Вы находитесь на странице: 1из 548

EXPRESSPLUS

Operators Manual

2000 Bayer Corporation.


All rights reserved.
107098 Rev. B, 1/2000

DEC is a trademark of Digital Equipment Corporation.


664 Fast 4 is a trademark of Bayer Corporation.
IBM is a trademark of International Business Machine Corporation.

All Rights Reserved


No part of this manual or the products that it describes may be
reproduced by any means, or in any form, without prior written
consent from Bayer Corporation.
Printed in the U.S.A.
The information in this manual was correct at the time of printing.
However, Bayer Corporation continues to improve products and
reserves the right to change specifications, equipment, and
maintenance procedures at any time without prior notice.

Contents-1

Contents

Page

Preface

Preface-1

1 Using This Manual

1-1

About This Section

1-3

Who Should Read This Manual

1-3

How to Find the Information

1-4

Conventions Used in This Manual

1-5

Special Terms Used in This Manual

1-6

Labels Used on the System

1-7

Other Express Plus Documents

1-8

2 Understanding the Express Plus

2-1

About This Section

2-3

Intended Use

2-3

System Features

2-4

Bar Code Features

2-4

Reagent Carryover Reduction Feature

2-5

Dilution and Rerun Features

2-5

Data Management Features

2-6

Express Plus Subsystems: Principles of Operation


Sample and Reagent Transport Subsystem

2-8
2-9

Fluid Subsystem

2-12

Cuvette Subsystem

2-17

Photometer Subsystem

2-20

Communications Subsystem

2-22

Contents-2

Contents (Continued)

Page
Express Plus Subsystems: Principles of Operation (Continued)
User Interface Subsystem
Moving Through the Software

2-24
2-32

Screen Zones

2-34

Express Plus Programs

2-35

Operational Sequence

3 Understanding the System Calculations

2-37
3-1

About This Section

3-5

Calculating Absorbance

3-6

Blanks and Zero Calibrators

3-8

Polychromatics

3-8

Monochromatics

3-9

Common Bichromatics

3-9

Sample Blanking

3-9

Monochromatic Absorbance Check

3-10

Data Selection

3-11

Substrate Depletion

3-11

Outlier Rejection

3-11

Calculating Response Values

3-13

Kinetic Test Type

3-13

Endpoint Test Type

3-15

Two-Point Test Type

3-15

Contents-3

Contents (Continued)

Page

3 Understanding the System Calculations (Continued)


Calibration Methods

3-17

Linear Curve Types

3-17

Nonlinear Curve Types

3-22

Two-Point Normalization

3-26

Qualitative Curve Type

3-27

Summary of Curve Types

3-28

Summary of Error Flags and Calibration Failures

3-29

Calibration Failures

3-30

Normalization or Reblanking Failures

3-30

Summary of Automatic Reruns

3-31

Summary of Control Rules

3-33

How the Express Plus Uses Control Rules

3-33

1-2s Rule

3-34

1-3s Rule

3-34

2-2s Rule

3-34

4-1s Rule

3-34

10x Rule

3-35

Using a Combination of Control Rules

3-35

Sample Interpretation

3-37

Special Considerations for Q.C. Statistics

3-40

Contents-4

Contents (Continued)

Page

4 Understanding the Express Plus Programs

4-1

About This Section

4-3

Using the Main Menu Programs

4-3

Worklist Program

4-7

Patient Results Program

4-11

Calibration Data Program

4-14

Q.C. Statistics Program

4-21

Definitions Program

4-32

Options Program

4-49

Diagnostics/Maintenance Program

4-57

Load Alternate Program

4-64

5 Setting Up the Express Plus

5-1

About This Section

5-3

Setting or Modifying Options

5-5

Selecting Definitions Program Options

5-11

Defining, Modifying, or Erasing Test Definitions

5-12

Defining Test Parameters

5-14

Defining Profiles

5-24

Defining Control Values

5-26

Defining Controls

5-27

Defining Calibrators

5-30

Defining Blanks

5-33

Contents-5

Contents (Continued)

Page

5 Setting Up the Express Plus (Continued)


Backing Up the Data Files

5-37

Restoring the Data Files

5-41

6 Operating the Express Plus

6-1

About This Section

6-5

Operating Summary

6-5

Operating the Express Plus

6-7

Starting Up

6-11

Priming the System

6-13

Preparing the Worklist

6-14

Erasing a Stored Worklist

6-14

Reviewing Calibration Status

6-15

Scheduling Samples in the Worklist

6-16

Entering Patient Demographics

6-20

Modifying the Worklist

6-21

Printing the Worklist

6-22

Loading the Sample Trays

6-23

Loading the Reagent Tray

6-24

Verifying System Conditions

6-25

Verifying Reagent Loading

6-26

Starting the Run

6-29

Installing the Next Sample Tray(s)

6-30

Loading Stats or Single Samples During a Run

6-31

Reviewing Scheduled Samples

6-33

Contents-6

Contents (Continued)

Page

6 Operating the Express Plus (Continued)


Automatically Rerunning and Diluting Samples

6-34

Manually Rerunning and Diluting Samples

6-36

Correcting Errors During a Run

6-37

Reviewing Run-time Results

6-39

Using the Patient Results Program

6-43

Reviewing Sample Results

6-43

Editing Sample Results

6-45

Printing Sample Results

6-47

Shutting Down

6-51

7 Using the Calibration Data and Q.C. Statistics Programs 7-1


About This Section

7-5

Defining Calibration Parameters

7-7

Defining Calibration Concentrations

7-8

Reviewing Calibration Status

7-10

Automatically Normalizing or Reblanking a Stored Curve

7-13

Managing Curve Data

7-14

Waiving an Expired Curve

7-16

Reviewing Run-Time Error Flags for Calibrators

7-17

Selecting Controls and Control Rules

7-21

Viewing or Modifying QCSystems Codes

7-24

Viewing Q.C. Data

7-26

Contents-7

Contents (Continued)

Page

7 Using the Calibration Data and Q.C. Statistics Programs


(Continued)
Viewing Q.C. Plots

7-28

Modifying Q.C. Data

7-30

Viewing Summary Statistics

7-33

Printing Q.C. Data Reports

7-35

Printing a QCSystems Report

7-39

Reviewing Run-time Error Flags for Controls

7-41

Deleting Data from the Q.C. Database

7-44

8 Using the HELP and STATUS Programs

8-1

About This Section

8-3

Using the Help Program

8-3

Using the Status Program

8-5

Using System Details

8-8

Using Reagent Status

8-11

Using Sample Status

8-14

Using Pending Status

8-17

Using Communications Status

8-20

9 Maintaining the Express Plus

9-1

About This Section

9-3

Performing Preventive Maintenance Tasks

9-4

Understanding the Hazards

9-5

Cleaning the System Cabinet and Screen

9-6

Cleaning the Sample Integrity Tray

9-7

Cleaning the Probe Tip

9-8

Contents-8

Contents (Continued)

Page
Performing Preventive Maintenance Tasks (Continued)
Performing a Precision Check

9-9

Cleaning the System Tubing

9-12

Cleaning the Fan Filters

9-14

Replacing the Wash and Waste Pump Tubing

9-16

Replacing the In-Line Filter

9-19

Cleaning the Digital Diluter Syringe

9-21

Performing Corrective Maintenance Tasks

9-26

Replacing the Lamp

9-27

Replacing the Fuses

9-31

Replacing and Calibrating the Probe Tip

9-32

Replacing the Digital Diluter Syringe

9-37

Filling the Water Bath

9-43

Replacing Printer Paper

9-45

Backing Up Data, System Calibration, and Program Files

9-46

Restoring Data or System Calibration Files

9-50

Resetting the System

9-52

10 Troubleshooting the Express Plus

10-1

About This Section

10-3

What to Do in Case of Trouble

10-4

Finding Status and Error Messages

10-5

Using the Status Program to Troubleshoot

10-11

Correcting System Status and System Detail Errors

10-13

Contents-9

Contents (Continued)

Page

10 Troubleshooting the Express Plus (Continued)


Correcting Reagent Status Errors

10-44

Reagent Status Calibration Failures

10-47

Reagent Status Normalization and Reblanking Failures

10-47

Correcting Sample Status Errors

10-48

Using Pending Status

10-52

Correcting Communications Status Errors

10-53

Correcting Run-time Errors

10-60

Correcting Error Conditions

10-64

Starting Up After a Power Failure

10-68

Starting Up After a Fatal Disk Error

10-70

Appendixes
A Glossary

A-1

B Safety Summary

B-1

C Service and Supplies

C-1

D Accessories and Options

D-1

E Specifications

E-1

F LIS Communications

F-1

G Relocation Instructions

G-1

Index

Index-1

Contents-10

Figures

Page
2-1

Express Plus

2-8

2-2

Sample Transport Components

2-10

2-3

Primary Sample Tube Tray and Sample Tray Cover

2-11

2-4

Reagent Tray and Transport

2-11

2-5

Wash and Waste Pumps and In-Line Filter

2-12

2-6

Distilled Water Bottle and Waste Bottle

2-13

2-7

Digital Diluter, Solenoid Valve, and Syringe

2-14

2-8

Probe Assembly

2-16

2-9

Cuvette Handling Components

2-18

2-10 Cuvette Waste Drawer and Biohazard Liner

2-19

2-11 Optical Assemblies

2-21

2-12 Communication Subsystem Components

2-22

2-13 Communication Ports (Right, Side Panel)

2-23

2-14 User Interface Subsystem Components

2-24

2-15 Floppy Disk Drive

2-26

2-16 Express Plus Function Keys and Cursor Keys

2-26

2-17 Express Plus Fixed-Function Keys

2-27

2-18 System Keys, Paper Advance Key, and System Printer

2-28

2-19 Screen Zones

2-34

2-20 Software Map for the Express Plus

2-35

2-21 Probe and Fluid Path

2-37

2-22 Cuvette Path

2-39

Contents-11

Figures (Continued)

Page
3-1

Outlier Rejection

3-12

3-2

Flowchart of Control Rule Evaluations

3-36

3-3

Control 1 Results

3-39

3-4

Control 2 Results

3-39

4-1

Main Menu Screen

4-3

4-2

Main Menu Programs and Functions

4-5

4-3

Worklist Program Map

4-7

4-4

Patient Results Program Map

4-11

4-5

Calibration Data Program Map

4-14

4-6

Q.C. Statistics Program Map

4-22

4-7

Definitions Program Map

4-33

4-8

Definitions/Tests/Parameters Screen (Defined Test)

4-35

4-9

Definitions/Profiles/Selection Screen (Example)

4-36

4-10 Definitions/Control/Limits Screen (Example)

4-37

4-11 Definitions/Calibrator/Concentrations Screen (Example)

4-38

4-12 Definitions/Blanks/Selection Screen (Example)

4-39

4-13 Options Program Map

4-49

4-14 Diagnostics/Maintenance Program Map

4-57

4-15 Precision Check Screen (Example)

4-59

4-16 Diagnostics Maintenance/Lamp Alignment Screen

4-60

4-17 Diagnostics Maintenance/System Version Screen (Example)

4-61

4-18 Diagnostics Maintenance/Probe Tip Calibration Screen

4-62

4-19 Load Alternate Program Map

4-64

4-20 Load Alternate Program Screen

4-64

Contents-12

Figures (Continued)

Page
5-1

Options/System Options Screen With Default Values

5-5

5-2

Options/Printing Options Screen (Example)

5-7

5-3

Options/Test Order Screen (Example)

5-9

5-4

Definitions/Tests Screen

5-12

5-5

Definitions/Tests/Parameters Screen (Defined Test)

5-14

5-6

Definitions/Tests (Ratio)/Parameters Screen

5-15

5-7

Definitions/Tests (Off-System)/Parameters Screen

5-15

5-8

Definitions/Tests/Reagents Screen (Example)

5-17

5-9

Definitions/Tests/Assay Order Screen (Example)

5-18

5-10 Definitions/Tests/Calibrator Concentrations Screen


(Example)

5-19

5-11 Definitions/Tests/Controls Screen (Example)

5-20

5-12 Definitions/Tests/QCSystems Screen

5-22

5-13 Definitions/Profiles Screen (Example)

5-24

5-14 Definitions/Profiles/Selection Screen (Example)

5-25

5-15 Definitions/Controls Screen (Example)

5-27

5-16 Definitions/Control/Limits Screen (Example)

5-29

5-17 Definitions/Calibrators Screen (Example)

5-30

5-18 Definitions/Calibrator/Concentrations Screen (Example)

5-31

5-19 Definitions/Blanks Screen (Example)

5-33

5-20 Definitions/Blanks/Selection Screen (Example)

5-34

5-21 Options/Disk Options Screen

5-39

6-1

Fixed Function and Cursor Keys

6-8

6-2

System Keys and Paper Advance Key

6-8

6-3

Startup Screen

6-11

6-4

Preparing the System

6-12

Contents-13

Figures (Continued)

Page
6-5

Worklist/Tests Screen (Example)

6-14

6-6

Sample Loadlist (Example)

6-22

6-7

Loading the Reagent Tray

6-24

6-8

Verifying Conditions and Supplies

6-25

6-9

Reagent Loading Screen (Example)

6-26

6-10 Worklist/Tests Screen (Example)

6-31

6-11 System Status/Pending Status Screen (Example)

6-33

6-12 System Status Screen (Example)

6-37

6-13 System Status/System Details Screen (Example)

6-38

6-14 Run-Time Report for Routine Samples (Example)

6-39

6-15 Patient Results Screen (Example)

6-43

6-16 Collated Patient Report (Example)

6-49

6-17 End-of-Day Cleaning

6-52

7-1

Definitions/Tests/Parameters Screen (Example)

7-8

7-2

Definitions/Tests/Calibrator Concentrations Screen


(Example)

7-9

7-3

Calibration Data Screen (Example)

7-10

7-4

Calibration Data/Parameters Screen (Example)

7-11

7-5

Calibration Data/Data Screen (Example)

7-14

7-6

Reagent Loading Screen (Example)

7-16

7-7

Run-Time Report (Calibrator and Error Log)

7-17

7-8

Definitions/Tests/Controls Screen (Example)

7-22

Contents-14

Figures (Continued)

Page
7-9

Definitions/Tests/QCSystems Screen

7-24

7-10 Q.C. Statistics/Data Screen (Example)

7-26

7-11 Q.C. Statistics/Levey-Jennings Screen (Example)

7-28

7-12 Q.C. Statistics/Data/Details Screen (Example)

7-30

7-13 Q.C. Statistics/Summary Statistics Screen (Example)

7-33

7-14 Q.C. Statistics/Data Screen with Print Functions (Example)

7-35

7-15 Example of Q.C. Data Report (F2 Test Excluded)

7-37

7-16 Example of a Levey-Jennings Report (F2 Control)

7-38

7-17 Q.C. Statistics/QCSystems Screen (Example)

7-39

7-18 QCSystems Report (Example)

7-40

7-19 Run-Time Report (Control Log and Error Log) (Example)

7-41

8-1

Help Screen for Main Menu/Patient Results

8-4

8-2

Status Program Map

8-5

8-3

System Status Screen (Example)

8-6

8-4

System Status/System Details Screen (Example)

8-8

8-5

System Details Options Map

8-8

8-6

System Status/Reagent Status Screen (Example)

8-11

8-7

Reagent Status Options Map

8-11

8-8

System Status/Sample Status Screen (Example)

8-14

8-9

Sample Status Options Map

8-15

8-10 System Status/Pending Status Screen (Example)

8-17

8-11 Pending Status Options Map

8-18

8-12 System Status/Communications Status Screen (Example)

8-20

8-13 Communications Status Options Map

8-21

9-1

Cleaning the Probe Tip

9-8

Contents-15

Figures (Continued)

Page
9-2

Precision Check Screen (Example)

9-9

9-3

Precision Check Result (Example)

9-11

9-4

Front Panel

9-12

9-5

Fan Filter (Right, Side Cover)

9-14

9-6

Fan Filter (view from system back cover)

9-15

9-7

Pump Cover Location

9-16

9-8

Wash and Waste Pump Tubing

9-17

9-9

Stretching the Pump Tubing

9-18

9-10 Removing the Probe Cover

9-19

9-11 In-Line Filter

9-20

9-12 Removing the Top, Front Cover

9-21

9-13 Digital Diluter Syringe

9-22

9-14 Adjusting the Syringe

9-23

9-15 Installing the Top, Front Cover

9-25

9-16 Installing the Probe Cover

9-25

9-17 Preparing for Lamp Replacement

9-27

9-18 Lamp Assembly

9-28

9-19 Adjusting the Lamp

9-30

9-20 Fuseholder Location

9-31

9-21 Removing the Probe Cover

9-32

9-22 Moving the Probe Up

9-33

9-23 Removing the Probe Tip

9-34

9-24 Installing a New Probe Tip

9-35

9-25 Probe Tip Calibration Screen

9-36

9-26 Probe Calibration Constants Report (Example)

9-36

Contents-16

Figures (Continued)

Page
9-27 Removing the Probe Cover

9-37

9-28 Removing the Top, Front Cover

9-38

9-29 Digital Diluter Syringe

9-39

9-30 Adjusting the Syringe

9-40

9-31 Installing the Top, Front Cover

9-41

9-32 Installing the Probe Cover

9-41

9-33 Filling the Water Bath

9-44

9-34 Installing the System Printer Paper

9-45

10-1 System Status Screen (Example)

10-11

10-2 System Status/System Details Screen (Example)

10-13

10-3 Correcting Cuvette Status Errors

10-22

10-4 System Status/Reagent Status Screen (Example)

10-44

10-5 System Status/Sample Status Screen (Example)

10-48

10-6 System Status/Pending Status Screen (Example)

10-52

10-7 System Status/Communications Status Screen (Example)

10-53

G-1

Preparing the System for Relocation

G-7

G-2

Removing the Bottles and Cuvette Waste Drawer

G-7

G-3

Installing Caps in the Water Bath Vent Holes

G-8

G-4

Connecting the Cables

G-9

G-5

Installing the Reagent Tray

G-11

G-6

Installing the Sample Tray

G-12

G-7

Replenishing the Supplies

G-13

Contents-17

Tables

Page
2-1

Sample and Reagent Transport Subsystem Components

2-9

2-2

Fluid Subsystem Components

2-12

2-3

Cuvette Subsystem Components

2-17

2-4

Photometer Subsystem Components

2-20

2-5

Communications Subsystem Components

2-23

2-6

User Interface Subsystem Components

2-25

2-7

System Key Functions

2-29

2-8

Guidelines for Moving Through the Software

2-32

2-9

Screen Components and Fixed-Function Keys

2-33

2-10 Status Zone Information

2-34

3-1

Summary of Curve Types

3-28

3-2

Error Flags for a Rate and/or Response

3-29

3-3

Error Flags for a Result

3-30

3-4

Automatic Reruns

3-31

3-5

Automatic Dilution and Rerun

3-32

6-1

Fixed-Function and Special Keys

6-7

6-2

System Key Functions

6-9

6-3

Automatic Reruns

6-34

6-4

Automatic Dilution and Rerun

6-35

6-5

Run-Time Report Flags for Routine Samples

6-40

7-1

Corrective Action: Schedule and Run the Calibrators

7-18

7-2

Corrective Action: Determine Cause of Error, Modify


Data, then Rerun Curve

7-19

7-3

Calibration Error Flags and Corrective Actions

7-20

7-4

Run-time Error Flags for Controls

7-42

Contents-18

Tables (Continued)

Page
9-1

Express Plus Preventive Maintenance Schedule

9-2

Fuse Ratings

10-1 Status and Error Messages

9-4
9-30
10-5

10-2 System Details Status Messages

10-14

10-3 System Status Errors

10-19

10-4 Reagent Status Errors and Flags

10-45

10-5 Sample Status Errors and Flags

10-49

10-6 Communications Status Messages and Errors

10-54

10-7 Run-time Report/Error Flags (All Sample Types)

10-60

10-8 Using System Keys to Correct Errors During Operation

10-65

10-9 Correcting General Error Conditions

10-66

C-1

Replacement Parts

C-5

C-2

Operator Service Kit Parts

C-6

C-3

Ordering Supplies

C-7

C-4

Ordering Accessories and Options

C-8

F-1

Communication Protocols

F-4

F-2

Pin Layout for Enabled Pins

F-5

F-3

Software Setup Options

F-6

G-1

Fuse Ratings

G-5

Preface-1

Preface
This manual accompanies your Express Plus cinical chemistry
system and serves two basic functions:
The first function of this manual is to teach new operators the

principles, correct operation, and preventive maintenance of


the Express Plus.
The second function of this manual is to provide ongoing

support for all operators of the Express Plus. For example,


this manual provides answers to detailed questions and also
provides troubleshooting information.
The first four sections of this mahual provide reference
information about the principles, calculations, and programs of
the Express Plus. Sections 5 through 9 provide step-by-step
instructions for operating the Express Plus. For complete
information about how to use this manual, refer to Section 1,
Using This Manual.
Revision B of the Express Plus Operators Manual was issued
January 2000.
This manual contains the following sections and appendixes:
Section 1

Using This Manual

Section 2

Understanding the Express Plus

Section 3

Understanding the System Calculations

Section 4

Understanding the Express Plus Programs

Section 5

Setting Up the Express Plus

Section 6

Operating the Express Plus

Section 7

Using the Calibration Data and Q.C. Statistics


Programs

Section 8

Using the HELP and STATUS Programs

Section 9

Maintaining the Express Plus

Section 10

Troubleshooting the Express Plus

Appendix A

Glossary

Appendix B

Safety Summary

Appendix C

Service and Supplies

Appendix D

Accessories and Options

Appendix E

Specifications

Appendix F

LIS Communications

Appendix G

Relocation Instructions

Preface

Using This Manual

1-1

1 Using This Manual

Page

About This Section

1-3

Who Should Read This Manual

1-3

How to Find the Information

1-4

Conventions Used in This Manual

1-5

Special Terms Used in This Manual

1-6

Labels Used on the System

1-7

Other Express Plus Documents

1-8

1-2

Using This Manual

Using This Manual

1-3

About This Section


This section explains how to use your Express Plus Operators
Manual, which is shipped with your Express Plus and contains
reference information about the Express Plus and procedures for
operating, troubleshooting, and maintaining the system.

Who Should Read This Manual


This manual contains information written for clinical laboratory
professionals to:
learn about the Express Plus hardware and software
customize system parameters and test parameters
perform daily operating tasks
maintain system files
perform system maintenance and troubleshooting

1-4

Using This Manual

How to Find the Information


This manual contains 10 major tabbed sections, plus 7
appendixes. Use this chart to find the information that you need:
If you want to . . .

Refer to section . . .

learn about the Express Plus features

2 Understanding the Express


Plus

learn about the Express Plus hardware,


software, or operating sequence

2 Understanding the Express


Plus

learn about the Express Plus test and


calibration calculations

3 Understanding the System


Calculations

learn how the Express Plus performs


control rule evaluations

3 Understanding the System


Calculations

learn about the Express Plus programs

4 Understanding the Express


Plus Programs

customize installation (system) options,


printing options, or test definitions for
your laboratory

5 Setting Up the Express Plus

use the Express Plus to perform your


routine, daily operating tasks

6 Operating the Express Plus

manage your calibration data and


quality control (Q.C.) statistics, and
print Q.C. reports

7 Using the Calibration Data


and Q.C. Statistics
Programs

use the Help program to obtain online


instructions for operating the system

8 Using the HELP and


STATUS Programs

use the Status program to troubleshoot


errors or obtain status information

8 Using the HELP and


STATUS Programs

perform routine and corrective


maintenance for the Express Plus

9 Maintaining the Express


Plus

find the meaning and corrective actions


for a Status error message

10 Troubleshooting the
Express Plus

correct a system error or problem

10 Troubleshooting the
Express Plus

learn the meaning of an unfamiliar


word used in this manual

Appendix A

Glossary

contact Bayer Diagnostics to order


supplies or obtain service for your
Express Plus

Appendix C

Service and
Supplies

interface your Express Plus to an


Laboratory Information System (LIS)

Appendix F

LIS
Communications

move your Express Plus to a new


location

Appendix G

Relocation
Instructions

Using This Manual

1-5

Conventions Used in This Manual


This manual uses certain typographical conventions to clarify
meaning in the text. Other conventions, such as symbols, are
used to help you identify the kind of information. This chart
explains the conventions used in this manual:
When you see . . .

Then . . .

all capital, italic letters in the


text, such as ENTER

press the key on the Express Plus


keyboard or the system key on the
front panel of the system that has
the label you see in the text

bold type in the text:


with a function key designation,
such as F1 Worklist

press the matching function key on


the system keyboard

describing a screen field or


value (Test Name or Gluc_HK),
or an error message (Error
detected Press Status)

this is the name of a field, a field


value, or a message that shows on
the system screen

WARNING

read the statement next to the


symbol. The statement is alerting
you to an operating hazard that can
cause personal injury.

BIOHAZARD

read the statement next to the


symbol. The statement is alerting
you to a potentially biohazardous
condition.

CAUTION

read the statement next to the


symbol. The statement is alerting
you to a possibility of product
damage or loss of data.

NOTE

read the statement next to the


symbol. The statement is alerting
you to information that requires
your attention.

1-6

Using This Manual

Special Terms Used in This Manual


In the text of this manual and on the Express Plus screen you will
read some special terminology related to your activities at the
Express Plus. This chart explains the meaning of those special
terms:
When you read . . .

It means . . .

type

to use the system keyboard to enter information


or data on the screen

scan

to pass the optional, hand-held bar code wand


across the printed bar codes on the Test
Scheduler, patient request, or primary sample
tube, to enter information requested by the
system

select

to make a choice from the available options by


moving the cursor to the option and pressing the
SELECT key

selected

the screen field described in the text is a selected


field. When you move the cursor to a field,
which shows on the screen as underlined, then
press SELECT, the field becomes a selected field.

highlighted
(reverse video)

the screen field described in the text is a selected


field. When you move the cursor to some fields
and press SELECT, the fields become highlighted
(dark text on a box of amber background) to
show that you selected the field. This is also
referred to as reverse video.

removed

the screen field described in the text is no longer


a selected field. When you move the cursor to a
highlighted or selected field, then press SELECT,
that field no longer shows on the screen as dark
text on an amber background, or as underlined.
This indicates that the item is no longer selected.

Using This Manual

1-7

Labels Used on the System


The labels attached to some system panels use symbols with the
text to clarify the meaning of the text. This chart explains the
symbols used on the labels:
When you see . . .

It means . . .
alternating current (AC)

protective conductor terminal

Warning: risk of electrical shock

Warning: risk of personal injury or equipment


damage (refer to your Express Plus Operators
Manual)

Biohazard Warning: risk of potentially


biohazardous infection

ON (Mains supply)
OFF (Mains supply)
Fuse

Keyboard
Bar Code Wand (Hand-held)
Printer

Water
This symbol indicates the system meets the
EMC Directive of the European Union.

This symbol indicates the system meets the


specifications of the Underwriters
Laboratories, Inc.

1-8

Using This Manual

Other Express Plus Documents


The Express Plus Operators Manual is part of the Express Plus
document set that is shipped with your system along with your
other user documents. Use the following chart to find
information that you need from the other Express Plus user
documents in the set:
If you need . . .

Then refer to . . .

a quick reference procedure for an


operating or maintenance task, or
a quick reference for troubleshooting an error message

Express Plus Quick Reference


Guide

a reagent application for a routine


chemistry for the Express Plus*

Express Plus Applications Guide

a therapeutic drug monitoring


(TDM) application or a drug of
abuse in urine (DAU) application
for the Express Plus*

Express Plus TDM/DAU


Applications Guide
(accompanies only the Express Plus
Drug Monitoring System)

procedures for installing (or


re-installing) the Express Plus
program software

Express Plus Software Installation


Instructions

* If you need additional information about a Bayer Diagnostics


reagent that you use on the Express Plus, refer to the product
insert that accompanies each reagent kit.

Using This Manual

1-9

Other Express Plus Documents (Continued)


Additional Express Plus user documents are shipped as part of
optional hardware accessory kits or software option kits.
Appendix D, Accessories and Options, in this manual, provides a
place for you to keep any addenda that you receive as part of a
hardware accessory or software option kit.
Use the following chart to find the information you need from
optional Express Plus user documents:
If you need . . .

Then refer to . . .

detailed information for writing an


interface protocol for interfacing
the Express Plus to a peripheral
device (for programmers)

Express Interface Specifications


Manual

detailed procedures for using the


Communications software option
and configuring your Express Plus
for communications

Express Communications Manual


and Express Plus Communications
Enabling Disk Instructions
(shipped with the
Communications software option)

detailed procedures for using the


sample tube tray, hand-held bar
code wand, and Test Scheduler

Express Plus Positive Sample


Identification (PSID) Addendum
(shipped with the Positive Sample
Identification software option)

detailed procedures for connecting


and using the external printer with
the Express Plus

Express Plus External Printer


Addendum
(shipped with the Express Plus
External Printer hardware option)

(shipped with the


Communications software option)

Using This Manual

Understanding the Express Plus

2-1

2 Understanding the Express Plus

Page

About This Section

2-3

Intended Use

2-3

System Features

2-4

Bar Code Features

2-4

Reagent Carryover Reduction Feature

2-5

Dilution and Rerun Features

2-5

Data Management Features

2-6

Express Plus Subsystems: Principles of Operation


Sample and Reagent Transport Subsystem

2-8
2-9

Fluid Subsystem

2-12

Cuvette Subsystem

2-17

Photometer Subsystem

2-20

Communications Subsystem

2-22

User Interface Subsystem

2-24

Hardware Accessories and Software Options

Moving Through the Software

2-30
2-32

Screen Zones

2-34

Express Plus Programs

2-35

Operational Sequence

2-37

2-2

Understanding the Express Plus

2 Understanding the Express Plus (Continued)


This section of the manual explains the various subsystems and
components of the Express Plus, like the hardware and software,
and explains how the system uses them to assay samples. Use this
chart to find the information that you need in this section.
If you want to learn . . .

Refer to . . .

about the Express Plus capabilites

Intended Use

about the Express Plus features

System Features

how the Express Plus uses its various


subsystems and components

Express Plus Subsystems:


Principles of Operation

about the sample and reagent


transports and how they handle
samples and reagents loaded on the
system

Sample and Reagent Transport


Subsystem

about the fluid subsystem and how it


aspirates and dispenses samples and
reagents, as well as moving other
fluids through the system

Fluid Subsystem

about the cuvette subsystem and how


it handles the cuvettes

Cuvette Subsystem

about the photometer subsystem and


how it measures reaction mixtures
and calculates results

Photometer Subsystem

about the communications subsystem


and how it manages the internal
system data

Communications Subsystem

about the user interface subsystem


and how its components form a
communication link between you and
the Express Plus

User Interface Subsystem

about the hardware accessories and


software options that you can
purchase for your Express Plus

Hardware Accessories and


Software Options

how the Express Plus software works,


and how you can move through the
software to perform tasks

Moving Through the Software

about the programs and functions


available on the Express Plus

Express Plus Programs

how the Express Plus uses its


subsystems and components to assay
samples

Operational Sequence

Understanding the Express Plus

2-3

About This Section


This section provides background information about how the
Express Plus operates and information to help you understand
and use the Express Plus hardware and software.

Intended Use
The Express Plus is a clinical chemistry system that measures and
quantitates concentrations of chemistry analytes in serum or
urine. The system is intended for use by clinical laboratory
professionals.
The Express Plus has the following system capabilities:
assays up to 180 tests per hour for single-reagent applications
accepts up to 26 reagents on-board at one time
allows you to load and assay stat patient samples and controls
allows you to enter requests for up to 360 samples and 48 tests
allows random-access and batch testing
automates pipetting and diluting samples and reagents, and

washing probes and tubing


uses a built-in bar code reader to scan reagents loaded on the

reagent tray
allows you to enter test requests from the keyboard, by using

an optional, hand-held bar code wand, or by downloading the


requests from a Laboratory Information System (LIS)
monitors and reports quality control data and statistics for up

to six controls per test


automatically dilutes and reruns samples, when required
provides online assistance through the integrated Help

program
provides current information about the operating status of the

system through the integrated Status program


provides real-time or collated printing of all results obtained

by the system
provides user interface software languages as a user-selectable

option
allows communication from three RS-232 ports

2-4

Understanding the Express Plus

System Features
The Express Plus uses extensive software functions for system
setup and verification, automated dilution and rerun of samples,
and data management. These major system features contribute to
the efficiency and ease of use of the Express Plus. The following
paragraphs explain these features of your system.

Bar Code Features

The Express Plus offers two bar code features. These features
reduce the sample and reagent identification errors by
eliminating or minimizing keyboard entry of information about
samples, reagents, and tests.
The bar code features include the reagent bar code scanner and
the optional, hand-held bar code wand and Test Scheduler.
Reagent Bar Code Scanner
The reagent bar code scanner is provided as standard hardware
on the Express Plus. The reagent bar code scanner allows the
system to verify reagent loading, reagent positions on the reagent
tray, and reagent bottle types before the start of each run.
Optional Bar Code Accessories
The optional, hand-held bar code wand and Test Scheduler are
provided as part of the Positive Sample Identification software
option. This option allows you to schedule samples and tests
with minimal keyboard entry, reducing typing errors and the
possibility of incorrect patient identification.
The bar code wand and Test Scheduler allow:
entry of requests into the worklist without typing at the

keyboard
control of sample placement on the sample tray
aspiration of samples directly from the patients primary

sample tubes
association of a unique bar-coded request number with the

patient sample, and association of patient results with the


corresponding bar-coded sample tube

Understanding the Express Plus

Reagent Carryover
Reduction Feature

2-5

The Express Plus can automatically wash probes and tubing


between the use of reagents that chemically interfere with one
another. This automated feature reduces the amount of reagentto-reagent carryover between tests. The system uses reagent or
system-distilled water to perform the number of wash cycles that
you define to occur between the interfering tests.
The Express Plus can use one or two wash cycles of reagent or
distilled water between tests. If you need to wash with a loaded
reagent, the system uses the reagent from the reagent tray to
minimize operator intervention during the run. If you need to
wash with water, the system automatically uses the distilled water
from the distilled water bottle to wash between interfering tests.

Dilution and Rerun


Features

The Express Plus offers automatic or manual dilution and rerun


features. You maintain control of the automatic operation by
defining a dilution rerun value in the test definition. You can
modify the defined rerun dilution ratio as required. You can
also manually dilute and rerun samples.
Automatic Dilutions and Sample Reruns
The Express Plus automatically dilutes and reruns samples
according to parameters that you define for each test. The
system automatically reruns any samples with results that are
above the concentration limit, or above or below the absorbance
limits that you define for the test, and automatically corrects the
result for the rerun dilution ratio.
If a sample requires dilution and rerun, the Express Plus
performs an automatic dilution according to the rerun dilution
ratio that you define for the test. The rerun dilution ratios you
can use are 1, 2, 5, or 10, depending upon the defined sample
volume for the test.
For example, if you define a rerun dilution of 1:2 for a test that
uses a 30 L sample volume, the system uses 15 L of sample, or
half the defined sample volume, to rerun the test.
If you have a test that uses a sample volume of 6 L, you cannot
use a rerun dilution ratio of more than 1:2, because the smallest
sample volume the digital diluter can use is 3 L. Any other
ratio would require a sample volume smaller than 3 L. In this
case, you can manually dilute the sample before you load it on
the system, then manually correct the result for the dilution.
To obtain more information about appropriate dilution ratios for
the tests you assay on the Express Plus, contact the
Bayer Diagnostics Technical Assistance Center.

2-6

Dilution and Rerun


Features
(Continued)

Understanding the Express Plus

Manual Dilutions and Sample Reruns


You can manually dilute samples that the Express Plus cannot
dilute automatically due to sample volume restrictions. If you
manually dilute a sample and load it on the sample tray, you
must then multiply the printed result by the appropriate dilution
factor to obtain the corrected result.
If an error flag prints with an automatic rerun result, you can
manually rerun that sample again. If the sample was diluted for
its first rerun, the Express Plus automatically dilutes the sample
before its manual rerun. You can also manually rerun samples
that did not have error flags associated with their results.

Data Management
Features

The Express Plus offers a variety of flexible data management


features. Some of the major features that offer flexibility in data
management are:

the printed results reports and error flags that print on those
reports

the quality control program, its control rule evaluation


methods, and the associated quality control reports

the ability to back up and restore all data files on the system

Results Reports
The Express Plus offers several options for printing patient
results and other results. Two kinds of result reports are
available: run-time reports or collated patient reports. Refer to
Section 5, Setting Up the Express Plus, for more information
about setting the options for your run-time and collated reports.
A run-time report contains the results for an individual test run
for a sample (for example, a Glucose HK result for sample
number 20). This report prints on the system printer or optional
external printer as the system calculates the result at the time of
the run. You can set the printing options for the run-time
reports and modify the option settings as required. Run-time
reports can include any combination of the following data:
patient results, calibration and control results, and/or result
(error) flags that print with the result and provide added
information about the result.
A collated patient report contains the results for all tests run for
a sample. This report can also include demographic information
about the patient. After the tests are completed for a sample,
you can instruct the Express Plus to print the collated report for
that sample. You can set the printing options for the collated
report to include routine samples and/or Stat samples, to contain
a customized report heading, and to print on the system printer
or optional external printer.

Understanding the Express Plus

Data Management
Features
(Continued)

2-7

Online Quality Control (Q.C.)


The Express Plus maintains an online quality control database of
cumulative data for up to six different controls per test. The
system calculates and maintains actual and lifetime summary
statistics for each control and test combination in the database.
The Q.C. Statistics program provides different data formats that
you can select to view Q.C. data:
the Data screen shows your Q.C. data in a tabular format
the Levey-Jennings screen shows the data on a Levey-Jennings

plot
the Summary Statistics screen shows the expected, actual, and

lifetime cumulative statistics for all of the controls defined for


a test
The stored data includes control results (data), statistics, and
Levey-Jennings plots, each of which are also available as printed
reports. The Q.C. Statistics program uses control rule analysis to
interpret and evaluate the Q.C. data at the time of the run. If a
control result violates a control rule that you define for the test
and control, the system flags the result on the run-time report.
An additional feature of this program is the Automatic Test
Shutdown option. When you enable this option, the system can
automatically stop assaying a test if the defined control rules are
violated.
Refer to Section 7 subtab, Defining Control Values/Managing
Q.C. Data, for more information about the Q.C. Statistics
program features.

Understanding the Express Plus

Sample and Reagent


Transport Subsystem

2-9

The sample and reagent transport subsystem identifies and


positions samples and reagents for testing. Table 2-1 explains
the sample and reagent transport subsystem components:
Table 2-1. Sample and Reagent Transport Subsystem Components
Component

Description and Function

Primary Sample Tube


Tray

the 20-position, optional sample tray, shown


in Figure 2-3, that holds and positions
centrifuged patient samples in their primary
sample tubes. The primary sample tube
tray can hold the following tube sizes:
13x75, 13x100, 16x75, or 16x100mm.

Sample Integrity Tray

the 40-position circular tray, shown in


Figure 2-2, that holds samples in plastic,
disposable sample cups and rotates each
sample to the sample aspiration position
during testing.

Sample Transport

an electromechanical device, shown in


Figure 2-2, that rotates the sample tray.
The sample transport has a molded base
that houses a motor assembly, a drive hub,
and a printed circuit board. The printed
circuit board has three optical detectors for
sensing the position of the sample transport.

Sample Integrity Tray


Cover

an amber, plastic cover that fits over the


sample tray, as shown in Figure 2-2. This
tray cover contains a felt material that,
when moistened, helps maintain the
integrity of the samples by reducing sample
evaporation.
(Continued on the next page)

NOTE

If you want to use standard sample cups for


controls and calibrators on the primary sample
tube tray, order primary sample tube inserts (part
number 1453x215 by calling Bayer Diagnostics at
1-800-255-3232.

Understanding the Express Plus

Fluid Subsystem

2-15

Table 2-2. Fluid Subsystem Components (Continued)

(Continued)
Component

Description and Function

Probe

the assembly, shown in Figure 2-8, that aspirates,


dilutes, and dispenses samples and reagents. The probe
comprises the following assemblies:
an aspiration tip consisting of a stainless steel tube

that holds the fluid, and a copper sleeve that


surrounds the stainless steel tube and preheats the
fluid. A fluid-level detector lead is also attached to
the copper sleeve.
a fluid-level detector wire senses the resistance

between the fluid level and the aspiration tip when


the aspiration tip and fluid-level detector wire are
immersed in fluid.
a fluid-level detector lead provides the electrical
connection between the fluid-level detector wire and
the probe body.
the probe body contains a coiled tube about 890 mm

(35 inches) long, surrounded by a temperaturecontrolled water chamber. A molded housing


encloses and insulates the water chamber.
an inlet port and an inlet/outlet port on the molded
housing at the top of the probe body. The inlet port
is used for the aspiration tubing and the coaxial
inlet/outlet port is used for the water bath.
a probe safety guard, which is a molded plastic cover
attached to the probe body. The safety guard
extends over the aspiration tip and fluid-level
detector wire to help protect you from puncture
wounds in a potentially biohazardous area.
a probe thermistor in the probe body senses the
temperature of the fluid in the probe water
chamber.

WARNING

The probe tip and fluid-level detector wire are


sharp and can cause puncture wounds. To
prevent injury to your hands or arms, exercise
caution when working around the probe without
the probe cover or probe safety guard installed.

BIOHAZARD

To prevent biohazard contamination, always


wear gloves, goggles, and appropriate protective
clothing when you work around or in the area
of the probe.

Understanding the Express Plus

Cuvette Subsystem

2-17

The cuvette subsystem positions and preheats the cuvettes in the


system, then uses the preheated cuvettes to hold the reaction
mixtures in the light path for measurement. Table 2-3 describes
the cuvette subsystem components:
Table 2-3. Cuvette Subsystem Components
Component

Description and Function

Cuvette Strips

the strips of disposable, molded acrylic, each


consisting of five connected cuvettes, shown
in Figure 2-9, that hold the reaction mixture
in the light path for measurement.

Cuvette Magazine

a disposable cartridge, shown in Figure 2-9,


that inserts 13 cuvette strips into the cuvette
feeder.

Cuvette Feeder

the device, shown in Figure 2-9, that moves


the cuvette strips into the cuvette track.
The cuvette feeder holds up to 39 cuvette
strips (3 rows of 13 strips, or 195 cuvettes).

Cuvette Preheater

an insulated, aluminum chamber, shown in


Figure 2-9, that heats or cools five cuvette
strips before they enter the cuvette track.
The cuvette preheater maintains the
temperature of the cuvettes at 30 or 37 C.

Cuvette Track

an insulated, aluminum chamber, shown in


Figure 2-9, that incubates the reaction
mixtures in the cuvettes at 30 or 37 C.
The cuvette strips move in the track from
the preheater to the read station, then to the
dispense station where the probe dispenses
the preheated reaction mixtures into the
cuvettes. The cuvettes continue to move
back and forth in the track until the
polychromator measures all of the reaction
mixtures in the cuvette strip.

Cuvette Edge Detector

an electronic device that senses the edge of


each cuvette well in a cuvette strip at the
read station, and triggers the polychromator
to begin measuring the reaction mixtures
contained in the cuvettes.
(Continued on the next page)

2-20

Photometer Subsystem

Understanding the Express Plus

The Express Plus photometer subsystem obtains photometric


data and determines the absorbance of the reaction mixtures.
Table 2-4 explains the photometer subsystem components:
Table 2-4. Photometer Subsystem Components
Component

Description and Function

Photometer Board

a printed circuit board that uses the following


assemblies to measure, at two wavelengths, the
amount of light that a sample transmits:
a photodiode array produces a current

proportional to the amount of light that falls


onto the array from a reaction mixture
(incident light). The diode array produces
current at the following wavelengths: 340, 380,
405, 510, 540, 570, and 600 nm. A mask and
filters cover the diode array elements and
reduce stray light so that only a specific
wavelength of light strikes each element.
seven photometer channels and an output

buffer on the photometer board amplify and


convert the signal from the photodiode array
into a frequency that the software uses to
calculate absorbance data. The output of each
photometer channel is a frequency related to
the diode array current. The output buffer
transmits all of the output signals from the
photometer channels and makes these signals
available to the controller.
Optics

the optical assemblies, shown in Figure 2-11,


provide, disperse, and focus the radiant energy
required to measure samples. The optical
assemblies are:
a quartz halogen lamp that provides radiant

energy to travel through the light path.


a polychromator that comprises the imaging

optics and holographic grating, and disperses


the radiation to produce polychromatic light.
imaging optics that focus the light. A plano

convex lens focuses the light from the quartz


halogen lamp into the center of a cuvette
containing a reaction mixture. A biconvex lens
then focuses the light that exits from the
cuvette into the entrance slit of the
polychromator. The light strikes a concave,
holographic grating, which focuses and
disperses the spectrum of light across the
photodiode array on the photometer board.

2-22

Communications
Subsystem

Understanding the Express Plus

The Express Plus communications subsystem components, shown


in Figure 2-12, form a communication link among the various
parts of the Express Plus. Figure 2-12 shows the component
interactions within the communications subsystem and with
other subsystem components (the solid lines in Figure 2-12
indicate the communications subsystem components; the dotted
lines indicate components of other subsystems). These
communication subsystem components collect, verify, process,
and manage system data. Table 2-5 explains the
communications subsystem components.
Refer also to the next section, User Interface Subsystem, for
information about the optional bar code wand, Test Scheduler,
and external printer.
Figure 2-12. Communication Subsystem Components

Screen

Probe Board

Floppy Disk Drive

Track Board

Keyboard

Transport Boards

System Keys

Bar Code Wand

Reagent Bar Code


Scanner

RS-232 Ports

Hard Disk Drive

Central
Processing
Unit
(CPU)

Photometer Board

External Printer

Parallel Port

Rev. B 1/2000

Understanding the Express Plus

User Interface
Subsystem

2-25

Table 2-6 describes the components of the the user interface


subsystem:

(Continued)
Table 2-6. User Interface Subsystem Components
Component

Description and Function

Screen

a cathode ray tube (CRT), shown in Figure 2-14,


that shows the program information in text or
graphic formats and prompts you to take
operational actions. The screen is a nine-inch,
diagonal CRT with text in amber on a dark
background.

Floppy Disk Drive

a drive, shown in Figures 2-14 and 2-15, that uses


3 -inch floppy disks to store and retrieve
calculations, parameters, calibrations, and results.
The CPU transfers data from the floppy disk to
Random Access Memory (RAM). When data is
collected and calculated, you can move the data to
a floppy disk for storage. The floppy disk drive
has an eject pushbutton that opens the drive for
disk removal and a drive indicator that illuminates
when the disk drive accesses the floppy disk to
read or write information on that disk.

Keyboard

an alphanumeric keyboard, shown in Figures 2-14,


2-16, and 2-17, used to select programs and
commands, and enter data into the system. The
system uses the following keys on the keyboard:
function keys (F1 through F8), shown and

described in Figure 2-16, are used to select


software options that show on the screen. The
functions associated with the function keys vary
with each screen.
four cursor keys, shown in Figure 2-16, are

used to move the cursor on the screen from


one screen field to another.
fixed-function keys, shown and described in

Figure 2-17, are dedicated keys used to perform


specific system functions.
System Keys

the keys located on the front panel of the system


that you use to start, stop, or pause operations.
System keys are shown in Figure 2-18 and
described in Table 2-7.

Paper Advance
Key

the key shown in Figure 2-18 that moves the


printer paper through the system printer.

System Printer

a 40- or 80-column thermal printer, shown in


Figure 2-18, that prints parameters, tests, data,
and reports.

NOTE

For more information about using the system


keys and the paper advance key, refer to
Section 6, Operating the Express Plus.

Understanding the Express Plus

User Interface
Subsystem
(Continued)

2-29

Table 2-7. System Key Functions


Press . . .
st rt

To . . .
start the testing sequence from the beginning, or
resume testing that you previously stopped or paused.
When you press START, the Express Plus:
primes the lines if you filled the distilled water

bottle
verifies the system operating temperatures
goes to the Warming Up or Running state
identifies the reagents on the reagent tray
waits for you to verify reagent loading

information, then starts the tests in the worklist


stop

stop the testing sequence. When you press STOP, the


Express Plus:
stops dispensing the samples and reagents
stops measuring the reaction mixtures that are

dispensed into cuvettes


erases any test results that are not completed
stops system operations
waits for you to restart the tests in the worklist

p use

interrupt operations at the next available stopping


point. When you press PAUSE, the Express Plus:
stops dispensing new tests after completing the test

in progress, dispenses the reagents for multireagent tests, then stops all dispensing operations
continues measuring reaction mixtures that contain

samples
waits for you to press START to resume assaying

tests at the point of interruption

2-30

Hardware Accessories
and Software Options

Understanding the Express Plus

The following hardware accessories and software options are


available for the Express Plus:
External Printer
The Express Plus external printer is an optional hardware
accessory. The external printer is a stand-alone, dot-matrix
printer. For specific setup and operating details, refer to the
operating manual for your external printer.
The external printer is used to print worklists, run-time reports,
patient reports, quality control reports, and test results on a
collated patient report. The external printer connects to the
parallel printer port at the right side of the system. The printer
configuration is set by Bayer Diagnostics Field Service
Engineers at the time of installation.
For more information, refer to the Express Plus External Printer
Addendum, shipped with your external printer.

Positive Sample Identification Software Option


The Positive Sample Identification (PSID) Option is required for
using the bar code wand, primary sample tube tray, and Test
Scheduler for positive sample identification. These components
allow you to scan a bar code label on a primary sample tube and
enter the patient request into the worklist without using the
keyboard. The system associates the results for a sample with the
bar code label on the primary sample tube. You can also scan
the test requests from bar codes printed on the Test Scheduler.
The optional bar code wand, shown in Figure 2-14, and the Test
Scheduler can:
scan and schedule bar-coded patient samples
scan and schedule bar-coded tests, profiles, calibrators,

controls, and blanks defined for the Express Plus, which allows
for faster, more efficient worklist scheduling
enter data and select options without using the keyboard,

which helps eliminate typing errors


For more information, refer to the Express Plus Positive Sample
Identification (PSID) Addendum, shipped with the software
option kit.

Understanding the Express Plus

Hardware Accessories
and Software Options
(Continued)

2-31

Communications Software Option


This software option is required for communicating between a
host Express Plus and any of the following peripheral devices:
a remote Express Plus
a Bayer Diagnostics 664, Fast 4 System
an external computer, such as a Laboratory Information

System (LIS)
For information about cabling, configuring the ports, enabling the
software option, and programming for communications, refer to
the following documents that are shipped with the
communications software option:
Express Plus Communications Enabling Disk Instructions
Express Communications Manual
Express Interface Specifications Manual
To order accessories or software options, call Bayer Diagnostics.
Refer to Appendix C, Service and Supplies, for
Bayer Diagnostics addresses and telephone numbers for
placing your orders.

2-32

Understanding the Express Plus

Moving Through the Software


The Express Plus uses extensive software functions to collect data
and communicate with you. The software is designed so that you
can easily access information and perform required tasks. The
Express Plus software uses the following software components:
programs

A program is a top-level software component that presents you


with a list of related functions called a menu. The Express
Plus software has eight programs in its Main Menu.
menus

A menu is a list of options available within a program. You


select the option you need from a menu on the screen.
Making a selection from a menu can cause a new menu or a
function screen to show on the screen.
screens

A screen is a page of information that shows on the system


screen. This information can be data to review, information to
enter, or tasks to perform. Screen zones are components used
at each screen. Refer to Screen Zones for more information.
fields

A field is an area on a screen where you can enter data or


make a selection for the associated option.
prompts

A prompt is an instruction that shows on the screen and


explains what to do to perform an action or to show another
screen.
To move through the software, follow the general guidelines
explained in Table 2-8. You will also use the screen components
and keys described in Table 2-9 to move through the software.
Table 2-8. Guidelines for Moving Through the Software
If . . .

