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Automated selection of statistical quality-


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Article in Clinical Chemistry · March 1997


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Technical Briefs
Automated Selection of Statistical Quality-Control Pro- procedures, a Windows3-based PC program (QC Vali-
cedures to Assure Meeting Clinical or Analytical Qual- dator3, Version 1.1; Westgard Quality Corp., Ogunquit,
ity Requirements, James O. Westgard1,2* and Bernard Stein2 ME) was developed to prepare power function graphs,
[1 Dept. of Pathol. and Lab. Med., Univ. of Wisconsin critical error graphs, and OPSpecs charts [31].
Med. School, Madison, WI 53792 (*address for correspon- Quality-planning models describe the mathematical
dence; fax 608-263-0910), and 2 Westgard Quality Corp., relationships between a quality requirement and the
Ogunquit, ME 03907; e-mail www.westgard.com] factors that can cause variation in the final test result.
Some of these factors are analytical, such as the stable
Efforts to totally automate laboratory testing processes imprecision (smeas, %) and inaccuracy of the method and
must address the issue of how to assure the quality of the the sensitivity of the QC procedure to detect unstable
final test result. A recent survey by Tetrault and Steindel random and systematic errors (DSEcrit). Others are pre-
[1] reported that laboratories are using the same quality- analytical, such as the within-subject biological variation
control (QC) procedures today that they used 10 years (swsub), which describes the changes in concentration
ago. Actually, more than half of the laboratories indicated about the subject’s true homeostatic set point. We have
they are still using control limits set as the mean 6 2s (the now developed an automated process to select statistical
12s rule), a practice that dates to the 1950s and ’60s [2, 3], control rules and numbers of control measurements (N)
when statistical QC was first used with manual methods that will assure the quality required by clinical decision
and the first generation of automated Technicon Auto- interval (Dint) criteria or analytical total error (TEa) crite-
Analyzer systems. Other laboratories indicated they are ria. The quality-planning models used in the automatic
using variations of the multirule type of QC procedure process are essentially the same as those described earlier
introduced in the early 1980s [4]. [26, 27], except that the effect of replicate measurements
on method performance and QC design are more com-
Tetrault and Steindel [1] recommend that “the best
pletely and directly considered by entering the number of
set of control rules will vary from method to method
replicate samples analyzed. Here, we describe the auto-
and cannot be determined through simple algorithms
matic process and demonstrate that it provides results
or formulas. The laboratorian has to balance true error-
comparable with those in earlier studies documented in
detection capabilities against the probabilities of falsely
this journal.
rejecting a good run.” The information needed about
The computer program used, QC Validator Version 2.0,
the error-detection and false-rejection characteristics of runs under MicroSoft Windows 3.1 or Windows 95. It
stable QC procedures became available in the clinical requires an IBM or IBM-compatible computer with a 386
chemistry literature almost 20 years ago [5– 8] and was or higher processor, 1 MB hard disk space, 2 MB RAM
extended by Cembrowski et al. [9 –12] to consider memory, a VGA interface and monitor, a printer sup-
patient data algorithms. This information was incorpo- ported by Windows, and TrueType fonts. The program
rated into laboratory QC texts [13, 14] and clinical includes an installation utility, a detailed HELP facility,
chemistry texts [15, 16] in the 1990s and continues to be and a manual that provides tutorials, a reference guide to
expanded and improved by Parvin [17–20] and by program function and operation, and a review of the
Smith and Kroft [21]. technical background for the program. The computer
Guidelines and strategies for selecting QC proce- program allows the user to enter information about the
dures were described in 1986 [13], and some detailed characteristics of a method’s performance (e.g., smeas,
applications have been published to demonstrate the inaccuracy, expected frequency of errors, swsub) and the
selection and design of QC procedures [22–24]. QC quality required (clinically important change or Dint, TEa).
selection grids were introduced in 1990 [25] to provide The user then initiates automatic selection on the basis of
a simple table “look up” approach for selecting QC the number of control materials to be analyzed (i.e., 1, 2,
procedures on the basis of the size of systematic error or 3), and the program constructs a chart of operating
that must be detected and on an assay’s expected specifications (OPSpecs chart) that displays the selected
stability or frequency of errors. More quantitative qual- control rules and N. The automatic QC selection process is
ity-planning models were introduced in 1991 [26, 27], based on user-editable criteria for the types of control
and a new planning tool—the OPSpecs chart3—was rules that can be implemented by the laboratory, the total
developed [28, 29] to show the relation between allow- numbers of control measurements that are practical, the
able precision and accuracy as well as what QC is maximum percentage of false rejections that can be toler-
necessary to assure detection of critical-sized errors that ated, and the minimum percentage of error detection that
would otherwise cause method performance to exceed is acceptable for detection of medically important DSEcrit
a defined analytical or clinical quality requirement. For or random errors.
applications involving analytical quality requirements The table of candidate QC procedures contains the
and commonly used QC procedures, a compilation of power curves and OPSpecs calculation parameters for 94
OPSpecs charts is available to support manual applica-
tions for the full range of CLIA proficiency testing
criteria for acceptability [30]. For applications involving 3
QC Validator and OPSpecs are registered trademarks of Westgard
clinical quality requirements and a wider variety of QC Quality Corp. Windows is a registered trademark of Microsoft Corp.

