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Best Practices for Molecular Techniques in Seed Health Tests (December 2014) This document provides best practices on the use of molecular techniques in seed health testing by describing recommended controls and critical points. Given that molecular techniques are under constant development and improvement, this document will be updated as needed to reflect the appropriate controls needed to achieve reliable results. Introduction controls and critical points The number and type of controls necessary for a robust seed health test using molecular techniques depends on the application. The current use of molecular techniques in seed health testing can be grouped into identification and detection methods. These best practices have been established for use in conjunction with routine seed health tests. There are some recommendations that may be essential during molecular assay development and validation, but these have not been defined in this document. The use of molecular techniques for identification is usually applied to a sample with a known and/or controllable concentration of the target nucleic acid. For example a real-time PCR reaction may be done with a cell suspension of a bacterial isolate from a dilution-plating test. The density of the cell suspension, and therefore the concentration of the nucleic acid target can be controlled and defined. In the case of detection, the quantity of target in the sample is unknown. For example a real-time PCR reaction may be done with a DNA extraction from a bio-PCR test or an RNA extraction from seed. In the case of bio-PCR the quantity of target DNA in the sample will vary according to the number of bacteria extracted from the seed sample and the bacterial growth during biological amplification. For reference, information on internal amplification controls is contained in Annex 1. Controls are defined and their purpose described in Annex 2. 1 Table 1 - Controls to include in protocols for PCR on single isolate microbial cultures for identification Description Essential Positive Process Control(s): One (1) reference isolate for each primer target that is prepared in the same way as the samples x Negative Process Control (reagent): Liquid used for preparing microbial DNA or RNA extractions or cell suspensions x Recommended Optional Process Controls Negative Process Control (non-target): Non-target isolate prepared in the same way as the positive control x Amplification Controls Non Template Control: Nucleic acid-free water x Positive Amplification Control(s): DNA or RNA from 1 or more reference isolate for each primer target in the case of multiplex PCR x Negative Amplification Control: DNA or RNA from one non-target isolate x Internal Amplification Control 1 Internal Amplification Control (IAC): Non-target DNA or RNA sequence present in the same sample reaction tube which is co-amplified simultaneously with the target sequence 1 x The use of an IAC may reduce the sensitivity of the target PCR. Non-competitive primers are preferable to competitive primers (see Annex 1). When non-competitive primers are not available, the IAC should be run in a separate reaction tube or well. 2 Table 2 - Controls to include in protocols for Bio-PCR and direct seed wash detection assays Description Essential Recommended Optional Process Controls Positive Process Control: Control (media plate or seed sample) that is known to contain the target organism and is processed in the same way and at the same time as the samples. The spiking control may be used for this purpose Negative Process Control: Control that contains no target organism or spike and is processed in the same way and at the same time as the samples (buffer only) x x Spiking Controls - Either early spiking of the test sample with a non-pathogen or split-sub-sample spiking with the target pathogen 1, 2 Positive Extraction Control: Spiking of the target pathogen into split subsamples of homogenised seed extracts and treated in parallel to the test samples. The spike needs to be detected to validate a negative sub-sample test result OR x Positive Extraction Control: Early spike into the test sample with a non-pathogen. The early spike needs to be detected in the sample to validate a negative test result Amplification Controls Non-Template Control: nucleic acid-free water x Positive Amplification Control: DNA or RNA from 1 reference isolate for each primer target, including non-pathogen spike organism x Positive Amplification Control (nucleic acid extraction): A spike of target DNA or RNA into a replicate PCR well for each nucleic acid extract x Internal Amplification Controls 3 Internal Amplification Control (IAC): The early spike is the source of non-target nucleic acid which is co-amplified simultaneously with the target sequence in the same sample reaction tube OR x Internal Amplification Control: Non-target DNA or RNA is added after nucleic acid extraction which is co-amplified simultaneously with the target sequence in the same sample reaction tube 1 In the case of seed wash detection tests it is preferable to use an early spike before seed extraction to validate the complete test process. 