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Abstract
US20050048657A1
A method of quality control to diagnose the cause of a malfunction of an instrument. The method
United States
uses measurements of the physical property of a sample to diagnose the cause of a malfunction of
an instrument. The spatial position of a control product sample is analyzed. Alternatively, the spatial
position of a statistically signi>cant number of patient blood samples can be used. The method Download PDF Find Prior Art Similar
enables the monitoring of an instrument for problems associated with debris and noise caused by
red cell lysis ineAciency; instrument reagents pump volume settings; instrument laser alignments; Inventor: Carole Young, Michael Elliott, Nancy Naylor-Schlipp,
instrument gain settings; and Bow noise caused by partial plugs, residual plugs or other Bow Timothy Fischer
problems. The method provides a more speci>c indication of the type and cause of an instrument
Current Assignee : Beckman Coulter Inc
malfunctioning than non speci>c Bagging provided by prior art methods.
From the test results given above, it has been determined that the addition
of a plasma substance to washed red blood cells enables lysis in a
saponin lytic system. It is believed that the albumin is interacting with the
red blood cell and saponin to effect the lytic action. However, when the
washed red blood cells and bovine serum albumin are further combined
with other ingredients such as those disclosed in U.S. Pat. No. 4,299,726,
the albumin does not cause the lysis. However, when a lipoprotein
cholesterol is added, lysis is effected. Moreover, when a lipoprotein
cholesterol is added to the PBS, lysis is effected. When using the
leukocyte analogs prepared from red blood cells as described above, the
aqueous solution of a plasma substance is preferably added to the
hematological composition at least 12 hours before being used in an
instrument. When one or more leukocyte analogs are combined with
lysable human red blood cells to provide a single multiple analysis
reference blood cell control product for instruments which use lytic
reagents, it is most preferred that the aqueous solution of the plasma
substance comprises bound cholesterol. A suitable example of the most
preferred plasma substance is Moducyte®, as described in U.S. Patent
No. 4,290,774, assigned to Miles, Inc., which is a high density lipoprotein
cholesterol bound with albumen. The >nal concentration of cholesterol in
the suspension media ranges from 400 to 1,200, and preferably 600 to
1,000 milligrams per liter depending upon the cell count in the >nal control
product.
[0090] For a control product using the leukocyte analogs prepared by the
preferred processes disclosed herein, if an insuAcient concentration of
the cholesterol is used in the preferred media, the red blood cells in the
reference blood cell control product will not eAciently lyse to dissolve the
cell membrane so that there is an absence of noise and debris when using
a saponin lytic reagent system and the leukocyte analogs will have a mean
cell volume below the required size due to the lytic reaction. If the media
contains too high of a concentration of cholesterol, the red blood cells in
the reference blood cell control will not eAciently lyse to dissolve the cell
membrane so that there is an absence or noise and debris. More
speci>cally, when the control product is used in instruments, such as
those that employ the Coulter Model VCS technology, which uses a
reagent system such as described in U.S. Pat. No. 4,751,179, in order to
distinguish at least two populations of leukocytes, (1) lymphoids
(lymphocytes) and (2) myeloids (neutrophils, monocytes, eosinophils and
basophils), the preferred suspension media enables the reaction between
the weaker lytic reagent and the non >xed red blood cells to occur so that
the red blood cells lyse while the leukocyte analogs remain substantially
unaffected, enabling each type of leukocyte analog to be counted. As
taught by U.S. Pat. No. 4,751,179, the lysing reagent has two forms: (1) a
lytic diluent containing saponin, which simultaneously functions to dilute
the whole blood sample and stromatolyse its red blood cells; or (2) a two
part system comprised of non-lytic blood diluent followed by a lytic
reagent containing saponin.
