Köhler's optical design also allows for the control of: the illumination field of view, the power delivered to the sample, and the effective illumination numerical aperture (NA).

Optical microscope

Most microscopes can be used in either transmission/trans-fluorescence mode, where the light travels through from the light source through the sample to the eye or camera, or in reflectance/epi-fluorescence mode where the light delivered through the objective follows the same path back before being deviated off to the eye or camera. For typical microscopes, Köhler illumination setup is not adjustable in the epi-fluorescence path, with the exception of centering the light source and its reflection within the optical plane.

Figure 1: Converging rays from the focal plane on the left emerge as parallel rays on the right. Light-emitting from the central point of the filament is imaged through the lens as light field traveling along the optical center, as illustrated in green. In contrast, a point displaced from the optical center, illustrated in blue, also exits the lens as a light field, but in a different direction. The lens focal length is indicated by f.

The predecessor to Köhler illumination was critical illumination . This method used two lenses as discussed above to produce a magnified image of the light source at the sample plane. This provided effective illumination, however, an image of the light source was superimposed over the sample. Köhler's innovation was to add an additional lens to the illumination light path, which converts the image into parallel propagating light waves, with visible structure no longer recognizable.

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In microscopy, we aim to produce a sharply-defined, magnified image of our sample in our detector or our eyes. The sample requires illumination for us to see it – but how do we avoid simply seeing a sharply-defined, magnified image of the LED, bulb filament or arc lamp of our light source? Instead, we require even, uniform illumination of our sample, free from structures and patterns, no matter what light source we use. The optical method for achieving this was invented by August Köhler (Köhler 1893). This method, called Köhler illumination, underlies the common modern illumination methods in brightfield, phase contrast, darkfield and epifluorescence imaging.

Koehler, August (1894). "New Method of Illumination for Photomicrographical Purposes". Journal of the Royal Microscopical Society. 14: 261-262.

Darkfield microscopy

High quality microscopes for use in research and teaching. Brightfield, phase contrast, darkfield and inverted microscopes.

Confocalmicroscopy

Figure 4: Location of various microscope components used to adjust Köhler illumination for an upright microscope. Light is generated at the base, below the field diaphragm. The condenser lens and aperture diaphragm are commonly located close to the sample and has adjusting screws to allow the centering of the lens. The figure is taken from the Zeiss.com Optical Train webpage.

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Fluorescence microscope

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Zeiss.com webpage on the basic optical train of a microscope http://zeiss-campus.magnet.fsu.edu/articles/basics/opticaltrain.html

Differential interference contrastmicroscopy

In addition, placing this aperture to the left of the condenser lens allows control of the range of angles being transmitted to the sample, thus controlling the NA and the resolution. It also controls the ight density / power within the field of view, as opening or closing the aperture blocks or allows light from positions farther from the center of the light source. Fig.3 illustrates the function of the aperture.

With this additional lens in place, one can see the different points from the illumination source, as illustrated by the red, green and blue lines in Fig.2. This means that the same region of the sample is illuminated from different angles, scrambling the filament/light source structure. This means that the illumination of the sample will be highly uniform and free of any structures from the light source.

The need for Köhler illumination, and the mechanism by which it is achieved, are best understood through seeing a microscope as a series of simple lenses. This article will introduce the behavior of a simple lens, and then explore the mechanism, optics and common practice of Köhler illumination.

Control of the illumination field of view is obtained by placing an adjustable aperture in the light path to the left of the field lens, as demonstrated in Fig.3. An image of the diaphragm is transmitted by the field and condenser lens, with the image of the condenser formed at the sample 4 focal lengths (4f) away. This 4f optical configuration underlies modern infinity-corrected microscopes.

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Figure 3: In the top panel, as the aperture is opened or closed, the illuminated area on the sample also changes. In the bottom panel, closing the aperture allows a greater range of angular illumination to the sample with more, or fewer, points of the light source contributing to the illumination field at the sample. Drawings are taken from the Lenstotek.com Köhler webpage

Lightfield microscopy

A common technique in microscopy, oblique illumination is one in which the object is illuminated by a light source that is at an oblique angle (on the side) to ...

In transmission imaging, the components of Köhler illumination are more adjustable and therefore more likely to need correction with everyday microscope use. A common approach is presented below, with some reference to the underlying optical considerations presented. An illustration of the location of the various components on an example upright microscope is illustrated in Fig.4.

When propagating as parallel rays, the image of the object on the left would not be visible were we to observe those rays. The effect of this is that the image will be blurred and mixed , and structural information about the object (i.e. the details in a biological sample, or the filament in a lamp bulb) will be unrecognizable. To restore the parallel rays to a real image, a second lens must re-focus the parallel rays onto a second plane.

Phase contrastmicroscopy

Setting up Köhler illumination becomes second nature with practice. One common condition can confound most beginners and even some experts is the adjustment of the aperture diaphragm. The appropriate size to match a low magnification low NA lens may be sufficiently closed to essentially extinguish all light transmittance through higher NA, usually high magnification lenses. It is, therefore, a good idea to check the aperture diaphragm when changing to higher NA objectives.

Widefield microscope

At its simplest, a microscope may be seen as a series of simple (aberration/defect-free) lenses. The behavior of a single lens is illustrated in Fig.1.

Köhler illumination is critical to removing illumination source structure from the image of the sample. The correct application of Köhler illumination provides the best possible contrast in both brightfield, phase contrast, and fluorescence techniques.

Light from a point on the left (the light source filament in Fig.1) expands in all directions. If emitted at a distance from the lens equal to the lens focal length, it is organized to a collection of parallel rays upon exiting the lens. While only the direct, central ray and a large angle ray are illustrated, every ray in the collection angle of the lens behaves similarly.

Figure 2: Optical diagram of lens configuration in Köhler illumination. The lamp filament on the left emits light in all directions. The red, green and blue paths illustrate the paths of light emitted from three different points on the filament. The collector lens, placed a focal length fc in front of the filament, sends the three different rays towards the field lens at different angles. The field lens focuses the three light rays to a region at its focal length, ff. ff on the other side is also fn away from the condenser lens. The condenser lens transforms any structure at fn existing to the left of the condenser lens into uniform illumination at position fn on the right side of the condenser lens, where the sample is placed. The optical drawing was taken from the Lenstrotek.com article on Köhler illumination.

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Conversely, the aperture diaphragm can be opened too wide, but this is less likely to cause problems given the high-quality engineering of the light paths in modern microscopes. This can allow stray light rays from unexpected directions to illuminate the sample and reduce contrast or introduce glare.

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Köhler, August (1893). "Ein neues Beleuchtungsverfahren für mikrophotographische Zwecke". Zeitschrift für wissenschaftliche Mikroskopie und für Mikroskopische Technik. 10 (4): 433-440.

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