This page intentionally left blank District Laboratory Practice in Tropical Countries Part 2 Second Edition Monica Cheesbrough CAMBRIDGEUNIVERSITY PRESS Cambridge, New York, Melbourne, Madrid, Cape Town, Singapore, São Paulo Cambridge University Press The Edinburgh Building, Cambridge CB2 8RU, UK Published in the United States of America by Cambridge University Press, New York www.cambridge.org Information on this title: www.cambridge.org/9780521676311 © Monica Cheesbrough 2000, 2006 This publication is in copyright. Subject to statutory exception and to the provision of relevant collective licensing agreements, no reproduction of any part may take place without the written permission of Cambridge University Press. First published in print format 2006 ISBN-13 978-0-511-34842-6 eBook (EBL) ISBN-10 0-511-34842-8 eBook (EBL) ISBN-13 978-0-521-67631-1 paperback ISBN-10 0-521-67631-2 paperback Cambridge University Press has no responsibility for the persistence or accuracy of urls for external or third-party internet websites referred to in this publication, and does not guarantee that any content on such websites is, or will remain, accurate or appropriate. Every effort has been made in preparing this book to provide accurate and up-to-date information which is in accord with accepted standards and practice at the time of publication. Nevertheless, the authors, editors and publisher can make no warranties that the information contained herein is totally free from error, not least because clinical standards are constantly changing through research and regulation. The authors, editors and publisher therefore disclaim all liability for direct or consequential damages resulting from the use of material contained in this book. Readers are strongly advised to pay careful attention to information provided by the manufacturer of any drugs or equipment that they plan to use. Part 2 Contents Chapter 7 Microbiological tests 7.1 Microbiology practice and quality assurance in district laboratories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Pages 1–9 7.2 Features and classification of microorganisms of medical importance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9–35 7.3 Microscopical techniques used in microbiology. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35–45 7.4 Culturing bacterial pathogens . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45–62 7.5 Biochemical tests to identify bacteria. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62–70 7.6 Examination of sputum. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71–76 7.7 Examination of throat and mouth specimens. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76–79 7.8 Examination of pus, ulcer material and skin specimens. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80–85 7.9 Examination of effusions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85–90 7.10 Examination of urogenital specimens . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90–97 7.11 Examination of faecal specimens. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97–105 7.12 Examination of urine. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105–115 7.13 Examination of cerebrospinal fluid (c.s.f.). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116–124 7.14 Culturing blood. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124–130 7.15 Examination of semen. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130–132 7.16 Antimicrobial susceptibility testing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132–143 7.17 Water-related diseases and testing of water supplies. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143–157 7.18 Summary of the clinical and laboratory features of microorganisms Bacterial pathogens. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157–234 Fungal pathogens. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234–247 Viral pathogens. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 248–266 COLOUR SECTION. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . between p. 266 and p. 267 Chapter 8 Haematological tests 8.1 Haematology in district laboratories and quality assurance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 268–271 8.2 Functions of blood, haematopoiesis and blood disorders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 271–295 8.3 Collection of blood. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 295–299 8.4 Measurement of haemoglobin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 299–309 8.5 PCV and red cell indices. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 309–313 8.6 Counting white cells and platelets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 313–319 8.7 Blood films. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 319–329 8.8 Erythrocyte sedimentation rate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 329–331 8.9 Reticulocyte count. Methaemoglobin reduction test. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 331–334 8.10 Investigation of sickle cell disease . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 334–340 8.11 Investigation of bleeding disorders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 340–347 Chapter 9 Blood transfusion tests 9.1 Blood transfusion services at district level and quality assurance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 348–351 9.2 Blood donation and storage of blood . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 352–361 9.3 Blood grouping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 362–369 9.4 Compatibility testing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 369–378 Recommended Books. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 379 Details of Part 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 380 Appendix I Preparation of reagents and culture media. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 382–407 Appendix II Useful addresses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 410–416 Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 417–434 iii Preface Since the publication of the first edition of Part 2 District Laboratory Practice in Tropical Countries in 2000, the work of many district laboratories continues to be dominated by the on-going HIV/AIDS pandemic, increases in the prevalence of tuberculosis and other HIV-related infections and more recently, the requirement for laboratory monitoring of antiretroviral therapy. This new edition includes an update on HIV disease/AIDS, recently developed HIV rapid tests to diagnose HIV infection and screen donor blood, and current information on antiretroviral drugs and the laboratory monitoring of antiretroviral therapy. Information on the epidemiology and laboratory investigation of other pathogens has also been brought up to date. Several new, rapid, simple to perform immunochromatographic tests to assist in the diagnosis of infectious diseases are described, including those for brucellosis, cholera, dengue, leptospirosis, syphilis and hepatitis. Recently developed IgM antibody tests to investigate typhoid fever are also described. The new classification of salmonellae has been introduced. Details of manufacturers and suppliers now include website information and e-mail addresses. Websites are also included that provide up to date information on water and sanitation initiatives, and diseases such as tuberculosis, cholera, leptospirosis, mycetoma, HIV/AIDS and other sexually transmitted infections. Where required the haematology and blood transfusion chapters have been updated, including a review of haemoglobin measurement methods in consideration of the high prevalence of anaemia in developing countries. It is hoped that this new edition of Part 2 and recently published second edition of Part 1 District Laboratory Practice in Tropical Countries will continue to help and motivate those working in district laboratories and those responsible for the management of district laboratory services, training and continuing education of district laboratory personnel. Monica Cheesbrough, November 2005 iv Acknowledgements The author wishes to thank all those who have corresponded and contributed their suggestions for this second edition Part 2 District Laboratory Practice in Tropical Countries, particularly those working in district laboratories and training laboratory personnel in tropical and developing countries. Gratitude and thanks are also due to those who have helped to prepare the new edition: Mr Steven Davies, Microbiology Specialist Advisor, Institute of Biomedical Sciences (IBMS) for reading through and commenting on the microbiology chapter and contributing text on antimicrobials and the Etest. Also acknowledged for their suggestions are Mr Stephen Mortlock, Member of the IBMS Microbiology Advisory Panel and Mr Mark Tovey, Microbiology Department, Sheffield. Mr Simon Hardy, Senior Lecturer in Microbiology, University of Brighton, for also assisting in the revision of the microbiology chapter. Dr Eric Bridson, Microbiologist, for reading through the text and checking microbial nomenclature. Dr Mohammed Tofiq, NMK Clinic, for corresponding with the author and making suggestions for the microbiology text. In the preparation of the text covering laboratory monitoring of antiretroviral therapy, gratitude is expressed to Dr Jane Carter, AMREF, Nairobi, Dr Steve Gerrish, Kara Clinic, Lusaka, Major Peter Disney, Tshelanyemba Hospital, Zimbabwe and Mr Derryck Klarkowski, Laboratory Specialist, Médecins Sans Frontières, for their helpful contributions. Dr Henk Smits, Molecular Biologist, Biomedical Research Royal Tropical Institute, Amsterdam, for supplying information on rapid tests for brucellosis and leptospirosis. Professor Asma Ismail, Director Institute for Research in Molecular Medicine, University Sains Malaysia, for providing text and artwork for the Typhirapid test. Ms M Marilyn Eales, Haematology Tutor, Pacific Paramedical Training Centre, Wellington, New Zealand, for reading through and commenting on the haematology and blood transfusion chapters. The author also wishes to thank Fakenham Photosetting for their careful and professional preparation of the new edition. Acknowledgements for colour artwork: These can be found on page 267. v MICROBIOLOGICAL TESTS 1 7 Microbiological tests develop and validate standard treatments and 7.1 control interventions, and ensure antimicrobial Microbiology practice drugs are purchased appropriately and used and quality assurance in district correctly. laboratories Infections are particularly prevalent where poverty, malnutrition, and starvation are greatest, sanitation is inadequate, personal hygiene poor, water supplies are unsafe or insufficient, health provision the least In tropical and developing countries, there is an developed, and disease control measures are lacking urgent need to strengthen clinical microbiology and or ineffective. public health laboratory services in response to: War and famine in developing countries have (cid:2) The high prevalence and increasing incidence of greatly increased the number of people that have become refugees, suffer illhealth and die prema- infectious diseases. turely from infectious diseases. HIV disease/AIDS, acute respiratory tract infections In rural areas, distances to health centres and (particularly pneumonia), typhoid, cholera, dysentery, hospitals are often too great to be travelled by tuberculosis, meningitis, whooping cough, plague, patients or mothers with young children requiring sexually transmitted diseases (including gonorrhoea and syphilis), viral hepatitis, yellow fever, dengue, and viral immunization. haemorrhagic fevers are major infectious diseases that In many countries, increasing urbanization has cause