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Transcript of Molecular methods for serovar determination of Salmonella
http://informahealthcare.com/mbyISSN: 1040-841X (print), 1549-7828 (electronic)
Crit Rev Microbiol, Early Online: 1–17! 2013 Informa Healthcare USA, Inc. DOI: 10.3109/1040841X.2013.837862
REVIEW
Molecular methods for serovar determination of Salmonella
Chunlei Shi1,2, Pranjal Singh1, Matthew Louis Ranieri1, Martin Wiedmann1, and Andrea Isabel Moreno Switt1
1Department of Food Science, Cornell University, Ithaca, NY, USA and 2MOST-USDA Joint Research Center for Food Safety and Bor Luh Food Safety
Center, Department of Food Science and Technology, Shanghai Jiao Tong University, Shanghai, China
Abstract
Salmonella is a diverse foodborne pathogen, which has more than 2600 recognized serovars.Classification of Salmonella isolates into serovars is essential for surveillance and epidemio-logical investigations; however, determination of Salmonella serovars, by traditional serotyping,has some important limitations (e.g. labor intensive, time consuming). To overcome theselimitations, multiple methods have been investigated to develop molecular serotypingschemes. Currently, molecular methods to predict Salmonella serovars include (i) molecularsubtyping methods (e.g. PFGE, MLST), (ii) classification using serovar-specific genomic markersand (iii) direct methods, which identify genes encoding antigens or biosynthesis of antigensused for serotyping. Here, we reviewed reported methodologies for Salmonella molecularserotyping and determined the ‘‘serovar-prediction accuracy’’, as the percentage of isolates forwhich the serovar was correctly classified by a given method. Serovar-prediction accuracyranged from 0 to 100%, 51 to 100% and 33 to 100% for molecular subtyping, serovar-specificgenomic markers and direct methods, respectively. Major limitations of available schemes areerrors in predicting closely related serovars (e.g. Typhimurium and 4,5,12:i:-), and polyphyleticserovars (e.g. Newport, Saintpaul). The high diversity of Salmonella serovars represents aconsiderable challenge for molecular serotyping approaches. With the recent improvement insequencing technologies, full genome sequencing could be developed into a promisingmolecular approach to serotype Salmonella.
Keywords
Molecular serotyping, salmonella serovardetermination, Salmonella subtyping
History
Received 15 May 2013Revised 1 August 2013Accepted 21 August 2013Published online 4 November 2013
Introduction
Salmonella is one of the most prominent foodborne pathogens
in the developing and developed world (Tauxe, 2002). In the
USA alone, an estimated 1.03 million cases of domestically
acquired foodborne salmonellosis occur each year (Scallan
et al., 2011). Salmonella is transmitted by consumption of
contaminated food or by contact with infected animals
(Hoelzer et al., 2011). Importantly, a number of food products
have been associated with foodborne salmonellosis, including
eggs, dairy, vegetables and processed foods (Greig & Ravel,
2009). In addition, a number of animals (e.g. reptiles, chicken
and other young birds) (Chiodini & Sundberg, 1981; Hoelzer
et al., 2011; Wiedmann & Nightingale, 2009) have been found
to carry this pathogen and a number outbreaks have been
linked with exposure to these animals (Hoelzer et al., 2011;
Loharikar et al., 2012).
Salmonellosis symptoms vary from self-limiting diarrhea
that usually lasts for 12 to 72 hours to long-lasting, disabling
effects, such as reactive arthritis (Saarinen et al., 2002) and
systemic disease, particularly in susceptible individuals
(e.g. infants, immune-compromised individuals) (Feasey
et al., 2012; Monack, 2012). While Salmonella is considered
a public health concern, the food industry is impacted by
salmonellosis as well, as recalls frequently result in major
economic losses (GMA, 2010). As Salmonella transmission
and routes of entry in the food chain can be complex and
diverse (contamination can occur in one or more steps of food
production with ingredients potentially sourced from through-
out the world), tools that can differentiate Salmonella beyond
the species level (e.g. to serovars) are essential to facilitate
improved control of this pathogen (Olaimat & Holley, 2012).
The Salmonella genus has two species named ‘‘enterica’’
and ‘‘bongori’’. The species S. enterica contains six subspe-
cies. The six subspecies of S. enterica are enterica (subspe-
cies I), salamae (subspecies II), arizonae (subspecies IIIa),
diarizonae (subspecies IIIb), houtenae (subspecies IV) and
indica (subspecies VI) (Brenner et al., 2000; Tindall et al.,
2005). Recently, subspecies VII was recognized as a new
group (Boyd et al., 1996; McQuiston et al., 2008; Porwollik
et al., 2002). Importantly, S. enterica subspecies enterica is
the most clinically significant group causing 99% of salmon-
ellosis cases (Hadjinicolaou et al., 2009). Subspecies are
further divided into serogroups and serovars (Grimont &
Weill, 2007).
The diversity of Salmonella is represented by more than
2600 serovars (e.g. Typhimurium, Montevideo, Agona)
(Grimont & Weill, 2007; Guibourdenche et al., 2010).
Address for correspondence: Andrea Isabel Moreno Switt, Departmentof Food Science, Cornell University, Ithaca 14853, USA. E-mail:[email protected]
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Traditional serotyping of Salmonella has been used for
decades worldwide, and has been crucial for foodborne
disease surveillance and outbreak investigations (Wattiau
et al., 2011; Winokur, 2003). Unfortunately, traditional
serotyping has a number of limitations; it is laborious, slow
and can be imprecise (McQuiston et al., 2011). Consequently,
several molecular methods to classify Salmonella serovars
have been developed to complement or replace this method-
ology (Foley et al., 2007; Wattiau et al., 2011; Wiedmann &
Nightingale, 2009). To compare molecular methods that can
be used to predict Salmonella serovars, we identified here
the percentage of isolates for which the serovar was correctly
classified by a given method, which we defined as the
‘‘serovar-prediction accuracy’’. While this provides a basis
for comparison between methods and studies, the serovar-
prediction accuracy depends considerably on the isolates
included in a study and the values reported here need to be
treated with considerable caution.
Traditional Salmonella serotyping
The White-Kauffmann-Le minor scheme is the traditional
method used for designation of Salmonella serovars (Dera-
Tomaszewska, 2012; Guibourdenche et al., 2010). In this
phenotype-based approach, surface antigens are detected by
agglutination of bacterial cells using antisera (Schrader et al.,
2008). According to this scheme, a serovar is determined on
the basis of somatic (O), flagellar (H) and capsular (Vi)
antigens present on the surface of Salmonella (Brenner et al.,
2000). The somatic antigen, which is a polysaccharide present
in Salmonella lipopolysaccharide (LPS) (Reeves et al., 1996;
Schnaitman & Klena, 1993), specifies Salmonella serogroups
and together with the flagellar antigen reactions, is used to
determine a serovar (Schrader et al., 2008). The White-
Kauffmann-Le minor scheme recognizes 46 different somatic
serogroups and 114 different flagellar antigens that, in several
combinations, result in over 2600 different serovars
(Guibourdenche et al., 2010). There are two flagellar antigens
in salmonellae, designated phase I H-antigen (H1) and
phase II H-antigen (H2) (McQuiston et al., 2004, 2011).
The expression of flagellar antigens H1 and H2 is coordinated
via a phase variation mechanism (Bonifield & Hughes, 2003;
Silverman et al., 1979; Yamamoto & Kutsukake, 2006),
therefore, serovars which express two flagellin types are
called diphasic; those with only one flagellar antigen type are
designated monophasic (e.g. serovar 4,5,12:i:-) (McQuiston
et al., 2011). Three of the Salmonella enterica subspecies (i.e.
subspecies IIIa, IV, VII), in addition to S. bongori, lack the
H2-antigen, and thus are considered monophasic (McQuiston
et al., 2008). In rare cases, Salmonella are triphasic,
expressing a third flagellar antigen (e.g. serovars Rubislaw
and Salinatis) (Old et al., 1999; Smith & Selander, 1991). In
some serovars (e.g. Typhi, Dublin), a capsular antigen or Vi is
present acting as a virulence-associated factor (Jansen et al.,
2011).
For traditional serotyping of Salmonella, a laboratory
requires more than 250 different typing antisera as well as
350 different antigens for preparation and quality control of
the antisera (Fitzgerald et al., 2006; McQuiston et al., 2004).
