More Pitfalls with Sperm Viability Staining and a Viability-Based Stress Test to Characterize Sperm Quality
- Applied Zoology, Department of Biology, Technische Universität Dresden, Dresden, Germany
Sperm viability (SV), the proportion of live sperm in a sample, is a widely applied measure of sperm quality but few studies test its robustness. At least three reasons make SV problematic as a surrogate for sperm quality. First, reviewing the ecological literature revealed that previously identified methodological pitfalls have not been overcome, including low cross-study standardization of protocols, inadequate statistical treatment, and unaccounted for within-sample heterogeneity. Second, SV is affected by biological variation such as between species, reproductive organs, or sperm age cohorts. Third, the proportion of live sperm extracted from males appears more related to male than to sperm quality in the sense of the future performance of sperm. We propose an alternative method to assess sperm quality by characterizing the temporal decrease of SV in a stressor medium and illustrate in two species, the common bedbug (Cimex lectularius) and the fruit fly (Drosophila melanogaster) how some common methodological pitfalls may be circumvented. Our data empirically support the well-known but little-considered facts that (i) non-blind measurements may alter SV and (ii) that SV frequently have non-significant repeatability within one sample. (iii) Cross-sectional sampling of ejaculates showed that this heterogeneity even masked a biological pattern—the sperm stratification within males. We show (iv) that this shortcoming can be overcome by following the temporal decline of SV of a sperm subsample in a stress test. Finally, (v) comparing the staining pattern of sperm between Cimex and Drosophila, we found that in the latter, the visibility of sperm is substantially delayed (30 min) when sperm density is high. We show that this delay in stained sperm visibility was, however, not biased toward dead or live sperm. To measure sperm quality, we advocate analyzing the temporal decline in SV in a stressor medium over current protocols that use SV per se and blinding samples for SV measurements. As cell viability is widely used in biological and medical laboratory studies, our protocol may be useful to characterize cell quality beyond ecology and evolution.
Sperm quality is routinely measured in evolution and ecology (Holman, 2009), but also in reproductive medicine (World Health Organization, 2010), reproductive toxicology, animal breeding, and aquaculture (Morrell and Rodriguez-Martinez, 2009). In ecological and evolutionary studies, sperm viability (SV) is often used as a proxy for sperm quality that influences sperm competition (Parker, 1970; Parker and Pizzari, 2010) beyond a mere difference in sperm number. The number, or sometimes the proportion per se, of live sperm in an ejaculate is considered evolutionarily significant (Garcia-González and Simmons, 2005). Across insect species, polyandrous species contained a higher proportion of viable sperm than related monandrous species and it was suggested that SV evolves with sperm competition (Hunter and Birkhead, 2002). SV has experienced a surge in usage as commercial kits became available that measure SV in the form of the stability of the sperm membrane. Briefly, the DNA in sperm heads of intact cells is stained with a green fluorescent dye (SYBR14®) that is replaced by a red fluorescent dye (propidium iodide, PI) as the membrane becomes leaky.
However, measuring sperm quality by current protocols of SV staining is not without pitfalls. For example, defining SV by the number of live sperm per ejaculate is a mere refinement of sperm number and better seen as a male parameter, rather than a parameter of future sperm performance. For SV to represent a sperm quality parameter beyond the live or dead dichotomy, it would be necessary to show that a correlation exists between the numbers of dead sperm in an ejaculate and the prospective mortality rate of the living sperm in that ejaculate (Reinhardt, 2007). This relationship does not seem to have been demonstrated. In the following contribution, we will therefore, propose a measure of sperm quality that has some prospective component, the temporal decrease in SV in a stressor medium. In addition to these conceptual issues, Holman (2009), reviewing the use of SV in ecology and evolution, identified additional technical problems: (1) because the SV assay itself causes sperm mortality, the “true” number of live and dead sperm cannot be known. (2) Given the wide-ranging environmental effects on sperm quality (Reinhardt et al., 2015), sperm from different organs or at different cellular ages may have different membrane properties. Comparing their SV may therefore be confounded by different amounts of sperm being killed during dissection and during staining. Given the rapid evolutionary change in sperm form (Pitnick et al., 2009) and sperm function (Reinhardt et al., 2015), different species may differ in both in SV as well as its susceptibility to the staining dye. (3) Both in nature and on the microscopic slide, SV may not be independent of the total number of sperm.
