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Biophys J, November 1999, p. 2590-2601, Vol. 77, No. 5

Series Resistance Compensation for Whole-Cell Patch-Clamp Studies Using a Membrane State Estimator

Adam J. Sherman, Alvin Shrier, and Ellis Cooper

Department of Physiology, McGill University, Montréal, Québec, Canada

    ABSTRACT
TOP
ABSTRACT
INTRODUCTION
THEORY
MATERIALS AND METHODS
RESULTS AND DISCUSSION
CONCLUSION
APPENDIX
REFERENCES

Whole-cell patch-clamp techniques are widely used to measure membrane currents from isolated cells. While suitable for a broad range of ionic currents, the series resistance (Rs) of the recording pipette limits the bandwidth of the whole-cell configuration, making it difficult to measure rapid ionic currents. To increase bandwidth, it is necessary to compensate for Rs. Most methods of Rs compensation become unstable at high bandwidth, making them hard to use. We describe a novel method of Rs compensation that overcomes the stability limitations of standard designs. This method uses a state estimator, implemented with analog computation, to compute the membrane potential, Vm, which is then used in a feedback loop to implement a voltage clamp; we refer to this as state estimator Rs compensation. To demonstrate the utility of this approach, we built an amplifier incorporating state estimator Rs compensation. In benchtop tests, our amplifier showed significantly higher bandwidths and improved stability when compared with a commercially available amplifier. We demonstrated that state estimator Rs compensation works well in practice by recording voltage-gated Na+ currents under voltage-clamp conditions from dissociated neonatal rat sympathetic neurons. We conclude that state estimator Rs compensation should make it easier to measure large rapid ionic currents with whole-cell patch-clamp techniques.

    INTRODUCTION
TOP
ABSTRACT
INTRODUCTION
THEORY
MATERIALS AND METHODS
RESULTS AND DISCUSSION
CONCLUSION
APPENDIX
REFERENCES

Most electrophysiological studies designed to measure ionic currents from single cells use whole-cell patch-clamp techniques. While these techniques are suitable for a broad range of ionic currents, the limited bandwidth of the whole-cell configuration makes it difficult to measure rapid ionic currents, such as voltage-gated Na+ currents from nerve or muscle cells. The major factor that limits the voltage clamping bandwidth in the whole-cell configuration is the series resistance (Rs) introduced by the recording pipette (Sigworth, 1983). Therefore, to measure rapidly activating currents reliably, it is necessary to increase the voltage clamping bandwidth by compensating for Rs. The main difficulty with commonly used Rs compensation techniques is the instability that arises at high voltage clamping bandwidth. This instability makes measurements of rapid ionic currents with the whole-cell patch-clamp configuration extremely difficult.

To overcome the problem of instability, we have developed a novel approach to Rs compensation that is based on a membrane state estimator. State estimator Rs compensation overcomes the stability limitations of standard designs and is simple and straightforward to use. In this paper, we outline the theory of state estimator Rs compensation. Next, we demonstrate the high bandwidth and stable performance of state estimator Rs compensation and compare it with various methods currently in use to compensate for Rs. Finally, we show the utility of state estimator Rs compensation by measuring voltage-gated Na+ currents from dissociated neonatal rat sympathetic neurons. Our results clearly illustrate the advantages of state estimator Rs compensation for measuring rapidly activating ionic currents in single cells.

    THEORY
TOP
ABSTRACT
INTRODUCTION
THEORY
MATERIALS AND METHODS
RESULTS AND DISCUSSION
CONCLUSION
APPENDIX
REFERENCES

Voltage clamping bandwidth and standard Rs compensation

The time constant that determines the whole-cell voltage-clamp bandwidth is given by tau vclamp approx  RsCm when Rm >> Rs, where Rm is the cell membrane resistance and Cm is the cell membrane capacitance (Sigworth, 1983). With typical values for Rs and Cm (5-20 MOmega ; 15-100 pF), tau vclamp is several hundred microseconds; this is too slow to voltage clamp rapid ionic currents.

The standard method for compensating for Rs and increasing bandwidth is to compute a scaled value of the pipette current (Ip) and add it as a correction signal to the command potential (Vc) (see Fig. 1). Ideally, when the scaling factor alpha  approaches unity, corresponding to 100% Rs compensation, the membrane potential (Vm) follows Vc exactly. In practice, when alpha  is greater than ~0.8, standard Rs compensation becomes unstable. For wide bandwidth Rs compensation, the instability results from two main factors: 1) limited bandwidth in the current-measuring circuitry and 2) the effects of stray pipette capacitance (Cp) (Sigworth, 1983; also see the Appendix). For stability at 90% Rs compensation, the bandwidth of the current measurement circuitry that generates the Rs correction signal must be greater than 300 kHz, which is difficult to achieve in practice. More importantly, Cp introduces an erroneous correction signal not modeled in Fig. 1 that destabilizes the Rs compensation feedback loop. For stable operation, Cp must be neutralized electronically to <0.05 pF (Sigworth, 1983); slight shifts in pipette capacitance, as happen when the pipette immersion depth changes, easily drive the Rs compensation circuitry from a marginally stable state into oscillation. Consequently, it is exceedingly difficult to achieve the wide bandwidth and stability necessary to measure rapidly activating currents with amplifiers that incorporate standard Rs compensation.



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FIGURE 1   Standard Rs compensation for a single electrode voltage clamp: Vp = Vc + alpha IpmeasRs, Vm = Vp - IpRs therefore  Vm = Vc if Ipmeas = Ip and alpha  right-arrow 1. Vc = command voltage, Vp = pipette voltage, Vm = membrane voltage, Ip = pipette current, Rs = pipette series resistance, Rm = cell resistance, Cm = cell capacitance.

