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Automation in the Microbiology Lab
Nireshan Naidoo
Current Micro Lab Semi-Automation
Blood culture and MGIT TB detection Incubators
Semi-Automated ID and susceptibility testing
Current Micro Lab Semi-Automation
GXP Platform
Current Micro Lab Semi-Automation
MALDI - TOF ID Systems
Current Micro Lab Semi-Automation
Semi-Automated urine analysers
Current Micro Lab Semi-Automation
Automated Gram/Auramine Stainers
Current Micro Lab Semi-Automation
Current Micro Lab Automation
LIS Software and Digital result reporting
The major players
The major players
The major players
LIQUID BASED MICROBIOLOGY
• Traditionally, microbiology swabs have
been transported in a device that was
designed to keep a specimen associated
with the swab during the transport period.
• The swab itself has been used to inoculate
media and prepare smears.
• A paradigm shift occurred with the
introduction of liquid based swab
transport devices
• With these products, the specimen is
associated not with the swab but with the
liquid phase of the transport device.
• The presence of the specimen in a liquid-
based transport enables inoculation of the
specimen and smear preparation with
automated liquid-based specimen
processors.
E - Swabs
Factors Against Automation in Micro.
Microbiology is too complex to automate.
• In comparison to chemistry and hematology specimens
of laboratories, most of which are blood or urine based
and utilize a limited selection of tube sizes, microbiology
specimens are much more complex.
• Microbiology specimen types include blood, sterile body
fluids, tissues, urine, catheter tips, other prosthetic
devices, and lower respiratory tract specimens, among
others.
• Moreover, microbiology specimens are collected and
transported by utilizing a wide variety of devices,
including urine transport tubes, varieties of swab
collection devices, sterile containers for tissues, stool
specimens, aspirates
• An additional aspect of microbiology complexity is the
variation in the manners in which specimens are
processed. Specimens can be concentrated, macerated,
digested, decontaminated, sonicated prior to being
plated, or plated directly, and plating can be quantitative,
semiquantitative, or nonquantitative.
• A last aspect of the complexity of microbiology
specimen processing is related to media. In addition to
tubes for media being of various sizes, the lids of plates
that some manufacturers utilize to facilitate plate
stacking vary in height and geometry.
No machine can replace a human 

• The perception that machines
cannot exercise the critical
decision-making skills required
to process microbiology
specimens has persisted.
• Specifically, human observation
of organism growth on agar
plates is still considered
essential by many.While
machines are programmable,
humans are more flexible.
Cost of automation.
• Automation has historically
been considered too
expensive for microbiology.
• It simply has not been
viewed as cost-effective.
Although automation is
justified for chemistry and
hematology, the relative
specimen and test volumes
for microbiology are much
smaller, making automation
seemingly less attractive.
Micro Labs are too small for automation.

• Most microbiology laboratories
have been considered to be too
small for automation.
• The sentiment has been that,
while automation may have a
place in the very largest
microbiology labs, it does not
have a place in the average-sized
laboratory.
• Because these labs are small, any
automation would be
underutilized.
Factors For Automation in Micro.
INDUSTRY CHANGES
• Changes in the industry are multiple.
• Overall testing volumes are increasing 10 to 15% per
year, driven in part by an aging population, testing
innovations, infection control demands, and the growing
challenges resulting from detection and identification of
multidrug-resistant microorganisms.
• Consolidation of laboratories, particularly for
microbiology testing, continues to increase. Larger
laboratories have a greater potential to benefit from lab
automation than smaller laboratories.
• The 24-h, 7-day/week (24/7) microbiology laboratory is
becoming much more common, and automation that can
shorten turnaround time is being viewed more favorably.
• The 24/7 microbiology laboratory also allows cultures to
be read following an appropriate incubation time, rather
than waiting for the day shift, a scientifically unnecessary
delay which can result in delays in turnaround time.
