Automated Methods

This section explores the theory, interpretation, and application of automated methods for bacterial identification. Automated systems have revolutionized clinical microbiology, offering speed, efficiency, and increased throughput

Theory: The Science Behind the Automated Revolution

  • What are Automated Identification Systems?
    • Automated identification systems are computer-controlled instruments that perform multiple biochemical tests and/or utilize advanced techniques to identify bacteria
    • They automate the entire process from inoculation to result reporting
    • They use various detection methods to measure biochemical reactions, including turbidimetry, colorimetry, fluorometry, and impedance
  • Why Use Automated Identification Systems?
    • High Throughput: Process large volumes of samples quickly
    • Speed: Results are generated much faster than manual methods
    • Efficiency: Reduced labor costs and hands-on time
    • Standardization: Standardized protocols minimize variability and improve reproducibility
    • Objective Results: Instruments provide objective and accurate results
    • Database Support: Integrated databases facilitate identification and provide comprehensive information
    • Data Management: Integrated software provides data storage, analysis, and reporting capabilities
  • Key Technologies Used in Automated Systems
    • Spectrophotometry: Measures changes in light absorbance or transmission to detect bacterial growth or metabolic activity
    • Nephelometry: Measures light scattering caused by bacterial growth
    • Colorimetry: Detects color changes resulting from biochemical reactions (e.g., pH changes, substrate utilization)
    • Fluorometry: Measures fluorescence emitted by a reaction
    • Impedance: Measures changes in electrical resistance as bacteria grow and metabolize nutrients
    • Mass Spectrometry (MALDI-TOF): Provides a protein “fingerprint” for rapid identification (covered in a separate section)
  • General Principles of Operation
    1. Sample Preparation: Inoculum is prepared from a pure culture
    2. Inoculation: The sample is introduced into the test system (e.g., a cuvette, well, or card)
    3. Incubation: The test system is incubated at the appropriate temperature and atmosphere
    4. Detection: The instrument monitors the reactions using the appropriate detection method
    5. Data Analysis: The instrument analyzes the data and compares it to a database of known organisms
    6. Identification: The instrument provides an identification with a probability and/or confidence level
    7. Reporting: Results are reported to the LIS (Laboratory Information System)

Interpretation: Deciphering the Automated Output

  • Result Formats
    • Species Identification: The instrument provides the most probable species identification
    • Probability Percentage: A percentage indicating the likelihood of the identification
    • Confidence Level: A qualitative assessment of the certainty of the identification (e.g., excellent, good, acceptable)
    • Biochemical Profile: The results of individual tests may be displayed
    • Antibiotic Susceptibility Results: Some systems offer antimicrobial susceptibility testing (AST) capabilities
  • Understanding the Results
    • High Probability/Confidence: The identification is likely correct
    • Low Probability/Confidence: The identification may require further testing
    • Multiple Potential Identifications: The instrument may provide a list of possible identifications, requiring additional tests or clinical information to differentiate
    • Unidentifiable Organism: The instrument may be unable to identify the organism, requiring manual testing or referral to a reference laboratory
  • Factors Affecting Accuracy
    • Database Accuracy: The accuracy of the identification is dependent on the accuracy and completeness of the instrument’s database
    • Sample Quality: The purity and viability of the inoculum are critical
    • Instrument Performance: Proper instrument maintenance and calibration are essential
    • User Technique: Adherence to the manufacturer’s instructions is important
    • Organism Characteristics: Some organisms may be difficult to identify, even with automated systems
  • Troubleshooting Interpretation
    • Review the Gram stain and colony morphology: Correlate the automated results with the preliminary findings
    • Check for contamination: If the identification is unexpected, consider the possibility of contamination
    • Consult the database: Review the biochemical profile of the identified organism to confirm its plausibility
    • Perform additional tests: If the identification is questionable, perform additional tests or consult a reference laboratory

