System Integration - A Major Step toward Lab on a Chip
Journal of Biological Engineering volume 5, Article number: 6 (2011)
Microfluidics holds great promise to revolutionize various areas of biological engineering, such as single cell analysis, environmental monitoring, regenerative medicine, and point-of-care diagnostics. Despite the fact that intensive efforts have been devoted into the field in the past decades, microfluidics has not yet been adopted widely. It is increasingly realized that an effective system integration strategy that is low cost and broadly applicable to various biological engineering situations is required to fully realize the potential of microfluidics. In this article, we review several promising system integration approaches for microfluidics and discuss their advantages, limitations, and applications. Future advancements of these microfluidic strategies will lead toward translational lab-on-a-chip systems for a wide spectrum of biological engineering applications.
Microfluidics is a multidisciplinary field investigating the behavior and the manipulation of small amounts of fluids with characteristic length scales from nanometers to hundreds of micrometers [1, 2]. The field has been under intensive development for over 20 years as a result of the emergence of microelectromechanical systems. The dramatic change in the length scale offer many new techniques due to the unique importance of phenomena at the microscale such as the domination of surface forces over inertial forces, the laminar nature of fluid flow, fast thermal relaxation and length scale matching with the electric double layer . From a technological point of view, microfluidics offers many advantages including low fluid volumes (less reagents and lower cost), short assay time, low power consumption, rapid generation of small liquid compartments and high degree of parallelization [4–11]. Despite the fact that the inherent advantages of microfluidics are highly promising for realizing the concept of lab-on-a-chip, microfluidics has not been widely adopted in biological engineering and medical applications. By now, the most successful portable bioanalytical platforms with the largest market share are test stripes, which were introduced in the middle of 1980s [12–14].
In the past decades, microfluidics has undergone rapid development with numerous new fabrication techniques and device designs. There are a large number of publications and patents of microfluidic devices functioning as pumps [12, 13], mixers [14–16], concentrators , and valves [18–20], which are the building blocks for creating functional bioreactors and lab-on-a-chip systems. Nevertheless, a major hurdle for transforming microfluidics into practical applications is the integration of these components into a fully automated platform that can be conveniently accessed by the end users . This is primarily due to the complexity of combining various components including bulky supporting equipments (e.g., pressure sources and cell culture modules), detection components (e.g., optics and engineering interfaces), and sample preparation modules (e.g., mixers and concentrators) into a single platform .
The major criteria for developing an integrated lab-on-a-chip system depend on the proposed applications and target markets of the products [23–39]. For example, it is widely believed that lab-on-a-chip technology will advance global health through the development of in vitro diagnostic devices for point-of-care testing (e.g., routine monitoring for chronic diseases and emergency testing for acute diseases) and advanced diagnostic devices in central laboratory testing [40–43]. In a central laboratory setting, sensitivity and specificity of the test are often the major considerations when supporting infrastructures are available and a high-cost, high-performance system is affordable. Due to the lack of sufficient trained personnel in remote locations (e.g., airports or train stations), diagnostic assays should allow automated operations by untrained personnel and the results should be easily interpreted by the end users. In resource-limited settings (e.g., a rural clinic), the cost, portability and shelf life represent the major constraints for the development of the system and the ability to transfer the test results to physicians in other locations for off-site diagnosis using the existing communication network is valuable . The chip designers, therefore, should consider these issues and requirements according to the target applications at the preliminary stage.
In the past decades, numerous microfluidic techniques have been developed for a wide spectrum of biological engineering applications. These microfluidic systems have been successfully applied in laboratory scale applications . However, most existing microfluidic systems are practically chip-in-a-lab, instead of lab-on-a-chip, and only possess limited functionalities . Recently, several microfluidic strategies are emerging for effective integration of multiple microfluidic components towards fully automated lab-on-a-chip systems for sophisticated biomedical analyses . In particular, capillary driven microfluidics, multilayer soft lithography, multiphase microfluidics, electrowetting-on-dielectric, electrokinetics, and centrifugal microfluidics are some of the most promising platforms for transforming microfluidics into various biological engineering applications. In this article, the basic principles, applications, strengths, and limitations of these microfluidic platforms are discussed.
Capillary Driven and Paper-based Microfluidics
Test strips introduced in the middle 1980s are currently the most successful portable diagnostic platform commercially available. The major advantages of test strips include simplicity, portability and cost effectiveness . In a test strip, the liquid transport is driven by capillary action of a fleece without the requirement of external transportation support. It offers single-use point-of-care diagnostics (qualitative or quantitative detection) such as cardiac marker assays and pregnancy test . On the other hand, there is a rapid development of paper-based microfluidic devices, which are also driven by the capillary effect, through micropatterning of test paper with hydrophobic polymers for channeling the fluid into different regions . Paper-based microfluidics has enhanced flexibility in the device design for versatile usage while the cost can be compatible to test strips.
The test stripe platform consists of fleeces, which can draw liquid through stripes using the capillary effect (Figure 1a). The sample liquid, such as urine and blood, reacts with the reactants pre-immobilized on the stripe. The capillary filling action can be influenced by the permeability, the roughness, the dimension, the surface properties, and the total number of capillaries inside the stripe . The fleece can also serve as a sample filter, which is essential for processing many physiological and environmental samples. For example, in blood analysis, blood cells can be blocked from entering into the reaction chamber. This eliminates the need for centrifugal separation . Adequate and precise incubation of the sample with the reactant is also required for reactions to occur. Incubation time can be controlled by slowing down the capillary flow with local modifications of the channel geometry and property . It should be noted that metering of sample liquid in the test stripe is important for quantitative assay. To ensure the well defined amount of liquid has passed the detection zone, the start reservoir should be filled with enough sample liquid. The liquid flow stops automatically in the end reservoir when the whole piece of fleece is fully wetted with liquid. The detectable signal of the test stripe assay can be measured quantitatively by engineering interfaces or qualitatively by manual observation in the detection zone. For optical detection, the diagnostic section can be illuminated by a laser diode and the resulting fluorescence emission of the fluorescently labeled analytes can be detected by a photodiode [53, 54]. For qualitative readout, the analytes can be bound to small gold nano particles or colored latex particles. Accumulation of the analytes at the detection zone can produce a readable signal  (Figure 1b). Bioanalytical assays can also be performed based on enzymatic reactions . For instance, the amperometric signal generated by an enzymatic oxidation reaction, which depends on the concentration of the analyte, can be measured using an electronic interface.
