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Fluorescent activity reporters are ideal for imaging of the neuronal activity because they are sensitive and have large dynamic ranges1,2,3. Therefore, an increasing number of experiments are using fluorescence microscopy to directly observe neuronal activity1,2,3,4,5,6,7,8,9,10,11,12,13,14,15,16. The first miniaturized one-photon fluorescence microscope (miniscope) was designed in 2011 by Mark Schnitzer et al.5. This miniscope enables researchers to monitor the fluorescence dynamics of cerebellar cells in freely behaving animals5 (i.e., without any physical restraint, head restraint, sedation, or anesthesia to the animals). Currently, the technique can be applied to monitor superficial brain areas such as the cortex6,8,15,16; subcortical areas such as the dorsal hippocampus8,11,13,14 and striatum6,17; and deep brain areas such as the ventral hippocampus14, amygdala10,18, and hypothalamus8,12.
In recent years, several open-source miniscopes have been developed4,5,6,7,11,13,17,19. The miniscope can be economically assembled by researchers if they follow the step-by-step guidelines provided by the University of California, Los Angeles (UCLA) Miniscope team4,7,11,13. Because optical monitoring of neural activity is restricted by the limitations of light transmission7 to and from the neuronal population of interest, a miniscope was designed that requires an objective gradient refractive index (GRIN) lens (or objective lens) to be preanchored at the bottom of the miniscope to magnify the field of view that is relayed from a relay GRIN lens (or relay lens)6,7,8,10,16,17. This relay lens is implanted into the target brain region such that the fluorescence activity of the target brain region is relayed onto the surface of relay lens6,7,8,10,16,17. Approximately 1/4 of a full sinusoidal period of light travels through the objective GRIN lens (~ 0.25 pitch) (Figure 1A1), resulting in a magnified fluorescence image6,7. The objective lens is not always fixed at the bottom of the miniscope nor is the implantation of the relay lens necessary6,7,11,13,15. Specifically, there are two configurations: one with a fixed objective lens in the miniscope and a relay lens implanted in the brain8,10,12,14,16 (Figure 1B1) and another with just a removable objective lens6,7,11,13,15 (Figure 1B2). In the design based on the fixed objective and implanted relay lens combination, the fluorescence signals from the brain are brought to the top surface of the relay lens (Figure 1A1)7,8,10,12,14,16. Subsequently, the objective lens can magnify and transmit the visual field from the top surface of the relay lens (Figure 1A2). On the other hand, the removable objective GRIN lens design is more flexible, which means preimplantation of a relay lens into the brain is not mandatory (Figure 1B2)6,7,11,13,15. When using a miniscope based on a removable objective lens design, researchers still need to implant a lens into the target brain region but they can either implant an objective lens6,7,11,13,15 or a relay lens in the brain6,7. The choice of an objective or a relay lens for implantation determines the miniscope configuration that the researcher must use. For instance, the V3 UCLA Miniscope is based on a removable objective GRIN lens design. Researchers can choose either to directly implant an objective lens in the brain region of interest and mount the "empty" miniscope onto the objective lens6,7,11,13,15 (a one-lens system; Figure 1B2) or to implant a relay lens in the brain and mount a miniscope that is preanchored with an objective lens6,7 (a two-lens system; Figure 1B1). The miniscope then works as a fluorescence camera to capture livestream images of neuronal fluorescence produced by a genetically encoded calcium indicator1,2,3. After the miniscope is connected to a computer, these fluorescence images can be transferred to the computer and saved as video clips. Researchers can study neuronal activity by analyzing the relative changes in fluorescence with some analysis packages20,21 or write their codes for future analysis.
