In this work, boundary element modeling is used to study
the transport of highly charged rod-like model polyions of various length under a variety of different aqueous salt conditions. Transport properties considered include free solution electrophoretic mobility, translational diffusion, and the components of the "tether force" tensor. The model parameters are chosen to coincide with transport measurements of duplex DNA carried out under six different
salt/temperature conditions. The focus of the analysis is on the length
dependence of the free solution electrophoretic mobility. In a solution
containing 0.04 M Tris-acetate buffer at 25°C, calculated mobilities
using straight rod models show a stronger dependence on fragment length than that observed experimentally. By carrying out model studies on
curved rod models, it is concluded that the "leveling off" of
mobility with fragment length is due, in part at least, to the finite
curvature of DNA. Experimental mobilities of long duplex DNA in
monovalent alkali salts are reasonably well explained once account is
taken of long-range bending and the simplifying assumptions of the
model studies.
 |
INTRODUCTION |
The principal topic of the present work concerns
the length dependence of the free solution electrophoretic mobilities
of highly charged rigid rod models. The translational diffusion
constants of the same models shall also be considered. Such structures
are particularly relevant in biophysics because rods serve as realistic models for duplex DNA fragments. For example, the translational and
rotational diffusion constants of short duplex DNA fragments consisting
of n base pairs (bp) correspond to those of uncharged right
circular cylinders of radius 1.0 nm and length L = 0.34n (in nm) (Eimer et al., 1990
; Nuutero et al., 1994
). Theory
(Tirado and Garcia de la Torre, 1979
; Garcia de la Torre and
Bloomfield, 1981
; Tirado et al., 1984
) predicts a length dependence of
the translational diffusion constant, D, that varies roughly
as ln(n)/n. In the present study, we reconsider the
translational friction/diffusion constants of rodlike models, but
account for the effect of polyion and ion atmosphere charge.
Physically, transport of a charged particle through a viscous medium
causes the ion atmosphere around the particle to distort, and this, in
turn, increases the frictional drag on the particle. This
"electrolyte friction" effect has been examined theoretically
(Booth, 1954
; Schurr, 1980
; Stigter, 1982a
; Geigenmuller, 1984
; Schurr,
1984
; and Vizcarra-Rendon et al., 1990
) and experimentally (Gorti et
al., 1984
) to a very limited extent.
Free solution electrophoretic mobilities of long duplex DNAs are
available and the recent study by Hoagland and coworkers includes a
summary of past work (Hoagland et al., 1999
). Long duplex DNA
mobilities are more difficult to interpret than those of short duplex
DNAs due to their more complex global conformation. For DNAs
substantially less than a persistence length, P, (which equals ~50 nm or ~150 bp under most salt conditions (Rizzo and Schellman, 1981
)), the overall conformation can be modeled as a rigid
rod. However, for fragments substantially longer than several hundred
basepairs, the overall conformation is that of a random coil polymer
although locally the DNA remains rodlike. Because long DNAs are locally
rodlike, mobilities have been interpreted in terms of infinite rod
models (Schellman and Stigter, 1977
; Stigter, 1978a
,b
). Although this
may be a good approximation for a polymer as "stiff" as duplex DNA,
the influence of long-range conformation on electrophoretic mobilities
is a point worth addressing, and this is done in the present work. With
the development of boundary element methods that solve the coupled
field equations (Allison, 1996
), it is now possible to carry out
electrophoretic mobility calculations on detailed model polyions such
as short DNA fragment up to ~100 bp in length. Experimentally, less
work has been done on short DNAs, but enough has been reported to
demonstrate a rather weak dependence of mobility on length. In Tris
buffers (Stellwagen et al., 1997
) the free solution electrophoretic
mobility displays a modest increase with length, but reaches a constant plateau value beyond ~400 base pairs.
 |
METHODS |
The transport properties of rigid rod structures such as those
shown in Fig. 1 are determined within the
framework of the continuum hydrodynamic-electrodynamic model (Overbeek,
1943
; Hunter, 1981
; Allison and Stigter, 2000
). The solvent is
represented as an incompressible Newtonian fluid with viscosity
surrounding a rigid model polyion enclosed by hydrodynamic shear
surface Sp. The success of continuum models in
accurately predicting sedimentation and diffusion constants of detailed
model structures has been recognized for over twenty years (Garcia de
la Torre and Bloomfield, 1981
). In addition, continuum models have been
very successful in treating the equilibrium electrostatics of ionic
solutions. This is true for a wide range of applications from the
activity of dilute solutions of simple salts (Debye-Huckel theory) to
such complex problems as the ionization states of detailed model
proteins (Antosiewicz et al., 1996
). Under certain conditions at least, it has also been established that detailed continuum models can successfully be applied to electrokinetic transport of DNA (Allison and
Mazur, 1998
; Mazur et al., 2001
). Recent modeling of short 18- and
20-bp DNA fragments using detailed "atomic resolution" surface
models (Mazur et al., 2001
) has shown that it is not necessary to
include a Stern layer of solvent that moves with the polyion as a rigid
body to obtain translational diffusion constants that match experiment.