To attenuate these and other problems, several procedural recommendations were made (Holman, 2009): (i) to block treatment groups, (ii) to record data in a blind way, (iii) to measure the repeatability of SV in a sample, (iv) to count an unbiased proportion of sperm, (v) to simultaneously measure sperm number and viability and, (vi) to analyse viability with binomial generalized linear models with a logit link function.
Adding to these specific concerns of SV measurement, a string of papers in the ecological literature re-iterated old (Milinski, 1997) and recent concerns of observer bias (Holman et al., 2015; Forstmeier et al., 2016). The most important way to circumvent observer bias is blinding the sample IDs to the observer (Holman et al., 2015; Forstmeier et al., 2016). Unless this is done, unconscious psychological biases can lead to false-positive results (Forstmeier et al., 2016). For example, effect sizes in matched pairs of non-blind and blind ecological and evolutionary studies were substantially higher in the non-blind studies (Holman et al., 2015). Moreover, thus reported exaggerated effect sizes exceeded the effect sizes typically found in evolution and ecology (Holman et al., 2015). Because we found that studies citing Holman (2009) and using SV staining were not exempt from these concerns (see Results), we assessed some of the concerns empirically. We present a method to assess sperm quality that is based on the temporal decrease in SV of sperm placed in an osmotic stressor. The method circumvents effects of within-ejaculate heterogeneity which we illustrate by applying it to the task of detecting relatively small differences in SV: We will ask whether within a male, sperm are stratified by cell age from the testes toward the ejaculation site, or whether sperm of all age cohorts are mixed in the male sperm store (Reinhardt, 2007). If sperm are stratified by age, the oldest spermatozoa (with the most strongly damaged membrane and hence, low SV) are predicted to be closest to the ejaculation site (= caudal part of the male sperm store). Younger spermatozoa with fewer exposure to potential damage and with intact membranes will be closest to the production site (= cranial part of the male sperm store) and are predicted to have high SV. Specifically accounting for the biologically unknown “true” value of SV, we here test the prediction of the stratification model that sperm extracted from the cranial part of the male sperm store (the seminal vesicle) have higher quality in the form of a slower sperm aging in a stressor medium than sperm extracted from the caudal site. The sperm mixing model serves as the null hypothesis that there is no effect of sperm collection site on SV and sperm quality.
To test these predictions and to address some of the above-mentioned pitfalls, we measure SV in the common bedbug, Cimex lectularius, and re-assess sperm quality in a refined protocol in fruit flies, Drosophila melanogaster.
Methods of Sperm Viability Staining in Ecology and Evolution
We first established how the methodological suggestions by Holman (2009), had been addressed in ecology and evolution. Until April 2017, 38 studies had cited Holman's article (Holman, 2009) on google scholar (all were also listed in the Web of Science). From these, we collected information on the study species, the compartment from which sperm was extracted, protocol details such as buffer and staining duration, and statistical details. We excluded reviews and restricted our analysis to those 26 studies that used the commercially available SV staining based on SYBR14® and PI.
We maintained bedbugs (C. lectularius) as previously described (Reinhardt et al., 2003). All males used in the experiments were virgins kept in single 15-ml transparent plastic tubes equipped with a piece of filter paper. Males were kept singly to prevent them from removing old sperm by male-male matings (Ryne, 2009). Wildtype D. melanogaster (Oregon-R strain) were maintained on standard yeast food at 25°C and 65% RH on a 12:12 h L:D cycle. All males used in the experiments were virgins.
