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Applied and Environmental Microbiology, December 2007, p. 8032-8040, Vol. 73, No. 24
0099-2240/07/$08.00+0 doi:10.1128/AEM.01278-07
Copyright © 2007, American Society for Microbiology. All Rights Reserved.
Multilocus Characterization Scheme for Shiga Toxin-Encoding Bacteriophages
Darren L. Smith,
Brian M. Wareing,
Paul C. M. Fogg,
Laura M. Riley,
Matthew Spencer,
Michael J. Cox,
Jon R. Saunders,
Alan J. McCarthy, and
Heather E. Allison*
Microbiology Research Group, School of Biological Sciences, University of Liverpool, Crown Street, Liverpool L69 7ZB, United Kingdom
Received 9 June 2007/
Accepted 7 October 2007

ABSTRACT
Shiga toxin-producing
Escherichia coli (STEC) strains are food-borne
pathogens whose ability to produce Shiga toxin (Stx) is due
to integration of Stx-encoding lambdoid bacteriophages. These
Stx phages are both genetically and morphologically heterogeneous,
and here we report the design and validation of a PCR-based
multilocus typing scheme. PCR primer sets were designed for
database variants of a range of key lambdoid bacteriophage genes
and applied to control phages and 70
stx+ phage preparations
induced from a collection of STEC isolates. The genetic diversity
residing within these populations could be described, and observations
were made on the heterogeneity of individual gene targets, including
the unexpected predominance of short-tailed phages with a highly
conserved tail spike protein gene. Purified Stx phages can be
profiled using this scheme, and the lambdoid phage-borne genes
in induced STEC preparations can be identified as well as those
residing in the noninducible prophage complement. The ultimate
goal is to enable robust and realistically applicable epidemiological
studies of Stx phages and their traits. The impact of Stx phage
on STEC epidemiology is currently unknown.

INTRODUCTION
The emergence of Shiga toxin-producing
Escherichia coli (STEC)
strains as food-borne pathogens has become a worldwide public
health concern. STEC infections can result in diarrheal symptoms
that may develop into hemorrhagic colitis and, in severe cases,
progress to hemolytic uremic syndrome or thrombotic thrombocytopenic
purpura, both of which are potentially fatal complications (
15)
caused by Shiga toxin (Stx). The genes encoding Stx (
stx genes)
are located within prophage or remnant prophage sequences in
all STEC strains, and the horizontal transfer of
stx genes is
facilitated by bacteriophages (Stx phages) (
35). Over the last
5 years, bacterial genome sequencing has revealed that many
bacterial pathogens possess a significant amount of prophage
and remnant prophage DNA (
2). STEC strains are no exception,
and the two sequenced
E. coli O157:H7 strains, one isolated
from an outbreak in Sakai, Japan (
19), and another from an outbreak
in Michigan (
36) carry an additional