In addition, for less common antigens, commercial antisera
are typically unavailable, or their quality is highly variable
(McQuiston et al., 2004). Traditional serotyping is labor
intensive, requires a minimum of 3 days for a single isolate,
and in some cases can take longer depending upon the
complexity of the serovar (Kim et al., 2006). Other limitations
of traditional serotyping include a possible loss of expression
of an antigen required for serotyping. For example, rough
strains do not express the O-antigen and do not react with
O-antisera. Additionally, mucoid strains produce a capsule
around the bacteria which blocks detection of O-antigens, and
non-motile strains do not express flagellar antigens
(Fitzgerald et al., 2007). In addition, traditional serotyping
is a time consuming process requiring trained technicians.
All the above has increased the scientific interest in develop-
ing a reliable molecular approach for serotyping or serovar
prediction of Salmonella, which could be correlated with the
White-Kauffmann-Le minor scheme. This scheme has been
used for about 70 years, and a considerable amount of data
continues to be generated using this universal serotyping
language.
Overview of molecular approaches to Salmonellaserotyping
A number of different molecular approaches for Salmonella
subtyping, especially DNA based methods, have been
developed (Wattiau et al., 2011; Wiedmann, 2002).
Molecular subtyping methods have many advantages over
traditional methods, such as an increased discriminatory
power, better standardization and better reproducibility
(Herrera-Leon et al., 2007). However, many of these
techniques are still novel and research is needed to improve,
optimize and validate them.
Here, we conceptually separated molecular serotyping
approaches into the following three categories: (i) methods
that could predict serovars based on molecular subtype
(e.g. PFGE, ribotyping, rep-PCR), (ii) methods based on
serovar-specific genomic markers and (iii) direct methods
that target genes encoding antigens. Most of the initial DNA
based subtyping methods for foodborne pathogens were based
on the generation of banding patterns, from either genomic
or plasmid DNA (Hartmann & West, 1997; Wachsmuth et al.,
1991). These patterns are generated after restriction digestion
or from PCR amplified DNA fragments (Nair et al., 2000;
Ribot et al., 2006). DNA sequencing-based subtyping
methods include, for example, multilocus sequence typing
(MLST), which classifies Salmonella subtypes according to
allelic profiles of selected housekeeping genes (Achtman
et al., 2012; Enright & Spratt, 1999).
Direct methods are based on PCR, sequencing or probes
that target the genes encoding the somatic (O) and flagellar
(H1 and H2) antigens (Braun et al., 2012). Finally, whole
genome sequencing of multiple serovars has allowed the
identification of serovar-specific genomic markers, which
have also been used to predict Salmonella serovars (Arrach
et al., 2008; Huehn & Malorny, 2009; Malorny et al., 2007).
While subtyping methods and genomic markers based
methods predict serovars based on molecular subtype, direct
methods allow for a direct comparison of obtained results
with traditional serotyping.
2 C. Shi et al. Crit Rev Microbiol, Early Online: 1–17
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Prediction of serovars with banding pattern-basedmolecular subtyping methods
Banding pattern based molecular subtyping methods target
the bacterial chromosome to classify bacteria into subtypes.
Cluster analysis can be used to identify groups of similar
subtypes that typically represent the same serovar (Wattiau
et al., 2011). Hence by analyzing the subtype of an individual
isolate, one can predict a serovar (Achtman et al., 2012; Gaul
et al., 2007).
Pulsed field gel electrophoresis
Pulsed field gel electrophoresis (PFGE) is a restriction
fragment length polymorphism based method. Enzyme-
restricted bacterial DNA is separated, with alternating electric
fields, into various fragments representing sizes up to 2000 kb
(Schwartz & Cantor, 1984; Singh et al., 2006). In the
past decade, several researchers have examined the potential
of PFGE to predict Salmonella serovars (Gaul et al., 2007;
Kerouanton et al., 2007; Nde et al., 2006; Weigel et al., 2004;
Zou et al., 2010) (see Table 1). These studies have analyzed
from 46 to 1128 isolates, representing from 6 to 40 different
Salmonella serovars.
Nde et al. (2006) compared PFGE patterns for 80
Salmonella isolates, representing a limited number (n¼ 6)
of serovars. A total of 79/80 isolates were clustered into
distinct clades representing a single serovar based on their
XbaI PFGE patterns. The exception was one S. Montevideo
isolate, which clustered together with three S. Senftenberg
isolates (Nde et al., 2006) (Suppl. Table 1). For this study we
calculated an overall serovar-prediction accuracy of 99%.
Even though the serovar-prediction accuracy was high, in
this study the number of serovars tested was too low to be
conclusive. In a separate study, PFGE patterns for 674
Salmonella isolates representing 12 serovars were clustered
and most of the serovars fell into distinct groups (573/674).
Exceptions included S. Typhimurium var. Copenhagen,
S. 4,[5],12:i:-, and S. Typhimurium, which were clustered in
the same group; and S. Putten and S. Agona, which also
clustered together (Gaul et al., 2007). The overall serovar-
prediction accuracy in this study was calculated as 85%
(Table 1). The study involving the greatest number of isolates
(n¼ 1128), representing 31 serovars, was conducted by
Kerouanton et al. (2007); in this study, the overall serovar
prediction accuracy was 97% (1088/1128). Incorrectly pre-
dicted serovars included S. Paratyphi B, S. Give, S. Saintpaul,
S. Agona, S. Montevideo, and S. Newport (Kerouanton et al.,
2007). Recently, 46 isolates representing 40 serovars were
analyzed by PFGE, yielding a serovar-prediction accuracy
of 75%. Serovars 4,5,12:i:-, Saintpaul and Typhimurium var.
Copenhagen matched with serovar Typhimurium; in addition,
for eight isolates PFGE patterns were found to be different
from all existing isolate patterns in the database (Ranieri
et al., 2013).
Overall, the serovar-prediction accuracy for PFGE ranged
from 75% to 99%; however, most studies did not include
adequate serovar diversity (e.g. isolates representing both
common and rare serovars from multiple sources and
locations) (Table 1). While PFGE has been a useful method
to subtype Salmonella and for outbreak investigations (e.g. Di
Giannatale et al., 2008; Jeoffreys et al., 2001; Ribot et al.,
2006), further characterization of diverse isolate sets is
necessary to identify the specific limitations encountered
when PFGE is used to predict Salmonella serovars.
In addition, a robust PFGE pattern database, of the most
prevalent Salmonella serovars, such as PulseNet, is essential
to interrogate isolates for Salmonella serotyping (Zou
et al., 2012).
Limitations with PFGE-based serovar prediction include:
(i) multiple serovars can have identical PFGE types, because
they recently emerged from a common ancestor, such as
S. Typhimurium versus S. 4,5,12:i:- (Guerra et al., 2000;
Hoelzer et al., 2010; Soyer et al., 2009; Wiedmann &
Nightingale, 2009) or (ii) a single serovar can show high level
of PFGE diversity, particularly serovars that are polyphyletic
(e.g. Newport, Saintpaul (Achtman et al., 2012; Alcaine
et al., 2006; Harbottle et al., 2006; Porwollik et al., 2004;
Sukhnanand et al., 2005)). Importantly, polyphyletic serovars
only represent a challenge if representatives of all phylogen-
etic groups representing a specific serovar are not included
in the database used for serovar prediction. Unfortunately,
the serovars mentioned above include some of the most
common Salmonella serovars associated with human and
animal cases (Hoelzer et al., 2011; CDC, 2009); hence errors
in serovar prediction could have important public health
implications.
Ribotyping
Ribotyping is another subtyping method based on restriction
fragment length polymorphism. It can categorize Salmonella
isolates into groups designed as ribotypes (Esteban et al.,
1993), which can correspond to specific serovars.
Conventional ribotyping involves cleavage of bacterial gen-
omic DNA with a restriction endonuclease, having conserved
cleavage sites inside and outside the rRNA operon; this is
followed by hybridization of electrophoretically separated
genomic DNA fragments with a ribosomal operon probe
(Bouchet et al., 2008). Importantly, high reproducibility
has been demonstrated with the Riboprinter Microbial
Characterization System (Dupont Qualicon, USA) (Ito
et al., 2003).