2 In the case of bio-PCR detection tests it is preferable to use a spike in homogenised split subsamples after seed extraction to avoid problems with competition during the biological amplification phase of the test which could occur in the case of an early spike with another organism. However, this approach is only valid if the split subsamples are representative of the original sub-sample. 3 The use of an IAC may reduce the sensitivity of the target PCR. Non-competitive primers are preferable to competitive primer (see Annex 1). When non-competitive primers are not available, the IAC should be run in a separate reaction tube or well. 3 Table 3 - PCR critical points required for a valid molecular assay result 1 Positive control reaction results should contain the specific PCR product without non-specific products 2 Negative controls reaction results should not contain the specific PCR product 3 In the case of an internal amplification control, the expected product should be observed in order to validate the test result 4 In the case of real-time PCR, the Ct values should be similar between reactions with similar concentrations of target DNA. Significant differences indicate that the PCR was not optimal. This may result in false positive reactions or PCR inhibition During the design of molecular methods for ISHI protocols, certain points should be indicated as critical in the protocol. These identified critical points cannot be modified. Other parts of molecular protocols can be considered as guidelines and modified according to specific laboratory conditions. Table 4 - Critical and non-critical items in established molecular assays Detail Status Comments Detection target (pathogen) primer sequences Non-changeable Detection target (pathogen) probe sequences Non-changeable Probe modifications Non-changeable Probe modifications (e.g., MGB, LNA) can significantly change Tm values and specificity of probes Internal amplification control PCR primers Changeable Internal control PCR primer sequences should be proposed, but flexibility should allow laboratories to use internally validated control primers or commercial kits with internal control primers. Possible interactions with the specific pathogen primers/probe should be investigated by the laboratory PCR conditions (temperature; time) Changeable Reaction mix (Taq, buffer, MgCl2, dNTPs) supplier and concentrations Changeable Probe dyes (fluorophore, quencher) Changeable PCR product identification (gel-electrophoresis or SYBR green) Changeable PCR machine Changeable Probe cannot be added without additional validation The impact on the sensitivity of the detection method due to protocol changes needs to be verified 4 Annex 1: Internal Amplification Control (IAC) Definition: An IAC is a non-target nucleic acid sequence present in the same sample reaction tube which is co-amplified simultaneously with the target sequence. Multiplexing PCR reactions of IAC and target may lead to a decrease of sensitivity of the target PCR. In that case, it is preferred to use an IAC in a simplex PCR reaction. Amplification of the IAC indicates that the PCR matrix was suitable for PCR to occur. In a PCR without IAC, a negative response can mean that no target sequence was present in the reaction or that the reaction was inhibited due to a malfunction of the thermal cycler, incorrect PCR mixture, poor polymerase activity, presence of inhibitors in the sample matrix. There are two types of IAC: competitive and non-competitive. Competitive IAC Non-competitive IAC Primers same primers for target and IAC different primers for IAC and target product length or sequence IAC identification product length or sequence use of different dye-labeled probes in real time PCR difference in melting peaks Critical factors concentration IAC concentration IAC nucleotide composition IAC size of the IAC Competition between IAC & target yes, for primers, oligonucleotides and DNA polymerase yes, for oligonucleotides and DNA polymerase Drawbacks lower detection limit due to the competition by IAC for each target optimization and production of IAC is needed production of IAC is time consuming, labor intensive (cloning step required for IAC production) amplification of noncompetitive sequences may not accurately reflect amplification of the primary target due to the differences in the primer sequences risk of undesired interactions of multiple primers can be used for many different assays in the same laboratory (universally) Advantages Specification IAC Example IAC Commercial IAC kits size IAC > target Modified target IAC (mimic) by deleting, inserting or modifying sequences between the recognition primer sites. A hybridization probe can be designed which detects IAC specifically. insert the (modified) target sequence in a plasmid construction of IAC with completely designed nucleotide sequence Synthetic DNA (IAC plasmid DNA) or another gene (e.g. encoding rRNA) which is present in any microorganism and in higher copy number than the principal target gene. primers specific to conserved sequences of 16S and 23S ribosomal DNA add a non relevant microorganism, which is usually not found in the sample type to be tested exogenous source of DNA template PrimerDesign Ltd www.primerdesign.co.uk 1. J. Hoorfar, N. Cook, B. Malorny, M. Wagner, D. De Medici, A. Abdulmawjood and P. Fach. 2003. Making Internal Amplification Control Mandatory for Diagnostic PCR. Journal of Clinical Microbiology, 41:12. 