Method Article

Environmental Sampling of Photosynthetic Microbes and Their Viruses: From Field to Lab

DOI:

10.3791/68379

July 3rd, 2025

In This Article

Summary

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Here, we describe methods of sampling from the euphotic zones of marine and freshwater ecosystems to isolate cyanophages (and their hosts) and post-sampling processes that enrich single genotypes and characterize virus-host interaction dynamics.

Abstract

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Environmental sampling of photosynthetic microorganisms and their viruses plays a critical role in understanding contemporary marine and freshwater biodiversity and ecosystem dynamics as well as the impacts of climate change-related factors (e.g., rising temperatures and acidification) on evolutionary trajectories of species and community composition. Unfortunately, the diversity of the virosphere does not support a single universal sampling and experimental workflow. Indeed, each virus system has unique features, which require modifications to standard protocols in virology to accomplish research goals. Although virus discovery and characterization require approaches that are specific to the target system, for all viruses, the research aims are similar: isolate the virus; determine host range; confirm productive infection; and characterize the virus, the host, and virus-host dynamics. Robust descriptions of virus-host systems consist minimally of elucidating morphology, physiology, biochemistry, and omics profiles. Further information may be obtained by manipulating the system by changing factors such as multiplicity of infection, temperature, pH, host-switch, directed evolution, or applying drugs to observe virus-host system response. Our laboratory studies viruses across domains of life (Archaea, Bacteria, and Eukarya). In this report, we detail methods for sampling photosynthetic microbes from the euphotic zone of freshwater and marine environments with focus on isolating bacteriophage (i.e., cyanophage) of cyanobacteria. Cyanobacteria are keystone species critical to primary production and nutrient cycling in these aquatic ecosystems. The described workflow extends from sampling waters at different depths to characterizing virus-host system features using liquid and solid media culture, advanced molecular/genetic methods, and analytical approaches. The methods described are adaptable to bacteriophage and virus discovery in virus-host systems across domains of life.

Introduction

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Characterizing infection dynamics and evolutionary relationships of cyanophages and their hosts is key to understanding the current and future states of marine and freshwater ecosystems. Advanced high-throughput sequencing techniques and modern analytical methods allow rapid sequencing of cyanophage (and host) genomes to study virus-host relationships1,2. However, workflows begin with environmental sampling to isolate and identify viruses and their hosts3,4,5. Due to the diversity of the virosphere, there is no single protocol for sampling and characterizing all viruses and bacteriophages. Indeed, each virus-host system has its unique characteristics. Nonetheless, the baseline objectives are similar regardless of the virus system being explored: isolate the virus; determine host range; demonstrate productive infection in one or more hosts; characterize the virus, host, and virus-host infection dynamics using qualitative and quantitative approaches. An advanced understanding of the virus system can be examined by perturbing the system. Changing parameters such as multiplicity of infection (MOI)6, temperature, pH, the host strain, or by the application of drugs to determine how the system responds, provides additional insight into the nature of virus-host dynamics. More advanced manipulation, such as directed evolution, can provide additional information about the potential evolutionary trajectory of the system and how co-evolutionary endpoints may impact the larger microbial community and ecosystem.

In this study, we present a model (but readily adaptable) protocol for environmental sampling of photosynthetic microbes such as cyanobacteria and microalgae, which play a critical role in nutrient cycling and primary production in marine, freshwater, and other aquatic ecosystems7,8,9,10,11. The workflow focuses on isolating hosts from the euphotic zones of marine and freshwater environments and their viruses and bacteriophages, which are key drivers in these ecosystems12. Both viruses and bacteriophages impact both eukaryotic and prokaryotic population structures and heavily influence ecosystem diversity and productivity13. Thus, the goal here is to provide a sampling protocol and post-sampling workflow that facilitates enrichment of hosts and viruses for investigating: single-virus/single-host, multi-virus/single-host, single-virus/multi-host, and multi-virus/multi-host dynamics; -omics substrates underlying virus-host infection dynamics; and, potential co-evolutionary trajectories and evolutionary endpoints that impact the virus-host system under study and the larger ecosystem from which the viruses and host were extracted.