The two-electrode configuration and the membrane voltage estimator

A successful approach to overcoming the effects of Rs is to use two electrodes instead of one. A two-electrode voltage clamp uses one electrode to measure Vm and the other electrode to pass current; Vm is clamped at Vc with a negative feedback loop (see Fig. 2 A). In this arrangement, Rs is contained within the feedback loop and produces little limitation on the voltage clamp bandwidth because its effects are attenuated by the large open-loop gain of the feedback circuit.



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FIGURE 2   (A) Two-electrode voltage clamp. (B) Single-electrode voltage clamp using a membrane state estimator. Vc = command voltage, Vp = pipette voltage, Vm = membrane voltage, Ip = pipette current, Ipmeas = measured pipette current, Vpmeas = measured pipette voltage, Vmmeas = measured membrane voltage, Vmest = estimated membrane voltage.

Our approach to Rs compensation for a single-electrode voltage clamp is based on the two-electrode topology in conjunction with a membrane state estimator, as shown in Fig. 2 B. The state estimator computes Vm and functions as a "virtual electrode" in place of the physical measuring electrode and voltage follower. We call this configuration state estimator Rs compensation.

Using only a single electrode, state estimator Rs compensation achieves a bandwidth and stability similar to those of a two-electrode voltage-clamp amplifier. The closed-loop bandwidth and steady-state error become independent of Rs, effectively achieving 100% Rs compensation. Stability is greatly improved over standard Rs compensation by eliminating the need to neutralize Cp electronically. Equally important, state estimator Rs compensation is independent of cell conductance changes, ensuring wide voltage-clamp bandwidth, even during the measurements of large ionic currents.

State estimator theory

The recording patch pipette electrode can be modeled as in Fig. 3. Given that Ip, Vp, Rs, and Cp are known values as defined in Fig. 3, Vm can be estimated as follows:



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FIGURE 3   Lumped parameter RC model of patch pipette: Vp = pipette voltage, Vm = cell voltage, Ip = total pipette current, Ipc = pipette capacitive current, Ipr = pipette resistive current, Rs = pipette series resistance, Cp = pipette capacitance, Zcell = cell impedance.

Applying Kirchoff's current law gives
I<SUB><UP>pr</UP></SUB>=I<SUB><UP>p</UP></SUB>−I<SUB><UP>pc</UP></SUB> (1)
Applying Ohm's law gives
V<SUB><UP>m</UP></SUB>=V<SUB><UP>p</UP></SUB>−I<SUB><UP>pr</UP></SUB>R<SUB><UP>s</UP></SUB> (2)
Substituting Eq. 1 into Eq. 2 gives
V<SUB><UP>m</UP></SUB>=V<SUB><UP>p</UP></SUB>−(I<SUB><UP>p</UP></SUB>−I<SUB><UP>pc</UP></SUB>)R<SUB><UP>s</UP></SUB> (3)
From generalized Ohm's law,
I<SUB><UP>pc</UP></SUB>=V<SUB><UP>p</UP></SUB>C<SUB><UP>p</UP></SUB>s (4)
Substituting Eq. 4 into Eq. 3 gives
V<SUB><UP>m</UP></SUB>=(&tgr;<SUB><UP>p</UP></SUB>s+1)V<SUB><UP>p</UP></SUB>−I<SUB><UP>p</UP></SUB>R<SUB><UP>s</UP></SUB> (5)
where tau p = pipette time constant = RsCp and s is the Laplace transform frequency variable. Once Rs and Cp are determined for the patch pipette electrode, Eq. 5 can be solved in real time to compute Vm independently of cell conductance changes.

Bandwidth and stability of state estimator Rs compensation

Fig. 4 A shows the block diagram for a single-electrode voltage clamp incorporating state estimator Rs compensation. In Fig. 4 A, block 1 represents a controlled current source, with gain G0 in units of conductance and bandwidth set by tau cs. Block 2 gives the transfer function of pipette voltage to pipette current when the pipette is modeled as in Fig. 3 and the cell is modeled as in Fig. 1. Blocks 3, 4, and 5 implement Eq. 5, with tau Vpmeas setting the pipette voltage measurement bandwidth, tau Ipmeas setting the pipette current measurement bandwidth, and tau vest setting the state estimator output bandwidth. Full Rs compensation occurs when Rsest in block 3 is set equal to Rs and tau pest in block 4 is set equal to the pipette time constant tau p.



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FIGURE 4   Stability of state estimator Rs compensation. (A) s-domain block diagram of single-electrode voltage clamp using state estimator Rs compensation. (B) Open-loop Bode plot of Vmest (s)/Vc (s), where s = j2pi f, with the feedback path broken at X. (C) Closed-loop step response plot of Vm when Vc undergoes a stepwise transition from 0 to 100 mV at t = 0. Rs = 5 MOmega , Cp = 1 pF, Rm = 500 MOmega , Cm = 50 pF, tau Vpmeas, tau Ipmeas, tau vmest = 1.6 µs, tau cs = 0.32 µs, G0 = 3 µA/V. Vc = command voltage, Verr = error voltage, Ip = pipette current, Vp = pipette voltage, Vmest = computed membrane voltage, tau p = RsCp = pipette time constant, tau m = RmCm = membrane time constant, tau cs sets current source bandwidth, tau Ipmeas sets Ip measurement bandwidth, tau Vpmeas sets Vp measurement bandwidth, tau vest sets membrane state estimator bandwidth.

Fig. 4, B and C, shows the typical performance of state estimator Rs compensation in the frequency domain (Fig. 4 B) and the time domain (Fig. 4 C), using representative parameter values. The Bode plot in Fig. 4 B shows a gain margin of 17 dB and a phase margin of 62°, ensuring stable voltage clamping with full Rs compensation. The closed-loop voltage-clamping bandwidth is roughly equal to the open-loop 0-dB cross-over frequency (10 kHz). This 10-kHz bandwidth translates to a step response time of less than 50 µs, as shown in Fig. 4 C. These wide stability margins ensure stable performance even if parameters shift during an experiment. (A comparative stability analysis is given in the Appendix.)

