1. Introduction
The optokinetic reflex (OKR) is a visual reflex that develops within the first six months in healthy children. Optokinetic nystagmus (OKN) is induced in response to a moving image, such as rotating black and white gratings, travelling across much of the visual field. Vertically oriented gratings would elicit a horizontal OKR whilst horizontally oriented gratings would elicit vertical OKR. OKR typically has two phases of eye movements. The “slow phase” equates to the movement of the eyes in the same direction as the moving stimulus to cancel out the retinal slip velocity. To reset the eyes, the slow tracking movement is routinely interrupted by a “fast phase” or “saccadic movement” in the opposite direction [
1].
Abnormalities in OKN are a clinical finding in a variety of ophthalmic, vestibular, and neurological disorders. Examples of visual disorders associated with abnormal OKN include photoreceptor dystrophies, albinism, and
FRMD7-related infantile nystagmus [
2]. Neurological eye-tracking disorders can be divided into pursuit system disorders, such as floccular lesions, and quick phase disorders, such as progressive supranuclear palsy [
3,
4].
Common visual behavioural assays used in larval zebrafish include the optomotor response (OMR) assay and the OKR assay. In an OMR, fish reflexively swim in the direction of a moving stimulus. Due to the tracking of multiple fish simultaneously, an OMR is more advantageous for high-throughput screens [
5]. In comparison, an OKR has the advantages of being more robust, reliable, and able to identify underlying diseases linked to the visual system and brain development. Reductions in visual acuity can be quantified using the OKR assay by altering spatial frequencies until no OKR is elicited [
5]. Similarly, nystagmus has been reported in mutant zebrafish making it suitable for precisely measuring eye movements [
6]. Due to their different merits, these assays are often used in tandem.
In addition to zebrafish, OKR has been successfully elicited in other animal research models, including rodents, rabbits, and cats [
7]. Ethically, animal research must strive to follow the “three Rs” of animal research ethics: refine, reduce and replace [
8]. Using zebrafish as an exemplar model aims to uphold these principles.
Firstly, zebrafish form ideal models for investigating OKN disorders, sharing an 87% disease gene homology with humans [
9]. By 5 days post-fertilization (dpf), they already exhibit a fully functioning OKR, at which stage they are still legally classed as “unprotected organisms” in some countries, allowing for greater ease of research. Achieving successful OKR assays in zebrafish allows researchers to “replace” more sentient animals such as mice [
8].
The establishment of clear reporting guidance aids in research design, the reproducibility of results, minimizing bias, and facilitating systematic review studies [
10]. The National Institute of Health (NIH) propose that researchers have a scientific as well as a social responsibility to produce rigorous and transparent research through adherence to guidelines [
10]. This allows each subsequent generation of researchers to verify a study’s validity, expand upon the current body of research, and further “refine” their method. Attaining high-quality results in animal models also provides valuable time-saving and economic benefits as well as more reliable results, which may translate to “reduced” numbers of animals per experiment [
11].
The ARRIVE guidance, updated in 2020, is a well-known pre-clinical guidance for animal researchers which aims to standardise reporting practices across all published works [
12]. It broadly outlines ten essential items including study design, sample size, outcome measures, and a description of experimental animals to provide a basic skeleton applicable to most animal research projects. Similarly, another paper called “the gold-standard checklist” approaches this from an animal ethics perspective and follows the ‘three Rs’ [
11].
Though these guides provide a strong foundation for research design, neither are specific to a particular species. Guidance tailored to fish research does exist, including specific environmental and feeding steps that differ from other animals [
13]. However, this guidance is dated and too generalizable, making it insufficient for reporting on complex research procedures such as OKR assays.
More recent studies optimise experiments in fish models by summarising the literature and forming a standardised protocol [
14]. Implementing this specific guidance on research methodology can further improve research rigour and quality and enhance the reproducibility of these procedures. Whilst in areas such as animal husbandry standardised protocols have been quick to emerge, only one exists for behavioural assays in larval zebrafish, which is the DAZL 2023 guidelines are for locomotion (OMR) assays for developmental neurotoxicity screening [
15].
Recent reporting guidance has emerged on eye-tracking research methodology in humans but no such guidance currently exists for performing OKR behavioural assays in larval zebrafish [
16].
In this paper, we aim to carry out a systematic review of different methodologies used to elicit, measure, and analyse the OKR in zebrafish. Based on the review, we developed the zebrafish optokinetic reflex minimum reporting guideline, identifying various factors in methodology that should be reported to ensure reproducibility and the correct interpretation of OKR results.
