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Applied and Environmental Microbiology, February 2005, p. 1035-1041, Vol. 71, No. 2
0099-2240/05/$08.00+0 doi:10.1128/AEM.71.2.1035-1041.2005
Copyright © 2005, American Society for Microbiology. All Rights Reserved.
Biotechnology Research Institute, National Research Council of Canada,1 Department of Natural Resource Sciences,2 Department of Geography, McGill University, Montreal, Quebec, Canada,3 Space Science Division, NASA Ames Research Center, Moffett Field, California4
Received 19 July 2004/ Accepted 10 September 2004
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Subsurface sampling techniques have been refined for various matrices ranging from unconsolidated sands to solid bedrock (for a review, see reference 22). In all cases, assessment of exogenous microbial contamination is imperative in ensuring that the samples being examined are representative of the indigenous microbial population. The primary sources of microbial contamination during subsurface drilling include the penetration of drilling fluids, which may transfer exogenous microorganisms from the core exterior to the interior, and improper handling of the sample during postdrilling processing. The use of drilling equipment that requires no drilling fluid or that utilizes filtered compressed air to remove borehole cuttings reduces but does not eliminate the potential for microbial contamination. Techniques used to eliminate (26) and detect possible microbial contamination in subsurface samples include the comparison of community level physiological and membrane lipid profiles (20), addition of exogenous microbial species (28), and addition of fluorescent latex microspheres (10, 13, 17).
Fluorescent latex microspheres act as easily detectable microbial surrogates and permit the determination of contaminant penetration into the core sample. Fluorescent latex microspheres have been applied directly in drilling fluids (8), by mixing them with a dry carrier molecule and placing the mixture at the bottom of the hole before drilling starts (13), or by puncturing a Whirlpak bag containing a liquid mixture of microspheres when the core sample enters into the core tube (10). These methods of fluorescent-microsphere application are not appropriate for use in the coring of frozen subsurface matrices for several reasons. The use of liquid microsphere carriers (either in drilling fluids or in specific tracer solutions released during drilling) risks melting the frozen cores and compromising the core integrity or potentially freezing the drill string in the hole if any stoppage is experienced. The application of fluorescent microspheres as a dry powder to the bottom of the hole is also not effective when compressed air is used to remove cuttings, as the powder is immediately blown out of the hole when drilling is resumed.
Previous studies examining the microbiology of permafrost have employed fluidless drilling techniques combined with an exogenous bacterial tracer such as Serratia marcescens (15, 24, 28). In this study, we developed a novel method for the application of fluorescent microspheres as a microbial surrogate tracer in the drilling of permafrost and ground ice in the Canadian High Arctic. Unlike other methods previously described, the fluorescent microspheres were applied directly to the drill bit, core catcher, and core tube as a concentrated solution and allowed to dry before drilling commenced. This resulted in significant transfer of the fluorescent microspheres directly to the cores and minimized loss of the microspheres when compressed air was used to remove cuttings. A psychrotolerant bacterial strain (Pseudomonas sp. strain Cam1-gfp2) expressing the green fluorescent protein (GFP) was used to monitor for possible contamination during downstream core processing in the laboratory. These innovations provided advantages over other techniques in the sampling of permafrost and ground ice for subsequent culture-dependent and culture-independent analyses.
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Three sites, each possessing a distinct subsurface vertical profile, were sampled. Site Eu1 (79°59.900'N, 85°53.755'W), drilled to 12.61 m, consisted of heterogeneous silty-clay and clayey-silt permafrost laminations interspersed with thin ice veins. Site Eu2 (79°59.893'N, 85°52.614'W) was situated above an ice wedge (consisting of vertically stratified ice) which was located approximately 0.8 m below the surface. The transition from ice wedge to permafrost in Eu2 was a clearly defined interface at 6.03 m. Drilling in Eu2 was stopped when the ice wedge-permafrost interface was exited. At site Eu3 (80°0.029'N, 85°50.367'W), ground ice (primarily horizontally stratified ice) was encountered at 1.82 m and was still present at 16.05 m, when the drilling was stopped.