To achieve the stability margins in Fig. 4, state estimator Rs compensation requires close phase matching of the Ip and Vp signals up to ~50 kHz. In contrast, obtaining similar stability margins with standard Rs compensation requires bandwidths greater than 300 kHz (Sigworth, 1983); such bandwidths are difficult to achieve in practice. In addition, standard Rs compensation requires near-perfect Cp nulling, whereas Cp nulling is not needed with state estimator Rs compensation. However, as with standard Rs compensation, the value of Cp, once determined, must not fluctuate for stability to be maintained.

Other approaches for Rs compensation

Moore et al. (1984) and Strickholm (1995b) each describe modifications to standard Rs compensation that feed back a scaled value of the steady-state pipette current as opposed to the total pipette current. The steady-state current is computed using an electronic bridge that subtracts the transient membrane capacitive current from the measured total pipette current. While this approach can achieve 100% Rs compensation in the steady state, it is not suitable for measurements during large, rapid (<1 ms) changes in membrane conductance.

Because the bridge is balanced only for a fixed value of Rm, large changes in membrane conductance will unbalance the bridge and voltage control returns slowly. As shown in Fig. 5 A, with typical pipette and cell parameters and a step conductance change from 2 to 50 nS, the voltage recovers in ~1 ms; this is too slow to voltage clamp fast ionic currents. Adding a "supercharging" potential to Vc speeds voltage-clamp control for a step change in Vc (Strickholm, 1995a) but does not improve the voltage recovery time when the membrane conductance changes (compare dotted and solid lines in Fig. 5 A). In contrast, state estimator Rs compensation is independent of cell conductance changes, ensuring rapid voltage-clamp recovery from changes in ionic conductance as well as changes in Vc, as shown in Fig. 5 B.



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FIGURE 5   (A) Steady-state Rs compensation with (------) and without (·····) supercharging showing Vm (top) and Ip (bottom). Bridge balance set for Rm = 500 MOmega , Cm = 50 pF. (B) State estimator Rs compensation showing Vm (top) and Ip (bottom). In both A and B, Vc steps form 0 to 100 mV at t = 0; Rm steps from 500 to 20 MOmega at t = 3 ms (marked by arrow). All other values are as in Fig. 4.

Brennecke and Lindemann (1972) described another approach to overcoming Rs (see also Wilson and Goldner, 1975). Variously called switch-clamp, pulsed current clamp, or discontinuous feedback voltage-clamp amplifiers, these designs operate by repetitively cycling a single electrode between current-passing and voltage-measuring modes. During voltage-measuring mode the amplifier passes no current, ensuring that the measured voltage reflects Vm independently of Rs. The attainable bandwidth is limited by the maximum switching rate, yet this switching rate is itself limited by Cp (Finkel and Redman, 1984). Consequently, to increase bandwidth it is necessary to neutralize Cp electronically, as with standard Rs compensation. This Cp neutralization compromises the stability of the voltage clamp. The attainable voltage-clamp bandwidth using discontinuous feedback is generally insufficient to measure rapidly activating currents, such as voltage-gated Na+ currents from nerve or muscle.

    MATERIALS AND METHODS
TOP
ABSTRACT
INTRODUCTION
THEORY
MATERIALS AND METHODS
RESULTS AND DISCUSSION
CONCLUSION
APPENDIX
REFERENCES

Amplifier benchmarks

We built a voltage-clamp amplifier implementing the state estimator Rs compensation described in the Theory section and tested its performance using the model membrane and the low-noise dynamic switch shown in Fig. 6. This single-pole single-throw (SPST) switch makes a clean, single-step transition with no detectable switching artifact. We constructed this switch by attaching two silver chlorided wires separated by ~1 cm to the inside of a microcentrifuge tube with a small hole drilled in the bottom. A dilute salt solution established the electrical contact; when the fluid drained from the tube the contact was broken (see Fig. 6). With the switch initially open, we adjusted the amplifier for full Rs compensation by giving repetitive voltage test pulses and adjusting Rsest and tau pest (see Fig. 4) to minimize the capacity current transient decay time. The current source gain (Go, Fig. 4) was then increased to 10 µA/V. The microcentrifuge tube was then filled with salt solution, and the current monitor output of the amplifier was captured using a Nicolet model 3091 digital oscilloscope (Nicolet Instrument Corporation, Madison, WI) when the switch made the closed to open state transition. As a comparison we repeated the test using an Axopatch 1D with standard Rs compensation (Axon Instruments, Foster City, CA).



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FIGURE 6   (A) Model circuit used for dynamic conductance change. (B) Low-noise, bounceless SPST switch implementation. When the tube is filled with solution, the switch is closed; as the fluid level drops below wire A, the switch opens. (C, D) Measured current response of Axopatch 1D, using standard Rs compensation. (C) Custom-built amplifier using state estimator Rs compensation (D) to step conductance change while holding at -100 mV. The switch Sw1 opening marked by arrow. Rs = 4.7 MOmega , Cp approx  1.5 pF, Cm = 47 pF, Rm1 = 180 MOmega , Rm2 = 10 MOmega . Traces in C: Low-pass filtered with a 4-pole Bessel filter at 10 kHz. Traces in D: Low-pass filtered with a 1-pole RC filter at 15 kHz.

