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a USDA-ARS US Dairy Forage Research Center, 1925 Linden Drive West, Madison, WI 53706
b Faculdade de Medicina Veterinária e Zootecnia da Universidade de São Paulo, Av. Duque de Caxias-Norte, 225, 13635-900, Pirassununga, SP, Brazil
* Corresponding author (rdhatfie{at}wisc.edu)
| ABSTRACT |
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| INTRODUCTION |
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It is important, no matter which definition you prefer, to be able to determine the concentration of lignin within a wide range of cell wall types. Since lignin is fairly resistant to both chemical and biological degradation, one would think that it would be relatively easy to measure (Sarkanen and Ludwig, 1971). Lignin has been defined, at least in general chemical terms, for 50 yr and several well-defined procedures to quantify lignin in plant tissues have been developed and approved as AOAC (Association of Analytical Communities International formerly Association of Official Analytical Chemists) or standard wood chemistry methods. Of the several types of methods available to determine the lignin in plant samples, not one would be considered a standard unambiguous method for all samples. With the increased interest in altering lignin quantity and composition for a variety of reasons (increased ease of pulping, digestibility, etc.), plus availability of molecular techniques to accomplish this task, come the following questions. What method should be used to measure lignin? Does changing the lignin composition by adding unique phenolics alter the properties sufficiently to warrant concern with the reliability of a favorite method? We will review the different types of lignin methods that have been used, focusing on the main procedures that are used for herbaceous plants.
| Methods for Determining Lignin |
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Noninvasive Methods
For these types of analyses, attempts have been made to exploit the chemical properties of lignin to absorb radiation in discrete regions of the electromagnetic spectrum. The production of unique spectra in these regions allows one to select specific spectral characteristics (wavelengths) in which the response will be proportional to the amount of lignin. Early attempts tried to capitalize on the stronger absorbance of lignin components compared with carbohydrates in the ultraviolet (UV) region of the spectrum. Bolker and Somerville (1962) measured lignin content of finely ground wood samples incorporated into potassium chloride pellets. Though sample preparation was relatively easy, consistency of sample incorporation into uniform pellets was a problem. Application to herbaceous plant samples is problematic because of the frequently high amounts of nonlignin phenolics contained in these types of plants. A modification of this technique that has some application is the use of UV-microspectrophotometery to evaluate cell walls of specific plant tissues (Boutelje and Jonsson, 1980; Fergus and Goring, 1970). The amount of lignin within a given cell wall region can be determined by applying Beer's Law, i.e., A =
cd; where A = absorbance,
= extinction (absorption) coefficient, c = concentration g L1, and d = section thickness or length of light path through the tissue section. Determining the appropriate extinction coefficient becomes a problem, particularly when evaluating cell wall types that contain different types of lignin composition, sinapyl:coniferyl:p-hydroxycinnamyl alcohols in varying portions. It is not appropriate to assume that the extinction of the free alcohols would accurately represent the extinction coefficient for a polymer that is composed of different ratios of the core alcohols. Fergus and Goring (1970) found that the absorption maxima for guaiacyl- and syringyl-based model compounds were 280 and 270 nm, respectively, adding to the difficulty of using the correct extinction coefficient. Application to forages in digestibility studies has provided insight into the relationship of lignin within a cell wall type and digestibility (Akin and Hartley, 1992). Though it is possible to get a relative concentration of lignin within different cell wall types, it is not possible to extrapolate to a lignin concentration value within the whole tissue of the plant.
Infrared spectroscopy can be a powerful technique for characterizing phenolics, including lignin, in cell wall samples. This technology has been promoted as a possible way of quantifying lignin in samples, particularly with the application of improved techniques such as diffuse-reflectance Fourier transform spectrometry (Schultz et al., 1985). Because energy modes of different bond types (CO, C=O, OH, etc. stretching or vibrational energies) are measured, a tremendous amount of information can be obtained from a single sample. When evaluating lignin within the unmodified wall matrix, the most convenient method of analysis, one has to deal with the overlap of peak intensities in certain regions of the spectra. Fortunately, there are spectral regions that are relatively specific to lignin and allow accurate measurement of peak intensities, potentially useful for quantifying lignin. As discussed under UV analysis of lignin, deciding on the appropriate standard for comparison is problematic. With the high sensitivity of the infrared spectroscopy techniques, it is quite easy to compare samples and determine structural and compositional similarities or differences, although relating these observations to total lignin content in the cell wall sample is difficult. This method also has the advantage of requiring only a small amount of sample.
