9). There is also a backspace/delete key and a decimal button.The numeric keypad is used to enter parameters such as temperature, hold time, andcycle iterations.
Programming Conventions
Before starting the programming process, let’s review the conventions used here.
•<< >> will be used to indicate actual keys on the control panel, such as<<ENTER>>, <<1>>, and <<LEFT>>.
•< > will be used to indicate windowed menu items or buttons, such as <PROGRAMS>,<RUN> and <UTILITIES>.
•Italics will be used to indicate windowed items that are not drop-down menuitems or buttons, such as Calculated, Block, and Tracking. Typically, these will beparameter selection items.
•Select is meant to be synonymous with click on, point-and-click, and any phrase-ology implying selection of menu or option items with the mouse.
The Elements of a Program
Tetrad 2 programs consist of a combination or series of steps and setup parametersthat represent protocol requirements.
Note:The procedures involved in actually entering these steps will be described in sub-sequent pages, but please familiarize yourself with the types of steps used to createTetrad 2 programs.
The considerations behind choosing various elements will be explained further in the“Considerations During Program Creation” section. The following is a summary of theindividual program elements and their basic functions.
Temperature Control Mode:This parameter defines the temperature controlalgorithm used during the program run. The three different modes includeCalculatedand Block. Due to the expected lag of sample temperature behindblock temperature, the DNA Engine Tetrad 2 cycler can use calculated mode tocompensate accordingly. The cycler defaults to Calculatedmode. Refer to thesection “Choosing a Temperature Control Mode” below for additional information.
Lid Control Mode:The Hot Bonnet®heated lid can be programmed to minimizecondensation by keeping the upper surface of the reaction vessel at a temperatureslightly greater than that of the sample itself. The three available lid modes include
Off, Tracking, and Constant. The DNA Engine Tetrad 2 cycler defaults toConstant. Refer to the “Choosing a Lid Control Mode” section below for addi-
tional information.
Temperature step:This sets incubation temperature and duration. TheDNAEngineTetrad 2 cycler ramps the sample to this temperature at its maximum rateunless ramp modifying instructions are added to the program (advanced mode only).The maximum rate of heating is 3°C/sec and cooling is 2°C/sec for all standard Alphaunits (maximum rate of heating is 1.2°C/sec for the Slide Chambers™Alpha unit).
Gradient step:This establishes a temperature gradient across a 96-well sampleblock. The range of any single gradient can be as great as 24°C or as small as 1°Cfrom left to right across the block. The maximum programmable temperature is 105°C;the minimum programmable temperature is 30°C.
™
GoTo step:Directs the program to cycle back to an earlier step a specifiednumber of times.
Lid step:Directs a Moto Alpha™unit to automatically open or close (only availablein advanced programs).
End step:Automatically included, this instructs the DNA Engine Tetrad 2 cyclerto shut down its heat pump because the program is complete.
Additional program modifications are available with advanced programs (see the“Types of Programs” section immediately following for more information onadvanced programs):
1.Increment Temp:Modifies a temperature step to allow a “per cycle” increase
or decrease of temperature (0.1°C to 10.0°C per cycle) each time the step isexecuted. This feature is useful when annealing stringency is a considerationsuch as in a touchdown program.
In a touchdown program, the annealing temperature begins higher than the cal-culated temperature, and incrementally decreases each cycle, first reaching, andeventually falling below the calculated annealing temperature. With the reactionbeginning at a temperature favoring high stringency in hybridization and incre-menting to lower stringency, the reaction favors the desired product by creatinga high proportion of signal relative to noise in the early amplification cycles.
2.Extend Time:Modifies a temperature step to allow a “per cycle” lengthening or
shortening of a temperature step hold (by 1–60 sec/cycle) each time a step is exe-cuted. This capability is useful for slowly increasing (typically by 2 to 5 secondsper cycle) the hold time during an extension step. The number of bases that a
polymerase must synthesize during the extension step increases in later cyclesbecause there are more template molecules, because there are fewer active poly-merase molecules, or both. The extra time can allow synthesis to be completed.
3.Slow Ramp:Temperature modification which allows for slower temperature
ramping than the default maximum rate of 3.0°C/sec. The minimum rate cur-rently allowed is 0.1°C/sec. Slower ramp times than this may be achieved usinga combination of increment and goto steps. Contact Bio-Rad Technical Supportfor details.
4.Beep:Modifies a temperature step or ramp step so the instrument will beep
when the target temperature is reached.
Types of Programs
There are two types of Tetrad 2 programs, basic and advanced. Basic programming fea-tures a graphical interface and a graphical representation of the program steps.Advanced programming features a text-based interface and a descriptive listing of theprogram steps.
Basic programAdvanced program
Graphical Programs
Creating a basic (graphical) program is desirable if you prefer the graphical program-ming interface and/or wish to quickly enter a program that:
•Does not contain more than a total of six temperature and/or gradient steps.
•Does not contain temperature or gradient steps that contain modifications (i.e., increment temp, extend time, slow ramp, beep).
•Does not contain more than one goto step.
•Does not contain a temperature incubation below 0°C.
•Does not contain a step with an incubation lasting more than 1 hour 39 minutesand 59 seconds (99:59). Forever incubations excepted.
In addition to the speed with which they can be entered, another benefit of graphicalprograms is that they can be quickly edited. This can be particularly useful if you tendto repeatedly run the same general protocol with limited changes (e.g., varyingannealing temperatures).
Advanced Programs
Advanced programs offer all of the Tetrad 2 programming features with the excep-tion of the graphical programming interface. Creating an advanced program isdesirable if you wish to enter a program that:
•Contains many steps.
•Contains temperature or gradient steps with modifying instructions (i.e., incrementtemp, extend time, slow ramp, beep).
•Contains multiple goto steps.
•Contains a temperature incubation in the range of –1°C to –5°C.
•Contains an incubation lasting between 1 hour 40 minutes and 18 hours (incubationtimes shorter than 1 hour 40 minutes and forever incubations are also allowed.)
While all graphical programs can be opened and edited in advanced mode, only asubset of advanced programs can be opened and edited in basic mode. Advancedprograms that meet the criteria outlined above for graphical programs can be openedin basic mode (see “Opening a Program” in Chapter 6 for more information).
Designing a New Program
The first step in designing any program is the translation of your experimental protocol into Tetrad 2 program steps. We suggest writing all steps until you are rea-sonably comfortable with Tetrad 2 programming.
For purposes of this explanation, we will be working with a cycle sequencingexample. First, we will write down the raw steps, then make some modifications withthe parameters that were described in a previous section (“The Elements of aProgram”) and then determine what our final program should be. The actual implementation and entering of program steps will be covered in a later section.
Note:You will soon become familiar with Tetrad 2 program design and be able toenter steps directly from experimental protocols. However, we strongly suggest following these steps the first few times through, as they will probably save trou-bleshooting time later.
Let’s start with an example. Assume you have the necessary components for a 30-cycleamplification reaction, and you have calculated the annealing temperature of your oligonu-cleotide to be 60°C. Please note that we recommend using 92°C as the defaultdenaturation temperature during cycling steps. The resulting raw program you write maylook something like this:
Raw program:
1.92°C for 30 seconds
2.60°C for 3 minutes
3.92°C for 30 seconds
4.60°C for 3 minutes
5.92°C for 30 seconds
6.60°C for 3 minutes
[continues for a total of 60 lines]
The Goto Option
At 60 lines, our program is large, unwieldy and would take time to input. At step 3,repetition can be reduced with the addition of a goto statement:
Raw program:
1.92°C for 30 seconds
2.60°C for 3 minutes
3.Goto step 1, 29 more times
4.END
One of the most important factors in the program writing process is identifying repetitivesteps. These can then be enclosed in a goto loop as shown above.
