Instrumentation and Automation

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    The primary objective of instrumentation is to provide the clinician with the

    best possible data to be of value to the patient. Thorough understanding of the

    principles associated with the machines used is quite necessary for the operators in

    order to have an easier time in performing maintenance procedures, calibration,

    and in troubleshooting problems that may arise.

    Automation in the clinical laboratory has been driven by the need to create

    automated systems which are capable of reducing or eliminating manual tasks in

    perform analytical procedures, and thus enhancing the reduction of errors.

    AUTOMATION

    3 stages in automation:

    Pre-Analytical Stage

    The pre-analytical stage is concerned with the handling of the sample or

    specimen before processing. The two goals involved in this stage are to minimize

    non-value added steps in the laboratory process and to increase available time for

    value-added steps in order to produce better results.

    Automated pre-analytical system attempts to provide the user with some of

    the tasks necessary to prepare samples for testing, namely: pre-sorting,

    centrifugation, volume checks, clot detection, decapping, secondary tube labeling,

    aliquoting, and destination sorting in analyzer racks.

    Analytical Stage

    The analytical stage is primarily concerned with the processing of the sample

    or specimen.

    Tasks:

    1. Introduction of the sample may be accomplished through the use of

    peristaltic pumps and positive liquid displacement.

    2. Addition of reagent reagent used must be handled, prepared and

    stored properly. Automated analyzer can be classified based upon reagent.

    Automated analyzers classified based upon the reagent used:

    o Open reagent system - a system in which the reagents other than the

    instrument manufacturers reagent can be used.

    o Close reagent system - the operator can only used the manufacturers

    reagent.

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    3. Mixing

    Mixing devices and techniques used:

    o Magnetic stirring

    o Rotating paddles

    o Forceful dispensing

    o Use of ultrasonic energy

    o Use of vigorous lateral displacement

    4. Incubation - uses an elongated cuvet path length and fluorocarbon oil

    incubation bath to maximize result accuracy by enhancing absorbance value,

    while using microvolume technology for samples and reagent (Bayer

    Diagnostics) or uses a thermal electric module in the shape of a ring tomaintain a constant temperature for analysis (Beckman Coulter).

    5. Detection

    o Absorption spectroscopy - principal means of measurement in

    automated analyzer.

    o Reflectance photometry adapted to dry slide analysis and used in

    chemistry laboratories.

    o Fluorescent compounds - used for measurement of drugs, hormones,

    and vitamins in several immunoassay analyzers.

    POST ANALYTICAL STAGE

    The post analytical stage plays its role after processing of the sample or

    specimen. The instrument computer plays a major role in this stage as it represents

    a means to accomplish several tasks, which include signal processing, data handling

    and process control.

    The processing of data by computers has allowed automation of nonisotopicimmunoassays, reflectance photometry and other nonlinear assays because

    computer algorithms can transform nonlinear standard input signal into linear

    calibration plots. Computers can also perform data correction, subtract blank

    response, and monitor patients result against reference values.

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    INSTRUMENTATION

    PRINCIPLES USED:

    SPECTROPHOTOMETRY

    Spectrophotometry involves the measurement of the amount of light

    absorbed by a solution and relating it to the concentration of the solution. It uses

    Beer-Lambert Law (often referred to as the Beers law), which states that the

    concentration of a substance is directly proportional to the amount of light absorbed

    or inversely proportional to the logarithm of the transmitted light, as its

    fundamental principle.

    8 basic components:

    1. Light source - light source provides light and must provide enough energy orpower to measure the analyte of interest.

    Tungsten lamp or tungsten-halogen lamp used for wavelengths in the

    visible region

    Deuterium lamp used for wavelengths in the ultraviolet region

    Silicon carbide - used for wavelengths in the infrared region

    2. Entrance slit - excludes unwanted or stray light and prevents scattered light

    from entering the system.

    3. Monochromator - produces the light of specific wavelength from the light

    source. It arranges the wavelength of light in such a way that

    results to the wavelength required in the process.

    Quartz prism separates white light into a continuous spectrum and uses

    the principle of refraction.