• Today, in most laboratories, plate reading is primarily a
first-shift activity.TLA will facilitate reading plates on
other shifts as well.
PERSONNEL SHORTAGES
• shortages in trained microbiology
technologists are an industry challenge
• Fewer students are choosing medical
technology as a career than occurred a
generation ago.
• The pay for medical technologists is also
substandard compared to that of some
other health care professionals.
• Each of these challenges has resulted in
the mean age of the current workforce
continuing to increase without sufficient
replacement workers for those eligible
for retirement.
QUALITY ISSUES
• Demand by clinicians for new tests continues to grow,
not just in total numbers but also for the types (width
and breath) of testing being performed, driven in part
by the clinical utility of many of the newer molecularly
based assays for the diagnosis of infectious diseases.
• The trend toward decreasingly shorter lengths of stay
for hospital inpatients has led to increased demand for
more rapid turnaround times for infectious disease
assays.
• While tests are sometimes less expensive when they
are performed by a reference laboratory, the longer
turnaround time for a reference lab test result drives
the impetus to bring some of this testing back to
hospital laboratories.
• Another aspect of quality is the increasing importance
placed on traceability for laboratory testing.Automated
specimen processors and TLA solutions provide far
greater traceability than when the same testing is
performed manually.
REQUIREMENTS FOR AUTOMATION
• For automation to be successful, it will need to be flexible in design, embrace the human element,
and adapt to the challenges of specimen diversity.
• Flexibility acknowledges that one size will not fit all and incorporates an open, expandable
architecture that can be adapted to a laboratory’s available space and potential future growth.
• Moreover, flexibility will also require that automation systems embrace diversity of equipment
manufacturers.
• Laboratories may select an automation system from one vendor that best fits their needs while
selecting analytical instrumentation from a second and/or third vendor.The capability of integrating
equipment from these different manufacturers will be critical to microbiology TLA success.
• Embracing the human element focuses microbiology technologists on the performance of the most
complex tasks, such as selecting colonies for further workup while removing these personnel from
tasks, such as plating, that can be performed by an instrument, operated by a less trained individual.
• It is important to appreciate that automation does not remove decision making for the
microbiology technologist; rather, if facilitates decision making and eliminates wasteful activities.
• Microbiology must move as much as is practical to liquid based transport devices to facilitate
automated plating.
• For those specimen types that will never be in a liquid-based transport, the automated solutions
must be able to accommodate the introduction of manually inoculated media into their systems.
Next Generation/Current Technologies.
Specimen Processors.
SPECIMEN PROCESSORS
• Innova processor
• (BD Diagnostics, Sparks, MD)
• InoqulA full automation/manual
interaction (FA/MI) specimen-
processing device
• (BD Kiestra B.V., Drachten,
Netherlands),
• Previ Isola automated plate streaker
(bioMérieux, Inc., Hazelwood, MO)
• WASP
• Copan Diagnostics, Murrieta, CA
The recommended characteristics of
specimen processors based on studies:
accuracy,
capacity,
manufacturer’s technical support,
flexibility (specimen types, loops,
inoculation protocols, medium options,
laboratory information system [LIS] issues),
flexibility,
modularity,
and costs (initial costs, costs for any
required disposable supplies, and
operational labor costs).
TOTAL LAB AUTOMATION (TLA)
These include conveyor/track
systems to move plates to
and from incubators, digital
cameras to capture plate
images at specified intervals,
automated incubators with
digital reading stations, and
proprietary software to
facilitate these processes.
They utilize various versions
of computer-driven robotic
plate management to
automate specimen
processing and workup.
• Kiestra
• TLA (BD Kiestra B.V., Drachten,
Netherlands)
• full microbiology laboratory automation
• (FMLA; bioMérieux, Inc., La Balme,)
• WASPLab (Copan Diagnostics, Murrieta,
CA).
ADVANTAGES OF TLA
• Because medium is not sitting on a workbench waiting to be read, there is
continuous incubation of plated media, rather than intermittent periods of
incubation, as traditionally occurs in microbiology laboratories.