Recently near infrared spectroscopy (NIRS), the range of electromagnetic spectrum that is between the visible and infrared wavelengths, has been utilized as a means of quantifying lignin. This technique is used to estimate the concentrations of various plant components (fats, oils, protein, total fiber, etc.) by correlating spectral changes in this region (generally overtones from IR region) to specific concentrations of the component measured using reference wet chemistry methods. Because of the nature of NIRS statistical analysis, Beer's law does not hold and spectral measurements are not directly related to concentration of lignin. However, the method is sensitive to spectral changes that are related to changes in broader classes of components [protein, neutral detergent fiber (NDF), etc.] within the sample being analyzed. The NIRS method is dependent on the precision of the assays used to identify and quantify the individual components in the original calibration set. This may be one reason that R2 values for predictive equations of lignin are not as good as some other forage components (Casler and Jung, 1999). The amount of total lignin in the calibration sets (for forages 124% depending on the assay used) and the precision of the type of lignin assay impact the predictive value of the NIRS method. Nonetheless it has the advantage of being quite rapid, sample preparation is minimal, and NIRS instruments can be automated for high throughput of samples.
Nuclear magnetic resonance spectroscopy (NMR) is an analytical technique that is frequently used to provide detailed characterization of composition and structural features of lignin, particularly when the lignin can be dissolved into a suitable solvent for solution state NMR. A difficulty in dissolving lignin in solvents is one reason solution state NMR is restricted to analyzing only a portion of the total lignin in a given type of plant sample. Solid state NMR generally lacks the resolution needed for detailed structural analysis because of peak broadening. However, with the development of Cross Polarization/Magic Angle Spinning NMR some of these problems have been overcome and has allowed this technique to be used to analyze lignin in whole samples (Haw et al., 1984). Quantification can be achieved by integration of specific peaks within the total lignin spectrum, but these values must be related back to a standard sample of known lignin content. New advances have improved solid-state NMR, but it has not been used routinely for quantification of lignin in whole plant samples. This may be due to difficulties in obtaining good clean sharp spectra from complex plant samples and the general high cost for instrumentation that will provide adequate results.
One advantage all of the noninvasive techniques have is that they leave the sample chemically unaltered. This may be a critical aspect if additional information is needed from the sample and quantity is limited. All of the spectral methods discussed above need only a milligram to gram quantities of plant material. Each method above suffers from being dependent on an appropriate "standard lignin" with which to calibrate the instrument. Many times they are dependent on the results from some other assay for the lignin content of a standard lignin. This is a problem that is not unique to these techniques, as we will see later.
Indirect Methods
Over the years, methods have been developed that indirectly indicate the amount of lignin present in a sample, typically wood pulps. These methods take advantage of the chemical nature of lignin and its ability to consume oxidants more readily than other cell wall components (polysaccharides). Under controlled experimental conditions the amount of oxidant consumed during the reaction can be used as a measure of the lignin present in the sample. Typically chlorine or potassium permanganate is used as the oxidant. Originally, a special apparatus was used to measure the amount of gaseous chlorine taken up by a specific weight of pulp sample. It had the advantage of indicating not only the amount of lignin but also the bleaching requirements necessary to produce a high-quality paper (Dence, 1992). This procedure was later modified to use sodium or calcium hypochlorite in an acidic solution and results were based on titration to determine the amount of chlorine consumed (Colombo et al., 1962). As with the chlorine or hypochlorite procedures, the potassium permanganate procedure is based on the addition of an excess of 0.1 M KMnO4 in an aqueous solution and measurement of the amount of oxidant consumed at the end of a specific reaction time. Generally, results are recorded as the milliliters of permanganate solution consumed by 1 g of pulp sample. Tasman and Berzins (1957) modified the procedure such that the sample size was adjusted to ensure that approximately half of the added KMnO4 is consumed and correcting the volume of oxidant actually consumed by the sample such that it is exactly 50% of the total applied. This procedure helps correct for differences in lignin content in different samples and the variable amount of oxidant consumed. The result is the "kappa number" and has been adopted as a standard procedure in many pulp and paper organizations (Dence, 1992). Relationships have been developed for the conversion of kappa, permanganate, chlorine, and hypochlorite numbers to Klason lignin values.
