Availability of water resources (i.e., precipitation, soil water content) strictly determines the mortality and geographic distribution of plant species, since they need to absorb water from the soil and transport it to the leaves for photosynthetic production. Plants must maintain their water transport system under fluctuating water supplies. In particular, woody plants generate high tensions in their conduits along the transpiration streams as, in some cases, they need to hold their crown more than ~100 m above ground. To maintain water columns under such high negative pressure, xylem conduits consist of a continuum of tubular cells with rigid and hydrophobic-lignified cell walls1. The vulnerability to xylem dysfunction of xylem conduits in each species is a good determinant of the species survival under fluctuating water supply2. In addition, studying the water status of xylem conduits is important for the evaluation of the health condition of individual trees subjected to abiotic or biotic stresses. Measuring sap flow or water potential can provide estimates of a woody plant's water status due to the integrated hydraulic function of xylem conduits. Furthermore, visualizing the distribution of water in xylem cells can clarify the condition of individual components of the xylem hydraulic system.
Several techniques for visualizing the water status of xylem conduits exist3. The classical and useful methods for observing water pathways in woody tissue involve staining the water column by immersing the ends of cut branches into a dye or by injecting a dye into standing tree stems4. Soft X-ray photography also allows the visualization of water distribution of sliced wood disks due to the differential X-ray absorption intensity of the moisture in xylem5,6. These methods, however, only provide tracks of water movement or demonstrate macroscopic distributions of water. Recently, non-destructive observation techniques, such as micro focus X-ray computed tomography (µCT)7,8,9,10and magnetic resonance imaging (MRI)11,12, have been significantly improved to allow observation of water in xylem conduits within intact saplings. These non-destructive methods have great advantages in that we can observe the xylem's water status without artificial cutting effects, and we can track water flow dynamics by sequential imaging or introducing a contrast agent10. However, we need to use a customized MRI for plant imaging or a specialized facility for synchrotron-based µCT in order to obtain the images which can identify cellular level water content. In addition, although the synchrotron-based µCT system enabled to obtain fine images with high spatial resolution, which is comparable to light microscopy7,8,9, living cells can be injured by the radiation of high energy X-ray13,14. Employing a scanning electron microscope in which cryo-units are installed (cryo-SEM) is a very useful method for precisely locating the water in xylem at a cellular level, although this requires destructively harvesting the sample for observation. To fix the water in xylem conduits, a portion of the stems (i.e., twigs, branches or stems) are frozen in situ by liquid nitrogen (LN2). Observations of the surface of trimmed, frozen specimens by cryo-SEM provide highly-magnified images of the xylem structure from which we can identify the water in xylem conduits as ice. A significant limitation of this method is that sequential observation of water movability within the same sample is impossible. However, the application of µCT or MRI for sequential observation of trees that live in a field is extremely challenging because these instruments are not portable. In contrast, cryo-SEM has a potential for using this technique on big trees in field experiments to clearly visualize water contents at not only the cellular level but also at a finer structure level, e.g., water in intervascular pits15, water in intercellular spaces16, or bubbles in water column17.
Many studies observing xylem water by cryo-SEM have been reported 5,12,18,19,20,21,23. Utsumi et al. (1996) initially established the protocol for observation of xylem in situ by freeze-fixation of a living trunk via filling LN2 into a container set onto the stem21. The temperature of the sample was maintained below -20 °C during sample collection and during cryo-SEM preparation in order to avoid melting the ice within xylem conduits. This method has been used to observe the water in xylem in order to clarify water distribution under changing water regime11,12,24,25,26,27,28, the seasonal variation of water distribution21,29,30, the effect of freeze-thaw cycles17,31,32, the distribution of water in wet wood5, changes in the water distribution during the transition from sapwood to heartwood20, seasonal time course of cambial activity and differentiation of vessels33, and cavitation induced by certain biotic stresses23,34. Hydraulic conductivity and conduits vulnerability to cavitation have also been verified using cryo-SEM35,36. Cryo-SEM equipped with energy dispersive X-ray spectrometry (EDX or EDS) has been used to study element distribution over the surface of a specimen containing water37.
Freeze-fixation of a living trunk which contains conduits under high hydraulic tension sometimes causes artificial cavitations which are observed by cryo-SEM as fractured ice crystals in the lumen of conduits38,39. In particular, broadleaved species with longer and wider conduits are vulnerable to tension-induced artifacts, such as cavitation caused by sample cutting, even if conducted under water3,40. Cavitation artifacts become conspicuous after sampling of a transpiring tree (i.e., sampling during the day time) or under severe drought conditions and they can mislead to an overestimation of cavitation occurrence3,38,39. Therefore, the tension working in the conduits has to be released in order to avoid the artifactual cavitation3,12,39.
The freeze-fracture technique using a knife installed in a specimen chamber is often employed to expose specimen surface for cryo-SEM observation. However, freeze-fractured planes of woody plant tissues, especially transverse sections of secondary xylem, are too rough to clearly observe the anatomical features and water in the tissue6. The application of a cryostat for trimming a specimen allows rapid and high-quality preparation of sample surfaces20,23. The overall goal of this method is providing evidence with electron microscopy resolution of the water distribution in various kinds of xylem cells in situ without the occurrence of sampling artifacts. We introduce our updated procedure, which has been steadily improved since we first adopted it, regarding the sampling, trimming and cleaning the specimen surface for obtaining high-quality electron micrographs of cryo-fixed samples of xylem.