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Chloe Etienne, Allan Gandy, Diana Davis, and Aiguo Zhang, Bio-Rad Laboratories, Inc., 2000 Alfred Nobel Drive, Hercules, CA 94547 USA
Introduction
The Bio-Plex suspension array system is an integrated system consisting
of hardware, software, and assay kits. The system employs bead-based Luminex
technology to simultaneously analyze up to 100 targets in a single microplate
well. The Bio-Plex validation kit is a tool designed for operational qualification
of the system. The kit validates the performance of the fluidics and optics
systems, the two primary components of the suspension array reader. A
high correlation exists between the validation kit parameters and assay
performance; therefore, proper validation of the system is essential for
ensuring optimal assay performance. In this technical study, the optics
system of a reader was deliberately misaligned to varying degrees to demonstrate
the effect of a poorly maintained system on assay performance. At varying
degrees of misalignment, reporter channel performance was evaluated using
the Bio-Plex validation kit. The effect of misaligned optics was further
illustrated by analyzing a 3-plex cytokine assay at each degree of system
misalignment.
Validation Kit Parameters
Qualification of analytical instruments is a formal process of documenting
that an instrument is fit for its intended use and that it is kept maintained
and calibrated (Bedson and Sargent 1996). The Bio-Plex validation kit
is used for operational qualification of the Bio-Plex suspension array
system. The validation kit consists of four sets of beads that are used
to evaluate the performance parameters listed in Table 1.
The reporter validation test is designed to confirm that the reporter channel is correctly measuring assay signals by simulating the results of a typical assay. This test utilizes a set of beads containing various intensities of a dye similar to R-phycoerythrin, the fluorochrome used in Bio-Plex assays.*
The fluorescence of each bead within the set is expressed as molecules of equivalent soluble fluorescence, or MESF, a unit that corresponds to the fluorescence intensity of a given number of pure fluorochrome molecules in solution (Henderson et al. 1998). The beads are analyzed on the Bio-Plex system and a plot of fluorescence intensity versus concentration is created. The plot is used to calculate a series of parameters that are typically used to evaluate assay performance, including dynamic range, accuracy, linearity, sensitivity, and slope. Table 2 lists each of the parameters and their respective definitions.
Methods and Results
Effect of Misaligned Optics on Reporter Channel Performance
If the Bio-Plex system is moved or jarred, its optics may become misaligned,
adversely affecting assay results. To demonstrate this phenomenon, the
optics path of the reporter channel of a Bio-Plex system was deliberately
misaligned to different degrees. The degree of misalignment of the system
was verified using the reporter channel %CV of the optics validation test
(7.6%, 10.5%, 16.0%, and 18.0%). A reporter channel %CV of <10% is
considered acceptable. At each degree of misalignment, a reporter validation
test was performed and each of the reporter validation parameters (dynamic
range, linearity, accuracy, slope, and sensitivity) was evaluated to assess
the effect of optics misalignment on reporter channel performance, as
shown in Table 3. In each case where the optics validation test fell outside
acceptable specifications, certain parameters of the reporter validation
test also showed unacceptable results. The slope decreased when the reporter
%CV increased to 16%. When the slope decreased, the dynamic range also
decreased. Sensitivity was significantly reduced at a reporter %CV of
16%. The accuracy was affected most significantly, with a value outside
of acceptable specifications when the reporter %CV was >10.5%. These data
indicate a high correlation between optics alignment and reporter channel
performance.
Effect of Misaligned Optics on Cytokine Assay Performance
The effect of misaligned optics was also analyzed using a 3-plex cytokine
assay (IL-6, IL-8, and GM-CSF) on a system at varying degrees of misalignment.
The same parameters measured in the reporter validation kit were also
evaluated for actual assays, including sensitivity, slope, and dynamic
range. More specifically, five parameters were evaluated: 1) limit of
detection (LOD) as defined by 3 standard deviations (SD) above the mean
of the background, 2) low fluorescence intensity signal (equal to background),
3) high fluorescence intensity signal (10,000 pg/ml standard concentration),
4) dynamic range of the standard curve, and 5) signal-to-noise ratio of
the 3.9 pg/ml standard. The results of the analyses of the three cytokines
are shown in Table 4. When the optics alignment and reporter validation
values fell outside acceptable specifications, the assay parameters changed
significantly (Table 3). The signal-to-noise ratio and dynamic range were
affected, while the LOD remained constant for two of the three cytokines.
As the instrument was misaligned to a greater degree (that is, the reporter
%CV increased), the overall signal of the assay decreased across the entire
standard curve. This is evident when comparing the low and high assay
signals for all three cytokines. For example, the IL-6 assay showed a
reduction in relative fluorescence intensity of the 10,000 pg/ml standard
from 26,060 to 3,698 when the instrument was misaligned to a reporter
channel %CV of 18%. As the overall signal of the assay decreased, the
slope decreased significantly and the dynamic range of the assay also
decreased. These parameters indicate that assay performance is significantly
negatively affected by misalignment of the optics.
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The effects of misalignment on assay performance are further shown when comparing the standard curves from each of the three cytokines (see figure). The standard curve for all three cytokines was shifted downward even when the reporter %CV was shifted from 7.6% to 10.5%.
Discussion
A number of conclusions may be drawn from this study. When a system is
misaligned and the optics validation is affected (as determined by the
optics validation reporter %CV), reporter validation parameters are also
affected, indicating a high correlation between the optics and reporter
validation parameters. The performance of a cytokine assay is affected
in the same manner as the reporter validation kit parameters, indicating
that the validation kit parameters correlate with cytokine assay performance.
Finally, cytokine assay performance parameters are directly affected by
the alignment of the optics, indicating that proper validation of the
system is critical. Overall, these data suggest that the Bio-Plex validation
kit is an essential tool for validating the performance of the Bio-Plex
system, thereby ensuring optimal assay performance.
References
Bedson P and Sargent M, The development and application of guidance on
equipment qualification of analytical instruments, Accred Qual Assur 1,
265274 (1996)
Henderson LO et al., Terminology and nomenclature for standardization in quantitative fluorescence cytometry, Cytometry 33, 97105 (1998)
Luminex is a trademark of Luminex Corporation. The Bio-Plex suspension array system includes fluorescently labeled microspheres and instrumentation licensed to Bio-Rad Laboratories, Inc. by the Luminex Corporation.
* The terms fluorophore, fluorochrome, and fluorescent dye are used interchangeably.
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