The randomness of tissue structures results in fast depolarization of polarized light propagating in tissues; thus, for many optical imaging methods, such as diffusion optical tomography, polarization effects are usually ignored.1–6 However, in certain tissues and cell structures (transparent tissues, such as eye tissues, cellular monolayers, mucous membrane, and superficial skin layers), the degree of polarization of transmitted or reflected light remains measurable even when the tissue has a considerable thickness.2–29 Information about tissue structure can be extracted from the registered depolarization degree of initially polarized light, the transformation of the polarization state, or the appearance of a polarized component in the scattered light.
In regard to the practical implication of the polarization method, its gating ability to select ballistic photons from diffuse ones gives rise to simplified schemes of optical medical tomography compared with time-resolved methods and provides enhanced image contrast and resolution, as well as additional information about the structure, absorption inclusions, and blood supply in tissues.8–10,15,23–29
In addition to the long and successful history of polarimetry as a comprehensive tool for the study of different materials,30–36, its earlier achievements included characterization of transparent bacterial37–41 and red blood cell (RBC)42 suspensions and examination of clear tissues, such as the eye cornea,43–46 lens,47 and retinal nerve fibers;48,49 recently, this old research field was significantly driven by innovations in polarization measuring technologies, computing, and perspectives of widespread biomedical applications.5–29,50–95 Among the driving forces for improvement of measurement accuracy on the background of multiple scattering and simultaneous existence of different polarization effects are polarization gating in CW and pulsed modes, utilizing the full description of polarized light by amplitude (, Jones) or intensity ( or Mueller matrices) and the Mueller matrix decomposition technique, application of the concept of Poincaré sphere, and exploiting the polarization-sensitive optical coherence tomography (PS-OCT).
In this review-tutorial paper, we present the fundamentals of polarized light interaction with biological tissues and some of the recent key polarization optical methods that made possible the quantitative studies essential for biomedical diagnostics, as well as examples and a brief review of the cutting-edge PS measuring techniques for early pathology diagnostics. We also demonstrate the substantial improvement of tissue intrinsic polarization properties by elimination of multiple scattering effects at optical clearing.
Fundamentals of Polarized Light Scattering
A polarized light at incidence on an object can be presented as two orthogonal linear polarization components of the incident light field parallel () and perpendicular () to the scattering plane as is shown in Fig. 1. This figure illustrates the geometry of the scattering of light by an object (a particle representing the elementary component of a tissue or a cell). Here, the incident light beam, , is parallel to the -axis, and and are the scattering angles in the scattering plane and in the plane perpendicular to the scattering plane, respectively.96 Within the detector plane located at a distance from the origin along the vector , two orthogonal polarization components, and , of the scattered light create a specific polarization state depending on amplitudes and phase shifts between components.
The transformation of an arbitrary polarized light (linear, circular, or elliptical) by a scattering particle can be described using a linear relationship between the incident and the scattered field components,5,15,22,30–38,96–101Fig. 1).
The complex numbers through are the elements of the amplitude scattering matrix (-matrix) or Jones matrix. They each depend on the scattering and azimuthal angles and , and contain information about the scatterer. Both amplitude and phase must be measured to quantify the amplitude scattering matrix. Polarimetric experimental methods are available to determine the Jones matrix elements of transparent optical materials without sign ambiguity.102 For scattering tissues, the direct measurements of Jones matrix elements can be done using a two-frequency Zeeman laser, which produces two laser lines with a small frequency separation () and orthogonal linear polarizations,38 or by the OCT technique.15,103
However, more often, Stokes or Mueller polarimeters based on intensity measurements of polarized light are used.5,15,21,22,30–38,87,91,92,96–101,104–108 In that case, light of an arbitrary polarization can be represented by four numbers known as the Stokes parameters, , and (), where refers to the intensity of the light, and the parameters , and represent the extent of the horizontal linear, 45 deg linear, and circular polarization, respectively.22,30,96,107 In polarimetry, the Stokes vector of a light beam is constructed based on six flux measurements obtained with different polarization analyzers in front of the detector,
The Stokes vector for a partially polarized beam () can be considered as a superposition of a completely polarized Stokes vector and an unpolarized Stokes vector , which are uniquely related to as follows:33,109
The polarized portion of the beam represents a net polarization ellipse traced by the electric field vector as a function of time. The ellipse has a magnitude of the semimajor axis , semiminor axis , orientation of the major axis (azimuth of the ellipse) measured counterclockwise from the axis,
The ellipticity is the ratio of the minor to the major axes of the corresponding electric field polarization ellipse and varies from 0 for linearly polarized light to 1 for circularly polarized light.
In the far field, the polarization of the scattered light from an object (Fig. 1) is described by the Stokes vector connected with the Stokes vector of the incident light by the matrix equation , where is the normalized scattering matrix (intensity or Mueller matrix),96
Elements of the light-scattering matrix (LSM) depend on the scattering angle , the wavelength, and the geometrical and optical parameters of the object. Element is what is measured when the incident light is unpolarized; its angular dependence is the phase function of the scattered light; it is much less sensitive to chirality and long-range structure than some of the other matrix elements.38,96 Element is obtained by measuring the total scattered intensity for a horizontally linearly polarized incoming beam and subtracting the total scattered intensity for a vertically linearly polarized incoming beam from this; displays the ratio of depolarized light to the total scattered light (a good measure of the scatterers’ nonsphericity); displays the transformation of the 45 deg obliquely polarized incident light to circularly polarized scattered light (which is a unique characteristic for various tissues and cells); the difference between elements and is a good measure of the scatterers’ nonsphericity as well.
The polarization elements used in polarimeters, such as polarizers, retarders, and depolarizers, as well as the objects under study, such as tissues and cell layers or suspensions, have three general polarization properties: depolarization, retardance, and diattenuation.18–22,30–37,109 A typical object displays some amount of all three properties. Depolarization describes the coupling by an object of incident polarized light into depolarized light in the exiting beam. Depolarization typically occurs when light transmits through or scatters from tissue. Depolarization is intrinsically associated with scattering and a loss of coherence in the polarization state.109 A depolarization coefficient can be defined as the fraction of unpolarized power in the exiting (scattering) beam when the polarized light is incident; is generally a function of the incident polarization state.
Retardance is the phase change an object introduces between its two orthogonal polarization eigenstates. For materials with a linear birefringence, which is defined as the refractive index difference between wave components propagating along the slow () and fast () axes, , light propagation over a distance introduces a linear retardation expressed in radians as22,109
A circular retardance appears when two orthogonal polarization eigenstates are counter-rotating circular ones. The origin of the eigenstates is a circular birefringence, which is observed in media lacking any mirror symmetry, like solutions of chiral molecules where only one enantiomer is present.22 When a linearly polarized wave propagates in such a medium along a distance , its polarization remains linear, but it is rotated by an angle called optical rotation or optical activity,
Diattenuation (dichroism) arises when the intensity transmittance of an object is a function of the incident polarization state.109 The diattenuation of an object is defined in terms of the maximum, , and minimum, , intensity transmittances,
In terms of the Stokes vector and Mueller matrix (LSM) elements, these basic parameters can be expressed as follows. If the degree of polarization of a light field remains at unity after transformation by an optical system, this system is nondepolarizing; otherwise, the system is depolarizing, with the depolarization being a function of input polarization,105,106Fig. 1); is the orientation of the ellipse [Eq. (7)] corresponding to the input polarization state,
In the scattering media with a low absorption, as many tissues are, the origin for dichroism could be anisotropy in the scattering abilities. In that case, the imaginary part of the complex refractive index of material will also be determined by light losses associated with scattering,
In nonscattering materials, the imaginary part is defined only by light losses due to absorption.
In general, all 16 elements of the LSM are nonzero; thus, a minimum of 16 measurements involving both linear and circularly polarized light are required to completely characterize the polarization properties of the sample. For nondepolarizing systems, the number of independent LSM elements cannot be more than seven since both the Mueller matrix and the Jones matrix can represent the system; therefore, in that case, 16 LSM elements are related via nine equations.98,99,110 Linear and circular diattenuation (dichroism), and , can be presented, respectively, as109,110
Tissue Structure and Anisotropy
Healthy cornea and lens of a human eye are highly transparent for visible light because of their ordered structure and the absence of strongly absorbing bands of endogenous chromophores.5,6,43–47 The human cornea has a thickness of with of the thickness being a stroma. Stroma is composed of several hundred successively stacked layers of lamellae, varying in thickness (0.2 to depending on the tissue region)43,44,111 [see Figs. 2(a)–2(c)]. These lamellae, consisting of collagenous fibrils, are immersed into an amorphous ground (interstitial) substance containing water, glycosaminoglycans, proteins, proteoglycans, and salts. Fibrils in the human cornea have a uniform diameter of with a periodicity close to two diameters, i.e., , and a high degree of short-range spatial order—a hexagonal quasi-crystal [see Figs. 2(a) and 2(b)]. Within each lamella, all fibrils are nearly parallel with each other and with the lamella plane. The intermolecular spacing within fibrils is of .112 Therefore, the corneal stroma has at least three levels of structural organization.
The sclera is a dense, white, fibrous membrane containing three layers: the episclera, the stroma, and the lamina fusca. The stroma is the thickest layer of the sclera. In the scleral stroma, the collagen fibrils exhibit a wide range of diameters, from 25 to 230 nm.111,116 The average diameter of the collagen fibrils increases gradually from in the innermost part to in the outermost part of the sclera. The mean diameter is and the mean distance between fibril centers is equal to .5 Collagen intermolecular spacing is similar to that in the cornea, in particular for bovine sclera, .112 The fibrils are arranged in individual bundles parallel to the scleral surface, but more randomly than in the cornea. Within each bundle, the groups of fibrils are separated from each other by large empty lacunae randomly distributed in space [see Fig. 2(d)].111 In spite of the scleral collagen fibrils displaying various diameters, locally they could be quasi-ordered with a short-range spatial ordering in the form of a hexagonal quasi-crystal.
The eye lens is also a tissue for which the short-range spatial ordering is of crucial importance.5,47 A healthy human lens contains water and 38% proteins and consists of many fiber cells.117 However, the tissue’s predominant dry components are , and –crystallines—structural proteins, which provide of the total weight of the lens.118 The water-soluble –crystalline is a major component that has a spherical shape with a diameter of . Age-related biochemical endogenous processes in the organism and exogenous environmental-related stresses induce lens opacity caused by an increase of light scattering and/or pigmentation due to oxidizing and cross-linking of lens proteins. Formed spherical aggregates are variable in size (100 to 250 nm) and occur in clusters that create potential scattering centers.117
One more example of complex anisotropic tissue structure is the retinal nerve fiber layer (RNFL),46,48,49,119 which is formed by the expansion of the fibers of the optic nerve and comprises bundles of unmyelinated axons that run across the surface of the retina. The two prominent cytoskeletal elements of axons are microtubules and neurofilaments.120 Axonal microtubules are long tubular polymers of the protein tubulin with an outer diameter of , an inner diameter of , and a length of 10 to ; neurofilaments are stable protein polymers with a diameter of .
As it follows from electron images of human reticular dermis, presented in Fig. 3, this tissue can also be locally considered as a short-range spatially ordered fibrillar system.121 Anisotropy of light propagation in human skin was proven experimentally.122 Skin aging and pathology may dramatically change its structure, i.e., anisotropy. For example, scar tissue typically occupies areas of fibrous tissue that replace normal tissue after injury [Figs. 3(c) and 3(d)]. Another example is benign or malignant tumor, which is abnormally growing tissue sometimes strongly vascularized and having the tendency to spread to other tissue layers, making them more random.