In seven studies (Bailey et al., 2002; Capita et al., 2007;
De Cesare et al., 2001; Esteban et al., 1993; Oscar, 1998;
Rodriguez et al., 2006; Ranieri et al., 2013) where ribotyping
was used to predict Salmonella serovars, the overall serovar-
prediction accuracy ranged from 39% to 100% (Table 1 and
Suppl. Table 1). The results varied depending on the serovar
diversity tested; in these studies from 2 to 40 serovars were
tested. In most cases, when limited serovars were involved,
the serovar-prediction accuracy of ribotyping was 100% (De
Cesare et al., 2001; Esteban et al., 1993). For example, EcoRI
and PvuII ribotyping of 112 Salmonella isolates, representing
only S. Enteritidis (n¼ 71) and S. Typhimurium (n¼ 41),
predicted the serovar of 100% of the isolates (De Cesare et al.,
2001). Similarly, another study predicted the serovars of all
isolates, which represented only three serovars (i.e. S.
Reading, S. Typhimurium and S. Senftenberg) (Esteban
et al., 1993). However, in studies with more serovar diversity
(i.e. more than nine serovars), the serovar-prediction accuracy
DOI: 10.3109/1040841X.2013.837862 Molecular methods for serovar determination of Salmonella 3
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Tab
le1
.C
om
par
iso
no
fd
iffe
ren
tm
ole
cula
rse
roty
pin
gm
eth
od
sfo
rS
alm
on
ella
spp
.
No
.o
fis
ola
tes
test
edN
o.
of
sero
var
ste
sted
Iso
late
sou
rces
Ser
ovar
-pre
dic
tio
nac
cura
cy5
Ref
eren
ces
Met
ho
ds
tha
tP
red
ict
Ser
ova
rsB
ase
do
nM
ole
cula
rS
ub
typ
esP
FG
E 80
6T
urk
eyp
roce
ssin
gp
lan
t9
9%
(79
/80
)(N
de
etal
.,2
00
6)
68
10
Sw
ine
farm
s8
4%
(57
/68
)(W
eigel
etal
.,2
00
4)
67
41
2S
win
e8
5%
(57
3/6
74
)(G
aul
etal
.,2
00
7)
86
68
Fo
od
anim
als,
pro
du
ctio
nfa
cili
ties
,an
dcl
inic
alsa
mp
les
96
%(8
32
/86
6)
(Zo
uet
al.,
20
10
)1
12
83
1F
oo
d,
anim
als,
hu
man
s,n
atu
ral
env
iro
nm
ent,
and
pro
cess
ing
pla
nts
97
%(1
08
8/1
12
8)
(Ker
ou
anto
net
al.,
20
07
)4
64
0H
um
anan
dca
ttle
75
%(3
5/4
6)
(Ran
ieri
etal
.,2
01
3)
Rib
oty
pin
g1
12
2(S
E,
ST
)1B
roil
eran
dtu
rkey
farm
s,an
dp
ou
ltry
mea
t-b
ased
foo
ds
10
0%
(11
2/1
12
)(D
eC
esar
eet
al.,
20
01
)1
21
3A
nim
als
10
0%
(12
1/1
21
)(E
steb
anet
al.,
19
93
)6
09
Ch
icken
carc
asse
s7
2%
(43
/60
)(C
apit
aet
al.,
20
07
)9
11
4B
eef
and
dai
ryca
ttle
op
erat
ion
s,sw
ine
pro
du
ctio
nfa
cili
ties
,an
dp
ou
ltry
farm
s7
5%
(68
/91
)(R
od
rig
uez
etal
.,2
00
6)
11
72
2B
roil
erch
icken
pro
cess
or
39
%(4
5/1
17
)(O
scar
,1
99
8)
25
93
2P
ou
ltry
fece
s,ca
rcas
sri
nse
s,sc
ald
wat
er,
dra
gsw
abs
73
%(1
88
/25
9)
(Bai
ley
etal
.,2
00
2)
46
40
Hu
man
and
catt
le7
4%
(34
/46
)(R
anie
riet
al.,
20
13
)R
AP
D-P
CR
42
2(S
E,
ST
)1H
um
ans
and
foo
d0
%(0
/42
)(R
izzi
etal
.,2
00
5)
11
22
(SE
,S
T)1
Bro
iler
,h
en,
and
turk
eyfa
rms
and
po
ult
rym
eat-
bas
edfo
od
s1
00
%(1
12
/11
2)
(De
Ces
are
etal
.,2
00
1)
23
51
2H
um
ansp
ora
dic
and
ou
tbre
akst
rain
s,fo
od
and
wat
eris
ola
tes
10
0%
(23
5/2
35
)(S
oto
etal
.,1
99
9)
85
22
Sew
age
effl
uen
tan
dsu
rfac
ew
ater
0(0
/85
)(B
urr
etal
.,1
99
8)
12
84
3P
atie
nts
and
lab
sto
ckco
llec
tio
ns
91
%(1
16
/12
8)
(Sh
ang
ku
an&
Lin
,1
99
8)
Rep
-PC
R7
02
(SE
,S
T)1
Dif
fere
nt
avia
nsp
ecie
ssa
mp
les
90
%(6
3/7
0)
(Mil
lem
ann
etal
.,1
99
6)
54
4T
urk
eyp
roce
ssin
gp
lan
ts1
00
%(5
4/5
4)
(An
der
son
etal
.,2
01
0)
68
10
Sw
ine
farm
s9
0%
(61
/68
)(W
eigel
etal
.,2
00
4)
70
15
Cli
nic
pat
ien
tsfo
rh
um
ans
96
%(6
7/7
0)
(Jo
hn
son
etal
.,2
00
1)
44
21
Po
ult
ry6
4%
(28
/44
)(W
ise
etal
.,2
00
9)
15
52
1P
ou
ltry
92
%(1
43
/15
5)
(Ch
enu
etal
.,2
01
2)
89
22
Sew
age
effl
uen
tan
dsu
rfac
ew
ater
0%
(0/8
9)
(Bu
rret
al.,
19
98
)6
54
9P
ou
ltry
mea
tan
dfe
ces
10
0%
(65
/65
)(V
anL
ith
&A
arts
,1
99
4)
13
38
02
Hu
man
fece
s,m
eat,
egg
s,fo
od
anim
als,
rep
tile
s,w
ater
,fa
rmen
vir
on
men
tan
deq
uip
men
t9
2%
(12
3/1
33
)(R
assc
hae
rtet
al.,
20
05
)4
64
0H
um
anan
dca
ttle
65
%(3
0/4
6)
(Ran
ieri
etal
.,2
01
3)
PC
R-R
FL
P3
07
Can
talo
up
ean
dch
ile
pep
per
farm
s1
00
%(3
0/3
0)
(Gal
leg
os-
Ro
ble
set
al.,
20
08
)4
11
0H
um
anfe
ces,
hu
man
,m
eat,
bee
f,sn
ake,
refe
ren
ceco
llec
tio
n2
%(1
/41
)(N
air
etal
.,2
00
2)
11
25
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4 C. Shi et al. Crit Rev Microbiol, Early Online: 1–17
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iew
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kins
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ity o
n 04
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14Fo
r pe
rson
al u
se o
nly.
ML
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ha
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od
.
DOI: 10.3109/1040841X.2013.837862 Molecular methods for serovar determination of Salmonella 5
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was dramatically reduced (Table 1). Ribotyping of 60
Salmonella isolates, representing nine serovars, resulted in
an overall prediction-accuracy of 72% (43/60) (Capita et al.,
2007). In this particular study, the authors reported four
clusters composed of multiple serovars; specifically, (i) S.
Paratyphi B clustered with S. Enteritidis; (ii) S. Newport, S.
Enteritidis, S. Paratyphi B, and S. Infantis clustered together;
(iii) S. Newport clustered into an S. Enteritidis group; and (iv)
S. Infantis, S. Typhimurium, S. Enteritidis, S. Virchow, and S.
Derby clustered together. The lowest serovar-prediction
accuracy of only 39% (45/117) was obtained in one study
conducted with 117 Salmonella isolates, representing 22
serovars (Oscar, 1998). This low serovar-prediction accuracy
could be attributed to serovars with multiple ribotypes, such
as S. Worthington (4 ribotypes), S. Hadar (4 ribotypes),
S. Mbandaka (3 ribotypes), and S. Senftenberg (3 ribotypes).
A number of ribotypes also contained multiple serovars,
such as one ribotype composed of S. Typhimurium,
S. Brandenburg, S. Cerro, and S. Heidelberg (Oscar, 1998)
(Suppl. Table 1).