Experiments on other systems have shown that the solvent-accessible
surface and Sp coincide to within a resolution of 1 Å (Stigter, 1982b
). For the DNA systems studied in the present work, solvent-accessible surface and Sp are used
interchangeably. It should be emphasized that this might not be
appropriate for a deeply grooved or holed surface. However, limited
studies on short DNAs (Mazur et al., 2001
) suggest that the grooves
have no significant effect on transport, and such effects are ignored in the present study.

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|
FIGURE 1
Representative straight-capped-cylinder models for 20-, 40-, and 80-bp duplex DNA. The number of plates making up these
particular model structures are 112, 176, and 304, respectively.
|
|
The motion of the polyion is assumed small enough that the local fluid
velocity at point y, v(y), and local pressure,
p(y), are described by the linearized Navier-Stokes and solvent incompressibility equations,
|
(1)
|
|
(2)
|
where s(y) is the external force per unit
volume acting on the fluid at y. For a polyion, the local charge density due to co- and counterion atmospheres,
(y), interacts with the local electric field,


(y) (where
(y)
is the local electrostatic potential) yielding s(y) = 
(y)
(y). For the transport of model structures, translational or rotational friction coefficients are determined by translating or rotating the structures with uniform linear or angular velocities through a fluid otherwise at
rest. Also, "stick" boundary conditions are normally assumed in
which the particle and fluid velocities match on
Sp. In the present work, we are interested in
the translational motion of simple model structures such as those shown
in Fig. 1 where translation/rotation coupling (Happel and Brenner,
1983
) can be ignored. The more general transport problem is described
in detail elsewhere (Garcia Bernal and Garcia de la Torre, 1980
; Garcia
de la Torre et al., 1982
; Mazur et al., 2001
). From the solution of
Eqs. 1-2 (which, in the present work, is solved numerically) it is
possible to compute the force, z(1), exerted on
the fluid by the particle,
|
(3)
|
where u is the particle velocity and
t is the translational friction or resistance
tensor. The (1) superscript on the force in Eq. 3 refers to case 1 transport, which means that the particle is translated through an
otherwise stationary fluid with uniform velocity u, or
equivalently, the particle is held stationary and placed in a flow
field where the fluid velocity far from the particle is
u (O'Brien and White, 1978
; Allison and Tran,
1995
). In case 2 transport, the particle is held stationary, but
subjected to a constant external electric field, e, and the
fluid is also stationary far from the particle. The force exerted on
the fluid by the particle is
|
(4)
|
where q is the protonic charge (4.803 × 10
10 esu) and Z is called the "tether
force", or simply Z-tensor. In special circumstances, it
is possible to fix, or tether, a large polyion in space and monitor its
behavior in an external electric field (Smith and Bendich, 1990
). For
this reason, Z may be referred to as the tether force
tensor. This point is discussed in more detail later. For a rodlike
structure (Fig. 1) or a similar structure that is smoothly bent, it is
straightforward to identify three orthogonal directions (i = 1 to 3) along which z(1) is parallel to
u. In a reference frame whose axes coincide with these three
orthogonal directions,
t is diagonal. The
corresponding translational diffusion constant along direction
i is simply
|
(5)
|
where kB is Boltzmann's
constant, T is absolute temperature, and the
1 superscript
denotes inverse. The orientationally averaged translational diffusion
constant, D, is simply the average of the three
Di (or (D
+ 2D
)/3 for a straight rod diffusing in three
dimensions where D
and
D
are the diffusion constants parallel and
perpendicular to the rod axis, respectively).
In general, nonequilibrium electric or flow fields distort a
macromolecule's ion atmosphere from its equilibrium value (Booth, 1954
; Stigter, 1982a
). For a sedimenting particle (case 1 transport), this distortion or "ion relaxation" increases the frictional drag, or equivalently, reduces Di. This electrolyte
friction effect is expected to be small unless the charge on the
polyion is large (Booth, 1954
; Stigter, 1982a
). For this reason, it is
usually ignored, which is equivalent to neglecting
s(y) in Eq. 1. Diffusion constants for right
circular cylinder models that ignore electrolyte friction have been
thoroughly studied by a number of investigators. The most comprehensive
investigation is that of Garcia de la Torre and coworkers (Tirado and
Garcia de la Torre, 1979
; Garcia de la Torre and Bloomfield, 1981
;
Tirado et al., 1984
) in which Di is written
|
(6)
|
|
(7)
|
where Ai = 2 (i = 1
(parallel to rod axis)) or 4 (i = 2 or 3 (perpendicular
to rod axis)), L is the cylinder length, p = L/2R where R is the cylinder radius, and
ai, bi,
ci are constants tabulated elsewhere (Garcia de la
Torre and Bloomfield, 1981
; Tirado et al., 1984
). In the remainder of
the present work, p represents a reduced length
(L/2R) rather than the pressure. The orientationally
averaged diffusion constant, D, is also expressed in the
same form as Eqs. 6-7 above with A = 3, a = 0.312, b = 0.565, c = 0.10 (Garcia de la Torre and Bloomfield,
1981
; Tirado et al., 1984
). For long rods, it is seen that the
Di (and also D) vary roughly as
ln(n)/n.
