
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
- 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
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Body Fluids - ≥1ml (anaerobic transport system)
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CSF - Bacteria & virus – ≥ 1ml
- Fungi & AFB – ≥ 2 ml
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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
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Urethra - Insert 2 – 4 cm into urethra for 2 – 3 secs.
- Or collect discharge
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Nasopharynx - Insert flexible swab thru nose – rotate for 5 secs.
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Urine
- Preferred – first morning specimen
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Sputum
- Preferred – First Early Morning Specimen
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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 assay | Feces (unpreserved) |
Sputum | Genital |
Unpreserved urine | Nasal, N/P, throat
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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 |
Level | Description | Specimens |
1 | Critical / Invasive | Amniotic fluid |
Blood |
Brain |
CSF |
Heart valves |
Pericardial fluid |
2 | Unpreserved | Body fluids (not listed for level 1) |
Bone |
Drainage from wounds |
Feces |
Sputum |
Tissue |
3 | Quantitation required | Catheter tip |
Urine |
Tissue for quantitation |
4 | Preserved | Preserved feces |
Preserved urine |
Swabs in holding medium (aerobic and anaerobic) |
Level 1 – critical; represent potentially life-threatening illness; from invasive source
Level 2 – unprotected; may quickly degrade or have overgrowth of contaminating flora.
Level 3 – require 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.
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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 |
Selective media – supports growth of one type or group of microbes but not another. |
Differential media – allows group of microbes based on different characteristics demonstrated on medium. Has dye or alcohol |
Enriched media/nutritive media – contains growth enhancers added to nonselective agar to allow fastidious organisms to flourish. |
Enrichment broth – liquid medium designed to encourage growth small numbers of particular organism while suppressing other flora. - LIM Broth
- Todd-Hewitt w/ CNA
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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
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SPECIMEN PREPARATION |
Forms of specimen arrive in lab |
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
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SWAB - inoculated directly to culture media
- Should be submitted on 2 swabs
- One – for culture media
- Another swab – for direct smear
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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
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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
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
- Anaerobes – cannot grow in presence of O2
- Atmosphere in anaerobe jars
- 5 – 10% H2
- 5 – 10% CO2
- 80 – 90% N2
- 0% O2
- Capnophiles –requires
- 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 technique – 5-7cm 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
- Small aliquots of fluid (0.1 – 0.2 ml) are placed into cytocentrifuge
holder
- Material is spun for 10 minutes
- Slide is removed. If deposit of cells is too heavy, a portion of cellular
deposition can be smeared
- Fixed and decontaminated in 70% alcohol for 5 mins.
Microscopy |
MAGNIFICATION - 100,000x – for viruses
- 1000x – for bacteria, fungi, parasites
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RESOLUTION - extent to which detail in the magnified object is maintained
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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.
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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)
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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
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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.
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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 bacilli | Report |
1 – 20 | Number seen |
21 – 80 | Few |
81 – 300 | Moderate |
>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.
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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