400 Clinical Chemistry 43, No. 2, 1997


Clinical Chemistry 43, No. 2, 1997 401

different QC procedures, including: constant-limit single varied the control rules to match the error detection
rules 12s, 12.5s, 13s, and 13.5s, with N values from 1 to 8; capability to the test method performance. Table 1 shows
multirules such as 13s/22s/R4s/41s/10x# , with N values of 2 the test, total error requirement, observed imprecision,
and 4 applied over runs from 1 to 5; multirules such as calculated ‚SEcrit, and the QC procedure selected manu-
13s/2 of 32s/31s/12x# , with N values of 3 and 6 applied over ally from critical error graphs or selected automatically
runs from 1 to 4; multirules such as 13s/22s/R4s/41s/8x# , from OPSpecs charts. For the automatic selection process,
with N values of 8 applied over 1 run; variable-limit the frequency of errors parameter was set to ,2%, to
single rules such as 10.05 and 10.01, with N values from 2 to permit use of 50% Analytical Quality Assurance (AQA)
8; mean and range rules such as x# 0.05/R0.05, x# 0.01/R0.01, and charts in those situations where 90% AQA could not be
x# 0.002/R0.002, with N values from 2 to 8; and extended limit achieved.
rules such as 14s, 15s, and 16s, with N values from 1 to 8.
For 14 tests, both the manual and automatic ap-
The program includes an editor utility that allows users to
proaches selected the 13.5s rule with N 5 2; for another test
add power curves and OPSpecs calculation parameters
(albumin), both approaches selected the 12.5s rule with
for other rules and N values.
N 5 2. For two tests (chloride and total CO2), the 12.5s rule
OPSpecs charts were prepared for the examples illus-
with N 5 2 had been selected manually, whereas the
trated earlier by spreadsheet calculations of allowable
imprecision and allowable inaccuracy for both the clinical
model [26] and the analytical model [27]. Fig. 1 (top)
shows the OPSpecs chart for a cholesterol example, for
which Dint 5 20% and swsub 5 6.5%. The x-intercepts for
maximum allowable imprecision range from 2.4% to 3.5%,
which agrees with the range of 2.4% to 3.5% observed
previously (Fig. 2a in [26]). For individual QC procedures,
the largest difference was observed for the 13s rule with
N 5 4, for which the current intercept is 2.8% (vs the
previous estimate of 2.95%). Performing duplicate choles-
terol tests and using the average of the two measured
concentrations for diagnostic classification provides a
maximum allowable imprecision of 3.3% to 4.7%, com-
pared with the earlier estimate of 3.2% to 4.9% (Fig. 2b in
[26].
For a cholesterol example in which TEa is 10%, Fig. 1
(bottom) shows the estimated allowable imprecision (x-
intercepts) to be 1.9% to 2.6%, the same as the 1.9% to 2.6%
documented earlier (Fig. 4 in [27]). In the same example,
when error detection is optimized for random error rather
than systematic error, the allowable imprecision is esti-
mated as 1.2% to 2.3%, very similar to earlier estimates of
1.2% to 2.4% (Fig. 6 in [27]).
The differences between the program output and the
earlier spreadsheet calculations are the result of the dif-
ferent calculation parameters for the sizes of systematic
error that can be detected with the specified probability.
These parameters were estimated as the x-values that
correspond to the 0.90 intersection with the power curves
for the different control rules and N values, which in the
spreadsheet calculation were constructed on a point-to-
point basis and then later fitted with smoothed curves to
improve the estimates.
The automatic QC selection process was tested by
comparing the QC procedures selected by the program
that uses the OPSpecs methodology with those selected in Fig. 1. OPSpecs charts for (top) a clinical decision interval quality
an earlier study in which critical error graphs were used requirement of 20% and (bottom) a TEa quality requirement of 10%.
manually to select control rules and N values for 18 Both panels: The operating limits (top to bottom) correspond to the following QC
different analytes on a multitest chemistry analyzer [23]. procedures: 13s/22s/R4s/41s with N 5 4; 12.5s with N 5 4; 13s with N 5 4; 12.5s
with N 5 2; 13s/22s/R4s with N 5 2; and 13s with N 5 2. The operating point
In the earlier study, the design strategy fixed N at 2 per (bottom panel) represents the National Cholesterol Education Program’s recom-
run, considered only single-rule QC procedures, and mended 3% specifications for imprecision and inaccuracy.
402 Technical Briefs

automatic selection process identified a multirule proce- rules and numbers of control measurements that should
dure with N 5 4. In these latter two cases, if the automatic be used. When coupled with on-line data acquisition and
QC selection criteria were changed to restrict N to 2, then appropriate software to estimate method performance
the automated process would select a multirule procedure characteristics, the information needed for QC design will
with N 5 2; if the selection logic for 50% AQA charts was itself be automatically available. When linked to software
changed to prefer single rules over multirules, then a 12.5s for on-line QC monitoring, the selected rules can be
rule with N 5 2 would be selected. That is, the automatic implemented automatically. Thus, an integrated system
QC process can be modified to implement the same for analytical quality management is possible when an
preferences used earlier in the process of manual selection automatic QC selection process is linked with method
from critical error graphs. For one test (calcium), method performance data and on-line QC monitoring, allowing
performance relative to the quality desired was so mar- the management of analytical quality with an appropriate
ginal that the assay required a special effort to make QC design based on current information on method
duplicate measurements, which was necessary to improve performance.
method performance and process control. The effect of Such an integrated quality-management system pro-
making duplicate measurements could be considered vides the opportunity for a dynamic QC system that can
directly with the automatic selection process, which then automatically adjust to changes in method performance,
identified a 12.5s rule with N 5 4 as necessary to provide e.g., changing to more-sensitive control rules and higher
90% detection of medically important errors. N values if performance deteriorates and relaxing the
Therefore, although the QC designs and outcomes of rules and reducing N if performance improves. Changes
the automatic and manual selections were similar, one in method stability can be factored into the dynamic QC
thing was not: The time required to assess the QC designs process and can also be used to adjust run length, as
for these 18 tests and to document the selection with suggested by recent design work on the application of
printouts of OPSpecs charts was ;30 min with the auto- “average of normals” patient data algorithms to measure
matic QC selection process, whereas the earlier study took process stability and determine when to requalify the
several months. testing process [32]. Thus, technology for the next-gener-
In the future, one can envision an automatic QC ation system for analytical quality management can be
selection process integrated into laboratory instrument envisioned now that automatic QC selection is a reality.
software, on-line QC monitors, data management work-
stations, laboratory information systems, and automated
laboratory process control software, thereby permitting Westgard Quality Corp. supported the development of
laboratory scientists to focus on defining the quality this software. Robert Kennedy performed the coding, and
needed for a test, rather than worrying about the control Sten Westgard developed the HELP facility and program

Table 1. QC procedures selected by automated QC selection process using OPSpecs charts compared with those selected
manually by using critical error graphs.
Control rules and N selected

