A model was constructed to describe previously published
experiments of shear-induced formation and breakage of doublets of red
cells and of latexes cross-linked by receptor-ligand bonds (Tees et al.
1993
. Biophys. J. 65:1318-1334; Tees and Goldsmith. 1996. Biophys. J. 71:1102-1114; Kwong et al. 1996
. Biophys.
J. 71:1115-1122). The model, based on McQuarrie's master
equations (1963. J. Phys. Chem. 38:433-436), provides
unifying treatments for three distinctive time periods in the
experiments of particles in a Couette flow in which a doublet undergoes
1) formation upon two-body collision between singlets; 2) evolution of
bonds at low shear rate; and 3) break-up at high shear rate. Neglecting the applied force at low shear rate, the probability of forming a
doublet per collision as well as the evolution of probability distribution of bonds in a preformed doublet were solved analytically and found to be in quite good agreement with measurements. At high
shear rate with significant force acting to accelerate bond dissociation, the predictions for break-up of doublets were obtained numerically and compared well with data in both individual and population studies. These comparisons enabled bond kinetic parameters for three types of particles cross-linked by two receptor-ligand systems to be calculated, which agreed well with those computed from
Monte Carlo simulations. This work can be extended to analyze kinetics
of receptor-ligand binding in cell aggregates, such as those of
neutrophils and platelets in the circulation.
 |
GLOSSARY |
| a |
bond interaction parameter (in nm) |
| Ac |
contact area (in µm2) |
| Bi |
renormalization factor |
| C |
orbit constant (given by Eq. A10) |
Cf, Cf |
angle factor (= sin2 1 sin
2 1), mean value |
| D |
empirical parameter (given by Eq. 19; in µm 4
nM q) |
| fc, fp |
two-body collision frequency per particle, capture value (in
s 1) |
| F |
applied force (Eq. 3) |
| FN, FS |
hydrodynamic normal and tangential forces, respectively (given by Eqs.
1 and 2; in pN) |
FN,max, FN,max |
maximum normal force in a force cycle, mean value (in pN) |
| g(x, t), gm(x, t) |
probability-generating function, conditioned by assuming there are
m bonds initially |
| G |
shear rate (in s 1) |
| h |
minimum distance of approach between sphere surfaces (in nm) |
Hc, Hp,
p |
total two-body collision frequency per unit volume, capture value,
weighted time average of Hp (in
s 1 · µl 1) |
| i |
number of half-rotations |
| J(u), Jm(u) |
arbitrary integration function, conditioned by assuming there are
m bonds initially |
| kf(n), kf,
kfL, kfH,
kfM |
forward rate coefficient per unit density for the formation of the
nth bond, constant value, values derived from fitting data
from the low and high shear rate periods as well as combined both
periods (in µm2 · s 1) |
| kr, kr(n),
kr0 |
reverse rate coefficient, value for the dissociation of the
nth bond, value at zero force (in s 1) |
| kB |
Boltzmann constant (= 1.38 × 10 2 nm · pN · K 1) |
| mr, ml,
mmin |
number densities of receptors and ligands, minimum value of the two (in
µm 2) |
| Mr, Ml,
Mb, Mw |
molecular species of receptor, ligand and bond, respectively, molecular
weight |
n, n |
number of bonds, mean value at t = t2 |
| N |
number of samples or data points |
| Nf |
number of fitting parameters |
| Ni |
number of measurements comprising the ith data point |
| NS |
number density of singlets in particle suspension (in
µl 1) |
| pb, pf |
probability of bond breakage and formation in time t,
respectively (given by Eq. 4) |
| pn, pn|m |
probability of having n bonds (= 0, 1, 2 ...),
conditioned by assuming that there are m bonds initially |
p+, p |
random number obeying a uniform distribution in (0, 1) |
| P( · ) |
probability of the argument |
| Pa |
probability of adhesion per two-body collision |
| q |
dimensionless empirical parameter (given by Eq. 19) |
| r |
polar coordinate (in µm) |
| re |
equivalent axis ratio of doublet (= 1.98) |
| R |
sphere radius (in µm) |
i |
predicted standard error |
| t, t1, t2, tf |
arbitrary time, lifetime of a collision doublet or contact duration of
two-body collision, end time of the low shear rate phase, time scale
for the formation of an additional bond in a preformed doublet (in s) |
| T |
absolute temperature (in K) |
| u |
argument of arbitrary integration function J(u) |
| uj |
sphere velocity relative to the reference sphere along
Xj axis; u1 = u2 = 0, u3 = GX2 (in µm · s 1) |
| x, xi |
argument of probability-generating function g(x, t), of
function y(xi) |
| Xj |
Cartesian coordinates with origin at the center of the reference sphere
in a simple shear field; j = 1 is the vorticity axis,
j = 2 is the direction of velocity gradient, and