Then . . .

a menu shows on
the screen

press the function key that corresponds to the


option you need

a screen shows
without a blinking
cursor

press a function key to select the corresponding


option

a screen shows with


a blinking cursor

use the cursor keys to move the cursor to the


required field, then type an entry or press
SELECT to place or remove the highlighting
(reverse video) or underlining from a screen field
or option

Understanding the Express Plus

2-33

Moving Through the Software (Continued)


You can use the screen components and fixed-function keys
described in Table 2-9 to move around the screens and move
through the Express Plus software. Refer to Figure 2-17 for the
locations of the fixed-function keys on the Express Plus
keyboard.
Table 2-9. Screen Components and Fixed-Function Keys
Component or Key

Description and Function

Reverse Video

a text attribute that shows dark text on a field of


amber background to enclose a field that you
selected, such as a calibrator concentration

Cursor

a blinking horizontal bar that shows your position


on a screen

Cursor Keys

the four arrow keys that you use to move the


cursor in the required direction on a screen (left,
right, up, or down) to access screen fields or
options

SELECT

the toggle key that either places or removes the


reverse video or underlining from a screen field
or option

TAB

the key that moves the cursor from one screen


field to the next, going across the screen from left
to right

ENTER

the key that accepts the entries or selections that


you make at a screen

EXIT

the key that moves the software to another screen


and causes any entries or modifications to store in
system memory

CANCEL

the key that allows you to stop a function that


you selected to use, and returns any field entries
to the values that were shown before you began
the function

MAIN MENU

the key that moves you to the Main Menu screen


from anywhere in the software

2-34

Screen Zones

Understanding the Express Plus

The operating information that shows on each screen is grouped


into five categories. Each category always shows in the same
screen position or zone as shown in Figure 2-19. Table 2-10
explains the information that shows in the Status zone.
Figure 2-19. Screen Zones

STATUS ZONE
shows the systems operating status, date, time,
and the number of used cuvettes. Refer to
Table 2-10 for more information.

31-MAR-1992
15:11
Definitions

PROGRAM ZONE
shows the information or program that you can
select from the current screen.

FUNCTION KEY ZONE


shows the functions or actions that are available at
the current screen. Key labels F1 through F8 vary
as the screens change.

Cuvettes Used: 120


Maximum: 195

Error detected
Press Status

Test Name: Glucose


Test Bar Code:015

Test: Gluc_HK

Test Type: Endpoint


Units: mg/dL

Curve Type: Blanked Linear


No. of Decimal Places: 0

Primary Wavelength: 340 nm


Read Time/Interval: 20
Factor:

Secondary Wavelength: 380 nm


Sample Blank? No

Tests

PLACEKEEPING ZONE
shows where you have moved in the software, from
the Main Menu selection to where you are now.
PROMPT ZONE
shows the prompts and messages that explain what
you should do or what the system requires.

Status:
Warming Up

Parameters

Review data, then


modify if
required.

Calibration Interval: 72 Hours


Normalization/Reblanking Interval: 8 Hours
No. of Calibrators: 3
No. of Replicates: 2

Press <EXIT> to
store definition
or review another
test.

F1

Low Blank A Limit: -0.100


Low A Limit: 0.000
Low Normal: 65
Linearity Limit: 750

F2 Reagents

High Blank A Limit: 0.250


High A Limit:2.000
High Normal: 110
Curve S.D. Limit: 8.0000

F3 Assay F4 Calib F5 Controls F6 QCSystem


Order
Concs.

F7

F8

Table 2-10. Status Zone Information


This shows . . .

And it means . . .

31-MAR-1992
15:11

this is the current date and time

Status:

the current operating status of the Express Plus:

Warming Up means the system is warming up;


wait until the status is Ready

Ready means the system is ready to operate

Running means the system is assaying tests

Reading means the system has stopped


dispensing and is measuring the cuvettes

Standby means either the voltages to the lamp


are reduced and the water bath is in a standby
state, or the track is in the home position

Diagnostics means you are currently in the


Diagnostics/Maintenance program

Cuvettes Used: XXX


Maximum: 195

the number of used cuvettes and the maximum


number of cuvettes that the waste drawer holds

Error detected
Press Status

the system encountered an error; go to the


System Status screen for details about the error

Understanding the Express Plus

Express Plus Programs

2-35

The Main Menu contains eight programs (F1 through F8). Each
program has various functions and/or actions that you can select.
Figure 2-20 is a map of the Express Plus programs.
Figure 2-20. Software Map for the Express Plus

Main Menu

F1 Worklist

F2 Patient Results

F3 Calibration Data

Worklist/Tests:
(Patient) Screen

Patient Results
Screen

Calibration Data
Screen

F1

Next Request

F1

Next Request
Previous Request

Previous Request

F2

F3

Find Request

F3

Find Request

F4

Insert Request

F4

Edit Request

F2

F5
F6
F7
F8

Erase Request

F7

Load Sample

F8

Worklist

Calibration Data/
Parameters
Screen

F4 Q.C. Statistics

Q.C. Statistics
Screen

F1
F2

F8

Data

Data
Levey-Jennings

F3

Summary Stats

F8

QCSystem

Calibration Data/
Data Screen

More
F4

Edit

Results
Demographics

F1
F2
F3
F6
F8

Recalculate
Rerun
Accept
Erase
Parameters

(Continued on the next page)

2-36

Understanding the Express Plus

Express Plus Programs

Figure 2-20. Software Map for the Express Plus (Continued)

(Continued)
Main Menu
(Continued)

F5 Definitions

Definitions
Menu

F1
F2

Test
Profile

F6 Options

Options Menu

F1
F2

System Options
Printing Options

F3

Control

F3

Test Order

F4

Calibrator

F4

Communications

F5

Blank

F5
F6

Disk Options

Diagnostics/
F7 Maintenance

Diagnostics/
Maintenance
Menu Screen

Alternate
F8 Load
Program

Load Alternate
Program Screen

Precision Check

F1

F2

Manual Operations

F8

F3

Lamp Alignment

F1

F4
F5

Boot Floppy
More

System Version
Probe Tip Calibration

Reset System

The Express Plus also uses an online Help program that provides
instructions and explanations about screens, screen fields,
function keys, fixed-function keys (such as STATUS or PRINT),
and system keys (such as START or PAUSE).
There is also a Status program, which provides online
information about the operating status of the system, reagents,
samples, and worklist. The Status program is very useful in
troubleshooting and correcting system status errors.
For more information about the Express Plus software, refer to
Section 4, Understanding the Express Plus Programs, and to
Section 8, Using the HELP and STATUS Programs.

2-38

Understanding the Express Plus

Operational Sequence (Continued)


4. The waste pump moves the waste water from the wash station
to the waste bottle.
5. The probe moves to the aspiration position and the reagent
tray rotates the required reagent bottle into the aspiration
position.
6. As the aspiration tip and fluid-level detector wire move into
the reagent bottle, the electrical resistance between them
changes. The fluid-level detector wire senses the change in
resistance and determines the fluid level, then stops the
downward travel of the probe.
7. The digital diluter controls the volume of reagent that the
probe aspirates from the reagent bottle.
8. The wash pump again moves wash water from the distilled
water bottle through the in-line filter and the solenoid valve,
which then directs the flow of wash water to the wash station
to wash the outer surfaces of the aspiration tip and fluid-level
detector wire. The waste pump then moves the waste water
from the wash station to the waste bottle.
9. The probe moves to the sample aspiration position as the
sample transport rotates the correct sample cup to the sample
aspiration position.
10. The fluid-level detector wire senses the change in resistance
and determines the fluid level in the sample cup, then stops
the downward travel of the probe.
11. The digital diluter controls the volume of sample that the
probe aspirates from the cup.
12. Water from the temperature-controlled water bath moves
from the water bath into the water chamber in the probe
body to keep the probe at a constant temperature of 30 or
37 C. A thermistor in the probe body senses the
temperature of the water in the water chamber.
13. The copper sleeve that surrounds the stainless steel aspiration
tip preheats the reaction mixture, which is now held in the
tip, to the temperature of the water in the water chamber.

2-40

Understanding the Express Plus

Operational Sequence (Continued)


18. After the defined lag time for the dispensed test elapses, the
cuvette containing the reaction mixture moves along the track
for measurement:
a. As the cuvette moves, the system focuses the light from
the quartz-halogen lamp through the plano convex lens
and into the center of the cuvette.
b. The biconvex lens focuses the light that exits from the
cuvette into the entrance slit of the polychromator.
c. The concave, holographic grating in the polychromator
focuses and disperses the spectrum of light across the
photodiode array on the Photometer Board.
d. The mask and glass filters that cover the photodiode
array elements reduce the stray light and cause only a
specific wavelength of light to strike each element.
e. The photodiode array produces a current proportional to
the amount of light that falls on the array from the
reaction mixture (incident light), and measures (at the
two defined wavelengths) the amount of light that the
reaction mixture transmits.
f.

Each of the seven photometer channels transmit a


frequency that is related to the diode array current. The
photometer channels and output buffer on the
Photometer Board convert the current to an amplified
voltage, which is then converted to a frequency that the
digital counters on the Cuvette Track Controller Board
measure.

g. The output buffer transmits all of the output signals from


the photometer channels to the Cuvette Track Controller
Board.
19. The central processing unit (CPU) uses the programmed test
parameters and the data transmitted from the Cuvette Track
Controller Board to calculate the test result for each reaction
mixture.
20. After the Express Plus measures all the reaction mixtures in a
cuvette strip, the track ejects the cuvette strip into the cuvette
waste drawer.
21. The Express Plus transmits the results to the system printer.
The printer generates the run-time report if you selected to
use that printing option.

Understanding the System Calculations

3-1

3 Understanding the System Calculations

Page

About This Section

3-5

Calculating Absorbance

3-6

Blanks and Zero Calibrators

3-8

Polychromatics

3-8

Monochromatics

3-9

Common Bichromatics

3-9

Sample Blanking

3-9

Monochromatic Absorbance Check

3-10

Data Selection

3-11

Substrate Depletion

3-11

Outlier Rejection

3-11

Calculating Response Values

3-13

Kinetic Test Type

3-13

Endpoint Test Type

3-15

Two-Point Test Type

3-15

Calibration Methods

3-17

Linear Curve Types

3-17

Blanked Linear Curve Type

3-20

Limited Linear Curve Type

3-21

Enzyme Linear Curve Type

3-21

3-2

Understanding the System Calculations

3 Understanding the System Calculations (Continued)

Page

Calibration Methods (Continued)


Nonlinear Curve Types

3-22

1-Logit4 Curve Type

3-24

2-Logit5 Curve Type

3-24

3-Exponential5 Curve Type

3-25

4-Polynomial5 Curve Type

3-25

Two-Point Normalization

3-26

Qualitative Curve Type

3-27

Summary of Curve Types

3-28

Summary of Error Flags and Calibration Failures

3-29

Calibration Failures

3-30

Normalization or Reblanking Failures

3-30

Summary of Automatic Reruns

3-31

Summary of Control Rules

3-33

How the Express Plus Uses Control Rules

3-33

1-2s Rule

3-34

1-3s Rule

3-34

2-2s Rule

3-34

4-1s Rule

3-34

10x Rule

3-35

Using a Combination of Control Rules

3-35

Sample Interpretation

3-37

Special Considerations for Q.C. Statistics

3-40

Understanding the System Calculations

3-3

3 Understanding the System Calculations (Continued)


This section of the manual explains the various system
calculations and internal processes used by the Express Plus
when calculating results, calibration curves, and evaluating
control rules. Use this chart to find the information that you
need in this section.
If you want to learn . . .

Refer to . . .

how the Express Plus calculates


sample absorbances

Calculating Absorbance

how the Express Plus uses blanks and


zero calibrators

Blanks and Zero Calibrators

how the Express Plus uses


polychromatics to correct absorbance
readings

Polychromatics

how the Express Plus uses


monochromatic absorbance readings
to calculate results

Monochromatics

how the Express Plus uses


monochromatic absorbance readings
to calculate results

Common Bichromatics

how the Express Plus corrects for


sample blanking

Sample Blanking

how the Express Plus performs a


monochromatic absorbance check to
verify that readings fall within the
linearity of the system internal
absorbance limits

Monochromatic Absorbance
Check

how the Express Plus uses the


various data selection algorithms to
select subset cuvette readings and
calculate results

Data Selection
Substrate Depletion
Outlier Rejection

how the Express Plus calculates the


response values (delta absorbance)
for each test type

Calculating Response Values

about the various calibration


methods, including normalization
and reblanking, available on the
Express Plus

Calibration Methods

about the various error flags and


calibration failures that the Express
Plus uses while calculating results or
calibrating a test

Summary of Error Flags and


Calibration Failures

(Continued on the next page)

3-4

Understanding the System Calculations

3 Understanding the System Calculations (Continued)


If you want to learn . . .

Refer to . . .

how the Express Plus determines if a


sample will be rerun or diluted and
rerun

Summary of Automatic Reruns

how the Express Plus uses the


control rules that you defined for
each test and control to judge
whether the control results represent
the expected or previously observed
performance

How the Express Plus Uses


Control Rules

how the Express Plus uses a


combination of control rules defined
for the same test and control

Using a Combination of
Control Rules

how the Express Plus applies control


rules in a typical test (example)

Sample Interpretation

some special considerations to


remember when using the Express
Plus Q.C. Statistics program

Special Considerations for


Q.C. Statistics

Understanding the System Calculations

About This Section


This section contains information about the calculations and
internal processes performed by the Express Plus:
absorbance
blanks and zero calibrators
polychromatics
monochromatic absorbance check
data selection
response values
calibration methods
summary of curve types
summary of error flags and calibration failures
summary of automatic reruns
control rules and how they are used

3-5

3-6

Understanding the System Calculations

Calculating Absorbance
Absorbance readings are taken on samples every ten seconds as
the samples move in front of the photometer. As light passes
through the cuvette and sample onto the photodiode, the
photometer circuit generates a current for each wavelength. This
current is inversely proportional to the amount of light absorbed
at each wavelength and is called the sample current.
The sample current readings are taken until the read interval
entered at the Read Time/Interval field on the Definitions/Tests/
Parameters screen, elapses. The readings are then calculated into
a result.
Zero currents are the readings taken when there is nothing
blocking the light source and the photodiode. The zero current
is a reading taken on air. This reading represents zero
absorbance.
After each retrace of the cuvette track, a new zero current for
each wavelength is taken at least once every twenty seconds. If
zero currents cannot be taken, the last set of zero currents are
used.
Absorbance is calculated as:
Abs(x) =

2-Log (%T)

where:
Abs (x) =

the absorbance at a specific wavelength (x)


(this is not a bichromatically-corrected absorbance)

Log

the common logarithm function (base 10)

%T

the percent transmittance at wavelength (x)

Since 2 is the Log (100), the equation becomes:


Abs(x) = Log (100)-Log (%T)
Abs(x)=-Log

%T
100

Understanding the System Calculations

3-7

Calculating Absorbance (Continued)


In the ideal case, %T is calculated as:
%T=

Sample Current 100


Zero Current

where:
Sample Current

= The electrical output generated by the


photometer when reading the sample at
wavelength (x)

Zero Current

= the electrical output generated by the


photometer at wavelength (x) when the
photometer is fully exposed to the light
source. This current represents 100%T (0%)
absorbance.

Since the ideal case is not usually observed, the equation for %T
requires another term. When the shutter is closed and no light
enters the photometer, there is still a current generated by the
circuit. This current is called the dark current.
During each retrace of the cuvette track, the system takes several
dark current readings at each wavelength, then averages the
readings for each wavelength. The system then subtracts the
average from the sample current and zero current for each
wavelength before it calculates %T as:
%T=

Sample Current -Dark Current 100


Zero Current -Dark Current

where:
Dark Current

= the current reading generated by the


photometer at wavelength (x) when no light
is entering the photometer

3-8

Understanding the System Calculations

Calculating Absorbance (Continued)


The final equation for absorbance is:
Ln (log base e) is used because the co-processor
does not support log base 10 functions.

NOTE

Absorbance (x)=
Sample Current (x) -Average Dark Current (x)

-Ln

Zero Current (x) -Average Dark Current (x)


-Ln (10)

where:
-Ln

= the negative of the natural logarithm function


(log base e)

Average Dark
Current (x)

= average of the dark current readings at


wavelength (x) produced by the photometer
circuit (occurs when no light hits the
photodiode because the shutter is closed)

Blanks and Zero Calibrators


The Express Plus treats blanks and zero calibrators the same
during calibrations, but you cannot schedule blanks and zero
calibrators to calibrate the same test. But, if a test uses blanks in
its calibration, you can use zero calibrators instead of blanks.
Regardless of the test type or curve type, the system checks the
low blank absorbance and high blank absorbance of every blank
and zero calibrator replicate. These blank absorbance checks
obtain the average of the absorbances at the primary wavelength
and check the absorbance against the low blank absorbance and
high blank absorbance limits for the test. If the low blank
absorbance and/or high blank absorbance checks fail, a failed
calibration occurs unless you obtain a valid rerun of the failed
blank or zero calibrator.

Polychromatics
The system takes absorbance readings every ten seconds at each
wavelength defined at the Primary Wavelength and Secondary
Wavelength fields on the Definitions/Tests/Parameters screen for
a test. If one or two wavelengths are defined and the Sample
Blank? field is set to Yes, the system adjusts the absorbance
readings to yield a single corrected absorbance reading for every
ten seconds in the read interval. The system uses these corrected
absorbance readings for data selection and the remainder of the
result calculations.

Understanding the System Calculations

3-9

Monochromatics

If a primary wavelength is defined at the Primary Wavelength


field on the Definitions/Tests/Parameters screen for a test, and
the Secondary Wavelength field is defined as None, all
absorbance readings used to calculate a result are
monochromatic. The system uses the raw absorbance readings
and does not adjust them unless the Sample Blank? field is set to
Yes.

Common Bichromatics

If a secondary wavelength is selected at the Secondary


Wavelength field on the Definitions/Tests/Parameters screen for a
test, the system subtracts the absorbance at the secondary
wavelength from the absorbance at the primary wavelength to
give a bichromatic absorbance reading. This is done for all pairs
of primary and secondary absorbance readings in the read
interval.
For endpoint test types, bichromatics corrects for wavelengthindependent absorbance differences from cuvette to cuvette. For
kinetic test types, absorbance differences between cuvettes affect
results only through the rejection of data for substrate depletion
or absorbance flagging. Bichromatics also corrects for
interferences from substances that have the same absorbances or
rates of change at the primary and secondary wavelengths.

Sample Blanking

Sample blanking is applied after absorbance readings are


calculated for bichromatics. The system uses sample blanking
for multiple-reagent tests only when you select Yes at the Sample
Blank? field on the Definitions/Tests/Parameters screen for a test.
The system takes two absorbance readings just before the last
reagent addition. The system then multiplies the average of the
two corrected absorbances by the value in the cuvette (at the
time of the blank reading) and divides that value by the full
reaction volume.
This sample blank offset calculation gives the sample blank
correction. The sample blank correction is then subtracted from
all the absorbances taken in the read time/interval defined at the
Definitions/Tests/Parameters screen for the test.
This equation explains how the system corrects the sample blank
absorbance for the change in volume after adding the last
reagent:

Sample Blank Offset=

Abs1 + Abs2
2

VB
VA

3-10

Sample Blanking
(Continued)

Understanding the System Calculations

where:
Abs1 =

the corrected absorbance ten seconds before the last


reagent addition

Abs2 =

the corrected absorbance immediately before the last


reagent addition

VB

total volume before last reagent is added

VA

final volume after last reagent is added

Monochromatic Absorbance Check


The Express Plus uses the monochromatic check on each
monochromatic reading to ensure that the readings fall within the
linearity of the system internal absorbance limits. Points are not
deleted, but a flag is set if any point falls outside of the following
internal limits:
If any reading at the primary or secondary wavelength is
greater than 2.5 A, the High Pr Abs. or High Sc Abs. flag is set.
If any reading at the primary or secondary wavelength is less
than-0.5 A, the Low Pr Abs. or Low Sc Abs. flag is set.

Understanding the System Calculations

3-11

Data Selection
The Express Plus uses the data selection algorithms to select the
subset of readings taken on each cuvette. The system then uses
these readings to calculate results. Unless the test is
monochromatic, the system corrects all readings by bichromatics
and sample blanking. All testing uses only the readings taken
during the read time/interval defined at the Definitions/Tests/
Parameters screen for the test.

Substrate Depletion

Only kinetic test types go through substrate depletion testing.


The system compares all points to the low absorbance limit and
high absorbance limit for the test. If a point exceeds the low
absorbance limit or high absorbance limit, the system deletes that
point. If more than half of the points are deleted, the system
flags the result as Low absorbance limit exceeded or High
absorbance limit exceeded.
At least two points are required to calculate a rate. If deleting a
point causes less than two points to remain, the system flags the
result as Low or High, does not delete the point, and stops
substrate depletion testing.
NOTE

Outlier Rejection

Low and high absorbance checks are also


performed for endpoint and two-point test types
but these checks are performed differently than
for kinetic test types. Low and high absorbance
checks are performed for endpoint and twopoint test types after outlier rejection on the
average of the absorbances for each read
interval (not on each reading). Refer to
Calculating Response Values for more
information.

The kinetic and endpoint test types go through outlier rejection


testing. Before outlier rejection testing begins, the following is
required:
a kinetic test type has at least four readings (read time is 30

seconds)
an endpoint test type has at least three readings (read time is

20 seconds)
If the minimum number of readings is not met for the test type,
the system does not perform outlier testing. The minimum
number of readings is required since the system uses linear and
quadratic regression to detect the outliers.

3-12

Outlier Rejection
(Continued)

Understanding the System Calculations

The system does not flag when outlier rejection testing stops
because there are not enough readings. Outlier rejection testing
does stop when the following occurs:
three readings are left for a kinetic test type
two readings are left for an endpoint test type

The system checks each reading against the absorbance versus a


time regression line for an endpoint test type or a parabola for a
kinetic test type. Of all the points that differ from the regression
line (or parabola) by more than four times the standard deviation
of the line (or parabola) or by more than four times the outlier
noise lower limit of 0.001A (whichever is greater), the point that
is farthest from the line (or parabola) is rejected (deleted).
After the system rejects an outlier, it computes the regression and
begins outlier rejection testing again with the first of the
undeleted points. If two or more outliers are rejected, the system
flags the result as Outlier and stops outlier rejection testing.
Refer to Figure 3-1 for an example of outlier rejection. The
dotted line represents a line with an outlier point. The solid line
is the corrected line with the outlier point deleted. Figure 3-1 is
a graphic example of outlier rejection and does not show on the
Express Plus screen.
Figure 3-1. Outlier Rejection
0.5

Line with Outlier

Line After Outlier Rejection

590

600

0.4

Absorbance

0.3

0.2
530

540

560

560

570

Time

580

Understanding the System Calculations

3-13

Calculating Response Values


The calculations for the kinetic, endpoint, and two-point test
types convert the multiple readings taken at different times into
one response value (delta absorbance). This value is then used in
the remaining calculations. All calculations at this point use the
readings not deleted during data selection unless otherwise noted
in the following paragraphs.

Kinetic Test Type

Linear regression is used to determine the reaction rate


(response) in delta absorbance per minute for a kinetic test type.
The calculation is as follows:
Response=

N XY - X Y
N X2 - ( X)2

where:
N =

number of data points

X =

time value

Y =

bichromatically-corrected absorbance

If there are three or more points, the system uses a quadratic


regression (three-parameter polynomial). This quadratic
regression determines the curvature (nonlinearity) used to flag
the sample as nonlinear. If the rise in absorbance during the
read interval is large compared to the rise in absorbance of the
regression line, the sample is considered nonlinear. The
coefficients of the parabola are:
Y = a2X2 + a1X+a0
The coefficients of the parabola that fit the absorbance versus
time data with a minimum mean square error are determined by
using quadratic regression equations.
If there are four or more points, the Express Plus calculates to
permit flagging of the sample for noise.

3-14

Kinetic Test Type

Understanding the System Calculations

Nonlinearity and noise are calculated as follows:

(Continued)

Nonlinearity

a2T2

(RT)2+(NMultNoiseSys)2

(Y2)-a2 (X2Y)-a1 XY-a0 Y

Noise =

N-3

where:
R

reaction rate (response)

length of the user-defined read time/interval,


(including points that may have been deleted by
substrate deletion and outlier rejection using the
entire read time avoids reducing the computed
value in proportion to the effective read time)

NMult

value (approximately 36) selected to prevent false


flagging of samples with low reaction rates when the
nonlinear value exceeds its flagging limit

NoiseSys

expected S.D. of the bichromatic readings at the


observed absorbance level (the absorbance level is
the average of the undeleted readings in the userdefined read time/interval)

NoiseSys=

(SDp2+SDs2)

where:
SDp = expected S.D. of the primary wavelength readings at
their average absorbance level
SDs = expected S.D. of the secondary wavelength readings at
their average absorbance level
The flagging limit for noise is two times the system noise. The
flagging limit for nonlinearity is 0.4
NOTE

For a monochromatic test, system noise is equal


to SDp.

Understanding the System Calculations

Endpoint Test Type

3-15

For an endpoint test type, the values in the user-defined read


time/interval are averaged to determine the mean absorbance
(response). The Express Plus compares this mean absorbance
(response) to the high absorbance limit and low absorbance limit,
then calculates the response as follows:
Response =

Y
N

If the high absorbance limit or low absorbance limit is exceeded,


the system sets the high absorbance or low absorbance flag for
the sample. For three or more readings in the read interval, the
system determines a linear regression line to permit noise flagging
based on the standard deviation of the line.
Noise is calculated as follows:
(Y2)-a2 (X2Y)-a1 XY-a0 Y

Noise =

N-3

where:
Slope

= slope of the linear regression

Intercept = Y (Abs) intercept of the linear regression line


N

Two-Point Test Type

= number of data points

For a two-point test type, there is one reading taken at each read
time/interval defined for the test at the Definitions/Tests/
Parameters screen. The response obtained for a two-point test
type is the difference between the second interval absorbance
and the first interval absorbance. The system calculates the
response as:
Response = Abs Interval2 - Abs Interval1
where:
Abs Interval2

absorbance reading within the read window


for the second interval

Abs Interval1

absorbance reading within the read window


for the first interval

3-16

Two-Point Test Type


(Continued)

Understanding the System Calculations

The average delta absorbances determined in the response


calculation are not per minute. An average delta absorbance is
the time between two readings.
The system compares each absorbance to the high absorbance
limit and low absorbance limit. If one of the limits is exceeded,
the high absorbance or low absorbance flag is set for the sample.

Understanding the System Calculations

Calibration Methods
The Express Plus can use any of eight curve types to calculate a
calibration curve. The linear curve type calculations determine
the response versus concentration calibration curve from the
calibrators. The nonlinear curve type calculations use the curve
to quantitate sample concentrations from the responses.
If the acceptance criteria for a linear or nonlinear calibration is
not met, the calibration or normalization is invalid and the curve
is not automatically accepted.
This section explains the following:
linear curve types
reblanking of stored curves
nonlinear curve types
two-point normalizations
qualitative curve types
summary of curve types

Linear Curve Types

The kinetic, endpoint, and two-point response determination


methods can all use linear calibration curves. These linear
calibration curves are determined by running blanks and
calibrators. You can also preprogram a factor and run only
blanks.
The curve types for the three types of linear calibrations are:
blanked linear
limited linear
enzyme linear

The system calculates, in basically the same way, factors and


standard deviations for all three linear curve types. The manner
used to calculate a result is what separates the three calibration
methods.

3-17

3-18

Linear Curve Types


(Continued)

Understanding the System Calculations

If a blank and only one calibrator are run, the factor is


determined as:
ConcStd
RStd - RBlk

ConcStd=
where:
ConcStd

concentration of the calibrator

RStd

response of the calibrator

RBlk

response of the blank

When using more than one blank and calibrator, the factor is
determined as:
X(Xi - X0)2
X(Xi - X0)(yi -y0)

Response=
where:
Xi =

concentration of the Ith calibrator replicate

X0 =

concentration of the low calibrator

yi

response of the Ith calibrators

y0

average responses of the low calibrator

If there are at least three data points when using two or more
calibrator concentrations or at least two data points when using
one calibrator concentration, the system calculates a standard
deviation of the regression line (residual error). The standard
deviation of the regression line using N-2 is calculated as:

S.D. =

Factor

[ (yi - yi)2]
(N-2)

where:
yi

(yi - yi)2=
N

expected response for concentration Xi


sum of the squares of the differences between the
measured and expected response

number of data points

Understanding the System Calculations

Linear Curve Types


(Continued)

3-19

If there are at least three data points when using two or more
calibrator concentrations or at least two data points when using
one calibrator concentration, the system calculates a standard
deviation of the regression line (residual error). The standard
deviation of the regression line using N-2 is calculated as:

S.D. =

Factor

[ (yi - yi)2]
(N-2)

where:
yi

expected response for concentration Xi

(yi - yi)2

sum of the squares of the differences between the


measured and expected response

number of data points

The system calculates and prints the standard deviation in


concentration units, then checks it against the standard deviation
limit. The factor in the S.D. equation is the absolute value of the
factor. The standard deviation obtained in this equation is
checked against the curve S.D. to verify the goodness of the fit.
The equation uses N-2 when two or more calibrator
concentrations and one blank are used to calibrate the test. The
factor is calculated and three points are required for a standard
deviation or in this case the standard error of estimate. The
N-2 is replaced by N-1 if one calibrator concentration is used.
The factor is preprogrammed and a simple standard deviation is
calculated. The calculated standard deviation is then checked
against the standard deviation limit defined at the Curve S.D.
Limit field on the Definitions/Tests/Parameters screen. If the
standard deviation exceeds the limit defined for the test, the
calibration is rejected and flagged as Invalid. If no standard
deviation limit is defined for the test, the system does not check
the standard deviation.
Usually only the specified number of replicates are run. If an
error occurs, the system reruns blank and calibrator replicates up
to twice the number of replicates scheduled. There is no
automatic rerun of good replicates to lower the standard
deviation.

3-20

Blanked Linear Curve Type

Understanding the System Calculations

The result for a blanked linear curve type is the average of the
reagent blank responses subtracted from the sample response
before multiplying by the factor to give the concentration.
The blanked linear result is calculated as follows:
Result = (Sample Response-Average Reagent Blank)Factor
Reblanking Blanked Linear Curves

The Express Plus can reblank the curve of a test with a blankedlinear curve type. This resets only the intercept of the calibration
curve for the test. It does not affect the slope of the calibration
curve.
A current, valid calibration curve for the test must exist to
initially reblank a test. Once a test is reblanked, it can be
successively reblanked until a full calibration is required for the
test.
The result for a blanked-linear test is the average of the reagent
blank responses subtracted from the sample response before
multiplying by the factor to give the concentration. After the
system performs a full calibration, it calculates the blanked linear
result as follows:
Result = (Sample Response-Average reagent blank)Factor
CAUTION

After reblanking a calibration curve, verify that


the replicate values that print on the run-time
report are appropriate for the test. Since the
Express Plus does not compare replicate values,
inappropriate values can cause inaccurate
results.

After reblanking, the average reagent blank value used in the


calculation is simply replaced by the average of the reblanking
values, while the factor value does not change.

Understanding the System Calculations

Limited Linear Curve Type

3-21

The result for a limited linear curve type is the average of the
low calibrator replicates subtracted from the sample response
before multiplying by the factor and adding the low calibrator
concentration to the given concentration.
The limited linear result is calculated as:
Result=

Enzyme Linear Curve Type

(Sample response-Average low calibrator response)


Factor+Low calibrator concentration

The result for an enzyme linear curve type is the sample rate
(response) in delta absorbance per minute multiplied by the
factor. For an enzyme linear curve type, the factor is always
user-programmed. The blank is used only as a check of reagent
quality (refer to the Blanks and Zero Calibrators section.) The
enzyme linear result is calculated as follows:
Result = Sample ResponseFactor
NOTE

The endpoint and two-point response


determination methods do not give responses in
delta absorbance per minute. Only a kinetic
response determination gives responses in delta
absorbances per minute.
When you calculate a factor for an enzyme test
that uses an endpoint or two-point test type as
the response determination method, keep the
following in mind to ensure the calculation of
correct test results:
an endpoint response determination method

gives responses in absorbance


a two-point response determination method

gives responses in delta absorbances per startto-start time

3-22

Nonlinear Curve Types

Understanding the System Calculations

You can combine any of the response determination methods


with the nonlinear response versus concentration curves for the
nonlinear curve types. The response is multiplied by a userdefined factor to scale the response. After the response is scaled,
it is called a rate even though the response may be a scaled
absorbance or absorbance difference.
Rates are obtained for calibrators using at least as many unique
concentrations as there are curve parameters to be determined.
The curve that minimizes the mean square error in rate is
determined by the iterative Gauss-Newton method.1
The curve types for the nonlinear calibrations are:
1-Logit4
2-Logit5
3-Exponential5
4-Polynomial5

A change of parameter with Z=a'Kc is used for the Logit models


(1-Logit4 and 2-Logit5) to allow faster convergence when the
value of a' approaches zero.
The parameters used for the nonlinear curve type calculations
are:
R

rate

= concentration of calibrators

R0 = response predicted by the mathematical model at


concentration C=0
Ln = natural logarithm function
e

= base of the natural logarithm function

a'

= ea

= a'Kc

a, b, c, d = various parameters which define the nonlinear


elements of each model
Kc = predicted difference between R00 (the rate for a calibrator
with infinite concentration) and R0 (Kc is a scale
parameter for 1-Logit4 and 2-Logit5)
K

= a scale parameter for Model 3

R. Cook and D. Wellington (1980), Data Handling for Emit


Assays, Syva Corp, Palo Alto, Ca.

Understanding the System Calculations

Nonlinear Curve Types


(Continued)

3-23

After fitting the curve to the data, the system accepts the curve if
the curve standard deviation is less than any user-defined limit
for that test. If no limit is specified, no check on the S.D. is
performed. The equation for standard deviation is:
NConc Reps(i)

S.D. =

i=1

j=1

[(yij-y
i)2 + (y
i-yi)2]
(NConc-x)

where:
NConc =

number of different calibrator concentrations

Reps(i) =

number of replicates for the ith concentration

yij

rate of the jth replicate for the ith concentration

yi

average rate of the ith concentration

yi

rate predicted by the curve for the ith concentration

4 for a 1-Logit4 curve type


5 for a 2-Logit5 curve type
5 for a 3-Exponential5 curve type
5 for a 4-Polynomial5 curve type

If N-x=0, then N-x is replaced with 4 for a 1-Logit4 curve


type, or replaced with 5 for a 2-Logit5, 3-Exponential5, or
4-Polynomial5 curve type.
If the S.D. is unacceptable, the calibration fails and the system
does not dispense samples for that test until the user intervenes.
You can accept the curve, delete or change calibrator rates and
concentrations, or request the system to refit the curve.
The rate prints on the run-time report along with the
concentration. The rate is not accessible after the run-time
report prints. The following occurs when the rates are outside
the range:
Samples with rates outside the range defined by the lowest
calibrator print with the flag Under, followed by the lowest

calibrator concentration.
Samples with rates outside the range defined by the highest
calibrator print with the flag Over, followed by the highest

calibrator concentration.

3-24

1-Logit4 Curve Type

Understanding the System Calculations

For a 1-Logit4 curve type, if the rate is plotted against the


logarithm of concentration, a sigmoidal curve that approaches R0
at a low concentration and R0+Z/a' at a high concentration
occurs. The curve has a center of symmetry at concentration
C50=(1/a)(1/b), where the slope is maximum and the rate is
halfway between the values for zero and infinite concentration.
For this curve, the parameter a is constrained at each iteration
to prevent a from going negative.
For a 1-Logit4 curve type, an iteration is accepted even if the
mean square error increases as long as the parameters b and Z do
not move toward zero by more than half their magnitude or move
away from zero by more than their magnitude. A rejected
iteration is repeated by increasing the damping and trying again.
The calculation for a 1-Logit4 curve type follows. Sample results
are then quantitated as:
R = R0 +

Z(Cb)
1 + a(Cb)

C = ex
where:

x=

-Ln

-a

(R-R0)
b

2-Logit5 Curve Type

For a 2-Logit5 curve type, you must run at least one zero
calibrator to ensure convergence of the curve fit iterations. This
convergence of the curve fit iterations is accepted for a 2-Logit5
curve type and 3-Exponential5 curve type only if the mean
square error decreases.
For a 2-Logit5 curve type, the parameters a, b, and c are all
constrained at each iteration to prevent them from going
negative. If parameters b and c are zero after the iterations
converge, the flat curve is useless and the system does not accept
the curve. Sample quantitation uses the Gauss-Newton method
of iteration since the curve equation does not have a solution for
C in closed form.
The calculation for a 2-Logit5 curve type is:
R = R0 +

Z(Cb)(e(cC))
1 + a(Cb)(e(cC))

Understanding the System Calculations

3-Exponential5 Curve Type

3-25

For a 3-Exponential5 curve type, the parameter c is constrained


at each iteration to prevent it from going negative. Otherwise,
the curves rate increases as the concentration approaches zero.
If the new value of the parameter c is zero, the parameter
a=Ln(a) is kept from increasing above zero; otherwise, the
curve rate increases as the concentration approaches zero.
If the curve has a maximum or minimum rate within the
concentration range of the calibrators, the system selects the
largest set of adjacent calibrator concentrations that do not go
over or under the range. Curve is useless - under concentration
minimum shows on the Calibration Data/Parameters screen if the
calibrators are below the range. Curve is useless - over
concentration maximum shows on the Calibration Data/
Parameters screen if the calibrators are above the range. Both
messages show on the Calibration Data/Parameters screen if
calibrators at both ends are rejected. The run-time report flags
Under or Over print for samples with rates outside the range of
rates for the selected calibrators. Sample quantitation uses the
Gauss-Newton method of iterations. This method is simpler than
using the solution to the cubic equation in closed form.
The calculation for a 3-Exponential5 curve type is:
R = R0 +Ke

4-Polynomial5 Curve
Type

CAUTION

[b(Ln(C)) + Ln(a)(Ln(C)2) + c(Ln(C)3)]

The 4-Polynomial5 curve type can sometimes fit


abnormal data to the curve and the system can
print erroneous results. For example, if the
reagent is expired, the system can use the
4-Polynomial5 curve type to quantitate the
results and the system will not flag the error.

For a 4-Polynomial5 curve type, you must run at least one zero
calibrator, since its average rate is used as curve parameter R0.
This calculation is linear in the other four parameters, allowing
linear regression to be used instead of Gauss-Newton iterations.
The linear regression curve fit minimizes the mean square error
in Ln(C) rather than in rate.
Since the curve predicts a rate of R0 at concentration C0=ea
instead of at zero, Under prints when the samples rate is below
that of the lowest nonzero calibrator. If the curve equation is
satisfied by more than one value of R for any value of C between
the lowest nonzero and highest calibrator concentrations, the
system prints Curve is nonmonotonic and does not accept the
calibration. The calculation for a 4-Polynomial5 curve type is:
Ln(C)=a+b[(R-R0)/100]+c[(R-R0)/100]2+d[(R-R0)/100]3
Sample quantitation consists of raising e to the power given by
the right-hand side of the curve equation.

3-26

Two-Point
Normalization

Understanding the System Calculations

To minimize the expense and inconvenience of running a large


number of immunoassay calibrators every day, the system can
run the lowest nonzero calibrator and the highest calibrator, with
at least two replicates of each calibrator. The concentrations for
these calibrators cannot be less than the concentration of the
lowest nonzero calibrator or greater than the concentration of
the highest calibrator used to establish the original curve. You
cannot select two consecutive calibrator concentration values.
If Curve is useless - under concentration minimum or Curve is
useless - over concentration maximum shows on the Calibration
Data/Parameters screen for the calibration curve at a particular
concentration, the normalizer concentrations cannot be less than
or greater than the concentrations that define the range.
A normalizing slope is calculated as:
m=

S(NH) - S(NL)
RH - RL

where:
S(NH) =

rate predicted by the stored curve for the high


normalizing calibrator

S(NL) =

rate predicted for the low normalizing calibrator

RH

average rate of the high normalizer

RL

average rate of the low normalizer

A normalizing intercept is then calculated as:


k = S(NL)-m(RL)
The system replaces the measured sample rates with m(R)+k
before printing the rates on the run-time report and before
quantitating these rates against the original curve. This
normalization calculation is mathematically equivalent to the
following:
assuming that the nonlinear curve parameters a, b, and c for

the 1-Logit4, 2-Logit5, and 3-Exponential5 curve types have


not changed since the original calibration
determining new R0 and Z or K parameters that are valid until

the next normalization


Two-point normalization cannot be applied to a 4-Polynomial5
curve type. A normalization with a slope of 1 and an intercept of
0 occurs whenever a full calibration curve is accepted.

Understanding the System Calculations

Qualitative Curve Type

3-27

You program a factor for a qualitative curve type. The system


uses this factor to multiply the determined response and yield a
result:
Result=Sample Response Factor
The numeric result prints (if enabled), along with a POS or NEG
flag. The flag indicates the presence or absence of the required
analyte as defined by subtracting the calibrator result from the
sample result. A qualitative curve type is used to assay Drugs of
Abuse in Urine (DAU) assays.
Since only the POS or NEG flag shows in the result field of the
final report or on the Patient Results screen, you lose any
numeric value unless you enable the system printer. You cannot
run blanks for the qualitative test type.
If multiple low calibrator replicates are run, a standard deviation
is calculated as:

S.D. =

(y
i - y0)2
N-1

where:
N

number of replicates for the low calibrator

yi

response of the Ith calibrators

y0

average of the replicates for the low calibrator

The S.D. is compared to the limit defined at the Curve S.D. Limit
field on the Definitions/Tests/Parameters screen. If the S.D.
exceeds the limit, the calibration is flagged as invalid. If no curve
S.D. limit is defined, the system does not check the standard
deviation.

3-28

Understanding the System Calculations

Summary of Curve Types


When you define a test, you can combine any test type
determination method with any curve type. Only blanked linear
and limited linear curve types allow you to program your own
factor or have the system calculate the factor from the calibrators.
For enzyme linear, qualitative, 1-Logit4, 2-Logit5,
3-Exponential5, and 4-Polynomial5 curve types, you must
program a factor.
Whether a factor is preprogrammed or calculated from
calibrators for a blanked linear or limited linear curve type
depends upon whether you type a value at the Factor field on the
Definitions/Tests/Parameters screen.
Refer to Table 3-4 for a summary of the curve types:
Table 3-1. Summary of Curve Types

Curve Type

Factor

Blank or
Zero Cal.
Used?

Blanked Linea

User-defined

Yes

Blanked Linear

Calculated

Yes

2 through 6

Enzyme Linear

User-defined

Yes

Limited Linear

User-defined

No

Limited Linear

Calculated

No

2 through 6

Qualitative

User-defined

No

Logit 4

User-defined

No

4 through 6

Logit 5

User-defined

Yes

5 and 6

Exponential 5

User-defined

No

5 and 6

Polynomial 5

User-defined

Yes

5 and 6

NOTE

Calibrator Concs.
(including blanks)

You cannot run a blank and a zero calibrator


for the same calibration, normalization, or
reblanking.

Understanding the System Calculations

3-29

Summary of Error Flags and Calibration Failures


This section gives a summary of:
rate and/or response error flags
result error flags
calibration failures
normalization failures
reblanking failures

Refer to Tables 3-2 and 3-3 for a summary of the flags that can
show on the Patient Results screen while the system calculates a
result or calibrates a test:
Table 3-2. Error Flags for a Rate and/or Response
This flag . . .

Means . . .

High abs

the absorbance of the sample is above the


linear region of the curve (for an
endpoint, two-point, or kinetic test type)

High pr abs

one or more data points at the primary


wavelength exceeded the internal high
absorbance limit for the system

(High primary absorbance)


High sc abs

(High secondary absorbance)

one or more data points at the secondary


wavelength exceeded the internal high
absorbance limit for the system

Low abs

the absorbance of the sample is below


the linear region of the curve (for an
endpoint, two-point, or kinetic test type)

Low pr abs

one or more data points at the primary


wavelength are lower than the internal
low absorbance limit for the system

Low sc abs

one or more data points at the secondary


wavelength are lower than the internal
low absorbance limit for the system

(Low secondary absorbance)


Noise

the SD of the best fit line (curve for


kinetic test type) is greater than two
times the expected S.D.

Nonlinear

a rate reaction for a test is not linear


(kinetic test type)

Outlier

two or more points were deleted because


they are outside of the line (curve for
kinetic test type) by more than four
times the S.D. of that line or curve

3-30

Understanding the System Calculations

Summary of Error Flags and Calibration Failures (Continued)


Table 3-3. Error Flags for a Result
This flag . . .

Means . . .

Control out

the control result failed the control rule


evaluation defined for the test

High conc.

the concentration is above the range for


the test

(High primary absorbance)

Calibration Failures

Over

the sample concentration is higher than


the concentration of the highest calibrator
in a quantitative immunoassay test
(1-Logit4, 2-Logit5, 3-Exponential5, or
4-Polynomial5 curve type)

Under

the sample concentration is lower than


the concentration of the lowest calibrator
in a quantitative immunoassay test
(1-Logit4, 2-Logit5, 3-Exponential5, or
4-Polynomial5 curve type)

Calibration failures can occur if the following conditions are


true:
The monochromatic average for a blank or zero calibrator

exceeds the low blank absorbance limit or high blank


absorbance limit.
The curve for a nonlinear curve type is nonmonotonic. (There

is no one-to-one correspondence between the response result


and the concentration.)
The standard deviation limit for the curve was exceeded.
An individual replicate was flagged while the system was

calculating its rate or response.


The calculated factor had more digits than can show on the

system screen.

Normalization or
Reblanking Failures

Normalization or reblanking failures can occur if an individual


replicate was flagged while the system was calculating its rate or
response.

Understanding the System Calculations

3-31

Summary of Automatic Reruns


The Express Plus automatically assays a sample a second time for
a specific test if the test result for that sample shows an error flag.
The Express Plus does not verify a result against the high and low
normal limits except it prints the result; therefore, the system will
not rerun a sample if it exceeds the high or low normal limits.
Depending on the flag, some samples are automatically diluted
before the system reruns the samples. The Express Plus will
rerun tests with sample volumes that are 5 L or less, but it will
not dilute those samples.
Table 3-4 is a summary of when the system will automatically
rerun a sample. Table 3-5 is a summary of automatic dilution
and rerun information.
Table 3-4. Automatic Reruns
This sample . . .

Is rerun if . . .

And is rerun . . .

patients and
controls

the rate, response, or


result was flagged for
any reason (only if it was
not rerun before)

once

diluted reruns for


patients and
controls

the Over flag was set

linearity flag was set


the High abs flag was
set and the factor is
positive

once if the following


conditions exist:
it has not been
rerun before
it is not a
qualitative test

the Low abs was set

the dilution ratio is

the High conc.

and the factor is


negative
blanks and
calibrators

a blank or calibrator was


flagged for any reason

>1
until twice the
number of scheduled
replicates are run

3-32

Understanding the System Calculations

Summary of Automatic Reruns (Continued)


Table 3-5. Automatic Dilution and Rerun
Error Flag

Dilution?

Control out

No

High absorbance limit exceeded. (negative factor)

No

High absorbance limit exceeded. (positive factor)

Yes

High blank limit exceeded.

No

High Concentration.

Yes

Low absorbance limit exceeded. (negative factor)

Yes

Low absorbance limit exceeded. (positive factor)

No

Low blank limit exceeded.

No

Noise limit exceeded.

No

Nonlinearity limit exceeded.

No

Outlier

No

Over

Yes

Primary wavelength abs is high.

No

Primary wavelength abs is low.

No

Secondary wavelength abs is high.

No

Secondary wavelength abs is low.

No

Under

No

Understanding the System Calculations

3-33

Summary of Control Rules


The Express Plus has several statistical functions to help you
monitor the performance of the system and the accuracy and
precision of your results.
The control measurements are designed for applications where
stable control materials are available and are analyzed repeatedly
over long periods of time. These procedures provide:
data analysis and display via control charts (Levey-Jennings),

so that computerized data handling is not necessary


easy adaptation and integration into the existing control

practices in clinical laboratories


a low level of false rejection or false flags
an improved capability for detecting performance variations
some indication of the type of control rule violation(s)

occurring when a test is flagged, to aid in problem solving

How the Express Plus Uses Control Rules


Control rules are used as a criterion for judging whether the
observations represent stable or unstable performance of the
analytical method. They attempt to signal when the control
measurements no longer represent the expected or previously
observed performance. If a control result violates a defined
control rule1, the result is flagged on the run-time report.
There are several control rules that you can define for a
test/control pair. The system uses the control rules to
systematically evaluate the control results using the 1-2s rule first,
then moving to each additional control rule defined for the
test/control pair. If a control result violates a defined rule, the
system stops the evaluation process and flags the control result
with that rule violation flag.
The following explanations of the control rules assume that all
the control rules are defined for a test/control pair.

For additional information about the control rules, refer to:


Westgard, J.O., Barry, Patricia L., and Hunt, Marian R., Clin.
Chem. 27/3, 493-501 (1981)

3-34

Understanding the System Calculations

1-2s Rule

The Express Plus uses the 1-2s rule to determine if further


evaluation of a control result is required. The system
automatically evaluates this rule for all defined tests. If a control
result exceeds the 2 S.D. limit, the system then evaluates the
result against other control rules defined for the test; if other
rules are not defined, the system prints 1-2s next to the control
result as a warning, but does not shut down the test.

1-3s Rule

The 1-3s rule detects control results which exceed typical


random variation. If the control result is outside the 3 S.D. limit,
the system prints 1-3s next to the control result.

2-2s Rule

The 2-2s rule detects systematic changes, such as shifts in control


results. If the current control result and the previous result for
the same test/control pair exceed the same 2 S.D. limit, the
system prints 2-2s next to the result. The Express Plus does not
evaluate 2-2s across control materials.

4-1s Rule

The 4-1s rule detects systematic changes, such as small shifts in


control results. If the current result and the three preceding
control results for the selected test exceed the same 1 S.D. limit
on the same side of the mean, the system prints 4-1s next to the
result.
The system first applies this rule across control materials by using
the most recent control result and the three preceding control
results, regardless of control materials. Since this rule uses the
most recent control results to evaluate across control materials,
this evaluation might not always include each different control
material defined for the test.
If the Express Plus finds four control results across control

materials that do not violate the 4-1s rule, then it evaluates the
4-1s rule within a single control material.
If the system cannot find four control results across control
materials, it cannot evaluate the 4-1s rule, so it prints 1-2s next

to the result.
If the Express Plus finds four control results within a control

material that do not violate the 4-1s rule, then it evaluates the
10x
rule.
If the system cannot find four control results within the control

material, it cannot evaluate the 4-1s rule, so it goes on to


evaluate the 10x
rule. If the 10x
rule is not defined for the
test/control pair, the system prints 1-2s next to the result.

Understanding the System Calculations

10x
Rule

3-35

The 10x
rule detects small shifts in control results. If the current
control result and the nine preceding control results for the
selected test fall on the same side of the mean, the system prints
10x
next to the result.
The Express Plus first applies this rule across control materials
by using the most recent control result and the nine preceding
control results, regardless of control materials. Since this rule
uses the most recent control results to evaluate across control
materials, this evaluation might not always include each different
control material defined for the test.
If the Express Plus finds ten control results across control

materials that do not violate the 10x


rule, then it evaluates the
10x
rule within a single control material.
If the system cannot find ten results across control materials, it
cannot evaluate this rule, so it prints 1-2s next to the result and

stops the control rule evaluation process.


If the system cannot find ten results within a control material,
it cannot evaluate this rule, so it prints 1-2s next to the result

and stops the control rule evaluation process.

Using a Combination
of Control Rules

The Express Plus uses a combination of control rules to apply a


series of decision criteria to the analytical process.
The 1-2s rule is used as a warning rule and when violated, the
Express Plus performs a more detailed evaluation of the data
using the other control rules defined for the test/control pair. If
the control evaluation does not exceed a 2 S.D. limit, the result is
valid and the system reports the result without a control rule
error flag.
If the control evaluation exceeds a 2 S.D. limit, violating the 1-2s
rule, the system evaluates the control sequentially by applying the
1-3s, 2-2s, 4-1s, and 10x
rules, or whatever combination of these
rules is defined for the test/control pair. If none of the defined
rules is violated, the result is valid and reported. If any one of
the defined rules is violated, the system prints next to the result
the control rule error flag of the first rule violated, indicating that
the result is out-of-control.
Refer to Figure 3-2 for the control rule evaluation process flow,
and the priorities of the control rules.