    Diffraction gratings bends light and forms wave front for ultraviolet and

    near infrared spectrum. It uses the principle of diffraction.

    Interference filter based on constructive interference of waves, utilizes

    several mirrors, and uses the principle of reflection.

    4. Exit slit - also known as bandpass act as the passage way of the filtered light

    from the monochromator to the sample cell.

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    5. Sample holder - also known as cuvet or analytical cell, maybe square or

    round in shape and is used to hold samples and must be scratch-free so as

    not to obtain erroneous results.

    Soft glass cuvet for acidic solutions

    Borosilicate cuvet for strong basic solution

    Quartz or plastic cuvet for ultraviolet measurements

    6. Photodetector - convert transmitted energy into an equivalent amount of

    electrical energy.

    7. Signal processor - a device that alters the signal and filters it to remove

    unwanted components.

    8. Readout device

    Monitor

    Ammeter

    Galvanometer

    Recorder

    REFLECTOMETRY

    Reflectometry makes use of a filter photometer (reflectometer), which

    measures the quantity of light reflected by a liquid samples that has beendispensed onto a coarse solid support. Reflectometry is used in urine dipstick

    analysis and dry slide chemical analysis.

    2 types of reflectance:

    Specular reflectance occurs of polished surface

    Diffuse reflectance occurs on nonpolished surface

    MOLECULAR LUMINESCENCE SPECTROSCOPY (FLUOROMETRY)

    Fluorometry is based on the principle of luminescence in wherein an

    exchange of energy occurs when compounds absorb electromagnetic radiation,

    become excited and return to an energy level lower or equal to their original level.

    Chemiluminescence is an example.

    Basic components:

    Light source

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    Excitation (primary) monochromator

    Cuvet

    Emission (secondary) monochromator

    Photodetector

    NEPHELOMERTY AND TURBIDIMETRY

    Both nephelometry and turbidimetry are based on the principle of scattering

    of radiation by particles in suspension. Nephelometry, which is often used in the

    measurement of antigen-antibody reaction, is the measurement of the light

    scattered by a particulate solution whereas turbidimetry, commonly used in

    coagulation analyzers, measurement of antibiotic sensitivities, and quantification of

    protein concentration in body fluids, is the measurement of the reduction in light

    transmission caused by particle formation.

    REFRACTOMETRY

    Refractometry is based on the principle of light refraction, which is the

    bending of light. Refractometry is used in measuring protein concentration, specific

    gravity of urine, and column effluent of high-performance liquid chromatography

    analysis.

    OSMOMETRY

    Osmometry involves the measurement of the osmolality of an aqueous

    solution and is based on the measuring changes in the colligative properties ofsolutions owing to variations in particle concentration.

    FLOW CYTOMETRY

    Flow cytometry is the measurement of multiple properties of cells suspended

    in a moving fluid medium. It is used to count and sort cells, is the core component

    of hematology cell counters, and is the technology used to differentiate white blood

    cells.

    ELECTROCHEMISTRY

    Electrochemistry involves the measurement of the current or voltagegenerated by the activity of specific ions.

    Potentiometry the measurement of voltage between two electrodes in a

    solution

    Coulometry the measurement of the quantity of electricity needed to

    convert an analyte to a different oxidation state

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    Voltametry - a method in which a potential is applied to an electrochemical

    cell and the resulting current is measure

    aniodic strippling voltametry - an electrochemical technique used in

    measuring heavy metals

    Amperometry - the measurement of the current flow produced by an

    oxidation-reduction reaction.

    CONDUCTANCE

    Conductance is a measurement of the ability of a solution to carry an electric

    current. This principle is used monitoring water purity, measuring analytes in blood.

    It is also the principle used in the components of detectors used in high

    performance liquid chromatography (HPLC) and gas chromatography (GC), cell

    counters, and capillary electrophoresis.

    IMPEDANCE

    Electrical impedance, a measurement based on the change in electrical

    resistance across an aperture when a particle in the liquid passes through this

    aperture, is primarily used in enumerating leukocytes, erythrocytes, and platelets.