Once you have written the body of your raw program, there are decisions to makebefore creating your Tetrad 2 program. They concern how your steps should beimplemented. These decisions involve the following:
•Temperature control mode
•Lid control mode
•Temperature ramping rate (advanced mode only)
•Temperature hold time
•Temperature time extend (advanced mode only)
•Temperature increment (advanced mode only)
•Temperature gradient (available with the 96-well Alpha unit only)
•Outside of the example protocol: other considerations
Choosing a Temperature Control Mode
Creating Programs
The DNA Engine Tetrad 2 cycler can control incubation temperature in two possibleways, each of which has different implications for the speed and accuracy of sampleheating. These include Calculated Controland Block Control.
Calculated Control
When using calculated control, the DNA Engine Tetrad 2 cycler estimates sample tem-peratures based on the block’s thermal profile, the rate of heat transfer through thesample tube or slide, and the sample volume or mass. Since this estimate is based onknown quantities and the laws of thermodynamics, sample temperatures are controlledmuch more accurately than with block control.
Since the sample temperature will always lag behind the block temperature, theDNAEngineTetrad2 cycler can adjust the block temperature to bring samples of aspecific volume in a specific vessel type to programmed temperatures. This is donethrough optimized overshoots of the block temperature by a few degrees for a fewseconds, which bring samples to the desired temperature more quickly.
Calculated control is also the method of choice for most types of programs becauseit yields the most consistency, reliability, and speed. Calculated control provides forshorter protocols in three ways:
1.Brief and precise block temperature overshoots are used to bring samples to
the desired incubation temperature rapidly.
2.Incubation periods are timed according to how long the samples, not the
blocks, reside at the target temperature.
3.The instrument automatically compensates for vessel type and reaction volume.
Note:We will choose calculated control for our example.
Block Control
The DNA Engine Tetrad 2 cycler maintains the block at the programmed temperature,independent of sample temperature. This mode of temperature control is common toolder models of thermal cyclers.
Block control provides less accurate control of sample temperatures than calculated con-trol provides. Under block control, the temperature of samples will lag behind thetemperature of the block. The length of the time lag depends on the vessel type andsample volume but typically is between 10 and 30 seconds. Block control is chiefly usedto run protocols developed for other thermal cyclers that use block control, or if you usethe <Instant> command to incubate samples at a set temperature for long periods of time.
Modifying Block-Control Programs for Calculated Control
Block-control programs can be changed to calculated control by subtracting at least15–20 seconds from each temperature step. Some empirical testing may be required toadjust modified programs for optimum performance. We generally recommend notreducing the incubation time for a step below 5 seconds while in calculated control mode.
Modifying a Program Designed for a Different Machine
The ramp programming step can be used to adapt programs designed for thermalcyclers with slower maximum heating and cooling rates than the DNAEngineTetrad2cycler. In addition, a given protocol will occasionally work better with a slower rate oftemperature change; the ramp step can be used to optimize the program for such aprotocol.
When a sample is heated, condensation on the tube cap or plate cover can take place.This changes the volume of the sample, the concentration of components, and thekinetics of the enzymatic reaction. The Hot Bonnet heated lid minimizes condensationby heating the upper surface of the reaction vessel to a temperature slightly greaterthan that of the sample itself. The DNA Engine Tetrad 2 cycler can control lid temper-ature in three possible ways: Constant, Tracking, or Off.
Constant Mode:This mode maintains the inner lid surface at a specific temper-ature regardless of sample temperature. When using constant mode, specify a lidtemperature at least 5°C higher than any temperature used in the protocol.
Note:We will choose to maintain a constant lid temperature of 100°C in ourexample program.
Tracking Mode:This mode incorproates a temperature offset of the heated innerlid by a minimum specified number of degrees Celsius in comparison to the temperature of the sample block. Tracking is useful for protocols with long incubations in the range of 30–70°C, where it may be undesirable to keep the lidat a very high temperature. An offset of 5°C above block temperature is adequatefor most protocols.
Off:No power is applied to the heated lid. In this mode, condensation will occurat a rate consistent with the incubation temperature and the type of tube or platesealant being used. This option is recommended only when using an oil or waxoverlay.
Choosing a Temperature Ramping Rate (Advanced Mode Only)
Fast thermal ramping between incubation steps can often help reduce overall reaction times by 10% to 30% and may help reduce production of non-specific products. The Alpha units use multiple zones of thermal control, which allow rapidramp rates to be balanced with temperature uniformity.
The DNA Engine Tetrad 2 cycler is capable of ramping temperatures in a range of–5.0°C to 105.0°C, but no more than 30°C below ambient temperature. The ramprate can be as low as 0.1°C/sec, or as fast as 3.0°C/sec. Slower ramp times may beachieved using a combination of increment and goto steps. Contact Bio-RadTechnical Support for details. If a ramp rate is not programmed, the default will be atmaximum.
Choosing a Temperature Hold Time
Because of the calculated melting temperature (Tm) of a DNA hybrid, DNA poly-merase processivity, and reaction kinetics, it may be possible to generalizeconditions regarding thermal-cycling protocols. However, decisions on denaturation,annealing or extension hold times will be reaction specific and should be optimized.
A target temperature can be held for as little as 1 second, or up to forever, should aprotocol require an extended incubation period. In graphical programs, the maximum
programmable hold time for a step is 1 hour 39 minutes and 59 seconds (99:59), withthe exception of a forever incubation. In advanced programs, the maximum pro-grammable hold time is 18 hours, with the exception of a forever incubation.
Choosing a Thermal Gradient
Molecular biology labs routinely optimize annealing and denaturing temperatures forthermal cycling reactions. Optimization is critical, but not always easy. The T(‘melting temperature’) of an oligonucleotide can be estimated using an empiricallyderived correlation which considers a combination of DNA length, G+C content, andsalt concentration. However, since the Tmis only an estimate, the “true” annealingtemperature may need adjusting in the actual experiment. This optimization involvesrepeating a reaction at several different annealing temperatures, which requires agreat deal of time and monopolizes the instrument while several experiments are runin tandem. To complicate matters further, similar time-consuming experiments mayalso be required for denaturing temperature optimization.
The DNA Engine Tetrad 2 cycler programmable temperature gradient feature allowsfor optimization of an incubation temperature in a single experiment by analyzing anumber of different temperatures simultaneously. The thermal gradient delivers acontrolled thermal difference, left to right, across the sample block. This will result ina precisely defined temperature gradient that is repeatable from experiment to exper-iment. The range of temperatures that can be achieved from left to right across a96-well Alpha unit can be as small as 1°C or as great as 24°C. The maximum pro-grammable temperature is 105°C; the minimum programmable temperature is 30°C.
m
Note:The programmable temperature gradient feature is only accessible if a 96-wellAlpha™unit(s) is mounted in the DNA Engine Tetrad 2 cycler. The gradient feature isnot compatible with other types of Alpha units.
The temperature of any well or column in the sample block may be displayed usingthe <Gradient Calculator> available from the <Tools> drop-down menu in the Statuswindow.
Since our oligonucleotide annealing temperature is not optimized, we will replace ourannealing step with a gradient step. We will optimize in the range of 45°C to 65°C.
Your written program should now appear as follows:
In addition to the above considerations, you can also include other protocol varia-tions which will further optimize the yield and quality of your product.
For example, an initial extended denaturation step can serve to destroy any heat-labile nucleases and other potentially interfering components, while ensuring that thenucleic acid has been completely denatured and prepped for annealing.
In some protocols, after the final elongation step, a slow temperature ramp can alsobe included to ensure proper product annealing.
In addition, some protocols can include a sustained incubation at sub-ambient tem-peratures to preserve the integrity of the products.
