RESEARCH








Screening & Diagnosis

HOW TO MEASURE LEAD IN HUMANS, AND TO ORGANIZE AND CONDUCT LARGE-SCALE SCREENING

Dr. Patrick Parsons, Dr. Susan Cummins, Ms. M. Chaudhary-Webb, Dr. Wayne Matson, Dr. D.K. Saxena, Dr. Robert Parr, Dr. Sheila Rajarathanam, and Dr. Jude Vaz

Blood Lead Sample Collection Issues

Dr. Madhu Chaudhary-Webb

Correct sample collection procedures and techniques are paramount to ensure the quality of analytical outcomes. Proper pre- and post-collection procedures ensure that the samples collected are of high quality and free from contamination, coagulation, over-dilution, or breakage during shipping. These procedures include the use of proper supplies, universal precautions, blood collection technique, and sample handling after collection, and storage and shipping procedures.

The first step in any venous or capillary blood collection process is the use of correctly screened or certified "lead-free" blood collection supplies. All supplies that come in contact with the blood specimen should be tested for the presence of lead. These supplies include but are not limited to needles, syringes, lancets, and blood collection tubes or vials. CDC has developed screening guidelines, which suggest that each "lot" of supplies needs to have at least 42 units from that "lot" screened. For example, out of a specific batch number of lancets, 42 of the lancets are selected for screening. A "lot" is deemed to be "lead-free" if the lead contribution in each individual unit (from the 42 units) has no more than 5% of a normal expected blood lead level.

Universal precautions must be practiced at all times when dealing with patients or blood materials. This protects both the analyst and the patient against infection from biological materials. Gloves, safety glasses, and lab coats should be worn at all times when collecting blood or handling specimens. Gloves must also be changed between each patient. Additionally, the gloves used must be powder free to avoid potential lead contamination from the powder. All supplies used in the collection process must be one-use only and must be disposed of after use in biohazard disposal containers for incineration or sterilization. Lancets, needles, and syringes with attached needles should be placed in biohazard "Sharps" disposal containers.

The preferable technique for setting up a blood collection work area is to establish a clean workspace with fresh supplies laid out within reach of the blood collector. A disposable plastic backed absorbent pad ("chuck") should be laid out with a needle and syringe or lancet, gauze, alcohol swabs, bandage, labeling pen or labels, blood collection vial(s) or tube(s) and disposable biohazard containers within reach. Once an appropriate work area has been created, the patient must be instructed to thoroughly wash the site of blood collection with soap and water. The washed site must not come in contact with any surface until after blood collection is complete in order to avoid lead contamination from the surfaces. It is recommended that only trained phlebotomists or medical personnel collect venous samples. However, if capillary bloods are to be collected, most laboratorians and/or health care providers can be trained to safely collect the capillary specimen. If a venous sample is obtained, the vessel should contain nearly the full capacity of blood. This is necessary to avoid potential dilution from the liquid anticoagulant contained in some types of blood collection tubes. Additionally, certain technologies require properly filled tubes for both venous and capillary samples to avoid the problem of competitive binding which can potentially cause low lead results. Most capillary specimens can be collected from a fingerstick into various micro vials or tubes, but for children under 6 months of age, a heel stick is preferred. After washing the blood collection site, the site is wiped with a clean alcohol swab, then dried with a clean gauze pad. The third or fourth finger is punctured on the distal side with a lancet. In the case of heelsticks, the puncture should be done on either side of the heel (never in the center of the heel). The first drop of blood is wiped away, then the next few drops of blood are collected. The finger should not be "milked," as this could cause dilution of the blood from the surrounding tissue fluids resulting in falsely low blood lead results. Constant pressure at the puncture site is appropriate. The vial or tube used should be filled to the specified collection volume of that vial or tube. After collection, the patient’s puncture site should be bandaged. Immediately after collecting the blood, it should be thoroughly mixed with the anticoagulant in the tube or vial before it is stored. Once the blood collection is complete, all the used supplies and gloves can be rolled up in the disposable "chuck" and disposed of very conveniently in an appropriate biohazard disposable container. A new blood collection work area should be set up with a new "chuck" and new blood collection supplies, and a new set of gloves.

