Learning Objectives

By the end of this section, you will be able to do the following:

• Investigate different types of microscopes
• Learn how an image is formed in a compound microscope

The information presented in this section supports the following AP® learning objectives and science practices:

• 6.E.5.1 The student is able to use quantitative and qualitative representations and models to analyze situations and solve problems about image formation occurring due to the refraction of light through thin lenses. (S.P. 1.4, 2.2)

Although the eye is marvelous in its ability to see objects large and small, it obviously has limitations to the smallest details it can detect. Human desire to see beyond what is possible with the naked eye led to the use of optical instruments. In this section, we will examine microscopes, instruments for enlarging the detail that we cannot see with the unaided eye. The microscope is a multiple-element system having more than a single lens or mirror (see Figure 9.15). A microscope can be made from two convex lenses. The image formed by the first element becomes the object for the second element. The second element forms its own image, which is the object for the third element, and so on. Ray tracing helps to visualize the image formed. If the device is composed of thin lenses and mirrors that obey the thin lens equations, then it is not difficult to describe their behavior numerically.

Microscopes were first developed in the early 1600s by eyeglass makers in The Netherlands and Denmark. The simplest compound microscope is constructed from two convex lenses as shown schematically in Figure 9.16. The first lens is called the objective lens, and has typical magnification values from $\mathrm{5\times }$ to $\mathrm{100\times }\text{.}$ In standard microscopes, the objectives are mounted such that when you switch between objectives, the sample remains in focus. Objectives arranged in this way are described as parfocal. The second, the eyepiece, also referred to as the ocular, has several lenses which slide inside a cylindrical barrel. The focusing ability is provided by the movement of both the objective lens and the eyepiece. The purpose of a microscope is to magnify small objects, and both lenses contribute to the final magnification. Additionally, the final enlarged image is produced in a location far enough from the observer to be easily viewed, since the eye cannot focus on objects or images that are too close.

To see how the microscope in Figure 9.16 forms an image, we consider its two lenses in succession. The object is slightly farther away from the objective lens than its focal length $f_{\text{o}}\text{,}$ producing a case 1 image that is larger than the object. This first image is the object for the second lens, or eyepiece. The eyepiece is intentionally located so it can further magnify the image. The eyepiece is placed so that the first image is closer to it than its focal length $f_{\text{e}}\text{.}$ Thus the eyepiece acts as a magnifying glass, and the final image is made even larger. The final image remains inverted, but it is farther from the observer, making it easy to view—the eye is most relaxed when viewing distant objects and normally cannot focus closer than 25 cm. Since each lens produces a magnification that multiplies the height of the image, it is apparent that the overall magnification $m$ is the product of the individual magnifications:

where $m_{\text{o}}$ is the magnification of the objective and $m_{\text{e}}$ is the magnification of the eyepiece. This equation can be generalized for any combination of thin lenses and mirrors that obey the thin lens equations.

Normal optical microscopes can magnify up to $\mathrm{1500\times }$ with a theoretical resolution of $–0.2\text{μm}\text{.}$ The lenses can be quite complicated and are composed of multiple elements to reduce aberrations. Microscope objective lenses are particularly important as they primarily gather light from the specimen. Three parameters describe microscope objectives: the numerical aperture $\text{(}\text{NA}\text{)}$, the magnification $(m)\text{,}$ and the working distance. The $\text{NA}$ is related to the light gathering ability of a lens and is obtained using the angle of acceptance $\theta$ formed by the maximum cone of rays focusing on the specimen (see Figure 9.17(a)) and is given by

where $n$ is the refractive index of the medium between the lens and the specimen and $\alpha =\theta /2\text{.}$ As the angle of acceptance given by $\theta$ increases, $\text{NA}$ becomes larger, and more light is gathered from a smaller focal region giving higher resolution. A $0\text{.}\text{75-}\text{NA}$ objective gives more detail than a $0\text{.}\text{10-}\text{NA}$ objective.

While the numerical aperture can be used to compare resolutions of various objectives, it does not indicate how far the lens could be from the specimen. This is specified by the working distance, which is the distance—in mm usually—from the front lens element of the objective to the specimen, or cover glass. The higher the $\text{NA}$ the closer the lens will be to the specimen and the more chances there are of breaking the cover slip and damaging both the specimen and the lens. The focal length of an objective lens is different than the working distance. This is because objective lenses are made of a combination of lenses and the focal length is measured from inside the barrel. The working distance is a parameter that microscopists can use more readily as it is measured from the outermost lens. The working distance decreases as the $\text{NA}$ and magnification both increase.

The term $f/\#$ in general is called the f-number and is used to denote the light per unit area reaching the image plane. In photography, an image of an object at infinity is formed at the focal point and the f-number is given by the ratio of the focal length $f$ of the lens and the diameter $D$ of the aperture controlling the light into the lens (see Figure 9.17(b)). If the acceptance angle is small, the $\text{NA}$ of the lens can also be used as given below:

As the f-number decreases, the camera is able to gather light from a larger angle, giving wide-angle photography. As usual there is a trade-off. A greater $f/\#$ means less light reaches the image plane. A setting of $f/\text{16}$ usually allows one to take pictures in bright sunlight as the aperture diameter is small. In optical fibers, light needs to be focused into the fiber. Figure 9.18 shows the angle used in calculating the $\text{NA}$ of an optical fiber.

Can the $\text{NA}$ be larger than 1.00? The answer is yes if we use immersion lenses in which a medium such as oil, glycerine, or water is placed between the objective and the microscope cover slip. This minimizes the mismatch in refractive indices as light rays go through different media, generally providing a greater light-gathering ability and an increase in resolution. Figure 9.19 shows light rays when using air and immersion lenses.

When using a microscope, we do not see the entire extent of the sample. Depending on the eyepiece and objective lens, we see a restricted region which we say is the field of view. The objective is then manipulated in two-dimensions above the sample to view other regions of the sample. Electronic scanning of either the objective or the sample is used in scanning microscopy. The image formed at each point during the scanning is combined using a computer to generate an image of a larger region of the sample at a selected magnification.

When using a microscope, we rely on gathering light to form an image. Hence, most specimens need to be illuminated, particularly at higher magnifications, when observing details that are so small that they reflect only small amounts of light. To make such objects easily visible, the intensity of light falling on them needs to be increased. Special illuminating systems called condensers are used for this purpose. The type of condenser that is suitable for an application depends on how the specimen is examined, whether by transmission, scattering or reflecting. See Figure 9.20 for an example of each. White light sources are common and lasers are often used. Laser light illumination tends to be quite intense and it is important to ensure that the light does not result in the degradation of the specimen.

We normally associate microscopes with visible light but X-ray and electron microscopes provide greater resolution. The focusing and basic physics is the same as that just described, even though the lenses require different technology. The electron microscope requires vacuum chambers so that the electrons can proceed unheeded. Magnifications of 50 million times provide the ability to determine positions of individual atoms within materials. An electron microscope is shown in Figure 9.21. We do not use our eyes to form images; rather, images are recorded electronically and displayed on computers. In fact, observing and saving images formed by optical microscopes on computers is now done routinely. Video recordings of what occurs in a microscope can be made for viewing by many people at later dates. Physics provides the science and tools needed to generate the sequence of time-lapse images of meiosis similar to the sequence sketched in Figure 9.22.