Ribotyping usually generates relatively few bands (typic-
ally 5–10 bands) (Bouchet et al., 2008), and while this can
facilitate pattern analysis (Bailey et al., 2002; Foley et al.,
2007), a reduced number of bands introduces some short-
comings, such as lower discrimination power and conse-
quently incorrect serovar prediction. This is more relevant
for those isolates representing closely related serovars (e.g.
serovars Typhimurium versus 4,5,12:i:- (Bailey et al., 2002;
Guerra et al., 2000). In addition, the PvuII Riboprinter pattern
database only contains 227 of the 2600 currently recognized
Salmonella serovars (Guibourdenche et al., 2010), limiting
the ability of serovar prediction when this database is used.
Random amplified polymorphic DNA-PCR
Subtyping with random amplified polymorphic DNA-PCR
(RAPD-PCR) is based on random DNA amplification of the
bacterial genome (Ellsworth et al., 1993; Holmberg & Feroze,
1996; Singh et al., 2006). RAPD-PCR uses arbitrary
primers of approximately 10 mers, which amplify the DNA
under flexible PCR conditions (Williams et al., 1990). The
discriminatory power of this method is greatly affected by
the choice of primers and PCR conditions, which also makes
this method difficult to reproduce (Smith et al., 2011).
There are only few studies that used RAPD-PCR to predict
Salmonella serovars; however, the results are rather contra-
dictory and serovar-prediction accuracy ranged from 0 to
100% (Burr et al., 1998; De Cesare et al., 2001; Rizzi et al.,
2005; Shangkuan & Lin, 1998; Soto et al., 1999) (Table 1),
which may reflect the typically poor reproducibility of
RAPD-PCR. In two of the studies (Burr et al., 1998; Rizzi
et al., 2005) we identified a 0% serovar-prediction accuracy;
in both studies RAPD-PCR produced identical patterns for
different serovars (Table 1). Conversely, in three other studies
RAPD-PCR was sensitive enough to predict Salmonella
serovars and the RAPD-PCR serovar-prediction accuracy
ranged from 91 to 100% (De Cesare et al., 2001; Shangkuan
& Lin, 1998; Soto et al., 1999) (Table 1). While in some
studies RAPD-PCR methods have shown high discriminatory
power, a major drawback is the lack of reproducibility.
Importantly, even slight changes in reagents or reaction
conditions may result in significant differences in the banding
patterns produced and hence potentially incorrect serovar
prediction (Ellsworth et al., 1993; Holmberg & Feroze, 1996;
Lin et al., 1996; Singh et al., 2006).
Repetitive element (Rep) PCR
Repetitive element PCR (Rep-PCR) amplifies genomic DNA
fragments using primers that target repetitive DNA elements
(Ridley, 1998; Versalovic et al., 1991). For Salmonella
subtyping, three sets of repetitive elements present in the
genome of Enterobacteriaceae have been used (i.e. 38-bp
repetitive extragenic palindromic (Rep) sequence, 126-bp
enterobacterial repetitive intergenic consensus (ERIC)
sequences, and 154-bp BOX sequence) (Gilson et al., 1990;
Hulton et al., 1991; Martin et al., 1992). These sequences allow
discrimination because they are genetically stable and vary
with respect to chromosomal location and copy number
between strains (Bennasar et al., 2000). Similarly to RAPD-
PCR, reproducibility is a problem in both Rep-PCR and ERIC-
PCR (Rasschaert et al., 2005). However, the DiversiLab�
system from bioMerieux Industry (Marcy-l’Etoile, France),
which is a commercial product for Rep-PCR, offers improved
reproducibility (Chenu et al., 2012; Healy et al., 2005).
In ten studies (Anderson et al., 2010; Burr et al., 1998;
Chenu et al., 2012; Johnson et al., 2001; Millemann et al.,
1996; Ranieri et al., 2013; Rasschaert et al., 2005; Van Lith &
Aarts, 1994; Weigel et al., 2004; Wise et al., 2009) that used
Rep-PCR to predict Salmonella serovars, the serovar-predic-
tion accuracy ranged from 64 to 100%, except for one study
conducted in 1998 (Burr et al., 1998), in which the serovar-
prediction accuracy was 0% (Table 1). The most comprehen-
sive study that used Rep-PCR to predict Salmonella serovars
included 133 isolates representing 80 serovars (Rasschaert
et al., 2005). The serovar-prediction accuracy in this study
was calculated as 92% (125/133); the exceptions included:
two isolates of S. Typhimurium var. Copenhagen that grouped
with S. Typhimurium, two isolates of S. Infantis that grouped
with S. 6,7:r:�, one isolate of serovar S. Enteritidis that
grouped with S. 9:�:�, and one S. Urbana that grouped with
S. Sundsvall (Suppl. Table 1). Similarly, in a recent study,
using the DiversiLab� kit, of 155 blinded Salmonella isolates
representing 21 serovars, the overall serovar-prediction
accuracy was 92% (143/155); specifically, ten isolates
resulted in ‘No Match’, one S. 4,12:-:- was incorrectly
matched to S. Typhimurium, and one S. Sofia isolate was also
incorrectly matched to S. Typhimurium (Chenu et al., 2012).
As with other subtyping methods that are based on banding
patterns, Rep-PCR encountered difficulty with prediction of
homologous and polyphyletic serovars (Weigel et al., 2004;
Wise et al., 2009). In addition, while reproducibility was
a limitation in some studies (Rasschaert et al., 2005), use of
a commercial standardized kit, such as the DiversiLab�
product, appears to considerably improve reproducibility.
PCR-restriction fragment length polymorphism(PCR-RFLP)
PCR-restriction fragment length polymorphism (PCR-RFLP)
is based on banding patterns that are obtained through
6 C. Shi et al. Crit Rev Microbiol, Early Online: 1–17
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restriction digestion of PCR-amplified DNA (Olive & Bean,
1999). In order to utilize PCR-RFLP as a subtyping method,
a target sequence containing polymorphisms that can differ-
entiate isolates up to the subspecies level must be identified
(Wassenaar & Newell, 2000). For Salmonella serovar predic-
tion, fliC and fljB, genes responsible for phase I and phase II
flagellar antigens, have been used as target for PCR-RFLP
(Dauga et al., 1998; Gallegos-Robles et al., 2008; Hong
et al., 2008; Kilger & Grimont, 1993; Shima et al., 2004).
Importantly, the discriminatory power of the method depends
also upon the type of restriction endonuclease chosen
(Wassenaar & Newell, 2000).
Three studies have used PCR-RFLP to predict Salmonella
serovars (Gallegos-Robles et al., 2008; Hong et al., 2003;
Naire et al., 2002). Two of these studies used H antigen
encoding genes (i.e. only fliC in one study (Gallegos-Robles
et al., 2008)) and fliC and fljB in the other (Hong et al., 2003),
the third study used groEL (Nair et al., 2002) (Table 1 and
Suppl. Table 1). As multiple targets, not restricted to
H-antigen encoding genes, can been used in a PCR-RFLP
scheme, studies that used this methodology are mentioned in
this section, instead of below in the section of this manuscript
that discusses methods that target antigen encoding genes.
Serovar-prediction accuracy among the three studies
ranged from 2% for the study that used groEL PCR-RFLP
to 100% for the study that used fliC PCR-RFLP. The study
which characterized the greatest number of isolates (n¼ 112),
representing the most diverse set of Salmonella serovars
(n¼ 52) used fliC and fljB PCR-RFLP (Hong et al.,
2003). This study showed a serovar-prediction accuracy
of 71% (37/52) (Table 1). Important non-typhoidal serovars
associated with human salmonellosis cases, including
S. Typhimurium, S. Dublin, and S. Enteritidis, could not be
differentiated with this method, because they shared the same
patterns (Hong et al., 2003).
While the PCR-RFLP method is technically simple to
perform, it relies on variation of a very small bacterial
genomic region for differentiation, which can adversely affect
the discriminatory power and can cause difficulty interpreting
the data produced (Olive & Bean, 1999). While fliC and fljB
PCR-RFLP may be able to differentiate homologous serovars
(e.g. S. 4,5,12:i:- versus S. Typhimurium), the discriminatory
power of PCR-RFLP is not high enough to differentiate
O-antigen negative variant serovars (e.g. S. Typhimurium var.