We will choose an initial incubation at 94°C for 1 minute before cycling, and a finalincubation of the sample at 10°C forever. Your written program might now appear asfollows:
Raw program:
Use calculated temperature control mode
Use constant lid control mode at 100°C
An initial incubation at 94°C for 1 minute
1.92°C for 30 seconds
2.Gradient from 45°C to 65°C for 3 minutes
3.Goto step 1, 29 more times
4.An incubation at 10°C forever
5.END
Now that we’ve made some important decisions regarding the implementation of ourprogram, we are ready to begin entering steps.
From our example, we are ready to enter a new program. To execute a selected com-mand, left-click the mouse.
Start-up procedures for the DNA Engine Tetrad 2 cycler are covered in detail in Chapter 4,including start-up screens. Please review Chapter 4 before proceeding with the entering ofprogram steps.
The Status Window
Once the DNA Engine Tetrad 2 cycler has completed its boot-up sequence, the Statuswindow will be visible.
Block status line
Block selection menu
Program display box
Block, sample, and lid temperatures are displayed for the convenience of the operatoralong with the current cycle number. The time remaining in the current step and in theprogram are also indicated.
At the screen bottom, the program control buttons <Run>, <Instant>, <Stop>, <Pause>,<Skip>, and <Graphs> allow the operator global or line-by-line control of the programcurrently loaded into memory. These will be covered in more detail in Chapter 7. The<Graphs> button can be used to display a window that simultaneously and graphicallyshows sample, block and lid temperatures for both Alpha units.
Note:In the Graphs window, in the same position, there is a <Status> button. Byleaving your cursor in the same position in the window, and clicking the externalmouse, you can toggle between the Status and Graphs windows rapidly.
The Block Selectionmenu and Block Statusline give information about the block currentlyselected and its run status. The User Name line indicates if a particular user has beenselected.
The Program Displaybox will list steps for the program currently running on theselected block.
The menu bar at the top of the Status window includes four submenus: <Programs>,<Utilities>, <Command>, and <View>. These submenus provide the operator withpaths for maneuvering through the various DNA Engine Tetrad 2 software windows.For the purposes of this chapter, we will be primarily concerned with the <Programs>submenu. The other submenus will be covered in Chapters 7 and 8.
Entering a Program Using Graphical Mode
After creation of the initial program, entering a program in graphical mode essentiallyinvolves editing the graphically displayed TEMPLATE program. The TEMPLATE programwill be the last, graphical program that was saved. In this section, we will address bothcreating an initial graphical program and editing a preexisting template.
•Select <Programs>.
Note:As described earlier, this involves selecting the <Programs> with the
mouse.
Drop-down submenus appear, including <Open>, <New>, <Folder>, <Copy>,<Move>, and <Delete>.
•Select <New>.
An additional menu appears allowing you to choose <Advanced Mode> or<Basic Mode>.
•Select <Basic Mode>.
The graphical programming window appears displaying no program steps or thelast, saved program. In either case, the new program bears the default name,TEMPLATE.
Begin by choosing the temperature control mode and lid control mode for theprogram. Refer to the “Considerations During Program Creation” section earlierin this chapter for information on temperature and lid control modes. The currentmode of temperature control is listed in the Control Mode field. The current modeof lid control is listed in the Lid Mode field. To change the control or lid mode,select the box in front of that field. In either case, the Mode Selection windowappears.
Using the Mode Selection Window
For the purposes of this example, we have decided to use Calculated for ourTemperature Control Mode.
•Select Calculated.
We have decided to use Constant for our Lid Control Mode.
•Select Constant.
Constant mode will allow the operator to set the parameters for the heated-lid temperature as well as the temperature at which the lid will turn off.
•Select <Control Parameters>.
The Lid Constant window will appear.
Place the cursor in the Maintain lid temperature at field and select the field.We have decided to set the lid to a constant temperature of 100°C.
Place the cursor in the below field and select the field. We have decided toturn the lid off when the block drops below 30°C.
•Enter 30 from the numeric keypad.
•Select <OK>.
We have returned to the Mode Selection window.
•Select <OK>.
We have returned to the graphical programming window. It is from this locationthat you will add steps using the <Temp>, <Gradient>, and <Goto> options.Additionally, buttons running across the window bottom provide options to<Delete Step>, <Save>, <Save As> or <Save + Run> programs, and <Cancel>the current programming session.
Using the File Save As Window
The <Save> and <Save As> buttons are probably the most important buttonsin the graphical programming window, since a program that is saved can beused or edited at a later date.
Creating Programs
Please note that a new graphical program must be renamed using the <Save As>feature prior to initiating a run. “TEMPLATE” is not a valid name nor can a graphicalprogram with the default name, “TEMPLATE”, be run. This restriction is designed toensure that programs are appropriately saved.
•Select <Save As>.
The File Save As window presents the operator with a space for entering theprogram name. The program will be added to the folder indicated in theFolder field. The <New Folder> button creates a new folder in which to storeyour new program.
In this Edit KeyPad window, you can select letters that will compose the nameof your new folder. Folder names cannot be longer than eight characters.
The virtual keyboard will be presented in situations where a combination ofletters and numbers should be entered.
•Using the external mouse,select the characters “F-O-L-D-E-R-1” in suc-
cession.
The backspace key can be used to correct any mistakes.
•Select <OK>.
You will be returned to the File Save As window. The display will havechanged slightly, with our newly created folder appearing in the Folder list. Wewill want to save our program in this newly created folder.
•Position the cursor over the folder FOLDER1 and select.
•Select <Edit Name>.
Again, you are presented with the Edit KeyPad window.
•Select the characters “G-R-A-P-H-#-1” in succession.
•Select <OK>.
You will be returned to the File Save As window. At this point, selecting <OK>will write your program to the hard drive. Selecting <Cancel> will bring up theprogramming window without saving your program.
•Select <OK>.
You have returned to the graphical programming window. The new programname, GRAPH#1, now appears in the Program field.
Users have the ability to secure their protocols by creating a folder password at thetime of folder creation. After assigning a name to a new folder, the New Folder windowdisplays the <Edit Password> button.
•Select <Edit Password>.
The Change Password message box appears. To assign a password to a new folder,select the <Edit> button next to the “New” window. The Edit KeyPad window appears.Select letters to compose a password for this folder. Passwords cannot be longer thantwelve characters. Select <OK> to enter the password. You will need to verify thespelling of this password by selecting the <Edit> button next to the “Confirm” window.Again, select the same characters to spell out the new password and select <OK>.
You can also password-protect, or change the password of, a folder that has alreadybeen created by selecting Folder Password from the Programs->Foldermenu. Fromthe Folder Password dialog box, select the Folder Passwordoption and then high-light the folder of interest. Click the <Edit Password> button. If the folder has anexisting password, you will be prompted to enter the “Old” and “New” passwords.“Confirm” the spelling of the new password.
You must present a password whenever a change occurs to the contents of a folderthat is password-protected. Several instances are listed below:
*Deleting files or folders from a password-protected folder.
*Copying from a folder that is NOT password-protected to a password-protected folder.
*Copying from a password-protected folder to a password-protected folder willprompt you for the Destination folder
password.
*Moving a file from a password-protected folder to a folder that is NOT password-protected will prompt you for the Fr
om folderpassword.
*Moving a file from one password-protected folder to another password-protectedfolder will prompt you for the Fr
om folderand then the Destination folderpasswords.
*Moving a file from a folder that is NOT password-protected to a password-protectedfolder will prompt you for the Destination folder
password.
*Saving a password-protected file will prompt you while clicking <Save> or <Save+Run>if the file resides in a password-protected folder. <Save as> does not prompt for apassword.
Before we begin entering program steps, let’s explore the graphical programmingwindow. The graphical programming window displays the steps of programs in anarrangement of six wide columns separated by seven narrow columns. The narrowcolumns depict the transition phases between steps, while the wide columns depictthe temperature and/or gradient steps included in the protocol. A single black line ina wide column indicates a temperature step, two black lines represent a gradientstep. A goto step is indicated by a blue arrow extending from the end of the last stepto be included in the loop to the beginning of the first step in the loop. The incuba-tion temperature of the step is indicated above the step line, and the duration of thestep is indicated below the step line.