We stained sperm with SYBR14® (1:50 in DMSO) and PI (LIVE/DEAD® Sperm Viability Kit, ThermoFisher Scientific). Pilot trials were used to reveal the minimum concentration that still provided a clear fluorescence signal under our microscope. We measured sperm viability directly after staining without any further incubation, or at pre-assigned time intervals in the time series protocol (see below). The time between dissection and the first image taken never exceeded 1 min. We took pictures of the stained sperm with a fluorescence microscope (Leica DM5000 B; Leica DMi8, Leica live/dead filter set, Leica DFC 450 camera). We counted sperm on JPEG files by eye and recorded their number using the automated counting function in ImageJ (Schneider et al., 2012). Green sperm were considered alive, red and red-green double stained sperm as dead.
Non-blind SV Measurement in Bedbugs
We dissected the seminal vesicles of 14 virgin males 5–30 days after isolation from their colony in 30 μl phosphate buffered saline (1xPBS) (Figure 1). As a sperm stress test, one seminal vesicle was transferred to double-distilled (dd) H2O, split in the middle using a scalpel, and the cranial and caudal parts of the vesicle were placed into separate drops of 50 μl ddH2O. Sperm and water were mixed by pipetting them up and down five times. The other seminal vesicle was handled in the same way. The cranial and caudal parts of the first seminal vesicle were stained immediately (time zero, t0) with 2 μl SYBR14® and 1 μl PI and a cover slip added. We took four pictures of haphazardly chosen areas at 100 x magnification straight away. The sperm of the second vesicle remained in the ddH2O for 15 min before it was analyzed (t15).
Figure 1. Experimental protocol of (A) non-blind standard sperm count; (B) blind standard sperm count; (C) blind time series count.
One person who was aware of the sperm stratification hypothesis (but not of the later blind repetition of the study), did the dissections, stained the sperm, selected the count areas in the microscope and counted the sperm. The results were strongly supporting the hypothesis (see Results) and we decided to repeat the experiment in a blind test.
Blind SV Measurement in Bedbugs
We dissected 15 male bedbugs 76 days after isolation from the colony in 50 μl ice-cold Grace's insect medium (Figure 1). We chose this deviation from the original protocol in male age in order to increase the age difference between the sperm cohorts during sperm stratification, and therefore, to increase the experimental effect. We partitioned the vesicle in the middle and squeezed sperm carefully out of either the cranial or the caudal half of the vesicle using forceps and applied the sperm stress test. We transferred 10 μl of sperm immediately into a 1.5 ml Eppendorf tube containing 50 μl sterile ddH2O. We left the other half of the seminal vesicle in Grace's insect medium for five more minutes and then handled it the same way as the first part. We mixed each sample by pipetting it up and down five times, transferred 10 μl of it onto a fresh microscopic slide and immediately stained it with 0.5 μl SYBR14® and 1 μl PI. After adding a 22 × 22 mm coverslip, four pictures of haphazardly chosen areas were taken straight away of each sample at 200x magnification (t0). We stained another subsample of 10 μl for 30 min after mixing sperm and ddH2O (t30) as described above and again took four haphazard pictures. We chose to measure SV after 30 min instead of 15 min as we did not find the decrease in SV in the 15-min period (see Non-blind SV measurement in bedbugs above; see Results).
In half the males, the cranial part of the vesicle was tested first, in the other half the caudal part. The experiment was done blind. B.A.E. did the dissections and staining of sperm while a co-worker unaware of the treatment selected the count areas in the sperm sample to take pictures from. Because often there was no temporal decline or even an increase in SV, it appeared as if the heterogeneity in the sperm sample was large and required a protocol modification. This is specified below.
Blind SV Measurement in Bedbugs with a Time Series Protocol
We dissected 20 virgin male bedbugs 33 days after isolation from the colony as described above, using either the cranial (10 males) or the caudal half (10 males) of the seminal vesicle (Figure 1). Directly following the sperm staining (see above) one picture was taken in a haphazardly chosen area (t0) and the fluorescence excitation source switched off immediately thereafter. The slide was left on the microscope and a picture of exactly the same area was then successively taken at 5, 15, and 30 min after the first picture. During these trials, the excitation source was switched on for ~30 s per picture. Picture areas were chosen blind with respect to the location the sperm was taken from, by a person unaware of the research question. This protocol also allowed us to score retrospectively whether the number of visible stained sperm (dead or alive) stayed constant over time (corresponding to variation incubation time).
