Basic Serologic Laboratory Techniques

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Basic Serologic Laboratory Techniques

Serologic testing has long been an important part of diagnostic tests in the clinical laboratory for viral and bacterial diseases. Immunologic testing is done in many areas of the clinical laboratory—microbiology, chemistry, toxicology, immunology, hematology, surgical pathology, cytopathology, immunohematology (blood banking)—and a great variety of specimens are tested. Rapid testing is typically used in the laboratory as well as in home-testing kits.

The advent of monoclonal antibody (MAb) technology has led to the development of highly specific and sensitive immunoassays. Common serologic and immunologic tests include pregnancy tests for human chorionic gonadotropin (hCG) and tests for infectious mononucleosis and syphilis.

Procedures Manual

The procedures manual must be a complete document of current techniques and approved policies that is available at all times in the immediate bench area of laboratory personnel. It is extremely important that all personnel review this manual periodically. The manual should comply with the CLSI format for a procedure (see Box 7-1). The procedural format found in this text generally follows these guidelines.

Box 8-1   Pipetting With Manual Pipettes

1. Check the pipette to ascertain its correct size, being careful also to check for broken delivery or suction tips.

2. Wearing protective gloves, hold the pipette lightly between the thumb and the last three fingers, leaving the index finger free.

3. Place the tip of the pipette well below the surface of the liquid to be pipetted.

4. Using mechanical suction or an aspirator bulb, carefully draw the liquid up into the pipette until the level of liquid is well above the calibration mark.

5. Quickly cover the suction opening at the top of the pipette with the index finger.

6. Wipe the outside of the pipette dry with a piece of KimWipe tissue to remove excess fluid.

7. Hold the pipette in a vertical position with the delivery tip against the inside of the original vessel. Carefully allow the liquid in the pipette to drain by gravity until the bottom of the meniscus is exactly at the calibration mark. To do this, do not entirely remove the index finger from the suction hole end of the pipette; rather, by rolling the finger slightly over the opening, allow slow drainage to take place.

8. While still holding the pipette in a vertical position, touch the tip of the pipette to the inside wall of the receiving vessel. Remove the index finger from the top of the pipette to permit free drainage. Remember to keep the pipette in a vertical position for correct drainage. In TD (to deliver) pipettes, a small amount of fluid will remain in the delivery tip.

9. To be certain that the drainage is as complete as possible, touch the delivery tip of the pipette to another area on the inside wall of the receiving vessel.

Alternate techniques can be included with each procedure if more than one technique is acceptable. New pages must be dated and initialed when inserted and removed pages must be retained for 5 years, with the date of removal and the reason for removal indicated. It may be legally necessary to identify the procedure followed for a particular reason.

Procedures used in immunology apply many techniques common to other scientific disciplines, such as chemistry. In the field of immunology, different serologic techniques are used to detect the interaction of antigens with antibodies. These methods are suitable for the detection and quantitation of antibodies to infectious agents, as well as microbial antigens and nonmicrobial antigens (see Part III of this text).

Blood Specimen Preparation

After blood has been obtained from a patient, in a plain evacuated tube, without anticoagulant, it should be allowed to clot and the serum should be promptly removed for testing. Clotting and clot retraction should take place at room temperature or in the refrigerator, depending on the protocol for the specific procedure. Complete clot retraction normally takes about 1 hour. After clot retraction, the clot should be loosened from the sides of the test tube with an applicator stick and centrifuged for 10 minutes at a moderate speed.

After centrifugation, serum can be transferred to a labeled tube with a Pasteur pipette and rubber bulb. If the serum is contaminated with erythrocytes, it should be recentrifuged. The serum-containing tube should be sealed.

Excessive heat and bacterial contamination are avoided. Heat coagulates the proteins and bacterial growth alters protein molecules. If the test cannot be performed immediately, the serum should be refrigerated. In most cases, if the testing cannot be done within 72 hours, a serum specimen must be frozen at −20° C. Standard Precautions must be followed when blood specimens are handled.

For some testing, the serum complement must first be inactivated (see following discussion). If the protein complement is not inactivated, it will promote lysis of the red blood cells and other types of cells and can produce invalid results. Complement is also known to interfere with certain tests for syphilis.

