Collection, Transport, Processing, and Staining of Specimens

PRINCIPLES OF SPECIMEN COLLECTION

  • Major goal of microbiology laboratory – aid diagnosis of infectious disease
  • Goal of specimen collector – maintain viability w/ minimal contamination

FUNDAMENTALS

  • Collect in acute phase of infection and before antibiotics administration (or within 2-3 days for viral infection)
  • Correct anatomic site for collection
  • Proper technique and supplies w/ minimal contamination
  • Appropriate quantity of specimen
  • Container or transport medium designed to maintain viability of organism & avoid hazard from leakage.
  • Accurate labeling of spx. With:
    • Specific anatomic site
    • Patient’s info
  • Immediate transport of spx. to lab
  • Provide environment that won’t degrade suspected organism
  • Notify lab if unusual / agents of bioterrorism are suspected

COLLECTION PROCEDURE

  • Spx. should be collected in sterile containers
    • Except for stool
  • Swabs – not recommended
    • Don’t provide sufficient quantity
    • Easily contaminated
    • Can be dried out leading to organism loss
    • Often vortexed in 0.5 – 1ml of saline or broth for 10 – 20 secs. to
    • dislodge material from fibers.
    • Recommended for:
      • Upper respiratory tract
      • External ear
      • Eye
      • Genital tract
  • “wound” is not appropriate specimen label (exact site must be provided)

PATIENT-COLLECTED SPECIMEN

  • Most effective method for instruction – verbal and written instruction
NOTED SPECIMEN COLLECTION GUIDELINES

Blood Culture

  • Adult – 20 ml/ set
  • Children – 5 – 10ml/ set

Body Fluids

  • ≥1ml (anaerobic transport system)

CSF 

  • Bacteria & virus – ≥ 1ml 
  • Fungi & AFB – ≥ 2 ml

Fungal Scrapings

  • wipe nails & skins with alcohol
  • Hair – 10 – 12 hairs w/ intact shaft
  • Nails – clip affected area
  • Skin – scrape at outer edge of lesion

Urethra

  • Insert 2 – 4 cm into urethra for 2 – 3 secs.
  • Or collect discharge

Nasopharynx

  • Insert flexible swab thru nose – rotate for 5 secs.

Urine

  • Preferred – first morning specimen

Sputum

  • Preferred – First Early Morning Specimen

PRESERVATION, STORAGE, AND TRANSPORT

  • Primary Goal
    • Maintain specimen as near to its original state as possible w/ minimal deterioration
    • Prevent risk to specimen handler
  • Specmin should be transported to lab ideally within 30 minutes of collection, preferably within 2 hours

STORAGE

Specimens that can be maintained @ 4C for 24 hours 

  • Urine
  • Stool
  • Sputum
  • Swabs (not for anaerobes)
  • Catheters
  • Viral specimens

CSF – if not processed, stored @ 35C for 6 hours

SPECIMEN STORAGE GUIDELINES
REFRIGERATED ROOM TEMPERATURE
Catheter tip (IV) Abscess, lesion, wound
CSF for virus Body fluids
Ear: Outer CSF for bacteria
Unpreserved feces Ear: inner
Feces for Clostridium difficile toxin assayFeces (unpreserved)
Sputum Genital
Unpreserved urine

Nasal, N/P, throat

Tissue
Urine (preserved)
Suprapubic urine should be plate as soon as received.

PRESERVATION
Specimens that can be preserved by preservatives

  • Stool
  • Urine
  • Boric acid – used to maintain accurate urine colony count
  • Stool – can be refrigerated
    • If delayed for 2 hours – can be added to Cary-Blair Transport media
    • Stool for Clostridium difficile toxin assay
      • Can be refrigerated
      • If delayed >48 hours: Frozen @ -700C
  • Polyvinyl Alcohol / buffered formalin – for ova and parasite (O&P) exam

ANTICOAGULANT

  • Sodium Polyanethol Sulfonate (SPS) 
    • Most common anticoagulant used for microbiology spx. 
    • must not exceed 0.025% (wt/vol) 
      • Neisseria spp. & certain anaerobes are inhibited by higher concentration
  • Heparin – used for viral culture and isolation of Mycobacterium spp. from blood

