Abstract
This paper presents a microscopic imaging technique that uses variable-angle illumination to recover the complex polarimetric properties of a specimen at high resolution and over a large field-of-view. The approach extends Fourier ptychography, which is a synthetic aperture-based imaging approach to improve resolution with phaseless measurements, to additionally account for the vectorial nature of light. After images are acquired using a standard microscope outfitted with an LED illumination array and two polarizers, our vectorial Fourier ptychography (vFP) algorithm solves for the complex 2x2 Jones matrix of the anisotropic specimen of interest at each resolved spatial location. We introduce a new sequential Gauss-Newton-based solver that additionally jointly estimates and removes polarization-dependent imaging system aberrations. We demonstrate effective vFP performance by generating large-area (29 mm2), high-resolution (1.24 μm full-pitch) reconstructions of sample absorption, phase, orientation, diattenuation, and retardance for a variety of calibration samples and biological specimens.
© 2022 Optica Publishing Group under the terms of the Optica Open Access Publishing Agreement
1. Introduction
Polarization imaging methods provide a useful means to access information about the molecular arrangement of anisotropic samples in a label-free manner [1], with applications spanning pathology [2–9], developmental biology [10], and mineralogy [11]. The retardance and diattenuation of the object can be at dimensions much smaller than the wavelength of light [12,13], revealing fine anisotropic structure in cells and materials. As such, polarization is an important and exciting intrinsic contrast mechanism in microscopy, especially in combination with phase contrast and fluorescence imaging approaches [14]. However, polarimetric imaging over wide areas at high resolution remains an outstanding challenge. Current microscopes that image at micrometer-level detail can observe a field-of-view (FOV) that covers several square millimeters [15], which makes polarimetric imaging of large specimens difficult.
Previously, Fourier ptychography (FP) was presented as a computational microscopy technique that allows imaging at simultaneously high resolution and wide fields of view (FOVs) (i.e., high space-bandwidth products (SBPs)) without moving parts [16]. However, FP traditionally only models light as a scalar field and thus ignores polarization information. While there has been some recent work in modeling polarization effects in FP [17], it only recovers a subset of the polarization information available. Here, we present vectorial FP (vFP) as a technique that models the vectorial nature of light, the sample, and the microscope itself to recover a more complete array of phase-sensitive polarimetric properties of the sample, including retardance, diattenuation, and orientation. Our work conceptually builds upon recent works in the related field of ptychography that have performed similar vectorial modeling for polarimetric imaging [18]. vFP thus avoids time-consuming step-and-repeat tiling strategies using expensive stages to create large-area image composites [19], as well as minimizes the impact of polarization-dependent properties of the imaging system on the acquired measurements.
In the remainder of this paper, we will first review existing approaches for polarimetric imaging, then present the forward and inverse mathematical models for vectorial Fourier ptychography, before experimentally demonstrating its effective quantitative performance.
2. Background
There are three general categories of polarization-sensitive microscopic imaging. The first category captures qualitative polarimetric images, including placing a specimen between two polarizing films to visually assess relative variations in transmitted light [20,21] for diagnostic applications. To obtain quantitative polarimetric measurements, a second category of approach relies upon incoherent illumination to measure a specimen’s Muller matrix [22], which describes the specimen’s optical response via a 4x4 real-valued matrix at each spatial location of interest. In this class of intensity measurement-based methods, it is typical to describe light via a 4-entry Stokes vector, and a complete specimen reconstruction typically requires at least sixteen measurements per imaged pixel [23]. There have been a variety of optical geometries developed for full Mueller matrix-based polarization measurement [1,9,23–25]. By adopting circularly polarized specimen illumination and applying certain specimen approximations, various setups can obtain fewer image measurements to obtain specimen properties like birefringence and orientation [9].