j = 3 is the direction of flow (in µm) |
| yi, y(xi) |
measurement and prediction at xi, respectively |
Greek symbols
N, S |
force coefficients (Eqs. 1 and 2) |
nm |
Kronecker delta symbol |
,  |
two-body collision capture efficiency, weighted time average |
t |
incremental time step |
 |
suspending medium viscosity (in Poise) |
1, 1 |
polar and azimuthal angles of doublet axis with respect to the
vorticity axis (X1) as the polar axis |
2 |
polar angle of doublet major axis with respect to
X2 axis as the polar axis |
i, i, n |
standard deviation, predicted value, value of probability distribution
of initial bonds |
 |
end point of contact duration at low shear rate (in s) |
2, v2 |
chi square statistic, reduced value (= 2/ ) |
 |
number of degrees of freedom (= N Nf) |
r, l, b |
stoichiometric coefficient of receptor, ligand and bond, respectively
(given by Eq. 17) |
 |
INTRODUCTION |
This paper deals with modeling the formation and break-up of
receptor-ligand bonds in sheared suspensions, a subject of considerable importance in the circulation, where formation and break-up of blood
cell aggregates occur in a variety of physiological and pathological
conditions. Thus, nonpathogenic neutrophil aggregation is thought to be
important in the vicinity of tissue damage (Hill, 1987
).
Agonist-induced platelet aggregation plays a key role in the growth of
thrombi on vessel walls, and platelets also aggregate with metastatic
tumor cells (Honn et al., 1992
), which themselves are known to form
aggregates (Weiss et al., 1988
).
To model the biophysics of cell aggregation in a shear field is
challenging because of the coupling between the hydrodynamics of the
cell suspension and the chemical kinetics of the receptor-ligand binding, the latter governing the dynamic changes in bond number during
the interaction. When two cells first aggregate upon colliding in a
shear field, they are likely linked by only a single bond. This bond
can either break, leading to break-up of the doublet, or the number of
bonds can grow (albeit nonmonotonically) until dissociation equals
formation and a dynamic equilibrium bond number is reached. Further
changes in the bond number require a change in external conditions
(such as hydrodynamic forces) or in the expression and activation of
adhesion molecules. Thus, L-selectin shedding and subsequent
2-integrin activation have been shown to influence
neutrophil aggregation in shear flow (Taylor et al., 1996
).
The present paper focuses on the effect of hydrodynamic force on the
members of an aggregate and hence the bonds holding it together. These
forces can be quite complex, even in the simplest of cases. For
example, the following expressions have been derived for the normal
force (FN) acting along and the shear force
(FS) acting normal to the major axis of a
doublet of rigid spheres (e.g., a doublet of aggregating neutrophils)
in simple shear flow (Tha and Goldsmith, 1986
):
|
(1)
|
|
(2)
|
where
is the suspending medium viscosity, G is the
shear rate, R is the sphere radius, and
1 and
1 are the azimuthal and polar angles describing the
orientation of the doublet axis with respect to the vorticity axis
X1 of the shear field (see Fig. 2 below);
N and
S are force coefficients that are
weakly dependent on the distance, h, between sphere surfaces
(see the Glossary).
How these hydrodynamic forces are distributed among the bonds depends
on the distribution of bonds within the contact area. If the cells in
the aggregate can flatten and form large contact areas, bonds at the
circumference of the contact area will carry most of the stress,
whereas those on the inside will be largely unstressed. For small
contact areas or low bond densities, however, the situation is
different. A small number of bonds (say, three or four) will likely
split the force equally, but should one dissociate, those remaining
will feel a large increase in the force per bond.
A likely effect of external force on the bonds is to accelerate their
dissociation. Twenty years ago, George Bell (1978)
formulated such an
effect as an exponential force dependence of the reverse rate
coefficient:
|
(3)
|
where kr0 is the zero-force reverse
rate constant, a is the bond interaction parameter,
F(t) is the force (for doublet rotation in shear flow, a
periodic function of time) shared among n bonds, kB is the Boltzmann constant, and T
is the absolute temperature. Other expressions for the force dependence
of kinetic rates have also been proposed (Dembo et al., 1988
; Evans et
al., 1991
). A major effort in the field is to determine the
appropriateness of these expressions and the associated parameters
(Evans and Ritchie, 1997
; Piper et al., 1998
); the present paper
contributes in this regard.