Blind SV Measurement in Drosophila
We dissected fifteen 14-day old virgin males in 10 μl of ice-cold Grace's medium. We transferred one seminal vesicle to another 10 μl of Grace's medium and released the sperm from the organ by puncturing it with an insect pin. Almost all sperm, along with 2 μl Grace's medium were transferred into a drop of 10 μl ddH2O. All was mixed by gently pipetting it up and down six to seven times. Sperm was stained immediately (t0) with 0.5 μl SYBR14® and 1 μl PI, a 22 × 22 cover slip added and four pictures of haphazardly selected areas were taken at 400x magnification. The second seminal vesicle was treated in the same way except that it was kept in ddH2O for 30 min before assessing SV (t30). The pictures were taken by a co-worker unaware of the t0 or t30 treatment.
Blind SV Measurement in Drosophila with a Time Series Protocol
Ten 14-day old virgin males were dissected in 10 μl Grace's medium. Sperm from one seminal vesicle was stained as described in the previous paragraph. One area was haphazardly selected and one picture taken immediately (t0). The fluorescence excitation source was switched off, and successive pictures of exactly the same area were taken 5, 15, and 30 min after the first picture. The excitation source was switched on for ~30 s per picture. The area was selected and the pictures taken blind with respect to treatment, by a person unaware of the research question. This protocol also allowed us to score retrospectively whether the number of visible stained sperm (dead or alive) stayed constant over time (corresponding to variation incubation time).
All analyses were performed in R, version 3.3.2 (R Development Core Team, 2016). We analyzed a weighted SV with the cbind function (number alive| number dead) using generalized linear mixed models (GLMM; binomial error structure with a logit link) using the lme4 package (Bates et al., 2014), correcting the model for overdispersion (Browne et al., 2005) and pseudoreplication. Full models containing time, location and their interaction (Cimex) or time only (Drosophila) were reduced in a stepwise backwards mode using the anova function to select the final model. SV in the cranial and caudal parts of the seminal vesicle of bedbugs were compared using Welch's two sample t-tests for each time point in the time series experiment.
The repeatability of SV across the four haphazardly chosen pictures was analyzed with the ICC package (Wolak and Wolak, 2015) using the intra-class correlation coefficients (ICC) of 10 randomly selected pictures of both fruit fly and bedbug sperm samples, each counted four times. We also analyzed the precision of the counting procedure itself using ICC by counting the sperm on 10 images four times each.
Methods of Sperm Viability Staining in Ecology and Evolution
Eleven out of 26 studies (42%) citing Holman (2009) (Table 1) used either blind measures, flow cytometry, or counted the entire sperm sample. Five studies (19%) used the recommended binomial generalized linear or mixed models with a logit link function and six (23%) took repeated measurements of males. Two of the latter found high repeatability of SV, four did not report it. Four studies (15%) used a predetermined number of pictures (five) per sample to evaluate SV but none of them examined the repeatability of SV across these pictures. Accordingly, the heterogeneity within males or within the sample seems unknown for most species. Studies differed widely in the buffers used, in the concentrations and incubation time of SYBR14® and PI employed, even in the same species (Table 1). In summary, a minority of studies citing reference (Holman, 2009) would consider some of its recommendations, no study considered all.
Table 1. Parameters of sperm viability measured in studies citing (Holman, 2009) till April 2017.
Sperm Survival Examined with Cross-Sectional vs. Longitudinal Sampling
We measured empirically the impact of some of the methodological effects identified for SV measurements in the literature (Holman, 2009) in two species, the bedbug C. lectularius and the fruitfly D. melanogaster. In our samples, we found no correlation between the total number of sperm counted and SV in any of 10 cases (Table 2).