A third category of quantitative polarimetric microscopy relies upon coherent light and can be described using the Jones Matrix formalism [26]. Within this category, the optical field is commonly modeled as two-dimensional complex vector, and associated optical transforms (including the interaction of light with thin specimens) as $2\times 2$ complex matrix transforms. Typically, phase-sensitive measurements are needed to infer the $2\times 2$ specimen Jones Matrix at each resolved location in the specimen. Prior work has considered this type of approach while detecting light with interferometry [27–34], optical coherence tomography [25,35], and laser scanning confocal microscopy [36], for example. Unlike incoherent techniques, phase-sensitive methods enable direct measurement of specimen phase retardance for topological information, as well as specimen diattenuation, which is the complex differential transmittance within independent polarization channels.
To alleviate the complexity introduced by interferometric detection methods, a number of strategies have been recently developed that jointly utilize a post-processing algorithm to assist with recovering a specimen’s complex polarization-dependent properties [17,37–42]. These computational imaging-based techniques offer a variety of unique benefits, such as improved imaging speed and reduced system complexity. In this work, we achieve complex-valued Jones matrix imaging at high resolution over a large field-of-view by using principles FP [16]. Recent work has considered how FP can improve polarimetric imaging [17], but did not demonstrate the ability to recover the specimen’s complex-valued Jones matrix, like many of the interferometric approaches above. Complex Jones matrix reconstruction offers a complete picture of the polarimetric properties of thin specimens and has been demonstrated in scanning-based ptychography [18,41], which uses a completely different measurement arrangement but is mathematically similar to FP [43,44]. In this work, we build upon these prior demonstrations in ptychography to jointly reconstruct quantitative, complex-valued Jones matrix measurements at high-resolution over a large area, along with the additional benefit of computationally accounting for polarization-dependent imaging system aberrations. The key benefits of our vFP approach are thus 1) the ability to reconstruct the complex Jones matrix of a specimen, from which we are able to derive phase, amplitude, retardance, slow-axis orientation, and diattenuation, 2) the ability to do so at a spatial resolution that surpasses the standard optical limit defined by the imaging lens, and 3) the ability to jointly remove the effects of polarization dependent aberrations from final high space-bandwidth product image reconstructions.
3. Methods
3.1 vFP forward model
We begin by developing a mathematical expression for Fourier ptychographic imaging using Jones calculus, which will allow us to describe our data collection strategy using vectorial optical fields. A diagram of the vFP optical setup is in Fig. 1(a). To begin, we restrict our analysis to optically thin specimens that obey the projection approximation. This limits our attention in this work to polarization-dependent effects along $x$ and $y$, although future work may extend analysis to examine thicker specimens and effects along $z$. A complete derivation of our forward model, beginning from Maxwell’s equations in 3D, is presented in Supplementary Section 1. Our forward model is based on paraxial approximation, which has been validated to be accurate for up to 25 degree illumination angle in a previous work [30]. Jones calculus represents an optical field as a $2\times 1$ complex vector containing two orthogonal components, which we define here along the $x$ and $y$ axes. The light’s polarization state is defined by the amplitude and phase of these two components at each spatial location of interest. General optical transformations (e.g., passage through an optical component) are summarized by $2\times 2$ complex matrices. We note that the Jones calculus employed here does not directly consider depolarizing effects, or 3D effects, for example, which can easily be added in at the expense of a more complex model.
Our setup consists of a programmable LED array as illumination source, a generator polarizer placed between the sample and the LED array, standard microscope optics, a CMOS camera, and an analyzer polarizer placed between the optics and camera. The $n$th tilted plane wave emitted by the $n$th LED within the array is described by $\text {exp}(i\mathbf {k}_n \cdot \mathbf {r})$, which is polarized by the generator to form a $2 \times 1$ vector field, $\mathbf {G_n^{m} }=[g_{x}^{m}\text {exp}(i\mathbf {k}_n\cdot \mathbf {r}), g_{y}^{m}\text {exp}(i\mathbf {k}_n\cdot \mathbf {r})]^{T}$, which is obliquely-incident on the sample of interest. Here, $m\in \{0^{\circ },45^{\circ },\ldots \}$ specifies a particular polarization state, and we use $\mathbf {g_m} = [g_{x}^{m}, g_{y}^{m}]$ as complex-valued scalars to define the appropriate generator-dependent weighting for each vector component. The polarized plane wave $\mathbf {G_n^{m} }$ then interacts with the thin specimen of interest, which we model as a product with a $2 \times 2$ complex matrix $\boldsymbol {\bar {O}}(\mathbf {r})$.
