You are on page 1of 54

Applications of Time-of-Flight and

Orbitrap Mass Spectrometry in


Environmental, Food, Doping, and
Forensic Analysis Sandra Pérez
Visit to download the full and correct content document:
https://textbookfull.com/product/applications-of-time-of-flight-and-orbitrap-mass-spectr
ometry-in-environmental-food-doping-and-forensic-analysis-sandra-perez/
More products digital (pdf, epub, mobi) instant
download maybe you interests ...

Applications of Time-of-Flight and Orbitrap Mass


Spectrometry in Environmental, Food, Doping, and
Forensic Analysis 1st Edition Sandra Pérez

https://textbookfull.com/product/applications-of-time-of-flight-
and-orbitrap-mass-spectrometry-in-environmental-food-doping-and-
forensic-analysis-1st-edition-sandra-perez/

Biota Grow 2C gather 2C cook Loucas

https://textbookfull.com/product/biota-grow-2c-gather-2c-cook-
loucas/

Applications in High Resolution Mass Spectrometry: Food


Safety and Pesticide Residue Analysis 1st Edition
Romero-Gonz Lez

https://textbookfull.com/product/applications-in-high-resolution-
mass-spectrometry-food-safety-and-pesticide-residue-analysis-1st-
edition-romero-gonz-lez/

Direct Analysis in Real Time Mass Spectrometry


Principles and Practices of DART MS 1st Edition Yiyang
Dong

https://textbookfull.com/product/direct-analysis-in-real-time-
mass-spectrometry-principles-and-practices-of-dart-ms-1st-
edition-yiyang-dong/
Time Series Analysis Methods and Applications for
Flight Data Zhang

https://textbookfull.com/product/time-series-analysis-methods-
and-applications-for-flight-data-zhang/

Tandem Mass Spectrometry of Lipids Molecular Analysis


of Complex Lipids Robert C Murphy

https://textbookfull.com/product/tandem-mass-spectrometry-of-
lipids-molecular-analysis-of-complex-lipids-robert-c-murphy/

Chromatographic Analysis of the Environment: Mass


Spectrometry Based Approaches 4th Edition Lambropoulou

https://textbookfull.com/product/chromatographic-analysis-of-the-
environment-mass-spectrometry-based-approaches-4th-edition-
lambropoulou/

Time Series Analysis Methods and Applications for


Flight Data 1st Edition Jianye Zhang

https://textbookfull.com/product/time-series-analysis-methods-
and-applications-for-flight-data-1st-edition-jianye-zhang/

Advancements of Mass Spectrometry in Biomedical


Research Alisa G. Woods

https://textbookfull.com/product/advancements-of-mass-
spectrometry-in-biomedical-research-alisa-g-woods/
Comprehensive Analytical Chemistry
Volume 71

Applications of Time-of-Flight and


Orbitrap Mass Spectrometry in
Environmental, Food, Doping, and
Forensic Analysis
Advisory Board

Joseph A. Caruso
University of Cincinnati, Cincinnati, OH, USA
Hendrik Emons
Joint Research Centre, Geel, Belgium
Gary Hieftje
Indiana University, Bloomington, IN, USA
Kiyokatsu Jinno
Toyohashi University of Technology, Toyohashi, Japan
Uwe Karst
University of Münster, Münster, Germany
Gyrögy Marko-Varga
AstraZeneca, Lund, Sweden
Janusz Pawliszyn
University of Waterloo, Waterloo, Ont., Canada
Susan Richardson
US Environmental Protection Agency, Athens, GA, USA
Comprehensive Analytical Chemistry
Volume 71

Applications of Time-of-
Flight and Orbitrap Mass
Spectrometry in
Environmental, Food,
Doping, and Forensic
Analysis
Edited by

Sandra Pérez
Institute of Environmental Assessment and Water Research e Spanish
National Research Council (IDAEA-CSIC), Barcelona, Spain

Peter Eichhorn
Institute of Environmental Assessment and Water Research e Spanish
National Research Council (IDAEA-CSIC), Barcelona, Spain

Damià Barceló
Institute of Environmental Assessment and Water Research e Spanish
National Research Council (IDAEA-CSIC), Barcelona, Spain

AMSTERDAM l BOSTON l HEIDELBERG l LONDON


NEW YORK l OXFORD l PARIS l SAN DIEGO
SAN FRANCISCO l SINGAPORE l SYDNEY l TOKYO
Elsevier
Radarweg 29, PO Box 211, 1000 AE Amsterdam, Netherlands
The Boulevard, Langford Lane, Kidlington, Oxford OX5 1GB, UK
50 Hampshire Street, 5th Floor, Cambridge, MA 02139, USA
Copyright © 2016 Elsevier B.V. All rights reserved.
No part of this publication may be reproduced or transmitted in any form or by
any means, electronic or mechanical, including photocopying, recording, or any
information storage and retrieval system, without permission in writing from the
publisher. Details on how to seek permission, further information about the Publisher’s
permissions policies and our arrangements with organizations such as the Copyright
Clearance Center and the Copyright Licensing Agency, can be found at our website:
www.elsevier.com/permissions.

This book and the individual contributions contained in it are protected under
copyright by the Publisher (other than as may be noted herein).
Notices
Knowledge and best practice in this field are constantly changing. As new research
and experience broaden our understanding, changes in research methods, professional
practices, or medical treatment may become necessary.
Practitioners and researchers must always rely on their own experience and knowledge
in evaluating and using any information, methods, compounds, or experiments
described herein. In using such information or methods they should be mindful of
their own safety and the safety of others, including parties for whom they have a
professional responsibility.
To the fullest extent of the law, neither the Publisher nor the authors, contributors, or
editors, assume any liability for any injury and/or damage to persons or property as a
matter of products liability, negligence or otherwise, or from any use or operation of
any methods, products, instructions, or ideas contained in the material herein.
ISBN: 978-0-444-63572-3
ISSN: 0166-526X

For information on all Elsevier publications


visit our website at https://www.elsevier.com

Publisher: Zoe Kruze


Acquisition Editor: Poppy Garaway
Editorial Project Manager: Shellie Bryant
Production Project Manager: Radhakrishnan Lakshmanan
Designer: Alan Studholme
Typeset by TNQ Books and Journals
Contributors to Volume 71

J. Aceña, Institute of Environmental Assessment and Water Research e Spanish


National Research Council (IDAEA-CSIC), Barcelona, Spain
G. Balcells, Hospital del Mar Medical Research Institute (IMIM); Pompeu Fabra
University, Barcelona, Spain
K. Bhavsar, National Institute of Pharmaceutical Education and Research (NIPER),
Punjab, India
M. Bromirski, Thermo Fisher Scientific, Bremen, Germany
I. Carpinteiro, University of Santiago de Compostela, Santiago de Compostela, Spain;
Université de Bordeaux-CNRS, Talence, France
P. Eichhorn, Institute of Environmental Assessment and Water Research e Spanish
National Research Council (IDAEA-CSIC), Barcelona, Spain
A.R. Fernández-Alba, University of Almerı́a, Almerı́a, Spain
C. Fernández-Ramos, Charles University, Hradec Králové, Czech Republic
I. Ferrer, University of Colorado, Boulder, CO, United States
J.C. Fjeldsted, Agilent Technologies, Santa Clara, CA, United States
P. Gago-Ferrero, National and Kapodistrian University of Athens, Athens, Greece
P. Gardinali, Florida International University, Miami, FL, United States
X. Ge, Health Sciences Authority, Singapore
M.M. Gómez-Ramos, University of Almerı́a, Almerı́a, Spain
I. González-Mariño, University of Santiago de Compostela, Santiago de Compostela,
Spain; IRCCS d Istituto di Ricerche Farmacologiche “Mario Negri”, Milan, Italy
N. Heuett, Florida International University, Miami, FL, United States
J. Hollender, Eawag: Swiss Federal Institute of Aquatic Science and Technology,
Dübendorf, Switzerland; Institute of Biogeochemistry and Pollutant Dynamics,
Zürich, Switzerland
S. Jhajra, Johnson & Johnson Private Limited, Mumbai, India
K.J. Jobst, Ontario Ministry of the Environment and Climate Change, Etobicoke, ON,
Canada; McMaster University, Hamilton, ON, Canada
C.-L. Kee, Health Sciences Authority, Singapore
O.S. Keen, University of North Carolina, Charlotte, NC, United States
M. Krauss, Helmholtz-Centre for Environmental Research e UFZ, Leipzig, Germany

xiii
xiv Contributors to Volume 71

M.K. Ladumor, National Institute of Pharmaceutical Education and Research


(NIPER), Punjab, India
Y. Lester, Tel Aviv University, Tel Aviv, Israel
M.-Y. Low, Health Sciences Authority, Singapore
A.A. Makarov, Thermo Fisher Scientific, Bremen, Germany
C.P.B. Martins, Thermo Fisher Scientific, San Jose, CA, United States
E. Moyano, University of Barcelona, Barcelona, Spain
Ó. Núñez, University of Barcelona; Serra Húnter Program, Generalitat de Catalunya,
Barcelona, Spain
X. Ortiz-Almirall, Ontario Ministry of the Environment and Climate Change,
Etobicoke, ON, Canada
J.A. Padilla-Sánchez, University of Almerı́a, Almerı́a, Spain
A. Patil, National Institute of Pharmaceutical Education and Research (NIPER),
Punjab, India
M. Pena-Abaurrea, Cepsa Research Center, Madrid, Spain
S. Pérez, Institute of Environmental Assessment and Water Research e Spanish
National Research Council (IDAEA-CSIC), Barcelona, Spain
C. Postigo, Institute for Environmental Assessment and Water Research e Spanish
National Research Council (IDAEA-CSIC), Barcelona, Spain
O.J. Pozo, Hospital del Mar Medical Research Institute (IMIM), Barcelona, Spain
B. Prasad, University of Washington, Seattle, WA, United States
C. Prasse, UC Berkeley, Berkeley CA, United States
M.C. Prieto Conaway, Thermo Fisher Scientific, San Jose, CA, United States
J.B. Quintana, University of Santiago de Compostela, Santiago de Compostela, Spain
Ł. Rajski, University of Almerı́a, Almerı́a, Spain
E.J. Reiner, Ontario Ministry of the Environment and Climate Change, Etobicoke, ON,
Canada; University of Toronto, Toronto, ON, Canada
S.D. Richardson, University of South Carolina, Columbia, SC, United States
R. Rodil, University of Santiago de Compostela, Santiago de Compostela, Spain
I. Rodrı́guez, University of Santiago de Compostela, Santiago de Compostela, Spain
E.L. Schymanski, Eawag: Swiss Federal Institute of Aquatic Science and Technology,
Dübendorf, Switzerland
R. Seró, University of Barcelona, Barcelona, Spain
S. Singh, National Institute of Pharmaceutical Education and Research (NIPER),
Punjab, India
T.A. Ternes, Bundesanstalt für Gewässerkunde (BfG), Koblenz, Germany
N.S. Thomaidis, National and Kapodistrian University of Athens, Athens, Greece
Contributors to Volume 71 xv

E.M. Thurman, University of Colorado, Boulder, CO, United States


S. Tiwari, National Institute of Pharmaceutical Education and Research (NIPER),
Punjab, India
R. Ventura, Hospital del Mar Medical Research Institute (IMIM); Pompeu Fabra
University, Barcelona, Spain
J.H. Writer, University of Colorado, Boulder, CO, United States
Y. Zeng, Health Sciences Authority, Singapore
Series Editor’s Preface