Theoretical and experimental models are needed to understand
aggregation and disaggregation in the presence of such dynamically changing applied forces and bond numbers. In vitro assays are useful in
this connection, because it is possible to control shear profile (e.g.,
using a flow chamber) and biochemistry (e.g., using molecules attached
to latex beads). Relevant assays include homotypic neutrophil
aggregation in a flow cytometer (Simon et al., 1990
), platelet
aggregation in tube flow (Bell et al., 1989a
,b
, 1990
), and the break-up
of doublets of sphered red cells (Tha et al., 1986
; Tees et al., 1993
)
in Poiseuille flow. More recently, the latter technique was extended to
study formation and breakage of doublets of sphered red cells and latex
beads in Couette flow in a cone-and-plate rheoscope (Tees et al., 1993
;
Tees and Goldsmith, 1996
; Kwong et al., 1996
).
One method for modeling the shear-induced break-up of cell aggregates
is to use Monte Carlo simulation to track the number of bonds under
stress (Hammer and Apte, 1992
; Tees et al., 1993
). In this approach,
the initial number of bonds, n, cross-linking the cells is
randomly chosen from a Poisson distribution with a preset average
number of bonds. Time is divided into discrete steps of length
t. In each time step, the forces acting on the bonds are
calculated. The probability of bond breakage,
pb, is given by (Hammer and Apte, 1992
)
|
(4a)
|
where Eq. 3 has been used to expand the reverse reaction rate.
Furthermore, it can be postulated that the probability of adding a new
bond to a doublet is given by
|
(4b)
|
where tf is the time scale for the
formation of an additional bond in an existing doublet. A cycle of
force calculation, bond formation, and break-up testing is continued
until "break-up" for a series of simulated doublets. The resulting
time distribution of break-up can be compared to experimental results
to determine parameters for models of force dependence of reaction
rates. The Monte Carlo simulation was used in the previous studies from
one of our laboratories (Tees et al., 1993
; Tees and Goldsmith, 1996
; Kwong et al., 1996
), because it was thought that forces were too complex to be solved using a closed-form computation with a dynamically changing bond number. The present paper demonstrates, however, that it
is indeed possible to directly model the time-varying distributions of
bonds despite the formidable expressions for the force loading.
This alternative approach is the probabilistic method recently
developed by the other of our laboratories (Piper et al., 1998
; Piper,
1997
; Chesla et al., 1998
; Zhu and Chesla, 1997
; Long and Zhu, 1997
).
In contrast to the Monte Carlo approach, which simulates the fate of a
series of bonds to generate an ensemble of realizations from which
statistics are obtained, the present method solves the corresponding
probabilistic variables directly from a set of master equations
(McQuarrie, 1963
), which describe the binding kinetics of a small
number of receptors and ligands:
|
(5)
|
Here, pn is the probability of having
n bonds at time t, and mr
and ml are the respective number densities of
receptor and ligand. An assumption employed by Eq. 5, which simplified
the original form of McQuarrie's (1963)
equations, was that the number of receptors and ligands in the contact area,
Ac, greatly exceeds the number of bonds that
have nonvanishing probabilities. Consequently, the forward rate
coefficient per unit density, kf(n) (in
µm2 s
1), appears in Eq. 5 as a lumped
per-cell forward rate coefficient, Acmrmlkf(n)
(in s
1). Another modification to McQuarrie's master
equations, first introduced by Cozens-Roberts et al. (1990)
, was to
make the reverse rate coefficient, kr(n), a
function of the applied force, F(t), and the number of
bonds, n, that shared the force (Eq. 3). Note that
kr in the second term on the right-hand side of
Eq. 5 should be different from the one in the last term, as the former
was the reverse rate coefficient for the n bond state,
whereas the latter was that for the (n + 1) bond state
(as indicated by their respective superscripts). In contrast, the
forward rate coefficient is assumed to be constant, kf(n) = kf,
independent of bond number n in the present work. This simplification has been assumed by several groups, including ourselves (Hammer and Lauffenburger, 1987
; Tees et al., 1993
), although it has
not been tested experimentally, and a more general expression may be
needed for future work.
McQuarrie's (1963)
work has formally established the master equations
as a well-founded generalization of the deterministic kinetic equation
suitable for small systems (see also Chesla et al., 1998
; Zhu et al.,
1998
). In Appendix B, the Monte Carlo approach is shown to be
mathematically equivalent to a finite-difference approximation of the
master equations, thereby putting it on an equally rigorous theoretical
footing. One incidental, but important, advantage of the master
equations is that the computational cost is significantly less than for
the Monte Carlo approach. This allowed us to explore the effect of
relaxing many of the simplifying assumptions employed in previous work.