2. Materials and Methods
To perform a comprehensive literature review of current OKR reporting practices, we followed the PRISMA 2020 statement [
17]. The search was conducted in May 2023 across three peer-reviewed literature platforms as follows: PubMed, Medline, and Science Direct.
For the Medline and PubMed searches, we utilised the criteria as follows: “optokinetic” or “opto kinetic” or “OKR” and “zebrafish” or “danio rerio”. When conducting the search on the Science Direct database, we also included “zebrafish” or “danio rerio” in the keywords search bar.
Inclusion and Exclusion Criteria
Papers were filtered for those in English and Italian to match the researchers’ language proficiency.
Papers were only included if an OKR was performed as part of the study on larval zebrafish. Studies that used juvenile or adult zebrafish were excluded. Many studies failed to note the larval developmental stage in the abstract, hence the exclusion of “larvae” from our search criteria. Studies solely using OKR for neuro-imaging studies and not visual behaviour were excluded.
4. Overview of Parameters Utilised in Designing the OKR Assay
The literature review highlights various factors reported when planning and conducting an OKR assay in zebrafish. We have explored how these factors (developmental stage of larvae, immobilisation method, assay set-up, pattern, stimulus parameters and presentation of stimulus) could influence the OKR assay results and its interpretation.
Key methodological considerations reported to elicit a robust OKR response involve selecting larvae of 5 dpf or above and using an assay set-up with full-field monocular stimulation. Strong evidence indicates selection of the stimulus spatial frequency and velocity is important for OKR outcome, with attention required to not surpass the “optical cut-off frequency” which results in poor OKR responses due to the inability of the fish to resolve the stimulus. A higher stimulus contrast will also produce a better response. Once robust OKR responses have been elicited, the final data quality is further dependent on eye movement recording and analysis. Utilising appropriate software-based approaches instead of relying on manual methods can greatly enhance the automation of eye movement measurements and effectively mitigate observer bias.
4.1. Existing Reporting Practices
The above-mentioned variables directly or indirectly impact on OKR experimental design, analysis, and interpretation. From the 109 relevant studies identified, we calculate the percentage of papers which contain the appropriate details for each variable. We will go on to discuss the minimal reporting guidance considering the literature.
4.1.1. Larval Characteristics
Species of Fish
A total of 100% of papers referenced the species either as ‘zebrafish’ or ‘Danio rerio’.
Larval Developmental Stage
Only 7.3% of studies failed to report the developmental stage of larvae [
34,
35,
56,
57,
58,
59,
60]. Larvae from 2–21 dpf were used, with 5 dpf being most commonly reported in 35.6% of papers. Some report dpf as a range as outlined in the graph (
Figure 7).
4.1.2. Immobilisation
The immobilisation method was detailed in 88% of studies, with a further 6.4% referencing past methodology [
57,
61,
62].
From this total of 103 papers, methylcellulose was the most popular mounting medium and was utilised in 70.9% of papers. Concentrations of methylcellulose varied from 2.5–9%, with 3% being the most common (
Figure 8).
Agarose was used in 25.2% of the reporting studies. Concentrations varied from 1–2%, with most favoring 1.6% (
Figure 9).
Pins/needles were used in 1.9% papers, where the larvae exceeded 20 dpf [
63]. A further 1.9% reported no immobilisation method due to larvae being inside the chorion.
4.1.3. OKR Assay Set-Up
The OKR assay set-up was detailed in 89.9% of studies, with a further 5.5% referencing another paper’s methodology. A total of 3.7% do not mention OKR methodology [
58,
64,
65,
66].
Popularity of each method:
- A.
In 39.4% of papers, the OKR assay used a standard rotating drum.
- B.
The OKR stimulus was projected onto a stationary surface in 43.1% of papers.
- C.
The LED/LCD arena method was used in 13.8% of papers.
4.1.4. Optokinetic Stimulus
Patterns
In 86.2% of papers the pattern of the stimulus was mentioned. A total of 55% of manuscripts utilised a standard stimulus of black and white stripes/gratings. A total of 4.7% of papers did not report their stimulus, but gratings were present in images of the OKR set-up. In 23.8% of papers the stimulus was sinusoidal and 0.03% used random dot patterns [
38,
67]. Seven papers with no pattern used Visiotracker software and thus likely used their standard gratings.
Stimulus Generation and Control
From 60 manuscripts with projected or LED-based stimuli, 66.7% referenced software for stimulus generation, with 22.5% of these opting for LabVIEW (National Instruments) [
68,
69,
70], whilst 12.5% used MATLAB [
1,
32]. The rest used other software: Image-J, Simple DirectMedia Layer, PsychoPy, NIH Object Image and Python Library Vision (
Table 1). This is excluding papers known to use Visiotracker or Zebeyetrack software.