To include the effects of ion relaxation on diffusion, account must be
taken of the external forces on the fluid near the polyion, and this
requires solution ot the nonequilibrium Poisson equation
|
(8)
|
where
(y) is the local dielectric constant
and
1(y) is the local charge distribution. It
is also necessary to solve a steady-state ion-transport
equation for the local current density of each ion
species j
(y)
|
(9)
|
|
(10)
|
where n
the local concentration of
that species, v the fluid velocity,
D
the diffusion constant of an
ion, and
s
the local external force on an
ion. It should be emphasized that Eqs. 1, 2, 8-10 are coupled together.
In the present work, these equations are solved by an iterative
Boundary Element procedure described in detail elsewhere (Allison, 1996
; Allison and Mazur, 1998
; Mazur et al., 2001
). Briefly, the polyion is modeled as a discrete rigid array of M plates and
representative examples are shown in Fig. 1. These structures are
designed to reproduce the translational diffusion constants of
n-basepair duplex DNA modeled as right circular cylinders of
length 0.34 n (in nm) and 1.0 nm radius (Allison and Mazur,
1998
). The interior of the model is represented as a uniform low
dielectric medium (
i = 4) containing a line or
helical charge distribution appropriate for DNA. The surrounding fluid
has uniform viscosity,
, and dielectric constant,
o
appropriate for water at a particular temperature. The water contains
mobile ions that are treated as a continuum. The fluid domain is
discretized into 49 shells that increase in thickness moving away from
the polyion surface. The outermost shell is located at a distance
nearest to the polyion surface of 16/
(
= Debye-Huckel
screening parameter). Each shell, in turn, is divided into M
discrete volume elements that conform closely to the polyion surface
for the innermost shells. The approximation is made that physical
quantities are constant on each plate on the polyion surface or each
volume element in the fluid. Systematic errors inherent in this
discretization approximation can be accounted for by studying a series
of models in which M is varied and then extrapolating
(electrophoretic mobilities, for example) to the limit 1/M
0. This extrapolated shell procedure (Allison, 1999
) as well as
more details regarding the iterative BE procedure are described
elsewhere (Allison, 1996
; Allison and Mazur, 1998
; Mazur et al., 2001
).
In addition to case 1 transport, which is sufficient for determining
friction and diffusion coefficients of model structures, it is also
necessary to consider case 2 transport discussed previously in
connection with Eq. 4 (stationary polyion in a constant external field,
e) when modeling electrophoretic mobility. For a weakly
charged polyion in the limit of low salt, the tensor, Z must
go to ZactualI where
Zactual is the actual charge on the polyion (in
protonic units) and I is the 3 × 3 identity tensor. In
general, however, an external electric field will exert forces on the
ion atmosphere of a polyion and this, in turn, generates hydrodynamic
forces on the polyion (which is stationary in case 2 transport).
Consequently, Z, does not correspond to the total charge of
the polyion, in general, and is a tensor quantity. For rodlike models,
Z is diagonal in the same reference frame that
t is diagonal in. The diagonal components of Z, Zi, are determined by placing the model
structure in an electric field oriented along the
i-direction, computing z
(by
a numerical BE procedure), and solving Eq. 4 for
Zi. Steady-state electrophoresis can be viewed
as a superposition of cases 1 and 2 such that the total force exerted
by the polyion on the fluid is zero (O'Brien and White, 1978
; Allison
and Tran, 1995
). Eqs. 3-4 are added together and the sum is set to
zero. Eq. 5 is also used to introduce Di. Define
the free solution electrophoretic mobility for the model structure,
µie = u for e and u directed along i, then
|
(11)
|
The mobility obtained in an experiment is simply the average of
the three µi provided the applied field is weak enough
that no significant orientation of the polyion results as a consequence of the applied field. These conditions are readily achieved in actual
experiments (Stellwagen et al., 1997
).
Characterizing the Zi and µi
length dependencies
As discussed previously, the Di decrease
with length roughly as ln(n)/n or ln(L)/L and
deviations from this overall behavior are contained in the correction
terms,
i (Eq. 6), which are themselves length dependent.
What are convenient representations for Zi and µi? Experimentally, the (orientationally averaged)
electrophoretic mobility of duplex DNA exhibits a weak length
dependence relative to diffusion and appears to reach a constant
plateau value above several hundred basepairs (Stellwagen et al.,
1997
). In view of Eq. 11 and the known dependence of
Di on length, we can expect the length
dependence of Zi to vary approximately as
n/ln(n) (or equivalently
n/ln(p)). A simple functional definition which
exhibits this general characteristic is
|
(12)
|
In the limit of long DNA, only the di
term remains. The coefficients di and
ei (assumed constant in the present work) are determined by fitting the length dependence of the Z, or tether force tensor components.
Once the coefficients for
i and
Xi are known, it is straightforward to construct
simple equations for the length dependence of parallel and
perpendicular mobilities. Combining Eqs. (5, 6, 11, and 12)
|
(13)
|
|
(14)
|
where
= q/
h and h = 0.34 nm is the rise per basepair of duplex DNA. At 20°C in
water,
= 1.002 cp and (making use of the conversion factor 1 esu = 300 V cm)
= 1.499 × 10
3
cm2/V sec. Some caution should be exercised in applying
these equations to very short or very long fragments because the
parameters are determined by fitting data from fragments in the size
range of 20-100 bp. For this size range, ln(p) varies from
1.224 (20 bp) to 2.833 (100 bp) and Eqs. 13 and 14 should not be used
far outside of these ranges.