I am glad to introduce this new volume on Applications of TOF and Orbitrap


Mass Spectrometry in Environmental, Food, Doping and Forensic Analysis
edited by Sandra Pérez, Peter Eichhorn and myself. The reason for having such
a book in the Comprehensive Analytical Chemistry series is quite obvious: I
was able to convince both co-editors to do it. I should say it was not so difficult
to convince Sandra and Peter since both they are old friends of mine since mid-
1990s. In addition Sandra, a former PhD student, did a postdoctoral stay at the
University of Buffalo, and recently she got a permanent job in my research
group.
This CAC book can be considered complementary to other two related
books in the CAC series: Advanced Techniques in Gas Chromatogra-
phyeMass Spectrometry (GC-MS-MS and GC-TOF MS) for Environmental
Chemistry (volume 61), and TOF-MS in Food and Environmental Analysis
(volume 58). This book, mainly containing liquid chromatographyebased
approaches combined with high-resolution MS, contains 16 chapters and it is
organized in three sections: (1) Instrumentation with three chapters describing
the evolution and advances of TOF and Orbitrap; (2) Target Analysis with nine
chapters covering a comprehensive variety of application in environmental,
food, doping and forensic analysis; and (3) Nontarget Analysis applications
mainly in the environmental field.
That being said, with the publication of this new title the CAC series offers
a unique list of books on organic mass spectrometry that will be very helpful to
the Analytical Chemistry community. The book can be used as an academic
text and as reference book for those working in chemical analytical labora-
tories who want to learn more about today’s most widely used high-resolution
MS systems: time-of-flight and Orbitrap. Finally I would like to thank to both
co-editors again and to all the authors of this book, well-known experts, for
their time and efforts in preparing this excellent and useful book on applica-
tions of TOF and Orbitrap MS techniques.
Prof. D. Barceló
Barcelona, Spain, 21 March 2016

xvii
Preface

There is little doubt, if any, that the commercial availability of powerful and
cost-efficient instrumentation in conjunction with the development of user-
friendly data acquisition and processing tools have been decisive factors in the
successful implementation of high-resolution mass spectrometry (HR-MS) in
highly diverse fields of application. Although the use of HR-MS techniques in
small-molecule analysis has been around for quite some time, with prominent
examples being magnetic sector instruments in academic settings at an early
stage and later on time-of-flight (ToF) MS platforms used in the pharmaceu-
tical industry for drug metabolite identification, many routine laboratories
have nowadays recognised the potential, and are actually taking advantage of
the power of HR-MS not only for qualitative analysis, but also increasingly for
quantitative measurement of organic trace components with its high demands
on instrumental sensitivity, selectivity and robustness. In fact, all of the major
manufacturers with a solid history in developing and producing low-resolution
MS instrumentation based on quadrupole or ion-trap technology for ion
analysis and detection now offer a comprehensive portfolio of (hybrid) HR-
MS instruments to provide solutions to their customers for even the most
complex of analytical tasks. And with the introduction of the first commercial
Orbitrap mass analyser in 2005 and its subsequent triumphal procession,
manufacturers of ToF-based HR-MS instruments took up the challenge of
coming up with innovative solutions to defend, and ideally expand their
market share.
With the ever-growing popularity of HR-MS techniques and the continuous
technological development in mind, in this book we set out to provide a
snapshot on the current state-of-the-art in HR-MS analysis of small organic
molecules, to describe workflows in analytical laboratories dealing with the
detection and characterisation of environmental pollutants, food contaminants
and doping agents in biological samples, and to identify the strengths and
limitations of hardware and software solutions available to the HR-MS user
community. To this end, we invited experts from academic institutions, public
research organisations, and industry as well as instrument manufacturers to
share their experience and views on their specific area of expertise. We feel
confident that the selection of contributions in this book e ranging from broad
overviews on technical developments or the various MS acquisition modes
suitable for quantitative analysis down to the assignment of fragment ions for

xix
xx Preface

structure elucidation of metabolites e will allow the reader to gain a thorough


impression on the very many areas of application of HR-MS in small-molecule
analysis. As in our view HR-MS coupled to liquid chromatographic (LC)
separation has experienced in recent years by far more important
developments than those witnessed in hyphenation of gas chromatography
(GC) to HR-MS, the majority of chapters have their focus on LC-MS appli-
cations for compounds of moderate or high polarity. Nonetheless, readers with
a stronger interest in GC-HR-MS will find chapters dealing partially or even
exclusively with GC-based techniques.
This book is divided into three parts.
The three chapters composing the first part ‘Instrumentation’ provide a
concise overview of the history and fundamentals of Orbitrap MS and ToF-
MS. The two chapters dedicated to each principle of ion analysis are written by
expert scientists from instrument vendors. They both provide a detailed yet
unbiased account of the technological advances, current challenges and future
directions in further development. The third chapter constituting the first part
describes in a very comprehensive manner the hyphenation of the various
ambient ionisation techniques with HR-MS in a vast field of applications
covered in this book.
The second part on ‘Target Analysis, Identification, and Suspect Screening’
illustrates in the first two chapters the possibilities of HR-MS in the detection
of doping agents in biological samples of human origin and the determination
of pesticide residues in fruits and vegetables. In the former the authors high-
light the invaluable power of HR-MS full-scan acquisitions for retrospective
analysis of novel banned substances. The two following chapters provide a
useful guide on the acquisition modes that can be used in (drug) metabolite
identification and give an example on how HR-MS analysis with multiple-
stage fragmentation leads to the successful identification of designer drugs
present in herbal supplements. The structural elucidation of environmental
transformation products by either Orbitrap or ToF-based LC-MS platforms is
the topic of two further chapters in which the authors present their approaches
towards proposing and confirming structure identities. What follows are two
detailed literature reviews on the application of HR-MS for the identification
of transformation products formed from organic micropollutants during the
process of water disinfection with chlorine or related agents. Although LC
separations with HR-MS detection are the key technique for studying most of
the degradation pathways, there is a clear window of opportunity for GC-HR-
MS wherever sufficiently volatile species are formed. In the last chapter of this
part of the book, a brief introduction to ‘suspect screening’ is provided and, by
way of example, the workflow of this relatively new approach in environ-
mental analysis is described.
The purpose of the third part of this book is to portray the state-of-the-
science in the ‘nontarget screening’ of organic compounds of environmental
relevance. The three contributions in this last part use different approaches for
Preface xxi

the identification of truly unknowns: the first one capitalises on a combination


of LC-HR-MS data with in silico tools for the prediction of MS fragmentation
and LC retention behaviour; the second one targets halogen-bearing persistent
organic pollutants that are resolved by two-dimensional GC-GC followed by
various data analysis tools for tracking down homologue series; and the third
one aims to identify those compounds in environmental water samples which
are actually of toxicological relevance. After an iterative process of sample
fractionation and assessment of biological effects, the ultimate goal of this
approach is to identify key effectors.
In the concluding chapter of this book the key aspects of each of the
chapters are highlighted allowing the reader to get a quick overview of how
environmental analysis, doping control, pesticide analysis in foodstuff and
forensics have exploited the capabilities of HR-MS for the detection, quanti-
fication and identification of organic compounds. While stressing the unde-
niable strengths of accurate mass measurements, weaknesses, particularly with
respect to the need for more efficient and automated data processing tools, are
identified. This summary is thought to help instrument and software de-
velopers come up with innovative solutions which will pave the path for the
continuous success of HR-MS analysis.
Last but not least, we wish to express our gratitude to all of the authors who
accepted our invitation to contribute to this exciting volume of the ‘Compre-
hensive Analytical Chemistry’ series. We deeply appreciate their major level of
dedication shown in delivering their outstanding contributions in a timely
manner. Without the efforts of all the authors, this book would never have
materialised in its current form.

Sandra Pérez, Peter Eichhorn, Damià Barceló


Barcelona, April 2016
Chapter 1

Orbitrap Mass Spectrometry:


Evolution and Applicability
C.P.B. Martins,1, * M. Bromirski,2 M.C. Prieto Conaway1 and
A.A. Makarov2
1
Thermo Fisher Scientific, San Jose, CA, United States; 2Thermo Fisher Scientific, Bremen,
Germany
*Corresponding author: E-mail: claudia.martins@thermofisher.com

Chapter Outline
1. Introduction 3 4. Working Modes in
2. Evolutionary Route of the Quantitative Analysis 12
Orbitrap Technology 4 5. Conclusion 16
3. Ion Source Capabilities References 16
Associated with Orbitrap
Technology 9

1. INTRODUCTION
While mass spectrometry is rightfully considered as one of the most (if not the
most) powerful methods of analysis in environmental, food, antidoping and
forensic laboratories, its further expansion depends on its ability to keep up
with analytical challenges, such as the growing variety of analytes and the
increasing stringency on limits of detection and quantitation. Over the recent
decade this ability was enabled by increasing speed of liquid and gas sepa-
rations that in its turn has driven requirements on throughput and quality of
analysis provided by mass spectrometry instrumentation.
Developments addressing analytical challenges and increased perfor-
mance have focused not only on ion sources, especially those employing an
atmospheric-to-vacuum interface such as electrospray (ESI) and atmospheric
pressure chemical ionisation (APCI), but also on the transition to the use of
high-resolution mass spectrometry (HRMS). The latter trend started with

Comprehensive Analytical Chemistry, Vol. 71. http://dx.doi.org/10.1016/bs.coac.2016.01.001


Copyright © 2016 Elsevier B.V. All rights reserved. 3
4 SECTION j I Instrumentation

time-of-flight (TOF) instruments and has continued with the newest of mass
spectrometric techniques: Orbitrap mass spectrometry.
The combination of targeted and nontargeted analysis, increased selec-
tivity with less sample preparation and compound optimisation, and retro-
spective analysis are crucial factors contributing to the increase interest in the
use of HRMS coupled to liquid chromatography (LC). Ever since the intro-
duction of commercial orthogonal acceleration-time-of-flight (oa-TOF) in-
struments in the mid-1990s, significant improvements have been made in
order to produce a high-performance instrument with modest power re-
quirements, size and most importantly, able to operate at reduced costs.
Magnetic sector, TOF, Orbitrap, and Fourier transform ion cyclotron (FTICR)
are viable options, but TOF and Orbitrap mass analysers are probably the most
commonly used with LC or UHPLC systems. In general, TOF instruments
show a mass resolving power of approximately 10,000e60,000 FWHM (full
width at half maximum) with a mass measurement accuracy of 1e5 parts per
million (ppm), while the mass resolving power of the latest Orbitrap instru-
ment can reach up to 450,000 FWHM at m/z 200 with <3 ppm mass accuracy
with external calibration.
The increased selectivity provided by HRMS is particularly important
when studying complex mixtures, such as biological, environmental and food
samples. Accurate detection and quantitation relies on the differentiation
between the compound of interest from background ions and isobaric in-
terferences. Furthermore, the simplification of workflows and the addition of
flexible scan functions make LC-HRMS, particularly Orbitrap MS, suitable for
environmental, food, antidoping and forensic analysis.