• Plate reading can be performed when incubation is adequate on a plate and is not
tied to a traditional lab work schedule.
• When plates are required for workup, they can be efficiently retrieved, obviating the
need to handle multiple stacks of plates.
• Plate image records are retained, which facilitates review of growth over time,
irrespective of the number of technologists who may work on the culture.With
stored image analysis, microbiologists have the ability to examine a patient’s culture
history, both over time and between different specimens.
• this workflow will facilitate improvement in the quality of supervisory culture
review and enhance the training of new technologists.
• Infection control measures - lesser exposure for staff
NEEDS TO BE MORE RESEARCH
• The scientific literature assessing the benefits of microbiology automation is sparse.
• While the benefits of microbiology automation can often be inferred, well-performed
studies are needed to accurately assess the financial, operational, and clinical impacts of
incremental or total laboratory automation in microbiology laboratories.
• While there is evidence that automated processing instruments produce more isolated
colonies than manual plating, there remain questions to be answered related to the
downstream benefit of having more isolated colonies on the primary culture plates.
• What is the measureable impact on labor and supplies for culture workup?
• What is the effect on the time to organism identification and antimicrobial
susceptibility testing result?
• Is there an effect on the time to final reporting of the culture?
CONCLUSIONS
• There have been limited studies examining productivity increases following
implementation of total microbiology laboratory automation.
• Additional studies are warranted to assess potential benefits in different types and sizes
of laboratories.
• What is the measureable impact of TLA on labor and supplies for culture workup?
• What is the effect on the time to organism identification and antimicrobial susceptibility
testing result?
• What is the effect on the time to final reporting of the culture?
• What is the impact of earlier examination of plates because the images indicate that
there is sufficient growth for identification/antimicrobial sensitivity tests?
• Lastly and perhaps most importantly, studies are needed to assess the clinical impact of
what, we assume, will be more-rapid organism identifications and more-rapid
antimicrobial susceptibility test results.
• How will patient care be impacted by faster test results? It is reasonable to assume that
the clinical benefits will vary depending upon the patient population assessed, e.g.,
inpatient versus outpatient and intensive care unit patient versus non-intensive care

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Automation in Micro

  • 1. Automation in the Microbiology Lab Nireshan Naidoo
  • 2. Current Micro Lab Semi-Automation Blood culture and MGIT TB detection Incubators
  • 3. Semi-Automated ID and susceptibility testing Current Micro Lab Semi-Automation
  • 4. GXP Platform Current Micro Lab Semi-Automation
  • 5. MALDI - TOF ID Systems Current Micro Lab Semi-Automation
  • 6. Semi-Automated urine analysers Current Micro Lab Semi-Automation
  • 7. Automated Gram/Auramine Stainers Current Micro Lab Semi-Automation
  • 8. Current Micro Lab Automation LIS Software and Digital result reporting
  • 12. LIQUID BASED MICROBIOLOGY • Traditionally, microbiology swabs have been transported in a device that was designed to keep a specimen associated with the swab during the transport period. • The swab itself has been used to inoculate media and prepare smears. • A paradigm shift occurred with the introduction of liquid based swab transport devices • With these products, the specimen is associated not with the swab but with the liquid phase of the transport device. • The presence of the specimen in a liquid- based transport enables inoculation of the specimen and smear preparation with automated liquid-based specimen processors.
  • 15. Microbiology is too complex to automate. • In comparison to chemistry and hematology specimens of laboratories, most of which are blood or urine based and utilize a limited selection of tube sizes, microbiology specimens are much more complex. • Microbiology specimen types include blood, sterile body fluids, tissues, urine, catheter tips, other prosthetic devices, and lower respiratory tract specimens, among others. • Moreover, microbiology specimens are collected and transported by utilizing a wide variety of devices, including urine transport tubes, varieties of swab collection devices, sterile containers for tissues, stool specimens, aspirates • An additional aspect of microbiology complexity is the variation in the manners in which specimens are processed. Specimens can be concentrated, macerated, digested, decontaminated, sonicated prior to being plated, or plated directly, and plating can be quantitative, semiquantitative, or nonquantitative. • A last aspect of the complexity of microbiology specimen processing is related to media. In addition to tubes for media being of various sizes, the lids of plates that some manufacturers utilize to facilitate plate stacking vary in height and geometry.