The resulting field then propagates to the imaging system’s back focal plane, which we model (under certain approximations) with a $2 \times 2$ matrix $\mathbf {F}$ that contains the two dimensional Fourier transform operator $\mathcal {F}$ along its diagonal. Scalar FP models imaging system aberrations with a scalar pupil function $P(k)$ [45]. In this work, we extend this model to also allow for polarization-dependent aberrations with a $2 \times 2$ complex pupil function matrix $\mathbf {P}(\mathbf {k})$. This matrix can accounts for both standard aberrations (e.g., defocus, astigmatism), and for more complex polarization-dependent effects, for example birefringence introduced by plastic lenses, or polarization-dependent effects that occur at high angles of light incidence at general interfaces.
After passage through the pupil function (i.e., multiplication with $\mathbf {P}(\mathbf {k})$), the vectorized field then propagates to the image plane, which we model here with a $2 \times 2$ (inverse) Fourier transform matrix, although alternative transforms can be directly inserted. The vector field finally passes through a second “analyzer" polarizer, $\mathbf {A_{l}}$, $(l\in \{0^{\circ },45^{\circ },\mathrm {right\ circular,}\cdots \})$, to produce the $n$th vector field $\mathbf {E_n^{(l,m)}}$ at the image plane,
3.2 Measurement strategy
Obtaining four unique measurements per illumination angle is one effective strategy to solve for the four unknowns summarized by the sample matrix $\mathbf {O}(\mathbf {k})$. There are, of course, many possible configurations of the generator and analyzer to utilize for such measurements [18]. Specific selections significantly reduce the complexity of Eq. (3). For example, selecting the generator($G$) and the analyzer($A$) to produce and admit zero-degree linearly polarized light will result in $\mathbf {g}_m=[1,0]^{T}$ and $\mathbf {a}_l=[1,0]^{T}$. The resulting image intensity will be described by $i_{n}^{l=0^{\circ},m=0^{\circ} }=|\mathcal {F}^{-1}[P_{xx}O_{xx}(\mathbf {k}-\mathbf {k}_n)+P_{xy}O_{yx}(\mathbf {k}-\mathbf {k}_n)]|^{2}$ for plane wave illumination at an angle $\mathbf {k}_n$. Setting the generator and the analyzer at 90 degrees will likewise yield additional complementary information about $\mathbf {O}$ and $\mathbf {P}$. The above two configurations provide the helpful benefit of high optical transmission for most specimens of interest, which facilitates the use of lower exposure times and reduced noise. To balance the experimental benefits of high optical transmission with the computational benefits of measurement redundancy, we next set the generator ($G$) at $45^{\circ}$ for our remaining two measurements. Our four polarization configurations were thus, $(l,m)\in \{G\mkern -6mu:0^{\circ}, A\mkern -6mu:0^{\circ} ; G\mkern -6mu:90^{\circ},A\mkern -6mu:90^{\circ} ; G\mkern -6mu:45^{\circ},A\mkern -6mu:0^{\circ} ; G\mkern -6mu:45^{\circ},A\mkern -6mu:90^{\circ} \}$, as shown in Fig. 1. We note that alternative generator/analyzer configurations are certainly possible and compatible with our forward and inverse solver, and will be the subject of future study.