Types of Specimens Tested

Most immunology tests are done on serum, although body fluids may also be tested. Lipemia, hemolysis, or any bacterial contamination can make the specimen unacceptable. Icteric or turbid serum may yield valid results for some tests but may interfere with others. Blood specimens should be collected before a meal to avoid the presence of chyle, an emulsion of fat globules that often appears in serum after eating, during digestion. Contamination with alkali or acid must be avoided because these substances have a denaturing effect on serum proteins and make the specimens useless for serologic testing.

Other specimens include urine for pregnancy tests and tests for urinary tract infection. It is important that the urine specimen be collected after thorough cleaning of the external genitalia to prevent contamination of microbiological assays. Urine for the hCG assay (pregnancy test) must be collected at a suitable time interval after fertilization to allow the concentration of the hCG hormone to rise to a significantly detectable level.

Any specimen must be collected into a suitable container to prevent in vitro changes that could affect the assay results. Proper handling and storage of the specimen until testing are essential. Immunologic assays are also done on cerebrospinal fluid (CSF), other body fluids, and swabs of various body exudates and discharges. The established protocol for each specific assay must be followed in terms of specimen collection requirements and conditions for the assay itself.

Pipettes

Pipettes are used in the immunology-serology laboratory for the quantitative transfer of reagents and the preparations of serial dilutions of specimens such as serum (Fig. 8-1). Although semiautomated micropipettes have replaced traditional glass pipettes in the laboratory, traditional methods may still be needed at times.

Graduated Pipettes

A method for delivering a particular amount of liquid is to deliver the amount of liquid contained between two calibration marks on a cylindrical tube, or pipette. Such a pipette is called a graduated pipette, or measuring pipette. It has several graduation, or calibration, marks. Graduated pipettes are used when great accuracy is not required, although these pipettes should not be used with any less care than volumetric pipettes. Graduated pipettes are used primarily for measuring reagents but are not calibrated with sufficient tolerance for measuring standard or control solutions, unknown specimens, or filtrates.

A graduated pipette is a straight piece of glass tubing with a tapered end and graduation marks on the stem separating it into parts. Depending on the size used, graduated pipettes can be used to measure parts of a milliliter or many milliliters. These pipettes come in various sizes, or capacities, including 0.1, 0.2, 1.0, 2.0, 5.0, 10, and 25 mL. If 4 mL of deionized water is to be measured into a test tube, a 5-mL graduated pipette would be the best choice.

Because graduated pipettes require draining between two marks, they introduce one more source of error compared with volumetric pipettes, which have only one calibration mark. This makes measurements with the graduated pipette less precise. Because of this relatively poor precision, the graduated pipette is used when speed is more important than precision (e.g., measurement of reagents) and is generally not considered accurate enough for measuring samples and standard solutions.

Serologic Pipettes

Another pipette used in the laboratory, the serologic pipette, looks similar to the graduated pipette. However, the orifice, or tip opening, is larger in the serologic pipette than in other pipettes. The rate of fall of liquid is much too fast for great accuracy or precision.

The serologic pipette is recognized by a frosted ring at the noncalibrated end, with calibrations extending to the tip. The letters TD (to deliver) appear on the pipette and, for quick recognition, each size of pipette has an imprinted, color-coded band that indicates the volume. The serologic pipette is usually allowed to empty by gravity. Depending on the calibration, the remaining drop needs to be expelled to deliver the full volume.

Each serologic pipette is marked with identifying numerals (e.g., 10 mL in < ?xml:namespace prefix = "mml" />110image). The first of these numbers represents the total capacity of the pipette. The second number represents the smallest gradation into which the pipette is divided. In the example cited, therefore, the total pipette volume is 10 mL. Markings then divide it into 1-mL sections and each milliliter is further divided into tenths. Sizes of serologic pipettes most frequently used are 10 mL in 110image, 5 mL in 110image, 2 mL in 110image, 2 mL in 1100image, 1 mL in 110image, and 1 mL in 1100image. For greatest accuracy, the smallest pipette that will hold the desired volume should be used.

Pipetting Techniques

Manual Pipettes

With practice, it is important to develop a good technique for handling pipettes (Fig. 8-2). The same general steps apply to pipetting with all manual pipettes (Box 8-1), with few exceptions.