Paper-based microfluidics have been demonstrated in recent years . These diagnostic devices are made of paper, which can act as the channel and physical filter for samples and reagents. The devices are usually fabricated by patterning a paper with spatial hydrophobic barriers such that the bounded regions become the hydrophilic channels (Figure 2). The channels can be either left open to the atmosphere or sealed to thin polymer sheets. The channel guides the fluids through capillary action. Similar to a test stripe, the capillary action can be controlled by the characteristics of the material and the environmental conditions (e.g., temperature and relative humidity). There are a number of methods for creating hydrophobic patterns, such as photolithography , plasma etching , and wax printing . In these methods, the thickness of the paper determines the height of the channel while the patterning process defines the geometry of the channel. The fabrication process is followed by saturating the test zones with assay reagents using manual spotting or inkjet printing. The reagents in the device should be functional after they are fully dry. Most of the diagnostic analyses on paper-based microfluidics are based on colorimetric assays and the quantitative measurement can be achieved by reflectance detection . In reflectance detection, the concentration of the analyte is related to the amount of light reflected from the surface of the test zone that can be captured by a desktop scanner or digital camera. Elaborate designs for more diverse applications have been created based on paper-based microfluidics. By patterning the paper into an array of circular test zones, such as 96-zone plates or 384-zone plates, high throughput assays can be accomplished providing an alternative to conventional microplates  (Figure 2d). Furthermore, 3D paper-based microfluidics have been developed by stacking layers of paper-based microfluidic devices with double-sided adhesive tape patterned with fluidic connections . With the 3D networks of channels, multiple operational units can be combined into a single device  (Figure 2d and 2e). Existing microfluidic designs, such as the H-filter  and T-sensor , can be incorporated in the paper networks without pumping or pneumatic control systems .
The test stripes have been the most widespread commercial platform for a large number of on-site diagnostic applications for over 20 years. The simplest example is pH measurement with the litmus paper . More intricate structures such as fleece with multiple reactants and colorization or multiple fleeces with different zones of reactants can be applied in pregnancy tests, blood glucose monitoring, cardiovascular disease assays, and drug abuse tests. These detection platforms are already commercially distributed [66, 67] (Figure 1c). For paper-based microfluidics, one of the first applications is urinalysis for glucose and bovine serum albumin . Other bioassays include rapid blood typing  and salivary nitrite monitoring . With 3D paper-based microfluidics, testing 4 different samples for 4 different analytes has been demonstrated on a single device .
Strength and weakness of the platform
Capillary driven microfluidic platforms require only a simple actuation mechanism - capillary force with no pumping, valve or energy sources necessary. This makes system integration and on-site automated bioanalytical tests achievable. The devices are low-cost, small, and light weight making storage and transportation relatively easy. Furthermore, they can be disposed economically and safely by incineration. All these attractive features make capillary driven microfluidics a powerful platform for clinical diagnostics especially in resource-limited settings. However, the variations in viscosity and surface tension among different samples and changes in environmental conditions can significantly affect the wicking rate and the incubation time of the assays. Since active fluid control, e.g. mixing and concentration, is not available once the process starts, the efficiency could be a challenging issue for dilute samples. Furthermore, the shell-life of the reagents coated on the device surface, which could degrade over a certain period of time, can also influence the accuracy of the devices.
Paper-based microfluidics shares basic characteristics with test stripes. Although paper-based microfluidics is still in the developing stage, it shows a number of overwhelming characteristics over the conventional test strip. Firstly, multiplexing can be carried out simultaneously in different test zones on the paper without cross-contamination of the reagents. Secondly, on-site diagnostics for colorimetric assays can be easily achieved with cell phone cameras, scanners and other well-established communications infrastructure . Last but not least, the design of 3D paper-based microfluidics can potentially implement more complex diagnostic assays while preserving its economical nature. However, paper-based microfluidics also shares similar technical issues with test stripes. In addition, there is one issue related to reflectance detection. The digital pictures (assay results) can vary based on the lighting conditions, the resolution of the camera, and the focus of the picture . Color standards can be integrated in the device to eliminate this effect.
Multilayer Soft Lithography
Multilayer soft lithography (MSL) applies pneumatic actuation for controlling large-scale microfluidic networks, which integrate thousands of fluidic components including mechanical valves, mixers, and pumps on a microfluidic chip . MSL are fabricated by bonding multiple layers of elastomer, e.g., polydimethylsiloxane (PDMS), cast from micromachined molds . PDMS based microfluidic devices have several advantages over silicon or glass based systems including its low cost, deformability, and optical transparency. PDMS elastomer also shows good biocompatibility, impermeability to water and permeability to gases. All these factors render PDMS an appropriate material implementing MSL with pneumatic fluid control for various biological engineering applications [74, 75].
The fundamental building block of the MSL platform is a pneumatic valve, which is made by sealing two layers of PDMS together (Figure 3a). The PDMS layers contain microchannels aligned perpendicularly for fluid transport and pneumatic control . The valve is formed at the intersection of the pneumatic control channel and fluid transport channel. The operating mechanism of the microvalve relies on the high deformability of PDMS, which allows large actuation and blockage of the fluid transport channel with pneumatic control. Both push-up and push-down valves can be constructed by building the control channel layer below and above the fluid channel layer respectively. Volume containment ranging from pico- to nanoliters can be achieved with a pair of microvalves. Small dead volumes and relatively simple fabrication procedures have made these valves become one of the most prominent mechanical microvalves . With a latching valve design, an on-chip demultiplexer has been demonstrated to reduce the number of off-chip controllers and only n pneumatic inputs are required to control 2(n-1)independent latching valves .
