13.14: Lab Technique - Light Microscopy

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    13.14: Lab Technique - Light Microscopy

    The Light Microscope

    The microscope is the single most important tool in biology, extending our ability to view both very small organisms and the internal structure of cells. The compound light microscope operates by passing visible light through a very thin, typically stained specimen to enhance contrast. It uses two sets of lenses, an objective and an ocular lenses, to focus and magnify the image. The objective lens usually comes in different powers which could be switched from one to another (4X very lower power or scanning lens, 10X low power, 40X high power dry, 100X high power oil). The ocular lens usually has a power of 10X. A light microscope has many advantages: it is easy to use, it is relatively cheap, and allows to visualize live specimen. However, it has its limitations. Its magnification range only extends from 10X to 1000X, with a resolving power of the order of 0.2 μm. This means it does not permit to view smaller objects such as ribosomes or viruses or details of a structure. In this case, other types of microscopes could be used such as an electron microscope. To learn more about microscopy, go to Chapter 1.4: Advanced Biotechnology Equipment.

    Properties of Microscopy

    • Magnification or Magnifying power: indicates how many times (X) larger an object appears to its actual size
      • expressed as total magnification
      • total magnification is calculated as the combined power of the ocular lens and the objective lens (i.e., ocular lens power x objective lens power)
      • e.g. with an ocular of 10X and the 4X objective lens, the total magnifying power or magnification is 40X (4 x 10)
    • Resolution or Resolving power: the ability of a microscope to distinguish small objects
      • indicates the sharpness of the image
      • given as a value representing the smallest distance between two points at which they are still distinguishable from each other
      • the higher the resolution, the smaller the resolution distance
      • 0.2 um apart for a compound light microscope
    • Depth of Focus: the distance or depth that is in focus at any one time (Figure \(\PageIndex{1}\))
      • sometimes also called "depth of field"
      • objects that are closer or farther away from the lens will go out of focus
      • indicates how far the stage can be moved and still keep the object in focus
      • the higher the total magnification, the thinner the depth of focus
    • Field of View (FOV): the illuminated circular area visible under a microscope (Figure \(\PageIndex{1}\))
      • the FOV diameter represents the distance from one edge of the circle to the opposite edge
      • the greater the magnification, the smaller the diameter of the field of view
    details in caption
    details in caption

    Figure \(\PageIndex{1}\): Depth of Focus (DOF) and Field of View (FOV) at different magnifications. Right image: the DOF is dependent upon the total magnification being used. Under 400X total magnification (TM = 400X), only two of the three threads are in focus. Under 1000X total magnificant (TM = 1000X) less than one thread is in focus. (Depth of Focus by Kareen Martin, CC BY 4.0)
    Left image: Single celled organisms called Euglena, viewed under a total magnification of 40X, with a FOV diameter of 5,500 microns (left), viewed under 100X, with a FOV diameter of 2,200 microns (middle) and viewed under 400X, with a FOV diameter of 550 microns (right). (Diameter of the field of view by Kareen Martin, CC BY 4.0)

    Light Microscopy Preparations

    Light microscopy uses two basic types of slide preparations: prepared slides and wet mounts.

    Prepared Slides

    Prepared slides contain organisms, cells, or thin sections of tissues that have been fixed and stained with special dyes (or antibodies) to highlight specific structures. These slides can be prepared in the laboratory prior to viewing or purchased from a manufacturer. Prepared slides that are purchased from companies are typically labeled with the following information:

    • specimen name: identifies what is on the slide
      • can contain the species name and/or the common name of the specimen
      • e.g. onion root tip, Euglena sp.
    • stain or dye used: identifies the stain or dye used in the preparation (if any)
      • specific stains are used to highlight specific structures
      • common stains:
        • Hematoxylin and Eosin or H&E: hematoxylin (blue/purple stain for nuclei), eosin (pink stain for positively-charged structures like the cytoplasm)
        • Methylene Blue: blue stain for nuclei
        • Iodine: blue/black stain for the cytoplasm
        • Crystal violet: purple stain for Gram-positive bacteria
        • Safranin: red/pink stain for Gram-negative bacteria
    • preparation type: explains how the specimen was prepared (Figure \(\PageIndex{2}\))
      • smear - the specimen is spread thinly across a slide to allow for viewing of individual cells
      • squash - the specimen is pressed (i.e., squashed) between the slide and coverslip to spread out the specimen for easier viewing
      • whole mount (‘w.m’) - the entire organism or structure
      • section - a slice of the organism or tissue that has been cut
        • ‘x.s’ or ‘c.s’ for cross section

    Wet Mounts

    Wet mount are prepared by placing the sample in a drop of liquid onto a clean microscope slide. The liquid can be water, isotonic saline or another type of fluid appropriate for the organism or tissue. A coverslip is then placed over the sample, creating a little “fluid sandwich”. Air bubbles commonly become trapped under the plastic coverslip. These can be distinguished from the sample since they are usually perfect circles with very dark borders. Wet mounts are easy to prepare and allow for the observation of live tissues, cells, or organisms (Figure \(\PageIndex{2}\)).

    Dog stomach epithelium stained with Hematoxylin and Eosin
    amphioxus whole mount
    several blood cells
    cyclop viewed under a microscope
    Figure \(\PageIndex{2}\): Microscopy preparations. Top left image - a thin section of the stomach mucosa taken from a dog and stained with Hematoxylin and Eosin. (H&E dog stomach by Kareen Martin, CC BY 4.0)
    Top middle image - a whole mount preparation of an amphioxus (Branchiostoma by Thomas Gyselinck, CC0 1.0)
    Top right image - a blood smear (Neonate Blood Smear by Keith Chambers, CC BY-SA 3.0)
    Bottom image - a wet mount of a microscopic fresh water crustacean, called a cyclop. (Cyclop by Kareen Martin, CC BY 4.0)

    Microscope Maintenance

    Even a very powerful microscope cannot deliver high-resolution images if it is not properly cleaned and maintained. Since lenses are carefully designed and manufactured to refract light with a high degree of precision, even a slightly dirty or scratched lens will refract light in unintended ways, degrading the image of the specimen. In addition, microscopes are rather delicate instruments, and great care must be taken to avoid damaging parts and surfaces. Among other things, proper care of a microscope includes the following:

    • cleaning the lenses with lens paper
    • not allowing lenses to contact the slide (e.g., by rapidly changing the focus)
    • protecting the bulb (if there is one) from breakage
    • not pushing an objective into a slide
    • not using the coarse focusing knob when using the 40X or greater objective lenses
    • only using immersion oil with a specialized oil objective, usually the 100X objective
    • cleaning oil from immersion lenses after using the microscope
    • cleaning any oil accidentally transferred from other lenses
    • covering the microscope or placing it in a cabinet when not in use

    Light Microscopy Protocols

    The protocols below are to be used with a compound light microscope. Refer to Chapter 1.4: Advanced Biotechnology Equipment to learn the major components of the compound light microscope.

    Basic Protocol:

    1. Place the microscope on a flat, clean surface
    2. Plug the microscope in and turn on the light course
    3. Select the lowest magnifying lens (i.e., 4X or 5X) by rotating the revolving nosepiece
    4. Place the slide on the stage and secure it with the stage clips
    5. Use the mechanical stage knobs to center the specimen in the slide over the light source
    6. While looking through the eyepiece (i.e., the ocular lens), use the coarse focus knob to lift the stage to bring the object into the field of view
      • adjust the light level if needed by using the diaphragm (i.e., the iris)
    7. Use the fine focus knob to sharpen the focus
    8. Rotate the objective lens nosepiece to change to a higher magnification lens
    9. Re-center and re-focus on the specimen
      • higher magnifications will require increasing light levels

    Wet Mount Protocol:

    1. Place a drop of liquid (e.g., water, saline) on a clean microscope slide using an eyedropper
    2. Place the specimen in the drop of liquid
      • alternatively, the specimen may be placed onto the slide first and then the drop of liquid added
    3. Place one edge of a coverslip on the microscope slide so that it touches the drop and slowly lower the cover glass onto the slide

    Smear Protocol:

    1. Place a small drop of the sample on a clean microscope slide
    2. Spread the sample evenly across the slide using the edge of another slide (i.e., the spreader slide)
    3. Air-dry the smear completely
    4. Fix the sample to preserve and kill cells
    5. Stain using an appropriate dye
    6. Rinse, dry, and view under the microscope

    Squash Protocol:

    1. Place a small tissue piece on a clean microscope slide
    2. Add a drop of stain (if desired) or water
    3. Cover with a coverslip
    4. Gently press down (or tap) the coverslip with a blunt object to squash the tissue
    5. Observe under the microscope

    Oil Immersion

    The protocol below decribes how to use immersion oil, in combination with a compound light microscope, to increase the resolving power of an objective lens. The oil immersion lens, also called the 100X oil lens, is often used when viewing very small objects, such as bacteria. Because the end of this high power lens has such a small opening, a drop of optically clear immersion oil is dropped onto the surface of the slide and the immersion lens is lowered into it. The immersion oil reduces light refraction, allowing more light rays to enter the lens, resulting in a sharper and clearer image. To read more about oil immersion, go to Chapter 1.4: Advanced Biotechnology Equipment.

    Oil Immersion Protocol:

    1. Attempt to focus on the object using the highest power “air” medium lens (i.e. the 40X lens).
    2. Lower the stage slowly and carefully.
      • Do not move the stage side to side or front and back or the object will move in the field of view
      • If this is the case, return to the 40X lens and find and focus on the object again
    3. With the stage in a lowered position, place a small drop of immersion oil on the area of the slide where the specimen is located.
    4. Put the 100X oil immersion lens into place.
    5. Slowly raise the stage until the bottom of the lens touches the oil. The moment the lens touches the oil, stop moving the stage.
    6. View the specimen object. Use the fine focus to sharpen the focus if needed.
    7. When done, spray some lens paper with a lens cleaner solution and gently dab it onto the bottom of the oil immersion lens to remove the oil. To prevent scratching the lens, use only lens paper and do not rub the lens.
    8. Clean the prepared slide with dilute soap and water.

    Indirect Immunofluorescence

    The protocol and workflow outlined below describe how to perform indirect immunofluorescence on cells or tissue sections using a fluorescent microscope (Figure \(\PageIndex{4}\)). Cells can be cultured in a "chamber slide" (e.g., Nunc Lab-Tek Chamber Slides) made up individual chambers sealed off from one another. Because of this, cells in each chamber can be cultured under different conditions prior to analysis. In addition, each chamber can be incubated with different antibodies in order to detect different proteins. For tissue sections, the sample should be sectioned onto a glass microscope slide. For both cells and tissues, the sample is fixed using paraformaldehyde. However, ice-cold methanol (at -20°C) can be used as an alternative fixative. The sample is then incubated with a primary antibody, followed by incubation with a secondary antibody that is coupled to a fluorophore such as FITC, RITC, Alexa Fluor. The appropriate dilution of both primary and secondary antibody should be empirically determined. The appropriate filter, corresponding to the secondary antibody's fluorophore, must be used when imaging. A duplicate sample incubated only with secondary antibody should also be processed in order to determine the level of non-specific binding by the secondary antibody. To minimize non-specific binding, antibodies should be diluted in a blocking buffer containing BSA and serum.