Electrophysiological recordings

We made whole-cell patch-clamp recordings from neonatal rat superior cervical ganglia (SCG) neurons. Neonatal rat SCG neurons were cultured for 12-72 h as described by McFarlane and Cooper (1992). All experiments were done at 23°C, using the following solutions (in mM): Pipette solution: 50 KAc, 65 KF, 5 NaCl, 0.2 CaCl2, 1 MgCl2, 10 HEPES, 10 EGTA. (In some experiments K+ currents were blocked by replacing K+ with Cs+.) Extracellular solution: 140 NaCl, 5.4 KCl, 0.3 NaH2PO4, 0.44 KH2P04, 2.8 CaCl2, 0.18 MgCl2, 10 HEPES, 5.6 glucose. Electrodes were made with a two-stage micropipette puller (model PP-83; Narishige Instrument Co., Tokyo, Japan) from Kimax-51 glass capillary tubes (Kimble Science Products, Chicago, IL). Resistance measured in the bath was 2-5 MOmega ; whole-cell access resistance was 3-13 MOmega . In some experiments, the electrodes were coated with Sylgard (Dow Corning, Auburn, MI). Once in whole-cell mode, we obtained full Rs compensation by giving hyperpolarizing test pulses and adjusting Rsest and tau pest (see Fig. 4) to minimize the capacity current transient decay time. Then we increased the current source gain (Go, Fig. 4) to achieve a closed-loop bandwidth greater than 10 kHz. In all cases, Go was greater than 5 µA/V, and the capacity current transient decay time was less than 70 µs. This tuning procedure took ~20 s. PatchKit software (Alembic Software, Montréal, Québec, Canada) was used for simultaneous on-line stimulation and acquisition. Voltage-clamp recordings were low-pass filtered at 15 kHz with a single-pole RC filter and digitized at 100 kHz with an IBM-compatible 33-MHz 486 computer equipped with a DAS-20 acquisition board (Omega Engineering, Stamford, CT).

    RESULTS AND DISCUSSION
TOP
ABSTRACT
INTRODUCTION
THEORY
MATERIALS AND METHODS
RESULTS AND DISCUSSION
CONCLUSION
APPENDIX
REFERENCES

Amplifier benchmarks

To demonstrate the value of state estimator Rs compensation, we built a prototype single-electrode voltage-clamp amplifier that incorporated state estimator Rs compensation as described in the Theory section and compared its performance to a commercial amplifier with standard Rs compensation (Axopatch 1D). To test the performance of both amplifiers, we measured their responses to a step change in conductance. While it would have been simpler to test the performance using a fixed-conductance model membrane, such tests can be misleading when used to measure the performance of Rs compensation. With a fixed-conductance model membrane, the amplifier bandwidth is normally determined by measuring the capacity transient decay time in response to a voltage step. However, with commercial amplifiers that incorporate standard Rs compensation, the whole-cell charging current is delivered by an injection capacitor to avoid saturation before standard Rs compensation is applied (Sigworth, 1983); therefore, the current transient in response to a voltage step no longer reflects of the amplifier's bandwidth. Similarly, with amplifiers that use prediction or supercharging Rs correction circuits to speed up the response to a voltage step, the capacity transient cannot be used as a measure of the system's bandwidth (see Theory; Fig. 5). For these reasons, we measured Rs compensation performance in response to a step conductance change.

To create a step conductance change, we built a low-noise SPST switch (see Materials and Methods). We could not use ordinary field effect transistor or mechanical relay switches: the charge injection of field effect transistor switches obscures the current transients, and most mechanical switches are noisy and the contacts bounce.

First, we tested the performance of the Axopatch 1D, using the circuit and low-noise SPST switch described in Fig. 6, A and B. Set at 80% Rs compensation, the response time of the Axopatch 1D was >100 µs. At higher Rs compensation settings, the amplifier exhibited oscillations due to the inherent instabilities described above (see Theory), and surprisingly, the response time of the Axopatch 1D never decreased below 90 µs. From our experiments on Na+ currents (see below), if the amplifier response time is greater than 90 µs, one has difficulty measuring Na+ currents from mammalian neurons under voltage-clamp conditions.

To ensure that the measured performance of the Axopatch 1D was not obscured by a switch artifact, we verified the performance of the SPST switch by setting Rs = 10 kOmega and using no Rs compensation. The recorded current trace showed a clean step transition in less than 20 µs with no measurable switch artifact (data not shown).

Next we repeated the test, using our amplifier. We adjusted for full Rs compensation by minimizing the capacity current transient decay time in response to voltage steps (see Materials and Methods). In contrast to what we observed for the Axopatch 1D, our amplifier responded in under 50 µs to a step conductance change, confirming the bandwidth and stability of state estimator Rs compensation predicted from the theory (Fig. 6 D). These results clearly demonstrate the advantages of using a state estimator to compensate for Rs.

Measurements of voltage-gated Na+ currents

To demonstrate further the utility of state estimator Rs compensation when recording whole-cell currents with a single-electrode voltage clamp, we used our amplifier to measure ionic currents from single cells. As a stringent test, we measured voltage-gated inward Na+ currents from nerve and muscle cells. Because these Na+ currents are large and activate extremely rapidly, they are difficult to measure accurately with conventional single-electrode patch-clamp amplifiers (Schofield and Ikeda, 1988; Nerbonne and Gurney, 1989; Hanck, 1995; Sakakibara et al., 1993).

Rat SCG neurons

For our first experiments, we used cultured neonatal rat SCG neurons. We chose this preparation because voltage-gated Na+ currents from adult rat SCG neurons have been measured previously by two-electrode voltage-clamp techniques (Belluzzi and Sacchi, 1986), providing a reference for our measurements. In addition, these large neurons are difficult to voltage clamp with conventional single-electrode patch-clamp amplifiers (Schofield and Ikeda, 1988; Nerbonne and Gurney, 1989).

