1. Introduction
Indirect calorimetry (IC) is a widely utilized method for investigating the energy metabolism of animals and humans. It involves the direct measurement of gas exchange (O
2 and CO
2) to calculate heat production (HP) based on the volumetric stoichiometry principle of oxygen consumed (VO
2), carbon dioxide produced (VCO
2), and heat released during the oxidative process [
1]. Recently, IC has garnered interest among animal researchers as it supports studies on energy metabolism and the development of net energy systems [
2,
3,
4,
5].
IC enables accurate assessment of animal HP under different environmental conditions, energy utilization from feeds, and other temporal measurements [
2,
3,
6]. Advancements in gas analyzer technologies, data acquisition systems, and computing power have enhanced measurement accuracy over the years [
7,
8]. However, ensuring the quality and accuracy of results necessitates the involvement of trained technicians to conduct biological trials, handle equipment appropriately, perform calibration procedures, and acquire data adequately [
9].
The accuracy of an IC system depends on its ability to detect and record variations in signals reflecting the metabolic or physiological response of the animal, which the researcher interprets later [
10,
11]. Various procedures have been developed to assess IC accuracy, including alcohol or propane gas combustion, alcohol evaporation, continuous gas injection, and specific volume gas injection. However, some methods have limitations, such as low sensitivity, complex calculations, expensive materials or substances, and time-consuming procedures. Consequently, the recovery test should be flexible to accommodate the diversity of IC systems and research objectives while simulating the experimental conditions of a biological trial, considering the flow used and the observed delta of CO
2 and O
2 during animal chamber measurements.
Inaccurate measurements or undetected system leaks within the IC setup can lead to misleading results, compromising the validity of animal energy metabolism studies. Erroneous measurements may result in the overestimation or underestimation of energy utilization from feeds, potentially leading to suboptimal estimations of energy requirements. Therefore, the calibration procedure should align with the actual outgoing gas concentration the animal releases.
The open-circuit system integrated into the trough airflow of pull-mode calorimetric chambers is commonly employed in farm animal trials [
2,
3,
6,
9,
12]. This system measures the concentration of gases (O
2 and CO
2) and their rate of change, considering the airflow from the atmosphere into the chamber. Subsequently, the volume of gas exchanged (VO
2 and VCO
2) over time can be calculated. However, before obtaining the final HP value, a series of computations are applied to preserve signals associated with the metabolic response, identify atypical signals resulting from extraneous factors, and suppress measurement noise [
12,
13,
14].
This paper aims to establish a standardized methodology for validating IC systems, ensuring their accuracy, and detecting whole-system leaks. We propose using an easy-to-use spreadsheet for data acquisition and final HP calculation based on Brower’s [
1] fundamental equation. This approach yields an improved transient response and effectively suppresses measurement noise.
2. Materials and Methods
2.1. General Description of the Flow-Through IC System
We utilized an open-circuit indirect calorimetry (IC) system capable of connecting six chambers, as illustrated in
Figure 1. Each chamber had an identical geometric volume (Vch) of 0.980 m
3 (dimensions: 100 cm × 100 cm × 98 cm). Inside each chamber, a temperature control system comprising a heater and a cooler was implemented to maintain air temperature of 24 ± 1.0 °C and a relative humidity of 60% throughout the experimental trials.
The experimental setup consisted of air-conduction components, analyzers, and data acquisition equipment. Mass flow pumps (FK-100, Sable System, Las Vegas, NV, USA) were connected to each chamber and operated at a flow rate of 20 L/min, matching the measurements conducted on the animals. To ensure a consistent sample flow through the gas analyzers, an air sample of 160 ± 2.0 mL/min was extracted from each flow pump using a sub-sampler pump (SS4, Sable System, Las Vegas, NV, USA) positioned at the end of the circuit. The extracted air sample underwent analysis of water vapor pressure using an RH-100 device (Sable System, Las Vegas, NV, USA). The humid air was subsequently passed through a drying column filled with >99.5% CaSO4 (Drierite®) to remove humidity and enable an analysis of dry air concentration.
The concentrations of O2 and CO2 were analyzed from the dry air sample using paramagnetic (PA-10, Sable System, Las Vegas, NV, USA) and infrared (CA-10, Sable System, Las Vegas, NV, USA) analyzers, respectively. A universal interface (UI-3, Sable System, Las Vegas) was connected to the flowmeters and analyzers to record the signals at a frequency of one record per second. The signals from the analyzers and flowmeters were extracted using ExpData software v.1.9.22 (Sable System, Las Vegas, NV, USA).
The atmospheric air was conducted using a diaphragm pump, and O2 and CO2 concentrations were measured to establish the baseline concentrations.