Depending upon the analytical procedure or technology selected for the survey or study, sample storage requirements will vary. Ideally, fresh blood should be stored at 4 ° C for short terms or frozen at or less than -20 ° C for long terms. In accordance with the National Committee for Clinical Laboratory Standards (NCCLS) guidelines, it is preferable in most situations to ship blood samples in coolers with "cool-packs" to maintain the temperature around 4 ° C, especially during periods of hot weather. This ensures the integrity of the specimens. However, many labs do accept blood specimens shipped at ambient temperature. Regardless of the shipping temperature, care should be taken to properly package the specimens to protect the specimens from breakage. In the event of breakage, packing should be capable of absorbing the spill. There should be three layers of protection between the sample and the exterior. The first layer being the tube in which the blood is contained, the second layer being a bag or box in which the tube is placed, and the third layer being the actual shipping container. Within the shipping container, there should be numerous layers of absorbent materials such as paper towels, "chucks", or newspaper that can soak up the blood should there be breakage during shipping.

In conclusion, proper blood lead sample collection and handling is a multifaceted process. All supplies used for the collection process must be "lead-free" as determined by testing or certification. Universal precautions must be routinely practiced in order to protect both the patient and the analyst from infectious disease. This includes wearing protective gear and using fresh single use disposable supplies per patient. For the actual blood collection event, a clean work space should be created by placing a disposable "chuck" along with the blood collection supplies and disposal containers within reach. The chuck is deposed of along with all the used collection supplies, and a fresh workspace is created for each new patient. And finally, care should be taken in the packaging and shipping process to ensure the integrity of the specimens. The packing should be able to protect the specimens from breakage, to soak up any spills, and keep the specimens cool.

References

1. Schlenker TL, Fritz CJ, Mark D, Laude M, Linke G, Murphy A, Matte T. Screening for Pediatric Lead Poisoning: Comparability of Simultaneously Drawn Capillary and Venous Blood Samples. JAMA 1994;271:1346-1348.

2. Schonfeld DJ, Cullen MR, Rainey PM, Berg AT, Brown DR, Hogan JC Jr, Turk DS, Rude CS, Cicchetti DV. Screening for Lead Poisoning in an Urban Pediatric Clinic Using Samples Obtained by Fingerstick. Pediatrics 1994;94(2):174-179.

3. Parsons PJ, Reilly AA, Esernio-Jenssen D. Screening Children Exposed to Lead: An Assessment of the Capillary Blood Lead Fingerstick Test. Clin Chem 1997;43(2):302-311.

4. NCCLS. Proposed Guideline C40-P. Analytical Procedures for the Determination of Lead in Blood and Urine. Wayne, PA: National Committee for Clinical Laboratory Standards, 1998;8(4):1-51.

Measurement of Lead in Humans with Anodic Stripping Voltammetry in the Laboratory and in the Field

Dr. Wayne R. Matson

Introduction

Anodic stripping voltammetry (ASV) was one of the first micro blood lead techniques introduced specifically for screening children for lead poisoning in the late 1960’s. During the early 1970’s the first versions of the technology were used by the Centers for Disease Control and ESA Inc. to describe the extent of pediatric lead poisoning in thirty cities around the United States. Subsequently more rapid and portable versions of the technology have been used in field studies to screen children for lead in locations around the world, most recently in extensive initial studies, to define the extent of lead poisoning in India. The ASV devices have also been used in a number of central clinical laboratories for routine lead testing.

Recently in 1998 ASV technology has been adapted to a hand held device that allows complete portability in field-testing. This portable device has been used to define the extent of lead poisoning in children in various studies in Russia, China, Ecuador, and other countries. And used in conjunction with laboratory based ASV devices for initiating screening programs.

ASV techniques have been shown in a number of studies and long term proficiency tests to be highly accurate. Both alone, and in conjunction with other techniques of assessing lead burden they offer some unique capabilities in the structuring of effective programs for reduction of lead damage to children.

The Technology of ASV

There are many confusing and erudite ways of explaining the arcane arts of electrochemistry, however, anodic stripping voltammetry is fundamentally quite simple. To perform an ASV test one starts with a sample that has a small amount of positive lead ions and a lot of other stuff in it. One puts an electrode in the sample and makes its voltage negative. This brings the positive lead ions to the electrode and lets them accumulate there leaving the other stuff behind. After the lead has accumulated onto the electrode one makes the voltage on the electrode go positive (Anodic). The accumulated lead is stripped (Stripping) off the electrode and the electrons that it gives when the voltage changes are counted (Voltammetry). If one controls the times and voltages and chemistries with a modicum of skill the number of electrons that are counted equal the amount of lead in the sample.