Solubilization of Lignin
Two procedures (thioglycolate and acetyl bromide) also rely on the complete solubilization of lignin, but in this case the lignin in solution is measured. We place them in a separate category because of their unique approach to lignin analysis. Both methods depend on sufficient derivatization of lignin to render the lignin soluble in a suitable solvent.
The thioglycolate lignin method involves the formation of thioethers of benzyl alcohol groups typically found in lignin (Fig. 1) . Chemically modified lignin formed by the reaction contains acid groups rendering the lignin soluble under alkaline conditions. The original thioglycolate procedure treated 40 g of an extracted cell wall sample with a mixture of 30 g of thioglycolic acid and 400 mL of 2 M HCl followed by heating for 7 h at 100°C (Browning, 1967). The resulting suspension was filtered and the insoluble residue washed thoroughly with water before air-drying. After suspending the insoluble residue in ethanol for 48 h, the insoluble residue was filtered and air-dried. Subsequently the residue is stirred with 400 mL of 0.5 M NaOH overnight. The thioglycolate lignin was dissolved in the alkaline solution and separated from the remaining cell wall material by filtration and washing of the residue. The filtrate and washings were acidified with concentrated HCl to precipitate the lignin, and recovered by filtration and washing with water to remove residual acid. This crude lignin preparation was then purified by dissolving in dioxane, filtration, and precipitation from the dioxane solution by dilution with ether. The insoluble lignin is washed with ether and allowed to dry to obtain a recovered weight of thioglycolate lignin. Inclusion of a standard lignin is important to allow correction for mass changes due to the derivatization of the lignin by thio groups.
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Johnson et al. (1961) developed a method to dissolve lignin in a solution of acetyl bromide and acetic acid. The method results in the formation of acetyl derivatives of unsubstituted OH groups within a lignin polymer and bromine replacement of
-carbon OH groups rendering the lignin molecule soluble in acetic acid (Fig. 2)
. The method has been used frequently since its development and modified several times to work with nonwoody plant samples (Bagley et al., 1973; Morrison, 1972a, 1972b). Dence (1992) cited the advantages of the procedure as being rapid and simple, appropriate for small sample size (525 mg), with no need to correct for acid soluble lignin, providing precise absorbance values for determining total lignin content, and having less interference from nonlignin products.
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One difficulty with the acetyl bromide method, as with the thioglycolate and other methods already mentioned, is the need for a well defined lignin standard with which one can calibrate the method to obtain the correct absorbance values for quantifying lignin in an unknown sample. Numerous lignin sources have been used as standards for calibrating the procedure with absorptivity at 280 nm ranging form 11.0 to 34.9 L g1 cm1 (Dence, 1992). Fukushima and Hatfield (2001) proposed using lignin extracted with HCl-dioxane as a standard for acetyl bromide calibration. The procedure is easy and straightforward, producing a lignin that is relatively low in contamination by protein and carbohydrates that can be easily quantified and corrected for on a weight basis. Using this procedure, Fukushima and Hatfield (2001) isolated lignins from a range of plant materials and determine the extinction coefficients for each (Table 1).