The bone, tooth enamel, dentin, and cementum, as well as tendon and cartilage belong to hard tissues.119 Most of them are connective tissues, which typically consist of cells rarely distributed in an amorphous mucopolysaccharide matrix in which there are also varying amounts of tissue fibers, mainly collagenous fibers. The apatite or hydroxyapatite (HAP) natural crystals, , are the major components of some hard tissues. The dental enamel consists of 87 to 95% and bone of 50 to 60% of HAP crystals; the rest is water and proteins. Tooth is a hard body composed of dentin surrounding a sensitive pulp and covered on the crown with enamel [see Fig. 4(a)]. The enamel is the hardest tissue in a body, which is an elastic, white material containing no cells. In particular, it is an ordered array of HAP crystals surrounded by a protein/lipid/water matrix. Fairly well-oriented hexagonal HAP crystals of - to 40-nm diameter and up to length are packed into an organic matrix to form keyhole-shaped interlocking enamel prisms (or rods) with an overall cross-section of 4 to . Enamel prisms are roughly perpendicular to the tooth surface. Because of their size, number, and high refractive index, the prisms are the main light scatterers in enamel. The enamel is translucent and grayish white in color, and it has a yellow hue due to the underlying dentin.
Tooth dentin is a complex structure, honeycombed with dentinal tubules, which are shelled organic cylinders with a highly mineralized shell. The tooth dentin is a hard, middle calcified, elastic, yellowish material of the same substance as bone.119 It is the main structural part of a tooth extending from crown to root. The dentin is composed of base material that is pierced by mineralized dentinal tubules 1 to in diameter, which makes it porous [see Fig. 4(c)]. The tubules’ density is in the range of (3.0 to 7.5) . They contain organic components and natural HAP crystals of 2.0 to 3.5 nm diameter and up to 100 nm length, which intensively scatter light. Average dentin contains 70% HAP crystals, 20% proteins (e.g., collagen), and 10% water. It is softer than enamel but slightly harder than bone. The tubular microstructure of dentin makes it strongly anisotropic for propagating light.123–125
The osteon, the basic bone unit with a typical length scale of , is formed by concentric lamellae, composed of collagen fibrils that are wide.126 Fibrils in their turn consist of an inhomogeneous matrix of cross-linked type I collagen molecules, in length and in diameter, mineralized with carbonated HAP nanocrystals. Type I collagen and HAP nanocrystals are, therefore, the basic building blocks of bone at the nanoscale (1 to 300 nm).126–128
In bone and tooth, anisotropy is due to mineralized structures originating from HAP nanocrystals, which play an important role in hard tissue depolarization and birefringence. The demineralization process is the loss of mineral from mineralized tissues, such as bone or tooth.125–129 In tooth tissue, demineralization may lead to caries, and in bone, to osteoporosis. Evidently, measured depolarization and birefringence could be good markers of these and other pathologies.
The cartilage is a strong, resilient, skeletal tissue. There are a few types of cartilage:119 the hyaline cartilage is the simplest and most common form that consists of a matrix of a polysaccharide-containing protein (trachea, bronchi); the yellow fibrocartilage (elastic cartilage) contains yellow fibers in the matrix (external ear, epiglottis); and the white fibrocartilage contains white fibers in the matrix and occurs in the disks between the vertebrae. Articular cartilage is mainly composed of water, collagen fibrils, proteoglycans, and the chondrocytes with 60 to 85% of water, whereas 50 to 80% and 20 to 35% of the tissue dry weight are collagen and proteoglycans, respectively.130–133 Chondrocytes contribute of cartilage volume. Most of the collagen is of type II. The collagen fibril diameter varies from 20 to 200 nm. Articular cartilage consists mostly of three layers.131–133 In the superficial layer (see Fig. 5), collagen fibrils are mostly oriented parallel to the cartilage surface; high collagen and lower proteoglycan content is characteristic.130,132,133 In the transitional layer, collagen fibril orientation is more random and has a larger diameter. In the thicker deep layer (radial), collagen fibrils are oriented perpendicular to the cartilage surface and have still a larger diameter than in other layers; chondrocytes tend to align in columns (see Fig. 5, right), and the proteoglycan content is higher than that in the superficial and middle layers.130 A thin layer of calcified cartilage separates cartilage and subchondral bone. Between the noncalcified and calcified layers lies a tidemark, which is a line seen in microscopic images at histological staining. Collagen fibers from the deep layer run through the calcified zone and are attached to the subchondral bone.
The tendon is a cord of white fibrous tissue. It usually attaches muscle to bones and consists mostly of parallel, densely packed collagen fibers arranged in parallel bundles interspersed with long, elliptical fibroblasts. In general, tendon fibers are cylindrical in shape with diameters ranging from 20 to 400 nm. The ordered structure of collagen fibers running parallel to a single axis makes tendon a highly optically birefringent tissue. Collagen fibrils are collagen molecules packed into an organized overlapping bundle. In their turn, collagen fibrils associated in a bigger bundle form a collagen or white fiber—the main component of white fibrous tissue. For example, diameters are in the range from to 600 nm for tendon collagen fibrils, with bigger sizes for mature tendons, for subfibrils, and in the range from 10 to 15 nm for protofibrils (Fig. 6).134
Collagen is a tough, inelastic, fibrous protein.135 Collagen in its turn forms white fibers in connective tissue. The tropocollagen or collagen molecule subunit is a rod long and 1.5 nm in diameter, made up of three polypeptide strands. There is some covalent cross-linking within the triple helices and a variable amount of covalent cross-linking between tropocollagen helices to form the different types of collagen found in different mature tissues. A distinctive feature of collagen is the regular arrangement of amino acids in each of the three chains of these collagen subunits.
There are a number of collagen types which differ in their composition and structure; type I to type V are the most abundant; types I, II, III, V, VII, and XI are capable of fibril formation; their distribution in tissues is as follows: type I—dermis, bone, cornea, tendon, cartilage, vessel wall, intestine, dentin, uterine wall, fat mashwork; type II—cartilage, notochord, vitreous humor, nucleus pulposus; type III—dermis, intestine, gingiva, heart valve, uterine wall, vessel wall; types IV and VII—basement membranes; type V—cornea, placental membranes, bone, vessel wall, cartilage, gingiva; and type XI—cartilage, intervertebral disc, vitreous humor.119 In optical measurements, the collagen index of refraction is of importance; for example, for type I, it is at the wavelength 850 nm, (fully hydrated) and 1.53 (dry).135
As follows from the analysis of tissue properties, many biological tissues are structurally anisotropic. Tissue birefringence results primarily from the linear anisotropy of fibrous structures, which forms the extracellular media. The refractive index of a medium is higher (the speed of light is lower here) along the length of fibers than along their cross-section. A specific tissue structure is a system composed of parallel cylinders that create a uniaxial birefringent medium with the optic axis parallel to the cylinder axes. This type of birefringence is called birefringence of form (Fig. 7). A large variety of tissues such as eye cornea, tendon, cartilage, eye sclera, dura mater, muscle, myocardium, artery wall, nerve, retina, bone, teeth, myelin, and so on exhibit birefringence. All these tissues contain uniaxial and/or biaxial birefringent structures. For example, myocardium contains fibers oriented along two different axes. It consists mostly of cardiac muscle fibers arranged in sheets that wind around the ventricles and atria. Since the refractive index along the axis of the cardiac muscle fibers is different from that in the transverse direction, tissue is birefringent.
Besides anisotropy of form, collagen fibrils as complex molecular structures have intrinsic linear birefringence arising due to anisotropy at the molecular scale and are fundamentally determined by the anisotropic distribution of electrical charge.132 The spatial length scale of the structure producing intrinsic birefringence is much smaller than the fibrillary scale at which form birefringence is produced, but both scales are smaller than the wavelength of light. Studies on type I collagen in tendon have led to the consensus that this collagen type displays intense intrinsic positive birefringence due to the quasi-crystalline arrangement of the amino-acid residues that comprise the polypeptide chains of the collagen molecule alpha chains.132 A crucial distinguishing feature between form and intrinsic birefringence is that the value of birefringence of form can be reduced by refractive index matching between the background material and the inclusions as intrinsic birefringence is an intrinsic property of the fibril material and cannot be altered unless gross changes in the molecular structure are induced.
Form birefringence arises when the relative optical phase between the orthogonal polarization components is nonzero for forward-scattered light. For linear structures, an increase in optical field phase delay () is characterized by a difference in the effective refractive index for light polarized along, and perpendicular to, the long axis of the linear structures (). Phase retardation between orthogonal polarization components is proportional to the distance for light with a wavelength traveling through the birefringent medium [see Eq. (10)],15,132
A structure of parallel dielectric cylinders immersed in isotropic homogeneous ground substance behaves as a positive uniaxial birefringent medium  with its optic axis parallel to the cylinder axes [Fig. 7(a)]. Therefore, an incident electrical field directed parallel to the cylinder axes will be called an extraordinary ray (e), and the incident electrical field perpendicular to the cylinder axes will be called an ordinary ray (o). The difference () between the indices of refraction of the extraordinary and ordinary rays is a measure of the birefringence of a medium. For the Rayleigh limit ( ), the form birefringence is described as136
The experimental birefringence values for muscle, coronary artery, myocardium, sclera, skin, cartilage, and tendon are in the range from to .5,15,119 For these tissues, it is lowest for the muscle and highest for the tendon. For thermally treated tendon, it is twice as low as for intact tissue.
The diattenuation (linear dichroism) is the difference of attenuation of two waves with orthogonal polarizations traveling in an anisotropic medium, which is described by the difference between the imaginary (losses) parts of the effective indices of refraction for two orthogonal directions. Depending on the relationship between the sizes and the optical properties of the cylinders or plates [see Figs. 7(a) and 7(b)], this difference can take positive or negative values.15
The magnitude of birefringence and diattenuation is related to the density and other properties of the collagen fibers, whereas the orientation of the fast axis indicates the orientation of the collagen fibers. The densities of collagen fibers in skin and cartilage are not as uniform as in tendon, and the orientation of the collagen fibers is not distributed as orderly as in tendon. Correspondingly, the amplitude and orientation of birefringence of the skin and cartilage are not as uniformly distributed as in tendon.
In addition to linear birefringence and diattenuation, many tissue components show optical activity (circular birefringence) and circular diattenuation.9,14,15 In complex tissue structures, chiral aggregates of particles may be responsible for tissue optical activity [see Fig. 7(c)]. The molecule’s chirality, which stems from its asymmetric molecular structure [see Fig. 7(d)], also results in a number of effects generically called optical activity. A well-known manifestation of optical activity is the ability to rotate the plane of linearly polarized light about the axis of propagation [see Eqs. (11) and (12)]. The amount of rotation depends on the chiral molecular concentration, the path length through the medium, and the light wavelength. Interest in tissue chirality studies is driven by the attractive possibility of noninvasive in situ optical monitoring of glucose in diabetic patients.9,14,15,17,83
More sophisticated anisotropic tissue models can also be found. For example, the eye cornea can be represented as a system of plane anisotropic layers (plates, i.e., lamellas), each of which is composed of densely packed long cylinders (fibrils) [see Fig. 2(c)] with their optical axes oriented along a spiral.137 This fibrillar-lamellar structure of the cornea is responsible for the linear and circular diattenuation and its dependence on the angle between the lamellas.
