3.02 Staining Microscopic Specimens
3.02 Staining Microscopic Specimens
Exercise 3.2.1
1. Why is it important to identify the shape and growth patterns of cells in a specimen?
2. What other types of microscopy could be used effectively to view this specimen?
In their natural state, most of the cells and microorganisms that we observe under the microscope lack color and contrast. This
makes it difficult, if not impossible, to detect important cellular structures and their distinguishing characteristics without
artificially treating specimens. We have already alluded to certain techniques involving stains and fluorescent dyes, and in this
section we will discuss specific techniques for sample preparation in greater detail. Indeed, numerous methods have been
developed to identify specific microbes, cellular structures, DNA sequences, or indicators of infection in tissue samples, under the
microscope. Here, we will focus on the most clinically relevant techniques.
Figure 3.2.1 : (a) A specimen can be heat-fixed by using a slide warmer like this one. (b) Another method for heat-fixing a
specimen is to hold a slide with a smear over a microincinerator. (c) This tissue sample is being fixed in a solution of formalin (also
known as formaldehyde). Chemical fixation kills microorganisms in the specimen, stopping degradation of the tissues and
preserving their structure so that they can be examined later under the microscope. (credit a: modification of work by Nina Parker;
credit b: modification of work by Nina Parker; credit c: modification of work by “University of Bristol”/YouTube)
In addition to fixation, staining is almost always applied to color certain features of a specimen before examining it under a light
microscope. Stains, or dyes, contain salts made up of a positive ion and a negative ion. Depending on the type of dye, the positive
or the negative ion may be the chromophore (the colored ion); the other, uncolored ion is called the counterion. If the chromophore
is the positively charged ion, the stain is classified as a basic dye; if the negative ion is the chromophore, the stain is considered an
acidic dye.
Dyes are selected for staining based on the chemical properties of the dye and the specimen being observed, which determine how
the dye will interact with the specimen. In most cases, it is preferable to use a positive stain, a dye that will be absorbed by the cells
or organisms being observed, adding color to objects of interest to make them stand out against the background. However, there are
scenarios in which it is advantageous to use a negative stain, which is absorbed by the background but not by the cells or organisms
in the specimen. Negative staining produces an outline or silhouette of the organisms against a colorful background (Figure 3.2.2).
Figure 3.2.2 : (a) These Bacillus anthracis cells have absorbed crystal violet, a basic positive stain. (b) This specimen of
Spinoloricus, a microscopic marine organism, has been stained with rose bengal, a positive acidic stain. (c) These B. megaterium
appear to be white because they have not absorbed the negative red stain applied to the slide. (credit a: modification of work by
Centers for Disease Control and Prevention; credit b: modification of work by Roberto Danovaro, Antonio Pusceddu, Cristina
Gambi, Iben Heiner, Reinhardt Mobjerg Kristensen; credit c: modification of work by Anh-Hue Tu)
Because cells typically have negatively charged cell walls, the positive chromophores in basic dyes tend to stick to the cell walls,
making them positive stains. Thus, commonly used basic dyes such as basic fuchsin, crystal violet, malachite green, methylene
blue, and safranin typically serve as positive stains. On the other hand, the negatively charged chromophores in acidic dyes are
repelled by negatively charged cell walls, making them negative stains. Commonly used acidic dyes include acid fuchsin, eosin,
and rose bengal.
Exercise 3.2.2
1. Explain why it is important to fix a specimen before viewing it under a light microscope.
2. What types of specimens should be chemically fixed as opposed to heat-fixed?
3. Why might an acidic dye react differently with a given specimen than a basic dye?
4. Explain the difference between a positive stain and a negative stain.
5. Explain the difference between simple and differential staining.
Gram Staining
The Gram stain procedure is a differential staining procedure that involves multiple steps. It was developed by Danish
microbiologist Hans Christian Gram in 1884 as an effective method to distinguish between bacteria with different types of cell
walls, and even today it remains one of the most frequently used staining techniques. The steps of the Gram stain procedure
are illustrated in Figure 3.2.3 and listed below.
Figure 3.2.3 : Gram-staining is a differential staining technique that uses a primary stain and a secondary counterstain to distinguish
between gram-positive and gram-negative bacteria.
1. First, crystal violet, a primary stain, is applied to a heat-fixed smear, giving all of the cells a purple color.
2. Next, Gram’s iodine, a mordant, is added. A mordant is a substance used to set or stabilize stains or dyes; in this case, Gram’s
iodine acts like a trapping agent that complexes with the crystal violet, making the crystal violet–iodine complex clump and
stay contained in thick layers of peptidoglycan in the cell walls.
3. Next, a decolorizing agent is added, usually ethanol or an acetone/ethanol solution. Cells that have thick peptidoglycan layers in
their cell walls are much less affected by the decolorizing agent; they generally retain the crystal violet dye and remain purple.