Types of ASV

There are two kinds of ASV that have been routinely used to screen children in the field and in clinical laboratories. The first uses a composite mercury graphite electrode (a dispersion of a small millionth of a gram amount of mercury on graphite) to accumulate the lead from a sample. With this device a measured 100 (l sample of blood (about three drops) is placed in a prepackaged tube of reagent containing acidic chromium and other materials to make the lead in the blood accessible. The tube is then placed on the electrode assembly and the process of ASV is initiated. The result of the blood lead analysis is reported in about 80 seconds. This instrument is designed to work with both fingerstick and stored venous blood samples, and is suitable for small clinical laboratories or satellite screening centers performing ca 100-250 tests a day. It has also been used as a semi portable device for screening centers that are set up for at least a day or more.

The second type of ASV uses a screen-printed disposable gold electrode with a protective coating. With this device (which is about the size of a pocket calculator) a 50 (l blood sample is placed in a prepackaged tube of reagent and a drop of the mixture is then placed on the disposable slide. The ASV process is initiated and the results of the blood lead analysis are reported in three minutes. This device is particularly useful in a structured program for identifying " hot spots" or regions where there is a specific high incidence of lead insult, and for use in a physician’s office or a remote location where instant results are needed.

Both types of ASV are unique in that a central laboratory largely performs the quality control of standards, reagents and procedures. This allows a high level of control of results in situations where extensive laboratory infrastructure is not widely available.

ASV and the Issue of Micro-Fingerstick Samples

Both types of ASV technology were specifically designed to be applied to fingerstick blood samples taken from children. The total system of analysis of sample acquisition, preparation and analysis was integrated for this specific purpose. There is a recurrent question of how well a fingerstick sample can be taken without contamination or dilution artifacts.

We have run screening programs for children in some pretty unlikely places; a private home in Beijing, a university office in Moscow, store front clinics and gymnasiums around the USA, and once in a Caribbean bar in St. Thomas. The blood lead data obtained was confirmed to be as good as that of the best central laboratories. It can be argued that the people taking the samples were highly trained and extraordinarily good at getting clean accurate samples from a child. (The author would like to think so.).

However, we also in the 1970’s, provided analytical support for twenty-five small cities with over a hundred volunteers taking duplicate fingerstick samples. What we found was that initially there was a high incidence of contaminated samples. But each volunteer was coded, and his or her personal results were broken out and reported to him or her. After three to five sampling events with this feed back they almost all were able to draw duplicates with minimal contamination or volume error. The critical thing is that a field compatible technique like ASV provides immediate feedback, not only to the parent of the child, but also to the technician or volunteer drawing the sample. This immediate feed back is important in learning the techniques of accurate sample acquisition.

ASV and the Economics of Screening

By far the greatest cost of lead poisoning prevention is in the infrastructure of the program, finding the children, getting them sampled, following up on the results of the samples and abating the sources of insult. Having the result of a blood lead test immediately reduces follow up costs, and eliminates the frequent problem of not being able to locate an elevated child again. There is also a more subtle effect. If the caregivers are right there when a high result is obtained, it is an optimum time to start the educational and awareness training for beginning to address the problem.

When we were screening children in an urban Beijing school last fall one of the teachers noticed as the data was being obtained, that the boys were more affected than the girls. An ad hoc environmental assessment indicated that the boys played preferentially in a dusty yard near the highway. A quick adaptation of the equipment indicated high levels in the dust, and plans were immediately made to change play habits and reduce dust levels.

Clearly this one incident is not a global solution to environmental lead pollution, but equally clearly it illustrates the utility of a technology that gives immediate results which can be immediately acted upon.

Summary

ASV is one of many assessment tools for measuring lead insult in children. It has unique operating capabilities that are useful in structuring a large scale screening program. It can be used either as a primary screening tool, or in conjunction with other methodologies to provide an overall analytical capability for supporting the elimination of lead damage to children.

Blood Lead Measurements Using Electrothermal Atomization Atomic Absorption Spectrometry (ETAAS)

Dr. Patrick J. Parsons

Background

Historically, atomic absorption spectrometry (AAS) has proven very successful for measuring lead in blood, urine and other body tissues. The Delves-cup AAS arrangement enabled quite small blood volumes (<100 µL) to be analyzed, and led to establishment of mass screening programs in North America, Europe and elsewhere. Delves-cup AAS is still used today, and with very good success, by some laboratories. For more than 25 years, electrothermal atomization AAS, which is also known as graphite furnace AAS, has been used for routine blood lead measurements. Early methods and instrumentation were prone to interferences, and protein separation was considered mandatory. However, modern furnace instrumentation is now much more successful, and ETAAS has largely replaced Delves-cup AAS as the method of choice in most clinical laboratories.