HOLDING OR TRANSPORT MEDIA 

  • Usually contains substances that do not promote multiplication of microorganisms but ensure their preservation 
  • Available in swab collection system
  • Stuart’s and Amie’s Transport Medium – commonly used
  • JEMBEC (James E. Martin Biological Environmental Chamber) System
    • Used for specimens for N. gonorrhoeae
LEVELS OF SPECIMEN PRIORITIZATION
LevelDescriptionSpecimens
1Critical / InvasiveAmniotic fluid
Blood
Brain
CSF
Heart valves
Pericardial fluid
2UnpreservedBody fluids (not listed for level 1)
Bone
Drainage from wounds
Feces
Sputum
Tissue
3Quantitation requiredCatheter tip
Urine
Tissue for quantitation
4PreservedPreserved feces
Preserved urine
Swabs in holding medium (aerobic and anaerobic)

Level 1critical; represent potentially life-threatening illness; from invasive source
Level 2unprotected; may quickly degrade or have overgrowth of contaminating flora.
Level 3require quantitation; may affect accuracy of quantitation if delayed.
Level 4 – spx. in holding or transport media

UNACCEPTABLE SPECIMENS

  • Info on request form doesn’t match to spx. 
  • Not submitted in appropriate transport container or leaking container 
  • Inadequate quantity of spx. 
  • Spx. transported >2 hours; not preserved 
  • Received in formalin 
  • Requesting anaerobic culture in spx. in w/c anaerobes are indigenous 
  • Dried up spx. 
  • More than 1 source was submitted from the same specimen. Blood culture are exception 
  • One swab was submitted with multiple requests for various organisms.

NOTE:

  • Never discard an unacceptable spx. before contacting a member of health care team.
  • Specimen that impossible to recollect / require patient to undergo invasive procedure may need to be processed regardless of the situation.

MACROSCOPIC EXAMINATION 

  • Swab or Aspirate 
  • Stool Consistency 
  • Blood or Mucus present – part that is cultured and direct microscopic exam 
  • Volume 
  • Fluid – clear or cloudy
  • If presence of gas, foul smell, sulfur granules – ANAEROBIC CULTURE

MICROSCOPIC EXAMINATION Purpose: 

  • Determines quality of specimen 
  • Gives indication of infectious process involved. 
  • Guides routine culture workup based on the result of the smear 
  • Dictate the need for non routine or additional testing.
TYPES OF CULTURE MEDIA

Nonselective media – supports growth of most nonfastidious microbes

  • SBP

Selective media – supports growth of one type or group of microbes but not another. 

  • MAC 
  • CNA

Differential media – allows group of microbes based on different characteristics demonstrated on medium. Has dye or alcohol 

  • SBA

Enriched media/nutritive mediacontains growth enhancers added to nonselective agar to allow fastidious organisms to flourish. 

  • Blood agar
  • chocolate agar

Enrichment brothliquid medium designed to encourage growth small numbers of particular organism while suppressing other flora.

  • LIM Broth
  • Todd-Hewitt w/ CNA

Broth media – supplement to agar plates to detect small numbers of most aerobes, anaerobes and microaerophiles o

  • Thioglycollate broth 
  • Brain-Heart Infusion Agar 
  • Tryptic Soy Broth
SPECIMEN PREPARATION

Forms of specimen arrive in lab 

  • Fluid 
  • Swab 
  • Tissue

FLUID

  • Inoculated directly to selected media o
    • Sterile body fluids 
    • Pus 
    • Urine 
    • Sputum 
  • Large volume of sterile body fluids 
    • If >1 ml – centrifuged @ 3000x g for 20 minutes 
    • If consistency is thin enough to avoid filter clogging 
      • Nalgene filter can be used

SWAB

  • inoculated directly to culture media
  • Should be submitted on 2 swabs

    • One – for culture media
    • Another swab – for direct smear

TISSUES 

  • Can be prepared thru homogenization for culture 
    • It can destroy certain organisms 
  • Can be minced w/ sterile scissors and forceps into small pieces for culture

ISOLATION TECHNIQUE 

  • General purpose Isolation Streak 
    • Yields semiquantitative estimate of growth 
    • Useful for most specimen
    • Grading 
      • 1st quadrant – 1+ (light growth) 
      • 2nd and 3rd quadrant – 2+ (moderate growth) 
      • 4th quadrant – 4+ (heavy growth) 
  • Quantitative isolation 
  • For urine specimen & tissue from burn patients 
  • Uses calibrate loops
    • 0.01
    • 0.001

INCUBATION

  • 35 – 37°C – bacteria, AFBs, & viruses 
  • 28 – 30°C – fungi 
  • Most routine bacterial cultures are held for 48 – 72 hours 
  • Anaerobes and broth cultures – held for 5 – 7 days
  • Aerobes – grow in ambient air 
    • 21% O2 
    • 0.03% CO2
  • Anaerobes – cannot grow in presence of O2
  • Atmosphere in anaerobe jars
    • 5 – 10% H2
    • 5 – 10% CO2
    • 80 – 90% N2
    • 0% O2
  • Capnophiles –requires
    •  5 – 10% CO2
    • 15% O2
  • Candle Jar atmosphere 
    • 3% CO2
    • Examples: H. influenzae; N. gonorrhoeae
  • Microaerophiles – grows in 
    • reduced O2 (5 – 10%) 
    • increased CO2 (8 – 10%)
    • Example: Campylobacter jejuni; Helicobacter pylori

