PHI HoloMonitor M4 Manual instruction

HoloMonitor®M4
Setup and Operaon Manual
February 2018, Hstudio 2.7.3, rev. 8
This manual is issued by:
Phase Holographic Imaging PHI AB
Scheelevägen 22 | 223 63 Lund | Sweden
www.phiab.se | suppor[email protected]
© 2018 Phase Holographic Imaging PHI AB | All rights reserved
P H A S E
HOLOGRA P HIC
I M A G I N G

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Contents
The manual 5
Instrument safety 6
Warranty 7
Introducon to HoloMonitor® M4 8
Computer requirements 9
Hstudio installaon 9
HoloMonitor installaon 12
Starng the instrument for the rst me 16
Placing HoloMonitor inside a cell incubator 17
Cleaning instrucons 18
Calibraon procedure 19
Long-term storage 20
Sample requirements 21
HoloLids™ 22
Introducon to Hstudio 2.7 23
View live images 26
The theory of focusing 26
Praccal focusing 28
Moving the motorized sample stage 32
Change how live images are displayed 33
Change default cell and medium refracve index 36

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Capture images 37
Capture a single image 37
Capture a me-lapse sequence at one posion 38
Capture me-lapses at several posions in parallel 39
Saving me-lapses in separate groups 42
Automacally generate random capture posions 44
Add capture posions manually 46
Focus vericaon 47
View and adjust captured images 48
View an image 48
View one posion of several in parallel me-lapses 49
Change how captured images are displayed 50
Re-focus a captured image 51
Cell idencaon 53
Change how idened cells are displayed 54
Adjust cell idencaon 55
Make adjustments for individual cells 58
Cell tracking 60
Basic cell tracking 60
Start tracking 60
Cell tracking warnings 63
Displaying cell tracking 64
Adjusng cell tracking 65
Tracking cell morphology 68
Mulple analyses 70
Export tracking data 70
Analyze and export data 71
Measure cells interacvely 71
Analyze results in plot 72
Mulple analyses 74
Display results in scaer plot 75
Display results in histograms 80
Export plots and cell data 81

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Cell count 83
Adjust the histogram proporons 84
Remove data from plot 85
Export results 85
Export images and movies 86
Add and remove image frames 86
Edit the images 87
Create an AVI movie 90
Export images 92
Database handling and backup 93
Switch to exisng database 93
Switch to a new database 94
Move a database 94
Copy and move individual images, groups or projects 95
Backup/restore data 95
Transfer data from one computer to the next 96
Troubleshoong 98
Live capture 98
View images 103
Idenfy cells 104
Track cells 105
Analyze data 105
Export images 105
Morphological parameters 106
Holographic microscopy 106
Cell morphology parameters 107
References 112

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The manual
In the first part of the manual, Instrument, there is information on instrument safety and
handling.
In the second part of the manual, Software, there are detailed guides of how to perform
different procedures using Hstudio, such as how to capture an image and how to analyze
the images.
In the third part of the manual, there are trouble shooting guides for the software and the
hardware.
The PDF version of the manual is interactive, with internal links. Clicking the link will refer
you to the section of the manual the link refers to. The symbol below is found throughout
the manual. Clicking it will bring you back to the previous view.
Interactive button for previous view.

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Instrument safety
HoloMonitor M4 was designed and tested in compliance with low voltage direcve 2006/95/EC
and electromagnec compability 2004/108/EC. References to relevant harmonized standards
used, or references to the specicaon in relaon to which conformity is declared, are EN61010-
1:2001 safety requirements for electrical equipment for measurement and EN60825-1:2007
safety for laser products.
This manual includes information and warnings which must be observed by the user. It
contains information notes as well as information of importance to safety of personnel and
property. If the equipment is used in a manner not specified in the manual, the protection
provided by the equipment may be impaired.
Symbols are categorized as follows:
Important information.
Risk for physical damage on person or property.
Risk for electrical shock that might cause damage to person or property.
Risk for laser light causing damage to person or property.

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Warranty
The manufacturer guarantees that the instrument has no material or producon defects
when delivered, according to EU direcve 99/44/EC sale of consumer goods and associated
guarantees. If the manufacturer is informed within 6 months after delivery, the manufacturer
is obliged to rectify such defects. It is the manufacturers decision whether to repair the
instrument or replace the instrument with an instrument free of defects. No guarantee is
provided for defects caused by natural wear (wearing parts in particular) or improper use.
The instrument manufacturer is not liable for damage caused by faulty operation, negligence
or any other meddling with the instrument, particularly the removal or replacement of
instrument components, or the use of accessories from other manufacturers. This forfeits
all the claims against warranty.
With the excepon of the procedures specied in this manual, no maintenance or repair
of HoloMonitor may be performed by users. Repairs may only be performed by specially
authorized personnel.