Table 2. Pearson correlation of total number of sperm and proportion of live sperm (sperm viability, SV) in Cimex and Drosophila for the different experiments.
Sperm Viability in the Bedbug
Non-blind vs. Blind Measurement
Strongly supporting the sperm stratification hypothesis, SV was significantly higher in the cranial compared to the caudal part of the seminal vesicle (Table 3, Figure 2) in the non-blind measurement. In the blind measurement, however, there was no evidence whatsoever that SV differed between the cranial and caudal part of the seminal vesicle (Figure 2). In both scenarios, SV did not show a significant decrease with time in ddH2O in the cranial or the caudal part. The surprising lack of sperm mortality may, in principle, be caused by large heterogeneity in SV within a sample. Confirming our suspicion, the intra-class correlation coefficients of SV across four pictures of the same subsample was indeed low to absent at both points in time (Table 4). This result was not caused by low repeatability of the counting procedure itself, which was very highly repeatable (ICC = 0.96; 2.5% CI = 0.91, 97.5% CI = 0.99).
Table 3. Location, time, and interaction effects on sperm viability, determined by a generalized linear mixed model for the non-blind standard experiment with Cimex lectularius (area highlighted in gray, n = 14).
Figure 2. Sperm viability in the cranial (dark gray) and the caudal (light gray) part of the seminal vesicle of Cimex lectularius at two different points in time. The samples were measured either non-blind (A, n = 14) and supported the hypothesis that sperm should have higher viability at the cranial site, or were blind (B, n = 15). Sperm viability in the seminal vesicle of Drosophila melanogaster (C, n = 15). Bars show mean ± s.e.
Table 4. Intra-class correlation coefficient (ICC) of sperm viability across four pictures of the same subsample in a non-blind standard count in Cimex lectularius (area highlighted in light gray, n = 14), a blind count Cimex lectularius (area highlighted in dark gray, n = 15), and a blind count in Drosophila melanogaster (white area, n = 15).
Time Series Blind Measurement
The total number of sperm stayed the same over the protocol duration, indicating immediate and complete visibility of bedbug sperm after SV staining (Figure 4). SV was found to decline over time in both the cranial and the caudal compartment (Table 3, Figure 3). The significant location x time interaction effect on SV showed that SV decreased faster in sperm from the cranial than the caudal part.
Figure 3. Sperm viability in the cranial (dark gray) and the caudal (light gray) part of the seminal vesicle of Cimex lectularius (A, n = 10) and in seminal vesicle of Drosophila melanogaster (B, n = 10) at four different points in time. Bars show mean ± s.e.
Sperm Viability in the Fruitfly
The ICC of SV across pictures was as low as in Cimex (Table 4), again despite very high repeatability of the procedure itself (ICC = 0.99; 2.5% CI = 0.98, 97.5% CI = 0.997) (pictures taken immediately after staining). Overall, the variation in cross sampled pictures within a sample did not mask the decline of SV over time (Table 5, Figure 3).
Table 5. Time effect on sperm viability, determined by a generalized linear mixed model for the blind standard experiment in Drosophila melanogaster (area highlighted in gray, n = 15).
Time Series Blind Measurement
The time series measurement revealed two differences in SV staining between Drosophila and Cimex. First, the total number of visible sperm increased over protocol duration (Figure 4) in Drosophila (but not in Cimex) indicating incomplete sperm visibility over protocol duration. Second, the delayed visibility was only observed in samples with high sperm density, samples with low sperm density showed constant sperm number over time (Supplementary Figure 1). Both observations prevent protocol standardization across the two species. However, simultaneously they allowed us to carry out an analysis that would not be possible otherwise, namely assessing the influence of delayed visibility on the measurement of SV. We split our dataset into males whose sperm number stayed constant and those whose sperm number increased with protocol duration. Both groups of samples showed virtually identical declines in SV (Supplementary Table 1), indicating that sperm visibility was not biased toward either live or dead sperm (Figure 5).