Discrete particle model
Biological tissue is an inhomogeneous medium with different levels of organization that include cells, cell organelles, and inclusions, different fiber and tubular/lamellar structures (see Figs. 2Fig. 3Fig. 4Fig. 5–6). In view of the great diversity and structural complexity of tissues, the development of an adequate optical model accounting for the scattering and absorption of light is often the most complex step of a study.1–5 Many tissues are composed of structures with a wide range of sizes and can be represented as a system of discrete scattering particles. Such models have been used to describe the angular dependence of the intensity and polarization properties of scattered radiation.1–22,138
Biological media are often modeled as ensembles of homogeneous spherical particles with a refractive index higher than surroundings, since many cells, cell organelles, and biological macromolecules are close in shape to spheres or ellipsoids.2,5,96,138,139 A system of noninteracting spherical particles is the simplest tissue model. The Rayleigh and Mie theories or their combinations are basic to calculate tissue scattering properties. In particular, Mie theory rigorously describes the diffraction (elastic scattering) of light by a spherical particle. The advances of this theory account for the structures of the spherical particles, namely, the multilayered spheres and the spheres with radial nonhomogeneity, anisotropy, and optical activity.96–101
For connective tissue composed from fiber structures, a system of long cylinders is the most appropriate model to describe light scattering. Tendon, cartilage, skin dermis, dura mater, muscular tissue, eye cornea, and sclera belong to this type of tissue formed essentially by collagen fibrils. The solution of the problem of light scattering by a single homogeneous or multilayered cylinder is also well understood.96–101
At transport in the inhomogeneous (turbid) medium with absorption, a photon (light wave) changes its direction (wave vector) due to reflection, refraction, and diffraction on microscopic internal structures, and can be absorbed by an appropriate molecule on its way. Light scattering means a change in direction of light propagation so that its trajectory is deflected by an angle in the scattering plane and by an azimuthal angle (0 to ) in the perpendicular plane (Fig. 1).96
To characterize scattering and absorption efficiency of a medium, scattering () and absorption () coefficients are introduced, which follow from the exponential Bouguer–Beer–Lambert law for light propagation in a tissue layer of thickness .2,5
In addition to the scattering coefficient, the scattering process is also characterized by a scattering phase function—the function that describes the scattering properties of the medium and is in fact the probability density function for a photon traveling in some direction to be scattered in some new direction . Figure 1 illustrates the geometry of scattering of light by a particle, where the incident light beam,, is parallel to the -axis, and and are the scattering angles in the scattering plane and in the plane perpendicular to the scattering plane, respectively.37 The scattering phase function characterizes an elementary scattering act. If scattering is symmetric relative to the direction of the incident wave, then the phase function depends only on the scattering angle [angle between two directions, new () and former one ()], .
If a particle is small with respect to the wavelength of the incident light, its scattering can be described as if it is a single dipole.140 This Rayleigh theory is applicable under the condition that , where is the relative refractive index of the scatterers, () is the size parameter, is the radius of the particle, and is the wavelength of the incident light in a medium. For this theory, the scattered irradiance strongly increases as and decreases as (Fig. 8); the angular distribution of the scattered light is polarization sensitive and isotropic (Fig. 9).
The angular dependence of the scattered intensity by an ensemble of randomly distributed particles with a mean distance between particles bigger than the wavelength , unpolarized incident light of intensity , and distant detector position is described by the Rayleigh equation,140
Figure 9 illustrates the isotropy of Rayleigh scattering for unpolarized incident light and the polarization-insensitive detection (curve 3) and polarization ability of the scattering particles for the particular direction of detection (90 and 270 deg), where only light polarized perpendicular to the scattering plane is scattered (compare curves 1 and 2). An ideal isotropy (circle-shaped phase function) of the scattering is achieved if incident light is linearly polarized perpendicular to the scattering plane (curve 1). For any scattering angle, except and 180 deg, interaction of unpolarized light with Rayleigh scatterers provides linear polarization of the scattered light with preferable intensity of the electrical vector oscillating in the plane perpendicular to the scattering plane with polarization degree
For the near-infrared (NIR) light and typical biological scatterers with to 1.10, the maximum particle radius is to 14 nm for the Rayleigh theory to remain valid. The Rayleigh–Gans or Rayleigh–Debye theory addresses the problem of calculating the scattering by a special class of arbitrarily shaped particles; it requires and , where is the largest dimension of the particle. These conditions mean that the electric field inside the particle must be close to that of the incident field and the particle can be viewed as a collection of independent dipoles that are all exposed to the same incident field. A biological cell might be modelled as a sphere of cytoplasm with a higher refractive index () relative to that of the surrounding interstitial medium (); then , and for the NIR light, this theory will be valid for the particle dimension up to to 950 nm. This approximation has been applied extensively to calculate light scattering from suspensions of bacteria37–41 and can be applicable to describe light scattering from cell organelles (mitochondria, lysosomes, peroxisomes, and so on) in tissues due to their small dimensions and refraction.
Mie or Lorenz-Mie scattering theory relates to scattering by comparatively large spherical particles, which are of the order of the wavelength, and is based on an exact solution of Maxwell’s electromagnetic field equations for a homogeneous sphere.2,5,96,140 Typically, tissues contain both types of scatterers, small and large (for instance, cell components and collagen fibers of connective tissues, see Fig. 8). Mie theory operates with the following relevant particle parameters: radius and complex refractive indices of its material and dielectric host (ground material) ,
From the expressions for () and (), scattering and absorption coefficients can be calculated as and , where is the scattering particle density and is the number of absorbing molecules per unit volume ().
Mie theory predicts that scattering introduced by spherical micrometer-sized particles is strongest and highly anisotropic if the particle radius and wavelength are of the same order of magnitude (Figs. 9 and 10). The scattering coefficient decays with the wavelength much more slowly than for Rayleigh scattering, i.e., , with in the range of 1 to 3. The scattering coefficient increases strongly with the elevation of the relative index of refraction . In contrast, for the matched refractive indices of scatterers and background material, the scattering coefficient goes to zero as scattering anisotropy factor approaches 1 (extremely high scattering directness).
Similar to the Rayleigh equation [Eq. (24)] for unpolarized incident light of intensity and distant detector position , the angular dependence of intensity of the light scattered by an ensemble of randomly distributed Mie particles with a mean distance between particles bigger than the wavelength is described by
Mie theory is strictly applicable only to particles of particular regular shapes, but the results are still useful if the shape is irregular.
Actual biological tissue models are more complex than a monodispersive system of distant spherical particles or even randomly shaped ones. Sometimes, a mixture of large particles contributing high scattering anisotropy and small particles with increased scattering toward shorter wavelengths may be a good approximation to describe tissue scattering properties (see Fig. 8).139
The scattering anisotropy factor (mean cosine of the scattering angle , see Fig. 1) is expressed as that corresponding to scattering symmetry and assumption of random distribution of particles in a medium,96,98
In addition to theoretical Mie phase function [see Eq. (30)], several semi-empirical approximations for the scattering phase function have been used. One of the most often exploited is the Henyey-Greenstein (HG) phase function,
The transport mean free path (TMFP), , of a photon traveling in a scattering medium characterizes the distance within which the direction of light propagation becomes totally random after many sequential scattering events,2,5,8,11,15,52,54
Quasi-Ordered Tissue Model
Many tissues composed from optically soft particles (refractive index mismatch of scatterers and surrounding medium is small) and thin enough, such as cornea, eye lens, mucosa, epithelia, can be approximated as single-scattering systems. For example, healthy tissues of eye cornea and lens are highly transparent for visible light because of their ordered structure and the absence of strongly absorbing chromophores.5 However, scattering is an important feature of light propagation in eye tissues. Typical eye tissue models are long, round dielectric cylinders (corneal and scleral collagen fibers) [Fig. 7(a)] or spherical particles (lens protein structures) having a refractive index ; they are randomly (sclera, opaque lens) or regularly (transparent cornea and lens) distributed in the isotropic base matter with a refractive index .
All these tissues can be considered as densely packed disperse systems in which light propagation can be analyzed using the radial distribution function . This function statistically describes the spatial arrangement of particles in the system (Fig. 11). The -function is the ratio of the local number density of the particles at a distance from a reference particle placed at to the bulk number density of particles.43 For a corneal model as a system of interacting fibrils, it expresses the relative probability of finding two fibril centers separated by a distance ; thus, must vanish for values of ( is the radius of a fibril; fibrils cannot approach each other closer than touching).
The -function of scattering centers for a certain tissue is calculated from tissue electron micrographs (see Fig. 2). The -function was first found for the rabbit cornea by McCally and Farrell43 In Fig. 12(a), a typical experimental -function for one of the cornea regions is shown, for , which is consistent with a fibril radius of . The first peak in the distribution gives the most probable separation distance between fibrils, which is . is essentially unity for , indicating that the fibril positions are correlated over no more than a few of their nearest neighbors. Therefore, a short-range spatial order exists in the system and should be accounted for the optical model.
Similar calculations for several regions of the human eye sclera are illustrated in Fig. 12(b). Electron micrographs from Ref. 111 [see Fig. 2(d)], averaged for 100 fibril centers, were processed.5 The obtained results present evidence of the presence of a short-range spatial order in the sclera, although the degree of order is less pronounced than in the cornea, because of polydispersity of fibrillary structure. for , which is consistent with the mean fibril diameter of derived from the electron micrograph. The first peak in the distribution gives the most probable separation distance, which is . The value of is essentially unity for , indicating a short-range spatial order in the system.
The structure factor describes complex interference of the scattered fields from individual fibrils distributed in two-dimensional space. With no spatial correlation of fibrils, when , ; thus, no interference of individual scattered fields exists, and in Eq. (43), intensities of light scattered by individual fibrils rather than fields are summarized. For an isotropic system of identical spherical particles in a single-scattering approximation,5,104,143
The presented models can be used to describe unpolarized and polarized light interactions with particle media showing a single scattering. Figure 13 illustrates the angular dependences of the scattered intensity for systems of small spherical particles () with volume fraction and large spherical particles () with volume fraction . The incident wave is linearly polarized parallel with or perpendicular to the scattering plane (see Fig. 1). The dotted lines show angular light distributions for the independent (randomly distributed) particles and the solid lines are that for the ordered particles, for which the interference of the scattered fields plays a significant role. The overall scattering is suppressed due to interference between the out-of-phase scattered fields from individual particles. For the small particle system, such suppression is quite isotropic for both polarization states, and for the large particle system, is mostly suppressed in the forward directed scattering. As a result, both particle systems became more transparent for the incident light (see a big portion of ballistic photons, schematically shown in Fig. 13). It is important to note that for big particle systems, the results for the scattered intensity are presented in the logarithmic scale. Data presented in Fig. 13 allow for evaluation of unpolarized light (50% mixture of two orthogonal linear polarized light beams) interaction with a closely packed particle system that leads to creation of a partly polarized light at scattering as it follows from data in Fig. 9. It is well seen that for the ordered small particles, the polarization ability at the scattering angles around 90 deg is stronger than for random (independent) particles.
The interference between elementary scattered fields is able to modulate the transformation of the arbitrary polarized incident light into another state of polarization at light scattering that is described in frames of amplitude (, Jones) or intensity (, Mueller) matrices.5,15
Light Scattering Matrix
As is already presented in Sec. 2, the polarization of the scattered light from an object (Fig. 1) is fully described by the Stokes vectors of the incident and scattered light and Mueller matrix [intensity or LSM, see Eq. (9)].96 Elements of the LSM depend on the scattering angle , the wavelength, the shape, and the optical properties of the object. For scattering by a collection of randomly oriented particles, there are 10 independent LSM elements. The LSM for macroscopically isotropic and symmetric media has a well-known block-diagonal structure.107
It follows that only eight LSM elements are nonzero and only six of these are independent. Moreover, there are special relationships for two specific scattering angles, 0 and ,98
Rotationally symmetric particles have an additional property,98
The structure of the LSM further simplifies for spherically symmetric particles, which are homogeneous or radially inhomogeneous (composed of isotropic materials with a refractive index depending only on the distance from the particle center), because in this case,98
Mie theory is an exact solution of Maxwell’s electromagnetic field equations for a homogeneous sphere.96,141 For spherically symmetric particles made from optically inactive materials, the Mueller matrix is given by Eqs. (47) and (50). Mie theory has been extended to arbitrary coated spheres and to arbitrary cylinders.38,98,99 In this theory, the electromagnetic fields of the incident, internal, and scattered waves are each expanded in a series.141 A linear transformation can be made between the fields in each of these regions. This approach can also be used for nonspherical particles such as spheroids.98,99 The linear transformation is called the transition matrix (T-matrix).