Fig. 7 A shows the membrane currents from a neonatal SCG neuron evoked by depolarizing voltage steps from a holding potential of -90 mV with no Rs compensation. Under these conditions the voltage-clamp bandwidth was too low to control Vm: with steps to -50 mV and greater, we observed a clear delayed inflection in the current records. These delayed inflections indicate loss of voltage control and the generation of unclamped action potentials. With further depolarization, the latency to evoke these unclamped action potentials decreased. The peak I-V curve for these currents (Fig. 7 A, right) has a corresponding discontinuity at -50 mV, clearly deviating from the expected Hodgkin-Huxley (HH) description of Na+ currents.



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FIGURE 7   Voltage-clamped Na+ current from a P1 SCG neuron in culture for 6 days (Cm = 25 pF; Rs = 6 MOmega ). (A, B) Na+ current activation and peak I-V curve using 0% and 100% Rs compensation, respectively. (C) Stimulation protocol for displayed traces in A and C.

Fig. 7 B shows membrane currents and the corresponding peak I-V curves from the same neuron with full Rs compensation. With full Rs compensation, the bandwidth of the voltage-clamp amplifier is increased to ~10 kHz, as predicted from the theory, and as indicated by the decay time of the capacity transients in response to voltage steps. In response to incrementing depolarizing voltage steps, we observed Na+ currents that activated immediately at the end of the capacity transient and whose activation kinetics increased with increasing command voltages, as predicted from an HH description of voltage-gated Na+ currents. In this neuron, with full Rs compensation, we did not observe delayed inflections in the current records and the generation of unclamped action potentials. The amplitude of the inward Na+ current increased with successive depolarizations up to -18 mV, reaching a maximum of 32 nA. The I-V curve shows that Na+ current activation is a steep and continuous function of Vm (Fig. 7 B), similar to that obtained using two-electrode voltage-clamp studies of these neurons (Belluzzi and Sacchi, 1986).

Our ability to measure Na+ currents depended critically on fully compensating for Rs. Fig. 8 shows our results from another neuron, with 100% and 80% Rs compensation. With 80% Rs compensation (Fig. 8 A) the control of Vm was improved because of the increased bandwidth, but it was still not sufficient to prevent the escape of Vm when the command voltage was stepped to -50 mV. At -50 mV, the Na+ currents activated slowly with no detectable latency, as was the case with full Rs compensation; however, after ~1 ms, we observed a clear inflection in the current, indicating the presence of an unclamped action potential. The insufficient bandwidth at 80% Rs compensation was readily apparent from the corresponding I-V curve (Fig. 8 A, right); the I-V curve has a clear discontinuity starting at -50 mV, and compared to full Rs compensation in Fig. 8 B, the peak inward current was shifted leftward by ~20 mV.



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FIGURE 8   Voltage-clamped Na+ current from a P1 SCG neuron in culture for 1 day (Cm = 12 pF; Rs = 5 MOmega ). (A, B) Na+ current activation and peak I-V curve using 80% and 100% Rs compensation, respectively. (C) Stimulation protocol for displayed traces in A and C.

In practice, full Rs compensation was straightforward to achieve for the majority of the 31 neurons we studied. In 25 neurons (70%), we could successfully measure Na+ currents under voltage-clamp conditions, similar to those shown in Fig. 7 B. In the remaining six cells we were unable to maintain voltage control, even though Rs compensation reduced the transient decay time to <70 µs. In these cells, the membrane resealed spontaneously, and the uncompensated capacity transient often had a multiexponential time course. While these cells usually had high (~8-10 MOmega ) access resistances, we were able to voltage clamp other neurons with equally high access resistance without difficulty. We suggest that the loss of voltage control arose from incomplete membrane rupture, which added a series resistance with a more complicated equivalent circuit that could not be fully compensated for with state estimator Rs compensation.

Effective Rs using state estimator Rs compensation

Comparing Fig. 4 A with Eq. 5, it can be seen that full Rs compensation is achieved when Rsest is set equal to Rs. Even when this is so, there is still an effective Rs remaining. This is analogous to what occurs with a two-electrode voltage clamp, where the effective Rs is proportional to the Rs of the current injection electrode attenuated by the open-loop gain: as the open-loop gain is increased, the effective Rs decreases but never entirely vanishes. To measure the effective Rs achieved in practice, we adjusted the amplifier for full Rs compensation (see Materials and Methods) and then measured two successive peak I-V curves: curve 1 with a holding potential of -90 mV to remove Na+ channel inactivation completely, and curve 2 with a holding potential of ~ -70 mV to inactivate roughly half of the cell's Na+ channels (Fig. 9). The effective Rs can then be estimated by comparing the points at which half-maximum inward current (half-maximum inward current) occurs in curves 1 and 2; given that half-maximum inward current occurs in curves 1 and 2 at points (V1, I1) and (V2, I2), respectively, the effective Rs is given by (V1 - V2)/(I1 - I2). For the cell shown in Fig. 9, the effective Rs was ~220 kOmega , whereas the uncompensated Rs was 6 MOmega . In practice, the effective Rs ranged from 50 to 250 kOmega (n = 5).



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FIGURE 9   Measuring the effective Rs using state estimator Rs compensation. Peak I-V curves of Na+ current activation from a SCG neuron in response to depolarizing voltage steps with Vh = -90 mV (curve 1------) and Vh = -70 mV (curve 2, - - -). Rs = 6 MOmega , effective Rs = 220 kOmega .

In addition to neurons, we used our amplifier to measure voltage-gated Na+ currents from isolated adult human heart ventricular myocytes. With full Rs compensation, the Na+ currents activated immediately after the capacity transient (data not shown). The Na+ currents peak amplitudes increased with successive depolarization up to -26 mV, reaching a maximum of 81.8 nA; there were no unclamped action potentials or delayed inflections in the currents record. The I-V curve shows steep activation with Vm and no discontinuities.