    Immunofluorescence Protocol:

    1. Fix the sample (i.e., cells or tissue section) for 10–15 min at room temperature in Fixative Solution.
    2. Wash the sample 3 times for 5 minutes each with Wash Buffer at room temperature.
    3. If detecting intracellular targets, permeabilize with Permeabilization Solution for 5–10 min at room temperature and then wash 3 times for 5 minutes each with Wash Buffer
      • if detecting cell surface targets, skip this step.
    4. Incubate the sample in Blocking Buffer for 30–60 min at room temperature to reduce non-specific binding.
    5. Incubate the sample in Blocking Buffer containing the diluted primary antibody for 1–2 hours at room temperature
      • incubation can be done overnight at 4°C in a humidified chamber (to prevent buffer evaporation).
    6. Wash 3 times for 5 minutes each with Wash Buffer at room temperature.
    7. Incubate the sample in Blocking Buffer containing the diluted secondary antibody for 1–2 hours at room temperature in the dark.
    8. Wash the sample 3 times for 5 minutes each with Wash Buffer at room temperature in the dark.
      • during the final wash, a nuclear stain like DAPI can be added to counterstain the cells.
    9. If using a chamber slide, carefully remove the upper chamber and the gasket to yield the glass slide.
    10. Mount a coverslip onto the glass slide.
      • mounting can be done using a commercial mounting medium.
      • if using a mounting medium containing a counterstain like DAPI (e.g. Vectashield), do not use DAPI in step #8.
    11. Image the cells using a fluorescence microscope with the appropriate filters for the fluorophores used (e.g., FITC, RITC, Alexa Fluor, DAPI).
    details in caption
    Figure \(\PageIndex{4}\): Immunofluorescence workflow for cells. Prior to analysis, cells can be cultured in chamber slides. To process the cells, the media is removed and a fixative added for 15 minutes at room temperature. The fixative is aspirated and each chamber is washed multiple times. A primary antibody is added for 1 to 2 hrs at room temperature, followed by aspiration and washing steps. A secondary antibody is then added for 1 to 2 hrs and then removed. The cells are washed a final time before the upper chamber is carefully removed from the glass slide. A mounting medium and a coverslip is added to complete the process. The slide is visualized using a fluorescent microscope and the appropriate filter. (Immunofluorescence by Patricia Zuk, CC BY 4.0; figure created in BioRender. Zuk, P. (2025))
    Immunofluorescence Reagents
    Fixative Solution
    • combine the following:
      • 250 µL of 16% paraformaldehyde
      • 200 µL of 0.5M sodium phosphate buffer (pH 7.0) or 1X PBS
      • 550 µL water
    • prepare fresh before use
    • final concentration:
      • 4% paraformaldehyde
      • 0.1M sodium phosphate buffer (pH 7.0)
    0.5M Sodium Phosphate Buffer (pH 7.0)
    • for 10 mL, add:
      • 6.1 mL of 0.5M Na2HPO4
      • 3.9 mL of 0.5M NaH2PO4
    • store at room temperature
    10X PBS
    • dissolve the following in 800 mL water:
      • 80 g NaCl
      • 2 g KCl
      • 11.5 g Na2HPO4
      • 2 g KH2PO4
    • adjust volume to 1 L with water
    • store at room temperature
    Permeabilization Solution
    • to 40 mL, add:
      • 5 mL 10X PBS
      • 50 uL Triton X-100
      • adjust volume to 50 mL with water
    • store at room temperature
    • final concentration:
      • 0.1% Triton X-100
      • 1X PBS
    Wash Buffer
    • dissolve the following in 40 mL water
      • 5 mL 10X PBS
      • 0.375 g glycine
    • add water to 50 mL
    • store at room temperature
    • final concentration:
      • 0.1M glycine
      • 1X PBS
    Blocking Buffer
    • add the following to 40 mL water:
      • 5.0 mL fetal bovine serum (FBS)
      • 1.0 mL bovine serum albumin (BSA)
      • 5.0 mL of 10X PBS
      • 50 uL Triton X-100
      • adjust volume to 50 mL with water
    • store at 4°C
    • final concentration:
      • 10% FBS
      • 2% BSA
      • 0.1% Triton X-100
      • 1X PBS

    13.14: Lab Technique - Light Microscopy is shared under a CC BY 4.0 license and was authored, remixed, and/or curated by LibreTexts.