For systems of spherical and cylindrical particles, when a single-scattering approximation is valid, the angular intensity characteristics are described by Eqs. (43)–(46). The structure factor modifying these characteristics depends only on the spatial particle arrangement, and it is independent of the state of light polarization. Therefore, for systems of identical particles, the angular dependences of all LSM elements are multiplied by the same quantity, accounting for interference interaction [see Eq. (46) for spherical particles].144
Unlike for monodispersive systems, in differently sized densely packed particle systems, the normalization to the first element does not eliminate the impact of the structure factor on the angular dependences of the matrix elements. In the simplest case of a bimodal system of particles, expressions analogous to Eqs. (44) and (46) can be found using four structural functions instead of one (see Figs. 11 and 12): , and .104 These functions characterize the interaction between particles of similar and different sizes. In tissues, a bimodal system formed by a great number of equally sized small particles, and a minor fraction of coarse ones, provides a good model of pathological tissue, e.g., a cataract eye lens or enlargement of a cell nucleus at cancer.
Figure 14 shows results of numerical modeling for a binary mixture of spherical particles with two different diameters and volume fractions.104 It is seen that the normalized LSM elements of a dense binary mixture are substantially altered due to the interference interaction.
So far, Stokes vectors have been defined for the case of a monochromatic plane wave, and the Mueller matrix for a single scattering. However, this approach has to be generalized to more complicated cases. For a partially polarized [see Eq. (6)] quasi-monochromatic wave, the following inequality is valid:96,109
When Mueller matrices from an ensemble of particles differing in size, orientation, morphology, or optical properties are added incoherently, many of the above-mentioned equalities became inequalities.145
Vector radiative transfer theory
Polarization effects at light propagation through tissues with multiple scattering are fully described by the vector radiative transfer equation (VRTE).5,15,99,100,146 The radiative transfer theory (RTT) originated as a phenomenological approach based on considering the transport of energy through a medium composed of a large number of discrete, sparsely, and randomly distributed particles. Such a medium is treated as continuous, locally homogeneous, and ensuring energy conservation. The scattering and absorption of the small volume element in RTT follow from the Maxwell equations and are given by the incoherent sums of the respective characteristics of the constituent particles. The result of scattering is not the transformation of a plane incident wave into a spherical scattered wave but, rather, the transformation of the intensity Stokes vector of the incident light into the Stokes vector of the scattered light. For macroscopically isotropic and symmetric plane-parallel scattering media, the VRTE can be substantially simplified as follows:99Fig. 1).
This phase matrix links the Stokes vectors of the incident and scattered beams, specified relative to their respective meridional planes. To compute the Stokes vector of the scattered beam with respect to its meridional plane, one must calculate the Stokes vector of the incident beam with respect to the scattering plane, multiply it by the scattering matrix (to obtain the Stokes vector of the scattered beam with respect to the scattering plane), and then compute the Stokes vector of the scattered beam with respect to its meridional plane. Such a procedure involves two rotations of the reference plane: ; and ; . The scattering angle and the angles and are expressed via the polar and the azimuth incident () and scattering angles ().5,15,99
Every Stokes vector and Mueller matrix are associated with a specific reference plane and coordinates. The first term on the right-hand side of VRTE [Eq. (53)] describes the change in the specific intensity vector over the distance caused by extinction and diattenuation (dichroism); the second term describes the contribution of light illuminating a small volume element centered at from all incident directions and scattered into the chosen direction.
For real systems, the form of VRTE is rather complex and often intractable. Therefore, many analytical and numerical techniques have been developed to solve VRTE. As the normalized phase matrix [Eq. (55)] depends on the difference of the azimuthal angles of the scattering and incident directions rather than on their specific values, an efficient analytical treatment of the azimuthal dependence of the multiple scattered light, using a Fourier decomposition of the VRTE, is possible.100 The following techniques and their combinations can be used to solve VRTE: transfer matrix method, the singular eigenfunction method, the perturbation method, the small-angle approximation, the adding-doubling method, the matrix operator method, the invariant embedding method, and the Monte Carlo (MC) method.9,13,16,18,20–22,52–54,56,59,64,65,68–70,73,93,97–101,140,144–153
Polarization-sensitive Monte Carlo modeling
A number of powerful MC codes for the modeling of polarized light propagation through a scattering layer are available in the literature (see, for example, Refs. 2, 5, 13, 15, 59, 64, 68, 70, 73, 85, 89, 93, 94, 146, 147, 150, 151, and 153184.108.40.206.158.159.–160). The polarization-sensitive MC modeling has the following major advantages: the possibility to employ any scattering matrix; one is not able to use strongly forward directed phase functions or experimental single-scattering matrices; the calculation of polarization parameters takes only a twofold increase in computation time over that needed for the evaluation of intensity; and the possibility to model media with complex geometry. The main disadvantage of the MC technique is a trade-off between the accuracy and the computation time. To provide a twofold increase of the accuracy, one needs a fourfold increase in the computation time.
To illustrate a MC simulation technique, we will briefly discuss the algorithm described in Ref. 147 and applied to model the angular dependencies of the scattering matrix elements. Let a flux of photons within an infinitely narrow beam be incident exactly upon the center of the spherical volume with the randomly distributed scattering particles inside. When an incident photon enters a scattering volume, it is allowed to travel a mean free path (MFP) , which depends on the particle concentration and extinction cross-section (see Sec. 4.1.3). The MFP is a random quantity that takes any positive values with the probability density ,
The particular realization of the MFP is dictated by the value of a random number that is uniformly distributed over the interval [0, 1],
Substituting Eq. (57) into Eq. (58) yields the value of the certain realization in the form
If the MFP is larger than the diameter of the scattering object, then this photon is transmitted without any scattering (ballistic photons). For the smaller MFPs, when the photon remains within the scattering volume, the possible events of photon–particle interaction (scattering or absorption) are randomly selected.
For the spherical system of coordinates, the density of the probability of photon scattering along the direction specified by the scattering angle between the directions of the incident and scattered photons and by the angle between the previous and new scattering planes is given by147
The density of the probability of photon scattering along the specified direction, , is defined by the Mueller matrix of the scattering particle (a single-scattering matrix) and the Stokes vector associated with the photon [Eqs. (2) and (9)]. The single-scattering Mueller matrix links the Stokes vectors of the incident  and scattered  light. For the spherical particle tissue model, the elements of this matrix may be factorized,
For spherical particles, the single-scattering matrix is described by Eqs. (47) and (50). The elements of this matrix are given by the Mie equations,96,141 which are functions of the scattering angle and diffraction parameter , where is the radius of the spherical particle and is the wavelength in the medium. The matrix describes the transformation of the Stokes vector under rotation of the plane of scattering through the angle , which is defined by Eq. (56). Thus, the intensity of the light scattered by spherical particles can be presented by the following algorithm:
The method of generating pairs of random numbers with the probability density can be used in that case.147 In the 3-D space, the function specifies some surface. The values () corresponding to the distribution are chosen using the following steps: (1) a random direction () with a uniform spatial distribution is selected, and the values of the random quantities and distributed over the intervals  and , respectively, are found from the equations
The migration of the photon can be described by a sequence of transformations for the related coordinate system. Each scattering event provides a variation of the Stokes vector associated with the photon. The new Stokes vector is a product of the preceding Stokes vector, transformed to the new scattering plane, and the Mueller matrix of the scattering particle,
For the chosen scattering direction, the Stokes vector is calculated using Eqs. (9), (47), (49), (65), and expressions for elements of the single-scattering Mueller matrix for a homogeneous sphere made of an optically inactive material.15,96,141 The value thus obtained is renormalized to get the Stokes vector associated only with the information on the state of polarization of the scattered photon. The intensity is determined from the number of detected photons within the chosen direction on the detector aperture.
The described procedure is repeated as long as the photon appears to be outside the scattering volume. The spatial distribution of the scattered radiation can be obtained with regard to the polarization state by analyzing the above data for a sufficiently great number of photons.
To illustrate the MC simulation technique, the described algorithm147 was used to model the angular dependencies of the LSM elements for polarized light propagating in a medium with parameters close to that of a multiply scattering tissue. The results of these calculations, presented in Figs. 15 and 16, demonstrate that the polarization properties of tissues could be dramatically transformed for the multiple-scattering conditions. The simulation was performed for the ensembles of spherical particles with a relative index of refraction, , uniformly distributed within a spherical volume (spheroid) at volume fraction . A narrow illuminating beam is incident exactly upon the center of the spheroid at the zero angle direction and the scattered radiation is detected at different scattering angles in the far zone by a detector with the angular aperture of 1 deg in the scattering plane and 5 deg in the orthogonal plane (see Fig. 1).
The angular distributions of the total scattering intensity for ensembles of particles with small radius, , and large radius, , are presented in Figs. 15(a) and 16(a), respectively. The multiplicity of scattering increases with increasing dimensions of the tissue-mimicking spheroids filled up by the particles. As follows from modeling, for small particles distributed in the small spheroid of 1-mm diameter due to the predominant contribution of a single scattering showing angular isotropy [Fig. 15(a), spheroid 1], the Rayleigh scattering approximation could be applicable for such particles. As the spheroid increases in diameter, the contribution of the multiplicity of scattering grows as well and the shape of the intensity angular distribution is transformed; beginning from a certain value of the spheroid diameter, most of the incident light is scattered in the backward direction.
Spheroids composed of particles with a size comparable with the wavelength [Fig. 16(a)] also show an increase in the contribution of multiple scattering with an increase of spheroid diameter. However, the particle system transforms from the forward to the backward directed scattering mode at a rather small thickness, 2 mm in diameter.
As can be seen for both small and large particles, the intensity of unpolarized scattered light at the high scattering multiplicity mode weakly depends on the scattering angle and carries almost no information about the size of the scattering particles.
The angular dependences of LSM elements at a multiple-scattering mode differ substantially from that for the LSM of a single-scattering system (solid lines). It is seen from Figs. 15(b), 15(c), 16(b), and 16(c) that the multiple scattering flattens the angular dependences of the LSM elements. All elements of the LSM are normalized to the element (total scattering intensity) along the given direction, and the element is presented in the plot as normalized to unity in the forward direction; its actual intensity distributions are presented in Figs. 15(a) and 16(a).
For small particles (Fig. 15), the contribution of multiple scattering is associated with a gradual decrease in magnitude of all the elements except ; i.e., the form of the LSM approaches that of the ideal depolarizer. In particular, the magnitudes of and decrease in nearly the same way; and also decrease in magnitude. As decreases faster, the difference between and can be detected for multiple scattering media, even composed from only spherical particles. , which refers to the total scattering intensity, shows a significant scattered light redistribution from the mode of isotropic scattering characteristic to single scattering to more intensive scattering mostly in the backward direction as the multiplicity of scattering goes up. The polarization ability of the system originated by Rayleigh (single dipole) scattering (see Fig. 15) and expressed in terms of the element , which refers to a degree of linear polarization of the scattered light, goes down as scattering multiplicity increases. The 100%-polarization efficiency at the scattering angle for the single-scattering mode is reduced significantly, to , at multiple scattering.