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Introducon to HoloMonitor® M4
HoloMonitor M4 is a live cell imaging me-lapse cytometer, providing imaging and quan-
caon of unstained living adherent cells directly in their culture vessels. It can be used for
a wide range of applications, including:
• Cell count and proliferaon
• Cell culture quality assessment
• Cell morphology
• Cell molity and migraon
• Cell division/mitosis
• Toxicology
HoloMonitor is based on digital holography microscopy. This technique is based on measure-
ments of how the cells shi the phase of light that passes through the cells, and does not
require any kind of labeling or staining.
HoloMonitor is incubator compatible, allowing experiments to be performed in a cell culture
incubator or a hypoxia chamber. The cells can be analyzed while growing undisturbed in a
range of different cell culture vessels, see www.phiab.se/support/vessel.
HoloMonitor is equipped with a fixed sample
stage, or with a computer-controlled motorized
XYZ-stage.
Applicaons are described in applicaon notes,
such as cell molity, cell death, cell cycle and
toxicology. Applicaon notes are available at
and associated protocols at www.phiab.se/
support/protocol.

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Computer requirements
HoloMonitor is controlled by the proprietary Hstudio software running on an external
computer. Hstudio needs to be installed prior to installation of the HoloMonitor base unit.
Make sure the computer fulfills the minimum requirements:
Windows 10, 64-bit
Intel Core i7
16 GB RAM (8 GB minimum)
556 GB SSD (256 GB minimum) and external USB3 hard drive
for backup and transfer
Full HD (1920x1080) or higher
The files associated with Hstudio are stored in the folder C:\PHI, which must not be used
for anything else. User created data is stored under C:\PHI as well. However, the user data
location can be changed at any time.
Hstudio installaon
1 BACKUP
If Hstudio already is installed, make a backup according to the instructions in Database
(page 93).
2 UNINSTALL PREVIOUS VERSION
Uninstall previous Hstudio version prior to
installaon. Previously created user data
will not be removed. Go to
Control Panel → Uninstall
3 INSTALLATION
Locate the installation executable file
HstudioM4setup.exe on the PHI USB
memory and double click it to begin in-
stallation.
Accept the user account control question
by clicking Yes.

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4 PREREQUISITES INSTALLATION
The installation will start with prerequi-
sites installation which launches separate
installation programs from third-party
vendors. Depending on the computer
configuration this step may not occur.
Click Install to continue and wait for the
installation to complete.
5 HSTUDIO INSTALLATION
Progression of installation.
Click Next to continue.

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Enter your information. Click Next to
continue.
Click Install to start the installaon process.
Click Finish to complete the installation.

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HoloMonitor installaon
HoloMonitor is controlled by a computer running the proprietary Hstudio cell analysis and
tracking software, further described in (page 23).
9
8
1
10 13
12
3
4
56
7
2
11
HoloMonitor M4 with a motorized stage contains the following parts:
1HoloMonitor with motorized stage 8Main unit power supply
2Objective protective cap 9Laser unit power supply
3Laser unit with optical fiber 10 Laser unit power adapters
4Vessel holders for motorized stage 11 HoloLid Petri
5HoloLid 6-well 12 Cotton swabs
6Transportation plate 13 USB cables
7USB memory with Hstudio 14 Spacer plates for fixed stage (not shown)

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1 REMOVAL OF TRANSPORTATION PLATE
• Turn HoloMonitor upside down. Let it
rest on the protecve foam it came in.
• Remove the six screws holding the
plate.
• Turn the instrument back (right side up)
and remove the tape and protecve
foam.
2 REMOVING OBJECTIVE PROTECTIVE CAP
• Remove the cap protecng the objecve.
3 CLEANING OPTICAL SURFACES
• The top of the objecve (A) and the object
beam window (B) are cleaned with a fresh
coon swab dipped in 70% ethanol.
• Use a dry coon swab to remove ethanol
residues.
A
B

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4 CONNECTING THE LASER UNIT
The optical fiber must be handled gently. Do not forcefully stretch or bend the fiber.
Do not touch the fiber tip.
The laser needs approximately 15 seconds to warm up before the laser light is visible. An
additional 15 minutes is required before it is fully stabilized.
The HoloMonitor laser unit is a Class 2M laser. A Class 2M laser is safe because of the aversion
response, if viewed by a naked eye. However, to avoid any unnecessary discomfort when
handling the disconnected optical fiber, make sure that the laser beam emerging from
the fiber does not radiate directly into somebody’s eye.
• Carefully remove the protecve cap from the Opcal ber p. Save the protecve cap
for future use.
• Gently insert the opcal ber p into the ber
connector. Make sure that the metal protru-
sion (ridge, yellow arrow) is aligned with the
guiding notch in the connector socket (red
arrow) before ghtening the lock ring.
• Connect the Laser unit power supply to the
Laser unit.
• Connect the laser unit power supply to a
power outlet, using one of the Laser unit
power adapters.
5 CONNECTING THE STAGE
• Make sure the motorized stage is connected.

