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NeuroPG: Open source software for optical pattern generation and data
acquisition
Benjamin W. Avants, Daniel B. Murphy, Joel A. Dapello and Jacob T. Robinson
Journal Name: Frontiers in Neuroengineering
ISSN: 1662-6443
Article type: Methods Article
Received on: 24 Sep 2014
Accepted on: 09 Feb 2015
Provisional PDF published on: 09 Feb 2015
Frontiers website link: www.frontiersin.org
Citation: Avants BW, Murphy DB, Dapello JA and Robinson JT(2015) NeuroPG:
Open source software for optical pattern generation and data
acquisition. Front. Neuroeng. 8:1. doi:10.3389/fneng.2015.00001
Copyright statement: © 2015 Avants, Murphy, Dapello and Robinson. This is an
open-access article distributed under the terms of the Creative
Commons Attribution License (CC BY). The use, distribution and
reproduction in other forums is permitted, provided the original
author(s) or licensor are credited and that the original
publication in this journal is cited, in accordance with accepted
academic practice. No use, distribution or reproduction is
permitted which does not comply with these terms.
This Provisional PDF corresponds to the article as it appeared upon acceptance, after rigorous
peer-review. Fully formatted PDF and full text (HTML) versions will be made available soon.
1This is a provisional file, not the final typeset article
NeuroPG: Open Source Software for Optical Pattern Generation and1
Data Acquisition2
Benjamin W. Avants1†
, Daniel B. Murphy1†
, Joel A. Dapello2
, Jacob T. Robinson1,3,4*
,3
1
Department of Electrical and Computer Engineering, Rice University, Houston, TX, USA4
2
Hampshire College, Amherst, MA, USA5
3
Department of Bioengineering, Rice University, Houston, TX, USA6
4
Department of Neuroscience, Baylor College of Medicine, Houston, TX, USA7
8
†These authors contributed equally to this work.9
* Correspondence: Jacob T. Robinson, Department of Electrical and Computer Engineering, Rice University, Houston,10
TX, 77005, USA11
jtrobinson@rice.edu12
Keywords: optogenetics, electrophysiology, software, pattern stimulation, imaging, DMD, Polygon400.13
14
Abstract15
Patterned illumination using a digital micromirror device (DMD) is a powerful tool for optogenetics.16
Compared to a scanning laser, DMDs are inexpensive and can easily create complex illumination17
patterns. Combining these complex spatiotemporal illumination patterns with optogenetics allows18
DMD-equipped microscopes to probe neural circuits by selectively manipulating the activity of many19
individual cells or many subcellular regions at the same time. To use DMDs to study neural activity,20
scientists must develop specialized software to coordinate optical stimulation patterns with the21
acquisition of electrophysiological and fluorescence data. To meet this growing need we have22
developed an open source optical pattern generation software for neuroscience - NeuroPG - that23
combines, DMD control, sample visualization, and data acquisition in one application. Built on a24
MATLAB platform, NeuroPG can also process, analyze, and visualize data. The software is25
designed specifically for the Mightex Polygon400; however, as an open source package, NeuroPG26
can be modified to incorporate any data acquisition, imaging, or illumination equipment that is27
compatible with MATLAB’s Data Acquisition and Image Acquisition toolboxes.28
29
1. Introduction30
31
Optogenetic techniques allow scientists to rapidly manipulate cellular activity by illuminating32
genetically encoded, light-sensitive proteins (Nagel et al. 2003; Boyden et al. 2005; Miesenböck33
2009; Zhang et al. 2007). Photostimulation of these proteins can affect many cellular behaviors34
including depolarization or hyperpolarization of the cellular membrane (Boyden et al. 2005; Zhang et35
al. 2007), gene regulation (Motta-Mena et al. 2014; H. Liu et al. 2012), and signaling pathway36
activity (Airan et al. 2009). One of the main advantages of optogenetics is the ability to modulate the37
activity of specific subsets of cells. For example, optogenetic techniques can target groups of38
genetically similar cells using cell-type-specific promoters (Kwan and Dan 2012; Palmer et al. 2011;39
Sohal et al. 2009; Cardin et al. 2010), or transgenic animals (Gradinaru et al. 2009; X. Liu et al.40
2012; Asrican et al. 2013). Even greater specificity is achieved by focusing light to the cell body or41
Avantset al. NeuroPG: Open source software for optical pattern generation and data acquisition
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This is a provisional file, not the final typeset article
sub-cellular structure (Oron et al. 2012; K. Wang et al. 2011; Smedemark-Margulies and Trapani42
2013;Hochbaum et al., 2014). In this way, scientists can modulate the precise spatiotemporal activity43
patterns of many individual cells in a localized region with the hope of revealing how information is44
processed in neural microcircuits (Kwan and Dan 2012; Silasi et al. 2013; Hooks et al. 2013).45
46
One of the main challenges for using optogenetics to study the roles of individual neurons in a47
neural network lies in generating the spatiotemporal pattern of illumination necessary to modulate48
specific combinations of single cells. The three main approaches to activate neurons with cellular49
resolution include scanning lasers (Oron et al. 2012; Paz et al. 2013; J. Wang, Hasan, and Seung50
2009), spatial phase modulation (Smedemark-Margulies and Trapani 2013; Shoham 2010), and51
digital mirror devices (DMDs) (Smedemark-Margulies and Trapani 2013; Packer, Roska, and52
Häusser 2013; (Hochbaum et al., 2014; Leifer, Fang-Yen, Gershow, Alkema, & Samuel, 2011)).53
Each approach has unique advantages. Scanning lasers deliver the entire source power to a small54
focal spot, making this approach ideal for multiphoton microscopy. Because the focal spot is55
typically much smaller than the cell body, to efficiently stimulate neural activity the beam is often56
scanned rapidly over the cell body (Smedemark-Margulies and Trapani 2013; K. Wang et al. 2011).57
However, since the laser can typically only illuminate one location at a time, it is difficult to activate58
combinations of individual neurons simultaneously. One approach to illuminate many spots59
simultaneously employs spatial phase modulation (SPM) to form multiple focal points for a single60
laser (Reutsky-Gefen et al. 2013; Andrasfalvy et al. 2010). The main advantage of the spatial phase61
modulation is the ability to focus a laser to arbitrary points in 3D; however, the power at each focal62
point decreases with the number of focal spots, limiting the total number of neurons that can be63
simultaneously activated (Peron and Svoboda 2011). As an alternative to laser-based systems, DMDs64
can simultaneously illuminate hundreds of thousands of points simultaneously (limited by the pixel65
count of the DMD). Furthermore, because the power is distributed equally to each mirror, the power66
delivered to each point is independent of the number of points illuminated. The drawbacks of DMDs67
compared to scanning lasers and phase modulation include higher black levels of illumination68
(typically some light reaches the sample when the mirrors are switched to the off state), and lower69
power at each point since each mirror uses only a fraction of the source power. Regardless of these70
drawbacks, DMDs can effectively stimulate neurons expressing ChR2 (Farah, Reutsky, & Shoham,71
2007; Zhu, Fajardo, Shum, Zhang Schärer, & Friedrich, 2012) and cost significantly less than laser-72
based systems. For example, most microscopes can be upgraded to incorporate DMD illumination for73
less than $10,000. Considering the many advantages of DMD illumination we developed the74
NeuroPG software suite to streamline DMD-based optogenetic experiments.75
The NeuroPG software we developed for DMD-based neural circuit studies combines and76
synchronizes optical pattern generation with image and electrophysiology data acquisition. While77
similar open source software exists for laser-scanning systems (Suter et al. 2010), we found no open78
source solution for automating DMD illumination and neural data acquisition. In an effort to reduce79
the software development time for labs interested in a low cost method for spatiotemporal80
manipulation of neural circuit activity, we developed our flexible software platform to combine the81
control and coordination of both the stimulation and acquisition hardware. As a DMD illumination82
device we chose the Polygon 400 DMD from Mightex since it can be configured with up to three83
different LEDs and easily adapted to most commercial microscopes.84
The NeuroPG software consists of independent software control modules that can be easily85
modified and expanded. As an example, we have developed several routines to aid with neural circuit86
mapping and have included these routines in the software package. Specifically we have created tools87
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to define stimulation patterns and to automate simultaneous stimulation and data collection. Once a88
stimulation protocol is complete, NeuroPG automatically associates the measured responses with the89
corresponding stimulation region and presents this information graphically, so it may be easily90
reviewed in real-time. In addition to the graphical output, the raw data and metadata describing the91
parameters used for the routine are stored in separate files. To aid in subsequent data analysis,92
NeuroPG includes MatPad, a logging system that records details of the experimental protocols and93
allows the user to enter and edit notes. Also included is CameraWindow, a MATLAB based camera94
control suite that can be configured to any camera compatible with MATLAB’s Image Acquisition95
Toolbox. CameraWindow can run independently or alongside NeuroPG and provides controls and96
visualization tools useful for cell patching and image acquisition.97
98
2. Methods99
2.1. Web Site100
The nueroPG website can be found at https://github.com/RobinsonLab-Rice/NeuroPG. The site101
includes downloads and documentation for all related software. Any bugs or technical support issues102
should be reported through the website. Updates and support information will be posted as available.103
104
2.2. Software Development105