    CONCLUSION
TOP
ABSTRACT
INTRODUCTION
THEORY
MATERIALS AND METHODS
RESULTS AND DISCUSSION
CONCLUSION
APPENDIX
REFERENCES

In this paper, we demonstrate an improved method for compensating for Rs when recording in whole-cell patch-clamp configurations. This method is straightforward to implement, and amplifiers incorporating state estimator Rs compensation are extremely stable. The main aspect of this Rs compensation method is to compute Vm using a state estimator and to use this value in a feedback loop to implement a voltage clamp.

Using a model cell with parameter values representative of whole-cell recording, our benchtop tests show that state estimator Rs compensation responds to step conductance changes in well under 50 µs, whereas standard Rs compensation reaches a limit of ~90 µs before the onset of oscillations. Our experiments on neurons demonstrate that it is essential to have such a rapid response to voltage clamp Na+ currents reliably. Equally important, our experiments demonstrate that state estimator Rs compensation amplifiers perform well in actual physiological experiments. As such, these amplifiers should make it easier to measure large rapid ionic currents by whole-cell patch-clamp techniques.

    APPENDIX: STABILITY ANALYSIS
TOP
ABSTRACT
INTRODUCTION
THEORY
MATERIALS AND METHODS
RESULTS AND DISCUSSION
CONCLUSION
APPENDIX
REFERENCES

This appendix compares the stability of various forms of Rs compensation with state estimator Rs compensation. First we analyze the stability of standard Rs compensation. We extend this analysis to include known modifications that improve stability: low-pass filtering of the Rs compensation signal, and the steady-state Rs compensation outlined by Moore et al. (1984) and Strickholm (1995b). Then the analysis is extended further to include state estimator Rs compensation, demonstrating quantitatively its improved stability over conventional approaches. Finally, we discuss configuration aspects that affect the stability of state estimator Rs compensation.

For each system an s-domain transfer function representation is given, which includes a feedback loop. The stability of the loop is determined by forming a Bode plot of the open-loop frequency response and applying the Nyquist stability criteria to determine the gain and phase margins.

Standard Rs compensation

Fig. A1 A shows a transfer function representation of standard Rs compensation similar to the one used by Sigworth (1983), but including the effects of pipette capacitance Cp (compare Fig. A1 A with Fig. 1). Block 1 gives the transfer function of Ip to Vp when Rm >> Rs. Block 2 forms the Rs compensation signal Vcor by measuring Ip with a bandwidth set by tau z and scaling it by alpha Rs (100% Rs compensation occurs when alpha  right-arrow 1). The block diagram assumes that Vp is clamped using a feedback loop with much higher bandwidth than the Rs compensation feedback loop, as is the case using an I-V converter headstage, allowing interaction between each loop to be ignored (Sigworth, 1983). The open-loop transfer function of the feedback loop in Fig. A1 A is given by

=<FR><NU>&agr;&tgr;′<SUB><UP>a</UP></SUB>s(&tgr;′<SUB><UP>p</UP></SUB>s+1)</NU><DE>(&tgr;<SUB><UP>a</UP></SUB>s+1)(&tgr;<SUB><UP>z</UP></SUB>s+1)</DE></FR> ((A1))
where
C′<SUB><UP>m</UP></SUB>=(C<SUB><UP>m</UP></SUB>+C<SUB><UP>p</UP></SUB>)≅C<SUB><UP>m</UP></SUB>,

&tgr;′<SUB><UP>a</UP></SUB>=R<SUB><UP>s</UP></SUB>C′<SUB><UP>m</UP></SUB>≅&tgr;<SUB><UP>a</UP></SUB>=R<SUB><UP>s</UP></SUB>C<SUB><UP>m</UP></SUB>,

&tgr;′<SUB><UP>p</UP></SUB>=R<SUB><UP>s</UP></SUB><FR><NU>C<SUB><UP>m</UP></SUB>C<SUB><UP>p</UP></SUB></NU><DE>C<SUB><UP>m</UP></SUB>+C<SUB><UP>p</UP></SUB></DE></FR>≅&tgr;<SUB><UP>p</UP></SUB>
when Cm >> Cp. To ensure stability, |F1(jomega )| < 1 when angle  F1(jomega <=  0, which occurs when the slope of |F1(jomega )| <=  0. Fig. A1 B plots |F1(jomega )| for various values of tau z and tau p so that the stability criteria can be verified.



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FIGURE A1   Stability of standard Rs compensation. (A) s-domain block. (B) Open-loop Bode plot of |F1(jomega )|. Rs = 5 MOmega , Cm = 50 pF, alpha  = 1, tau p, tau z as indicated.

In Fig. A1 B, traces 1-3 illustrate wideband Rs compensation (tau z = 1 µs) with decreasing pipette capacitance. For these three traces, when omega  < 1/tau a |F1(jomega )| is dominated by the zero at the origin, rising at 20 dB per decade with a 90° phase angle so that the stability criteria are not violated. When 1/tau a < omega  < 1/tau z, 1/tau p, F1(s) is dominated by the pole at -1/tau a and the zero at the origin such that angle  F1(jomega ) right-arrow 0, and |F1(jomega )| right-arrow 1 when alpha  right-arrow 1. Consequently, the gain margin right-arrow 0, which predicts that the system will be unstable. Marginal stability is achieved by decreasing alpha  so that |F1(jomega )| remains less than unity; stable performance requires alpha  approx  0.8, but this causes the voltage clamp bandwidth to be reduced to ~3 kHz (tau a = 0.2 * 5 MOmega * 50 pF). When omega  > 1/tau z, 1/tau p F1(s) is dominated by the pole at -1/tau z and the zero at -1/tau p. Therefore, if tau p > tau z, |F1(jomega )| > 1 at high frequencies, which predicts that the system will be unstable (trace 1). To ensure stability tau p <=  tau z, so that |F1(jomega )| remains less than unity (traces 2 and 3). This is achieved by using pipette capacitance neutralization to reduce the effective Cp, thus lowering tau p. In practice, the effectiveness of capacitance neutralization is compromised at higher frequencies, and so tau p must be reduced to considerably less than tau z (trace 3) (Sigworth, 1983) .