2. EVOLUTIONARY ROUTE OF THE ORBITRAP


TECHNOLOGY
When it was reported for the first time in 2000 [1], the Orbitrap mass analyser
was looked upon as just another obscure scientific curiosity, an unlikely
solution for problems of the ‘real world’. However, just in a few years it has
entered the mainstream mass spectrometry [2] and firmly established itself as a
powerful and reliable accurate-mass detector.
The analyser traces its roots to the concept of orbital trapping by Kingdon
[3] but required a significant amount of work on ion optics many decades later
by Makarov et al. in order to optimise the field, develop ion injection into the
field and perform image current detection followed by Fourier transform (FT).
A more detailed description of this short but eventful history can be found
in Ref. [4], while a detailed description of Orbitrap operation and physics
involved is presented in Refs [5e8]. Therefore, the scope of this chapter is
not an explanation of Orbitrap technology but rather an investigation of its
capabilities and potential specifically for the fields of environmental, food,
doping and forensic analysis. These capabilities are inextricably linked to
Orbitrap Mass Spectrometry: Evolution and Applicability Chapter j 1 5

such unique properties of the Orbitrap analyser as high resolution, dynamic


range of mass accuracy and high transmission, and this crucial point deserves
further explanation.
High resolution becomes possible not only due to ultrahigh, down to
nanometre range, accuracy of defining Orbitrap electrodes and very accurate
high-voltage supplies but also due to the principle of utilising ion oscillation
frequency for mass-to-charge measurement. Such frequency measurement
could be performed very accurately and also over a very high range of in-
tensities. As a result of this process, accuracy of frequency and therefore of
mass measurement for a peak is defined by signal-to-noise ratio rather than
by ion statistics as in beam analysers (such as analysers of TOF, magnetic
sector and quadrupole type). As image current detection enables detecting
even a few elementary charges in a mass peak, this leads to Orbitrap analyser
requiring much fewer detected ions to obtain the same mass accuracy. On the
other end of intensity range, strong electric fields within the trap and
spreading of ions in rings rotating around the central electrode allows to
keep space charge under control up to very high (up to 0.5e1 million) ion
populations.
For real-life chromatographic applications, this means that Orbitrap-based
mass spectrometers could follow a chromatographic peak from its beginning to
the end within a significantly tighter mass tolerance than beam instruments.
Meanwhile, high transmission of the analyser and parallelisation of detection
and ion accumulation result in effective utilisation of incoming ions and
improved limits of detection and quantitation. Quantitation capabilities of the
analyser took the longest time to develop as it required combination of the
above features with increased speed of analysis and improved fidelity of ion
population control. This evolution benefited from intrinsic linearity of detec-
tion and high dynamic range of the analyser in spite of it being a trapping type.
Table 1 summarises development of Orbitrap mass spectrometry over the first
decade since its entry in mainstream analytical science. Following introduction
of the first commercial instrument in 2005, important technology improve-
ments have fed expansion of analytical capabilities.
First, development of a collision cell after the C-trap in LTQ Orbitrap XL
(2007) has opened a route to utilising energies higher than those achievable in
the linear ion trap (LT), hence the term higher energy collision dissociation
(HCD) [9]. Then addition of electron-transfer dissociation (ETD) capabilities
to that instrument made it possible to expand the range of posttranslational
modifications amenable for analysis in proteomic applications [10]. Matrix-
assisted laser desorption ionisation (MALDI) source operating at reduced
pressure formed the basis of a dedicated high-end LTQ Orbitrap XL MALDI
instrument [11] and opened the way to high resolution/high mass accuracy
imaging both in MS and MSn modes. A stacked ring Radio-Frequency (RF)
ion guide (so-called S-lens) brought up to 10-fold higher transfer efficiency in
the MS/MS mode and a 3- to 5-fold increase in full scan mode in LTQ Orbitrap
6 SECTION j I Instrumentation
TABLE 1 Overview of Orbitrap Mass Spectrometry (as of Year 2015)

Launch Orbitrap Other Fragmentation


Family Name Year Front-end Analyser Analysers Methods Other Features
Research-type instruments
LTQ Orbitrap Classic [2] 2005 Capillary- Standard 3.5 kV LT, 2 CID Discovery version
skimmer detectors (2007)

XL [9] 2007 As above As above As above CID, HCD, MALDI version


(ETD) [10] (2008) [11]

Velos [12] 2009 S-lens As above Dual As above e


pressure LT
Elite [13] 2011 As above High-field 3.5 kV As above As above eFT signal processing
[14]
Orbitrap Fusion Classic [15] 2013 As above High-field 5 kV QMF, LT CID, HCD, (Internal calibration)
(fETD)
Lumos 2015 HCCT and ion As above Segmented As above As above
funnel QMF
Routine-type instruments
Exactive Classic [16] 2008 Capillary- Standard 5 kV None (HCD) e
skimmer
Plus 2012 S-lens As above None As above eFT, EMR version
(2013) [18]
Q Exactive Classic [17] 2011 As above As above QMF HCD eFT

Plus 2013 As above As above Segmented As above eFT, Inject prefiltering


QMF

Orbitrap Mass Spectrometry: Evolution and Applicability Chapter j 1


Focus 2014 As above As above QMF HCD eFT

HF [19] 2014 As above High-field 5 kV As above As above As above


Q Exactive GC Classic [20] 2015 In vacuum As above As above As above As above
EI/CI

LT, linear trap; CID, collision-induced dissociation; HCD, higher energy collision-induced dissociation; ETD, electron-transfer dissociation; fETD, front-end electron-transfer
dissociation; QMF, quadrupole mass filter; eFT, enhanced Fourier transform; HCCT, high-capacity transfer tube; EMR, enhanced mass range; Bold denotes first appearance of a
feature, references belong to the first publications devoted to the corresponding instrument.

7
8 SECTION j I Instrumentation

Velos (2009), while a dual ion trap ramped up the speed of MS/MS [12]. In the
Orbitrap Elite instrument (2011) [13], a compact, high-field analyser and an
enhanced Fourier transform (eFT) algorithm [14] enabled increase of resolving
power of the analyser by a factor of four.
Evolution of research-grade instruments was taken to a new level of
performance and usability with the introduction in 2013 of Orbitrap Fusion
Tribrid instrument that justified its name by combining for the first time three
top-tier analysers (high-field Orbitrap, dual-pressure linear trap and quadru-
pole mass filter) in one mass spectrometer. In addition, it featured for the first
time an easier to use ETD option with a front-end source of anions. This
source could be also used for internal calibration both in positive and negative
modes. In its further version Orbitrap Fusion Lumos (2015), a new level of
source brightness was enabled by utilising high-capacity transfer tube with
about threefold increased gas throughput and corresponding decrease of ion
fill times.
Starting from 2008, some of these capabilities were transferred to a
growing family of benchtop instruments designed specifically for routine high-
throughput analysis. A stand-alone Orbitrap mass spectrometer, Exactive, has
led the way, with the ion source linked to the C-trap via an octapole [16]. Later
this instrument became the basis for drastic expansion of the m/z limit of
Orbitrap analysis to accommodate needs of native mass spectrometry of intact
proteins and protein complexes [17].
In 2011, the combination of Orbitrap analyser with a quadrupole mass
filter was launched under the name of Q Exactive and became increasingly
popular for proteomics and high-throughput screening applications [18].
Later it became the basis for a streamlined version Q Exactive Focus that was
configured specifically for small molecule routine applications. Increased
performance of Q Exactive family was realised later in Q Exactive Plus and
HF [19]. In both instruments, inject flatapole was used to prefilter ion beam
in MS/MS mode to reduce drastically contamination of the downstream
optics, while segmented pre- and postfilter on hyperbolic-rod quadrupole
mass filter improved the quality of mass isolation and transmission of pre-
cursor ions.
This development has led to a new page in the history of Orbitrap mass
spectrometry, when in 2015 it entered for the first time the field of GC/MS.
The latest instruments based on Q Exactive family provide more than suffi-
cient numbers of spectra across narrow peaks so typical for GC/MS at suffi-
ciently high resolution to enable analysis of complex mixtures even in full
spectrum mode.
As a result, the Orbitrap-based mass spectrometers have built a compelling
foundation for their wide application not only for research type applications but
also for screening, trace and targeted analysis in LC/MS and GC/MS, applicable
in the field of environmental, food, doping and forensic analysis.
Orbitrap Mass Spectrometry: Evolution and Applicability Chapter j 1 9

3. ION SOURCE CAPABILITIES ASSOCIATED WITH


ORBITRAP TECHNOLOGY
ESI is probably the most widely used ionisation technique in LC-HRMS
analysis, followed by APCI. In general, ESI is the best option when analysing
polar to semi-polar compounds, whereas APCI can be used for the analysis of
less polar and neutral compounds [21]. Recently, atmospheric pressure pho-
toionisation (APPI) has been used as a soft ionisation technique able to
broaden the group of analytes that can be analysed to less polar compounds
[22]. The sensitivity of a particular methodology can be dramatically affected
by the ionisation efficiency of the targeted analytes under a certain set of
conditions. Therefore, it is important to select the appropriate ionisation
technique independently of the mass analyser to be used.
This section will cover commercially available ion sources routinely used
to analyse environmental, food, sports doping and forensic type of samples.
Ion sources as discussed in this section will strictly adhere to ambient ion-
isation techniques, that is, they operate at atmospheric pressure and not under
vacuum pressure. Therefore techniques such as intermediate pressure vacuum
and vacuum MALDI are not included. Discussion of ESI, heated electrospray
ionisation (HESI), microflow and nanospray flow rates is out of the scope for
this chapter.
APCI and APPI are restricted to the analysis of low molecular compounds,
of molecular weight of 1500 amu or less. ESI is able to analyse larger com-
pounds (biomolecules, for example) due to its ability to produce multiply
charged ions. Atmospheric pressure MALDI, atmospheric solids analysis
probe (ASAP), direct analysis in real time (DART), desorption electrospray
ionisation (DESI), flowprobe, liquid extraction surface analysis (LESA), laser
ablation electrospray ionisation (LAESI), laser diode thermal desorption
(LDTD) and paper spray are ionisation techniques that introduce ions into the
mass spectrometer without the need for chromatographic separation, therefore
referred to as direct analysis techniques. Direct analysis techniques were
developed to address the need for rapid analysis of samples from complicated
matrixes with no or minimal sample pretreatment.
Since environmental, food, sports doping and forensics samples occur
in complex matrices, direct analysis techniques benefit from the ultrahigh
mass resolving power offered by the Orbitrap mass analyser to separate in-
terferences from the analytes of interest. In screening applications, accurate-
mass measurements, isotope ratio and MS/MS fragmentation data are used to
confirm the identity of compounds. Most of these techniques give rise to
chronograms (record of the ion current change with time) or produce infusion
type signals. These longer lasting signals, as compared to chromatography
peaks, allow a larger range of experiments to be conducted in the signal
timeframe.
10 SECTION j I Instrumentation

APCI utilises gas-phase ion molecule reactions at atmospheric pressure to


ionise molecules. A solvent spray over a corona discharge region generates the
primary ions which then undergo gas-phase reactions with the vapourised liquid
sample. APCI produces singly charged ions and efficiently ionises polar to
relatively nonpolar compounds. The combination of APCI with LDTD has been
reported in the analysis of environmental samples [23,24]. The LDTD tech-
nology is a unique high-throughput solution for mass spectrometry which
provides ultrafast sample analysis using a shotgun approach into a mass spec-
trometer. It delivers results in well under 6 s per sample (depending on mass
detector) and therefore is ideally suited for high-throughput applications. A low
volume sample (<10 uL) is quickly dried onto the LazWell plate, which is then
thermally desorbed using a laser diode. The desorbed neutrals are transported
with compressed air through the corona discharge region of an APCI source,
and ionisation occurs without the use of solvents. The tunable diode laser array
heats the sample instantaneously from the back of the plate without interacting
with the sample directly. The detection and quantification of pesticides, phar-
maceuticals and steroid hormones in wastewater samples has been reported
using LDTD-APCI coupled to a triple quadrupole mass analyser. Recently, an
LDTD-APCI-HRMS study has reported quantitative data for anatoxin-a (ANA-
a) in complex environmental matrices, allowing for an ultrafast analysis time
(<15 s/sample) with increased selectivity. A resolution of 17,500 FWHM was
required for differentiation between ANA-a and phenylalanine [25].
APPI works by adding a UV lamp to an APCI source. While ESI and APCI
depend on the charge affinity of molecules for ionisation, APPI depends on
their ionisation potential. After APPI’s introduction in 2000 [26], a gap has
been closed between what ESI and APCI were able to analyse as it provided
efficient ionisation of nonpolar or low charge affinity compounds while still
covering polar compounds. Other advantages of APPI are reduced suscepti-
bility to ion suppression, high sensitivity and large linear dynamic range [27].
The formation of ions during APPI mass spectrometry in the positive mode
usually provides radical cations and/or protonated species (Mþ , [MþH]þ).
l