NeuroPG was developed and tested on computers running Windows 7 64-bit and Windows 8 64-bit106
and should work properly on any such system. Running NeuroPG on 32-bit systems is not107
recommended. NeuroPG has not been tested on computers running Linux or OSX.108
109
2.3. Hardware and Software Setup110
2.3.1. MATLAB111
NeuroPG runs in MATLAB (version 2012b and higher; Mathworks, Natick, MA, USA) as a112
collection of graphical user interfaces (GUIs), classes, and functions. It requires that the Image113
Acquisition Toolbox be installed for camera functionality. It also requires the Data Acquisition114
Toolbox for timing, triggering, and data acquisition.115
2.3.2. Workstation116
To run NeuroPG, a computer must have an interface with a data acquisition board (DAQ) either117
through PCI/PCIe expansion slots or via USB2/3 as required by the DAQ. For imaging, it must also118
connect to a compatible camera. It is strongly recommended to run a 64-bit version of Windows and119
have 8 GB or more of high speed RAM. It is also suggested that the workstation have more than one120
monitor so that image and data acquisition, as well as DMD-control can be viewed simultaneously on121
the desktop.122
2.3.3. Data acquisition hardware123
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Currently, only National Instruments (NI; Austin, TX, USA) DAQ hardware supporting session124
based control (NI-DAQmx drivers) is supported by NeuroPG. At least three analog input channels125
and one counter/timer output are required but do not need to be on the same device. NeuroPG was126
tested using the NI USB-6259 and the NI PCIe-63321 X Series.127
2.3.4. Amplifier128
nueroPG has been tested using Axon Instruments Multiclamp 700B amplifiers but should be129
compatible with any electrophysiology amplifier with analog output signals that can interface with an130
NI DAQ module. Scaling of data signals can be done manually within nueroPG so that signal values131
match actual data values.132
133
2.3.5. Camera134
NeuroPG, through CameraWindow, supports any camera compatible with the Image Acquisition135
Toolbox. To control specific camera properties within CameraWindow, the user must generate a136
configuration file specific to the camera in use. This can be done manually or with the included137
NeuroPG configuration tool. Example configuration files are available on the website.138
139
2.3.6. Digital micromirror device140
The Mightex Polygon400 (Mightex, Toronto, Ontario, Canada) is currently the only supported DMD;141
however, the basic pattern generation and triggering routines are not specific to the Polygon400142
hardware. Because NeuroPG accesses the Polygon400 through a MATLAB class any device with a143
MATLAB control class can be adapted for use with NeuroPG. Creating a MATLAB control class144
requires access to the device’s software development kit (SDK) and serves as a wrapper that enables145
MATLAB to interact with the device through its drivers. Because of the differences between DMD146
systems and their SDKs, we cannot guarantee that all the NeuroPG functions will be compatible with147
other DMD systems. However NeuroPG can in principle be used with any DMD system that has an148
SDK by writing similar MATLAB control classes. These control classes will be hosted on the149
NeuroPG GitHub repository as they become available.150
151
2.3.7. Rat Hippocampal Cell Culture152
All animal experiments described were carried out in accordance with the National Institutes of153
Health Guidelines for the Care and Use of Laboratory Animals. Neurons were cultured on an154
astrocyte feeder layer as described in various protocols, with minor modifications (Albuquerque et al,155
2009; Brewer et al, 1993). Both cell types were derived from hippocampal tissue from E18 Sprague156
Dawley rats that was purchased from BrainBits, LLC. Astrocyte cultures were established by157
growing cells from dissociated hippocampal tissue in NbAstro medium (BrainBits). Astrocytes were158
harvested with Tryple (Life Technologies) and plated on PDL-coated 12 mm coverslips at a density159
of 5,000 cells/mm2
. E18 hippocampal neurons (BrainBits, LLC) were plated on astrocyte substrate at160
a density of 10,000 cells/mm2
in NbActiv1 medium supplemented with 3% fetal bovine serum. 50%161
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of the medium was replaced with fresh medium every 3-4 days. Experiments described herein were162
performed at DIV 7-14.163
164
2.3.8. Lentiviral transduction165
Neuron cultures were transduced with Lenti GFP-ChR2 lentivirus purchased from UNC Vector Core166
(Chapel Hill, NC). Transductions were performed at 0 DIV at 25 MOI, based on concentration of167
lentivirus stock provided by UNC Vector Core.168
169
3. Results and Discussion: Description of the software170
3.1. Overview171
To demonstrate how NeuroPG can be used for neuroscience experiments that require coordinated172
DMD stimulation and electrical recording, we mapped the response of cultured rat hippocampal173
neurons to optical stimulus at different locations. The hardware configuration for this experiment is174
shown in Figure 1. NeuroPG runs on a Dell desktop computer and communicates with a Hamamatsu175
ORCA-03G camera, an NI USB-6259, two patch clamp headstages, an amplifier, and the Mightex176
Polygon400 DMD.177
178
For our example experiment, NeuroPG generated grid patterns with increasing resolution, stimulated179
an E18 rat primary hippocampal neuron transduced with Lenti GFP-ChR2, and generated heat maps180
based on the magnitude of the resulting depolarization as measured with whole-cell patch clamp181
electrophysiology. With minor changes to the code or an imported evaluation function, heat maps182
could alternatively be generated based on hyperpolarization or firing rate. Instructions for generating183
custom evaluation functions are posted in the documentation available in the NeuroPG GitHub code184
repository. The experiment is discussed further in Section 3.3 and the final heat maps can be seen in185
Figure 5.186
187
3.1.1. Pattern Generation188
NeuroPG offers users two methods to define the regions of interest (ROIs) for illumination. Manual189
pattern generation allows the user to design ROIs of variable size and shape using simple graphic190
editing tools. Alternatively, patterns can be designed via the SmartGrid tool segments the entire field191
of view into user-defined rectangles. ROIs are independent of one another and can be composed of192
any combination or number of DMD pixels. Currently, SmartGrid only generates non-overlapping193
ROIs but overlapping ROIs can be easily created with the built-in manual ROI generation tool. It is194
important to note that with most DMD spatial light modulators the optical stimuli will be in focus in195
the focal plane of the objective lens. To change the depth of the stimulus one can raise or lower the196
objective lens.197
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Manual Generation198
Manual pattern generation allows the user to define ROIs as rectangular regions, elliptical regions, or199
vertex specified polygons. Regions are defined graphically in an intuitive click-and-drag style on top200
of an image specified by the user. In conjunction with CameraWindow or other microscope imaging201
software, an image of a sample can be captured and used as a reference for manually creating these202
regions (Figure 2). Based on the user-defined ROIs NeuroPG then creates pattern masks and uploads203
these masks to the DMD onboard memory.204
205
SmartGrid Generation206
The SmartGrid pattern generator allows the user to quickly divide the visible area of the microscope207
into regularly shaped rectangular regions. After loading a background image, the entire field of view208
is designated as a single region. This region can be divided into a user specified grid where each grid209
element can be subdivided to the pixel limit of the DMD. Any adjacent regions may also be210
combined to form a larger single region. Any number of regions in the SmartGrid can be selected and211
exported as patterns for the DMD. The user can also choose to export selected regions as a grouped212
pattern, allowing for simultaneous stimulation of non-adjacent areas (Figure 3).213
214
3.1.2. Pattern projection and real time analysis215
Manual mode216
nueroPG allows the user to set Polygon400 parameters, load patterns, start or stop pattern sequences,217
and trigger the next pattern manually all within the GUI. The user can also manually start and stop218
data recording. Manual control gives the user the most flexibility in controlling the parameters of the219
experiment. However, because the parameters can be varied throughout an experiment NeuroPG does220
not currently have any automated routines for analyzing or plotting data recorded during manual221
control.222
AutoStim mode223
Once a user has defined at least one stimulation pattern, the AutoStim function can automate the224
process of stimulating the sample and acquiring data. AutoStim initializes the DMD’s settings and225
places it into external trigger mode. AutoStim then uploads the stimulation patterns in the list and226
coordinates triggering and data acquisition. Timing for the routine is controlled by the real-time clock227
in the DAQ board to ensure accuracy and precision. Once the stimulation routine has finished,228
AutoStim saves parameters, patterns, and recorded data to a user-specified file. AutoStim229
automatically associates sections of the electrophysiological data recorded during the stimulation230
routine with their respective stimulation patterns based on the output trigger of the DMD. The231
stimulation patterns and associated data can be then passed to the HeatMap visualization tool. In232
AutoStim mode NeuroPG generates a TTL signal that precedes the illumination of each ROI. This233
TTL signal triggers the DMD and can be split and routed to other systems such as pClamp or234
automated stages to trigger other events related to the stimulus. The time between the trigger signal235
and the beginning of stimulation can be adjusted with the Trig Delay property of the DMD to allow236
for external systems to prepare for each stimulus.237
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PairedStim mode238
The PairedStim routine facilitates the investigation of time-dependent processes by illuminating two239