We are also interested in dimensionless mobilities defined by
|
(15)
|
where
|
(16)
|
and 
0
S is the equilibrium
electrostatic potential averaged over the polyion surface. For thin
double-layer polyions (those whose smallest linear dimensions are large
relative to 1/
) in the absence of ion relaxation,
Ci equals 1 (Smoluchowski, 1921
). For thick
double-layer spherical polyions of uniform surface potential in the
absence of ion relaxation, Ci equals
(Huckel, 1924
; Henry, 1931
). In general, ion relaxation always reduces
Ci relative to the no-ion relaxation limit. To
characterize the length dependence of the Ci,
the following fitting polynomial is used
|
(17)
|
Conditions for the Length Studies
A transport property of a particular (highly charged) model
particle depends in a complex way on temperature, T, solvent
viscosity,
, polyion and solvent dielectric constants,
(
i and
0, respectively), salt
concentration, c0 (assumed monovalent in the
present work), and the mobility or diffusion constants,
D
, of the particular small-ion species
present. This can be readily understood by considering the various
coupled continuum equations that must be solved. One simplifying
feature is that mobility appears to be nearly independent of the
assumed dielectric constant within the polyion,
i, and this quantity is set to 4 (Mazur et al., 2001
). Experimental
measurements of the free solution mobility of DNA have been have been
carried out under a wide variety of conditions, and, because of that, it will be necessary to carry out length studies under different temperature, ionic strength, and ion-type conditions as well. An
additional complicating feature involves specific interactions between
small ions and DNA that go beyond the purely electrostatic interactions
present in current modeling. There remains little doubt that such
interactions occur as the different mobilities of DNA in Tris-acetate
and Tris-borate buffers under otherwise identical experimental
conditions demonstrate (Stellwagen et al., 1997
, 2000
). With regard to
past modeling, it should be mentioned that the electrophoretic mobility
of 20-bp DNA in 0.11 M KCl at 20°C measured by the technique of
membrane-confined analytical electrophoresis (Laue et al., 1996
) are
fairly well explained by continuum modeling. The model mobilities are
~4-6% higher than experiment under these conditions (Allison and
Mazur, 1998
; Mazur et al., 2001
). In contrast, the electrophoretic
mobility of 18-bp DNA in 0.04 M Tris-acetate buffer (pH = 8) at
25°C measured by capillary electrophoresis (Stellwagen et al., 1999
)
has been more difficult to model. Continuum modeling under these
conditions yields mobilities that are ~28% higher than experiment
(Mazur et al., 2001
). Our interpretation is that there is an attractive interaction, possibly hydrogen bonding, between Tris+ and
DNA, in addition to electrostatic interaction, that is not accounted
for in our continuum modeling. In fact, reducing the phosphate charges
of DNA by ~50%, or equivalently "binding" half of the anionic
phosphates with Tris+ cations yields mobilities in good
agreement with experiment. There may also be additional interactions
between alkali ions such as K+ and DNA, but the mobility
data mentioned above argues that such interactions would be
significantly weaker than for Tris+. In the present study,
length studies are limited to six cases that cover some of the key
experimental conditions used.
The most thorough study of the length dependence of duplex DNA
mobilities is the work of Stellwagen et al. (1997)
. Their experiments were carried out in water at 25°C (
= 0.89 cp,
0 = 78.3) in a buffer consisting of 0.04 M
Tris-acetate plus 1 mM EDTA. The buffer was prepared by titrating Tris
base with acetic acid until pH = 8. A buffer prepared in this way
contains 0.02 M Tris+ and acetate
. From
limiting molar conductivites of Tris+ (Klein and Bates,
1980
) and acetate
(CRC Handbook of Chemistry and
Physics), hydrodynamic radii of 0.3136 and 0.2278 nm can be assigned to
the ions (Mazur et al., 2001
). As discussed before, a model with the
charges of the DNA reduced by 50% gives the best agreement with
experiment. Because capped cylinder models yield mobilities in
excellent agreement with more realistic surface models for short
fragments (Mazur et al., 2001
), all models considered in the present
work are of the simpler capped-cylinder variety. In addition, the
charge distribution within the DNA models are usually approximated with
a simple line-charge distribution. However, the effects of replacing
the line-charge distribution with a more realistic double-helical one
and including curvature in the rod models will be considered briefly.
All studies in 0.02 M Tris+ acetate
at 25°C
with DNA phosphates set to half their full charge are called condition I.
All remaining conditions will have the DNA phosphates fully charged
and, unless otherwise stated, the polyion charge is represented as a
line of charges and the cylinder models are straight. Conditions II-V
are in water at 20°C (
= 1.002 cp,
0 = 80.36). Condition II is in 0.02 M Tris+
acetate
, condition III in 0.02 M NaCl, condition IV in
0.02 M KCl, and condition V in 0.11 M KCl. The hydrodynamic radii of
Na+, K+, and Cl
are set equal to
0.1837, 0.1242, and 0.1242 nm, respectively, on the basis of their
limiting molar conductivities (CRC Handbook of Chemistry and Physics).
