Methodology
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Methods Used in Experimental Animals

Last updated on September 16, 2010

Alternatives to use of animals
    ICCVAM

    Ames test

    Limulus amebocyte assay

    Monoclonal antibody production

Transgenic animal technology 

Homologous recombination

Chemical mutagenesis

Behavior testing

    Activity and behavior testing in rodents

Euthanasia

Alternatives to death as an endpoint

Refinements

    Reducing stress during blood collection
    Gavage in rodents
    Use of radiotelemetry devices

Potential adverse effects of research methods

Alternatives (Replacement)

In 1985, Index Medicus introduced the term "Animal Testing Alternatives" as a subject heading for searches. This addition reflects the importance placed on the use or exploration of alternatives to the use of live animals in research. The estimated increase in cost of maintenance of animals used in research was 500% between 1972 and 1988. One evaluation of how animal use for research has changed revealed the following:{4099}

1960

700 studies

88% used dogs, rats, NHPs and cats

1981

4,758 studies

64% used rats, humans and mice

10% used dogs

2% used cats

1.9% used NHPs

Alternative testing

The Interagency Coordinating Committee for the Validation of Alternative Methods (ICCVAM) was originally established in 1993 by the NIH Revitalization Act to promote and expedite the use of new tests that would improve prediction of adverse effects, improve animal welfare, and reduce animal use in research. In 2000 it was signed into law (the ICCVAM Authorization Act of 2000, Public Law #106-545). This law gives permanent standing to the ICCVAM. Its functions are to review petitions for acceptance of alternatives to animal tests, and recommend changes to the appropriate federal regulations. As of 2001, it had recommended the Corrositex kit (a non-animal system for skin corrosion screening) and the murine local lymph node assay.{4603}

Ames test

This test uses bacteria to determine toxicity. It is 80% reliable compared with animal use for the identification of mutagenicity.{4099}

Limulus amebocyte assay

The horseshoe crab Limulus is used in the limulus amebocyte assay which is an alternative to the rabbit pyrogen test. They have blue blood. In the rabbit pyrogen test, there must be at least 3 rabbits per test, which have a total fever rise of 1.4° or an individual with more than 1.6° temperature rise.

Monoclonal antibody production

OPRR (now OLAW) dealt with the question of in vitro alternatives to mouse monoclonal antibody production in 1997:{3757}

"There is evidence that the mouse ascites method of monoclonal antibody production causes discomfort, distress, or pain. Practical in vitro methods exist which can replace the ascites method in many experimental applications without compromising the aims of the study.

"Accordingly, IACUCs are expected to critically evaluate the proposed use of the mouse ascites method. Prior to approval of proposals which include the mouse ascites method, IACUCs must determine that (i) the proposed use is scientifically justified, (ii) methods that avoid or minimize discomfort, distress, and pain (including in vitro methods) have been considered, and (iii) the latter have been found unsuitable...

"The federal mandate to avoid or minimize discomfort, pain, and distress in experimental animals, consistent with sound scientific practices, is, for all practical purposes, synonymous with a requirement to consider alternative methods that reduce, refine, or replace the use of animals..."{3757}

Generation of monoclonal antibodies (MAb) using animals typically involves two phases: (1) creation of a hybridoma and (2) production of antibodies from the hybridoma. The technique was discovered in the 1970s by Köhler and Milstein, earning them the Nobel Prize. A mouse is immunized with an antigen, and then a splenocyte from that mouse is fused with a mouse plasmacytoma cell. The resulting hybridoma is an immortalized cell that produces specific antibody. Although monoclonal antibodies are now produced in large quantities by commercial companies, research needs for monoclonal antibodies fall generally into the category of "a large number, but small quantities (<0.5g)". For clinical use, the humanized MAb Herceptin®, which is directed against a protein in breast cancer cells, is now approved for use.{4021}

To produce the initial hybridoma, mice are immunized with the antigen, and their spleens are collected. B-cell splenocytes are isolated and fused with plasmacytoma cells using polyethylene glycol. Different fused cells are cloned using tissue culture technique and tested for antibody production; selected clones are expanded using in vitro or in vivo techniques to produce the desired MAb. A few laboratories have the ability to skip the use of mice altogether, and create the hybridomas using phage display and in vitro immunization.{4021}

Heterohybridomas are created by fusing splenocytes from a non-mouse species with murine plasmacytoma cells. In vivo MAb production then requires use of an immunocompromised host animal.{4021}

Monoclonal antibody production in vivo

Mice are primed, usually with Pristane, 7-21 days before IP inoculation with hybridoma cells. The tumors grow in the mouse's peritoneal cavity with accumulation of MAb-rich ascitic fluid. The degree of impairment produced is dependent upon the cell lines, and by secretion of potent bioactive substances by either the tumor or the mouse. Removal of ascitic fluid may also cause impairment, including death, due to the removal of the large volume of protein. Multiple taps may lead to significant weight loss.{4021} Other investigators claim that cell-inoculated mice eat less during the first week, and become less active from 4-9 days after inoculation related to weight gains of 25% over baseline. Corticosterone levels may not be significantly increased in antibody-producing mice, implying that they are not severely stressed. Pristane priming also does not seem to adversely affect well-being if used at a dosage of 0.2 ml. There were no differences in health score or food consumption in mice subjected to 3 taps with a day of rest between each tap.{4108}

A number of European countries have restricted or prohibited the use of ascites as a means of MAb production in rodents. In the US, OLAW produced a "Dear Colleague" letter advising IACUCs that they have the responsibility to determine whether investigators have considered methods that avoid or minimize pain or distress in animals, and that they use alternative methods if suitable.{4021}

Monoclonal antibody production in vitro

The viability of hybridoma cells depends on whether their nutritional demands are met, removal of waste products, and the provision of stable pH, temperature and dissolved oxygen. Commonly-used media include Dulbecco's modified Eagle's medium (DMEM) and RPMI-1640. This basal media is usually supplemented with the amino acid glutamine, which is an energy supplement. Sodium bicarbonate is used as a buffer if the cultures are kept in 5% CO2. If a CO2 incubator is unavailable, organic buffers such as HEPES are used. Fetal calf serum is frequently added to provide essential growth factors and hormones; however it is extremely expensive and can account for 70% of the cost of the media. Other disadvantages include its unpredictable batch quality, potential microbial contamination and the decreased purity of MAb produced. Serum-free and now protein-free media are now available, although not all hybridomas grow well in them.{4021}