    ELECTROPHORESIS AND DENSITOMETRY

    Electrophoresis is the separation of charged compounds based on their

    electrical charge, and in order to obtain a quantitative profile of the separated

    fractions, the principle of densitometry is used, which is performed on the stained

    support medium.

    ISOELECTRIC FOCUSING

    Isoelectric focusing is a technique which is performed similar to other

    electrophoresis methods, the difference lies on the medium through which the

    separating molecules migrate through. In isoelectric focusing, the separating

    molecules migrate through a pH gradient. This principle is useful in measuring

    serum acid phosphatase isoenzymes and in detecting oligoclonal immunoglobulin

    bands in CSF and isoenzymes of creatine kinase and alkaline phosphatase in serum.

    CHROMATOGRAPHY

    Chromatography is a method of separation which is based on the different

    interactions of the specimen compounds with the mobile phase and with the

    stationary phase as the compounds travel through a support medium.

    Gas chromatography - useful for volatile compounds

    2 types of stationary phases commonly used in gas chromatography:

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    Gas-solid chromatography- solid absorbent and uses the same

    material for both the stationary and the support phase

    Gas-liquid chromatography - uses liquid phases to coat the solid

    support material

    Liquid chromatography - for better separation of thermolabile compounds

    High performance liquid chromatography - better method of liquid

    separation over other forms due to a superior resolution, shorter analysis

    time, and a greatly improves reproducibility

    5 commonly used separation techniques in liquid chromatography:

    Adsorption (liquid-solid) chromatography - compounds are adsorbed to a solid

    support

    Partition (liquid-liquid) chromatography - separates compounds based on

    their partition between a liquid mobile phase and a liquid stationary phase

    coated on a solid support

    o Normal-phase liquid chromatography - uses a polar liquid stationary

    phase

    o Reverse-phase liquid chromatography - uses a nonpolar liquid

    stationary phase

    Ion-exchange chromatography - uses column packings that have charge-

    bearing functional groups attached to a polymer matrix and uses the

    mechanism of the exchange of sample ions and mobile phase ions with the

    charged group of the stationary phase

    Affinity chromatography - uses immobilized biochemical ligands as the

    stationary phase to separate a few solutes from other unretained solutes

    Size-exclusion chromatography - separates molecules according to the

    difference in their sizes

    MASS SPECTROMETRY

    Mass spectrometry is based on fragmentation and ionization of molecules

    using a suitable source of energy. The resulting fragment masses and their relative

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    abundance yield a characteristic mass spectrum of the parent molecule. Mass

    spectrometry typically involves the following major steps which include, conversion

    of parent molecule into a stream of ion; separating the ions by mass-to-charge

    ratio; counting the number of ions of each type or measuring current produced

    when the ions strike a transducer.

    SCINTILLATION COUNTER

    A scintillation counter is an instrument that detects scintillations (flashes of

    light that occur when gamma rays or charged particles interact with matter) using a

    photomultiplier tube and counts the electrical impulses produced by the

    scintillations. Scintillation counting is usually applied in radio immunoassays.

    2 types of scintillation method:

    Crystal scintillation used to detect gamma radiation

    Liquid scintillation used to count radionuclides that emit beta particles

    CAPILLARY ELECTROPHORESIS

    Capillary electrophoresis is a separation technique that is said to be better

    than conventional electrophoresis and high performance liquid chromatography due

    to its short analytical time, resolving power, and microsample volumes. Capillary

    electrophoresis is applied in the separation of serum proteins and haemoglobin.

    NUCLEAR MAGNETIC RESONANCE SPECTROSCOPY

    Nuclear magnetic resonance spectroscopy is a technique for determining the

    surface of organic compounds. It is non-destructive, but requires a larger volume of

    the sample compares to mass spectroscopy. Nuclear magnetic resonance is a

    phenomenon that occurs when the nuclei of certain atoms are immersed in a static

    magnetic field and exposed to a second oscillating magnetic field. Lipoprotein

    particle measurement is the most popular application of nuclear magnetic

    resonance spectroscopy.