3-36

Understanding the System Calculations

Using a Combination
of Control Rules
Figure 3-2. Flowchart of Control Rule Evaluations

(Continued)
Start
Evaluating
Rules

Does
result violate
1-2s rule?

No

System reports
the result

No

Stop
Evaluating
Rules

Yes

System reports
the result with
the 1-3s flag

Yes

System reports
the result with
the 2-2s flag

Yes

System reports
the result with
the 4-1s flag

Yes

Is 1-3s rule
defined for
the test?

Yes

No

Is 2-2s rule
defined for
the test?

No

Yes

No

Is 4-1s rule
defined for
the test?

No
System reports
the result with
the 1-2s flag

Does
result violate
2-2s rule?
No

Yes

No

Is 10x rule
defined for
the test?

Does
result violate
1-3s rule?

Does
result violate
4-1s rule?

System
automatically
reruns sample

No

Yes

Does
result violate
10x rule?

Yes

System reports
the result with
the 10x flag
Yes

No
Is
Automatic Test
Shutdown
ON?
Yes
System shuts
down the
test

No

Is
this an initial
result (not a
rerun)?
No
Stop
Evaluating
Rules

Understanding the System Calculations

Sample
Interpretation

3-37

The following scenario offers a sample interpretation of the


application of control rules for a typical Express Plus test (refer
to Figures 3-3 and 3-4).
For this scenario, the operator has:
defined the following at the Definitions/Control/Limits screen:
Control

Expected Mean

Expected 1 S.D.

Control 1

2.5

0.5

Control 2

6.0

1.0

defined control rules 2-2s and 10x


for the test/control pair (the

system automatically uses the 1-2s rule for all tests)


collected the following control results:
Control

Result

Date

Interpretation

Control 1

2.9

1-1-92

2.9 is within 1 S.D., so the system


does not start control rule evaluation

Control 2

6.6

1-1-92

6.6 is within 1 S.D., so the system


does not start control rule evaluation

Control 1

2.9

1-2-92

2.9 is within 1 S.D., so the system


does not start control rule evaluation

Control 2

7.1

1-2-92

7.1 is >1 S.D. but <2 S.D.


1-2s rule is not violated, so the
system does not start control rule
evaluation

Control 1

3.3

1-3-92

3.3 is >1 S.D. but <2 S.D.


1-2s rule is not violated, so the
system does not start control rule
evaluation

Control 2

7.2

1-3-92

7.2 is >1 S.D. but <2 S.D.


1-2s rule is not violated, so the
system does not start control rule
evaluation

Control 1

3.2

1-4-92

3.2 is >1 S.D. but <2 S.D.


1-2s rule is not violated, so the
system does not start control rule
evaluation

Control 1

3.0

1-5-92

3.0 is within 1 S.D., so the system


does not start control rule evaluation
(Continued on the next page)

3-38

Sample Interpretation
(Continued)

Understanding the System Calculations

Control

Result

Date

Interpretation

Control 1

3.6

1-6-92

3.6 is >2 S.D.


starts evaluation of selected

control rule(s)
preceding Control 1 value (3.0)

is not greater than 2 S.D. (2-2s


rule is not violated)
although all preceding results

across and within controls lie on


the same side of the mean, 10
points are not available for this
control (10x
rule is not violated)
value is flagged 1-2s

Control 2

8.2

1-7-92

8.2 is >2 S.D.


starts evaluation of selected

control rule(s)
preceding Control 2 value (7.2)

is not greater than 2 S.D. (2-2s


rule is not violated)
current value and preceding 9

values across controls


(regardless of control material)
are on same side of mean (10x

rule is violated)
result is flagged 10x
and further

control rule evaluation stops


Control 1

3.9

1-8-92

3.9 is >2 S.D.


starts evaluation of selected
control rule(s)
preceding Control 1 value (3.6)
is also greater than 2 S.D. (2-2s
rule is violated)
result is flagged 2-2s and further
control rule evaluation stops

Understanding the System Calculations

Sample Interpretation
(Continued)

3-39

Figure 3-3. Control 1 Results (Example)


QC Levey-Jennings Report
09-MAR-1992 14:28
Test: XXX
Plot Type:

Control Name: Control 1


Expected Mean:
2.5
One SD:
0.5
4.0

3.5

3.0

2.5

2.0

1.5

1.0

01-MAR-1992

08-MAR-1992

Figure 3-4. Control 2 Results (Example)


QC Levey-Jennings Report
09-MAR-1992 14:28
Test: XXX
Plot Type:

Control Name: Control 2


Expected Mean:
6.0
One SD:
1.0
9.0

8.0

7.0

6.0

5.0

4.0

3.0

01-MAR-1992

08-MAR-1992

3-40

Understanding the System Calculations

Special Considerations for Q.C. Statistics


All control results, including reruns, go into the Q.C. database

for the test/control pair.


You cannot manually add or modify a Q.C. result in Q.C.

Statistics.
The number of possible points stored per test is 2047. The

system uses all the data points when calculating the lifetime
mean, and stores the data points in reverse chronological
order, such that 2048 overwrites 1, and 2049 overwrites 2, etc.,
when calculating the actual mean.
For QCSystems Summary Reports, if the number of points for

the test is 1, the system prints 0.0 as the S.D.


For QCSystems Summary Reports, if the number of points for
the test is 0, the system prints NO RESULTS (a Mean or 1 S.D.

is not printed).
Only control results for a defined control go into the Q.C.

database.
If you select Expected Mean at the Control Rule Evaluation field

on the Definitions/Tests/Controls screen, but you do not define


the Expected Mean or 1 S.D. at the Definitions/Control/Limits
screen, the system cannot evaluate those controls.
If you select Expected Mean at the Control Rule Evaluation field

on the Definitions/Tests/Controls screen, and N = 1, the


system cannot evaluate those controls.
When you select Lifetime at the Plotted Against field on the

Q.C. Statistics/Levey-Jennings screen, and you have only a few


data points stored in the Q.C. database for the test/control
pair, the results might appear skewed until you collect enough
data points to stabilize the statistics.
The system stores actual control results (not POS or NEG) for

qualitative tests in the Q.C. database. The system also shows


actual control results on the Q.C. Statistics screens and reports.
The system does not use excluded data points when evaluating

control rules.

Understanding the Express Plus Programs

4 Understanding the Express Plus Programs

4-1

Page

About This Section

4-3

Using the Main Menu Programs

4-3

Worklist Program

4-7

Patient Results Program

4-11

Calibration Data Program

4-14

Q.C. Statistics Program

4-21

Definitions Program

4-32

Options Program

4-49

Diagnostics/Maintenance Program

4-57

Load Alternate Program

4-64

4-2

Understanding the Express Plus Programs

4 Understanding the Express Plus Programs (Continued)


This section of the manual explains the Express Plus software
programs and functions. Use this chart to find the information
that you need in this section.
If you want to learn . . .

Refer to . . .

about the program choices available


at the Express Plus main menu

Using the Main Menu


Programs

how to use the Worklist program to


create or modify a worklist of tests
and samples

Worklist Program

how to use the Patient Results


program to view, modify, or print
patient results

Patient Results Program

how to use the Calibration Data


program to review calibration status,
review or edit calibration data, and
accept, erase, or rerun a calibration
curve

Calibration Data Program

how to use the Q.C. Statistics


program to view control results and
Levey-Jennings plots, and print Q.C.
statistics

Q.C. Statistics Program

how to use the Definitions program


to review or modify the factorydefined test parameters, or customize
parameters for tests, profiles,
calibrators, controls, and blanks

Definitions Program

how to use the Options program to


set or modify the system, printing,
test order, and communications
options, and use the disk options to
backup or restore data files

Options Program

how to use the Diagnostics/


Maintenance program to verify
system operation or troubleshoot
your Express Plus

Diagnostics/Maintenance
Program

how to use the Load Alternate


Program program to re-install system
software

Load Alternate Program


(also refer to your Express
Plus Software Installation
Instructions)

Understanding the Express Plus Programs

4-3

About This Section


This section describes the Express Plus Main Menu programs and
functions. Software maps illustrate the program menus and
screens that you can use in each program.
You access the Help and Status programs by pressing the fixedfunction keys labeled HELP and STATUS. You can press HELP at
any program screen to obtain more information about the
operations, screen fields, or function keys available at that screen.
You can press STATUS at any screen to obtain current system
status information.
For information about using the Help program to obtain

online instructions and explanations, refer to Section 8, Using


the HELP and STATUS Programs.
For information about using the Status program to view system
status information, refer to Section 8, Using the HELP and
STATUS Programs.
For details about using the Status program to troubleshoot the

Express Plus, refer to Section 10, Troubleshooting the Express


Plus.

Using the Main Menu Programs


The Main Menu screen, shown in Figure 4-1, lists the programs
that the Express Plus shows after the Startup screen activities are
completed, or whenever you press MAIN MENU.
Figure 4-1. Main Menu Screen

Main Menu
F1 Worklist
F2 Patient Results
F3 Calibration Data
Press the required
function key.

F4 Q.C. Statistics
F5 Definitions
F6 Options
F7 Diagnostics/Maintenance
F8 Load Alternate Program

4-4

Understanding the Express Plus Programs

Using the Main Menu Programs (Continued)


You access each Main Menu program by pressing the function
key that corresponds to the program at the Main Menu.
Figure 4-2 shows the Main Menu programs and functions. Use
the following chart to select the program that you need:
If you want to . . .

Press . . .

create or modify a worklist that contains the


tests scheduled for patient samples, controls,
calibrators, or blanks

F1 Worklist

review or edit patient results

F2 Patient Results

print collated patient reports


review calibration curve status

F3 Calibration Data

review or edit calibration data


accept, erase, or rerun a calibration curve
review quality control (Q.C.) data in tabular or
Levey-Jennings plot formats

F4 Q.C. Statistics

print Q.C. data and statistical reports, or print


QCSystems reports
review or customize parameters for factorydefined tests

F5 Definitions

define new tests, profiles, calibrators, controls,


or blanks
set or modify options for the system, printing,
test order, or communications

F6 Options

back up or restore files, or format a floppy disk


to use with the Express Plus
verify system operation or troubleshoot
problems in system hardware

F7 Diagnostics/

this is a special program that you use only to


re-install system software

F8 Load Alternate

Maintenance

Program

The rest of this section explains each Main Menu program and
provides:
a software map of each program
a chart that describes the functions of each program
a chart that briefly describes the screen fields of each program

Understanding the Express Plus Programs

4-5

Using the Main Menu Programs (Continued)


Figure 4-2. Main Menu Programs and Functions
Main Menu

Patient Results

F1 Worklist

F2

Worklist/Tests:
(Patient) Screen

Patient Results
Screen

Next Request

Next Request

F1

Previous Request

F2

F3

Find Request

F3

Find Request

F4

Insert Request

F4

Edit Request

Erase Request

F7

Load Sample

F8

F1
F2

F5
F6

Previous Request

Worklist

F3

Calibration Data
Screen

Calibration Data/
Parameters
Screen

F8

F4

Q.C. Statistics

Q.C. Statistics
Screen

F1
F2

F8

Data
F3
F8

Data
Levey-Jennings
Summary Stats
QCSystem

Calibration Data/
Data Screen

More
F4

F7

Calibration Data

Edit

Results
Demographics
F1
F2

Recalculate
Rerun

F3

Accept

F6

Erase

F8

Parameters

(Continued on the next page)

4-6

Understanding the Express Plus Programs

Using the Main Menu Programs (Continued)


Figure 4-2. Main Menu Programs and Functions (Continued)
Main Menu
(Continued)

F5 Definitions

Definitions
Menu

F1
F2

Test
Profile

F6 Options

Options Menu

F1
F2

System Options
Printing Options

F3

Control

F3

Test Order

F4

Calibrator

F4

Communications

F5

Blank

F5
F6

Disk Options
Reset System

Diagnostics/
F7 Maintenance

Diagnostics/
Maintenance
Menu

F1

Precision Check

F2

Manual Operations

F3

Lamp Alignment

F4
F5

System Version
Probe Tip Calibration

Alternate
F8 Load
Program

Load Alternate
Program Screen

F1

Boot Floppy

Understanding the Express Plus Programs

4-7

Worklist Program
The Worklist program contains the options that allow you to
create and manage a worklist of your patient samples, controls,
calibrators, and blanks. You can also move to the Patient Results
program from the Worklist program. Refer to Section 6,
Operating the Express Plus, for more information about using the
Worklist program to schedule your daily worklists.
Use the Worklist program to:
schedule your daily worklist of tests for patient samples,

controls, calibrators, and blanks


enter patient demographic information for patient samples
review, modify, erase, or add to a current worklist
load a single or Stat sample while the system is assaying tests
print a sample loadlist to help you load the scheduled samples
in the correct sample tray positions (press PRINT at the

Worklist/Tests screen)
Figure 4-3 shows the Worklist program and its options:
Figure 4-3. Worklist Program Map
F1 Worklist

Worklist/Tests
Screen

F1

Next
Request

F2

Previous
Request

F3

Find
Request

F1

F1

Request
Number

F2

Cup
Number

F3

F4

Erase
Worklist

Patient
Name

F4

Insert
Request

F2

F5

Erase
Request

Patient
ID

F5

Erase
Request

F3

F6

Patient
Name

First
Request

F6

Load
Sample

F4

F7

Patient
ID

Last
Request

F7

* At the Worklist/Tests screen, the functions of F7 and F8 can


change, depending upon the sample type that you select.

Repeat

F8

4-8

Understanding the Express Plus Programs

Worklist Program (Continued)


When you select F1 Worklist at the Main Menu, the Worklist/
Tests screen shows the first request in the worklist with the
default sample type as Patient. The sample type is a toggle
selection. To select Calibrator, Control, or Blank as the sample
type, move the cursor to Sample Type, press SELECT until the
required sample type shows, then press the required function key
(F7 and F8 functions change, depending upon the sample type
you select):
To . . .

Press . . .

show the request with the next scheduled cup


number

F1 Next Request

show the request with the next lower cup


number

F2 Previous

show the request you want by searching for the


request number, cup number, patient name,
patient ID number, or by searching for the first
request, last request, or repeated request

F3 Find Request

Request

These Find functions keys show on the screen:


F1 Request Number to find a request by
number
F2 Cup Number
to find a request by cup
F3 Patient Name
to find a request by name
F4 Patient ID
to find a request by ID
F5 First Request
to find the first request
F6 Last Request
to find the last request
F7 Repeat
to repeat the last Find
create a new request with the next available
request and cup numbers

F4 Insert Request

erase a request or erase the entire worklist

F5 Erase Request

These Erase function keys show on the screen:


F1 Erase Worklist to erase the entire worklist
F2 Erase Request to erase the current request
F3 Patient Name
to erase a request by name
F4 Patient ID
to erase a request by ID
load a Stat or single sample while the system is
assaying samples or idle

F6 Load Sample
(Continued on the next page)

Understanding the Express Plus Programs

4-9

Worklist Program (Continued)


To . . .

Press . . .

automatically schedule the calibrators defined


for the test in the worklist, when the Sample
Type is Calibrator

F7 Schedule
Calibs.

These Schedule Calibs. function keys show on


the screen:
F1 Calibrate
to schedule a full calibration
F2 Normalize to schedule defined normalizers
for a nonlinear curve
F2 Reblank
to schedule the zero calibrators
for a blanked linear curve
go to the Patient Results screen from the
Worklist/Tests/Patient, Demographics, or
Control screen to view, modify, or enter results

F7 Results

go to the Demographics screen from the


Worklist/Tests/Patient screen to enter patient
demographic information

F8 Demo-

go to the Worklist/Concentrations screen from


the Worklist/Tests/Calibrator screen to review,
modify, insert, or erase the concentrations for
the selected calibrator

F8 Concen-

go to the Worklist/Tests screen from the


Worklist/Tests/Demographics or Concentrations
screen to schedule more tests and samples

F8 Tests

graphics

trations

Use this chart to locate the meanings of the fields (shown in


alphabetical order) that can show on the Worklist screens:
This field . . .

Shows . . .

At the Worklist/

Age

the patients age or date of


birth (max. 8 alphanumeric
characters)

Demographics screen

Blanks

the set of up to 10 defined


blanks

Blanks screen

Calibrator
Name

the name of the selected


calibrator

Concentrations screen

Calibrators

the set of up to defined 10


calibrators

Calibrators screen

Comments

5 lines (40 characters each) of


comments about the patient

Demographics screen
(Continued on the next page)

4-10

Understanding the Express Plus Programs

Worklist Program (Continued)


This field . . . Shows . . .

At the Worklist/

Conc.

the concentrations of the


calibrator defined for the
selected test

Concentrations screen

Controls

the set of up to 13 defined


controls

Controls screen

Patient ID

the unique code that


identifies the patient
(maximum 12 alphanumeric
characters)

Demographics screen

Patient
Name

the patients name (maximum


30 characters)

Demographics screen
Tests (Patient) screen

Profiles

the set of up to 10 defined


profiles

Profiles screen

Request
Number

the unique number that


identifies the request in the
worklist

All Worklist screens

Sample
Type

the type of sample that uses


the request (Patient, Control,
Calibrator, or Blank)

All Worklist screens,


except Concentrations
and Demographics

Sex

the patients gender or none


(maximum 8 alphanumeric
characters)

Demographics screen

Stat?

whether the sample is a Stat


(Yes or No)

Tests (Patient) screen


Demographics screen
Control screen

Tests

the set of up to 48 tests


defined on the system

Tests (Patient) screen


Control screen
Calibrator screen
Concentrations screen
Blank screen

Tray/Cup
Number

the alphabetic sample tray


code that identifies the
sample tray installed on the
system (tray codes: A
through I)

All Worklist screens

the cup number that


identifies the cup position for
the request and sample
(sample or pediatric cups use
1 through 40;
primary sample tubes use
1 through 20)

Understanding the Express Plus Programs

4-11

Patient Results Program


The Patient Results program contains the options that allow you
to view, enter, modify, or delete test results for any patient or
control sample. There is a Patient Results screen for each patient
or control sample that you scheduled in the worklist. You can
also move to the Worklist program from the Patient Results
program. Refer to Section 6, Operating the Express Plus, for
more information about using the Patient Results program.
Use the Patient Results program to:
view patient or control results for completed tests
manually enter patient or control results for any defined test,

including factory-defined, user-defined, and off-system tests


(you cannot enter results for ratio tests)
modify or delete patient or control results for any test
NOTE

If you manually enter (type) a result for a


scheduled test, the test is no longer selected. If
a test is rescheduled and assayed again, the
assayed test result replaces the result that you
entered manually.

Figure 4-4 shows the Patient Results program and its options:
Figure 4-4. Patient Results Program Map
F2

Patient Results

Patient Results
Screen

F1 Next
Request

F1

Request
Number

F2

F2 Previous
Request

Cup
Number

F3

Patient
Name

F3 Find
Request

F4

Patient
ID

F4 Edit
Request

F5

First
Request

F7 Worklist

F6

Last
Request

F8 More

F7

Repeat

4-12

Understanding the Express Plus Programs

Patient Results Program (Continued)


When you select F2 Patient Results at the Main Menu, the Patient
Results screen shows for the first patient or control request in the
worklist. Press the function key that corresponds to what you
need to do:
To . . .

Press . . .

show the request with the next scheduled cup


number

F1 Next

show the request with the next lower cup number

F2 Previous

Request

Request

show the request you want by searching for the


request number, cup number, patient name,
patient ID number, or by searching for the first
request, last request, or repeated request

F3 Find
Request

These Find functions keys show on the screen:


F1 Request Number to find a request by number
F2 Cup Number
to find a request by cup
F3 Patient Name
to find a request by name
F4 Patient ID
to find a request by ID
F5 First Request
to find the first request
F6 Last Request
to find the last request
F7 Repeat
to repeat the last Find
obtain a cursor on the screen and modify or delete
the results for the selected request

F4 Edit

go to the Worklist/Tests screen to view the worklist


for the selected request

F7 Worklist

view the remaining results for the selected request


when all the available results do not show on one
screen

F8 More

print a collated report of the results shown on the


Patient Results screen

PRINT

These Print functions keys show on the screen:


F1 Current Request to print a report for the request
shown on the screen
F2 Patient Name

to print a report for all the


requests with a specified
patients name

F3 Patient ID

to print a report for all the


requests with a specified
patients ID number

F4 Cup Range

to print reports for the specified


range of cup numbers

F8 All Requests

to print reports for all the


patient and control requests

Request

Understanding the Express Plus Programs

4-13

Patient Results Program (Continued)


Use this chart to locate the meanings of the fields (shown in
alphabetical order) that show on a Patient Results screen:
This field . . .

Shows . . .

Control Name

the name of the control that uses the selected


request, when the Sample Type for the request is
Control

Flag

the result error flag that can print next to a control


or patient result (only the highest priority result
error flag shows; the run-time report shows all of
the flags that affect a sample)

Patient Name

the name of the patient

Request
Number

the unique number that identifies each entry in the


worklist

Result

the test result(s) for the selected request (POS or


NEG shows for qualitative tests)

Sample Type

the type of sample (Patient or Control) indicated for


the request

Test

the defined tests

Tray/Cup
Number

the alphabetic tray code that identifies the sample


tray installed on the system (tray codes: A through I)
the cup number that identifies the cup position for
the request and sample (sample or pediatric cups use
1 through 40; primary sample tubes use 1
through 20)

4-14

Understanding the Express Plus Programs

Calibration Data Program


The Calibration Data program contains the options that allow
you to view and manage test calibrations and calibration data.
For more information about using the Calibration Data program,
refer to Section 7, Using the Calibration Data and Q.C. Statistics
Programs.
Use the Calibration Data program to:
review the calibration curve for any test
accept, erase, or rerun an invalid calibration curve
modify the data and recalculate a calibration curve

Figure 4-5 shows the Calibration Data program and its options.
Figure 4-5. Calibration Data Program Map
F3

Calibration Data

Calibration Data
Screen

Calibration Data/
Parameters
Screen

F8

Data

Calibration Data/
Data Screen

F4

F1

Edit

Recalculate

F2

Rerun

F3

Accept

F6

Erase

F8

Parameters

Calibration Data/
Parameters
Screen

F1

Recalculate

F2

Rerun

F3

Accept

F6

Erase

F8

Data

Understanding the Express Plus Programs

4-15

Calibration Data Program (Continued)


When you select F3 Calibration Data at the Main Menu, the
Calibration Data screen shows with the current calibration status
of each defined test.
When you select the test you want to view or modify, the
Calibration Data/Parameters screen shows with the current
calibration, normalization, or reblanking parameters and one
function key available: F8 Data.
If you need to edit the calibration data, press F8 Data to go to the
Calibration Data/Data screen, then press F4 Edit. The Edit
functions show on the screen. Press the function key that
corresponds to what you need to do:
NOTE

You cannot edit an error, curve S.D., mean, or


the curve status. If you need to modify those
statistics, recalculate the curve.

To . . .

Press . . .

calculate the curve again

F1 Recalculate

rerun the calibration curve:

F2 Rerun

1. Move the cursor to the required data point(s).


2. Press DELETE to delete the value(s).
3. Load the calibrators on the sample tray.
accept a calibration curve to override an invalid
curve status

F3 Accept

erase a new curve, or erase a normalized or


reblanked curve, if the curve status is invalid or
incomplete

F6 Erase

erase a new curve if the curve status is invalid and


the stored curve for the test is expired (you must
assay a new set of calibrators for the test)

F6 Erase

go to the Calibration Data/Parameters screen and


use the Edit function keys

F8 Parameters

4-16

Understanding the Express Plus Programs

Calibration Data Program (Continued)


Use this chart to locate the meanings of the fields (shown in
alphabetical order) that can show on the Calibration
Data/Parameters and Calibration Data/Data screens:
This field . . . Shows . . .

At the Calibration

Calibration
Status

the status of the calibration data


for a selected test

Data and
Data/Data screens

Conc.

the calibrator concentrations used


to calibrate the test (refer to
Definitions for more information).
Low Cal. shows instead of the
calibrator concentrations for
qualitative curve types, and is the
calibrator used to determine the
negative or positive responses.

Data/Data screen

Curve
Parameters

the parameters used to calculate


the curve (dependent upon the
curve type selected for the test):
Curve Type:
Parameters:
blanked linear
Low Cal., Factor
enzyme linear
Low Cal., Factor
limited linear
Low Cal., Factor
qualitative
Low Cal., Factor
1-Logit4
R0, Z, a, b
2-Logit5
R0, Z, a, b, c
3-Exponential5
R0, K, a, b, c
4-Polynomial5
R0, a, b, c, d

Data/
Parameters screen

Where:
Low Cal. is the mean response of
the lowest calibrator
Factor is the factor calculated from
the calibrator values
K, R0, and Z are nonlinear
parameters used to scale the curve:
K and Z are slopes
R0 is the predicted rate of a
concentration of zero (intercept)
a, a, b, c, and d are nonlinear curve
parameters
Curve S.D.

the standard deviation of the data


for the calibration line or curve
(for linear curves, multiplied by
the absolute value of the factor to
convert to concentration units)

Data/
Parameters screen

(Continued on the next page)

Understanding the Express Plus Programs

4-17

Calibration Data Program (Continued)


This field . . .

Shows . . .

At the Calibration

Data (1, 2, 3)

the reading for a particular


replicate of the indicated
concentration (one-replicate
minimum per concentration)

Data/Data screen

Error (1, 2, 3)

the difference between the actual


responses read from the cuvette
and the response predicted from
the calibration curve

Data/Data screen

Last
Calibration

that a full calibration was the last


action taken for the selected
curve, and shows the date that the
current calibration curve was
calculated

Data/Parameters
screen

Last
Normalization

that a normalization was the last


action taken for the selected
curve, and shows the date that the
calibration curve was normalized

Data/Parameters
screen

Last
Reblanking

that a reblanking was the last


action taken for the selected
curve, and shows the date that the
calibration curve was reblanked

Data/Parameters
screen

Maximum

the concentration value that was


below the concentration
maximum

Data/Parameters
screen (for
normalized curves)

Mean
Response

the mean of all responses for a


given concentration

Data/Data screen

Minimum

the concentration value that was


below the concentration
minimum

Data/Parameters
screen (for
normalized curves)

Normalization
Parameters

the parameters used to calculate


the normalized curve, when the
curve is invalid. The parameters
for the normalized curve are:
Curve Type:
Parameters:
1-Logit4
Slope, Intercept
2-Logit5
Slope, Intercept
3-Exponential5
Slope, Intercept
4-Polynomial5
Slope, Intercept

Data/Parameters
screen (for
normalized curves)

Normalization
Status

the status of the normalization


data for a selected test

Data/Parameters
screen (for
normalized curves)
(Continued on the next page)

4-18

Understanding the Express Plus Programs

Calibration Data Program (Continued)


This field . . .

Shows . . .

At the Calibration

Reason for
rejection

the curve is not valid for one of


the following reasons (refer to the
Section 7 tab, Defining
Calibration Values/ Calibrating
Tests, for an explanation of each
message):

Data/Parameters
screen

Curve data is useless


Curve is nonmonotonic
Curve is useless - under concentration
Curve is useless - over concentration
Curve is useless - outside concentration
range
Bad replicate
A replicate sets SD was too high
Curve SD was too high
Factor is outside the predicted range
for a factor
Reblanking
Parameters

the parameters used to calculate


the reblanked curve, when the
curve is invalid. The parameters
for the reblanked (blank linear)
curve are Low Cal. and Factor.
Where:
Low Cal. is the mean reagent
blank response
Factor is the factor calculated
from the calibrator values

Data/Parameters
screen (for
reblanked curves)

Reblanking
Required

the date and time that the curve


for the selected test requires
reblanking

Data/Parameters
screen

Recalibration
Required

the date and time that the curve


for the selected test requires full
calibration

Data/Parameters
screen

Renormalization Required

the date and time that the curve


for the selected test requires
normalization

Data/Parameters
screen

Reblanking
Status

the status of the reblanked data


for a selected test

Data/Parameters
screen (for
reblanked curves)
(Continued on the next page)

Understanding the Express Plus Programs

4-19

Calibration Data Program (Continued)


This field . . .

Shows . . .

At the Calibration

Rep. S.D.

the standard deviation of all


replicates for a certain calibrator
level (for linear curves,
multiplied by the absolute value
of the factor to convert to
concentration units)

Data/Data screen

Test

the abbreviation for the selected


test (maximum number of
characters is 7)

Data/Parameters
and Data/Data
screens

Test Name

the name of the selected test

Data/Parameters
and Data/Data
screens

4-20

Understanding the Express Plus Programs

Calibration Data Program (Continued)


The Calibration Data/Parameters screen shows the status of the
stored calibration curve for the test that you select. Refer to the
Section 7 tab, Defining Calibration Values/Calibrating Tests, for
an explanation of your options for each calibration status.
This chart explains the status terms:
This term . . .

Means . . .

CURRENT

the test did not exceed the defined calibration


interval.

EXPIRED

the test requires calibration before you can assay the


patient and control samples scheduled in the
worklist.

INCOMPLETE

the test is scheduled, but not all the data points are
collected, or you edited data point(s) but did not
recalculate the curve.

IN PROCESS

the calibrators are scheduled or running, or all data


points are not yet stored.

INVALID

a new calibration curve was calculated for the test,


but the system did not automatically accept the
curve, and you did not manually accept the curve.
The system cannot assay the patient or control
samples scheduled in the worklist for this test until
the calibration status is modified or new calibrators
are scheduled and run.

NONE

calibration data is not stored for the test; this


occurs when you modify the test definition.

NORMALIZED

the calculated curve was normalized; the system will


use this curve to calculate results for the test.

REBLANKED

the calculated curve was reblanked and the intercept


was updated; the system will use this curve to
calculate results for the test.

SCHEDULED

calibrators for this test are pending in the worklist,


but data points are not yet stored.

Understanding the Express Plus Programs

Q.C. Statistics Program


The Q.C. Statistics program enables you to view and manage your
quality control (Q.C.) data. For more information about using
the Q.C. Statistics program, refer to Section 7, Using the
Calibration Data and Q.C. Statistics Programs.
Use the Q.C. Statistics program to:
review the Q.C. statistics for any test/control pair as tabular

data, a Levey-Jennings plot, or a summary


print Q.C. statistics reports and QCSystems reports

Figure 4-6 shows the Q.C. Statistics program and its options.

4-21

4-22

Understanding the Express Plus Programs

Q.C. Statistics Program (Continued)


Figure 4-6. Q.C. Statistics Program Map
F4

Q.C. Statistics

Q.C. Statistics
Screen

F1 Data

LeveyF2 Jennings

Summary
F3 Stats

F8

Q.C. Statistics/
Summary
Statistics Screen

Q.C. Statistics/
Levey-Jennings
Screen

F1 Data

F2

F1

Data

Details

F3

Q.C. Statistics/
QCSystems
Screen

LeveyF2 Jennings

Summary
Stats

F4

F4

Q.C. Statistics/
Levey-Jennings/
Details Screen

LeveyF2 Jennings

QCSystem

F4

Edit

Update
F4 Stats

Edit

F5

F8

Next
Control

More

F6

Previous
Control

F7

Move
Left

F8

Update
Plot

Next
F7 Entry

Previous
F8 Entry

Q.C. Statistics/
Data Screen

F1 Details

LeveyF2 Jennings

Summary
F3 Stats

F4

Update
Data

Q.C. Statistics/
Data/Details
Screen

F1 Data

F4

Edit

Next
F7 Entry

Previous
F8 Entry

Next
F5 Control

Previous
F6 Control

Next
F7 Page

Previous
F8 Page

Move
Right

Understanding the Express Plus Programs

4-23

Q.C. Statistics Program (Continued)


When you select F4 Q.C. Statistics at the Main Menu, the Q.C.
Statistics screen shows the tests defined for the Express Plus.
You move the cursor to the test you want to view, then select the
function key that corresponds to the format in which you want to
view the data or print a QCSystems report:
To . . .

Press . . .

view Q.C. statistics in tabular format for the


selected test/control(s)

F1 Data

view Q.C. statistics as a Levey-Jennings plot for


the selected test/control(s)

F2 Levey-Jennings

view the expected, actual, and lifetime Q.C.


statistics for the selected test/control(s)

F3 Summary Stats

print a QCSystems report

F8 QCSystem

4-24

Understanding the Express Plus Programs

Q.C. Statistics Program (Continued)


Q.C. Statistics/Data Screen
When you press F1 Data at the Q.C. Statistics screen, the Q.C.
Statistics/Data screen shows the control data for the last 30
calendar days for the first control defined for the selected test.
The screen has these functions available (also refer to Q.C.
Statistics/Details Screens in this section):
To . . .

First . . .

Then press . . .

view details for a data


point, enter or modify
Operator or Comments
field values, or exclude a
data point from the
cumulative statistics

move the cursor to


the required data
point

F1 Details

view the data as a LeveyJennings plot

F2 Levey-Jennings

view statistics for all the


controls defined for the
test

F3 Summary Stats

view more data for the


same control and test,
over another date range

move the cursor to

F4 Update Data

Start Date and/or


End Date, then
press SELECT to

set the date(s)


view data for the next
control defined for the test

F5 Next Control

view data for the previous


control defined for the test

F6 Previous Control

view the next 10 data


points for the same
control

F7 Next Page

view the previous 10 data


points for the same
control

F8 Previous Page

print a Q.C. report


(for an explanation of the
Q.C. data reports, refer to
the Section 7 tab, Defining
Control Values/Managing
Q.C. Data)

press PRINT

F1 Test All Data


F2 Test Excluded
F4 Control All Data
F5 Control Excluded

Understanding the Express Plus Programs

4-25

Q.C. Statistics Program (Continued)


Q.C. Statistics/Levey-Jennings Screen
When you press F2 Levey-Jennings at the Q.C. Statistics screen,
the Q.C. Statistics/Levey-Jennings screens shows the LeveyJennings plot data for the last 30 calendar days for the first
control defined for the selected test. The screen has these
functions available (also refer to Q.C. Statistics/Details Screens in
this section):
To . . .

First . . .

F1 Data

view the data in tabular


format
view details for a data
point, enter or modify
Operator or Comments
field values, or exclude
a data point from the
cumulative statistics

move the cursor to


the required data
point

F2 Details

F3 Summary Stats

view statistics for all the


controls defined for the
test
view more data for the
same control and test,
over another date range,
or select another vertical
axis on which to scale the
plot (expected mean,
actual mean, or lifetime
mean)

Then press . . .

press F4 Edit, then


move the cursor to:
1. Start Date and/or
End Date, then
press SELECT to
set the date(s).

F4 Update Plot

2. Plotted Against,
then press SELECT
to select the
vertical axis

view data for the next


control defined for the
test

F5 Next Control

view data for the previous


control defined for the test

F6 Previous

view 10 data points to the


left of the cursor

F7 Move Left

view 10 data points to the


right of the cursor

F8 Move Right

print a Q.C. report


(refer to the Section 7 tab,
Defining Control Values/
Managing Q.C. Data)

Control

press PRINT

F1 Test
F2 Control

4-26

Understanding the Express Plus Programs

Q.C. Statistics Program (Continued)


Q.C. Statistics/Summary Statistics Screen
When you press F3 Summary Stats at the Q.C. Statistics screen,
the Q.C. Statistics/Summary Statistics screen shows the first three
controls defined for the selected test with the expected, actual,
and lifetime statistics for the controls. The screen has these
functions available:
To . . .

First . . .

Then press . . .

view the data in tabular


format

F1 Data

view the data as a LeveyJennings plot

F2 Levey-Jennings

view more data for the


controls and test, over
another date range

move the cursor


to Start Date
and/or End Date,
then press SELECT
to set the date(s)

view data for three more


controls defined for the
test (if there are no more
statistics to show, this
function key is not
available)

F4 Update Stats

F8 More

Q.C. Statistics/QCSystems Screen


When you press F8 QCSystem at the Q.C. Statistics screen, the
Q.C. Statistics/QCSystems screen shows the pool numbers
defined at the Definitions/Controls screen. Function keys are not
available at this screen; however, you can print a report of the
Q.C. statistics for the controls within the defined pool numbers.
To print the report, move the cursor to the required pool number
at the Q.C. Statistics/QCSystems screen, then press PRINT to
obtain the report. The statistics include N, mean, and one S.D.,
for each test and control lot number.
For a detailed explanation of QCSystems reports, refer to the
Section 7 tab Defining Control Values/Managing Q.C. Data.

Understanding the Express Plus Programs

4-27

Q.C. Statistics Program (Continued)


Q.C. Statistics/Details Screens
When you press F1 Data or F2 Levey-Jennings at the Q.C.
Statistics screen, the Q.C. Statistics/Data or Q.C. Statistics/LeveyJennings screen shows. A Details function key is available at
each of those screens. To modify the Q.C. data shown on those
screens, you move the cursor to the data point to modify, then
press the Details function key.
When you press F1 Details at the Q.C. Statistics/Data screen, or
press F2 Details at the Q.C. Statistics/Levey-Jennings screen, the
selected Details screen shows and has these functions available:
To . . .

Press . . .

At the Q.C. Statistics/

view the data in tabular


format

F1 Data

Data/Details screen

view the data as a


Levey-Jennings plot

F2 Levey-

Levey-Jennings/Details
screen

enter or modify the


Operator or Comments
field values

F4 Edit

Data/Details or
Levey-Jennings/Details
screens

exclude a data point


from the cumulative
Q.C. statistics, or include
a previously excluded
data point

F4 Edit

Data/Details or
Levey-Jennings/Details
screens

view the next data point


for the same control

F7 Next

Data/Details or
Levey-Jennings/Details
screens

view the previous data


point for the same control

F8 Previous

Jennings

Entry

Entry

Data/Details or
Levey-Jennings/Details
screens

For detailed instructions on modifying data at the Details screens,


refer to the Modifying Q.C. Data procedure, at the Section 7 tab
Defining Control Values/Managing Q.C. Data.

4-28

Understanding the Express Plus Programs

Q.C. Statistics Program (Continued)


Use this chart to locate the meanings of the fields (shown in
alphabetical order) that can show on the Q.C. Statistics screens:
This field . . . Shows . . .

At the Q.C. Statistics/

Actual

the actual control statistics,


including:
1 SD one standard deviation
calculated for the data
points included in the
statistics for the
selected date range
CV% coefficient of variation
calculated for the data
points included in the
statistics for the
selected date range
Mean mean value calculated
for the data points
included in the
statistics for the
selected date range
N
total number of data
points used to calculate
the actual statistics

Data;
Data/Details;
Levey-Jennings/
Details;
Summary Statistics
screens

Comments

modifiable, operator-entered
comments (up to 30
alphanumeric characters)

Data/Details; LeveyJennings/Details screens

Control

the name of the selected


control, which was defined at
the Definitions/Controls
screen

all Q.C. Statistics


screens

Control
Rules

the control rules selected for


the test

Data/Details; LeveyJennings/Details screens

Date
(Time)

the date (time) that the


control was assayed and
calculated (results show in
reverse date/time order)

Data;
Data/Details; LeveyJennings; LeveyJennings/Details
screens

End Date

the last date in the date range


for which to show control
results (default is the most
recent entry in the Q.C.
database)

Data;
Levey-Jennings;
Summary Statistics;
QCSystems screens

Excluded

an asterisk to indicate a data


point that is excluded from
the cumulative and actual Q.C.
statistics

Data; Data/Details;
Levey-Jennings/Details
screens

(Continued on the next page)

Understanding the Express Plus Programs

4-29

Q.C. Statistics Program (Continued)


This field . . . Shows . . .
Expected

the expected statistics for the


selected control (defined at
the Definitions/Control/
Limits screen), including:
1 SD

one standard deviation


value defined for the
selected control

Mean

mean value defined


for the selected control

At the Q.C. Statistics/


Data;
Data/Details;
Levey-Jennings/Details;
Summary Statistics
screens

Expiration
Date

expiration date of the selected


control

Data/Details;
Levey-Jennings/Details;
Summary Statistics
screens

Lifetime

the lifetime, cumulative


control statistics, including:

Summary Statistics
screen

1 SD

one standard deviation


value calculated since
the last time the Q.C.
database was erased

CV%

coefficient of variation
calculated since the last
time the Q.C. database
was erased

Mean

mean value calculated


since the last time the
Q.C. database was
erased

total number of data


points used to calculate
the lifetime statistics

Lot
Number

the lot number of the


selected control (defined at
the Definitions/Control/
Limits screen)

Data/Details;
Levey-Jennings/Details;
Summary Statistics
screens

Operator

the operators initials or ID


(up to 3 alphanumeric
characters)

Data Details;
Levey-Jennings/Details
screens

Plot
Statistics

the actual statistics for the


plotted data, within the
date range shown. These
statistics do not include
excluded data points.

Levey-Jennings screen

(Continued on the next page)

4-30

Understanding the Express Plus Programs

Q.C. Statistics Program (Continued)


This field . . . Shows . . .
Plotted
Against

the vertical axis used to scale


the Levey-Jennings plot.
This field toggles between:
Actual

At the Q.C. Statistics/


Levey-Jennings screen

control performance is plotted


against the actual
mean and 1 S.D.
values for the date
range shown on the
screen

Expected control perform-

ance is plotted
against the expected
mean and one S.D.
values defined for
the selected control
Lifetime

control performance is plotted


against the lifetime
mean and one S.D.
(all the values for
the selected control
since the last time
the Q.C. database
was erased)

Result

the control result

Data;
Data/Details;
Levey-Jennings;
Levey-Jennings/Details
screens

Rule

the control rule defined for


the selected test/control pair
that the selected control result
violated (refer to Selecting
Controls and Control Rules,
at the Section 7 tab, Defining
Control Values/Managing Q.C.
Data, and refer to Section 3,
Understanding the System
Calculations, for explanations
of the control rules).

Data;
Data/Details;
Levey-Jennings;
Levey-Jennings/Details
screens

Start Date

the first date in the date


range for which to show
control results (default is the
oldest entry in the Q.C.
database, or 30 calendar
days before the end date,
whichever is shorter)

Data;
Levey-Jennings;
Levey-Jennings/Details;
Summary Statistics
screens

(Continued on the next page)

Understanding the Express Plus Programs

4-31

Q.C. Statistics Program (Continued)


This field . . . Shows . . .

At the Q.C. Statistics/

Status*

the status (error) flag for the


selected test/control pair (the
system shows only the
highest priority error flag for
a control result).

Data;
Data/Details;
Levey-Jennings/Details
screens

Test

the test abbreviation for the


selected test

Data;
Levey-Jennings;
Levey-Jennings/Details;
Summary Statistics
screens

Time

the time that the control was


calculated (results show in
reverse date/time order)

Data;
Data/Details;
Levey-Jennings;
Levey-Jennings/Details
screens

* Refer to the Reviewing Run-time Error Flags for Controls procedure,


at the Section 7 tab, Defining Control Values/Managing Q.C. Data,
for a list and explanation of the status (error) flags for controls.

4-32

Understanding the Express Plus Programs

Definitions Program
The Definitions program enables you to define, modify, or erase
parameter values for tests, profiles, controls, calibrators, and
blanks, and associated parameter values for assay order, reagents,
calibrator concentrations, and control rules. For more
information about using the Definitions program to set up your
system, refer to Section 5, Setting Up the Express Plus.
Use the Definitions program to:
define, modify, or erase customized tests, profiles, controls,

calibrators, and blanks


modify or erase factory-defined parameter values for tests

Figure 4-7 shows the Definitions program and its options.

Understanding the Express Plus Programs

4-33

Definitions Program (Continued)


Figure 4-7. Definitions Program Map
F5

Definitions

Definitions Menu
Screen

F1 Test

Profile

F2

F3

Definitions/
Profiles Screen

F1 Insert

F4

Definitions/
Controls Screen

Erase

F2

Control

F1 Insert

Definitions/
Profiles/Selection
Screen

F2

Calibrator

Definitions/
Calibrators Screen

Erase

F1 Insert

F2

Definitions/
Blanks Screen

Erase

F1 Insert

Definitions/
Calibrator/
Concentrations
Screen

Definitions/
Control/Limits
Screen

Blank

F5

F2

Erase

Definitions/
Blanks/Selection
Screen

Definitions/Tests
Screen

F1

Insert

F2

Erase

F3

Restore

Definitions/Tests/
Parameters
Screen

F2

Reagents

F3

Assay Order

F4

Calib. Concs.

F5

Controls

F6

Definitions/Tests/
Assay Order
Screen
Definitions/Tests/
Reagents
Screen

ParamF1 eters

ParamAssay
F1 eters
F3 Order

F2

ParamReagents
F1 eters
F2

Calib.
F4 Concs.

Calib.
Controls
F4 Concs. F5

F6

More

ParamReagents
F1 eters
F2

ParamReagents
F1 eters
F2
Reagents

F8

Definitions/Tests/
QCSystems
Screen

Definitions/Tests/
Controls
Screen
Definitions/Tests/
Calibrator
Concentrations
Screen

QCSystem

F5

Assay
F3 Order
Controls

QCSystem

F6

F5

Assay
F3 Order
Controls

QCSystem

F6

Assay
F3 Order

Calib.
F4 Concs.

F5

Calib.
QCSystem
F4 Concs. F6
QCSystem

Controls

4-34

Understanding the Express Plus Programs

Definitions Program (Continued)


When you select F5 Definitions at the Main Menu, the Definitions
menu screen shows the program options. Press the function key
that corresponds to the option that you need:
To . . .

Press . . .

define, modify, or erase parameters for tests,


including reagents, assay order, calibrator
concentrations, controls, and QCSystem codes

F1 Test

define, modify, or erase profiles

F2 Profile

define, modify, or erase controls

F3 Control

define, modify, or erase calibrators

F4 Calibrator

define, modify, or erase blanks

F5 Blank

Definitions/Tests Screens
When you press F1 Test at the Definitions menu screen, the
Definitions/Tests screen shows the tests currently defined for the
Express Plus and has these functions available:
To . . .

First . . .

Then press . . .

modify a currentlydefined test

move the cursor to


the test to modify

SELECT

define a new test

verify that less


than 48 tests are
currently defined

F1 Insert

erase a defined test

move the cursor to


the test to erase

F2 Erase

restore a modified test


to its factory-programmed
parameter values

move the cursor to


the test to restore

F3 Restore

NOTE

If 48 tests are defined when you press F1 Insert,


the system tells you the maximum number of
tests already exists. If less than 48 tests exist
when you select a test or insert a test, the
Definitions/Tests/Parameters screen shows.
When you erase a test definition, all results,
definitions, and Q.C. statistics for that test are
erased.

Understanding the Express Plus Programs

4-35

Definitions Program (Continued)


When you select a test or press F1 Insert at the Definitions/Tests
screen, the Definitions/Tests/Parameters screen shows (refer to
Figure 4-8) for the selected test and has the following functions
available (when you select a function at the Definitions/Tests/
Parameters screen, the system goes to the selected screen where
these functions are also available):
To . . .

Press . . .

define the reagent parameter values for the test

F2 Reagents

define the wash fluids and wash counts to


reduce reagent carryover

F3 Assay Order

define the calibrator concentrations for the test

F4 Calib. Concs.

define the controls and control rules for the test

F5 Controls

define the QCSystems codes to use with Bayer


Diagnosticss QCSystems program

F6 QCSystem

Figure 4-8. Definitions/Tests/Parameters Screen (Defined Test)

Definitions

Test Name: Albumin


Test Bar Code: 001

Test: Alb

Test Type: Endpoint


Units: g/dL

Curve Type: Blanked Linear


No. of Decimal Places: 1

Tests
Parameters

Review data, then


modify if
required.
Press <EXIT> to
store definition
or review another
test.

F1

Primary Wavelength: 600nm Secondary Wavelength: 540nm


Read Time/Interval: 20
Sample Blank? No
Factor:
Calibration Interval: 120 Hours
Normalization/Reblanking Interval:
Hours
No. of Calibrators: 3
No. of Replicates: 2
Low Blank A Limit: 0.010
Low A Limit: -0.250
Low Normal:
3.5
Linearity Limit:
8.0

F2 Reagents F3 Assay
Order

F4 Calib.
Concs.

High Blank A Limit: 0.450


High A Limit: 0.800
High Normal: 5.3
Curve S.D. Limit: 0.20000

F5 Controls F6 QCSystem F7

F8

4-36

Understanding the Express Plus Programs

Definitions Program (Continued)


Definitions/Profiles Screens
When you press F2 Profile at the Definitions menu screen, the
Definitions/Profiles screen shows the profiles currently defined
for the Express Plus and has these functions available:
To . . .

First . . .

Then press . . .

modify a currentlydefined profile

move the cursor to the


profile to modify

SELECT

define a new profile

verify that less


than 10 profiles are
currently defined

F1 Insert

erase a defined profiles

move the cursor to the


profile to erase

F2 Erase

When you select a profile or press F1 Insert at the Definitions/


Profiles screen, the Definitions/Profiles/Selection screen shows.
Refer to Figure 4-9. The system shows the tests that make up the
profile highlighted on the screen. At this screen, you can type
the name for the profile, move the cursor to each test, then press
SELECT to select or remove the test(s) for the profile definition.
NOTE

If 10 profiles are defined when you press


F1 Insert, the system tells you the maximum
number of profiles exists; otherwise, the system
goes to the Definitions/Tests/Parameters screen.

Figure 4-9. Definitions/Profiles/Selection Screen (Example)

Definitions
Profiles
Selection

Press <SELECT>
to select the test
indicated by the
cursor.
Press <EXIT> to
store definition
or review another
profile.

Profile Name: Cardiac


Tests:
Alb
TBili
Creat
Trig
ACP_T
TIBC

ALP
BUN
GGT
UA
ACP_P

ALT
Ca
Gluc_HK
HBD
Mg

Profile Bar Code:

Amy
Chlor
IPhos
HDL
Fe

AST
Chol
LDH_L
CO2
ExFe

DBili
CK
TP
ACP_NP
UIBC

Understanding the Express Plus Programs

4-37

Definitions Program (Continued)


Definitions/Controls Screens
When you press F3 Control at the Definitions menu screen, the
Definitions/Controls screen shows the controls currently defined
for the Express Plus. The screen has these functions available:
To . . .

First . . .

Then press . . .

modify a currentlydefined control

move the cursor to the


control to modify

SELECT

define a new control

verify that less


than 13 controls are
currently defined

F1 Insert

erase a defined control

move the cursor to the


control to erase

F2 Erase

When you select a defined control or press F1 Insert at the


Definitions/Controls screen, the Definitions/Control/Limits screen
shows for the selected control. Refer to Figure 4-10. You can
type the information shown at the top of the screen for the
control, then type each expected mean and one S.D. that you
determine in your laboratory for the tests. If all the tests that use
the control cannot show on one screen, F8 More is available.
NOTE

If 13 controls are defined when you press


F1 Insert, the system tells you the maximum
number of controls exists; otherwise, the system
goes to the Definitions/Control/Limits screen.

Figure 4-10. Definitions/Control/Limits Screen (Example)

Definitions

Control Name: QCSNorm


Control Bar Code: 01

Control
Limits

Review data then


modify if
required.
Press <EXIT> to
store the definition
or review another
control.

F1

F2

Expected
Test
Mean
Alb
3.3
ALT
AST
TBili
0.7
Ca
Chol
141.
Creat
Gluc_HK 88.
LDH_L
Trig
74.
HDL
CO2
F3

F4

Lot Number: 020802


Pool Number: 01
Expiration Date: 14-FEB-1992

Expected
Expected Expected
1 SD
Test
Mean
1 SD
0.30
ALP
Amy
DBili
0.1
0.10
0.20
BUN
16.0
3.00
Chlor
98.
4.0
21.0
CK
GGT
9.0
IPhos
TP
5.5
0.30
11.0
UA
5.1
0.50
HBD
ACP_NP
F5

F6

F7

F8 More

4-38

Understanding the Express Plus Programs

Definitions Program (Continued)


Definitions/Calibrators Screens
When you press F4 Calibrator at the Definitions menu screen, the
Definitions/Calibrators screen shows the calibrators currently
defined for the Express Plus and has these functions available:
To . . .