Copenhagen versus S. Typhimurium); or serovars with highly
similar antigens (e.g. S. Enteritidis versus S. Dublin) (Dauga
et al., 1998; Masten & Joys, 1993). fliC and fljB PCR-RFLP
patterns of 264 Salmonella serovars were established in 1998
(Dauga et al., 1998); while 112 Salmonella isolates were
added in 2003 (Hong et al., 2003), no comprehensive efforts
have been executed to expand this database, which limits the
application of PCR-RFLP for Salmonella serotyping.
Amplified fragment length polymorphism (AFLP)
In AFLP, DNA is fragmented with two restriction enzymes,
one high cutting-frequency enzyme (e.g. MseI or TaqI) and
one average cutting-frequency enzyme (e.g. EcoRI, PstI).
Then, adapter sequences (double stranded oligonucleotides)
are linked to the ends of a group of restriction fragments.
This is followed by two PCRs with adapter-specific primers
under highly stringent conditions (Savelkoul et al., 1999;
Singh et al., 2006). Finally, PCR products are separated by gel
electrophoresis and the banding patterns (typically 40–200
bands) are obtained.
In three studies that used AFLP to predict Salmonella
serovars (Aarts et al., 1998; Peters & Threlfall, 2001;
Torpdahl et al., 2005), the serovar-prediction accuracy was
high (Table 1). Up to 100% of serovar-prediction accuracy
was identified in two of these studies (Aarts et al., 1998;
Peters & Threlfall, 2001), one analyzed 30 isolates repre-
senting 15 serovars and the other analyzed 78 isolates
representing 62 serovars (Table 1). According to the authors’
findings, isolates from the same serovar had an identical
AFLP profile. However, only a few isolates representing the
same serovar were actually interrogated (Aarts et al., 1998;
Peters & Threlfall, 2001; Torpdahl et al., 2005) (Suppl.
Table 1).
One of the advantages of AFLP is the fact that it can be
used to generate fingerprints from DNA of any origin
without prior sequence knowledge (Aarts et al., 1998).
AFLP generates results within 2 days; however, reproduci-
bility and band interpretation are major limitations (Torpdahl
et al., 2005). In addition, only limited efforts have been made
to optimize AFLP for Salmonella serovar prediction.
Limitations of serovar prediction by banding patternbased subtyping methods
Two main limitations for Salmonella serovar prediction
appear to be ubiquitous among all subtyping methods based
on banding patterns. These limitations include (i) serovar
prediction of highly homologous serovars, and (ii) serovar
prediction of polyphyletic serovars. In cases where multiple
serovars have identical banding patterns, these serovars are
typically highly similar or have a common ancestor. For
example, a mutation in the rfb cluster, which encodes the
O-antigen, may result in a change in O-antigen expression;
this is the case for S. Typhimurium (antigenic formula:
1,4,[5],12:i:1,2) and S. Typhimurium var. Copenhagen (anti-
genic formula: 1,4,12:i:1,2) (Hauser et al., 2011; Heisig et al.,
1995). Another example is a deletion or insertion in the fljAB
operon (Bonifield & Hughes, 2003), which may affect
H2-antigen expression, as is the case of S. Typhimurium
(1,4,[5],12:i:1,2) and S. 4,5,12:i:- (Laorden et al., 2010; Soyer
et al., 2009). Thus, banding pattern based serovar-prediction
of isolates belonging to these serovars may not be
reliable. For polyphyletic serovars, as serovars S. Newport,
S. Saintpaul and S. Kentucky (Alcaine et al., 2006; Harbottle
et al., 2006; Sangal et al., 2010; Sukhnanand et al., 2005),
multiple distinct patterns may represent the same serovar
(Didelot et al., 2011; Falush et al., 2006; Octavia & Lan,
2006; Sangal et al., 2010). For polyphyletic serovars,
clustering may lead to incorrect serovar prediction if isolates
in the database are not representative of all clades of a given
serovar. It is important to mention that the highly homologous
and polyphyletic serovars mentioned above are ranked among
the most common Salmonella serovars associated with human
and animal salmonellosis globally (CDC, 2009; Galanis et al.,
2006); therefore, an incorrect prediction could interfere with
DOI: 10.3109/1040841X.2013.837862 Molecular methods for serovar determination of Salmonella 7
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epidemiological investigations and surveillance of this
important foodborne pathogen.
Prediction of serovars with sequence-basedmolecular subtyping methods
Multilocus sequence typing (MLST)
MLST is a method based on the determination of nucleotide
sequences of internal regions of a series of typically
housekeeping genes (Achtman et al., 2012; Enright &
Spratt, 1999). Importantly, as a subtyping method, MLST
has two major advantages: (i) it is highly reproducible and
(ii) results can easily be exchanged between laboratories,
which make MLST a valuable tool for international and
national surveillance (Achtman et al., 2012; Torpdahl et al.,
2005). In addition, to facilitate the analysis, there are several
publicly accessible MLST databases for MLST allelic profiles
and allele sequences as well as software and web based data
analysis tools (e.g. http://pubmlst.org/, www.pasteur.fr/mlst/,
http://mlst.ucc.ie/mlst/dbs/, http://www.mlst.net/).
A number of studies have investigated the ability of MLST
to predict Salmonella serovars with different schemes,
including 3-gene, 4-gene or 7-gene MLST (Achtman et al.,
2012; Ben-Darif et al., 2010; Liu et al., 2010). Overall
serovar-prediction accuracy for MLST ranged from 88 to
100% (Table 1). Several 7-gene MLST studies using the same
housekeeping genes (i.e. aroC-dnaN-hemD-hisD-purE-sucA-
thrA) (Achtman et al., 2012; Kidgell et al., 2002; Ranieri
et al., 2013) have been reported, this facilitates comparison
among these studies. One study involving 25 isolates that
represented 7 serovars, obtained a serovar-prediction accuracy
of 92% (23/25) (Liu et al., 2010) (Suppl. Table 1), and
only two exceptions were found (i.e. S. Pullorum and
S. Heidelberg). In another study with 110 isolates, represent-
ing 25 serovars, a serovar-prediction accuracy of 98% was
obtained (108/110); exceptions in this study included
S. Goettingen and S.9,12:l,v:-, which shared the same
sequence type (ST) (Torpdahl et al., 2005). In a different
study, 52 strains representing 33 serovars were MLST typed,
with a serovar-prediction accuracy of 100% (Ben-Darif et al.,
2010). One recent publication that investigated 46 isolates
representing 40 serovars, found a serovar-prediction accuracy
of 91% (42/46) (Ranieri et al., 2013). Importantly, a very
comprehensive recent study with 4257 isolates representing
554 serovars obtained a serovar- prediction accuracy of 88%
(3753/4257). This study identified a number of serovars
that fell into multiple unrelated groups (e.g. S. Newport,
S. Paratyphi B and S. Oranienburg (Achtman et al., 2012)),
consistent with previous reports that identified at least some
of these serovars as polyphyletic.
Limitations of MLST as serovar predictor could arise in
serovars that shared a common ancestor (and hence show
identical MLST types for different serovars) and in polyphyl-
etic serovars. Advantages of MLST include: it is highly
reproducible, the MLST Salmonella databases allow
for sequence comparisons and serovar prediction, and
MLST can provide insight for phylogenetic inferences.
Whereas serotyping could misinterpreted phylogenetically
unrelated isolates as the same (same serovar, but different
evolutionary origin); MLST distinguishes evolutionary groups
(Achtman et al., 2012). Importantly, many of the observed
discrepancies between traditional serotyping results and
MLST-based serovar prediction are due to discrimination,
by MLST, of isolates with the same serovar into distinct
phylogenetic groups.
Clustered regularly interspaced short palindromicrepeats (CRISPRs) typing
Clustered regularly interspaced short palindromic repeat
(CRISPR) loci are found in many prokaryotes (Jansen et al.,
2002). In Salmonella two CRISPR loci, CRISPR1 and
CRISPR2, have been reported (Fricke et al., 2011; Touchon
& Rocha, 2010). The application of CRISPR typing is based
on the high degree of polymorphism of the spacers in these
loci, which can differentiate subtypes by the content of the
spacers (Fabre et al., 2012). For subtyping, these loci are
amplified by PCR, followed by sequencing of the PCR
products, and analysis of the CRISPR spacers (Fabre et al.,
2012; Liu et al., 2011).
