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Principios Sysmex
Principios Sysmex
1 (1999)
Keiji FUJIMOTO
Scientific Division, Sysmex Corporation, 4-4-4 Takatsukadai, Nishi-ku, Kobe 651-2271, Japan.
This article describes the measurement principles found in hematology analyzers manufactured by Sysmex Corporation and currently
available on the market. To aid in understanding, a brief historical background of the analytical principles involved is presented. This is
followed by general descriptions of particle behavior in an electric field and coincidence. The details of the measurement principles of
individual parameters, RBC, WBC, PLT, reticulocytes, immature WBC and NRBC are presented together with the relevant reagent
reactions.
As technology advances, so does the availability of new analyzers to satisfy customer needs.
Sysmex Corporation will continue to develop innovative and user friendly products of high clinical utility.
(Sysmex J Int 9 : 31 − 44, 1999)
FOREWORD
To avoid this technical patent, Sysmex developed the
In this article the principles of measurement used in the capacitance method rather than the resistance method.
Sysmex hematology analyzers available on the market As shown in Fig. 1, when a particle is located in the
are described. Because of the wide application of mea- detection area, a change in electric capacitance occurs
surement principles in Sysmex products, a general expla- and this is in proportion to the volume of the particle.
nation of the measurement principles will be presented Applying this method, we can count the total number of
first. Then each measurement parameter such as RBC, cells as they pass through the detection area (a small
WBC, PLT, immature WBC, NRBC, reticulocyte and aperture). A detailed description of this method is given
hemoglobin, is explained. in the article by Tatsumi2) and Okada3), in this issue.
This method has not been directly applied in our recent
products alone. The technology is, however, still used in
UNDERSTANDING some of our products as a part of the high energy electric
THE BASIC KNOWLEDGE OF impedance method for the purpose of detection and dif-
THE MEASUREMENTS ferentiation of WBCs, which will be described in a later
section in this article.
In this section, basic but important knowledge for under-
standing the measurement principles in biological cell
analysis is described. Cell counting by electric impedance method
(Note : The word “Impedance” used here has almost the same meaning
as “Resistance”. Theoretically, impedance contains resistance, capaci-
Cell counting by electric capacitance method tance and reactance. In electric impedance method, electric resistance
Around 1960, when Sysmex first tried to develop a does major contribution. As then in this article, electric impedance
hematology analyzer, the founder of the Coulter method and electric resistance method are almost the same.)
Company (now Beckman-Coulter Co.), Mr. Wallace H.
Coulter1), took out a technical patent for the electric resis- This is the most popular method applied in hematology
tance method he had developed. Due to the risk of analyzers manufactured not only by Sysmex but also by
infringement of this patent, Sysmex could not apply this other companies. In this method, biological cells such as
method to its product. WBC, RBC and PLT are regarded as completely non-
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Fig. 2 The principle of measurement by electric impedance method Fig. 3 Coincidence phenomenon
When a cell suspended in electrolyte solution passes through the When more than two cells are located in the aperture (or sensing
aperture, the change of electric impedance is detected as a pulse. The zone), the coincidence phenomenon is observed. Cell 1 and Cell 2
total pulse number corresponds to total cell count and each pulse are detected as a single large pulse, therefore one of the cells is not
height is proportional to the corresponding cell volume. counted (coincidence loss). The degree of coincidence loss depends
on the concentration of cells.
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Fig. 8 A comparison of resolving power with and without hydrodynamic focusing method
Mixed latex particles of 4.3 fL, 12 fL and 19 fL are measured. The distribution curve by E Series with
the hydrodynamic focusing method (the histogram on the left) is superior to the non-focused system.