2.2. General Calculations
The calculations employed in this study for simulating gas injection dynamics and data computation were based on the methods described by Ligton [
15] and McLean and Tobin [
16] for an open-circuit system operating under negative pressure.
The correction of the outgoing flow (Fout) via barometric (BP) and water vapor pressure (WVP) was calculated as , where Fout(dyl) is the outgoing flow of wet air. The ingoing flow (Fin) was determined using the nitrogen correction factor via the equation , where , disregarding the minor components of atmospheric air (e.g., Ag, CO, H2, CH4, etc.).
The volume of gases (L/min) was determined by multiplying the airflow and their respective gas concentration: , , and similarly for oxygen. The oxygen consumption (VO2) was calculated from the volumetric difference between ingoing and outgoing gases: . CO2 production (VCO2) was determined as .
During the recovery test, the volume of injected CO2 (VCO2inj) was computed as , where Finj is the controlled injection flow, and CO2inj is the known concentration of tested gas.
The HP was calculated based on the volumes of gas exchange using Brower’s fundamental equation [
1]:
.
2.3. Simulation of the Dynamic of Gas Injection in a Theoretical System
To perform the recovery test, a simulation was developed using Microsoft Excel spreadsheet (
S1 File). The simulation was based on a theoretical system assuming constant flow with no significant resistances or leaks (
or
) and dry air passing through the system (
). This allowed us to describe the behavior of the injected CO
2 concentration (CO
2inj) over time (per minute). Parameters such as the volume of injected gas (Vinj), Finj, and CO
2inj concentration were kept constant but could be modified for testing other gases based on this study’s objectives, system characteristics, and simulated scenarios. Additional calculations are detailed in
Table 1.
The simulation was conducted to determine the volume of CO
2 in three compartments: (1) ingoing volume (VCO
2in), (2) CO
2 volume in the chamber (VCO
2ch), and (3) outgoing volume (VCO
2out) (
Figure 2A). The simulation consisted of two phases: the injection phase (when Finj > 0 and ti < tinj) and the washing phase (when Vinj was empty at ti > tinj and Finj = 0) (
Figure 2B).
At the start of the simulation (ti = 0), representing the absence of gas injection or baseline condition, the concentration of CO
2 in all compartments was equal to the atmospheric air concentration. The volumetric content of each compartment was established as follows:
For the injection phases (ti = 1 to tinj), the following calculations were performed:
In the above equations, VCO2ch at t = 1 was calculated by summing the volume of CO2 in the chamber (VCO2ch) at t = i − 1, the VCO2in at t = i, and the VCO2inj at t = i, and then subtracting the VCO2out at t = i − 1. The VCO2out at t = i was used to determine the fractional concentration of CO2 in the chamber (CO2ch) at t = i, calculated as .
During the washing phase (ti = tinj + 1 to infinity), the CO
2 volumes were calculated as follows:
The outputs of interest from the simulation over time included CO2out, the differential volume of CO2 (), and the cumulative differential volume of CO2 (). These parameters, calculated per minute, were used for comparing the result of each chamber.
2.4. Recovery Test Procedure
The recovery test was conducted in four respirometry chambers to assess the accuracy and precision of the system by injecting a known concentration of CO2 and measuring the rate of gas ingoing and outgoing over time. The recovery protocol was designed with the following considerations: (i) continuous monitoring and control of the gas concentration and injection flow rate at every time unit (each second), (ii) ensuring that the concentration and injection flow rate fall within the expected range of metabolic rates observed in animal trials, and (iii) comparing the simulated flow rate of CO2 with the observed rate in each chamber to evaluate the accuracy and precision of the system.
A non-diffusion medical bag (Jiangsu Yuyue Medical Equipment & Supply Co., Ltd., Nanjing, China) was used with a capacity to store 30 L of a known CO
2 concentration (65% analytical CO
2 and 35% compressed nitrogen, standard gas mixture with guaranteed concentration, Code: ONU-1013, White Martins, SP, Brazil). The bag was connected to a micro-diaphragm pump with a pressure of 90 kPa (CTS Parker Hannifin, Cleveland, OH, USA). It was used to inject the gas into the chamber at a controlled injection flow rate of Finj = 0.5 L/min, which was monitored using a rotameter (
Figure 1 and
Figure 2A). After that, the data collection was started by 60 min (injection time) up to the bag empty and continued for another 60 min without injection (washing time). This process was repeated three times in each chamber, and the average of the three observations was compared with the expected behavior of CO
2out, ΔCO
2out, and Cumulative ΔCO
2 obtained from the simulation at each time point (
ti).