Gradient step
Step 1
Temperature step
Goto step
Selecting a Step
When a step is selected, the line(s) or arrow depicting that step will turn red. Selecta step by positioning the cursor in the step’s column and clicking once. A flashinginsertion point will appear in the temperature field of that step. To select a specifictemperature or time field (or a goto step), position the cursor in the desired field andclick once to display an insertion point, or click twice to highlight the entire field.
Editing Step Parameters
If you have selected a step such that a flashing insertion point appears in the fieldyou wish to edit, use the backspace and number keys on the numeric keypad to firstdelete the current value, then enter the desired temperature, time, or number ofcycles. Click the mouse once to accept the change and move the cursor to the nextfield. If you have selected a step such that the field you wish to edit is highlighted,use the number keys to enter the desired temperature, time, or number of cycles.Click the mouse once to accept the changes.
If an inappropriate value is entered, such as an incubation temperature of 110°C, thechange will be rejected, and the default value or last valid value will reappear.
To delete a step, first select the step as indicated above such that the line or arrowdepicting that step turns red. Then, select the <Delete Step> button. The selectedstep will be deleted and the following step will automatically be promoted.
Adding a Step
In graphical programs, a step is added directly after the step that is currently selected.Graphical programs can contain a total of six temperature and gradient steps and onegoto step. To add a step, select the step that will immediately proceed the new step.Then, select either the <Temp>, <Grad> or <GoTo> button to add either a temperature,gradient or a goto step to the program. A goto step can not be the first or only step ina program. See the sections immediately following for complete instructions on addingspecific types of steps and entering step parameters.
Now, let’s begin entering the steps for our example program.
Entering a Temperature Step
Recall again our raw program:
Use calculated temperature control mode
Use constant lid control mode at 100°C
An initial incubation at 94°C for 1 minute
1.92°C for 30 seconds
2.Gradient from 45°C to 65°C for 3 minutes
3.Goto step 1, 29 more times
4.An incubation at 10°C forever
5.END
The first actual step in the protocol is the incubation at 94°C for 1 minute. There arethree scenarios for programming this initial temperature step.
1.If there are no steps displayed:
•Select <Temp>.
A temperature step will be added as the first step in the protocol with a defaulttemperature of 55.0°C and a duration of 30 seconds.
Proceed to scenario 3 for instructions on editing step parameters.
This will add a new temperature step to the protocol as step 2 with a defaulttemperature of 55.0°C and a duration of 30 seconds.
Note:Steps are always added after the step that is currently selected.
•Select the gradient step (step 1).
•Select <Delete Step>.
The initial gradient step will be deleted, and the newly added temperaturestep will be promoted to step one.
Proceed to scenario 3 for instructions on editing step parameters.
3.If the first step displayed is a temperature step, or if a temperature step was
added as indicated in scenarios 1 or 2:
•Position the cursor (text pointer) in the temperature field of step 1 and
select by clicking once.
A flashing insertion point will appear in the temperature field. (See the“Selecting a Step” and “Editing Step Parameters” sections on page 5-21 foradditional selection and editing options.)
•Use the backspace key on the numeric keypad to delete the current tem-
perature if it is not 94.0°C.
•Enter 94 from the numeric keypad.
•Click once to accept the change.
•Position the cursor (text pointer) in the time:minute field of step 1 and
select by clicking once.
•Use the backspace key to delete the current value if it is not 01.
•Enter 01 from the numeric keypad, and click once to accept the change.
•Position the cursor (text pointer) in the time:second field of step 1 and
select by clicking once.
•Use the backspace key to delete the current value if it is not 00.
•Enter 00 from the numeric keypad, and click once to accept the change.
Step one of our protocol now consists of a temperature step with an incubation tem-perature of 94.0 and a duration of 01:00.
Step 1
temperature step
Recall that the maximum programmable temperature is 105.0°C and the minimumprogrammable temperature is 0.0°C in a graphical program. The maximum duration ofa temperature step in a graphical program is 99 minutes and 59 seconds or forever.
Step two of our program is also a temperature step, but with an incubation temperatureof 92.0°C and a duration of 30 seconds.
If step two in the displayed protocol is a temperature step, follow the instructions inscenario 3 and in the “Editing Step Parameters” section to alter the parameters of thedisplayed step.
If step two is not a temperature step:
•Select step 1.
•Select <Temp>.
A new temperature step will be added after step 1 with the default temperature and timeparameters. Follow the instructions in scenario 3 and in the “Editing Step Parameters”section above for information on altering the step parameters.
Step two of our protocol should now specify a temperature incubation of 92.0 for aduration of 00:30.
Step 2
temperature step
Entering a Gradient Step
Step three of our program is a gradient step designed to determine the optimalannealing temperature of our oligonucleotide. If step three of the displayed protocolis not a gradient step (two black lines):
•Select step two.
•Select <Grad>.
A new gradient step should now appear as step three with the default higher temperaturelimit of 65°C and the default lower temperature limit of 50°C. The default duration is 30seconds.
The maximum temperature range for a gradient is 24°C and the minimum is 1°C.Fractional degrees are not accepted.
Recall that in our example protocol, the gradient step should specify a range of 45°Cto 65°C and a duration of 3 minutes.
•Position the cursor (text pointer) in the higher limit temperature field andselect by clicking once.
•Use the backspace key on the numeric keypad to delete the higher tem-perature if it is not 65°C.
•Enter 65 from the numeric keypad.
•Repeat the steps above for the lower temperature limit, entering a valueof 45 from the keypad.
•Click once to accept the changes to the gradient range.
Note:Change both the higher and lower temperatures before accepting the
changes to the gradient step to ensure that the temperature differential is notgreater than 24°C or less than 1°C.
•Position the cursor (text pointer) in the time:minute field of step 3 andselect by clicking once.
•Use the backspace key to delete the current value if it is not 03.
•Enter 03 from the numeric keypad, and click once to accept the change.
•Position the cursor (text pointer) in the time:second field of step 3 andselect by clicking once.
•Use the backspace key to delete the current value if it is not 00.
•Enter 00 from the numeric keypad, and click once to accept the change.
Entering a Goto Step
Step 4 of our program incorporates a goto step designed to cycle a portion of the programa predetermined number of times. We have chosen to cycle back to step 2 and repeatsteps 2 and 3 an additional 29 times. A graphical program can only contain one goto step.This goto step cannot be the first or only step in the protocol.
If there is a goto step (blue arrow) in the displayed protocol:
•Select the goto step.
•Select <Delete Step>.
To add a goto step to our protocol:
•Select step 3 (the last step to be included in the goto loop).
•Select <GoTo>.
A small red arrow will appear under step 3.
•Select step 2 (the first step to be included in the goto loop).
A red arrow will now extend from the end of step 3 to the beginning of step 2,and the default number of cycles the loop will execute, 25 X, will be displayed.
•Select the number of cycles and delete using the backspace key.
•Enter 29 from the numeric keypad, and click once to accept the change.
Step 5 of our program is a forever incubation at 10.0°C to help maintain the integrity ofour samples until they can be processed. Please note that the instrument can maintainsamples at lower temperatures if desired (e.g., 4°C)—but, colder temperatures requireconsiderably more power to maintain, and are unnecessary in most circumstances, inthe opinion of Bio-Rad scientists.
Adding a forever incubation step is identical to programming a temperature step with theexception of selecting the <Forever> box after specifying the incubation temperature.The duration of the step will be displayed as a blue infinity symbol.