However, [MH]þ ions have been observed with certain compounds, such as
analytes containing triple bonds and under certain APPI conditions. The APPI
response frequently differs substantially, indicating a certain dependence on
the functional group present in the molecule [28]. Addition of a dopant to the
mobile phase of an LC-MS is sometimes necessary to increase sensitivity in
APPI. As an LC-MS interface, APPI has been applied widely in pharmaceu-
tical, biological, and environmental analysis. Although APPI was originally
developed for LC-MS, there are also an increasing number of reports using it
as an interface for GC-MS [29]. Although APPI is widely used with petro-
leomic samples, it has also found utility for tracing fullerenes from industrial
use in natural waters [22].
The first direct ionisation methods were DESI [30] and DART [31].
Another characteristic of direct analysis technologies is that they do not
Orbitrap Mass Spectrometry: Evolution and Applicability Chapter j 1 11

require addition of a matrix for their operation as in MALDI. The ion sources
are easy to couple to a mass spectrometer, thus increasing the versatility of the
MS, and solvent consumption is very low, making them in fact environmen-
tally sound techniques. They vary by the ionisation method, the types of
molecules that can be ionised and the mass range they can accommodate. In
general, those techniques that ionise by electrospray (DESI, flowprobe, LESA
and PaperSpray) can produce multiply charged ions and are therefore able to
analyse larger molecules. Techniques such as DART and LDTD are limited to
a mass range of about m/z 1000 and produce only singly charged ions.
The generation of ions in DESI occurs when high-velocity charged drop-
lets, produced from a pneumatically-assisted electrospray, impinge onto a
surface to be analysed (liquid, dry sample or tissue sample) at atmospheric
conditions. Ions of chemical species present on the surface are produced
through the interaction of the charged droplets and the sample. The resulting
mass spectra are similar to electrospray mass spectra. Unique attributes of the
technology are rapid quantitation (w6 s per sample), MS imaging without
laser absorbing matrix under atmospheric conditions (tunable lateral spatial
resolution from 50 mm to 2 mm) and analysis of conductive and nonconductive
surfaces. Strittmatter et al. have reported the direct combination of thin-film
microextraction and DESI-MS (Orbitrap mass analyser) for the screening and
detection of various different pharmaceuticals and personal care products in
wastewater treatment plants. This approach enables considerably shorter
analysis time compared to the traditional LC-MS run [32].
DART is a rapid ionisation technique for noncontact surface sampling of
compounds from samples in any state of matter: gases, liquids and/or solids.
Operating at ambient pressure with the sample at ground potential, the tech-
nique enables near instantaneous determination of sample composition by mass
spectrometry. Although first introduced in 2003, DART has been commercially
available since 2005 [31]. The ionisation mechanism in DART is Penning
ionisation [33]. The basic DART experiment utilises a strip with various metal
mesh spots where samples are deposited. The strip moves in front of hot helium
gas that flows through the sample/mesh. Hot, excited-state helium atoms pro-
duce reactive species which ionise the sample by an APCI-like mechanism
[31]. In the analysis of solid surfaces (food packaging, for example) the DART
probe is aimed at an angle towards the surface. Powder, pellets or pills can be
analysed directly with no sample preparation in the analysis of bulk substances
in forensic applications or drug fraud investigations. DART has been exten-
sively coupled to Orbitrap mass spectrometers and there is a long list of
references utilising the technology in the environmental, drug authenticity or
adulteration, food safety and forensic applications among many others (selected
examples: [34e41]).
Although paper spray ionisation has been used in custom research set-ups
since 2010 [42], the first commercial source was only recently introduced to
the market. It is an automated sample handling and ionisation source for mass
12 SECTION j I Instrumentation

spectrometry featuring PaperSpray, a simple method combining paper chro-


matography substrates (Whatman ET 31 grade) and ESI. When combined with
mass spectrometry, it’s a highly sensitive, selective and versatile approach to
screening and quantitating drugs from biological fluids. The analysis is simple
and is performed by first depositing a biological sample directly onto a
disposable PaperSpray cartridge (the Velox Sample Cartridge, VSC). The
sample is absorbed into the substrate, allowed to dry and inserted into the
Velox 360 autosampler for introduction to the mass spectrometer. The sample
spot is rewetted, and electrospray compatible solvent is added behind the
sample. The extraction solvent migrates through the sample by capillary ac-
tion, dissolving and eluting the analytes of interest. A high voltage is applied
to the cartridge to produce an electrospray plume for introduction into the MS.
For quantitative data, a labelled internal standard is added either to the liquid
sample or directly to the paper prior to sample addition. Advantages of the
technique are only a few microlitres of biofluid sample are needed and there is
virtually no sample preparation. It finds applications in the forensic, clinical
pharmaceutical and environmental fields. Most of the published material of
paper spray coupled to Orbitrap MS is in the field of clinical research and
forensic toxicology. The current literature for paper spray technology applied
to the agrochemical field consists of posters presented at the American Society
of Mass Spectrometry (ASMS) annual conferences, and only nominal mass
instruments have been used to this day. The technology has found useful ap-
plications in herbicide and pesticide monitoring, food fraud, fatty acid
profiling in oils and analysis of acids in beer hops, but so far with nominal
mass instruments.

4. WORKING MODES IN QUANTITATIVE ANALYSIS


Taking into consideration the range of Orbitrap MS instruments available in
the market, the Exactive family seems to be the preferred choice in environ-
mental, food, antidoping and forensic laboratories. The Q Exactive benchtop
instrument is looked upon as a flexible, high performing tool for both research
and routine workflows. A representation of the Q Exactive mass spectrometer
is shown in Fig. 1. Ions generated in the ion source enter the RF-lens through a
heated capillary, being then guided to the flatapole where they are redirected
by 90 degrees. This reduces instrument footprint and allows neutrals to be
removed before the ion stream enters the mass analyser. The hyperbolic
quadrupole allows the selection of ions in a broad mass window down to
0.4 amu, adding flexibility when going from targeted to nontargeted (full scan
mode) acquisitions modes. The C-Trap is an ion storage device linked to both
the Orbitrap mass analyser and HCD cell. The path followed depends on the
acquisition mode (full scan vs MS/MS).
Two main performance characteristics seem to be appealing for the ana-
lysts using this mass analyser: mass resolving power (up to 140,000 FWHM at
Orbitrap Mass Spectrometry: Evolution and Applicability Chapter j 1 13

FIGURE 1 Representation of the Q exactive mass spectrometer. 1, RF-lens; 2, flatapole; 3, hyper-


bolic quadrupole; 4, C-Trap; 5, HCD cell; 6, Orbitrap mass analyser.

m/z 200) and quantitation capabilities. The latter is crucial in laboratories


looking for an alternative to the classic triple quadrupole technology. As for
today, four main workflows can be used for the identification and quantitation
of compounds of interest:
1. Full scan combined with data-dependent MS/MS (FS/ddMS2)
In this workflow the user may or may not define a list of targeted pre-
cursor ions, but the analysis is performed in full scan mode. If any of the
indicated ions is detected, the instrument automatically performs an MS/MS
experiment, resuming then to full scan mode. Typically, the information
from the full scan experiment (precursor ions) is used for quantitation
purposes, while the MS/MS spectra can be used for identification. This
operating mode depends on the mass resolving power of the analyser for
selectivity.
2. Full scan combined with data-independent analysis (FS/DIA)
In this workflow, no target list is defined in the full scan experiment and
no compromise is defined in the MS/MS experiment. All ions are guided to
the HCD cell, independently from a threshold. The MS/MS spectrum
gathered will be a combination of different spectra generated in the HCD
cell and belonging to different precursor ions. This workflow can be used
for nontargeted analysis as well as quantitation.
3. Targeted single ion monitoring with data-dependent MS/MS (t-SIM/ddMS2)
In this workflow the user defines the list of targeted precursor ions
and the information generated only revolves around what has been listed
(targeted only). When detecting a targeted ion, the system performs
automatically an MS/MS experiment. The information from t-SIM
experiment is used for quantitation, while the MS/MS spectra can be used
for identification. This operating mode is particularly useful when the
complexity of the samples interfere with quantitation performed in full
scan mode.
14 SECTION j I Instrumentation
TABLE 2 Selected Examples of Publications Using the Q Exactive Mass Spectrometer (From 2012 to 2015), for the quantitation
of Small Molecules in the Areas of Food Safety, Environmental, Clinical and Forensic Toxicology

Working
Area Matrix Topic Workflow Mode References
Food safety Tomato, pepper, Pesticide analysis Screening and FS/ddMS2 [43]
orange and green tea quantitation
Food safety Fruits and vegetables Pesticide analysis Screening and FS/ddMS2 [44]
quantitation
Food safety Urine Synthetic steroid hormones Quantitation t-SIM/ddMS2 [45]
Food safety Dairy products Mycotoxins Quantitation FS/ddMS2 [46]

Food safety Leek, wheat and tea Multiclass contaminants Screening and FS/ddMS2 [47]
quantitation
Food safety Baby food Multiclass contaminants Screening and FS/ddMS2 [48]
quantitation
Food safety Bivalves Marine toxins Quantitation PRM [49]

Environmental Drinking and Nitrosamine Screening and FS [50]


wastewater quantitation
Environmental Wastewater Drug residues Quantitation FS/ddMS2 [51]

Environmental Surface water Pesticides and transformation Screening FS/ddMS2 [52]


products (TPs)
Environmental Surface water Iodinated contrast media and TPs Screening and FS/ddMS2 [53]
quantitation
Clinical research and Plasma Tamoxifen and metabolites Screening and FS [54]

Orbitrap Mass Spectrometry: Evolution and Applicability Chapter j 1


forensic toxicology quantitation
Clinical research and Caenorhabditis Dafachronic acid Quantitation PRM [55]
forensic toxicology elegans larvae
Toxicology and doping Equine plasma a-Cobratoxin Quantitation PRM [56]
Toxicology and Oral fluid 11-Nor-D9-tetrahydrocannabinol-9- Quantitation PRM [57]
doping carboxylic acid
Toxicology and Oral fluid D(9)-Tetrahydrocannabinol, Quantitation PRM [58]
doping 11-nor-9-carboxy-tetrahydrocannabinol,
cannabidiol and cannabinol
Toxicology and Urine Synthetic cathinones Quantitation PRM [59]
doping

15
16 SECTION j I Instrumentation

4. Parallel reaction monitoring


Parallel reaction monitoring is the closest scan mode to working with a
triple quadrupole mass analyser using selected reaction monitoring mode.
A list of targeted precursor ions, retention times and collision energies is
used, providing the most sensitive and selective quantitation results in very
complex matrices.
In general, having a simplified method development procedure, combined
to high selectivity and unique capability to detect nontargeted compounds,
makes such a platform very appealing. Several examples have been reported in
the literature in which the flexibility of the hardware is highlighted. Table 2
resumes examples of different quantitative workflows for the analyses of small
molecules in the areas of food safety, environmental, clinical and forensic
toxicology. In addition to the excellent quantitation capabilities when using
different workflows applied to different matrices and analytes [43e59], the
sensitivity demonstrated is also highlighted even when dealing with complex
matrices [56,58].

5. CONCLUSION
The use of LC-HRMS in the analysis of small molecules is expected to in-
crease within the coming years. This technique is clearly making a transition
from research to routine analysis due to the development of simplified hard-
ware. The improvement of crucial parameters such as sensitivity and full
compliance with regulatory guidelines make this technology as competitive
and appealing as a triple quadrupole mass analyserebased workflow.
Furthermore, the possibility to combine target, suspect and nontarget analysis
in the same run has facilitated the transition to HRMS.
Despite the recent advances, the identification of unknowns remains
challenging. In general, the process leading to the identification of an
elemental composition and/or structure not present on a database is still very
manual and, therefore, time-consuming. Developments targeting more
streamlined workflows for the identification of unknowns are expected for the
full exploitation of LC-HRMS capabilities.