2.5. Data Analyses and Recovery Index Calculation
The data analysis for the recovery test followed the same calculation procedures as described in the simulation. Data was recorded at one-second intervals and then averaged every minute. Several parameters were evaluated to assess the accuracy of the system in each chamber, including the fractional concentration of CO2out, ΔVCO2, and cumulative ΔVCO2. The error (ε) and residual standard deviation (RSD) were calculated for each chamber and minute to evaluate the results.
The error (ε) was calculated as the difference between the observed and expected (simulated) value using the following equation:
The residual standard deviation (RSD) was determined by taking the square root of the sum of squared differences between the observed and expected values, divided by the sample size (n), as follows:
In each chamber, both ε and RSD were calculated for CO2out(ti), ΔVCO2, and Cumulative ΔVCO2.
Additionally, the recovery rate was determined by comparing the observed volume of CO
2 (∆VCO
2 observed) with the expected volume of CO
2 (∆VCO
2 expected) in each chamber. The recovery rate was calculated over a period of 120 min using the following formula:
Here, k represents CO2out(ti), ΔVCO2, or Cumulative ΔVCO2. The observed values were recorded in each chamber, while the expected values were obtained through the simulation.
2.6. The Procedure of Data Computing of a Multi-Chamber IC System
For this procedure, we used the IC data report presented by Camargos et al. [
17] on broiler chickens to illustrate the step-by-step calculations involved in data management. The calculation spreadsheet developed in MS Excel containing this data is available as
Supplementary Material (S2 File).
The signals extraction of the fractional concentration of O
2 and CO
2, Fout (of each chamber), BPA, and WVP, exported one data per second to MS Excel. Since the experimental setup involved a multi-chamber IC system, certain inputs were necessary to define the recording sequence of the analyzers, which was controlled by a multiplexer, and to enable automated data processing. These inputs were incorporated into the MS Excel spreadsheet. Specifically, the programmed time sequence in ExpeData was provided within the MS Excel spreadsheet. This sequence dictated the recording of gas concentrations during both the baseline and chamber measurement periods. In the example provided in
S2 File, the program was set to include an initial and final baseline (each with a reading duration of 180 s) and to record the gas concentrations in each chamber between the baselines (each with a reading duration of 540 s). Consequently, a complete cycle of gas concentration readings for all chambers lasted for 60 min (
Figure 3), and this cycle was looped continuously for 24 h.
Detailed information regarding the chamber codification, sequence of inputs, and additional parameters (e.g., chamber volume and the body weight of animals inside the chambers) can be found in the
S2 File.
2.7. Oxygen and CO2 Signal Calibration
The initial step in conducting IC measurements involved verifying the recorded signals and ensuring consistent gas concentration values. To achieve this, the analyzers were calibrated at the beginning and end of each metabolic measurement period. In the study conducted by Camargos et al. [
17], calibration procedure was performed daily.
The calibration procedure employed two gases with known certified concentrations: Gas A, which consisted of pure nitrogen with approximately 99.99% N2, 0% O2, and 0% CO2 (White Martins, Guarulhos, SP, Brazil), and Gas B, a standard mixture comprising 21% O2 and 1% CO2 (White Martins, SP, Brazil).
For each gas of interest (O
2 and CO
2), a calibration curve was generated by extrapolating the concentrations over time (
ti) using the following equation:
Here, CO
2ti represents the fractional concentration of Gas A or Gas B at time
ti. At the same time, CO
2t0 and CO
2tn denote the concentrations recorded by the analyzer at the initial and final time points for Gas A and B, respectively. The extrapolated CO
2 concentration for each ti and gas (A and B) was then linearized as follows:
Finally, the calibrated signals and expression of the gas concentrations were represented as follows:
The same procedure was applied to calibrate the O2 signals. In O2 and CO2 measurements, the fractional concentrations derived from the calibration process were used for subsequent calculations.
2.8. Calibrated Fractional Concentration and Filtering
The fractional concentration obtained through calibration alone is insufficient for calculating heat production (HP). Therefore, the reliability of the IC measurements relies on the detection of metabolic signals by the system or the appropriate mathematical techniques applied to highlight these metabolic events.
The Bartholomew transformation [
18] is a commonly used procedure for real-time gas exchange measurements [
19]. This transformation is based on the relationship between Vch and Fout, representing the system’s ability to detect the metabolic signal or provide a delay for corrective action in its absence.
The concentrations of O
2 or CO
2 can be corrected by incorporating the exponential saturation of the chamber, which is dependent on Fout. The calibrated concentrations of O
2 and CO
2 at a specific time (
ti) can be corrected using the following equation:
After applying the Bartholomew transformation, the CO
2 concentration is transformed to the time
ti. Since the signals were recorded every second, a moving average (n = 10) was employed as a criterion to reduce noise and synchronize the O
2 and CO
2 analyzer signals.