Figure 3.2.4 : In this specimen, the gram-positive bacterium Staphylococcus aureus retains crystal violet dye even after the
decolorizing agent is added. Gram-negative Escherichia coli, the most common Gram stain quality-control bacterium, is
decolorized, and is only visible after the addition of the pink counterstain safranin. (credit: modification of work by Nina Parker)
Exercise 3.2.3
Viewing Cindy’s specimen under the darkfield microscope has provided the technician with some important clues about the
identity of the microbe causing her infection. However, more information is needed to make a conclusive diagnosis. The
technician decides to make a Gram stain of the specimen. This technique is commonly used as an early step in identifying
pathogenic bacteria. After completing the Gram stain procedure, the technician views the slide under the brightfield
microscope and sees purple, grape-like clusters of spherical cells (Figure 3.2.5).
Exercise 3.2.4
Acid-Fast Stains
Acid-fast staining is another commonly used, differential staining technique that can be an important diagnostic tool. An acid-fast
stain is able to differentiate two types of gram-positive cells: those that have waxy mycolic acids in their cell walls, and those that
do not. Two different methods for acid-fast staining are the Ziehl-Neelsen technique and the Kinyoun technique. Both use carbol-
fuchsin as the primary stain. The waxy, acid-fast cells retain the carbol-fuchsin even after a decolorizing agent (an acid-alcohol
solution) is applied. A secondary counterstain, methylene blue, is then applied, which renders non–acid-fast cells blue.
The fundamental difference between the two carbol-fuchsin-based methods is whether heat is used during the primary staining
process. The Ziehl-Neelsen method uses heat to infuse the carbol-fuchsin into the acid-fast cells, whereas the Kinyoun method does
not use heat. Both techniques are important diagnostic tools because a number of specific diseases are caused by acid-fast bacteria
(AFB). If AFB are present in a tissue sample, their red or pink color can be seen clearly against the blue background of the
surrounding tissue cells (Figure 3.2.6).
Exercise 3.2.5
Capsule Staining
Certain bacteria and yeasts have a protective outer structure called a capsule. Since the presence of a capsule is directly related to a
microbe’s virulence (its ability to cause disease), the ability to determine whether cells in a sample have capsules is an important
diagnostic tool. Capsules do not absorb most basic dyes; therefore, a negative staining technique (staining around the cells) is
typically used for capsule staining. The dye stains the background but does not penetrate the capsules, which appear like halos
around the borders of the cell. The specimen does not need to be heat-fixed prior to negative staining.
One common negative staining technique for identifying encapsulated yeast and bacteria is to add a few drops of India ink or
nigrosin to a specimen. Other capsular stains can also be used to negatively stain encapsulated cells (Figure 3.2.7). Alternatively,
positive and negative staining techniques can be combined to visualize capsules: The positive stain colors the body of the cell, and
the negative stain colors the background but not the capsule, leaving halo around each cell.
Figure 3.2.7 : (a) India-ink was used to stain the background around these cells of the yeast Cryptococcus neoformans. The halos
surrounding the cells are the polysaccharide capsules. (b) Crystal violet and copper sulfate dyes cannot penetrate the encapsulated
Bacillus cells in this negatively stained sample. Encapsulated cells appear to have a light-blue halo. (credit a: modification of work
by American Society for Microbiology; credit b: modification of work by American Society for Microbiology)
Exercise 3.2.6
Endospore Staining
Endospores are structures produced within certain bacterial cells that allow them to survive harsh conditions. Gram staining alone
cannot be used to visualize endospores, which appear clear when Gram-stained cells are viewed. Endospore staining uses two
stains to differentiate endospores from the rest of the cell. The Schaeffer-Fulton method (the most commonly used endospore-
staining technique) uses heat to push the primary stain (malachite green) into the endospore. Washing with water decolorizes the
cell, but the endospore retains the green stain. The cell is then counterstained pink with safranin. The resulting image reveals the
shape and location of endospores, if they are present. The green endospores will appear either within the pink vegetative cells or as
Figure 3.2.8 : A stained preparation of Bacillus subtilis showing endospores as green and the vegetative cells as pink. (credit:
modification of work by American Society for Microbiology)
Endospore-staining techniques are important for identifying Bacillus and Clostridium, two genera of endospore-producing bacteria
that contain clinically significant species. Among others, B. anthracis (which causes anthrax) has been of particular interest
because of concern that its spores could be used as a bioterrorism agent. C. difficile is a particularly important species responsible
for the typically hospital-acquired infection known as “C. diff.”
Exercise 3.2.7
Flagella Staining
Flagella (singular: flagellum) are tail-like cellular structures used for locomotion by some bacteria, archaea, and eukaryotes.
Because they are so thin, prokaryote flagella typically cannot be seen under a light microscope without a specialized flagella
staining technique. Flagella staining thickens the flagella by first applying mordant (generally tannic acid, but sometimes potassium
alum), which coats the flagella; then the specimen is stained with pararosaniline (most commonly) or basic fuchsin (Figure 3.2.9).