Specifically, we describe a workflow for environmental sampling, field pre-processing of samples (i.e., before reaching the lab), post-processing for isolation of bacteriophage (and viruses), enrichment of mixed-species cultures of microorganisms towards identifying permissive hosts, developing single-colony isolates of putative hosts, confirming a bona fide virus-host relationship (i.e., productive infection), and characterizing fundamental infection properties (e.g., virulence). Infection assays not only permit calculation of relative virulence (VR)14 and host resilience (RR)15 but also include steps for extracting culture samples at key time-points for investigating -omics substrates that underlie the observed physiology (i.e., the virus-host interaction dynamics). Lastly, we discuss potential pitfalls, troubleshooting, and solutions, as well as ways to modify select steps to target specific taxa. The workflow is applicable to cyanophage-cyanobacteria, phycodnavirus-microalgae, and thermophilic fusellovirus-archaeal systems16,17, demonstrating its utility in characterizing viruses across all three domains of life: Bacteria, Eukarya, and Archaea.

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Protocol

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1. Environmental sampling

NOTE: This protocol describes offshore sampling for photosynthetic microbes from the euphotic zone within 5 miles of the shoreline off the coast of southern California. However, the protocol has been adapted to sample from lakes, frozen lakes, or geothermal hot springs (Figure 1).