In previous work, only doublet break-up at high shear rate was treated
by Monte Carlo simulations. In the present paper, by comparison, all
three separate time periods in the experiments have been modeled using
the same set of master equations. The three time periods are 1) the
encounter period of the shear-induced two-body collision during which
the first bond may be formed; 2) the low shear rate period (for a given
doublet, this period starts after the formation of the first bond)
during which the bond number may grow; and 3) the high shear rate
period during which the doublet may break up. The analysis of the first
phase enabled us to derive an expression for the collision capture
efficiency. Previously, this was either assumed a priori as an
empirical parameter (Bell et al., 1989a
,b
, 1990
; Huang and Hellums,
1993a
-c
) or calculated from a deterministic kinetic criterion (Bell,
1981
; Tandon and Diamond, 1997
). The analysis of the second phase
allowed us to introduce the time-averaged probabilities of survival and
break-up at low shear rate, both of which can be directly compared to
experimental measurements.
Our goal here is to offer a unifying theoretical framework to interpret
experiments regardless of the loading regime, receptor system, and
assay technique used. Such a framework is a requirement for a full
understanding of the biophysics of cell adhesion at the fundamental level.
 |
ANALYSIS |
The experiments that were modeled consisted of studies of
formation and breakage of doublets. The three types of particles and
the two kinds of cross-linking molecules used in the experiments are
illustrated in Fig. 1. In both cases of
individual as well as population studies, doublets were first allowed
to form through collisions of two singlets at low shear rate (~8
s
1) in Couette flow within the rheoscope. They were then
subjected to a known higher shear rate (15-145 s
1). In
studies of individual break-ups with sphered and swollen red cells
(SSRCs) (Tees et al., 1993
) carboxyl-modified latexes (CML), and
aldehyde/sulfate (A/S) latexes (Tees and Goldsmith, 1996
; Kwong et al.,
1996
), preformed doublets were continuously observed and videotaped
until they broke up or were lost from view. In population studies with
A/S latexes (Kwong et al., 1996
), after being subjected to low shear
rate for 30 min, the number of doublets formed per unit volume was
counted, and the suspension was then subjected to a high shear rate for
known periods of time, after which the number of doublets broken up per
unit volume was determined. Accordingly, Eq. 5 was solved for three
distinct time periods with appropriate initial and matching
conditions to connect the periods.

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|
FIGURE 1
Schematic (not to scale) of the three model spherical
particles and two cross-linking molecules used in the doublet break-up
experiments (Tees et al., 1993 ; Tees and Goldsmith, 1996 ; Kwong et al.,
1996 ). (a) Sphered and swollen red cells (SSRCs) expressing
blood group B antigen cross-linked by monoclonal anti-B antigen IgM
antibody. The estimated contact area (based on an estimated 20-nm
separation between the cell surfaces) and site densities of B antigen
and IgM antibody are ~0.25 µm2, ~8 × 103 µm 2, and ~60 µm 2,
respectively (Tees et al., 1993 ). (b) Carboxyl-modified
latex (CML) spheres covalently coupled with synthetic blood group B
antigen cross-linked by monoclonal anti-B antigen IgM antibody. The
estimated contact area and site densities of B antigen and IgM antibody
are ~0.25 µm2, ~4 × 105
µm 2, and ~34 µm 2, respectively (Tees
and Goldsmith, 1996 ). (c) Aldehyde/sulfate (A/S) latex
spheres covalently coupled with monoclonal IgG antibody cross-linked by
0.9 nM divalent Gamma Bind G (a recombinant fragment of protein G,
Mw = 22,000). The estimated contact area and
site density of IgG antibody are ~0.10 µm2 and ~240
µm 2, respectively (Kwong et al., 1996 ). The Gamma Bind
G is present at a fourfold excess in solution over [IgG]. The contact
areas for both latex beads were based on an estimated 10-nm separation
between bead surfaces.
|
|
Formation of doublets upon collision
We first treat the process of doublet formation involving two-body
collisions between rigid spheres in Couette flow. Following Smoluchowski (1917)
, we consider a suspension of uniformly dispersed, equal-sized spheres (singlets) of radius R, whose density
(number per unit volume) is NS, and assume that
collisions occur after the rectilinear approach of particles to within
a distance 2R of their centers. Upon apparent contact, the
collision doublet so formed rotates with the angular velocity of a
rigid spheroid of axis ratio re (= 1.98), until
the mirror image of the position of apparent contact is reached, when
the doublet separates (Goldsmith and Mason, 1967
). Fig.