1 Mbp of DNA compared to
E. coli K-12 (
6). Approximately 40% of the variation between
the K-12 and O157:H7 strains is due to remnant and inducible
prophages (
14,
36).
The Stx phages are lambdoid (2), having the ability to infect a host cell and then either replicate or integrate into the bacterial genome, and they share a distinct genetic organization (37) (Fig. 1) with bacteriophage
(8). Lambdoid bacteriophage genomes have been shown to possess high levels of mosaicism, although their genome organization and orientation remain similar (8, 11). Stx phages are intimately involved in the pathogenic profile of their bacterial lysogens, the survival and dissemination of the stx genes in the environment, and the emergence of new Stx-producing pathogens (2). A classification method for monitoring Stx phage dispersal would enable the generation of epidemiological information to address the relationship between STEC disease outbreaks and the distribution of zoonotic STEC in livestock and the farm environment. There is a wealth of information on STEC strains in this context but little on the occurrence, distribution, and identity of the bacteriophages that disseminate the stx genes and potentially provide a vehicle for their survival in the environment (2, 10, 23, 30). Traditionally, phages have been characterized by morphological characteristics according to a universal system for virus taxonomy (32, 38, 39); but morphologically similar phages may be completely unrelated at the nucleotide sequence level, and morphologically distinct phages can possess large regions of sequence identity or similarity (2). Characterization of bacteriophages can be further complicated by the high levels of recombination that occur between inducible and remnant bacteriophage genomes within a bacterial lysogen (2, 7, 24). Not only do recombination events occur frequently, they are also up-regulated by bacteriophage-encoded proteins; of these, the
Red recombinase system is used commercially (13, 52) and has also been identified in Stx phages (2). A multilocus typing system designed to identify genetic similarity and disparity would provide the ability to compare and contrast genetic variation in inducible phages without the need to sequence entire phage genomes. The ability to type Stx phages induced from STEC isolates will enable definition of the level of heterogeneity among Stx phages and identification of specific phage genes that are disseminated across a bacterial population or even enable the discovery of phage-borne genes that are associated with enhanced pathogenicity/fitness of their bacterial hosts.
Multilocus sequence typing is an established molecular tool
for typing bacteria through the generation of an allelic profile.
Here, we take a similar approach to produce a scheme based on
lambdoid phage genome organization using loci that represent
key modules involved in phage infection and propagation. This
system makes it possible to identify inducible phage genes that
are present in an STEC background and the genes that impinge
upon the fluidity of the mosaic Stx phage genome. The core functional
genes controlling the biology of Stx phages (
int, cIII, N, cI, cro, cII, Q, stx, capsid structural genes, packaging genes,
and tail spike/host recognition protein genes) (Fig.
1 and Table
1) were identified from published genomic Stx phage sequences
(NC_004813, NC_000924, AF034975, NC_003525, NC_004914, NC_000902,
and NC_003356), as well as lambda phage. The sequences of these
target genes were subjected to BLASTN analysis (
4) against sequenced
STEC strains. Matches from these analyses, from both inducible
and remnant Stx prophages, were then subjected to further rounds
of BLASTN (
4) analyses to identify all complete, phage-related
genes within the genetic databases. Sequences for each gene
were aligned (
21,
48) and grouped into clades (
27), and oligonucleotide
primers capable of differentiating between variants of each
target gene were designed. These primer pairs (Table
1), upon
which the multilocus typing scheme is based, were validated
by PCR amplification of target genes from bacteriophages possessing
the specific sequence for which the primer pair was designed,
as well as against phages that did not harbor the particular
gene variant, to ensure specificity of the primer pair (data
not shown). All amplification products from these controls were
sequenced by Macrogen, Inc., Seoul, Korea, to confirm their
identity. DNA amplification (30 cycles) was performed using
Phusion (New England BioLabs) according to the manufacturer's
instructions (1
x HF buffer containing a 200 µM concentration
of each deoxynucleoside triphosphate, a 0.5 µM concentration
of each oligonucleotide primer, and 0.02 U of Phusion DNA polymerase).
Amplification reactions involved denaturation at 98°C, annealing
for 30 s (temperatures listed in Table
1), and an extension
period of 1 min at 72°C. Amplification products were produced
from PCR using 2 or 4 µl of each phage preparation as
the template source. Failure to amplify the
E. coli housekeeping
gene
gapA (encoding glyceraldehyde-3-phosphate dehydrogenase)
from the phage preparations indicated that host genomic DNA
did not contaminate the phage preparations to any significant
level.
STEC strains (463 isolates) were previously obtained as part
of a long-term study that examined both horizontal transmission