3.3 Inverse problem
Using the measurement strategy proposed in Section 33.2, the four amplitude measurements for the $n^{th}$ LED are
Once we reconstruct the $2\times 2$ Jones matrix for the specimen and pupil, we use a simple eigen decomposition method [1] to derive the homogeneous anisotropic properties of the specimen, including retardance, diattenuation and orientation. Specifically, for the 2x2 Jones matrix $\bar {\mathbf {O}}(\mathbf {r})$ per reconstructed pixel, we first compute eigenvalues $\xi _q$, $\xi _r$ and eigenvectors $\mathbf {E}_q$, $\mathbf {E}_r$. Under the assumption of homogeneous anisotropic specimen, the calculated eigenvectors indicate two perpendicular specimen axes with associated eigenvalues that can be used to compute a per-pixel retardance,
where $\angle$ denotes complex angle. Similarly, the two eigenvalues may be used to compute an amplitude-dependent diattenuation measurement: In this work, we adopt a definition for orientation as the angle between the reference axis given by the linear polarizer within the setup and the slow axis within the specimen plane, where the slow axis is defined by the direction of the eigenvector whose corresponding eigenvalue phase is the larger of $\xi _q$ and $\xi _r$. Mathematically, orientation to the slow axis $\omega$ can be computed as the angle of the eigenvector,4. Results
We verified our vFP model and inverse solver in a series of experiments using a standard microscope outfitted with an LED array. The vFP setup uses an objective lens (4$\times$, $NA_o$=0.1) and digital camera containing 2.4 $\mu m$ pixels (Basler acA5472-17um, 5496 $\times$ 3672 pixel count). The LED array (Adafruit RGB LED Matrix) contains 15 $\times$ 15 surface-mounted elements (center wavelengths: 632 nm, 525 nm and 470 nm per LED color with 4 mm LED pitch). We positioned the LED array 68 mm beneath the sample to create a maximum illumination NA of $NA_i=$ 0.41. This leads to an effective synthetic NA for our Fourier ptychographic reconstructions of $NA=NA_i+NA_o=0.51$, or a 5x improvement in spatial resolution in each lateral dimension. Linear wire grid polarizers (polarization wavelength range between 420 - 700 nm) were inserted directly before the LED array (generator) and before the camera (analyzer). Both linear polarizers were installed in rotation mounts (Thorlabs ELL14K) with resonant piezoelectric motors (bidirectional accuracy, 0.002$^{\circ }$). The total data acquisition for 81 images (81 different LED positions) for each polarization configuration is around 50 seconds. The total reconstruction time is around 200 seconds for a 300 um by 300 um field of view.
4.1 Validation of vFP resolution and diattenuation
To first validate that the polarization-dependent metrics of vFP exhibit the expected resolution enhancement commonly observed with scalar FP, we imaged a sample consisting of a plastic linear polarizer (Edmund Optics) placed above a high-resolution absorptive USAF target (Ready Optics). The linear polarizer provides a simple means to create an expected constant orientation and a uniform diattenuation across the regions it covers, while the USAF target provides a standard resolution measure.
The expected resolution gain of a vFP reconstruction follows the same principles as with scalar FP [49], wherein the smallest resolvable full-pitch resolution (i.e., distance between the center of two similar bars) can be approximated by, $\frac {\lambda }{NA_{i}+NA_{o}}$. Using red LED illumination (center wavelength 632 nm) in this experiment, we accordingly expect a 1.24 $\mu$m full-pitch resolution cutoff after executing vFP, which corresponds to a cutoff slightly above USAF target Group 9 Element 5. The vFP orientation reconstruction achieves this resolution as shown in Fig. 2(d), which provides an appreciable gain over the raw captured image intensity in (c).
This linear polarizer experiment additionally provides a means to assess quantitative diattenuation and orientation measurement accuracy. As only the upper-left of the USAF target is covered by the polarizer in Fig. 2(a), we expect a diattenuation value closer to 1 within this region, and close to 0 in the lower right, which is uncovered. The mean diattenuation and variance, averaged across a 500$^{2}$ pixel area within these two respective regions, are $(\bar {D}=0.9822, \sigma ^{2}_D=0.001)$ and $(\bar {D}=0.0693, \sigma ^{2}_D=0.011)$, respectively. We hypothesize that this experimentally measured diattenuation of less than 1 is due to the use of a plastic linear polarizer as the investigated specimen, which did not completely polarize all transmitted light. This effect leads to slight deviations in measured image intensity values as compared to expectations for a perfect linear polarizer, which impacts the subsequent computation of diattenuation via Eq. (7). In addition, the transition boundary between the image area covered and uncovered by linear polarizer exhibits inaccurate values due to angle-dependent shadowing effects introduced by its finite thickness (i.e., the polarizer does not obey the required thin specimen approximation, leading to such artifacts). The diattenuation estimates at locations of absorptive USAF bars may also be inaccurate, as the bars are optically opaque.