2 shows that a reference sphere placed at
the origin of the flow field (u3 = GX2;
u1, u2 = 0) will collide with all other
spheres whose centers pass through a collision disc of radius
2R and origin coincident with the reference sphere. Taking
cylindrical polar coordinates X3 (direction of
flow), r, and
2 with origin at the center of
the reference sphere, the elementary number of collisions,
dfc(r,
2), occurring
per unit time in an area element of the disc, r
dr d
2, can be written as
|
(6)
|
where u3(r,
2) = Gr sin
2 is the sphere velocity relative to the reference
sphere. Integrating over the entire collision disc (0
r
2R,
2
) yields the
two-body collision frequency per particle,
|
(7a)
|
Multiplying Eq. 7a by NS to account for all
singlets in the suspension and dividing by 2 to discount counting of
the same singlet twice results in the well-known equation
(Smoluchowski, 1917
) for the total two-body collision frequency
per unit volume:
|
(7b)
|
Bell (1981
; see also Tandon and Diamond, 1997
) introduced the
probability of adhesion per collision, Pa, which
could take a value of either 0 or 1, based on a deterministic criterion
assumed a priori, into the right-hand side of Eq. 6 to obtain the
fraction of the elementary number of collisions that results in doublet formation per unit time, dfp.

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FIGURE 2
Coordinate system describing two-body collisions
between rigid spheres of radius R in Couette flow.
(a) Cylindrical polar coordinates X2, r,
2 showing collision disc of radius 2R
drawn about the reference sphere, radius R, in the
X1X2 plane normal to the direction
of flow along the X3 axis. All spheres whose
centers lie on a path having r < R are assumed to
collide with the reference sphere. The number of collisions is equal on
both sides (+) and ( ) of the X1X2
plane. (b) Spherical polar coordinates, 1,
1 with X1 as the polar and
vorticity axis, constructed at the origin of the field of flow.
|
|
Our extension of Bell's approach is to solve Pa
from Eq. 5 under the condition that there is no bond initially. The
result can be expressed by a Poisson distribution (see Appendix A),
|
(8a)
|
and
|
(8b)
|
The approximation for pn given in Eq. 8a is
valid because of the relatively short lifetime,
t1, of a collision doublet (encounter duration
of two singlets in the absence of adhesive bonds to cross-link them)
even at low shear rate (average value
t1
= 5
/6G
0.3 s; Goldsmith and Mason, 1967
) compared to the
time scale of bond formation (tf = (Acmrmlkf)
1
29 s (cf. values listed in Table
1)). For the same reason, the force
dependence of the reverse rate coefficient should have no effect, as
the process is dominated by the forward rate constant. Thus
kr is absent from the approximate solutions
given by the far right-hand side of Eq. 8. We also assumed a constant
Ac, as we believed this was a better
approximation than Bell's (1981)
assumption that
Ac
(2R)2
r2, although results were available either way.
Multiplying the right-hand side of Eq. 6 with Pa
given by Eq. 8b and following the same steps as those used to derive
fc and Hc, the number of doublets formed in unit time (instantaneous two-body collision capture
frequency) per particle, fp, and the
corresponding total number per unit volume,
Hp, can be obtained as
|
(9)
|
Interestingly, under the short contact duration approximation, the
result is independent of the shear rate or the encounter duration, as
the effects of shear on increasing collision frequency and decreasing
encounter duration cancel one another out. Because of this result,
there is no need to calculate the encounter duration and the collision
swept area, as was done by Tandon and Diamond (1997)
.
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|
TABLE 1
Bond kinetic parameters calculated from data of population
studies of A/S latex spheres cross-linked by 0.9 nM protein G: effects
of approximating the initial condition with Poisson distribution, of
neglecting bond formation at high shear rate,
AcmrmlkfH,
and of including the low-shear-rate data in the bond parameter
evaluation
|
|
Survival of doublets at low shear rate
The short duration of two-body collisions also ensures that the
doublets so formed are most likely initially linked by only one bond,
as can be seen from Eq. 8, in that the ratio of the probability of
having multiple bonds to that of having only a single bond is equal to
Pa (~10
2, based on the values of
t1
given above and of
Acmrmlkf
listed in Table 1). The formation of more bonds and the breakage of existing bonds in these doublets again obey the master equations. Because these occurred at low shear rate, the effect of applied force
was neglected. This enabled Eq. 5 to be solved analytically by means of
the probability-generating function (see Appendix A),
|
(10a)
|
from which the probability pn of having
n bonds at time t (> t1) in a
doublet that had its first bond formed at time t = t1 can be obtained:
|
(10b)
|
Note that the probability-generating function from which Eq. 8a
was derived is simply the exponential part on the right-hand side of
Eq. 10a (see Appendix A).