The PDMS valve technology can also create other fundamental microfluidic components, such as peristaltic pumps and mixers. The pumping motion can be obtained by arranging an array of valves in series and actuating them in a peristaltic sequence (Figure 3b). Other designs of peristaltic micropumps have also been reported [78, 79]. For instance, a pneumatic micropump with a serpentine-shape layout is capable of providing a broad pumping rate range from 0 to 539 μlh-1. Besides pumping, mixing can also be accomplished by building a peristaltic pumping system with a channel of rotary geometry (Figure 3c). After two different reagents are injected into the rotary channel from the inlet and outlet valves respectively, both valves are closed and the peristaltic pump is activated. As the fluid flow inside the microchannel follows a hyperbolic velocity profile, the peristaltic pump driven motion leads to an increase in the interfacial area between the reagents and enhances the mixing. The rotary mixer has been utilized to perform reverse transcription polymerase chain reaction (PCR) and it has been demonstrated that the efficiency of gene expression analysis can be enhanced by 70% when compared to the diffusion limited case . Beside the pneumatic control fluidic networks, other activation strategies for the multilayer soft lithography microfluidic systems can also be applied. For example, networks of fluidic gates controlled with a constant flow of Newtonian fluids in a three-layer PDMS structure have been demonstrated .
Integrated microfluidic systems fabricated by MSL have demonstrated the capability to automate complex biological assay procedures and have been applied in various biomedical applications. Digital PCR for detecting copy number variations is one of the promising applications of the MSL microfluidic platform . Accurate quantification of copy number variations for the human genome is essential for studying the association of such variations with human disorders . However, conventional technologies, such as high density single nucleotide polymorphism microarrays and quantitative PCR, can at best distinguish a twofold difference in copy number variations. Digital PCR using a digital array can identify and quantify individual DNA molecules based on the principle of partitioning and it can differentiate as little as 15% differences in gene copy number . Another application of the MSL microfluidic platform is high throughput gene expression analysis and over two thousand real-time PCR gene expression measurements in a single chip have been demonstrated . The MSL microfluidic system is also capable of quantitative measurements with single-cell resolution . Other applications of MSL microfluidics include a fully automated cell culture system, which can create culture media formulations in 96 independent culture chambers and maintain cell viability for weeks [88, 89]. Furthermore, immunoassay based on MSL microfluidics has permitted multiplexed protein measurements using nanoliter-scale samples .
Strength and weakness of the platform
MSL microfluidics using PDMS is a low-cost, robust, and easily configurable technology. A large number of microfluidic components, such as mixers, pumps and valves, can be integrated in a single chip allowing automation of complex biological analysis procedures. The high-throughput capacity of MSL microfluidics enables effective genetic analyses that are otherwise labor intensive and cost restrictive. Also, as the pneumatic valves are miniature, a single fluidic circuit can accommodate thousands of reaction chambers. Additional capacity can be achieved simply by including additional fluidic circuits, which makes the platform modular and applicable to various biological applications. Although MSL related applications, such as high-throughput sequencing technologies, provide a broad impact on the biomedical research and show many potential applications in clinical diagnostics, most of current MSL microfluidic systems are designed for laboratory scale research and require additional supporting equipment for the operation of the device. The current technology is difficult to be implemented as a portable bioanalytical device for field applications . To implement the pneumatic controlled microfluidic network at the point of care necessary items such as external pressure sources, multiplexed gas valves, and detection modules are required to be integrated into the final system, which could present a technological hurdle for system integration [78, 92].
Multiphase microfluidics is a promising microfluidic technology with precise control of the fluid in the form of droplets. The essence of this technology is to generate a large number of droplets with uniform size and shape as independent bioreactors that can be transported, mixed, split, recombined and analyzed . By performing the desired biochemical reactions in droplets, not only can the amount of reagents be reduced down to femtoliter volumes, but also the high surface-to-volume ratio of droplets can enhance the mass and heat transfer, which in turn accelerates the reaction. Furthermore, multiphase microfluidics is a unique technique that is capable of performing a large number of parallel experiments without significantly increasing the scale and complexity of the system.
Multiphase microfluidic systems are typically driven by external pressure sources. Droplets, or bioreacters, in sub-nanoliter volume can be formed spontaneously in the microchannel when two immiscible fluid streams such as water and oil merge  (Figure 4a). The droplets can be generated using two channel geometries: T-junction and flow-focusing. The T-junction droplet generator relies on the shear force created at the junction  whereas the flow-focusing droplet generator combines sheath flow with a restriction to generate droplets continuously . The size of the droplets can be regulated by the channel geometry, fluid flow rates, and the relative viscosity between the two solutions [97, 98]. With the flow-focusing structure, monodispersed pico- to femtoliter sized droplets can be generated at adjustable rates. The formation of more complex double emulsions, such as water-in-oil-in-water (W/O/W) and oil-in-water-in-oil (O/W/O), can be obtained using two consecutive flow-focusing devices [99, 100]. Various droplet processes such as fusion, fission, and mixing have been demonstrated by adjusting the flow rate and channel designs . For example, droplet fusion can be initiated by incorporating an expanded portion in the microchannel  (Figure 4b) while splitting droplets can utilize shear forces generated by appropriate channel designs, such as T-junctions  and branching channels  (Figure 4c). For droplets containing multiple reagents, mixing within a droplet can be enhanced geometrically using channels with bends and turns  or small protrusions , which create chaotic advection for folding and stretching of droplet contents (Figure 4d). Droplet incubation is another essential operation for various biochemical reactions. If the incubation time is long (e.g. over one hour), the droplets can be incubated in on-chip or off-chip reservoirs and reinjected into the device for further analysis. For short incubation time below one hour, a delay-line with a two-depth channel has been reported with minimum back pressure and low dispersion in incubation time . Moreover, bubbles travelling in a microchannel can implement computation and represent a bit for transporting materials and performing logical control operations .