Test TEa, % Smeas, % DSEcrit Manually Automatically


Sodium 3.08 0.52 4.27 13.5s, N 5 2 Same
Potassium 10.0 1.17 6.90 13.5s, N 5 2 Same
Chloride 4.0 1.04 2.20 12.5s, N 5 2 MR, N 5 4
Total CO2 10.0 2.50 2.35 12.5s, N 5 2 MR, N 5 4
Glucose 8.0 1.20 5.02 13.5s, N 5 2 Same
Urea N 10.0 1.33 5.87 13.5s, N 5 2 Same
Creatinine 30.0 3.00 8.35 13.5s, N 5 2 Same
Calcium 5.0 1.68 1.33 Special case MR, N 5 4
Phosphorus 10.0 1.28 6.16 13.5s, N 5 2 Same
Uric acid 10.0 1.10 7.44 13.5s, N 5 2 Same
Cholesterol 10.0 1.35 5.76 13.5s, N 5 2 Same
Total protein 12.0 1.84 4.87 13.5s, N 5 2 Same
Albumin 10.0 2.13 3.04 12.5s, N 5 2 Same
Total bilirubin 20.0 2.20 7.44 13.5s, N 5 2 Same
GGT 10.0 1.17 6.90 13.5s, N 5 2 Same
ALP 10.0 1.17 6.90 13.5s, N 5 2 Same
AST 20.0 3.0 5.02 13.5s, N 5 2 Same
LD 20.0 3.0 5.02 13.5s, N 5 2 Same
MR, multirule; GGT, g-glutamyltransferase; ALP, alkaline phosphatase; AST, aspartate aminotransferase; LD, lactate dehydrogenase.
Clinical Chemistry 43, No. 2, 1997 403

documentation. Additional information about the pro- charts”) for assessing the precision, accuracy, and quality control needed to
satisfy proficiency testing criteria. Clin Chem 1992;38:1226 –33.
gram is available at www.westgard.com.
30. Westgard JO. OPSpecs manual, expanded ed. Operating specifications for
precision, accuracy, and quality control. Ogunquit, ME: Westgard QC,
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11. Cembrowski GS, Westgard JO. Quality control of multichannel hematology
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Press, 1989:264pp. mutation Glu342 to Lys, which is a single base substitution
15. Westgard JO, Klee GG. Quality assurance. Chapter 17 in: Burtis CA,
Ashwood ER, eds. Tietz textbook of clinical chemistry, 2nd ed. Philadelphia: of G to A in exon 5 [4, 5]. The S mutation, a Glu264 to Val
WB Saunders, 1994:548 –92. change, is caused by an A to T substitution in exon 3 [6].
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1720 – 4.
5% to 10% and Z allele 2% to 5% depending on geograph-
18. Parvin CA. Comparing the power of quality-control rules to detect persistent ical location [7, 8]. Although the frequencies are unknown
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19. Parvin CA. Comparing the power of quality-control rules to detect persistent
increases in random error. Clin Chem 1992;38:364 –9.
alleles is evident by phenotypic analysis of the PI variants
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that use control observations within a single analytical run. Clin Chem involving multiplex PCR to detect the Z and S mutations
1993;39:440 –7.
21. Smith FA, Kroft SH. Exponentially adjusted moving mean procedure for
in Chinese in Hong Kong who came from southern China.
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Wales Hospital for routine checkup or for treatment of
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JO. Selection of medically useful quality-control procedures for individual blood specimens by the salting-out method [10]. Our
tests done in a multitest analytical system. Clin Chem 1990;36:230 –3.
24. Westgard JO, Oryall JJ, Koch DD. Predicting effects of QC practices on the
procedure for mutation analysis was modified from the
cost-effective operation of a multitest analytical system. Clin Chem 1990; PCR-mediated site-directed mutagenesis method of Taze-
36:1760 – 4. laar et al. [11] with their primers for the Z and the S
25. Westgard JO, Quam EF, Barry PL. Quality control selection grids (QCSGs) for
planning QC procedures. J Clin Lab Sci 1990;3:271– 8. mutations, labeled as primers ZF and ZR and primers SF
26. Westgard JO, Hyltoft Petersen P, Wiebe DA. Laboratory process specifica- and SR respectively. Each PCR mixture, in a final volume
tions for assuring quality in the US National Cholesterol Education Program. of 25 mL, contained 0.2 mmol/L deoxynucleoside triphos-
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27. Westgard JO, Wiebe DA. Cholesterol operational process specifications for phates (Boehringer Mannheim, Mannheim, Germany), 1.5
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37:1938 – 44. each of primers ZF, ZR, SF, and SR (synthesized by Gibco
28. Westgard JO. Assuring analytical quality through process planning and
quality control. Arch Pathol Lab Med 1992;116:765–9. BRL, Gaithersburg, MD), 0.2 mg of DNA, 0.5 U of Taq
29. Westgard JO. Charts of operational process specifications (“OPSpecs polymerase (Gibco BRL), and 13 PCR buffer from Gibco
404 Technical Briefs

BRL. After an initial denaturation at 94 °C for 5 min, a Such a dominance of the MM genotype in Chinese is
35-cycle PCR program was carried out on a Perkin-Elmer unexpected, although people of Asian origin are known to
(Norwalk, CT) thermal cycler: 94 °C for 1 min, 55 °C for 1 have fewer Z mutations than Caucasians. While northern
min, and 72 °C for 2 min; final extension at 72 °C for 10 Europeans have a higher prevalence of the Z genotypes
min. After PCR, the restriction digestion mixture was than southern Europeans, the Z and S mutations range
prepared: 10 mL of PCR product, 1 U of Taq I restriction from 1% to 4% and from 5% to 10% respectively in most
endoclease (Gibco BRL) [12], and buffer to a final volume Caucasian populations [7, 13]. In the Chinese, even the
of 15 mL. Restriction digestion was completed after 2 h of MZ and MS heterozygotes are less prevalent, at 0.5%,
incubation at 65 °C. The digested PCR products were similar to the SS or ZZ homozygotes, at 0.25% and 0.3%
analyzed by 3% agarose electrophoresis at constant volt- respectively, of the British population [13]. To ascertain
age of 200 V for 1 h. Control samples of known genotype the association between the Z mutation and A1AT phe-
were electrophoresed in each gel along with a size cali- notypes in the Chinese population, we are analyzing the
bration mixture. For fast screening, 0.2 mg of DNA from genotypes and phenotypes of normal Chinese subjects
five individuals were added to a PCR mixture for ampli- and of patients with emphysema. Meanwhile, we have
fication and subsequent Taq I restriction digestion. When shown our protocol of a double PCR with 5 DNA tem-
an abnormal result appeared, the individual DNA speci- plates to be rapid, reliable, and economical for screening a
mens were analyzed separately to identify the DNA large number of specimens directly for the Z and S
sample carrying the mutant allele. To validate this proto- mutations. There is, however, a limitation in this ap-
col, all the DNA specimens in this study were analyzed proach of batch analysis. If a single DNA sample in the
individually and in groups of five. Identical results were batch of five samples failed to amplify by PCR, it would
obtained. not be recognized. If this sample happened to be from a
We obtained DNA specimens from 2005 unrelated patient with a mutation, it would have been missed. In
Chinese subjects free of primary lung and liver diseases. our individual analysis of 2005 samples, we did not have
Two individuals were found to be heterozygous for Z, i.e., any sample that failed to amplify, showing the PCR
MZ, and another two heterozygous for S, i.e., MS (Fig. 1). protocol to be robust.
No SS, SZ, or ZZ were found. There were therefore two Z
and two S alleles from a total of 4010 alleles, giving a
frequency of 0.05% for both the Z and S mutations and We thank Kathy Piesse of the Royal Prince Alfred Hospi-
0.1% for the MZ and MS genotypes in the Chinese tal, Sydney, Australia and N.A. Kalsheker of the Univer-
population. Combined with simultaneous phenotyping sity of Nottingham, UK, for their supply of specimens of
observation that showed absence of other mutations, our confirmed M, S, and Z genotypes.
study suggests that 99.8% of the Chinese are of the MM
genotype. References
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pBR HaeIII digest.
Clinical Chemistry 43, No. 2, 1997 405