Unused
temperature step
Step 5 forever
tempertaure step
If there are any additional steps displayed in the graphical programming window that youdo not wish to include in the program, select the step, and then select <Delete Step>.We do not wish to include the temperature step displayed in the fifth temperature/gra-dient step column.
Our completed program appears as follows:
Select <Save> to save the completed program, GRAPH#1.
Note: If your completed graphical program still bears the name “TEMPLATE”, select<Save As> and enter an appropriate name for the program (see the “Using the File SaveAs Window” section in this chapter). A graphical program with the default name,
Drop-down submenus appear, including <Open>, <New>, <Copy>, <Move>,<Delete>, <Delete Folder>, and <New Folder>.
•Select <New>.
An additional menu appears allowing you to choose <Advanced Mode> or<Basic Mode>.
•Select <Advanced Mode>.
You are now presented with the Mode Selection window. It is at this point thatyou will choose the Temperature Control Mode and Lid Control Mode for theprogram. Refer to the “Considerations During Program Creation” section earlierin this chapter for information on temperature and lid control modes.
Creating Programs
We have decided for the purposes of this example to use Calculated for ourtemperature control mode, and Constant for our lid control mode. Refer to the“Using the Mode Selection Window” section above for instructions onentering these choices into our advanced mode program. The ModeSelection window is identical in both graphical and advanced programmingmodes. However, after selecting <OK> to accept any changes and exit theMode Selection window, you will return to the advanced programmingwindow.
It is from the advanced programming window that you will add steps usingthe <Temp>, <Gradient>, <Goto>, and <Lid> options. Additionally, buttonsrunning across the window bottom provide options to <Delete Step>, <Save+ Run>, <Save>, or <Save As> programs, and <Cancel> the current pro-gramming session.
The <Save> and <Save As> buttons are probably the most important buttons,since a program that is saved can be used or edited at a later date.
•Select <Save As>.
As the File Save As window is identical in both graphical and advanced pro-gramming mode, follow the instructions in the “Using the File Save AsWindow” section above to create a new folder named FOLDER2 and a newprogram named ADV#1.
After selecting <OK>, you will be returned to the advanced programmingwindow. The following steps will appear to indicate your progress with theprogram ADV#1:
Temperature Control Mode: Calculated
Lid Control Mode: Constant at 100°C
End
Entering a Temperature Step
While the program ADV#1 is a bona fide Tetrad 2 program, it has no utility. A run ofthis program will finish immediately after its start, because there are no temperaturecommands or incubation times to constitute an actual run. Recall our raw exampleprogram:
The first actual step in the protocol is the incubation at 94°C for 1 minute. We will usethe maximum rate of temperature ramping to this step, and we would like the instrumentto beep upon reaching the target temperature.
•Position the cursor over the Lid Control Mode step and click the leftmouse button ONCE.
Double clicking will select the step for editing, which will be covered in a laterchapter. If you mistakenly select the step for editing, and the Lid ControlMode window appears, just select <Cancel> at the bottom of the window.
Once the step is selected, any new steps that are added will be inserted afterthe Lid Control Mode step.
Tip! Before entering a new step, always select the insertion point first.
•Select <Temp>.
The Temperature Step window presents the operator with a number of tem-perature adjustment options. The Temperature and Time fields as well as theBeep on Target selection option are available at the top of the window. At thebottom, the Increment Temp, Extend Time, and Slow Ramp options are avail-able, each with their own <Set Parameters> button. For this particular step,the only parameters that will be set will be the temperature and the incuba-tion time.
Note:The Alpha units can ramp at a maximum of 3.0°C per second. If aslower ramp speed is not entered, this will be the default.
•Position the cursor over the Temperature field and select.
Additionally, we want the cycler to beep after reaching the target temperature.
•Select Beep on Target.
At this point, in the Temperature Step window, all selections have been madeaccording to our protocol.
•Select <OK>.
In the advanced programming window, the program listing now appears asfollows:
Temperature Control Mode: Calculated
Lid Control Mode: Constant at 100°C
1. Incubate at 94°C for 00:01:00
Beep on Target
End
The program, if run now, would ramp to 94°C for 1 minute and then end. Let’scontinue to enter steps and build our program.
The first temperature step in the cycling portion of our program incubates at92°C for 30 seconds. We would also like the cycler to beep after reaching thistemperature.
•Position the cursor over the appropriate insertion point, if not highlightedalready, and select.
Note:The appropriate insertion point would be selected by highlighting the
first step. Insertion will occur AFTER this step.
•Select <Temp>.
•Position the cursor over the Temperature field and select.
•Enter 92 from the numeric keypad into the field.
•Similarly, enter 30 in the Time:Sec field.
Additionally, we want the cycler to beep after reaching the target temperature.
•Select Beep on Target.
At this point, in the Temperature Step window, all selections have been madeaccording to our protocol.
•Select <OK>.
In the advanced programming window, the program listing now appears asfollows:
The 92°C denaturation is the first step in the cycling portion of our program.The next step is the gradient step.
•Highlight Step 2 in the program listing.
•Select <Gradient>.
Entering a Gradient Step
The Gradient Step window indicates the step number and includes fields for specifyingthe Lower Temperature and the Higher Temperature of the gradient range as well as thegradient hold Time. The maximum gradient range is 24°C and the minimum range is1°C.
Below, the Extend Time option allows for an increase or decrease in incubation timeper cycle, similar to the option available for temperature steps.
Since our hypothetical target is 60°C, we will choose 45°C for the lower limit, and 65°Cfor the higher limit. Additionally, we will enter 3 minutes for the incubation hold time.
The newly created gradient can be previewed graphically.
•Select <Preview>.
This distribution of temperatures specified by the gradient should be reviewedand any changes to the gradient limits made before a program run. Pleasenote that the gradient temperature differential is not linear, with a broaderspread in temperature between the center columns of wells. This is a conse-quence of the geometry of the Peltier-Joule heaters that underlie the blockand is normal. Rest assured that the temperatures displayed are quite accu-rate for each well in that column (±0.4°C of actual column temperature).
•Select <Close>.
•Select <OK>.
The program listing should now appear as follows. Since the program steplisting field is limited, please use the directional arrow keys to navigatethrough the steps to review them.
Temperature Control Mode: Calculated
Lid Control Mode: Constant at 100°C
1. Incubate at 94°C for 00:01:00
Beep on Target
2. Incubate at 92°C for 00:00:30
Beep on Target
3. Gradient from 45°C to 65°C for 00:03:00
End
As discussed previously, increasing the time per cycle of a temperature stepmight be desirable in some protocols where extra time is required during latercycles to allow synthesis to be completed.
We will not require such a step in our cycle sequencing protocol, but describeit here for completeness.
This programming option progressively extends an incubation step with each subsequentcycle. This is typically used during an extension step, to allow for diminishing activity ofan enzyme, or to allow an enzyme to do its job among an ever-increasing quantity ofproduct.
Assume, for example, that we required a 60°C step with a 1 minute incubation andthat we wished to increase the incubation time by 5 seconds per cycle. In theTemperature Step window, you would implement the following:
•Enter 60°C in the Temperature field.
•Enter 1 in the Time:Min field.
•Select Extend Time.
•Select <Set Parameters> (for the Extend Time option).
The Extend Time window appears.
•Select Increase.
•Position the cursor over the by __ seconds per cycle field and select.
•Enter 5 in the field.
•Select <OK>.
This program step, incorporating a per cycle increase in incubation time,would appear as follows:
Incubate at 60°C for 00:01:00
Increase by 5.0 seconds every cycle
This step is not included in our cycle sequencing protocol, so we continuewith our next addition.
As currently entered, our program will run one cycle and then end. What we reallywant it to do is run 30 cycles total. This involves the insertion of a goto step. Gotosteps are useful for cycling your commands a predetermined number of times. Wehave decided to cycle the steps in ADV#1 twenty nine more times.