Thus, the manifestation of multiple scattering in a monodispersive system of small spherical particles, which leads to the nonzero difference of and , is similar to the influence of particle nonsphericity under conditions of single scattering. The effects of multiple scattering are apparent as the broken symmetry relationship between LSM elements , and a significant reduction of linear polarization of the light scattered at angles close to .161
For the large particle systems, transfer from the single- to multiple-scattering mode changes angular dependences of the elements and more dramatically than for small particles (see Fig. 16). As the multiplicity of scattering increases, a strong forward scattering transfers to a strong backward scattering with the shape more or less similar to the scattering by small particles; however, the polarization ability at decreased from to a few percentages only. The multiple scattering also decreases the magnitudes and smooths out the angular dependences of LSM elements, showing the following specific features: reaches its minimum not at 90 deg, but rather at larger angles; the fine structures of the angular dependences for all elements are smeared, and tends to 0.5 rather than to zero. Therefore, the scattered radiation holds the preferential circular polarization at higher scattering multiplicities. This result is consistent with theoretical and experimental data on the survival of different types of polarization under conditions of multiple scattering for particles or tissue structures of different sizes.11,15,52,54
The depolarization will increase with the growth of scattering multiplicity. For moderate optical thickness (spheroid of 0.2 mm, ), the depolarizing ability is strongly different for different directions. The scattered light may be almost completely polarized in the region of small scattering angles and completely depolarized at large angles () and be partly polarized in the backward direction. The angular range of the strongest depolarization corresponds to the angle at which the element acquires minimum values [see Fig. 16(b)].
These MC simulations allow one to estimate the limits of applicability of the single-scattering approximation when interpreting the results of experimental studies on tissues and cell structure, such as cancer cell spheroids.162–164 These simulations also allow one to analyze limitations on the application of the measured LSM for reconstruction of scatterer nonsphericity at multiple scattering. The appropriate criteria to distinguish the effects of multiple scattering and particle nonsphericity have to be developed.
The Mueller matrix for the backscattering geometry was obtained by solving a radiative transfer equation with appropriate boundary conditions.15 Analysis of this matrix structure showed that its form coincides with the single-scattering matrix for optically active spherical particles. Thus, different healthy or diseased tissues should display different responses to the probing with linearly and circularly polarized light. This phenomenon can be employed for optical medical tomography and tissue optical properties quantification.
The comparison of MC simulation accounting for multiple scattering with the analytical double-scattering model had indicated no essential alterations in the backscattering polarization patterns.148 This indicates that the main contribution comes from near-double-scattering trajectories in which light undertakes two wide-angle scattering events and many near-forward scatterings among multiple-scattering trajectories.
To account for particle spatial correlation, one can include the interference of scattered fields into calculations of the single-scattering Mueller matrix and integral cross-sections for a particle.5,15 If the size of a region of the local particle correlation is substantially smaller than the mean free photon path length,165,166 it is possible at the first step of MC simulation to consider interference effects in the framework of the single-scattering properties and then to use modified properties in the multiple-scattering simulations.
As the TMFP, [see Eq. (42)], of a photon traveling in tissues characterizes the distance within which the direction of light propagation and, consequently, the polarization plane of linearly polarized light become totally random after many sequential scattering events, thus, the depolarization length should be close to the TMFP.2,5,8,11,15,52,54
From the MC modeling presented in Fig. 17, it follows that at backscattering starting from the multiplicity of scattering more than 10 times, circularly polarized photons keep their polarization state considerably better than the linearly polarized photons at light propagation in tissue-like media.13 For linear polarization, the degree of polarization (DOP) on the level of comes mainly from photons that have been scattered less than 10 times as for circular polarization, the DOP with comes mainly from photons that have been scattered 10 to 60 times with a maximum of at 18 to 20 collisions. This result supports data presented in Fig. 16147 and Ref. 54, because calculations were done for size factor , which corresponds to the Mie scattering mode (). The phenomenon is also known as the circular polarization memory of light,74,75 which is of fundamental importance for polarized light–tissue interaction, allowing one to provide unique tissue diagnostics.
For soft tissues and blood, the experimental data of Ref. 50 demonstrate that the depolarization length of linearly polarized light (defined as the length for which decreases down to 2 from the initial magnitude of ) displays its dependence on (i.e., ). differs considerably for the brain white matter and cerebral cortex: 0.23 and 1.3 mm for , respectively. Human skin bloodless dermis has (). is for a normal aorta, for calcified tissue, and for necrotic ulcer ( to 514 nm). Whole blood with a low hematocrit is characterized by a considerable depolarization length, at . This is indicative of the dependence on the scattering anisotropy factor , whose value for blood is of 0.982 to 0.999.5,167
Figure 18 presents the experimental data for decay of the degree of linear polarization for various tissues and blood with an increase of tissue layer thickness, expressed in terms of light transmittance through the layer.11
For many tissues, due to multiple scattering, it is impossible to detect pure ballistic photons (photons that do not experience scattering), but forward scattered photons retain their initial polarization and can be used for imaging purposes.2,5,6,9,10,15,18,94 It was experimentally demonstrated by Steve Jacques that laser radiation retains linear polarization on the level of within . Specifically, for skin irradiated in the NIR, , , and [Eq. (42)]. Consequently, light propagating in skin can retain linear polarization within the length of . Such an optical path corresponds to a delay time of 5.3 ps for light propagating in a tissue and allows for polarization imaging of macro-inhomogeneities with a spatial resolution equivalent to that of much more sophisticated time-resolved techniques. In addition, polarization-contrast imaging makes it possible to eliminate tissue specular reflection and bulk absorption, thus allowing for imaging of superficial microvessels and subsurface textural changes and erasing absorbers (melanin) from an image.8,10,19,51,60
Polarized Reflectance Spectroscopy
The morphological and functional state of tissue may be effectively monitored by the spectral analysis of the polarization properties of the scattered light.7,15,24,64,77,168–174 The probing of a tissue by a linearly polarized white light beam and measuring the spectral response of co- and cross-polarized components of the backscattered light allow one not only to quantify chromophore content, but also to estimate its in-depth distribution. It is important to note that tissue absorbers such as melanin in skin epidermis and hemoglobin in dermis increase the degree of the residual polarization of the backscattered light in the spectral ranges corresponding to absorbing bands of the dominate chromophores. This happens due to shortening of photon migration trajectories at absorption, because the length of trajectories is proportional to the multiplicity of scattering, i.e., determines depolarization ability. Since tissue chromophores are placed at different depths, their localization may be estimated owing to characteristic absorbing bands on the differential polarization spectra.15,168
The wavelength dependence of the intensity of the light elastically scattered by the tissue structure appears sensitive to changes in tissue morphology that are typical of precancerous lesions.7,24,169,171 It was found that specific features of malignant cells, such as increased nuclear size and nuclear/cytoplasmic ratio, are markedly manifested in the elastic light scattering spectra of the probed tissue. The oscillatory component of the spectra is due to a single scattering from surface epithelial cell nuclei and is described by Mie theory [see Eqs. (27)–(39), Figs. 10 and 13]. The density and size distributions of these nuclei could be reconstructed from the spectra. However, this superficial epithelial tissue probing method suffers from a diffuse background and hemoglobin absorption. By using a polarization discrimination technique for detection of linear co- and cross-polarized components of the backreflecting intensity, these drawbacks could be overcome.7,172 Polarized reflectance spectroscopy (PRS) will potentially provide a quantitative estimate not only of the size distributions of cell nuclei, but also of the relative refractive index of the nucleus. The potentialities of PRS have been demonstrated in a series of experimental works with tissue phantoms and in vivo epithelial tissues.7,15,24,71,169–174 A fiber optic probe175 with a high spatial resolution is prospective for clinical applications of PRS for early skin cancer diagnostics.
Fluorescence Polarization Spectroscopy
Fluorescence polarization spectroscopy is used to estimate parameters of the fluorophore environment.176 Thus, it has a potential for biomedical diagnostics, in particular, in discriminating between normal and malignant tissues.177–183 At polarized light excitation, the emission from a fluorophore in a nonscattering medium becomes depolarized because of the random orientation of the fluorophore molecules and the angular displacement between the absorption and emission dipoles of the molecules.176 These intrinsic molecular processes are sensitive to the local environment of the fluorophore.
In tissues, multiple scattering also leads to depolarization of the propagating polarized light, both of excitation and emission.177–183 Fluorescence polarization measurements should be sensitive to tissue structural or functional changes, which are caused by tissue malignancy at the molecular level (the sensitivity to the environmental molecules) or at the macrostructural level (the sensitivity to tissue scattering properties). In addition to polarized fluorescence spectra, fluorescence polarization anisotropy (), which is a dimensionless quantity independent of the total fluorescence intensity, is measured,176
Collagen, elastin, coenzymes (NADH/NADPH), and flavins contribute to polarized fluorescence spectra with orthogonal linear polarizations with excitation at 340 and 460 nm of human breast tissue samples.177,178 The contribution of NADH dominates with excitation at 340 nm as different forms of flavins dominate with excitation at 460 nm. A blueshift in the polarized fluorescence spectra maximum was found in the malignant, as compared to the normal tissue. A similar shift of 5 to 10 nm was also observed for 460-nm excited fluorescence. This shift is associated with the accumulation of positively charged ions in the intracellular environment of the malignant cells. A spectral shift of the maximum between the parallel and cross-polarized fluorescence spectra observed for rather thick tissue samples () was associated with the elastic scattering and the absorption properties of the tissue.
The fluorescence anisotropy factor measured for normal and malignant human breast samples at 440 nm emission and 340 nm excitation was higher for malignant tissues as compared to normal for very thin tissue sections, .178 By contrast, in thicker sections, the malignant tissue shows smaller fluorescence anisotropy than the normal tissues. The dependence on tissue thickness is associated with the manifestation of various mechanisms of fluorescence depolarization. Energy transfer and/or rotational diffusion of the fluorophores dominate in thin tissue sections, and these processes are faster in normal tissues than in malignant ones. In thicker sections, elastic light scattering dominates with more contribution to depolarization during light transport within the malignant tissues.
This suggests fluorescence anisotropy measurement to be a useful parameter for discriminating malignant sites from normal ones. It could be used especially for epithelial cancer diagnostics where thin superficial tissue layers are typically examined.178 Fluorescence-polarization measurements with exogenous fluorophores used for the demarcation of melanoma and other types of skin cancer are presented in Refs. 179180.181.182.–183.
Mueller Matrix Meter
In general, four independent polarization state measurements are necessary to obtain one element of Mueller matrix or LSM.15,144 A significant drawback of the technique at a CW mode use is the possible relative errors associated with small LSM elements obtained as differences of big intensity signals. These errors can be effectively reduced by modulating the polarization state in the incident and/or the scattered fields. A laser Mueller matrix meter based on polarization modulation of the incident and scattered light by mechanically rotating phase plates has been described.5,6,15,184–186 The principle of operation is described by the following matrix equation:Fig. 19.
As the phase plates (QWPs) are rotated, the intensity recorded by a photodetector would depend on time. By multiplying the matrices in Eq. (67) and performing the appropriate trigonometric transformations, one can find that the output intensity would be represented as a Fourier series, namely5,15,184–186
The coefficients of this series are defined by the values of the matrix elements of the sample under study and their measurement ensures a system of linear equations to determine the matrix . The number of equations are dependent on the ratio between rotation rates of the phase plates. The rotation rate ratio is 1:5, i.e., allows one to get an optimally stipulated system of linear equations () to find the full matrix .5,15,184–186 More sophisticated and fast electro-optic modulation of the polarization state is also used.187–190
Experimental studies of polarization properties of scattering tissues and cells are presented in multiple original and review literature (see, for example, Refs. 2, 220.127.116.11.10.–11, 1418.104.22.168.19.20.21.–22, 24, 28, 29, 3722.214.171.124.–42, 46, 4849.50.–51, 60, 65, 86, 87, 9091.–92, 94, 97, 105, 191192.193.194.–195). To classify tissue or cell abnormalities or functioning by analyzing their LSM angular dependences, one is able to account for the distinctions between elements and that would serve as a measure for scattering particles to be nonspherical. Studies of different types of pollen and marine organisms in diluted suspensions showed a high sensitivity to modification of their form. However, for dense cell suspensions or tissues, a similar distinction between and may be caused by multiple scattering.