Quantitative Immunological Detection of Total Estro- scrapped decidual samples from placental bed from
gen Receptor (Cytosolic and Nuclear) in Term Decidua women with uncomplicated pregnancies who underwent
of Preeclampsia: a Preliminary Study, Sanaa Eissa,1* cesarean section for obstetrical causes (n 5 10) and from
Mohamed M. Mostafa,2 Alaa A.E.A. El-Gendy,3 and Ibrahim women with preeclampsia (n 5 20): mild (n 5 4), mod-
A. Senna3 [1 Oncology Diagnostic Unit, Biochem. Dept. erate (n 5 6), and severe (n 5 10). Tissues were immedi-
(*address for correspondence: fax 202-285-9928), 2 Dept. of ately washed in ice-cold saline and homogenized at 1
Gyn., Ain Shams Faculty of Med., Abbassia, Cairo, Egypt, g/10 mL in ice-cold homogenization buffer (10 mmol/L
and 3 Fayoum General Hospital, Egypt] Tris buffer, pH 7.5, containing 10 mmol/L K2EDTA, 100
mL/L glycerol, 5 mmol/L benzamidine, 10 mmol/L
2-mercaptoethanol, 0.39 mmol/L phenylmethylsulfonyl
Although progesterone and estrogens are essential for
fluoride, and 5 mg/L aprotinin) with Ultraturax T-25
maintaining human pregnancy after implantation, few
homogenizer for five bursts of 1 min each, separated by a
reports have investigated the localization of their specific
1-min pause. The homogenate was filtered and divided
receptors in different uterine cell types throughout preg-
into two parts. The first part was centrifuged in a Beck-
nancy [1, 2]. Wu et al. detected estrogen receptors (ER) in
low concentrations in decidua in early pregnancy but not man CS-6R centrifuge (Brea, CA) at 800g for 15 min at 4 °C
in term decidua [2]. ER concentrations in term decidua of to obtain the crude nuclear pellet. The supernatant fluid
pregnancies with complications (in particular, preeclamp- was recentrifuged at 100 000g for 1 h with a Beckman L7
sia) have not been investigated. ultracentrifuge to obtain the cytosol. The crude nuclear
Classical biochemical assay methods estimate ER either pellet was dissolved in 10 mmol/L ice-cold phosphate
in cytosol fraction or in the high-salt extracted nuclei buffered saline (pH 7.2) by sonication for three 30-s bursts
[3–5]. These assays need two subcellular fractionation and recentrifuged at 800g for 15 min at 4 °C. The washed
steps and two ER assays in two fractions: cytosol and nuclear pellet was incubated with 5 volumes of ice-cold
nuclear extract. To measure total ER (cytosolic and nu- high-salt extraction buffer (homogenization buffer con-
clear) in one fraction using one single assay in decidual taining 0.4 mol/L KCl) on ice for 30 min with vortex-
samples, we modified the assay method by using a mixing every 10 min. Then it was ultracentrifuged in a
homogenization buffer containing KCl. The effective KCl Beckman L7 ultracentrifuge at 100 000g for 30 min at 4 °C.
concentration for maximum ER extraction without inhibi- The nuclear extract (supernatant) was obtained.
tion of the ER enzyme immunoassay (EIA) ranged from The second part of the homogenate was incubated with
0.4 – 0.8 mol/L KCl. 0.4 mol/L KCl on ice for 30 min with vortex-mixing every
All steps of sample preparation in our laboratory were 10 min, then ultracentrifuged in a Beckman L7 ultracen-
carried out at 4 °C, all reagents were purchased from trifuge at 100 000g for 30 min at 4 °C. The supernatant was
Sigma Chemical Co. (St. Louis, MO), and all women isolated. After quantifying the protein concentration in
included in the study gave informed consent. We used the cytosol, nuclear extract, and tissue extract by using

Fig. 1. (A) Total ER in term


decidua in normal pregnancy
and mild, moderate, and se-
vere preeclampsia; (B) cytoso-
lic and nuclear ER in term de-
cidua in severe preeclampsia.
Dotted line represents the lower
detection limit for immunological
detection of ER.
406 Technical Briefs