REFERENCES
[1] A. Makarov, Anal. Chem. 72 (2000) 1156e1162.
[2] A. Makarov, E. Denisov, A. Kholomeev, W. Balschun, O. Lange, K. Strupat, S. Horning,
Anal. Chem. 78 (2006) 2113e2120.
[3] K.H. Kingdon, Phys. Rev. 21 (1923) 408e418.
[4] A. Makarov, Anal. Sci. 10 (2013) 26e33.
[5] A. Makarov, Theory and practice of the Orbitrap mass analyzer, in: R.E. March, J.F.J. Todd
(Eds.), Practical Aspects of Trapped Ion Mass Spectrometry, Volume IV: Theory and
Instrumentation, CRC Press, Boca Raton, FL, 2010, pp. 251e272.
Orbitrap Mass Spectrometry: Evolution and Applicability Chapter j 1 17

[6] M. Scigelova, A. Makarov, Fundamentals and advances of Orbitrap mass spectrometry, in:
R.A. Meyers (Ed.), Encyclopedia of Analytical Chemistry, John Wiley, Chichester, 2013.
[7] R.A. Zubarev, A. Makarov, Anal. Chem. 85 (11) (2013) 5288e5296.
[8] S. Eliuk, A. Makarov, Annu. Rev. Anal. Chem. 8 (2015) 61e80.
[9] J.V. Olsen, B. Macek, O. Lange, A. Makarov, S. Horning, M. Mann, Nat. Methods 4 (9)
(2007) 709e712.
[10] G. McAlister, W. Berggren, J. Griep-Raming, S. Horning, A. Makarov, D. Phanstiel, G.
Stafford, D. Swaney, J. Syka, V. Zabrouskov, J.J. Coon, Proteome Res. 7 (2008) 3127.
[11] K. Strupat, V. Kovtoun, H. Bui, R. Viner, G. Stafford, S.J. Horning, Am. Soc. Mass
Spectrom. 20 (2009) 1451.
[12] J.V. Olsen, J.C. Schwartz, J. Griep-Raming, M.L. Nielsen, E. Damoc, E. Denisov, O. Lange,
P. Remes, D. Taylor, M. Splendore, E.R. Wouters, M. Senko, A. Makarov, M. Mann, S.
Horning, Mol. Cell. Proteomics 8 (2009) 2759.
[13] A. Michalski, E. Damoc, O. Lange, E. Denisov, D. Nolting, M. Mueller, R. Viner, J.
Schwartz, P. Remes, M. Belford, J.J. Dunyach, J. Cox, S. Horning, M. Mann, A. Makarov,
Mol. Cell. Proteomics 11 (2012).
[14] O. Lange, E. Damoc, A. Wieghaus, A. Makarov, Int. J. Mass Spectrom. 369 (2014) 16e22.
[15] M. Senko, P. Remes, J. Canterbury, R. Mathur, Q. Song, S. Eliuk, C. Mullen, L. Earley, M.
Hardman, J. Blethrow, H. Bui, A. Specht, O. Lange, E. Denisov, A. Makarov, S. Horning, V.
Zabrouskov, Anal. Chem. 85 (24) (2013) 11710e11714.
[16] K.P. Bateman, M. Kellmann, H. Muenster, R. Papp, L. Taylor, J. Am. Soc. Mass Spectrom.
20 (2009) 1441.
[17] R. Rose, E. Damoc, E. Denisov, A. Makarov, A. Heck, Nat. Methods 9 (2012) 1084e1086.
[18] A. Michalski, E. Damoc, J.P. Hauschild, O. Lange, A. Wieghaus, A. Makarov, N. Nagaraj,
J. Cox, M. Mann, S. Horning, Mol. Cell. Proteomics 10 (9) (2011). M111.011015.
[19] R.A. Scheltema, J.P. Hauschild, O. Lange, D. Hornburg, E. Denisov, E. Damoc, A. Kuehn,
A. Makarov, M. Mann, Mol. Cell Proteomics 13 (2014) 3698e3708.
[20] P. Silcock, C. Cojocariu, D. Roberts, S. Quarmby, B. Guckenberger, J. Cole, J. Voss, A.
Peterson, J.P. Hauschild, O. Lange, N. Kwiecien, M. Westphall, J. Coon, A. Makarov, A
fully integrated GC orbitrap system opens a new chapter in GC-MS, in: Proceedings of 63rd
American Society for Mass Spectrometry, May 31eJune 4, 2015, St. Louis, Missouri, 2015.
[21] O. Núñez, H. Gallart-Ayala, P. Lucci, C.P.B. Martins (Eds.), Fast Liquid Chromatography-
Mass Spectrometry Methods in Food and Environmental Analysis, World Scientific Pub-
lishing Company, London, 2015.
[22] O. Núñez, H. Gallart-Ayala, C.P.B. Martins, E. Moyano, M.T. Galceran, Anal. Chem. 84
(12) (2012) 5316e5326.
[23] P.B. Fayad, M. Prevost, S. Sauve, Anal. Chem. 82 (2) (2010) 639e645.
[24] M. Boisvert, P.B. Fayad, S. Sauve, Anal. Chim. Acta 754 (2012) 75e82.
[25] A. Roy-Lachapelle, M. Solliec, M. Sinotte, C. Deblois, S. Sauve, Talanta 132 (2015)
836e844.
[26] J.A. Syage, M.D. Evans, K.A. Hanold, Am. Lab. 32 (2000) 24e29.
[27] L.C. Short, S.S. Cai, J.A. Syage, J. Am. Soc. Mass Spectrom. 18 (4) (2007) 589e599.
[28] K.O. Zhurov, L. Menin, T. Di Franco, Y. Tsybin, J. Am. Soc. Mass Spectrom. 26 (7) (2015)
1221e1232.
[29] T.J. Kauppila, H. Kersten, T. Benter, J. Am. Soc. Mass Spectrom. 26 (6) (2015) 1036e1045.
[30] Z. Takats, J.M. Wiseman, B. Gologan, R.G. Cooks, Science 306 (5695) (2004) 471e473.
[31] R.B. Cody, J.A. Laramée, H.D. Durst, Anal. Chem. 77 (8) (2005) 2297e2302.
[32] N. Strittmatter, R.A. During, Z. Takats, Analyst 137 (17) (2012) 4037e4044.
18 SECTION j I Instrumentation

[33] L. Song, S.C. Gibson, D. Bhandari, K.D. Cook, J.E. Bartmess, Anal. Chem. 81 (24) (2009)
10080e10088.
[34] M.C. Bridoux, A. Schwarzenberg, S. Schramm, J.C. Tabet, R.B. Cole, Direct analysis in real
time/Orbitrap mass spectrometry as a tool for the direct, global characterization and dif-
ferentiation of real explosive samples for forensic application, in: ASMS Sanibel Confer-
ence Proceedings, Clearwater, 2015.
[35] R.L. Self, J. Pharm. Biomed. Anal. 80 (2013) 155e158.
[36] S.E. Edison, L.A. Lin, B.M. Gamble, J. Wong, K. Zhang, Rapid Commun. Mass Spectrom.
25 (1) (2011) 127e139.
[37] L. Vaclavik, B. Belkova, Z. Reblova, K. Riddellova, J. Hajslova, Food Chem. 138 (4) (2013)
2312e2320.
[38] M. Farré, Y. Picó, D. Barceló, Anal. Chem. 85 (5) (2013) 2638e2644.
[39] E. Crawford, B. Musselman, Anal. Bioanal. Chem. 403 (10) (2012) 2807e2812.
[40] S.E. Edison, L.A. Lin, L. Parrales, Food Addit. Contam. Part A 28 (10) (2011) 1393e1404.
[41] T. Cajka, K. Riddellova, P. Zomer, H. Mol, J. Hajslova, Food Addit. Contam. Part A 28 (10)
(2011) 1372e1382.
[42] H. Wang, J. Liu, R.G. Cooks, Z. Ouyang, Chem. Int. Ed. Engl. 49 (5) (2010) 877e880.
[43] D. Gómez-Ramos, M.L. Rajski, H. Heinzen, A.R. Fernández-Alba, Anal. Bioanal. Chem.
407 (21) (2015).
[44] J. Wang, W. Chow, D. Leung, J. Chang, J. Agric. Food Chem. 60 (49) (2012) 12088e12104.
[45] P. Kumar, A. Rúbies, F. Centrich, M. Granados, N. Cortés-Francisco, J. Caixach, R.
Companyó, Anal. Chim. Acta 780 (2013) 65e73.
[46] W. Jia, X. Chu, Y. Ling, J. Huang, J. Chang, J. Chrom. A 1345 (2014) 107e114.
[47] Z. Dzuman, M. Zachariasova, Z. Veprikova, M. Godula, J. Hajslova, Anal. Chim. Acta 863
(2015) 29e40.
[48] W. Jia, X. Chu, Y. Ling, J. Huang, J. Chang, J. Chrom. A 1347 (2014) 122e128.
[49] A. Rúbies, E. Muñoz, D. Gibert, N. Cortés-Francisco, M. Granados, J. Caixach, F. Centrich,
J. Chrom. A 1386 (2015) 62e73.
[50] A.D. Ngongang, S. Vo Duy, S. Sauve, Anal. Methods 7 (2015).
[51] G. Fedorova, T. Randak, R.H. Lindberg, R. Grabic, Rapid Commun. Mass Spectrom. 27
(15) (2013) 1751e1762.
[52] C. Moschet, A. Piazzoli, H. Singer, J. Hollender, Anal. Chem. 85 (21) (2013) 10312e10320.
[53] B. Zonja, A. Delgado, S. Pérez, D. Barceló, Environ. Sci. Technol. 49 (6) (2015)
3464e3472.
[54] E. Dahmane, J. Boccard, C. Csajka, S. Rudaz, L. Décosterd, E. Genin, B. Duretz, M. Bromirski,
K. Zaman, B. Testa, B. Rochat, Anal. Bioanal. Chem. 406 (11) (2014) 2627e2640.
[55] T.M. Li, J. Chen, X. Li, X.J. Ding, Y. Wu, L.F. Zhao, S. Chen, X. Lei, M.Q. Dong, Anal.
Chem. 85 (19) (2013) 9281e9287.
[56] L. Bailly-Chouriberry, F. Cormant, P. Garcia, A. Kind, M.A. Popot, Y. Bonnaire, Anal.
Chem. 85 (10) (2013) 5219e5225.
[57] X. He, M. Kozak, S. Nimkar, Anal. Chem. 84 (18) (2012) 7643e7647.
[58] M. Concheiro, D. Lee, E. Lendoiro, M.A. Huestis, J. Chrom. A 1297 (2013) 123e130.
[59] M. Concheiro, S. Anizan, K. Ellefsen, M.A. Huestis, Anal. Bioanal. Chem. 405 (29) (2013)
9437e9448.
Chapter 2

Advances in Time-of-Flight
Mass Spectrometry
J.C. Fjeldsted
Agilent Technologies, Santa Clara, CA, United States
E-mail: john_fjeldsted@agilent.com

Chapter Outline
1. Introduction 19 2.5 Ion Detection 34
1.1 Basic Concepts of TOF-MS 20 2.6 High-Speed Digitisation 35
1.2 LC/MS Instrumentation 23 3. GC/MS Instrumentation 36
1.3 Application Demands 25 3.1 Via Electron Ionisation 37
2. Current Improvements in TOF 3.1.1 Current
Instrumentation 26 Developments 37
2.1 Ion Production 27 3.2 Via GC-APCI Interface to
2.2 Ion Sampling 28 LC/MS Systems 38
2.3 Resolving Power 30 3.3 The Future of GC-Based
2.3.1 Chromatographic TOF MS 39
Factor 31 4. IM-TOF-MS Adding Additional
2.3.2 Nonchromato- Dimensionality 40
graphic Factors 31 4.1 Historical Background and
2.3.3 Off-Axis Energy Basic Principles 40
Spread 31 5. Conclusion 47
2.3.4 Ion Mirror 32 Acknowledgement 47
2.3.5 Flight Path Length 32 References 48
2.4 Mass Accuracy 33