Stimulus Parameters: Frequency and Velocity
A total of 81.7% of papers included a value for SF or a corresponding parameter. A total of 84.4% of papers provided a value for the stimulus velocity/temporal frequency. They have been divided based on the OKR method (
Table 2).
For papers using the rotating drum method, 90.7% reported stimulus parameters. Of these, 84.6% reported the SF as degrees of a cycle (ranging from 9–40 degrees), with 18 degrees as the most popular. The TF was provided as the number of rotations per minute in 69.2% of papers (ranging from 3–20 rpm), with 6–8 rpm being the most common.
From all methods using a projected stimulus, 91.5% provided some stimulus parameters. Of these, 55.8% recorded SF in cycles per degree (cpd) (from 0.01–0.6 cpd). The velocity in degrees per second (from 2.7–30 deg/s) was noted in 81.4%. Median values of 0.06 cpd and 7.5 deg/s were most common [
33].
For LED assays, 73.3% of papers reported stimulus parameters. Notably, all of these papers also reported velocity in degrees per second (from 5–48 deg/s). SF was mostly reported in cycles per degree (from 0.033–0.066 cpd), with one paper using a random pattern omitting a SF [
81]. The most commonly used settings were 0.033 cpd with 10–15 deg/s [
36].
Stimulus Duration
The time of exposure to a stimulus was given or referenced in 67% of papers. This varied greatly from just 3 s [
33] to as long as 20 min [
81]. Over a third of these papers used a timing of 1 min [
41,
51,
54,
84,
85]. A duration of 2 min was also common [
52,
86,
87].
Direction of Rotation
72.5% of manuscripts highlighted the direction of stimulus rotation. A bidirectional stimulus was used or referenced in 65.1% of papers [
79,
88].
4.1.5. Lighting
Distance of Stimulus from Larval Eye
Authors provided the distance between stimulus and larva in 26.6% of papers. Of these, 51.7% provided a drum diameter and 34.5% noted the specific measurement from the larval eye to the stimulus, from 6 cm to 22 mm (
Table 3).
A further 13.8% of the papers provided a complex 3D location with more modern circular LED arenas.
Monocular vs. Binocular Stimulation
20.2% of manuscripts stimulated larvae monocularly [
38,
81,
88,
93]. Most papers, 48.6%, did not specify whether the stimulus was monocular or binocular.
Contrast
Contrast was mentioned in 31.1% of studies. One third of these studies, measuring contrast sensitivity, provided a broad range of contrast levels tested from ~1–5% to 100% contrast [
6,
44,
79], 50–100% [
55], and another from 20–99% [
71]. The rest of these studies used a fixed high constant contrast of 85–100% [
88,
93,
94].
In studies that did not mention contrast, light parameters in the forms of intensity or luminance were stated in 14.7% of papers. Only 11% mentioned both contrast and lighting parameters (
Table 4).
4.1.6. Experiment
Throughput
Only one trial using ZebEyeTrack reported on the assay throughput accuracy. A high OKR accuracy was found when measuring six zebrafish larvae simultaneously, comparable to individual stimulation [
24].
Sample Size
A total of 84.4% of publications mentioned the sample size of larvae. One paper measured OKR from over 70,000 larvae over a three-year time period [
34]. Most studies reported an average sample of 6–15 per larval group.
OKR Time of Day
Only 14.7% of manuscripts include time parameters for performing an OKR. Just over half of these had broad parameters spanning morning and afternoon, between 8 am and 7 pm. The most common time of day was between 12 and 6 pm, with 37.5% of these papers performing an OKR exclusively in the afternoon [
53,
101,
102].
Recording of Eye Motion
64.2% of researchers used cameras for recording eye movement. Of these, 55.7% used CCD cameras [
103], with 8.6% utilising newer CMOS technology [
67]. A total of 44.2% were stated to be infrared sensitive.
Analysis of Eye Motion
Analysis software was used in 54.1% of papers (
Table 5). A total of 35.5% of these used LabView.
Eye movement analysis tools were not used in 45.9% of publications. Only 16.6% of these papers explicitly stated the analysis was done manually [
104].
Table 5.
Number of papers that reference eye movement analysis software.
Table 5.
Number of papers that reference eye movement analysis software.
