In this article, we discuss both the quantitative and qualitative methods of measuring leaf anatomy and ways in which they can be optimized. Furthermore, the methodology is applied to representative crop species so as to determine which anatomical traits are most useful in distinguishing between C3 and C4 cross-sections. Understanding these traits is essential as hybrid species, termed C2 photosynthesis, is becoming a more promising avenue of research. As of now, only one crop species, Diplotaxis tenuifolia (arugula), has been identified to use C2 photosynthesis, but it is likely that there are more than what current records indicate25. High levels of intraspecific photosynthetic diversity and plasticity are present within C2 lineages. This implies that confirming the occurrence of C2 photosynthesis necessitates multiple lines of evidence, such as CO2 compensation point, ultrastructural analyses, and immunohistochemistry30.
Free-hand and semi-thin sections have been used in identifying and measuring specific plant tissues for many years, but this article aims to discuss the particular use case of anatomical leaf structures that affect photosynthetic differentiation between C3 and C4 crop plants. There are caveats to both free-hand and semi-thin sectioning that ought to be considered. Free-hand sections, while quick to obtain, are likely to result in leaf sections with inconsistent thicknesses, hindering quantitative analyses. This can be avoided by using specialized equipment for the sectioning of fresh plant material (e.g., vibratome or cryostat). The thicker sections from hand-sectioning can result in multiple layers of cells atop each other, blurring the cells and, thus, the anatomy. If the purpose of sectioning is purely qualitative, freehand sections offer the advantage of chemical processing of plant tissues (i.e., histochemistry)31. This allows for the qualitative indication of the presence of particular compounds in plant cells. Conversely, semi-thin sections almost always result in consistently thick sections. However, the processes are longer, delicate, and thus prone to error. Issues that may arise, as well as ways to avoid them, are discussed further.
Fixing
Fresh material must be used for both free-hand and semi-thin sections, i.e., leaves from plants that are sufficiently hydrated. Sections from wilted leaves do not have structural integrity as the cells have a decreased turgor pressure. When obtaining semi-thin sections from resin-embedded material, it is critical to ensure that leaf sections are fixed under a vacuum so as to replace the air inside the leaf. This allows for structural integrity and osmosis during the infiltration process. If this step is not done correctly, cells are likely to collapse, leading to cross-sections that do not accurately depict the real leaf structure and subsequently incorrect anatomical measurements32.
Conversely, high vacuum pressure can damage leaves with soft tissues (like cotyledons), resulting in shrunk cells or the destruction of the samples. This can be avoided by using an appropriate vacuum pump setting or by skipping it altogether and just soaking the samples in the fixative solution. If the latter is preferred, samples can be cut at all sides, as to ease the infiltration of the fixative into the tissue.
Pre-Infiltration
Cell wall thickness and sclereid tissue are the most influential anatomical traits to the permeation of solutions that allow for optimal fixation and infiltration of the specimen. The purpose of sclereids in plant tissue is mechanical support and protection, which can impact the infiltration process33. As these tissues have highly thickened lignified cell walls, permeation of solutions can be hindered. Samples that have infiltration issues result in semi-thin sections with broken cells and tears in the resin (Figure 5C,D). Longitudinal sectioning results in distorted cells, causing biases in anatomical analyses and measuring of leaf traits such as cell size and cell density (Figure 5F-H).