high mortality and serious ill health in tropical and resulted in an increase in the incidence of diseases developing countries. Climatic changes, particularly associated with inadequate and unsafe water, poor global warming and extreme rainfall, are increasing the distribution of some infectious diseases, especially those sanitation, and overcrowded living conditions. that are mosquito-borne and water-borne. In areas of high HIV prevalence, major (cid:2) The threat posed by the re-emergence and rapid pathogens such as M. tuberculosisand Streptococcus pneumoniae and a range of opportunistic pathogens spread of diseases previously under control or in associated with immunosuppression, are responsible decline such as tuberculosis, plague, diphtheria, for infections, often life-threatening, in those infected dengue, cholera and meningococcal meningitis. with HIV. (cid:2) The emergence of opportunistic pathogens This subunit includes information on: associated with HIV, new strains of pathogens such as Vibrio cholerae serotype 0139 and ● Clinical microbiology and public health labora- viruses causing severe acute respiratory tory activities at district level. syndrome (SARS) and avian influenza. ● Quality assurance and standard operating procedures (SOPs) in microbiology. (cid:2) The rapid rate at which bacterial pathogens are ● Collection of microbiological specimens. becoming resistant to commonly available and ● Safe working practices. affordable antimicrobials. Drug resistance is causing problems in the treatment and control of infections caused by pathogens such as CLINICAL MICROBIOLOGY AND PUBLIC HEALTH Streptococcus pneumoniae, Haemophilus influenzae, LABORATORY ACTIVITIES AT DISTRICT LEVEL Staphylococcus aureus, Pseudomonas aeruginosa, Neisseria gonorrhoeae, and enterococci. Some strains of A network of district microbiology and regional M.tuberculosishave developed multi-drug resistance. public health laboratories is needed to provide to the (cid:2) The need for reliable microbiological data to community, accessible microbiological services. 7.1 2 DISTRICT LABORATORY PRACTICE IN TROPICAL COUNTRIES Important: District laboratories require the support of which require microbiological investigations based the regional public health laboratory in the prep- on a consideration of: aration and implementation of microbiological – local disease patterns, standard operating procedures (SOPs), safe working – clinical relevance and frequency of isolation, practices, on-site training, quality assurance, and – severity of disease and outcome, provision of essential supplies (e.g. reagents, culture – possibility of effective intervention, media, controls, antisera). – need for surveillance to monitor drug resistance and epidemic potential, Operating microbiological laboratory services – cost benefit ratio of isolation and, or, identifi- with minimal resources cation, The high cost of culture media and reagents, lack – laboratory capacity and resources available, of a rational approach to the selection and use of – availability of trained personnel to perform microbiological investigations, and a shortage of microbiological investigations and ensure the trained technical staff and clinical microbiologists are quality of work and reports. important factors in preventing the establishment Such an approach helps to target resources where and extension of essential microbiological services in they are most needed, enables a list of essential developing countries. culture media and diagnostic reagents to be To ensure the optimal use of available resources, identified, sourced and costed, and training in micro- it is important for health authorities to identify those biology techniques and their application to be more pathogens of greatest public health importance specific. QUALITY ASSURANCE AND SOPs IN MICROBIOLOGY Providing appropriate, reliable and The principles of quality assurance (QA) and general affordable microbiological services guidelines on how to prepare standard operating Laboratory personnel, clinicians, community procedures (SOPs) are described in subunit 2.4 in health officers and sanitary officers must work Part 1 of the book. closely together in deciding the microbiological services that are required and ensuring the services provided are appropriate, reliable, and Need for quality assurance and SOPs in affordable. microbiology This involves identifying: Microbiological investigations are important in ● The infectious diseases that require labora- the diagnosis, treatment, and surveillance of tory investigation (priority pathogens). infectious diseases and policies regarding the ● Role of district laboratories in surveillance selection and use of antimicrobial drugs. It is therefore essential that test reports: work and the investigation of epidemics. ● Techniques (SOPs) to be used to collect – are reliable, – standardized, specimens, identify pathogens and perform – provide the information that is required at antimicrobial susceptibility tests. the time it is needed, ● Most appropriate systems for reporting and – in a form that can be understood. recording the results of microbiological Quality assurance is also required to minimize investigations, collating and presenting data waste and ensure investigations are relevant for surveillance purposes. and used appropriately. ● Quality assurance. ● Training requirements, supervision, and on- going professional support. WHO in its publication Basic laboratory procedures ● Equipment and microbiological supplies in clinical bacteriology1 states that quality assurance needed and systems for distribution of in microbiology must be: supplies. – comprehensive: to cover every step in the cycle ● Costs involved. from collecting the specimen to sending the final report to the doctor as shown opposite; 7.1
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