[0091] When prior art medias, such as those described in U.S. Pat. No. 4,213,876;
4,299,726; or 4,358,395, are used, the leukocyte analogs prepared by the
preferred processes disclosed herein are lower in volume than desired for
the targeted leukocyte population. More speci>cally, when the preferred
suspension media is used with leukocyte analogs, which have been
prepared from either red or white blood cells, the D.C. volume of the
analog is within the desired range for the targeted leukocyte population.
[0092] In a more preferred embodiment, the suspension media would further
comprise the addition of a non-ionic surfactant. The surfactant will have a
high hydrophile-lipophile balance (HLB). The HLB typically has a value
greater than 15 and more preferably greater than 17. Typically, the
surfactant is in an amount effective to make the lytic action more speci>c
to the red blood cells without detrimentally affecting the leukocyte
analogs. In addition, the surfactant will stabilize any free cholesterol in the
control product so that it does not separate out in solution. As appreciated
by those skilled in the art, the effective amount of surfactant may be
empirically determined, but is typically less than 0.5% by weight of the
control product.
[0093] Suitable non-ionic surfactants include alkyl polyether alcohols of the
general formula: R—X-(y)n-H, where R is a lipophilic chain C8-C18 carbon
atoms; where X is —O—,
*Optional ingredient preferred for conferring long term stability for red
blood cells and analogs.
The manufactured control product can be used to monitor and diagnose
the cause of a malfunction of an instrument. In this invention, a method
for using a hematology control product has been developed that enables
the monitoring and diagnosing of an instrument for problems associated
with:
1. lysis debris and noise
2. instrument reagents pump volume settings
3. instrument laser alignments
4. instrument gain settings
5. inconsistency of Bow rate in the Bow cell
[0104] The method provides a more speci>c indication of the type and cause of
an instrument malfunction than non speci>c Bagging that is diagnostically
non speci>c or inspection of the test results by the instrument operator
which are provided by prior art methods. The following description
describes a new method of using the previously described control
product. As appreciated by one skilled in the art, the control product must
contain lyseable erthryocytes to monitor any cellular debris and noise
caused by ineffective red cell lysis. The method uses new control
parameters of the physical properties of the control product to determine
the cause of an instrument malfunction. These physical properties are
selected from the group comprising:
(1) volume measured by D.C. current,
(2) high frequency (RF) size,
(3) opacity, and
(4) light scatter.
[0109] The leukocyte populations are used as the indicator of system
performance. Preferably the neutrophil and lymphocyte subpopulations
are used as control parameters and are measured to determine instrument
performance. More preferably the neutrophil population is used as a
control parameter and is measured as an indication of system
performance.
[0110] In order to determine whether there is a noise problems due to cellular
debris, the use of two control parameters are employed. The control
parameters are COUNT RATIO and ELAPSED TIME,. The COUNT RATIO is a
measure of the number of white blood cells in an analysis compared to
the total count of events that are recorded in the analysis during a speci>c
ELAPSED TIME. ELAPSED TIME is a measured period of time, usually in
seconds. As the ratio of white blood cells counted and total event counted
approaches 100 percent, the cellular debris or noise problem associated
with an instrument malfunction is eliminated.
[0111] An example of the use of COUNT RATIO in an instrument employing VCS
technology would be comparison of the number of white blood cells
analogs compared to a total count of 8192 particles obtained for a
speci>c ELAPSED TIME. If the ratio is less than about 95%, there is an
indication that noise or interference is a problem. The speci>c problem is
further con>rmed by additional tests that are further explained in this
disclosure.
[0112] Another approach to monitor and diagnose an instrument for problems is
to use fresh blood monitoring of the running average of the same set of
parameters of a statistically signi>cant number of patient normal bloods.
When the average is outside the expected ranges of the control parameter
there is an early indication of the instrument malfunction. The instrument
malfunction can be further veri>ed using the control product described
herein.
[0113] One indication of whether an instrument is properly functioning is to
determine the cellular debris or noise that is measured by the instrument.