It should be noted that the encounter duration t1
(~0.3 s) is much shorter than the experimental mixing phase
[0, t2] (~30 min), during which the
particle suspension was sheared at a low rate. As such, doublet
formation first becomes possible during [0, t1] but continues to occur throughout
[t1, t2]. To remind us of this
fact, the time periods (1) and (2), i.e., those of doublet forming and
surviving, are shifted, respectively, from [0, t1] and
[t1, t2] for the first doublet to
[
t1,
] and [
, t2] for an arbitrary doublet, where
designates the end point of a collision, which can take any value
between t1 and t2. On the
other hand, preformed doublets may also break even at low shear rate,
despite the fact that the forces acting on the bonds that cross-link
the two singlets were neglected. As a result, the number of doublets
per unit volume measured at the end of the mixing period (i.e.,
t = t2) should not simply be the
instantaneous collision capture frequency, Hp,
multiplied by the time interval, t2
t1, but instead be calculated from the doublets that
were formed and survived via a convolution integral,
|
(11)
|
where the overbar designates the time-averaged value weighted by
the (instantaneous) doublet survival probability, 1
p0.
p, defined by Eq. 11, is
referred to as the weighted time average of the two-body collision
capture frequency per unit volume.
For the same reason, the efficiency of doublet formation measured at
the end of the low shear mixing phase should not simply be the
instantaneous efficiency of doublet formation (two-body collision
capture efficiency; van de Ven and Mason, 1977
),
= Hp/Hc = (
/G)Acmrmlkf,
but should rather be its weighted (again by the doublet survival
probability) time-averaged value,
, calculated from
|
(12)
|
to discount doublets that had spontaneously broken up. Physically,
/
(=
p/Hp
1) is the
time-averaged probability of survival (and 1
/
that
of spontaneous break-up) of preformed doublets in the interval
[t1, t2].
/
= 0
indicates that there would be no doublets remaining at t = t2 as a result of spontaneous break-ups; and
/
= 1 means that all doublets formed at low shear rate
survived this mixing phase. Likewise, the probability distribution of
bonds in the doublets that survived at the end of the mixing period can
be obtained by taking the time average of doublets that were formed at
different times but all linked by the same number of bonds n
at t = t2 and then renormalizing by the
time-averaged survival probability:
|
(13)
|
Break-up of doublets at high shear rate
To predict the fraction of doublet break-ups at high shear rate,
Eq. 5 was again solved for time t > t2,
using Eq. 13 as an initial condition. Here, the dependence of the
reverse rate coefficient on force and the bond number, as given by Eq. 3, was taken into consideration. The periodic nature of the force (each
half-rotation through
having an identical period) enables the
solution to be expressed as (see Appendix A)
|
(14a)
|
where mmin = min(mr, ml). The
relationship between time t and the polar angle
1 of rotation is given by
|
(14b)
|
where re (= 1.98) is the equivalent axis
ratio of the doublet (Goldsmith and Mason, 1967
; Wakiya, 1971
). Note
that pn[t(0)] = pn(t2), which is given by Eq. 13. Thus, only the conditioned probabilities
pn|m (assuming that there were m
bonds initially) in [0,
] need to be solved. And here the
Runge-Kutta numerical scheme was employed, for an analytical solution
was no longer possible, as the force acting on the rotating doublet
varied continually with its orientation (Eq. 1). The remaining problem
is reduced to one of matrix multiplication.
Bi in Eq. 14a is a renormalization factor. In
the experiments of individual break-ups of doublets, each doublet was
continuously observed from the time it was first subjected to a high
shear rate until it broke up or left the field of view. If the doublet was still intact at the end of a half-rotation, one knows that the
probability of having no bond should be zero at that point in time. The
probability of having nonzero bonds can thus be renormalized by
Bi = 1
p0[t(i
)]. Not only does this enable us to
use experimental data to reduce the degree of uncertainty of our
prediction, but it also allows the predicted probability
p0 to be expressed in exactly the same way as
the experimental data, i.e., as the fraction of doublets broken up per
rotation (the fraction of the total number of doublets observed in that
rotation that broke up; Tees et al., 1993
). By contrast, in the
population studies, Bi is unity because the
doublet number density was only measured at the end of applying shear
for a given period of time (Kwong et al., 1996
).
The computations reported here were all carried out using the mean
angle factor
Cf
(Cf = sin2
1 sin 2
1). Using
Cf
appeared justifiable, because within
the measured variation of Cf in the population
of doublets observed, neither the predicted probabilities nor the
fitted kinetic parameters varied significantly (data not shown). These
results are corroborated by Monte Carlo simulations.
Data analysis
The theoretical model was fitted to the experimental data by using
a numerical routine that employs the Levenberg-Marquart method to
evaluate the parameters that minimize the error (
2)
between the data and the predictions (Press et al., 1989
). The chi
square statistic, or weighted sum of square of errors, was defined
by
|
(15)
|
where yi, y(xi), and
i are the measurement, prediction, and standard
deviation at xi, respectively, and N
is the number of data points. The reduced chi square statistic,
v2 =
2/
, where
is the number
of degrees of freedom (= N
Nf, where Nf is the number of fitting parameters), can be
used to measure both the appropriateness of the proposed model and the
quality of the data (Bevington and Robinson, 1992
). In the previous
experiments, the standard deviations were measured only in the
population studies but not in the individual break-up studies.