Method Summary

A simple but robust ETAAS method for blood lead is now available based on a concept called the Stabilized Temperature Platform Furnace (STPF). This approach requires the use of: platform atomization to achieve a more isothermal atomization environment; integrated absorbance signals for improved precision; chemical modifiers to stabilize the analyte during pyrolysis; stopped gas-flow and maximum power heating rates during atomization; and several other conditions. Thus, a consensus method was adopted by the National Committee for Clinical Laboratory Standards (NCCLS) in the United States because it appears to be easily transferable between instruments from different manufacturers.

Sample preparation: 1+9 dilution of 50-µL whole blood with modifier off-line.

Modifier solution: 0.5% (w/v) NH4H2PO4 + 0.5% (v/v) Triton X-100 + 0.2% (v/v) HNO3.

Calibration: 3 points + a blank either aqueous Pb in modifier or blood matrix-matched.

Quality controls: Tri-level QC samples low (10 µg/dL), medium (20-30 µg/dL) and high (40-60 &g/dL).

Instrumentation: l = 283.3 nm; 0.5-0.7 nm slit width; 12-µL deposited on the platform.

Method Validation

This method has been validated against certified reference materials from NIST, CEC BCR, CDC, and NYS DOH. It has proven successful in several proficiency testing programs for blood lead in the US (CAP, NYS DOH, WSLH and PA DOH) as well as several external quality assessment (EQAS) schemes (Quebec CHUL, UK EQAS, and Robens). The method, which was developed for the Perkin-Elmer 4100ZL (THGA) bench, has been shown to be directly transferable to instrumentation from Varian Optical Instruments (SpectrAA 400Z, SpectrAA 400P), Thermo Jarrell Ash (AtomSpec GF) and Hitachi (Z-8100, Z-9000),. It has even proven transferable to very low-cost ETAAS instrumentation using continuum correction, as well as Zeeman and Smith-Hieftje background correction systems. Typical analytical run times (excluding preparation) are of the order of one minute per cycle. The method has also been validated for measuring lead in urine.

Recommendations

The success of childhood lead poisoning prevention programs will depend to a large extent on the quality of data generated by the analytical laboratory. This is as true of clinical laboratories that must confirm positive capillary blood screening results with a venous blood lead test as it is of environmental laboratories that identify the source(s) of lead exposure. Lead screening programs need access to local specialized laboratories with the demonstrated skills and experience to report reliable blood lead measurements for diagnostic purposes and environmental remediation purposes. These local analytical laboratories should be operated under the guidance of a centralized reference laboratory(ies) that would be responsible for operating a proficiency testing program, producing reference materials certified for lead, and for training and educating laboratory technicians and supervisors. Given the large numbers of blood specimens involved, ETAAS is the obvious choice because modern instrumentation is designed to be run unattended. The key to success will be good training and adherence to established standards and practices.

Quality Control and Quality Assurance for Blood Lead Measurements; Role of Certified Reference Materials; Proficiency Testing Programs

Robert M. Parr

Introduction

Analytical quality assurance is an essential component of any kind of meaningful program of environmental monitoring and screening. Appropriate QA/QC procedures are needed in order to assure (1) comparability of measurements conducted by participating laboratories for different populations groups and/or geographical areas, (2) comparability with measurements reported for similar population groups in other countries and/or for other types of exposure, and (3) comparability over time, e.g. for monitoring the effects of interventions.

Quality Systems

Guidelines for the establishment of quality systems are available from various sources, particularly the International Organization for Standardization (ISO). The most relevant guides are ISO-25 and ISO-9000. An internationally harmonized protocol for proficiency testing prepared by IUPAC, ISO and AOAC provides similar guidelines for external quality control testing. Other relevant international guidelines have been proposed within the framework of the Global Environmental Monitoring System (GEMS) of the World Health Organization.

Certified Reference Materials

More than 500 certified reference materials (CRMs) with biological and/or environmental matrices are available from various international suppliers containing reference concentration values for lead. Eighteen of these have been made from human or bovine blood. No CRMs for lead are currently available from Indian producers, though several are in preparation (human blood, cattle milk, soil, fly ash, and seawater) and are expected to be available shortly.