1. INTRODUCTION
Over the last decade, there has been a significant growth in the use of high-
resolution mass spectrometry (MS) for trace-level detection in environmental,
chemical, biological and life science applications, including applications such
as contaminants, impurities, pollutants, residual pesticides, metabolomics,

Comprehensive Analytical Chemistry, Vol. 71. http://dx.doi.org/10.1016/bs.coac.2016.01.002


Copyright © 2016 Elsevier B.V. All rights reserved. 19
20 SECTION j I Instrumentation

proteomics, lipidomics, pharmaceutical, biopharmaceutical and clinical di-


agnostics. In support of this growth, substantial improvements have been made
in the analytical performance and functionality of today’s mass spectrometers,
specifically increases in instrumental resolution, sensitivity and scan speeds.
Simultaneous advances in software for post-acquisition data analysis have
enabled targeted and untargeted analyses from a single MS acquisition.
High-resolution time-of-flight (TOF) instruments operate in clear contrast
to the high-resolution magnetic field instruments of the past, where high
resolution was often achieved for only a few target analytes due to the
constraints of how quickly the magnetic field could be scanned. Comple-
mentary to the targeted high-resolution magnetic field MS analyses of the
past, today’s TOF-MS workflows offer simultaneous high-resolution, high-
sensitivity and fast scan speeds that lead to information rich full-spectrum
acquisition methods for both targeted and untargeted analyses. Unbiased
TOF-MS data sets in turn lend themselves to various data analysis treatments
using inexpensive personal computers. Of substantial significance is the
ability to interrogate previously acquired data sets for essentially an unlim-
ited number of analytes. In addition, there are many areas of research where
data analysis methodologies are used to compare anywhere from two to many
thousands of high-resolution full-scan analyses with the purpose to determine
the untargeted correlation among the detected compounds across the various
samples.
This chapter provides a conceptual basis for TOF performance and high-
lights key instrumental developments that support the growth of a wide
spectrum of ultra-trace level (part-per-billion) analytical measurements.

1.1 Basic Concepts of TOF-MS


The concept of TOF mass analysis was first suggested by Stephens in 1946 in
an article titled ‘A pulsed mass spectrometer with time dispersion’ [1]. The
first TOF-MS (Fig. 1) was subsequently developed around 1948 by Cameron
and Eggers and referred to as a ‘velocitron’ [2]. Cameron and Eggers con-
trasted the ‘velocitron’ to the existing magnetic field instrument which ‘does
not lend itself readily to the instantaneously display of the entire spectrum’ and
‘is too slow when it is desirable to monitor a system in which the composition
is changing rapidly as a function of time’. Both of these concepts, the gen-
eration of full-spectra data and the use of TOF to achieve remarkable mass
analyser speed, remain at the center of why TOF instruments play an important
role in MS and its application to high-sensitivity analysis of high-performance
chromatographic separations.
In addition to highlighting major analytical directions for TOF-MS,
Cameron and Eggers also identified key design factors fundamental to the
performance for all TOF instrumentation. Their system incorporated many
functions found in today’s TOF instruments: electron impact ionisation, a
Another random document with
no related content on Scribd:
Rasborina [India] 1 „
Danionina [India]—
Barilius [India] 3 „
Abramidina [Palæarct., India, N. America]—
Pelotrophus 2 „
Kneriidæ 2 „
Osteoglossidæ [India, Australia, South America]—
Heterotis 1 „
Pantodontidæ 1 „
Notopteridæ [India] 2 „
255 species.

Out of the 39 families or groups of freshwater fishes 15 are


represented in the African region, or three more than in the Indian
region; however of two of them, viz., the Ophiocephalidæ and
Mastacembelidæ, a few species only have found their way into
Africa. On the other hand, the number of species is much less, viz.
255, which is only two-fifths of that of the known Indian species. The
small degree of specialisation and localisation is principally due to
the greater uniformity of the physical conditions of this continent, and
to the almost perfect continuity of the great river systems, which take
their origin from the lakes in its centre. This is best shown by a
comparison of the fauna of the Upper Nile with that of the West
African rivers. The number of species known from the Upper Nile
amounts to 56, and of these not less than 25 are absolutely identical
with West African species. There is an uninterrupted continuity of the
fish-fauna from west to the north-east, and the species known to be
common to both extremities may be reasonably assumed to inhabit
also the great reservoirs of water in the centre of the continent. A
greater dissimilarity is noticeable between the west and north-east
fauna on the one hand, and that of the Zambezi on the other; the
affinity between them is merely generic; and all the fishes hitherto
collected in Lake Nyassa have proved to be distinct from those of the
Nile, and even from those of other parts of the system of the
Zambezi.
Africa, unlike India, does not possess either alpine ranges or
outlying archipelagoes, the fresh waters of which would swell the
number of its indigenous species; but at a future time, when its fauna
is better known than at present, it is possible that the great difference
in the number of species between this and the Indian regions may be
somewhat lessened.
The most numerously-represented families are the Siluroids, with
61 species; the Cyprinoids, with 52; the Mormyridæ, with 51; the
Characinidæ, with 35; and the Chromides, with 29. There is not,
therefore, that great preponderance of the two first families over the
remaining, which we noticed in the Indian region; in Africa there is a
comparatively greater variety of distinct Freshwater types, imparting
to the study of its fauna an unflagging pleasure such as is scarcely
gained by the study of the other region. With the forms peculiar to it
there are combined those of India as well as South America.
In Tropical Africa there are still remnants of Ganoids: Protopterus
(Lepidosiren) annectens and Polypterus bichir, with the singularly
modified Calamoichthys. The two former range from east to west,
and are accompanied by an Osteoglossoid (Heterotis) which has
hitherto been found in the Nile and on the West Coast only.
Autochthont and limited to this region are the Mormyridæ,
Pantodontidæ, and Kneriidæ, a singular type, somewhat akin to the
Loaches. Of Siluroid genera the most characteristic are Synodontis,
Rhinoglanis, and the electric Malapterurus; of Characinoids,
Citharinus, Alestes, Xenocharax, Hydrocyon, Distichodon,
Ichthyborus.
The regions with which Africa (like India) has least similarity are,
again, the North American and Antarctic. Its affinity with the Europe-
Asiatic region consists only in having received, like this latter, a
branch of the Cyprinoids, the African Carps and Barbels resembling,
on the whole, more Indian than Europo-Asiatic forms. Its similarity to
Australia is limited to the two regions possessing Dipnoous and
Osteoglossoid types. But its relations to the two other regions of the
equatorial zone are near and of great interest.
1. Africa has, in common with India, the Siluroid group of Clariina,
the Silurina, and Bagrina; and more especially the small but very
natural family of Notopteridæ, represented by three species in India,
and by two on the west coast of Africa. It would be hazardous to
state at present in which of the two regions these fishes first made
their appearance, but the discovery of remains of Notopteridæ and
Silurina in tertiary deposits of Sumatra points to the Indian region as
their original home. We can have less doubt about the other fishes
common to both regions; they are clearly immigrants into Africa from
the East, and it is a remarkable fact that these immigrants have
penetrated to the most distant limits of Africa in the west as well as in
the south,—viz. the Labyrinthici, represented by two genera closely
allied to the Indian Anabas; the Ophiocephalidæ and
Mastacembelidæ, a few species of which have penetrated to the
west coast, singularly enough being absent from the eastern rivers;
the Ariina, represented by several species, of which one or two are
identical with Indian, having extended their range along the
intervening coasts to the east coast of Africa. The Cyprinoids also
afford an instance of an Indian species ranging into Africa, viz.
Discognathus lamta, which seems to have crossed at the southern
extremity of the Red Sea, as it is found in the reservoirs at Aden and
the hill-streams of the opposite coast-region of Abyssinia.
2. No such direct influx of species and genera has occurred from
South America into Africa. Yet the affinity of their Freshwater fishes
is striking. Two of the most natural families of fishes, the Chromides
and Characinidæ, are peculiar, and (with the exception of Etroplus)
restricted to them. The African and South American Dipnoi are
closely allied to each other. The Pimelodina, so characteristic of
Tropical America, have three representatives in Africa, viz.,
Pimelodus platychir, P. balayi, and Auchenoglanis biscutatus; the
Doradina are another Siluroid group restricted to these two
continents.[25] Yet, with all these points of close resemblance, the
African and South American series are, with the exception of the two
species of Pimelodus, generically distinct; which shows that the
separation of the continents must have been of an old date. On the
other hand, the existence of so many similar forms on both sides of
the Atlantic affords much support to the supposition that at a former
period the distance between the present Atlantic continents was
much less, and that the fishes which have diverged towards the East
and West are descendants of a common stock which had its home in
a region now submerged under some intervening part of that ocean.
Be this as it may, it is evident that the physical conditions of Africa
and South America have remained unchanged for a considerable
period, and are still sufficiently alike to preserve the identity of a
number of peculiar freshwater forms on both sides of the Atlantic.
Africa and South America are, moreover, the only continents which
have produced in Freshwater fishes, though in very different families,
one of the most extraordinary modifications of an organ—the
conversion, that is, of muscle into an apparatus creating electric
force.
C. The boundaries of the Tropical American (Neotropical)
Region have been sufficiently indicated in the definition of the
Equatorial zone. A broad and most irregular band of country, in
which the South and North American forms are mixed, exists in the
north; offering some peculiarities which deserve fuller attention in the
subsequent description of the relations between the South and North
American faunæ. The following Freshwater fishes inhabit this region:

Dipnoi [Australia, Africa]—
Lepidosiren paradoxa 1 species.
Polycentridæ 3 „
Chromides [Africa]—
Heros, Acara, Cichla, etc. 80 „
(Lucifuga 2 „)
Siluridæ—
Hypophthalmina 5 „
Pimelodina [Africa, 2 species] 70 „
Ariina [Africa, India, Australia, Fuegian] 35 „
Doradina [Africa] 60 „
Hypostomatina [India] 90 „
Aspredinina 9 „
Nematogenyina [Fuegian]— 2 „
Trichomycterina [Fuegian] 2 „
Stegophilina 3 „

Characinidae [Africa]—
Erythrinina 15 „
Curimatina 40 „
Anastomatina 25 „
Tetragonopterina 80 „
Hydrocyonina 30 „
Crenuchina 1 „
Serrasalmonina 35 „

Cyprinodontidæ—
Carnivoræ [Europe, Asia, N. America, India, Africa] 30 „
Limnophagæ 31 „
Osteoglossidæ [Africa, India, Australia] 2 „
Gymnotidæ 20 „
Symbranchidæ [India] 1 „
672 species.

Out of the 39 families or groups of Freshwater fishes, 9 only are


represented in the Tropical American region. This may be accounted
for by the fact that South America is too much isolated from the other
regions of the Equatorial zone to have received recent additions to
its fauna. On the other hand, the number of species exceeds that of
every other region, even of the Indian, with which, in regard to the
comparative development of families, the Neotropical region shows
great analogy, as will be seen from the following Table:—
INDIAN. NEOTROPICAL.
Siluridæ 200 sp. Siluridæ 276 sp.
Cyprinidæ 330 sp. Characinidæ 226 sp.
Labyrinthici 25 sp. Chromides 80 sp.
Ophiocephalidæ 30 sp. Cyprinodontidæ 60 sp.
Mastacembelidæ 10 sp. Gymnotidæ 20 sp.