Fluorescent microspheres.
Fluorescent latex microspheres (Fluoresbrite yellow-green carboxylated microspheres; Polyscience, Inc., Warrington, Pa.) of 0.5-µm (3.64 x 1011 microspheres/ml) and 0.05-µm (3.64 x 1014 microspheres/ml) diameters were used as a microbial surrogate and particulate tracer to monitor potential contamination during drilling. Three methods for microsphere application were employed. Method A consisted of mixing a microsphere solution (1 ml of each stock microsphere solution in 40 ml of sterile deionized water) with approximately 400 g of snow (9.11 x 1011 microspheres/g of snow) to make seven equally sized snowballs (approximately 5 cm in diameter), which were frozen overnight at 20°C. The snow was dropped down the hole, crushed and packed with a weight, and allowed to set for 10 to 15 min before drilling was reinitiated. Method B involved delivering a mixture of microspheres (1 ml of each stock microsphere solution in 200 ml of sterile deionized water) to the bottom of the drill hole by using a thin plastic bag that was punctured, releasing the microsphere solution (1.82 x 1012 microspheres/ml). The pooled microsphere solution was allowed to freeze for 2 to 16 h in the hole (average temperature of 15°C), creating a fluorescent-microsphere plug, after which drilling was reinitiated. Method C consisted of painting, with a 1-ml pipette tip, the inside of the bit, core catcher, and first inch of the core tube with 333 µl each of a concentrated solution of microspheres (250 µl of each stock microsphere solution in 500 µl of 100% ethanol). The microsphere solution, delivering a total of 9.11 x 1013 microspheres, was allowed to dry before drilling was resumed. The drill string was reintroduced into the borehole, and drilling was resumed with a penetration depth of up to 30 cm. Upon retraction of the drill string from the borehole and disassembly of the drill bit and core catcher, the core samples were immediately placed in sterile Whirlpak bags and kept at below-freezing temperatures during transportation and storage. On-site visualization of the fluorescent microspheres was performed using both ambient light and a portable UV light source (320 nm).
Core processing.
Processing of the cores for microscopic visualization of fluorescent microspheres was performed using a strategy that avoided transfer of microspheres toward the interior of the core (Fig. 1). The first lateral break in the core produced a hockey puck-shaped sample (Fig. 1A). The sample was then placed clean side up and cut vertically once again from the clean side outward, producing a second clean face (Fig. 1B). The center of the second clean face served as the starting point from which drilling was initiated using a sterile 19-mm-o.d. drill bit (Fig. 1C). The sample was securely placed in a vise and drilled to a distance approximately 10 mm from the microsphere-covered exterior. A final vertical cut through the drilled hole split the sample (Fig. 1D), exposing a third clean face, from which 10 consecutive 1-mm-wide sections were sampled for microscopic analysis (Fig. 1E). The 1-mm-wide sections, carefully measured with a ruler, were parallel to the external core surface and were obtained by sectioning the prepared area by using sterile razor blades, starting from the interior surface and working outwards.
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FIG. 1. Schematic diagram of sample processing for fluorescent-microsphere penetration analysis. (A) Initial chisel cut exposing the first clean core surface is shown. (B) The second chisel cut in the center of the clean core surface created a second clean surface. (C) A clean, sterile 19-mm-o.d. drill bit was used to drill a hole in the center of the second clean surface. The hole was drilled until it was approximately 10 mm from the exterior surface. (D) A third chisel cut was made on the first clean surface, positioned to cleave the drill hole in half. (E) At this point, 1-mm-wide sections, starting from the core interior, were sampled by using clean, sterile razor blades and using the drill hole as a guide. The 1-mm-wide sections were placed in clean, sterile tubes and kept at 20°C until processing for microscopic analysis.