4.2 Quantitative orientation measurement
Orientation is a useful polarimetric quantity used within material and biological specimen analysis. To further investigate the quantitative accuracy of vFP for specimen orientation measurement, we next imaged a collection of randomly-oriented monosodium urate (MSU) crystals, which are rod-like microstructures whose optical orientation properties are expected to exhibit a linear relationship with crystal rotation angle within the x-y plane. A summary of this experiment’s results is presented in Fig. 3(a). Images of 3 example reconstructed MSU crystals are included as insets (color denotes reconstructed orientation and intensity denotes reconstructed retardance). Plotting the vFP-measured per-crystal orientation versus the expected orientation, as measured from crystal rotation angle within the x-y plane, reveals a clear linear relationship. Measured orientation points were averaged over all pixels within each crystal, where the error bar shows the resulting standard deviation. Ground-truth orientations were computed by fitting a line to each MSU crystal captured within a single FOV.
In a final experiment to assess vFP’s ability to measure orientation, we imaged a thin section of human connective tissue containing both muscle and collagen (Fig. 3(b-c)). In this type of tissue specimen, it is common to observe polarization-dependent effects due in part to the response of collagen fiber [50,51] To improve visualization, we overlay orientation as an undirected vector field on top of the retardance shown in grayscale in Fig. 3(c) to reveal a spatial correlation between retardance and orientation. Reconstructed orientation vector alignment is consistent with fiber growth direction within the connective tissue. We note the FOV in (c1) matches that of the example raw image is shown in (b2) and the zoom of the vFP reconstruction in (b3).
4.3 Retardance and phase validation
To validate that vFP can accurately measure retardance and phase, we imaged microspheres embedded in several media with different refractive indices (RIs). Here, microspheres are versatile validation samples not only because they have been commonly used to validate the quantitativity of phase estimation in conventional FP (e.g., [52]), but also because recent work has established a linear relationship between retardance and RI difference at the microsphere boundaries [42]. Though microspheres do not intrinsically exhibit birefringence, a sharp RI transition at their boundary will lead to a measurable retardance shift that is linearly proportional to the RI difference at the transition boundary [53]. To explore this connection, we prepared 3 specimens of oil-immersed polystyrene microspheres with oils of 3 different RI to generate 3 unique RI transition differences. Images of vFP-reconstructed retardance are in Fig. 4(a) top, from which we observe a clear peak of retardance that consistently exists at the bead profile edge (i.e., forms a ring around each bead). Profiles of randomly selected beads below confirm such peak formation, from which we measure the maximum per-bead retardance shift (red dashed line). Plotting the average maximum retardance shift (20 beads per point) as a function of RI difference in Fig. 4(b) confirms the previously observed linear trend. Through this experimental analysis, we were additionally able to confirm the quantitative accuracy of vFP reconstructed phase values, as shown at the bottom of Fig. 4(a) and summarized in plot of average maximum phase shift versus RI difference in Fig. 4(c).