patterns with a specified delay between exposures. To initialize PairedStim, the user specifies two240
stimulation patterns and the latency between the stimuli. The two patterns can be identical,241
independent, or partially overlapping. PairedStim then generates the necessary patterns and settings242
for the stimulation and uploads this data to the DMD. After PairedStim has executed the routine the243
recorded data is automatically analyzed and plotted.244
HeatMap245
Included in NeuroPG is a tool that associates collected data with the corresponding stimulation246
region, evaluates the data, and presents it graphically as a heat map. The default evaluation function247
plots the maximum depolarization following stimulation. This function identifies the stimulation248
periods in the data using the DMD output trigger signal and then calculates the difference between249
the maximum membrane potential within a user-specified time window following stimulation and the250
average membrane potential prior to stimulation (Figure 4). The regions are mapped onto an area251
corresponding to the field of view and the alpha values (or color intensity values) of each region are252
set according to the determined “heat” value. Right clicking any region will open a plot of the253
electrophysiology waveforms used to calculate the “heat” for that particular region. The function254
used to evaluate the “response magnitude” can easily be changed as described in Customizing255
Evaluation Functions. Heat maps that are saved as MATLAB figure files will retain all data and256
functionality when opened by any instance of MATLAB that has access to the HeatMapBDF257
function.258
259
3.2. Example 1: Heat map generation260
One of the advantages of DMD illumination is simple control of the illumination spot size and261
position. As an example, we used NeuroPG to measure and plot the magnitude of the depolarization262
as a function of illumination position using a coarse and fine grid size. Adaptive sampling based on263
the ability to increase the sampling resolution may help to efficiently identify ROIs that have specific264
influence on neural cells or circuits. To demonstrate our ability to generate heat maps at different265
resolutions, we used dissociated hippocampal neurons from E18 Sprague Dawley rats, transduced266
with Lentivirus-ChR2-GFP-CamKII (Boyden et al. 2005) and cultured on hippocampal astrocytes267
from E18 Sprague Dawley rats. We located a GFP positive neuron using fluorescence microscopy268
and recorded the transmembrane potential using the whole-cell patch clamp method in current clamp269
mode. Using SmartGrid, we then divided the field of view into regular rectangular patterns that were270
exported to the Pattern List and randomized. We then used AutoStim to stimulate each of the ROIs in271
a randomized order and collect the corresponding electrophysiology data. Once the stimulation was272
complete, AutoStim divided the recording into sections associated with each ROI and exported the273
data to HeatMap. To remove any artifacts related to spontaneous activity, we used a simple algorithm274
in HeatMap to scan for regions that contained spontaneous action potentials that overlapped periods275
of stimulation and discarded those data. As described in the previous section, HeatMap’s default276
evaluation function calculated the local baseline membrane potential and determined the “heat” value277
based on the maximum depolarization relative to this local baseline. The function then generated a278
figure from this data by coloring each pattern’s area according to the heat value (Figure 5). Selecting279
any ROI in this figure generates a plot of the data used to calculate that region’s heat value. This280
interactive feature allows the user to easily examine the waveform of specific ROIs. Over the course281
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of this experiment, NeuroPG automatically saved the raw recorded data, the patterns used for the282
stimulation, the parameters used in all the evaluation functions, an image of the HeatMap figure, and283
the interactive MATLAB figure itself.284
285
3.3. Example 2: Dendritic integration286
Another advantage of DMD illumination is the ability to simultaneously illuminate multiple287
arbitrarily shaped ROIs. For example, stimulating two regions within the dendritic arbor can reveal288
how those currents sum at the cell body. To demonstrate how NeuroPG can be used to study289
dendritic integration we used dissociated E18 rat hippocampal neurons transduced with the Lenti-290
ChR2-GFP-CaMKII as discussed above. Using manual ROI generation, we targeted two non-291
overlapping segments of a single dendritic branch. We then stimulated each ROI both individually292
and together and measured the resulting depolarization at the cell body using whole cell patch-clamp293
electrophysiology. The results of these measurements are shown in Figure 6. In this case, we found294
that stimulating the two ROIs together resulted in a depolarization that was larger than the summed295
depolarization resulting from individual ROI stimulation. This ability to simultaneously illuminate296
complex spatial patterns makes NeuroPG well suited to study the electrical properties of dendrites297
and dendritic integration.298
299
3.4. Customizing Evaluation Functions300
We have written the NeuroPG data processing and evaluation functions to allow easy modification301
and support a variety of experiments. In particular the HeatMap tool is designed to allow users to302
create as many of their own evaluation functions as they would like. These functions must follow a303
general template but may have variable numbers and types of input parameters. The template304
specifies the structure of input parameters and the way in which HeatMap queries the function to305
learn what parameters need to be passed. An example function using the template is included with the306
NeuroPG package to facilitate customization. In this way, data collected from an experiment may be307
processed and visualized using multiple, customizable evaluation methods. For example, the heat308
maps may be based on the maximum depolarization, latency, or rise time. While the default309
visualization is a heat map, this visualization can be easily modified by the user to best represent their310
data.311
312
3.5. Peripheral Functionality313
3.5.1. CameraWindow314
CameraWindow is a microscope camera visualization and control utility designed to control any315
camera compatible with the Image Acquisition Toolbox. It was designed with cell patching in mind316
and includes a marker that can be repositioned in the camera window by simply right clicking the317
desired position. It also has digital 2x and 4x zoom that centers the image wherever the mouse is318
clicked. CameraWindow provides a histogram of image intensity and allows for auto or manual319
scaling of image intensity in both grayscale and color modes. The user can easily switch between320
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viewing a sample in bright field and in fluorescence by clicking a radio button. Fluorescence mode321
changes the exposure and contrast settings to user specified values to enhance low light visualization.322
Changing back to bright field mode restores the settings to their previous state. The Snapshot323
functionality allows the user to capture images in one of two ways. In brightfield mode, the raw324
image data is captured using the current settings of the camera. In fluorescent mode, CameraWindow325
uses a short exposure time to display the live camera image, but switches to a longer exposure time to326
capture the raw image data. This allows the user to view their sample at a higher frame rate during327
focusing and positioning and then capture images with longer exposure times. In either mode, the328
image data is written to a tif file that is named by appending an incrementing number to the specified329
file name. The user can also display captured images in one of two ways. New images can be330
displayed by either creating a new window for each image or stacked on top one another in the same331
window. Stacked images can be cycled through by mouse click and can be used as time-lapse videos332
or for comparing bright field and fluorescence images. Stacked images are still saved as individual tif333
files, not tif stacks. CameraWindow also has a video capture function. When the video button is334
clicked, video frames are captured from the visualization window and stored in a buffer until system335
RAM is 90% full or the video button is clicked again. The captured frames are then saved to disk as336
uncompressed AVI files named with the specified name. CameraWindow tracks the amount of337
available system RAM and calculates approximately how many seconds of video may be captured at338
any point in time. Any number of camera properties can be adjusted from the CameraWindow339
control window. The number of camera properties and order with which they appear is specified in340
the configuration file. The configuration file can be edited manually or through the included341
configuration functions. The exposure and contrast properties will always appear at the beginning of342
the property list if they are defined for the camera.343
344
3.5.2. MatPad345
MatPad is a logging and note utility that NeuroPG uses to log events. MatPad logs changes to346
NeuroPG settings, as well as the parameters for AutoStim, PairedStim, and all pattern generation347
methods. MatPad also allows the user to enter their own notes in the log, remove lines from the log,348
or edit the text of the log directly. The log file name and path are user specified and can be saved in349
the configuration file or changed manually. If MatPad is directed to use a log file that already exists,350
it will append new entries into the file without changing any previous data. MatPad is designed to351
minimizes data loss due to unexpected crashes, shutdowns, or failures by regularly saving the log file352
to disk. Log files are saved as txt files and can be viewed or edited in any text editor.353
354
3.6. Installation and Set Up355
The current version of NeuroPG along with download and installation instructions can be found on356