Cells may be cultured using a variety of systems. Stationary culture uses T flasks. Suspension cultures use roller bottles or spinner flasks, providing better gas exchange but lower cell numbers due to shear forces. Perfusion cell culture systems are hollow fiber bioreactors, in which cells are maintained in compartments separated from media by a selective membrane and bathed continuously in media. High-density cell cultures are obtainable. The health of cultures is monitored, particularly in perfusion systems, using pH, nutrient or waste concentrations and cell concentration and viability. Harvest of the antibody involves purification processes such as ammonium sulfate precipitation, affinity or ion-exchange chromatography, and gel filtration.{4021}

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Transgenic Technology{3929}

Transgenic mutations are dominant, unlike targeted mutations which are usually recessive. Usually, multiple founders are generated and are then maintained using any of a number of breeding or preservation schemes. Homozygotes carrying cancer genes are usually not viable, and are maintained by forced heterozygosity (+/+ x Tg/+) such that only 50% of the offspring are transgenic.{4530}

There were several important advances in reproductive biology without which modern transgenic methods would have been useless. For example, embryo transfer dates back to 1891. By the 1940s scientists were able to sustain fertilized embryos in vitro through several cleavages. These were followed by techniques of mixing mouse embryos to produce chimeras, transfer of inner mass cells and teratocarcinoma cells, and nuclear transfer. Gurdon transferred mRNA and DNA into Xenopus eggs in 1977. Brinster et al did the same thing in mouse ova in 1980, using rabbit globin mRNA. The first published methods of DNA microinjection were produced in 1966 by Lin, but 15 years passed until the first transgenic animals were created. These were mice harboring the growth hormone fusion construct, produced by Palmiter in 1982. Gordon and Ruddle introduced the new term "transgenic" in 1981. In addition to mice, transgenic rats, rabbits, swine, sheep, goats, cattle, poultry and fish have been produced.

There are only three basic transgenic techniques: (1) DNA microinjection, (2) retroviral mediated transfer, and (3) stem cell transfer. Molecular cloning is considered a separate technique. DNA microinjection is by far the most popular technique, acting as the first step in delineating potential directions for further research. Microinjection is useful when the major goal is studying the expression of new genetic information. It can be performed only on single-cell embryos. Retroviral transfer is used to study cell lineage and random insertional mutagenesis, and can be performed anytime from the one-cell stage to mid-gestation. They have received much attention because of their potential use for gene therapy. ES cells are used for site-directed mutagenesis by homologous recombination, which cannot be accomplished by the other two methods. ES cells with the DNA of interest already integrated can be detected prior to their use to generate transgenic mice, because the frequency of integration is relatively high.

DNA microinjection

DNA preparation and purification: Very large fragments (hundreds of kb) can be implanted, using yeast artificial chromosomes (YAC) and P1 vectors. Bacterial artificial chromosomes (BACs) are also available{4529}. Alternatively, overlapping fragments may be used. Important considerations include: (a) linear DNA integrates more efficiently than supercoiled; (b) use of low ionic strength microinjection buffer such as 10mM Tris; (c) DNA concentration of 1-2ng/µl (higher concentrations will integrate better, but egg viability drops); (d) dissimilar ends of the DNA vs. blunt ends; (e) injection of DNA into the male pronucleus is more efficient than into the female pronucleus; and (f) nuclear injection of DNA is much better than cytoplasmic injection. The DNA must be as pure as possible, free of nicks and strand breaks. The best quality reagents, including deionized and RO purified water, must be used. Plasmid DNA is replicated in E. coli hosts, then purified away from any vector sequences on cesium chloride gradients and separated on agarose gel. The final DNA must be free of salts, organic solvents, and agarose. 

Superovulation, egg culture and harvest: Equipment needed to manipulate eggs includes a dissecting stereo zoom microscope with differential interference contrast (DIC, either Nomarski or Smith) optics and 180-400X magnification, micromanipulators, microinjection systems (either air-driven or oil-driven), warming plate, flowmeters to control the atmosphere to 5% O2, 5% CO2, 90% N, and glass pipettes produced with a pipette puller and polished with a microforge. Media for egg culture include bicarbonate-buffered media such as BMOC-3, M16, SECM or M2, which are used in the controlled atmosphere, and HEPES-buffered medium to maintain the pH when the eggs cannot be kept in the controlled atmosphere.

Hybrid mice are used if possible, particularly C57BL/6 x SJL F1, because their eggs are of better quality. However, sometimes it is important to have the transgenic mouse on an inbred background, in which case either FVB or C57BL/6 are popular. C57BL/6 have been used for so long that many mutants are already available. Young C57BL/6 females superovulate well and their blastocysts are excellent recipients for ES cells. FVB eggs have large distinctive pronuclei which are easier to inject. Strain 129/Sv are often used to generate ES cells. Outbred ICR or CD-1 mice are often used as recipients for the embryos.

Because it is easier to produce the transgenic on a hybrid strain, an alternative is then to backcross the founder transgenic mouse to inbred strains.

To superovulate mice, PMSG and HCG are given at 5-7.5 U ip to female mice 3-8 weeks of age. Give PMSG at noon on the first day, HCG 24-26 hours later depending on the mouse strain. The females should produce 20-35 eggs. An alternative method is to deliver FSH using Alzet minipumps, then induce ovulation with HCG or LH. This method is more expensive, but may be needed for strains that do not respond well to the PMSG/HCG routine, or in old obese females. After receiving the HCG, females are placed in the male’s cage and checked for copulatory plugs the next day. Eggs should be harvested 8-9 hours after the midpoint of the dark cycle. The mouse is euthanatized and the oviducts removed through a ventral or dorsolateral approach. The eggs are contained within the ampulla of the removed oviducts, which is torn using a small needle to release the egg mass and cumulus cells which surround it. The cumulus cells are digested with a brief exposure to hyaluronidase. Eggs are then picked up with a micropipette, placed in two washes of medium without hyaluronidase, then the best eggs selected and placed in microdrops of medium until ready for microinjection. 