  1. Environmental sampling offshore along the southern California coastline
    NOTE: A 6 m, deep-V, center console vessel (i.e., boat) with dual 150 hp outboard motors was loaded with research equipment (Table of Materials). Three sites were selected for euphotic zone sampling: (a) Site 1: N 30° 15.436, W 117° 31.551; (b) Site 2: N 33° 12.521, W 117° 25.275; and (c) Site 3: N 32° 59.914, W 117° 17.058. At each site, 20 L of water samples were extracted midday from three different depths at each site: < 3 m (surface sample), 6 m, and 14 m.
    1. Transfer pump assembly: Upon reaching each sample site, deploy the boat anchor and record GPS coordinates from the navigation system. Assemble the sampling system.
      1. In brief, fit one end of 2.54 cm I.D. flex-plus blue PVC tubing (50 ft.) to a 2.54 cm suction strainer to prevent large debris from entering the pump system. Secure the strainer-tube junction with duct tape. Fit the opposite end of the tube to the intake manifold of the 1 hp stainless steel transfer pump.
      2. Attach a 10 ft section of 2.54 cm I.D. collapse-resistant rubber flex hose to the outlet of the pump. Plug the transfer pump electrical cord into the gas-powered 3800 W inverter generator. Once assembled, prime the transfer pump and test to ensure the pump system is operational (Figure 1, top row).
    2. Weighting the transfer tube: Secure one end of a 25 m long, 1.25 cm diameter, nylon marine rope to the eyelet of a 14 kg mushroom anchor. Use duct tape to secure the rope to the blue PVC tubing every 3 m with the suction strainer set approximately 1 m above the anchor to prevent the strainer from lodging into the sand or hitting rocks underwater. Use the anchor to submerge the transfer tube (blue PVC tube) and to avoid any strong undercurrents from creating a large angle between the boat and the tube, which would give inaccurate sample depths. Lower the anchor/rope and tube assembly to depth.
    3. Extracting seawater samples: Once the tube tip with the strainer is at the desired depth, power up the generator and pump. Reprime the pump or shake the transfer tube to get water to start pumping from depth. Once a steady flow of water was being transferred from depth, discharge 1-2 tube volumes back into the ocean to ensure that water from the desired depth is flowing through the pump. Collect water samples in 20 L water jugs (Figure 1, top row, far right).
    4. Sample transport to field station: Fill 20 L water jugs to approximately 18 L to allow gas exchange (e.g., O2/CO2) between water samples and headspace during transport. Prior to capping water jugs, record temperature, pH, and salinity from raw water samples. Then, cap and place water jugs on an ice bed in sub-deck storage and cover with a light sheet to avoid over-exposure to sunlight and high temperatures.
  2. Field pre-processing of water samples
    NOTE: Upon arrival at an onshore facility (e.g., hotel room/conference room/field station), a series of pre-processing steps were undertaken to protect microbial content within the water samples and to separate different fractions of the seawater samples based on particle size.
    1. Filtration system assembly: Secure one end of a 1 m long piece of 9.525 mm I.D. clear vinyl tubing to the hose barb inlet on the vacuum port of a portable air diaphragm vacuum pump. Secure the opposite end of the same hose to a 1.0 L, 0.45 µm filter vacuum cup assembly. Use both 0.45 µm and 0.22 µm filter cup assemblies in sequence to separate different fractions of the seawater sample as described below.
    2. To test the system for leaks or defective/torn filters, filter 0.25 L of seawater through the 0.45 µm polyethersulfone (PES) membrane filter cup. A non-leaky system will show suction between the filter and the grating once the seawater sample is completely filtered through.