The V3 UCLA Miniscope provides flexibility for users to determine whether to image neuronal activity with a one- or two-lens system7. The choice of the recording system is based on the depth and size of the target brain area. In brief, a one-lens system can only image an area that is superficial (less than approximately 2.5 mm deep) and relatively large (larger than approximately 1.8 x 1.8 mm2) because the manufacturers only produce a certain size of objective lens. In contrast, a two-lens system can be applied to any target brain area. However, the dental cement for gluing the baseplate tends to cause misalignment with an altered distance between the objective and relay lenses, resulting in a poor image quality. If the two-lens system is being used, two working distances need to be precisely targeted to achieve the optimal imaging quality (Figure 1A). These two critical working distances are between the neurons and bottom surface of the relay lens, and between the top surface of the relay lens and the bottom surface of the objective lens (Figure 1A1). Any misalignment or misplacement of the lens outside of the working distance results in imaging failure (Figure 1C2). In contrast, the one-lens system requires only one precise working distance. However, objective lens size limits its application for monitoring of deep brain regions (the objective lens that fits the miniscope is approximately 1.8 ~ 2.0 mm6,11,13,15). Therefore, implantation of an objective lens is limited for the observation of the surface and relatively large brain regions, such as the cortex6,15 and dorsal cornu ammonis 1 (CA1) in mice11,13 . In addition, a large area of the cortex must be aspirated to target the dorsal CA111,13. Because of the limitation of the one-lens configuration that prevents imaging of deep brain regions, commercial miniscope systems offer only a combined objective lens/relay lens (two-lens) design. On the other hand, the V3 UCLA miniscope can be modified into either a one-lens or two-lens system because its objective lens is removable6,11,13,15. In other words, V3 UCLA miniscope users can take advantage of the removable lens by implanting it in the brain (creating a one-lens system), when performing experiments involving superficial brain observations (less than 2.5 mm in depth), or by preanchoring it in the miniscope and implanting a relay lens in the brain (creating a two-lens system), when performing experiments involving deep brain observations. The two-lens system can also be applied for superficially observing the brain, but the researcher must know the accurate working distances between the objective lens and relay lens. The main advantage of the one-lens system is that there is a decreased chance of missing the working distances than with a two-lens system, given that there are two working distances that need to be precisely targeted to achieve optimal imaging quality in the two-lens system (Figure 1A). Therefore, we recommend using a one-lens system for superficial brain observations. However, if the experiment requires imaging in the deep brain area, the researcher must learn to avoid misalignment of the two lenses.
The basic protocol for two-lens configuration of miniscopes for experiments includes lens implantation and baseplating8,10,16,17. Baseplating is the gluing of a baseplate onto an animal's head so that the miniscope can be eventually mounted on top of the animal and videotape the fluorescence signals of neurons (Figure 1B). This procedure involves using dental cement to glue the baseplate onto the skull (Figure 1C), but the shrinkage of dental cement can cause unacceptable changes in the distance between the implanted relay lens and the objective lens8,17. If the shifted distance between the two lenses is too large, cells cannot be brought into focus.
Detailed protocols for deep brain calcium imaging experiments using miniscopes have already been published8,10,16,17. The authors of these protocols have used the Inscopix system8,10,16 or other customized designs17 and have described the experimental procedures for viral selection, surgery, and baseplate attachment. However, their protocols cannot be precisely applied to other open-source systems, such as the V3 UCLA Miniscope system, NINscope6, and Finchscope19. Misalignment of the two lenses can occur during the recording in a two-lens configuration with a UCLA Miniscope due to the type of dental cement that is used to cement the baseplate to the skull8,17 (Figure 1C). The present protocol is needed because the distance between the implanted relay lens and the objective lens is prone to shift due to the undesirable shrinkage of dental cement during the baseplating procedure. During baseplating, the optimal working distance between the implanted relay lens and the objective lens must be found by adjusting the distance between the miniscope and the top of the relay lens, and the baseplate should then be glued at this ideal location. After the correct distance between the objective lens and the implanted relay lens is set, longitudinal measurements can be obtained at cellular resolution (Figure 1B; in vivo recording). Since the optimal range of working distances of a relay lens is small (50 - 350 µm)4,8, excessive cement shrinkage during curing can make it difficult to keep the objective lens and the implanted relay lens within the appropriate range. The overall goal of this report is to provide a protocol to reduce the shrinkage problems8,17 that occur during the baseplating procedure and to increase the success rate of miniscope recordings of fluorescence signals in a two-lens configuration. Successful miniscope recording is defined as recording of a livestream of noticeable relative changes in the fluorescence of individual neurons in a freely behaving animal. Although different brands of dental cement have different shrinkage rates, researchers can select a brand that has been previously tested6,7,8,10,11,12,13,14,15,16,22. However, not every brand is easy to obtain in some countries/regions due to the import regulations for medical materials. Therefore, we have developed methods to test the shrinkage rates of available dental cements and, importantly provide an alternative protocol that minimizes the shrinkage problem. The advantage over the present baseplating protocol is an increase in the success rate of calcium imaging with tools and cement that can be easily obtained in laboratories. The UCLA miniscope is used as an example, but the protocol is also applicable to other miniscopes. In this report, we describe an optimized baseplating procedure and also recommend some strategies for fitting the UCLA miniscope two-lens system (Figure 2A). Both examples of successful implantation (n= 3 mice) and examples of failed implantation (n=2 mice) for the two-lens configuration with the UCLA miniscope are presented along with the discussions for the reasons of the successes and failures.