4.4 Large-area amyloid plaque detection
We next applied vFP to reconstruct the vectorial response of a specimen that is commonly viewed using polarization optics within the pathology lab: thin sections of fixed cardiac tissue stained with Congo red dye. Congo red is known to stain specimen areas that contain amyloid fibrils an ’apple-green’ color when viewed between two crossed polarizers using white light illumination in a transmission geometry, resulting from an interplay between birefringence and anomalous dispersion around an absorption peak [20]. Visual identification of such apple-green areas within the interstium and vessel walls of endomyocardial tissue is often an important diagnostic indicator of the presence of cardiac amyloidosis. In Fig. 5(a,b), we present a large-FOV vFP reconstruction (8.27 $mm^{2}$ shown) of the phase and retardance of Congo red-stained cardiac tissue, wherein the arterial wall is clearly visible. Interestingly, in Fig. 5(f), the red blood cells (small, dark circular features) located within the vessels each exhibit a higher retardance along their border, which is consistent with our observations with polystyrene beads (Fig. 4). Examining the difference between the red and green channels simulated using reconstructed Jones matrices highlights the amyloid plaque regions in Fig. 5(g). Comparing the resulting channel difference map to what is typically observed with polarization optics in a standard microscope (white-light illumination, NA=0.25) demonstrates a close qualitative correspondence (Fig. 5(h)). We hypothesize that vFP can thus provide a useful tool for examining the polarimetric response of such Congo-red-stained cardiac tissue over large areas at high resolution.
Reconstructing a large FOV with vFP additionally allows us to examine how the recovered Jones matrix of the imaging system pupil function differs between on-axis and off-axis sample positions (Fig. 5(j)). Here, we divided the reconstruction FOV into $3\times 3$ regions and averaged all pupils within each region. The Jones matrix pupil phase patterns experience a shift from the center for off-axis locations [54]. Interestingly, the $J_{xy}$ and $J_{yx}$ pupil amplitudes are spatially varying, unlike $J_{xx}$ and $J_{yy}$. Higher-NA objectives or cheaper plastic lenses may exhibit stronger polarization effects, which will be the subject of future investigation.
5. Discussion and conclusion
This paper proposes a new computational microscopy method, termed vectorial Fourier ptychography (vFP), to measure the complex amplitude and phase transmission of a thin sample along with its polarization properties contained within its complex Jones matrix. As a synthetic aperture imaging technique, vFP provides a means to obtain high-resolution Jones matrix measurements over a wide FOV without any complex moving parts. Through a simple modification of a conventional polarized light microscope (i.e., replacing the source with an LED array) and a new computational reconstruction algorithm, we demonstrated that our method can jointly recover a vectorial image of complex-valued 2x2 Jones matrices in a variety of calibrated phantoms and biological samples, along with estimation of the 2x2 Jones matrix summarizing the imaging system’s vectorial response (i.e., its polarization-dependent aberrations).
As this initial demonstration was a proof of concept, there are several avenues for future direction. To improve acquisition speed, vFP can certainly borrow LED multiplexing [46], multispectral, [55] or multi-aperture [56] strategies previously demonstrated in conventional FP. Furthermore, the approach could also utilize a polarization-sensitive digital image sensor [40,42], which could reduce the amount of required captured data or otherwise improve vFP reconstruction fidelity. In addition, a screen display-based illumination mechanism could be adopted [57] to miniaturize the imaging system. While the present work was restricted to thin samples, additional theoretical development of the vFP framework may allow for 3D polarization microscopy [30,42] in the future. Moreover, additional development may also account for the partial coherence of the LED illumination employed by vFP within the Stokes formalism [42]. Finally, since vFP can jointly estimate and account for the polarization properties of the imaging system, our method could be applied to low-cost microscopes employing plastic lenses, which are known to exhibit birefringence effects under strain. Given the experimental simplicity of our method and the broad range of anisotropic biological samples, vFP could be widely adopted as a significant extension of conventional FP and polarized light microscopy.
Funding
3M Foundation (Non-tenured Faculty Award); Duke-Coulter Translational Partnership Grant.
Acknowledgments
We would like to thank Dr. Shalin Mehta, Dr. Ian Sigal, Dr. Bin Yang, Dr. Li-Hao Yeh, and Dr. Lars Loetgering for helpful guidance and feedback.
Disclosures
RH: Ramona Optics Inc. (F,I,P,S)
Data availability
Data underlying the results presented in this paper are not publicly available at this time but may be obtained from the authors upon reasonable request.
Supplemental document
See Supplement 1 for supporting content.
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