    3. Filtration through 0.45 µm PES membrane filter cup assembly: To isolate photosynthetic microorganisms (e.g., microalgae and cyanobacteria), the goal is to filter 2 L of seawater sample through the 0.45 µm PES membrane filter cup using two 1 L filter cups (or four 500 mL filter cups). Appropriately label all filtrate bottles with filter size, depth from which the sample was taken, date, and sampling site designator. Finally, screw cap and cover bottles containing 0.45 µm filtrate with a semi-transparent cloth or sleeve to prevent excessive sunlight.
      NOTE: Do not allow the filter in the filter cup to run dry. Always keep a thin layer of liquid on the filter. The filter will accumulate biological debris (e.g., cells). If the filter becomes clogged with debris, carefully unscrew the cup assembly and set the used filter cup aside, but do not discard the clogged cup. Attach a new 0.45 µm filter and continue.
    4. Filtration through 0.22 µm PES membrane filter cup assembly: To isolate large eukaryotic viruses, use 1 L of the 0.45 µm filtrate from the previous step (step 1.2.3) and filter through a 0.22 µm filter cup. Appropriately label the ultrafiltrate bottle with filter size, depth from which the sample was taken, date, and sampling site designator. Finally, screw cap and cover the bottle containing 0.22 µm ultrafiltrate (from filtering the 0.45 µm filtrate).
      NOTE: Do not allow the filter in the filter cup to run dry. Always keep a thin layer of liquid on the filter. The filter will accumulate biological debris, which contains biological samples. If the filter becomes clogged, unscrew the cup assembly and set aside the used filter cup. Do not discard the clogged cup. Attach a new 0.22 µm filter and continue.
    5. Concentrate biomass from 0.45 µm filter: Pour 48 mL of filtrate (from 0.22 µm filtration) into each of two sterile 50 mL conical polypropylene centrifuge tubes. Use a sterile scalpel to uniformly cut along the outermost edge of the expended 0.45 µm filter within the cup assembly. Use sterile forceps to remove the biomass-laden and moist filter. Cut it in half. Roll up half of the filter paper into one 50 mL conical tube. Repeat with the second half of the filter membrane and the second tube. Screw on tube caps and secure with transparent film. Label the tube.
    6. Concentrate large virus biomass from 0.22 µm filter: Pour 14 mL of ultrafiltrate into each of two sterile 15 mL conical polypropylene centrifuge tubes. Use a sterile scalpel to cut along the outer rim of the used 0.22 µm filter within the cup assembly. Use sterile forceps to remove the biomass-laden and moist filter. Cut it in half. Roll up and insert one half of the filter paper into one of the 15 mL conical tubes. Repeat for the second half of the filter membrane and the second 15 mL conical tube. Screw on tube caps and secure with transparent film (e.g., Parafilm). Label each tube with filter size (i.e., 0.22 µm), site, depth, and date.
    7. Retain the remaining 0.45 µm filtrate as well as the remaining 0.22 µm filtrate for shipment back to the lab. Repeat this entire filtration process (steps 1.2.2 through 1.2.6) for each depth and sampling site.
      NOTE: Ultrafiltrate is used in the lab as a media base (with native minerals and other nutrients).
      Raw sample microscopy (Optional): Take one 50 mL conical tube with a 0.45 µm filter in it and gently shake. Use a plastic dropper (or pipettor) to take 30-50 mL of seawater from the 50 mL conical tube and prepare a glass microscope slide with the sample and a cover slip. Using a field microscope and a computer, view the microscope slide content to detect and record characteristics of observed microorganisms (Figure 2D).

2. Sample processing to concentrate viruses/bacteriophage and enrich hosts

NOTE: This protocol describes the first processing steps required once samples reach the laboratory from the field site. Transport by airplane versus road vehicle may require different considerations. Environmental sample viability will decrease with abrupt changes in temperature, pH, salinity, exposure or lack of exposure to light, dissolved gas (e.g., CO2 and O2) concentration, and time between environmental extraction and lab processing.