Therefore, the predicted standard deviations were used in Eq. 15 in the
curve fit of the individual doublet break-up data, as simply setting
i = 1 would yield misleadingly small
2
values as a result of the very small values of the measurements themselves (yi
1). The predicted standard
deviation,
i, is that of the Bernoulli trials
(e.g., Hines and Montgomery, 1990
),
|
(16)
|
as the doublets at any given time can only be observed in one of
two states: break-up (with a probability p0) or
intact (with a probability 1
p0). The
predicted standard errors, defined by
i =
i/
, where
Ni is the number of observations (e.g., number
of doublets employed in a simulation) comprising the ith
data point, indicate the expected fluctuations of predictions.
 |
COMPARISON WITH EXPERIMENT |
Doublet formation and bond evolution at low shear rate
The formation of the first bond and the evolution of additional
bonds in a doublet at low shear rate are the first two time phases of
doublet formation and breakage. Not only do their solutions introduce
an initial condition (Eq. 13) for solving Eq. 5 to predict doublet
break-up at high shear rate, but they also provide new predictions that
can be compared with data. In the case of the population study with
doublets of A/S latexes (Kwong et al., 1996
), the experimental results
are available for such a comparison. The relevant doublet formation
parameters are the instantaneous two-body collision capture frequency
per unit volume and its weighted time average,
Hp and
p, as well
as the two-body collision capture efficiency and its weighted time
average,
and
. In the experiments of Kwong et al. (1996)
,
particle suspensions containing 0.9 nM protein G and A/S latex spheres
of radius R = 2.38 µm and singlet density
NS = 8 × 103
µl
1 were sheared at a low rate G
8
s
1 for a duration t2
t1 = 30 min. It follows from Eq. 7b that the two-body collision
frequency per unit volume is Hc = 36.8 s
1 · µl
1. The doublet density
measured at the end of the low shear mixing phase was 768 ± 194 µl
1 (SD, N = 117). This resulted in
p = 0.427 ± 0.108 s
1 · µl
1 and
= 1.16 ± 0.29% by definition (Eqs. 11 and 12). To calculate
from
the convolution integral (far right-hand side of Eq. 12), the bond
kinetic parameters are required. The values,
AcmrmlkfL = 3.46 × 10
2 s
1 and
kr0 = 8.05 × 10
3
s
1, were taken from Table 1 (second column from the
right), where AcmrmlkfL
denotes the per-cell forward rate constant at low shear rate. As will
be explained below, these parameters were derived from curve fitting of
data from not only the low but also the high shear rate phases, and as
such are not totally freely adjustable parameters for the purpose of
calculating
p or
alone. The predicted doublet formation parameters are Hp = 0.500 ± 0.128 µl
1 · s
1 (Eq. 9),
= 1.36 ± 0.35%,
p = 0.440 ± 0.103 s
1 · µl
1 (Eq. 11), and
= 1.20 ± 0.31%. The latter two values are in excellent agreement with the measured data. Note that the time-averaged fraction of spontaneous break-up of preformed doublets, 1
/
= 0.118, is small but still significant at low shear
rate, even when the influence of applied force has been neglected. This
is consistent with the stochastic nature of bond association and dissociation for small bond numbers. In principle, doublet break-up can
occur under no applied load, and such doublet break-up was indeed
observed by Tees et al. (1993)
.
The ability to treat the low shear rate mixing phase and to connect it
with the high shear rate phase provides analytical tools for a new
experiment to measure the dependence of the doublet formation
efficiency,
, on the time, t2, during
which the particle suspension is subject to a low shear rate. The basic
idea is that doublets subjected to a longer low shear rate mixing phase
are more likely to develop a higher number of bonds. Indeed, evidence for this has recently been obtained using doublets of A/S latexes bearing covalently coupled platelet
IIb
3
integrin, cross-linked by divalent human fibrinogen. It was found that
when the low shear rate mixing phase was only 5 min, 13% of the
doublets could be broken up when subjected to high shear rates.
However, when sheared at low rate for more than 20 min, none of the
doublets could be broken up at the same high shear rates (Goldsmith and
McIntosh, unpublished results).