Condition III is chosen to make contact with recent capillary
electrophoresis studies of Hoagland et al. (1999)
on long duplex DNA.
The membrane-confined capillary electrophoresis studies of Laue et al.
(1996)
on short DNAs were carried out under conditions very similar to
condition V. Conditions II-V also provide insight into the effect of
small-ion mobility and ionic strength on transport properties of DNA
models. Finally, condition VI is carried out in 0.2 M KCl at 1.3°C
(
= 1.711 cp,
0 = 87.49). This reproduces
one of the experimental conditions used in a widely cited early study
on the mobility of long DNA (Ross and Scruggs, 1964
). The key variables
used in the model studies for the six conditions are summarized in
Table 1.
Electrolyte friction
As discussed previously, ion relaxation of highly charged
polyions is expected to reduce the parallel and perpendicular
components of the translational diffusion tensor of a straight rod
model structure (D
and
D
, respectively) and the orientationally averaged translational diffusion constant, D, relative to
that of an uncharged model. Because this electrolyte friction effect is
readily obtained in the course of determining electrophoretic mobilities from model structures, results are presented in an abbreviated form. A detailed treatment will be postponed to a later
date when experimental data on DNA fragments becomes available. To
explore the effects of additional frictional drag due to ion relaxation, define
|
(18)
|
where i refers to parallel or perpendicular
orientations, and r and nr to ion relaxation
included and not included, respectively. Considering Eqs. 3 and 5, it
can be seen that
i is proportional to the additional
frictional drag ion relaxation generates on a model rodlike polyion in
a particular orientation. Figure 2 shows
the length dependence of 
and 
for
fully charged DNA rod models in 0.11 M KCl at 20°C (condition V). In
the length studies for diffusion and electrophoresis, six models are
examined corresponding to 20, 30, 40, 60, 80, and 100 bp. The number of plates in the structures usually ranges from 112 (20 bp) to 368 (100 bp), but for certain fragment lengths, much more extensive studies are
made over a wide range of plate numbers to make the extrapolated shell
corrections (Allison, 1999
). For the perpendicular orientation,

exhibits a nearly linear variation with rod length
or number of base pairs, n. Consider a long rod translating perpendicular to its long axis. Ion relaxation results in a perturbed dipolar charge distribution that is essentially constant with position
along the rod except at the ends (Stigter, 1978b
, Allison et al.,
1999
). Hence, the additional frictional drag required to maintain that
perturbed charge distribution should vary linearly with length. For a
long rod translating parallel to its axis, the perturbed charge
densities nearly vanish, except at the ends of the rod (Allison, et
al., 1999
). If we make the reasonable assumption that the perturbed
charge densities at the rod ends are independent of rod length, then
the frictional drag force required to maintain that charge distribution
should be independent of length. Figure 2 is consistent with this
simple physical picture.

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FIGURE 2
i versus n. Diamonds
correspond to parallel and squares to perpendicular difference
components. The model conditions are condition V (full charge DNA, 0.11 M KCl, 20°C).
|
|
Table 2 summarizes the fractional
decrease in orientationally averaged translational diffusion constants
due to ion relaxation as a function of length (n = 20-100 bp) for the six conditions discussed previously. Under the
conditions considered, the electrolyte friction effect is predicted to
be approximately 10% or less. Increasing the polyion linear charge
density, reducing the length of the polyion, or reducing the salt
concentration increases the effect. Also, the effect varies inversely
with the mobility of the small ions (comparing conditions II-IV).
To put the electrolyte friction effect on a more quantitative footing,
the basic mathematical form for the diffusion constants of rodlike
polyions, Eqs. 6-7, are retained, but the correction polynomials,

, 
, and
, are determined with
the inclusion of ion relaxation. As discussed elsewhere (Allison and
Mazur, 1998
), the rod models themselves are designed to reproduce Eqs. 6-7 when ion relaxation is not included (Garcia de la Torre and Bloomfield, 1981
; Tirado et al. 1984
), so deviations in the polynomial coefficients of Eq. 7 from the no ion relaxation values reflects the
influence of ion relaxation. These polynomial coefficients are
summarized in Table 3 for the six
conditions discussed previously. Figure 3
shows the behavior of
(diamonds, no ion relaxation; squares, ion relaxation) versus length for condition V, and
the solid lines through the data points represent the polynomial fits.

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FIGURE 3
versus 1/p. The correction polynomial,
, (Eqs. 6 and 7) for translational diffusion in the absence
(diamonds) and presence (squares) of ion
relaxation. Solid lines represent quadratic fits.
|
|
 |
AVERAGE SURFACE POTENTIAL AND TETHER FORCE TENSOR |
Equilibrium electrostatic potentials of infinitely long (Stigter,
1975
) and finite (Allison, 1994
) rod models in the framework of the
nonlinear Poisson-Boltzmann equation have been available for some
time. The reduced surface potential averaged over the polyion surface,
yS (see Eq. 16), is computed at the start of a boundary element (BE) modeling study, and its value for the different lengths under the six conditions studied in this work are summarized in
Table 4. At equilibrium, conditions
II-IV are equivalent because the ion size enters the model only
through their diffusion constants, D
,
appearing in Eq. 10. These exhibit roughly a linear dependence on
1/L or 1/p (p = L/2R where L is
the rod length and R the radius). The infinite rod, or
1/p
0 limit is given in the far right column of Table 4.
