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U N B I A S E D S T E R E O LO G Y
A Concise Guide
P E T E R R . M O U TO N
Mouton, Peter R.
Unbiased stereology : a concise guide / Peter R. Mouton.
p. cm.
Includes bibliographical references and index.
ISBN-13: 978-0-8018-9984-3 (hardcover : alk. paper)
ISBN-10: 0-8018-9984-2 (hardcover : alk. paper)
ISBN-13: 978-0-8018-9985-0 (pbk. : alk. paper)
ISBN-10: 0-8018-9985-0 (pbk. : alk. paper)
1. Stereology. 2. Microstructure—Measurement. I. Title.
Q175.M8778 2011
516.00113—dc22 2010050256
A catalog record for this book is available from the British Library.
Special discounts are available for bulk purchases of this book. For more information, please
contact Special Sales at 410-516-6936 or [email protected].
The Johns Hopkins University Press uses environmentally friendly book materials, including
recycled text paper that is composed of at least 30 percent post-consumer waste, whenever
possible.
...
To D. C. Sterio, whose inspiration, intellect, and resolve to “do it right
or don’t do it at all” ensured a great deal of scientific progress
This page intentionally left blank
CO N T E N T S
Preface ix
1. . . E L I A S CO I N S A W O R D 1
2. . . S O L I D 3 D O B J E C T S 5
3. . . R E G I O N A L V O LU M E E S T I M AT I O N 9
4. . . A R E A E S T I M AT I O N B Y P O I N T CO U N T I N G 15
5. . . P R O B E O B J E C T I N T E R S E C T I O N S 22
6. . . V O LU M E B Y C AVA L I E R I P O I N T CO U N T I N G 26
7. . . A CC U R A C Y A N D P R E C I S I O N 33
8. . . F R O M 2 D TO 3 D 47
9. . . S U R FA C E A R E A A N D L E N G T H 62
10. . . TOTA L O B J E C T N U M B E R 71
11. . . R A R E E V E N T S 90
12. . . LO C A L S I Z E E S T I M ATO R S 96
vii
13. . . D O M O R E , L E S S W E L L 105
14. . . U N C E R TA I N T Y 120
15. . . CO M P U T E R I Z E D S T E R E O LO G Y S Y S T E M S 133
16. . . A S U R V E Y O F T I S S U E 142
17. . . P E E R R E V I E W CO N S I D E R AT I O N S 147
viii CO N T E N T S
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P R E FA C E
ix
bias and uncertainty that arise from a wide variety of tissue-processing
and microscopy-related sources. These issues differ considerably from
stereology applications in other fields, such as materials sciences, soil
sciences, engineering, metallurgy, and geology. The term organic ste-
reology is introduced here to highlight biological applications of design-
based stereology. Hence, this book is intended to address researchers’
problems in the biosciences with applying theoretical principles to
biological tissue in an accurate, precise, and efficient manner.
My involvement with stereology began in perhaps the most ordi-
nary way—as a means to an end. I was involved in collaborative re-
search projects in the laboratory of Lars Olson as a predoctoral fel-
low at the Karolinska Institute in Stockholm, Sweden. One field of
study involved transplantation of stem cells into the brains of adult
rats. The survival of transplanted stem cells could be demonstrated
through staining and microscopy, but progress required reliable mor-
phometric techniques. We needed a morphometric approach to deter-
mine whether certain molecules delayed or enhanced the growth of
these undifferentiated cells. I had some experience using “biased ste-
reology,” that is, clicking with a hand-counter to count hundreds of
cell profiles on dozens of thin tissue sections at low magnification—
one click for each cell profile. Following the application of a so-called
correction factor, this approach generates biased data for the number
of cells per unit area (areal density). Besides being tedious, this ap-
proach is also labor and cost intensive, and based on numerous faulty,
model-based assumptions (e.g., assume the cell is a sphere).
Hoping for a more accurate and efficient approach, I waded into
the stacks of journals at Den Karolinska Bibliotek, the revered library
at the Karolinska Institute. This research turned up various morpho-
metric approaches for sampling and counting cells, with the most
highly cited papers reporting data based on thousands and even hun-
dreds of thousands of clicks on cell profiles. One study that took years
to finish reported “complete counts” based on clicks of more than
400,000 cell profiles on literally hundreds of tissue sections. Notwith-
standing the tremendous work and dedication of this effort, this ap-
proach suffered from the same weaknesses as my own. The counting
method assumed that the neurons of interest were spheres of uniform
size, shape, and orientation, an assumption violated by not only the
x P R E FA C E
cells in that study but also all cells in the fields of bioscience in general
and neuroscience in particular. Despite the faulty assumptions, mod-
els, and correction factors in such studies, these approaches were
highly regarded for their enormous investment of material and per-
sonnel resources. Those were the days before books on unbiased ste-
reology and commercially available computerized stereology systems.