NONROUTINE SPECIMENS 

  • Implant soak solution 
    • Requires large volume and 
    • Concentration 
  • Water sterility specimen 
    • Requires concentration 
      • Millipore Sampler – Uses 18ml of water 
  • Intrauterine device 
    • Cultured for detection of Actinomyces spp. 
    • Inoculated into THIO 
  • Vascular Catheter tips 
    • Use for catheter-related infection 
    • Uses Maki roll technique
      • Maki roll technique5-7cm segment of catheter is rolled of a blood agar plate 4 times
Critical Values in Microbiology
Positive blood culture
Positive CSF gram stain or culture
Positive cryptococcal antigen test or culture
Positive blood smear for malaria
Streptococcus pyogenes from a sterile site
Positive acid-fast smears or positive
Mycobacterium culture.
Streptococcus agalactiae or herpes simplex
virus from genital site of pregnant woman at
term
Detection of significant pathogen

SMEARS

Smears for Swab 

  • Should not be prepared from swab after used to inoculate culture media. (2 swabs are submitted) 
  • Prepared by rolling the swab back and forth over contiguous areas of the glass slide to deposit a thin layer of sample material.

Smears from thick liquid 

  • Swab method – swab is immersed in specimen for several seconds 
    • Used to prepare thin spread of material in the glass slide

Smears from thick, granular, mucoid materials 

  • Opaque material must be thinly spread
  • Most desirable to have both thick and thin areas 
  • Granules must be crushed – to assess their makeup 
    • Too hard granules – probably don’t represent infectious material

Smears from Thin Fluids 

  • Should be dropped but not spread on slide 
  • Cytocentrifugation – preferred for this type of specimen.
    • Excellent for nonviscous fluids (CSF, BAL)
    • PROCEDURE
      1. Small aliquots of fluid (0.1 – 0.2 ml) are placed into cytocentrifuge
        holder
      2. Material is spun for 10 minutes
      3. Slide is removed. If deposit of cells is too heavy, a portion of cellular
        deposition can be smeared
      4. Fixed and decontaminated in 70% alcohol for 5 mins.
Microscopy

MAGNIFICATION

  • 100,000x – for viruses
  • 1000x – for bacteria, fungi, parasites

RESOLUTION 

  • extent to which detail in the magnified object is maintained

CONTRAST 

  • needed to make objects stand out from the background; achieved by staining technique – highlights organisms and allow them to be differentiated. 
  • If staining is absent – reduce diameter of microscope aperture diaphragm, increasing contrast at the expense of the resolution.

FLUORESCENT MICROSCOPY 

  • Uses fluorescent microscope 
  • Uses certain dyes – fluors or fluorochromes
  • Color of fluorescent light depends on:
    • Dye 
    • Light filters
    • Acridine orange, auramine, FITC 
      • Requires blue excitation light (450- 490λ)
    • Calcofluor White 
    • Requires violet excitation light (355-425λ)

TECHNIQUES 

FLUOROCHROMING 

  • fluorescent dye is used alone 
  • direct chemical interaction between dye and component of bacterial cell 
  • Most Common Methods: 
    • acridine orange 
      • binds to DNA & RNA (bright orange) 
      • used in blood cultures 
      • used also in Mycoplasma 
    • auramine-rhodamine stain 
      • for mycolic acids in cell walls of mycobacteria (bright yellow/ orange in greenish background) 
    • calcofluor white 
      • binds to cell wall of fungi 
      • also used to visualize microsporidia

IMMUNOFLUORESCENCE 

  • fluorescent dyes have been conjugated to specific antibodies o
  • Fluorescein isothiocyanate (FITC) – most commonly used for conjugation to antibodies (apple-green fluorescence)

DARK-FIELD MICROSCOPY 

  • Condenser does not allow light to pass directly through the specimen but directs the light to hit the specimen at an oblique angle. 
  • Used to detect bacteria that has: 
    • Thin dimensions 
    • Can’t be seen in light microscopy
    • Difficult to grow in culture
    • Example -Treponema pallidum

ELECTRON MICROSCOPY 

  • Uses 
    • Electron – visualize small objects 
    • Focused on electromagnetic fields to form an image on fluorescent screen 
    • Powerful research tools. 
    • Not needed for laboratory diagnosis of most infectious disease.
  • Allows magnification in excess of 100,000x 
  • GENERAL TYPES 
    • Transmission electron microscope (TEM) – allows visualization of internal structures 
    • Scanning Electron Microscope (SEM) – scan surface of objects; provides 3D views of surface structures.