Excess cell debris can be caused by incomplete lysis, changes in the
reaction kinetics due to temperature conditions or interference with the
lytic reaction. Since various instrument systems have cell count and data
accumulation time limitations, excess debris or noise from any source
interferes with the proper acquisition and analysis of the white cell
populations. The cause of the cellular debris or noise problem can be
attributed to several problems including:
A. conductivity noise due to sheath Buid and the blood
sample stream imbalance.
B. Lysing noise caused by improper red cell lysing.
C. Flow noise caused by partial plugs, residual plugs or
other Bow problems
[0117] In order to determine whether the malfunction is due to conductivity noise
caused by mismatches between the sample stream and the sheath Buid
stream conductivity, one >rst measures the reagent pump volumes. A
calibrated container is employed to measure each of the reagents that are
added to the blood sample. The volume of reagent that is transferred
should be within a predetermined value. If the volume of a reagent is not
within the prescribed limits, then the reagent pump is adjusted to increase
or decrease the reagent volume that will be dispensed.
[0118] In the example of an instrument that employs VCS technology, one
measures the pump volumes of the lytic reagent and quench reagent
streams. A calibrated container is employed to measure each of these
volumes. The volume of the reagent should be within a predetermined
value. If the volume of the reagent is not within the prescribed limits, then
the pump is adjusted to increase or decrease the volume that will be
provided.
[0119] The prepared control product containing >xed cell analog populations that
are osmotically sensitive are further used to monitor the reagent pump
volumes. Changes in volume of lytic reagents will affect the >nal
osmolality of the diluted blood sample and affect the measured volume of
the analog population. Lower osmolality increases the measured volume
of the control cell analog and higher osmolality decreases the measured
volume of the control cell analog. Variations of reagent pump volumes
beyond the limits of conductivity required to electrically balance the
sheath Buid will produce noise in addition to the changes in the volume of
the control cell.
[0120] Therefore, after the conductivity noise has been minimized by the
preceding process, lysing noise resulting from improper red cell lysing is
checked with a control product containing a known number of stabilized
red blood cells and at least one leukocyte analog cell subpopulation. If
lysing is a problem, then the control cells will shows a COUNT RATIO less
than about 95% of the maximum COUNT RATIO. In addition, although the
reagent volumes can be adjusted by the preceding process, the lysing
kinetics relating to the temperature of the lysing reaction will be affected.
More speci>cally, it has been found that if the room temperature of a
laboratory instrument is at 50° F., the lysing reaction will require a different
lytic and quench reagent volume than if the temperature is at 90° F., to
obtain a minimum of lysing noise.
[0121] In the example of an instrument which employs the VCS type technology,
the lytic reagent and quench reagent are reacted with a blood sample to
provide a lysed and diluted suspension of white blood cells suitable for
measurement. In the VCS type instrument, blood cells are reacted with the
lytic reagent causing hypotonic cell swelling, red cell and platelet lysis and
dissolution of red cell and platelet membranes. Reaction with the quench
reagent stops the swelling and lysis and begins a process of re-
equilibration of the white cells to their native size. Because of the nature of
the reactions, the lytic reagent and quench reagent are very different in
both osmolality and conductivity. The >nal osmolality and conductivity of
the sample stream is proportional to the volume, osmolality and
conductivity of the lytic reagent, quench reagent and blood sample.
[0122] The use of two control parameters are employed to determine if the
reagent pump volumes are within speci>cation or determining the cause
of the malfunction The monitoring the COUNT RATIO and NEUTROPHIL
DC MEAN assists one in differentiating pump volume changes within
conductivity tolerances and beyond conductivity tolerances. The
NEUTROPHIL DC MEAN is the neutrophil mean value in the DC channel.
[0123] Another approach to monitor and diagnose an instrument for problems is
to use fresh blood monitoring of the running average of the same set of
parameters of a statistically signi>cant number of patient normal bloods.
When the average is outside the expected ranges of the control parameter
there is an early indication of the instrument malfunction. The instrument
malfunction can be further veri>ed using the control product described
herein.