First . . .

Then press . . .

modify a currentlydefined calibrator

move the cursor to the


calibrator to modify

SELECT

define a new calibrator

verify that less


than 10 calibrators are
currently defined

F1 Insert

erase a defined calibrator

move the cursor to the


calibrator to erase

F2 Erase

When you select a calibrator or press F1 Insert at the


Definitions/Calibrators screen, the Definitions/Calibrator/
Concentrations screen shows for the selected calibrator. Refer to
Figure 4-11. The tests that use the selected calibrator show on
the screen. You can type the lot number, bar code, and the
calibrator concentration for each test that uses this calibrator.
NOTE

If 10 calibrators are defined when you press


F1 Insert, the system tells you the maximum
number of calibrators exists; otherwise, the
system goes to the Definitions/Calibrator/
Concentrations screen.

Figure 4-11. Definitions/Calibrator/Concentrations Screen (Example)

Definitions
Calibrator
Concentrations

Review data and


modify if
required.
Press <EXIT> to
store the
definition or
review another
calibrator.

Calibrator Name: Multi1


Calibrator Bar Code: 09
Test
Conc.
Test
Alb
4.7
ALP
Amy
AST
TBili
2.1
BUN
Chlor
93.
Chol
Creat
3.2
GGT
IPhos
2.8
LDH_L
Trig
96.
UA
HBD
CO2
ACP_P
ACP_T
Fe
ExFe
TIBC RATIO

Lot Number: L39M


Conc.
15.5
174.
3.0
22.5
RATIO

Test
Conc.
ALT
DBili
0.4
Ca
9.9
CK
Gluc_HK 114.
TP
7.6
HDL
ACP_NP
Mg
2.4
UIBC RATIO

Understanding the Express Plus Programs

4-39

Definitions Program (Continued)


Definitions/Blanks Screens
When you press F5 Blanks at the Definitions menu screen, the
Definitions/Blanks screen shows the blanks currently defined for
the Express Plus and has these functions available:
To . . .

First . . .

Then press . . .

modify a currentlydefined blank

move the cursor to the


blank to modify

SELECT

define a new blank

verify that less


than 10 blanks are
currently defined

F1 Insert

erase a defined blank

move the cursor to the


blank to erase

F2 Erase

When you select a blank or press F1 Insert at the Definitions/


Blanks screen, the Definitions/Blanks/Selection screen shows for
the selected blank. Refer to Figure 4-12. The tests that use the
selected blank show highlighted on the screen. Type the name of
the blank and the blank bar code. Next, move the cursor to each
test that will use the blank, then press SELECT to to select or
remove the test from the definition for the blank.
NOTE

If 10 blanks are defined when you press


F1 Insert, the system tells you the maximum
number of blanks exists; otherwise, the system
goes to the Definitions/Blanks/Selection screen.

Figure 4-12. Definitions/Blanks/Selection Screen (Example)

Definitions
Blanks
Selection

Press <SELECT> to
select the test
indicated by the
cursor.
Press <EXIT> to
store the definition
or review another
blank.

Blank Name: H2O1


Tests:
Alb
TBili
Creat
Trig
ACP_T
TIBC

ALP
BUN
GGT
UA
ACP_P

Blank Bar Code:

ALT
Ca
Gluc_HK
HBD
Mg

Amy
Chlor
IPhos
HDL
Fe

AST
Chol
LDH_L
CO2
ExFe

DBili
CK
TP
ACP_NP
UIBC

4-40

Understanding the Express Plus Programs

Definitions Program (Continued)


Use this chart to locate the meanings of the fields (shown in
alphabetical order) that can show on the Definitions screens:
This field . . .

Shows . . .

At the Definitions/

Bar Code
(Rgnt 1, 2,
3, 4)

the alphanumeric bar codes of


the reagents that are used for the
selected test (obtained from the
Test Scheduler)

Tests/Reagents
screen

Blank Bar
Code

the alphanumeric bar code for


the selected blank

Blanks screen

Blank Name

the name of the selected blank

Blanks screen

Bottle Type

the bottle type of the reagent or


diluent (toggles are Plastic, Glass,
or Special; default: Plastic).
When using the Special bottles,
the maximum reagent volume
per test is 80 L per test.

Tests/Reagents
screen

Calibration
Interval

the time (in hours) that can


elapse before the curve for the
selected test requires calibration
(range 0 to 999; default: none).
If this interval is set to none,
calibration is not required for the
test. If this interval is set to zero,
the test is calibrated each time it
is run.

Tests/Parameters
screen

Calibrator
Bar Code

the alphanumeric bar code for


the selected calibrator (obtained
from the Test Scheduler)

Calibrator/
Concentrations
screen

Calibrator
Name

the name of the selected


calibrator

Calibrator/
Concentrations
screen

Conc.

the calibrator concentrations


used to calculate a curve for the
selected test

Calibrator/
Concentrations
screen

Conc. n

the unique concentrations for the


calibrators that you defined for
the test at the Definitions/Tests/
Parameters screen

Tests/Calibrator
Concentrations
screen

Control Bar
Code

the alphanumeric bar code for


the selected control (obtained
from the Test Scheduler)

Tests/Controls and
Control/Limits
screens
(Continued on the next page)

Understanding the Express Plus Programs

4-41

Definitions Program (Continued)


This field . . .

Shows . . .

At the Definitions/

Control
Name

the name of the selected control

Control/Limits
screen

Control Rule
Evaluation

the evaluation criteria for the


selected control rules for the test.
This field toggles between:

Tests/Controls
screen

Expected evaluates control


Mean
performance against

Lifetime
Mean

the expected mean and


one S.D. defined as
target values for the
control at the
Definitions/Control/
Limits screen
evaluates control
performance against
the lifetime mean and
one S.D., which are
calculated from the
actual results stored in
the Q.C. database.
If the S.D. is zero, the
system cannot evaluate
control results.

Control
Rules

the set of control rules defined for


the selected test. The system only
evaluates the control rule if the
rule is defined for the selected
test. All tests are automatically
evaluated using the 1-2s rule.
Refer also to Section 3,
Understanding the System
Calculations.

Tests/Controls
screen

Controls

the names of the controls defined


for use with the selected test.
Control results do not store in the
Q.C. database if controls are not
defined on the system.

Tests/Controls
screen

Curve S.D.
Limit

the standard deviation limit for


the curve (in concentration units
for blanked linear, enzyme linear,
and limited linear curve types)

Tests/Parameters
screen

Curve
Type

the calibration curve type for the


selected test (qualitative, linear,
or nonlinear). Refer also to
Section 3, Understanding the
System Calculations.

Tests/Parameters
screen

(Continued on the next page)

4-42

Understanding the Express Plus Programs

Definitions Program (Continued)


This field . . .

Shows . . .

At the Definitions/

Diluent
Volume

the volume of diluent used to


dilute a reagent when reagent
and diluent are dispensed
simultaneously (allowable
volumes: 3 to 394 L for initial
dispense; 3 to 150 L for
additional reagent dispenses)

Tests/Reagents
screen

Expected 1
S.D.

the target one S.D. defined for


the selected control (range: 0.00
to 999999; default: none)
If the S.D. is zero, the system
cannot evaluate control results.

Control/Limits
screen

Expected
Mean

the value of the target mean


defined for the selected control
(range: 0.00 to 999999;
default: undefined)

Control/Limits
screen

Expiration
Date

date that the current vial of the


selected control expires

Control/Limits
screen

Factor

the value by which a response is


multiplied to obtain a result

Tests/Parameters
screen

Fluid 1 Bar
Code

bar code used for the non-water


wash fluid 1, which is defined
for the selected test and used to
wash between the selected test
and the test highlighted on the
Assay Order screen

Tests/Assay Order
screen

Fluid 2 Bar
Code

bar code used for the non-water


wash fluid 2, which is defined
for the selected test and used to
wash between the selected test
and the test highlighted on the
Assay Order screen

Tests/Assay Order
screen

High A Limit

highest bichromatic absorbance

Tests/Parameters
screen

limit allowable for kinetic tests


highest response limit
allowable for endpoint tests
highest interval response limit
allowable for two-point tests
High Blank A
Limit

highest average monochromatic


absorbance limit allowable at
the primary wavelength for a
reagent blank

Tests/Parameters
screen

(Continued on the next page)

Understanding the Express Plus Programs

4-43

Definitions Program (Continued)


This field . . .

Shows . . .

At the Definitions/

High Normal

upper limit of the normal


concentration for the selected test

Tests/Parameters
screen

Lag Time

the elapsed time between two


reagent dispenses, or between the
final dispense cycle and the start
of read time (range: 0 to 600
seconds, in even multiples of 10).
use 600 seconds or less for the
total lag time
use a lag time of at least 20
seconds for an additional
single or double dispense,
after an initial single-reagent
dispense
use a lag time of at least 30
seconds for a three-reagent
dispense, for an initial tworeagent dispense, or for a
single-reagent dispense for a
diluted sample
minimum lag time between
the last dispense and the start
of read time is 10 seconds
to dispense two reagents
simultaneously, use a lag
time of 0 for the first reagent
to dispense three reagents
simultaneously after an
initial single-reagent dispense,
use a lag time of 0 for the first
and second reagents

Tests/Reagents
screen

Linearity
Limit

the maximum concentration


that is still within the linear
region of the curve and used to
identify samples that exceed the
linear concentration area of the
curve (flags as High Conc.)

Tests/Parameters
screen

Lot Number

lot number of the selected


calibrator

Calibrator/
Concentrations
screen

Lot Number

lot number of the selected control

Control/Limits
screen
(Continued on the next page)

4-44

Understanding the Express Plus Programs

Definitions Program (Continued)


This field . . .

Shows . . .

At the Definitions/

Low A Limit

lowest bichromatic

Tests/Parameters
screen

absorbance limit allowable


for kinetic tests
lowest response limit
allowable for endpoint tests
lowest interval response limit

allowable for two-point tests


Low Blank A
Limit

lowest average monochromatic


absorbance limit at the primary
wavelength for a reagent blank

Tests/Parameters
screen

Low Normal

lower limit of the normal


concentration for the selected
test

Tests/Parameters
screen

Method Code

two-digit code defined by


Bayer Diagnostics QCSystems
for the test method used for the
selected test (range: 0 to 99;
default: factory-defined code)

Tests/QCSystems
screen

No. of
Calibrators

number of calibrators
(including blanks) the system
assays and uses to calibrate the
curve for the test (range: 0 to 6;
default: 1)

Tests/Parameters
screen

No. of Decimal
Places

number of places to the right of


the decimal point that the
system shows on the screen and
prints on collated reports for
the test results (range: 0 to 3;
default: 0)

Tests/Parameters
screen

No. of
Replicates

number of times each calibrator


is assayed for the test (range: 1
to 3; default: 1)

Tests/Parameters
screen

Normalization/
Reblanking
Interval

time (in hours) that can elapse


before the calibration curve for
the test requires normalization
or reblanking (normalization is
for nonlinear curve types only;
reblanking is for blanked linear
curve types only)

Tests/Parameters
screen

Pool Number

pool number defined for the


selected control and supplied by
Bayer Diagnostics QCSystems

Control/Limits
screen

(Continued on the next page)

Understanding the Express Plus Programs

4-45

Definitions Program (Continued)


This field . . .

Shows . . .

At the Definitions/

Predilution
Ratio

ratio of total volume to sample


volume used when the system
performs a predilution of a
sample (range: 10 to 100;
default: 1)

Tests/Reagents
screen

Primary
Wavelength

first wavelength used to take


readings on the cuvette. This
reading is compared to the
second or background
wavelength reading (available
wavelengths: 340, 380, 405, 510,
540, 570, and 600 nm).

Tests/Parameters
screen

Profile Bar
Code

bar code used for the selected


profile and obtained from the
Test Scheduler

Profiles/Selection
screen

Profile Name

name defined for the selected


profile

Profiles/Selection
screen

Ratio
Definition

mathematical expression of up
to 58 characters used to
describe how to calculate a ratio
test (allowable math operators
are: +, -, , (, ), and /)

Tests/Parameters
screen

Read
Time/Interval

two-point test types: the


start-to-start time, in 10second intervals, for the two
read intervals
all other test types: the total
time period, 10-second
intervals, when readings are
taken on the sample

Tests/Parameters
screen

Reagent Code

two-digit code defined by


Bayer Diagnostics QCSystems
for the reagent used for the
selected test (default: factorydefined code)

Tests/QCSystems
screen

Reagent
Diluent Bar
Code

bar code defined for the reagent


diluent for the selected test

Tests/Reagents
screen

Reagent
Diluent Bottle
Type

bottle type used by the defined


reagent diluent (toggles: Plastic,
Glass, and Special; default:
Plastic). When using Special
bottles, the maximum reagent
volume is 80 L per test.

Tests/Reagents
screen

(Continued on the next page)

4-46

Understanding the Express Plus Programs

Definitions Program (Continued)


This field . . .

Shows . . .

At the Definitions/

Reagent
Volume

amount of reagent used in the


reaction mixture:
total reaction volume is 250
to 450 L
use 3 to 394 L for
Reagent 1
use 3 to 400 L for
Reagent 2 as part of the
initial dispense (if Reagent 2
is not part of the initial
dispense, use 3 to 150 L)
use 3 to 150 L for
Reagent 3 and Reagent 4
minimum volume for any
dispense is 50 L
maximum volume for first
dispense is 400 L (for
example: sample plus one or
two reagents)
maximum volume for
additional reagent dispenses
is 150 L
if two reagents are aspirated
and both use a diluent, the
system treats it as a threereagent dispense
use no more than three fluids
(including diluent and
sample) in one dispense
when using Special as the
reagent bottle type,
maximum reagent volume is
80 L per test

Tests/Reagents
screen

Rerun Dilution
Ratio

ratio of the defined sample


volume to the volume used for
an automatic rerun of the
sample (toggles: 1, 2, 5, or 10
depending on the sample
volume). For example, if you
specify a 1:2 ratio, the system
aspirates half the sample
volume.

Tests/Reagents
screen

Rgnt 1, 2, 3, 4

first, second, third, and fourth


reagents defined for the test

Tests/Reagents
screen

Sample Blank?

whether a sample blanking is


used for the selected test
(toggles: Yes or No; default:
No)

Tests/Parameters
screen

(Continued on the next page)

Understanding the Express Plus Programs

4-47

Definitions Program (Continued)


This field . . .

Shows . . .

At the Definitions/

Sample
Diluent Bar
Code

bar code defined for the sample


diluent for the selected test

Tests/Reagents
screen

Sample
Diluent Bottle
Type

bottle type used by the defined


sample diluent (toggles: Plastic,
Glass, and Special; default:
Plastic). When using Special
bottles, the maximum reagent
volume is 80 L.

Tests/Reagents
screen

Sample
Volume

volume of sample used to assay


the test, or volume of diluted
sample if the system performs a
predilution of the sample:
sample volume is 3 to 30 L
total reaction volume is 250
to 450 L

Tests/Reagents
screen

Secondary
Wavelength

second wavelength used to take


a reading on the cuvette. This
reading is used as the
background reading of the
cuvette to compensate for the
absorption of the cuvette
(available wavelengths: 340, 380,
405, 510, 540, 570, and 600 nm,
or none)

Tests/Parameters
screen

Test

the abbreviation for the selected


test (up to 7 alphanumeric
characters)

all Tests screens

Test Bar Code

bar code used for the selected


test (obtained from the Test
Scheduler)

all Tests screens

Test Code

three-digit code defined by


Bayer Diagnostics QCSystems
for the selected test (range: 0 to
999; default: factory-defined
code)

Tests/QCSystems
screen

Test Name

name of the selected test

all Tests screens

Tests

defined tests used as part of a


profile, or selected to use the
same controls, blanks, or
calibrators

Profiles, Controls,
Calibrators, and
Blanks screens
(Continued on the next page)

4-48

Understanding the Express Plus Programs

Definitions Program (Continued)


This field . . .

Shows . . .

At the Definitions/

Test Type

calculation method used for the


selected test:
Endpoint
obtains values at
intervals and averages
them to determine
the mean absorbance
(response) relative to
a zero point
Kinetic
calculates results
from the change in
bichromatic
absorbance over a
period of time
Off-System another system assays
the tests and the
Express Plus includes
the results in the
collated report
Ratio
calculates a result,
using the results of
other tests in a
defined mathematical
expression
Two-point
calculates the total
response as the
difference between
two readings

Tests/Parameters
screen

Units

units used to report test


concentrations (maximum of 10
characters)

Tests/Parameters,
Tests/QCSystems
screens

Units Code

three-digit code representing the


units used to report results and
defined by Bayer Diagnostics
QCSystems for the selected test

Tests/QCSystems
screen

Wash Count

number of washes to use between


the selected test and the highlighted test at the Assay Order
screen (toggles: 1 or 2; default: 1)

Tests/Assay Order
screen

Wash Fluid

wash fluid to use for the washes


between the selected test and the
test highlighted at the Assay
Order screen (toggles: NONE,
Water, Fluid 1, or Fluid 2; default:
NONE)

Tests/Assay Order
screen

Understanding the Express Plus Programs

4-49

Options Program
The Options program contains the system, printing,
communications, and disk options that allow you to manage the
set up and customizing of your Express Plus.
Refer to Section 5, Setting Up the Express Plus, for more
information about using the Options program to set up and
customize the available options.
Refer to Section 9, Maintaining the Express Plus for procedures
on backing up and restoring data and system calibration files, and
resetting the system.
If you have communications enabled for your Express Plus, refer
to the documents that accompany your Express Plus
Communications software option for details on setting the
communications configuration and protocols.
Use the Options program to:
customize the installation option settings
customize the selection of the default printer and the printing

of collated reports
customize the order in which the system shows the tests on the

screen and prints the test names on reports


configure the system for communications with another device
select the disk option procedures that you want to use
erase the system databases, then reset them to their factory-

programmed values
Figure 4-13 shows the Options program and its functions:
Figure 4-13. Options Program Map
F6 Options

Options Menu
Screen

System
F1 Options

Printing
F2 Options

F3

Backup
Data
Files

Restore
F2 Data
Files

F3 Backup
F4 Restore
F5
System
System
Calibrations
Calibrations

F1

Test
Order

CommuniF4 cations

F5

Disk
Options

Backup
Program
Files

F6

F6

Reset
System

Format
Floppy
Disk

4-50

Understanding the Express Plus Programs

Options Program (Continued)


When you select F6 Options at the Main Menu, the Options
menu screen shows the program functions. Press the function
key that corresponds to the function that you need:
To . . .

Press . . .

customize the installation option settings, such as


operating temperature, sample tray format, language,
screen saver, automatic test shutdown, and software
options

F1 System

customize the selection of the default printer (system


or external) and the printing of run-time and collated
reports

F2 Printing

customize the order in which the system shows on the


screen and prints the test names

F3 Test

configure the system for communications with a


peripheral device

F4 Communi-

Options

Options

Order

cations

When you configure the system to communicate with


another device, the following function keys show on
the screen:
F1 Download to transmit a worklist from a host
Worklist
computer to an Express Plus
F2 Upload
Results

transmit a series of patient and


control results available from the
Express Plus to a host computer

F3 Reset
Channel

initialize the communications


channel for the port you need to reset
(not active for LIS 2, LIS 2 Plus, or
unconfigured channels)
(Continued on the next page)

CAUTION

If you are using communications on your system,


refer to the backup and restore procedures in
Section 9, Maintaining the Express Plus, for
steps you need to take to prepare the
communications for those disk option functions;
otherwise, the system will produce a fatal error
that can cause the system software to require
reloading.

Understanding the Express Plus Programs

4-51

Options Program (Continued)


To . . .

Press . . .

select the disk option procedures that you want to use,


such as formatting a disk, or backing up and restoring
files

F5 Disk
Options

When you select this function, these function keys


show on the screen:
F1 Backup
Data Files

use to copy worklists, patient


and control results, Q.C. statistics,
and definitions from the hard disk to
floppy disk(s); (1 disk, or 4 disks
with Q.C.)

F2 Restore
Data Files

use to copy worklists, patient


and control results, Q.C. statistics,
and definitions from the backup
floppy disk(s) to the hard disk

F3 Backup
System
Calibrations

use to copy system calibration


values from the hard disk to a
floppy disk; (1 disk)

F4 Restore
System
Calibrations

use to copy system calibration


values from the backup floppy
disk to the hard disk

F5 Backup
Program
Files

use to copy system program


files from the hard disk to
floppy disk(s); (7 disks)

F6 Format
Floppy Disk

use to format a floppy disk in


the system floppy disk drive (all
disks used to make backup disks
must be formatted)

erase the databases for definitions, worklist, and


patient results, then reset the system databases to their
factory-programmed values

NOTE

F6 Reset
System

To backup your Q.C. statistics with your other


data files, you need four formatted disks;
otherwise, you need one formatted disk to
backup the data files without Q.C. statistics.
Use only a 3.5-inch, high-density, double-sided
disk that is not write-protected for making
backup disks or restoring data files. If you use
another type of disk, the system shows an error
message.

For detailed information about backing up and restoring files,


and resetting the system, refer to Section 9, Maintaining the
Express Plus.

4-52

Understanding the Express Plus Programs

Options Program (Continued)


Use this chart to locate the meanings of the fields (shown in
alphabetical order) that can show on the Options screens:
This field . . . Shows . . .

At the Options/

Automatic
Test
Shutdown

whether the automatic test


shutdown feature is enabled or
disabled (toggles: Yes or No;
default: No). When enabled, the
system prevents the affected test
from being assayed when a control
result violates a selected control
rule for the test (violation of 1-2s
rule does not stop testing)

System Options
screen

Baud Rate

the speed at which the system


sends or receives data when it is
communicating with another
device. The same baud rate must
be set for the other device to
transmit or receive data (toggles:
110, 300, 600, 1200, 2400, 4800,
9600; default: 9600).

Communications
screen

Collate By

how to identify the samples when


the host or remote system requests
worklist information from, or
transmits results to, another device
(toggles: Cup Number or Request
Number; default: Cup Number)

Communications
screen

Collated
Reports

your selection of how the system


should print the collated patient
reports (toggle: ON or OFF;
default: OFF). Two collated
reports are available:
Automatic print for Stats
when set to ON, the system
automatically prints Stat results
when all tests in the worklist
are completed

Printing Options
screen

Automatic print for routine


samples
when set to ON, the system
automatically prints the results
for routine samples when all the
test in the worklist are
completed
Data Bits

the number of data bits


transmitted for each character
(toggles: 7 or 8; default: 8). Set
the data bits for each
communication port in use.

Communications
screen

(Continued on the next page)

Understanding the Express Plus Programs

4-53

Options Program (Continued)


This field . . . Shows . . .

At the Options/

Default
Printer

the printer you select to use to


print run-time or collated reports.
(toggles: System, DEC or
Proprinter; default: System).

Printing Options
screen

Device

the device connected to the selected


RS-232 port (toggles: Analyzer,
LIS3, LIS2 Plus, LIS2, or NONE;
default: NONE). Set this field for
each communications port in use.

Communications
screen

Device
Number

the number you assign to a


connected device (allowable
integers: 1 through 99; default: 1)
A 664 Fast 4 always uses device
number 99.

Communications
screen

Enable
Polling

when the Express Plus is


communicating with a connected
LIS device that uses the LIS3
protocol (toggles: Yes or No;
default: Yes)

Communications
screen

Enable
Screen
Saver

whether the screen saver option is


selected for use. The screen saver
helps prevent phosphor etching of
the system screen (toggles: Yes or
No; default: Yes).

System Options
screen

Host Device/
Remote
Device

your selection of the Express Plus


as the host or remote device
(toggles: Host or Remote; default:
Host).
Host
the Express Plus (host)
manages the other devices
(remote) connected to it
Remote the Express Plus (remote)
relies on another device
(host) for its worklist
information

Communications
screen

Operating
Temperature

the temperature the system uses to


assay tests (toggles: 30 C or 37 C;
default 37 C)

System Options
screen

Options

the software options available for


the Express Plus and whether those
options are enabled (options:
Positive Sample Identification and
Express Communication Package)

System Options
screen

(Continued on the next page)

4-54

Understanding the Express Plus Programs

Options Program (Continued)


This field . . .

Shows . . .

At the Options/

Parity

the part of the format the system


uses to transmit data to a
connected device (set for each
communications port in use). The
same parity is used to transmit and
receive data (toggles: NONE, ODD,
EVEN, MARK, or SPACE; default:
NONE).

Communications
screen

QCSystems
Instrument
Code

the two-digit code that is factoryprogrammed for the Express Plus


by Bayer Diagnostics QCSystems
(must be set to 81)

System Options
screen

Receiving
Tray/Cup

the sample tray and cup number


currently being downloaded in a
batch worklist from a host
computer (shows after you press
F1 Download Worklist and while
the batch worklist is transmitted)

Communications
screen

Report
Heading

the heading that you type for the


system to print on your collated
reports (maximum of six lines of
40 characters)

System Options
screen

Request
Number

the request number currently


being downloaded in a batch
worklist from a host computer
(shows after you press
F1 Download Worklist and while
the batch worklist is transmitted)

Communications
screen

RS-232 Ports:
Port Number 1
Port Number 2
Port Number 3

the configured communications


ports used to connect devices to
the Express Plus (each port has its
own configuration settings)

Communications
screen

(Continued on the next page)

Understanding the Express Plus Programs

4-55

Options Program (Continued)


This field . . .

Shows . . .

At the Options/

Run-Time
Reports

the reports that automatically


print on the system or external
printer at the time of a run
(toggles: ON or OFF)
Calibrator/Control Log
when ON, the system automatically prints calibrator and
control results at the time of a
run (default: ON)
Error Log
when ON, the system automatically prints any error flags
with the results at the time of a
run (default: ON)
Result Log
when ON, the system automatically prints patient and control
results at the time of a run
(default: ON)
Send Run-Time Reports to default
printer
when ON, run-time reports will
print on the default printer.
When OFF, run-time reports
will print on the system printer.
(default: OFF)

Printing Options
screen

Sample Tray
Format

the tray that the system uses to


sequentially number the sample
positions during a run
(toggles: 40-Position or 20Position; default: 40-Position)
40-Position you can use up to
nine 40-position
sample trays
(A through I)
20-Position you can use up to
nine 20-position
sample trays
(A through I)

System Options
screen

System
Language

the language you select to use to


show the text on the system screen
(default: English)

System Options
screen

(Continued on the next page)

4-56

Understanding the Express Plus Programs

Options Program (Continued)


This field . . .

Shows . . .

At the Options/

Stop Bits

the number of stop bits the system


uses to maintain synchronization
between itself and a connected
device. The same number of stop
bits is used to transmit and receive
data (toggles: 1, 1 , or 2;
default: 1)

Communications
screen

System Clock

the date (DD-MMM-YYYY) and


time (HH:MM) set for the internal,
24-hour system clock. The date
and time show on the screen, print
on the reports, and is used to
monitor calibration intervals.

System Options
screen

Transmit
Results
Incrementally?

whether the Express Plus will


automatically send results to a
device that uses an LIS3, LIS2
Plus, or LIS2 protocol as they are
calculated at the system or
received from a remote device
(toggles: Yes or No; default: No).

Communications
screen

XON/XOFF

that the Express Plus does not


require XON/XOFF values for data
transmission (this field is set to
OFF and is not modifiable)

Communications
screen

NOTE

For complete information about using the


Express Plus Communications software option,
refer to the following documents:

Express Plus Communications Enabling Disk


Instructions

Express Communications Manual

Express Interface Specifications Manual

Understanding the Express Plus Programs

4-57

Diagnostics/Maintenance Program
The Diagnostics/Maintenance program enables you to perform
several maintenance, calibration, and troubleshooting procedures
for your Express Plus. Refer to Section 9, Maintaining the
Express Plus, for complete maintenance information. Refer also
to Section 10, Troubleshooting the Express Plus, for complete
troubleshooting information.
Use the Diagnostics/Maintenance program to:
perform startup and end-of-day procedures
perform a precision check of the system
align the lamp
calibrate the probe tip
perform various manual operations of the system components
view the current system software, hardware, and firmware

version numbers for various system components


Figure 4-14 shows the Diagnostics/Maintenance program and its
functions:
Figure 4-14. Diagnostics/Maintenance Program Map
F7 Diagnostics/Maintenance

Diagnostics/
Maintenance
Menu Screen

Precision
F1 Check

F1

Start-ofDay

F2

End-ofDay

Manual
F2 Operations

Prime
F3 Digital
Diluter

F4

Lamp
F3 Alignment

Select
Reagent

F5

Select
Sample

System
F4 Version

F6

Wash
Position

Probe Tip
F5 Calibration

F7

Load
Cuvette
Strip

F8

Purge
Cuvette
Track

4-58

Understanding the Express Plus Programs

Diagnostics/Maintenance Program (Continued)


When you select F7 Diagnostics/Maintenance at the Main Menu,
the Diagnostics/Maintenance menu screen shows the program
functions. Press the function key that corresponds to the
function that you need:
To . . .

Press . . .

assay several replicates of a sample for a selected


test to verify the precision of the system

F1 Precision

manually operate some of the system components


when error conditions occur.

F2 Manual

Check

Operations

These functions are available on the screen:


F1 Start-of-Day

prepare the system for operation:


homes the digital diluter
homes the sample transport
homes the reagent transport
resets the sample tray to cup
number 1
primes the digital diluter
removes used cuvettes from the
track
loads a clean cuvette into the
track

F2 End-of-Day

prepare the system for shutdown:


cleans the probe
resets the sample tray to cup
number 1
removes used cuvettes from the
cuvette track

F3 Prime Digital
Diluter

circulate enough water through


the digital diluter to fill the
tubing and diluter

F4 Select
Reagent

rotate the reagent tray to the


dispense position for the selected
reagent position

F5 Select
Sample

rotate the sample tray to the


dispense position for the selected
sample cup or pediatric cup

F6 Wash
Position

position the probe at the wash


station

F7 Load Cuvette
Strip

load a cuvette strip into the


cuvette track

F8 Purge Cuvette
Track

move a cuvette strip into the


cuvette track, then purge the
remaining strips from the track
(Continued on the next page)

Understanding the Express Plus Programs

4-59

Diagnostics/Maintenance Program (Continued)


To . . .

Press . . .

adjust the lamp for a maximum photometer


reading, or align a new lamp after you install it

F3 Lamp

view the software, hardware, and firmware version


of various system components

F4 System

calibrate the fluid level limits, for a sample cup or


pediatric cup, after you replace the probe tip

F5 Probe Tip

Alignment

Version

Calibration

Diagnostics Maintenance/Precision Check Screen


When you press F1 Precision Check at the Diagnostics/
Maintenance menu screen, a Diagnostics Maintenance/Precision
Check screen shows the defined tests. When you select a test, the
next Diagnostics Maintenance/Precision Check screen shows and
the system prompts you to take the actions required to start the
Precision Check. When the Precision Check completes, the
system shows the mean, S.D. and C.V. for the selected test, along
with the results and any error flags for each sample replicate.
Refer to Figure 4-15.
Figure 4-15. Precision Check Screen (Example)

Diagnostics/
Maintenance
Precision
Check

Precision check
complete. Press
<EXIT> to select
another test, or
press <START> to
rerun.

Test Name: Gluc_HK


Replicate
Number Result
1
271.174
3
263.189
5
264.287
7
264.123
9
263.005
11
262.227
13
264.937
15
260.443
17
263.155
19
259.678
Mean: 263.005
S.D. :
2.904
C.V. : 1.105 %

Flag

Replicate
Number
2
4
6
8
10
12
14
16
18
20

Result
265.908
259.001
260.783
259.228
264.489
262.696
265.003
263.995
261.489
263.300

Flag

4-60

Understanding the Express Plus Programs

Diagnostics/Maintenance Program (Continued)


Diagnostics Maintenance/Lamp Alignment Screen
When you press F3 Lamp Alignment at the Diagnostics/
Maintenance menu screen, a Diagnostics Maintenance/Lamp
Alignment screen shows and the system prompts you to take the
actions required to start the Lamp Alignment. When the Lamp
Alignment completes, the system shows the photometer reading
obtained during the alignment procedure and prompts you to
adjust the lamp to obtain the maximum photometer reading (the
reading must be greater than 1.00). Refer to Figure 4-16.
Figure 4-16. Diagnostics Maintenance/Lamp Alignment Screen

Diagnostics/
Maintenance
Lamp
Alignment

Remove waste and


distilled water
bottles and tray,
then adjust lamp
to obtain maximum
photometer
reading.

To align the lamp:


1) Using the horizontal adjustment thumbscrew (on the
right-hand side of the lamp housing), adjust the
horizontal position of the lamp.
2) Using the vertical adjustment thumbscrew (on the
bottom of the lamp housing), adjust the vertical
position of the lamp.
3) Using the focus adjustment thumbscrew (on the front of
the lamp housing), adjust the focus of the lamp to
maximize the photometer reading.
4) Repeat Steps 1 through 3 until you obtain a maximum
photometer reading.
5) If you cannot adjust the lamp intensity to a value
greater than 1.00, replace the lamp.
Photometer Reading: 1.684
Reading must be greater than 1.00

Understanding the Express Plus Programs

4-61

Diagnostics/Maintenance Program (Continued)


Diagnostics Maintenance/System Version Screen
When you press F4 System Version at the Diagnostics/
Maintenance menu screen, a Diagnostics Maintenance/System
Version screen shows the software, hardware, and firmware
versions of the Main CPU, the sequencer, the I/O processor, and
each Machine Controller Board. Refer to Figure 4-17.
Figure 4-17. Diagnostics Maintenance/System Version Screen
(Example)

Diagnostics/
Maintenance
System Version

Main CPU
Software Version: MAIN V1.00
Operating System: MTSAPO V1.00
Sequencer
Software Version: SEQ V1.00
Operating System: MSQAPO V1.00
I/O Processor Version: IO V1.00
Machine Controllers
Track:
Probe:
Diluter:
Transports:

Hardware
3
3
3
3

Firmware
TRACK
V2.0
PROBE
V2.01
DILUTER
V2.0
TRANSPORT V2.08

4-62

Understanding the Express Plus Programs

Diagnostics/Maintenance Program (Continued)


Diagnostics Maintenance/Probe Tip Calibration Screen
When you press F5 Probe Tip Calibration at the Diagnostics/
Maintenance menu screen, a Diagnostics Maintenance/Probe Tip
Calibration screen explains how to perform the probe tip
calibration. This procedure is required after replacing the system
probe tip to ensure that the system uses the correct fluid level for
sample cups or pediatric cups. Refer to Figure 4-18.
When the probe tip calibration completes successfully, a probe
tip calibration report prints and provides a comparison of
calibration values between the current calibration and the last
time you calibrated the probe tip. If the difference between any
pair of values is more than 15 units, you need to calibrate the
probe tip again.
NOTE

If errors occur during the calibration, the system


stops and does not store the calibration values.
If the calibration is successful the Probe
Calibration Constants report prints.

Figure 4-18. Diagnostics Maintenance/Probe Tip Calibration Screen

Diagnostics/
Maintenance
Probe Tip
Calibration

To calibrate fluid level limits after replacing probe tip:


1) Load an empty reagent bottle (glass) in position 1 and
a full bottle of deproteinizing solution in position 26
on the reagent tray. Install the reagent cover.
2) Load an empty sample cup in position 1 on the sample
tray, install the cover, then press <SELECT> to select
the cup type: Sample Cup

Please wait. The


system is
performing the
selected
function.

3) Ensure that at least two cuvette strips are visible in


the cuvette feeder.
4) Verify the water levels in the distilled water bottle
and waste water bottle. Fill or empty as required.
5) Press <ENTER> to begin the calibration.
NOTE: If errors occur during the calibration, the
calibration stops, and no values are stored. If the
calibration is successful, a report prints on the
default printer.

Understanding the Express Plus Programs

4-63

Diagnostics/Maintenance Program (Continued)


Use this chart to locate the meanings of the fields (shown in
alphabetical order) that can show on the Diagnostics/
Maintenance screens:
This
field . . .

Shows . . .

At the Diagnostics/
Maintenance

C.V.

the coefficient of variation of all


the Precision Check results

Precision Check
screen

Firmware

the firmware versions of the track,


probe, diluter, and transports

System Version
screen

Flag

any flags associated with the


Precision Check results. Refer to
Section 10, Troubleshooting the
Express Plus, for more information

Precision Check
screen

Hardware

the hardware versions of the track,


probe, diluter, and transports

System Version
screen

I/O
Processor
Version

the version of the I/O processor

System Version
screen

Machine
Controllers

the hardware and firmware


versions of the machine controllers
(track, probe, diluter, and
transports)

System Version
screen

Main CPU

the software version and operating


system version of the main Central
Processing Unit (CPU)

System Version
screen

Mean

the mean of all of the Precision


Check results

Precision Check
screen

Photometer
Reading

the photometer reading obtained


during the lamp alignment
procedure, or during the lamp
adjustment sequence

Lamp Alignment
screen

Replicate
Number

the number of times the system


reads the Precision Check sample

Precision Check
screen

Result

the result obtained for each


Precision Check replicate

Precision Check
screen

S.D.

the standard deviation of all the


Precision Check results

Precision Check
screen

Sequencer

the software version and operating


system version of the sequencer

System Version
screen

Test Name

the test used for the Precision


Check

Precision Check
screen

4-64

Understanding the Express Plus Programs

Load Alternate Program


Load Alternate Program contains program functions used to help
Bayer Diagnostics Field Service Engineers troubleshoot your
Express Plus and enable you to load system software updates.
Figure 4-19 shows the Load Alternate Program and its options:
Figure 4-19. Load Alternate Program Map
F8 Load Alternate Program

Load Alternate
Program
Screen

F1

Boot
Floppy

CAUTION

The Calibrations and Manual Tests program is for


use by Bayer Diagnostics Field Service
Engineers only. Unauthorized use of this
program can damage your system and void your
warranty.

When you press F8 Load Alternate Program at the Main Menu, the
Load Alternate Program screen shows with the cursor at Express
Plus User Programs. Use this program only if you need to reload
your system software. Refer to Figure 4-20.
Figure 4-20. Load Alternate Program Screen

Load Alternate
Program

Alternate Programs
Express Plus User Programs
Calibrations and Manual Tests

Press <SELECT>
to select the
program indicated
by the cursor.

F1 Boot
Floppy

F2

F3

F4

F5

F6

F7

F8

Setting Up the Express Plus

5-1

5 Setting Up the Express Plus


About This Section

Page
5-3

Setting Installation Options


Setting or Modifying Options

5-5

Defining and Customizing Parameters


Selecting Definitions Program Options

5-11

Defining, Modifying, or Erasing Test Definitions

5-12

Defining Test Parameters

5-14

Defining Profiles

5-24

Defining Control Values

5-26

Defining Controls

5-27

Defining Calibrators

5-30

Defining Blanks

5-33

Backing Up the Settings


Backing Up the Data Files

5-37

Restoring the Data Files

5-41

5-2

Setting Up the Express Plus

5 Setting Up the Express Plus (Continued)


This section of the manual provides step-by-step procedures for
setting certain software options, such as system options that you
can set at installation, test order options, and printing preference
options. This section also includes step-by-step procedures for
setting or modifying test, profile, calibrator, control, and blank
parameters to customize those parameters for your laboratory.
Use this chart to find the procedures that you need in this
section.
If you want to . . .

Refer to . . .

set these system options:


operating temperature
sample tray format
date and time
language used for online text
QCSystems instrument code
whether to use the screen saver or
the automatic test shutdown
features

Tab:
Setting Installation Options

set the other available options:


your printing preferences for
printing reports
the default printer to use for your
system
the test order that shows on the
screen

Tab:
Setting Installation Options

define or modify parameter values


for tests, profiles, calibrators,
controls, or blanks

Tab:
Defining and Customizing
Parameters

make backup disks of your data files


(system options, definitions,
calibration curve data, worklist data,
patient results, and Q.C. data if
required)

Tab:
Backing Up the Settings

restore the data files information


back onto the system

Tab:
Backing Up the Settings

Backing Up the Data Files

Restoring the Data Files

Setting Up the Express Plus

5-3

About This Section


The Express Plus has several options that you can set after
installing your system. Once you set the options, the Express
Plus stores the values in system memory. You only need to set
the options once; however, if you need to use a new value for an
option, you can modify that setting.
This section explains the following options:
System Options
Printing Options
Test Order
Definitions Program options

Refer to Section 4, Understanding the Express Plus Programs, for


details on the remaining functions available in the Options and
Definitions programs, and the screen fields and function keys for
those programs.

Setting Up the Express Plus

Setting Up the Express Plus

5-5

Setting or Modifying Options


To set or modify the installation options:
1. At the Main Menu, press F6 Options.
2. At the Options menu screen, press F1 System Options.
3. At the Options/System Options screen, shown in Figure 5-1,
move the cursor to the option that you need to set or modify.
CAUTION

Selecting a new system language erases all


customized test definitions, customized options,
Q.C. statistics and the worklist, including all
results.

Figure 5-1. Options/System Options Screen with Default Values

Options
System Options

Operating Temperature: 37C


Sample Tray Format: 40-Position
System Clock: 20-MAR-1992 13:25
System Language: English

Review data and


modify if
required.

Enable Screen Saver? Yes

Press <EXIT> to
store what you
modified.

Automatic Test Shutdown? Yes

QCSystems Instrument Code: 81

Options:
Positive Sample Identification:
DISABLED
Express Communications Package: DISABLED

5-6

Setting Up the Express Plus

Setting or Modifying Options (Continued)


4. Press SELECT to select the value for the option setting, or
type a value:
To set the . . .

Move the cursor to . . .

temperature the system uses to


assay tests

Operating Temperature, then


press SELECT to set the value at
30C or 37C

method for sequentially


numbering the sample positions

Sample Tray Format, then press


SELECT to set the value
(40-Position or 20-Position)

current date and time that


shows in the Status zone; also
used to time calibration
intervals and print on reports

System Clock, then press


SELECT to set: DD-MMM-YYYY
(day-month-year), and HH:MM

screen saver option

Enable Screen Saver, then press


SELECT to set the value (Yes to
enable or No to disable)

when enabled, if the keyboard is


not used for 15 minutes, the
screen turns off to avoid
phosphor etching; press any
keyboard key to turn the screen
back on

(hours:minutes)

two-digit instrument code


supplied by Bayer Diagnostics
QCSystems

QCSystems Instrument Code

option that stops the test if


control results violate a defined
control rule (1-2s rule violations
do not stop testing)

Automatic Test Shutdown, then


press SELECT to set the value
(Yes to enable or No to disable)

optional software options. You


must have the optional software
installed to enable or disable
these functions; refer to the
software option addendum.

not modifiable at this screen;


ENABLED or DISABLED shows on
the screen to indicate if you have
the option installed on your
system

NOTE

(this field is not modifiable;


factory-defined default is 81)

For detailed instructions on setting up the


system for hardware accessories or software
options, refer to the addendum, instructions, or
manuals that accompany the option or
accessory.

Setting Up the Express Plus

5-7

Setting or Modifying Options (Continued)


NOTE

If you set the sample tray format option to


20-Position, you can use the 40-position tray, but
you can enter requests for the first 20 positions
only.
If you set the sample tray format option to
40-Position, you can use the 20-position trays,
but if requests in the worklist use cup numbers
higher than 20, those requests are not assayed.
To store the settings or modifications press EXIT.
If you press CANCEL after setting or modifying
the options, the values reset to their previous
settings and the system clock resets to the time
shown in the Status zone.
If you press MAIN MENU to return to the Main
Menu after setting or modifying the options, the
settings or modifications do not store in system
memory.

5. Press EXIT to store the system option settings in system


memory and return to the Options menu screen.
6. At the Options menu screen, press F2 Printing Options.
7.

At the Options/Printing Options screen, shown in Figure 5-2,


move the cursor to the option that you want to set or modify.

Figure 5-2. Options/Printing Options Screen (Example)

Options
Printing
Options

Run-Time Reports
Calibrator/Control Log: ON
Error Log: ON
Result Log: ON
Send Run-Time Reports to default printer: OFF
Default Printer: System

Review data and


modify if
required.

Collated Reports
Automatic print for Stats: ON
Automatic print for routine samples:OFF

Press <EXIT> to
store what you
modified.

Report Heading:
General Laboratories
123 Main Avenue
Oberlin, Ohio 44012

5-8

Setting Up the Express Plus

Setting or Modifying Options (Continued)


8. Press SELECT to set the option, or type a value.
To set the . . .

Move the cursor to . . .

reports that automatically print


on the system or external
printer while the system assays
tests (when these options are set
to ON, the system or external
printer prints the results or flags
at run time)

Calibrator/Control Log, then


press SELECT to set the
option to ON (print) or OFF
(do not print)

Error Log, then press SELECT

to set the option to ON (print)


or OFF (do not print)

Result Log, then press


SELECT to set the option to

ON (print) or OFF (do not


print)
printer you want to use to print
run-time reports

Send Run-Time Reports to


default printer, then press
SELECT to set the option to OFF

(print on the system printer) or


ON (print on the default printer)
default printer you want to use
to print reports
If you select DEC or Proprinter
as the default printer, but you
do not connect the DEC or
IBM Proprinter-compatible
printer to the system, the
Express Plus can fail to show
detected errors in the Status
zone.

Default Printer, then press


SELECT to set the option to
System (system printer), DEC

(approved DEC printer), or


Proprinter (approved IBM
Proprinter-compatible printer)
For more detailed information
on approved printers, contact the
Technical Assistance Center at
1-800-255-2121 in the
Continental United States, or call
your subsidiary or authorized
agent.

(Continued on the next page)

Setting Up the Express Plus

5-9

Setting or Modifying Options (Continued)


To set the . . .

Move the cursor to . . .

collated reports that


automatically print when the
tests are completed

Automatic print for Stats, then


press SELECT to set the
option to ON (print) or OFF
(do not print)

Automatic print for routine


samples, then press SELECT

to set the option to ON (print)


or OFF (do not print)
heading that you want to print
at the top of each collated
patient report

each line of the Report Heading,


then type the required heading
(up to six lines of 40 characters)

9. Press EXIT to store the printing options settings in system


memory and return to the Options menu screen.
10. At the Options menu screen, press F3 Test Order.
11. At the Options/Test Order screen, shown in Figure 5-3, move
the cursor to the test that you want to move, then press
SELECT to highlight the test.

5-10

Setting Up the Express Plus

Setting or Modifying Options (Continued)


Figure 5-3. Options/Test Order Screen (Example)

Options
Test Order

Alb
TBili
Creat
Trig
ACP_T
TIBC

ALP
BUN
GGT
UA
ACP_P

ALT
Ca
Gluc_HK
HDL
Mg

Amy
Chlor
IPhos
HBD
Fe

AST
Chol
LDH_L
CO2
ExFe

DBili
CK
TP
ACP_NP
UIBC

Press <SELECT> to
select the test
that you want to
move.
Press <EXIT> to
store what you
modified.

12. Move the cursor to the test that you want to show after the
selected test in the test order, then press SELECT again. The
test that you selected moves to the position you indicate.
NOTE

If you press SELECT twice when the cursor is at


the same test abbreviation, the test is not
selected and cannot move to its new position.

13. Press EXIT to store your customized test order in system


memory and return to the Options menu screen.

Setting Up the Express Plus

5-11

Selecting Definitions Program Options


The Definitions program options enable you to define or modify
the parameter values for a test, profile, control, calibrator, or
blank to customize those options for your laboratory.
To select an option:
1. At the Main Menu, press F5 Definitions.
2. At the Definitions menu screen, select what you want to
define or customize:
To define or customize . . .

Press . . .

Then . . .

test parameters for:

F1 Test

go to step 3 of this
procedure

profiles

F2 Profile

go to Defining
Profiles

controls

F3 Control

go to Defining
Controls

calibrators

F4 Calibrator

go to Defining
Calibrators

blanks

F5 Blank

go to Defining
Blanks

tests
reagents
assay order
calibrator concentrations
controls
QCSystems

3. Values for test parameters are factory-defined by


Bayer Diagnostics before the system is shipped to you. We
recommend that you:
a. Print a definition report for each test defined on your
Express Plus. At the Definitions/Tests screen, move the
cursor to each test, then press PRINT.
b. Review definition reports for each test to determine if the
factory-defined parameter values require customizing for
your laboratory.
c. Keep the reports of the factory-defined values for
reference.
4. Go to Defining, Modifying, or Erasing Test Definitions.

5-12

Setting Up the Express Plus

Defining, Modifying, or Erasing Test Definitions


At the Definitions/Tests screen, shown in Figure 5-4, you can:
select the test that you want to modify (customize)
define a new test
erase a defined test
restore a defined test to its factory-defined parameter values

To define, modify, or erase a test definition:


1. At the Main Menu, press F5 Definitions.
2. At the Definitions menu screen, press F1 Test.
The system shows the Definitions/Tests screen shown in
Figure 5-4.
Figure 5-4. Definitions/Tests Screen

Definitions
Tests

Alb
TBili
Creat
Trig
ACP_T
TIBC

ALP
BUN
GGT
UA
ACP_P

ALT
Ca
Gluc_HK
HDL
Mg

Amy
Chlor
IPhos
HBD
Fe

AST
Chol
LDH_L
CO2
ExFe

DBili
CK
TP
ACP_NP
UIBC

Press <SELECT> to
select the test
indicated by the
cursor.

F1 Insert

F2 Erase

F3 Restore F4

F5

F6

F7

F8

Setting Up the Express Plus

5-13

Defining, Modifying, or Erasing Test Definitions (Continued)


3. At the Definitions/Tests screen, perform the task you require:
To . . .

Then . . .

define a new test

press F1 Insert, then type the


name of the test you want to
define

erase a defined test

move the cursor to the test you


want to erase, then press
F2 Erase

when you erase a test definition,


all results in the worklist for that
test are erased, references to the
test in profile, calibrator, control,
and blank definitions are erased,
and all Q.C. statistics for that test
are erased
restore test parameters to their
factory-defined values

move the cursor to the test you


want to restore, then press
F3 Restore

modify a defined test

NOTE

move the cursor to the required


test, then press SELECT

If 48 tests are defined when you try to define a


new test, the system shows a message on the
screen that tells you the maximum number of
tests exists. If less than 48 test definitions exist
when you select a test or insert a test, the
Definitions/Tests/Parameters screen shows.
If you select to erase or restore a test definition,
the system prompts you for confirmation of the
requested action.

4. Did you press F1 Insert to define a new test, or select a


defined test to modify?
Yes:

The Definitions/Tests/Parameters screen shows. Go to


step 4 of the Defining Test Parameters procedure.

No:

Press EXIT to store any changes in system memory and


return to the Definitions menu screen.

5-14

Defining Test
Parameters

Setting Up the Express Plus

At the Definitions/Tests/Parameters screen, shown in Figure 5-5,


you can define the parameter values for the test you selected or
inserted at the Definitions/Tests screen.
To define or modify test parameter values:
1. At the Main Menu, press F5 Definitions.
2. At the Definitions menu screen, press F1 Test.
3. At the Definitions/Tests screen, select a defined test or insert
a new test:

To select a defined test, move the cursor to the defined


test you need to modify, then press SELECT; go to step 4.

To insert a new test, press F1 Insert to define a new test,


then go to step 4.

4. At the Definitions/Tests/Parameters screen, shown in


Figure 5-5, move the cursor to the required fields, then press
SELECT to set the values or type the values to define or
modify the test definition.
NOTE

When you select ratio or off-system test types,


only certain test parameters show on the screen.
Refer to Figures 5-6 and 5-7 for examples of
screens for those test types.

Figure 5-5. Definitions/Tests/Parameters Screen (Defined Test)

Definitions

Test Name: Albumin


Test Bar Code: 001

Test: Alb

Test Type: Endpoint


Units: g/dL

Curve Type: Blanked Linear


No. of Decimal Places: 1

Tests
Parameters

Review data, then


modify if
required.
Press <EXIT> to
store definition
or review another
test.

F1

Primary Wavelength: 600nm Secondary Wavelength: 540nm


Read Time/Interval: 20
Sample Blank? No
Factor:
Calibration Interval: 120 Hours
Normalization/Reblanking Interval:
Hours
No. of Calibrators: 3
No. of Replicates: 2
Low Blank A Limit: 0.010
Low A Limit: -0.250
Low Normal:
3.5
Linearity Limit:
8.0

F2 Reagents F3 Assay
Order

F4 Calib.
Concs.