I found a recently published article in the Journal of Microscopy by
D. C. Sterio entitled, “The Unbiased Estimation of Number and Sizes
of Arbitrary Particles Using the Disector.” This theoretical work pro-
posed a method for counting the number of cells on tissue sections,
without any further assumptions about the size, shape, or other char-
acteristics of the cells. To my novice eye, this seemed like the way to go.
After listening to the outcome of my literature survey, Lars Olson
suggested that I attend a stereology course offered by Hans Jørgen
Gundersen at the nearby University of Aarhus in Denmark. I met an
international team of dedicated stereologists from a wide variety of
scientific disciplines, including Mark J. West, Bente Pakkenberg, Eva
Jensen, and Arne Møller (Denmark), Vivian Howard (Great Britain),
Luis Cruz-Orive (Spain), Terry Mayhew (Scotland), and Adrian Bad-
deley (Australia), all dedicated to helping bioscientists quantify organic
tissue. Although I never met Dr. Sterio at that meeting (or did I?*), I
learned that standard histological sections were biased for number;
that is, accurate counts of the number of neurons could never be ob-
tained from them, no matter how many thousands of clicks on cell
profiles were carried out; that greater numbers of clicks on cell pro-
files actually produced less accurate data; and that the number of
surviving stem cells in the brains of my rats could be accurately quan-
tified using the disector method. I also learned that Gundersen’s stu-
dents nicknamed him “Indiana Jones of Anatomy” for his ubiquitous
leather jacket, unrelenting travel to far-flung places, and fervent dedi-
cation to design-based approaches in stereology.
After this course, I accepted Gundersen’s invitation to join his
research group as a postdoctoral fellow after completing my PhD de-
fense. After two years of studying stereology principles and practices
* D. C. Sterio is the nom de plume of a stereologist who does not wish his or her name
to be associated with the disector method.
P R E FA C E xi
and living the Danish way of life, I received an overseas phone call from
Donald L. Price, head of the Neuropathology Laboratory at the Johns
Hopkins University School of Medicine in Baltimore, Maryland. Dr.
Price told me that, while he did not fully understand stereology, “every-
one is telling me that it’s important.” I accepted his invitation to join
his research group at Johns Hopkins as a National Institutes of Health
Fellow in experimental neuropathology, where I spent much of the
next two years informing U.S. bioscientists about the principles and
practices of stereology. I typically faced skepticism, resistance, and
aggressive questioning about why my stereology was better than the
assumption- and model-based methods used for decades to quantify
biological structure.
After the neuropathology fellowship, I joined the faculty in the
Department of Pathology at Johns Hopkins and spent the next six
years working to promote applications of design-based stereology to
the biological sciences. Together with Arun M. Gokhale (Georgia
Tech, Atlanta) and Mark J. West (University of Aarhus, Denmark), I
started a long-running training program, Applications of Unbiased
Stereology to Neural Systems, to train bioscientists in the theory and
practice of state-of-the-art design-based stereology. To increase the
throughput of research projects, we incorporated design-based stere-
ology into integrated hardware-software computerized systems with
support from the Johns Hopkins University School of Medicine and
in collaboration with Joel Durgavich at Systems Planning and Analysis
in Alexandria, Virginia. To help disseminate stereology-related infor-
mation to the international biomedical research community, in 2000,
we established the Stereology Resource Center (SRC) with a singular
mission, “to bring state-of-the-art stereology to the biosciences.”
Among the important changes in stereology during the past two
decades, I have identified the following three as perhaps the most im-
portant. First, concerns about design-based stereology have shifted
from opposition (“Why is design-based stereology better than my cur-
rent methods?”) to support (“Since design-based stereology can pro-
duce reliable results, why accept the results of biased approaches?”).
Second, efforts from members of the International Society for Stereol-
ogy to promote unbiased approaches have attracted the attention of
editors and reviewers of bioscience journals, as well as federal and
xii P R E FA C E
private funding agencies in many countries, which, in turn, have
changed the priorities for funding and publishing bioscience research.
Third, and perhaps most significant, I have seen the application of
design-based stereology to organic material, that is, organic stereol-
ogy, become the dominant method for quantifying the biological
structure in organic tissue.
P R E FA C E xiii
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U N B I A S E D S T E R E O LO G Y
This page intentionally left blank
1...
E L I A S CO I N S A W O R D
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