Laboratory accidents frequently result from improper pipetting techniques. The greatest potential hazard is when mouth pipetting is done instead of mechanical suction. Mouth pipetting is never acceptable in the clinical laboratory.

After the pipette has been filled above the top graduation mark, removed from the vessel, and held in a vertical position, the meniscus must be adjusted. The meniscus is the curvature in the top surface of a liquid (Fig. 8-3). The pipette should be held so that the calibration mark is at eye level. All readings must be made with the eye at the level of the meniscus. The delivery tip is touched to the inside wall of the original vessel, not the liquid, and the meniscus of the liquid in the pipette is eased, or adjusted, down to the calibration mark.

Before the measured liquid in the pipette is allowed to drain into the receiving vessel, any liquid adhering to the outside of the pipette must be wiped off with a clean piece of gauze or tissue. If this is not done, any drops present on the outside of the pipette might drain into the receiving vessel along with the measured volume. This would make the volume more than that specified and an error would result.

Automatic Pipettes

Automatic pipettes allow fast, repetitive measurement and delivery of solutions of equal volumes. The sampling type measures the substance in question. The sampling-diluting type measures the substance and then adds the desired diluent. The sampling type of automatic pipette is mechanically operated and uses a piston-operated plunger. These are adjustable so that varying amounts of reagent or sample can be delivered with the same device. Disposable and exchangeable tips are available for these pipettes. Automatic pipettes and micropipettors must be calibrated before use.

Micropipettors

Automatic micropipetting devices allow rapid repetitive measurements and delivery of predetermined volumes of reagents or specimens. The most common type of micropipette used in many laboratories is one that is automatic or semiautomatic, called a micropipettor. These are piston-operated devices that allow repeated, accurate, reproducible delivery of specimens, reagents, and other liquids requiring measurement in small amounts. Many micropipettors are continuously adjustable so that variable volumes of liquids can be dispensed with the same device. Delivery volume is selected by adjusting the settings. Different types or models are available, which allow volume delivery ranging, for example, from 0.5 to 5000 µL. The calibration of these micropipettes should be checked periodically.

The piston, usually in the form of a thumb plunger, is depressed to a stop position on the pipetting device. The tip is placed in the liquid to be measured, and then the plunger is slowly allowed to rise back to the original position (Fig. 8-4). This will fill the tip with the desired volume of liquid. The tips are usually drawn along the inside wall of the vessel from which the measured volume is drawn, so that any adhering liquid is removed from the end of the tip. These pipette tips are not usually wiped, as is done with the manual pipettes, because the plastic surface is considered nonwettable. The tip of the pipette device is then placed against the inside wall of the receiving vessel and the plunger is depressed. When the manufacturer’s directions for the device being used are followed, sample delivery volume is judged to be extremely accurate.

The pipette tips are usually made of disposable plastic, so no cleaning is necessary. Various types of tips are available. Some pipetting devices automatically eject the tip after use. These will also allow the user to insert a new tip and remove the used tip without touching it, minimizing infectious biohazard exposures.

The problems encountered with automatic pipetting depend largely on the nature of the solution to be pipetted. Some reagents cause more bubbles than others and some are more viscous. Bubbles and viscous solutions can cause problems with the measurement and delivery of samples and solutions.

Micropipettors contain or deliver 1 to 500 µL of solution. It is important to follow the individual manufacturer’s instructions for the device being used; each may be slightly different. In general, the following steps apply for use of a micropipettor:

Dilutions

It is often necessary to make dilutions of specimens being analyzed or to make weaker solutions from stronger solutions in various laboratory procedures. Clinicians must be able to work with various dilution problems and dilution factors. They often need to determine the concentration of antibody in each solution, the actual amount of material in each solution, and the total volume of each solution. All dilutions are a form of ratio. Dilution is an indication of relative concentration.

Dilution Factor

A dilution factor is used to correct for having used a diluted sample in a determination rather than the undiluted sample. The result (answer) using the dilution must be multiplied by the reciprocal of the dilution made. For example, a dilution factor by which all determination answers are multiplied to give the concentration per 100 mL of sample (blood) may be calculated as follows.