  1. Spin concentrating and storing viruses and bacteriophages
    NOTE: Once samples arrive at the lab, processing within 8 h after arrival may minimize loss of viable microbes due to the time lapse between sample site extraction and arrival at the lab. The steps provided below will provide aliquots of concentrated bacteriophage (or virus) suspension (i.e., working stocks) for long-term storage and use.
    1. Concentrating ultrafiltrate: For each sampling depth by site, ship the remaining ~800 mL of ultrafiltrate to the lab. Use a 3K NMWL 15 mL centrifugal spin filter and centrifuge at 6000 x g for 10-20 min to concentrate 50-100 mL of ultrafiltrate down to 1.0-1.5 mL. Prepare grids for TEM imaging as previously described16 to assess whether there are any virus-like particles (VLPs) in the resulting concentrated ultrafiltrate. If VLPs are detected, divide the concentrate into 100 mL aliquots. Store at 4 °C (or -20 °C for longer-term storage).
    2. Concentrating particles from 0.22 µm filter: Use a sterile scalpel to gently scrape debris from the 0.22 µm filters into the ultrafiltrate within the 50 mL tubes in which filters were transported. Use a 10K NMWL spin-concentrator cup assembly to concentrate 50-200 mL of suspension down to a volume of ~3 mL of sample retentate. Prepare grids for TEM imaging as previously described16 to determine if there are VLPs from the 0.45 µm filtrate that may have been captured on the surface of the 0.22 µm filter. If VLPs are detected, divide the concentrate into 100 mL aliquots and store at 4 °C (or -20 °C for longer-term storage).
  2. Spin concentrating and enriching retentate from 0.45 µm filters.
    NOTE: Mixed cultures of microorganisms may contain hosts for the viruses and bacteriophage isolated above (steps 2.1.1 and 2.1.2). Spin concentration and enrichment of mixed cultures provide working stocks from which to develop pure cultures of putative hosts (see step 3).
    1. Concentrating mixed suspensions: For each sampling depth by site, ship back ~100 mL of ultrafiltrate with a cell debris-laden 0.45 µm filter to the laboratory. Use a sterile scalpel to scrape debris from the 0.45 µm filter into the ultrafiltrate in the 50 mL tubes in which they were transported. Centrifuge the sample at 2000 x g for 10 min, 4 °C to pellet the biomass. Resuspend pellet in 5 mL of 1:8 dilute BG-11 media18 by gentle trituration with a pipette.
    2. Enriching retentate from 0.45 µm filter: Prepare six parallel cultures in 250 mL baffled Erlenmeyer flasks containing: 50 mL of BG-11 media (3 flasks) and a mix of ultrafiltrate from the sample site (40 mL) plus BG-11 (10 mL). Inoculate each flask with 0.5 mL of cell concentrate (from step 2.2.1). Incubate with mild shaking in a photobioreactor for a minimum of 7-10 days at 25 °C with light intensity set at 20-40 mmol photons/m2/s.19 Once growth is robust (e.g., OD730nm = 0.8), centrifuge at 2000 x g, 10 min, 4 °C to pellet. Resuspend the pellet in 10 mL of 1:8 dilute BG-11 media by gentle trituration with a pipette. Prepare 10-20 aliquots of 0.5 mL of cell suspension in screw-cap cryotubes for -80 °C storage.

3. Developing single-genotype pure cultures of microbial hosts

NOTE: This protocol describes procedures for isolating and purifying putative microbial hosts for viruses and bacteriophage from mixed cultures processed from collected environmental samples. Multiple host phenotypes may be isolated and purified, thus increasing the probability of detecting permissive hosts for the viruses and bacteriophage present in stored water samples (steps 2.1.1-2.1.2).