Bradford’s method [6] with bovine serum albumin as the Pintelaan 185, B-9000 Gent, Belgium; *author for corre-
calibrator, we applied the samples directly to the ELISA spondence: fax 32 (0)9 2646699, e-mail Cornelis@
plate for assay of ER with EIA kit from Abbott Laborato- inwchem.rug.ac.be)
ries (Chicago, IL) [7].
ER concentrations estimated by our modified method Renal replacement therapy is currently achieved by hemo-
strongly correlated to those calculated as a sum of ER dialysis (HD), hemofiltration, hemodiafiltration (HDF), con-
concentration in cytosol plus those in nuclear extract (y 5 tinuous ambulatory peritoneal dialysis (CAPD), or renal
20.98 1 1.128x, r 5 0.91, P 5 0.005). Cytosolic, nuclear, transplantation. The concentration of trace elements in se-
and total ER were not detectable (lower detection limit, 1 rum of patients could be influenced by these treatments. A
fmol/mg protein) in term decidua from women with significant increase of As concentrations in serum of patients
uncomplicated pregnancies or from women with mild or on HD treatment has been reported [1, 2]. As concentrations
moderate preeclampsia, but were detected in term de- higher than the reference value were also observed in serum
cidua from women with severe preeclampsia (Fig. 1) of patients on HDF [3]. Although there are several studies
(cytosolic ER, 1.4 –9 fmol/mg protein, mean 4.98 fmol/mg describing the status of trace elements in serum, plasma, and
protein; nuclear ER, 1.5–11 fmol/mg protein, mean 4.68 dialysate in CAPD patients [4, 5], no data on As serum
fmol/mg protein; total ER 2.6 –19.2 fmol/mg protein, concentrations of CAPD patients are available. The aim of
mean 9.1 fmol/mg protein). This difference was statisti- this work is to determine total As concentrations and to
cally significant by Student’s t-test (P 5 ,0.01). speciate As species in serum, urine, and dialysate of CAPD
Although our results suggest a significant association patients.
between ER detection in term decidua and severe pre- Fourteen CAPD patients were studied. Serum, urine,
eclampsia, the cause– effect relationship cannot be deter- and dialysate samples were collected from the University
mined in this study. Establishing a cause– effect relation- Hospital. Patients gave their informed consent before
ship may improve understanding of the biological blood sampling. To decrease the influence of As intake
relationship and may have potential clinical implications from the diet, patients were requested to refrain from
through development of diagnostic or therapeutic mark- ingesting seafood during the 3 days before blood and
ers for these lesions. We recommend the routine use of urine collection. The reagents and apparatus for the
this modified assay for quantification of total ER in the separation and measurement of As species and for the
clinical laboratory. measurement of total As have been described [6]. Briefly,
two types of HPLC columns were used for the separation
of anionic and cationic As species: an anion exchange
We thank A. Khalifa for his unlimited support. column (Supelcosil LC-SAX, 250 3 4.6 mm; Supelco,
Bellefonte, PA) and a cation exchange column [Dionex
References (Sunnyvale, CA) Ionpac® CS 10, 250 3 4 mm]. A Perkin-
1. Perrot-Applanat M, Deng M, Fernandez H, Lelaidier C, Meduri G, Bouchard P.
Immunohistochemical localization of estradiol and progesterone receptors Elmer (Norwalk, CT) 3030 atomic absorption spectrome-
in human uterus throughout pregnancy: expression in endometrial blood ter was used throughout for the detection of As signals.
vessels. J Clin Endocrinol Metab 1994;78:216 –24.
Analysis of serum creatinine was performed according to
2. Wu WX, Brooks J, Millar MR, Ledger WL, Glasier AF, McNeilly AS. Immuno-
localization of estrogen and progesterone receptors in the human decidua in the Jaffe method [7].
relation to prolactin production. Hum Reprod 1993;8:1129 –35. The accuracy of the total As measurements was tested
3. Kokko E, Janne O, Kauppila A, Vihko R. Effects of tamoxifen, medroxy by simultaneously analyzing a Certified Freeze-Dried
progesterone acetate and their combination on human endometrial estrogen
and progestin receptor concentrations. Am J Obstet Gynecol 1982;143:
Reference Serum (CRM) of the University of Gent, Bel-
382–5. gium. The accuracy of the As speciation measurements
4. Clarck JH, Peck EJ Jr. Nuclear retention of receptor– estrogen complex and was tested by analyzing a BCR candidate Reference
nuclear receptor sites. Nature 1976;260:635–9. Material CRM 526 tuna tissue, as no serum reference
5. Thorpe SM, Lykkesfelt AE, Vinterby A, Lonsdorfer M. Quantitative immuno-
logical detection of estrogen receptors in nuclear pellets from human breast
material is yet available for the As speciation study. No
cancer biopsies. Cancer Res 1985;46(Suppl):4251. significant differences were established between the ana-
6. Bradford MM. A rapid and sensitive method for quantitation of microgram lytical results and the certified values. The precision (CV)
quantities of protein utilizing the principle of protein dye binding. Anal Bioch
1976;72:248 –51.
of the method for 10 replicate analyses of aqueous solu-
7. Greene GL, Nolan C, Engler JP, Jensen EV. Monoclonal antibodies to human tion of As species at a concentration of 10.0 mg/L was
estrogen receptor. Proc Natl Acad Sci U S A 1980;77:5115–9. always better than 5% for each form of As. The 3-day
run-to-run precision of measurement of 10.0 mg/L As
species added to serum was better than 10%.
The mean total As concentration in the serum of 14
CAPD patients is 4.67 6 5.41 mg/L, significantly higher (P
Speciation of Arsenic in Serum, Urine, and Dialysate of ,0.001) than the reference values of 0.96 6 1.52 mg/L in
Patients on Continuous Ambulatory Peritoneal Dialysis, serum of healthy subjects previously obtained in our
Xinrong Zhang,1 Rita Cornelis,1* Jurgen De Kimpe,1 Louis laboratory [8], indicative of an accumulation of As in
Mees,1 and Norbert Lameire2 (1Lab. for Anal. Chem., Inst. serum of CAPD patients. The main As species in the
for Nuclear Sci., Univ. of Gent, Proeftuinstraat 86, Gent, serum of these patients are dimethylarsinic acid (DMA)
Belgium; 2Renal Div., Dept. of Med., Univ. Hosp., De and arsenobetaine (AsB), respectively carrying 15.2%
Clinical Chemistry 43, No. 2, 1997 407