Emulsions of aqueous droplets in oil have been used widely as microreactors for various biomedical applications as most of the biological reagents involved are in aqueous form. A number of approaches have been developed for merging different reagents into a common droplet for reaction confinement. For example, with alternating microdroplet generation followed by droplet fusion, the synthesis of semiconductor nanoparticles has been realized . Recently, bacteria identification and detection of their susceptibility to antibiotics , single cell genetic analysis , and PCR for targeted sequencing [110, 111] have been demonstrated by taking advantage of the ability to generate a large amount of droplet microreactors. Additional electrical components have also been integrated with the pressure driven platform for more versatile applications [110, 111]. For example, dielectrophoresis has been employed for sorting different types of cells at rates up to 2000 droplets per second [112, 113].
Strength and weakness of the platform
The major advantages of multiphase microfluidics include the abilities to rapidly create a large number of reaction chambers and to precisely control the chemical reactions. These properties are particularly useful for high throughput analyses, such as single cell and single molecule studies. Since biochemical reactions are generally carried out in emulsions of aqueous droplets in oil, the droplets can isolate the reagents for avoiding cross contamination, evaporation of solvents, and unnecessary adsorption on the channel surface. In addition, the device involves no moving micromechanical structures. Therefore, the fabrication process for multiphase microfluidics is relatively simple and cost-effective. For applications that require precise manipulation of the droplets, controls over the surface properties of the channel are necessary because the wetting property of the fluid with respect to the channel wall is important in determining the droplet generation. Furthermore, the microfluidic operation of multiphase microfluidics is typically defined by the channel design and the device is not reconfigurable for other applications. Similar to other pressure driven microfluidic systems, the multiphase microfluidic platform requires supporting equipment, such as syringe pumps and control valves, and is difficult to implement at the point of care.
EWOD Driven Droplet Microfluidics
Another droplet based microfluidic strategy is electrowetting-on-dielectric (EWOD) . While droplet manipulations are involved, EWOD and multiphase microfluidics have different actuation mechanisms. In EWOD based microfluidics, droplet manipulation is achieved by electrowetting on an electrode array and does not require bulky equipment, such as a syringe pump. Various microfluidic operations, such as droplet creation, mixing, merging and splitting, can be performed by programming the applied voltage in the electrode array. Compared to other techniques, the EWOD driven droplet microfluidics platform is highly reconfigurable and requires only electronic interfaces to support its operation. These characteristics are ideal for bioanalytical processes that require complicated procedures and point-of-care diagnostics.
EWOD is based on the electrowetting effect, which is the change of the surface energy of a surface as a result of an applied electric field  (Figure 5a). By applying an external electric field, the surface hydrophobicity decreases and in turn reduces the contact angle of the fluid. EWOD devices can be fabricated as a one or two plane system . In the two plane system, the droplet is sandwiched between the electrodes covered with dielectric layers (Figure 5b). These dielectric coatings are hydrophobic and insulating in nature for providing a large contact angle and avoiding electrolysis. The top layer is often the ground electrode while the bottom layer is an array of electrodes to control droplet operations. In the one plane system, the droplet can be grounded from below using thin conductive lines on top of the insulating dielectric layer. The two plane device has less evaporation and greater exchange surface with the electrode due to the squeezing of the droplets in between two planes while the one plane device permits faster droplet manipulation and direct access to other lab automation equipment, such as liquid handlers, Surface Plasmon Resonance setups and Fourier Transform Infrared Reflectometry systems. Droplet creation can be accomplished from an on-chip reservoir by three steps. Firstly, activation of a series of electrodes adjacent to the reservoir initiates a liquid column to extrude from the reservoir. When the liquid column covers the electrode on which the droplet is to be formed, all the other electrodes are switched off to form a neck in the column. Then activation of the electrode inside the reservoir pulls back the liquid and breaks the neck to form a droplet . With this method, nanoliter droplets could be generated with a standard deviation below 3% . The size of the droplet can be controlled by the amplitude and frequency of the applied electric field, for example, higher frequency can produce smaller droplet. As uniform droplet dispensing is critical for performing assays on the EWOD platform, additional electronic modules have been developed for obtaining real-time feedback control of droplet generation . Droplet maneuvering can be performed when electrical potentials are individually applied to an array of electrodes. The imbalance of the surface energy induces a net force on the fluid droplet and generates the droplet motion [120, 121].
Other droplet-based operations, such as merging and mixing, can also be performed by programming the electric actuation signal [117, 122]. For example, when two droplets are in close contact with a pair of electrodes, an applied potential of AC or pulsed DC will result in droplet coalescence within 100 μs [123, 124] (Figure 5c). Mixing is a crucial step following droplet merging. The basic mechanism of mixing is the oscillation of a droplet between two electrodes so that advection inside the droplet is enhanced [125, 126]. However, flow reversibility has been observed with a linear array of electrodes which limits the mixing efficiency. This can be improved by moving the droplet along an irreversible pattern that breaks the symmetry of the two inner circulating flows  (Figure 5d). Also, capacitance measurements have been used to determine the state of droplet mixing . Accompanied with other electrokinetic forces, additional fluidic operations including separation and concentration can also be achieved [129, 130]. Separation can be implemented by incorporating electrophoresis or dielectrophoresis within a droplet in which two different types of particles can be isolated into two regions inside a mother droplet followed by splitting the droplet. Concentration can be achieved using a similar procedure for droplets containing only one type of particle. On the other hand, optoelectrowetting on open, featureless, and photoconductive surfaces has also been reported for droplet manipulation [131–134]. This approach uses reconfigurable, low intensity optical patterns from a LCD display or a portable cellular phone to control droplet operations including transport, splitting, merging, and mixing.