  1. Streaking plates and selecting single-colony isolates
    NOTE: Multiple single-genotype pure cultures are developed from mixed cultures to increase the probability of isolating a susceptible and permissive host of viruses or bacteriophage captured during environmental sampling and to investigate the host range of viruses and bacteriophage.
    1. Develop single colony isolates (SCI) as described below.
      1. Prepare BG-11 agar plates20. Thaw on ice, one aliquot of the mixed suspension which was stored at -80 °C (from step 2.2.2). Use a sterile loop to streak cell concentrates onto the BG-11 agar plates using standard techniques20. Incubate streaked plates in a photobioreactor for ~10 days at 25 °C with light intensity at 20-40 mmol photon/m2/s or until colonies appear on plates.
      2. Prepare ~10 seed cultures in 20 mL culture tubes with 5 mL of BG-11 media and/or 5 mL of a mix of ultrafiltrate from the sample site and BG-11. Pick a SCI from the plate with a sterile toothpick and inoculate each tube individually by dropping one toothpick into each tube. Incubate with mild shaking in a photobioreactor for a minimum of 10-15 days at 25 °C with light intensity set at 20-40 mmol photon/m2/s or until growth is detected (e.g., OD730nm = 0.4-0.8).
        NOTE: If there are multiple colony phenotypes (e.g., morphology, transparency, color) on the first streak plate, select individual colonies for inoculation from a range of colony phenotypes.
    2. Developing pure cultures of working stocks: Once positive seed culture growth is detected, repeat streak procedures until only a single colony phenotype appears on plates (Figure 3B and Figure 4B). Upscale seed cultures to 50 mL cultures in 250 mL baffled flasks (Figures 3C and Figure 4C) as described above (step 2.2.2). Prepare ~20 aliquots of 0.5 mL of SCI cell suspension and pipette into 1.0 mL screwcap cryotubes for -80 °C storage.
      NOTE: For developing pure cultures of cyanobacteria, antibiotics or antifungals may be required (e.g., imipenem, cycloheximide) to reduce culture contamination21. The plating procedure is a pivot point where isolation of cyanobacteria or microalgae may be targeted. Light parameters during incubation may vary in terms of light intensity or on-off cycles.
  2. Single genotype characterization and storing working stocks
    NOTE: To confirm the isolation and enrichment of individual putative host genotypes, pure cultures are characterized morphologically and genetically.
    1. Morphological characterization: Once cycles of liquid culture and solid media plate work result in a single cell phenotype, characterize microbial morphotypes by both light microscopy (Figure 2A-C) and, if available, transmission electron microscopy (TEM) and/or scanning electron microscopy (SEM; Figure 3A and Figure 4A). Under light microscopy (e.g., 60x-100x magnification) green, light brown, or transparent unicellular, colonial, filamentous, spiral, branched, or trichome cellular organization may be observed. This will indicate a possible taxonomic assignment.
    2. Genetic Characterization: Validate the isolation of a single microorganismal genotype by DNA extraction from the putative pure cultures, followed by partial genome sequencing. In cyanobacteria, the 16S rRNA gene is often a target (Figure 5A)22. A 16S phylogenetic analysis can identify taxonomic grouping22. In microalgae, 18S rRNA is often targeted23. For isolates of interest or novel isolates, whole genome sequencing may be pursued.

4. Developing single-genotype virus/bacteriophage suspensions

NOTE: This protocol describes procedures for isolating and purifying multiple single-genotype viral and bacteriophage suspensions from environmental samples.

  1. Dilution and TEM of VLP concentrates
    NOTE: Using TEM and plate-based plaque assays24, confirmation that VLPs are bona fide bacteriophage (or viruses) that infect host cells is achieved.
    1. Transmission electron microscopy of filtrates (0.45 µm and 0.22 µm): Use concentrates from 0.45 µm and 0.22 µm filtration of raw water samples (see step 2.1) to prepare TEM grids16 and image to examine virus particle heterogeneity (i.e., diversity of morphotypes). Dilute samples that result in grids with high confluency (e.g., 90%) before completing subsequent steps to achieve 30%-50% confluency. Manual particle counting or the use of imaging software may be employed to estimate cell confluency on grids.
      NOTE: High confluency on grids can result in clearing of host lawns on solid media plates rather than emergence of individual plaques that may be selected. Thus, diluting samples prior to plaque assays may save time. Alternatively, multiple host lawn plates may be tested for host-virus interactions using serial dilutions of VLP concentrates.
    2. Detecting bacteriophage (or virus) activity on host lawns: On BG-11 agar plates, grow putative host lawns of cyanobacteria (or microalgae) from working stocks (step 3.1.2). Pipette 0.5 mL of VLP suspension in 4.5 mL of media onto lawns (Figure 6A, left) and gently swirl until the entire surface of the lawn is coated with suspension. Incubate in a photobioreactor for 3-10 days at 25 °C with light intensity at 20-40 mmol photons/m2/s or until plaques are visible on plates (Figure 6A, right).
  2. Scraping plaques and developing single genotype virus or bacteriophage suspensions
    NOTE: By scraping individual plaque phenotypes and propagating bacteriophage in liquid cultures of the host, bona fide host-bacteriophage (or host-virus) interactions are confirmed, permitting bacteriophage (or virus) working stocks to be developed for infection assays. Working stocks of bacteriophage (or virus) must be titered by one of several methods (e.g., qPCR, plaque assays) to proceed with infection assays at a defined multiplicity of infection (MOI).
    1. Isolating and propagating one bacteriophage (or virus) genotype: Once individual plaques can be seen on plates (due to adequate dilution of VLP concentrate), use a sterile loop to scrape a single plaque. Swirl the loop in a 10 mL seed culture of the host (Figure 6B, left). Incubate with mild shaking (e.g., 70-120 rpm) in a photobioreactor for 3-10 days at 25 °C with light intensity set at 20-40 mmol photon/m2/s or until OD730nm drops or cell debris is detected in the bottom of the tube, which indicates cell death/lysis (Figure 6B, right)25.
      NOTE: If plaques form on host lawns but there are no signs of infection in liquid culture, plaques may have been formed by a bacteriocin26 rather than a bacteriophage (or virus). TEM can support plate assays by indicating cell death by bacteriophage (or viral) infection.
    2. Quantifying titer for bacteriophage (or virus) working stocks: Bacteriophage (or virus) isolation is achieved using the filtration and spin-concentration methods described above. Quantify titers for bacteriophage (or virus) suspensions by serial dilution plaque assays27. Alternatively, perform DNA extraction and whole virus genome sequencing and phylogenetics (Figure 5B) to develop primers for conducting qPCR-based titering of bacteriophage to establish working stocks for subsequent infection assays.
      NOTE: Propagation of single bacteriophage (or virus) genotypes may be upscaled to 50 mL or 100 mL cultures if titer or working stock volumes are too low for experimental needs. Consider the nature of the virus-host system (e.g., high virulence or low virulence), the multiplicity of infection (MOI) that is planned for infection assays, and how many infection assays will be completed for a project when developing working stocks of bacteriophage (or viruses). It is not advisable to thaw and re-freeze virus stocks. Thaw and use one full virus stock from replicates of the same preparation at the same titer for each experiment. Other titer techniques may complement the methods described, including electrospray ionization/mass spectrometry (ESI/MS)28.