Microinjection: The window of opportunity to inject eggs is usually 3-4 hours, and lasts from the time male pronuclei can be identified until the male and female pronuclei merge just prior to the first cleavage division. The length of the window varies between strains, as just about everything else does, and must be determined with practice. Eggs can be kept for several days in vitro, with blastocysts developing in 4 days and inner cell masses appearing 3 days later. Before performing microinjection the eggs are placed in a drop of injection medium containing cytochalasin B, which stiffens the egg membrane to help prevent cell lysis as the membrane is penetrated by the injection pipette. The holding pipette holds the egg in place with the male pronucleus closest to the injection needle. DNA is constantly running out of the tip of the injection needle, making it necessary to work quickly to penetrate the zona pellucida and pronuclear membrane. The pronucleus is filled with DNA until expansion stops. Eggs should be left on the slide no more than 30 minutes, after which they are transferred through 2 washes of culture medium without cytochalasin B. Routinely, 10-25% of eggs will lyse during this process. Zygotes can be cultured to the 2-cell blastocyst stage, then implanted into the oviduct on day 1 of the recipient’s pseudopregnancy.

Egg transfer: Tribromoethanol should not be used for anesthesia, as it causes peritoneal irritation and fibrinous serositis on a number of abdominal organs. Ketamine/xylazine is better{3539}. A pool of female mice are maintained and observed for proestrus. The day after mating to vasectomized males, the microinjected zygotes are implanted through a dorsolateral approach using a dissecting microscope. 25-30 injected ova are expelled into the ostium of the oviduct and blown gently through to the ampulla. After birth, DNA slot blot, PCR or Southern blots are used to identify pups harboring injected DNA.

If the transgene is inserted into the sex chromosomes, a test mating of a transgenic male to a nontransgenic female will determine which chromosome carries the transgene. If the transgene is on the Y chromosome, only the male offspring will be transgenic. If the transgene is on the X chromosome, only the female offspring will be transgenic.

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Homologous Recombination (targeted mutagenesis)

Preplanned genetic alterations can be made in cells by using ES cells, and this is the focus of most of the ES cell work. The DNA combines by homologous recombination with the host cell DNA into a specific site. There is likely no limit to the size of DNA construct that can be inserted. ES cells are obtained from the inner cell mass of mouse blastocysts using a variety of cell culture conditions. They are pluripotent cells. They require complicated feeder cell layers to keep them from further differentiation during the establishment of the cell lines. If this is not done, they will develop into embryoid bodies. If these are injected subcutaneously into syngeneic or immunodeficient mice, teratocarcinomas will develop containing cartilage, secretory epithelium, glandular structures, keratinizing epithelium, melanin, and muscle.

Mouse chimeras are produced by injecting ES cells into the host embryo. Most labs inject the blastocyst stage, but if the technician is good, the morula stage can be injected. Brinster claims to have successfully injected a mouse egg, but got only one offspring from 10,000 eggs. Often, coat colors are used to follow the success of the procedure. ES cells from a pigmented mouse combined with an albino will result in spotty chimeras. When backcrossed to the albino strain, pigmented mice are assumed to carry the ES genes.

Knock-out mice are those that have a loss of function induced by homologous recombination. Knock-in mice have a gain of function. Insertional mutagenesis is the insertion of a transgene such that it interrupts a gene; this may uncover deleterious recessive genes. A new twist, chromosomal engineering, involves making extremely large (centiMorgan) alterations in the genome. The researcher must realize, however, that there will be huge variations in the phenotype of these mice depending on the background strain that was used. {4529} Strains are usually maintained as homozygotes (if they are fertile) or by forced heterozygosity (if they are infertile).{4530}

A very large number of mice are needed to establish an ES cell laboratory. ES cell lines require a census of about 30; pseudopregnant mice are produced using a census of 100 females and 20 vasectomized males to produce the 40 mice/week needed; blastocyst production requires 200 mice/month; embryonic fibroblasts for feeder cells requires 16; and testing the product mice for the inserted gene requires another 100. A total of almost 800 mice are therefore required, plus 100 more per germ line studied. Another author stated that the overall efficiency of production is about 5% of the eggs injected, with most of the losses occurring between embryo transfer (90% survival) and live birth (25%).{4529}

Viral Gene Transfer

Retroviral-mediated gene transfer has the advantage that the inserted gene is integrated stably into the genome, in a single but random location, and the efficiency of gene transfer approaches 100%. Modified Moloney murine leukemia virus (MuLV) is often used in mice. It would also be nice to be able to infect embryos directly with retroviral vectors, but retroviruses are very tissue-specific and single insertions do not occur very often this way.

One way in which retroviral vectors have been used is by the injection of transgenic bone marrow cells into lethally-irradiated recipients. If successful, the new cells can be found in the peripheral blood, Kupffer cells in the liver, microglia, and elsewhere. Research into cell fate and lineage can be performed using this technique. In addition to mice, dogs and NHPs have been successfully used. The dose of radiation differs among mouse strains; 1000 rads are used for C57BL/6, but only 750 rads for BALB/cByJ mice. Southern blots are performed on tissues of the recipients to determine how efficient the transfer of the gene was. 

In human gene therapy, it would be preferable to simply inject the gene vectors without having to remove and re-implant cells; in effect this is a "local transformation." Derivatives of the Moloney MuLV have been investigated for this purpose. Unfortunately, retroviruses only infect actively-dividing cells, which limits the tissues that can be targeted. The lungs would make a dandy place to insert DNA, for example in diseases such as cystic fibrosis and a 1-antitrypsin. Adenoviruses, which infect even non-dividing pulmonary cells, have been used to carry human a 1-antitrypsin into the respiratory tract of the cotton rat, Sigmodon hispidus, where it was expressed for about a week. The same investigator successfully infected cotton rats with the CF gene for a short period. Concerns relate to the potential for adenovirus to recombine with other viruses, and the effects of uncontrolled expression of the gene product. Next, herpesviruses have been used as transgene vectors for human hypoxanthine-guanine phosphoribosyltransferase (HPRT) which may provide a treatment for Lesch-Nyhan syndrome, which cannot be treated by parenteral administration of the protein. Neurons must be targeted for the HPRT to be effective. 