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For woody samples, adequate extraction can be easily achieved with a range of organic solvents. Herbaceous samples pose a more difficult problem, most notably because of the higher protein contents and the frequent appearance of waxes from cutin when leafy materials are subjected to analysis. Proteins pose the greatest problems particularly in forage plants that may contain 15 to 25% protein in the dry matter (cutins and waxes typically make up only 1% or less of the dry matter). Ellis (1949) proposed for high-protein samples found in immature wood that they be pre-extracted with ethanol-benzene followed by a proteolytic enzyme treatment and diluted sulfuric acid before applying the 72% H2SO4 procedure to obtain acid insoluble lignin residue. Goering and Van Soest (1975) proposed using an acid detergent extraction step to produce an acid detergent fiber (ADF) that is essentially cellulose and lignin with small amounts of pectins and xylans also present depending on the sample and if a neutral detergent extraction had been applied before the AD treatment. This treatment removes many of the potentially contaminating substances from the lignin residue. It does not remove such materials as cutin and suberin. For samples that may contain high levels of these materials Goering and Van Soest (1975) recommended using a permanganate oxidation (similar to the procedure discussed above) to remove the lignin and leave all other materials behind including the cutin and suberin. Since suberins contain phenolic materials along with long chain alcohols the permanganate oxidation could potentially remove part of these materials. Since noncellulosic polysaccharides are more susceptible to permanganate oxidation, residual carbohydrates in the ADF could lead to an overestimation of lignin. A serious drawback of the ADF method is that when applied to grasses the acid detergent solution can effectively dissolve 50% or more of the lignin (Hatfield et al., 1994; Kondo et al., 1987; Lowry et al., 1994). Acid detergent also solubilizes lignin from forage legumes but not to the same extent (Hatfield et al., 1994). Theander and coworkers (Theander, 1983; Theander and Westerlund, 1986) proposed a simplified scheme (Uppsala method) to quickly produce cell wall preparations (alcohol insoluble residues). The procedure involves cycles of sonication in 80% (v/v) ethanol, centrifugation to pellet the insoluble residue, and fresh ethanol extraction. Starches are removed with amylase/amyloglucosidase treatment. If one is interested in analyzing total cell wall polysaccharides, this procedure avoids those that are potentially dissolved away by the detergent system, e.g., pectins. A disadvantage of the system is that a significant portion of the proteins remains with the cell wall fraction and would end up as a possible contamination of Klason lignin determinations on such materials. It might be possible to introduce a protease treatment into the scheme to remove excess protein. Care should be taken when selecting the type of protease so as not to alter the polysaccharide composition of the cell wall residue. Acidic pepsin has been used as a method to remove protein (Ellis, 1949), but this treatment may also remove arabinose units on pectins and arabinoxylans because of the acid labile nature of arabinofuranoysl units (Aspinall, 1982).
Acid Soluble Lignins
In most samples, a small portion of the total lignin may be soluble in the dilute acid solution from the second stage of the Klason lignin procedure. Wood chemists have developed a standard protocol for measuring acid soluble lignin listed as TAPPI Useful Method UM-250 (TAPPI, 1985). Essentially the method relies on determining the UV absorption of the final diluted acid solution of the Klason lignin procedure. Hydrolyzate from the second stage of the Klason lignin procedure is read in a standard UV cuvette (1-cm path length) at 200 to 205 nm. The amount of lignin is determined by Beer's law (A =
cd), where A = absorbance at 205 or 200nm,
= absorptivity (L g1cm1), d = path length (1 cm), and c = concentration (g L1). There are two problems with this determination. First, the extinction coefficient that is used can vary with the type of lignin and should be determined for each type of lignin that is under study. Since this is not practical, typically a value cited in the literature (110 L g1cm1, Dence, 1992) may be used to estimate the lignin value. Second, the choice of absorption maximum to use for analysis must be decided. The normal wavelength of 280 nm is not used because of the potential interference from furfural and hydroxymethylfurfural formation from carbohydrates during the acid hydrolysis. These carbohydrate degradation products strongly absorb at 280 nm. Selection of 205 nm or lower wavelengths would pose a potential problem in that carbohydrate monomers begin to absorb light in the 190- to 205-nm range. Even though this absorption is not strong, the abundance of released sugars, particularly in samples with low-lignin contents, may result in an overestimation of this potential lignin fraction. One should approach such determinations of acid soluble lignin with caution.
| What Is the Best Method for Determining Lignins? |
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| NOTES |
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Received for publication April 15, 2004.
| REFERENCES |
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