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Applied and Environmental Microbiology, September 2002, p. 4650-4652, Vol. 68, No. 9
0099-2240/02/$04.00+0 DOI: 10.1128/AEM.68.9.4650-4652.2002
Copyright © 2002, American Society for Microbiology. All Rights Reserved.
Potential for Misidentification of a Spore-Forming Paenibacillus polymyxa Isolate as an Endophyte by Using Culture-Based Methods
Elizabeth Bent1* and Christopher P. Chanway1,2
Faculty of Agricultural Sciences,1
Faculty of Forestry, University of British Columbia, Vancouver, British Columbia, Canada V6T 1Z42
Received 18 March 2002/
Accepted 20 June 2002

ABSTRACT
While
Paenibacillus polymyxa strain Pw-2 has been identified
as an endophyte of lodgepole pine (M. Shishido, B. M. Loeb,
and C. P. Chanway, Can. J. Microbiol. 41:707-713, 1995),
P. polymyxa strain L6 has not, a distinction that could be explained
by the differential abilities of these isolates to form spores,
rather than the differential abilities to colonize the interior
tissues of lodgepole pine. Chemical disinfection was used to
destroy bacteria on the root exterior, but bacterial endospores
are known for their ability to withstand chemical disinfection,
and strain Pw-2 was found to produce 300 to 11,000 times more
germinating endospores than strain L6 under the experimental
conditions used by Shishido et al. (Can. J. Microbiol. 41:707-713,
1995). Attempts to identify strain Pw-2 within lodgepole pine
root tissues by using confocal microscopy techniques failed.
We discuss the possibility that spore-forming bacteria can be
mistakenly identified as endophytes when culture-based methods
alone are used.

INTRODUCTION
Bacterial endophytes within plants are the focus of much recent
interest, as their location within plants places them in a strong
position to affect plant nutrition (
17,
23), pollutant catabolism
(
20), stress or defense responses (
23,
24), and invading pathogens
(
5,
22). Work within the last decade has identified abundant
and diverse populations of bacterial endophytes in many plants,
including potato (
9,
22), corn (
7,
13), cotton (
13,
14), and
cucumber (
12). Endophytic bacteria are usually identified as
such on the basis of their culture from chemically surface-disinfected
root segments (
7,
14) or macerates (
12,
19,
26).

Problems with reliance upon chemical disinfection for identifying bacterial endophytes.
A bacterial cell or spore that adheres to a root surface and
is not removed or killed by chemical disinfection can be mistaken
for a true endophyte. Bacterial endospores can resist a variety
of harsh treatments (
6), including many of those used in disinfection
protocols. Some root mucilage is difficult or impossible to
remove from the root surface, even with sonication (
7a). Thus,
it is possible for bacterial cells and spores in such mucilage
to adhere to the root surface even when the root is rinsed multiple
times with liquids, as during chemical disinfection. Spores
adhering to the root surface that survive chemical disinfection
could germinate to form colonies when root segments or macerates
are plated on nutrient agar. These colonies would be indistinguishable
from those formed by bacteria located within the root.
Rhizobacteria isolated from surface-sterilized shoot tissues have been identified as systemic endophytes based on the assumption that the bacteria must have spread from the root to the shoot (13, 21, 25). However, bacteria on seed coats or in soils may colonize the exterior of the shoot during the emergence of the radicle from the seed coat or of the seedling from the soil (16). Isolation of a bacterial species that is resistant to chemical disinfection from surface-disinfected shoot tissue will demonstrate that the bacterium is an endophyte only when (i) care is taken to thoroughly remove any spores that might adhere to the shoot surface or (ii) the seedling has not been grown from a seed coated with bacteria or a seed germinated in soil containing bacteria.

Prior identification via culture-based methods of Paenibacillus polymyxa strain Pw-2, but not strain L6, as an endophyte.
P. polymyxa Pw-2 and
P. polymyxa L6 are rhizobacteria that are
able to improve the growth of inoculated lodgepole pine, Douglas
fir, and spruce (
10,
19).
P. polymyxa Pw-2 was first identified
as an endophyte of lodgepole pine on the basis of its consistent
recovery from chemically surface-disinfected, macerated root
tissues (
19), an observation repeated in subsequent investigations
(
3). While consistent, the recovery rate of strain Pw-2 from
surface-disinfected pine roots has always been relatively low,
sometimes as little as 10 cells per root (
3).
P. polymyxa L6
was not considered to be an endophyte of lodgepole pine, as
it was never recovered from the interior of surface-disinfected
roots (
3,
19).
Both strain L6 and strain Pw-2 form endospores. If strain Pw-2 produces a greater number of spores in the rhizosphere than strain L6, or forms spores more likely to germinate under experimental conditions than those of L6, it is possible that Pw-2 has been identified as an endophyte because it forms these spores and not because it can colonize the interior of lodgepole pine roots.