Only few studies have investigated the ability of CRISPRs
typing to predict Salmonella serovars (Fabre et al., 2012;
Liu et al., 2011). Overall serovar-prediction accuracy for
CRISPRs typing ranged from 78 to 98% (Table 1). In one
study (Liu et al., 2011), 171 isolates representing 10 serovars
were characterized based on sequencing and clustering
analysis of fimH, sseL and CRISPR spacers, with the
overall serovar-prediction accuracy of 78% (133/171), excep-
tions were found with some of the isolates representing
serovars Saintpaul, Montevideo and Muenchen, which
occupied unique branches; and with S. Typhimurium,
S. Typhimurium var. Copenhagen, and S. 4,5,12:i:-, which
clustered together (Suppl. Table 1). In the other study (Fabre
et al., 2012), 744 isolates representing 130 serovars were
typed based on CRISPR spacer content comparison, with
the overall serovar-prediction accuracy of 98% (730/744).
Exceptions included S. Urbana, S. Johannesburg, S. Reading,
S. Pomona, S. Gueuletapee, S. Rubislaw, S. Goettingen and
S. Sandiego (Fabre et al., 2012), which had a few spacers
shared among isolates of the same serovars (Suppl. Table 1).
While CRISPR typing has been reported and optimized for
different organisms (Gomgnimbou et al., 2012), limited
studies have been conducted in Salmonella. Although one
of the studies involved a large number of isolates and
serovars, more studies are needed to evaluate the effectiveness
of CRISPR typing as Salmonella serovar predictor. Due to the
variability of CRISPR it is likely though that rapid diversi-
fication of these regions can lead to problems with regard to
CRISPR-based serovar classification.
Comparison of different banding pattern andsequence-based methods for serovar prediction
As part of this review, we compiled a comparison of the
serovar-prediction methods discussed above (Table 2). This
analysis included: analysis time of each step on a given
method, database availability, necessary equipment, cost per
isolate, and serovar-prediction accuracy. The biggest limita-
tion for many of these methods is the analysis time, which is
up to 43 h for AFLP, and up to 52 h for PFGE (Table 2).
Conversely, for Rep-PCR, MLST and CRISPRs typing the
8 C. Shi et al. Crit Rev Microbiol, Early Online: 1–17
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tical
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s in
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DOI: 10.3109/1040841X.2013.837862 Molecular methods for serovar determination of Salmonella 9
Cri
tical
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iew
s in
Mic
robi
olog
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om in
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ahea
lthca
re.c
om b
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Hop
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Uni
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/13/
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nly.
total procedures is just a few hours (5–8 h). In addition,
whereas some methods described here require equipment that
could be used in other application within a laboratory (e.g.
PCR thermal cycler, electrophoresis unit, and gel imaging
system), other methods require specialized equipment with
limited or no use in other applications (e.g. PFGE electro-
phoresis system). Among methods based on banding patterns,
PFGE and AFLP were the only methods showing similar
serovar-prediction accuracy among the studies. The large
range in serovar-prediction accuracy (ranging from 0 to
100%) for RAPD-PCR, Rep-PCR and PCR-RFLP suggests
some limitations of these methods. In contrast, sequence
based methods are typically reproducible; in addition, the
serovar-prediction accuracy of sequenced based serotyping
methods was relatively high (77.8% to 100%). Finally, the
database used to interrogate the isolates is an important
limitation; as described above, in a number of studies the
serovar could not been assigned because it did not match with
any pattern or ST in the database used. Overall, the presence
of optimized protocols, and available databases for compari-
sons make PFGE and MLST practical methods for serovar
prediction, even though the fact that the PulseNet PFGE
database is not publicly available reduces the attractiveness
of this approach for some users.
Genomic marker based methods not targetingO and H antigen alleles
With the development of genomics, numerous genome
sequences of Salmonella serovars have been completed.
Comparative genomics analyses of these data provided
opportunities to identify regions in the genome that are
unique for a given serovar, or ‘‘serovar-specific genomic
markers’’ (Arrach et al., 2008). A number of schemes,
including PCR (multiplex and real-time PCR), and probe-
based schemes (Akiba et al., 2011; Alvarez et al., 2004;
Kim et al., 2006; Lee et al., 2009; Liu et al., 2012; Peterson
et al., 2010) have been developed to target these regions for
serovar prediction (Table 1).
The overall serovar-prediction accuracy of genomic marker
based methods ranged from 51 to 100% (Table 1). Most of the
studies using genomic marker based methods only tested
serovars Enteritidis, Typhimurium (Lee et al., 2009; Liu et al.,
2012), and 4,5,12:i:- (Alvarez et al., 2004). In 2011, Akiba
et al. used serovar-specific genomic regions (SSGRs) based
multiplex PCR to determine seven serovars including
S. Typhimurium, S. Choleraesuis, S. Infantis, S. Hadar,
S. Enteritidis, S. Dublin, and S. Gallinarum, with 100%
serovar-prediction accuracy (Akiba et al., 2011). In order
to allow for the correct identification of more serovars by
multiplex PCR, Kim et al. (2006) developed a double 5-plex
PCR scheme to identify 30 common clinical serovars,
targeting the unique genomic regions in Typhimurium LT2
(STM) and Typhi CT18 (STY) (Porwollik et al., 2004). The
overall serovar-prediction accuracy of this assay was 99%
(271/273); in only two isolates (i.e. one S. Chester and one
S. Infantis), results were not consistent with traditional
serotyping (Kim et al., 2006) (Suppl. Table 1). Later,
Peterson et al. (2010) added an additional 5-plex PCR
targeting Salmonella Typing Virulence (STV) that determines
the presence or absence of the genes spvC, invA, sseL, PT4
and STM7 into Kim’s scheme; this modified approach
allowed for identification of 42 serovars with an overall
serovar-prediction accuracy of 95% (135/142); the exceptions
were found with isolates representing serovars Anatum
(n¼ 2), Kentucky (n¼ 1), Saintpaul (n¼ 1), Weltevreden
(n¼ 1) and Westhampton (n¼ 2) (Peterson et al., 2010)
(Suppl. Table 1). Real-time PCR has also been used to predict
Salmonella serovars (Arrach et al., 2008; O’Regan et al.,
2008; Rajtak et al., 2011). Rajtak et al. (2011) developed
an approach that included three real-time PCR reactions
targeting fliC, fljB, sdr, spv, and floR; with this approach,
a serovar prediction accuracy of 51% (49/97) was obtained.
While only 19/35 Salmonella serovars were correctly pre-
dicted; these 19 serovars represent serovars commonly found
in the European Union (Rajtak et al., 2011). In another study,
a real-time PCR targeting four genes (sefA, sdf, fliC, aceK)
was tested with 60 isolates, representing 26 serovars
(O’Regan et al., 2008). This approach allowed for a serovar-
prediction accuracy of 65% (39/60). This assay allowed for
correct serovar prediction of all isolates representing selected
Salmonella serovars associated with poultry (Enteritidis,
Gallinarum, Typhimurium, Kentucky) as well as serovar
Dublin (associated with cattle). An improved serovar predic-
tion accuracy of 100% (24/24), using real-time PCR, was
obtained by Arrach et al. (2008). Upon investigation of gene
content in 291 strains, representing 32 serovars, these authors
developed a 146-gene real-time PCR approach that correctly
predicted the 24 isolates tested; these isolates represented 12
serovars (e.g. Dublin, Infantis, Typhimurium, Enteritidis
(Table 1)) (Arrach et al., 2008).
Some high throughput genomic based methods for serovar
prediction have been also developed. In a study that identified
Salmonella serovars using a Ligation Detection Reaction
(LDR) microarray assay, Aarts et al. (2011) designed 62
probes targeting 44 genes (related to pathogenicity, fimbriae,
antibiotic resistance, and serovar-specific genes); this array
identified isolates representing 23 serovars with an overall
serovar-prediction accuracy of 90% (37/41); the exceptions
represented (i) S. Enteritidis and S. Moscow, as well as
(ii) S. Hadar and S. Istanbul; each of these respective pairs
produced identical hybridization pattern (Aarts et al., 2011).
Another study determined Salmonella serovars using the
Universal Probe Salmonella Serotyping (UPSS) nanoPCR
chip (Kim et al., 2006), the overall serovar-prediction
accuracy was 73% (62/85).
There are also some commercial assay products currently
available, e.g. PremiTest� (PT; DSM Nutritional Products,
Switzerland); in a comparison study between traditional
serotyping and PremiTest assay (Wattiau et al., 2008), 754
strains representing 58 serovars were tested, and the overall
serovar-prediction accuracy was 95% (714/754) (Table 1).