Lentiviruses have now also been used to introduce a small segment of DNA into both mice and rats (reported in Science 295:868-872, 2002). Recombinant lentivirus is injected into the mouse embryo just under the zona, which is fairly easy to do. 80% of the resulting mouse pups were transgenic, with 90% expressing the gene in a tissue-specific manner.{4529}

Conditional Genetics

If the gene of interest is lethal, it is easier to produce affected offspring if the transgene can be maintained in some non-lethal state until it is needed, at which point it can be induced using some relatively easy control scheme. There are at least two such schemes in common use. The Cre/loxP system involves two short segments (loxP) inserted at either end. Depending upon their relative orientation, they may snip out the gene when activated by Cre recombinase (not sure I've got this quite right here!). A knockout mouse line with "floxed" alleles is crossed with a "tool mouse" that is transgenic for Cre to exert the effect in the progeny. A similar system is the Flp/Frt system which is based on the Flp yeast recombinase. One such lab site, including a database of some 7000 entries of cre and floxed mice, is located at http://www.mshri.on.ca/nagy. Transgenes can also be turned on or off using a tetracycline system.{4529}

Binary transgenic systems are those in which the expression of one transgene activates expression of another, with the genes maintained in two separate strains of mice. This is also used for lethal transgenes. There are many activator/responder systems, including an activator consisting of MMTV promoting GAL4 and a responder of UAS promoter driving Int2, a proto-oncogene.{4529}

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Somatic Cell Transformation

Although it would be advantageous to create transgenic hepatocytes, these cells are not mitotically very active, are resistant to culture, and delivery to the recipient is problematic. In two rat models, however, some success has been obtained by delivering the transgenic cells on collagen-coated dextran microbeads. Hyperbilirubinemic mutant Wistar Gunn rats have a deficiency of bilirubin-uridine diphosphate glucuronosyltransferase (UDPGT). Analbuminemic Nagase rats synthesize only trace amounts of bilirubin. Both these conditions improved after giving them normal primary rat hepatocytes on microbeads.

RNA and DNA plasmids have been injected directly into muscle cells and appeared to have integrated into the cellular DNA, or at least been able to function for up to 60 days. This has great potential for human therapy. Another treatment for cystic fibrosis involves aerosol delivery of rhDNase I to patients; it breaks down the DNA that forms much of their respiratory detritus.

There are many potential applications of somatic cell transformation with transgenes, either by in situ or ex vivo methods. Myoblasts represent good cells because they can fuse with the recipient myofibers. For example, the mdx mouse has muscular dystrophy. The introduction of normal mouse myoblasts has successfully resulted in dystrophin production. This has also been tried in human Duchenne’s muscular dystrophy patients. Vascular endothelial cells normally secrete several products, and grafts containing transgenic endothelial cells have been placed in dogs, minipigs, and rabbits. Fibroblasts have been made to express several transgene products, including the expression by the Watanabe rabbit of LDL receptors, thus correcting their defect. Long-term induction of immune response to transgenic cells is being worked on; at present cyclosporin A may still have to be given to prevent it. Since the brain is an immunologically privileged site, fibroblasts expressing nerve growth factor have been successfully implanted in rats.

Other methods of creating transgenic mice are discussed in Pinkert’s book. For example, creation of sperm cells with DNA would make microinjection and embryo transfer obsolete. Rabbit sperm have been successfully infected by SV40 DNA and carried into oocytes by either artificial insemination or in vitro fertilization. One group (Lavitrano) was able to create transgenic mice by incubating sperm with foreign DNA and impregnating mice by in vitro fertilization, but it was not reproducible by other labs.

Current strategies in molecular medicine include antisense suppression, intracellular immunization, and virus-mediated molecular "surgery". Initial work with antisense suppression was performed with Rous sarcoma virus. Suppression of the HIV tat gene, influenza virus, and HTLV-1 have also been performed. The technology can also be used to research the function of proteins; for example, the shiverer mouse was created by microinjection of a vector carrying antisense mRNA for myelin basic protein. The transgenic mouse has less endogenous MBP and less myelin in the CNS.

Intracellular immunization is a strategy based on causing the cells to over-express a mutant viral protein, such that infectious virus cannot be synthesized when the animal is infected. This has worked in transgenic chickens expressing the avian leukosis virus envelope glycoprotein, other chickens expressing the hemagglutinin-neuraminidase gene for Newcastle Disease, mice that express human beta interferon, and other mice expressing the promoter for influenza virus.

From Founder to Strain

There are many opinions about the best way to maintain transgenic lines of mice. Some labs cross hemizygotes, and some attempt to "homozygose" their lines. The easiest way to derive homozygous animals from the founder transgenic is to do brother-sister matings of hemizygous progeny, if possible those carrying a single copy of the transgene. If the F1 is backcrossed to the founder there is a greater likelihood of inheriting the transgene at multiple sites, because the founder may be a mosaic. Homozygotes in the F2 litters is best proven by using a Southern blot in which probes for both the transgene and another gene that is conserved and constant in dosage in all the animals (i.e. EcoR1). This yields bands that can be compared either visually or densitometrically to compare the "dose" of the genes in the offspring. Mendelian inheritance would predict that if two hemizygotes are mated, then 25% of the offspring will be nontransgenic, 25% hemizygous, and 50% homozygous. It is therefore important, although laborious, to do Southern blots on all the offspring. Even then, there is a possibility for error. An animal thought to be homozygous should be mated to a nontransgenic, to see if 100% of the offspring inherit the gene. If they do not, then either the mouse was not homozygous or the gene is unstable and was lost at some time during development.