  • 16. No machine can replace a human 
 • The perception that machines cannot exercise the critical decision-making skills required to process microbiology specimens has persisted. • Specifically, human observation of organism growth on agar plates is still considered essential by many.While machines are programmable, humans are more flexible.
  • 17. Cost of automation. • Automation has historically been considered too expensive for microbiology. • It simply has not been viewed as cost-effective. Although automation is justified for chemistry and hematology, the relative specimen and test volumes for microbiology are much smaller, making automation seemingly less attractive.
  • 18. Micro Labs are too small for automation.
 • Most microbiology laboratories have been considered to be too small for automation. • The sentiment has been that, while automation may have a place in the very largest microbiology labs, it does not have a place in the average-sized laboratory. • Because these labs are small, any automation would be underutilized.
  • 20. INDUSTRY CHANGES • Changes in the industry are multiple. • Overall testing volumes are increasing 10 to 15% per year, driven in part by an aging population, testing innovations, infection control demands, and the growing challenges resulting from detection and identification of multidrug-resistant microorganisms. • Consolidation of laboratories, particularly for microbiology testing, continues to increase. Larger laboratories have a greater potential to benefit from lab automation than smaller laboratories. • The 24-h, 7-day/week (24/7) microbiology laboratory is becoming much more common, and automation that can shorten turnaround time is being viewed more favorably. • The 24/7 microbiology laboratory also allows cultures to be read following an appropriate incubation time, rather than waiting for the day shift, a scientifically unnecessary delay which can result in delays in turnaround time. • Today, in most laboratories, plate reading is primarily a first-shift activity.TLA will facilitate reading plates on other shifts as well.
  • 21. PERSONNEL SHORTAGES • shortages in trained microbiology technologists are an industry challenge • Fewer students are choosing medical technology as a career than occurred a generation ago. • The pay for medical technologists is also substandard compared to that of some other health care professionals. • Each of these challenges has resulted in the mean age of the current workforce continuing to increase without sufficient replacement workers for those eligible for retirement.
  • 22. QUALITY ISSUES • Demand by clinicians for new tests continues to grow, not just in total numbers but also for the types (width and breath) of testing being performed, driven in part by the clinical utility of many of the newer molecularly based assays for the diagnosis of infectious diseases. • The trend toward decreasingly shorter lengths of stay for hospital inpatients has led to increased demand for more rapid turnaround times for infectious disease assays. • While tests are sometimes less expensive when they are performed by a reference laboratory, the longer turnaround time for a reference lab test result drives the impetus to bring some of this testing back to hospital laboratories. • Another aspect of quality is the increasing importance placed on traceability for laboratory testing.Automated specimen processors and TLA solutions provide far greater traceability than when the same testing is performed manually.
  • 23. REQUIREMENTS FOR AUTOMATION • For automation to be successful, it will need to be flexible in design, embrace the human element, and adapt to the challenges of specimen diversity. • Flexibility acknowledges that one size will not fit all and incorporates an open, expandable architecture that can be adapted to a laboratory’s available space and potential future growth. • Moreover, flexibility will also require that automation systems embrace diversity of equipment manufacturers. • Laboratories may select an automation system from one vendor that best fits their needs while selecting analytical instrumentation from a second and/or third vendor.The capability of integrating equipment from these different manufacturers will be critical to microbiology TLA success. • Embracing the human element focuses microbiology technologists on the performance of the most complex tasks, such as selecting colonies for further workup while removing these personnel from tasks, such as plating, that can be performed by an instrument, operated by a less trained individual. • It is important to appreciate that automation does not remove decision making for the microbiology technologist; rather, if facilitates decision making and eliminates wasteful activities. • Microbiology must move as much as is practical to liquid based transport devices to facilitate automated plating. • For those specimen types that will never be in a liquid-based transport, the automated solutions must be able to accommodate the introduction of manually inoculated media into their systems.