Resin Infiltration
Quality sectioning is vital for the observation of anatomical tissues, which are directly affected by the medium in which the specimen is embedded. The most common embedding media used in plant histology are paraffin wax, epoxy, and acrylic resins34,35. Wax-embedding requires preparation of samples by chemical fixative, and infiltration with liquid wax, which are hardened at room temperature. These cuts typically result in sections that are 5-10 µm in thickness, which, as demonstrated here, can be achieved just as well by hand (Figure 2) and require just unfixed fresh tissue. In this instance, the arrangement of cells around the bundle sheath is vital to distinguishing between C3 and C4 plants, which requires the use of a more robust and rigid embedding media. Epoxy resin (Spurr's resin36) and acrylic resin (LR White) were tested both for hardness, longevity, sample infiltration, as well as sectioning durability in this study. Epoxy resin has been used in the embedding of biological material for decades37. Acrylic resins are relatively new and were initially considered for embedding plant specimens due to their resilience over time as, unlike epoxy resins, they do not discolor as a result of UV exposure and are less prone to shrinkage38. LR White acrylic resin (hard grade) was selected for its non-toxicity and UV-stable formula. Acrylic resins tend to be considerably less viscous than epoxy resins, which allows for quicker sample infiltration, and the hardness of the material allows for cleaner cutting with a microtome39. Figure 5C,D shows the results of epoxy resin in leaf specimens with a large amount of structural tissue, where tears are inevitable due to the softness of epoxy resin, as compared with acrylic resin (Figure 3).
Ultramicrotomy
Trimming away excess resin may create cracks in the resin that penetrate into the sample. To avoid this, it is vital to consider the density and brittleness of the resin chosen for embedding. Cutting deeper into the section should avoid any artifacts caused by hand or rough knife trimming. The sample should be aligned perpendicularly to the sample holder and validated by increasing the magnification through the eyepiece, as well as viewing a fixed and stained section. Plant cells not cut at a perfectly right angle appear as tapered cells whereby one end is larger than the other40.
Post-staining
Toluidine blue (1% in aqueous solution) was used to stain semi-thin sections cut on the ultramicrotome. If the stain is left to dry on the section too long, it results in overstaining, causing an oversaturation of the section when imaged (Figure 5A). When the stain is not filtered well, it results in undissolved particles drying on the section, hindering the visualization of the anatomical structures (Figure 5B). This issue can be avoided by using a fine filter when making toluidine blue solution as well as limiting exposure of the section to the stain. Samples are dried on a hot plate at 60 °C prior to staining to ensure that the section bonds to the glass microscope slide, but should not be exposed for more than 10 s to toluidine blue before being rinsed and dried again41.
Considerations on anatomical measurements
The measurements shown in this paper are just an example of the many anatomical traits that can be quantitatively assessed using semi-thin sections, including a fraction of intercellular airspace, average mesophyll thickness (without vascular tissue), and mesophyll surface area exposed to intercellular air spaces per unit of leaf area42. However, while bundle sheath cell size is an important indicator to differentiate between the C3 and C4 metabolism, bundle sheath cell wall thickness is another important trait that cannot be viewed based on light microscopy alone, as it determines the degree of leakiness of bundle sheath cells, i.e., the amount of CO2 back diffusing into mesophyll cells42,43. High leakiness reduces the photosynthetic efficiency, as a large fraction of energy used for CO2 fixation by PEP carboxylase is lost44,45,46. For such ultrastructural analyses, Transmission Electron Microscopy and image analyses are required. Although only light microscopy was considered for the present study, the protocol includes the treatment with osmium tetroxide, a contrasting and fixing agent which is a cornerstone for TEM microscopy. Polymerized samples can thus still be used for TEM analysis whenever the need arises, even if not considered at the time of preparation.
Although anatomical diagnosis can easily detect Kranz-like structures, the presence of C4 can further be diagnosed by gas-exchange measurements which can show typical C4 physiology, i.e., low CO2 compensation point, limited O2 inhibition of photosynthesis and different carbon isotope composition2,4,47.
It should also be noted that Kranz anatomy is not necessary for C4 photosynthesis to develop, as shown by the discovery of single-cell C4 plants48,49,50. Anatomical analysis alone may, therefore, not be sufficient to detect C4 physiology in less studied taxa. The coupling of anatomical characterization with physiological analysis offers powerful tools for investigating leaf traits and their structure-function relationship in both crops and wild plants.