Probability distribution of initial bonds
To predict or simulate doublet break-up in the high shear rate
phase requires an initial condition, namely, the probability distribution of bonds in a doublet at t = t2. In the previous studies using Monte Carlo
simulations, this was done by assuming a Poisson distribution for the
initial bonds (Tees et al., 1993
). This introduced an additional
curve-fitting parameter
the average number of bonds,
n
which was needed to construct the Poisson distribution. In the present study, the two phases before the application of high shear rate (preceding section) were also
considered, and the resulting probability distribution at the end of
the low shear rate phase,
pn(t2) given by Eq. 13,
was then used as the required initial condition for solving the time
course of probability of doublet break-ups at high shear rate. Not only
does such a treatment remove an unnecessary assumption, but it also
enables evaluation of the forward rate constant,
AcmrmlkfL,
a parameter that has more intrinsic physical meaning than the average
number of initial bonds
n
. In addition, the analysis of the low shear rate period allows one to test the validity of the
Poisson approximation for initial bond distribution.
To make this test, Eq. 5 was solved under two different initial
conditions, and the results were expressed as the fraction of doublets
breaking up at various time points after being sheared at high rate as
well as the two initial bond distributions themselves. To isolate the
effect of the distribution, the influence of the fitting parameters
must be eliminated. Hence, the initial condition for the first solution
was taken to be the probability distribution of bonds at the end of the
low shear rate phase,
pn(t2), given by Eq. 13.
The average number of initial bonds
n
at
t2 = 30 min was computed as the mathematical
expectation from this
pn(t2). It was this very
same
n
that was used to construct a Poisson distribution that was assumed to be the initial condition for the
second solution. Also kept identical in the two solutions were the
other two bond kinetic parameters, i.e., the zero-force reverse rate
constant, kr0, and the bond interaction
parameter, a, both evaluated by curve fitting the data with
the first solution. It was found that both initial conditions, one
calculated from Eq. 13, and the other its Poisson approximation,
predicted virtually the same time course of break-up that was in
equally good agreement with the experimental data. Hence, only the
curve computed from Eq. 13 is shown in Fig. 3 a. Such a visual impression
was confirmed by the similar quantitative measures for the goodness of
fit of the two solutions, which are
2 = 8.99 and 8.59, respectively. This conclusion still held true when an additional
fitting parameter, the per-cell forward rate constant at high shear
rate,
AcmrmlkfH = 5.23 × 10
3 s
1 (Table 1, first
column from the right), was included in the analysis, which resulted in
two very similar
2 values (= 6.82 and 6.58, respectively). This is not surprising, as the Poisson distribution does
an excellent job in approximating the probability of initial bonds
(Fig. 3 b), and its standard deviation (
n = 2.75) is almost identical to that predicted from pn(t2) given by Eq. 13
(
n = 2.74). It is worth mentioning that even when the
parameters used to solve Eq. 5 under the Poisson initial condition were
allowed to vary freely instead of being required to match those under
the initial conditions of Eq. 13, the two approaches still yielded
equally good agreement with the data (not shown) and predicted very
similar parameters (Table 1, third and fourth or fifth and sixth
columns from the right). Thus the Poisson distribution is a very good
approximate initial condition for solving the break-ups of doublets at
high shear rate.

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|
FIGURE 3
Test of Poisson distribution as an approximate initial
condition for solving Eq. 5. (a) Comparisons among the data
(points, from Kwong et al., 1996 , by permission) and the
predicted break-up (solid curves) of doublets of A/S spheres
cross-linked by 0.9 nM divalent protein G. The best fit predicted
fractions of doublet break-up as functions of time,
p0(t), were calculated from Eq. 14a with
FN,max = 85 and 185 pN and
Cf = 0.950 (derived from the
corresponding individual break-up experiments; Kwong et al., 1996 ),
using as initial condition
pn(t2) or Poisson
distribution for three-parameter fitting the latter is not shown, as
the curves are almost identical. The parameter values that resulted in
the best fit are listed in Table 1 (second column from the right).
(b) Comparison of the Poisson distribution (solid
bars) to the probability distribution of bonds,
pn(t2), calculated from
Eq. 13 (open bars), linking the doublets at the end of the
low shear rate phases (t = t2). The mean
bond number, n , of the Poisson distributions was
required to match that calculated as mathematical expectation from the
probability pn(t2)
predicted by Eq. 13 (both n = 2.42). Both probability
distributions have been renormalized, so that p0 = 0.
|
|
Doublet break-up at high shear rate
The data for break-up of A/S latex doublets at high shear rate
have already been compared with the predictions (Fig. 3 a). It should be pointed out that, in the present probabilistic model, the
calculations of the bond kinetic parameters utilize information from
all three experimental time periods. The benefit of this approach is
twofold: it keeps the number of freely adjustable fitting parameters to
a minimum and, at the same time, increases the reliability of the
computed values of these intrinsic properties. The per-cell forward
rate constant,
AcmrmlkfL,
and the zero-force reverse rate constant,
kr0, were calculated not only by fitting the
doublet formation data (i.e.,
, via Eqs. 9-12) at the low
shear rate period, but also by adjusting the initial