the NeuroPG website. It is distributed as open-source software under the GNU General Public357
License version 3.0 (GPL-3.0).358
Software is included with NeuroPG that will automatically generate the configuration file required359
for each workstation. It is comprised of four configuration utilities that allow the user to specify360
default settings and parameters. The utilities for configuring DAQ hardware and cameras will auto-361
detect available hardware and settings for devices present on the workstation and allow the user to362
customize how these devices are utilized. All NeuroPG settings are stored in a single file that may be363
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edited manually by the user. Settings are stored in MATLAB mat file format to allow for easy access364
and editing. Detailed instructions for editing the file manually are included in the documentation365
provided on the website.366
367
4. Software Architecture Discussion for Developers368
The NeuroPG platform is modular and uses an object oriented programming approach. Each369
interfaced piece of hardware is realized within the software as its own object, allowing it to be370
accessed and controlled by multiple modules without conflict. This means that MATLAB functions371
which are not native to the NeuroPG platform can share the system’s resources, allowing for372
customized expansion of NeuroPG’s functionality. NeuroPG is also designed to be event driven. This373
allows multiple tasks to run in tandem without blocking thereby enabling the user to run their own374
functions or operations while NeuroPG is active. The event driven design also allows NeuroPG to375
adjust camera settings or record video while patterns are being stimulated and data is recorded. The376
extent to which tasks may be run in parallel is impacted by the hardware capability of the computer377
and resource intensive operations like saving large amounts of data to disk. Because of this, timing378
and signaling are handled by the DAQ hardware, ensuring precision for both pattern stimulation and379
data recording. Memory management is carefully handled within NeuroPG using a combination of380
shared data structures, persistent variables, and class properties. The approach for memory381
management is designed to reduce redundant data and prevent unnecessary copying or relocation,382
and is built around MATLAB’s memory management system. Data processing takes advantage of383
MATLAB’s optimized vector mathematics algorithms to minimize processing time and memory384
usage. Data recorded during a stimulation routine is kept in pre-allocated buffers within system385
memory and written to disk only once the routine is complete. These techniques make NeuroPG386
robust and reliable, with the primary goal of ensuring the accuracy and reliability of experimental387
data.388
389
5. Conclusion390
The flexibility, speed and usability built in to our NeuroPG software package in combination with391
any DMD-equipped microscope provides a powerful platform to support experiments using any392
variety of proteins from the optogenetic toolkit (Smedemark-Margulies and Trapani 2013).393
Specifically the real-time data analysis and visualization as well as flexible stimulation routines allow394
NeuroPG to improve experimental efficiency for many optogenetic experiments. NeuroPG is395
currently configured to record two analog electrical signals but could be modified to accept more396
input channels. The output from any device that can be encoded as an analog voltage signal (e.g.397
MultiElectrode Arrays, photodetectors collecting bulk fluorescence) could take the place of patch398
clamp electrophysiology in our example implementation of NeuroPG.. While we have discussed399
neural circuit studies and dendritic integration as potential applications, because NeuroPG can be400
easily modified to support a vast array of applications, we see this software toolkit as a key building401
block for the general optogenetic community.402
403
6. Acknowledgement404
Avantset al. NeuroPG: Open source software for optical pattern generation and data acquisition
11
This is a provisional file, not the final typeset article
This work was supported in part by NSF-1308014. We thank Eva Dyer, Caleb Kemere, Xaq Pitkow,405
and Behnaam Aazhang for useful discussions. We thank Marissa Garcia, Alice Xie, Erin Anderson406
and Martin Bell for technical assistance with neuron and glial cell culture. We thank Joe Duman and407
other members of the Kim Tolias group for advice regarding neuron cell culture and lentiviral408
transduction protocols. We thank Miles Li and his technical support team at Mightex Corporation for409
providing the Polygon400 digital micromirror device, the SDK (software development kit) which410
was incorporated into NeuroPG as well as helpful discussions throughout the development of411
NeuroPG. Finally, we thank Ken Reese at BrainBits for advising on cell culture protocols and Tal412
Kafri and his group at the UNC Vector Core for providing the purified lentivirus and for advising on413
lentiviral transduction protocols.414
415
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524
8. Figure legends525
Figure 1: Connection Diagram for the example procedures discussed in this paper. The DMD526
output trigger and the signal measured by the head stage are recorded as analog signals by the DAQ527
to facilitate precise temporal alignment between stimulation and response in the experiment. The528
DAQ signals the DMD using timed TTL pulses as configured by NeuroPG. All connections with529
NeuroPG are bi-directional, digital signals. The blue beam represents excitation light reflecting off530
the DMD and the green beam represents light fluorescently emitted from the sample.531
Figure 2: Manual Pattern Generation. ROIs are manually defined as overlays on an image of the532
field of view that will be stimulated. (A) Screenshot of circular, rectangular and spline ROIs,533
manually defined by drawing on top of the acquired image. (B) Screenshot of the main window of534
NeuroPG, which is updated with the list of ROIs defined in panel A535
Avantset al. NeuroPG: Open source software for optical pattern generation and data acquisition
15
This is a provisional file, not the final typeset article
Figure 3: SmartGrid Pattern Generation. A grid of ROIs is generated based on user-defined grid536
dimensions (number of rows and columns – highlighted in panel B) and the grid is overlaid on an537
image of the field of view to be stimulated. SmartGrid can subdivide any of the selected ROIs into a538
smaller grid based on user-defined dimensions. Selected regions can be uploaded to the DMD,539
merged or further subdivided. Selected ROIs appear in green, unselected ROIs appear in red.540
Figure 4: Real-time HeatMap Analysis. The HeatMap tool visualizes the magnitude of the541
neuron’s depolarization in response to optical stimulation. Patterns that cause a large depolarization542
within the stimulation window appear as a “hot spots”. (A) Screenshot of SmartGrid being used to543
generate a grid of patterns. Inset: illustration of how the heat value is calculated. Baseline is544
calculated from the signal preceding the stimulation period and compared to the maximum545
depolarization within a user-specified time interval, Δt, following stimulation. (B) Screenshot of546
HeatMap GUI; if the user clicks on an ROI in the heat map (highlighted in magenta) a figure, (C),547
appears with a plot of the waveform of the selected ROI.548
Figure 5: Coarse and fine heat mapping. To demonstrate how NeuroPG can perform both coarse549
and fine sampling of neuronal responses we used the built-in HeatMap function of NeuroPG to map550
the magnitude of the depolarization resulting from patterned optical stimulation of rat hippocampal551
neuron expressing ChR2-GFP (not shown) and backfilled with AlexaFluor 594 (black). To prevent552
action potentials from dwarfing subthreshold depolarization any depolarization greater than 30 mV is553
plotted as a 30 mV maximum response. Heat maps generated using SmartGrid and HeatMap: (A) 3x3554
grid with each ROI having dimensions of 724µm x 551µm, (B) 9x9 grid with each ROI having555
dimensions of 241 µm x 184 µm, and (C) a 6x6 grid with each ROI having dimensions of 80 µm x 61556
µm. Scale bars are 100 µm. Color bar units are in mV.557
Figure 6: Subcellular dendritic stimulation. (A) Neuron expressing ChR2-GFP was stimulated by558
with blue light (470 nm) illumination with patterns I (magenta) and II (cyan) for 20 ms (blue bar).559
(B) The depolarization in response to stimulation was recorded by whole cell patch-clamp560
electrophysiology. The depolarization in response to stimulating two ROIs simultaneously (solid561
black I & II) is greater than the summed depolarization of I and II stimulated individually (dashed562
black I + II). Data is averaged from three trials; scale bars: A: 25 um, B: 4 mV and 20 ms.563
Figure 1.TIF
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NeuroPG - Open source software for optical pattern generation and data acquisition

  • 1. NeuroPG: Open source software for optical pattern generation and data acquisition Benjamin W. Avants, Daniel B. Murphy, Joel A. Dapello and Jacob T. Robinson Journal Name: Frontiers in Neuroengineering ISSN: 1662-6443 Article type: Methods Article Received on: 24 Sep 2014 Accepted on: 09 Feb 2015 Provisional PDF published on: 09 Feb 2015 Frontiers website link: www.frontiersin.org Citation: Avants BW, Murphy DB, Dapello JA and Robinson JT(2015) NeuroPG: Open source software for optical pattern generation and data acquisition. Front. Neuroeng. 8:1. doi:10.3389/fneng.2015.00001 Copyright statement: © 2015 Avants, Murphy, Dapello and Robinson. This is an open-access article distributed under the terms of the Creative Commons Attribution License (CC BY). The use, distribution and reproduction in other forums is permitted, provided the original author(s) or licensor are credited and that the original publication in this journal is cited, in accordance with accepted academic practice. No use, distribution or reproduction is permitted which does not comply with these terms. This Provisional PDF corresponds to the article as it appeared upon acceptance, after rigorous peer-review. Fully formatted PDF and full text (HTML) versions will be made available soon.