•Select <GoTo>.
The GoTo Step window appears.
•Position the cursor in the Goto step number field and select.
•Enter 2 in the field.
Note:We do not want to include step one in the cycling process, as this is
our initial denaturation step, and should not be repeated more than once.
•Position the cursor in the Additional Number of Cycles field and select.
•Enter 29 in the field.
•Select <OK>.
The program now appears as follows:
Temperature Control Mode: Calculated
Lid Control Mode: Constant at 100°C
1. Incubate at 94°C for 00:01:00
Beep on Target
2. Incubate at 92°C for 00:00:30
Beep on Target
3. Gradient from 45°C to 65°C for 00:03:00
4. Cycle to step 2 for 29 more times
End
Now the program will run with 30 cycles.
As discussed previously, it may be desirable in some cases to ramp to a tempera-ture at a slower than maximum rate or to include an incremental increase ordecrease in temperature per cycle. Some operators may also wish to includeinstructions in a program to open and close a Moto Alpha motorized lid.
A Lid step and the Slow Ramp and Increment Temp options are not necessaryin our example, but the steps necessary to implement them are describedbelow should they be needed in other protocols.
Entering a Lid Control Step
When using the Moto Alpha unit motorized lid, it may be desirable to include stepsin the Tetrad 2 program that direct the lid to open or close. This can be particularlyuseful in robotic installations. To include a lid control step in a program, Select <Lid>in the programming window. Select either Open Lid or Close Lid in the Lid Controlwindow that appears. For further instruction on running the Moto Alpha unit, see “TheMoto Alpha Unit,” which appears at the end of this chapter.
The Slow Ramp Option
Earlier we described the Extend Time option for a temperature step, now we willselect the Slow Ramp option (see the “Choosing a Temperature Ramping Rate” sec-tion for additional information). Move from the programming window to theTemperature Step window using the <Temp> button, as before. Enter the appropriateincubation Temperature (enter 60 as an example) and Time (enter 30 seconds as anexample).
•Select Slow Ramp.
•Select <Set Parameters> (for the Slow Ramp option).
The Slow Ramp window appears.
•Position the cursor over the __°C per second field and select.
•Enter 0.5.
•Select <OK>.
You would expect the program step as included in a protocol to appear as follows:
The Increment Temp option is useful for modifying a temperature step to allow a “percycle” increase or decrease of temperature each time the step is executed (see “TheElements of a Program” near the beginning of this chapter for more information).
Move from the programming window to the Temperature Step window using the <Temp>button, as before. Enter the appropriate incubation Temperature (enter 60 as an example)and Time (enter 30 seconds as an example).
•Select Increment Temp.
•Select <Set Parameters> (for the Increment Temp option).
The Increment Temperature window appears.
•Select Decrease.
•Position the cursor over the by __ °C per cycle field and select.
•Enter 0.2 in the field.
•Select <OK>.
You would expect the program step as included in a protocol to appear as follows:
Incubate at 60.0°C for 00:00:30
Decrease by 0.2°C every cycle
However, such a step is not needed in our protocol, so we will continue ontothe next step, the sustained incubation.
We will include an incubation at 10°C, forever, to preserve our sampleintegrity. The selections are similar to adding a temperature step, with theexception of selecting Forever, rather than entering an incubation Time.
The program is now finished. Select <Save> to ensure that your work is preserved.
Chapter 6 will explain how to edit the various programming steps to includedifferent parameters and Chapter 7 will instruct you on how to run this program.
The opening and closing of the robotic lid can be accomplished either manually (bypressing the blue button on the lid) or set through the software. The electronicallycontrolled heated lid features software-configurable lid pressure and lid openingangle settings. Instructions for programming the Moto Alpha unit’s lid are found in thedocument Remote Control Command Sets. (This document is available from theBio-Rad website.)
Lid Pressure —The pressure exerted by the Moto Alpha unit’s inner lid must beadjusted to fit a particular type of reaction vessel. Once set, the same pressure ismaintained until the lid is readjusted for a different type of vessel. Lid pressure is seteither through the front panel of the cycler or through the remote command set. TheMoto Alpha has four options for Lid Pressure settings: 0X (no pressure applied) formicroarrays or slides, 0.5X for 8 or more tubes or strips, 1.0X for any plate sealingoptions, and 2.0X for custom applications.
Lid Angle — The angle that the fully opened lid makes with the block is also seteither through the front panel of the cycler or through the remote command set. TheMoto Alpha has four options for Lid Angle settings: 70°, 80°, 90°, or 100° open.
With the Tetrad 2 operation software, the lid pressure and lid angle settings are set inthe mode selection menu (see below) and are saved directly to individual protocols.Please see the Moto Alpha Unit User’s Manual for further instruction.
In the previous chapter, various entering and editing features were discussed as theyapplied to entering a graphical and/or an advanced program. In this chapter, we cover inmore depth the options available for the manipulation of existing Tetrad 2 programs.
The programming conventions listed in Chapter 5 will also be used here. Please reviewthese before proceeding.
Opening a Program
Several useful protocols, covering a variety of applications, are preprogrammed intothe DNAEngine Tetrad 2 cycler and stored in the [MAIN] folder. These programs arelisted in Appendix C. Any of the protocols saved on the DNAEngine Tetrad 2 cycler,whether created by the user or preprogrammed in the factory, can be opened forediting or running.
From the Status window menu bar,
• Select <Programs>.
• Select <Open>.
An additional menu appears allowing you to choose <Advanced Mode> or<Basic Mode>.
Opening a Program in Advanced Mode
To open our example advanced program, ADV#1,
• Select <Advanced Mode>.
You are presented with the open program window. In this window, the Folderfield lists the available folders, and the Program field lists all programs availablein the currently selected folder. A Listing of the steps in the currently highlightedprogram appears near the bottom of the window.
We had previously saved ADV#1 in the FOLDER2 folder.
•Select the folder FOLDER2.
•Select the program ADV#1.
•Select <OK>.
You are presented again with the advanced programming window. It is fromthis window that steps can be inserted, deleted, or edited.
While all graphical programs can be opened and edited in advanced mode,only a subset of advanced programs can be opened and edited in basic mode.Advanced programs that meet the criteria outlined for graphical programs inthe “Types of Programs” section of Chapter 5 can be opened in basic mode.Our advanced program, ADV#1, cannot be opened in basic mode because itcontains the step modification option, Beep on Target. If an advanced programcannot be opened in basic mode, the following message will appear:
Select <Yes> to open the program in advanced mode.
You can choose to open and edit a graphical program in either the graphical pro-gramming window, or in the advanced programming window. Opening a graphicalprogram in advanced mode is desirable if you wish to add step modification options,incubations below 0°C, or other programming features not available in graphical pro-grams (see the “Types of Programs” section in Chapter 5 for a listing of availableprogram features). However, once advanced-only features are added to a graphicalprogram, the program can no longer be opened or edited in basic mode.
We will open our example graphical program, GRAPH#1, in basic mode. The proce-dure is similar to that described above for opening a program in advanced mode andis summarized here.
•Select <Programs>.
•Select <Open>.
•Select <Basic Mode>.
The open program window will appear.
•Select the folder FOLDER1.
•Select the program GRAPH#1.
•Select <OK>.
GRAPH#1 will be displayed in the graphical programming window.
After running the above program, analysis of the resulting sequencing dataindicated that 60°C was the best annealing temperature. We would like tochange step 3 from a gradient step into a temperature step.
Further, step 2 includes a 30 second incubation that we wish to change to 25seconds.
Editing a Graphical Program
As graphical programming (discussed in Chapter 5) involves essentially editing aTEMPLATE program, we will only briefly discuss the specifics of editing a preexistinggraphical program here. Please refer to “Entering a Program Using Graphical Mode”in Chapter 5, specifically, “The Graphical Programming Window” section for moreinformation.