The EWOD driven microfluidic platform has been applied in various biological engineering applications. For instance, mass spectrometry, which is an important technique for proteomics, requires tedious processing steps including reduction, alkylation, and enzymatic digestion. The lack of a standard sample handling and processing platform has become one of the foremost limitations and EWOD is a powerful tool for performing automated proteomic sample processing [135, 136]. On the other hand, the EWOD platform can not only perform complete mammalian cell culture , but also allowe cell isolation and single cell analysis . Other application of EWOD includes multiplexed real-time PCR which has exhibited a high amplification efficiency .
Strength and weakness of the platform
The EWOD driven microfluidic platform requires relatively simple microfabrication procedures as it involves no moveable mechanical parts in the device. Furthermore, bulky instruments are not required for EWOD operations. Microfluidic operations, such as mixing, merging, sorting, and separation, can be performed on the same set of electrodes by proper programming of the actuation signal. These render EWOD a promising platform for performing complicated bioanalytical procedures and potentially biomedical analyses in resource limited settings. However, addressing a large array of microelectrodes independently is required for high-throughput applications. To this end, multilayer printed circuit boards which allow isolation of electrical wires in different layers can be applied to control a large number of electrodes individually . Another promising solution is optoelectrowetting, which provides a highly flexible interface for creating reconfigurable light-induced electrodes for fluid manipulation. Since EWOD microfluidics involves direct contact between the droplet and the hydrophobic surface, issues to be considered are droplet (reagent and sample) storage, cross-contamination and loss of sample due to the non-specific adsorption of proteins and other reagents on the dielectric surface. To minimize protein absorption, a low concentration of pluronic additives can be applied in the solution to facilitate fluid actuation with high concentration of proteins . Alternatively, a replaceable, polymeric "skin" strategy has been reported for eliminating cross-contamination and facilitating the "world-to-chip" interface by reagent preloading in the skin .
Electrokinetics is a promising microfluidic technology for biological engineering due to its effectiveness on small scales, label-free manipulation, and well-established techniques for fabricating microelectrodes . DC electrokinetic techniques, such as electrophoresis and electroosmosis, have been intensively studied for protein and nucleic acid analyses since the early stage of microfluidic development. AC electrokinetics including dielectrophoresis, electrothermal flow, and AC electroosmosis has also gained significant interests in the past decade and is emerging as a powerful microfluidic strategy [144, 145]. Similar to the EWOD platform, only electronic interfaces are required for electrokinetic manipulation. This is beneficial for developing point-of-care diagnostic systems taking advantage of the recent advancement of portable electronics. Furthermore, multiple electrokinetic phenomena can be combined to perform various microfluidic operations such as mixing, concentration and separation on a single device with low applied AC potential (< 10 Vpp) . These characteristics make electrokinetics a potential technology for developing fully integrated lab-on-a-chip systems.
Electrokinetics is the motion of fluids or embedded objects induced by external electric fields. With DC electric potentials, the two major electrokinetic phenomena observed are electroosmosis  and electrophoresis . Electroosmosis is the motion of liquid as a result of the interaction between the applied electric field and the electric double layer. In a microfluidic channel, the charges on the surface attract counter-ions from the solution and repel co-ions resulting in an electric double layer near the surface (Figure 6a). When an external electric field is applied, the charges in the electric double layer experience a net Coulomb force and migrate along the microchannel. The bulk fluid in the channel is then dragged along with the fluid. As a result, the fluid migrates with a uniform velocity profile in the microchannel. It can serve as a pumping mechanism free of mechanical moving parts . By applying a gate voltage to control the zeta potential, dynamic control of electroosmosis including flow reversal and mixing can be achieved and a flow rate of over 1 μL/min has been achieved with a low gate voltage . Another DC electrokinetic phenomenon, electrophoresis, is a particle force acting directly on a charged object. Figure 6b shows the forces acting on a colloidal charged particle suspended in an aqueous electrolyte solution under the influence of the DC electric field. Force 1 is the electrostatic force between the electric surface charge of the particle and the applied electric field . Force 2 is the viscous drag. The electric field also exerts an electrophoretic retardation (force 3) on the counterions in the double layer in a direction opposite to that of the charged particle. The ion movement gives rise to the fluid motion around the particle (electroosmosis), enhancing the viscous drag on the particle. The last one is the electrophoretic relaxation (force 4). Under the influence of the electric field, the force causes the separation between the charged particle and the mobile ions in the double layer. The induced dipole will create an extra drag force on the particle. It should be noted that both the electrophoretic retardation and relaxation forces are a function of the double layer thickness. Therefore, the electrophoretic velocity depends not only on the charge and the size of the particle, but also the properties of the environment. Since most biological molecules, such as DNA and proteins, are charged, electrophoresis can broadly be applied for a variety of biological separation and manipulation processes.