2. J. Hoorfar, B. Malorny, A. Abdulmawjood, N. Cook, M. Wagner, P. Fach. 2004. Practical Considerations in Design of Internal Amplification Controls for Diagnostic PCR Assays. Journal of Clinical Microbiology, 42:5. 3. Anonymous. 2002. Microbiology of food and animal feeding stuffs. Polymerase chain reaction (PCR) for the detection of food-borne pathogens. General method specific requirements (EN ISO 22174). International Organization for Standardization, AFNOR, Paris, France. 5 4. QCMD (Quality Control for Molecular Diagnostics) http://www.qcmd.org/ QCMD is an independent International External Quality Assessment (EQA) / Proficiency Testing (PT) organisation. It provides a wide-ranging quality assessment service primarily focused on molecular infectious diseases to over 2000 participants in over 100 countries. QCMD is dedicated to advancing the quality of molecular diagnostics through External Quality Assessment (EQA), Proficiency Testing (PT) and other supporting quality initiatives Annex 2: Definition of Controls used in PCR Positive Process Control: These are additional test samples that are known to contain the target organism and are processed in the same way and at the same time as the suspect samples. For microbial isolate identification (Table 1), this can be a freshly prepared suspension of reference isolate. For microbial detection assays, this can be a known infected sample, spiked seed sample, or spiked buffer without seeds. The purpose of this control is to verify the quality of the materials and methods used in the pathogen extraction as well as nucleic acid (DNA or RNA) extraction process for all samples run simultaneously by demonstrating detection of known target in the same process cycle within defined process parameters. Negative Process Control (non-target): Freshly prepared suspension of non-target organism used for spiking in a detection procedure in which an early spike with a non-pathogen is applied. The purpose of this control is to verify the quality of the materials and methods used in the pathogen extraction as well as nucleic acid extraction process for all samples run simultaneously by demonstrating detection of an inoculated non-pathogen in the same process cycle within defined process parameters. Negative Process Control (reagent): Control that contains no target organism or spike and is processed in the same way and at the same time as the samples (buffer only). The purpose of this control is to verify the quality of the materials and methods used in the pathogen extraction as well as nucleic acid extraction process by demonstrating no detection (and/or below a defined threshold) of target or spike DNA or RNA. Spiking Control (created by spiking samples with a known organism): This can be performed by either a) an “early spike” of the test samples with a non-pathogen that resembles the target pathogen but is distinguishable or b) spiking of the target pathogen into one half of a split subsample of homogenized seed extract. The purpose of this control is to verify the quality of the materials and methods used in the pathogen extraction as well as DNA or RNA extraction process for the specific sample by demonstrating detection of an inoculated organism within defined process parameters. The spike needs to be detected to validate a negative sample process result. Non-Template Control (NTC): Containing all PCR reagents but no target DNA, RNA or IAC nucleic acids. This is also called a blank. Water or buffer controls can serve as the NTC. The purpose of this control is to verify the quality (i.e., nucleic acid-free) of the materials used in the PCR process by demonstrating no detection of target DNA or RNA when it has not been added. Positive Amplification Control: DNA or RNA of one or more reference isolate for each primer target. The purpose of this control is to verify the quality of the materials and methods used in the PCR process by demonstrating detection of a standardized nucleic acid target within defined process parameters. Negative Amplification Control: DNA or RNA of one or more non-target reference isolate. The purpose of this control is to verify the quality (specificity) of the materials and methods used in the PCR process by demonstrating non-detection of standardized non-target DNA or RNA. Internal Amplification Control (IAC): Non-target DNA or RNA sequence present in the same sample reaction tube which is amplified simultaneously with the target sequence. Note: the use of an IAC may reduce the sensitivity of the target PCR. There are several options possible: a) IAC (DNA or RNA) is added after nucleic acid extraction, b) IAC (cells, particles) is added before nucleic acid extraction (“late spike”) or c) “early spike” (see: “spiking control” above). The purpose of this control is to demonstrate the quality of the materials used in PCR to indicate amplification conditions were met. This control validates a negative sample PCR result. 6