RF/DC method
extremely microcytic or fragmented RBC even using During the early evolution of technology for hematology
hydrodynamic focusing method. This capability is better analyzers, the measurement parameters expanded from
with light scattering methods as will be described in a only WBC and RBC to PLT, and then to WBC 3 part dif-
later section. The electric impedance method, however, ferential (lymphocyte, neutrophil, and other cells).
can estimate cell volume more precisely than the light Sysmex paralleled this development with many then
scattering method. In both methods, morphological “state of the art” analyzers.
abnormality of RBCs, for example spherocytosis, or To progress further, however, and develop the WBC 5
elliptocytosis is not detected unless the MCH or MCHC part differential count required additional technologies.
is out of normal range. Morphological abnormality is In the electric resistance method, detection pulses corre-
best detect by image analysis technology. spond to cell volume. As described above, Sysmex
developed the electric capacitance method for cell count-
Shape factor ing originally for the purpose of avoiding the Coulter
Thom, et al. challenged the accurate measurement of the patent. Electric capacitance signals depend not only on
volume of latex particles by analyzer using an electric the volume of cells but also on their internal contents
impedance instrument even with hydrodynamic focusing. such as granules and nuclei. So long as the integrity of
During this investigation, it was found that different sig- WBC could be maintained, measurement of electric
nal heights were produced by different shaped cells with resistance and capacitance simultaneously would result in
the same theoretical volume6, 7, 12). cell volume and internal information for the different
Since the system was hydrodynamically focused, this cells. This suggested that it might be possible to achieve
phenomenon cannot be explained by vertical interaction further differentiation of WBC using this combination of
coincidence and/or non-axial particle flow. t e c h n o l o g i e s13). This became a reality when Sysmex
Using a large scale model, these workers demonstrated developed the WBC 5 part differential count using such a
that when a spherical cell goes through the sensing zone, combination.
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In general, the light scattering method is constructed by of the cells. Fresh blood cells and stabilized blood cells
complex formulae with many parameters of size, shape, such as control materials exhibit very different degrees of
and surface condition of the cell, which are not simple deformability.
linear functions between the scattered light intensity and
the cell volume. This means, for example, that twice the Electric impedance method
light intensity does not imply twice the volume. This is -hydrodynamic focusing method
inconvenient for the precise detection of cell volume, the In high end analyzers (XE-2100, SE Series, NE Series),
phenomenon however works well in the discrimination the presence of hydrodynamic focusing method removes
between large PLT and small RBC which have the same the need for editing circuitry (Fig. 7). This method mini-
volume but different surface characteristics. mizes coincidence and the occurrence of M-shaped sig-
The argon gas laser has a life span of several thousand nals producing very reliable distribution curves and count
hours. The price of the argon laser is around US$ 2,000 - results.
3,000 and partly accounts for the high production cost of Accurate focusing of the sheathed flow in the sensing
the analyzer. zone requires precision component and sophisticated
Sysmex has now studied the application of an alternative fluid control technology. Any small air babbles produced
laser light source. A semi-conductor laser (excitation near the sensing zone will disturb accurate focusing and
wave length 650 nm, power output 2 mW) developed by produce electric noise.
TOSHIBA ELECTRIC Co. was used in studies on cell We add a special surfactant in the sheath reagent, which
analysis. Building on experience obtained during devel- produces few bubbles and any formed are rapidly
opment of the R-1000, we achieved a new application of removed from the sensing zone.
this semi-conductor laser for WBC differential, resulting
in the development of a fully automated hematology ana- Light scattering method
lyzer, the SF-300018). Basically, Sysmex Corporation relies upon electric
impedance as the primary measurement method because
it can estimate the volume of each cell exactly.
THE MEASUREMENT PRINCIPLES However, in some abnormal samples, such as those with
IN EACH PARAMETER large PLTs and small RBCs or fragments of them, the
impedance method can have difficulty in discriminating
In this section, the measurement principle for each para- between RBCs and PLTs.
meter generated in Sysmex hematology analyzers is In such cases this discrimination is much better with the
described. light scattering method. In the XE-2100, however, both
impedance and scattered light methods co-exist. The
PLT counts by impedance are presented as the primary
Red blood cells (RBC) and platelets (PLT) results. In the above-mentioned abnormal samples, in
Currently, RBC and PLT are counted in a single mea- which the PLT counts by the two measurement methods
surement channel and unit with the same sample prepara- fail to agree, a computer algorithm is applied and the
tion procedure. reported result is switched to that produced by scattered
light19).