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TABLE 1. Summary of samples, drill bit types, fluorescent-microsphere application methods, and fluorescent-microsphere penetration
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107 cells/ml. Cells were applied to the entire exterior surface of the core with a sterile cotton swab. The culture density in the original culture was determined by serial dilution in sterile saline (0.85% NaCl) and the spread plate technique on tryptic soy agar (TSA) after 2 days' growth at 30°C. The cores were processed for molecular and microbiological analyses by laterally cutting the core to expose a clean surface (Fig. 1A). A sample subcore was then excised from the center of the clean surface by using sterile 38- and 51-mm-o.d. drill bits for permafrost and ice cores, respectively. The subcore samples were immediately transferred to sterile Whirlpak bags and stored at 20°C until further analyses. All permafrost samples were rapidly processed in a biological safety cabinet, while ground ice samples were processed in a 20°C walk-in freezer to minimize thawing. All sampling equipment was sterilized before use and kept in a freezer (20°C) or on dry ice prior to sample processing to minimize thawing of the samples.
Culture analysis of subcore samples.
To detect possible contamination of the subcores with Pseudomonas sp. strain Cam1-gfp2, samples were taken from the subcore and the remaining outer material with a sterile scalpel and forceps. For permafrost, 1.0-g samples were taken and placed in sterile 20- by 150-mm sterile screw-top test tubes containing 2.5 g of 3-mm-diameter glass beads (Fisher Scientific). Permafrost samples were diluted in 3.0 ml of ice-cold 0.1% Na4P2O7 and vortexed for 1 min. Serial dilutions were plated on TSA containing 6 mg of kanamycin/ml. Plates were incubated for 48 h at 30°C. For ground ice samples, subcore samples and the remaining exterior ground ice material were melted at 4°C for 3 h. Samples of the melted ice (1 and 0.1 ml) were collected and plated as described above for permafrost samples. Enumeration and screening for Pseudomonas sp. strain Cam1-gfp2 fluorescence, due to the presence of GFP, were performed using an Imager Fx (Bio-Rad Laboratories, Hercules, Calif.) at an excitation wavelength of 488 nm.
To determine the survivability of Pseudomonas sp. strain Cam1-gfp2 on the frozen core samples, 100 µl of an overnight culture of Pseudomonas sp. strain Cam1-gfp2 (1.4 x 109 CFU/ml) was applied to 0.9 g of either a permafrost (n = 2) or a ground ice (n = 2) sample and placed at 20°C for 20 min. The samples were thawed at 4°C, and viable cell counts were determined by serial dilution and spread plating on TSA containing 6 mg of kanamycin/ml. The plates were incubated at 30°C for 48 h, and to verify that the enumerated colonies were Pseudomonas sp. strain Cam1-gfp2, the colonies were assayed for the presence of GFP production as described above.
Molecular analysis of pristine samples.
Total community DNA was extracted from permafrost and ground ice samples by using an UltraClean soil DNA isolation kit (Mo Bio Laboratories, Solona Beach, Calif.), modified by vortexing the samples for only 1 min. DNA extracts were purified with polyvinylpolypyrrolidone spin columns as described by Berthelet et al. (3). To test for the presence of the Cam1-gfp2 strain, PCR was performed to detect the chromosomal gfp insertion with the primers gfpF (5'-TGTGCTCTCTCTTTTCGTTGGG-3') and gfpR (5'-TGGTGTTCAATGCTTTGCCAG-3'), which produced a 455-bp PCR amplicon. To detect the presence of bacterial DNA in the extracts as a positive PCR amplification control, bacterial 16S rRNA genes were amplified by PCR using the bacterial universal primers 341F (5'-CCTACGGGAGGCAGCAG-3') and 926R (5'-CCGTCAATTCITTTGAGTTT-3'), which yields a 585-bp PCR amplicon (29). PCR mixtures were prepared with reagents and procedures from Invitrogen Canada, Inc. (Burlington, Ontario, Canada), with the exception that 0.625 µl of a 10-mg/ml concentration of bovine serum albumin was added to the reaction mixture. Thermal cycling was performed in a Touchgene gradient system (Techne, Inc., Princeton, N.J.) using the following program: initial denaturation at 95°C for 3 min; 30 cycles of 94°C for 1 min, 53°C for 1 min, and 72°C for 55 s; and a final extension at 72°C for 7 min. PCR fragments were visualized by agarose gel electrophoresis (0.8% agarose) and ethidium bromide staining essentially as described by Sambrook et al. (27).