Recommendations

All analytical laboratories that are participating in a national or regional program for lead monitoring should have an appropriate quality system in place to give assurance of their analytical competence. Such quality systems should conform to the general requirements of international recommendations on this subject, such as ISO-25 and ISO-9000. Accreditation by a certifying body is desirable, but not absolutely essential if proficiency-testing results are satisfactory.

All such participating laboratories should be able demonstrate their analytical competence using appropriate CRMs. For method validation, at least two CRMs (preferably more) should be chosen which cover both the low end and the high end of the working concentration range that is of interest.

Appropriate in-house QC materials should be included in every analytical run, and control charts should be maintained. A Central Reference Laboratory should be appointed to conduct external QC tests (proficiency tests) on a recurring basis using "blind" QC materials. The results should be evaluated and reported (z-scores) in accordance with the relevant IUPAC/ISO/AOAC protocol. Indian CRMs and testing materials should be used to the extent that they are available. Otherwise, CRMs should be obtained from other producers (NIST, BCR, AMI, etc.).

Although the main emphasis of a program on lead screening will involve the analysis of whole blood as a surrogate measure of dose, other kinds of samples (air, water, food, dust, and soil) may also need to be studied to assess different sources of exposure. The quality system should be able to take care of such matrices as well.

Conducting Surveillance and Screening Projects for Childhood Lead Poisoning: Epidemiologic and Program Issues

Dr. Susan Cummins

Lead exposure is the most common environmental hazard facing children in the United States and worldwide. The widespread nature of this persistent environmental hazard has been characterized by numerous epidemiologic surveys. This summary reviewed key considerations in the design and conduct of childhood lead poisoning screening surveys.

Use exposure Source and Pathway Information to Design the Survey

Any survey for childhood lead poisoning should focus first on the subgroup of children who are most likely to be lead exposed. There are two major issues to consider when selecting an appropriate study population for childhood lead poisoning screening projects. These are the likely exposure sources and pathways and the feasible methods for identifying and recruiting subjects. To illustrate these points, several previous screening projects were reviewed.

Exposure sources and pathways predict important characteristics of the exposed population. For example, the most common remaining source of lead poisoning in the United States is lead-contaminated dust from deteriorating lead containing paint and leaded gasoline emissions. Young children between the ages of 6 months and three years are most likely exposed because they engage in normal hand-to-mouth behavior that brings them in contact with large amounts of dust. When these behaviors naturally cease, usually at the age of three years, lead poisoning declines. Additionally, these young children have a very high metabolic and respiratory rate, and so take in and absorb more lead dust than do older children. When lead dust is the most common source of lead exposure, young children must be the focus of study.

Contrast this example with a food-borne source of exposure. In California, we recently identified a cluster of childhood lead poisoning among school-aged children and teens from consumption of lead contaminated candy imported from Mexico. Infants and young children did not consume the candy, so did not become poisoned. In this exposure situation, a study focussing on young children alone would have missed this important childhood lead poisoning outbreak.

Ascertaining the population

Sample ascertainment requires a balance between practical considerations and research needs. It is usually easier and less expensive to find participants through a central location where subjects gather, such as a clinic or community center. However, this approach may miss those who do not use the clinic or facility, who may be at highest risk for lead exposure. The optimal research sample is a randomly selected one, and moreover, developing a listing of the study population is often a barrier and the study sample will be harder to find and test.

Selecting an Approach for Measuring Blood Lead Levels

Again, selecting a blood collection and lead measurement method require balancing practical and research considerations. Using a fingerstick sample and analyzing it with the hand held analyzer is the simplest and least expensive method for obtaining an accurate measurement of individual blood lead levels. Additionally, participants may receive their results immediately, which provides an opportunity to provide real benefit to them. However, there is a great risk of environmental contamination of field samples, which would result in false elevations in the measurement. The gold standard method is a venous sample analyzed in a laboratory, However, this method is more expensive, and requires collection of blood in lead free tubes, transport, and other logistic difficulties.

Using Survey Data to Advance Policy

Surveys that identify a high prevalence of lead poisoning in a community or population provide powerful information for mobilizing lead poisoning prevention efforts. A well-designed survey can identify those in the community who are most affected and the main sources of their poisoning. More importantly, these data provide the scientific basis for developing programs to reduce and eliminate childhood lead poisoning over time.

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