[0124] It has been found that the COUNT RATIO of the white blood cells is related
to the reagent pump volumes calculated from known reagent
concentrations and measured pump volumes, expressed as either dilution
conductivity or osmolality. FIG. 1 represents a comparison of the COUNT
RATIO of the white blood cells compared to the conductivity of the diluted
blood sample in the diluted blood sample stream that is to be tested. As
shown in FIG. 1, as the quench reagent volume is increased, the COUNT
RATIO increases to a plateau. When the quench volume is increased
beyond the optimum range the COUNT RATIO is substantially reduced.
[0125] To obtain a comparable FIG. 1 using a control product, the lytic reagent
volume is provided at a >rst volume that would be expected to provide
proper lysis. The quench volume is adjusted from providing insuAcient
quench reagent to providing an excess amount of quench reagent. When
the quench reagent volume is insuAcient, the COUNT RATIO is
signi>cantly reduced. As the quench volume is increased the COUNT
RATIO rises and plateaus over the optimum performance range.
Increasing the quench volume above the optimum range causes the
COUNT RATIO to be substantially reduced. Upon obtaining this
information, the pump for the quench reagent can be adjusted to provide a
quench reagent volume that is in the middle of the plateau.
[0126] After the quench volume has been adjusted, the lytic reagent pump can be
re-adjusted. It has been found that the NEUTROPHIL DC MEAN of the
control product is related to the lytic reagent pump volume. The monocyte
population shows sensitivity similar to the neutrophil population. The
pump for the lyse reagent is adjusted to provide an osmolality which
corresponds to a previously measured NEUTROPHIL DC MEAN of the
control product. The previously measured NEUTROPHIL DC MEAN is
provided as an assay value from a reference instrument.
[0127] FIG. 2 represents a comparison of the NEUTROPHIL DC MEAN compared
to the osmolality of the blood sample being analyzed after it has been
diluted with the lytic and quench reagents. As shown in FIG. 2, as the
osmolality is increased, the NEUTROPHIL DC MEAN of the control product
decreases.
[0128] In order to determine whether there is a problem because of left over
plugs or partial plugs, two control parameters of WHITE TIME and DATE
TIME are used. The monitoring of these two control parameters assists
one in determining these type of problems. WHITE TIME is the product of
the number of white blood cell analogs multiplied by the time required for
analysis. DATE TIME is the day that a control sample has been analyzed. It
has been found that using these two control parameters on a routine basis
with a control product that contains a known number of leukocyte analogs
provides information as to instrument performance problems.
[0129] In the method of this invention, the control product is used at least daily.
The WHITE TIME and DATE TIME are recorded to provide meaningful
information about the existence of Bow problems. More speci>cally, when
the WHITE TIME is graphed versus the DATE TIME, one is able to obtain a
two dimension graph of the performance of the instrument to determine
trends of the Bow performance of the instrument.
[0130] In a VCS type instrument, an alternate method is provided to check the
sample Bow rate. The VCS instrument records the WHITE TIME and DATE
TIME on each patient blood sample that has been analyzed by the
instrument. By comparing these control parameters on a statistically
signi>cant number of patient blood samples, an expanded data base is
availabe to monitor the history of the instrument's Bow performance. More
speci>cally, by recording the WHITE TIME and DATE TIME on each patient
blood sample, one is able to detect whether left over plugs or partial plugs
have occurred. Left over plugs can restrict the Bow of subsequent
samples, but may produce no detectable change in the number of cells per
second. Partial plugs can increase the time required to obtain the white
blood cell count because of a reduced Bow of cells through the Bow cell.
[0131] In addition, when these control parameters are monitored for the patient
samples, a two dimension analysis can be obtained to discover if the Bow
rate is deteriorating and whether noise and debris levels are interfering
with the expected time to obtain the white blood cell count. Excessive
debris will decrease the amount of time necessary to obtain a speci>ed
number of white blood cells. This two dimensional analysis has provided
an improvement over complex multidimensional analysis of the prior art.