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To ensure the retrieval of uncontaminated samples, two methodologies were developed and validated: application of fluorescent microspheres during the permafrost and ground ice drilling and painting of permafrost-ground ice core samples with a GFP-marked bacterial strain for detecting microbial and nucleic acid contamination during downstream core processing. Several aspects of microsphere application were examined, including the type of drill bit, the method used to apply the microspheres, and the sample type (Table 1). Initial field experiments were evaluated based on visual inspection of the core samples for the presence and distribution of fluorescent microspheres by using a handheld portable UV light.
Method A (fluorescent snowball) proved to be unsatisfactory and was tested only once. During drilling, most of the microsphere-snow mixture was forced into the center of the core tube, which resulted in little transfer of the microspheres to the core sample. Additionally, when the tungsten carbide bit and compressed air were used, a large amount of the microsphere-snow mixture was blown out of the hole before the drill bit reached the bottom of the hole. With method B (fluorescent-microsphere plug), the primary criticism was that once the microsphere plug was frozen and drilling was resumed, a large portion of the material recovered was not core sample but rather cuttings originating from the hole's sidewalls. This greatly reduced the recovery of core material available for analyses. Method C (painting of the microspheres onto the drill bits) was a novel approach in that the fluorescent microspheres were applied directly to the drill bit, core catcher, and core tube and demonstrated significant transfer of the microspheres from the painted surfaces to the exterior of the core sample (Fig. 2). Method C was also relatively quick and could be executed without a stoppage in drilling, while methods A and B required a minimum of 30 min between microsphere application and resumption of drilling. In method C, the drill bit could be cleaned, painted with the fluorescent-microsphere solution, dried, and be ready for the next run while the previous samples were removed from the core tube and packaged for transport. An additional advantage to method C was that, when compressed air was used to cool the cutting face of the drill bit and remove cuttings from the hole, the microspheres were not blown out of the hole, as was the case with method A and, to a limited extent, with method B. Based on field examination of the core samples with a UV light, method C was chosen as the optimal procedure for fluorescent-microsphere application and was used for all subsequent sampling for two reasons: (i) method C had the highest level of fluorescent microsphere transfer to the core samples and (ii) the overall integrity of the recovered core was equal to or significantly better than that obtained by the other methods.
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FIG. 2. Field demonstration of fluorescent microsphere application. (A) Drill bit, core catcher, and core tube, painted with fluorescent microspheres before drilling; (B) visualization of fluorescent microspheres on the exterior of a ground ice core sample with ambient light.
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10 mm). Closer examination revealed that this sample was composed almost entirely of cuttings originating from the sidewall of the hole. This was typical of method B, with only a single usable sample recovered (Eu3 at 7.15 m). When the sections were exhaustively examined for the presence of the microspheres (i.e., scanning of the entire section for the presence of single fluorescent microspheres), the maximum depth of microsphere penetration ranged from 2 to 6 mm (Table 1). In permafrost samples, the maximum microsphere penetration averaged 3.0 mm (±1.7 mm) whereas maximum penetration in the ground ice samples averaged 4.3 mm (±1.7 mm). The type of drill bit employed also did not affect maximum microsphere penetration; the microsphere penetration in samples obtained with the tungsten carbide cutters averaged 3.5 mm (±1.7 mm), and that in samples obtained with the Sipre auger averaged 4.0 mm (±2.0 mm). Based on these results, a minimum of 10 mm from the core exterior should be sacrificed to ensure an uncontaminated core sample.