Analysis Software | Number of Papers | Paper Reference |
---|
LabView | 16 | [6,33,39,42,44,55,68,69,71,75,82,83,90,91,103,105] |
LabView/Matlab | 4 | [73,93,106,107] |
Labview/Tracker 4.0 | 1 | [72] |
LabView/ImageJ | 1 | [88] |
Cell F | 1 | [88,108] |
Viewpoint OKR | 2 | [61,84] |
Matlab | 9 | [1,40,56,65,70,78,86,89,109] |
ZebEyeTrack (Matlab) | 7 | [24,30,32,65,110,111,112] |
AmScope/Matlab | 1 | [113] |
Python/Matlab | 1 | [67] |
Bonzai/Matlab | 1 | [94] |
Proprietary | 1 | [29] |
ScanImage | 1 | [77] |
Media Cybernetics IPP6 | 1 | [114] |
Image J | 4 | [34,38,59,100] |
Object Image2 | 1 | [99,108] |
Quantifying OKR Assay
Authors reported on how they quantified the OKR in 89.9% of publications. From these, the most common outcomes measured were eye velocity/gain and saccade rate in 51% and 28.6% of papers, respectively. The number of positive OKR responses or ‘saccades’ was reported in 33.7% of papers (
Table 6).
The inconsistencies in OKR assay reporting are shown in
Figure 10 which emphasizes the need for its standardization.
6. Discussion
After reviewing the existing literature, it is clear that several factors impact measurements reported from OKR assays, including larval characteristics, immobilization methods, assay set-ups, stimulus parameters, and analysis techniques. Our systematic review of 109 papers highlights the prevalent issue of insufficiently reported variables, possibly due to lab-specific approaches and a lack of standardized reporting guidelines. We propose using a simple minimal reporting guidance table (
Table 7) which serves as both a checklist for researchers establishing an OKR assay and a tool for peer reviewers assessing a study. Whilst different laboratories may utilise various ranges of parameters, the accuracy of OKR assays can still be achieved. The proposed reporting guidelines are designed to foster reproducibility and transparency rather than dictate a uniform experimental approach. This flexibility is particularly crucial when working with a spectrum of phenotypes in behavioural research. Our goal is to support a broad application of these guidelines which are adaptable to diverse research settings and methodologies.
With the advent of CRISPR-Cas9 mutagenesis techniques, the ease of modeling human mutations in zebrafish has significantly increased [
116,
117]. Through integrating these advances into genetic engineering with state-of-the-art visual behavioural assays, such as the OKR, researchers are not only able to model diseases linked to retinal development [
118,
119,
120,
121,
122,
123] but also explore cis-regulatory variants affecting neurological development or retinal function [
124,
125]. This approach has shown effectiveness in modeling infantile nystagmus [
6], examining its impact on OKR development, and evaluating therapeutic responses analogous to those used in human treatments [
75]. Such studies underscore the potential of using zebrafish as a versatile model for understanding and treating human visual disorders and, importantly, the role of well-designed OKR assays to objectively determine disease status and therapeutic responses.
Certain challenges were encountered during the execution of this review. Determining the influence of variables on the zebrafish OKR proved challenging due to limited existing research in the field. A potential weakness was that nine assay methodology papers were included in the review which conducted no OKR investigations other than displaying the set-up of their equipment. This could have slightly negatively affected the percentages concerning reporting practices. However, these papers were included in the review because assays were carried out on wildtype zebrafish. Employing better reporting in methodology papers can also be advantageous in proving that a proposed method is effective.
It was also difficult to identify the optimal parameter for a variable where values differed greatly across the studies. The modal “ideal” value we calculated may be subject to sampling bias as larger laboratories publishing multiple papers use the same protocol, potentially influencing these results. However, it is noteworthy that these high frequency publications prove their OKR assay protocol to be highly effective and perhaps it is a good opportunity for others to adopt these practices. This review provides great transparency for researchers through its systematic tables with references for various parameters. Additionally, legal restrictions in some countries probably influenced the popularity of using 5 dpf larvae. It is important for new researchers to consider that older larvae might exhibit a stronger OKR response. While our paper focused on larval OKR studies, our examination of studies involving adult zebrafish indicates that, despite marked differences in experimental procedures such as age and immobilisation methods, the fundamental reporting parameters are similar. Consequently, we propose that our reporting guidelines can also be relevant and beneficial for studies involving adult zebrafish.
Finally, the OKR assay has been found to be a popular and accurate tool for visual system analyses in larval zebrafish. Our goal is to establish ZOK as a baseline standard that enhances research transparency while remaining adaptable to individual research needs. Notably, this guidance is flexible and accommodates various assay configurations. We anticipate the use of the ZOK reporting guideline can lead to higher quality research being performed on zebrafish models.