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 |
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 |
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 |
Voltage clamping bandwidth and standard
Rs compensation
The time constant that determines the whole-cell voltage-clamp
bandwidth is given by
vclamp
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 M
; 15-100 pF),
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
approaches unity, corresponding to 100% Rs
compensation, the membrane potential (Vm)
follows Vc exactly. In practice, when
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.

View larger version (10K):
[in this window]
[in a new window]
|
FIGURE 1
Standard Rs compensation for
a single electrode voltage clamp: Vp = Vc + IpmeasRs,
Vm = Vp IpRs Vm = Vc if
Ipmeas = Ip
and 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.

View larger version (13K):
[in this window]
[in a new window]
|
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:

View larger version (10K):
[in this window]
[in a new window]
|
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
|
(1)
|
Applying Ohm's law gives
|
(2)
|
Substituting Eq. 1 into Eq. 2 gives
|
(3)
|
From generalized Ohm's law,
|
(4)
|
Substituting Eq. 4 into Eq. 3 gives
|
(5)
|
where
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
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
Vpmeas setting the pipette voltage measurement
bandwidth,
Ipmeas setting the pipette current
measurement bandwidth, and
vest setting the state estimator output bandwidth. Full Rs compensation
occurs when Rsest in block 3 is set equal to
Rs and
pest in block 4 is set
equal to the pipette time constant
p.

View larger version (17K):
[in this window]
[in a new window]
|
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 = j2 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 M , Cp = 1 pF,
Rm = 500 M ,
Cm = 50 pF, Vpmeas,
Ipmeas, vmest = 1.6 µs,
cs = 0.32 µs, G0 = 3 µA/V. Vc = command voltage,
Verr = error voltage,
Ip = pipette current,
Vp = pipette voltage,
Vmest = computed membrane voltage,
p = RsCp = pipette time constant, m = RmCm = membrane time constant, cs sets current source
bandwidth, Ipmeas sets Ip
measurement bandwidth, Vpmeas sets
Vp measurement bandwidth,
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.

View larger version (10K):
[in this window]
[in a new window]
|
FIGURE 5
(A) Steady-state
Rs compensation with ( ) and without
(·····) supercharging showing Vm
(top) and Ip
(bottom). Bridge balance set for
Rm = 500 M ,
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 M 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 |
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
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).

View larger version (19K):
[in this window]
[in a new window]
|
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 M ,
Cp 1.5 pF,
Cm = 47 pF,
Rm1 = 180 M ,
Rm2 = 10 M . 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 M
; whole-cell access resistance was 3-13 M
. 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
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 |
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 k
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.

View larger version (17K):
[in this window]
[in a new window]
|
FIGURE 7
Voltage-clamped Na+ current from a P1 SCG
neuron in culture for 6 days (Cm = 25 pF; Rs = 6 M ). (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.

View larger version (22K):
[in this window]
[in a new window]
|
FIGURE 8
Voltage-clamped Na+ current from a P1 SCG
neuron in culture for 1 day (Cm = 12 pF; Rs = 5 M ). (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 M
) 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 k
, whereas the uncompensated
Rs was 6 M
. In practice, the effective Rs ranged from 50 to 250 k
(n = 5).

View larger version (12K):
[in this window]
[in a new window]
|
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 M ,
effective Rs = 220 k .
|
|
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 |
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 |
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
z and scaling it by
Rs (100% Rs
compensation occurs when
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
|
((A1))
|
where
when Cm
Cp. To
ensure stability, |F1(j
)| < 1 when
F1(j
)
0, which
occurs when the slope of
|F1(j
)|
0. Fig. A1
B plots |F1(j
)| for
various values of
z and
p so that the
stability criteria can be verified.