In both regions the great number of species is due to the


development of numerous local forms of two families, the
Characinidæ taking in the New World the place of the Cyprinidæ of
the Old World. Thereto are added a few smaller families with a
moderately large number of species, which, however, is only a
fraction of that of the leading families, the remainder of the families
being represented by a few species only. The number of genera
within each of the two regions of the two principal families is also
singularly alike; the Indian region having produced about 45 Siluroid
and as many Cyprinoid genera, whilst the Neotropical region is
tenanted by 54 Siluroid and 40 Characinoid genera. These points of
similarity between the two regions cannot be accidental; they
indicate that agreement in their physical and hydrographical features
which in reality exists.
Of Ganoids, we find in Tropical America one species only,
Lepidosiren paradoxa, accompanied by two Osteoglossoids
(Osteoglossum bicirrhosum and Arapaima gigas).
Autochthont and limited to this region are the Polycentridæ, all
the non-African genera of Chromides and Characinidæ; of Siluroids,
the Hypophthalmina, Aspredinina, and Stegophilina, and the majority
of Pimelodina, Hypostomatina, and Doradina; the herbivorous
Cyprinodonts or Limnophagæ, and numerous insectivorous
Cyprinodonts or Carnivoræ; and the Gymnotidæ (Electric eel).
The relations to the other regions are as follows:—
1. The resemblances to the Indian and Tropical Pacific regions
partly date from remote geological epochs, or are partly due to that
similarity of physical conditions to which we have already referred.
We have again to draw attention to the unexplained presence in
South America of a representative of a truly Indian type (not found in
Africa), viz. Symbranchus marmoratus. On the other hand, a direct
genetic affinity exists between the Neotropical and African regions,
as has been noticed in the description of the latter, a great part of
their freshwater fauna consisting of descendants from a common
stock.
2. A comparison of the specifically Neotropical with the
specifically North American types shows that no two regions can be
more dissimilar. It is only in the intervening borderland, and in the
large West Indian Islands, that the two faunæ mix with each other.
We need not enter into the details of the physical features of Central
America and Mexico—the broken ground, the variety of climate
(produced by different altitudes) within limited districts, the hot and
moist alluvial plains surrounding the Mexican Gulf, offer a diversity of
conditions most favourable to the intermixture of the types from the
north and the south. But yet the exchange of peculiar forms appears
to be only beginning; none have yet penetrated beyond the
debatable ground, and it is evident that the land-connection between
the two continents is of comparatively recent date: a view which is
confirmed by the identity of the marine fishes on both sides of
Central America.
Cuba—and this is the only island in the West Indies which has a
number of freshwater fishes sufficient for the determination of its
zoo-geographical relations—is inhabited by several kinds of a perch
(Centropomus), freshwater mullets, Cyprinodonts, one species of
Chromid (an Acara), and Symbranchus marmoratus. All these fishes
are found in Central America, and as they belong to forms known to
enter brackish water more or less freely, it is evident that they have
crossed from the mainland of South America or from Central
America. But with them there came a remarkable North American
type, Lepidosteus. Lepidosteus viridis, which is found in the United
States, has penetrated on the mainland to the Pacific coast of
Guatemala, where it is common at the mouth of the rivers and in
brack-water lakes along the coast; it probably crossed into Cuba
from Florida. A perfectly isolated type of fishes inhabits the
subterranean waters of the caves of Cuba (two species of Lucifuga).
The eyes are absent or quite rudimentary, as in most other cave
animals. Singularly, it belongs to a family (Ophidiidæ), the members
of which are strictly marine; and its nearest ally is a genus, Brotula,
the species of which are distributed over the Indo-Pacific Ocean, one
only occurring in the Caribbean Sea. This type must have witnessed
all the geological changes which have taken place since Cuba rose
above the surface of the sea.
A similar mixture of forms of the Tropical and Temperate types of
Freshwater fishes takes place in the south of South America; its
details have not yet been so well studied as in the north; but this
much is evident that, whilst in the East Tropical forms follow the
Plate river far into the Temperate region, in the West the Temperate
Fauna finds still a congenial climate in ranges of the Andes, situated
close to, or even north of, the Tropic.
Like the Indian region, the Tropical American has a peculiar
Alpine Fauna, the Freshwater fishes of which, however, belong to
the Siluroids and Cyprinodonts. The former are small, dwarfed forms
(Arges, Stygogenes, Brontes, Astroblepus, Trichomycterus,
Eremophilus), and have a perfectly naked body, whilst the
representatives in the lowlands of, at least, the first four genera are
mailed. The Alpine Cyprinodonts, on the other hand, (Orestias)
exceed the usual small size of the other members of this family, are
covered with thick scales, but have lost their ventral fins. Some of
these Alpine forms, like Trichomycterus, follow the range of the
Andes far into the southern temperate region. The majority reach to
a height of 15,000 feet above the level of the sea, and a few are
found still higher.
D. The Tropical Pacific Region includes all the islands east of
Wallace’s Line, New Guinea, Australia—with the exception of its
south-eastern portion,—and all the islands of the Tropical Pacific to
the Sandwich group. Comparing the area of this region with that of
the others, we find it to be not only the poorest in point of the number
of its species generally, but also in that of the possession of peculiar
forms, as will appear from the following list:—
Dipnoi [Neotrop., Africa.]
Ceratodus 2 species.
Percidæ [Cosmopol.]—
Lates (calcarifer) [India] 1 „
Nannoperca 1 „
Oligorus [New Zealand] 1 „
Dules [India] 8 „
(Macquaria) 1 „
Labyrinthici—
Anabas (scandens) [India] 1 „
Ophiocephalidæ—
Ophiocephalus (striatus) [India] 1 „
Atherinidæ [Brack-water]—
Atherinichthys 2 „
Osteoglossidæ [India, Africa, Neotrop.] 1 „
Siluridæ—
Plotosina [India] 9 „
Ariina [India, Africa, Neotrop.] 7 „
Symbranchidæ—
Monopterus (javanicus) [India] 1 „
Total 36 species.

The paucity of freshwater fishes is due, in the first place, to the


arid climate and the deficiency of water in the Australian continent,
as well as to the insignificant size of the freshwater courses in the
smaller islands. Still this cannot be the only cause: the large island of
Celebes, which, by its mountainous portions, as well as by its
extensive plains and lowlands, would seem to offer a favourable
variety of conditions for the development of a freshwater Fauna is,
as far as has been ascertained, tenanted by seven Freshwater
fishes only, viz. 2 Arius, 2 Plotosus, 1 Andbas, 1 Ophiocephalus, 1
Monopterus, all of which are the commonest species of the Indian
region. New Guinea has not yet been explored, but, from the faunæ
nearest to this island, we expect its freshwater fishes will prove to be
equally few in number, and identical with those of Celebes and North
Australia; a supposition confirmed by the few small collections which
have reached Europe. Finding, then, that even those parts of this
region, which are favourable to the development of Freshwater
fishes, have not produced any distinct forms, and that the few
species which inhabit them, are unchanged, or but slightly modified
Indian species, we must conclude that the whole of this area has
remained geologically isolated from the other regions of this zone
since the commencement of the existence of Teleostei; and that, with
the exception of Ceratodus and Osteoglossum, the immigration of
the other species is of very recent date.
Fossil remains of Ceratodus have been found in Liassic and
Triassic formations of North America, England, Germany, and India;
and it is, therefore, a type which was widely spread in the Mesozoic
epoch. Although it would be rash to conclude that its occupation of
Australia dates equally far back, for it may have reached that
continent long afterwards; yet it is evident that, as it is one of the
most ancient of the existing types, so it is certainly the first of the
Freshwater fishes which appeared in Australia. Osteoglossum, of
which no fossil remains yet have been found, is proved by its
distribution to be one of the oldest Teleosteous types. There must
have been a long gap of time before these ancient types were joined
by the other Teleostei. All of them migrated through the intervening
parts of the ocean from India. Most of the Plotosina, some of the Arii,
Dules, and the Atherinichthys, also Nannoperca (allied to Apogon),
were among the earliest arrivals, being sufficiently differentiated to
be specifically or even generically (Cnidoglanis, Nannoperca)
distinguished; but some others, like Anabas scandens, Lates
calcarifer, Dules marginatus, must have reached the Australian
continent quite recently, for they are indistinguishable from Indian
specimens.
In South-western Australia a mingling of the scanty fauna with
that of the southern temperate parts takes place. Oligorus
macquariensis (The Murray Cod), which has a congener on the
coast of New Zealand, ascends high up the Murray river, so that we
cannot decide whether this Percoid should be located in the Tropical
or Temperate part of Australia. Several Galaxias also extend to the
confines of Queensland, and will probably some day be found
members of this region.
In the smaller Pacific islands the Freshwater fishes exhibit a
remarkable sameness: two or three species of Dules, several Eels,
an Atherine, or some Gobies, Mullets, and other fishes which with
equal readiness exchange fresh for salt water, and which would at
once reach and occupy any streams or freshwater lakes that may be
formed on an island.
The Sandwich Islands are the only group among the smaller
islands which are tenanted by a Siluroid, a species of Arius, which is
closely allied to Central American species, and, therefore, probably
immigrated from Tropical America.

II. Northern Zone.


The boundaries of the Northern Zone coincide in the main with
the northern limit of the Equatorial Zone; but at three different points
they overlap the latter, as has been already indicated. This happens
in, and east of, Syria, where the mixed faunæ of the Jordan and the
rivers of Mesopotamia demand the inclusion of this territory into the
Northern Zone as well as the Equatorial; in the island of Formosa,
where a Salmonoid and several Japanese Cyprinoids flourish; and in
Central America, where a Lepidosteus, a Cyprinoid (Sclerognathus
meridionalis), and an Amiurus (A. meridionalis) represent the North
American fauna in the midst of a host of tropical forms.
A separate Arctic Zone does not exist for Freshwater fishes;
ichthyic life becomes extinct towards the pole as soon as the fresh
water remains frozen throughout the year, or thaws for a few weeks
only; and the few fishes which extend into high latitudes, in which
lakes are open for two or three months in the year, belong to types in
no wise differing from those of the more temperate south. The
highest latitude at which fishes have been obtained is 82° lat. N.,
whence the late Arctic Expedition brought back specimens of Charr
(Salmo arcturus and Salmo naresii).
The ichthyological features of this zone are well marked: the
Chondrosteous Ganoids or Sturgeons, and the families of
Salmonidæ and Esocidæ are limited to, and characteristic of, it;
Cyprinoids flourish with the Salmonoids, both families
preponderating in numbers over the others, whilst the Siluroids are
few in number and in variety.
The two regions in which this zone is divided are very closely
related to one another, and their affinity is not unlike that which
obtains between the sub-regions of the Southern Zone. The
subjoined list will show their close agreement with regard to families
as well as species. Several of the latter are common to both, viz.—
Acipenser sturio, A. maculatus, Perca fluviatilis, Gastrosteus
pungitius, Salmo salar, Esox lucius, Lota vulgaris, Petromyzon
marinus, P. fluviatilis, and P. branchialis; and all recent investigations
have resulted in giving additional evidence of the affinity, and not of
the diversity of the two regions.
In Europe and temperate Asia, as well as in North America,
mountain ranges elevated beyond the line of perpetual snow would
seem to offer physical conditions favourable for the development of a
distinct alpine fauna. But this is not the case, because the difference
of climate between the mountain districts and the lowlands is much
less in this zone than in the Equatorial. Consequently the alpine
freshwater fishes do not essentially differ from those of the plains;
they are principally Salmonoids; and in Asia, besides, mountain-
barbels and Loaches. Salmo orientalis was found by Griffith to
abound in the tributaries of the Bamean river at an altitude of about
11,000 feet.
Europo- N. American.
Asiatic.
Acipenseridæ—
Acipenser 9 species. 12 species.
Scaphirhynchus 2 „ 1 „
Polyodon 1 „ 1 „
Lepidosteidæ 0 „ 3 „
Amiidæ 0 „ 1 „
Percina [Cosmopol.] 10 „ 30 „
Grystina [Australia, New Zealand] 0 „ 2 „
Centrarchina 0 „ 26 „
Aphredoderidæ 0 „ 1 „
Cottidæ [partly marine]—
Cottus 3 „ 8 „
Ptyonotus 0 „ 1 „
Gastrosteidæ 5 „ 5 „
Comephoridæ 1 „ 0 „
Gadidæ [marine]—
Lota 1 „ 1 „
Siluridæ—
Silurina [India, Africa] 5 „ 0 „
Bagrina 2 „ 0 „
Amiurina 1 „ 17 „
Salmonidæ 90 „ 45 „
Percopsidæ 0 „ 1 „
Esocidæ 1 „ 7 „
Umbridæ 1 „ 1 „
Cyprinodontidæ Carnivoræ [India, Africa, 9 „ 30 „
Neotrop.]
Heteropygii 0 „ 2 „
Cyprinidæ—
Catostomina 1 „ 25 „
Cyprinina [India, Africa] 80 „ 30 „
Leuciscina 60 „ 70 „
Rhodeina 10 „ 0 „
Abramidina [India, Africa] 44 „ 10 „
Cobitidina [India] 20 „ 0 „
Hyodontidæ 0 „ 1 „
Petromyzontidæ [Southern Zone] 4 „ 8 „
360 species. 339 species.