Most background strains are 129 strains, since they are source of ES cells. 129 mice are poor breeders, so it is a good idea to transfer the mutation to another background strain.{4530}

Genetic variability can come from several sources:{4530}

breeding errors
human error
mating between offspring and parent
mating by an escapee
incomplete inbreeding
genetic drift or substrain variation
incorrect genotyping
mixed genetic backgrounds or congenic strains

Genetic quality can be maintained by housing strains of different coat color in adjacent cages (to prevent confusion), using different colored cage cards, keeping proper breeding records, maintaining large foundation stocks, performance of regular genetic monitoring (i.e. annually), and cryopreservation. Repositories of genetically engineered mice include:{4530

The Jackson Laboratory IMR (http://www.jax.org)
MMHCC Repository for Cancer Models (http://web.ncifcrf.gov/researchresources/mmhcc/default.asp)
the Mutant Mouse Regional Resource Centers (MMRRC), funded by NCRR (http://www.mmrrc.org/)
The European Mouse Mutant Archive (EMMA) (http://www.emma.rm.cnr.it/)

Repositories assist with strain selection, and then help to ensure health quality, genetic quality, perform cryopreservation, develop models and distribute the mice or cryopreserved material to other investigators.{4530}

Speed Congenics

Strains can be generated using numerous markers (>100) to select those that are carrying more of the host genome. The best two males at each generation are selected by performance of genome scans. Backcrossing is conducted for at least 5 generations. One female is used, usually at N1, to ensure the correct Y chromosome is included.{4530}

Techniques for detecting transgenes

There are two categories of transgenes: those that have an endogenous counterpart in the recipient, and those that do not. If there is no endogenous counterpart, then either the gene transcript or its product can be easily identified in the animal. If there is also an endogenous gene, it can be difficult to identify the transgenic. One method is to introduce a small DNA tag along with the transgene that can be easily identified; however the tag may interfere with the gene. 

Often the first step in evaluating transgene expression is to look at mRNA from the transgenic animal. Many organs are sampled and homogenized in 2-mercaptoethanol or guanidine hydrochloride using a tissue homogenizer. Physical separation of the RNA is then performed by differential centrifugation through cesium chloride, phenol extraction, or differential precipitation. 

Slot-blot can be done on a large number of samples in a single experiment. RNA is applied to a nitrocellulose membrane by vacuum in a Plexiglas manifold. A radiolabeled probe is applied and detected by autoradiography. Densitometry provides a semi-quantitative estimate of the RNA in the sample. 

In a Northern blot, the size of the transcript can be estimated, which cannot be accomplished with a slot-blot. RNA is separated by electrophoresis, and then transferred to a solid membrane support. The support is then hybridized to a radioactive probe to detect the transgenic RNA.

In the Southern blot technique, the animal’s DNA is isolated, digested with a restriction enzyme such as HindIII, blotted onto nitrocellulose, and hybridized with a radiolabeled transgene-specific probe. Southern blot determines whether the transgene is present, intact, how many copies there are, and what their orientation is. Neither PCR nor slot-blot give this much information in a single analysis, partly because restriction enzymes are not used and the likelihood of false positives is higher. Slot-blot only tells whether the gene is present and the approximate copy number. PCR amplifies an internal segment of DNA and helps confirm the presence of the transgene, but is only semiquantitative.

The most sensitive way to detect transgenes is reverse transcriptase PCR (RT-PCR). A specific antisense primer is added to the RNA solution, along with reverse transcriptase to make cDNA. A second sense primer and thermostable DNA polymerase are then added, and the DNA is then denatured and re-annealed through many cycles to amplify it.

In whole tissues, in situ hybridization can be used to detect gene expression at the level of individual cells. The technique yields very high resolution when Sulfur-35-labelled probes are used to detect mRNA, and histologic section exposed to X-ray film or dipped directly in emulsion. The technique is very difficult and gives information about a single animal, but it gives the most information regarding the localization of gene expression. If the gene product is expressed in tissues, it can be detected using in situ immunohistochemical staining. 

Production of Other Transgenic Species

Rats and rabbits produce relatively large numbers of embryos, and the embryos can withstand the handling required to produce transgenics. Hamster embryos are not as suitable. Rats are excellent models for neuroanatomy and hepatocarcinogenesis, as well as mammary carcinogenesis. Most mouse mammary tumors are related to MuMTV, whereas in rats and humans, viruses are not typically involved in tumor development. The first transgenic rats were produced expressing a gene causing hypertension, which had failed to produce hypertension in mice. The first transgenic rabbits expressed a growth hormone gene. Rabbits were also the first animal model of atherosclerosis. The rabbit is the only small laboratory mammal that is susceptible to infection with HIV-1.

In contrast, the production of transgenic poultry has been very difficult. Chicken eggs cannot be microinjected; there are multiple pronuclei. Avian retroviruses have been used, but they are pathogenic to the birds and nonpathogenic viruses are not yet available. There are four methods in use to produce transgenic poultry: (1) insertion of DNA into unincubated blastoderm; (2) insertion of DNA using viral vectors (avian leukosis virus); (3) insertion of DNA using replication-deficient viral vectors; and (4) sperm-mediated gene transfer. 

Fish embryos can be microinjected with DNA; however, cytoplasmic rather than pronuclear injection is used because the pronuclei cannot be visualized. In zebrafish the following procedure is successful:

  1. Use 7-18 month old fish
  2. Transfer males to female tank 1-2 hr before dark cycle (sperm is called "milt")
  3. Siphon bottom of tank to collect eggs 40 minutes after light cycle begins
  4. Filter through nylon and rinse
  5. Remove chorion with 0.25% trypsin
  6. Microinject embryos
  7. Transfer embryos to 10% Hanks saline
  8. Embryos hatch 3 days later
  9. Feed baby fish the next day, using paramecia

A major limitation to microinjection is the number of embryos that can be injected in a day. Mass transfer would improve embryo yields significantly. Electroporation involves brief electrical charges to the egg membrane, allowing it to become permeable to DNA. This has been used with loach and red crucian carp successfully. Fish sperm differ from mammalian sperm in that they are immobile in the seminal plasma, as are the eggs. However, when egg and sperm are combined in water, the fertilization process is active for a very brief period (30-60 seconds). Exogenous DNA has been encapsulated into immunoliposomes and bound to sperm, enabling sperm-mediated gene transfer in loach and common carp. Lipofection is the encapsulation of DNA in a phospholipid bilayer and binding to a cell (either egg or sperm); it has not yet been successfully performed in fish. No fish retroviruses are known which can be used to create transgenic fish.