Problems with prior microscopic observations of P. polymyxa Pw-2.
In lodgepole pine shoots, ovoid objects were observed in shoot
vascular tissues and identified as fluorescein isothiocyanate
(FITC)-immunolabeled cells of a Pw-2 derivative (
18), despite
the fact that they were quite large (5 to 7 µm long).
The vacuoles of phloem parenchyma cells in conifers contain
phenolic compounds that tend to form circular or ovoid deposits
that fall within the 5- to 7-µm size range and autofluoresce
brightly at the same wavelengths as FITC when under similar
excitation wavelengths (
8). It is possible that the ovoid objects
observed by Shishido et al. (
19) may have been autofluorescing
plant components, such as phenolic deposits, rather than oversized
bacteria.

Experimental methods.
To verify that
P. polymyxa Pw-2 is an endophyte of lodgepole
pine, direct microscopic evaluation of bacterial colonization
within root tissues was combined with evaluations of the spore-forming
ability of each strain in the lodgepole pine rhizosphere. The
latter approach was designed to demonstrate whether it is possible
for
P. polymyxa Pw-2, but not
P. polymyxa L6, to be mistaken
for an endophyte of lodgepole pine under the experimental conditions
used.
For all experiments, seedlings were grown from treated seeds in sealed tubes containing sterilized nursery mix (Sunshine 4 mix; Fisons Horticulture, Inc., Vancouver, Canada), and bacteria were cultured, washed, and resuspended in cold buffer at standardized concentrations (108 CFU/ml) as described by Bent et al. (4). Three seed treatments were used: strain L6, strain Pw-2, and a sterile buffer. At least 30 seeds were treated and sown per treatment.

Confocal microscopy.
Microscopic evaluations of root interior colonization of inoculated
lodgepole pines by
P. polymyxa Pw-2 and L6 were conducted in
two separate experiments. In the first, performed 7 weeks after
inoculation and with two to three seedlings per treatment, cross
sections were prepared from five different and randomly chosen
areas of the roots ranging from the root tip to the root base.
In the second, conducted 13 weeks after inoculation and with
two seedlings per treatment, cross sections were prepared from
(i) an area about 1 cm from the root tip and (ii) an area of
the root near the middle or the base of the root only. In each
case, 10 to 20 cross sections were prepared per sampled area
on each root. Preparation of root sections for microscopy was
conducted as described elsewhere (
2) with the exception that
cross sections instead of segments were prepared. Cross sections
were made by slicing formaldehyde-fixed and rinsed roots in
a droplet of 0.1 M PO
4 (pH 7.4) buffer with a new razor blade.
The preparation procedure can be summarized as follows: each
section was exposed to polyclonal mouse antibodies that recognized
either strain Pw-2 or strain L6 (as appropriate), rinsed, and
then exposed to secondary anti-mouse monoclonal antibodies labeled
with FITC. Appropriate microscopy controls to identify nonspecific
antibody binding or autofluorescence were also included, as
described elsewhere (
2). Sections were mounted in 80% glycerol
containing an antifade reagent (2.5% [wt/vol] 1,4-diazabicyclo
[2.2.2] octane [DABCO]) on glass slides and kept at 4°C
in the dark until viewed. Slides were viewed using the preprogrammed
COMOS red and green channel settings of a Bio-Rad MRC 600 confocal
scanning laser microscope, with the channel settings and the
collection and manipulation of digital data performed as described
previously (
2).