High Blank A Limit: 0.450


High A Limit: 0.800
High Normal: 5.3
Curve S.D. Limit: 0.20000

F5 Controls F6 QCSystem F7

F8

Setting Up the Express Plus

Defining Test
Parameters

5-15

Figure 5-6. Definitions/Tests (Ratio)/Parameters Screen

(Continued)
Definitions

Test Name: Acid Phos Prost


Test Bar Code: 026

Test: ACP_P

Tests
Parameters

Test Type: Ratio


Units: U/L

Number of Decimal Places: 1

Ratio Definition:
ACP_T - ACP_NP
Review data then
modify if
required.
Press <EXIT> to
store the
definition or
review another
test.

Low Normal: 0.0

High Normal: 3.0

Figure 5-7. Definitions/Tests (Off-System)/Parameters Screen

Definitions

Test Name: Sodium


Test Bar Code:

Test: Na

Tests
Parameters

Test Type: Off-System


Units: mEq/L

Number of Decimal Places: 0

Low Normal: 135.

High Normal: 148.

Review data then


modify if
required.
Press <EXIT> to
store the
definition or
review another
test.

5-16

Defining Test
Parameters
(Continued)

Setting Up the Express Plus

5. Function keys show on the screen when you select endpoint,


kinetic, or two-point test types. Perform each step shown in
this chart to define a new test, or select only the functions
you need to modify the test definition:
To . . .

Press . . .

Then go to . . .

define the reagent


parameter values for the
test

F2 Reagents

step 6 and refer to


Figure 5-8

define the wash fluids


and wash counts to
reduce reagent carryover
for the test

F3 Assay

step 7 and refer to


Figure 5-9

define the calibrator


concentrations to use to
calibrate or normalize
the test

F4 Calib.

define the controls and


control rules to use for
the test

F5 Controls

step 9 and refer to


Figure 5-11

define the QCSystems


codes to use with Bayer
Diagnosticss QCSystems
program

F6 QCSystem

step 10 and refer to


Figure 5-12

NOTE

Order

Concs.

step 8 and refer to


Figure 5-10

Press EXIT to store the definition in system


memory and return to the Definitions/Tests
screen.
If you press CANCEL after defining or modifying
the tests, the values reset to their previous
settings. If you press MAIN MENU to return to
the Main Menu after defining or or modifying
the tests, the definitions or modifications do not
store in system memory.

Setting Up the Express Plus

Defining Test
Parameters
(Continued)

5-17

6. At the Definitions/Tests/Reagents screen, shown in


Figure 5-8, move the cursor to the required fields, then press
SELECT to set the required values or type the values to define
or modify the reagent parameters for the test.
Figure 5-8 . Definitions/Tests/Reagents Screen (Example)

Definitions

Test Name: Albumin


Test Bar Code: 001

Test: Alb

Tests
Reagents

Sample Volume: 3 L
Rerun Dilution Ratio: 1

Predilution Ratio: 1

Sample Diluent Bar Code:


Sample Diluent Bottle Type: Plastic
Review data then
modify if
required.
Press <EXIT> to
store the
definition or
review another
test.

F1 Param- F2
eters

7.

Reagent Diluent Bar Code:


Reagent Diluent Bottle Type: Plastic

Rgnt 1:
Rgnt 2:
Rgnt 3:
Rgnt 4:

Reagent Bar
Volume Code
300 uL AB1A
uL
uL
uL

F3 Assay

F4 Calib.

Order

Diluent
Volume
uL
uL
uL
uL

Lag
Time
60 secs
secs
secs
secs

F5 Controls F6 QCSystem F7

Bottle
Type
Plastic
Plastic
Plastic
Plastic
F8

Concs.

At the Definitions/Tests/Assay Order screen, shown in


Figure 5-9, move the cursor to each test that interferes with
the results of the test you are defining or modifying, then:
a. Move the cursor to Wash Fluid, then press SELECT to
define the required wash fluid (NONE, Water, Fluid 1, or
Fluid 2).
b. Move the cursor to Wash Count, then press SELECT to
define the number of wash cycles required (1 or 2).
c. If you defined Fluid 1 or Fluid 2 as a wash fluid, move
the cursor the Fluid 1 Bar Code and/or Fluid 2 Bar Code,
then type the bar code(s) for the wash fluid(s) to use for
the test you are defining.

5-18

Defining Test
Parameters

Setting Up the Express Plus

NOTE

(Continued)

To define Wash Fluids or Wash Counts for tests


not shown on this screen, press F8 Moreto show
the remaining defined tests on the screen.
When you select a wash fluid for a test, then
move the cursor off the Wash Fluid field, the
system highlights the test abbreviation. And,
when you remove the selection of a wash fluid
for a test (you select NONE), then move the
cursor off the Wash Fluid field, the system
removes the highlighting from the test
abbreviation.
When you define a test that uses two wash
fluids, be sure to define the most stringent wash
fluid as Fluid 2. After an error occurs that stops
testing, the Express Plus always uses fluid 2 to
ensure that the test you selected at the Assay
Order screen does not interfere with the test
being assayed (defined).

Figure 5-9. Definitions/Tests/Assay Order Screen (Example)

Definitions
Tests

Test Name: Albumin


Test Bar Code: 001
Fluid 1 Bar Code: AB1A

Assay Order

Select a wash
fluid and the
number of washes
for the test(s)
that interfere
with the test
being defined.

Test
Alb
ALT
AST
TBili
Ca
Chol
Creat
Gluc_HK
LDH_L
Trig
HBD
CO2

Press <EXIT> to
store definition
or review another
test.
F1 Param- F2 Reagents F3
eters

Wash
Fluid
NONE
NONE
NONE
NONE
Fluid 1
NONE
NONE
NONE
NONE
NONE
NONE
NONE
F4 Calib.
Concs.

Wash
Count
1
1
1
1
2
1
1
1
1
1
1
1

Test: Alb
Fluid 2 Bar Code:
Test
ALP
Amy
DBili
BUN
Chlor
CK
GGT
IPhos
TP
UA
HDL
ACP_NP

F5 Controls F6 QCSystem F7

Wash
Fluid
NONE
NONE
NONE
NONE
NONE
NONE
NONE
NONE
NONE
NONE
NONE
NONE

Wash
Count
1
1
1
1
1
1
1
1
1
1
1
1

F8 More

Setting Up the Express Plus

Defining Test
Parameters
(Continued)

5-19

8 . At the Definitions/Tests/Calibrator Concentrations screen,


shown in Figure 5-10, define the calibrator concentrations to
use for the test:
a. Move the cursor to each Conc. field, then type the
calibrator concentration to use for the test.
b. If the test type is nonlinear, move the cursor to each of
two defined concentrations (not consecutive and not the
zero calibrator), then press SELECT to define the
calibrators to use to normalize the calibration curve for
the test (refer to Figure 5-10).
NOTE

You can specify the calibrator concentrations at


the Definitions/Tests/Calibrator Concentrations
screen or the Definitions/Calibrator/
Concentrations screen to calibrate a defined test.
If the test is a blanked linear curve type, the
system automatically uses the defined zero
calibrator or blank to reblank the stored
calibration curve for the test.

Figure 5-10. Definitions/Tests/Calibrator Concentrations Screen


(Example)

Definitions
Tests
Calibrator
Concentrations

Test Name: NAceytlprocaina


Test Bar Code:
Conc. 1
0.0

Conc. 2
1.0

Conc. 3
2.0

Test: NAPA

Conc. 4
4.0

Conc. 5
8.0

Conc. 6
16.0

Review data then


modify if
required.
Press <EXIT> to
store definition
or review another
test.

F1 Param- F2 Reagents F3 Assay


eters

Order

F4

F5 Controls F6 QCSystem F7

F8

5-20

Defining Test
Parameters
(Continued)

Setting Up the Express Plus

9. At the Definitions/Tests/Controls screen, shown in


Figure 5-11, define the controls, control rules, and control
rule evaluation to use for the test/control pair:
Figure 5-11. Definitions/Tests/Controls Screen (Example)

Definitions
Tests
Controls

Review data then


modify if
required.
Press <EXIT> to
store the definition
or review another
test.

Test Name: Albumin


Test Bar Code: 001
Controls:
QCSNorm

Control Rules:
1-3s
2-2s

Order

NOTE

4-1s

Control Rule Evaluation:

F1 Param- F2Reagent F3 Assay


eters

QCSAbn

F4 Calib.

F5

Test: Alb

Uniqual

10x
Expected Mean

F6 QCSystem F7

F8

Concs.

If you modify control rules at the Definitions/


Tests/Controls screen, or modify the Expected
Mean and 1 S.D. at the Definitions/Control/
Limits screen, the modifications only affect
future control results for the test. The system
does not re-evaluate stored control results based
on the modified values.
If you do not select control materials for the test
at the Definitions/Controls screen, the system
does not store any control results for the test in
the Q.C. database.

a. Move the cursor to each control to use for the test, then
press SELECT. You can select up to six controls.
b. Move the cursor to each control rule to use for the
controls you selected, then press SELECT.
The system automatically uses the 1-2s control rule for all
tests; that rule does not show on this screen.
For information about using the Automatic Test
Shutdown option, refer to the Section 5 tab, Setting
Installation Options, and to Section 3, Understanding the
System Calculations.

Setting Up the Express Plus

Defining Test
Parameters
(Continued)

5-21

c. Move the cursor to Control Rule Evaluation, then press


SELECT to define the statistical set to use when evaluating
the control results against the defined control rules:
Use Expected Mean . . .

Use Lifetime Mean . . .

to evaluate the control


results using the defined
control rules against the
expected mean and one
standard deviation that you
defined as the target values
at the Definitions/Control/
Limits screen.

to evaluate the control results


using the defined control rules
against the lifetime mean and
one standard deviation, which
are calculated from the actual
results and stored in the Q.C.
database.

The rules are only evaluated


if you defined the expected
mean and 1 S.D. at the
Definitions/Control/Limits
screen for the test/control
pair.

The rules are only evaluated if


the total number of stored
lifetime data points is more
than 1.

For more information about control rules and control


rule evaluations, refer to Section 3, Understanding the
System Calculations, and to the Section 7 tab, Defining
Control Values/Managing Q.C. Data.

5-22

Defining Test
Parameters
(Continued)

Setting Up the Express Plus

10. The Express Plus QCSystems codes are factory-defined. If


you need to view the codes or change the values, use your
QCSystems reference package to define the QCSystems
codes for the test. At the Definitions/Tests/QCSystems
screen, shown in Figure 5-12, define the required codes:
Move the cursor to . . .

Then . . .

Test Code

type the test code supplied by


BayerDiagnostics QCSystems

Method Code

type the method code supplied by


Bayer Diagnostics QCSystems

Units Code

type the units code supplied by


Bayer Diagnostics QCSystems

Reagent Code

type the reagent code supplied by


Bayer Diagnostics QCSystems

Figure 5-12. Definitions/Tests/QCSystems Screen

Definitions
Tests
QCSystems

Test Name: Albumin


Test Bar Code: 001

Test: Alb

Test Code: 6
Method Code: 2
Units: g/dL
Units Code: 10

Review data then


modify if
required.

Reagent Code: 99

Press <EXIT> to
store definition
or review another
test.

F1 Param- F2Reagent F3 Assay


eters

Order

F4 Calib.
Concs.

F5 Controls F6

F7

F8

Setting Up the Express Plus

Defining Test
Parameters

5-23

NOTE

(Continued)

Press EXIT to store the definition in system


memory and return to the Definitions/Tests
screen.
If you press CANCEL after defining or modifying
the tests, the values reset to their previous
settings. If you press MAIN MENU to return to
the Main Menu after defining or or modifying
the tests, the definitions or modifications do not
store in system memory.

11. After you define or modify all the required parameters for
the test definition, press EXIT to store the definition in system
memory and return to the Definitions/Tests screen.
12. At the Definitions/Tests screen:
To . . .

Then . . .

define or modify another


test

select or insert another test and repeat


steps 4 through 11 of this procedure to
define or modify the test

erase a test definition

move the cursor to the test to erase,


then press F2 Erase

select another Definitions


option from the menu

press EXIT to go to the Definitions


menu screen

go to the Main Menu

press EXIT twice

NOTE

If you select to erase a test definition, the


system prompts you to confirm the action.

5-24

Setting Up the Express Plus

Defining Profiles
At the Definitions/Profiles screen, shown in Figure 5-13, you can:
select the profile that you want to modify
define a new profile
erase a defined profile
Figure 5-13. Definitions/Profiles Screen (Example)

Definitions

Chem

Liver

Cardiac

Renal

Lytes

Profiles

Press <SELECT>
to select the
profile indicated
by the cursor.

F1 Insert

F2 Erase

F3

F4

F5

F6

F7

F8

To define, modify, or erase a profile definition:


1. At the Main Menu, press F5 Definitions.
2. At the Definitions menu screen, press F2 Profile.
3. At the Definitions/Profiles screen:
To . . .

Then . . .

define a new profile

press F1 Insert, then type the name of


the profile you want to define

erase a currently defined


profile

move the cursor to the profile you


want to erase, then press F2 Erase

modify a defined profile

move the cursor to the required


profile, then press SELECT

NOTE

If you select to erase a test definition, the


system prompts you to confirm the action.

Setting Up the Express Plus

5-25

Defining Profiles (Continued)


NOTE

If 10 profiles are defined when you try to define


a new profile, the system shows a message on
the screen that tells you the maximum number
of profiles exists. If less than 10 profiles exist
when you select a profile or insert a profile, the
Definitions/Profiles/Selection screen shows.

4. Did you press F1 Insert to define a new profile, or select a


defined profile to modify?
Yes: Go to step 5.
No:

Press EXIT to store any changes in system memory and


return to the Definition menu screen.

5. At the Definitions/Profiles/Selection screen, shown in


Figure 5-14, type up to eight characters for the profile name.
Figure 5-14. Definitions/Profiles/Selection Screen (Example)

Definitions
Profiles
Selection

Press <SELECT>
to select the test
indicated by the
cursor.

Profile Name: Cardiac


Tests:
Alb
TBili
Creat
Trig
ACP_T
TIBC

ALP
BUN
GGT
UA
ACP_P

ALT
Ca
Gluc_HK
HBD
Mg

Profile Bar Code:

Amy
Chlor
IPhos
HDL
Fe

AST
Chol
LDH_L
CO2
ExFe

DBili
CK
TP
ACP_NP
UIBC

Press <EXIT> to
store definition
or review another
profile.

6. Move the cursor to each test to include in, or exclude from,


the profile, then press SELECT to select (highlight) or remove
the test.

5-26

Setting Up the Express Plus

Defining Profiles (Continued)


NOTE

Press EXIT to store the definition in system


memory and return to the Definitions/Profiles
screen.
If you press CANCEL after defining or modifying
the profiles, the values reset to their previous
settings. If you press MAIN MENU to return to
the Main Menu after defining or or modifying
the profiles, the definitions or modifications do
not store in system memory.

7. Press EXIT to store the profile definition in system memory


and return to the Definitions/Profiles screen.
8 . At the Definitions/Profiles screen:
To . . .

Then . . .

define or modify another


profile

select or insert another profile, then


repeat steps 4 through 7 of this
procedure

erase a profile

move the cursor to the profile to erase,


then press F2 Erase

select another Definitions


option from the menu

press EXIT to go to the Definitions


menu screen

go to the Main Menu

press EXIT twice

Defining Control Values


Before you define each control using the next procedure,
Defining Controls, establish a mean and one S.D. value for each
control used on the Express Plus in your laboratory:
1. Over a minimum of 10 days, obtain at least 20 control results
for each control material.
2. Use the results that you obtain for each control to calculate a
mean and one S.D. for each control.
3. Use the Defining Controls procedure to define each control,
and to define the mean and one S.D. for each control.
The Express Plus will store results for these controls in the
Q.C. database and use the results to calculate Q.C. statistics
and produce reports and plots. These defined controls can
also use control rule evaluations in Q.C. Statistics.

Setting Up the Express Plus

5-27

Defining Controls
At the Definitions/Controls screen, shown in Figure 5-15, you
can:
select the control that you want to modify
define a new control
erase a defined control
Figure 5-15. Definitions/Controls Screen (Example)

Definitions

Normal

QCSNorm

QCSAbn

Lipid

Bili

Controls

Press <SELECT> to
select the control
indicated by the
cursor.

F1 Insert

F2 Erase

F3

F4

F5

F6

F7

F8

To define, modify, or erase a control definition:


1. At the Main Menu, press F5 Definitions.
2. At the Definitions menu screen, press F3 Control.
3. At the Definitions/Controls screen:
To . . .

Then . . .

define a new control

press F1 Insert, then type the name of


the control you want to define

erase a currently-defined
control

move the cursor to the control you


want to erase, then press F2 Erase

modify a defined control

move the cursor to the required


control, then press SELECT

NOTE

If you select to erase a test definition, the


system prompts you to confirm the action.

5-28

Setting Up the Express Plus

Defining Controls (Continued)


NOTE

If 13 control definitions are defined when you


try to define a new control, the system shows a
message on the screen to tell you that the
maximum number of controls exists. If less than
13 control definitions exist when you select a
control or insert a control, the Definitions/
Control/Limits screen shows.

4. Did you press F1 Insert to define a new control, or select a


defined control to modify?
Yes: Go to step 5.
No:

Press EXIT to store any changes in system memory and


return to the Definitions/Controls screen.

5. At the Definitions/Control/Limits screen, shown in


Figure 5-16, define or modify the control parameters for the
selected control:
a. Move the cursor to each field at the top of the screen and
type the required value for the control.
b. Move the cursor to each test that uses the control, then
type the values for the expected mean and expected
one S.D. calculated in your laboratory for the control.
c. To define control parameters for tests that do not show
on this screen, press F8 Moreto show the remaining tests
on the screen, then repeat steps 5a and 5b.
NOTE

Press EXIT to store the definition in system


memory and return to the Definitions/Controls
screen.
If you press CANCEL after defining or modifying
the controls, the values reset to their previous
settings. If you press MAIN MENU to return to
the Main Menu after defining or or modifying
the controls, the definitions or modifications do
not store in system memory.

6. Press EXIT to store the control definition in system memory


and return to the Definitions/Controls screen.

Setting Up the Express Plus

5-29

Defining Controls (Continued)


7. At the Definitions/Controls screen:
To . . .

Then . . .

define or modify another


control

select or insert another control and


repeat steps 4 through 6 of this
procedure

erase a control

move the cursor to the control to


erase, then press F2 Erase

select another Definitions


options from the menu

press EXIT to go to the Definitions


menu screen

go to the Main Menu

press EXIT twice

Figure 5-16. Definitions/Control/Limits Screen (Example)

Definitions

Control Name: QCSNorm


Control Bar Code: 01

Control
Limits

Review data then


modify if
required.
Press <EXIT> to
store the definition
or review another
control.

F1

F2

Expected
Test
Mean
Alb
3.3
ALT
AST
TBili
0.7
Ca
Chol
141.
Creat
Gluc_HK 88.
LDH_L
Trig
74.
HDL
CO2
F3

F4

Lot Number: 020802


Pool Number: 01
Expiration Date: 14-FEB-1992

Expected
Expected Expected
1 SD
Test
Mean
1 SD
0.30
ALP
Amy
DBili
0.1
0.10
0.20
BUN
16.0
3.00
Chlor
98.
4.0
21.0
CK
GGT
9.0
IPhos
TP
5.5
0.30
11.0
UA
5.1
0.50
HBD
ACP_NP
F5

F6

F7

F8 More

5-30

Setting Up the Express Plus

Defining Calibrators
At the Definitions/Calibrators screen, shown in Figure 5-17, you
can:
select the calibrator that you want to modify
define a new calibrator
erase a defined calibrator
Figure 5-17. Definitions/Calibrators Screen (Example)

Definitions

Multi1

Multi2

Calibrators

Press <SELECT> to
select the
calibrator
indicated by the
cursor.

F1 Insert

F2 Erase

F3

F4

F5

F6

F7

F8

To define, modify, or erase a calibrator definition:


1. At the Main Menu, press F5 Definitions.
2. At the Definitions menu screen, press F4 Calibrator.
3. At the Definitions/Calibrator screen:
To . . .

Then . . .

define a new calibrator

press F1 Insert, then type the name of


the calibrator you want to define

erase a currently-defined
calibrator

move the cursor to the calibrator you


want to erase, then press F2 Erase

modify a defined
calibrator

move the cursor to the required


calibrator, then press SELECT

NOTE

If you select to erase a test definition, the


system prompts you to confirm the action.

Setting Up the Express Plus

5-31

Defining Calibrators (Continued)


NOTE

If 10 calibrator definitions are defined when you


try to define a new calibrator, the system shows
a message on the screen to tell you that the
maximum number of calibrators exists. If less
than 10 calibrator definitions exist when you
select or insert a calibrator, the Definitions/
Calibrator/Concentrations screen shows.

4. Did you press F1 Insert to define a new calibrator, or select a


defined calibrator to modify?
Yes: Go to step 5.
No:

Press EXIT to store any changes in system memory and


return to the Definitions menu screen.

5. At the Definitions/Calibrator/Concentrations screen, shown in


Figure 5-18, define the concentrations for the selected
calibrator and tests:
a. Move the cursor to each calibrator field at the top of the
screen, then type the required value.
b. Move the cursor to each test that uses the calibrator, then
type the calibrator concentration for that test.
Figure 5-18 . Definitions/Calibrator/Concentrations Screen (Example)

Definitions
Calibrator
Concentrations

Review data and


modify if
required.
Press <EXIT> to
store the
definition or
review another
calibrator.

Calibrator Name: Multi1


Lot Number: L39M
Calibrator Bar Code: 09
Test
Conc.
Test
Conc.
Test
Conc.
Alb
4.7
ALP
ALT
Amy
AST
DBili
0.4
TBili
2.1
BUN
15.5
Ca
9.9
Chlor
93.
Chol
174.
CK
Creat
3.2
GGT
Gluc_HK 114.
TP
7.6
IPhos
2.8
LDH_L
Trig
96.
UA
3.0
HDL
HBD
CO2
22.5
ACP_NP
ACP_P RATIO
Mg
2.4
ACP_T
Fe
ExFe
UIBC RATIO
TIBC RATIO

5-32

Setting Up the Express Plus

Defining Calibrators (Continued)


NOTE

Press EXIT to store the definition in system


memory and return to the Definitions/
Calibrators screen.
If you press CANCEL after defining or modifying
the calibrators, the values reset to their previous
settings. If you press MAIN MENU to return to
the Main Menu after defining or or modifying
the calibrators, the definitions or modifications
do not store in system memory.

6. Press EXIT to store the calibrator definition in system


memory and return to the Definitions/Calibrators screen.
7. At the Definitions/Calibrators screen:
To . . .

Then . . .

define or modify another


calibrator

select or insert another calibrator and


repeat steps 4 through 6 of this
procedure

erase a calibrator

move the cursor to the calibrator to


erase, then press F2 Erase

select another Definitions


options from the menu

press EXIT to go to the Definitions


menu screen

go to the Main Menu

press EXIT twice

Setting Up the Express Plus

5-33

Defining Blanks
At the Definitions/Blanks screen, shown in Figure 5-19, you can:
select the blank that you want to modify
define a new blank
erase a defined blank
Figure 5-19. Definitions/Blanks Screen (Example)

Definitions

H2O1

H2O2

H2O3

Blanks

Press <SELECT>
to select the
blank indicated
by the cursor.

F1 Insert

F2Erase

F3

F4

F5

F6

F7

F8

To define, modify, or erase a definition for a blank:


1.

At the Main Menu, press F5 Definitions.

2.

At the Definitions menu screen, press F5 Blank.

3.

At the Definitions/Blanks screen:


To . . .

Then . . .

define a new blank

press F1 Insert, then type the name of


the blank you want to define

erase a currently-defined
blank

move the cursor to the blank you want


to erase, then press F2 Erase

modify a defined blank

move the cursor to the required blank,


then press SELECT

NOTE

If you select to erase a test definition, the


system prompts you to confirm the action.

5-34

Setting Up the Express Plus

Defining Blanks (Continued)


NOTE

If 10 blanks are defined when you try to define a


new blank, the system shows a message on the
screen to tell you that the maximum number of
blanks exists. If less than 10 blanks are defined
when you select or insert a blank, the
Definitions/Blanks/Selection screen shows.

4. Did you press F1 Insert to define a new blank, or select a


defined blank to modify?
Yes:

Go to step 5.

No:

Press EXIT to store any changes in system memory and


return to the Definitions menu screen.

5. At the Definitions/Blanks/Selection screen, shown in


Figure 5-20, define the blank:
a. Move the cursor to Blank Bar Code, then type the bar
code for the selected blank.
b. Move the cursor to select each test that will use the
blank, then press SELECT.
Figure 5-20. Definitions/Blanks/Selection Screen (Example)

Definitions
Blanks
Selection

Press <SELECT> to
select the test
indicated by the
cursor.
Press <EXIT> to
store the definition
or review another
blank.

Blank Name: H2O1


Tests:
Alb
TBili
Creat
Trig
ACP_T
TIBC

ALP
BUN
GGT
UA
ACP_P

Blank Bar Code:

ALT
Ca
Gluc_HK
HBD
Mg

Amy
Chlor
IPhos
HDL
Fe

AST
Chol
LDH_L
CO2
ExFe

DBili
CK
TP
ACP_NP
UIBC

Setting Up the Express Plus

5-35

Defining Blanks (Continued)


NOTE

Press EXIT to store the definition in system


memory and return to the Definitions/Blanks
screen.
If you press CANCEL after defining or modifying
the blanks, the values reset to their previous
settings. If you press MAIN MENU to return to
the Main Menu after defining or modifying the
blanks, the definitions or modifications do not
store in system memory.

6. Press EXIT to store the definition in system memory and


return to the Definitions/Blanks screen
7. At the Definitions/Blanks screen:
To . . .

Then . . .

define or modify another


blank

select or insert another blank and


repeat steps 4 through 6 of this
procedure

erase a blank

move the cursor to the blank to erase,


then press F2 Erase

select another Definitions


options from the menu

press EXIT to go to the Definitions


menu screen

go to the Main Menu

press EXIT twice

Setting Up the Express Plus

Setting Up the Express Plus

5-37

Backing Up the Data Files


After you define or customize your system setup, back up those
data files onto floppy disk(s).
Bayer Diagnostics recommends that you back up your data files
as part of your routine, preventive maintenance for the Express
Plus. Use a backup interval that is appropriate for your
laboratorys database.
Then, if your software needs to be reloaded later, and you have
backup disks of your data files, you can use F2 Restore Data Files
to restore the data onto the system. You will not have to re-enter
all of your customized data.
To back up the Express Plus data files, you need: one formatted,
blank disk to back up data files, or four formatted, blank disks to
back up data files with Q.C. statistics.
Format all the required disks before you start the backup
procedure. Use F6 Format Floppy Disk at the Options/Disk
Options screen to format your disks (refer to step 4 of this
procedure).
CAUTION

NOTE

If you do not back up Q.C. files, the system


deletes stored Q.C. data when you restore the
data that you did back up.
To backup your Q.C. statistics at the same time
as your other data files, you will need four
formatted disks; otherwise, you will need one
formatted disk to backup the data files without
the Q.C. statistics. Format all the required
disks before you start the backup procedure.
Use only disks that are not write protected. Use
only 3.5-inch, high-density, double-sided disks
for making backup disks or restoring data files.
If you use another type of disk, the system
shows an error message.
Store your backup disks in a safe place.

5-38

Setting Up the Express Plus

Backing Up the Data Files (Continued)


To back up your data files:
1. At the Main Menu, press F6 Options.
2. At the Options screen, press F5 Disk Options.
3.

Are your disks already labeled and formatted?


Yes: Go to step 5.
No:

Use the following chart to label the required disks, then


go to step 4 to format the disk(s).

NOTE

4.

Use the currently-installed software version


number in place of the X.XXs on the disk
labels. Refer to the software version shown on
the Diagnostics Maintenance/System Version
screen for the currently-installed software
version number.

If you are
backing up . . .

Then you need . . .

data files without Q.C.


statistics

1 disk labeled Version X.XX Data


Files

data files with Q.C.


statistics

4 disks labeled Version X.XX Q.C.


Data Files - disk X, where X is disk
1, 2, 3, and 4.

Format the labeled disks:


a. Place the write-protect tab on the required disk in the
write-data position, then insert the floppy disk into the
disk drive.
You cannot back up the data files, program files, or
system calibration files onto a disk(s) if the write-protect
tab is in the read-only position.
b. At the Options/Disk Options screen, press F6 Format
Floppy Disk.
c. Follow the instructions shown in the prompt area to
format the disk.
d. Repeat steps 4a through 4c to format each required disk.

Setting Up the Express Plus

5-39

Backing Up the Data Files (Continued)


CAUTION

If you are using communications on your system


and you need to back up data files, perform
step 5 before you back up the files; otherwise,
the system can produce a fatal error. If you do
not have communications enabled, skip step 5.

5. Do you have the Communications Option enabled?


Yes: Press EXIT to go to the Options menu, then prepare the

communications channels for data file backup functions:


a. Press F4 Communications at the Options menu.
b. At the Options/Communications screen, move the
cursor to each Device field that you have configured
for the system, then press SELECT until NONE shows
for each Device field.
c. Press EXIT to go to the Options menu.
d. Press F5 Disk Options, then go to step 6.
No: Go to step 6.

6. At the Options/Disk Options screen, shown in Figure 5-21,


press F1 Backup Data Files.
Figure 5-21. Options/Disk Options Screen

Options
Disk Options

F1 Backup Data Files


F2 Restore Data Files
F3 Backup System Calibrations

Press the
required function
key.

F4 Restore System Calibrations


F5 Backup Program Files
F6 Format Floppy Disk

5-40

Setting Up the Express Plus

Backing Up the Data Files (Continued)


7.

Back up the required files:


a. Verify that the write-protect tab is in the write-data
position on the required disk.
NOTE

If you use a write-protected disk to back up


your files, an error message can occur. Place
the tab in the write-data position.

b. Install the disk in the disk drive, then follow the


instructions in the prompt area to back up the data files.
If you are backing up data files with Q.C., the system
prompts you to install each disk required for the backup.
Repeat steps 7a and 7b for each required disk.
c.
8.

Remove the installed disk when the system beeps five


times.

Place the write-protect tab on each backup disk in the readonly position.

9. Do you have the Communications Option enabled on your


system?
Yes: Complete the backup function for communications:

a. Press EXIT to go to the Options menu.


b. Press F4 Communications, then at the Options/
Communications screen, move the cursor to the
Device field that you had configured for the system
and press SELECT until the required setting shows at
the Device field.
NOTE

If you only have an LIS 2 device connected to


your system, skip step 9c.

c. Press F3 Reset Channel to reset the communications


channel for the selected device.
d. If you have other devices connected to the system,
repeat steps 9b and 9c for each connected device.
e. Go to step 10.
No: Go to step 10.

10. Press EXIT twice to go to the Main Menu.

Setting Up the Express Plus

5-41

Restoring the Data Files


If you have data files stored on backup disks, you can
automatically load the definitions and calibration curve data files
back onto the system. The Express Plus prompts you to decide if
you also want to restore the worklist data, patient results, and any
backed up Q.C. data from the backup disks.
CAUTION

Restoring your data files overwrites any existing


data currently stored on the system. Ensure
that you always have a copy of your current
data files stored on floppy disks.
Any data that you backed up, but do not
restore, is lost from system memory when you
restore other data.
If a disk error shows while restoring the data
files, do not select any function key other than
F2 Restore Data Files until all data files are
restored; otherwise, a fatal disk error occurs and
you must reload the system software.
If, during the restore function, the system finds
that Q.C. data files are missing from the backup
disks and you are restoring Q.C. data, or if you
exit the restore function before it completes, the
system erases the Q.C. data.
If you attempt to restore Q.C. data using dates
later than the date and time set on the system
clock, the Q.C. databases can be corrupted in
their date/time sequences.

NOTE

The Express Plus prompts you to decide if you


want to restore the worklist data, patient results,
and any backed up Q.C. data. Those files do
not automatically restore during this procedure
unless you respond Y (yes) to the prompt.

5-42

Setting Up the Express Plus

Restoring the Data Files (Continued)


To restore your data files:
1.

At the Main Menu, press F6 Options.


CAUTION

2.

If you are using communications on your


system, perform step 2 before you restore files;
otherwise, the system can produce a fatal error
that can cause the system software to require
re-installing.

Press F4 Communications at the Options menu, then prepare


communications as follows:
a. At the Options/Communications screen, move the cursor
to the each Device field that you have configured for the
system, then press SELECT to set the field to NONE.
b. Press EXIT to go to the Options menu again.

3.

At the Options screen, press F5 Disk Options.

4.

At the Options/Disk Options screen (refer to Figure 5-21),


press F2 Restore Data Files, then follow the instructions
shown in the prompt area to copy the data files from your
backup disk(s) to the system hard disk.
The Express Plus:

verifies that the data on the backup disk is from a software


version that is compatible with the version currently
installed on the system. If it is not, the system does not
restore the data.

verifies that the backup disks you insert are from a set of
backup disks that were made at the same time.

verifies that you insert each backup disk from the set of
disks in the correct sequence.

5.

Press EXIT to go to the Options menu again.

6.

Remove the backup disk from the disk drive and store the
backup disk(s) in a safe place.
NOTE

If you are using communications on your


system, perform step 7 to establish
communications again. If you are not using
communications, the restore function is
completed; go to step 8.

Setting Up the Express Plus

5-43

Restoring the Data Files (Continued)


7.

At the Options menu, press F4 Communications, then:


a. At the Options/Communications screen, move the cursor
to the first Device field that you had configured for the
system and press SELECT to set the field to the required
setting.
NOTE

If you only have an LIS 2 device connected to


your system, skip step 7b.

b. Press F3 Reset Channel to reset the communications


channel for the selected device.
c. If you have other devices connected to the system, repeat
steps 7a and 7b for each connected device.
8 . Press EXIT twice to go to the Main Menu.

Setting Up the Express Plus

Operating the Express Plus

6-1

6 Operating the Express Plus

Page

About This Section

6-5

Operating Summary

6-5

Operating the Express Plus

6-7

Preparing the Express Plus


Starting Up

6-11

Priming the System

6-13

Preparing the Worklist

6-14

Erasing a Stored Worklist

6-14

Reviewing Calibration Status

6-15

Scheduling Samples in the Worklist

6-16

Entering Patient Demographics

6-20

Modifying the Worklist

6-21

Printing the Worklist

6-22

Loading the Reagent Tray

6-23

Loading the Sample Tray

6-24

Verifying System Conditions

6-25

Verifying Reagent Loading

6-26

6-2

Operating the Express Plus

6 Operating the Express Plus (Continued)

Page

Assaying the Scheduled Samples


Starting the Run

6-29

Installing the Next Sample Tray(s)

6-30

Loading Stats or Single Samples During a Run

6-31

Reviewing Scheduled Samples

6-33

Automatically Rerunning and Diluting Samples

6-34

Manually Rerunning and Diluting Samples

6-36

Correcting Errors During a Run

6-37

Reviewing Run-time Results

6-39

Managing the Patient Results


Using the Patient Results Program

6-43

Reviewing Sample Results

6-43

Editing Sample Results

6-45

Printing Sample Results

6-47

Performing the End-of-Day Tasks


Shutting Down

6-51

Operating the Express Plus

6-3

6 Operating the Express Plus (Continued)


This section of the manual provides step-by-step procedures for
operating the Express Plus on a daily basis. Use this chart to find
the information that you need in this section.
If you want to . . .

Refer to . . .

review the Express Plus key functions

Operating the Express Plus

start up the system and prepare it for


daily operation

Tab:
Preparing the Express Plus
Starting Up

schedule your daily workload of


samples and tests in the Express Plus
worklist

Tab:
Preparing the Express Plus

load your samples and reagents on


the system in preparation for a
scheduled run

Tab:
Preparing the Express Plus

Preparing the Worklist

Loading the Sample Trays


Loading the Reagent Trays
Verifying System Conditions
Verifying Reagent Loading

assay your scheduled worklist of


samples and tests

Tab:
Assaying the Scheduled
Samples
Starting the Run
Loading the Next Sample
Tray(s)

assay a single sample or Stat sample


after starting a scheduled run

Tab:
Assaying the Scheduled
Samples
Loading Stats or Single
Samples During a Run

manually dilute and rerun a sample

Tab:
Assaying the Scheduled
Samples
Manually Rerunning and
Diluting Samples

review the results of assayed samples

Tab:
Assaying the Scheduled
Samples
Reviewing Run-time Results
(Continued on the next page)

6-4

Operating the Express Plus

6 Operating the Express Plus (Continued)


If you want to . . .

Refer to . . .

review or modify the patient results

Tab:
Managing the Patient Results
Reviewing Sample Results
Editing Sample Results

print collated patient reports

Tab:
Managing the Patient Results
Printing Sample Results

shut down the Express Plus at the


end of the day or shift

Tab:
Performing the End-of-Day
Tasks
Shutting Down

Operating the Express Plus

6-5

About This Section


This section explains how to operate your Express Plus on a daily
basis and presents the procedures in the order typically used,
beginning with the Starting Up procedure and ending with the
Shutting Down procedure.

Operating Summary
The following steps briefly describe the daily operating
procedures for your Express Plus. The procedures in this section
provide the details.
To . . .

Then . . .

1. Power up the system

place the power switch, located on the


right, side cover, to ON (I)

2. Prepare the system


for operation

at the Startup screen:


a. safely discard the waste water
b. fill the distilled water bottle
c. discard any used cuvettes from the
cuvette waste drawer, then install a
new cuvette waste bag
d. install clean cuvettes
e. moisten the humidifier ring
f. press ENTER

3. Prime the system

a. At the Main Menu, press


F7 Diagnostics/Maintenance.

b. Press F2 Manual Operations.


c. Press F1 Start-of-Day.
4. Erase the previous
worklist

a. At the Main Menu, press


F1 Worklist.
b. At the Worklist/Tests screen, press
F5 Erase Request, then press
F1 Erase Worklist.

5. Create a new worklist

a. At the Main Menu, press


F1 Worklist.
b. Schedule the tests for the required
sample cups.
(Continued on the next page)

6-6

Operating the Express Plus

Operating Summary (Continued)


To . . .

Then . . .

6. Print the worklist


(sample loadlist)

at the Main Menu, press F1 Worklist,


then press PRINT.

7. Assay your samples

load your samples and reagents, then


press START to begin the assays.

8. Type the patient


demographics while the
system assays the tests

a. At the Main Menu, press


F1 Worklist.
b. Press F8 Demographics.
c. Type the demographics for each
patient scheduled in the worklist.

9. Manually enter offsystem test results

a. At the Main Menu, press


F2 Patient Results.
b. Press F4 Edit Request to enter any
off-system test results.

10. Print patient reports

at the Main Menu, press F2 Patient


Results, then press PRINT.

11. Print Q.C. reports

a. At the Main Menu, press F4 Q.C.


Statistics.

b. Select a test, then press F1 Data,


F2 Levey-Jennings, or
F8 QCSystem.
c. At the Data or Levey-Jennings
screen, press PRINT, then press the
Print function key that describes
the report you want to print,
or
at the QCSystem screen, select a
pool number, then press PRINT.
12. Clean and shut down
the system

a. At the Main Menu, press


F7 Diagnostics/Maintenance.

b. Press F2 Manual Operations.


c. Press F2 End-of-Day.

Operating the Express Plus

6-7

Operating the Express Plus


The Express Plus has several fixed-function keys, shown in
Figure 6-1, that you use to operate the system (refer also to
Table 6-1). For more information about the Express Plus keys,
refer to Section 2, Understanding the Express Plus.
Table 6-1. Fixed-Function and Special Keys
Press . . .

To . . .

HELP

obtain the general screen help and a list of specific


help items that pertain to the current screen.

STATUS

obtain system status information for:


F1 System Status
F2 System Details
F3 Reagent Status

MAIN MENU

F4 Sample Status
F5 Pending Status
F6 Communications Status

go to the Main Menu to select a program:


F1
F2
F3
F4

Worklist
Patient Results
Calibration Data
Q.C. Statistics

F5
F6
F7
F8

Definitions
Options
Diagnostics/Maintenance
Load Alternate Program

PRINT SCRN

obtain a printout of the screen you are viewing.


When using the system printer to print a screen, the
print function can take up to five minutes to complete.
When using the external printer to
CAUTION
print a screen, verify that the external
printer is online before you press
PRINT SCRN; otherwise, you can lose
your data.

PRINT

obtain a printout of the data.

EXIT

instruct the system that your actions are completed


and to store the data.

CANCEL

instruct the system to cancel and not complete a


function.

SELECT

select a value, test, profile, or other field on a screen


(this is a toggle key; press once to select, press again to
remove the selection).

ENTER

instruct the system that the entry is completed and to


continue to another screen.

DELETE

delete one character at a time; use this key to delete


information on the screen or to correct typing
mistakes. This is the key with the backspace arrow.

CURSOR Keys

move the cursor to the required screen position (left,


right, up, or down), so you can select or type an entry.

Operating the Express Plus

6-9

Operating the Express Plus (Continued)


Table 6-2. System Key Functions
Press . . .
st rt

To . . .
start the testing sequence from the beginning, or
resume testing that you stopped or paused. When
you press START, the Express Plus:
primes the lines if you filled the distilled water
bottle
verifies the system operating temperatures
goes to the Warming Up or Running state
identifies the reagents on the reagent tray
waits for you to verify Reagent Loading

information, then starts the tests in the worklist


stop

stop the testing sequence. When you press STOP, the


Express Plus:
stops dispensing the samples and reagents
stops measuring reaction mixtures in the cuvettes
erases any test results that are not completed
stops system operations
waits for you to restart the tests in the worklist

p use

interrupt operations at the next available stopping


point. When you press PAUSE, the Express Plus:
stops dispensing new tests after completing the test
in progress, dispenses the reagents for multireagent tests, then stops all dispensing operations
continues measuring reaction mixtures that contain
samples
waits for you to press START to resume assaying
tests at the point of interruption
advance the paper through the system printer. Do
not press this key when the system is performing a
printing function; otherwise, spacing and/or format
errors can occur.

Operating the Express Plus

Operating the Express Plus

6-11

Starting Up
To start up your Express Plus at the beginning of the day or shift:
1. Power up the system:
If the Express Plus is . . .

Then . . .

powered OFF (O)

place the power switch ON (I).

powered ON (I)

go to step 2.

The system automatically performs the startup diagnostics.


The startup diagnostics verify correct operation of the system
hardware and software. If the system detects an error, it
stops operating at the end of the diagnostics and prints the
error on the system printer.
When the startup diagnostics are completed, the Express Plus
shows the Startup screen, shown in Figure 6-3.
Figure 6-3. Startup Screen

Startup

Express Plus Clinical Chemistry Analyzer


Copyright (c) 2000 by:
Bayer Corporation
Terrytown, NY 10591-5097 USA

If you removed
the waste water
bottle, install the
bottle, then press
<ENTER>.

Software Revision: x.xx


To prepare the system for operation:
1)
2)
3)
4)

Fill distilled water bottle


Discard waste water
Load clean cuvettes
Discard used cuvettes

System Clock: 31-MAR-1992

NOTE

12:31

You can only set the date and time at the


Startup screen if the cursor shows at the System
Clock: field. If the cursor does not show on the
Startup screen, go to the Options/System
Options screen to set the system clock.

Operating the Express Plus

6-13

Starting Up (Continued)
2. c. Verify that the waste bottle is empty, then install the
empty waste bottle in the system (refer to Figure 6-4).
d. Verify that there are no used cuvettes are in the cuvette
waste drawer. If there are used cuvettes in the waste
drawer, remove the biohazard liner and safely discard it,
then install a clean biohazard liner in the cuvette waste
drawer and install the drawer in the system (refer to
Figure 6-4).
e. Close the front panel.
f.

Verify that the teeth on the cuvette strips in the magazine


are aligned in the same direction, then install the cuvettes
strips in the cuvette feeder.

3. Press ENTER to go to the Main Menu.

Priming the System


After you prepare the system for operation, prime the system
tubing:
1. At the Main Menu screen, press F7 Diagnostics/Maintenance.
2. At the Diagnostics/Maintenance menu screen, press
F2 Manual Operations.
3. At the Diagnostics Maintenance/Manual Operations screen,
press ENTER.
4. Press F1 Start-of-Day.
The system primes and initializes the system components.
5. To go to the Main Menu, press EXIT twice.

6-14

Operating the Express Plus

Preparing the Worklist


The following procedures explain how to schedule your daily
worklist of blanks, calibrators, controls, and patient samples for
the required tests, enter demographics information for each
patient request in the worklist, and print the worklist. To use the
optional bar code wand and Test Scheduler to schedule the
worklist, refer to the Express Plus Positive Sample Identification
(PSID) System Addendum for complete instructions.
If the Express Plus is configured for communications and you
want to send a worklist to a Laboratory Information System (LIS)
or request a worklist from an LIS, refer to the Express
Communications Manual, for detailed instructions.

Erasing a Stored
Worklist

To erase a stored worklist and its associated results, before you


enter a new worklist for the day:
1. At the Main Menu, press F1 Worklist.
Do not erase requests or a worklist that contains
requests for which you have started printing
reports. Wait until printing completes before
you erase a request or a worklist; otherwise, you
can lose the data associated with those requests.

CAUTION

2. At the Worklist/Tests screen, press F5 Erase Request (refer to


Figure 6-5).
Figure 6-5. Worklist/Tests Screen (Example)

Worklist

Tray/Cup Number: A2

Tests

Sample Type: Blank

Press <SELECT>
to select the blank
indicated by
the cursor.

F1 Next
Request

Request Number: 2

Blanks:
Blank 1
Blank 6
Tests:
Alb
TBili
Creat
TRIG
ACP_T
TIBC

F2 Previous F3 Find
Request

Request

Blank 2
Blank 7
ALP
BUN
GGT
UA
ACP_P

Blank 3
Blank 8
ALT
Ca
Gluc_HK
HBD
Mg

F4 Insert
Request

Blank 4
Blank 9

Amy
Chlor
IPhos
HDL
Fe

F5 Erase
Request

Blank 5
Blank A

AST
Chol
LDH_L
CO2
ExFe

F6 Load
Sample

F7

DBili
CK
TP
ACP_NP
UIBC

F8

Operating the Express Plus

Erasing a Stored
Worklist
(Continued)

6-15

3. When the Erase function keys show on the screen, press


F1 Erase Worklist, then press Y (yes) in response to the
prompt that asks you to confirm the deletion.
The Express Plus erases the stored worklist.
4. Press MAIN MENU to return to the Main Menu screen.

Reviewing Calibration
Status

Before you schedule tests and samples in the worklist, you might
want to review the calibration status of the tests you require:
1. At the Main Menu, press F3 Calibration Data.
2. Review the calibration status of the tests you need to
schedule in the worklist:
If the status is . . .

Then . . .

CURRENT,
NORMALIZED, or
REBLANKED

press EXIT, then go to the next procedure.

any other status

select the required actions to take for the


curve, then go to the next procedure.
Refer to the Reviewing Calibration Status
procedure in the Section 7 tab, Defining
Calibrator Values/Calibrating Tests, for
instructions and calibration status
explanations.

6-16

Scheduling Samples
in the Worklist

Operating the Express Plus

This procedure explains how to schedule samples to run in


random access (each sample requires different tests or profiles)
or in batch (each sample requires the same test). To schedule
batch samples, you need the required number of unused requests
available, in sequence, in the worklist.
Schedule batch samples by typing a cup range. For example, if
you type:
A1/10 the system schedules the same tests for cups 1 through 10

on tray A
A1/90 the system schedules the same tests for cups 1 through 40

on trays A and B, and cups 1 through 10 on tray C


If you are using the Positive Sample Identification software
option on your system, refer to the addendum that accompanied
that software option for detailed instructions on using the handheld bar code wand and Test Scheduler to schedule samples in
the worklist.
If you are using communications on your system and you need to
upload or download a worklist, refer to the Express
Communications Manual, which accompanied your
Communications software option, for detailed instructions.
To schedule your samples to run in random access or batch:
1. At the Main Menu, press F1 Worklist.
2. To modify the current tray/cup number and request number,
or enter a cup range for batch samples:
Move the
cursor to . . . Then . . .
Tray/
Cup Number

press DELETE
to delete the
current number

And . . .
Random access testing:
type the sample tray identifier
(A through I), then type the cup
number (1 through 40).
Batch testing:
type the sample tray identifier
(A through I), the starting cup
number, a slash (/), then the total
number of samples for the batch.

Request
Number

press DELETE
to delete the
request number

type the request number to use


for the request, or type the
starting request number of the
batch.

Operating the Express Plus

Scheduling Samples
in the Worklist
(Continued)

6-17

3. Move the cursor to the Sample Type field, then press SELECT
to select the sample type for the current request.
If you select Blank, Control, or Patient, go to step 5.
If you select Calibrator, take the required actions:
If you want to . . .

And . . .

Then . . .

schedule testspecific calibrators

calibrate the test

go to step 4.

schedule a multicalibrator

calibrate the
curve

go to step 5 and
schedule the multicalibrator.

reblank a

go to step 5 to schedule
the blank (zero
calibrator) .

stored, blanked
linear curve

NOTE

You can move the cursor to the tests that you


want to reblank and press SELECT, if required.

4. To schedule a test-specific calibrator request:


a. Move the cursor to the required test, then press SELECT.
b. Press F7 Schedule Calibs., then:
If . . .

And . . .

Then . . .

the test does not


use a nonlinear
curve type or a
blanked linear
curve type

the calibrator
concentrations are
defined for the test

the Express Plus


automatically schedules
the calibrators for a full
calibration.

the test uses a


nonlinear curve
type

the calibrator
concentrations are
defined for the
test, and you
selected the
normalizers to use
to normalize the
test

Go to step 6.
the Express Plus waits
for you to select the
calibration you need:
1. Press F1 Calibrate to
schedule a full
calibration or,
press F2 Normalize
to normalize the
stored curve.
2. Go to step 6.

the test uses a


nonlinear curve
type

the calibrator
concentrations are
defined for the
test, but you did
not select
normalizers to use
for the test

the Express Plus


automatically schedules
the calibrators for a full
calibration.
Go to step 6.

(Continued on the next page)

6-18

Scheduling Samples
in the Worklist

Operating the Express Plus

4.

(Continued)
If . . .

And . . .

Then . . .

the test uses a


blanked linear
curve type

the calibrator
concentrations are
defined for the test

1. Press F1 Calibrate to
schedule a full
calibration, or press
F2 Reblank to reblank
the stored curve.

(Continued)

2. Go to step 6.
calibrator
concentrations
are not defined
for the test

the system shows a


message stating
that you cannot
schedule the
calibrator because
concentrations are
not defined

1. Press
F8 Concentrations.

2. Type the calibrator


concentration for the
test at the ?.
3. Press F8 Tests.
4. Go to step 6.

5. Move the cursor off the Sample Type field to show the
blanks, calibrators, controls, or profiles and tests, then take
the required actions to schedule the worklist request for the
selected sample type:
If the Sample
Type is . . .

Move the
cursor to . . .

Blank

the defined blank


to schedule for the
request

press SELECT; the


system highlights the
defined tests that use the
blank.

Calibrator

the defined
calibrator to
schedule for the
request

press SELECT; the


system highlights the
defined tests that use the
calibrator.

Control

the defined control


to schedule for the
request

press SELECT; the


system highlights the
defined tests that use the
control.

Patient

1. the Patient
Name field

type the patients name.

2. the defined
profiles and/or
tests to schedule
for the patient
request

press SELECT or type


the required profile or
test name; the system
highlights the selected
profiles and/or tests.

(multi-calibrator)

And . . .

Operating the Express Plus

Scheduling Samples
in the Worklist
(Continued)

6-19

6. Press F4 Insert Request, then repeat steps 2 through 5 to


schedule the required samples and tests for the worklist.
The system stores each request in the worklist as you
complete it.
7. Press EXIT to store the last request in the worklist and go to
the Main Menu.
8. Complete the required task:
To . . .