Figure 4. Sperm number at the four different points in time for the time series experiment in Cimex lectularius (A, n = 10) and in Drosophila melanogaster (B, n = 10). Bars show mean ± s.e.
Figure 5. Sperm viability in samples with the same visibility (n = 4, light gray) and increased visibility (n = 6, dark gray) in Drosophila melanogaster at four different points in time. Bars show mean ± s.e.
Our main aim was to present a sperm stress test as a method to characterize the sperm quality in the form of future sperm performance. We developed a longitudinal approach that had the advantage to account for within-sample heterogeneity and further allows the assessment of a change in visibility of stained sperm. In our case, the sperm visibility of sperm was independent of its dye and therefore, did not invalidate the cross-sectional results. While both stress test and longitudinal approach represent a complication of the SV method, both have a number of advantages, which we discuss below. We suggest that future researchers may incorporate this test into their method portfolio if, for example, analyzing differences in sperm quality across species, across male and female sperm storage organs, across male or female reproductive fluids (Scaggiante et al., 1999; Rosengrave et al., 2008; Simmons et al., 2009; Doyle, 2011; Otti et al., 2013) or across male age cohorts. This may be, particularly useful when more sophisticated equipment is not at hand or impossible to use.
We found several sources of heterogeneity of SV staining in ecology and evolution research. First, the protocols by different researchers differed in various details such as buffer, incubation time, dye concentration. This unsatisfactory situation may be caused by large within-sample heterogeneity, i.e., a lack of significant between-image repeatability, which we confirmed empirically for our two study species. We believe that this heterogeneity has a biological cause because the procedural precision of the counting itself was very high. Because we restricted our analysis to studies citing Holman (2009), it is possible that studies that did not cite this author may have followed procedures that are even less stringent, including our own (Otti et al., 2013). We also note that most of these studies concerned invertebrates.
Second, we found another intrinsic difference between our two species. Cimex sperm was visible immediately after staining whereas the visibility of Drosophila sperm after staining was substantially delayed—even 30 min after staining, it was not clear whether all sperm had been stained. Studies by researchers that are either unaware of this difference, or had developed protocols to circumvent the delayed staining will, therefore, differ in various protocol details. It is important to consider that such differences may in theory also occur within a species, when sperm is harvested from different organs. We hope that our time series approach may be useful to assess this variation. Our time series protocol examined the same sperm sample repeatedly and therefore allowed us to establish that the visibility was not biased with respect to dead (red) or live (green) sperm. This longitudinal approach appears to us an important way of characterizing sperm quality because it allows the tracking of individual sperm. In theory, total visible sperm number can increase with time (as in our study) or decrease, such as if photobleaching would occur.
Third, both across studies as well as within our data set there was variation with respect to density-dependent SV, which either does not exist (or has not been tested for) or which is positive, i.e., SV is higher at higher sperm density. It is possible that density as a source of variation in SV has a biological basis, the so-called respiratory-dilution effect, where high dilution increases stress via increased endogenous respiration (Mann, 1967). Importantly, even in the case that SV and sperm density would be positively correlated (Table 2), the sperm number differences across our experimental protocols did not cause initial differences in SV (Table 6).
Table 6. Sperm numbers and viability for the different protocols in Cimex lectularius and Drosophila melanogaster.
Fourth, we found variation across studies in measuring SV blind and we examined this issue empirically. We found that whether or not the SV measurement is carried out blind had a strong effect on SV. In our case, results that supported a specific hypothesis were confirmed. Given that few studies practice this widely-recommended procedure, we can only reinforce all previous calls and suggest an urgent need to implement blind SV measurement. Where exactly observer bias arose during SV measurements is not currently known but we believe that an unconscious biased choice of counting areas plays an important role. Our blind/non-blind comparison involved some further protocol adjustments or standardization (e.g., male age, dissection buffer). However, these adjustments seem small, such as the brief period that the insects were situated in dissection buffer or, as in the case of male age, are predicted to increase the effects, and hence we would err on the wrong side. We, therefore, believe that the blind/non-blind difference is the major protocol aspect responsible for the results observed.