First, determine the volume of blood that is actually analyzed in the procedure. Using a simple proportion, it is evident that 0.5 mL of blood diluted to 10 mL is equivalent to 1 mL of blood diluted to 20 mL:

0.5mL blood10mL solution=1mL bloodxmL solution

image

x=1mL blood×10mL0.5mL=20mL

image

The concentration of specimen (blood) in each milliliter of solution may be determined by the use of another simple proportion to be 0.05 mL of blood per milliliter of solution:

1mL blood20mL solution=xmL blood1mL solution

image

x=1mL×1mL20mL=0.05mL

image

Because 1 mL of the 1:20 dilution of blood is analyzed in the remaining steps of the procedure, 0.05 mL of blood is actually analyzed (1 mL of the dilution used × 0.05 mL/mL = 0.05 mL of blood analyzed).

To relate the concentration of the substance measured in the procedure to the concentration in 100 mL of blood (the units in which the result is to be expressed), another proportion may be used:

100mL(volume of blood desired)0.05mL(volume of blood used)=concentration desiredconcentration usedor determined

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Concentration desired=100mL×concentration          determined0.05mL

image

Concentration desired=2000×value determined

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The concentration of the substance being measured in the volume of blood actually tested (0.05 mL) must be multiplied by 2000 to report the concentration per 100 mL of blood.

The preceding material may be summarized by the following statement and equations. In reporting results obtained from laboratory determinations, one must first determine the amount of specimen actually analyzed in the procedure and then calculate the factor that will express the concentration in the desired terms of measurement. Thus, in the previous example, the following equations may be used:

0.5mL(volumeofbloodused)10mL(volumeoftotaldilution)=xmL(volumeofbloodanalyzed)1mL(volumeofdilutionused)

image

x=0.05mL(volumeofbloodactuallyanalyzed)

image

100mL(volumeofbloodrequiredforexpressionofresult)0.05mL(volumeofbloodactuallyanalyzed)=2000(dilutionfactor)

image

Single Dilutions

When the concentration of a particular substance in a specimen is too great to be determined accurately, or when there is less specimen available for analysis than the procedure requires, it may be necessary to dilute the original specimen or further dilute the initial dilution (or filtrate). These single dilutions are usually expressed as a ratio, such as 1:2, 1:5, or 1:10, or as a fraction, ½, ⅕, or 110image. These ratios or fractions refer to 1 unit of the original specimen diluted to a final volume of 2, 5, or 10 units, respectively. A dilution, therefore, refers to the volume or number of parts of the substance to be diluted in the total volume, or parts, of the final solution. A dilution is an expression of concentration, not volume; it indicates the relative amount of substance in solution. Dilutions can be made singly or in series.

To calculate the concentration of a single dilution, multiply the original concentration by the dilution expressed as a fraction.

Example of Calculation of Concentration of a Single Dilution

A specimen contains 500 mg of substance per deciliter of blood. A 1:5 dilution of this specimen is prepared by volumetrically measuring 1 mL of the specimen and adding 4 mL of diluent. The concentration (C) of substance in the dilution is calculated as follows:

C=500mg/dL×15=100mg/dL

image

Note that the concentration of the final solution (or dilution) is expressed in the same units as that of the original solution.

To obtain a dilution factor that can be applied to the determination answer and express it as a concentration per standard volume, proceed as follows. Rather than multiply by the dilution expressed as a fraction, multiply the determination value by the reciprocal of the dilution fraction. In the case of a 1:5 dilution, the dilution factor applied to values obtained in the procedure would be 5, because the original specimen was five times more concentrated than the diluted specimen tested in the procedure.

Serial Dilutions

Dilutions can also be made in series, in which the original solution is further diluted. A general rule for calculating the concentrations of solutions obtained by dilution in series is to multiply the original concentration by the first dilution (expressed as a fraction), this by the second dilution, and so on, until the desired concentration is known.

Several laboratory procedures, especially serologic methods, make use of a dilution series in which all dilutions, including or following the first one, are the same. Such dilutions are referred to as serial dilutions (Table 8-1). A complete dilution series usually contains 5 or 10 tubes, although any single dilution may be made directly from an undiluted specimen or substance. In calculating the dilution or concentration of a substance or serum in each tube of the dilution series, the rules previously discussed apply.