  • 2. 1This is a provisional file, not the final typeset article NeuroPG: Open Source Software for Optical Pattern Generation and1 Data Acquisition2 Benjamin W. Avants1† , Daniel B. Murphy1† , Joel A. Dapello2 , Jacob T. Robinson1,3,4* ,3 1 Department of Electrical and Computer Engineering, Rice University, Houston, TX, USA4 2 Hampshire College, Amherst, MA, USA5 3 Department of Bioengineering, Rice University, Houston, TX, USA6 4 Department of Neuroscience, Baylor College of Medicine, Houston, TX, USA7 8 †These authors contributed equally to this work.9 * Correspondence: Jacob T. Robinson, Department of Electrical and Computer Engineering, Rice University, Houston,10 TX, 77005, USA11 jtrobinson@rice.edu12 Keywords: optogenetics, electrophysiology, software, pattern stimulation, imaging, DMD, Polygon400.13 14 Abstract15 Patterned illumination using a digital micromirror device (DMD) is a powerful tool for optogenetics.16 Compared to a scanning laser, DMDs are inexpensive and can easily create complex illumination17 patterns. Combining these complex spatiotemporal illumination patterns with optogenetics allows18 DMD-equipped microscopes to probe neural circuits by selectively manipulating the activity of many19 individual cells or many subcellular regions at the same time. To use DMDs to study neural activity,20 scientists must develop specialized software to coordinate optical stimulation patterns with the21 acquisition of electrophysiological and fluorescence data. To meet this growing need we have22 developed an open source optical pattern generation software for neuroscience - NeuroPG - that23 combines, DMD control, sample visualization, and data acquisition in one application. Built on a24 MATLAB platform, NeuroPG can also process, analyze, and visualize data. The software is25 designed specifically for the Mightex Polygon400; however, as an open source package, NeuroPG26 can be modified to incorporate any data acquisition, imaging, or illumination equipment that is27 compatible with MATLAB’s Data Acquisition and Image Acquisition toolboxes.28 29 1. Introduction30 31 Optogenetic techniques allow scientists to rapidly manipulate cellular activity by illuminating32 genetically encoded, light-sensitive proteins (Nagel et al. 2003; Boyden et al. 2005; Miesenböck33 2009; Zhang et al. 2007). Photostimulation of these proteins can affect many cellular behaviors34 including depolarization or hyperpolarization of the cellular membrane (Boyden et al. 2005; Zhang et35 al. 2007), gene regulation (Motta-Mena et al. 2014; H. Liu et al. 2012), and signaling pathway36 activity (Airan et al. 2009). One of the main advantages of optogenetics is the ability to modulate the37 activity of specific subsets of cells. For example, optogenetic techniques can target groups of38 genetically similar cells using cell-type-specific promoters (Kwan and Dan 2012; Palmer et al. 2011;39 Sohal et al. 2009; Cardin et al. 2010), or transgenic animals (Gradinaru et al. 2009; X. Liu et al.40 2012; Asrican et al. 2013). Even greater specificity is achieved by focusing light to the cell body or41
  • 3. Avantset al. NeuroPG: Open source software for optical pattern generation and data acquisition 2 This is a provisional file, not the final typeset article sub-cellular structure (Oron et al. 2012; K. Wang et al. 2011; Smedemark-Margulies and Trapani42 2013;Hochbaum et al., 2014). In this way, scientists can modulate the precise spatiotemporal activity43 patterns of many individual cells in a localized region with the hope of revealing how information is44 processed in neural microcircuits (Kwan and Dan 2012; Silasi et al. 2013; Hooks et al. 2013).45 46 One of the main challenges for using optogenetics to study the roles of individual neurons in a47 neural network lies in generating the spatiotemporal pattern of illumination necessary to modulate48 specific combinations of single cells. The three main approaches to activate neurons with cellular49 resolution include scanning lasers (Oron et al. 2012; Paz et al. 2013; J. Wang, Hasan, and Seung50 2009), spatial phase modulation (Smedemark-Margulies and Trapani 2013; Shoham 2010), and51 digital mirror devices (DMDs) (Smedemark-Margulies and Trapani 2013; Packer, Roska, and52 Häusser 2013; (Hochbaum et al., 2014; Leifer, Fang-Yen, Gershow, Alkema, & Samuel, 2011)).53 Each approach has unique advantages. Scanning lasers deliver the entire source power to a small54 focal spot, making this approach ideal for multiphoton microscopy. Because the focal spot is55 typically much smaller than the cell body, to efficiently stimulate neural activity the beam is often56 scanned rapidly over the cell body (Smedemark-Margulies and Trapani 2013; K. Wang et al. 2011).57 However, since the laser can typically only illuminate one location at a time, it is difficult to activate58 combinations of individual neurons simultaneously. One approach to illuminate many spots59 simultaneously employs spatial phase modulation (SPM) to form multiple focal points for a single60 laser (Reutsky-Gefen et al. 2013; Andrasfalvy et al. 2010). The main advantage of the spatial phase61 modulation is the ability to focus a laser to arbitrary points in 3D; however, the power at each focal62 point decreases with the number of focal spots, limiting the total number of neurons that can be63 simultaneously activated (Peron and Svoboda 2011). As an alternative to laser-based systems, DMDs64 can simultaneously illuminate hundreds of thousands of points simultaneously (limited by the pixel65 count of the DMD). Furthermore, because the power is distributed equally to each mirror, the power66 delivered to each point is independent of the number of points illuminated. The drawbacks of DMDs67 compared to scanning lasers and phase modulation include higher black levels of illumination68 (typically some light reaches the sample when the mirrors are switched to the off state), and lower69 power at each point since each mirror uses only a fraction of the source power. Regardless of these70 drawbacks, DMDs can effectively stimulate neurons expressing ChR2 (Farah, Reutsky, & Shoham,71 2007; Zhu, Fajardo, Shum, Zhang Schärer, & Friedrich, 2012) and cost significantly less than laser-72 based systems. For example, most microscopes can be upgraded to incorporate DMD illumination for73 less than $10,000. Considering the many advantages of DMD illumination we developed the74 NeuroPG software suite to streamline DMD-based optogenetic experiments.75 The NeuroPG software we developed for DMD-based neural circuit studies combines and76 synchronizes optical pattern generation with image and electrophysiology data acquisition. While77 similar open source software exists for laser-scanning systems (Suter et al. 2010), we found no open78 source solution for automating DMD illumination and neural data acquisition. In an effort to reduce79 the software development time for labs interested in a low cost method for spatiotemporal80 manipulation of neural circuit activity, we developed our flexible software platform to combine the81 control and coordination of both the stimulation and acquisition hardware. As a DMD illumination82 device we chose the Polygon 400 DMD from Mightex since it can be configured with up to three83 different LEDs and easily adapted to most commercial microscopes.84 The NeuroPG software consists of independent software control modules that can be easily85 modified and expanded. As an example, we have developed several routines to aid with neural circuit86 mapping and have included these routines in the software package. Specifically we have created tools87
  • 4. Avantset al. NeuroPG: Open source software for optical pattern generation and data acquisition 3 This is a provisional file, not the final typeset article to define stimulation patterns and to automate simultaneous stimulation and data collection. Once a88 stimulation protocol is complete, NeuroPG automatically associates the measured responses with the89 corresponding stimulation region and presents this information graphically, so it may be easily90 reviewed in real-time. In addition to the graphical output, the raw data and metadata describing the91 parameters used for the routine are stored in separate files. To aid in subsequent data analysis,92 NeuroPG includes MatPad, a logging system that records details of the experimental protocols and93 allows the user to enter and edit notes. Also included is CameraWindow, a MATLAB based camera94 control suite that can be configured to any camera compatible with MATLAB’s Image Acquisition95 Toolbox. CameraWindow can run independently or alongside NeuroPG and provides controls and96 visualization tools useful for cell patching and image acquisition.97 98 2. Methods99 2.1. Web Site100 The nueroPG website can be found at https://github.com/RobinsonLab-Rice/NeuroPG. The site101 includes downloads and documentation for all related software. Any bugs or technical support issues102 should be reported through the website. Updates and support information will be posted as available.103 104 2.2. Software Development105 NeuroPG was developed and tested on computers running Windows 7 64-bit and Windows 8 64-bit106 and should work properly on any such system. Running NeuroPG on 32-bit systems is not107 recommended. NeuroPG has not been tested on computers running Linux or OSX.108 109 2.3. Hardware and Software Setup110 2.3.1. MATLAB111 NeuroPG runs in MATLAB (version 2012b and higher; Mathworks, Natick, MA, USA) as a112 collection of graphical user interfaces (GUIs), classes, and functions. It requires that the Image113 Acquisition Toolbox be installed for camera functionality. It also requires the Data Acquisition114 Toolbox for timing, triggering, and data acquisition.115 2.3.2. Workstation116 To run NeuroPG, a computer must have an interface with a data acquisition board (DAQ) either117 through PCI/PCIe expansion slots or via USB2/3 as required by the DAQ. For imaging, it must also118 connect to a compatible camera. It is strongly recommended to run a 64-bit version of Windows and119 have 8 GB or more of high speed RAM. It is also suggested that the workstation have more than one120 monitor so that image and data acquisition, as well as DMD-control can be viewed simultaneously on121 the desktop.122 2.3.3. Data acquisition hardware123