Under AC electric fields, two types of electrohydrodynamic flow, AC electroosmosis and AC electrothermal flow, can be observed on the microscale . In particular, AC electroosmotic flow is the result of interaction between the applied electric field and the electric double layer induced by electrode polarization (Figure 6c). Since the amount of charges induced by the electric field at the interface of the electrode and electrolyte is dependent on the applied frequency, AC electroosmotic flow is also frequency sensitive. At the low frequencies (<100 Hz), since the electric field in the bulk electrolyte is negligible small, AC electroosmotic effect becomes insignificant. At high frequencies (>100 kHz), AC electroosmotic effect is also insignificant because the time is not sufficient for the formation of the electrical double layer. Therefore, AC electroosmosis is effective at intermediate frequencies (e.g., 100 Hz-100 kHz) and for media with relatively low conductivity (< 100 mS/m) . On the other hand, AC electrothermal flow is the result of Joule heating and is effective at high frequencies (e.g., > 100 kHz) . In AC electrothermal flow, the electric field causes power dissipation in the fluid and gives rise to a temperature gradient (Figure 6d). This results in conductivity and permittivity gradients. The electric field acts on these gradients to create a net body force on the fluid. The fluid velocity is proportional to the temperature rise in the fluid, which is in turn proportional to the fluid conductivity. Therefore, electrothermal flow is especially effective in high conductivity buffers. Most of the clinical and physiological fluids have relatively high conductivities , which highlights the importance of electrothermal flow in biomedical applications. Another AC electrokinetic effect is dielectrophoresis, which is an electrokinetic force exerted on dielectric particles  (Figure 6e). When a dielectric particle is under the influence of an electric field, a dipole moment is induced inside the particle. The dipole then experiences a net force under an electric field gradient with either a spatially varying magnitude or phase. The magnitude and direction of the force depends strongly on the shape and size of the particle, frequency of the electric field and the electrical properties of both the fluid and the particle.
Capillary electrophoresis is one of the first DC electrokinetics driven microfluidic platforms. The system typically consists of an electroosmotic pumping system for sample loading and an electrophoretic separation channel for sample analysis [154, 155]. This technique can separate charged species based on their size-to-charge ratio. Since the velocity profile in electroosmotic flow is uniform, electrokinetic driven systems can minimize the band broadening as in pressure driven systems. Since the joule heating effect is undesirable for capillary electrophoresis, the separation efficiency of DNA samples has been enhanced when electrophoresis and electroosmotic effects are induced by pulsed DC electric fields, compared to those induced by continuous DC electric fields of the same intensity . Microfluidic platforms for sizing, quantification and quality control of DNA, RNA, proteins and cells on a single platform equipped with flow cytometry and electrophoresis analysis has been demonstrated and commercialized . Other electrokinetic platforms combined with the pressure driven flow system and LED detector for various biochemical applications are also available [158, 159]. For instance, a CMOS microarray exploits DC electrophoresis for manipulating molecules and cells has also been demonstrated [160, 161]. In this system, the chip contains as many as 400 individually addressable test sites and the electrode is covered with a thin hydrogel permeation layer to prevent water electrolysis and enhanced surface binding. Furthermore, cell analyses including lysis, separation, and detection operated on a DC electrokinetics driven microfluidic platform has been reported [162, 163].
Although existing commercially available products are mainly based on DC electrokinetics, AC electrokinetics has been under rapid development recently. Fundamental microfluidic operations such as mixing [146, 164, 165] (Figure 7a), pumping [166–168], concentration [169, 170] (Figure 7b and 7c) and separation [171–174] (Figure 7d and 7e) based on AC electrokinetics can be performed with low AC voltage, which presents an advantage of AC electrokinetics over DC electrokinetics. Another interesting characteristic of electrokinetics is the fact that the magnitude and direction of various electrokinetic forces depend on a number of inter-related parameters including frequency, magnitude and phase of the electric field, and the physical properties of the fluid and particles. This allows the implementation of multiple electrokinetic phenomena simultaneously on the same electrode platform and the manipulation of particles and fluid with great controllability for performing various fundamental microfluidic operations. Various biochemical analyses and microfluidic operations have been performed with the implementation of multiple AC electrokinetic effects simultaneously. For example, a hybrid electrokinetic bioprocessor has been developed. In this device, the long-range AC electroosmosis can transport embedded particles in the solution to the regions near the electrode surface and the short-range electrophoretic and dielectrophoretic forces effectively trap the target particles on the electrode surface [146, 175]. Furthermore, drug delivery , cell separation  and temporal and signal enhancement for immunoassays have been facilitated with AC electrokinetics.
Strength and weakness of the platform
In terms of system integration, electrokinetic platforms require only simple microfabrication techniques and various electrokinetic sample preparation modules can be integrated easily on the same chip. While DC electroosmotic flow is attractive for chromatographic separation and analysis, DC electrokinetic platform requires high voltage operation, which could be challenging to implement in a hand-held device or in resource limited settings. On the other hand, AC electrokinetics can be carried out at lower voltage, which makes it a more feasible technique for point-of-care diagnostics. Furthermore, multiple electrokinetic phenomena can be combined to perform various fluidic operations on a single device by adjusting the operating parameters, e.g., frequency and the amplitude of the applied voltage. This renders its broad applicability for a variety of medical diagnostic applications. However, electrokinetics can be limited by electrochemical effects including electrolysis, electrode erosion and sample deterioration. Although electrode erosion can be lessened by coating the electrode array, the electrothermal effect could not be ignored. Strong electrothermal effect may result in damages of the protective layer, sample degradation and evaporation . The electrochemical effect should be considered when designing electrokinetic driven microfluidic systems. Finally, as electrokinetic effects are sensitive to the conductivity of sample fluid, the properties of the sample can affect the operational performance of the platform. In situ characterization of the sample conductivity using impedance spectroscopy or other techniques should be integrated into the microfluidic system for handling samples with unknown conductivities.
The centrifugal microfluidic platform, or Lab-on-a-CD, is another promising system integration technology. Lab-on-a-CD system has been a focus of intense research for years due to the simplicity of the instrumentation interface and capabilities of implementing a wide range of fluidic processing steps, such as pumping, mixing, valving, metering, and routing without the requirement of bulky instruments. These functions allow complete automation for various biochemical analyses. A review on centrifugal microfluidics for biomedical applications has been published recently .