5. Infection assays

NOTE: This protocol describes host-phage (or host-virus) infection assays that are used to: qualitatively characterize virulence, host range, and infection phenotype (an indicator of replication strategy) on solid media; and quantitatively assess growth kinetics, virus virulence14, and host resilience15 in liquid culture.

  1. Determining relative bacteriophage (or virus) virulence and host range on solid media
    NOTE: All solid media assays, including spot-on-lawn assays, single-plate serial dilution plaque assays, and host resistance plate assays, provide qualitative data about bacteriophage-host infection parameters such as virus virulence, host range, and replication strategy. Liquid culture growth assays allow for more quantitative measures and modeling of virus-host dynamics.
    1. Spot-on-lawn assays: To determine host range, prepare lawns of multiple putative hosts isolated from environmental samples or from strains acquired from other labs or culture collections. On lawns, spot 2 µL of bacteriophage (or virus) suspension on the lawn with a pipette. On a separate region of the same plate, spot the same volume of Triton X-100 and nanopure (18MW) water as positive and negative controls, respectively16. Conduct multiple spot-on-lawn assays with a given bacteriophage (or virus) on multiple hosts to assess the host range of the bacteriophage16. Plaque phenotypes offer insights into the bacteriophage (or virus) replication strategy. Plaques that have sharp borders and that clear down to the agar indicate lytic replication, while plaques with diffuse borders or a halo may indicate non-lytic replication16,17.
      NOTE: Alternatively, single-plate serial dilution plaque assays indicate whether there is a linear relationship between plaque size and bacteriophage titer. Use a marker on the back side of the plate to partition the plate into a grid or pie sections. Then, using the same volume (i.e., 2 mL) but with dilutions of bacteriophage suspension (e.g., 1:1, 1:4, 1:16, 1:64), conduct the spot-on-lawn assay on a single host plate.
    2. Host resistance assays: To determine whether a suite of bacteriophages may produce infection on a given host, prepare a host lawn on a plate as described above. Using a marker on the back side of the plate, partition the plate into a grid or pie sections. Then, spot 2 mL of each bacteriophage (or virus) suspension into one section of the grid (or pie), using Triton X-100 and nanopure water as controls. If all bacteriophage (or virus) suspensions are added at equal titers, then assess relative virulence between bacteriophage strains (or viruses) on host qualitatively (i.e., larger plaque = more virulent virus).
  2. Quantifying virulence, resilience, and growth in liquid culture infection assays
    NOTE: Initial qualitative results provide a basis for targeting specific bacteriophage-host pairs and conducting more quantitative analyses of virus-host interactions dynamics. In liquid culture, an infected-host growth curve is generated and compared to uninfected (control) host growth.
    1. Perform liquid culture single-virus/single-host infection assay as described below.
      1. Establish parallel liquid cultures (~6-12) of a microorganism (e.g., a cyanobacterium) proven to be susceptible and permissive by solid media plate assays (step 5.1) in either: 1.0 L (320 mL of culture), 500 mL (160 mL of culture), or 250 mL (80 mL of culture) - baffled culture flasks, as previously described17. At a pre-defined time point (typically 0.5 or 1 host doubling time), inoculate a subset of parallel cultures at equivalent cell density (e.g., OD730nm = 0.08) in triplicate with bacteriophage suspension using the appropriate volume required to yield a pre-selected multiplicity of infection (MOI) with available working stock titer.
      2. Leave other parallel cultures (also in triplicate) un-inoculated (i.e., uninfected) as controls. Optionally, inoculate a third set of parallel cultures with a different bacteriophage (or virus) strain for comparisons between select bacteriophage-host pairings. Allow cultures to grow in a photobioreactor for 3-10 days at 25 °C with light intensity set at 20-40 mmol photons/m2/s.
      3. Generate host growth curves by taking OD730nm readings at regular time intervals (e.g., 8 h) from bacteriophage-infected and uninfected (control) cultures (Figure 7A). Use TEM verification of uninfected control cultures (Figure 7C) and productive infection in host cell cultures (Figure 7D). Cytopathic effects29,30 are readily observable in most infected cells, while uninfected cells do not show signs of morphological transformation or stress.
    2. Baseline analytics for liquid culture infection assays: From single-virus/single-host (SVSH) liquid culture infection assays, several baseline metrics can be derived, such as: maximum specific growth rate (µmax)31, relative bacteriophage (or virus) virulence14, and relative host resilience15- for a more quantitative description of bacteriophage-host or virus-host dynamics (Figure 7B). Standard reportable metrics include growth rate (often reported as maximum specific growth rate, or µmax) and relative virulence (VR)14 compared to an uninfected host control and/or a separate bacteriophage on the same host. Other metrics such as system carrying capacity (Nasymptote) and host relative resilience (RR)15 may also be reported.

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Results

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The use of a portable gasoline-powered electric generator, a water transfer pump, and collapse-resistant tubing serves as an effective way to extract water samples from the ocean, lakes, frozen lakes, and other aquatic environments (e.g., lagoons) at select depths (Figure 1, top three rows). Alternative equipment is required for high-temperature acid waters of geothermal hot springs, pools, and mud pots, which can feature pH < 4 and temperatures greater than 90 °C. A long bamboo pole or t...

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Discussion

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The virosphere is vast and diverse, thus requiring different experimental approaches for studying different virus systems. This includes different strategies for isolating viruses and their hosts from different environments and different processing methods to ensure that pure cultures of hosts and their viruses can be produced from raw samples. These pure cultures can be used in SVSH infection assays, both on solid media and in liquid culture, so that system features and quantitative analyses of virus-host dynamics can b...

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Disclosures

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The authors declare no conflicts of interest.

Acknowledgements

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This study was funded in part by the U.S. National Science Foundation (NSF) OISE grant no. 1856091 (PI-Ceballos) and NSF DBI grant no. 2119968 (PI-Ceballos). The authors acknowledge contributions of Dr. Chinnapong Wangnai and Dr. Chakrit Tachaapaikoon from King Mongkut's University of Technology Thonburi (Thailand), who provided videography and field support for environmental sampling, respectively. The authors also thank Dr. Jorge Armando Leiva Sanabria from the University of Costa Rica - Guanacaste for his assistance in securing sampling permits from National Parks in Costa Rica and assisting in sample collection from the geothermal pools. The authors likewise thank Mr. Enrique Marroquin, Jr. (University of California Merced) and Ms. Alexia Maceda (University of Maine, Orono, ME, USA), who assisted with sampling off the coast of southern California and lakes in northern Minnesota, respectively. The authors thank and acknowledge the technical support of Ms. Socheata Hour, who calculated infection parameters for the φSBL14-SWII dataset.