(0.71 6 1.05 mg/L) and 76.2% (3.56 6 4.27 mg/L) of total than the serum values of these patients (P 5 0.0191, 0.009,
As. No significant differences were observed between and 0.040, respectively). However, considering the rela-
CAPD patients and previously reported nondialyzed ure- tively small amount of urine produced by these patients
mic patients (0.82 6 1.05 mg/L DMA and 3.55 6 4.58 (mean 758 mL/24 h) vs the overall blood volume (esti-
mg/L AsB) [6]. The DMA concentrations of CAPD pa- mated mean 5000 mL/per patient, mean hematocrit
tients are, however, significantly lower than those of HD 34.1%) and the volume of drained dialysate (mean 8680
patients (1.93 6 1.51 mg/L, 29.8% of total As, P ,0.001) mL/24 h), the absolute urinary excretion of As is very
[6], although no significant difference of AsB concentra- low. The mean amounts 6 SD in the total urine are: DMA
tion was observed between these two groups (3.56 6 4.27 1.34 6 0.98 mg, AsB 4.62 6 2.57 mg, and total As 6.30 6
vs 3.47 6 2.89 mg/L, P 5 0.5658). Fig. 1(top) shows the 3.37 mg, and represent only 10% of total As distributed in
comparison of As species concentration in the serum of the four compartments (serum 23%, packed cells 14%,
the three groups of patients (uremic nondialyzed, CAPD, dialysate 53%). Calculation of the ratio of DMA/AsB
and HD). The AsB data imply that the main source of As showed no significant difference between urine and se-
accumulation in serum of CAPD patients comes from the rum (P 5 0.1456) or dialysate (P 5 0.0845). This suggests
diet, as AsB is particularly present in fish and seafood. nonselectivity of renal removal of DMA, a more toxic As
Significantly lower DMA concentration in CAPD patients species than AsB.
than in HD patients indicates that the CAPD treatment is A very low As concentration was found in fresh dialy-
probably more efficient in removing the toxic inorganic sate (0.04 mg/L). The mean concentrations are, however,
As species from the blood and better avoids the in vivo increased to 3.98 6 4.91 (total As), 0.59 6 0.87 (DMA), and
methylation in the body since this treatment is a contin- 3.06 6 3.96 (AsB) mg/L in 24-h dialysate. No significant
uous procedure compared with the intermittent proce- differences in As concentrations were found between
dure of HD. serum and drained dialysate after 24-h dialysis (P 5
The mean concentrations of DMA, AsB, and total As in 0.4482, 0.5984, and 0.5770 for total As, DMA, and AsB,
urine of 10 CAPD patients with residual urine production respectively), indicating a nonselective accumulation or
are 2.24 6 1.80, 9.09 6 8.50, and 12.28 6 10.66 mg/L, removal of different As species. These results can be easily
respectively. These concentrations are significantly higher understood because CAPD means a slow equilibrium

Fig. 1. Comparison of (top)


mean total As and As species
concentrations in serum of
healthy subjects (HS) (n 5 23),
uremic nondialyzed (ND) (n 5
19), CAPD (PD) (n 5 14), and
hemodialysis (HD) (n 5 18) pa-
tients, and (bottom) mean total
As and As species concentra-
tions in serum (SE) (n 5 14),
dialysate (DL) (n 5 14), and
urine (UR) (n 5 10) of CAPD
patients.
408 Technical Briefs

dialysis. The low-molecular-mass species of AsB and 7. Jaffe M. Ueber den Niederschlag welchen Pikrinsäure in normalen Harn
erzeugt und ueber eine neue Reaktion des Kreatinins. Z Physiol Chem
DMA are easily transferable across the peritoneal mem- 1886;10:391– 400.
brane, and equilibrium in concentrations is readily 8. Versieck J, Vanballenberghe L. Determination of arsenic and cadmium in
achieved. The As species in dialysate are significantly human blood serum and packed cells. Trace Elem Man Anim 1985;5:
lower than those in urine (P ,0.005 for each As species) 650 –5.
9. Zhang X, Cornelis R, De Kimpe J, Mees L, Vanderbiesen V, Vanholder R.
because of the concentrating capacity of the kidney. The Total arsenic determination in serum and packed cells of patients with
analysis of total As and As species on each of the four chronic renal insufficiency. Fresenius J Anal Chem 1995;353:143–7.
exchanges of CAPD dialysate showed no significant dif-
ferences in concentrations on 1 day for the same patient.
Considering a mean volume of 8680 6 912 mL of drained
dialysate per day, the mean amount of total As is 35.1 6 Lipemia Interference with a Rate-Blanked Creatinine
45.7 mg per patient/24 h. Fig. 1 (bottom) compares the Method, Glen L. Hortin* and Katherine Goolsby (Dept. of
concentrations of total As and the As species in the three Pathol., Univ. of Alabama at Birmingham, 618 S. 18th St.,
different fluids (serum, dialysate, and urine). Birmingham, AL 35233; *author for correspondence: fax
Neither inorganic As species of As(III) and As(V) nor 205-975-4468, e-mail hortin@wp.path.uab.edu)
methylmalonic acid and AsC could be detected in serum,
urine, and dialysate of the CAPD patients, with one The reaction of picric acid (2,4,6-trinitrophenol) with
exception. Patient 5 showed measurable concentrations of creatinine under strongly alkaline conditions, originally
As(III) and As(V) in urine, but not in her 24-h dialysate. described by Jaffe .100 years ago [1], remains the most
The possibility that the urine was contaminated with common means of measuring creatinine in clinical sam-
inorganic As species during collection cannot be ex- ples. However, picric acid reacts with many compounds
cluded, although a very clean collector was used for the besides creatinine to yield colored products [1–5]. Ke-
urine, and the patient was instructed about the collection. tones, glucose, proteins, cephalosporins, and other com-
As this result was only observed in one specimen, more pounds react to yield positive interferences; also, de-
patients and urine samples are needed to confirm this creases in the color of bilirubin and hemoglobin under the
finding. reaction conditions yield negative interferences [2–7]. To
By dividing the subjects into the groups according to counter these interferences, analysts have tried many
the serum creatinine concentrations, we found that the variations of the Jaffe reaction, including modifications of
group with significantly higher serum creatinine concen- sample preparation, addition of oxidizers to remove in-
tration has a significantly higher As concentration terferents, solvent extraction of interferents, pH adjust-
(P ,0.05). The creatinine concentrations for the groups of ment of the reaction, continuous-flow dialysis, and kinetic
healthy subjects and CAPD and HD patients were respec- measurement of the reaction [2–5]. In kinetic methods, the
tively 80 6 25, 646 6 244, and 914 6 173 mmol/L, whereas most common approach to decreasing interferences, the
the As concentrations in the three groups were respec- timing of the absorbance readings can be selected to
tively 0.96 6 1.52, 4.67 6 5.41, and 6.47 6 4.28 mg/L. A minimize the effects of components that react faster or
similar conclusion was obtained previously when we more slowly than creatinine. For most samples, these
studied the accumulation of As in the serum of uremic modifications of the alkaline–picric acid methods have
patients on conservative treatment and of patients on improved the specificity of measurement. Results have
hemodialysis treatment [6, 9]. become closer to the “true” creatinine values determined
with reference methods [2–5]—improvements in mea-
surement that have led to a downward adjustment of
We thank M.C. Lambert for the assistance on the collec- creatinine reference intervals by ;3 mg/L [8, 9] (to ex-
tion of the samples. press creatinine in mmol/L, multiply mg/L by 8.84).
Despite improvements, substantial problems of inter-
References ference with creatinine measurements remain [2–5]. Re-
1. De Kimpe J, Cornelis R, Mees L, Van Lierde S, Vanholder R. More than
tenfold increase of As in serum and packed cells of chronical hemodialysis
cently, a rate-blanking method has been introduced that
patients. Am J Nephrol 1993;13:429 –34. compensates for absorbance changes of bilirubin and
2. Astrug A, Kuleva V, Kiriakov Z, Tomov A, Djingova R. Trace elements in blood hemoglobin under the strongly alkaline reaction condi-
and plasma of patients with chronic renal failure treated with maintenance
haemodialysis. Trace Elem Med 1984;1:65–70.
tions [6, 7]. Although this modification decreases the
3. Van Renterghem D, Cornelis R, Vanholder R. Behaviour of 12 trace elements interference from bilirubin and hemoglobin, we find that
in serum of uraemic patients on hemodiafiltration, J Trace Elem Electrolytes it introduces a new interference from lipemic samples.
Health Dis 1992;6:169 –74.
4. Wallaeys B, Cornelis R, Mees L, Lameire N. Trace elements in serum,
Introduction of a new rate-blanked compensated creat-
packed cells, and dialysate of CAPD patients. Kidney Int 1986;30:599 – inine method from Boehringer-Mannheim Corp. (India-
604. napolis, IN) was considered advantageous in our labora-
5. Cornelis R, Ringoir S, Mees L, Lameire N, Wallaeys B, Hoste J. Trace
element patterns in blood of patients with renal failure. In: McHowell J, tory because the method decreases negative interference
Gawthorne JM, White CL, eds. Trace element metabolism in man and from chromogens such as bilirubin and hemoglobin [6, 7].
animals. Canberra: Australian Academy of Science, 1981:530 –3. However, we noted unexpectedly low creatinine values
6. Zhang X, Cornelis R, De Kimpe J, Mees L, Vanderbiesen V, De Cubber A,
Vanholder R. Accumulation of arsenic species in serum of patients with for several patients after introduction of the method. In
chronic renal disease. Clin Chem 1996;42:1231–7. our clinic laboratory, occasional samples—all lipemic—
Clinical Chemistry 43, No. 2, 1997 409