Application: Putting Knowledge into Practice

  • Quality Control (QC)
    • Control Strains: Use known positive and negative control organisms for each instrument and test panel
    • Frequency: Perform QC according to the manufacturer’s recommendations (e.g., daily, weekly, with each new lot of reagents)
    • Documentation: Record QC results in a logbook or LIS
    • QC Failure: If QC fails, investigate the cause (e.g., reagent issues, instrument malfunction) and repeat the test with new reagents and/or a new control strain
  • Procedure
    1. Specimen Processing: Follow laboratory protocols for specimen collection, transport, and processing
    2. Gram Stain and Colony Morphology: Perform a Gram stain and observe colony morphology
    3. Inoculum Preparation: Prepare a pure culture of the organism according to the instrument’s instructions. Ensure the inoculum is of the correct density
    4. Instrument Setup: Follow the manufacturer’s instructions for setting up the instrument and preparing the test system (e.g., cuvettes, wells, or panels)
    5. Inoculation: Inoculate the test system with the prepared inoculum
    6. Incubation: The instrument automatically incubates the test system
    7. Reading and Analysis: The instrument automatically reads the results and analyzes the data
    8. Result Interpretation: Review the results (species identification, probability/confidence level, biochemical profile)
    9. Documentation: Record the results in the LIS
    10. Correlation: Correlate the results with the Gram stain, colony morphology, and other clinical information
    11. Reporting: Report the identification to the clinician
  • Examples of Automated Identification Systems
    • Vitek 2 (bioMérieux): Uses a miniaturized system with colorimetric and turbidimetric detection. Offers a wide range of identification and AST capabilities
    • MicroScan (Beckman Coulter): Uses a microdilution format with colorimetric detection. Offers a wide range of identification and AST capabilities
    • Phoenix (Becton Dickinson): Uses a combination of oxidation-reduction and colorimetric reactions. Offers identification and AST capabilities
  • Troubleshooting
    • Instrument Errors
      • Instrument Malfunction: Contact the manufacturer’s technical support
      • Maintenance Issues: Follow the manufacturer’s maintenance schedule
      • Calibration: Ensure the instrument is properly calibrated
    • Incorrect Results
      • Inoculum Issues: Verify inoculum purity and density
      • Reagent Problems: Check for expired reagents or improper storage
      • Database Limitations: Be aware of the limitations of the instrument’s database
    • Unidentifiable Organisms
      • Consult the database: The system may provide a limited number of possible identifications. If the organism is not in the database, manual testing or referral to a reference laboratory may be necessary
      • Consider atypical organisms: If the organism is unusual, it may not be identified by the instrument
      • Perform additional tests: If the identification is questionable, perform additional tests or consult a reference laboratory

Key Terms

  • Automated Identification Systems: Computer-controlled instruments that perform multiple biochemical tests and/or utilize advanced techniques to identify bacteria
  • High Throughput: The ability to process a large number of samples quickly
  • Spectrophotometry: The measurement of light absorbance or transmission
  • Nephelometry: The measurement of light scattering
  • Colorimetry: The detection of color changes
  • Fluorometry: The measurement of fluorescence
  • Impedance: The measurement of electrical resistance
  • Mass Spectrometry (MALDI-TOF): A technique used to identify bacteria based on their protein profiles
  • Inoculum: The material used to inoculate a culture medium or test system
  • Incubation: The process of maintaining a culture at a specific temperature and atmosphere to promote growth
  • Probability Percentage: A percentage indicating the likelihood of a correct identification
  • Confidence Level: A qualitative assessment of the certainty of the identification
  • Biochemical Profile: The results of individual biochemical tests
  • Antibiotic Susceptibility Testing (AST): Laboratory tests to determine the effectiveness of antibiotics against a bacterial isolate
  • Database: A collection of data used for identification
  • Quality Control (QC): Procedures used to monitor and ensure the reliability of laboratory testing
  • Control Strains: Known organisms used as positive and negative controls
  • Gram Stain: A differential staining technique used to classify bacteria based on their cell wall structure
  • Colony Morphology: The visual characteristics of bacterial colonies on solid media
  • LIS (Laboratory Information System): A computer system used to manage laboratory data
  • Aseptic Technique: Procedures used to prevent contamination
  • Turbidity: The cloudiness or haziness of a liquid, often indicating bacterial growth
  • Calibration: The process of adjusting an instrument to ensure accurate measurements
  • Maintenance: The routine care and upkeep of an instrument
  • Reagent: A substance used in a chemical reaction to detect or identify another substance
  • Atypical Organism: An organism that does not fit the typical characteristics of its species