Table 8-1

Example of Preparation of a Serial Dilution

  Tube
1 2 3 4 5 6 7 8 9 10
Saline (mL) 1 1 1 1 1 1 1 1 1 1
Patient serum or preceding dilution (mL) 1 1 of 1:2 1 of 1:4 1 of 1:8 1 of 1:16 1 of 1:32 1 of 1:64 1 of 1:128 1 of 1:256 1 of 1:512
Final dilution 1:2 1:4 1:8 1:16 1:32 1:64 1:128 1:256 1:512 1:1024

image

A twofold dilution may be prepared as follows (Fig. 8-5). A serum specimen is diluted 1:2 with buffer. A series of five tubes are prepared, in which each succeeding tube is rediluted 1:2. This is accomplished by placing 1 mL of diluent into each of four tubes (tubes 2 to 5). Tube 1 contains 1 mL of undiluted serum. Tube 2 contains 1 mL of undiluted serum plus 1 mL of diluent, resulting in a 1:2 dilution of serum. A 1-mL portion of the 1:2 dilution of serum is placed in tube 3, resulting in a 1:4 dilution of serum (½ × ½ × ¼). A 1-mL portion of the 1:4 dilution from tube 3 is placed in tube 4, resulting in a 1:8 dilution (¼ × ½ × image). Finally, 1 mL of the 1:8 dilution from tube 4 is added to tube 5, resulting in a 1:16 dilution (image × ½ × 116image). One milliliter of the final dilution is discarded so that the volumes in all the tubes are equal.

Note that each tube is diluted twice as much as the previous tube, and that the final volume in each tube is the same. The undiluted serum may also be given a dilution value, 1:1.

The concentration of serum in terms of milliliters in each tube is calculated by multiplying the previous concentration (mL) by the succeeding dilution. In this example, tube 1 contains 1 mL of serum, tube 2 contains 1 mL × ½ × 0.5 mL of serum, and tubes 3 to 5 contain 0.25, 0.125, and 0.06 mL of serum, respectively.

Other serial dilutions might be fivefold or tenfold; that is, each succeeding tube is diluted 5 or 10 times. A fivefold series would begin with 1 mL of serum in 4 mL of diluent and a total volume of 5 mL in each tube. A tenfold series would begin with 1 mL of serum in 9 mL of diluent and a total volume of 10 mL in each tube. Other systems might begin with a 1:2 dilution and then dilute five succeeding tubes 1:10. The dilutions in such a series would be 1:2, 1:20 (½ × 110image × 120image), 1:200 (120image × 110image × 1200image), 1:2000, 1:20,000, and 1:200,000.

Antibody Testing

In obtaining specimens for serologic testing, it is important to consider the phase of the disease and the condition of the patient at the time of specimen collection. This is especially important in assays for diagnosis of infectious diseases. If serum is being tested for antibody levels with a specific infectious organism, generally the blood should be drawn during the acute phase of the illness—when the disease is first discovered or suspected—and another sample drawn during the convalescent phase, usually about 2 weeks later. Accordingly, these samples are called acute and convalescent serum. A difference in the amount of antibody present, or the antibody titer, may be noted when the two different samples are tested concurrently. Some infections, such as Legionnaires’ disease or hepatitis, may not manifest a rise in titer until months after the acute infection.

Antibody Titer

A central concept of serologic testing is the manifestation of a rise in titer, or concentration, of an antibody. The antibody titer is defined as the reciprocal of the highest dilution of the patient’s serum in which the antibody is still detectable. That is, the titer is read at the highest dilution of serum that gives a positive reaction with the antigen. If a serum sample has been diluted 1:64 and reacts positively with the antigen suspension used in the testing process, and if the next highest dilution of 1:128 does not give a positive reaction, the titer is read as 64. A high titer indicates that there is a relatively high concentration of the antibody present in the serum.

Determination of the concentration of antibody (titer) for a specific antigen involves the following two steps:

A high titer indicates that a considerable amount of antibody is present in the serum. For most pathogenic infections, an increase in the patient’s titer of two doubling dilutions, or from a positive result of 1:8 to a positive result of 1:32 over several weeks, is an indication of a current infection. This is known as a fourfold rise in the antibody titer.