The exceptions occurred as three types: (i) yielding discrepant
results with traditional serotyping; (ii) not recognized as
defined serovars; and (iii) generating a numeric code corres-
ponding to two possible serovars (Suppl. Table 1).
The widely used genomic markers for serovar determin-
ation are mainly flagellar and somatic antigen-encoding
genes, virulence, phage-associated, and antibiotic resistance
genes (Huehn & Malorny, 2009; Malorny et al., 2007;
10 C. Shi et al. Crit Rev Microbiol, Early Online: 1–17
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Porwollik et al., 2004). Since the genomic marker based
methods do not require complex information on a variety of O
and H antigen alleles, the design and manipulation are
relatively easier, and the result evaluation is simply based
on the presence or absence of certain amplicon bands or
hybridization signals. On the other hand, most of these
systems only allow for reliable serovar identification of a
limited number of serovars, typically the most common
serovars and/or those serovars for which genome sequence
data was available when a given assay was designed. The rapid
improvement in sequencing technologies has increased the
availability to obtain whole genome sequences of Salmonella
serovars. These sequences can be used for the identification of
further serovar-specific genomic markers (Huehn & Malorny,
2009; Malorny et al., 2007; Porwollik et al., 2004), which
will likely further improve these methods in the near future.
Molecular serotyping based on direct identificationand characterization of the genes encodingO biosynthesis pathways and H-antigens
We used the term ‘‘direct methods’’ here to refer to molecular
methods that target (i) genes that encode the enzymes
involved in somatic antigen (O) synthesis (typically found
in the rfb cluster (Jiang et al., 1991)) as well as (ii) genes that
encode the flagellar antigens (H1 and H2) (Braun et al., 2012;
Franklin et al., 2011; Yoshida et al., 2007), i.e. fliC (Smith
& Selander, 1990) and fljB (Vanegas & Joys, 1995). For
serotyping, molecular methods such as PCR, microarray or
sequencing-based strategies can be utilized to identify and
characterize these targets.
Genes responsible for somatic (O) antigen synthesis are
located within the rfb cluster in the Salmonella chromosome,
typically located between galF and gnd (Figure 1) (Samuel &
Reeves, 2003). Three types of genes are found within the rfb
cluster: (i) genes encoding proteins that facilitate the synthesis
of nucleotide sugars (e.g. rmlBDAC, ddhDABC, tyv),
(ii) genes encoding sugar transferases (e.g. wbaVUN, wbaP,
wbaBCD), and (iii) genes encoding O antigen polymerase
and transporters (e.g. wzx, wzy, and wzz) (Fitzgerald et al.,
2003; Samuel & Reeves, 2003). Importantly, the antigenic
differences in the 46 Salmonella O serogroups are mainly due
to the genetic variation in the gene content (Fitzgerald et al.,
2007) and not due to individual gene sequence variation
(Verma et al., 1998). In rare instances, antigenic factors
(e.g. O:24 and O:25) are encoded by genes outside the rfb
cluster (Fitzgerald et al., 2003).
Currently, sequences are available for the rfb cluster of 28
of the 46 serogroups, representing the serogroups covering the
most common Salmonella serovars. Genes related to sugar
biosynthesis and sugar transferases present a high level of
similarity, within serogroups (Fitzgerald et al., 2007; Samuel
& Reeves, 2003). Importantly, among all genes, wzx is almost
ubiquitous in rfb clusters sequenced to date (Fitzgerald et al.,
2003). Targets to identify Salmonella O antigens of serovars
commonly associated with human infection have been
identified (Tennant et al., 2010). However, to allow for
identification of the complete diversity of Salmonella
serogroups, sequence data for all O-antigen rfb clusters
needs to be determined.
Salmonella has two flagellar antigens, designated as phase
I (H1) and phase II (H2), but only one of them is expressed at
a time (Yamamoto & Kutsukake, 2006), a phenomenon
known as phase variation (Silverman et al., 1979). Phase I and
phase II are encoded by fliC and fljB, respectively; these
genes are located on different locations on the chromosome,
and their expression is regulated by the fljBA operon
(Aldridge et al., 2006). fliC and fljB are highly conserved at
their 50 and 30 ends; an alignment of 280 fliC and fljB alleles,
showed only 6 and 8 nucleotide substitutions, respectively,
within the first 37 and the last 30 nucleotides (McQuiston
et al., 2004). The middle region, corresponding approximately
to amino acids 181 to 390, is quite variable. This variable
region encodes the exposed surface and variable portion of
the flagellar filament (Joys, 1985; Kanto et al., 1991). Some
H antigens are composed of multiple factors which are a
group of antigens; for example, flagellar antigen H2:e,n,x is
composed of three distinct factors: e, n and x (Echeita et al.,
2002; McQuiston et al., 2004). The 114 distinct flagellar
antigens are classified according to immunological relation
into complexes (McQuiston et al., 2004). For example,
whereas flagellar antigens containing antigenic factors ‘‘g’’,
‘‘m’’ or ‘‘t’’ are members of the g complex; antigens not
containing these antigenic factors are members of non-g
complex (Mortimer et al., 2004). Within each complex, amino
acid sequences in the conserved regions have more than 95%
identity, whereas between different complexes only 75 to 85%
amino acid identity is observed; this indicates that
Figure 1. Linear representation of rfb genecluster for nine Salmonella serogroups (i.e.A, B, C1, C2, D1, E1, F and G). Arrowsindicate genes within the clusters. Potentialserogroup-specific targets are circled(Fitzgerald et al., 2003, 2006, 2007).
DOI: 10.3109/1040841X.2013.837862 Molecular methods for serovar determination of Salmonella 11
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immunologically related antigens are encoded by closely
related alleles (McQuiston et al., 2004). Consequently, these
flagellar genes can be used as targets for molecular
determination of Salmonella serovars, as is described below.
Serotyping methods recognize 63 different Salmonella
phase I antigenic factors and 37 different phase II antigenic
factors (Mortimer et al., 2004). As of January 2013, the
National Center for Biotechnology Information (NCBI)
includes 994 and 607 complete or partial Salmonella fliC
and fljB allele sequences, respectively (Suppl. Table 2).
PCR based methods targeting O and H antigen alleles
Traditional Salmonella serotyping requires identification of
variable O and H antigens; with molecular techniques,
serotyping can be done effectively and rapidly by identifying
the unique gene sequences associated with these antigens
(Luk et al., 1993; Mortimer et al., 2004). Current molecular
schemes include an initial multiplex PCR, which is conducted
to identify the serogroup of an isolate (Fitzgerald et al., 2007;
Herrera-Leon et al., 2007). Primers targeting serovars com-
monly associated with human salmonellosis cases have been
developed. In addition, separate PCRs or PCR-sequencing
approaches have been designed to determine H1 and H2
antigens (Garaizar et al., 2002; Herrera-Leon et al., 2004;
Mortimer et al., 2004; Ranieri et al., 2013).
Some studies have tested the ability to determine
Salmonella serovars by multiplex PCR (Cardona-Castro
et al., 2009; Herrera-Leon et al., 2007; Hirose et al., 2002;
Hong et al., 2008; Munoz et al., 2010; Rajtak et al., 2011).
Examining up to 500 strains and 43 serovars, the overall
serovar-determination accuracy ranged from 33% to
97% (Table 1). In one initial study, Hirose et al. (2002)
attempted to discriminate S. Typhi, S. Paratyphi A and
19 other Salmonella serovars (Suppl. Table 1). This study
showed the lowest serovar-determination accuracy (33%)
(Hirose et al., 2002). Later, with more sequences available for
the rfb cluster, as well as fliC and fljB genes for different
serovars (Fitzgerald et al., 2003; Garaizar et al., 2002;
Herrera-Leon et al., 2004), several multiplex PCRs were
designed to determine O, H1 and H2 antigens. The study that
involved the most variety of antigen combinations targeted,
through multiplex PCRs: (i) five O-antigens (O:4; O:7; O:8;
O:9; O:3,10), (ii) eight H1-antigens (i; r; l,v; e,h; z10; b; d;
g complex), and (iii) seven H2-antigens (1,2; 1,5; 1,6; 1,7;
l,w; e,n,x; e,n,z15) (Herrera-Leon et al., 2007). This com-
bination of multiplex PCRs was tested with 500 iso-
lates representing 30 serovars; for 423/500 isolates the
serovars identified matched traditional serotyping, yielding
a serovar-determination accuracy of 85% (Table 1 and Suppl.