Protocol Standardization and Recommendations
In addition to the recommended blind measurement, the standardization in protocols in measuring a character that is as severely environment-dependent as SV, is a precondition to compare SV across studies. For example, we found no effect of time on SV in bedbugs. Surprisingly, in cross sections, SV sometimes was higher at t15 or t30, than at t0 (note that in Cimex sperm visibility did not change over time—Figure 4). As obviously dead sperm cannot revive, the distribution of live and dead sperm in the seminal vesicle of Cimex and Drosophila was heterogeneous and mixing by pipetting insufficient to homogenize sperm. Consequently, different subsamples vary in their initial proportion of viable sperm, which is also reflected in the low repeatability of SV. Sometimes, as in Cimex (but not Drosophila) in our study, the low repeatability can mask biological effects. Unlike current practice (Table 1), researchers may wish to incorporate the analysis of heterogeneity in the lab routine, and report the outcomes. The repeatability pattern may be identified as species-specific only when the same buffer, incubation duration and concentrations are used. In none of our experiments was the total number of sperm correlated with SV, in this case contradicting (Holman, 2009) but we support that study's cautionary remarks because again protocols and species may differ between in the sperm density-sperm mortality relationship. While our emphasis was to present the temporal variation of SV, this will of course not release researchers from identifying the optimal dye concentrations and incubation times for SV measurement in their study species. And our study may provide a particularly suitable, though initially unintended, example with respect to incubation time. While in bedbugs no incubation was necessary, in Drosophila, the protocol would need refinement. Methodologically, Drosophila sperm would require incubation times, that would biologically be prohibitively long. We recommend to aim at dilution protocols that keep sperm densities low. However, our method allowed us to analyse the visibility of sperm over time and we found it equally increased for red and green sperm. As such, even the lack of incubation time, as in our four-image cross sampling, appears an adequate reflection of SV. In any case, incubation time should be strictly standardized. We note that flow cytometry-based counting methods also require the detection of stained sperm, and therefore, may also need to account for possible stainability differences.
Another precondition for comparing data across studies is the correct statistical analysis. Estimating the effect size errors made by inadequate statistical treatment was beyond the scope of our paper but we reinforce calls (Holman, 2009) for the correct statistical analysis and point to binomial GLMMs that are recommended for analyzing proportional data (Warton and Hui, 2011). Especially the widely applied arcsine square root transformation (Table 1) should not be used for binomial data as the transformation decreases the power and interpretability of the model (Warton and Hui, 2011).
Sperm Viability vs. Sperm Quality
SV per se may, or may not be informative about the function or success of the living sperm in that sample (see Introduction). We presented a method to repeatedly measure the same sample in a stressor medium (sperm stress test). Arguably, the resulting mortality rate of the living sperm between time x and x+1 is a better indicator of the performance or membrane properties of living sperm, and therefore of sperm quality, than the number of dead sperm at time x. In principle, the mortality rate could be calculated from cross sectional samples at different time points (see Otti et al., 2013 for an application) but this method only worked in one of the two species we looked at (fruit flies), surprisingly not for bedbugs, the species that Otti et al. (2013) were using, and for which in our study the cross sections were too variable to provide meaningful slope estimates for sperm mortality. We note that the stress test bears similarities to measuring sperm swimming speed over time and we suggest it is likely to have similar pitfalls (see Reinhardt and Otti, 2012 for a discussion of these). For example, trade-offs may exist between SV at t0 and the slope of the decline toward t30.
However, our proposed stress test resulted in improved precision and allowed in one species the uncovering of a biological process that was hidden in cross section sampling—sperm stratification. A potential disadvantage of the time series sampling is its longer duration because no other samples can be processed in between or requires highly standardized adjustment of the xy microscopy table. It is also important to note that the stress to sperm is not necessarily reflecting the exact natural response to an environmental factor because the osmotic stress from the distilled water is perhaps aggravated by the toxicity of the SV staining kit, oxygen, or photostress from the excitation source.