[0132] Prior art methods to determine problems due to the consistency of the
Bow cell has been to measure the number of leukocytes that are detected
during a predetermined time. More speci>cally, the instrument operator
would use a specially selected fresh blood that had a known number of
white blood cells and measure the time the instrument required to detect
the white blood cells. If the instrument detected the white blood cells
within a speci>ed time, it was presumed that there was an absence of Bow
cell problems. However, this measurement only provided information
about the instrument for that particular analysis. This measurement did
not provide instrument over an extended time period. More speci>cally,
graphing the count of white blood cells per unit time only provides an
instantaneous view of the instrument's performance on that one day. To
obtain a view of the performance of an instrument over several days, a
three dimensional charting of the results was necessary. Moreover, the
method of this invention uses a control product with a known number of
white blood cells which eliminates the necessity of obtaining a specially
selected fresh blood and determining the number of white blood cells it
contains.
[0133] In addition, a control product can be used to monitor the instrument to
determine if there is a problem with the instrument's laser, the laser optics
or the laser alignment. Laser alignment has three dimensions which
corresponds to X, Y and Z axes.
[0134] Currently, the material used to set and then monitor laser alignment and
gain adjustments is latex microparticles. The method of using the latex
particle is to monitor the population mean and coeAcient of variation of
the latex population. However, if the laser lens accumulates dirt or other
debris which obscures the laser beam signal, the prior art practice has
permitted obscuring the alignment problem by increasing the gain of the
laser to overcome the interference to the laser beam. In addition, the latex
particles are not responsive to the reagents that are used in the
instrument. Moreover, the latex particles are a separate control product
that is required to be run in a calibration mode in the instrument. The latex
particles require additional work to be undertaken to monitor instrument's
performance. Therefore, it is advantageous to have a single hematological
control product that is both responsive to the reagents used in the
instrument and provides and indication of the performance of the laser in
the instrument.
[0135] It has been determined that X-axis alignment is the most sensitive of the
axes and produces the greatest affects on a control product's light scatter
position and distribution. The rotated light scatter position of the control
product is at a maximum when the X axis is properly aligned and the
distribution width is at its minimum. As the alignment degrades to slight
misalignment and then to gross misalignment, the control product's
position in the histogram shifts to the left, the mean value decreases and
the rotated light scatter channel distribution widens.
[0136] When analyzing fresh blood and having X-axis misalignment, the white cell
populations are shifted left (low light scatter) producing a loss of white
cells counted and an increase in noise. As misalignment becomes more
extreme, the effect on fresh blood analysis is that the subpopulations of
leukocytes merge and differentiation is lost.
[0137] Y-axis and Z-axis misalignment do not show the same kind of change of
position of the white cell population as exhibited by the white blood cells
when caused by X-axis misalignment. It has been determined that Z-axis
alignment is related to whether the lens is in a proper focal length which
will provide the sharpest image. If the Z-axis is misaligned, then the
resulting scatterplot will not have clear distinct clusters of leukocytes.
More speci>cally, in a histogram of light scatter versus DC volume, the
separation of the populations of lymphocytes and monocytes, from the
population of neutrophils will not be distinct. There will be a degradation
of the separation of the light scatter peaks of the volume populations.
More speci>cally, there will be a reduction in the individual populations in
amplitudes and an increase in the amplitude of the valleys between the
populations.
[0138] It has been found that the lymphocyte population of the control product
provides information to determine low light scatter while the neutrophil
population provides information to determine high light scatter. The
relationship between the position of these two populations monitors
system variables that produce both bias and proportional effects on
populations position such as laser alignment (bias) and DC, RF and LS
gain (proportional) adjustments.