The angular behavior of is most specific for various biostructures because of its sensitivity to small morphological alterations, such as surface roughness of spherical particles. It was used for determining the diameter of rod-shaped bacteria (Escherichia coli), which is difficult to measure using other techniques.40
The LSM angular measurements were used to examine RBC and white blood cells, in particular to quantify the index of refraction191 and to distinguish between disc-like and spherical-shaped RBC,192 as well as between two types of granulocytes.193
The measurements of angular dependences of the informative LSM elements for the human eye lenses carried out using the laser Mueller matrix meter (Fig. 19) demonstrate substantial modification of these dependencies for normal and turbid (cataractous) lenses6 (Fig. 20). If for the aged but clear lens a set of LSM elements , and differs only slightly from that of a system of monodisperse spherical particles, then for lens with cataract, the discrepancy is huge. Such studies are important for understanding in what way the alteration of spatial protein organization would lead to turbidity. As follows from experimental data, a transparent lens is featured by a system of small-diameter particles close to a monodisperse one, and a turbid lens contains a considerable fraction of bigger particles appearing due to the formation of high-molecular proteins. The high sensitivity of the LSM to variations in tissue structure makes it possible to use its measurement for early cataract diagnostics.
Polar Decomposition of Mueller Matrix
As we see, the interpretation of the measured polarization properties for clear tissues, thin tissue sections, and dilute cell suspensions is more or less straightforward and can be done in terms of characteristic LSM elements. However, for thick turbid tissues where polarization alteration can be due to multiple scattering effects, Mueller matrix measurements should be processed by its polar decomposition to quantify diattenuation, retardance, and depolarization separately.18–22,105,194–196 Following a paper by Gupta et al.,105 it is possible to underline some typical overlapping polarization effects that can be detected in multiple scattering tissues. A rotation of the plane of polarization of incident linearly polarized light (retardance) can be caused both by the presence of chiral molecules such as glucose or due to the diattenuation and retardance caused by single backscattering. In their turn, diattenuation and retardance associated with the presence of oriented collagen or myosin structures in tissues can also contribute to the depolarization as multiple scattering does.
To extract tissue structural information in the presence of all these factors affecting the depolarization, retardance, and diattenuation is a difficult problem. In addition to the above-discussed scattering angular-resolved Mueller matrix measurements, its spatially and spectrally resolved studies can provide valuable information for successful deconvolution of some of the different contributions.105,145
Polar decomposition of the Mueller matrix18–22,105,194–196 is an efficient way to quantify tissue polarization properties from the measured Mueller matrix, which is presented as a combination of a diattenuator , a retarder , and a depolarizer matrices. The steps involved in the polar decomposition of the Mueller matrix are shown as a flowchart in Fig. 21.105,196
Using the polar decomposition of the experimentally measured Mueller matrix, the depolarization index Δ at each wavelength can be computed [see Eq. (14)].
Linear Polarization Measurements: 3 × 3 Partial Mueller Matrix
As we see, the polarization properties of any tissue sample can be fully presented by a () Mueller matrix. This requires both linearly and circularly polarized light independent measurements (no less than 16) to be provided. For many medical diagnostic applications, more robust techniques are preferable; thus, the approach introduced by Gupta et al.,110,197,198 which is based exclusively on linear polarization measurements, has a good perspective. These authors suggest the use of a () partial Mueller matrix, containing only the first three rows and columns of the conventional () matrix. In that case, nine independent linear polarization measurements are enough to get all elements of the () matrix. Using the various symmetry constraints on Mueller matrix elements, the authors proved that for nondepolarizing media, the Mueller matrix can be fully reconstructed from the measured () matrix.
The decomposition procedure of the experimentally obtained () Mueller matrix as the product of diattenuation (), retardation (), and depolarization () matrices is described in detail.110,197,198 The measured Mueller matrix can be expressed as198
For a nondepolarizing sample, the depolarization matrix is the identity matrix, and can be used to calculate the linear retardance and circular retardance (optical rotation).
However, for a depolarizing sample, decoupling of the depolarization matrix is needed.197 In tissues, due to the randomization of the orientation of the polarization vector at multiple scattering, the depolarization of linearly polarized light is independent of the orientation angle of the incident linear polarization vector. Thus, polar decomposition of a () Mueller matrix can be provided and the linear retardance (), the circular retardance (), the linear depolarization coefficient (), and the linear diattenuation () can be quantified.197
The advantages of the linear polarization measurement technique follow from the simplicity of the measurement procedure and the possibility to provide measurements in a wider spectral range due to the absence of the QWPs required for circular polarization measurements. The measurement of polarization parameters (linear retardance, diattenuation, and depolarization) of normal and malignant tissue from human oral cavity and breast over the spectral range from 390 to 550 nm was reported.198 Also, multispectral () Mueller matrix imaging was performed over a spectral range from 470 to 632 nm for unstained gastric tissue sections.199 In this study, the combination of linear depolarization and linear retardance yields the highest accuracy in sample classification.
This () Mueller matrix technology shows the feasibility of implementing polarimetric imaging in an endoscopic investigation in order to reveal valuable diagnostic information.200
Circular Light Probing and Optical Activity
Many tissues and cell suspensions demonstrate the effects of optical activity that are manifested in circular dichroism (diattenuation) and circular birefringence (retardance). The optical activity may be conditioned by the intrinsic optical activity of tissue containing molecules [see Fig. 7(d)] and by the form of the structural elements of tissue [see Fig. 7(c)]. Circular intensity differential scattering (CIDS) is a technique based on measurements of a difference between scattered intensities for left and right circularly polarized incident light. CIDS is related to the measurement of the LSM element.96 The form-CIDS can be associated with anisotropy caused by the helical structure of the particles.193 The measurements of CIDS are used to study secondary and ternary structures of macromolecules and the polymerization of hemoglobin in sickling RBCs.144 The experimental studies of polarization properties of laser radiation scattered by thin sections of optically active tissues show that laser polarization scattering can be employed for effective diagnostics of tissue structure.86
In a tissue containing chiral molecules exhibiting optical activity, such as glucose [see Fig. 7(d)], the polarization measurements can provide a noninvasive estimation of their concentration by using an optical rotatory dispersion method.5,15,17,83,84,88 The angle of rotation of the plane of linearly polarized light passing through the media depends linearly on the concentration of the chiral species, the path length through the sample, and the specific rotation, which is a constant for a particular chiral molecule. The net rotation is expressed as , where is the specific rotation for the species in at the wavelength is the path length in dm, and is the concentration in . Glucose in the body is dextrorotatory (rotates light in the right-handed direction) and has a specific rotation of at the wavelength of 589 nm. At physiological concentrations and path lengths of , optical rotation due to glucose is only 0.005 deg. However, a number of techniques providing the needed accuracy exist.5,15,17,83,84,88 Most of them use crossed polarizers to measure rotation via alteration of amplitude or measure the relative phase shift of modulated polarized light passing through the sample.
It is difficult to measure sugar concentration in blood in vivo because of strong light depolarization due to light multiple scattering in superficial tissue layers of skin or mucosa. For this reason, the anterior chamber of the eye (aqueous humor) was suggested as a site for polarimetric measurement since scatter in the eye cornea is generally very small compared to other tissues.88 The use of optical polarimetry for the noninvasive measurement of physiological glucose concentration in the anterior chamber of the eye of New Zealand white rabbits was reported.
To quantify changes in light polarization associated with alterations in tissue structure, the use of a Poincaré sphere has been suggested.67,94,201,202 The coordinates on the Poincaré sphere are defined by the Stokes parameters [see Eq. (2)]. The Poincaré sphere makes it easier to identify at once different polarization states and, thus, is very practical in use (Fig. 22).
As we already discussed, when incident circular polarized light is multiply scattered, it is depolarized with the depolarization rate depending on the size and shape of scattering particles,54,58,147 and on the number of scattering events (see Fig. 17).13,147,203 Because of the intrinsic phase difference between two orthogonal linear components of the circularly polarized light, an incident state of polarization undergoes a flip in its helicity at backscattering.75 For a tissue, represented as a system of large particles, due to strong forward scattering, the initial helicity of light is preserved.54,58,147 Thus, the measured helicity of the scattered light with respect to the incident one will give information on whether it has been forward or backward scattered.
The experimental setup utilizing tissue probing by the circularly polarized light is presented in Fig. 23.89,93 The backscattered light is collected at a distance from the point of light incidence under the angle and then passed through a conventional polarimeter to measure its state of polarization. The MC simulation93 indicated that when the source–detector separation is small (), the detected signal is likely to be overwhelmed by the cross-polarized component due to single-backscattering events at or near the tissue surface. At bigger source–detection separations, the path lengths of the detected photons increase, thus, the contribution of the copolarized component to the detected signal dominates. Such behavior is also supported by data presented in Fig. 17, where the total circular light depolarization, , is happening at approximately five scattering events when intensities of cross- and copolarized components are equal to each other. With an increase of , the multiplicity of scattering for detected photons increases; thus, the copolarized component prevails on the cross-polarized. The distance causing complete depolarization is related to the optical properties of the medium, specifically the TMFP [see Eq. (44)]. For the size parameter of a tissue , if detectable DOP and if it is .54
To observe cancer development, the measurement of the polarization properties of light backscattered from tissue samples at probing by a circularly or elliptically polarized laser beam was shown to be effective.93,94,201 It was found that by tracking the Stokes vector of the scattered light on the Poincaré sphere, the difference between normal and cancerous tissue can be detected (Fig. 24).
Polar decomposition of the Mueller matrix measured in the forward detection geometry was used to extract the optical rotation of a chiral molecule (glucose) in turbid media and blood.204 It was found that the optical rotation linearly increases with the concentration of glucose and the scattering multiplicity makes the rotation angle larger. The optical rotation in these media follows the Drude’s dispersion relation. The blood measurements of diabetic patients show that the extracted rotation angle induced by glucose is in accordance with the clinical diagnosis. For interpretation of experimental data obtained for the Mueller matrix measurements done at transillumination of strongly scattering media, the results of Refs. 205 and 206 could be useful.
Polarization imaging is an innovative and prospective technology for medical diagnostics.2–6,9,15,16,18–22,29,86,132,144,166,170,171,179–183,202–273 The techniques are from the simplest and robust to unique and comprehensive, such as polarized light microscopy (PLM) and ellipsometry,48,49,76,86,209–213,217 linear polarization degree mapping and gating,8,10,19,25,27–29,51,57,60,71,95,152,162,169–171,174,207,218 polarized fluorescence imaging,179–183 full-field polarization-speckle technique,15,29 polarized light spatial frequency domain imaging,214 two-dimensional backscattering Mueller matrix measurements,18,20–22,79–82,91,92,105,145,154,194 circularly polarized laser beam probing and Poincaré sphere tracking,67,94,201,202 Mueller matrix polarimetric endoscopy,215,216,261 spectral light scattering polarimetry,7,23,24,162,217,219 Mueller matrix fluorescence spectroscopy,220–222 polarized Raman spectroscopy,223,224 PS-OCT,2,5,9,15,21,22,61,62,66,67,103,129,132,163,202,225–250,256–260,268 and polarization-resolved nonlinear microscopy132,133,189,190,251–253,262 based on vector Bessel beams254 or polarization modulation for light focusing through turbid tissue.255 Single cell polarization studies263,264 and nanoparticle enhanced cell and tissue polarization imaging,163,265–270 as well as clinical applications of different polarization imaging technologies198,199,257–260,271–273 are also of great interest.
Degree of Polarization Imaging
The simplicity of the technical arrangement is one of the advantages of the linear polarization degree mapping and gating method. Only two polarization filters are needed. One linear polarizer is mounted on the light source and another is placed in front of the camera and is free to be rotated with respect to the first polarizer to provide either parallel or perpendicular orientation to the direction of polarization of the illuminating light.