Refer to this procedure . . .

enter patient demographics

Entering Patient Demographics

make changes to the worklist

Modifying the Worklist

print a copy of the worklist

Printing the Worklist

load the sample tray with the


scheduled samples

Loading the Sample Trays

6-20

Entering Patient
Demographics

Operating the Express Plus

You can enter patient demographics while the system assays the
samples. To type the demographics for each patient request in
the worklist:
1. At the Worklist/Tests screen, press F8 Demographics.
2. At the Worklist/Demographics screen, type the patient
demographic information:
Move the
cursor to . . .

Then type . . .

Patient Name

the patients name (up to 12 characters)

Patient ID

the patients identification number, such as


Social Security number or hospital
identification number (up to 12 characters)

Age

the patients age or date of birth (up to 8


characters)

Sex

the patients sex (up to 8 characters)

Comments

any required comments (up to five lines of 40


characters)

3. Press F1 Next Request, then repeat step 2 for each patient


request.
4. When all the required demographics are entered, press
F8 Tests to go to the Worklist/Test screen again.
5. Complete the required task:
To . . .

Refer to this procedure . . .

make changes to the worklist

Modifying the Worklist

print a copy of the worklist

Printing the Worklist

load the sample tray with the


scheduled samples

Loading the Sample Trays

Operating the Express Plus

Modifying the Worklist

6-21

If you need to change the information in a worklist, you can use


this procedure to help you select the required task:
1. At the Worklist/Tests screen, press F1 Worklist, then complete
the required task:
To . . .

Press . . .

go to the next request in the worklist to view the


scheduled information, or to schedule a sample
for that request

F1 Next

go to the previous request in the worklist to view


the scheduled information, or to schedule a
sample for that request

F2 Previous

find the request you want to modify;


these Find functions keys show on the screen:
F1 Request Number to find a request by number
F2 Cup Number
to find a request by cup
F3 Patient Name
to find a request by name
F4 Patient ID
to find a request by ID
F5 First Request
to find the first request
F6 Last Request
to find the last request
F7 Repeat
to repeat the last Find

F3 Find

add a sample to the worklist using the next


available cup number and request number

F4 Insert

erase a request;
these Erase function keys show on the screen:
F1 Erase Worklist
to erase the stored worklist
F2 Erase Request
to erase selected request(s)
F3 Patient Name
to erase by name
F4 Patient ID
to erase by ID

F5 Erase

load a Stat or single sample while the system is


assaying samples or idle

F6 Load

Request

Request

Request

Request

Request

Sample

2. Press EXIT to store the modified worklist and go to the Main


Menu.
3. Complete the required task:
To . . .

Refer to this procedure . . .

enter patient demographics

Entering Patient Demographics

print a copy of the worklist

Printing the Worklist

load the sample tray with the


scheduled samples

Loading the Sample Trays

6-22

Printing the Worklist

Operating the Express Plus

The scheduled worklist prints on the system printer or the


external printer, depending on the settings that you selected at
the Options/Printing Options screen.
The printed worklist, or sample loadlist, contains the sample cup
number, request number, sample type, patient name, and patient
ID number for all pending samples.
The sample loadlist prints only the samples that are not
completely assayed; completed samples do not print. You can
print the sample loadlist at any time to view the samples that still
have pending tests.
NOTE

If you modify the worklist or insert a request


after you begin printing the worklist, the
printout may not include all of the
modifications.

The following procedure explains how to print the worklist


(sample loadlist):
1. At the Worklist/Tests screen, press PRINT.
The system stores the current request on the hard disk drive,
then prints the worklist (sample loadlist). Refer to Figure 6-6
for an example of a printed sample loadlist.
2. Press EXIT to go to the Main Menu.
3. Go to the Loading the Reagent Tray procedure.
Figure 6-6. Sample Loadlist (Example)
Sample Loadlist
05-MAR-1992

13:28

Cup

Request

Sample Type

Patient Name

Patient ID

B14
B15
B18
B38
C1
C2
C5
C6
C7

112233
112256
968245
747220
222994
223344
234567
234568
234569

Patient
Patient
Control
Calibrator
Patient
Blank
Patient
Patient
Patient

Donna J. Burrer
Sally Brown
Control 3
Calib 1
Jeri Scheer
Blank 1
Nancy Swiz
Rose Freeman
Scott Mathis

123-45-6789
736-45-9876

250-91-6449
248-50-4199
249-51-2121
234-13-3939

6-24

Operating the Express Plus

Loading the Sample Tray


You can use the 40-position sample integrity tray or the 20position primary sample tube tray to load samples on the Express
Plus. Refer to the product insert that accompanies each reagent,
calibrator, or control for pertinent sample information.
If you are using the Positive Sample Identification software
option on your system, refer to the addendum that accompanied
the software option for sample loading instructions for the
primary sample tube tray.
BIOHAZARD

NOTE

For recommended precautions about working


with biohazardous materials, refer to
Appendix B, Safety Summary.
Each sample that you load on the sample tray
must have a request in the worklist. If a sample
does not have a scheduled request, the Express
Plus will not assay that sample.
Leave some empty cup positions on the sample
tray if you anticipate loading samples after you
start the run.

Load the sample cups into the scheduled sample tray positions:
1. Remove the 40-position sample tray cover.
2. Dispense the required volume of samples into sample cups.
NOTE

Do not fill the sample cups above the fill line


marked on the cups.

3. Use the sample loadlist to load each sample into the correct
cup position on the required sample tray.
4. Install the tray of samples on the transport.
5. Remove the humidifier ring from the tray cover, as shown in
Figure 6-8.
6. Moisten the blue felt with a laboratory wash bottle containing
deionized water.
7.

Install the humidifier ring onto the tray cover.


If the felt ring leaves visible water droplets on the tray cover,
it is too wet. Lightly blot excess moisture from the felt.

8.

Install the tray cover on the tray.

9.

Go to the Verifying System Conditions procedure.

6-26

Operating the Express Plus

Verifying Reagent Loading


After you verify that the supplies are replenished and the system
is ready for the run, verify that the reagent loading is correct:
1. Press START.
The system:

primes the tubing, if you removed and filled the distilled


water bottle.

rotates the reagent tray and reads the bar codes on the
reagent bottle labels to identify the reagents that are
loaded and the positions on the reagent tray.

shows the Reagent Loading screen (refer to Figure 6-9).


NOTE

If you define a reagent as a wash fluid at the


Definitions/Tests/Assay Order screen, and it is
only defined for one test, the system shows that
test name and test calibration on the Reagent
Loading screen.

2. Review the Reagent Loading information, as shown in


Figure 6-9.
Figure 6-9. Reagent Loading Screen (Example)
Calibration status of the test. You
can press F3 Waive to waive an
EXPIRED calibration
Sample tray installed on the system
Reagent Loading

Bar codes of the reagents loaded


on the reagent tray

Review data and


modify if required.

* indicates multipleReagent is used as a reagent and a


wash fluid for this test

Sequence number in the reagent


dispense cycle (first, second, etc.)

Wash fluid loaded in this tray


position
Type of bottle used by the reagent

Reagent Reagent
Position Bar Code Test

Position of the reagent on the tray

Reagents that are used for more


than one test

Sample Tray In Use:

reagent use.

Press <ENTER> to
continue.

F1

F2

1
2
3
4
5
6
7
8
9
10
11
12
13
F3 Waive

AB1A
ABC1
AP1B
CH1B
CR1A
TG1B
CA1A
GL1A
CB1A
AC2B
BU1A
NA1B
WS1A
F4

Reagent
Number Calibration

Bottle
Type

Plastic
Plastic
Diluent
CURRENT
Glass
ALP
Chol
1
CURRENT
Plastic
IN PROCESS Plastic
Creat
1
Trig
1
EXPIRED
Plastic
Plastic
*
*
Gluc_HK 1
REBLANKED Glass
INVALID
Special
Carb
2
Plastic
*
*
SCHEDULED Plastic
BUN
1
NAPA
2
NORMALIZED Glass
Wash Fluid
Plastic
*

Alb

F5

F6

EXPIRED

F7

F8 More

Operating the Express Plus

6-27

Verifying Reagent Loading (Continued)


3. Modify any required reagent loading information at the
Reagent Loading screen:
To . . .

Then . . .

use an EXPIRED curve to


calibrate a test

1. Move the cursor to the


Calibration field for the test
that has the EXPIRED
calibration.
2. Press F3 Waive. The
calibration status changes to
WAIVED until the test is
assayed, then the status
changes to EXPIRED again.

modify the bottle type

go to Definitions/Tests/Reagents
screen to modify the bottle type.

modify the reagent number


(Reagent Number shows only
an asterisk (*) if the reagent
is used for multiple tests, or
is used as both a reagent
and a wash fluid)

go to Definitions/Tests/Reagents
screen to modify dispensing
sequence, or to Definitions/Tests/
Assay Order screen to modify
reagents used as wash fluids.

correct the reagent tray


position for a reagent

1. Remove the reagent tray cover,


then move the reagent bottle
to the required tray position.
2. Install the reagent tray cover.
3. Press START.
4. The system reads the bar code
labels; verify the reagent
loading information again.

modify the reagent bar


code

Move the cursor to the Reagent


Bar Code field for the reagent,
then type the correct bar code as
printed on the reagent bottle label.

modify the sample tray

Move the cursor to the Sample


Tray In Use field, then type the
correct sample tray identifier (A
through I).

modify the test that uses


the reagent (Test shows only
an asterisk (*) if the reagent
is used for multiple tests)

go to the Definitions/Tests/
Reagents screen to modify
test/reagent combinations.

view the reagent loading


for the remaining reagents

press F8 More.

continue the run

go to the Starting the Run


procedure.

Operating the Express Plus

Operating the Express Plus

6-29

Starting the Run


After the Express Plus scans the reagents, it verifies that the
system components are at the required operating temperatures,
then the system processes the stored worklist in this order:
1. blanks and calibrators, and automatic reruns of those blanks
and calibrators
2. Stat samples and automatic reruns of Stat samples
3. routine controls and patient samples, and automatic reruns of
those controls and patient samples
NOTE

If you set the printing options for the run-time


reports to ON, the results for blanks, calibrators,
controls, and patients print on the system or
external printer during the run.
You cannot schedule blanks or calibrators while
the system is running samples. You can,
however, schedule a rerun of a calibrator that
was previously scheduled in the worklist.

After you load your sample trays and reagent trays, use this
procedure to start the run of samples scheduled in the worklist:
1. At the Reagent Loading screen, press ENTER to start the run
for the first sample tray.
2. These tasks can take place while the system assays samples:
To . . .

Refer to this procedure . . .

enter patient demographics

Entering Patient Demographics

modify the worklist

Modifying the Worklist

load and assay a Stat or a


single sample

Loading Stats or Single Samples


During a Run

review the status of the


scheduled samples

Reviewing Scheduled Samples

schedule a manual rerun


for a sample

Manually Rerunning and Diluting


Samples

correct an operating or
Status error

Correcting Errors During a Run

review run-time results

Reviewing Run-time Results

review or print Q.C. results

Section 7, Defining Control


Values/Managing Q.C. Data

review, edit, or print patient


results

Using the Patient Results Program

6-30

Operating the Express Plus

Installing the Next Sample Tray(s)


After the system completes your first sample tray of scheduled
samples, use this procedure to install the next required sample
tray on the system:
1. When the installed sample tray completes, the Express Plus
beeps five times. Install the next sample tray of scheduled
samples and install the sample tray cover.
2. If required, load any additional or different reagents, then
install the reagent tray and reagent tray cover.
NOTE

If you do not remove the reagent tray cover to


load new reagents, the reagent bar code scanner
will not read the reagent bottle bar code labels
again when you start the system. If you do
remove the reagent tray cover, the system reads
the bar code labels and shows the new Reagent
Loading screen.

3. Press START.
If you removed the reagent tray cover in step 2, the system
scans the reagent bar code labels, then shows the next
Reagent Loading screen.
Verify the reagent loading information, if required, then press
ENTER (refer to the Verifying Reagent Loading procedure).
4. Type the tray identifier for the sample tray that you loaded
on the system in step 1.
5. Repeat steps 1 through 4 for each sample tray of scheduled
samples that you need to run to complete the worklist.

Operating the Express Plus

6-31

Loading Stats or Single Samples During a Run


To load a Stat or a single sample after starting a run with the 40position Sample Integrity tray installed on the system:
1. At the Main Menu, press F1 Worklist.
2. Locate the next available position by pressing F4 Insert
Request.
3.

If the sample is a Stat, move the cursor to the Stat? field,


then press SELECT to select Yes. If the sample is a routine
sample, leave the Stat? field set to No.

4.

Move the cursor to the required profile or test for the


sample, then press SELECT.

5.

At the Worklist/Tests screen, press F6 Load Sample. Refer to


Figure 6-10.

6.

The system rotates the sample tray to the required position


then beeps once.

Figure 6-10. Worklist/Tests Screen (Example)

Worklist
Tests

Tray/Cup Number: A25

Request Number: 30

Sample Type: Patient

Stat? Yes

Patient Name: Judith Recknagel


Profiles:
Cardiac

Press <SELECT>
to select the blank
indicated by
the cursor.

F1 Next

F2 Previous F3 Find

Request

7.

Tests:
Alb
TBili
Creat
TRIG
ACP_T
TIBC

Request

Request

Liver
ALP
BUN
GGT
UA
ACP_P

Lytes
ALT
Ca
Gluc_HK
HBD
Mg

F4 Insert
Request

Routine
Amy
Chlor
IPhos
HDL
Fe

F5 Erase
Request

AST
Chol
LDH_L
CO2
ExFe

F6 Load

DBili
CK
TP
ACP_NP
UIBC

F7

Sample

Open the Stat cover to load the sample; do not remove the
sample tray or tray cover from the system to load the sample.
NOTE

If you removed the sample tray or tray cover


from the system to load the sample, verify the
reagent loading information.

F8

6-32

Operating the Express Plus

Loading Stats or Single Samples During a Run (Continued)


8. Load the Stat or single sample into the scheduled cup
position on the installed Sample Integrity tray.
9. Close the Stat cover.

Operating the Express Plus

6-33

Reviewing Scheduled Samples


At the System Status/Pending Status screen, you can view the
status of the sample trays that contain your scheduled samples.
You can also review the status of the scheduled tests.
To view the System Status/Pending Status screen:
1. From any screen, press STATUS.
The system shows the System Status screen.
2. At the System Status screen, press F5 Pending Status.
The System Status/Pending Status screen highlights any
pending tests and highlights the sample trays that contain
samples that are scheduled but not yet assayed (refer to
Figure 6-11).
Figure 6-11. System Status/Pending Status Screen (Example)

System Status
Pending Status

Press required
function key for
further status
information, or
press <EXIT> to
exit Status.

Currently Dispensing:
Tray/Cup Number: A10
Operation: Initial dispense
Pending Tests:
Creat
Alb
DBili
TBili
CK
GGT
Trig
UA
ACP_T
ACP_P
TIBC

Pending Sample Trays:


A
B
C
G
H
I

F1 System F2 System F3 Reagent F4 Sample


Status

Details

ALP
BUN
Gluc_HK
HDL
Mg

Status

Status

F5

Test Name: Glucose

ALT
Ca
IPhos
HBD
Fe

Amy
Chlor
LDH_L
CO2
ExFe

F6 Communi-

AST
Chol
TP
ACP_NP
UIBC

F7

cations

3. Press EXIT to return to the screen where you started (step 1).

F8

6-34

Operating the Express Plus

Automatically Rerunning and Diluting Samples


The Express Plus automatically reruns samples if the test results
show an error flag. The system does not verify a result against
the high and low normal limits except when it prints the result;
therefore, the system will not rerun a sample if it exceeds the
high or low normal limits.
Depending on the sample error flag, some samples are
automatically diluted before the system reruns them. The system
reruns tests with sample volumes that are 5 L or less, but it will
not dilute those samples. Also, if the sample volume is greater
than 5 L with a dilution ratio of 1, the system does not dilute
the sample.
When the Express Plus determines that a sample requires an
automatic rerun (or dilution and rerun), it schedules that sample
immediately for the required test. The system completes the
sample being dispensed before it reruns any scheduled samples.
Table 6-3 is a summary of when the system automatically reruns
a sample:
Table 6-3. Automatic Reruns
This sample . . .

Is rerun if . . .

And is rerun . . .

patients and
controls

the rate, response, or


result was flagged for
any reason (only if it
was not rerun before)

once

diluted reruns for


patients and
controls

the Over flag was set

once if the following


conditions exist:
it has not been
rerun before
it is not a
qualitative test
the dilution ratio
is >1

the High conc.

linearity flag was set


the High abs flag was

set and the factor is


positive
the Low abs was set
and the factor is
negative
blanks and
calibrators

a blank or calibrator was


flagged for any reason

until twice the


number of scheduled
replicates are run

Operating the Express Plus

6-35

Automatically Rerunning and Diluting Samples (Continued)


Table 6-4 is a summary of automatic dilution and rerun
information:
Table 6-4. Automatic Dilution and Rerun
If a sample has this error flag . . .

Dilution?

Control out

No

High absorbance limit exceeded. (negative factor)

No

High absorbance limit exceeded. (positive factor)

Yes

High blank limit exceeded.

No

High Concentration.

Yes

Low absorbance limit exceeded. (negative factor)

Yes

Low absorbance limit exceeded. (positive factor)

No

Low blank limit exceeded.

No

Noise limit exceeded.

No

Nonlinearity limit exceeded.

No

Outlier

No

Over

Yes

Primary wavelength abs is high.

No

Primary wavelength abs is low.

No

Secondary wavelength abs is high.

No

Secondary wavelength abs is low.

No

Under

No

6-36

Operating the Express Plus

Manually Diluting and Rerunning Samples


If a rerun sample is flagged invalid after the automatic rerun, you
can assay the test and sample again while the system is running.
If you manually rerun a sample that has a flagged result from an
automatic diluted rerun, the system automatically dilutes the
sample again when you rerun it. You can also manually dilute a
sample, then rerun it, if required.
Use this procedure to load and run a sample that requires
manual dilution and manual rerun:
1.
2.

At the Main Menu, press F1 Worklist.


Locate the next available position by pressing F4 Insert
Request.

3.

If the sample is a Stat, move the cursor to the Stat? field,


then press SELECT to select Yes. If the sample is a routine
sample, leave the Stat? field set to No.

4.

Move the cursor to the required profile or tests for the


sample, then press SELECT.

5.

At the Worklist/Tests screen, press F6 Load Sample.

6.

The system rotates the sample tray to the required position


then beeps once.

7.

Open the Stat cover on the tray cover to load the sample; do
not remove the cover or tray from the system.
NOTE

If you removed the sample tray or tray cover


from the system to load the sample, verify the
reagent loading information.

8.

Load the stat or single sample into the scheduled cup


position on the installed sample tray.

9.

Close the Stat cover.

Operating the Express Plus

6-37

Correcting Errors During a Run


If the system encounters an error, it shows a message in the
Status zone (Error detected Press Status). Refer to Section 8,
Using the HELP and STATUS Programs, and to Section 10,
Troubleshooting the Express Plus, for detailed information about
correcting status or error messages. If an error occurs at any time
during testing, use this procedure to correct the error:
1.

If Error detected Press Status shows in the Status zone


during a run, press STATUS.

2. At the System Status screen, the most-recently detected error


shows at either the System Status, Reagent Status, Sample
Status, or Communications Status field (refer to
Figure 6-12).
The error that shows on the Sample Status
screen is the most-recently detected error for a
sample, while the flag that can show for the
same sample on the Patient Results screen is the
highest priority flag that occurred for that
sample.

NOTE

3. If you require a further explanation of the error at the System


Status screen, press the required function key:
F2 System Details, F3 Reagent Status, F4 Sample Status, or
F6 Communications.
For example, if you get an error that shows next to System
Status on the System Status screen, press F2 System Details to
obtain more information about that status error (refer to
Figure 6-13).
Figure 6-12. System Status Screen (Example)
15-MAR-1992
11:45
System Status

Status:
Cuvettes Used: 20
Standby
Maximum: 195
Currently Dispensing:
Tray/Cup Number: A10
Operation: Initial dispense

Error detected
Press Status
Test Name: Glucose

System Temperature: 37C Stable


Errors Detected:
System Status:
Press required
function key for
further status
information, or
press <EXIT> to
exit Status.
Errors shown are
the most recently
detected errors.
F1

Distilled water empty


Reagent Status:
Control out
Sample Status:
Noise
Pending Status:
Tests/Trays pending

F2 System F3 Reagent F4 Sample F5 Pending F6 CommuniDetails

Status

Status

Status

cations

F7

F8

6-38

Operating the Express Plus

Correcting Errors During a Run (Continued)


Figure 6-13. System Status/System Details Screen (Example)
15-MAR-1992
11:45
System Status
System Details

Press required
function key for
further status
information, or
press <EXIT> to
exit Status.
Errors shown are
the most recently
detected errors.
F1 System F2
Status

Status:
Cuvettes Used: 20
Error detected
Standby
Maximum: 195
Press Status
System Status: Distilled water empty
Cuvette Waste Drawer: Closed
Water Bath: OK
Cuvettes in Feeder: 170
Waste Water: OK
Reagent Cover: Installed
Wash Water: LOW
Sample Cover: Sample cup cover installed
C

Subsystems
Track: OK
Probe: OK
Valve: OK
Diluter: OK
Wash Pump: OK
Waste Pump: OK
Sample Transport: OK
Reagent Transport: OK
Photometer: OK
Lamp: Standby
Track: Ready
Water Bath: Ready
Cuvette Shuttle: Standby
F3 Reagent F4 Sample
Status

Status

Inner Track: Equil.


Outer Tack: Equil.
Preheater: Equil.
Bath: Equil.
Probe: Equil.

F5 Pending F6 CommuniStatus

F7

cations

4. Correct the error (use Section 10, Troubleshooting the


Express Plus, to locate the meaning of the error or message
and the corrective actions for the error).
5. Press EXIT to return to the screen where you started (step 1).
6. If required, press START to resume testing.
If the error occurs again after testing resumes, repeat this
procedure to correct the error.

F8

Operating the Express Plus

6-39

Reviewing Run-time Results


You have several ways to view test results on the Express Plus.
You can:
read the printed run-time reports during testing for blanks,

calibrators, controls, and patient samples


use the Patient Results program to view, modify, and enter

patient and control results, then print collated patient reports


The run-time reports automatically print during the run if you set
the run-time reports options at the Options/Printing Options
screen to ON.
If you set Send Run-Time Reports to default printer to OFF, the runtime reports will print on the system printer.
If you set Send Run-Time Reports to default printer to ON, the runtime reports will print on the default printer, which can be either
the system, approved DEC or approved IBM Proprintercompatible printer.
Responses are reported on the run-time report as:

absorbance (A) for endpoints

absorbance (dA) for two-point tests

absorbance over time (dA/T) for rates

Table 6-5 explains the flags that can show on the run-time reports
for patient results (some of the same flags can also print for
calibrators, controls, and blanks).

6-40

Operating the Express Plus

Reviewing Run-time Results (Continued)


Figure 6-14 is an example of a run-time report for patient results.
Figure 6-14. Run-Time Report for Routine Samples (Example)

Result

Cup Number:
Patient Name:
Gluc_HK
Result:

25-Mar-1992
10:30
A3
Request Number 23
Maggie Brown
A, dA, dA/T:
0.8326
87.1

Cup Number:
Patient Name:
Gluc_HK
Result:

25-Mar-1992
10:31
A4
Request Number 24
Norma Schmidt
A, dA, dA/T:
0.3393
120.4 HIGH

Flag

Response

Refer to Section 5, Setting Up the Express Plus, for more


information on setting run-time report printing options.
Refer to Section 7, Using the Calibration Data and Q.C. Statistics
Programs, for calibration-specific and control-specific flags, and
examples of run-time reports for calibrators and controls.

Operating the Express Plus

6-41

Reviewing Run-time Results (Continued)


Table 6-5. Run-Time Report Flags for Routine Samples
This Flag . . .

Means . . .

Diluted Rerun

the sample was diluted and rerun (this is not an


error flag).

HIGH

the concentration of the sample is above the


High Normal limit. This is not an error.

High absorbance
limit exceeded.

the sample absorbance is above the defined


absorbance limit. Invalid also prints next to the
result.

High blank limit


exceeded.

the average of the high blank absorbances


exceeded the High Blank A Limit. Invalid also
prints next to the result.

High
Concentration.

the result is above the linearity limit defined for


the test. Invalid also prints next to the result.

Invalid

the sample result was flagged.

LOW

the concentration of the sample is below the Low


Normal limit (this is not an error flag).

Low absorbance
limit exceeded.

the sample absorbance is below the defined


absorbance limit. Invalid also prints next to the
result.

Low blank limit


exceeded.

the average of the low blank absorbances is lower


than the Low Blank A Limit. Invalid also prints
next to the result.

Noise limit
exceeded.

that the sample noise value is above the noise


limit. Invalid also prints next to the result.

Nonlinearity limit
exceeded.

that the result is above the nonlinearity limit


defined for the system. Invalid also prints next
to the result.

Outlier

two or more points were deleted because they


are outside of the line (curve for kinetic test
type) for the selected test type. Invalid also
prints next to the result.

Over

the sample concentration is higher than the


concentration of the highest calibrator (for
nonlinear curve types only).

Primary
wavelength
abs. is high.

one or more data points at the primary


wavelength is higher than the system internal
high absorbance limit. Invalid also prints next to
the result.
(Continued on the next page)

6-42

Operating the Express Plus

Reviewing Run-time Results (Continued)


Table 6-5. Run-Time Report Flags for Routine Samples (Continued)
This Flag . . .

Means . . .

Primary
wavelength
abs. is low.

one or more data points at the primary wavelength is


lower than the system internal low absorbance limit.
Invalid also prints next to the result.

Rerun

that the sample was rerun, either automatically by


the system, or as requested by you.

Secondary
wavelength
abs. is high.

one or more data points at the secondary wavelength


is higher than the system internal high absorbance
limit. Invalid also prints next to the result.

Secondary
wavelength
abs. is low.

one or more data points at the secondary wavelength


is lower than the system internal low absorbance
limit. Invalid also prints next to the result.

Under

the sample concentration is lower than the lowest


nonzero calibrator used for the curve (for nonlinear
curve types only).

Operating the Express Plus

6-43

Using the Patient Results Program


At the Patient Results program, you can:
view the results for completed patient and control requests
go to the Worklist/Tests screen for a patient or control request
modify the results for a test, or manually enter a result for an

off-system test
print the collated patient reports

The following procedures explain how to use the Patient Results


program to manage your patient and control results.

Reviewing Sample
Results

To use the Patients Results program to view your sample results


(refer to Figure 6-15):
1. Go to the Patient Results screen:
If you are at the . . .

Press . . .

Then . . .

Main Menu

F2 Patient

the system shows the results


screen for the first request in
the worklist.

Results

Worklist/Tests screen

F7 Results

the system shows the results


screen for the current
request.

Figure 6-15. Patient Results Screen (Example)

Patient Results

Tray/Cup Number: A14

Request Number: 27

Sample Type: Patient


Patient Name: Daniel Claire

Review data and


modify if required.

F1 Next
Request

Result
Test
Alb
ALT
35.9
AST
TBili
1.2
Ca
Chol
115.2
Creat
3.5
Gluc_HK 85.25
LDH_L
Trig
HBD
CO2

F2 Previous F3 Find
Request

Request

Flag

Test
Result
ALP
Amy
DBili
BUN
8.7
Chlor
CK
55.9
GGT
IPhos
TP
UA
HDL
ACP_NP

High
Low
Dil. rerun

F4 Edit
Request

F5

F6

Flag

Nonlinear

F7 Worklist F8 More

6-44

Reviewing Sample
Results

Operating the Express Plus

2. At the Patient Results screen, select the function required to


find the request for a patient or control sample:

(Continued)
To . . .

Press . . .

find the request with the next scheduled cup


number

F1 Next

find the request with the next lower cup


number

F2 Previous

find the request you want by searching for


certain search criterion

F3 Find

Request

Request

Request

When these Find functions keys show on the


screen, press the key that corresponds to what you
want to find:
F1 Request Number type the request number
F2 Cup Number
type the cup number
F3 Patient Name
type the patients name
F4 Patient ID
type the ID number
F5 First Request
find the first request
F6 Last Request
find the last request

ENTER
ENTER
ENTER
ENTER
ENTER
ENTER

review the Worklist/Tests screen for a request

F7 Worklist

show the remaining results on the screen

F8 More

3. Review the sample results that show on the screen, then


repeat step 2 to find another request, if required.
4. Complete the required task:
To . . .

Then . . .

edit sample results for a


selected request

go to the next procedure, Editing


Sample Results

print collated patient


reports

go to the Printing Sample Results


procedure

end your review of the


sample results

press EXIT to go to the Main


Menu

If you are using the Communications software option on your


system to send results to a Laboratory Information System
(LIS), refer to your Express Communications Manual for
instructions. Refer also to Appendix F, LIS
Communications, for general LIS communications
information.

Operating the Express Plus

Editing Sample Results

6-45

To use the Patients Results program to edit sample results or to


manually enter results for off-system tests (refer to Figure 6-15):
1. Go to the Patient Results screen:
If you are at the . . .

Press . . .

Then . . .

Main Menu

F2 Patient

the system shows the results


screen for the first request in
the worklist.

Results

Worklist/Tests screen

F7 Results

the system shows the results


screen for the current
request.

2. At the Patient Results screen, select the function required to


find the request for a patient or control sample:
To . . .

Press . . .

find the request with the next scheduled cup


number

F1 Next

find the request with the next lower cup


number

F2 Previous

find the request you want by searching for


certain search criterion

F3 Find

Request

Request

Request

When these Find functions keys show on the


screen, press the key that corresponds to what
you want to find:
F1 Request Number type the request number
F2 Cup Number
type the cup number
F3 Patient Name
type the patients name
F4 Patient ID
type the ID number
F5 First Request
find the first request
F6 Last Request
find the last request

ENTER
ENTER
ENTER
ENTER
ENTER
ENTER

review the Worklist/Tests screen for a request

F7 Worklist

show the remaining results on the screen

F8 More

6-46

Editing Sample Results


(Continued)

Operating the Express Plus

3. Edit the required result:


a. Press F4 Edit Request to obtain a cursor on the screen.
b. Move the cursor to the result or to the empty Result field
for an off-system test result.
If all the results do not show on the screen, press F8 More
to show the remaining results.
c. Press DELETE to erase the result, if any, then type the new
result.
NOTE

If the test is qualitative, press SELECT to select


POS, NEG, or blank as the new result.
If you edit a control result, that result does not
go into the Q.C. database.

4. Repeat steps 2 and 3 to edit results for another request or


enter off-system test results for another request, if required.
5. Complete the required task:
To . . .

Then . . .

print collated patient reports

go to the next procedure, Printing


Sample Results

review results for patients or


controls

go to the Reviewing Sample


Results procedure

go to the Main Menu

press EXIT

Operating the Express Plus

Printing Sample Results

6-47

To use the Patients Results program to print collated patient


reports of sample results or manually enter results for off-system
tests.
Figure 6-16 is an example of a collated patient report. Any
sample that has an error flag associated with it, prints as
PENDING on the collated report.
1. Go to the Patient Results screen (refer to Figure 6-15):
If you are at the . . .

Press . . .

Then . . .

Main Menu

F2 Patient

the system shows the results


screen for the first request in
the worklist.

Results

Worklist/Tests screen

CAUTION

F7 Results

the system shows the results


screen for the current
request.

Do not press F5 Erase Request/F1 Erase Worklist


functions at the Worklist/Tests screen before the
system completes printing collated reports for
requests in that worklist; otherwise you can lose
the data. Wait until printing completes before
erasing the worklist or requests for which you
are printing results.
If you use an external printer to print reports or
screens, verify that the printer is online before
you request the report or screen copy;
otherwise, you can lose some of your data.

NOTE

If you use the PRINT SCRN key to print the


Patient Results screens on the system printer,
the printing function can take up to five minutes
to complete.

6-48

Printing Sample Results

Operating the Express Plus

2. Press PRINT, then select the collated report to print:

(Continued)
To . . .

Press . . .

Then . . .

print a report for the


request shown on the
screen

F1 Current

the system prints the


report.

print a report for all


the requests with a
specified patients
name

F2 Patient

print a report for all


the requests with a
specified patients ID
number

F3 Patient

print reports for the


cup numbers you
specify

F4 Cup

print reports for all


the requests in the
worklist

F8 All

Request

Name

ID

Range

Requests

type the name, then press


ENTER; the system prints
the report.

type the ID, then press


ENTER; the system prints
the report.

type the cup range


(tray/cuptray/cup), then
press ENTER; the system
prints the report.
the system prints the
reports.

3. At the Patient Results screen, select the function required to


find the next request to print:
To . . .

Press . . .

find the request with the next scheduled cup


number

F1 Next

find the request with the next lower cup


number

F2 Previous

find the request you want by searching for


certain search criterion

F3 Find

Request

Request

Request

When these Find functions keys show on the


screen, press the key that corresponds to what you
want to find:
F1 Request Number type the request number
F2 Cup Number
type the cup number
F3 Patient Name
type the patients name
F4 Patient ID
type the ID number
F5 First Request
find the first request
F6 Last Request
find the last request

ENTER
ENTER
ENTER
ENTER
ENTER
ENTER

review the Worklist/Tests screen for a request

F7 Worklist

Operating the Express Plus

Printing Sample Results


(Continued)

6-49

4. Repeat steps 2 and 3 to print the your collated patient


reports.
5. Press EXIT to return to the Main Menu.
Figure 6-16. Collated Patient Report (Example)
Patient Report
15-MAR-1992 07:55
University Hospital Medical Laboratory
1234 Main Street
Oberlin, Ohio 44074
Patient: Maggie Brown
Cup Number: B03
Comments:

ID: 123-27-4567

Request Number: 123456

Age: 10/26/68

Sex: F

Fasting sample
Time of draw: 7:15AM
Room 221A
Pre-op patient for 16-JAN
Physician: Dr. Seth Daniels
Insurance: Health Insurance Inc.

Test

Result

Flags

Low

High

BELOW NORM

3.5
7.0
0.7
65.
6.0

5.3
18.0
1.5
110.
8.3

ABOVE NORM

37.
11.8
13.2

147.
29.4
33.0

8.4
140.
2.7
89.

10.2
220.
4.5
221.

Profile: profile1
Albumin
BUN
Creatinine
Glucose
Total Protein

0.1
Pending
Pending
Pending
6.5

mg/dL

Profile: profile2
Alk. Phos
ALT
AST

160.2
25.5
33.0

U/L
U/L
U/L

Tests:
Calcium
Cholesterol
Phosphorus
LDH

Pending
Pending
3.7
200

g/dL

mg/dL
U/L

ABOVE NORM

6-50

Operating the Express Plus

Operating the Express Plus

6-51

Shutting Down
At the end of the day or the end of each work shift, perform the
following procedure to clean the Express Plus:
1. At the Main Menu, press F7 Diagnostics/Maintenance.
The Diagnostics/Maintenance screen shows.
2. At the Diagnostics/Maintenance menu screen, press
F2 Manual Operations.
The Manual Operations screen shows.
3. To begin the manual operations, press ENTER.
The system homes the probe and transports.
4. Load a bottle of deproteinizing solution in position 1 on the
reagent tray, then install and secure the reagent tray cover.
5. At the Manual Operations screen, press F2 End-of-Day, then
follow the instructions shown in the prompt area of the
screen.
The system begins the end-of-day tasks by cleaning the probe
as follows:
a. The system moves the probe to the wash station, then
pumps approximately 5.0 mL of distilled water into the
wash station.
b. The system rotates the deproteinizing solution to the
aspiration position, aspirates 500.0 L of solution, then
dispenses the deproteinizing solution into the wash
station.
c. The system repeats steps 5a and 5b five times.
d. The system pumps approximately 5.0 mL of distilled
water into the wash station. The probe remains at the
wash station after this cleaning procedure is completed.
e. The system then sets the sample tray to A and purges all
the cuvette strips (except one) from the cuvette track into
the cuvette waste drawer.

Operating the Express Plus

6-53

Shutting Down (Continued)


7. a. Remove the cuvette waste drawer, then remove the
biohazard liner from the cuvette waste drawer, and safely
discard the biohazard liner.
b. Install a clean biohazard liner into the cuvette waste
drawer, then install the waste drawer in the system.
c. Remove the waste bottle, safely discard the contents of
the bottle, then install the waste bottle in the system.
d. Remove the distilled water bottle, empty the bottle, then
install the empty distilled water bottle in the system.
NOTE

At the beginning of the next day or shift, ensure


that you fill the distilled water bottle with clean,
distilled water at the Startup screen before
attempting to operate the system.

8. Close the front panel.


9. Will each work shift use the Express Plus?
Yes: Leave the power switch in the ON (I) position.
No:

If you are not using the system for a long period of


time, place the power switch in the OFF (O) position.

10. Moisten a soft cloth with a 5.0% (1:20) dilution of a 5.25%


sodium hypochlorite (bleach) solution, then wipe the system
cabinet surfaces, sample trays and sample covers, and reagent
tray and reagent covers to disinfect them.

Operating the Express Plus

Rev. B 1/2000

Rev. B 1/2000

Rev. B 1/2000

Rev. B 1/2000

Rev. B 1/2000

Rev. B 1/2000

Rev. B 1/2000

Rev. B 1/2000

Rev. B 1/2000

Rev. B 1/2000

Rev. B 1/2000

Rev. B 1/2000

Rev. B 1/2000

Rev. B 1/2000

Rev. B 1/2000

Rev. B 1/2000

Rev. B 1/2000

Rev. B 1/2000

Rev. B 1/2000

Rev. B 1/2000

Rev. B 1/2000

Rev. B 1/2000

Rev. B 1/2000

Rev. B 1/2000

Rev. B 1/2000

Rev. B 1/2000

Rev. B 1/2000

Rev. B 1/2000

Rev. B 1/2000

Rev. B 1/2000

Rev. B 1/2000

Rev. B 1/2000

Rev. B 1/2000

Rev. B 1/2000

Rev. B 1/2000

Rev. B 1/2000

Rev. B 1/2000

Rev. B 1/2000

Rev. B 1/2000

Rev. B 1/2000

Rev. B 1/2000

Rev. B 1/2000

Rev. B 1/2000

Rev. B 1/2000

Rev. B 1/2000

Glossary

A-1

Glossary
Absorbance (A)

negative common logarithm of


transmittance: A = -log10 T

Accessory

optional device that you connect to the


Express Plus, such as a hand-held bar
code wand

Alphanumeric Keys

keys on the Express Plus keyboard that


contain letters or numbers

Automatic Test
Shutdown

optional system setting that, if enabled,


stops the system from running a test for
which control rules were violated

Bar Code

encoded information that is read by an


optical scanner

Bar Code Scanner

optical device that reads the bar code


information from the label on the
reagent bottle

Bar Code Wand

hand-held scanner used to enter barcoded information into the system


(optional accessory)

Bichromatic
Absorbance

the absorbance obtained when the


system measures the absorbance of a
reaction mixture at a secondary
wavelength then subtracts it from its
absorbance at the primary wavelength
before calculating the results

BIOHAZARD

statement used in the text of this


manual to alert you to a potentially
biohazardous condition

Calibration Data
Program

Express Plus program that enables you


to select calibration functions and
manage calibration data

Carryover

contamination of a sample or reagent by


the preceding sample or reagent

CAUTION

statement used in the text of this


manual to alert you to a possibility of
system damage or loss of data

Collated Report

final printed report that contains all of


the test results and demographics
information for a patient or control

A-2

Glossary

Glossary (Continued)
Communication Ports

four ports used to connect accessories


to the Express Plus

Communications
Subsystem

components that collect, verify, process,


and manage the data collected by the
Express Plus

Concave Holographic
Grating

optical device that produces colored


bands of light (diffraction spectra) from
the light beam that passes through the
cuvette well

Control Rule Evaluation

part of the Express Plus Q.C. Statistics


program which allows you to select
criteria against which your control
results are evaluated by the system

CPU (Central
Processing Unit)

part of the Express Plus microprocessor


that contains the circuits, which
interpret instructions to direct the
system operations

Cursor

blinking horizontal bar that shows on


the system screen and that you move
among the screen fields to make
selections

Cursor Keys

four arrow keys on the system keyboard


that you press to move the cursor in the
required direction on the screen

Cuvette Magazine

holder used to load 13 cuvette strips


into the cuvette feeder

Cuvette Strip

five connected cuvette wells, each of


which can hold a reaction mixture for a
sample

Cuvette Subsystem

components that position and preheat


the cuvettes in the system, then use the
cuvettes to hold reaction mixtures in the
light path during measurement

Cuvette Track

mechanical track that moves the cuvette


strips through the system

Cuvette Waste Drawer

removable bin that holds the used


cuvette strips in a biohazard liner as the
cuvette track pushes the strips out of
the system

Glossary

A-3

Glossary (Continued)
Default

factory-programmed value or setting

Definitions Program

the Express Plus program that enables


you to define new tests for the system,
or to modify factory-defined parameters
for tests, profiles, controls, calibrators,
or blanks

Demographics

information about a patient that you


want shown on the collated report

Diagnostics/
Maintenance Program

the Express Plus program that enables


you to perform startup and end of day
functions, precision checks, lamp
alignment, and other automated
maintenance and troubleshooting tasks

Digital Diluter

mechanical device used to control the


volume of fluid that the system aspirates
or dispenses

Distilled Water Bottle

container that holds distilled water for


rinsing the inner and outer surfaces of
the probe

External Printer

optional printer that you connect to the


system via the parallel printer port

Factory-Programmed

values and settings that are programmed


for the Express Plus at Bayer
Diagnostics before the system is shipped
to you

Floppy Disk Drive

device that uses 3 -inch, high-density,


floppy disks to store test results,
definitions, system settings, calculations,
and Q.C. data

Fluid Subsystem

components that aspirate and dispense


required volumes of reagents and
samples for testing, and move distilled
water through the system for washing
other components

Function

software option shown in a menu or at a


program screen, that allows you to
perform a specific action within a
program

Function Keys

keyboard keys used to select functions


shown on a menu or at a program
screen (F1 through F8 are defined for
the Express Plus)

A-4

Glossary

Glossary (Continued)
Hard Disk Drive

device that contains all of the system


software, and the system configuration
and test data

Help Program

Express Plus program that enables you


to obtain online assistance on the
operation of the Express Plus programs,
functions, and keys

Highlighted

term used to describe a screen field that


is selected and that shows on the screen
enclosed in an amber box (refer also to
Remove; Reverse Video; Select)

Humidifier Ring

the ring that snaps under the sample


cover to help reduce evaporation and
degradation

Keyboard

device on which you respond to system


prompts by typing entries or supplying
other operating information

Lag Time

time from the beginning of one reagent


dispense to the beginning of the defined
read time or the next reagent dispense

LIS 2 Plus Protocol

an interface protocol that needs


acknowledgement that a transmission
was received by the host device

LIS 2 Protocol

an interface protocol that does not use


error checking

LIS 3

an interface protocol that requires


acknowledgement and status
(<Success> or <Bad Data>)
information that a transmission was
received by a host device

LIS Device

Laboratory Information System (LIS),


possibly a computer

Load Alternate Program

Express Plus program that you use if


you need to reload system software or
load system software upgrades

Main Menu

list of the eight Express Plus programs


from which you can select the program
you need to use

Menu Screen

screen that shows a list of program


options from which you can select the
option you need to use

Glossary

A-5

Glossary (Continued)
Normalize

method used to adjust values to some


defined reference or calibrator

NOTE

statement used in the text of this


manual to alert you to information that
requires your attention

Numeric Keypad

set of numeric keys located on the


Express Plus keyboard

Options Program

Express Plus program that includes


functions for setting installation options
(system options), test order,
communications ports, backing up and
restoring data on disks, and resetting
the system to its factory-programmed
settings

Outlier Rejection

method used to detect data points that


lie outside of a set of specified limits

Paper Advance Key

key on the front panel of the system


that advances the system printer paper

Patient Results
Program

Express Plus program that enables you


to review, modify, or enter patient and
control results, and to print collated
patient reports

Photodiode

detector that responds to radiant energy


and converts light input into digital
output

Photometer Subsystem

optical components contained in the


photometer that obtain photometric
data, which is used to determine the
absorbance of the reaction mixtures

Placekeeping Zone

area of the screen which shows your


place in the software (the software
levels that you moved past and the level
where you are working now)

Polychromator

part of the photometer that isolates a


particular band of wavelengths

Positive Sample
Identification

bar coding system used to correlate a


primary sample tube with a request in
the worklist. This optional accessory
also includes a primary sample tube
tray, bar code wand, and Test
Scheduler.

A-6

Glossary

Glossary (Continued)
Power Switch

rocker switch used to apply electrical


power to, or remove power from, the
Express Plus

Primary Sample Tube

blood collection tubes used to collect


whole blood samples from patients,
which are then centrifuged and loaded
on the Express Plus sample tube tray

Primary Sample Tube


Tray

removable tray that holds up to 20


primary sample tubes

Printing Options

options in the Options program that


you set to select the printer (System,
DEC, or Proprinter), and the types of
reports to print (run-time and collated)

Probe

device used to aspirate and dispense


samples, reagents, and wash fluids

Profile

group or panel of tests that you can


select at one time and assay for a
sample

Program

a top-level software component that


presents a menu of options

Program Zone

area of the screen where the action and


main information about a program
shows

Prompt

message or request that the system


shows in the Prompt zone (lower, left
section of the screen)

Prompt Zone

area of the screen (lower, left section of


the screen) where the system shows
messages and requests for user actions

Purge

act of moving all the cuvette strips


from the cuvette track into the cuvette
waste drawer

Q.C. Statistics

Express Plus program that enables you


to manage your Q.C. data and statistics,
and print Q.C. data reports

Glossary

A-7

Glossary (Continued)
QCSystems

Bayer Diagnostics program that helps


you manage your Q.C. results for a
specific Bayer Diagnostics clinical
chemistry system (also a function of the
Q.C. Statistics program on the Express
Plus in which you enter QCSystems
data to prepare a report for submission
to Bayer Diagnostics)

Ratio Test

test result that is calculated from the


results of two or more tests

Reaction Mixture

mixture of sample and reagent that the


system pipettes and dispenses into a
cuvette, then incubates and measures to
obtain a test result

Reagent Carryover
Reduction

function of the Assay Order screen that


allows you to define wash cycles and
wash fluids to use between tests that
chemically interfere with one another

Reagent Transport

electromechanical device that rotates


the reagent tray

Reagent Tray

removable tray that holds up to 26


reagent bottles

Reblanking

method used to adjust a stored


calibration curve for continued use (for
a blanked, linear curve type)

Remove

terms used to describe the act of


moving the cursor to a field on the
screen that is selected (highlighted),
then pressing SELECT to remove the
highlighting for that field so that field is
no longer selected (refer also to
Highlighted; Select)

Replicate

defined number of times that a sample


is assayed

Reverse Video

dark characters that show on an amber


background on the system screen (refer
also to Highlighted)

Rule Evaluation

refer to Control Rule Evaluation

Run-time Report

report printed at the time the system


collects data

A-8

Glossary

Glossary (Continued)
Sample Cup

disposable, plastic cup that holds a


sample on the sample tray, so the probe
can aspirate the sample for the reaction
mixture

Sample Integrity Tray

the removable 40-position sample tray


cover, and humidifier ring used to
control sample evaporation and
degradation

Sample Loadlist

term used for the printed worklist that


you obtain by pressing PRINT at the
Worklist/Tests screen. This list can help
you load samples into their scheduled
sample tray positions.

Sample Transport

electromechanical device that rotates


the sample tray

Sample Type

kind of sample that you schedule and


load on the sample trays: Patient,
Control, Calibrator, or Blank

Scan

term used to describe the action of


passing the hand-held bar code wand
across the Test Scheduler to read the
bar codes and enter the required
information into the system

Screen

system screen (CRT) that shows data,


prompts, messages, and other operating
information

Screen Field

specified area on the screen

Screen Zones

five areas of the system screen that


contain specific kinds of information

Select

term used to describe the act of moving


the cursor to a screen field, then
pressing SELECT to highlight the field
(see also Highlighted; Remove)

Startup

time, after powerup, when the system


loads the software and first shows
information on the screen

Status (of system)

current operating status of the system; a


Status message shows what the system is
doing and if it is ready to operate

Glossary

A-9

Glossary (Continued)
Status Program

Express Plus program that you select


using the fixed-function STATUS key.
The program enables you to view the
current operating or error status of the
Express Plus.

Status Zone

top area of the screen, which contains


the system status information

System Clock

24-hour clock that the system uses to


monitor the calibration intervals, show
on the screen, and print on reports

System Keys

keys on the front panel of the system


that stop, start, or pause the system
operation

System Printer

thermal printer built into the system


and used to print tests, parameters,
data, and run-time reports

Test Scheduler

laminated card with preprinted bar


codes that you can scan with the
optional bar code wand to schedule a
worklist and enter other operating
commands into the system; eliminates
the need to use the keyboard

WARNING

statement used in the text of this


manual that alerts you to an electrical
hazard that could cause injury

Waste Bottle

container that holds the waste water


that the system uses for rinsing the
probe and wash station

Water Bath

temperature-controlled device that


heats the water that the system uses to
heat the reaction mixtures in the probe

Worklist

schedule of samples and tests, including


controls, calibrators and blanks,
required to complete your daily
workload

Worklist Program

Express Plus program that enables you


to schedule your daily workload of
samples and tests

Glossary

Safety Summary

B-1

Safety Summary
The Express Plus is designed to operate safely. When you
operate the system in a safe environment, there are no known
operating hazards.
Warnings are used in this manual to alert you to electrical
hazards and other conditions that can lead to personal injury.
Ensure that you read and follow the instructions contained in
these warnings.
Warnings are shown on the following pages of this manual:
WARNING

2-15
9-31

9-5
9-32

9-6
E-3

9-8
G-4

9-26
G-5

The following Warnings apply to all sections of this manual:


WARNING

Do not operate the Express Plus in an


atmosphere containing explosive concentrations
of oxygen, hydrogen, or other flammable gases.
Certain system components can generate sparks
and ignite gases.
Connect the system to an electrical outlet that
has a ground connection. If you doubt the
safety or reliability of your electrical supply,
consult a qualified electrician.
Do not attempt to perform any maintenance or
troubleshooting procedures that are not
described in this manual. Performing
unauthorized maintenance or troubleshooting
procedures can result in personal injury or
damage your system. Contact your Bayer
Diagnostics Field Service Engineer, Bayer
Diagnostics subsidiary office, or authorized
agent for assistance.
Observe safety precautions when handling
bleach and reagents. Some reagents contain
low concentrations of chemical substances that,
upon contact, can injure or irritate your eyes or
skin. Wear eye protection and gloves when
handling a potential eye or skin irritant.

9-27
G-9

B-2

Safety Summary

Safety Summary (Continued)


Use safe laboratory practices and techniques when you handle
serum samples, waste, and when you operate and clean your
system.
The National Institutes of Health (NIH), Centers for Disease
Control (CDC), and the National Committee for Clinical
Laboratory Standards (NCCLS) established the following
guidelines for handling laboratory biohazards. Use this summary
as general information. The summary is not intended to replace
or supplement your laboratory or hospital biohazard control
procedures.
A biohazard condition is a situation involving potentially
infectious, biological agents, such as hepatitis B virus, human
immunodeficiency virus (HIV), or tuberculosis bacterium. The
following are the major modes of transmission:
hand-to-mouth contact
hand-to-eye contact
superficial cuts and open wounds on exposed skin
skin penetration

The following is a general biohazard warning:


BIOHAZARD

To prevent contaminating yourself and other


laboratory personnel, treat all human sera
samples, all waste materials, and all used cuvette
strips as potentially pathogenic. Follow your
laboratorys safety protocol for cleaning and
decontaminating your Express Plus and
surrounding work surfaces.