Stabilizing standard Rs compensation: low-pass filtering the Rs compensation signal

Standard Rs compensation can be stabilized by lowering the bandwidth of the Rs compensation signal by increasing tau z. As shown in traces 4 and 5 of Fig. 10 A, increasing tau z increases the gain margin, thereby increasing stability. However, this stability is achieved at the expense of lowering the voltage clamp bandwidth of Vm. When tau z is increased to tau a (trace 5), the gain margin is increased to ~6 dB, but the resultant voltage-clamp bandwidth in this case is only ~600 Hz. Trace 4 shows a compromise when tau z = 50 µs. This corresponds to the strategy employed by voltage clamps such as the Axopatch 200 series (Axon Instruments), where the "lag" control adjusts a time constant analogous to tau z that ranges from 5 to 100 µs. As shown, setting tau z = 50 µs gives an extra ~2 dB of gain margin, allowing somewhat higher alpha  settings to be used before the onset of instability, with a voltage clamp bandwidth of ~2 kHz. This type of filtering becomes more effective in increasing stability when tau a is small (low Rs and/or low Cm), because the corner frequency at 1/tau a moves closer to 1/tau z, keeping |F1(jomega )| further below the 0 dB axis. Even then, it is not possible to increase the gain margin by more than ~5 dB, which is insufficient for good stability.

Stabilizing standard Rs compensation: steady-state Rs compensation

Figure A2 shows a block diagram of standard Rs compensation incorporating a bridge to subtract the membrane capacity current, as described by Strickholm (1995a). Block 1 gives the transfer function of Ip to Vp, ignoring the effects of Cp. Block 2 forms the Rs correction signal as in Fig. 10 A, and block 3 and summing node S1 implement the bridge subtraction.



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FIGURE A2   s-domain block diagram of steady-state Rs compensation.

Solving for the open-loop transfer function of Fig. A2 gives
(A2)
where
R<SUB><UP>Th</UP></SUB>=<FR><NU>R<SUB><UP>s</UP></SUB>R<SUB><UP>m</UP></SUB></NU><DE>R<SUB><UP>s</UP></SUB>+R<SUB><UP>m</UP></SUB></DE></FR>≅R<SUB><UP>s</UP></SUB> <UP>when</UP> R<SUB><UP>m</UP></SUB> &z.Gt; R<SUB><UP>s</UP></SUB>.
Equation A2 shows that for the purposes of calculating stability, the bridge subtraction acts like a low-pass filter with time constant tau m = RmCm that filters the Rs compensation signal (see Moore et al. (1984) for a similar derivation). Therefore, steady-state Rs compensation increases stability in the same manner as would be achieved by setting tau z = tau m using standard Rs compensation, as outlined above. The consequent reduction of voltage clamping bandwidth using steady-state Rs compensation is illustrated in Fig. 5 A.

State estimator Rs compensation

To extend the stability analysis to cover state estimator Rs compensation, it is necessary to model the interaction between the voltage-clamp feedback loop and the Rs compensation feedback loop. This is done in Fig. A3 A, where the voltage-clamp feedback loop is included in the block diagram. Note that as E right-arrow infinity  in Fig. A3 A, the transfer function of the voltage-clamp feedback loop can be replaced by a constant, and the block diagram reduces to that shown in Fig. A1 A. Fig. A3 B shows the equivalent block diagram after algebraic manipulation. Solving for the open loop transfer function of Fig. A3 B gives
F<SUB>3</SUB>(s)=<FR><NU>V<SUB><UP>fbk</UP></SUB>(s)</NU><DE>V<SUB><UP>c</UP></SUB>(s)</DE></FR> (A3)

=E<FENCE><FR><NU>(&tgr;<SUB><UP>a</UP></SUB>&tgr;<SUB><UP>z</UP></SUB>−&agr;&tgr;<SUB><UP>a</UP></SUB>&tgr;<SUB><UP>p</UP></SUB>)s<SUP>2</SUP>+(&tgr;<SUB><UP>a</UP></SUB>−&agr;&tgr;<SUB><UP>a</UP></SUB>+&tgr;<SUB>z</SUB>−&agr;&tgr;<SUB><UP>p</UP></SUB>)s+1</NU><DE>(&tgr;<SUB><UP>a</UP></SUB>s+1)(&tgr;<SUB><UP>z</UP></SUB>s+1)</DE></FR></FENCE>
The important fact to notice about Eq. A3 is that when alpha  right-arrow 1 (full Rs compensation) and tau z right-arrow tau p, the numerator of the bracketed term of Eq. A3 goes to unity, giving
(A4)
As indicated, Vfbk is then equivalent to a direct measurement of the membrane voltage Vm filtered by a one-pole filter with time constant tau z. Alternatively, note that when alpha  right-arrow 1 and tau z right-arrow tau p, Fig. A3 B satisfies the estimator equation (Eq. 5), as can be shown directly by dividing both sides of Eq. 5 by (tau p s + 1) and noting that Vfbk then equals Vm/(tau p s + 1). When the estimator equation is satisfied, the voltage clamp of Fig. A3 B has greatly enhanced stability, as shown in Fig. A3 C. For stable operation |F4(jomega )| < 1 when angle  F4(jomega <=  180°, which occurs when the slope of |F4(jomega )| approaches -40 dB/decade. Trace 1 of Fig. A3 C plots |F4(jomega )| when E = 20, showing a gain margin of 60 dB and a phase margin of 75°, predicting excellent stability. In addition, when the estimator equation is satisfied, the 0-dB cross-over frequency (fco) indicates the closed-loop voltage clamp bandwidth of Vm, which is ~10 kHz. Thus the voltage clamp of Fig. A3 B has 100% Rs compensation, wide stability margins, and a voltage clamp bandwidth of 10 kHz. In contrast, the voltage clamp using standard Rs compensation and an I-V converter headstage, with the same pipette and cell parameters, has narrow stability margins and a voltage clamp bandwidth of 3 kHz (see trace 4, Fig. A1 B). (In practice, a gain of 20 is too low to maintain adequate steady-state accuracy. This can be rectified by replacing the gain block E with a controller that has a higher DC gain (see, for example, the "pole zero" compensation discussed by Horowitz and Hill (1989)). For reasons discussed below, our voltage clamp uses a current source in the headstage that has the added benefit of solving the low DC gain problem.)