Figure 3.2.9 : A flagella stain of Bacillus cereus, a common cause of foodborne illness, reveals that the cells have numerous
flagella, used for locomotion. (credit: modification of work by Centers for Disease Control and Prevention)
Though flagella staining is uncommon in clinical settings, the technique is commonly used by microbiologists, since the location
and number of flagella can be useful in classifying and identifying bacteria in a sample. When using this technique, it is important
to handle the specimen with great care; flagella are delicate structures that can easily be damaged or pulled off, compromising
attempts to accurately locate and count the number of flagella.
Exercise 3.2.8
Figure 3.2.11 : (credit “Gram stain”: modification of work by Nina Parker; credit “Acid-fast stain”: modification of work by
American Society for Microbiology; credit “Endospore stain”: modification of work by American Society for Microbiology; credit
“Capsule stain” : modification of work by American Society for Microbiology; credit “Flagella stain”: modification of work by
Centers for Disease Control and Prevention)
Figure 3.2.12 : (a) An ultramicrotome used to prepare specimens for a TEM. (b) A technician uses an ultramicrotome to slice a
specimen into thin sections. (credit a: modification of work by “Frost Museum”/Flickr; credit b: modification of work by U.S. Fish
and Wildlife Service Northeast Region)
When samples are prepared for viewing using an SEM, they must also be dehydrated using an ethanol series. However, they must
be even drier than is necessary for a TEM. Critical point drying with inert liquid carbon dioxide under pressure is used to displace
the water from the specimen. After drying, the specimens are sputter-coated with metal by knocking atoms off of a palladium
target, with energetic particles. Sputter-coating prevents specimens from becoming charged by the SEM’s electron beam.
Exercise 3.2.9
1. Why is it important to dehydrate cells before examining them under an electron microscope?
2. Name the device that is used to create thin sections of specimens for electron microscopy.
Figure 3.2.13 : (a) Living, unstained Treponema pallidum spirochetes can be viewed under a darkfield microscope. (b) In this
brightfield image, a modified Steiner silver stain is used to visualized T. pallidum spirochetes. Though the stain kills the cells,
it increases the contrast to make them more visible. (c) While not used for standard diagnostic testing, T. pallidum can also be
examined using scanning electron microscopy. (credit a: modification of work by Centers for Disease Control and Prevention;
credit b: modification of work by Centers for Disease Control and Prevention; credit c: modification of work by Centers for
Disease Control and Prevention)
The causative agent of syphilis is Treponema pallidum, a flexible, spiral cell (spirochete) that can be very thin (<0.15 μm) and
match the refractive index of the medium, making it difficult to view using brightfield microscopy. Additionally, this species
has not been successfully cultured in the laboratory on an artificial medium; therefore, diagnosis depends upon successful
identification using microscopic techniques and serology (analysis of body fluids, often looking for antibodies to a pathogen).
Since fixation and staining would kill the cells, darkfield microscopy is typically used for observing live specimens and
viewing their movements. However, other approaches can also be used. For example, the cells can be thickened with silver
Figure 3.2.14 : Indirect immunofluorescence can be used to identify T. pallidum, the causative agent of syphilis, in a specimen.
Exercise 3.2.10
What is the main difference between preparing a sample for fluorescence microscopy versus light microscopy?
Cornell University’s Case Studies in Microscopy offers a series of clinical problems based on real-life events. Each case study
walks you through a clinical problem using appropriate techniques in microscopy at each step.
Figure 3.2.15: (credit “Coccus” micrograph: modification of work by Janice Haney Carr, Centers for Disease Control and
Prevention; credit “Coccobacillus” micrograph: modification of work by Janice Carr, Centers for Disease Control and Prevention;
credit “Spirochete” micrograph: modification of work by Centers for Disease Control and Prevention)
Figure 3.2.17 : Eukaryotic cells come in a variety of cell shapes. (a) Spheroid Chromulina alga. (b) Fusiform shaped Trypanosoma.
(c) Bell-shaped Vorticella. (d) Ovoid Paramecium. (e) Ring-shaped Plasmodium ovale. (credit a: modification of work by NOAA;
credit b, e: modification of work by Centers for Disease Control and Prevention).
1. What are the proper names for the common shapes of bacterial cells?
2. What are the proper names for the common groupings of bacterial cells?
3. Why do eukaryote cells not always follow the same shapes and groupings as bacterial cells?
Contributor
Nina Parker, (Shenandoah University), Mark Schneegurt (Wichita State University), Anh-Hue Thi Tu (Georgia Southwestern
State University), Philip Lister (Central New Mexico Community College), and Brian M. Forster (Saint Joseph’s University)
with many contributing authors. Original content via Openstax (CC BY 4.0; Access for free
at https://openstax.org/books/microbiology/pages/1-introduction)
This page titled 3.2: Staining Microscopic Specimens and Descriptions is shared under a CC BY license and was authored, remixed, and/or
curated by OpenStax.