Table 1).
While multiplex PCR is a rapid and cost effective
alternative to the traditional serotyping approach, this tech-
nique also has some disadvantages. For example, this method
does not differentiate serovar variants due to phage conver-
sion, which results in some antigenic alterations, or subtle
point mutation in H1/H2 antigenic genes responsible for loss
of flagellar expression (Hong et al., 2008). Recently, a new
method based on sequence variation was reported (Ranieri
et al., 2013). In this study a multiplex PCR was used to
identify the serogroup, and PCR and subsequent sequencing
of partial fliC and fljB, was used to identify H1 and H2
antigens. This scheme allows for identification of point
mutations in fliC and fljB (Table 1). However, sequence data
for the complete diversity of O and H antigens are not yet
available, making it virtually impossible to yet design a
scheme that could correctly identify the whole diversity of
Salmonella serovars.
Probe based methods targeting O and Hantigen alleles
To allow for identification of Salmonella serovars, probe
based serotyping methods targeting O and H antigen alleles
have also been developed, including a multiplex bead-based
suspension array (Bio-Plex array) (Fitzgerald et al., 2007),
a microsphere-based liquid array (McQuiston et al., 2011),
a DNA-based microarray (Yoshida et al., 2007), a Salmonella
genoserotyping array (SGSA) (Franklin et al., 2011) and a
‘‘fast DNA serotyping’’ microarray (Braun et al., 2012)
(Table 1).
In studies with these probe-based methods, the overall
serovar-determination accuracy ranged from 75% to 95%,
based on evaluation of isolates representing up to 100
serovars (see Table 1). Two studies used probe-based methods
to determine either O-antigen or H-antigens. Fitzgerald
et al. (2007) used array-based method to differentiate ten
O-antigens among 200 isolates, obtaining an antigen deter-
mination accuracy of 95%; and McQuiston et al. (2011) used
a probe-based method to differentiate 36 different H-antigens
among 500 isolates, obtaining an antigen determination
accuracy of 80%. Yoshida et al. (2007) developed a
serotyping microarray targeting four O-antigen and eight
H-antigen alleles; the serovar-determination accuracy with
this array was 75% (12/16) with 16 strains representing 16
serovars (Yoshida et al., 2007). Franklin et al. (2011) and
Braun et al. (2012) added more O- and H-antigen alleles
into the assay to increase the number of Salmonella serovars
that could be identified; these assays showed overall serovar-
determination accuracies of 87% and 89%, respectively
(Braun et al., 2012; Franklin et al., 2011). The array reported
by Franklin et al. (2011) differentiated 18 somatic serogroups
and 41 flagellar antigens, while the array reported by
Braun et al. (2012) discriminated 28 O-antigens and 86
H-antigens. Limitations of this array included cross-
reaction of highly similar serogroups (e.g. O:2 with O:9).
For example, identical microarray patterns were generated
for S. Enteritidis, S. Nitra and S. Blegdam (Braun et al., 2012)
(Suppl. Table 1).
With the methods targeting O and H antigen encoding
genes, as described above (PCR-based and probe-based),
problems and discrepancies with serovar identification of
isolates usually represent three issues: (i) rare serovars are
not covered in the assay, (ii) results are not congruent with
the traditional serotyping (e.g. cross-reaction of highly
similar serogroups), and (iii) monophasic, rough, mucoid,
and nonmotile samples are positively identified (Braun et al.,
2012; Fitzgerald et al., 2007; Franklin et al., 2011; McQuiston
et al., 2011). The first and second exceptions can be revised
through technical improvements, which include the design
12 C. Shi et al. Crit Rev Microbiol, Early Online: 1–17
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of new primers or probes as more sequences become public.
The third exception represents an advantage of methods
targeting O and H antigen encoding genes over traditional
serotyping, but makes it difficult to compare obtained results
with traditional serotyping (Fitzgerald et al., 2007). Overall,
PCR-based detection of O and H-antigens can be conducted in
any lab with basic equipment for molecular biology (e.g. PCR
thermocycler), but probe-based methods might require special
equipment.
Next generation sequencing technologies asa future tool for Salmonella serotyping
In the recent years, considerable improvements in DNA and
genome sequencing technologies have occurred (MacLean
et al., 2009), which has led to a point where we have
approached affordable prices for sequencing of whole
bacterial genomes (Carrico et al., 2013). A number of
Salmonella serovars have been fully sequenced (e.g. den
Bakker et al., 2011a; Fricke et al., 2011; Jacobsen et al.,
2011; Moreno Switt et al., 2012). Importantly, this not only
had led to the identification of serovar-specific genomic
markers (as detailed above), but also to the application of
whole genome sequencing in outbreak investigations, single
nucleotide polymorphism detection and mobile elements
identification (Carrico et al., 2013; den Bakker et al., 2011b;
Diaz-Sanchez et al., 2013; Moreno Switt et al., 2012).
Several genome sequencing platforms (e.g. Illumina, Solid,
454, Ion torrent (Diaz-Sanchez et al., 2013; MacLean et al.,
2009)) are now routinely used to sequence bacterial
genomes. In addition, available algorithms and pipelines
for sequence assembly and comparative genomics analyses
have improved considerably (Carrico et al., 2013; Darling
et al., 2004; Zerbino & Birney, 2008). At the moment, one
limitation for the use of whole genome sequencing to predict
Salmonella serovars is the lack of a complete database that
could be used to interrogate sequence data (Ranieri et al.,
2013). Specifically, a comprehensive database that contains
(i) the sequences data for the rfb clusters encoding the
pathways for synthesis and (ii) sequence data for fliC and
fljB (as well as the corresponding phase 1 and 2 antigens, as
determined by traditional serotyping), as well as possibly
serovar-specific genomic markers, would be extremely
valuable to facilitate rapid full genome sequencing based
serotyping. While the application of whole genome sequen-
cing for Salmonella serovar prediction has not yet been
comprehensively investigated, the scientific community has
recognized that in the near future (5–10 years), whole
genome sequencing could become a widely used tool for
Salmonella serovar prediction and subtyping (Carrico et al.,
2013; The National Food Institute, 2011). We may see, in
the future, a whole genome sequencing approach for
Salmonella serotyping that includes (i) genome sequencing,
(ii) genome assembly, (iii) extraction of the ‘‘genes of
interest’’ (e.g. serovar markers), and (iv) interrogation of
these genes against a comprehensive database to predict
serovars. In addition, along with serovar prediction, DNA
sequences could be used for epidemiological investigations
or to predict the antimicrobial resistance pattern of the
sequenced isolates.
Conclusions
A number of studies have attempted to use molecular methods
to predict or determine Salmonella serovars. However,
the complexity and diversity of Salmonella serovars makes
this a noteworthy challenge. Attempts to date have focused
on predicting the most common serovars associated with
human salmonellosis. Schemes described in this review will
typically have difficulties correctly identifying rare serovars,
which is crucial in the case of emerging serovars or an
outbreak caused by an uncommon serovar. Errors determining
the most common serovars (e.g. Typhimurium, 4,5,12:i:-,
Newport, etc.) were common for a number of methods; these
errors are not trivial and could seriously interfere with
epidemiological investigations. Importantly, many methods
described here provide better resolution than traditional
serotyping and are thus valuable tools for subtyping of
foodborne pathogens. Whereas subtyping methods described
in this review can improve their accuracy for serovar
prediction by increasing the serovar coverage of the
associated subtype databases, direct methods and serovar-
specific markers can improve serovar prediction accuracy as
genome sequences of the remaining serogroups become
available. With the increased use of whole genome sequen-
cing, more sequences will become available, facilitating
improved design of molecular methods for Salmonella
serotyping in the near future.
Acknowledgements
The authors would like to express their deepest gratitude
to L.D. Rodriguez-Rivera for her critical reading of the
manuscript.
Declaration of interest
This project was supported by USDA-National Integrated
Food safety initiative grant 2008-51110-04333 as well as
USDA-NIFA Special Research Grants 2009-34459-19750 and
2010-34459-20756. The National Natural Science Foundation
of China (NSFC 31000779) supported C. Shi.
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Supplementary material available online
Supplementary Tables 1 and 2
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