For instance, by using polarized light photography at parallel polarizers, one selectively probes superficial features of the skin.51,59,170,207,273 Surface features can be viewed without image distortion by underlying pigmented lesions or erythema, and by light coming from the skin depth and underlying tissues. Instead, with the crossed polarizers, the surface irregularities, such as scales, wrinkles, and pore openings, are eliminated from the image. Therefore, the evaluation of melanin content, erythema, and inflammatory lesions is possible.207,273 Human skin UV reaction, photodamage, response of psoriatic and acne lesions to treatment, and irritancy were evaluated using polarization photography.207
A calculation of degree of polarization for each pixel of the polarization image gives new important features of the technique—degree of polarization imaging (DPI).10,170 Two images received for the copolarized, , and cross-polarized, , components are algebraically combined to yield a residual DPI described by Eq. (4). The numerator in this equation is sensitive only to polarized light and rejects randomly polarized diffuse light. On the other hand, the attenuation factor due to absorption (melanin, hemoglobin) is common to all terms (in numerator and denominator) of Eq. (4) and thus cancels out. As skin freckle is a superficial melanin pigmentation, it acts like an absorptive filter that attenuates light passing in/out of the skin, which affects both and images approximately to the same degree. Therefore, freckle melanosomes do not influence the DPI image [Figs. 25(a) and 25(b)]. For pigmented nevi, melanin are usually imbedded deeper in the skin; thus due to influence of scattering of surrounding tissues, the statement of equality of melanin absorption affecting on and images is not yet completely valid. Thus, the calculated DPI may not perfectly eliminate melanin inclusion; however, it is sufficient to see apparent scattering from nevus structures [Figs. 25(c) and 25(d)].
Figure 26 presents monochromatic images of burn-injured skin surface obtained for co- and cross-polarized light detection in the spectral band of hemoglobin absorption. The DPI image contrast () considerably exceeds the contrast of co- and cross-polarized images (0.08 to 0.13). The depth of DPI is of 100 to .
The quantitative estimation of epithelial cellular structures in situ done by polarized light scattering spectroscopy is described elsewhere.7,15,24,71,169–174 A cross-polarized multispectral technique allows for real-time imaging of skin structures with the resolution down to over a wide-field of (Fig. 27).95,218 The images acquired at 440 nm reject light remitted from the epidermis, thus enabling a high-resolution visualization of collagen in the papillary dermis.
This section presents a few examples of polarization imaging and evaluation of structural properties of tissues that normally show multiple scattering. For some tissues, like tendon, tissue sectioning is enough to see and evaluate collagen birefringence on the background of relatively small scattering (Fig. 28).114
Polarized Light Microscopy
For other tissues, such as eye sclera or skin, either optical clearing that reduces light scattering is needed to estimate birefringence for thick tissue sections,15 or one is able to use very thin sections of around .213 PLM of thin tissue sections demonstrates accurate, repeatable, and robust data on fiber orientation with -scale resolution over a broad field of view (Fig. 29).213 Similar to the optical scheme presented in Fig. 28, a white light source and two polarizing filters were used in PLM. Multiple images were acquired with various filter orientations relative to the sample separated by 45 deg. The signal intensities from the set of images were used to compute the local orientation at each CCD pixel with weighting by a parameter denoted as Energy,
PLM may have a broad range of applications where collagen fiber orientation and organization of a tissue are of interest, in particular, to understand tissue biomechanics.244,245 Additional coherence gating in PS-OCT also allows one to measure linear birefringence on the background of strong scattering as in intact human eye sclera.240
Two-Dimensional Reflection and Transmission Light-Scattering Matrix
The registration of two-dimensional polarization patterns for the reflection and transmission of a polarized incident narrow laser beam is the basis for the polarization imaging technique. The most informative images can be received by using the Mueller matrix approach. To determine each of the 16 experimental LSM, a total of 16 images should be taken at various combinations of input and output polarization states. Figure 30 demonstrates corresponding LSMs calculated for a turbid medium with parameters characteristic to tissues.15 The patterns of the reflection Mueller matrix XE “Mueller matrix” are identical to those reported elsewhere.108,149,150 The symmetries in the patterns can be explained by the symmetries in the single-scattering Mueller matrix and the medium.149 The transmission and reflection matrices have quite different patterns. One of the differences appears in and elements. Due to the mirror effect in the reflection process of the scattered light, they are antisymmetric in the reflection mode but symmetric in the transmission one.
The comparison of the Mueller matrix elements calculated for the microsphere-silk tissue model and polarized reflectance images of fresh skeletal muscle is shown in Fig. 31.85 For polarized reflectance, a total of nine equi-intensity profile (EIP) images are displayed corresponding to different combinations of incidence and reflectance polarization states, i.e., horizontal linear (H), vertical linear (V), and 45 deg linear (P). The first set of QWP and linear polarizer controlled polarization of the incident laser beam and the second set, placed in front of the CCD, controlled the polarization of the backscattered light.
The EIP images for skeletal muscle and a microsphere-silk sample do not match quantitatively to each other. However, they are quite similar in form, which proves the skeletal muscle model as a combination of both spherical and cylindrical scatterers. In particular, the VV image, which corresponds to vertical incident polarization and vertical reflectance polarization states, has the highest intensity and is elongated along the -axis (the perpendicular direction to cylindrical scatterers). The HH image shows a distinct rhombic shape with more balanced intensities along the - and -axes. The EIPs of the other images have patterns that are between HH and VV. Images have a diagonal symmetric relationship, see HV-VH, HP-PH, and VP-PV. The differences in VV and HH images can be explained using Mie scattering theory for spheres and infinitely long dielectric cylinders.85,96 Polarization maintaining photons tend to be scattered to the perpendicular direction of cylindrical scatterers (), which gives the specificity of EIP patterns in comparison with the pure spherical particle tissue model.
The degree of polarization (DoP) maps or depolarization maps for imaging of polarization dependent alterations in the depolarization is also used for optical imaging.105,106 The depolarization as a function of input polarization is described by Eq. (14), which can be expressed via the angle, characterizing the orientation of the ellipse of the input polarization state, and phase retardance [see Eqs. (15) and (16)].105
Measurement of Mueller matrix requires at least 16 intensity measurements at different input polarization states, for each of which the scattered light is analyzed with four different analyzer configurations (Fig. 19). The incident polarization states are created by taking four different orientations of the fast axis of the QWP with respect to the pass axis of the polarizer. The DoP maps are constructed from depolarization measurements for light emerging from different spatially separated points in the tissue sample at its illumination with a narrow laser beam (Fig. 32). These maps can be used to extract the scattering coefficient, the anisotropy factor, and the mean particle size.150
Polarization-Sensitive Optical Coherence Tomography
OCT is an interferometric technique providing high-resolution cross-sectional tissue images by detection of the intensity of a low-coherence light reflected from tissue layers or other inhomogeneities.2,5,274 To study complex anisotropic tissues possessing microscopic fibrous structures, including collagen fibers and nerve fibers, a conventional OCT was improved by enabling measurements of signal polarization characteristics, which is the PS-OCT.2,5,9,15,21,22,61,62,66,67,103,129,132,163,202,225–250,256–260,268 In-depth measurements of Stokes parameters allow for determination of tissue birefringence (phase retardation), dichroism (diattenuation), and optic-axis orientation. Advanced PS-OCT systems give the possibility for tissue imaging by measurements of a full Jones matrix103,202,239,241,242 or Mueller matrix61,62,67,202,239 for each pixel, as well as representing results of imaging in the form of the Poincaré sphere.67,202,239
In the majority of studies by PS-OCT, the criterion of pathology in tissue is a measured decrease in tissue macroscopic birefringence. However, it is difficult to make correct measurements of birefringence for depths of more than 300 to . For deeper layers (up to 1.5 mm), a much simpler version of PS-OCT—the cross-polarization OCT (CP-OCT)—can be employed.225–228,246–248,250,260 Light depolarization caused by light scattering and tissue birefringence both lead to the appearance of a cross-polarized component in the backscattered light. It is important to note that both types of images—conventional and cross-polarized—are obtained from the same tissue site. Neoplastic pathology development is characterized by the changes in the amount of collagen fibers and their spatial organization to which CP-OCT is very sensitive. The facilities of the CP-OCT to give additional structural information were demonstrated by ex vivo human esophagus scar tissue imaging,228 by study of evaluation of oral mucosa collagen246 and human bladder mucosa pathologies in vivo,247 and by multimodal optical imaging for characterization of atherosclerotic plaques.248
A method of mapping cardiac muscle structure using the local optical axis obtained from PS-OCT measurements was described.234,235 The true local depth-resolved tissue anisotropic parameters, such as optical axis, retardation, and diattenuation, were obtained using a Jones matrix based PS-OCT system and designed algorithm for extraction of parameters. The cross-helical laminar structure of myocardial fibers was clearly visualized using the developed optical tractography technology.235
The polarization-sensitive light–tissue interactions in human retina studied by PS-OCT were recently discussed and their use for retinal diagnostics was demonstrated.238 These are birefringence of the RNFL, which can be used as a marker for glaucoma diagnostics, and depolarization observed in the retinal pigment epithelium, which can be used to detect lesions like drusen or atrophies in age-related macular degeneration.
A novel PS-OCT system combined with retinal tracking functionality was designed.236,237 It consists of integrating a PS-OCT and a line-scanning laser ophthalmoscope (LSLO). Based on the images acquired by the LSLO, the system compensated for motion artifacts by adjusting the OCT scanner position in real time. The PS-OCT system was tested in healthy eyes demonstrating the usefulness and the superior image quality achieved in a real clinical situation.
PS-OCT has been used in a wide variety of applications, including correlating burn depth with a decrease in birefringence, in vivo imaging of human burn injuries, measuring the birefringence of RNFL,67,202,238,239,257 monitoring the onset and progression of caries lesions, demineralization and remineralization processes,249,250 clinical monitoring of enamel lesions,260 as well as collagen restoration in bacteria-infected wounds at antimicrobial photodynamic treatment.258,259
The refractive index (RI) mismatch exists between cellular tissue components, such as cell membrane, cytoplasm, cell nucleus and other organelles, melanin granules, and the extracellular fluid. For fibrous connective tissue, there is an index mismatch of interstitial fluid (ISF) and long strands of scleroprotein (collagen-, elastin-, or reticulin-forming fibers). The scattering particles (organelles, protein fibrils, membranes, and protein globules) exhibit a higher density of proteins and lipids in comparison with the ground substance and, thus, a greater RI ( to 1.47). The RI of the ISF, cytoplasm, and blood plasma, where fibers, cell organelles, or blood cells are distributed, is to 1.35. The scattering efficiency of a tissue depends on the (RI) mismatch between the RIs of ISF and scatterers . For the tissue model that can be presented as a monodisperse system of thin dielectric cylinders () with a number of fibrils per unit area , the scattering coefficient has the form5
The described tissue model is applicable to any fibrous soft tissue, including sclera, skin dermis, and muscle. A bit more sophisticated model is presented in Fig. 31, which combined cylindrical and spherical particles. To provide optical clearing, the RI of the optical clearing agent (OCA) should be higher than the RI of the ISF and cytoplasm. Therefore, diffusion of foreign molecules of an OCA inside tissue will reduce the RI mismatch () and correspondingly will lead to a drop of the scattering coefficient (). The single-scattering directness, described by a scattering anisotropy factor , is also sensitive to RI matching [see Eq. (11)]; it increases with the better matching conditions.5As a result of these two processes, reduced scattering coefficient becomes a very sensitive function of RI matching. Therefore, TMFP of a photon, which is defined by Eq. (42), is a key parameter for image contrast and probing depth, including polarization-sensitive measurements (see Fig. 18), and could be increased significantly at RI matching. It follows from Eq. (72) that a relatively small increase in the RI of the background matter will cause a few-fold decrease of the scattering coefficient .