A. The Europo-Asiatic (Palæarctic) Region.—Its western and


southern boundaries coincide with those of the Northern Zone, so
that only those which divide it from North America have to be
indicated. Behring’s Strait and the Kamtschatka Sea have been
conventionally taken as the boundary, but this is shown to be
artificial by the fact that the animals of both coasts, as far as they are
known at present, are not sufficiently distinct to be referred to two
distinct regions. As to the freshwater fishes those of North-western
America and of Kamtschatka are but imperfectly known, but there
can be little doubt that the same agreement exists between them as
is the case with other classes of animals. The Japanese islands
exhibit a decided Palæarctic fish-fauna, which includes Barbus and
Cobitioids, forms strange to the North American fauna. A slight influx
of tropical forms is perceived in the south of Japan, where two
Bagrina (Pseudobagrus aurantiacus and Liocassis longirostris) have
established themselves for a considerable period, for both are
peculiar to the island, and have not been found elsewhere.
In the east, as well as in the west, the distinction between the
Europo-Asiatic and North American regions disappears almost
entirely the farther we advance towards the north. Of four species of
the genus Salmo known from Iceland, one (S. salar) is common to
both regions, two are European (S. fario and S. alpinus), and one is
a peculiarly Icelandic race (S. nivalis). As far as we know the
Salmonoids of Greenland and Baffin’s Land they are all most closely
allied to European species, though they may be distinguished as
local races.
Finally, as we have seen above, the Europo-Asiatic fauna
mingles with African and Indian forms in Syria, Persia, and
Afghanistan. Capoëta, a Cyprinoid genus, is characteristic of this
district, and well represented in the Jordan and rivers of
Mesopotamia.
Assuming that the distribution of Cyprinoids has taken its origin
from the alpine tract of country dividing the Indian and Palæarctic
regions, we find that this type has found in the temperate region as
equally favourable conditions for its development as in the tropical.
Out of the 360 species known to exist in the Palæarctic regions, no
less than 215 are Cyprinoids. In the countries and on the plateaus
immediately joining the Himalayan ranges those mountain forms
which we mentioned as peculiar to the Indian Alps abound and
extend for a considerable distance towards the west and east, mixed
with other Cyprinina and Cobitidina. The representatives of these
two groups are more numerous in Central and Eastern Asia than in
Europe and the northern parts of Asia, where the Leuciscina
predominate. Abramidina or Breams are more numerous in the south
and east of Asia, but they spread to the extreme north-western and
northern limits, to which the Cyprinoid type reaches. The Rhodeina
are a small family especially characteristic of the East, but with one
or two off-shoots in Central Europe. Very significant is the
appearance in China of a species of the Catostomina, a group
otherwise limited to North America.
The Cyprinoids, in their dispersal from the south northwards, are
met from the opposite direction by the Salmonoids. These fishes are,
without doubt, one of the youngest families of Teleostei, for they did
not appear before the Pliocene era; they flourished at any rate during
the glacial period, and, as is testified by the remnants which we find
in isolated elevated positions, like the Trout of the Atlas, of the
mountains of Asia-Minor, and of the Hindu Kush, they spread to the
extreme south of this region. At the present day they are most
numerously represented in its northern temperate parts; towards the
south they become scarcer, but increase again in numbers and
species, wherever a great elevation offers them the snow-fed waters
which they affect. In the rivers of the Mediterranean Salmonoids are
by no means scarce, but they prefer the upper courses of those
rivers, and do not migrate to the sea.
The Pike, Umbra, several species of Perch and Stickleback, are
also clearly autochthont species of this region. Others belong to
marine types, and seem to have been retained in fresh water at
various epochs: thus the freshwater Cottus (Miller’s Thumb); Cottus
quadricornis, which inhabits lakes of Scandinavia, whilst other
individuals of the same species are strictly marine; the Burbot (Lota
vulgaris); and the singular Comephorus, a dwarfed and much-
changed Gadoid which inhabits the greatest depths of Lake Baikal.
Remnants of the Palæichthyic fauna are the Sturgeons and
Lampreys. The former inhabit in abundance the great rivers of
Eastern Europe and Asia, periodically ascending them from the sea;
their southernmost limits are the Yangtse-kiang in the east, and
rivers flowing into the Adriatic, Black and Caspian Seas, and Lake
Aral, towards the centre of this region. None are known to have gone
beyond the boundaries of the Northern Zone. If the Lampreys are
justly reckoned among Freshwater fishes, their distribution is unique
and exceptional. In the Palæarctic region some of the species
descend periodically to the sea, whilst others remain stationary in the
rivers; the same has been observed in the Lampreys of North
America. They are entirely absent in the Equatorial Zone, but
reappear in the Temperate Zone of the Southern Hemisphere. Many
points of the organisation of the Cyclostomes indicate that they are a
type of great antiquity.
The remaining Palæarctic fishes are clearly immigrants from
neighbouring regions: thus Silurus, Macrones, and Pseudobagrus
from the Indian region; Amiurus (and, as mentioned above,
Catostomus) from North America. The Cyprinodonts are restricted to
the southern and warmer parts; all belong to the carnivorous
division. The facility with which these fishes accommodate
themselves to a sojourn in fresh, brackish, or salt water, and even in
thermal springs, renders their general distribution easily
comprehensible, but it is impossible to decide to which region they
originally belonged; their remains in tertiary deposits round the
Mediterranean are not rare.

B. The boundaries of the North American or Nearctic Region


have been sufficiently indicated. The main features and the
distribution of this fauna are identical with those of the preceding
region. The proportion of Cyprinoid species to the total number of
North-American fishes (135:339) appears to be considerably less
than in the Palæarctic region, but we cannot admit that these figures
approach the truth, as the Cyprinoids of North America have been
much less studied than those of Europe; of many scarcely more than
the name is known. This also applies in a great measure to the
Salmonoids, of which only half as many as are found in the
Palæarctic region have been sufficiently described to be worthy of
consideration. North America will, without doubt, in the end show as
many distinct races as Europe and Asia.
Cyprinoids, belonging to genera living as well as extinct, existed
in North America in the tertiary period. At present, Cyprinina,
Leuciscina, and Abramidina are well represented, but there is no
representative of the Old World genus Barbus, or of the
Cobitidina[26]; Rhodeina are also absent. On the other hand, a well-
marked Cyprinoid type is developed—the Catostomina, of which one
species has, as it were, returned into Asia. Very characteristic is the
group of Centrarchina, allied to the Perch, of which there are some
thirty species; two Grystina. Of the Sticklebacks there are as many
species as in Europe, and of Pike not less than seven species have
been distinguished. Umbra appears to be as local as in Europe.
Some very remarkable forms, types of distinct families, though
represented by one or two species only, complete the number of
North American autochthont fishes—viz., Aphredoderus, Percopsis,
Hyodon, and the Heteropygii (Amblyopsis and Chologaster). The last
are allied to the Cyprinodonts, differing from them in some points of
the structure of their intestines. The two genera are extremely
similar, but Chologaster, which is found in ditches of the rice-fields of
South Carolina, is provided with eyes, and lacks the ventral fins.
Amblyopsis is the celebrated Blind Fish of the Mammoth Cave of
Kentucky: colourless, eyeless, with rudimentary ventral fins, which
may be occasionally entirely absent.
A peculiar feature of the North American Fish Fauna is that it has
retained, besides the Sturgeons and Lampreys, representatives of
two Ganoid families, Lepidosteus and Amia. Both these genera
existed in tertiary times: the former occurs in tertiary deposits of
Europe as well as North America, whilst fossil remains of Amia have
been found in the Western Hemisphere only.
It is difficult to account for the presence of the Amiurina in North
America. They form a well-marked division of the Bagrina, which are
well represented in Africa and the East Indies, but absent in South
America; it is evident, therefore, they should not be regarded as
immigrants from the south, as is the case with the Palæarctic
Siluroids. Nor, again, has the connection between South and North
America been established sufficiently long to admit of the
supposition that these Siluroids could have spread in the interval
from the south to the northern parts of the continent, for some of the
species are found as far north as Pine Islands Lake (54° lat. N.)[27]

III. Southern Zone.


The boundaries of this zone have been indicated in the
description of the Equatorial Zone; they overlap the southern
boundaries of the latter in South Australia and South America, but
we have not at present the means of exactly defining the limits to
which southern types extend northwards. This zone includes
Tasmania with at least a portion of South-eastern Australia
(Tasmanian sub-region), New Zealand and the Auckland Islands
(New Zealand sub-region), and Chili, Patagonia, Terra del Fuego,
and the Falkland Islands (Fuegian sub-region). No freshwater fishes
are known from Kerguelen’s Land, or from islands beyond 55° lat. S.
The southern extremity of Africa has to be excluded from this zone
so far as Freshwater fishes are concerned.
This zone is, with regard to its extent as well as to the number of
species, the smallest of the three; yet its ichthyological features are
well marked; they consist in the presence of two peculiar families,
each of which is analogous to a northern type, viz. the
Haplochitonidæ, which represent the Salmonidæ, Haplochiton being
the analogue of Salmo, and Prototroctes that of Coregonus; and the
Galaxiidæ, which are the Pikes of the Southern Hemisphere.
Although geographically widely separate from each other, the
Freshwater fishes of the three divisions are nevertheless so closely
allied that conclusions drawn from this group of animals alone would
hardly justify us in regarding these divisions as sub-regions. One
species of Galaxias (G. attenuatus) and the three Lampreys are
found in all three, or at least two, sub-regions.

Freshwater Fishes of the Southern Zone.


Tasmanian. N. Zealand. Fuegian.
Percichthys ... ... 3
Siluridæ—
Diplomystax ... ... 1
Nematogenys ... ... 1
Trichomycterina [Neotrop.] ... ... 5
Gadopsidæ 1 ... ...
(Retropinna ... 1 ...)
Haplochitonidæ 1 1 1
Galaxiidæ 6 5 4
Petromyzontidæ 3 1 3
11 8 18

But little remains to be added in explanation of this list;


Percichthys is in Chili the autochthont form of the cosmopolitan
group of Percina. Diplomystax, an Arioid fish of Chili, and
Nematogenys seem to have crossed the Andes from Tropical
America at a comparatively early period, as these genera are not
represented on the eastern side of South America; the
Trichomycterina occur on both sides of the Andes, which they
ascend to a considerable height. Retropinna is a true Salmonoid,
allied to, and representing in the Southern Hemisphere the Northern
Smelt, Osmerus. In both these genera a part of the specimens live in
the sea, and ascend rivers periodically to spawn; another part
remain in rivers and lakes, where they propagate, never descending
to the sea, this freshwater race being constantly smaller than their
marine brethren. That this small Teleostean of the Northern
Hemisphere should reappear, though in a generically modified form,
in New Zealand, without having spread over other parts of the
Southern Zone, is one of the most remarkable, and at present
inexplicable facts of the geographical distribution of freshwater
fishes.
Fig. 104.—Haplochiton zebra, Straits of Magelhæn.

You might also like