  • 26. SPECIMEN PROCESSORS • Innova processor • (BD Diagnostics, Sparks, MD) • InoqulA full automation/manual interaction (FA/MI) specimen- processing device • (BD Kiestra B.V., Drachten, Netherlands), • Previ Isola automated plate streaker (bioMérieux, Inc., Hazelwood, MO) • WASP • Copan Diagnostics, Murrieta, CA The recommended characteristics of specimen processors based on studies: accuracy, capacity, manufacturer’s technical support, flexibility (specimen types, loops, inoculation protocols, medium options, laboratory information system [LIS] issues), flexibility, modularity, and costs (initial costs, costs for any required disposable supplies, and operational labor costs).
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  • 28. TOTAL LAB AUTOMATION (TLA) These include conveyor/track systems to move plates to and from incubators, digital cameras to capture plate images at specified intervals, automated incubators with digital reading stations, and proprietary software to facilitate these processes. They utilize various versions of computer-driven robotic plate management to automate specimen processing and workup. • Kiestra • TLA (BD Kiestra B.V., Drachten, Netherlands) • full microbiology laboratory automation • (FMLA; bioMérieux, Inc., La Balme,) • WASPLab (Copan Diagnostics, Murrieta, CA).
  • 29. ADVANTAGES OF TLA • Because medium is not sitting on a workbench waiting to be read, there is continuous incubation of plated media, rather than intermittent periods of incubation, as traditionally occurs in microbiology laboratories. • Plate reading can be performed when incubation is adequate on a plate and is not tied to a traditional lab work schedule. • When plates are required for workup, they can be efficiently retrieved, obviating the need to handle multiple stacks of plates. • Plate image records are retained, which facilitates review of growth over time, irrespective of the number of technologists who may work on the culture.With stored image analysis, microbiologists have the ability to examine a patient’s culture history, both over time and between different specimens. • this workflow will facilitate improvement in the quality of supervisory culture review and enhance the training of new technologists. • Infection control measures - lesser exposure for staff
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  • 31. NEEDS TO BE MORE RESEARCH • The scientific literature assessing the benefits of microbiology automation is sparse. • While the benefits of microbiology automation can often be inferred, well-performed studies are needed to accurately assess the financial, operational, and clinical impacts of incremental or total laboratory automation in microbiology laboratories. • While there is evidence that automated processing instruments produce more isolated colonies than manual plating, there remain questions to be answered related to the downstream benefit of having more isolated colonies on the primary culture plates. • What is the measureable impact on labor and supplies for culture workup? • What is the effect on the time to organism identification and antimicrobial susceptibility testing result? • Is there an effect on the time to final reporting of the culture?
  • 32. CONCLUSIONS • There have been limited studies examining productivity increases following implementation of total microbiology laboratory automation. • Additional studies are warranted to assess potential benefits in different types and sizes of laboratories. • What is the measureable impact of TLA on labor and supplies for culture workup? • What is the effect on the time to organism identification and antimicrobial susceptibility testing result? • What is the effect on the time to final reporting of the culture? • What is the impact of earlier examination of plates because the images indicate that there is sufficient growth for identification/antimicrobial sensitivity tests? • Lastly and perhaps most importantly, studies are needed to assess the clinical impact of what, we assume, will be more-rapid organism identifications and more-rapid antimicrobial susceptibility test results. • How will patient care be impacted by faster test results? It is reasonable to assume that the clinical benefits will vary depending upon the patient population assessed, e.g., inpatient versus outpatient and intensive care unit patient versus non-intensive care