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Materials

List of materials used in this article
NameCompanyCatalog NumberComments
1 hp stainless steel transfer pump Utilitech, Charlotte, NC, USAN/A
1.5 ml tubeswww.eppendorf.com30123611
10K NMWL Centricon Plus 70 spin-concentrator www.sigmaaldrich.comUFC701008
250 mL baffled Erlenmeyer flasks www.sigmaaldrich.comCLS4450250
3800-Watt Inverter Generator WEN Products, West Dundee, IL, USAWEN 56380i
3K NMWL Amicon 15 mL www.sigmaaldrich.comUFC800308
500 mL baffled Erlenmeyer flasks www.sigmaaldrich.comCLS4450500
5-gallon water jugs www.homedepot.comN/A
80ft long, 0.5” diameter, nylon https://facomex.mx/producto/combo/N/A
A 26 ft. deep-V center console Sailfish 2660 with two Yamaha 150 hp outboard motors https://yamahaoutboards.com/N/A
Ammonium acetate (CH3CO2NH4)www.sigmaaldrich.com631618
Boric acid (H3BO3)www.sigmaaldrich.com10043353
Calcium chloride dihydrate (CaCl2. 2H2O)www.sigmaaldrich.com10035048
Centrifuge 5920 Rwww.eppendorf.com5948000107
Citric Acid (C6H8O7)www.sigmaaldrich.com77929
Cobalt(II) nitrate hexahydrate [Co(NO3)2.6H2O]www.sigmaaldrich.com10026229
Collapse-resistant rubber flex hose swanhose.comCELTF58050
Copper(II) sulfate pentahydrate (CuSO4.5H2O)www.sigmaaldrich.com7758998
Corning 50 mL centrifuge tubes www.sigmaaldrich.comCLS430291
Dipotassium phosphate (K2HPO4)www.sigmaaldrich.com7758114
Disodium ethylenediaminetetraacetic acid (Na2EDTA)www.sigmaaldrich.com6381926
DS-11 FX+_Microvolume and Spectrophotometer and Florometerwww.denovix.comN/A
Duct tape www.homedepot.comN/A
Eppendorf tubeswww.sigmaaldrich.comEP022364120
Ethanolwww.sigmaaldrich.com64175
Ethylenediaminetetraacetic acid (EDTA)www.sigmaaldrich.com60004
Ferric ammonium citrate (C6H8O7·xFe3+·yNH3)www.sigmaaldrich.com1185575
Flex-plus blue PVC tubing www.carlonsales.com12008-750
Innova S44i - Stackable Incubator Shakerwww.eppendorf.com2231001081
LVEM5 Benchtop Electron Microscope_Transmission electron microscopy (TEM)delongamerica.comN/A
Magnesium sulfate heptahydrate (MgSO4.7 H2O)www.sigmaaldrich.com10034998
Manganese(II) chloride tetrahydrate (MnCl2.4H2O)www.sigmaaldrich.com13446349
Mushroom Anchor black Vinyl Coated/30 lbswww.homedepot.comN/A
Petri dishes, polystyrenewww.sigmaaldrich.comP5481
Polyethersulfone (PES) membrane filter cup with 0.22 mmwww.sigmaaldrich.comZ358193-1CS
Polyethersulfone (PES) membrane filter cup with 0.45 mmwww.sigmaaldrich.comZ370622-1CS
Potassium ethyl xanthogenate (C2H5OCSSK)www.sigmaaldrich.com140896
Sodium carbonate (Na2CO3)www.sigmaaldrich.com497198
Sodium dodecyl sulfate [CH3(CH2)11OSO3Na]www.sigmaaldrich.com151213
Sodium molybdate dihydrate (Na2MoO4.2H2O)www.sigmaaldrich.com10102406
Sodium nitrate (NaNO3)www.sigmaaldrich.com7631994
Tris(hydroxymethyl)methyl]-2-aminoethanesulfonic aci (TES) (C6H15NO6S)www.sigmaaldrich.com7365448
Triton X-100 www.sigmaaldrich.comT8787
Trizma hydrochloride (Tris-HCl)www.sigmaaldrich.com1185531
Vacuum/pressure pump Cole-Parmer; Vernon Hills, IL, USAEW-79204-00
Vinyl tubing www.homedepot.comN/A
Zinc sulfate heptahydrate (ZnSO4.7H2O)www.sigmaaldrich.com7446200

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Environmental SamplingPhotosynthetic MicrobesCyanobacteria VirusesVirus Host DynamicsBacteriophage IsolationTransmission Electron MicroscopyPlaque AssayHost Range DeterminationHigh Throughput SequencingPhylogenetic Analysis

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