yielded negative values, and other samples yielded creat- range of 5–15 mg/L, where highly accurate measure-
inine values substantially below what was clinically ex- ments of serum creatinine are needed for calculating
pected from the patient’s previous values, body mass, and creatinine clearance, monitoring renal transplant patients,
clinical status. Use of some of these measured serum and detecting early stages of kidney dysfunction from
creatinine values to calculate creatinine clearance yielded diabetes and other etiologies [2, 10].
clearance values of 200 mL/min per 1.73 m2 body surface Differences between the two Jaffe methods for lipemic
area or more, which are inconsistent with usual reference samples were not related to differences in calibration. The
values [2, 10]. Nonetheless, the manufacturer claims the same calibration material was used, and method compar-
method is not subject to significant interference from ison studies showed close agreement for nonlipemic sam-
lipemia, as tested by adding a synthetic lipid emulsion to ples; analysis of 17 samples with triglyceride ,4 g/L
samples to give a final triglyceride concentration of as (lipemic index range 5– 63, mean 20) during the same
much as 10 g/L [7]. At this concentration, lipid emulsions week as analysis of lipemic samples showed no difference
showed a small negative interference (;1 mg/L decrease .1 mg/L for comparative analyses by the two methods.
in creatinine) for creatinine concentrations near the upper The interference of lipemic samples in the rate-blanked
limit of normal (;13 mg/L). Any effect ,10% was con- compensated method appeared to relate to nonlinear
sidered not significant in the evaluation study [7]. changes in measured absorbance by lipoproteins during
To investigate the problem of interference by lipemic the analysis. After addition of the first reagent containing
samples, we compared creatinine values obtained with NaOH, there was a curvilinear increase of absorbance—
three different methods—the rate-blanked compensated rapid at first during the period used to rate-blank the
method from Boehringer-Mannheim, a compensated ki- absorbance changes in the sample, but slowing before
netic method from Boehringer-Mannheim, and an enzy- addition of the second reagent (containing picric acid).
matic method on the Vitros 700 analyzer from Johnson Thus, the blanking for baseline absorbance changes was
and Johnson (Rochester, NY)—for 17 lipemic samples excessive. For the rate-blanking to be accurate, the base-
received in our clinic laboratory during 1 week. The two line absorbance changes (without picric acid) would need
Jaffe reactions were performed simultaneously with the to be linear throughout the entire reaction. Identifying the
same lot of reagents on different channels of the same problem as involving the rate-blanking step explains why
Hitachi 747 analyzer. Lipemic samples were identified by a simpler compensated method using the same reagents
the lipemic index reported by the instrument (an index of does not have similar lipemia interference. Ways to avoid
changes in absorbance measurements attributable to light the lipemia interference include using Jaffe methods with-
scattering by lipoprotein particles of a specimen diluted in out rate blanking, using enzymatic methods, or storing
isotonic saline). Because the lipemic index depends on samples to allow separation of lipoproteins.
lipoprotein size as well as quantity, it does not correlate Interferences from lipemia are difficult to study, given
exactly with triglyceride concentrations. We also deter-
mined triglycerides in some samples as another measure
of lipemia, using the Hitachi 747 and a coupled enzymatic Table 1. Comparison of creatinine concentrations in lipemic
method from Boehringer-Mannheim without blanking for samples measured by three methods.
glycerol. As listed in Table 1, the rate-blanked compen- Concn., mg/L
sated method (Jaffe 1) provided values that averaged 5 Lipemic Triglycerides,
Jaffe 1 Jaffe 2 Enzymatic indexa g/L
mg/L lower than another compensated method (Jaffe 2)
24 5 6 634 44.3
and 4 mg/L lower than the enzymatic method. For some
3 11 12 400 .17.0
samples, the difference between the rate-blanked method
11 16 16 215
and the other comparative methods was as much as 10
11 17 16 213 16.2
mg/L. However, there was good agreement between the
8 12 11 139 7.8
compensated method and the enzymatic method for the
14 15 15 139 4.9
lipemic samples.
10 15 13 131
The magnitude of interference by lipemia in the rate-
2 14 10 120
blanked creatinine method did not correlate closely with
13 18 16 111 6.7
the lipemic index or triglyceride concentration. One of the
9 11 11 110
problems with this interference is that it is difficult to
13 17 16 104 5.5
identify a cutoff point below which interference from
6 11 9 90
lipemia does not occur. We routinely analyze by an
9 14 11 84
alternative method samples with a lipemic index .65;
11 15 13 81
;0.5–1% of clinic samples have a lipemic index above this
18 22 22 67 3.1
value, so several samples per day require alternative
20 20 20 63 2.0
analysis. The frequency of lipemic samples from our clinic
5 11 10 63 14.4
is likely to be high relative to that for inpatient settings,
Mean 9.3 14.4 13.4
because many of our samples are from nonfasting pa-
a
tients. This interference has a large potential clinical Lipemic samples were identified by a lipemic index measured with the
Hitachi 747 analyzer.
impact on the measurement of creatinine in the critical
410 Technical Briefs