Electric impedance method
As described above, in this method, all cells are assumed
to be non-conducting particles. The change of imped- WBC counts and differential
ance is detected when cells suspended in electrolyte solu- Electric impedance method
tion pass through the sensing zone, normally 70-100 µm WBC can be categorized into lymphocytes, neutrophils,
diameter and depth (Fig. 2). In whole blood, there are eosinophils, basophils and monocytes in normal samples.
approximately 5 × 1012/L. To avoid or minimize the Early hematology analyzers were unable to differentiate
coincidence phenomenon, whole blood is prediluted the different WBC types and therefore only a total count
25,000 to 50,000 times with electrolyte solution, called was provided.
the diluent. The population ratio between WBC and RBC is around
Predilution may be performed manually or automatically 1 : 1,000 even in normal samples, which means that RBC
in the instrument. The composition of the diluent is care- interference during estimation of WBCs may occur. To
fully designed to maintain the suspended cells in good increase accuracy and precision of WBC count it is nec-
condition interms of shape and size by controlling the essary to hemolyze the RBCs.
osmotic pressure, pH, etc. and the addition of some The development of lysing reagents for RBCs but not
preservatives. for WBC was difficult. In the early developmental
As stated previously, M-shaped signals are produced by stages of hematology analyzers, saponin was used as a
non-axial cell flow in the sensing zone and can result in lysing reagent for RBCs, but this also affected WBCs
misleading measurements unless corrected. Some recent which were stripped of their cytoplasm, and their
Sysmex products such as KX-21TM, K-4500TM and SF- nuclei shrunk more or less uniformly. As a result of
3 0 0 0 TM do not have hydrodynamic focusing but can many investigations, more sophisticated lysing reagent
detect and eliminate such M-shaped signals automatically were developed, by which the WBC cytoplasm was
by means of editing circuitry. Coincidence loss is also still stripped and the nuclei shrunk but the degree of
automatically corrected. The frequency and exact shapes shrinkage depended on the cell type. The differing
of these M-shaped signals depends on the deformability degrees of shrinkage made possible the WBC 3 part
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a : neutrophil b : lymphocyte
c : monocyte
d : eosinophil e : basophil
Photo 3 Morphological appearance of WBCs in the lysing reagent for the 5 part differential
Fig. 13 Schematic model of RF (Radio Frequency) and DC (Direct Current) detection method
Simultaneous application of RF and DC in the sensing zone, produces information on cell size
and internal composition as the cell goes through the sensing zone.
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In the eosinophil detection channel, a specific alka- In the basophil detection channel, a specific acidic
line lysing reagent hemolyses RBCs and all WBCs lysing reagent hemolyses RBCs and all WBCs except
except eosinophils. Such residual eosinophils are basophils. Such residual basophils are detected by
detected by the electric impedance method. the electric impedance method.
Low angle scattered light detection model Low angle scattered light detection principle
High angle scattered light detection model High angle scattered light detection principle
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DIFF WBC/BASO
Fig. 17 Example of the scattergram produced by the XE-2100 (WBC 4 part differental)
the SF-3000, for the purpose of clear discrimination of however, we detect side scatter intensity (90° scatter)
eosinophils from other granulocytic cells, a special stain rather than high angle scattered light for information on
exclusively dyes eosinophils and changes their scattering cell content. At the same time, all cells are stained by a
characteristics. In the standard scattergram the location fluorescence dye and the side fluorescence intensity pro-
of basophils coincides with that of the neutrophils. The duced by RNA/DNA derived from organelle and nuclei
SF-3000 therefore first performs a WBC 4 part differenti- is measured. This information provides 4 part differenti-
ation (lymphocytes, monocytes, eosinophils and neu- ation (Fig. 17). Basophils are counted using low angle
trophils) and then in the next sequence uses a specific forward scatter and side scatter (90° scatter) (Fig. 18)
lysing reagent to count basophils. after lysis of other WBCs.
The XE-2100 uses almost the same method. In XE-2100,
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Immature WBC nents are eluted the lysing reagent enters the cell and
All automated hematology analyzers perform as binds to the membrane and the granules thus fixing the
“Screening” instruments. This means that instruments cell. In this process the sulfur-containing amino acid in
identify samples as “Normal” and “Abnormal” (morpho- the lysing reagent acts as a protector for the cell against
logical and/or population abnormalities). In the case of the action of the surfactant. Mature WBCs, on the other
“Normal” samples, the operator can directly report the hand are lysed by the super-surfactant in the same way as
instrument results, but in the case of “Abnormal” sam- RBCs (Fig. 19).
ples, the operator should re-check and/or verify those Since different immature cells also have differing charac-
samples using other procedures. teristics, such as nuclear size and granule content depend-
The ideal instrument has very low false positive and false ing on their degree of maturity, we have realized that
negative rates. The confident detection of immature suitable selection and concentration of amino acid offers
WBC, not normally present in the peripheral blood is the possibility for qualitative differentiation of immature
very important in this respect. WBCs (Fig. 20).