The processes in centrifugal microfluidics are based on a rotating microstructured substrate controlled by a motor (Figure 8a). In centrifugal microfluidics, a combination of centrifugal force, Coriolis force and capillary force are applied to manipulate the sample. For instance, liquid transport or pumping can be achieved the outward centrifugal forces that direct the sample liquids from the center toward the rim of the disc. The fluid motion can be controlled by the angular velocity, flow resistance of the channels and the properties of the sample, e.g., viscosity and density. By controlling the rotational frequency and channel geometries, a dynamic range of flow rates from nL/s to mL/s can be generated [180, 181]. Unlike electrokinetics or EWOD platforms, the flow motions are relatively insensitive to the conductivities, pH, and chemical compositions of the liquids. This allows the operation of a wide range of fluids on this platform.
Valving in centrifugal microfluidics can be constructed as passive valve or active value on the disc. The most widely used design is the capillary valve, which is a sudden expansion of the microfluidic channel  (Figure 8b). Liquid flow stops when the centrifugal pressure is equal to or less than the capillary barrier pressure. The valve will open when the rotational frequency exceeds the critical burst frequency, which depends on the surface tension and geometric parameters of the channel. The second type of valve is the hydrophobic valve. The fluid flow can be impeded when part of the channel is functionalized with hydrophobic material or when there is a sudden constriction in the hydrophobic channel (Figure 8c). The third method is based on the siphon structure (Figure 8d). When the rotational speed is high, two liquid-gas interfaces are at the same level because of the centrifugal force (valve closes) . Below the critical frequency, the meniscus front on the right passes beyond the bend and fills the channel (valve opens). The siphon valve provides valving at higher spin speeds while the capillary operates at lower spin speeds. There are two drawbacks related to the passive valves discussed above. Firstly, they are not vapor-tight, which could potentially cause cross-contamination among reagents if they have high vapor pressure or high temperature process is involved for the reagents. Secondly, the rotational motion must be adjusted from slow to fast, not vice versa. Alternatively, an active valve has recently been reported which is based on an irreversible and one-time use process . The valve is composed of iron oxide nanoparticles dispersed in paraffin wax. When a laser bean excites the valves, the nanoparticles are able to couple with the laser energy for melting the wax. The valve can be designed in both normally open and close states. In the normally open valve, the chamber preloaded with ferrowax is built adjacent to the main channel. Molten wax, irradiated by laser, bursts into the main channel and solidifies, which in turn blocks the channel. In a normally closed valve, the ferrowax plug is located between two chambers and blocks the fluid flow. After applying the laser power, molten wax flows to the chamber and solidifies, which results in the opening of the channel. This active valve is independent of the spin speed. Aliquoting of liquids has also been reported based on the valving principle . The device for aliquoting consists of an upstream metering channel and a downstream unvented reaction chamber separated by a narrow connection channel. Fluid entering the metering channel seals the reaction chamber. When the rotational speed is increased above the critical burst frequency, the fluid fills the reaction chamber. The metering volumes are set by the capacity of the reaction chamber.
One of the techniques for mixing in centrifugal microfluidics, the shake-mode mixing, involves rapid oscillation of the disc between clockwise and counter clockwise directions . The inertia of the liquid induces a gradient of angular momentum to promote mixing. This strategy can reduce the mixing times from 7 minutes with mere diffusion to several seconds with the shake-mode mixing. Other mixer designs have also been demonstrated based on this principle. For instance, unidirectional shake-mode mixing has been developed for minimizing the valving problems with buffers of high detergent or salt concentrations . In this approach, the disc was accelerated and decelerated sequentially while the spinning direction stayed the same . This technique is capable of mixing 30 μl of fluid in less than 3 min.
A wide range of applications have been realized using the centrifugal microfluidic platform. For example, the versatile platform allows extraction of plasma from whole blood  and nucleic acid from clinical samples, such as nasopharyngeal aspirates . Dielectrophoresis assisted selective filtering with 3D carbon electrodes fabricated in a centrifugal platform has also been reported . Using this system, a mixture of latex particles and yeast cells can be isolated by trapping the yeast cells at flow rates up to 35 μl/min. Fully automated nucleic acid analysis systems based on real-time polymerase chain reaction (PCR)  or isothermal recombinase polymerase amplification (RPA)  is another successful application of centrifugal microfluidics. A limit of detection below 10 copies of DNA has been achieved using the system. Other applications include infectious agent detection from blood with enzyme-linked immuno-sorbent assay (ELISA)  (Figure 8e), on-site pre-concentration and screening of organic contaminants in aqueous samples , and extraction of pathogen specific DNA from the whole blood.
Various biological assays can be incorporated in the centrifugal microfluidic platform . Examples of assay formats include sandwich immunoassay for antigen quantification, indirect antibody immunoassay and bridging immunoassay for antibody quantification. To perform the assay, streptavidin-coated microparticles can be first pre-packed into the system. The binding of the target molecules (antigens or antibodies) proceeds after the mixing the microparticles with the biotin-labeled capture reagent. A laser induced fluorescent (LIF) detector integrated with the workstation can detect the analyte with the fluorophore-labeled complex. Multiple immunoassays have been carried out at the nanoliter scale and 112 column scans can be accomplished in only 1.5 mins. Immunoassays including biomarkers detection such as cytokines, pharmacokinetics (PK)/toxicokinetics (TK) assays and anti-drug antibody (ADA) assays have been demonstrated with the technique. Another CD based platform, Piccolo Xpress, is capable of processing whole blood samples with only 0.1 cc sample size and the results are available in 12 minutes .
Strength and weakness of the platform
There are several advantages of the centrifugal microfluidic platform. Firstly, it requires only a simple and compact motor to create rotational motion for fluid manipulation. The microfluidic elements imprinted on the single disc can perform all basic microfluidic operations required for a fully automated system. Multiplexed analyses can be achieved due to the rotational symmetry of the disks. Additionally, the fabrication of the centrifugal microfluidic system is cost-effective since large scales of plastics cartridges can be made at low-cost. However, due to the rotational motion, contact free interface is required for other additional modules such as optical detection and actuation. Another consideration is that as the whole disc is rotated at the same frequency, processes with different critical frequencies are difficult to be implemented simultaneously. Lastly, once all the elements are imprinted on the cartridge permanently, the platform offers little reconfigurability seeing that the re-design of new channels are needed for each assay.