  • 5. Avantset al. NeuroPG: Open source software for optical pattern generation and data acquisition 4 This is a provisional file, not the final typeset article Currently, only National Instruments (NI; Austin, TX, USA) DAQ hardware supporting session124 based control (NI-DAQmx drivers) is supported by NeuroPG. At least three analog input channels125 and one counter/timer output are required but do not need to be on the same device. NeuroPG was126 tested using the NI USB-6259 and the NI PCIe-63321 X Series.127 2.3.4. Amplifier128 nueroPG has been tested using Axon Instruments Multiclamp 700B amplifiers but should be129 compatible with any electrophysiology amplifier with analog output signals that can interface with an130 NI DAQ module. Scaling of data signals can be done manually within nueroPG so that signal values131 match actual data values.132 133 2.3.5. Camera134 NeuroPG, through CameraWindow, supports any camera compatible with the Image Acquisition135 Toolbox. To control specific camera properties within CameraWindow, the user must generate a136 configuration file specific to the camera in use. This can be done manually or with the included137 NeuroPG configuration tool. Example configuration files are available on the website.138 139 2.3.6. Digital micromirror device140 The Mightex Polygon400 (Mightex, Toronto, Ontario, Canada) is currently the only supported DMD;141 however, the basic pattern generation and triggering routines are not specific to the Polygon400142 hardware. Because NeuroPG accesses the Polygon400 through a MATLAB class any device with a143 MATLAB control class can be adapted for use with NeuroPG. Creating a MATLAB control class144 requires access to the device’s software development kit (SDK) and serves as a wrapper that enables145 MATLAB to interact with the device through its drivers. Because of the differences between DMD146 systems and their SDKs, we cannot guarantee that all the NeuroPG functions will be compatible with147 other DMD systems. However NeuroPG can in principle be used with any DMD system that has an148 SDK by writing similar MATLAB control classes. These control classes will be hosted on the149 NeuroPG GitHub repository as they become available.150 151 2.3.7. Rat Hippocampal Cell Culture152 All animal experiments described were carried out in accordance with the National Institutes of153 Health Guidelines for the Care and Use of Laboratory Animals. Neurons were cultured on an154 astrocyte feeder layer as described in various protocols, with minor modifications (Albuquerque et al,155 2009; Brewer et al, 1993). Both cell types were derived from hippocampal tissue from E18 Sprague156 Dawley rats that was purchased from BrainBits, LLC. Astrocyte cultures were established by157 growing cells from dissociated hippocampal tissue in NbAstro medium (BrainBits). Astrocytes were158 harvested with Tryple (Life Technologies) and plated on PDL-coated 12 mm coverslips at a density159 of 5,000 cells/mm2 . E18 hippocampal neurons (BrainBits, LLC) were plated on astrocyte substrate at160 a density of 10,000 cells/mm2 in NbActiv1 medium supplemented with 3% fetal bovine serum. 50%161
  • 6. Avantset al. NeuroPG: Open source software for optical pattern generation and data acquisition 5 This is a provisional file, not the final typeset article of the medium was replaced with fresh medium every 3-4 days. Experiments described herein were162 performed at DIV 7-14.163 164 2.3.8. Lentiviral transduction165 Neuron cultures were transduced with Lenti GFP-ChR2 lentivirus purchased from UNC Vector Core166 (Chapel Hill, NC). Transductions were performed at 0 DIV at 25 MOI, based on concentration of167 lentivirus stock provided by UNC Vector Core.168 169 3. Results and Discussion: Description of the software170 3.1. Overview171 To demonstrate how NeuroPG can be used for neuroscience experiments that require coordinated172 DMD stimulation and electrical recording, we mapped the response of cultured rat hippocampal173 neurons to optical stimulus at different locations. The hardware configuration for this experiment is174 shown in Figure 1. NeuroPG runs on a Dell desktop computer and communicates with a Hamamatsu175 ORCA-03G camera, an NI USB-6259, two patch clamp headstages, an amplifier, and the Mightex176 Polygon400 DMD.177 178 For our example experiment, NeuroPG generated grid patterns with increasing resolution, stimulated179 an E18 rat primary hippocampal neuron transduced with Lenti GFP-ChR2, and generated heat maps180 based on the magnitude of the resulting depolarization as measured with whole-cell patch clamp181 electrophysiology. With minor changes to the code or an imported evaluation function, heat maps182 could alternatively be generated based on hyperpolarization or firing rate. Instructions for generating183 custom evaluation functions are posted in the documentation available in the NeuroPG GitHub code184 repository. The experiment is discussed further in Section 3.3 and the final heat maps can be seen in185 Figure 5.186 187 3.1.1. Pattern Generation188 NeuroPG offers users two methods to define the regions of interest (ROIs) for illumination. Manual189 pattern generation allows the user to design ROIs of variable size and shape using simple graphic190 editing tools. Alternatively, patterns can be designed via the SmartGrid tool segments the entire field191 of view into user-defined rectangles. ROIs are independent of one another and can be composed of192 any combination or number of DMD pixels. Currently, SmartGrid only generates non-overlapping193 ROIs but overlapping ROIs can be easily created with the built-in manual ROI generation tool. It is194 important to note that with most DMD spatial light modulators the optical stimuli will be in focus in195 the focal plane of the objective lens. To change the depth of the stimulus one can raise or lower the196 objective lens.197
  • 7. Avantset al. NeuroPG: Open source software for optical pattern generation and data acquisition 6 This is a provisional file, not the final typeset article Manual Generation198 Manual pattern generation allows the user to define ROIs as rectangular regions, elliptical regions, or199 vertex specified polygons. Regions are defined graphically in an intuitive click-and-drag style on top200 of an image specified by the user. In conjunction with CameraWindow or other microscope imaging201 software, an image of a sample can be captured and used as a reference for manually creating these202 regions (Figure 2). Based on the user-defined ROIs NeuroPG then creates pattern masks and uploads203 these masks to the DMD onboard memory.204 205 SmartGrid Generation206 The SmartGrid pattern generator allows the user to quickly divide the visible area of the microscope207 into regularly shaped rectangular regions. After loading a background image, the entire field of view208 is designated as a single region. This region can be divided into a user specified grid where each grid209 element can be subdivided to the pixel limit of the DMD. Any adjacent regions may also be210 combined to form a larger single region. Any number of regions in the SmartGrid can be selected and211 exported as patterns for the DMD. The user can also choose to export selected regions as a grouped212 pattern, allowing for simultaneous stimulation of non-adjacent areas (Figure 3).213 214 3.1.2. Pattern projection and real time analysis215 Manual mode216 nueroPG allows the user to set Polygon400 parameters, load patterns, start or stop pattern sequences,217 and trigger the next pattern manually all within the GUI. The user can also manually start and stop218 data recording. Manual control gives the user the most flexibility in controlling the parameters of the219 experiment. However, because the parameters can be varied throughout an experiment NeuroPG does220 not currently have any automated routines for analyzing or plotting data recorded during manual221 control.222 AutoStim mode223 Once a user has defined at least one stimulation pattern, the AutoStim function can automate the224 process of stimulating the sample and acquiring data. AutoStim initializes the DMD’s settings and225 places it into external trigger mode. AutoStim then uploads the stimulation patterns in the list and226 coordinates triggering and data acquisition. Timing for the routine is controlled by the real-time clock227 in the DAQ board to ensure accuracy and precision. Once the stimulation routine has finished,228 AutoStim saves parameters, patterns, and recorded data to a user-specified file. AutoStim229 automatically associates sections of the electrophysiological data recorded during the stimulation230 routine with their respective stimulation patterns based on the output trigger of the DMD. The231 stimulation patterns and associated data can be then passed to the HeatMap visualization tool. In232 AutoStim mode NeuroPG generates a TTL signal that precedes the illumination of each ROI. This233 TTL signal triggers the DMD and can be split and routed to other systems such as pClamp or234 automated stages to trigger other events related to the stimulus. The time between the trigger signal235 and the beginning of stimulation can be adjusted with the Trig Delay property of the DMD to allow236 for external systems to prepare for each stimulus.237