Spore formation.
The extent of spore formation by
P. polymyxa Pw-2 and L6 in
the rhizosphere of lodgepole pines was determined for five seedlings
sampled from each treatment after 6, 9, and 12 weeks of incubation
(15 seedlings in total were sampled per treatment in each experiment).
Roots from each seedling were aseptically removed and washed
for 20 min in an aliquot of KP buffer containing 0.01% Tween
20, as described by Bent et al. (
4). Two 1-ml samples of each
root wash were placed in separate, sterile 2-ml microcentrifuge
tubes. One of the tubes was placed in a 55°C water bath
for 30 min. This treatment was sufficient to kill 100% of a
10
8-CFU/ml suspension of
Pseudomonas fluorescens strain M20
cells (data not shown). The other tube was kept on ice until
used. Unheated and heat-treated root washes were diluted and
plated on one-half-strength tryptic soy agar, and the plates
were incubated for 2 days at 25°C. These conditions were
identical to those used previously to evaluate root interior
colonization by strains L6 and Pw-2 (
3). Extension of the period
of incubation up to 1 week for plates devoid of colonies or
with very few colonies did not result in the formation of new
colonies (data not shown). Colonies were counted and representative
samples of colonies from each plate were subjected to strain
verification tests by toothpicking colonies onto a variety of
differential or selective media as described by Bent and Chanway
(
3). The entire spore formation experiment was conducted three
times. Data from each experiment were pooled, and the mean CFU
of cells recovered per root before and after heat treatment,
after 6, 9, or 12 weeks of incubation, was determined with analysis
of variance and Duncan's mean separation procedures by using
SAS v. 6.1 software and an error rate at a
P of < 0.05.

Recovery of bacteria from roots.
P. polymyxa strains L6 and Pw-2 were recovered from exterior
washes of roots inoculated with L6 and Pw-2, respectively (Fig.
1). No bacteria were recovered from uninoculated roots, even
when plates were incubated for 7 days (data not shown). Before
heat treatment, about twice as many Pw-2 colonies than L6 colonies
were observed (Fig.
1a), a significant difference (
P < 0.05)
that confirms prior observations (
4).
After heat treatment, colonies formed by strain Pw-2 outnumbered
strain L6 colonies 300- to 11,000-fold (Fig.
1b) throughout
the experiment. The recovery of strain L6 after heat treatment
was minimal. The recovery of L6 from surface-disinfected roots
was not observed by Shishido et al. (
19) or Bent and Chanway
(
3), but this may have been due to the experimental methods
used in those studies (exposure to sterilants rather than heat
and the use of higher dilutions that will not detect low concentrations
of bacteria).
The fact that strain Pw-2 formed more colonies than strain L6 after heat treatment may be due to (i) greater spore production by Pw-2 and/or (ii) a greater ability of strain Pw-2 spores to germinate under the experimental conditions used. Either way, it is possible that strain Pw-2 was recovered previously from chemically surface-disinfected, macerated lodgepole pine roots while strain L6 was not (3, 19) because of the greater ability of Pw-2 to form spores that will germinate under the experimental conditions (Fig. 1) and not because Pw-2 actually colonizes the root interior of lodgepole pine.

Microscopic observations of root colonization.
Neither
P. polymyxa Pw-2 nor L6 was observed within lodgepole
pine root tissues, although both organisms were observed in
these experiments to colonize the root exterior (data not shown).
No bacterial cells were observed either in the root interior
or the exterior of uninoculated roots (data not shown). Similar
observations of colonization of the root exterior by strains
L6 and Pw-2 were made previously (
2). In the absence of a bacterium
verified to be an endophyte of lodgepole pine, the applicability
of the method we used to locate bacterial endophytes is difficult
to assess. Electron microscopy has been used to identify bacterial
endophytes in angiosperms (
11,
15) and could be employed to
determine whether
P. polymyxa strain Pw-2 is an endophyte of
lodgepole pine.
The present work has implications for the use of culture-based methods in identifying other spore-forming bacteria as endophytes. Whenever a spore-forming organism is identified as an endophyte of a particular plant species, care must be taken to ensure that this identification cannot be explained by its spore-forming ability. Experimental results should be interpreted with this in mind, and the endophytic status of any spore-forming bacterium in plant tissues should be verified through direct methods where possible.

ACKNOWLEDGMENTS
Funding for E. Bent was provided by an NSERC PGS B scholarship.
Lodgepole pine seeds were donated by the British Columbia Ministry
of Forests Tree Seed Centre, Surrey, British Columbia, Canada.

FOOTNOTES
* Corresponding author. Present address: Southern Crop Protection and Food Research Centre, Agriculture & Agri-Food Canada, 1391 Sandford St., London, Ontario, Canada N5V 4T3. Phone: (519) 457-1470, ext. 236. Fax: (519) 457-3997. E-mail:
bente{at}em.agr.ca.


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Applied and Environmental Microbiology, September 2002, p. 4650-4652, Vol. 68, No. 9
0099-2240/02/$04.00+0 DOI: 10.1128/AEM.68.9.4650-4652.2002
Copyright © 2002, American Society for Microbiology. All Rights Reserved.
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