View larger version (14K):
[in this window]
[in a new window]
|
FIGURE A1
Stability of standard Rs
compensation. (A) s-domain block. (B)
Open-loop Bode plot of
|F1(j )|.
Rs = 5 M ,
Cm = 50 pF, = 1, p, z as indicated.
|
|
In Fig. A1 B, traces 1-3 illustrate wideband
Rs compensation (
z = 1 µs)
with decreasing pipette capacitance. For these three traces, when
< 1/
a
|F1(j
)| 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/
a <
< 1/
z, 1/
p, F1(s) is
dominated by the pole at
1/
a and the zero at the
origin such that
F1(j
)
0, and |F1(j
)|
1 when
1. Consequently, the gain margin
0, which predicts that the system will be unstable. Marginal stability is achieved by decreasing
so
that |F1(j
)| remains less than
unity; stable performance requires
0.8, but this causes
the voltage clamp bandwidth to be reduced to ~3 kHz
(
a = 0.2 * 5 M
* 50 pF). When
> 1/
z, 1/
p
F1(s) is dominated by the pole at
1/
z and the zero at
1/
p. Therefore,
if
p >
z,
|F1(j
)| > 1 at high
frequencies, which predicts that the system will be unstable
(trace 1). To ensure stability
p
z, so that
|F1(j
)| remains less than
unity (traces 2 and 3). This is achieved by using pipette
capacitance neutralization to reduce the effective
Cp, thus lowering
p. In practice,
the effectiveness of capacitance neutralization is compromised at higher frequencies, and so
p must be reduced to
considerably less than
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
z. As shown in traces
4 and 5 of Fig. 10 A, increasing
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
z is increased to
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
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
z that ranges from 5 to 100 µs. As shown, setting
z = 50 µs gives an extra ~2 dB of gain margin, allowing somewhat higher
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
a is small (low
Rs and/or low Cm), because the corner frequency at 1/
a moves closer to
1/
z, keeping |F1(j
)| 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.
Solving for the open-loop transfer function of Fig. A2
gives
|
(A2)
|
where
Equation A2 shows that for the purposes of calculating
stability, the bridge subtraction acts like a low-pass filter with time
constant
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
z =
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
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
|
(A3)
|
The important fact to notice about Eq. A3 is that when
1 (full Rs compensation) and
z
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
z.
Alternatively, note that when
1 and
z
p, Fig. A3 B satisfies the estimator
equation (Eq. 5), as can be shown directly by dividing both sides of
Eq. 5 by (
p s + 1) and noting that
Vfbk then equals
Vm/(
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(j
)| < 1 when
F4(j
)
180°, which occurs
when the slope of |F4(j
)|
approaches
40 dB/decade. Trace 1 of Fig. A3 C plots |F4(j
)| 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.)

View larger version (16K):
[in this window]
[in a new window]
|
FIGURE A3
Stability of state estimator
Rs compensation. The state estimator
equation is satisfied when = 1 and z = p. (A, B) s-domain block diagram showing
voltage-clamp feedback loop with gain E.
(C) Open-loop Bode plot of
|F4(j )| and F4 (j ).
Rs = 5 M ,
Cm = 50 pF, = 1, E, p, and z as
indicated.
|
|
If E is increased beyond ~1000 (trace 2, Fig.
A3 C), |F4(j
)|
crosses the 0 dB axis with a slope approaching
40 dB/decade because
of the effects of the second pole at
1/
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
z be adjusted so as to match
p.
Consequently, mismatches of
z in relation to
p lead to incomplete cancellation and unstable
operation. This effect is shown in trace 3 of Fig. A3
C, where the mismatch of
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
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
|
(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
z. Similar to
Fig. A3 B, when
1 and
z
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.

View larger version (11K):
[in this window]
[in a new window]
|
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 |
-
Belluzzi, O., and O. Sacchi.
1986.
A quantitative description of the sodium current in the rat sympathetic neurone.
J. Physiol. (Lond.).
380:275-291[Abstract].
-
Brennecke, R., and B. Lindemann.
1972.
Theory of a membrane voltage clamp with discontinuous feedback through a pulse current clamp.
Rev. Sci. Instrum.
45:184-188.
-
Finkel, A. S., and S. J. Redman.
1984.
Theory and operation of a single microelectrode voltage clamp.
J. Neurosci. Methods.
11:101-127[Medline].
-
Hanck, D. A.
1995.
Biophysics of sodium channels.
In
Cardiac Electrophysiology. From Cell to Bedside.
D. P. Zipes, and
J. Jalife, editors. W. B. Saunders Company, New York. 65-74.
-
Horowitz, P., and W. Hill.
1989.
The Art of Electronics, 2nd Ed. Cambridge University Press, London.
-
McFarlane, S., and E. Cooper.
1992.
Postnatal development of voltage-gated K currents on rat sympathetic neurons.
J. Neurophysiol.
67:1291-1300[Medline].
-
Moore, J. W.,
M. Hines, and E. M. Harris.
1984.
Compensation for resistance in series with excitable membranes.
Biophys. J.
46:507-514[Abstract].
-
Nerbonne, J. M., and A. M. Gurney.
1989.
Development of excitable membrane properties in mammalian sympathetic neurons.
J. Neurosci.
9:3272-3286[Abstract].
-
Sakakibara, Y.,
T. Furukawa,
D. H. Singer,
H. Jia,
C. L. Backer,
C. E. Arentzen, and J. A. Wasserstrom.
1993.
Sodium current in isolated human ventricular myocytes.
Am. J. Physiol.
265:H1301-H1309[Medline].
-
Schofield, G. G., and S. R. Ikeda.
1988.
Sodium and calcium currents of acutely isolated adult rat superior cervical ganglion neurons.
Pflugers Arch.
411:481-490