Transgenic swine and sheep have been produced that express recombinant growth hormone. However, the genes do not result in increased growth rates unless homologous GH is the transgene, and the transgenic animals have a host of other health problems including lameness, peptic ulcers, lethargy and impaired reproductive function. Much research surrounds the production of transgenic milk-producing animals that can be used to supply proteins of interest.

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Chemical Mutagenesis

Although targeted mutagenesis ("knockout" and "knockin") are receiving a lot of attention, many molecular biologists are falling back on the older technology of creating point mutations in genes using ethylnitrosourea (ENU). 

Methods of behavioral research

Natural behavior can be observed for the presence or absence of a particular response. Four methods of data collection are used. In ad libitum scoring the animal is observed and all occurrences of a response are noted. This is a way to develop an ethogram or categorized list of responses, but the data can't be summarized for frequency or hourly rate of response. Focal animal observations record the onset and cessation of the behavior in a single animal, and are good for a large number of behaviors that have short duration. Instantaneous group scans assess things like sleeping by observing the group's behavior at pre-selected times. Data are in the form of point samples which can be extrapolated to a proportion of time spent involved in each behavior. One-zero samples record whether or not a response occurs in a set time period, such as number of scratches. This method is useless for measuring duration, but it is used to calculate probabilities. A combination of focal animal observations and group scans is often used to collect the most data in the least amount of time.{4074}  

Conditioned behavior testing places the animal in a situation in which it must learn to respond to a stimulus. In classical conditioning, reflex actions are entrained to a stimulus that would not normally elicit that reflex (like ringing a bell before food appears). Classical conditioning enables investigation of behavior that is not under conscious control, such as daily activity level that can be entrained to a flashing light. In instrumental or operant conditioning, the animal is rewarded for a correct response. Operant conditioning can be varied to make the reward contingent on a specific number of responses (fixed-ratio) or a variable number of responses (variable-ratio). These are used to test drugs for their effects on behavior. The interval between the response (i.e. pressing a lever) and the reward can also be fixed or variable; this was used to investigate the effect of lead and mercury on the squirrel monkey's ability to transition from one task to another. Acute avoidance learning involves the animal making an appropriate response to avoid an aversive stimulus, and is used to test memory retention. Passive avoidance learning requires that the subject inhibit a learned response to avoid the aversive stimulus, and is used also to test memory retention. Discrimination learning involves letting the animal make a choice between a correct response (which is reinforced) and an incorrect response (which is not reinforced). This measures the animal's ability to learn and remember antecedent-consequent relationships. Reversal learning involves training an animal to one criteria (i.e. shape) and then reversing the correct and incorrect stimuli (i.e. learning that it is the color, not shape, that indicates which is correct). One interesting tidbit of information that came from behavioral research is that all male and a third of female squirrel monkeys are red-green color blind.{4074}

Neurobehavioral assessment scales are used to study the effects of stressors on behavior, endocrine or immunologic responses. Infant assessment of primates began in the 1960s. It was learned that the amount of maternal assistance given to an infant determined the strength and persistence of behaviors associated with maintaining maternal contact. Species that have low levels of maternal assistance, such as squirrel monkeys and cotton top tamarins, have stronger, more persistent infant behaviors such as rooting, clasping, head-up orientation, and following, than high-assistance species such as rhesus. The most widely used human scale is the Brazelton Neonatal Behavioral Assessment Scale, which has been modified for primates and called the Infant Behavioral Assessment Scale (IBAS). In monkeys it is administered at 2 weeks of age. The IBAS consists of a visual orienting cluster of measurements (visual orienting and following), motor maturity cluster (head posture and righting of the head), motor activity cluster (coordination, crawling), and state control (assessment of the infant's emotional state during the test, amount of struggle, and ability to be consoled).{4074}    

IBAS was used to demonstrate that infants from chronically stressed pregnancies (caused by several social group changes) had poorer motor abilities, impaired balance, and reduced post-rotary nystagmus than those from no-stress or single-stress pregnancies.{4074} A similar testing method was used on 182 rhesus infants to show that development of hydrocephalus later (5 months to 5 years) could be predicted from the results of testing performed on days 7, 14, 21 and 30. Infants destined to become hydrocephalic showed inability to right themselves from a supine position on day 7 and higher scores on the ability to place their hands on a table after it touched the backs of their hands. However, there were only 6 hydrocephalics in the entire group, and their scores on the many parts of the IBAS were within the "normal" range. Hydrocephalics also had lower scores in the orientation cluster, in accord with visual-motor function in humans with the same condition. This most likely stems from either less mature visual systems or behavioral inattention during that portion of the test.{4095}

Rodent Activity and Behavior Testing

This table is copied from an article in Lab Animal {4605}, which took it from What's Wrong With My Mouse?