[0139] The use of two control parameters can be employed to determine the
problem with the laser's operation. The monitoring of the NEUTROPHIL
RLS MEAN and the PEAK TO VALLEY RATIO will provide an indication of
the performance of the laser and X axis and Z axis alignment. The
LYMPHOCYTE RLS MEAN shows sensitivity similar to the NEUTROPHIL
RLS MEAN. The NEUTROPHIL RLS MEAN is the neutrophil mean value in
the light scatter channel. The LYMPHOCYTE RLS MEAN is the lymphocyte
mean value in the light scatter channel. The PEAK TO VALLEY RATIO
(PVR) is the ratio of the amplitude of the rotated light scatter signal of the
neutrophil population compared to the rotated light scatter signal of the
valley formed between the lymphocyte and monocyte populations, and the
neutrophil population.
[0140] The PVR provides a reliable quality control parameter to be used in a
method to determine whether a problem exists with the laser. When using
a control product the PEAK TO VALLEY RATIO should meet a threshold
number which has been predetermined. If the PVR meets or exceeds this
number, the laser is operating optimally. More speci>cally, a PVR that
meets the predetermined number indicates that there is a clear separation
of the neutrophil population and lymphocyte and monocyte populations. If
the PVR is less than the predetermined number, then there is an indication
that a problem with the laser exists.
[0141] As previously noted, the prior art practice has permitted increasing the
laser gain to compensate for a dirty lens. However, a latex particle control
does not provide speci>c information concerning the misadjustment of
the light scatter signal gain when optical interference exists. It has been
determined that when the gain adjustment has been improperly increased
that the entire neutrophil population position in the rotated light scatter
histogram, including the NEUTROPHIL RLS MEAN, is shifted to the right.
[0142] In accordance with the method of this invention, the determination of a
PVR that is less than the predetermined value, and the NEUTROPHIL RLS
MEAN is above the predetermined value, it indicates that the instrument
has a problem with either optical interference or X-axis or Z-axis
alignment. Therefore, the technician will know to clean the lens and
calibrate the laser alignment. In addition, it has also been determined that
if the determination of a PVR that is less than the predetermined value,
and the NEUTROPHIL RLS MEAN is below the predetermined value, it
indicates that the instrument has a problem with either optical
interference which has not been compensated by increasing the gain or X-
axis or Z-axis alignment. Moreover, if the PVR is within the predetermined
value and the NEUTROPHIL RLS MEAN is either greater than or less than
the predetermined value, it indicates that the laser gain is set improperly.
Still further, if the PVR is below the predetermined value and the
NEUTROPHIL RLS MEAN is within the predetermined value, it indicates
that the laser needs replacing because it is losing power.
[0143] While the foregoing speci>cation explains the use of some of the control
parameters to determine whether an instrument is performing according
to manufacturer's speci>cation and the use of the control parameter to
diagnose the cause of the malfunction, Table 1 provides a detailed
analysis of which control parameters can be used for a control product or
for a statistically signi>cant value of patient blood samples to detect and
diagnose problems with an instrument's system. In this Table, the
following abbreviations are used:
s=sensitivity for the applicable instrument function
SD=standard deviation
OP=opacity
[0147] x=measurement of Control Product or Sample
[0148] TABLE 1
Patien
t
Contro
Control Blood
l
Produ Sampl Lysi Flo Alignme Gai Chemist
Cell/Type Parameter
ct e s w nt n ry
Neutrophil DC Mean x x s s
DC SD x x s
RLS Mean x x s s
RLS SD x x s s
OP Mean x x s
OP SD x x s
PVR x s
Lymphocyt
DC Mean x x s
e
DC SD x x s
RLS Mean x x s s
RLS SD x x s s
OP Mean x x s
OP SD x x s
PVR x s
Monocyte DC Mean x x s
DC SD x x s
RLS Mean x x s s
RLS SD x x s s
OP Mean x x s
OP SD x x s
Latex
DC Mean x x s
Particle
Sample DC SD x x s
Analysis RLS Mean x x s
Mode RLS SD x x s s
OP Mean x x s
OP SD x x s
COUNT
Noise x x s s s
RATIO
WHITE
Flow x x s
TIME
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