(
44,
45) and longitudinal carriage (
26) of STEC on several farms
in Cheshire, United Kingdom. All STEC strains had been typed
with respect to their carriage of
stx1 or
stx2 genes. These
strains were cultured in Luria broth (optical density at 600
nm of 0.45 to 0.55) and treated with norfloxacin (1 µg
ml
–1) at 37°C for 1 h to induce endogenous prophages
(
20,
22,
28). The cultures were diluted 10-fold in phage buffer
(PB) (Luria broth supplemented with 10 mM CaCl
2) and allowed
to recover at 37°C for 2 h. The culture liquor was serially
diluted and subjected to plaque assay on mid-exponential phase
cultures of indicator host strain
E. coli WG5rif
+ (optical density
at 600 nm of 0.5 to 0.6) grown in PB at 37°C with shaking
(at 200 rpm). WG5rif
+ is a rifampin-resistant derivative of
the
E. coli strain WG5 (
17), an
E. coli C strain that possesses
an attenuated host restriction modification system and provides
increased phage sensitivity (
29). WG5rif
+ was created through
passage in increasing concentrations of rifampin (5 to 500 µg
ml
–1) (
22), and its identity was confirmed by pulsed-field
gel electrophoresis. Indicator host (100 µl) was incubated
at 37°C with 450 µl of serially diluted broth from
the norfloxacin-treated STEC cultures. After 25 min, 5 ml of
PB with 0.4% (wt/vol) Difco agar and 300 µg ml
–1 rifampin was added to the infection mixture and poured onto
PB with 1.5% (wt/vol) Difco agar. The plates were then incubated
overnight at 37°C and examined for plaques. A single semiconfluent
plaque plate was flooded with PB (5 ml) and incubated for 4
h at 4°C to enable the phage to diffuse from the top agar
into the buffer. The resultant phage preparation was used as
a template in a
stx-targeted PCR. Naïve WG5rif
+ was also
used as a control in DNA amplifications to rule out the identification
of remnant prophage genes from across its genome and to serve
as an additional control for the carryover of host DNA.
The presence of Stx phages in the preparations was determined using a novel primer set (Table 1) capable of amplifying all known stx genes (2). Of the 463 STEC isolates screened in this manner, it was possible to detect inducible phage in 89% of the isolates and stx genes in 101 of the phage preparations, indicating a 22% carriage rate of inducible Stx phages in the screened STEC population. Of these 101 strains that possessed inducible Stx phages, a subset of 70 STEC strains was chosen to produce the validation of the multilocus typing strategy. The excluded 31 STEC isolates possessed inducible Stx phages that either were not possible to reproducibly induce or were labile upon overnight storage at 4°C, a general problem that has been reported before (31).
When this collection of 70 STEC strains was screened with the primers comprising the multilocus typing scheme,
50% of the phage preparations possessed an int gene identical to that carried by the sequenced Stx phage 933W (34) (Fig. 2A),
54% of the induced phage preparations possessed an int gene with homology to the gene associated with the Stx phage
24B (3, 16, 46), and 19% possessed both int genes. The cro gene, a key element in the regulation of lysis and lysogeny, required nine oligonucleotide primer pairs (Table 1) to cover the known genetic variation among phages. Four cro gene types (cro 1, cro 3, cro 8, and cro 9) dominated those identified in the phage preparations (Fig. 2D). Two of these loci (cro 1 and cro 3) have been described in other Stx phages and STEC strains and were identified here in >80% of the phage preparations. The cro gene type cro 7, which was identified in the highest number of phage preparations (96%), has been previously identified in the bacteriophage SfV from Shigella flexneri (1). A single oligonucleotide primer pair was able to amplify the cII gene in 90% of the phage preparations, while a single cIII-specific oligonucleotide primer pair (Table 1), possessing no degeneracies, amplified a product from all of the phage preparations. The gene responsible for encoding the bacteriophage repressor cI exhibits high levels of heterogeneity among lambdoid phages (Table 1) compared to other lambdoid regulatory genes such as cIII, cII, and Q. Ten primer sets were required to cover the known cI sequence diversity, but only six of these amplified products from the 70 induced phage preparations, indicating the presence of cI genes 1b, 2a, 2b, 2d, 3, and 4 (Fig. 2C). The cI gene 1b was detected most frequently (
89%) and has been reported previously in the genomes of Stx phages 933W and VT2-Sa. The genes encoding the antiterminators involved in controlling the expression of either the early (N) or late (Q) genes were also examined. The N gene was readily identifiable by two primer sets yielding one of two products, N1 or N2, amplified in 80% and 66% of the samples, respectively (Fig. 2B), and both have been previously identified in Stx phages. The Q gene was detected by the use of one oligonucleotide primer pair, and this amplified the Q gene in all phage preparations.
Phage structural genes were also analyzed. The capsid genes
detected in the phage preparations had all been previously identified
in prophages carried by the STEC isolate EDL933 (
36) or Stx
phage P27 (
42); these included capX (present in 14% of phage
preparations), capI (40%), capO/R (39%), and capP27 (