Test Behavior Description Application
Circling/rotation Locomotor activity and circling behavior.  Place in round chamber or open field; measure rotational behavior Testing dopaminergic agonists in rodents with unilateral brain lesions, which cause rotation biased toward lesion side.
Elevated plus maze and Zero maze Anxiety (based on the natural conflict of the tendency to explore vs. aversion to bright light) Elevated plus: place on a plus-sign-shaped apparatus consisting of two open, well-lit arms, and two enclosed, dark arms. Entries into each arm and time spent there are measured. Zero maze: place on circular runway with alternating covered, dark areas and open, brightly lit areas. Measure time spent in each area. Testing drugs for anxiogenic properties.
Hole board exploration Locomotor activity and exploratory behavior.  Place on apparatus consisting of a board with equally-spaced holes. Measure number of times the mouse pokes head into hole. Testing effects of psychotropic drugs
Morris Water Maze  Learning and memory Place in circular pool containing hidden, submerged platform. Rodent must find the platform based on visual clues. Testing for memory impairment in aged rodents.
Open field activity General locomotor ability and exploratory behavior Place in enclosed plane; measure spontaneous activity including horizontal and vertical movement, total distance traveled, total number of movements. Testing effects of sedatives and anxiogenic drugs.
Passive/Active avoidance Learning and memory. Place in shuttle box bisected by a wall. One side is black with a floor grid that receives electric current; the other is light and has no current. Task requires the rodent to refrain from entering the dark chamber and receive foot shock (passive), or to leave that chamber (active). Screening drugs for cognitive enhancement
Porsolt forced swim Depression Place in cylinder filled with water. Measure time spent floating vs. swimming Testing antidepressant drugs, which decrease time spent floating
Radial maze, T-maze and Y-maze Spatial discrimination and learning Place in maze with 8 or 12 arms radiating from central start box (or T or Y shape). Rodent must choose specific arm to receive food reward, or avoid foot shock. Identify phenotype resulting from hippocampus gene alterations
Rotarod Motor coordination and balance Place on rotating cylinder and measure latency to fall off. Identify mutants with cerebellar defects affecting balance and coordination
Vogel Conflict Test Anxiety-related behavior based on the rodent's need for water vs. desire to avoid shock. Deprive of water 24 hours; rodents receive mild shock through the lixit every time they drink Testing anti-anxiety drugs, which increase the number of shocks they will handle.

Modified Neurological Stroke Scale {4784}

Modified Neurological Stroke Scale

A general method of phenotyping mice is the SHIRPA method {4785}.

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Euthanasia

For rules and guidelines for euthanasia, the Report of the AVMA Panel on Euthanasia is the most significant document.

Carbon Dioxide

Carbon dioxide is an acceptable method of euthanasia, especially for rodents; however, the 1993 Panel recommended pre-charging the chamber to at least 70% because unconsciousness occurs faster. If the chamber isn't pre-charged it should be filled at a rate that displaces 20% of the chamber volume per minute. There is significant controversy over the best way to use CO2 as a euthanasia agent. Although it acts quickly in high concentrations, it has measurable effects upon the cardiovascular, respiratory, endocrine and nervous systems. Paradoxically, CO2 is used in pain research as a noxious stimulus because it activates nociceptors in the nasal mucosa. Much controversy surrounds whether using CO2 at reduced concentrations, with or without oxygen, decreases the adverse effect on the animal. {4180}

In a study using female C57Bl/6 mice at 8 weeks of age, time to death was 5x longer when 70%CO2/30%O2 was used (4 minutes vs. ~1 minute) compared to pre-charged or non-pre-charged chambers or moving the mice into 100% CO2 after recumbency. However, the time to recumbency was about the same (10-12 seconds). There were minor but statistically significant differences in erythrocyte parameters, cytotoxic T cells, and NK cells. {4180}

Euthanasia of lobsters

Euthanasia of invertebrates, such as lobsters (Homarus americanus) has not been extensively studied. Other decapod crustaceans, for example the crab (Cancer pagurus L.), can be euthanatized by "sticking", mechanical disruption of the "brain" or ventral nerve cord; however this is not as effective in the lobster. Potassium chloride at a relatively high dose (1mg/gm body weight) injected directly into the sinus surrounding the nervous system appears to cause almost immediate depolarization of neurons and cessation of heartbeat within about a minute. This is in contrast to intravenous injection of KCl, which is unacceptable in mammals because of the length of time for cardiac arrest to occur. Isobutanol, an anesthetic, is also used for lobsters, but can be absorbed percutaneously and is dangerous for personnel. Distinguishing a dead lobster from a live one can be difficult, and they have been known to recover after euthanasia attempts such as freezing following anesthesia. Ultrasound can be used to detect death evidenced by cessation of heart movement.{4113}

 

Alternatives to death as an endpoint

In some experiments, particularly those involving infectious diseases, the time at which animals die is an important piece of information. To reduce pain and distress, several workers have tried to identify specific signs that are reliably predictive of impending death. In the guinea pig infected with Pseudomonas aeruginosa, inability to ambulate and inability to rise from a supine position can be 100% predictive of death. Those that lose the ability to ambulate die within 4-40 hours, and those that are unable to rise die within  1-8 hours.{3872} In mice implanted with telemetric temperature and activity monitors, a drop in abdominal or subcutaneous body temperature to 21-23°C was more predictive than decreased activity. Use of "fatal hypothermia temperatures" as predictors of impending death must likely be defined for each experimental procedure, as it varies significantly. One reason is that the slope of the temperature vs. time curve is so steep at some point after infection that the statistical methods are much less accurate. Manipulation of the animals to obtain data tends to increase body temperature, obscuring the information needed. Sick mice that are housed individually will have different temperatures than those that are group-housed. Diurnal rhythms also affect the results of toxin administration; for example, giving Staph toxin at 7 a.m. vs. 4 p.m. resulted in a difference in hypothermia of 8°C.{4088

Refinements

Reducing stress during blood collection

This type of refinement is extremely important when stress levels are the subject of study. In small animals, blood collection is almost always stressful; anesthesia may be necessary to collect samples of sufficient volume.