Sysmex has achieved this capability in the SE-9000 by This detection method is present in the SE-9000 and the
using the combination of capacitance (RF) and imped- XE-2100 and contributes to their superior sensitivity for
ance (DC) methods in conjunction with special reagents. abnormal cells. Recently, some laboratories using the SE-
Immature WBCs contain less lipid than mature cells. In 9000 found that this channel could be used for the detec-
the presence of special lysing reagents (polyoxyethylene- tion of hemopoietic progenitor cells in patients on stem
series non-ionic surfactant and sulfur-containing amino cell mobilising regimes, thus indicating the optimum
acid) mature cells are disrupted, their granules are eluted time for apheresis. This offers an excellent alternative to
and only the nuclei remain. Immature cells of the granu- the expensive and time-consuming flow cytometric assay
locytic series behave in a different way. There is cell of CD34 + cells. Sysmex provides special computer soft-
membrane damage, but before the intracellular compo- ware in SE-9000 for this application.
Fig. 20 Further qualitative differentiation of immature cells of the granulocyte series in the IMI channel
The effect of the lysing reagent differs with each type of immature granulocte allowing qualitative differentiation.
Mature WBCs are, however, completely lysed and shrunken being located in blue colored cluster in the scattergram.
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Nucleated red blood cell (NRBC) of the WBCs and stains their intracytoplasmic organelles
The detection of NRBC has clinical significance. and nuclei.
In almost hematology analyzers, some or all of nucleated The different degrees of staining between NRBCs and
RBCs have been recognized as lymphocytes due to their WBCs can be detected by semi-conductor laser, the fluo-
similar nuclear size. This results in overestimation of rescence intensity of the WBCs being much stronger than
the total WBC count. Hitherto it has been difficult to for NRBCs. This permits easy differentiation and quanti-
count NRBC by automated methods. During the devel- tative estimation (Figs 21 and 22).
opment of WBC differential from 3 part to 5 part, the
detection capability of NRBC have been has improved.
Today, most sophisticated hematology analyzers have a Reticulocyte counting
flagging system to indicate the presence of NRBC in a Until recently, reticulocyte counting has been performed
sample. This flagging system, however, can not produce by visual microscopy of supravitally stained preparations.
an NRBC count. A fully automated method was first realized in 1988 by
Sysmex, the R-1000, which has proven to be a popular
Sysmex has established NRBC quantitative estimation in method worldwide. This capability is adopted in the XE-
addition to qualitative flagging in XE-2100. In this ana- 2100 and also as an optional attachment (RAM-1) for the
lyzer, first, complete hemolysis of RBCs is produced by a SE-9000.
specific lysing reagent, which simultaneously denucle- In these devices, RBCs are stained by fluorescence dye
ates, shrinks and slightly stains the nuclei of NRBCs. At and activated by an argon or a semi-conductor laser.
the same time, this lysing reagent maintains the shape Fluorescence mainly from DNA and RNA in WBCs,
Fig. 21 The method principle for NRBC detection in the XE-2100 - the mechanism of lysis-
A new reagent has been developed for NRBC detection in the XE-2100. The RBCs are completely lysed. The WBCs,
however, retain their original shape. The NRBC are de-nucleated and shrunken. The specific dye contained in the reagent
stains the cytoplasm and nucleus of the WBCs quite strongly while the staining of the NRBC is comparatively weak.
Fig. 22 The principle for NRBC detection in the XE-2100 - the detection method-
The reaction with the new reagent is explained in Fig. 21. The cell stream is focused hydrodynamically in the flow cell.
Individual cells are activated in the flow cell by a semi-conductor laser and produce forward scatter and fluorescence. The
different staining characteristics between WBCs and NRBCs achieves clear discrimination of those cells and makes NRBC
counting possible.
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