To replace step 3, the gradient step, with a temperature incubation at 60°C, first openthe program GRAPH#1 in basic mode as described above.
•Select the gradient step.
•Select <Delete Step>.
•Select step 2, the temperature incubation at 92°C.
Recall that new steps are added AFTER the selected step.
•Select <Temp>.
The gradient step has now been replaced with a default temperature step.Follow the instructions in Chapter 5 for entering temperature step parameters.
To decrease the incubation time of step 2 from 30 seconds to 25 seconds:
•Select the time field of step 2.
•Delete 30 and enter 25 using the numeric keypad.
•Click once to accept the change.
Our example program, GRAPH#1, now appears as follows:
Several important factors determine step selection:
•The insertion point for new steps is AFTER the step highlighted in the pro-gram listing. This highlighting is accomplished with a SINGLE click.
•Double clicking on a program step will immediately open the appropriatestep-editing window for the highlighted step. The windows for editing are thesame as those for step creation.
•Selection can also be done via the left mouse button.
In order to insert or edit steps, the user of the DNA Engine Tetrad 2 cyclershould become familiar with these conventions. By default in this manual, weuse the single mouse click to highlight a step, and a double click to select it.
Deleting a Step
The <Delete Step> button will allow us to delete a program step. To begin the processof changing step 3 of our advanced program, ADV#1, into a temperature step:
•Highlight step 3 by positioning the pointer over the first line of step threeand clicking once.
•Select <Delete Step>.
The gradient step will be deleted and the following steps renumbered. Forexample, the goto step, previously step 4, will become step 3.
Recall that new steps are inserted AFTER the highlighted step.
•Select <Temp> from the advanced programming window.
The Temperature Step window appears. Select an incubation Temperature of60°C, a hold Time of 3 minutes, and the Beep on Target option. Enter param-eters as described in Chapter 5.
Your program should appear as follows.
Temperature Control Mode: Calculated
Lid Control Mode: Constant at 100°C
1. Incubate at 94°C for 00:01:00
Beep on Target
2. Incubate at 92°C for 00:00:30
Beep on Target
3. Incubate 60°C for 00:03:00
Beep on Target
4. Cycle to step 2 for 29 more times.
5. Incubate at 10°C forever
End
Editing a Step
Step 2 of the program ADV#1 includes a 30 second incubation. We wish to changethat incubation to 25 seconds.
•Select Step 2 by double-clicking.
You are presented with the Temperature Step window. The Temperature fieldshows 92°C, and the Time field shows 30 seconds.
Now the Program Editing window lists the program steps as the following:
Temperature Control Mode: Calculated
Lid Control Mode: Constant at 100°C
1. Incubate at 94°C for 00:01:00
Beep on Target
2. Incubate at 92°C for 00:00:25
Beep on Target
3. Incubate 60°C for 00:03:00
Beep on Target
4. Cycle to step 2 for 29 more times.
5. Incubate at 10°C forever
End
Note: You may need to utilize the directional arrow keys to view all steps.
File Utilities
Once you have edited a program, any number of manipulations can be used to archive itfor later use, including saving, copying, deleting and moving. You can also delete a folder.These functions, with the exception of saving, can be accessed from the <Programs>drop-down menu on the Status window menu bar.
Saving an Edited Program
The decision required here is whether to save the program under the same, or dif-ferent, filename. In Chapter 5, we discussed the <Save As> button, which allows thecreation of a new filename.
In this instance, we will simply save the edited files under the same name.
•Select <Save>.
Your file can now be selected and reviewed for further editing.
Please note that in the advanced programming window, utilizing the <Save>feature will bring you to the Status window after implementation, whereas, the<Save As> feature will bring you back to the advanced programming window.Therefore, if you plan on continuing to edit the file, <Save As> would be thesimpler choice.
Once you have created a number of programs, you may want to create separatefolders to organize them. Perhaps you will use separate folders for differentusers, or experimental series. To copy a program:
•Highlight the From Folder and To Folder locations for the copy.
•Highlight the program in the Copy Program list to be copied.
•Select <Copy>.
The program now resides in the destination folder.
Important!:Use caution when deleting programs, as deletions are irreversible, and
the delete program window is very similar to the open program window. We providea convenient program listing at the bottom of the window so that you can determinewhether you truly wish to delete the program.
•Highlight the Folder containing the program to be deleted.
•Highlight the Program.
•Select <Delete>.
Before a program is deleted, you are presented with a confirmation screen asking you toverify the deletion.
If you wish to delete the program, select <Yes>. If you want to keep your newly cre-ated program, select <No>.
Moving is the same as copying (described above), with one distinction: only one copy ofthe program is maintained in the To Folder. The copy in the From Folder is deleted. You willnot be prompted with a verification step for this move, so exercise some caution.
Deleting a Folder
No command set would be complete without a folder maintenance window. Folders mustbe empty before deletion.
•Select <Programs> in the Status window.
•Select <Delete Folder> from the drop-down menu.
•To delete a folder, highlight it and select <Delete>.
You will be presented with a confirmation screen asking you to verify the deletion.Select <Yes> to delete the folder.
In Chapter 5, we translated an experimental protocol into functional Tetrad 2 programs.In Chapter 6, we edited program steps. In this chapter, we explore the implementationof the Tetrad 2 programs, and the instant incubation feature.
Using the Instant Incubation Feature
The DNA Engine Tetrad 2 cycler can also be quite useful as an “instant” constant-temperatureincubator, with a range from –5.0°C to 105°C (4°C to 100°C with the Slide Chambers™Alphaunit). This feature can be used for performing ligations, digestions, etc. — or, with slides, per-forming overnight humidified hybridizations.
Note:The Slide Chambers Alpha unit can be used as a humidified chamber for steady-stateincubations (e.g., hybridizations, color-development reactions). To humidify a block, push onelaboratory tissue into the bottom slot and inject 1 ml of deionized water onto it. See the SlideChambers Alpha Unit Operations Manual for complete instructions.
To initiate an instant incubation from the DNA Engine Tetrad 2 cycler’s Status window,
™
•Select <Instant> at the bottom of the window or from the <Command>menu.
•Select the Temperature field and enter the desired temperature.
•Select Heated Lid if you are incubating at a high temperature and wishto minimize condensation (refer to the “Sealing with the Hot Bonnet Lid”section in Chapter 4 for additional information on using the heated lid).
•Select the desired block(s).
•Select <OK>.
The block(s) will now incubate at the desired temperature.
The Status window will display the status of the selected block. Use the block selectionmenu to select a block.
Block selection menu
Block status line
To stop the incubation, select the appropriate sample block from the block selectionmenu. Select <Stop> at the bottom of the window. A confirmation window willappear asking you to verify termination of the instant incubation. Select <Yes> tostop the incubation or <No> to continue.
Note:The Operations Chapter (Chapter 4) provides information on running programs with
respect to the operation and use of Alpha units. For example, a program containing agradient step will only run in 96-well Alpha units. Please review this chapter for additionaltechnical detail, to ensure that the program you load and run is an appropriate match foryour Alpha units.
To run a program displayed in either the advanced programming window or the graphicalprogramming window, select <Save+Run>. Recall that before running a newly createdgraphical program, the program must be assigned a name other than the default name,“TEMPLATE”, by performing a save as. Graphical programs with the default name,
“TEMPLATE”, can not be run.
The Run Program window will appear allowing you to specify the block on which the pro-tocol should be run, and the calculated control parameters for the run (if applicable) asdescribed below.
To run preprogrammed or previously created programs (see Appendix C, Factory-Installed Programsp; Chapter 5, Creating Programs; and Chapter 6, Managing andEditing Programs), you must first load them into memory.
From the Status window,
•Select <Run> at the bottom of the window or from the <Command>menu.
•From the open program window that appears, use the external mouse toselect the desired Folder and Program.