  • 8. Avantset al. NeuroPG: Open source software for optical pattern generation and data acquisition 7 This is a provisional file, not the final typeset article PairedStim mode238 The PairedStim routine facilitates the investigation of time-dependent processes by illuminating two239 patterns with a specified delay between exposures. To initialize PairedStim, the user specifies two240 stimulation patterns and the latency between the stimuli. The two patterns can be identical,241 independent, or partially overlapping. PairedStim then generates the necessary patterns and settings242 for the stimulation and uploads this data to the DMD. After PairedStim has executed the routine the243 recorded data is automatically analyzed and plotted.244 HeatMap245 Included in NeuroPG is a tool that associates collected data with the corresponding stimulation246 region, evaluates the data, and presents it graphically as a heat map. The default evaluation function247 plots the maximum depolarization following stimulation. This function identifies the stimulation248 periods in the data using the DMD output trigger signal and then calculates the difference between249 the maximum membrane potential within a user-specified time window following stimulation and the250 average membrane potential prior to stimulation (Figure 4). The regions are mapped onto an area251 corresponding to the field of view and the alpha values (or color intensity values) of each region are252 set according to the determined “heat” value. Right clicking any region will open a plot of the253 electrophysiology waveforms used to calculate the “heat” for that particular region. The function254 used to evaluate the “response magnitude” can easily be changed as described in Customizing255 Evaluation Functions. Heat maps that are saved as MATLAB figure files will retain all data and256 functionality when opened by any instance of MATLAB that has access to the HeatMapBDF257 function.258 259 3.2. Example 1: Heat map generation260 One of the advantages of DMD illumination is simple control of the illumination spot size and261 position. As an example, we used NeuroPG to measure and plot the magnitude of the depolarization262 as a function of illumination position using a coarse and fine grid size. Adaptive sampling based on263 the ability to increase the sampling resolution may help to efficiently identify ROIs that have specific264 influence on neural cells or circuits. To demonstrate our ability to generate heat maps at different265 resolutions, we used dissociated hippocampal neurons from E18 Sprague Dawley rats, transduced266 with Lentivirus-ChR2-GFP-CamKII (Boyden et al. 2005) and cultured on hippocampal astrocytes267 from E18 Sprague Dawley rats. We located a GFP positive neuron using fluorescence microscopy268 and recorded the transmembrane potential using the whole-cell patch clamp method in current clamp269 mode. Using SmartGrid, we then divided the field of view into regular rectangular patterns that were270 exported to the Pattern List and randomized. We then used AutoStim to stimulate each of the ROIs in271 a randomized order and collect the corresponding electrophysiology data. Once the stimulation was272 complete, AutoStim divided the recording into sections associated with each ROI and exported the273 data to HeatMap. To remove any artifacts related to spontaneous activity, we used a simple algorithm274 in HeatMap to scan for regions that contained spontaneous action potentials that overlapped periods275 of stimulation and discarded those data. As described in the previous section, HeatMap’s default276 evaluation function calculated the local baseline membrane potential and determined the “heat” value277 based on the maximum depolarization relative to this local baseline. The function then generated a278 figure from this data by coloring each pattern’s area according to the heat value (Figure 5). Selecting279 any ROI in this figure generates a plot of the data used to calculate that region’s heat value. This280 interactive feature allows the user to easily examine the waveform of specific ROIs. Over the course281
  • 9. Avantset al. NeuroPG: Open source software for optical pattern generation and data acquisition 8 This is a provisional file, not the final typeset article of this experiment, NeuroPG automatically saved the raw recorded data, the patterns used for the282 stimulation, the parameters used in all the evaluation functions, an image of the HeatMap figure, and283 the interactive MATLAB figure itself.284 285 3.3. Example 2: Dendritic integration286 Another advantage of DMD illumination is the ability to simultaneously illuminate multiple287 arbitrarily shaped ROIs. For example, stimulating two regions within the dendritic arbor can reveal288 how those currents sum at the cell body. To demonstrate how NeuroPG can be used to study289 dendritic integration we used dissociated E18 rat hippocampal neurons transduced with the Lenti-290 ChR2-GFP-CaMKII as discussed above. Using manual ROI generation, we targeted two non-291 overlapping segments of a single dendritic branch. We then stimulated each ROI both individually292 and together and measured the resulting depolarization at the cell body using whole cell patch-clamp293 electrophysiology. The results of these measurements are shown in Figure 6. In this case, we found294 that stimulating the two ROIs together resulted in a depolarization that was larger than the summed295 depolarization resulting from individual ROI stimulation. This ability to simultaneously illuminate296 complex spatial patterns makes NeuroPG well suited to study the electrical properties of dendrites297 and dendritic integration.298 299 3.4. Customizing Evaluation Functions300 We have written the NeuroPG data processing and evaluation functions to allow easy modification301 and support a variety of experiments. In particular the HeatMap tool is designed to allow users to302 create as many of their own evaluation functions as they would like. These functions must follow a303 general template but may have variable numbers and types of input parameters. The template304 specifies the structure of input parameters and the way in which HeatMap queries the function to305 learn what parameters need to be passed. An example function using the template is included with the306 NeuroPG package to facilitate customization. In this way, data collected from an experiment may be307 processed and visualized using multiple, customizable evaluation methods. For example, the heat308 maps may be based on the maximum depolarization, latency, or rise time. While the default309 visualization is a heat map, this visualization can be easily modified by the user to best represent their310 data.311 312 3.5. Peripheral Functionality313 3.5.1. CameraWindow314 CameraWindow is a microscope camera visualization and control utility designed to control any315 camera compatible with the Image Acquisition Toolbox. It was designed with cell patching in mind316 and includes a marker that can be repositioned in the camera window by simply right clicking the317 desired position. It also has digital 2x and 4x zoom that centers the image wherever the mouse is318 clicked. CameraWindow provides a histogram of image intensity and allows for auto or manual319 scaling of image intensity in both grayscale and color modes. The user can easily switch between320
  • 10. Avantset al. NeuroPG: Open source software for optical pattern generation and data acquisition 9 This is a provisional file, not the final typeset article viewing a sample in bright field and in fluorescence by clicking a radio button. Fluorescence mode321 changes the exposure and contrast settings to user specified values to enhance low light visualization.322 Changing back to bright field mode restores the settings to their previous state. The Snapshot323 functionality allows the user to capture images in one of two ways. In brightfield mode, the raw324 image data is captured using the current settings of the camera. In fluorescent mode, CameraWindow325 uses a short exposure time to display the live camera image, but switches to a longer exposure time to326 capture the raw image data. This allows the user to view their sample at a higher frame rate during327 focusing and positioning and then capture images with longer exposure times. In either mode, the328 image data is written to a tif file that is named by appending an incrementing number to the specified329 file name. The user can also display captured images in one of two ways. New images can be330 displayed by either creating a new window for each image or stacked on top one another in the same331 window. Stacked images can be cycled through by mouse click and can be used as time-lapse videos332 or for comparing bright field and fluorescence images. Stacked images are still saved as individual tif333 files, not tif stacks. CameraWindow also has a video capture function. When the video button is334 clicked, video frames are captured from the visualization window and stored in a buffer until system335 RAM is 90% full or the video button is clicked again. The captured frames are then saved to disk as336 uncompressed AVI files named with the specified name. CameraWindow tracks the amount of337 available system RAM and calculates approximately how many seconds of video may be captured at338 any point in time. Any number of camera properties can be adjusted from the CameraWindow339 control window. The number of camera properties and order with which they appear is specified in340 the configuration file. The configuration file can be edited manually or through the included341 configuration functions. The exposure and contrast properties will always appear at the beginning of342 the property list if they are defined for the camera.343 344 3.5.2. MatPad345 MatPad is a logging and note utility that NeuroPG uses to log events. MatPad logs changes to346 NeuroPG settings, as well as the parameters for AutoStim, PairedStim, and all pattern generation347 methods. MatPad also allows the user to enter their own notes in the log, remove lines from the log,348 or edit the text of the log directly. The log file name and path are user specified and can be saved in349 the configuration file or changed manually. If MatPad is directed to use a log file that already exists,350 it will append new entries into the file without changing any previous data. MatPad is designed to351 minimizes data loss due to unexpected crashes, shutdowns, or failures by regularly saving the log file352 to disk. Log files are saved as txt files and can be viewed or edited in any text editor.353 354 3.6. Installation and Set Up355 The current version of NeuroPG along with download and installation instructions can be found on356 the NeuroPG website. It is distributed as open-source software under the GNU General Public357 License version 3.0 (GPL-3.0).358 Software is included with NeuroPG that will automatically generate the configuration file required359 for each workstation. It is comprised of four configuration utilities that allow the user to specify360 default settings and parameters. The utilities for configuring DAQ hardware and cameras will auto-361 detect available hardware and settings for devices present on the workstation and allow the user to362 customize how these devices are utilized. All NeuroPG settings are stored in a single file that may be363