the lack of a readily available source of lipoproteins for 10. Levey AS, Perrone RD, Madias NE. Serum creatinine and renal function.
Annu Rev Med 1988;39:465–90.
adding to samples. Effects of lipemia are often estimated
by using synthetic lipid emulsions, which may or may not
accurately replicate the physicochemical properties of
actual lipoproteins during analyses. With regard to inter-
ference from lipoproteins in a creatinine assay, we found Editor’s Note: Kenneth A. Slickers and Harrison E. Sine
that the effects of lipemia disappeared when samples (Boehringer-Mannheim Corp., Lab Diagnostics, 9115
were stored overnight, even when samples were vigor- Hague Rd., P.O. Box 50446, Indianapolis, IN 46250-0446)
ously vortex-mixed to try to disperse the lipoproteins in comment:
the samples. Use of stored samples, as commonly done in
many method-evaluation studies, would not detect the Hortin and Goolsby have demonstrated not only that the
interference found in freshly drawn samples. This exam- Jaffe creatinine assay remains imperfect (despite all efforts
ple illustrates the need to use actual lipemic samples to confer specificity) but also that the interferograph
freshly drawn from human subjects when investigating model for assessing interferences has yet another short-
interference from lipemia. coming. We have previously recognized that the age of
the hemolysate can influence hemoglobin interference
and that the type of bilirubin can influence the icterus
References interference. Now, apparently, in addition to the concen-
1. Jaffe M. Über den Niederschlag welchen Pikrinsäure in normalen Harn tration and type of lipids in the sample, even the age of
erzeugt und uber eine neue Reaction des Kreatinins. Z Physiol Chem the lipids that give rise to lipemia may also be important
1886;10:391– 400.
in predicting interferences based on turbidity measure-
2. Narayanan S, Appleton HD. Creatinine: a review. Clin Chem 1980;26:1119 –
26. ments. Clearly, as valuable as the serum indexes are, they
3. Spencer K. Analytical reviews in clinical biochemistry: the estimation of are still only indicators of possible interferences, and not
creatinine. Ann Clin Biochem 1986;23:1–25. quantitative estimates.
4. Bowers LD, Wong ET. Kinetic serum creatinine assays. II. A critical evalua- Studies are currently under development to determine
tion and review: the role of various factors in determining specificity. Clin
Chem 1980;26:555– 61. what, if any, improvement can be made in the current
5. Weber JA, van Zanten AP. Interferences in current methods for measurement Jaffe creatinine assay that will preserve the improved
of creatinine. Clin Chem 1991;37:695–700. performance vis-à-vis bilirubin that the rate-blanking in-
6. Hoffman RJ, Feld RD. A modified procedure for creatinine (CRT) interference troduced, while minimizing this newly recognized
which eliminates bilirubin (BILT) interference on the Hitachi 737 [Abstract].
Clin Chem 1988;34:1313.
influence of endogenous lipemia. We would like to deter-
7. Foster-Swanson A, Swartzentruber M, Nolen PA, Crawford K, Sine HE. mine more specifically which components of the sample
Multicenter evaluation of the Boehringer-Mannheim compensated, rate- lipids are responsible for the behavior. But we recognize
blanked/Jaffe application on BM/Hitachi systems. Adv Clin Diagnostics that it is also possible, based on the poor correlation of the
(Boehringer-Mannheim Corp.) 1993;3–12.
8. Foster-Swanson A, Swartzentruber M, Roberts P, Feld R, Johnson M, Wong
bias to the sample lipemia, that the actual interference is
S, et al. Reference interval studies of the rate-blanked creatinine/Jaffe due to some other sample constituent, and that the
method on BM/Hitachi systems in six US laboratories [Abstract]. Clin Chem lipemia is simply a marker for this interfering substance.
1994;40:1057.
Upon completion of these studies, operating parameters
9. Painter PC, Cope JY, Smith JL. Reference intervals. In: Burtis CA, Ashwood
ER, eds. Tietz textbook of clinical chemistry, 2nd ed. Philadelphia: WB and (or) assay limitation statements will be appropriately
Saunders, 1994:2184 –5. amended.

Correction
In the Beckman Conference paper by J.B. Silkworth and J.F. Brown, Jr., entitled “Evaluating the impact of exposure
to environmental contaminants on human health,” 1996;42:1345–9, insert the underlined words:
p. 1345, line 8 of the abstract: “ . . . are also produced, often to greater extents, by naturally occurring constituents . . . .”
p. 1345, line 7 of the article: “ . . . (DDT), might have on wildlife and even on human health. The press then
popularized the issue and may have been more effective at promoting fear than understanding.”
p. 1346, first column, line 9: “ . . . specific cytoplasmic receptor protein known as the aromatic hydrocarbon receptor.”
p. 1348, first column, line 11: “ . . . effects produced in humans by the synthetic chemicals of this type are no different
from those produced— generally to a much greater extent— by long-accepted natural components of the human
environment.”
On page 1345, second column, end of first paragraph, replace “ . . . lowest observable effect concentration.” with
“ . . . lowest observable effect level.”
The final sentence on page 1345 should read: “Some of these congeners are of environmental concern because they
tend to bioaccumulate and to produce toxicological effects in heavily dosed test animals [7,9 ], including immunotoxicity,
birth defects . . . .”

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