SMEARING

Reasons why organisms grow in culture that was not seen in Direct Smear 

  • Slow-growing organism was present 
  • Patient receiving antibiotic treatment – prevents growth of organism 
  • Specimen was not appropriately processed 
  • Organism is no longer viable 
  • Organism requires special media for growth.

DIRECT SMEAR 

  • preparation of primary clinical sample received in the laboratory for processing. 
  • Provides mechanism to identify number & type of cells present in specimen.

INDIRECT SMEAR

  • When
    • Primary sample has been processed in culture 
    • smear contains organisms following purification or growth on artificial media.

STAINS 

  • Simple stains – directed toward coloring the forms and shapes present 
  • Differential stains – directed toward coloring specific components present 
  • Diagnostic antibody or DNA probe-mediated stain 
    • Specific at identification of organism
  • Gram stain (by Hans Christian Gram, 1884) 
    • Fixative – heat / methanol 
    • Primary stain – crystal violet (hexamethyl-p-rosanaline chloride) – (30 secs.) 
    • Mordant – Gram’s iodine (no water rinse employed; 30 – 60 secs.) 
    • Decolorizer – alcohol-acetone (quick) 
    • Counterstain – Safranin (1 minute)

Quantitation of Organisms in Gram Stain
Many 4+ 10-20 / OIO
Moderate 3+ 6-10 / OIO
Few 2+ 3-5 / OIO
Rare 1+ <10 on complete smear
Quantitation of Cells in Gram Stain
Many 4+ ≥25 / LPO
Moderate 3+ 10-25 / LPO
Few 2+ 2-10 / LPO
Rare 1+ <2 / LPO
None  

Precaution 

  • If crystal violet rinsed too vigorously before complexed with iodine 
    • wash away and leave poor/no staining of gram-negative organism 
  • If decolorizer is too vigorous or prolonged 
    • Gram-positive complex will be removed; gram-positive organism will not stain. 
  • Decolorizer is insufficient 
    • False gram-positive organisms in thicker areas of sample 
  • Presence of inflammatory cells – key indicator of infectious process.
BASIC FUCHSIN – alternative counterstain for faintly-staining gram negative organisms (ex. Campylobacter; Helicobacter)

ACID FAST STAINING

  • Most common Acid-Fast staining methods 
    • Auramine-rhodamine 
    • Ziehl-Neelsen 
    • Kinyoun 
  •  

Fluorescent Stain 

  • Primary stain – auramine-rhodamine T stain (25 mins.) 
  • Decolorizer – 0.5% acid alcohol (2 mins) 
    • (0.5% HCl in 70% alcohol) 
  • Counterstain – potassium permanganate (4 mins)
  • POSITIVE RESULT – BRIGHT YELLOW/ ORANGE against GREENISH BACKGROUND
REPORTING
No. of acid-fast bacilliReport
1 – 20 Number seen
21 – 80 Few
81 – 300Moderate
>300 Numerous

Ziehl-Neelsen Method (hot method)

  • Heat – allows penetration of stain into waxy surface of microorganism
  • Primary stain – carbolfuchsin (5 minutes)
  • Decolorizer – acid-alcohol (3% HCl in 95% ethanol)
  • Counterstain – methylene blue (1 min)

Kinyoun Method (cold method)

  • Primary stain – carbolfuchsin (5 mins.)
  • Decolorizer – acid-alcohol
  • Counterstain – methylene blue (1 min)

NOTE

  • has higher concentration of phenol in primary stain, therefore heat is not required.
  • Identification of a single acid-fast bacillus in a single sputum is considered diagnostic.

Modified Kinyoun Method (for partial acid fast) 

  • Primary stain – carbolfuchsin (5 mins.) 
  • Decolorizer – 1% sulfuric acid 
  • Counterstain – methylene blue (30 secs)

FUNGAL STAIN

Most common fungal stains are:

  • KOH
  • PAS 
  • Grocott’s Methenamine Silver Stain
  • Calcofluor White

Calcofluor White 

  • colorless dye 
  • binds to chitin and cellulose
  • for fungal elements 
  • fluoresce maximally at 440 nm
  • Evans Blue – counterstain
    • RESULT: fungi appears bright apple-green / blue-white fluorescence