  • 11. Avantset al. NeuroPG: Open source software for optical pattern generation and data acquisition 10 This is a provisional file, not the final typeset article edited manually by the user. Settings are stored in MATLAB mat file format to allow for easy access364 and editing. Detailed instructions for editing the file manually are included in the documentation365 provided on the website.366 367 4. Software Architecture Discussion for Developers368 The NeuroPG platform is modular and uses an object oriented programming approach. Each369 interfaced piece of hardware is realized within the software as its own object, allowing it to be370 accessed and controlled by multiple modules without conflict. This means that MATLAB functions371 which are not native to the NeuroPG platform can share the system’s resources, allowing for372 customized expansion of NeuroPG’s functionality. NeuroPG is also designed to be event driven. This373 allows multiple tasks to run in tandem without blocking thereby enabling the user to run their own374 functions or operations while NeuroPG is active. The event driven design also allows NeuroPG to375 adjust camera settings or record video while patterns are being stimulated and data is recorded. The376 extent to which tasks may be run in parallel is impacted by the hardware capability of the computer377 and resource intensive operations like saving large amounts of data to disk. Because of this, timing378 and signaling are handled by the DAQ hardware, ensuring precision for both pattern stimulation and379 data recording. Memory management is carefully handled within NeuroPG using a combination of380 shared data structures, persistent variables, and class properties. The approach for memory381 management is designed to reduce redundant data and prevent unnecessary copying or relocation,382 and is built around MATLAB’s memory management system. Data processing takes advantage of383 MATLAB’s optimized vector mathematics algorithms to minimize processing time and memory384 usage. Data recorded during a stimulation routine is kept in pre-allocated buffers within system385 memory and written to disk only once the routine is complete. These techniques make NeuroPG386 robust and reliable, with the primary goal of ensuring the accuracy and reliability of experimental387 data.388 389 5. Conclusion390 The flexibility, speed and usability built in to our NeuroPG software package in combination with391 any DMD-equipped microscope provides a powerful platform to support experiments using any392 variety of proteins from the optogenetic toolkit (Smedemark-Margulies and Trapani 2013).393 Specifically the real-time data analysis and visualization as well as flexible stimulation routines allow394 NeuroPG to improve experimental efficiency for many optogenetic experiments. NeuroPG is395 currently configured to record two analog electrical signals but could be modified to accept more396 input channels. The output from any device that can be encoded as an analog voltage signal (e.g.397 MultiElectrode Arrays, photodetectors collecting bulk fluorescence) could take the place of patch398 clamp electrophysiology in our example implementation of NeuroPG.. While we have discussed399 neural circuit studies and dendritic integration as potential applications, because NeuroPG can be400 easily modified to support a vast array of applications, we see this software toolkit as a key building401 block for the general optogenetic community.402 403 6. Acknowledgement404
  • 12. Avantset al. NeuroPG: Open source software for optical pattern generation and data acquisition 11 This is a provisional file, not the final typeset article This work was supported in part by NSF-1308014. We thank Eva Dyer, Caleb Kemere, Xaq Pitkow,405 and Behnaam Aazhang for useful discussions. We thank Marissa Garcia, Alice Xie, Erin Anderson406 and Martin Bell for technical assistance with neuron and glial cell culture. We thank Joe Duman and407 other members of the Kim Tolias group for advice regarding neuron cell culture and lentiviral408 transduction protocols. We thank Miles Li and his technical support team at Mightex Corporation for409 providing the Polygon400 digital micromirror device, the SDK (software development kit) which410 was incorporated into NeuroPG as well as helpful discussions throughout the development of411 NeuroPG. Finally, we thank Ken Reese at BrainBits for advising on cell culture protocols and Tal412 Kafri and his group at the UNC Vector Core for providing the purified lentivirus and for advising on413 lentiviral transduction protocols.414 415 7. References416 Airan, Raag D, Kimberly R Thompson, Lief E Fenno, Hannah Bernstein, and Karl Deisseroth. 2009.417 “Temporally Precise in Vivo Control of Intracellular Signalling.” Nature 458 (7241). Nature418 Publishing Group: 1025–29. doi:10.1038/nature07926.419 Andrasfalvy, Bertalan K, Boris V Zemelman, Jianyong Tang, and Alipasha Vaziri. 2010. “Two-420 Photon Single-Cell Optogenetic Control of Neuronal Activity by Sculpted Light.” Proceedings421 of the National Academy of Sciences of the United States of America 107 (26): 11981–86.422 doi:10.1073/pnas.1006620107.423 Albuquerque, Cristovao, Joseph, Donald J., Choudhury, Papiya, & MacDermott, Amy B. 2009.424 “Dissection, plating, and maintenance of cortical astrocyte cultures.” Cold Spring Harbor425 Protocols, 2009(8), pdb.prot5273. doi:10.1101/pdb.prot5273426 Asrican, Brent, George J Augustine, Ken Berglund, Susu Chen, Nick Chow, Karl Deisseroth,427 Guoping Feng, et al. 2013. “Next-Generation Transgenic Mice for Optogenetic Analysis of428 Neural Circuits.” Frontiers in Neural Circuits 7 (November): 160.429 doi:10.3389/fncir.2013.00160.430 Boyden, Edward S, Feng Zhang, Ernst Bamberg, Georg Nagel, and Karl Deisseroth. 2005.431 “Millisecond-Timescale, Genetically Targeted Optical Control of Neural Activity.” Nature432 Neuroscience 8 (9): 1263–68. doi:10.1038/nn1525.433 Brewer, G. J., Torricelli, J. R., Evege, E. K., & Price, P. J. (1993). Optimized Survival of434 Hippocampal Neurons in B27-Supplemented Neurobasalm , a New Serum-free Medium435 Combination. Journal of Neuroscience Research, 35567476. doi:10.1002/jnr.490350513436 Cardin, Jessica a, Marie Carlén, Konstantinos Meletis, Ulf Knoblich, Feng Zhang, Karl Deisseroth,437 Li-Huei Tsai, and Christopher I Moore. 2010. “Targeted Optogenetic Stimulation and Recording438
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  • 16. Avantset al. NeuroPG: Open source software for optical pattern generation and data acquisition 15 This is a provisional file, not the final typeset article Figure 3: SmartGrid Pattern Generation. A grid of ROIs is generated based on user-defined grid536 dimensions (number of rows and columns – highlighted in panel B) and the grid is overlaid on an537 image of the field of view to be stimulated. SmartGrid can subdivide any of the selected ROIs into a538 smaller grid based on user-defined dimensions. Selected regions can be uploaded to the DMD,539 merged or further subdivided. Selected ROIs appear in green, unselected ROIs appear in red.540 Figure 4: Real-time HeatMap Analysis. The HeatMap tool visualizes the magnitude of the541 neuron’s depolarization in response to optical stimulation. Patterns that cause a large depolarization542 within the stimulation window appear as a “hot spots”. (A) Screenshot of SmartGrid being used to543 generate a grid of patterns. Inset: illustration of how the heat value is calculated. Baseline is544 calculated from the signal preceding the stimulation period and compared to the maximum545 depolarization within a user-specified time interval, Δt, following stimulation. (B) Screenshot of546 HeatMap GUI; if the user clicks on an ROI in the heat map (highlighted in magenta) a figure, (C),547 appears with a plot of the waveform of the selected ROI.548 Figure 5: Coarse and fine heat mapping. To demonstrate how NeuroPG can perform both coarse549 and fine sampling of neuronal responses we used the built-in HeatMap function of NeuroPG to map550 the magnitude of the depolarization resulting from patterned optical stimulation of rat hippocampal551 neuron expressing ChR2-GFP (not shown) and backfilled with AlexaFluor 594 (black). To prevent552 action potentials from dwarfing subthreshold depolarization any depolarization greater than 30 mV is553 plotted as a 30 mV maximum response. Heat maps generated using SmartGrid and HeatMap: (A) 3x3554 grid with each ROI having dimensions of 724µm x 551µm, (B) 9x9 grid with each ROI having555 dimensions of 241 µm x 184 µm, and (C) a 6x6 grid with each ROI having dimensions of 80 µm x 61556 µm. Scale bars are 100 µm. Color bar units are in mV.557 Figure 6: Subcellular dendritic stimulation. (A) Neuron expressing ChR2-GFP was stimulated by558 with blue light (470 nm) illumination with patterns I (magenta) and II (cyan) for 20 ms (blue bar).559 (B) The depolarization in response to stimulation was recorded by whole cell patch-clamp560 electrophysiology. The depolarization in response to stimulating two ROIs simultaneously (solid561 black I & II) is greater than the summed depolarization of I and II stimulated individually (dashed562 black I + II). Data is averaged from three trials; scale bars: A: 25 um, B: 4 mV and 20 ms.563