Biohazard warnings, indicated by the international symbol, are


shown on the following pages of this manual:
BIOHAZARD

2-15
9-8
9-27
10-68

2-18
9-12
9-32
C-8

6-12
9-16
9-33
G-7

6-24
9-19
9-37
G-12

6-52
9-21
9-43

9-5
9-26
10-18

Safety Summary

B-3

Safety Summary (Continued)


To prevent accidentally contaminating yourself, your co-workers,
and other personnel in your laboratory, adhere to the following
biohazard guidelines:
BIOHAZARD

Wear gloves when you service or maintain the


system components that come in contact with
human body fluids, such as serum, plasma,
urine, or whole blood, and when the possibility
exists for your hands to come into direct contact
with human body fluids, mucous membranes, or
potentially contaminated surfaces, such as when
you remove the cuvette waste drawer and
discard the biohazard liner.
Wear facial protection, such as goggles, when
splatter is possible, and wear protective clothing,
such as a lab coat or apron, when you handle
biological materials.
Wash your hands before leaving a contaminated
area, after you remove your gloves, and after
your hands come into contact with human body
fluids.
Do not shear, bend, break, or recap used
needles or lancets. Do not remove the needles
from disposable syringes.
Minimize aerosol formation during laboratory
procedures.
Do not touch your hands to your face, eat,
drink, smoke, or apply cosmetics in the
laboratory.
Do not pipet any liquid, including water, by
mouth, and do not put any tools or other
laboratory items in your mouth.
Cover all superficial cuts and wounds before
you start working in the laboratory.
Follow your laboratory or hospital biohazard
protocol for disposing of contaminated
materials.
Disinfect your work areas and tools that come
in contact with the Express Plus sample path or
waste area. Disinfect with a 5% (1:20) dilution
of a 5.25% sodium hypochlorite (bleach)
solution.

B-4

Safety Summary

Safety Summary (Continued)


Cautions are used in this manual to alert you to actions or
conditions that can lead to equipment damage or loss of data.
Ensure that you read and follow the instructions contained in
these cautions. Also, consult other Express Plus documents for
task-specific cautions.
Cautions are shown on the following pages of this manual:
CAUTION

3-20
5-39
6-47
9-7
9-27
9-45
10-18
C-8

3-25
5-41
7-10
9-9
9-31
9-46
10-29
G-3

4-50
5-42
7-44
9-18
9-34
9-48
10-37
G-4

4-64
6-7
9-3
9-22
9-38
9-50
10-64
G-5

5-5
6-12
9-5
9-23
9-40
9-51
10-65
G-6

5-37
6-14
9-6
9-26
9-43
10-3
10-68
G-9

Safety Summary

B-5

Safety Summary (Continued)


Other symbols and the associated meanings used in the Express
Plus documents and on the Express Plus and its accessories are:
When you see . . .

It means . . .
alternating current (AC)

protective conductor terminal

Warning: risk of electrical shock

Warning: risk of personal injury or equipment


damage (refer to your Express Plus Operators
Manual)

Biohazard Warning: risk of potentially


biohazardous infection

ON (Mains supply)
OFF (Mains supply)
Fuse

Keyboard

Bar Code Wand (Hand-held)


Printer

Water
This symbol indicates the system meets the
EMC Directive of the European Union.
This symbol indicates the system meets the
specifications of the Underwriters
Laboratories, Inc.

Safety Summary

Service and Supplies

C-1

Appendix C Service and Supplies

Page

About This Section

C-3

Addresses and Communication Numbers

C-3

Ordering Replacement Parts

C-5

Ordering Operator Service Kit Parts

C-6

Ordering Supplies

C-7

Ordering Accessories and Options

C-8

Service and Supplies

Service and Supplies

C-3

About This Section


This section provides addresses and telephone numbers so that
you can contact Bayer Diagnostics to order parts for the Express
Plus or for technical assistance and system service.

Addresses and Communication Numbers


To contact Bayer Diagnostics within the Continental United
States, call:
1-800-255-2121 (toll-free) for technical assistance or service
1-800-255-3232 (toll-free) for parts and supplies
Manufactured by:
Bayer Corporation
333 Coney Street
East Walpole, MA 02032-1597 USA
508 668-5000
Bayer Argentina S.A.
Divisin Diagnsticos
Ricardo Guitirrez 3652
B1605EHD Munro-Buenos Aires
Argentina
54 11 4 762 7000
Bayer Australia Limited
Diagnostics Business Group
2 Keith Campbell Court
Scoresby
Victoria 3179 Australia
1 800 034 477
.
Bayer Austria GesmbH
Geschftsbereich Diagnostika
Lerchenfelder Grtel 9-11
A-1164 Wien, Austria
43-1-71146-2411
Bayer s.a.-n.v.
Division Diagnostics
Avenue Louise 143 Louizalaan
1050 Bruxelles-Brussel,
Belgium
32 2 535 66 81
Bayer S.A.
Produtos Diagnsticos
Rua Domingos Jorge 1100
04779-900 - So Paulo - SP
Brazil
55 11 5694 5574

Bayer Inc.
Bayer Diagnostics
Healthcare Division
77 Belfield Road
Toronto, Ontario
Canada M9W 1G6
416 248-0771
Bayer S.A.
Divisin Diagnstica
A.A. 80387
Av. De las Amricas No57-52
Santaf de Bogot, D.C. - Colombia
(571) 4234199-4234352
Bayer A/S
Norgaardsvej 32
DK-2800 Lyngby, Denmark
+ 45 45 23 50 00
Bayer OY
Suomalaistentie 7
FIN 02270 Espoo, Finland
+ 35 89 88 78 87
Bayer Diagnostics
Tour Horizion
52, quai de Dion Bouton
92807 Puteaux Cedex, France
01 49 06 56 00
Bayer Vital GmbH & Co. KG
Geschftsbereich Diagnostics
Siemensstrae 3
D-35463 Fernwald, Germany
0049-(0)641-4003-0

Bayer Diagnostics Limited


20/F Gee Chang Hong Centre
65 Wong Chuk Hang Road
Hong Kong
852-28147337
Bayer Diagnostics India Limited
589, Sayajipura
Ajwa Road
Baroda - 390019
Gujarat, India
91 265 46 2720
Bayer S.p.A.
Divisione Diagnostici
Via Grosio 10/4
20151 Milano, Italia
+39/023978.1
Bayer Medical Ltd.
Unosawa Tokyu Building 3F
1-19-15, Ebisu
Shibuya-Ku
Tokyo 150-0013, Japan
81.3.3440.4881
Bayer Diagnostics Korea Limited
4/F Kyemyung Building
48-7 Myungil-Dong
Kangdong-Ku
Seoul, Korea 134-070
82-2-428-5980
Bayer de Mxico, S.A. de C.V.
Division Diagnsticos
Ave. Colonia del Valle No. 615
Col. Del Valle
Delegacin Benito Jurez
Mxico, D.F. C.P. 03100
525 728 3301

C-4

Service and Supplies

Addresses and Communication Numbers (Continued)


Bayer B.V.
Division Diagnostics
Energieweg 1
3641 Rt Mijdrecht, The Netherlands
+31 (0)297 280 666

Bayer Hellas S.A.


Akakion 54A
Marousi
Athens 151 25, Greece
01-68 83 648

Bayer AS
Brennaveien 18
N-1483 Skytta, Norway
+ 47 67 06 86 00

Bayer (Pty) Ltd.


Healthcare Division
27 Wrench Road
Isando 1600, South Africa
27 11 921-5048

Bayer Sp. Z o.o.


Al. Jerozolimskie 158
02-326 Warszawa, Polska
+48(0)225723500
Bayer Portugal S.A.
Divisao PH / DS
Rua da Quinta do Pinheiro, 5
2795-653 Carnaxide, Portugal
351.21.416.50.22
Bayer Puerto Rico Inc
Diagnostics Division
Victoria Industrial Park
Building #1
Carolina, Puerto Rico
787 752-8989

Qumica Farmacutica Bayer, S.A.


Divisin Diagnsticos
Calabria, 268
08029 Barcelona, Espaa
+ 34 93 495.65.00
Bayer AB
Drakegatan 1
S-402 24 Gteborg, Sweeden
+ 46 31 83 98 00
Bayer (Schweiz) AG
Geschftsbereich Diagnostika
Grubenstrasse
8045 Zuerich, Switzerland
0041/1/465 81 11

Bayer Taiwan Company Limited


Diagnostics Division
8/F No. 109 Sec. 2
Keelung Road
Taipei, Taiwan R.O.C.
886-2-23777520
Bayer plc
Diagnostics Division
Bayer House
Strawberry Hill
Newbury, RG14 1JA
United Kingdom
+44 (0) 1635 563000
Bayer Corporation
Diagnostics Division
511 Benedict Avenue
Tarrytown, NY 10591-5097 USA
914 631-8000

C-5

Service and Supplies

Ordering Replacement Parts


This list contains the replacement parts that you can order for the
Express Plus:
Table C-1. Replacement Parts
Description

Part
Number

Quantity

Cable, Express to External Printer

23517

Cuvette Waste Drawer

23174

Distilled Water Bottle

23378

Express Plus Applications Guide

107099

Express Plus TDM/DAU Applications Guide

107100

Express Plus Operators Manual

107098

Express Plus Quick Reference Guide

107101

Express Plus Software Installation Instructions

107125

Express Communications Manual

107122

Express Interface Specifications Manual

107123

External Printer, DEC LA70

24067

Humidifier Rings (Set of 6)

24167

Line Cord (North American)

23481

Line Cord (International)

23482

Paper Pin

23490

Primary Sample Tube Cover

23542

Primary Sample Tube Tray, 20-position

23513

Probe Tip

1453x185

Probe Transport Cover (clear, gray plastic)

23334

Reagent Cover

24078

Reagent Tray, 26-position

24076

Sample Cover

1453x261

Sample Integrity Tray Kit

1453x249

Sample Tray, 40-position

24162

System Software, Kit

1453x225

Wash Pump Filter

23361

Waste Bottle

23379

Service and Supplies

C-6

Ordering Operator Service Kit Parts


This list shows the parts that are contained in the Express Plus
Operator Service Kit:
Table C-2. Operator Service Kit Parts
Description

Part
Number

Quantity

Service Kit, Operators*

1453x7

Air Filter Kit (3 pieces)

1453x125

Digital Diluter Syringe, 500 L

23626

Fuse - 120 VAC 10% (6.25 A) T (SB)

60048x57

Fuse - 240 VAC 10% (3.15 A) T (SB)

60044x12

Lamp Assembly

1453x135

Peristaltic Pump Tubing and Filter

1453x156

Probe Tip

1453x185

Tygon Tubing, 14.5 feet

19819

1 piece

Water Bath Fluid

E34031

* You can order the Operators Service Kit as a kit, or order individual
parts contained in the Operators Service Kit.

C-7

Service and Supplies

Ordering Supplies
This list shows the Express Plus supplies that you can order:
Table C-3. Supplies
Description

Part
Number

Quantity

Bar Code Labels (5 x 3600)

23531

Cuvette Magazine Kit


(100 magazines and 36 biohazard liners)

751060

External Printer Paper, 8 x11 inches (one part)

20764

1 box

External Printer Ribbon Cartridge, DEC LA70

24068

Fuse - 100 VAC 10% (7.00 A) T (SB)

60048x60

Fuse - 120 VAC 10% (6.25 A) T (SB)

60048x57

Fuse - 200 VAC 10% (4.00 A) T (SB)

60044x13

Fuse - 240 VAC 10% (3.15 A) T (SB)

60044x12

Lamp Assembly (6-volt)

1453x135

Pediatric Cups (1000 per box)

751063

1 box

Primary Sample Tube Inserts (13.0 mm)

23520x13

Primary Sample Tube Inserts (16.0 mm)

23520x16

Sample Cups (1000 per box)

751058

1 box

Consumables Kit

1453x506

Cuvette Magazine Kit


(20 magazines and 20 biohazard liners)

751059

Flaring Tool Kit

1453x108

Lamp Assembly

1453x135

Paper Pin, System Printer

23490

Peristaltic Pump Tubing Assembly


with Filter

1453x156

Probe Tip

1453x185

Sample Cups (1000 per box)

751058

1 box

System Printer Paper (5 rolls)

23372

1 package

BIOHAZARD

To avoid a potentially biohazardous condition,


wear gloves when you remove the cuvette waste
drawer or a biohazard liner.

CAUTION

Discard all used cuvette strips. Unreliable


results and/or damage to the system can result if
you reuse cuvette strips.

Service and Supplies

C-8

Ordering Accessories and Options


This list contains the accessories that you can order for your
Express Plus:
Table C-4. Accessories and Options
Description

Part
Number

Quantity

Dust Cover, System

23678

Express Plus Communications Kit

1453x510

107112

24067

Express Plus External Printer Addendum

107113

External Printer Ribbon Cartridge,


DEC LA70

24068

1453x507

Bar Code Labels for Sample Tubes

23531

1 set

Bar Code Wand

23409

Bar Code Wand Holder

23363

Positive Sample Identification (PSID) System


Addendum

107087

Positive Sample Identification Disk Kit

1453x226

Sample Tube Inserts (13.0 mm)

23520x13

20

Sample Tube Inserts (16.0 mm)

23520x16

20

Sample Tube Tray, 20-position

23513

Sample Tube Tray Cover

23542

Test Scheduler

23541B

23511

Express Plus Communications Enabling Disk


Instructions
External Printer, DEC LA70

Positive Sample Identification Kit

Power Line Conditioner (110 V)

Accessories and Options

D-1

Appendix D Accessories and Options

Page

About This Section

D-3

Accessory or Option Addenda

D-4

Accessories and Options

D-5

Accessories and Options

Accessories and Options

D-3

About This Section


This section gives you an easy reference tab for finding
information pertaining to your Express Plus hardware accessories
or software options. When you order an accessory or option, an
addendum or instruction set is shipped to you. Place the
addendum or instruction pages into this section of your manual
for easy reference.
Ensure that you install and operate each accessory according to
the specific installing and operating instructions that are shipped
with the accessory.
The following hardware accessories and software options are
available for the Express Plus:
External Printer Hardware Option
Positive Sample Identification Software Option
Communications Software Option

D-4

Accessories and Options

Accessory or Option Addenda


Record any addenda or instructions that you insert into this
section of the manual on the chart below:
Document

Part Number

Accessories and Options

D-5

Accessories and Options


This section explains the hardware accessories and software
options that are available for the Express Plus:
External Printer
The Express Plus external printer is an optional hardware
accessory. The external printer is a stand-alone, dot-matrix
printer. For specific setup and operating details, refer to the
operating manual for your external printer.
The external printer is used to print worklists, run-time reports,
patient reports, quality control reports, and test results on a
collated patient report. The external printer connects to the
parallel printer port at the right side of the system. The printer
configuration is set by Bayer Diagnostics Field Service
Engineers at the time of installation. For more information, refer
to the Express Plus External Printer Addendum, shipped with
your external printer.
NOTE

Bayer Diagnostics recommends the use of fully


shielded cables when connecting to an external
device.

Positive Sample Identification Software Option


The Positive Sample Identification software option is required for
using the optional bar code wand, primary sample tube tray, and
Test Scheduler for positive sample identification. With these
components you can scan a bar code label on a primary sample
tube to enter the request into the worklist without using the
keyboard. The system associates the results for a sample with the
bar code label on the primary sample tube. You can also scan
the test requests from bar codes printed on the Test Scheduler.
The optional bar code wand and the Test Scheduler can:
schedule calibrators
schedule bar-coded patient samples and controls
scan bar codes assigned to all the tests, profiles, calibrators,

and controls defined for the Express Plus, which allows for
faster, more efficient worklist scheduling
enter data and select options without using the keyboard,

which helps eliminate typing errors


For more information, refer to the Express Plus Positive Sample
Identification (PSID) System Addendum, shipped with the
software option.

D-6

Accessories and Options

Accessories and Options (Continued)


Communications Software Option
This software option is required for communicating between a
host Express Plus and any of the following peripheral devices:
a remote Express Plus
a 664 Fast 4 System
an external computer, such as a Laboratory Information

System (LIS)
For complete information about cabling, configuring the ports,
enabling the software option, and programming for
communications, refer to the following documents that are
shipped with the communications software option:
Express Plus Communications Enabling Disk Instructions
Express Communications Manual
Express Interface Specifications Manual
Appendix F, LIS Communications, provides a brief overview of
the Express Plus communications options.
To order accessories or software options, call Bayer Diagnostics.
Refer to Appendix C, Service and Supplies, for Bayer
Diagnostics addresses and telephone numbers, and part numbers
for placing your orders.

Specifications

E-1

Appendix E Specifications

Page

About This Section

E-3

System Specifications

E-3

Electrical Ratings and Requirements

E-7

Environmental Conditions

E-7

Microprocessor (CPU)

E-8

Outputs

E-8

Polychromator

E-8

Size and Weight

E-9

System Screen

E-9

Specifications

Specifications

E-3

About This Section


This section lists the specifications for your Express Plus, starting
with agency approvals and general system specifications, then
listing specifications for various components and conditions.
Express Plus systems manufactured after the issue of this manual
meet the requirements of the agencies listed below. Refurbished
systems may not meet all of the specification as listed below.
WARNING

Unauthorized modifications to Express Plus


systems can result in the system not meeting the
specifications listed, may place the operator at
risk of injury, and may cause the reporting of
inaccurate results.

Agency Approvals
European Union: CE Marking

EMC Directive 89/336/EEC


EN 55011:1991 Limits and Methods of Measurement of
Radio Disturbance Characteristics of Industrial, Scientific,
and Medical (ISM) Radio-Frenquency Equipment (Group 1,
Class B, Conducted and Radiated Emissions).
EN 50082-1:1992 Electromagnetic Compatibility - Generic
Immunity Standard Part 1: Residential, Commercial and
Light Industry
Low Voltage Directive 73/23/EEC
EN 61010-1 Safety Requirements for Electrical Equipment
for Measurement, Control, and Laboratory Use
Federal Communication Commission (FCC)

Electromagnetic Interference for Computing


Equipment Class A
Underwriters Laboratories, Inc. (UL)

1261 Standard for Safety, Laboratory Equipment


Canadian Standards Association (CSA)

C212.2 No. 151, Laboratory Equipment

E-4

Specifications

Agency Approvals
International Electrotechnical Commission (IEC)

1010-1 International Standard, Safety Requirements for


Electrical Equipment for Measurement, Control, and
Laboratory Use
Japanese Industrial Standard (JIS)

T1001, Japanese Industrial Standard, General Requirements


for Safety of Medical Electrical Equipment

System Specifications
These specifications apply to the Express Plus, in general, and are
shown in alphabetical order:
Application

determination of biochemical components


in serum, plasma, and urine

Bar Code Wand

hand-held, movable, bar code scanner that


emits an infrared light beam to read bar
code labels

Controls

up to six defined controls for each of 48


tests; the system automatically calculates
the statistics for controls

Cuvette Feeder

holds and automatically feeds a maximum


of 39 cuvette strips (3 rows of 13 cuvette
strips)

Cuvette Magazines

13 cuvette strips in each cuvette magazine


(up to three cuvette magazines can be
loaded at one time for 195 test wells)

Cuvette Preheater

regulated at a temperature of 30.0 or


37.0 C (0.2 C) to heat the cuvette
strips

Cuvette Strip

disposable, cuvette strip with five cuvette


wells (maximum fill volume of 450 L,
minimum read volume of 250 L, and a
cuvette pathlength of 1 cm1%)

Cuvette Track

aluminum process track, thermostatically


controlled by four thermal electric
devices (TEDs) to maintain the defined
temperature of 30.0 or 37.0 C (0.2 C)
(the system can have up to 30 reactions in
process at any time)

Specifications

E-5

System Specifications (Continued)


Cuvette Waste

Drawer

fitted with a disposable, biohazard liner


that collects up to 39 cuvette strips and
their waste material

Data Storage

40-Mbyte hard disk drive and 3.5-inch,


double-sided, high-density floppy disk
drive for backing up files and loading
programs

Digital Diluter

500 L syringe, positive displacement


syringe drive

Dispense Volume

maximum dispense volume is 400 L


(reagent, sample, and diluent volume)

Distilled Water

removable container that holds up to one


liter of distilled water (water must be at
temperatures from 15 to 37 C)

Bottle
External Printer

(optional) connects to parallel interface

Imaging Optics

plano convex lens, biconvex lens, and


concave holographic grating

Keyboard

keyboard with numeric keypad and


special function keys

Language

user-selectable

Light Source

6-volt, 20-watt, quartz-halogen lamp

Machine Controller

four printed circuit boards containing


multiple, 8-bit, microcontroller processors

Pediatric Cup

disposable sample cup with dead volume


of 50 L (nominal), maximum fill
volume is 650 L

Polychromator

polychromator with concave holographic


grating and diode array that measures and
detects monochromatic light at seven
wavelengths

Primary Sample

13x75, 13x100, 16x75, and 16x100 mm

Tubes
Primary Sample

Tube Tray

20-position tray for holding sample tubes

E-6

Specifications

System Specifications (Continued)


Probe Assembly

temperature-controlled, water-jacketed
probe for heating reaction mixtures
before dispensing into cuvette wells;
probe tip uses a replaceable stainless steel
aspiration tip and fluid detector

Productivity

180 tests per hour, maximum (singlereagent systems)

Reaction Temp.

reaction mixture is temperature


controlled at 30.0 or 37.0 C (0.2 C)

Reaction Time

10 seconds to 600 seconds

Reagent Bar

fixed, noncontact, bar code scanner that


emits an infrared light beam at reagent
bar code labels to determine reagent
name and position on the reagent tray

Code Scanner

Reagent Bottles

glass, plastic, or special bottles with or


without bar code labels

Reagent Capacity

up to 26 bottles can be loaded into any


position or in any order on the reagent
tray (single- or multi-test reagents)

Reagent Transport

electromechanical device that supports


and rotates reagent tray. The transport
optical detectors determine the position
of the transport.

Reagent Tray

26-position reagent tray

Reagent Volume

3.0 to 400.0 L per selected test, 3.0 to


150.0 L second or third addition (at
least 50.0 L of total fluid volume is
required for each dispense)

Sample Cup

disposable sample cup; maximum fill


volume is 900 L

Sample Transport

electromechanical assembly with a drive


hub, drive hub support, printed circuit
board with optical detectors, and motor

Sample Integrity

40-position sample tray for disposable


sample cups (standard tray), tray cover,
and humidifier ring used to copntrol
sample evaporation and degradation

Tray

Sample Volume

3.0 to 30.0 L per test, with automatic


sample predilution of up to 100:1

Specifications

E-7

System Specifications (Continued)


Sampling Capacity

40-position sample cup tray or optional,


20-position primary sample tube tray

Startup

immediate operation from Standby; 2 to


12 minutes until the first result

Stat Assays

available at any time

System Control

16-bit microprocessors, with 40-Mbyte


hard disk drive, 3.5-inch, double-sided,
high-density floppy diskette drive for
storage, 9-inch screen (CRT), and thermal
printer

System Printer

built-in thermal printer (40 or 80


characters per line)

System Type

random-access chemistry system that can


analyze 180 tests per hour, on singlereagent assays

Test Calibration

up to 10 defined calibrators for each of 48


tests; user-programmable calibration
interval of 0 to 999 hours

Test Selection

arbitrary selection; programmable assay


order for washing between interfering
tests

Thermal Electric

maintain the temperature for the cuvette


track and the cuvette preheater water
bath at 30.0 or 37.0 C (0.2 C)

Devices (TEDs)
Water Bath

contains 450 mL of specially conditioned


circulating fluid; fluid temperature is
regulated at 30.0 or 37.0 C (0.2 C)

Wash Station

small container connected to a peristaltic


pump for washing the probe and
removing waste water

Waste Bottle

removable container that holds up to one


liter of waste water

Wavelengths

340, 380, 405, 510, 540, 570, and 600 nm

E-8

Specifications

Electrical Ratings and Requirements


System Input

Nominal Voltages

100 - 120 V 10% or


220 - 240 V 10%

Fuse Ratings

100 V
120 V
200 V
240 V

7 amp, T (SB)
6.25 amp, T (SB)
4 amp, T (SB)
3.15 amp, T (SB)

Power Consumption

780 VA, maximum

Electrical Requirements

dedicated line recommended

Environmental Conditions
NOTE

Ambient operating temperature shifts greater


than 3 C from the test calibration
temperature can affect test performance and
require you to recalibrate the tests.

Intended Environment

Indoor use only; altitude up to


2000 m

Ambient Operating

18.0 to 30.0 C (tests run at


37.0 C)

Temperatures

18.0 to 28.0 C (tests run at


30.0 C)
Relative Humidity

40 to 80% (maximum),
noncondensing

Storage Temperature

0.0 to 50.0 C

Installation Category

II (refer to IEC 1010-1)

Specifications

E-9

Microprocessor (CPU)
Main CPU

multiple, high-integration, 16-bit


microprocessors and numeric data coprocessor

Mass Storage

3.5-inch, hard disk drive and 3.5-inch,


double-sided, high-density, floppy disk
drive

Parallel

one parallel port for an external printer

RS-232C

three serial ports

Screen

9-inch (22.9 cm), amber on gray

System Printer

thermal printer (11.0 cm), 40 or 80


characters per line

Accuracy

2.0 nm

Bandwidth

9 nm

Detector

multichannel, silicon photodiodes

Light Source

6-volt, 20-watt, quartz-halogen lamp

Linearity

1%

Measurement

bichromatic measurement

Noise

S.D. of 8 x 10-5

Range

0.00 to 2.50 optical density (absorbance)

Reference Band

0.6 A maximum, -0.3 A minimum all


wavelengths (no cuvette)

Stray Light

less than 0.3% from all sources at all


wavelengths

Warmup Time

20 minutes from powerup

Wavelengths

340, 380, 405, 510, 540, 570, and 600 nm

Outputs

Polychromator

E-10

Specifications

Size and Weight


Depth

59.0 cm (23.2 inches)

Height

56.0 cm (22.0 inches)

Weight

72.6 kg (160.0 pounds)

Width

103.0 cm (40.6 inches)

Screen

9-inch (diagonal measure)

Characters

80 characters per line, ASCII upper and


lower case character set and some special
characters

Display Lines

24 Lines

Equipment

System Screen

Classification

LIS Communications

F-1

Appendix F LIS Communications

Page

About This Section

F-3

Interfacing with a Laboratory Information System (LIS)

F-4

Connecting the Express Plus to an LIS

F-5

Physical Interface

F-5

Software Interface

F-6

Transmitting and Receiving Data

F-7

Uploading Patient and Control Results to an LIS

F-7

Downloading a Worklist to the Express Plus

F-8

Transferring Results Incrementally

F-9

Transferring Worklists Incrementally

F-9

LIS Communications

LIS Communications

F-3

About This Section


This section provides information about interfacing a Express
Plus to a Laboratory Information System (LIS).
Proceed in this order when interfacing the Express Plus to an
LIS:
1. Complete the physical connections.
2. Power up the system.
3. Complete the system software setup.
Also refer to these manuals for information about interfacing
your Express Plus to a computer:
Express Communications Manual, written for operators and

programmers who have a Express Plus interfaced to a


Laboratory Information System (LIS) or other external devices.
Express Interface Specifications Manual, written for

programmers who will configure a Laboratory Information


System (LIS) or other external devices to interface with a
Express Plus.
Express Plus Communications Enabling Disk Instructions,

written for operators who will install the software option on


the Express Plus and configure the ports at the Options/
Communications Options screen.

F-4

LIS Communications

Interfacing with a Laboratory Information System (LIS)


The Express Plus supports three communication protocols to
transfer data between the Express Plus and an LIS. The features,
advantages, and disadvantages of each protocol are discussed in
Table F-1.
The services of a software engineer are required to implement the
selected protocol. Design specifications for the communication
protocols are included in the Express Interface Specifications
Manual.
The type of data received at the Express Plus from an LIS is
worklist information for a patient sample assay or a quality
control assay. The type of data sent from the Express Plus to an
LIS is results of a patient sample assay or a quality control assay.
Table F-1. Communication Protocols
Data Handling

LIS 2

LIS 2 Plus

LIS 3

Application

appropriate for
applications
that do not
require LIS
device
interaction with
the Express
Plus

appropriate for
applications
that do not
require LIS
device
interaction with
the Express
Plus

appropriate for
applications
that requires
LIS device
interaction with
the Express
Plus

use in an
environment
with low
transmission
errors

use in an
environment
with low
transmission
errors

Application Layer

unidirectional

unidirectional

bidirectional

Data Format

outputs data
with parameter
delimiters and
field separators

outputs data
with parameter
delimiters and
field separators

outputs data
with parameter
delimiters and
field separators

Data Link Layer

unidirectional

bidirectional

bidirectional

Error Detection
and Error
Recovery

no error
detection or
recovery

error detection
and no error
recovery

error detection
and error
recovery

Message
Acknowledgment

no

yes

yes

error detection
and recovery
allows you to
use this
protocol in an
environment
with a high
noise level

LIS Communications

F-5

Interfacing with a Laboratory Information System (LIS)


(Continued)

When implementing the protocol, consider what to do with the


data at the LIS:
Do you want to use the data for billing purposes?
Do you want to use the data to keep track of patients, systems,

quality control results, or other?


Do you want to transfer the data to another area of the

hospital, to the operating room, or to intensive care?

Connecting the Express Plus to an LIS


The interface consists of two parts:
the physical interface, which defines the hardware needed to

connect the system to the LIS


the software interface, which describes the software setup that

enables the data transfer

Physical Interface

The LIS device connects to the Express Plus through one of the
three serial RS-232 ports on the Express Plus.
NOTE

Bayer Diagnostics recommends the use of fully


shielded cables when connecting to an external
device.

The RS-232 ports on the Express Plus are standard 25-pin,


D-type, male connectors (DB-25P). The connection of the
Express Plus to an LIS device uses a standard 25-pin, D-type,
female connector (DB-25S). Pins 1, 2, 3, and 7 are enabled for
the Express Plus connection. Refer to Table F-2 for the Express
Plus pin layout.
Table F-2. Pin Layout for Enabled Pins*
Pin Number

RS-232 Signal

Protective Ground

Transmit Data

Receive Data

Signal Ground

The remaining pins are not enabled for the cable sold by
Bayer Diagnostics.

F-6

Software Interface

LIS Communications

The characteristics (parameters) of the RS-232 ports are defined


by the communications configuration. You configure the
parameters for each port at the Options/Communications
Options screen shown in Figure F-1. Refer to Table F-3 for a
list of the software interface options that show at the
Options/Communications Options screen.
Table F-3. Software Setup Options
Option

Description

Selections

Port No.

select the port number interfaced


to the LIS

1, 2, or 3

Device

select the communication protocol

LIS 2
LIS 2 Plus
LIS 3

Baud Rate

indicate the baud rate of the LIS

9600
4800
2400
1200
600
300
110

Stop Bits

select the number of stop bits the


LIS expects at the end of a
transmission

1
1
2

Parity

select the parity the LIS uses to


determine if the data transmission
is in the proper form

ODD
EVEN
MARK
NONE
SPACE

Data Bits

select the number of bits that


define a character of information

7 or 8

Xon/Xoff

does not apply

No

Enable Polling?

select to verify that the Express


Plus is still communicating with a
connected LIS 3 device

Yes or No

Transmit Results
Incrementally?

select Yes if the Express Plus will


automatically send results as they
are calculated, manually-entered, or
when received from remote devices
to a connected LIS 2 device, LIS2
Plus device, or LIS 3 device

Yes or No

LIS Communications

F-7

Transmitting and Receiving Data


The function keys available on the Options/Communications
Options screen enable you to begin transmitting or receiving
worklists and data. This section explains the function keys that
are available when you use a host computer.
The Express Plus communications package supports batch and
incremental transfers of results data for LIS 2, LIS 2 Plus, and
LIS 3 devices. The communications package also supports batch
worklist transfers that an LIS 3 device can perform. This section
briefly explains each type of data and worklist transfer.
For more information, refer to your Express Communications
Manual.

Uploading Patient and


Control Results to an
LIS

The F2 Upload Results function key on the Options/


Communications Options screen enables you to transmit patient
and Q.C. results from an Express Plus to a host computer, such
as an LIS 2, LIS 2 Plus, or LIS 3.
An upload of results consists of a series of individual sets of
results for patient and control samples, with each set including
the following:
sample identification information
demographics
all results that are available for the sample
any flags associated with each result

All results that exist in the worklist transmit to the host


computer. The Express Plus does not distinguish requests that
were locally-entered from those that were downloaded. Results
for any partially-completed requests are also transmitted. The
only requests that will not be transmitted are those without
results available.
An Express Plus can transfer batch results to any LIS device.
Results are ready for batch transfer when you press F2 Upload
Results at the Options/Communications Options screen at the
Express Plus. The system transfers all available results to the LIS
device. When an LIS 3 device requests results, the Express Plus
transfers only currently available results from downloaded and
locally-entered requests.

F-8

Downloading a Worklist
to the Express Plus

LIS Communications

LIS 3 provides two-way communication and has the ability to


transmit worklist information from the LIS to the Express Plus,
including test requests for patient and control samples.
The F1 Download Worklist function key on the Options/
Communications Options screen enables you to transmit a
worklist from the host computer to the Express Plus. This
function is available if:
a host computer is connected to the Express Plus
the host computer is a LIS 3 device
the worklist for the Express Plus is not full
the Express Plus is not assaying tests

The transmitted worklist consists of a series of requests for


patient and control samples. Each request includes sample
identification information, required tests for the sample, and any
demographics information.
Batch worklist transfers begin when you press F1 Download
Worklist at the Options/Communications Options screen at the
Express Plus. The set of samples and tests that the Express Plus
retains in memory is used to determine the worklist sent from the
LIS 3 device. You can continue to download batch worklists
until the Express Plus worklist is full.
If the Express Plus worklist is full, do not perform a batch
download. The worklist from a batch transfer is not
automatically deleted from the memory of the Express Plus;
however, you can edit the requests at the Express Plus.

LIS Communications

Transferring Results
Incrementally

F-9

Transferring incremental results allows an Express Plus to


transmit results to an LIS device if:

a result is manually-entered at the Express Plus

an Express Plus calculates a final result for an assay (all


necessary reruns are complete)

a host Express Plus receives a result from a remote Express


Plus

You can enable or disable the incremental transfer of results to


an LIS device at the Transmit Results Incrementally? screen field
at the Options/Communications Options screen. The value for
this screen field depends on the configuration of your LIS device.
Refer to the instruction manual for your LIS device for more
detailed information.
If you select Yes, the Express Plus automatically sends results as
they are calculated, manually-entered, or received from a remote
Express Plus to the LIS device. If you select No, the Express Plus
does not automatically send results as they are calculated,
manually-entered, or received from a remote Express Plus to the
LIS device.

Transferring Worklists
Incrementally

When you press START at a remote Express Plus, the system


performs a routine reagent and sample verification. After you
accept the reagent and sample loading, the remote Express Plus
requests an incremental download of the worklist if there is an
LIS 3 device connected to the remote Express Plus. If you have
a local worklist on the remote Express Plus, the set of samples
indicated to the LIS 3 device does not include any samples for
which the remote Express Plus has a request.
When the remote Express Plus requests the worklist from the
connected LIS 3 device the following occurs:

the remote Express Plus indicates to the LIS 3 device that it is


ready to receive a worklist

the remote Express Plus describes the set of samples that are
loaded, and the set of tests that it can run (determined from
the reagents that are loaded on the system)

The remote Express Plus receives a worklist of the indicated tests


and samples. Only patient and control samples can be
downloaded from the LIS 3 device (calibrators and blanks are
not included in the downloaded worklist).
After receiving worklist information from an LIS 3 device, the
remote Express Plus begins the worklist. The downloaded
requests are are automatically deleted at the end of a run on the
remote Express Plus.

LIS Communications

Relocation Instructions

G-1

Appendix G Relocation Instructions

Page

About This Section

G-3

Space and Power Requirements

G-4

Selecting the Right Location

G-4

Understanding Power Requirements

G-5

Relocating Your System

G-6

Preparing to Relocate the Express Plus

G-6

Connecting the Cables

G-9

Checking for Correct Relocation

G-10

Preparing for Operation

G-11

Checking for Correct Operation After Relocating

G-14

G-2

Relocation Instructions

Relocation Instructions

G-3

About This Section


This section explains how to relocate your Express Plus and
includes:
space and power requirements
instructions for relocating your system
relocation checklist
instructions for verifying post-relocation system operation
post-relocation operating checklist
CAUTION

Your Bayer Diagnostics Field Service Engineer


initially installs your Express Plus.
Unauthorized installation can damage your
system and void any applicable warranty or
service contract.

G-4

Relocation Instructions

Space and Power Requirements


The following paragraphs contain information about the space
and power requirements for the Express Plus. Follow these
requirements when relocating your system to a new location.

Selecting the Right


Location

WARNING

Do not operate your system in a flammable


atmosphere. Components within the system can
generate sparks that can cause an explosion.

CAUTION

Improper installation and maintenance of your


system can cause radio frequency interference
(RFI). Ensure that your Bayer Diagnostics
Field Service Engineer initially installs your
Express Plus.

Use the following guidelines to select a location for your system.


Select a location:
free of dust, drafts, vibrations, strong magnetic fields, and

temperature shifts greater than 3 C from the test calibration


temperature
where the system has its own electrical line
with adequate ventilation, and a sufficient flow of air to the

back of the system


with an ample work area. Ensure that there is at least a

2.0-inch (5.1-cm) clearance on all sides of your system. The


dimensions of the Express Plus are:
Width:

103 cm (40.6 inches)

Depth:

59.0 cm (23.2 inches)

Height:

56.0 cm (22.0 inches)

Relocation Instructions

Understanding Power
Requirements

G-5

Connect your system to a grounded, AC electrical outlet. Refer


to Table G-1 for information about power requirements and fuse
ratings.
WARNING

To avoid a shock hazard, ground the system using


a three-prong, grounded, electrical outlet. If you
use an adapter, the adapter also requires proper
grounding.
Voltages present in the Express Plus are capable
of producing severe, electrical shock. Place the
system power switch in the OFF (O) position,
and disconnect all line cords, before you replace
a fuse.

CAUTION

Connecting the system to an improperly rated


power source can permanently damage the system
and void your warranty. Ensure that your
installation location conforms to the system
voltage requirements.
Ensure that you install a correctly-rated fuse in
your Express Plus. Installing an incorrectly-rated
fuse can damage the system and void your
warranty.

Table G-1. Fuse Ratings


Voltage

Fuse Rating

100 VAC, 10% (50/60 Hz)

7.00 A, T (SB)

120 VAC, 10% (50/60 Hz)

6.25 A, T (SB)

200 VAC, 10% (50/60 Hz)

4.00 A, T (SB)

240 VAC, 10% (50/60 Hz)

3.15 A, T (SB)

NOTE

If you need to operate your system on another


voltage, call your Field Service Engineer to set
the system voltage.

G-6

Relocation Instructions

Relocating Your System


The following paragraphs explain how to relocate the system. To
relocate the system, do the following:
prepare the system for relocation
move the system, then connect the cables to the system
startup the system in the new location
CAUTION

Your Bayer Diagnostics Field Service Engineer


initially installs the system in a location that
ensures optimum operation. If you relocate the
system to another room, do not install it in a
location where there are rapid temperature
changes (in direct sunlight or near an air
conditioner). Photometer components are
affected by temperature changes, causing
unreliable and inaccurate test results.
Ambient temperature shifts 3 C from the test
calibration temperature can affect test
performance and require you to recalibrate the
tests.

Preparing to Relocate
the Express Plus

To relocate your system:


1. At the Main Menu, press F7 Diagnostics/Maintenance.
2. At the Diagnostics/Maintenance menu screen, press F2 Manual
Operations.

3. To begin the manual operations, press ENTER.


4. At the Manual Operations screen, press F2 End-of-Day, then
follow the instructions shown in the prompt area.
5. When the system completes the End-of-Day function, place
the power switch in the OFF (O) position.

Relocation Instructions

Preparing to Relocate
the Express Plus
(Continued)

G-7

6. Disconnect and remove from the system (refer to


Figure G-1):

all cables

keyboard

bar code wand (optional accessory)

Figure G-1. Preparing the System for Relocation

7. Remove the sample tray and reagent tray (refer to


Figure G-1).
BIOHAZARD

Always wear gloves when you remove the


cuvette waste drawer or discard the biohazard
liner from the cuvette waste drawer.

8. Open the front panel, then remove the distilled water bottle,
the waste bottle, and the cuvette waste drawer (refer to
Figure G-2).
Figure G-2. Removing the Bottles and Cuvette Waste Drawer

G-8

Preparing to Relocate
the Express Plus
(Continued)

Relocation Instructions

9. Insert the caps into both vent holes for the water bath.
(Vent holes are located to the right of the digital diluter,
and one vent hole is open (uncapped) during normal
operation.) Refer to Figure G-3.
Figure G-3. Installing Caps in the Water Bath Vent Holes

10. Move the system to the new location.

Relocation Instructions

Connecting the Cables

G-9

After you relocate the system, connect the system cables:


WARNING

To avoid a shock hazard, ground the system


using a three-prong, grounded, electrical outlet.
If you use an adapter, the adapter also requires
proper grounding.

CAUTION

Connecting the system to an improperly rated


power source can permanently damage the
system and void your warranty. Ensure that
your installation location conforms to the system
voltage requirements.

1. Place all power switches in the OFF (O) position.


2. Connect the system cables (refer to Figure G-4).
3. Connect the keyboard cable and the optional bar code wand
to the system (refer to Figure G-1).
Figure G-4. Connecting the Cables

G-10

Relocation Instructions

Checking for Correct Relocation


Use this checklist to ensure that you correctly relocated your
system:
(

The system is relocated in an area free of dust, drafts,


vibrations, strong magnetic fields, and sudden
temperature changes.

The system is connected to a dedicated power line using


a three-prong, grounded, electrical outlet.

The system is connected to a properly-rated power


source.

Sufficient space exists for proper ventilation and the


minimum space requirements are met.

Correctly-rated fuses are installed in the fuseholder.

The keyboard cable is connected.

The bar code wand is connected.

All other system cables are properly connected.

Relocation Instructions

G-11

Preparing for Operation


After you connected the cables, as described in the Connecting
the Cables procedure, power up the system and verify correct
operation:
1. Remove the cap from one of the water bath vent holes
located to the right of the digital diluter (ensure that the
second hole remains capped).
2. Place the power switch in the ON (I) position (refer to
Figure G-4).
The system automatically performs the startup diagnostics. If
the system detects an error (shown on the system printer), the
system stops operating at the end of the startup diagnostics.
When the startup diagnostics successfully complete, the
system shows the Startup screen.
3. Install the reagent tray on the reagent transport, then install
the reagent cover (refer to Figure G-5).
Figure G-5. Installing the Reagent Tray

G-12

Relocation Instructions

Preparing for Operation (Continued)


4. Load at least five sample cups on the sample tray.
5. Moisten the blue felt ring from the sample tray cover using a
laboratory wash bottle and distilled water.
If the felt ring leaves visible water droplets on the tray, it is
too wet. Lightly blot excess moisture from the felt.
6. Install the sample tray on the system, then install the sample
tray cover.
BIOHAZARD

To prevent contaminating yourself and other


laboratory personnel, treat all waste material as
potentially pathogenic.
To avoid a potentially biohazardous condition,
wear gloves when you remove the cuvette waste
drawer or the biohazard liner.

7. Open the front panel, then remove the distilled water bottle,
waste bottle, and cuvette waste drawer (refer to Figure G-6).
8. Fill the distilled water bottle with fresh, distilled water.
9. Safely discard any waste water from the waste bottle.
Figure G-6. Replenishing the Supplies

Relocation Instructions

G-13

Preparing for Operation (Continued)


10. Install the distilled water bottle and the waste bottle in the
system.
11. If used cuvettes are in the cuvette waste drawer, remove the
biohazard liner from the drawer, then discard the liner (refer
to Figure G-6).
12. Install a clean biohazard liner in the cuvette waste drawer,
then install the cuvette waste drawer and close the front
panel (refer to Figure G-6).
13. Install clean cuvettes in the cuvette feeder (refer to
Figure G-6).
14. Ensure that there are at least five cuvettes in the cuvette
preheater row, then press ENTER.
15. At the Main Menu screen, press F7 Diagnostics/Maintenance.
16. At the Diagnostics/Maintenance menu screen, press
F2 Manual Operations.
17. At the Manual Operations screen, press ENTER.
The system homes the probe and transports.
18. Press F1 Start-of-Day.
The system primes the digital diluter and initializes other
system components.
19. When the Start-of-Day functions complete, press EXIT twice
to return to the Main Menu.
NOTE

You can select any of the Express Plus programs


at this point, but you cannot run tests until the
status is Ready (about 20 minutes from when you
power up the system).

G-14

Relocation Instructions

Checking for Correct Operation After Relocating


Use this checklist to ensure that your system is operating
correctly following the relocation:
(

The water bath vent holes are capped correctly (one vent
open, one vent capped).

The system power switch is in the ON (I) position.

The system successfully performed the startup


diagnostics.

The reagent tray and reagent cover are installed.

There are at least five sample cups on the sample tray,


and the sample tray and the sample cover are installed in
the system.

There is fresh, distilled water in the distilled water bottle


and the bottle is installed in the system.

The waste bottle is empty and installed in the system.

There is a clean biohazard liner installed in the cuvette


waste drawer and the drawer is installed in the system.

The system successfully performed the Start-of-Day


functions.