Although there is considerable variation in yS,
depending on conditions, more uniformity is observed if
yS is divided by the infinite rod limit under
the appropriate conditions, y
. This is
illustrated in Fig. 4, where w
is defined as yS/y
. The near linear behavior of yS or w
with 1/p is consistent with a simple two-state model in
which the local surface potential is yend near
the ends of the rod and y
in the interior. Let
denote the distance from the ends of the rod where the surface potential is best described by yend. The
fraction of the rod surface where the reduced surface potential is
yend is then 2
/L, and the fraction
of the rod surface where the reduced surface potential is
y
is 1
2
/L. Thus, the
overall average reduced surface potential can be written as
|
(19)
|
or equivalently,
|
(20)
|
The data in Table 4 and Fig. 4 exhibit the length dependence
predicted by the simple two-state model described above. At first
glance, it might appear unusual that the slopes of w versus 1/p are similar for cases II-VI (full-charge DNA models)
despite the wide range of solvent conditions. However, the counterion concentration near the surface of uniform, highly charged polyions is
nearly independent of the bulk ion concentrations (Rouzina and
Bloomfield, 1996
). Thus, we would expect
to be independent of
solvent/buffer conditions for a particular charge model and hence the
slope of w versus 1/p similar for conditions
II-VI.

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FIGURE 4
Variation in average surface potential with length.
Diamonds, condition I; filled squares, conditions II-IV;
triangles, condition V; and ×, condition VI.
|
|
Attention is now turned to the tether force tensor, Z. In a
reference frame whose axes correspond to the principal axes of the rod,
Z will be diagonal. However, the components parallel,
Z
, and perpendicular,
Z
, to the rod axis will be different, in
general. As discussed previously, these components cannot be equated to
the bare polyion charge, or the electrophoretic charge, which is the
bare charge of the polyion itself plus any ions trapped within the
hydrodynamic shear surface (Schellman and Stigter, 1977
; Stigter,
2000
). Also, it is not a thermodynamic charge such as that extracted
from the preferential interaction coefficient determined in equilibrium
dialysis experiments (Olmstead et al., 1989
), because it depends on
such nonequilibrium quantities as the solvent viscosity and small-ion
diffusion constants or mobilities. The closest direct experimental
measurement of Z comes from electrophoretic stretch
experiments on high molecular-weight circular plasmid DNAs that are
held, or tethered, in place by agarose fibers threaded through their
centers (Smith and Bendich, 1990
). Theories have been developed to
explain electrophoretic stretch (Schurr and Smith, 1990
; Stigter, 1991
;
Stigter and Bustamante, 1998
), and the electrophoretic force of Stigter
and Bustamante is equivalent to z(2) in the
present work. Provided that its precise definition is kept in mind, the
tether force tensor, Z, should be a useful transport
property in the same sense as the translational friction tensor,
t.
Following procedures similar to those described previously for
friction/diffusion, we consider fits to Xi
defined by Eq. 12 or fits to the orientationally averaged X =
2n/Z, where Z = (Z
+ 2Z
)/3. Figures 5,
6, and 7 show the length dependence and
linear fits (see Eq. 12) to X
,
X
, and X, respectively for condition V
(full charge DNA, 0.11M KCl at 20°C). Diamonds correspond to the case
of no ion relaxation and squares to the case with ion relaxation.
Dotted lines represent linear fits to the simple functional form of Eq. 12. One could interpret 1/X as an absolute effective charge
per base pair of DNA. (For reasons discussed elsewhere, however, that
terminology is discouraged (Stigter, 2000
)). From Fig.
7, it is clear that there is a pronounced length dependence of 1/X, and this behavior is seen under
all of the conditions studied in this work. The longer the DNA, the lower the absolute effective charge per base pair, and the higher the
fraction of associated counterions. This trend is qualitatively consistent with equilibrium effective charges extracted from
preferential interaction coefficients (Olmstead et al., 1989
). The Case
2 transport coefficients defined by Eq. 12 for all six conditions are
summarized in Table 5. With the data
contained in Tables 3 and 5, Eqs. 13 and 14 can be used to estimate the
electrophoretic mobility for the six conditions considered for rod
models of any length. We shall return to this point later.

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FIGURE 5
Variation in X with length.
Triangles correspond to the case without ion relaxation and diamonds to
the case with ion relaxation. The model conditions are condition V
(full charge DNA, 0.11 M KCl, 20°C).
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FIGURE 6
Variation in X with length.
Triangles correspond to the case without ion relaxation and diamonds to
the case with ion relaxation. The model conditions are condition V
(full charge DNA, 0.11 M KCl, 20°C).
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FIGURE 7
Variation in X with length. Triangles
correspond to the case without ion relaxation and diamonds to the case
with ion relaxation. The model conditions are condition V (full charge
DNA, 0.11 M KCl, 20°C).