There are several main mechanisms of light scattering reduction in living tissues induced by an OCA:5,201,275–297 (1) partial replacement of the ISF by an OCA,5,144,275–282,289–295 (2) dehydration,5,144,277–282,284,289–295 (3) structural modification (better ordering),5,144,283,284,289–295 and (4) reversible dissociation or solubility of collagen.285–288
For fibrous connective tissue similar to sclera, dura mater, dermis, the first mechanism could be prevalent for many of the tested chemical agents for which the molecule size is much less than the mean cross-section of interfibrillar space. Both the first and the second processes mostly cause matching of the RIs of the tissue scatterers (cell constituents, collagen, and elastin fibers) and the cytoplasm and/or ISF. The RI matching is manifested in the reduction of the scattering coefficient () [Eq. (50)] and increase of single-scattering directness (). The second and the third mechanisms are characteristic for application of hyperosmotic agents.
Structural modification is manifested as tissue shrinkage; it causes the near-order spatial correlation of scatterers (see Fig. 11)5,144,283 and, as a result, the increased constructive interference of the elementary scattered fields in the forward direction and destructive interference in the perpendicular direction of the incident light, which may significantly increase tissue transmittance even at residual RI mismatch.
If an OCA, like sugars, sugar alcohols, and other organic solvents, is applied to living tissue for a limited time (from minutes to a few hours), it could reversibly destabilize the collagen structure by interactions of hydrogen bonds between collagen and OCA molecules, i.e., lead to reversible collagen solubility that correlates with tissue optical clearing potential.286–288 A lesser hydrodynamic radius of tissue scatterers (collagen fibers) in that case could be the main reason for reduction of tissue light scattering.
All these mechanisms, which usually coexist, can lead to a significant decrease of the reduced scattering coefficient of fibrous connective tissues, such as skin dermis, eye sclera, dura mater, tendon, skeletal muscle, and myocardium.
Dynamics of tissue polarization structure at OCA immersion can be easily observed using an optical scheme with a white light source and a tissue sample placed between two in parallel or crossed polarizers (Fig. 28). The evolution of polarization images (crossed polarizers) during human sclera optical clearing is shown in Fig. 33. A tissue layer works as a phase plate (or number of phase plates),296–298 whose linear birefringence is spatially and temporally dependent. As scattering goes down with time due to RI matching, the birefringence of fibrillar structure of the sclera affects the transmittance of the optical system in crossed polarizers (see also Fig. 28). The spatial inhomogeneities of images are due to spatial variations of the sample thickness and structure, which both may influence the efficiency of OCA impregnation and corresponding phase shift between the orthogonal optical field components.
By comparison of kinetics of optical clearing curves for the linearly polarized component of transmitted intensity , which is in parallel to the polarization of the incident beam, and the total transmitted intensity of scleral tissue layer, presented in Fig. 34, we can conclude that OCA-induced optical clearing leads to an increase in the length of tissue depolarization ability.279 The intensity of transmitted linearly polarized light is significantly improved. As far as the tissue sample is immersed, the number of scattering events decreases and the residual polarization degree of transmitted linearly polarized light increases. As a result, the kinetics of the average transmittance () and degree of polarization () are correlated. It is important to note that there is also some correlation between the total transmitted intensity () and the intensity of the orthogonal polarization component (), which can be explained as an inclusion of tissue birefringence that is revealed at low scattering conditions (see Fig. 33). Data presented in Fig. 34 demonstrate the reversibility of tissue optical clearing by a successive OCA and physiological solution application.
As a spatially coherent laser beam was used in this experiment, the speckle pattern transformation accompanied optical clearing effects (see inserted far-field speckle patterns in Fig. 34). Transmitted intensities , and were measured as mean speckle intensities averaged over the scanning trace (1.5 mm) in the paraxial region. It is well seen that the speckle patterns are transferred from small-size and more or less homogeneously distributed speckles, characteristic for multiple scattering, to big-size inhomogeneously distributed speckles with a large portion of ballistic photons in the central part of the pattern.
Reduction of the scattering at optical immersion makes it possible to detect the polarization anisotropy of tissues more precisely and to separate the effects of light scattering and intrinsic birefringence of the tissue polarization properties. It is also possible to study the features of birefringence of form at optical immersion. When immersion is strong, the RI of the tissue anisotropy structure will be close to the RI of the ground media, and the birefringence of form should be eliminated. Because both phenomena—light scattering and birefringence of form— are based on the RI mismatching—scattering due to irregular refractive index variations and birefringence due to regular ones [see Eqs. (21) and (72)], strong immersion condition is a way to evaluate a molecular intrinsic birefringence of collagen fibrils.
Figure 35 shows the reversible loss of turbidity and birefringence in rodent tail tendon observed at glycerol (13 M) application.285 The dark background in each of the images demonstrates the extinction of illuminating light at crossed polarizers. Characteristic banding patterns observed in the tendon sample indicate ordered fibril organization. The distribution of pattern brightness corresponds to the distribution of a phase shift between orthogonal optical field components [see Eq. (21)], and the background smooth brightness corresponds to light scattering. Loss of transmittance at the sample edges and appearance of bright spots in the middle of the sample in the course of glycerol action indicate RI matching of collagen fibers. The complete RI matching at the edge region happens earlier than in the middle of the sample, and turns tissue to lose scattering and birefringence completely in this region. In the middle region of the sample, refractive index matching is not completed and most scattering is reduced (loss of turbidity); thus, bright and dark areas corresponding to a certain phase shift are well seen. Tissue shrinkage at glycerol action, due to tissue dehydration, as well as hypothesized by authors of Ref. 286 the reversible dissociation of collagen, may have influence on the pattern formation. The rehydration of the tissue sample in saline makes the banding structure fully visible in the crossed polarizers due to resumption of the tissue birefringence and turbidity approximately to the initial states.
The backreflected circularly polarized light from a scattering medium at its immersion optical clearing was investigated for tissue phantom using the experimental setup shown in Fig. 23.201 The high sensitivity of the parameters of the reflected circularly polarized light to changes of phantom scattering properties was demonstrated (Fig. 36). The improvement of the polarization ability of the backreflected circular polarized light at optical clearing with an increase of OCA concentration (glycerol) is well seen.
Nanoparticle Enhancement of Contrast of Polarized Light Microscopy
Another possibility to enhance polarization contrast at cell and tissue imaging is to use nanoparticles.163,265,–270 Recent advances in plasmonic nanoparticle synthesis with different shapes and composition give new opportunities for PLM. For instance, a combination of stellated gold nanoparticles (GNPs) with polarization-sensitive dark-field microscopy was successfully used for detecting molecular assemblies and tracking of individual epidermal growth factor receptors within single live cells with a high signal-to-background ratio.265 Depolarization of linearly polarized light by stellated nanoparticles was over 15-fold more efficient than similar-sized spheroidal nanoparticles. This allowed one to provide a robust detection of nanoparticle labeled molecules in cross-polarized imaging where the intrinsic light scattering from cells is significantly reduced. A single molecule sensitive imaging with no signal degradation was demonstrated.
Polarization properties of differently shaped GNPs, such as rods, tetra-pods, flowers, and stars, were studied by using Mueller matrix measurements.266 It was shown that for all the particle shapes investigated, the depolarization for circularly polarized light is larger than that for linearly polarized light by about a factor of 2, and depolarization is largest for the rod-shaped particles. The wavelength dependences of the retardance and diattenuation properties of the GNP suspensions were also investigated experimentally and theoretically using discrete dipole approximation.
For Intralipid tissue phantoms, it was demonstrated that at a given extinction coefficient, the absorption of the GNPs contributes more to the depolarization of the turbid medium.267 The GNP scattering is significant only for the larger-sized particles. The depolarization of GNPs dominates in the low-scattering phantoms. For highly scattering samples, GNP absorption significantly modulates the depolarization spectra of the turbid medium.
Standard PS-OCT hardware was used to discriminate cells and gold nanorods within 3-D tissue cultures based on motility-, autocorrelation-, and polarization-sensitive algorithm.163 The amplitude (motility) and time scale (autocorrelation decay time) of the speckle fluctuations were combined with the cross-polarization pixel-wise OCT imaging. This combination of metrics provided high specificity for discriminating diffusive gold nanorods and mammary epithelial cell spheroids within 3-D tissue culture.
A novel approach toward significant enhancement of image contrast of OCT microscopy was recently demonstrated.268 It is based on the combination of a circular-polarization OCT system with 3-D chiral nanostructures as contrast agents. By detecting the circular intensity differential depolarization, high-quality images of single chiral nanoparticles underneath a 1-mm-thick tissue-mimicking phantom were successfully acquired.
Ultrahigh polarimetric image contrast enhancement for skin cancer diagnosis using InN plasmonic nanoparticles in the terahertz range was demonstrated using Mueller matrix imaging.269 Detection of water content in the tissue with high sensitivity was made possible yielding a limit of detection down to 0.0018% for relative alterations in the water content.
A single-cell optical clearing methodology is also prospective for improvement of polarization-sensitive cell imaging in combination with plasmonic nanoprobes, hyperspectral dark-field microscopy, angular elastic light scattering, and optical tweezers.264,270
The author hopes that the summarized intrinsic origins of tissue polarization anisotropy, presented discussion of fundamentals, basic theories, and experimental techniques for the study of polarized light interaction with biological tissues and cells will enable readers to be acquainted with and to understand the main specific features of polarized light propagation and interaction in random and quasi-ordered tissues with basic single and multiple scattering. In vitro and in vivo studies demonstrate the abilities of polarization-sensitive techniques to provide diagnostics and monitoring of tissue lesions and other abnormalities. We emphasize that immersion optical clearing and nanoparticle labeling are useful technologies for tissue polarization properties differentiation and quantification, and for further improvement of polarization imaging facilities and polarization properties control.
In spite of the presented discussion of the recent key polarization-sensitive optical methods that make possible the quantitative early pathology diagnostics, polarization optical imaging is a rapidly developing, innovative, and prospective technology that could not be overviewed in one paper. Thus, many novel polarization techniques, such as full-field polarization-speckle technique, polarized light spatial frequency domain imaging, Mueller matrix polarimetric endoscopy, spectral light scattering polarimetry, Mueller matrix fluorescence spectroscopy, polarized Raman spectroscopy, PS-OCT, and polarization-resolved nonlinear microscopy, were only mentioned with some basic referencing. The author leaves this to the readers for self-learning.
A comparative study aimed to describe the similarities and differences between the Jones and Stokes–Mueller formalisms at modeling polarized light propagation, using MC numerical simulations done by authors of Refs. 299 and 300 also should be of interest to the readers. In these papers, the theoretical concepts of pure and partially polarized light propagation and detection, as well as fundamentals and historical aspects of matrix polarization optics, are presented.
Many results presented in this paper on modeling of tissue polarization properties were received by Irina L. Maximova, who passed away in 2013. I will remember her forever as a very talented scientist and a great person. I would like to thank Yurii P. Sinichkin, Georgy V. Simonenko, Dmitry A. Zimnyakov, Lihong V. Wang, Steven L. Jacques, and Igor Meglinski for a long-time collaboration in the field of tissue polarization optics. This study was supported in parts by grants 14.Z50.31.0004 of the Government of the Russian Federation, 14-15-00186 of the Russian Science Foundation, and the Tomsk State University Academic D. I. Mendeleev Fund Program.
Valery V. Tuchin is a professor and head of optics and biophotonics at Saratov National Research State University and a few other universities and institutions. His research interests include tissue optics, laser medicine, tissue optical clearing, and nanobiophotonics. He is a fellow of SPIE and OSA, has been awarded Honored Science Worker of the Russia, SPIE Educator Award, FiDiPro (Finland), Chime Bell Prize of Hubei Province (China), and Joseph W. Goodman Book Writing Award (OSA/SPIE).