Recently, microfluidic researchers have devoted a large amount of effort to develop microfluidic platforms from a system-oriented rather than components-oriented perspective. Not only can they provide a set of basic microfluidic operating procedures but also allow easy interface of these fluidic operation modules. Each platform possesses its own strengths and weaknesses in terms of several general quality criteria for the realization of lab-on-a-chip (Figure 9). These important characteristics include portability, the number of samples that can be analyzed in a single assay (throughput), the cost of the instrument, the number of parameters tested for each sample (multiplexity), variety of microfluidic operations (diversity), accuracy, and the flexibility to implement complex microfluidic operations for different applications (programmability). The importance of these criteria depends on the specific application being considered and the list of criteria can serve as a general guideline for the selection of a microfluidic system integration strategy.
For applications with complicated tasks, such as concentration, mixing and separation, hybrid microfluidics, which is the incorporation of different microfluidic strategies into a single platform, can be a solution for maintaining the portability and simplicity of the system. For example, electrokinetic technologies such as dielectrophoresis and electrophoresis have been integrated into the EWOD platform for particle concentration and separation within the droplets [129, 130]. Another example involves the fabrication of 3D carbon electrodes in a centrifugal platform for trapping particles of interest . Electrokinetic approaches have also been widely adopted in the multiphase microfluidics platform for droplet fusion and sorting [110–112]. Another hybrid microfluidics configuration, which is the integration of EWOD with microchannels on a single platform, has also been demonstrated for in-line sample processing and separations . The hybrid microfluidics approach will be a prospective strategy for obtaining a more flexible and cost-efficient chip design as it can take advantage of the full potential of the microfluidics platform and at the same time alleviate its limitations with other microfluidics technologies.
Beside the fluidic components for performing basic fluidic operations, the detection module for converting biochemical responses into quantifiable signals is another crucial element in a lab-on-a-chip system. Most of the biomedical applications require sensitive detection modules, such as microscopes for cell, bacteria, and fluorescence visualization, thermal cyclers for PCR reactions, and mass spectrometers for sample analyses. This is one of the major reasons of why many commercially available lab-on-a-chip systems are limited to bench-top rather than handheld instruments. Therefore, there is a growing interest for the microfluidics community to investigate portable detection modules. By now, the two most prevalent types of sensing modules with the microfluidic systems are based on optical and electrical signals. For optical detection, the most commercially successful module for system integration is certainly the lateral flow tests in which the readout of an assay is mostly implemented with manual observation of the color change in the detection zone. However, manual observation is only applicable to applications with high analyte concentrations. For most biochemical applications, advanced detection strategies, such as bright field and dark field imaging, confocal microscopy, laser induced fluorescence microscopy and surface plasmon resonance microscopy, are required due to their high sensitivity, resolution, and signal-to-noise ratio [199–203]. To avoid bulky optics, the development of simple, miniaturized, and low-cost optical systems is a major research area recently [204–209]. For example, lensfree digital microscopy has been demonstrated with compact, light-weight and cost effective optical components mechanically attached to a camera unit of a cell phone . Images of micro-sized objects such as red blood cells, white blood cells, and platelets can be captured with the system. This approach will also be useful in promoting global health delivery through telecommunication. For electrical detection modules, electrochemistry is a promising candidate for lab-on-a-chip devices. Not only because of its high sensitivity, but also the electrical signal can be processed by conventional electronics and the miniaturization and integration of the electrochemical transducer into a microfluidic device is feasible . As of now, the adaptation of electrochemistry as the sensing modules has been realized for detecting various types of pathogens and biomolecules, such as glucose, lactate, uric acid , anti-DNA antibodies , and uropathogens.
Over the past ten years, although academic and industrial researchers have put a lot of effort on developing different microfluidic devices, it still has not gained widespread market adoption by the general public or even by the research community . Interestingly, the development of a successful technology is often driven by only one or two important applications (i.e., an killer app), especially for those technologies requiring large capital investments . For instance, MEMS accelerometer is primarily driven by the automobile industry while it is currently adopted in various consumer electronics, such as digital camera and video game systems, and defense applications. From this view point, the field of microfluidics is in search for an important application to drive the commercialization of the field. It will likely be an application that has a large demand and can justify the cost of a microfluidic diagnostic device. These characteristics are required to justify the risk and large scale investment associated with commercializing a microfluidic system. Potential candidates include detection systems for infectious diseases (e.g., urinary tract infection, human immunodeficiency virus, diarrheal diseases, and tuberculosis), cardiac markers for risky heart attack patients, early stage cancer diagnostics, and bio/chemical warfare agents for security applications.
Numerous ongoing research works are working on building novel microfluidic platforms through the development of novel system integration strategies. Further development in this area will lead to fully automated microfactories that allow various biochemical analyses to be performed at low cost for a wide spectrum of biological and biomedical engineering applications [114, 215–218].
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This work is supported by NIH Director's New Innovator Award (1DP2OD007161-01), NIH NIAID (1U01AI082457-01; R43AI088756-01), NIH NICHD (R43HD065303-01), and NSF (0930900; 0900899).
The authors declare that they have no competing interests.
MLYS and PKW reviewed fundamental microfluidics platforms and drafted the manuscript. GJ and JCL reviewed commercial and clinical applications of microfluidic platforms. All authors contributed to the future directions. All authors read and approved the final manuscript.
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Sin, M.L., Gao, J., Liao, J.C. et al. System Integration - A Major Step toward Lab on a Chip. J Biol Eng 5, 6 (2011). https://doi.org/10.1186/1754-1611-5-6