2%) (Fig.
2E). The terminase genes associated with 933W, Term1 and Term2
(Table
1), involved in the packaging of DNA into the head, were
present in 100 and 93% of the phage preparations, respectively.
The bacteriophage host recognition factors (tail spike protein
and/or tail fibers) described thus far for Stx phages were used
to design oligonucleotide primer pairs (Table
1). These include
the tail spike proteins from short-tailed bacteriophages (
Podoviridae)
such as 933W (
37) and

24
B (
3,
22); long, noncontractile-tailed
bacteriophages (
Siphoviridae), e.g., H19B (
33); and bacteriophages
with complex contractile tails (
Myoviridae) like P27 (
42). DNA
amplification using all of these primer pairs (Table
1) indicated
that 100% of the samples were positive for the tail spike protein
gene, previously described (
47) as associated with the short-tailed
Stx phages 933W and

24
B (Fig.
2F). It was also possible to amplify
sequences homologous to the tail spike protein gene of a remnant,
long-tailed prophage (EcS1650) found within the Sakai O157:H7
genome; this gene was present in 21% of phage preparations (Fig.
2F). The high detection frequency of tail spike proteins associated
with short-tailed Stx phages in the inducible phage preparations
was not predicted, as there is considerable diversity in the
tail fiber, base plate, or tail spike genes of coliphages, i.e.,
HK97, HK022 (
25), and other phages such as N15 (
41). The diversity
of phage tails and their specific host recognition proteins
has also been reported throughout the population of bacteriophages
infecting the
Mycobacteriaceae (
18). Identification here of
conservation of the tail spike protein in the inducible phages
from STEC strains suggests selection pressure exerted by the
conserved
E. coli surface receptor for these phages (
47).
A dendrogram (Fig. 3) was produced to provide an indication of the level of heterogeneity identified in the induced phage preparations from the STEC strains. The Jaccard dissimilarity (12) between the inducible phage preparations from each pair of 70 strains was calculated using the presence and absence of genes in the multilocus characterization scheme. For a pair of strains (i, j), the Jaccard dissimilarity is the proportion of genes present in i and/or j that is not present in both i and j. Thus, the shared absence of a gene in two strains is not treated as indicating similarity between them, but the shared presence of a gene is scored. The dendrogram (Fig. 3.) was constructed using single-linkage hierarchical clustering (12), and the dissimilarity between a pair of strains is represented by the height at which they join a single group. R, version 2.4.0 (40), was used for these analyses and illustrates differences between the genetic profiles of these inducible phages for each STEC strain. The patterns are indicative of a fluid gene pool and also highlight the sensitivity of the multilocus characterization scheme to identify, quickly and accurately, differences among the inducible phages from each STEC strain. This analysis shows that only two STEC strains exhibited similar inducible prophage profiles (Fig. 3), demonstrating a remarkably fluidic population of inducible phage genes.
The detection sensitivity of phage genes was assessed by PCR
amplification of the
Q gene from serial dilutions of a purified

24
B phage preparation. The data (not shown) demonstrated that
PCR was capable of detecting the presence of a single PFU in
a reaction mixture, providing the same sensitivity of a more
conventional plaque assay. It has also been reported in the
literature that STEC strains harboring more than one phage upon
induction do not necessarily produce equal numbers of the different
phages (
3,
43,
51); therefore, the overall sensitivity of our
amplification reaction, using 4 µl of phage preparation,
relies on the presence of 250 phage particles ml
–1 (per
phage genotype). Since induction rates of wild-type phages have
been previously reported to be in the range of 5
x 10
4 to 2
x 10
9 ml
–1 of STEC culture following induction (
3), the
technique reported here should be sufficiently sensitive to
characterize inducible phages directly from a lysogen, even
if they cannot be further propagated on laboratory host strains.
Although a bacterial lysogen usually possesses multiple phage-related
segments of DNA in its genome, often only one or two infectious
phage types can be detected following induction/activation of
the SOS response (
3,
43,
53), so even though each of the phage
preparations from this study is unlikely to consist of one pure
phage, there will probably not be more than a few phages. This
multilocus characterization scheme also has the potential to
profile remnant bacteriophages within the bacterial host genome
if patterns of inducible phage genes are compared to patterns
of genes amplified from the lysogen directly. This approach
to phage typing has advantages over DNA amplification typing
techniques such as amplified fragment length polymorphism (
50)
or repetitive extragenic palindromic PCR (
49). Amplified fragment
length polymorphism (
50) might provide quite diverse lengths
of amplified products due to the levels of recombination among
Stx and other lambdoid phages, and the levels of recombination
might also mask identification of phages that are carrying similar
or identical genes. Acquisition or loss of genes flanking the
amplification target will obscure the presence of genes that
control the biology of phage-host interactions. Bioinformatic
analyses of the annotated genome sequences for 933W (NC_000924),
Stx II bacteriophage II (NC>004914), VT2-Sa (NC_000902),
P27 (NC_003356), and the raw genome sequence of