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REDUCED MOBILITIES |
Rather than fitting the model mobilities directly, we instead fit
the reduced mobilities defined by Eq. 15. The length dependence of
actual mobilities and a comparison of model and experimental values is
given in the next section. Ion relaxation affects the parallel and
perpendicular mobilities differently, and these differences depend on
length. Consider first the parallel component for condition V (full
charge DNA, 0.11 M KCl at 20°C) where C
(nr)
(upper curve) and C
(r)
(lower curve) versus length are plotted in Fig.
8. C
(nr) varies
gradually with 1/p and extrapolates to a value of 0.970 in
the limit 1/p
0. This is in fairly good agreement with
the Smoluchowski value of 1.00 expected for a polyion of uniform
surface potential whose linear dimensions are large compared to the
thickness of the ionic double layer (Smoluchowski, 1921
). To a good
approximation, C
(r) approaches the no ion relaxation limit as 1/p
0 as postulated previously
(Stigter, 1978b
). The solid curves in Fig. 8 represent quadratic fits
to the six models studied ranging from 20 to 100 bp. The fact that C
(r) and C
(nr) do
not extrapolate to precisely the same value as 1/p
0 is
a consequence of the small number of lengths considered and the
functional form of the fitting polynomial. If, for example, the data is
fit as a quadratic function of 1/ln(p) rather than
1/p, then C
(nr) extrapolates to
1.06 and C
(r) extrapolates to 1.17 as
1/ln(p)
0. Additional modeling studies on longer rods
would provide more accurate estimates of the long-rod behavior of both
C
(nr) and C
(r), but
such studies are not really necessary and would be costly. The
equivalence of C
(nr) and
C
(r) in the long-rod limit can be readily
understood on physical grounds because ion relaxation for a long-rod
polyion undergoing steady-state electrophoresis parallel to the rod
axis will be confined to the rod ends (Stigter, 1978b
; Allison et al., 1999
). Thus, the reduction in parallel mobility due to ion relaxation should go to zero for sufficiently long rods, and that trend is seen at
least qualitatively in Fig. 8.

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FIGURE 8
Variation in C with length.
Triangles correspond to the case without ion relaxation and diamonds to
the case with ion relaxation. The model conditions are condition IV
(full charge DNA, 0.11 M KCl, 20°C).
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Very different behavior is seen for the "without relaxation"
(top curve) and "with relaxation" (lower
curve) perpendicular components in Fig.
9. C
(nr) and
C
(r) do not extrapolate to the same value as
1/p
0. In this case, ion relaxation is not confined to
the rod ends, but occurs over the entire length of the rod (Stigter,
1978a
). On average, all orientations will be sampled in an experiment
and we can conclude that ion relaxation reduces the average mobility of
rodlike polyions no matter how long they are, although the effect is
expected to be more significant for short rods than for long ones. The
polynomial coefficients for the Ci under the six
conditions considered in this paper are summarized in Table
6. For the sake of brevity, only the
cases with ion relaxation are included.

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FIGURE 9
Variation in C with length.
Triangles correspond to the case without ion relaxation and diamonds to
the case with ion relaxation. The model conditions are condition IV
(full charge DNA, 0.11 M KCl, 20°C).
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COMPARISON WITH EXPERIMENT |
Measurements of the free solution electrophoretic mobility of
27-bp and longer duplex DNA fragments (Stellwagen et al., 1997
) were
carried out in 0.04 M Tris-acetate aqueous buffer at 25°C and pH = 8.0. More recently, the same workers reported the mobility of an
18-bp duplex DNA under the same conditions (Stellwagen et al., 1999
).
Detailed modeling of the 18-bp fragment (Mazur et al., 2001
) led us to
conclude that a charge model of DNA in which the bare phosphate charges
are reduced by 50% reproduced the experimental mobility quite well.
Physically, this corresponds to a net charge of about +18
(neutralization of half of the DNA phosphates) from the
Tris+ cations being bound or entrapped within the
hydrodynamic shear surface of the DNA. Thus, we expect the condition I
modeling results to be the most appropriate to use in a comparison with
the experimental results. The diamonds in Fig.
10 correspond to the condition I model
mobilities and the solid line is a fitting curve through these points.
The dashed line at µ = 4.24 (in
10
4
cm2/V s) is an independent model mobility for an infinitely
long cylinder using the same polyion radius/linear charge density and solvent conditions used in the BE modeling studies (Stigter, 1978a
,b
). The underlying methodology used by Stigter and the present BE modeling
studies is essentially the same, so the mobilities should agree in the
limit of very long rods, and this is confirmed by Fig. 10. The
triangles represent experimental mobilities (Stellwagen et al., 1997
,
1999
). Up to ~60 bp, model and experimental mobilities are in good
agreement with each other. However, the model mobilities do not appear
to level off with increasing length to the extent seen in experiment.
This trend is also seen under the other conditions modeled.

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FIGURE 10
Length dependence of µ. Comparison of theory and
experiment. Diamonds and solid curve, condition I
modeling for straight rods; squares, condition I modeling
for bent rods; triangles, experiments (Stellwagen et al.,
1997 ). The dashed line is the model mobility of an infinitely long
straight rod (Stigter, 1978a ,b ) under the same conditions as the BE
modeling.