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FIG. 3. Epifluorescent microscopic visualization of fluorescent microspheres at increasing depths from the core surface. A permafrost sample from site Eu1 at 11.58 m was used and was representative of the other samples. Fluorescent microspheres were seen as discrete points (white triangle), whereas background fluorescence from particulates was seen as diffuse smears (gray triangle), which was confirmed by visualization with white light. (A) Section at 1 mm from exterior core surface; (B) section at 2 mm from exterior core surface; (C) section at 4 mm from exterior core surface; (D) section at 6 mm from exterior core surface. No beads were observed in sections more than 6 mm from the exterior core surface.
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FIG. 4. Microscopic examination of fluorescent-microsphere penetration. Average counts per section is the average number of fluorescent microspheres counted in 25 random fields for each 1-mm-wide section of each core sample. The samples are as described in Table 1. Error bars represent the standard deviation for 25 fields/1-mm-wide section.
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FIG. 5. Utilization of Pseudomonas sp. strain Cam1-gfp2 to detect contamination during subsampling of a permafrost sample from site Eu1 at 9.01 m. (A) A sample from the interior core showing the lack of fluorescent Pseudomonas sp. strain Cam1-gfp2 and a sample from the exterior showing the presence of fluorescent Pseudomonas sp. strain Cam1-gfp2 CFU. Samples were spread plated on TSA and incubated for 48 h at 30°C. (B) Detection of gfp and 16S rRNA by PCR analysis and agarose gel electrophoresis of a sample from site Eu1 at 9.01 m. Lanes: 1, 100-bp ladder; 2, Pseudomonas sp. strain Cam1-gfp2 genomic DNA (positive 16S rRNA control); 3, H2O (negative 16S rRNA control); 4, interior core (16S rRNA); 5, exterior core (16S rRNA); 6, Pseudomonas sp. strain Cam1-gfp2 genomic DNA (positive gfp control); 7, H2O (negative gfp control); 8, interior core (gfp); 9, exterior core (gfp).
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When we used the more sensitive molecular biology-based method of PCR, the gfp gene was not detected in DNA isolated from the interior core samples, while the 455-bp gfp-amplified fragment was observed in samples taken from the exterior material, indicating the presence of Pseudomonas sp. strain Cam1-gfp2 (Fig. 5). 16S rRNA was detected by PCR in both the interior core and the exterior material, demonstrating that bacterial DNA was successfully extracted and was PCR amplifiable from both samples (Fig. 5). Overall, these results indicate that the interior core permafrost and ground ice were not contaminated during the sampling process. The utilization of a GFP-marked bacterial strain was a quick and readily reproducible technique and represents the first report describing both culture-dependent and -independent methodologies for detecting both bacterial and nucleic acid contamination of permafrost and ground ice drill cores during downstream processing. The ability to detect contaminant nucleic acids in these samples is very important given the widespread utilization of culture-independent molecular techniques for characterizing microbial biodiversity in environmental samples and the high sensitivity of PCR amplification.
Conclusions.
The work presented here represents a novel method for the application of fluorescent microspheres, used as microbial surrogates, when one drills in permafrost and ground ice matrices with either compressed air or dry drilling. This method of painting a concentrated solution of fluorescent microspheres directly on the drill bit, core catcher, and core tube is also relevant to other situations where dry drilling or maintenance of down-hole freezing temperatures is required, such as in the development of Mars subsurface drilling equipment (5). Painting of the drill bit, core catcher, and core tube is quick, results in reliable transfer to the core samples, is easily visualized in the field under ambient light or with a portable UV light, and is cost effective in that only small amounts of the fluorescent microspheres are required for visualization.
We also acknowledge the logistical and financial support provided by the Polar Continental Shelf Project (project no. 633-03), the Northern Scientific Training Program, and the NASA Astrobiology Technology and Instrument Development Program.
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