Index-1

Index
A
Absorbance (see also Response),
A-1
bichromatic, 3-9, A-1
blank, 7-13
calculating, 2-20, 3-63-8,
3-133-16
checks, 3-8, 3-10, 3-11
corrected, 3-8, 3-9
differences, 3-9
flags (errors), 3-10, 3-15, 3-29,
3-30, 6-396-41, 7-19, 7-20,
7-417-43, 8-15, 10-45, 10-47,
10-49, 10-50, 10-51,
10-6110-63
high (see also Absorbance
Limits), 6-35
blank, 3-8
primary, 3-10
secondary, 3-10
limits, 3-10, 3-11, 3-15, 4-42, 4-44,
5-14, 10-45, 10-49, 10-50,
10-51, 10-61, 10-62
low (see also Absorbance
Limits), 6-35
blank, 3-8
primary, 3-10
secondary, 3-10
monochromatic, 3-9, 3-10
range, E-8
reported, 7-41
readings, 3-8, 3-9
sample blank, 3-9
zero, 3-6, 3-7
Accessories (see also Software
Options), A-1, D-3D-6
bar code, 2-4, 2-30, 6-14, 6-16, C-8,
D-5
documents for, 1-9, 5-6, C-8
external printer, 2-30, 6-47, C-8,
D-5
ordering, C-8
Test Scheduler (bar code chart),
2-4, 6-14, 6-16, C-8, D-5
Actual,
C.V., 4-28, 7-33, 7-35, 7-37, 7-38,
9-9
Mean, 4-28, 4-30, 7-33, 7-35, 7-37,
7-38
S.D., 4-28, 4-30, 7-33, 7-35, 7-37,
7-38
Age, Patient, 4-9, 6-20
Aligning,
lamp, 9-28
probe tip, 9-31
Alphanumeric Keys, 2-25, A-1
Alternating Current, 1-7
Alphanumeric Keys, 2-25, A-1

Alternating Current, 1-7


ALT Key, 2-27
Analyzer (see System)
Array, Diode, 2-20, 2-40
Aspiration,
position, 2-37, 2-38
tip, 2-15, 2-16, 2-372-39
Assay (see Test)
Automatic,
printing of results, 5-8
reruns, 2-5, 3-19, 3-31, 3-32,
3-36, 4-46, 6-34, 6-35, 6-40
sample dilution, 2-5, 3-31, 3-32,
6-34, 6-35, 6-40
test shutdown, 3-36, 4-52, 5-6,
A-1

B
Backing Up, 9-4
calibration files, 4-494-51,
9-459-48
data files, 4-494-51, 5-375-40,
9-459-48
definitions, 9-45
patient results, 9-45
program files, 4-51, 9-459-48
Q.C. databases, 4-51, 5-38, 5-39,
9-459-48
system calibrations, 4-51,
9-459-48
worklist data, 9-45
BACKSPACE (DELETE) Key,
2-27, 6-7, 6-46
Bar Code, 2-3, A-1
accessories, 2-4
blank, 4-39, 4-40, 5-34
calibrator, 4-38, 4-40, 5-19, 5-31
control, 4-37, 4-40, 5-20, 5-29
features, 2-4
fluid (1 or 2), 4-42, 5-17, 5-18
labels, 6-23, 6-26, C-7, C-8, D-5
profile, 4-36, 4-45, 5-25
reader failure, 10-19
reagent, 4-40, 5-17, 6-23, 6-26, 6-27
diluent, 4-45
scanner, 2-4, 2-10, 2-22, 2-23,
2-37, 6-30, A-1, E-5
test, 4-47, 5-14, 5-15, 5-18, 5-19
wand (hand-held), 1-7, 2-4, 2-22,
2-24, 2-30, 6-14, 6-16, A-1,
C-8, D-5, E-3, G-7, G-9
cables, G-7, G-9
Batch Testing, 6-16
Bayer Diagnostics, Contacting, C-3
C-4
Bichromatic Absorbance, 3-9, 3-13,
A-1
Biconvex Lens, 2-20, 2-21, 2-40
Bin, Cuvette (see Cuvette
Waste Drawer )

Index-2

Index (Continued)
Biohazard,
liner, 2-18, 2-19, 6-53
warning, 1-5, 1-7, A-1, B-2, B-3,
B-5
Blanked Linear Curve Type, 3-17,
3-20, 3-28
reblanking, 3-20, 3-30, 4-9, 4-15,
4-17, 4-18, 4-20, 6-15, 6-17,
6-18, 7-7, 7-8, 7-107-13
Blanks (see also Zero Calibrator), 3-8,
3-17, 3-28, 4-9, 6-29
absorbance, 7-13
bar codes, 4-39, 4-40, 5-34
defining, 4-34, 4-39, 4-40, 5-11,
5-335-35
erasing, 4-34, 5-33, 5-35
limits (see Absorbance, Limit)
modifying, 4-34, 5-11, 5-335-35
reruns, 3-31, 3-32, 6-34
sample, 3-9, 6-18
scheduling in worklist, 2-30, 6-18
storing, 5-34, 5-35
Bottle,
distilled water, 2-12, 2-13, 2-37,
2-38, 6-5, 6-12, 6-53, 10-29,
A-3, C-5, E-4
reagent, 2-10, 2-38, 4-45, 6-23,
6-27, 6-51, E-5
special, 4-40, 4-45, 4-47
types, 2-37, 4-40, 4-47, 5-17, 6-27
waste, 2-13, 2-37, 2-38, 6-5, 6-13,
6-38, 6-53, 10-43, A-9, C-5,
E-6

C
Cables, 10-68, B-1, G-7, G-9
bar code wand, G-7, G-9
communication, 2-31,
10-1910-21, 10-27, 10-41,
10-5410-57, 10-59, 10-68, F-5
external printer, 10-30, C-5
keyboard, 10-31, 10-67, G-9
power (line), 9-5, 9-25, 9-30,
10-66, C-5, G-5, G-7, G-9
Calculations,
absorbance, 2-20, 3-63-8,
3-133-16
calibration curve, 3-173-27, 7-10,
7-12, 7-13, 7-15, 7-18
factors, 3-28, 7-17
nonlinearity, 3-13, 3-14
noise, 3-133-15
normalizing slope, 3-26
polychromatic, 3-8

precision (system), 4-58,


4-59, 9-9, 9-10
Q.C. statistical, 3-40, 4-28,
4-29, 7-33
rates, 3-22
reblanking (see also
Reblanking), 3-20, 7-10
response values (delta
absorbance), 3-13, 3-15,
3-16, 7-17, 7-41
results, 2-40, 3-11, 4-48
sample blank, 3-9
Calibration,
curve (see Calibration Curve)
data (see Calibration Curve;
Calibration Data Program)
failures, 3-30
files,
backing up, 9-459-48
restoring, 9-499-51
flags (errors), 3-29, 7-177-20
intervals, 4-35, 4-40, 4-44, 7-7
last, 4-17
methods, 3-173-27
parameters (see Calibration
Curve)
probe tip, 4-57, 4-62, 9-319-35,
10-42, 10-43
run-time report, 7-177-20
scheduling, 6-17, 6-18, 7-12, 7-13
status (see Calibration Status)
system,
backing up, 4-51, 9-459-48
restoring, 4-51, 9-499-51
Calibration Curve (see also
Calibration Data Program;
Calibrators), 4-15, 7-13
accepting, 4-15, 7-14, 7-15
calculations (see Calculations)
data (see also Calibration Data
Program), 3-173-27, 4-17,
7-17
editing, 4-15, 7-14, 7-15
erasing, 4-15, 7-14, 7-15
expired (see also Calibration
Status), 6-18, 7-16
failure, 3-30, 10-45, 10-47
flags (error), 3-27, 3-29, 3-30,
3-32, 7-177-19, 10-46,
10-6110-63
invalid, 3-19, 4-15, 4-20, 7-13,
7-14, 7-15, 10-46
linear, 3-173-21, 3-28, 6-17, 6-18
messages, 3-23, 3-25, 3-26, 4-18,
10-61, 10-63
nonlinear, 3-223-25, 6-17

Index-3

Index (Continued)
normalizing, 3-26, 4-15, 4-17, 4-20,
6-15, 7-11, 7-12, 7-13
parameters (see also Calibration
Data Program), 4-16, 4-17,
4-18, 7-7, 7-11
qualitative, 3-27, 3-28
quantitative, 3-223-25
reblanking, 3-20, 3-30, 4-9, 4-15,
4-17, 4-18, 4-20, 6-15, 7-1, 7-2,
7-5, 7-7, 7-8, 7-10, 7-11, 7-12,
7-13
recalculating, 4-15, 7-14, 7-15
rejection, 4-18
reviewing, 7-10, 7-11
rerunning, 4-15, 7-14, 7-15
S.D., 3-19, 3-23, 4-16, 7-17, 10-61
status (see Calibration Status)
stored, 7-13
type, 3-28, 4-16
linear, 3-173-21, 3-28, 6-17,
6-18
nonlinear, 3-223-25, 6-17
qualitative, 3-27, 3-28
quantitative, 3-223-25, 3-28
waiving an expired, 7-16, 10-47
Calibration Data Program, 2-35,
4-144-20, 7-1, A-1
data, 4-17, 7-14
Data screen, 4-15
concentrations, 4-16
data, 4-17
error, 4-17
functions, 4-15, 7-15
replicate S.D., 4-19
responses, 4-17
map, 4-14
features, 7-5
fields, 4-164-19
functions, 4-15
Parameters screen, 4-154-19
curve parameters, 4-164-18
curve S.D., 4-16
functions, 4-15
status, 4-164-18, 4-20
status (see also Calibration Status),
reviewing, 6-15, 7-107-12
Calibration Status, 4-16, 4-20, 6-15,
6-27, 7-107-12, 7-17, 10-44
current, 4-20, 6-15, 7-15, 10-45
expired, 4-15, 4-20, 6-28, 7-15,
7-16, 10-45
incomplete, 4-15, 4-20, 7-12, 7-14,
7-15, 10-45
in process, 4-20, 10-46
invalid, 3-19, 4-15, 4-20, 6-40,
7-13, 7-14, 7-15, 10-46
locked, 10-46
none, 4-20, 7-12, 10-46

normalized, 3-26, 4-15, 4-17, 4-20,


6-15, 7-11, 7-12, 7-13, 10-46
reblanked, 4-18, 4-20, 6-15, 7-12,
7-13, 10-47
reviewing, 6-15, 7-107-12
scheduled, 4-20, 7-12, 10-47
waived, 7-16, 10-47
Calibrators, 7-7, 7-8
bar code, 4-38, 4-40, 5-19, 5-31
concentrations, 4-16, 4-38, 4-40,
6-18, 7-8, 7-17
defining, 4-34, 4-35, 4-38, 4-44,
5-305-32, 6-18, 7-8
erasing, 4-34, 5-30
modifying, 4-34, 5-11, 5-30, 5-32
name, 4-40, 7-17
normalizers, 7-8, 7-13
replicates, 4-44, 7-7, 10-63
rerunning, 6-34, 7-12, 7-19, 7-20
response, 7-17
run-time/error log, 5-8, 7-17
scheduling, 2-30, 6-17, 6-18, 7-13,
7-15, 7-18, 10-47
test-specific, 6-17, 6-18
multi-test, 6-17, 6-18
selecting, 5-305-32
zero, 3-8, 3-28, 7-13, 7-20
CANCEL Key, 2-27, 2-33, 5-7, 5-16,
6-7
CAPS LOCK Key, 2-27
Carryover, Reagent, 2-5, A-1
Caution, 1-5, A-1, B-4
Central Processing Unit (CPU),
2-23, 2-40, A-2, E-8
Changing (see Editing or Modifying)
Checks, Absorbance, 3-8, 3-10, 3-11
Cleaning,
digital diluter syringe, 9-4,
9-209-24, 10-28
end-of-day, 6-6, 6-516-53
fan filters, 9-4, 9-13, 9-14
probe tip, 9-4, 9-7, 9-9, 10-43
system, 6-53, 9-6
cabinet, 9-4, 9-6
screen, 9-4, 9-6
tubing, 9-4, 9-9, 9-11, 9-12
Clock, System, 5-5, 5-6, 6-11, A-9
Coefficient of Variation (C.V.), 7-33,
7-35, 7-37, 7-38, 9-9, 9-10
Collated Patient Reports (see
Reports)
Communications (see also
Laboratory Information
System),
cables, 2-31, 10-1910-21, 10-27,
10-41, 10-5410-57, 10-59,
10-68, F-5

Index-4

Index (Continued)
documents, 1-9, 2-31
errors, 8-218-23, 10-5310-59
fields, 4-524-56
options, 4-49, 4-50
ports, 2-23, 4-54, 10-53, 10-56,
10-58, 10-68, A-2, F-5
protocols, F-4
software option, 2-31, 4-49, 4-56,
5-6, C-8, D-6, F-1
Status screen (see also Status
Program), 8-5, 8-20
fields, 8-218-23
messages and errors, 8-21, 8-23,
10-5310-59
subsystem, 2-22, 2-23, A-2
components, 2-23
Components,
communication subsystem,
central processing unit (CPU),
2-23, 2-40, A-2, E-8
hard disk drive, 2-23, A-4
ports, 2-23, A-2
reagent bar code scanner, 2-4,
2-10, 2-22, 2-23, 2-37, 6-30,
A-1, E-5
cuvette subsystem,
biohazard liner, 2-18, 6-13, 6-53
edge detector, 2-17, 2-39
feeder, 2-17, 2-39, 6-13, E-3
magazine, 2-17, 6-13, A-2, E-3
preheater, 2-17, E-3
strips, 2-17, 2-39, 2-40, A-2
track, 2-17, 2-39, 2-40, A-2, E-4
waste drawer, 2-18, 2-40, 6-13,
6-53, A-2, E-4
fluid subsystem,
digital diluter, 2-13, 2-14, 2-37,
2-38, 2-39, A-3, E-4
distilled water bottle, 2-13, 2-37,
2-38, 6-5, 6-12, 6-53, 10-29,
A-3, C-5, E-4
in-line filter, 2-12, 2-37, 2-38,
9-18, 9-19
peristaltic pumps, 2-12, 2-37,
2-38, 9-15
probe, 2-15, 2-16, 2-37, 2-38,
2-39, A-6
solenoid valve, 2-13, 2-14, 2-37,
2-38
syringe, 2-13, 2-14
wash station, 2-12, 2-37, 2-38,
E-6
waste bottle, 2-13, 2-37, 2-38,
6-15, 6-13, 6-38, 6-53, 10-43,
A-9, C-5, E-6
water bath, 2-13, 2-38, A-9, E-6
operation, 2-8, 2-372-40
photometer subsystem,
photometer board, 2-20, 2-21,
2-40

photometer optics, 2-20, 2-21,


2-40
reagent subsystem,
reagent bottle, 2-10, 2-38, 4-45,
6-23, 6-27, 6-51, E-5
reagent transport, 2-10, 2-37,
A-7, E-5
reagent tray, 2-10, 2-37, 2-38,
6-23, 6-256-27, A-7, E-5
reagent tray cover, 2-10, 6-23,
6-256-27
sample subsystem,
sample transport, 2-9, 2-37, A-8,
E-5
sample tray, 2-9, 2-10, 2-11,
6-16, 6-24, 6-256-27, A-8,
E-6
sample tray cover, 2-9, 2-10,
2-11, 6-16, 6-24
user interface subsystem,
floppy disk drive, 2-25, 2-26,
A-3
keyboard, 1-7, 2-252-29, A-4,
E-4
paper advance key, 2-25, 2-28,
6-8, 6-9, A-5
screen, 2-25, 2-32, A-8
system keys, 2-25, 2-28, 2-29,
6-8, 6-9, A-9
system printer, 2-25, 2-28, 5-8,
A-9, E-6
COMPOSE Key, 2-27
Concentrations, Calibrator, 4-16,
4-38, 4-40, 6-18, 7-8, 7-17
Control Rules,
combination, 3-35
evaluation, 7-21, A-2
flowchart, 3-36
Q.C. statistics, 3-40
sample interpretation, 3-373-39
summary of, 3-33
1-2s, 3-34
1-3s, 3-34
2-2s, 3-34
4-1s, 3-34
10x, 3-35
Control(s),
bar code, 4-37, 4-40, 5-29
defining, 5-16, 5-20, 5-21,
5-275-29
erasing, 4-34, 5-16, 5-20, 5-21,
5-275-29
flags, 6-35
modifying, 4-34, 5-11, 5-275-29
scheduling, 2-30
selecting, 5-20, 5-21, 5-27, 5-29,
7-217-23
specifications, E-3
Convex Lens, Plano, 2-20, 2-21, 2-40
Copying Data (see Backing Up)

Index-5

Index (Continued)
Cord, Power (see Cables)
Correcting Absorbances, 3-8, 3-9
CPU (Central Processing Unit),
2-23, 2-40, A-2, E-6
CTRL Key, 2-27
Cumulative Statistics (see
Q.C. Statistics)
Cup, Sample, 2-38, 6-16, A-8, E-4,
E-5
Current,
alternating, 1-7
dark, 3-7, 3-8
sample, 3-7, 3-8
zero, 3-6, 3-7, 3-8
Current (Curve Status), 4-20, 6-15,
7-12, 7-15, 10-45
Cursor, 2-32, 2-33, A-2
Cursor Keys, 2-26, 2-33, 6-7, A-2
Curve (see Calibration Curve),
data (see Calibration Curve;
Calibration Data Program)
status (see Calibration Status)
Cuvette,
biohazard liner, 2-18, 6-13, 6-53
edge detector, 2-17, 2-39
feeder, 2-17, 2-39, 6-13, E-3
handling system, 2-18
magazine, 2-17, 6-13, A-2, E-3
preheater, 2-17, E-3
strips, 2-17, 2-39, 6-13, A-2, E-3
subsystem components, 2-17, 2-39
track, 2-17, 2-39, 2-40, A-2, E-4
waste drawer, 2-18, 2-40, 6-13,
6-53, A-2, E-4
C.V. (Coefficient of Variation), 7-33
7-35, 7-37, 7-38, 9-9, 9-10

D
Dark Current, 3-7, 3-8
Data (see also Patient Results
Program; Results),
calibration (see also Calibration
Data Program), 3-173-27,
4-17, 7-14, 7-15, 7-17
DAU Applications Guide,
1-8
files, 4-494-51, 5-375-40
backing up, 4-51, 5-375-40,
9-459-48
restoring, 4-51, 9-499-51
management, 2-6, 2-7
quality control (Q.C.) (see also
Q.C. Statistics Program),
2-7

selection, 3-11
outlier rejection, 3-11, 3-12
substrate depletion, 3-9, 3-11
storage specification, E-4

Default Printer, 5-8


Definitions,
backing up, 9-459-48
restoring, 9-499-51
storing, 5-23
Definitions Program, A-3
blanks,
defining, 4-34, 4-39, 4-40, 5-11,
5-335-35
erasing, 4-34, 5-33, 5-35
features, 5-33
functions, 4-39
modifying, 4-34, 5-335-35
screen, 4-39, 5-33
selecting, 5-335-35
Selection screen, 4-39, 5-34
storing, 5-34, 5-35
calibrators,
concentrations, 4-35, 4-38, 5-31,
7-7
defining, 4-34, 4-35, 4-38, 4-43,
5-11, 5-305-32, 6-18, 7-8
erasing, 4-34, 5-30, 5-32
features, 5-30
functions, 4-38
modifying, 4-34, 5-305-32
screen, 4-38, 5-30
selecting, 5-305-32
storing, 5-32
controls,
control limits, 4-37, 5-28, 5-29
defining, 4-34, 5-11, 5-16, 5-20,
5-21, 5-275-29
erasing, 4-34, 5-27, 5-29
features, 5-27
functions, 4-37
modifying, 4-34, 5-275-29
screen, 4-47, 5-27
selecting, 5-20, 5-21, 5-27, 5-29,
7-217-23
storing, 5-28
features, 4-32
fields, 4-404-48
map, 4-33
profiles,
defining, 4-34, 5-11, 5-245-26
erasing, 4-34, 5-245-26
features, 5-24
functions, 4-36
modifying, 4-34, 5-245-26
screen, 4-36, 5-24
selecting, 5-24, 5-26
selection, 4-36, 5-25
storing, 5-26
tests,
assay order, 4-34, 4-35, 4-48,
5-11, 5-16, 5-18
calibrator concentrations, 5-11,
5-16, 5-19, 7-8, 7-9
controls, 5-11, 5-16, 5-20, 5-21,
7-217-23

Index-6

Index (Continued)
defining, 4-34, 5-115-13,
7-7
erasing, 4-34, 5-115-13,
5-23
features, 5-12
functions, 4-34
modifying, 4-34, 5-115-13
parameters, 4-34, 4-35,
5-11, 5-145-23, 7-7, 7-8, 7-22
QCSystems, 4-35, 5-11, 5-16,
5-22, 5-23, 7-24
reagents, 5-11, 5-16, 5-17
selecting, 5-12, 5-23
storing, 5-23
type, 5-16
DELETE Key (BACKSPACE), 2-27,
6-7, 6-46
Deleting (see Erasing)
Demographics (see Patient,
Demographics)
Depletion, Substrate, 3-9, 3-11
Diagnostics, 2-34
Diagnostics/Maintenance Program,
4-4, 4-574-63, A-3
features, 4-57
functions, 4-58, 4-59
start-of-day, 4-58, 6-116-13
map, 4-57
screens,
Lamp Alignment, 4-60
Precision Check, 4-59, 9-89-10
Probe Tip Calibration, 4-62
System Version, 4-61
Digital Diluter, 2-13, 2-37, 2-38, 2-39,
A-3, E-4
adjusting, 9-22, 9-40
cleaning, 9-4, 9-209-24, 10-28
priming, 9-19, 9-41
replacing,
syringe, 9-369-41
tubing, 9-379-41
removing air from tubing, 9-41
Diluent,
reagent, 4-40, 4-42, 4-45, 4-46, 5-17
sample, 4-47, 5-17
bar code, 5-17
bottle type, 4-40, 4-45, 4-47, 5-17
volume, 4-42, 4-47, 5-17, E-4
Diluter (see Digital Diluter)
Dilution, Sample,
automatic, 2-5, 3-31, 3-32, 3-36,
6-34, 6-35, 6-40
manual, 2-6, 6-36
parameters, 2-5
ratios, 2-5, 5-17, 6-34
Diode Array, 2-20, 2-40
Disk Drive, 2-22, 2-23, 2-25, A-4
Disk, Floppy, 2-25, 2-26, A-3
format, 4-51, 5-38

Disk Options Screen, 4-31


backup,
data files, 4-51, 5-38
program files, 4-51, 5-38
system calibrations, 4-51, 5-38
format floppy disk, 4-51
restore,
data files, 4-51, 5-42
system calibrations, 4-51, 5-42
Dispense Volume, E-4
Distilled Water Bottle, 2-12, 2-13,
2-37, 6-5, 6-12, 6-53, A-3, C-5,
E-4
Documents, Reference, 1-8

E
Edge Detector, Cuvette, 2-17, 2-39
Editing,
blanks, 4-34, 5-11, 5-33, 5-35
calibration curve, 4-15, 7-14, 7-15
calibrators, 4-34, 4-35, 5-11,
5-305-32
controls, 4-34, 5-27, 5-29
profiles, 4-34, 5-11, 5-245-26
requests, 6-46
sample results, 6-46
tests, 4-34, 5-115-13, 5-23
Electrical,
ratings, E-7
requirements, E-7
End-of-day,
cleaning, 6-6, 6-52, 6-53
procedures, 6-516-53
Endpoint Test, 3-11, 3-12, 3-15, 5-16
response, 3-21
ENTER Key, 2-33, 6-7
Environmental Conditions, E-7
Erasing,
calibration curve, 4-15, 7-14, 7-15
definitions,
blanks, 4-34, 5-33, 5-35
calibrators, 4-34, 5-30, 5-32
controls, 4-34, 5-27, 5-29
profiles, 4-34, 5-245-26
tests, 4-34, 5-115-13, 5-23
normalized curve, 3-24
stored worklist, 6-14, 6-15
Error Conditions, 10-6410-67
Errors (see also Messages; Flags),
communications, 8-21, 8-23,
10-5310-59
correcting during a run, 6-37,
6-38, 10-65
fatal disk, 10-70
flags (see Flags)
reagent status, 10-4410-47

Index-7

Index (Continued)
run-time, 10-510-10, 10-6010-63
sample status, 10-4810-51
status, 10-510-10
system details status, 10-1910-43
EXIT Key, 2-33, 6-7
Expected,
C.V., 7-33, 7-35, 7-37, 7-38, 9-9
Mean, 4-29, 4-30, 5-20, 5-21, 7-22,
7-23, 7-33, 7-35, 7-37, 7-38
S.D., 4-29, 4-30, 7-33, 7-35, 7-37,
7-38
Expired (Curve Status) (see also
Calibration Status), 6-27,
7-16
External Printer, 2-30, A-3, C-5,
D-5, E-4
cables, 10-30, C-5
documents for, 1-9, 2-30

F
Factors, Calculation, 3-28, 7-17
Failure,
bar code reader, 10-19
calibration curve, 3-30, 10-45,
10-47
normalization/reblanking, 3-30
power, 10-68, 10-69
waste pump, 6-12
Fan Filters,
cleaning, 9-4, 9-13, 9-14
Fatal Disk Error, 10-70
Files, Calibration (see Calibration,
Files)
Filters,
fan, 9-4, 9-13, 9-14
in-line, 2-12, 2-37, 2-38, 9-18, 9-19
Fixed Function Keys, 2-33, 6-7
Flags (errors),
absorbance, 3-10, 3-15, 3-29, 3-30,
6-396-41, 7-19, 7-20,
7-417-43, 8-15, 10-45, 10-47,
10-49, 10-50, 10-6110-63
automatic rerun and dilution,
6-34, 6-35
calibration, 3-29, 7-177-20
calibration curve, 3-27, 3-29, 3-30,
3-32, 7-177-19, 10-46,
10-6110-63
data selection, 3-11, 3-12
run-time report, 6-40, 6-41,
7-417-43, 10-6010-63
Floppy Disk Drive, 2-25, 2-26, A-3
Fluid,
bar code, 4-42, 5-18
subsystem components, 2-122-15,
2-372-39
wash, 5-17
Fluid-level Detector Wire, 2-15,
2-37, 2-38

Function Keys, 2-26, 2-27, A-4


Function Key Zone, 2-34
Fuse, 1-7
hazards, 9-30
ratings, 9-30
replacing, 9-30, 9-31

H
Hard-disk Drive, 2-23, A-4
Heading, Report, 5-8
HELP Key, 6-7, 8-3
Help Program, 2-36, 4-3, 8-3, 8-4,
A-4
features, 8-3
operating, 8-3
screen example, 8-4
selecting, 8-3
High Absorbance (see Absorbance,
High; Absorbance, Limits)

I
Incomplete (Curve Status), 4-15,
4-20, 7-12, 7-14, 7-15, 10-46
In-line Filter, 2-12, 2-37, 2-38, 9-18,
9-19
In Process (Curve Status), 4-20,
7-12, 10-46
Interface Protocols,
documents for, 1-9
Interval,
calibration, 4-35, 4-40, 4-44, 7-7
normalization, 7-7
reblanking, 7-7
Invalid (Curve Status), 3-19, 4-15,
4-20, 6-40, 7-13, 7-14, 7-15,
10-46

K
Keyboard, 1-7, 2-252-29, A-4, E-4
cables, 10-31, 10-67, G-9
Keys,
alphanumeric, 2-25, A-1
ALT, 2-27
BACKSPACE (DELETE), 2-27,
6-7, 6-46
CAPS LOCK, 2-27
COMPOSE, 2-27
CTRL, 2-27
cursor, 2-26, 2-33, 6-7, A-2
DELETE (BACKSPACE), 2-27,
6-7, 6-46
fixed-function, 2-33, 6-7
SELECT, 1-6, 2-33, 6-7
ENTER, 2-33, 6-7
EXIT, 2-33, 6-7

Index-8

Index (Continued)
CANCEL, 2-27, 2-33, 5-7, 5-16,
6-7
MAIN MENU, 2-33, 4-3, 6-7
TAB, 2-27, 2-33
function (F1F8), 2-26, 2-27, A-4
HELP, 6-7
paper advance, 2-25, 2-28, 6-8, 6-9,
A-5
PAUSE (see System Keys)
PRINT, 6-7, 6-22, 7-36
PRINT SCRN, 6-7
SHIFT, 2-27
START (see System Keys)
STATUS, 6-7, 6-37
STOP (see System Keys)
system, 2-25, 2-28, 2-29, 6-8, 6-9,
A-9
PAUSE, 2-29, 6-8, 6-9
START, 2-29, 6-8, 6-9, 6-30,
6-38
STOP, 2-29, 6-8, 6-9
Kinetic Tests, 3-11, 3-13, 3-14, 5-16

L
Labels, Bar Code, 6-23, 6-26, C-7,
C-8, D-5,
Laboratory Information System (LIS),
F1F9
communications protocols, F-4
connecting, F-5, F-6
physical interface, F-5
software interface, F-6
data,
receiving, F-7
transferring,
incremental results, F-9
worklists, F-9
transmitting, F-7, F-8
documents for, F-3, F-4
Lag Time, 5-17, A-4
Lamp,
adjusting, 9-28, 9-29
aligning, 4-60, 9-28, 9-29
assembly, 9-27
quartz-halogen, 2-20, 2-40
replacing, 9-269-29
Lens,
biconvex, 2-20, 2-21, 2-40
plano convex, 2-20, 2-21, 2-40
Levey-Jennings (see Q.C. Statistics
Program)
Lifetime,
C.V., 4-29, 7-33, 7-37, 7-38
Mean, 4-29, 5-21, 7-23, 7-33, 7-37,
7-38
S.D., 4-29, 4-30, 7-33, 7-37, 7-38
Light Source (see Lamp)
Limits, Absorbance (see
Absorbance, Limits)

Linear Curve Type, 3-173-21,


3-28, 6-17, 6-18
blanked, 3-17, 3-20, 3-28
enzyme, 3-21, 3-28
limited, 3-21, 3-28
Line Cord, 9-5, 9-25, 9-30, 10-66,
C-5, G-5, G-7, G-9
Liner, Biohazard (see Biohazard
Liner)
LIS (see Laboratory Information
System)
Load Alternate Program, 4-4,
4-64, A-4
features, 4-64
map, 4-64
Loading,
reagent tray, 6-23, 6-25, 6-26, 6-27
sample tray, 6-24, 6-25
single samples, 6-31, 6-32
stats, 6-31, 6-32
Locked (Curve Status), 10-46
Log,
calibrator control, 5-8, 7-41, 10-60
error, 5-8, 7-41, 10-60
maintenance, 9-4
result, 5-8, 7-41, 10-60
trouble, 10-3
Low Absorbance (see Absorbance,
Low; Absorbance, Limits)

M
Main Menu, A-4
key, 2-33, 4-3, 6-7
map, 4-5, 4-6
Maintenance Tasks, Corrective,
9-259-51
backing up files, 9-459-48
calibrating the probe tip,
9-319-35
filling the water bath, 9-42, 9-43
hazards, 9-25
replacing,
digital diluter syringe, 9-369-41
fuses, 9-30, 9-31
lamp, 9-269-29
printer paper, 9-44, 9-45
probe tip, 9-319-35
resetting the system, 9-51
restoring files, 9-499-51
Maintenance Tasks, Preventive,
9-49-23
cleaning,
digital diluter syringe, 9-4,
9-209-24, 10-28
fan filters, 9-4, 9-13, 9-14
probe tip, 9-4, 9-7, 9-9, 10-43
screen, 9-4, 9-6
system cabinet, 9-4, 9-6

Index-9

Index (Continued)
system tubing, 9-4, 9-9, 9-11,
9-12
hazards, 9-5
precision check, 4-58, 4-59,
9-89-10
replacing,
in-line filter, 9-18
wash pump tubing, 9-159-17
waste pump tubing, 9-159-17
Manual,
dilutions, 2-6, 6-36
reruns, 2-6, 6-36
Map (see Software Map)
Mean,
actual, 4-28, 4-30, 7-33, 7-35, 7-37,
7-38
establishing, 5-26
expected, 4-29, 4-30, 5-20, 5-21,
7-22, 7-23, 7-33, 7-35, 7-37,
7-38
lifetime, 4-29, 5-21, 7-23, 7-33,
7-37, 7-38
Menu, 2-32
Messages,
calibration curve, 3-23, 3-25, 3-26,
4-18, 10-61, 10-63
communications, 8-218-23
error, 10-510-10
run-time report flags, 6-40, 6-41,
7-417-43, 10-6010-63
status, 10-510-10
system detail, 10-1310-16
Methods, Calibration,
3-173-27
Microprocessor, E-8
Modifying,
blanks, 4-34, 5-11, 5-335-35
calibration curve, 4-15, 7-14, 7-15
calibrators, 4-34, 5-11, 5-305-32
controls, 4-34, 5-11, 5-275-29
profiles, 4-34, 5-11, 5-245-26
reagent loading, 6-27
requests, 6-46
sample,
loading, 6-27
results, 6-46
tests, 4-34, 5-115-23
Monochromatic Absorbance, 3-9,
3-10
Multi-test Calibrators, 6-17, 6-18

N
Noise,
calculations, 3-133-15
flags, 6-35, 6-40, 7-19
None (Curve Status), 4-20, 7-12,
10-46

Nonlinear,
calculations, 3-13, 3-14
calibration curve, 3-223-25, 6-17
parameters, 3-22, 3-28
curve types,
1-Logit 4, 3-24, 3-28
2-Logit 5, 3-24, 3-28
3-Exponential 5, 3-25, 3-28
4-Polynomial 5, 3-25, 3-28
flags, 6-35, 6-40
Normalized (Curve Status), 3-26,
4-15, 4-17, 4-20, 6-15, 7-11,
7-12, 7-13, 10-46
Normalizers, 7-8, 7-13
Normalizing, A-5
calibration curve, 3-26, 4-15, 4-17,
4-20, 6-15, 7-11, 7-12, 7-13,
10-46
failures, 3-30
intervals, 7-7
slope, 3-26
two-point, 3-26

O
Off-system Test, 5-14
Operating Temperature, 5-6
Operational Sequence, 2-372-40
Optics, Imaging, 2-20, 2-21, 2-40
Options Program, 4-4,
4-494-56, A-5
communications, 4-49, 4-50
data fields, 4-524-56
disk options, 4-51
features, 4-49
functions, 4-50, 4-51
map, 4-49
printing options, A-6
data fields, 5-8
defining, 5-7, 5-8
modifying, 5-7, 5-8
screen, 5-7
selecting, 5-8
reset system, 4-51, 9-51
system options,
data fields, 5-6
defining, 5-55-7
modifying, 5-55-7, 7-25
screen, 5-5
selecting, 5-6
test order, 4-50
Ordering,
accessories, C-8
replacement parts, C-5
service kit parts, C-6
supplies, C-7
Outlier Rejection, 3-11, 3-12, A-5
flags, 6-35, 6-40
Outputs, E-8
Over Flags, 6-35, 6-40

Index-10

Index (Continued)
P
Paper Advance Key, 2-25, 2-28, 6-8,
6-9, A-5
Parameters,
calibration (see Calibration Curve)
calibration curve (see also
Calibration Data Program),
4-164-18, 7-7
nonlinear curve, 3-22
reagent, 5-16
test, 5-145-23
Parts,
replacement, C-5
service kit, C-6
Patient,
age, 4-9, 6-20
comments, 6-20
demographics, 6-20, A-3
ID, 6-20
name, 6-20
results,
backing up, 9-45
sex, 6-20
Patient Results Program, 4-4,
4-114-13, A-5
data fields, 4-12
editing, 6-45, 6-46
features, 6-43
finding requests, 6-48
functions, 4-12, 6-436-48
map, 4-11
printing results, 6-476-49
reviewing results, 6-43, 6-44
screen, 4-12, 4-13
PAUSE Key, 2-29, 6-8, 6-9
Pending Status (see also Status
Program), 6-33
Peristaltic Pumps (see Pumps)
Photodiode Array, 2-20, 2-40, A-5
Photometer Subsystem Components,
2-20, 2-21, A-5
Placekeeping Zone, 2-34, A-5
Plano Convex Lens, 2-20, 2-21, 2-40
Plots (see Q.C. Statistics Program)
Polychromator, 2-20, 2-21, 2-40, A-5,
E-4, E-8
calculations, 3-8
Port,
communications, 2-23, 4-54, 10-53,
10-56, 10-58, 10-68, A-2, F-5
parallel, 2-23, E-8
probe inlet, 2-15
probe inlet/outlet, 2-15
RS-232, 2-23, E-8
Positive Sample Identification
(PSID) Option, 2-30, 6-14,
6-16, 6-24, A-6, C-8, D-5
documents for, 1-9, 2-30, C-8

features, 2-30
loading sample tube tray, 6-24
scheduling samples, 6-16
Power,
cable, 9-5, 9-25, 9-30, 10-66, C-5,
G-5, G-7, G-9
failure, 10-68, 10-69
switch, 6-11, 6-53, 9-11, A-6
Precision Check, 4-58, 4-59,
9-89-10
Predilution Ratio, 5-17
Preparing Worklist, 6-146-22
Preventive Maintenance,
9-49-23
Primary,
sample tube, 2-30, A-6
sample tube tray, 2-9, A-6, E-5
wavelength, 3-8, 3-9, 7-19
Printer,
default, 5-8
external, 1-9, 2-30, 5-8, 10-30, A-3,
C-5, D-5, E-4, E-8
paper, 9-449-45
system, 2-25, 2-28, 5-8, A-9, E-6
Printing Options, 4-50, A-6
data fields, 5-8
defining, 5-7, 5-8
modifying, 5-7, 5-8
screen, 5-7
selecting, 5-8
sample results, 6-476-49
PRINT Key, 6-7, 6-22, 7-36
PRINT SCRN Key, 6-7
Probe, 2-15, 2-16, 2-37, 2-38, 2-39,
A-6
assembly, 2-16, E-5
biohazard, 2-15
calibration constants report, 9-35
ports, 2-15
safety guard, 2-15
thermistor, 2-15
tip (aspiration), 2-15, 2-16, 2-37,
2-38, 2-39
aligning, 9-31
calibrating, 9-319-35, 10-42,
10-43
cleaning, 9-4, 9-7, 9-9, 10-43
replacing, 9-319-35
Profile(s), A-6
bar code, 4-36, 4-45, 5-25
defining, 4-34, 5-245-26
erasing, 4-34, 5-245-26
modifying, 4-34, 5-245-26
selecting, 5-24, 5-26
Selection screen, 4-36, 5-25
storing, 5-26
Program, 2-32, 2-35, A-6
Calibration Data (see also
Calibration Data Program),
4-4, A-1

Index-11

Index (Continued)
Definitions (see also Definitions
Program), 4-4, A-3
Diagnostics/Maintenance
(see also Diagnostics/
Maintenance Program), 4-4,
A-3
files,
backing up, 4-51, 9-459-48
restoring, 9-499-51
Help (see Help Program)
Load Alternate (see also Load
Alternate Program), 4-4, A-4
Options (see also Options
Program), 4-4, A-5
Patient Results (see also Patient
Results Program), 4-4, A-5
Q.C. Statistics (see also
Q.C. Statistics Program),
4-4, A-7
software map, 2-35, 2-36
Status (see also Status Program),
A-9
Worklist (see also Worklist
Program), A-10
zone, 2-34, A-6
Prompts, 2-32, A-6
Prompt Zone, 2-34, A-6
Protocols, Communications, F-4
PSID (Positive Sample Identification)
Option, 2-30, 6-14, 6-24, A-6,
C-8, D-5
documents for, 1-9, 2-30
features, 2-30
loading sample tube tray, 6-24
scheduling samples, 6-16
Pumps, Peristaltic, 2-12, 2-37, 2-38,
9-15

Q
Q.C. Databases,
backing up, 4-51, 5-38, 5-39,
9-459-48
deleting data, 7-44
restoring, 5-41, 9-49, 9-51
Q.C. Statistics Program, 4-4
4-214-31, 7-217-44, A-7
calculating, 3-40, 4-284-30, 7-33
control rules, 3-333-39, A-2
cumulative status, 4-27
data,
deleting, 7-44
modifying, 7-27, 7-307-32
printing, 7-27
reports, 7-3, 7-357-38
selecting, 7-27, 7-30, 7-32
viewing, 7-3, 7-26, 7-27
Data screen, 2-7, 4-24
data fields, 4-284-31
Details screen, 4-274-30

functions, 4-24
print functions, 7-35
features, 2-7, 4-21, 7-6, 7-26
flags, 7-417-43
functions, 4-23
Levey-Jennings plots,
data fields, 4-284-31
Details screen, 7-287-32
functions, 4-25
modifying, 7-287-32
printing, 7-29
sample interpretation, 3-373-39
screen, 2-7, 4-25, 7-28
selecting, 7-29, 7-30
viewing, 7-3, 7-27, 7-28, 7-29,
7-31
map, 4-22
QCSystems screen, 4-26, A-7
data fields, 4-28
screen, 4-23
special considerations, 3-40
Summary Statistics screen, 2-7,
4-26
data fields, 4-284-31
functions, 4-26
printing, 7-34
selecting, 7-34
QCSystems Codes, 5-11, 5-16,
5-22, 5-23, 7-3, A-7
defining, 5-16, 5-22, 5-23
method code, 5-22
modifying, 5-16, 5-22, 5-23
printing, 7-39, 7-40
reagent code, 5-22
selecting, 5-16, 5-22, 5-23
test code, 5-22
units code, 5-22
Qualitative Curve Type, 3-27, 3-28
Quality Control (see Q.C. Statistics)
Quantitative Curve Type,
3-223-25, 3-28
Quartz-Halogen Lamp, 2-20, 2-40

R
Random Access Testing, 6-16
Range, Absorbance, E-8
Rates, Calculation, 3-22
Ratio Test, 5-14, A-7
Readings, Absorbance, 3-8, 3-9
Reaction,
temperature, E-5
time, E-5
Reading Status, 2-34
Ready Status, 2-34
Reagent,
Applications Guides, 1-8,
bar code, 4-40, 5-17, 6-23, 6-26,
6-27

Index-12

Index (Continued)
bar code scanner, 2-4, 2-10, 2-22,
2-23, 2-37, 6-30, A-1, E-5
bottles, 2-10, 2-38, 4-45, 6-23, 6-27,
6-51, E-5
capacity, E-5
carryover, 2-5, A-1
defining, 5-11, 5-16, 5-17
diluent, 4-40, 4-42, 4-45, 4-46, 5-17
loading, 6-23, 6-25, 6-26, 6-27, 6-30
screen, 7-16
modifying, 5-11, 5-16, 5-17
selecting, 5-11, 5-16, 5-17
status (see Status Program)
errors, 10-4410-47
subsystem components (see also
Components), 2-10
transport, 2-10, 2-37, A-7, E-5
tray, 2-10, 2-37, 2-38, 6-23, 6-25,
6-27, A-7, E-5
tray cover, 2-10, 6-256-27
volume, 5-17, E-5
Reblanked (Curve Status), 4-18,
4-20, 6-15, 7-12, 7-13, 10-47
Reblanking, A-7
blanked linear curves, 3-20
calculations, 3-20, 7-10
calibration curve, 3-20, 3-30, 4-9,
4-15, 4-17, 4-18, 4-20, 6-15,
7-1, 7-2, 7-7, 7-8, 7-10, 7-11,
7-12, 7-13
failures, 3-30
intervals, 7-7
parameters, 4-164-18
status, 4-17, 4-18, 4-20
stored curves, 6-17, 7-2
Recalculating Curves, 4-15, 7-14, 7-15
Receiving Data (LIS), F-7
Rejection, Calibration Curve, 4-18
Relocation, System, G-1G-14
Replacement Parts, C-5
Replacing,
digital diluter, 9-369-41
fuses, 9-30, 9-31
in-line filter, 9-18, 9-19
lamp, 9-269-29
printer paper, 9-44, 9-45
probe tip, 9-319-35
tubing, 9-159-17,
Replicates, Calibrator, 4-44, 7-7,
10-63
Report,
collated patient, 2-6, 6-476-49,
A-1
headings, 5-8
run-time, 2-6, 6-396-41, A-8
Request Number, 6-16
Rerunning,
blanks, 3-31, 3-32, 6-34
calibration curves, 4-15, 7-14, 7-15
calibrators, 6-34, 7-12, 7-19, 7-20
samples, patient, 6-346-36

Rerun(s),
automatic, 2-5, 3-19, 3-31, 3-32,
3-36, 4-46, 6-34, 6-35, 6-40
diluted, 2-5, 3-31, 3-32, 3-36, 4-46,
5-17, 6-34, 6-35, 6-40
dilution ratio, 4-46 5-17
flags, 3-32, 6-35, 6-40, 6-41, 7-20
manual, 2-6, 6-36
Reset System, 4-51, 9-51
Response,
calibrator, 7-17
values (delta absorbance),
3-133-16, 7-17, 7-41
calculating, 3-133-16
printing, 7-17, 7-41
Restoring,
data files, 4-51, 5-415-43,
9-499-51
Q.C. data, 5-41, 9-499-51
system calibrations, 4-51,
9-499-51
Results (see also Data),
blanked linear curve, 3-20
calculations, 2-40, 3-11, 4-48
enzyme linear curve, 3-21
limited linear curve, 3-21
patient (see also Patient Results
Program), 4-11
backing up, 9-45
precision check, 9-10
reports,
collated patient, 2-6, 6-476-49
run-time, 2-6, 6-396-41, A-8
Reverse Video, 2-33, A-7
Reviewing,
calibration,
curve, 7-10, 7-11
status, 6-15, 7-107-12
pending samples, 6-33
Q.C. data, 7-417-43
run-time,
error flags, 7-177-20, 7-417-43
reports, 6-39
results, 6-396-41
scheduled samples, 6-33
Rule(s), Control (see Q.C. Statistics
Program)
Running Status, 2-34
Run-time,
error log, 5-8, 7-17, 10-60
reports, 2-6, 6-396-41, A-8
calibrator, 5-8, 7-177-20
errors, 10-510-10, 10-6010-63

S
Safety Summary, B-1B-5
Sample(s),
absorbance, 3-9
blanking, 3-9

Index-13

Index (Continued)
cup, 2-38, 6-16, A-8, E-4, E-5
diluent, 4-47, 5-17
diluting manually, 6-36
loadlist, 6-22, A-8
reviewing scheduled, 6-33
scheduling, 6-166-19
single, 6-31, 6-32
status, (see Status Program)
transport, 2-9, 2-37, A-8, E-5
tray, 2-9, 2-10, 2-11, 6-16, 6-24,
6-256-27, A-6, A-8, E-6
capacity, E-6
cover, 2-9, 2-10, 2-11, 6-16, 6-24
format, 5-6, 5-7
loading, 6-24, 6-25
tube, primary, 2-30, A-6
types, A-8
blank, 2-5, 3-7, 3-8, 3-9, 3-10,
6-18, 6-19
calibrator, 6-18, 6-19
control, 6-18, 6-19
patient, 6-18, 6-19
volume, 5-17, 6-34, E-6
Sample Subsystem Components
(see also Components), 2-9
Scheduled (Curve Status), 4-20,
7-12, 10-47
Scheduling,
bar-coded patient samples, 2-30
blanks, 2-30, 6-18
calibrators, 2-30, 6-17, 6-18, 7-13,
7-15, 7-18, 10-46
multi-test, 6-17, 6-18
test-specific, 6-17, 6-18
controls, 2-30
manual reruns, 6-36
profiles, 2-30
samples, 6-166-19
tests, 2-30
Screen, Cleaning, (see System,
Cleaning)
Screens (see also Screen Zones), 2-25,
2-32, A-8
Screen Saver Option, 5-6
Screen Zones, A-8
function key, 2-34
placekeeping, 2-34
program, 2-34
prompt, 2-34
status, 2-34
S.D.,
calibration curve, 3-19, 3-23, 4-16,
7-17, 10-61
establishing control values, 5-26
Secondary Wavelength, 3-8, 3-9
Selecting,
calibrators, 5-305-32
controls, 5-20, 5-21, 5-27, 5-29,
7-217-23
test parameters, 5-145-23
SELECT Key, 1-6, 2-33, 6-7

Setting Up Tests (see Definitions


Program)
SHIFT Key, 2-27
Shutting Down, 6-516-53
Single Sample Loading, 6-31, 6-32
Slope, Normalizing, 3-26
Software,
installation instructions, 1-8
map, 2-35, 2-36
options, 4-53, 5-6, C-8, D-5, D-6
documents for, 1-9, 2-31, 4-56,
C-8
communications, 1-9, 2-31,
4-49, 4-56, C-8, D-6, F-1
positive sample identification
(PSID), 2-30, 6-14, 6-16, 6-24,
C-8, D-5
Solenoid Valve, 2-13, 2-14, 2-37, 2-38
Special Bottle, 4-40, 4-45, 4-47
Standard Deviation (S.D.)
(see S.D.)
Standards (see Calibrators)
Standby Status, 2-34
START Key, 2-29, 6-8, 6-9, 6-30, 6-38
Start-of-day, 6-116-13, G-13
Startup (see System)
Statistics, Q.C. (see Q.C. Statistics
Program)
Stats, Loading, 6-31, 6-32
Status,
calibration (see Calibration
Status)
diagnostics, 2-34
errors, 10-510-10
messages, 10-510-10
Reading, 2-34
Ready, 2-34
Running, 2-34
Standby, 2-34
Warming up, 2-34
zone, 2-34, A-9
STATUS Key, 6-7, 6-37
Status Program, 2-36, 4-3, 8-18-23,
A-9
communications status,
data fields, 8-218-23
features, 8-20
functions, 8-23
map, 8-21
screen, 8-20
data fields, 8-6, 8-7
features, 8-5
functions, 8-7, 10-5310-59
map, 8-5
operation, 8-58-23
pending status, 10-52
data fields, 8-18
features, 8-17
functions, 8-19
map, 8-18
screen, 8-17, 10-52

Index-14

Index (Continued)
reagent status,
data fields, 8-12
features, 8-11
functions, 8-13
map, 8-11
screen, 8-11
sample status,
data fields, 8-15,
errors, 10-4810-51
features, 8-14
functions, 8-16
map, 8-15
screen, 8-14
screen, 8-6
system details,
data fields, 8-9
features, 8-8
functions, 8-10
map, 8-8
screen, 8-8
troubleshooting,
10-11, 10-12
Status Zone, 2-34
STOP Key, 2-29, 6-8, 6-9
Storing,
blanks, 5-34, 5-35
calibrators, 5-32
controls, 5-28
profiles, 5-26
tests, 5-23
Substrate Depletion, 3-9, 3-11
Subsystem,
communications, 2-22, 2-23, A-2
cuvette, 2-172-19, A-2
fluid, 2-122-16, A-3
operation, 2-8, 2-372-40
photometer, 2-20, 2-21, A-5
reagent, 2-92-11
sample, 2-92-11
user interface, 2-242-31
Symbols, 1-7
Syringe, Diluter, 2-13, 9-21
System,
application, E-1
calculations, 3-6
calibrations,
backing up, 4-51, 9-459-48
restoring, 4-51, 9-459-51
capabilities, 2-3
cleaning, 6-53, 9-6
cabinet, 9-4, 9-6
screen, 9-4, 9-6
tubing, 9-9, 9-11, 9-12
clock, 5-5, 5-6, 6-11, A-9
conditions, E-7
controls, E-1, E-6
dimensions, E-7, G-4
features, 2-42-7
bar code, 2-4
data management, 2-6, 2-7

dilution and rerun, 2-5, 2-6


reagent carryover reduction, 2-5
hardware replacement,
digital diluter syringe, 9-369-41
fuses, 9-30, 9-31
in-line filter, 9-18, 9-19
lamp, 9-269-29
probe tip, 9-319-35
wash pump tubing, 9-159-17
waste pump tubing, 9-159-17
keys, 2-25, 2-28, 2-29, 6-8, 6-9, A-9
PAUSE, 2-29, 6-8, 6-9
START, 2-29, 6-8, 6-9, 6-30,
6-38
STOP, 2-29, 6-8, 6-9
light source, E-2
maintenance,
corrective, 9-259-51
hazards, 9-25
log, 9-4
preventive, 9-49-23
hazards, 9-5
operating the, 6-36-9, G-11G-14
options (see Options Program)
power switch, 6-53, 9-11, G-11
powerup, 6-11
printer, 2-25, 2-28, 5-8, A-9, E-6
relocating, G-1G-14
resetting, 4-51, 9-51
shutting down, 6-516-53
startup, 6-116-13, A-8, E-6
after fatal disk error, 10-70
after power failure, 10-68, 10-69
preparation, 6-12
screen, 6-11
specifications, E-6
status (see also Status Program),
6-7, 6-33, A-9
Status screen, 6-37
Details screen, (see also Status
Program) 6-37, 6-38
errors, 6-37, 6-38, 10-1310-43
functions, 6-37
troubleshooting (see
Troubleshooting)
tubing,
cleaning, 9-9, 9-11, 9-12
replacing wash pump, 9-159-17
replacing waste pump,
9-159-17

T
TAB Key, 2-27, 2-33
TDM Applications Guide, 1-8
Temperature,
operating, 5-6
reaction, E-5

Index-15

Index (Continued)
Test,
assay order screen, 4-34, 4-35,
4-48, 5-11, 5-165-18
automatic shutdown, 3-36, 4-52,
5-6, A-1
bar code, 4-47, 5-14, 5-15, 5-18,
5-19
calibrating (see Calibration Curve)
name, 5-18
order options, 4-50, 5-9
screen, 5-9
selecting, 5-9
parameters (see Definitions
Program)
types,
DAU, 3-27
endpoint, 3-11, 3-12, 3-15, 5-16
kinetic, 3-11, 3-13, 3-14, 5-16
off-system, 5-14
ratio, 5-14, A-7
two-point, 3-15, 3-16, 3-26, 5-16
Testing,
batch, 6-16
random access, 6-16
Tests (see also Definitions
Program; Worklist Program),
defining, 4-34, 5-115-13, 7-7
erasing, 4-34, 5-115-13, 5-23
modifying, 4-34, 5-115-13
pending status, 6-33
reviewing status, 6-33
selecting, 4-34
Test Scheduler (bar code chart),
2-4, 6-14, 6-16, A-9, C-8, D-5
Test-specific Calibrators, 6-17, 6-18
Thermal Electric Device (TED), E-6
Thermistor, Probe, 2-15
Transferring (LIS),
incremental results, F-9
incremental worklists, F-9
Transmitting Data (LIS), F-7, F-8
Transport,
reagent, 2-10, 2-37, A-7, E-5
sample, 2-9, 2-37, A-8, E-5
Tray,
reagent, 2-10, 2-37, 2-38, 6-23,
6-256-27, A-7, E-5
sample, 2-9, 2-10, 6-16, 6-24,
6-256-27, A-8, E-6
Tray Cover,
reagent, 2-10, 6-256-27
sample, 2-9, 2-10, 2-11, 6-16, 6-24
Troubleshooting, 10-110-70
correcting,
communications status errors,
10-5310-59
error conditions, 10-6410-67

reagent status errors,


10-4410-47
run-time errors,
10-6010-63
sample status errors,
10-4810-51
system status and detail
errors, 10-1310-43
error messages, 10-510-10
features, 10-2
run-time report flags, 6-40,
6-41, 7-417-43,
10-6010-63
status messages, 10-510-10
system detail messages,
10-1310-16
using pending status, 10-52
Tube, Primary Sample, 2-30, A-6
Tubing,
cleaning, 9-4, 9-9, 9-11, 9-12,
9-209-24, 10-28
in-line filter, 2-12
priming, 6-13, 9-19, 9-41
replacing, 9-159-18, 9-379-41
Two-point Test, 3-15, 3-16, 3-26, 5-16

U
Under Flag, 6-35, 6-41
User Interface Subsystem
Components (see also
Components), 2-252-31

V
Value, Response (see Response
Value)
Valve, Solenoid, 2-13, 2-14, 2-37,
2-38
Verifying,
reagent loading, 6-26, 6-27, 6-30
system conditions, 6-25
Volume,
dispense, E-4
reagent, E-5
sample, E-6

W
Waived (Curve Status), 7-16, 10-47
Waiving Expired Curves, 7-16
10-47
Wand, Bar Code (see Bar Code)
Warming Up Status, 2-34

Index-16

Index (Continued)
Warning, 1-5, A-9, B-1, B-2
Wash,
count, 5-17, 5-18
fluid, 5-17, 5-18
pump, 2-12, 2-37, 2-38
pump tubing, replacing, 9-159-17
station, 2-12, 2-37, 2-38, E-6
Waste,
bottle, 2-13, 2-37, 2-38, 6-5, 6-13,
6-38, 6-53, 10-43, A-9, C-5,
E-6
drawer, cuvette, 2-18, 2-40, 6-13,
6-53, E-4
pump, 2-12, 2-38
pump tubing, replacing, 9-159-17
water, 2-38
Water,
bath, 2-13, 2-38, A-9, E-6
filling, 9-42, 9-43
bottle, distilled, 2-12, 2-13, 2-37,
2-38, 6-12, 6-53, 10-29, A-3,
C-5, E-4
Wavelength Flags, 6-35, 6-40, 6-41
Worklist, A-9
backing up, 9-45
entering patient demographics,
6-20
erasing,
requests, 6-21, 6-52
stored worklists, 6-14, 6-15
modifying, 6-20, 6-21
preparing, 6-146-22
printing, 6-20, 6-22
reviewing calibration status, 6-15
scheduling,
blank, 2-30, 4-9, 6-18
calibrators, 2-30, 4-9, 6-17, 6-18,
7-13, 7-15, 7-18, 10-46
controls, 2-30, 4-10, 6-18
profiles, 2-30, 4-10, 6-18
samples, 4-10, 6-166-19
tests, 2-30, 4-9, 4-10, 6-146-22

Worklist Program, A-10


data fields, 4-9, 4-10
blanks, 4-9, 4-10
concentrations, 4-9, 4-10
controls, 4-10
demographics, 4-9, 4-10, 6-20
erasing,
requests, 6-21, 6-52
stored worklists, 6-14, 6-15
functions, 4-74-9
map, 4-4, 4-7
modifying, 6-20, 6-21
preparing, 6-146-22
printing, 6-20, 6-22
scheduling,
blank, 2-30, 4-9, 6-18
calibrators, 2-30, 4-9, 6-17,
6-18, 7-13, 7-15, 7-18, 10-46
controls, 2-30, 4-10, 6-18
profiles, 2-30, 4-10, 6-18
samples in, 4-10, 6-166-19
tests, 2-30, 4-9, 4-10, 6-146-22

Z
Zero,
absorbance, 3-6, 3-7
calibrator (see also Blanks), 3-8,
3-28, 7-13, 7-20
currents, 3-6, 3-7, 3-8
Zones, Screen (see Screen Zones)

Вам также может понравиться