The same procedure was conducted for O
2. The transformed and filtered signals were then utilized to calculate HP based on the equations described by Lighton [
15] and Gerrits et al. [
9].
The detailed step-by-step procedure for a multi-chamber IC system can be shown in detail in the
S2 File.
4. Discussions
The recovery test results indicate that all chambers exhibited similar behaviors compared to the simulated model in terms of dynamic parameters. However, specific differences were observed among the chambers throughout the assay, particularly in the CO
2 concentration, volume injection, washing, and cumulative volume of CO
2 passing through each chamber. These differences in behavior can be attributed to variations in chamber geometry, as well as factors influencing gas exchange, such as the efficiency of gas mixing inside the chamber and the performance of the heater–cooler system [
15,
16]. The presence of a temperature-controlled system inside the chamber is especially important and should be weighted and taken into consideration during calibration trials preceding each metabolic assay.
The observed variations in the delay to reach the target
tinj among the chambers can be attributed to differences in the accuracy of filling the non-diffusion bag used in the assays [
12]. As the Vinj was similar across chambers and repetitions, accurately measuring the exact volume becomes challenging and can impact the expansion of the tested gas.
During the injection period, an interesting finding was that all chambers exhibited slightly higher CO
2out concentrations and ΔVCO
2 values than expected. These variations in ΔVCO
2 are attributed to airflow (Finj or Fout), which can be calibrated using a flowmeter to provide greater precision during animal experimentation [
15]. These observations suggest the presence of some inefficiencies or measurement errors in capturing and recording gas exchange data. However, the impact of these variations on the overall cumulative volumetric difference of CO
2 was minimal, resulting in less than 1 L of ΔVCO
2 above the expected value. Therefore, these discrepancies are unlikely to significantly affect the results’ accuracy or pose problems during animal experimentation.
Each chamber’s recovery rates and RSDs provide insights into the system’s performance. As McLean and Tobin [
16] recommended, the recovery rates fall within the system inefficiency range [
16]. An acceptable recovery rate range of 3% to 8% (0.92 to 1.08) is considered normal.
The slight reduction observed in the average fractional concentration of CO2 after calibration and Bartholomew transformation can be attributed to the volumetric contribution of CO2 within the chamber, which depends on Vch, in addition to the CO2out measurements recorded by the analyzer. The variation observed in the recorded and calibrated-transformed data was similar at this stage. To further enhance data quality by reducing noise while preserving the average of the previously calibrated–transformed data, a moving average (n = 10) was applied.
The computation of IC data follows a comprehensive methodology described by Lighton [
15] and Gerrits et al. [
9]. This approach is applicable when working with analyzers and chambers that have undergone thorough checking and calibration. It is crucial to ensure that the chambers are defect free or have passed a recovery test to assess their suitability. Additionally, the output signals of the analyzer should accurately represent the temporal variation observed during animal experimentation. Therefore, the periodic calibration of the analyzer, recorded signal verification, and application filtering techniques are recommended to obtain coherent gas concentration values while minimizing noise. The calibration curves obtained allow for the accurate transformation and subsequent filtering of the signals to calculate gas exchange volumes and heat production.
The findings from this study align with previous literature. Lighton [
15] and Gerrits et al. [
9] have emphasized the importance of accurate calibration and periodic verification of signals in computing IC data. Also, this present study contributes to the existing body of literature by demonstrating the importance of recovery tests in assessing the performance of chambers and the accuracy of gas exchange measurements. The variations observed among chambers highlight the need to carefully consider chamber geometry and other factors influencing gas exchange when designing experiments and interpreting results.
It is worth noting that this study has certain limitations. Using a specific animal model and experimental setup may restrict the generalizability of the results to other systems or species. Additionally, the analysis focused on CO2 measurements, and further investigations may be necessary to evaluate the behavior of other gases or parameters and on the other IC system kinds.
5. Conclusions
In conclusion, this study provides valuable insights into the behavior and performance of chambers used for measuring gas exchange in animal experimentation. The observed variations among chambers and deviations from the simulated model highlight the importance of considering chamber-specific factors and calibration procedures in order to obtain accurate and reliable data.
The findings emphasize the significance of calibration and filtering techniques in improving the accuracy of indirect calorimetry (IC) measurements. This study lays the groundwork for enhancing gas exchange measurements’ overall precision and reliability in future research by addressing the challenges associated with chamber behavior and data processing.
The adaptable nature of this methodology allows for its application in different IC systems and research objectives, making it a valuable tool for researchers in various fields. Moreover, the MS Excel spreadsheet provided in this study can be customized to meet specific research needs or serve as a practical teaching resource.