Although representing a side result, we wish to briefly comment on intra-male stratification of sperm quality. We found that sperm from the cranial part died faster compared to sperm from the caudal part. This pattern was opposite to what was predicted if aged sperm accumulate toward the ejaculation site (Reinhardt, 2007). As an a posteriori explanation, we could think of the possibility that frequent sperm aging might select for on an optimal sperm age distribution at the site of ejaculation at the evolutionary average mating. For example, sperm may be released from the testis but may mature to full function only while moving toward the ejaculation site. Regardless, our results suggest that the repeated matings of a male may not involve identical sperm qualities in species in which sperm stratification occurs. This fact seems important when drawing conclusion about the genetic quality of a male from sperm competition results.
We presented a sperm stress test as a more meaningful method than SV to assess future sperm quality. We strongly recommend a blind selection of the sperm count areas when sperm quality is to be measured by SV staining. This will be important in species with long and/or clumped spermatozoa (like D. melanogaster and C. lectularius) that make the largely unbiased flow cytometry (Holman, 2009) impossible. Just as measuring the repeatability is an important approach to estimate the consistency of phenotypes (Nakagawa and Schielzeth, 2010), estimating the homogeneity of SV within sperm samples will be important. If SV is homogenous the standard blind stress test will be sufficient where several pictures represent the entire ejaculate. If SV is heterogeneous, researchers might try whether the here proposed time series measurement gives less variable results. This time series measurement will additionally provide information about the visibility of stained sperm which can depend on species and sperm density but which show was unlikely to alter our results. We point out that the mortality of many other cells is assessed by viability staining kits and many of these studies might benefit from our proposed assay of cell quality using cell mortality, rather than viability per se.
BE and KR conceived the study, wrote the manuscript; BE and RG carried out the various SV protocols; BE carried out the literature review, analyzed the data. All authors critically read, and approved, its final version.
The work is supported by the Zukunftskonzept of the Technische Universität Dresden awarded by the Deutsche Forschungsgemeinschaft through the Excellence Initiative.
Conflict of Interest Statement
The authors declare that the research was conducted in the absence of any commercial or financial relationships that could be construed as a potential conflict of interest.
The reviewer, FGG, and handling Editor declared their shared affiliation.
We thank Christin Froschauer, Cornelia Wetzker, Oliver Heinzel, and Wei Dong from the Applied Zoology lab in Dresden for helping with the blinded and non-blinded experiments. We thank Biz Turnell, Cornelia Wetzker, and Ralph Dobler from the Applied Zoology lab in Dresden and Oliver Otti from the Tierökologie I lab in Bayreuth for reading and discussing various drafts of the manuscript and the Applied Zoology lab for feedback. We further thank the reviewers for their valuable comments that helped to improve and clarify this manuscript.
The Supplementary Material for this article can be found online at: https://www.frontiersin.org/articles/10.3389/fevo.2017.00165/full#supplementary-material
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Keywords: live/dead kit, membrane integrity, propidium iodide, sperm senescence, sperm stratification, sperm viability, SYBR14
Citation: Eckel BA, Guo R and Reinhardt K (2017) More Pitfalls with Sperm Viability Staining and a Viability-Based Stress Test to Characterize Sperm Quality. Front. Ecol. Evol. 5:165. doi: 10.3389/fevo.2017.00165
Received: 10 August 2017; Accepted: 08 December 2017;
Published: 22 December 2017.
Edited by:Jordi Figuerola, Estación Biológica de Doñana (CSIC), Spain
Reviewed by:Anders Pape Moller, Centre National de la Recherche Scientifique (CNRS), France
Francisco Garcia-Gonzalez, Estación Biológica de Doñana (CSIC), Spain
Fabrice Helfenstein, University of Neuchâtel, Switzerland
Copyright © 2017 Eckel, Guo and Reinhardt. This is an open-access article distributed under the terms of the Creative Commons Attribution License (CC BY). The use, distribution or 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.
*Correspondence: Barbara A. Eckel, firstname.lastname@example.org