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6 CONNECTING THE USB CABLE
• Connect a USB cable in the micro USB con-
nector.
• Connect the USB cable to your computer.
7 CONNECTING POWER
• Connect the Main unit power cable to the
power connector. Make sure the connector is
in the correct posion before ghtening the
lock ring.
• Connect the power cable to a power outlet.
8 ATTACHING THE VESSEL HOLDER
HoloMonitor with motorized stage is deliv-
ered with three different vessel holders, for
microscope slides, standard multi-well plates
and for standard Ø 35 mm Petri dishes.
To ensure that the vessel is correctly fitted on HoloMonitor; first attach the cell culture
vessel to the vessel holder, then attach the vessel holder to the stage by clicking it on from
the side, as seen in the image blow.

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Starng the instrument for the rst me
1 CONNECT THE INSTRUMENT
Connect the fully assembled instrument
to the computer using one of the included
USB cables. Drivers will be installed auto-
macally when the USB cable is aached
and power is turned on.
2 START HSTUDIO CALIBRATION
Whenever the Live capture tab is selected
for the rst me aer starng Hstudio, it
will automatically suggest a recalibration.
Select the Live capture tab, remove any
sample from the stage and click Continue
to enter the Calibration wizard. Follow
the (page 19).
The calibration is performed to optimize
the image quality and is nalized in approx-
imavely one minute.
3 VIEW LIVE IMAGES
If the calibration is in the green area, the instrument is ready to use. Follow the instructions
in section (page 26)
If the calibration is in the red area, go to (page 98).

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Placing HoloMonitor inside a cell incubator
• Clean HoloMonitor according to the
(page 18).
• Disconnect the Laser unit power supply
from the power outlet.
• Disconnect the Opcal ber, the USB
cable and the Main unit power supply
cable from the instrument.
• Put on the protecve cap on the Opcal
ber p. Do not touch the ber p.
• Place HoloMonitor inside the cell incubator. Make sure there is space for the Motorized
stage to operate.
• Pull the Opcal ber, the USB cable and the Main unit power supply cable through the
access port of the incubator and reconnect them to the instrument.
• Finally, reconnect the Laser unit power supply to the power outlet.
• After at least three hours of acclimatization, calibrate HoloMonitor according to the
(page 19) to ensure that the instrument operates opmally before
proceeding with any experiment.
Be careful when handling the optical fiber so it is not stretched, pulled, bent or harmed
in any way.
To avoid build-up of internal condensation, the power must be switched on at all times
while HoloMonitor is inside the incubator.
Do not lift HoloMonitor by holding the motorized stage. Only lift holding the blue and
white metal of the instrument.

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Cleaning instrucons
1 CLEANING OPTICAL SURFACES
• The top of the objecve (A) and the object beam
window (B) are cleaned with a fresh coon swab
dipped in 70% ethanol.
• Use a dry coon swab to remove ethanol residues.
• To validate that the opcal surfaces are clean,
calibrate HoloMonitor according to the
procedure (page 19), to ensure that the Diag-
nosc Values are within the green ranges.
• Repeat cleaning, if the Diagnosc Values are not
in the green ranges.
An instrucon video of how to clean the instrument is available at www.phiab.se/support.
2 CLEANING INSTRUMENT EXTERIOR
• The instrument can be wiped down with a damp cloth (ethanol or water). Cleaning must be
performed so that no liquid enters the interior of the instrument.
A
B

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Calibraon procedure
HoloMonitor should be re-calibrated before use. Image calibration gives a background image
that is used by Hstudio to lower background disturbances and increase the image quality.
The calibration procedure takes approximately one minute.
1 PERIODIC IMAGE CALIBRATION
Start the calibraon procedure by clicking
the Calibration button in the Calibra-
tion side panel in the Live capture tab
in Hstudio.
2 CALIBRATION WIZARD
The three Diagnostic values measure
the image quality. All values should be
in the green range. If this is not the case,
please follow the
(page 18). After cleaning, click Recali-
brate to refresh the Diagnostics values.
3 CALIBRATION WARNING
If Hstudio fails to perform a calibration, a
warning will appear. After verifying that
HoloMonitor is properly installed and
cleaned, click OK.
4 FURTHER PROBLEMS
If any of the Diagnostic values remain outside the green range after several cleaning
attempts and overnight drying (see ), contact the technical support at

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Long-term storage
• Long-term storage of HoloMonitor should be at room temperature outside the incubator.
Use a dust cover, if the instrument is not in use for a longer period of me.
• All cords and the laser ber can be kept inside the incubator at all mes if it is inconvenient
to remove them. When detaching the laser ber, use the protecve cap of the laser ber.
• Before re-installing HoloMonitor into the incubator, run the (page 19)
to assure that the opcal surfaces are clean.
If the cables are left inside the incubator for a longer period of time, remember to wipe
them off regularly with 70% ethanol to reduce the risk of incubator contamination.
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