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FIGURE A3   Stability of state estimator Rs compensation. The state estimator equation is satisfied when alpha  = 1 and tau z = tau p. (A, B) s-domain block diagram showing voltage-clamp feedback loop with gain E. (C) Open-loop Bode plot of |F4(jomega )| and angle  F4 (jomega ). Rs = 5 MOmega , Cm = 50 pF, alpha  = 1, E, tau p, and tau z as indicated.

If E is increased beyond ~1000 (trace 2, Fig. A3 C), |F4(jomega )| crosses the 0 dB axis with a slope approaching -40 dB/decade because of the effects of the second pole at -1/tau z, predicting unstable operation. This explains why no stability advantage is conferred, even if the estimator equation is satisfied when a traditional I-V converter headstage is used, because an I-V converter headstage is equivalent to Fig. A3 B with a very large (>100,000) E.

The wide stability margins conferred using state estimator Rs compensation are dependent on the cancellation of terms in the numerator of Eq. A3, which requires that tau z be adjusted so as to match tau p. Consequently, mismatches of tau z in relation to tau p lead to incomplete cancellation and unstable operation. This effect is shown in trace 3 of Fig. A3 C, where the mismatch of tau z reduces the gain margin to zero. Fortunately, the matched state coincides with maximum stability and maximum bandwidth at full Rs compensation, facilitating adjustment. This contrasts with standard Rs compensation, which is unstable at full Rs compensation and high bandwidth, regardless of any adjustments of tau z.

Implementing estimator Rs compensation: low-impedance versus high-impedance headstage

To achieve high stability when the estimator equation is satisfied, it is important for the measured values of Ip and Vp to be accurate up to ~1 decade above fco. Otherwise, phase mismatch introduces two real left-hand plane zeros in Eq. A3 due to incomplete cancellation of terms in the numerator; this lowers gain margin and decreases stability. In practice it is easier to satisfy this requirement when the headstage presents a high impedance to the pipette at high frequencies. If the headstage presents a low impedance, the pipette capacitance Cp draws a large current at high frequencies, which is difficult to measure accurately; a high impedance limits this current. A voltage clamp with a high-impedance headstage is modeled in Fig. A4, where a controlled current source (CCS) presents a high (ideally infinite) impedance to the pipette. In Fig. A4, block 1 represents an ideal CCS with transconductance G0. Block 2 gives the transfer function of Vp to Ip when Rm >> Rs, and block 3 forms the Rs compensation signal as in Fig. 10. Solving for the open-loop transfer function of Fig. A4 gives
F<SUB>5</SUB>(s)=<FR><NU>V<SUB><UP>fbk</UP></SUB>(s)</NU><DE>V<SUB><UP>c</UP></SUB>(s)</DE></FR>=G<SUB><UP>o</UP></SUB><FENCE><FR><NU>(&tgr;<SUB><UP>a</UP></SUB>&tgr;<SUB><UP>z</UP></SUB>−&agr;&tgr;<SUB><UP>a</UP></SUB>&tgr;<SUB><UP>p</UP></SUB>)s<SUP>2</SUP>+(&tgr;<SUB><UP>a</UP></SUB>−&agr;&tgr;<SUB><UP>a</UP></SUB>+&tgr;<SUB><UP>z</UP></SUB>−&agr;&tgr;<SUB><UP>p</UP></SUB>)s+1</NU><DE>sC′<SUB><UP>m</UP></SUB>(&tgr;′<SUB><UP>p</UP></SUB>s+1)(&tgr;<SUB><UP>z</UP></SUB>s+1)</DE></FR></FENCE> (A5)
Note that the numerator in brackets of Eq. A5 is the same as that in Eq. A3, so that Eq. A5 becomes
(A6)
and Vfbk is then equivalent to a direct measurement of the membrane voltage Vm, filtered by a one-pole filter with time constant tau z. Similar to Fig. A3 B, when alpha  right-arrow 1 and tau z right-arrow tau p, Fig. A4 satisfies the estimator equation (Eq. 5), and the voltage clamp has greatly enhanced stability (see Fig. 4, B and C). An added benefit of using a CCS is the high DC gain due to the pole at the origin of Eq. A6, limiting steady-state error.



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FIGURE A4   s-domain block diagram of voltage clamp, using a controlled current source (CCS) with state estimator Rs compensation.

    ACKNOWLEDGMENTS

This work was supported by operating grants from the MRC of Canada to AS and EC.

    FOOTNOTES

Received for publication 2 December 1998 and in final form 22 July 1999.

Address reprint requests to Mr. Adam Sherman, Department of Physiology, McGill University, 3655 Drummond St., Montreal, QC H3G 1Y6, Canada. Tel.: 514-398-4334; Fax: 514-398-7452; E-mail: adam{at}med.mcgill.ca. or ecooper{at}med.mcgill.ca.

    REFERENCES
TOP
ABSTRACT
INTRODUCTION
THEORY
MATERIALS AND METHODS
RESULTS AND DISCUSSION
CONCLUSION
APPENDIX
REFERENCES