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A possible explanation could be that bending of DNA is responsible for
the leveling off of µ for long fragments. The persistence length,
P, of DNA is approximately 50 nm, or 147 bp, though this value exhibits some variation with salt concentration (Rizzo and Schellman, 1981
). Thus, for DNA shorter than, say, P/2
(approximately 80 bp), a straight rod model would be expected to be a
realistic representation of the fragment. For longer DNAs, a model that accounts for bending would be more realistic. One approach would be to
generate an ensemble (100, for example) of different wormlike chain
conformations, model the µ of each, and average the results (Hagerman
and Zimm, 1981
). Unfortunately, this is not feasible due to the long
simulation times involved. Computation time varies roughly as the
square of the number of plates comprising the structure, and, for a
240-plate straight rod model (typical of 60-bp DNA), a complete
calculation of diffusion and electrophoretic mobility with ion
relaxation requires approximately two days of single processor time on
a Silicon Graphics 4D-380-SX computer. A simpler approach is to
generate a single bowed structure that reflects the curvature expected
in an actual DNA fragment and compute the mobility for that structure,
and that is the procedure followed in the present work. For a wormlike
chain, the mean square end-to-end distance,
R2
, is related to contour length,
L, and persistence length by the relation (Hagerman and
Zimm, 1981
, or most texts relevant to polymer theory),
|
(21)
|
A single bent structure is generated with sufficient curvature to
yield the same
R2
as predicted by Eq. 21.
Two capped cylinder models appropriate for 100-bp DNA are shown in Fig.
11. The upper figure is a straight rod
model and the lower a bent rod with a radius of curvature that gives
the same
R2
as a wormlike chain with
P = 50 nm and L = 34 nm. Boundary
element modeling is then carried out on the bent structure, but it is necessary to consider case 1 and case 2 transport along three orthogonal directions. The filled squares in Fig. 10 represent the
extrapolated shell mobilities of bent cylinder models corresponding to
P = 50 nm for 60-, 80-, and 100-bp DNAs. These results
show that the model mobilities do indeed level off and actually start to decrease. Actual duplex DNAs are not smoothly bending rods such as
the bent rod models considered here. Nonetheless, these results do show
that rod curvature causes µ to be slightly lower than for the
corresponding straight rod. Thus, we conclude that the leveling off of µ for long fragments may be attributed, in part, to bending of the
DNA.

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FIGURE 11
Straight and bent rod capped-cylinder models for
100-bp DNA. The bent structure has the same mean-square end-to-end
distance as a wormlike chain of contour length = 34 nm and
persistence length = 50 nm.
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The effects of global conformation on mobility have also been examined
for condition III (0.02 M NaCl at 20°C, full charge model). For
straight rods, the orientationally averaged mobilities in the presence
of ion relaxation, µ(r) (in
10
4
cm2/V s), are 4.01, 4.13, 4.22, and 4.32 for 40, 60, 80, and 100 bp, respectively. These are substantially higher than the value of 3.84 inferred from Fig. 11 of Hoagland et al. (1999)
for high molecular-weight DNA under the same conditions. However, the bent rod
(P = 50 nm) model mobilities for 60, 80, and 100 bp are
4.05, 4.00, and 3.89, respectively. As in the condition I studies
considered previously, accounting for DNA bending in the approximate
manner of the present work helps to reconcile theory and experiment
with regards to the mobilities on long duplex DNA. However, without mobility experiments as a function of length similar to those of
Stellwagen et al. (1997)
, but under different salt/buffer conditions, it is difficult to quantify the effect of bending on length. If we
assume the leveling off in µ with length is similar for the six
conditions studied in this work, then model mobilities corresponding to
40-60 bp should be more appropriate to compare with experimental mobilities than with model mobilities from very long rods. In 0.02 M
NaCl at 20°C and fully charged, straight rod DNA models, the 40- and
60-bp µ(r) are 4.4 and 7.6% higher than the experimental value of 3.84 (Hoagland et al., 1999
). In 0.2 M KCl at
1.3°C (condition VI), model mobilities for 40- and 60-bp DNA
fragments are 1.96 and 2.00 for 40 and 60 bp. These are 6.5 and 8.7%
higher than the experimental mobility of 1.84 (Ross and Scruggs, 1964
).
Also in KCl, but at a concentration of 0.11 M and at 20°C, a detailed analysis of 20-bp DNA gave a capped-cylinder, model mobility that was
larger than experiment by 5.5% (Mazur et al., 2001
). In this case, the
charge model was a full charge model, but the charges were distributed
on a double-helical spiral rather than on a line at the center of the
rod axis. A more realistic helical charge distribution reduces the
mobility (Allison and Mazur, 1998
), but the effect is small and amounts
to 1-2%. Also, going to a more realistic surface model reduces
mobilities slightly, but again the reduction is in the 1-2% range.
The experimental mobilities of long duplex DNA in monovalent alkali
salts (Ross and Scruggs, 1964
; Hoagland et al., 1999
) are reasonably
well explained by the model studies once account is taken of the
long-range bending of high molecular-weight DNA and the simplifying
assumptions of the model studies (line charge, smooth cylinder surface
model of polyion).
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SUMMARY |