The Norwegians are big advocates of the saphenous vein for blood collection, having published several papers on the method. In their hands the saphenous vein is the preferred site for blood collection, based on welfare and ease of use. They have shown that hemolysis is not a problem, and that plasma glucose levels are lower, when compared to the tail vein method.{4743}

One interesting method of obtaining large volume blood samples from dwarf hamsters (Phodopus) involved setting up a remote anesthetic delivery system that could anesthetize animals in their home cages while the investigator was out of view. Plexiglas lids with a tubing system connected most of the time to house compressed air were placed on the subject cages, and a curtain in front of the cage rack obscured the animals' view. When anesthesia was desired, a Y connection allowed the house air to be replaced with isoflurane in oxygen. Hamsters could then be removed for orbital bleeding with minimal stress. The method was validated with regard to levels of prolactin and cortisol (the major glucocorticoid in the hamster, unlike the rat). When a stressor is applied (such as holding a male hamster in an inverted, socially subordinate position), cortisol levels increase within 1 minute. Prolactin levels, however, can increase or decrease in response to an applied stressor. Female rats at peak prolactin are often suppressed, whereas female rats at their low prolactin levels may show an increase. In Phodopus, application of stress to males provoked a decrease in prolactin to undetectable levels. The half-life of prolactin is also extremely short, approximately 3 minutes; therefore, prolactin is extremely difficult to measure in potentially stressful situations.{4091}

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Gavage in rodents

In many studies, compounds must be administered to rodents orally. A common method is to introduce a stainless steel ball-tipped needle into the esophagus and administer the compound via a syringe attached to the needle. Commonly-used vehicles include water, methylcellulose and Tween-80, and oil. 

Gavage is not without its complications, particularly in awake animals. Reported complications include tracheal administration, reflux, aspiration, pneumonia, trauma, stress, and esophageal irritation, perforation, or impaction.{4135} The maximum volume that can safely be administered depends somewhat on the nature of the compound. One study found significant rises in plasma corticosterone in rats only when large volumes (40ml/kg) of corn oil were used; water and methylcellulose/Tween 80 did not cause appreciable changes even at those high volumes, although the rats did sometimes reflux or aspirate the fluids. The generally-accepted maximum volume for rats is 10ml/kg{3731}.

Brief inhalation anesthesia prior to gavage decreases some complications. Rats subjected to daily gavage with a water-based vehicle showed less weight loss and much lower esophageal trauma when they were first placed in an induction chamber with 4-5% halothane. The anesthetized rats had more reflux of the vehicle, however, possibly due to their inability to swallow or relaxation of sphincter muscles. This may be a problem in GLP studies in which administration of the entire dose is critical{4135}.

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Use of radiotelemetry devices

Restraint of animals to enable measurement of heart rate, blood pressure and temperature causes (1) increased temperature, heart rate and blood pressure, (2) increased epinephrine and norepinephrine, (3) changes in response to drugs, and (4) decreased food intake and body weight. Among the advantages of using implantable radiotelemetry devices are (1) reduction of distress, (2) elimination of restraint stress, (3) reduction of animal use (they claim 60-90%), and (4) better data that can be collected around the clock.{4489}

Radiotelemetry devices for laboratory animals are produced by the following manufacturers: Biomedic Data Systems (Seaford, Delaware), Data Sciences International (St. Paul, MN), Konigsberg Instruments, Inc. (Pasadena, CA), Mini Mitter Corp. (Sun River, OR) and Star Medical Co (Arakawa-ku, Tokyo, Japan).{4489}

A brief history of the uses of telemetry begins with Maurey's experiment to measure the movement of bird wings in 1869. Other historical uses included monitoring jet pilots' ECG and respiratory rates, movement of swallowed devices in the GI tract to measure pH and pressure, the effects of space flight on dogs, and transmission of the location and temperature of woodchucks. Most of these took place in the 1950s. Since the late 1960s, miniaturization of components and improved sensors and battery power have enabled telemetry to proceed, first in larger lab animals and now increasingly in smaller species. Altogether, more than 20 types of physiologic measurements have been published, collected from more than 12 different animal species.{4489}

Validation of telemetry is done to demonstrate that the data collected by radiotelemetry and conventional techniques mirror each other in both relative and absolute terms. Such studies utilize either simultaneous measurements in separate groups, or simultaneous measurements of variables by using pharmacologic or other procedures. Use of radiotelemetry is validated for blood pressure, ECG, and body temperature in rats and mice, based on the review of over 100 papers.{4489}

Blood pressure: there may be differences between implanted sensors and acute arterial measurements, due to differences in probe design and placement. Mean arterial pressure measured by two methods has good agreement, but systolic and diastolic measurements differ.{4489}

ECG and heart rate: telemetry experiments have demonstrated that, unlike man, the mouse has no ST segment; the T wave follows immediately after the QRS complex. Ketamine anesthesia causes increased duration and variability of the RR and QT intervals in mice (at least in ion-channel defective transgenics). Treatment of mice with beta-adrenergic agonists (isoprenaline) increases the heart rate, whereas beta-adrenergic antagonists (propranolol) decreases it. Just restraining the mice to give an i.p. injection increases the rate from 400-450 to 600-650 bpm. Finally, handling lab animals that are hypertensive or normotensive increases both heart rate and blood pressure. This occurs despite training of the animals. Effects are exacerbated when rodents are handled during the daylight period.{4489}

Lead placement for ECG recordings is extremely important, to minimize artifact and obtain good tracings that can be computer-analyzed. Generally, lead II configuration seems to be best, with the negative electrode placed subcutaneously near the right scapula and the positive electrode on the lower left thorax.{4489}

Circadian rhythms can be monitored telemetrically using the above methods. It seems to take mice at least 5-6 days after sensor implantation to recover their normal diurnal rhythms.{4489}

There was much discussion comparing the measurement of blood pressure by tail-cuff in conscious restrained animals vs. use of telemetry. Rats must be subjected to some heating to make tail-cuff measurements possible, which causes measurement errors. Some drugs have been shown to have different effects depending upon the measurement methods. Captopril (an anti-hypertensive drug) reduces blood pressure in hypertensive rats when measured using the tail-cuff method, but it has no effect when measured using radiotelemetry was used. Angiotensin-II antagonists were 10 times more potent when the effects on marmosets were measured on restrained animals vs. telemetered animals. Nitrite in the drinking water was found to decrease blood pressure in rats only at night, when measured by 24-hour telemetry methods.{4489}

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Potential adverse effects of research methods

This phrase comes from the ACLAM exam outline and is left here as a reminder. Adverse effects are discussed with each of the procedures.

©1999, Janet Becker Rodgers, DVM, MS,DACLAM, MRCVS

All rights reserved.

Comments? Send an email to rodgers@uky.edu