Note: the factory programmed protocols are initially stored in the <Main>
folder.
Double check the program listing to ensure that the listed steps are consistentwith the desired program.
•Select <OK>.
You are now presented with the Run Program window.
The Run Program window allows you to select the Block(s) that you wish to run yourprotocol on. You can select a single block or all blocks (based on block compatibilitywith your program).
If you are preparing to run a program using calculated temperature control, selecting<OK> will display a Select Calculated Mode Parameters window that is appropriatefor the type of program and Alpha unit that you are using. Parameters entered herewill allow precise temperature calculations by the DNA Engine Tetrad 2 cycler for yourspecific protocol and Alpha unit.
For example, for a 96-well Alpha unit, the following selection window will appear:
•Enter the reaction volume of your samples and select the type of reactionvessels used.
•Select <OK> to initiate the run.
Refer to the “Running Multiple Programs” section at the end of this chapter for informationon simultaneously running multiple programs.
Information in the Temperature, Time,and Cyclefields of the Status window will indi-cate that your program is running. To graphically display the run conditions, go to theGraphs window.
•Select <Graphs> at the bottom of the window or from the <View> menu.
To graph the Block Temp, Sample Temp, and/or Lid Temp over time, selectthe appropriate options near the bottom of the Graphs window. The esti-mated Time Remaining in the program and the amount of Time Elapsed sincethe program was initiated are also indicated.
Users can scroll through the temperature display graph. Left and right arrowbuttons allow the leading edge (dashed vertical green line) to be advanced orsubtracted as long as the minimal time scale (T=9:40s,+1min) has been sat-isfied. The magnify buttons with the “+” and “-” symbols allow the user tochange the scale at which they view the graph. The minimum (default) is 9:40.Each time you click the “-”, the scale doubles: 19:20, 38:40, 77:20, 154:40,and 309:20. Inversely, “+” will bring you from a larger scale graph toward theminimal scale (9:40).
Note: If communications restart or power failure occurs, the graph will be cleared
and start from time 0. This does not mean that the protocols have beenaffected in any way. The elapsed time displayed under the graph, will give thetrue elapsed time of the protocol.
The Status window will display Block, Sample, and Lid temperatures corre-lating to the program running on the block chosen in the block selectionmenu. These temperatures represent real-time readings and correspond tothe values represented graphically in the above window. The time remainingin the current Step, and the Remaining time in the program are displayedalong with the current Cycle number.
Tip:Recall that convenient and rapid toggling between the Status andGraphs windows can be achieved by selecting the button in the lower right ofthe Status and Graphs windows respectively.
To simultaneously view the status of all blocks including the Block Name,Block Status, the name of the Program Running, the Time Remaining in theprogram, the Time Elapsed, and the User name, select the <View> menu andthen <Status All> from the drop-down list.
If the Block Status indicates that the program was completed with errors,select <Error Log> from the <View> menu to view error messages.
To view a run log including the date and time that a program was initiated bya user, select <Cycler Log> from the <View> menu.
To terminate a run before its completion, select the appropriate block from the block selec-tion menu in the Status window and select <Stop>. Alternatively, select the <Command>menu in the Status window, and then select <Stop> and either <All> to terminate all pro-grams running on all blocks, or select the desired block from the drop-down list.
Pausing/Resuming a Run
To merely pause a run, select the appropriate block from the block selection menu inthe Status window and select <Pause>. Alternatively, select the <Command> menuin the Status window, and then select <Pause/Resume> and either <Pause All> topause all programs running on all blocks, or select the desired block from the drop-down list.
To resume a run, select <Resume> from the bottom of the Status window or select<Command>, <Pause/Resume>, and either <Resume All> or select the desired blockfrom the drop-down list.
Skipping a Step
To skip to the next step in a running program, select <Skip> at the bottom of theStatus window. A confirmation screen will ask you to confirm the skip, select <Yes>to skip to the next step in the protocol displayed in the Status window.
Inaccessible Features
Considerations must also be made for the compatibility of the program with theinstalled Alpha units. The Run Program window will display one or more “grayed-out”Alpha units in the Select Blocks section if there is an incompatibility with the programin queue, or if an Alpha unit is currently unavailable due to a protocol that is alreadyrunning.
Some scenarios which may be the cause of inaccessible features or display changes include:
Block control:A sample temperature will not be displayed.
Gradient step:Alpha units other than 96-well Alpha units will be “grayed-out”.
Lid step:Alpha units will be “grayed-out” if a lid step is included in the protocol, but
there is no Moto Alpha unit installed.
Lid mode:Alpha units will be “grayed-out” if the lid mode is not set to OFF whenusing a block with no lid such as a Slide Chambers Alpha unit.
When encountering an inaccessible feature or block, please review your programwith the installed Alpha units to determine if an incompatibility is present.
One particularly useful feature of the DNA Engine Tetrad 2 cycler is the ability to run sev-eral programs at once on different blocks. For example, in a DNA Engine Tetrad 2 cyclersetup with two 96-well Alpha units, a gradient for optimizing annealing temperature canbe run in one Alpha unit, while a typical experiment without a gradient can be run inanother Alpha unit, simultaneously.
Before running multiple protocols, considerations should be made as to the compatibilityof the program with the available Alpha units. Please review Chapter 4: Operationfor amore complete treatment of Alpha units.
To run multiple programs, first choose an available block from the block selection menuin the Status window. Available blocks will show a “Block is Inactive” message just abovethe User Namefield. If there are no available blocks, the “No blocks available” messagewindow appears. Select <Run> and follow the instructions in the “Running Protocols”section in this chapter to initiate an independent run.
Subsequent chapters will review the remaining menu and submenu items, particularly the“Utility” functions.
In previous chapters, you’ve learned how to install and operate the DNA EngineTetrad 2 cycler, as well as write and execute programs. In this chapter, the variousfunctions of the <Utilities> submenu will be discussed. The <Utilities> submenurounds out the capabilities of the DNA Engine Tetrad 2 cycler, providing access touser name control, remote command mode, and the date and time settings.
The <Utilities> submenu is selectable from the Status window.
<Utilities> has five options with submenus: <Control>, <Config>, <Service>,<Network> and <Grad Calc>, as well as the <About> dialog box.
<About>
When this item is selected, a screen such as the following will appear:
This screen indicates the DNA Engine Tetrad 2 system software version. The softwareversion information on this screen can be used to determine if an update is necessary.
Select <OK> or click on the “x” in the upper-right corner to exit from this screen.
To operate a DNA Engine Tetrad 2 cycler in remote mode (i.e., from a desktop computer),select <Remote> from the <Control> menu. The Remote Mode window will appear on thescreen.
Using the Utilities
Select the Syntax Checking check box to filter out any commands that do not conformto the PTC Remote Command Set syntax. (Contact Bio-Rad Technical Support for thelatest syntax of the remote command set.) Attach a null modem serial interface (RS-
232) cable to the RS-232 port connector on the back of the DNA Engine Tetrad 2 cycler.
Connect to either COMM1 or COMM2 on a PC, or the serial port on a Mac. The cycleris now ready to be run in remote mode.
Select the Auto Remote check box to direct the DNA Engine Tetrad 2 cycler to auto-matically enter remote mode upon subsequent power up. This feature is particularlyuseful if you consistently control the DNA Engine Tetrad 2 cycler using a desktopcomputer. It eliminates the need to select <Remote> after every power up.
To disable the auto remote feature, deselect the check box (see the warning below).The cycler will now power up in standard operation mode.
Important!No protocols can be running when entering remote mode.
Important!Do not exit remote mode while a protocol is running! If a protocol is
loaded and run remotely, ending the remote session by exiting the Remote Modewindow will cancel this protocol. A confirmation screen will ask you to confirm yourintent to exit the Remote Mode window.