CASE STUDY

JJ, a 9-year-old boy, was taken to the emergency department with a sore throat. On examination, he had redness of the throat and slightly swollen glands. The physician assistant ordered a throat culture and blood drawn for an antistreptolysin-O antibody (ASO). An antibiotic was prescribed for a 10-day period. His mother was told to make an appointment with his pediatrician for a follow-up.

At the follow-up visit 2 weeks later, the results of the laboratory test revealed a throat culture with a few colonies of β-streptococci. The qualitative ASO test result was reported as positive. The acute serum was frozen at the time of testing. The pediatrician ordered a convalescent specimen to be tested semiquantitatively in parallel with the acute specimen for an ASO titer.

The acute and convalescent specimens were prepared as twofold serial dilutions of each specimen (see table).

  Tube
1 2 3 4 5 6
Saline (µL) 50 50 50 50 50
Serum (µL) 50 50 50 (1:2) 50 (1:4) 50 50
Mix and transfer to next tube   50 50 50 50 50
Dilution/titer 1:1 1:2 1:4 1:8 1:16 1:32
IU/mL 200 4008 800 1600 3200 6400

image

The results of the parallel testing of the acute and convalescent specimens revealed the following:

Questions

See Appendix A for the answers to these questions.

image Serial Dilution

Principle

Serial dilutions are a method for determining the concentration of a substance (e.g., antibody). The greatest dilution of the sample that yields a positive result is the end point. This end point dilution can be expressed as a fraction. The reciprocal of that fraction is called the titer of the antibody.

A series of dilutions of a sample is necessary for determining an antibody titer. In serial dilution, each dilution is prepared from the previous dilution. Dilutions can be in large test tubes, macrotitration, or in a miniaturized version, microtitration.

Microtitration is valuable for any procedure in which dilutions are made and red blood cells (RBCs) are used as indicator cells (e.g., hemagglutination). Colorimetric reactions can be performed (e.g., enzyme immunoassay) and quantitated spectrophotometrically with specialized instruments for microtiter plates.

Chapter Highlights

• Traditional serologic tests have been done for viral and bacterial diseases. Other common tests include pregnancy tests for human chorionic gonadotropin (hCG) and immunologic tests for infectious mononucleosis and syphilis.

• The procedures manual describes current techniques (in CLSI format) and approved policies and is always available to laboratory personnel.

• After a blood sample has clotted, serum should be promptly removed for testing or frozen at −20° C. Standard Precautions must be followed when blood specimens are handled.

• Lipemia, hemolysis, and bacterial contamination can make the specimen unacceptable. Icteric or turbid serum may give valid results or may interfere. Blood specimens should be collected before a meal to avoid chyle. Contamination with alkali or acid must be avoided.

• Some procedures require inactivated serum. Complement can be inactivated by heating to 56° C for 30 minutes or, after 4 hours, reinactivated by heating for 10 minutes.

• A graduated pipette delivers the liquid between two calibration marks. A serologic pipette resembles the graduated pipette, but has a frosted ring and enlarged tip opening.

• Automatic pipettes allow fast repetitive measurement and delivery of solutions of equal volumes.

• All dilutions are a ratio. Dilution is an indication of relative concentration.

• A dilution factor is used to correct for having used a diluted sample in a determination rather than the undiluted sample. The result (answer) using the dilution must be multiplied by the reciprocal of the dilution made.

• When the concentration is too high or less specimen is available for analysis, the original specimen may be diluted or the initial dilution (or filtrate) further diluted. These single dilutions are usually expressed as a ratio (1:2, 1:5, 1:10) or a fraction (½, ⅕, 110image).

• A dilution is the volume or number of parts of the substance to be diluted in the total volume, or parts, of the final solution. A dilution is an expression of concentration, the relative amount of substance in solution. Dilutions can be made singly or in series.

• In a dilution series, all dilutions, including or following the first one, are the same, called serial dilutions.

• A complete dilution series usually contains 5 or 10 tubes, although any single dilution may be made directly from an undiluted specimen or substance.

• When testing antibody levels for a specific infectious organism, blood should be drawn during both the acute and convalescent phases.

• A difference in the amount of antibody present, or the antibody titer, may be noted when two different samples are tested concurrently. A rise in titer is central to serologic testing.

• The antibody titer is defined as the reciprocal of the highest dilution of the patient’s serum in which the antibody is still detectable.