24
B did not
reveal complete repetitive extragenic palindromic or enterobacterial
repetitive intergenic consensus sequences (
49) as would be expected
for DNA regions of

60 kb. The primer sets presented in this
paper were designed from sequences that were first divided into
clades and then subsequently checked for specificity; amplification
products are therefore indicative of a specific type of gene
and do not routinely require sequencing for identification of
the amplification product. This level of gene identification
has previously been possible only by gross sequencing and sequence
alignment data. The PCR-based typing scheme described here will
not distinguish single nucleotide polymorphisms but can identify
an insertion or deletion encompassing a stretch of nucleotides,
as has been reported for the tail spike protein (
47). Not all
of the primer sets amplified genes from the pool of 70 phage
preparations, so these genes may be poorly represented or not
present in the general Stx phage population. Therefore, the
subset of primers that have amplified genes in the 70 induced
preparations used here could represent the progenitor of a routinely
applicable Stx phage scheme.
In conclusion, we report the use of a novel multilocus characterization scheme to simultaneously characterize the inducible phage preparations from a variety of farm environment-derived STEC lysogens. These data do not allow specific identification of the individual phages harvested from STEC strains, but they do enable description of the gene pool present in inducible phage preparations from any single bacterial lysogen. One aim is to identify prevalent phage genes that can be induced from STEC, thereby making it possible to identify the genetic background of inducible and/or noninducible prophages from clinically relevant or environmentally circulating STEC strains. Such data would highlight Stx phage-borne traits associated with clinical disease and/or particular farm environments and possibly identify more stable Stx phages that are likely to persist and disseminate stx genes. Analyses of these data by Jaccard dissimilarity (12) or other matrices together with a knowledge of the Stx phage-borne traits could identify phage profiles important in the transmission of stx or enable tracking of genes across sample study sites in order to gauge the rate of dissemination of a gene by bacteriophages. This multilocus characterization scheme can be further developed. Most Stx phages have larger genomes than the archetypal
; 933W is 21% larger (2), and most of the additional genes have no designated function. Some of this additional DNA may influence the biology of the E. coli lysogen (e.g., fitness in the mammalian gut or colonization potential) and, therefore, be subject to positive selection (2, 9). As additional factors are identified, it will be possible to augment this multilocus typing scheme to generate further information on the genotypes of Stx phages and their epidemiological significance.

ACKNOWLEDGMENTS
This research was funded by the Department for Environment,
Food and Rural Affairs, United Kingdom, and the Biotechnology
and Biological Sciences Research Council, United Kingdom.
We also acknowledge the free donation of bacteriophages and lysogens from David Friedman, University of Minnesota (EDL933); Graham Hatfull, University of Pittsburgh (HK620, N15); Eric Oswald, Ecole Nationale Vétérinaire de Toulouse, France (Sakai strain); Herbert Schmidt, Universität Hohenheim, Germany (P27); and Pauline Wang, University of Toronto (D3112). We are grateful to the staff of the Veterinary Science Department, University of Liverpool, for providing the collection of STEC isolates.

FOOTNOTES
* Corresponding author. Mailing address: School of Biological Sciences, Microbiology Research Group, University of Liverpool, Liverpool L69 7ZB, United Kingdom. Phone: 44 151 795 4571. Fax: 44 151 795 4410. E-mail:
hallison{at}liverpool.ac.uk 
Published ahead of print on 19 October 2007. 

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Applied and Environmental Microbiology, December 2007, p. 8032-8040, Vol. 73, No. 24
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