RMl

no. 916

1968

COLLECTION, HANDLING & SHIPMENT

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U.S. DEPARTMENT OF HEALTH, EDUCATION, AND WELFARE/public health service

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COLLECTION, HANDLING, AND SHIPMENT OF MICROBIOLOGICAL SPECIMENS

JOHN E. FORNEY, PH.D., Editor

U.S. DEPARTMENT OF HEALTH, EDUCATION, AND WELFARE

Public Health Service

HEALTH SERVICES AND MENTAL HEALTH ADMINISTRATION

NATIONAL

COMMUNICABLE DISEASE CENTER Atlanta, Georgia 30333

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This is a revision of a similar publication entitled “Collection, Handling, and Shipment of Diagnostic Specimens” previously issued under the same publication number.

Public Health Service Publication No. 976 First Printed December 1962 Revised November 1968

For sale by the Superintendent of IJocuinents, U.S. Cioveriunont Printing Ollke Washington, U.C. 20402 - Price 60 cents

UNITED STATES GOVERNMENT PRINTING OFFICE WASHINGTON, D. C. : 1968

FOREWORD

A reliable laboratory report as an aid in the diagnosis of disease depends upon the care and thought used in the collection, handling, and transport of specimens. T oo often physicians and other medical or public health personnel are only generally familiar with the problems and procedures involved in obtaining and submit- ting material for laboratory examination.

The objective of this manual is to present procedures which, in the opinion of the staff of the National Communicable Disease Center who authored the various sections have been found to be practical and productive. Other methods may be equally satisfactory, however, and may, at times, be substituted for those described. In any case, whenever laboratory examinations are to be carried out in local or State laboratories, methods acceptable to these laboratories should be used.

It is of utmost importance that the purpose of a procedure for handling a specimen be kept in mind. Thus, for example, the safest and most expeditious method of transporting specimens to a diagnostic laboratory may be by automobile rather than by mail or express, thus obviating the need for elaborate packaging. In contrast, forwarding specimens to a reference library by mail requires procedures which insure viability of the infectious agent and provide maximum protection to those handling the shipment in transit.

Use of trade names is for identification only and does not constitute endorsement by the Public Health Service or the U. S. Department of Health, Education, and Welfare.

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CONTENTS

Page

Laboratory Services at the National Communicable Disease Center 1

Procedures For Collection, Preparation, And Shipment Of Microbiological

Speciments 2

GENERAL INSTRUCTIONS 2

1. Basic Principles 2

2. Infectious Diagnostic Specimens 2

3. Identification of Specimens 2

4. Packaging of Specimens 2

5. Shipment of Specimens 3

6. Criminal Statute (18 USC 1716 ) Pertaining to Shippers of Diagnostic Materials 3

BACTERIOLOGICAL, MYCOLOGICAL, AND PARASITOLOGICAL SPECIMENS 3

1. Bacterial Specimens 4

2. Mycological Specimens 4

3. Parasitological Specimens 4

VIRAL AND RICKETTSIAL SPECIMENS 4

MISCELLANEOUS SPECIMENS 5

Directions For The Collection Of Specimens For The Laboratory Diagnosis Of

Certain Bacterial, Mycotic, Parasitic, Arthropod-borne, Viral and Rickettsial

Diseases 6

BACTERIAL DISEASES 6

1. Anaerobes (diseases due to) 6

2. Anthrax 7

3. Brucellosis 7

4. Diphtheria 8

5. Enteric Infections 8

a. Typhoid Fever 8

b. Salmonellosis 9

c. Shigellosis 9

d. Enteropathogenic Escherichia coli 9

6. Gonorrhea 10

7. Hemolytic Streptococcus Infections 10

8. Hemophilus Infections of the Pharynx and Conjunctiva 12

9. Leptospirosis 12

10. Meningitis 12

11. Plague 13

12. Syphilis 13

13. Tuberculosis 15

14. Tularemia 16

MYCOTIC DISEASES 16

1. Cutaneous Fungus Infections 16

2. Subcutaneous Fungus Infections 17

3. Systemic Fungus Infections 17

a. Actinomycosis 17

b. Coccidioidomycosis 18

c. Histoplasmosis 18

d. Fluorescent Antibody (FA) Staining 19

PARASITIC DISEASES 19

1. Blood Parasites 19

2. Intestinal Parasites 22

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CONTENTS— Continued

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ARTHROPOD-BORNE DISEASES (SPECIMENS FOR IDENTIFICATION OF ARTHROPODS) 27

1. Ectoparasites 27

2. Flies and Mosquitoes 27

3. Arthropod Specimens Submitted for Virus or Rickettsia Isolation 27

VIRAL AND RICKETTSIAL DISEASES 30

1. Preparation and Shipment of Diagnostic Specimens 30

2. Minimum Data to be Supplied With Specimen 31

3. Laboratory Methods in Diagnosis 32

4. Interpretation of Laboratory Results 32

5. Packing and Shipment of the Specimens for Rabies Diagnosis 33

TABLES

Table

1. Location of Parasites or Their Diagnostic Stage Within the Body 19

2. Immunodiagnostic Tests for Parasitic Infections 23

3. Preserving and Handling Insects and Other Arthropods 27

4. Diagnostic Procedures for Viral and Rickettsial Diseases 34

FIGURES

Figure

1. Properly and Improperly Prepared Blood Films 21

2. Parasitological Examination of Stool Specimens 24

3. Use of Cellulose-Tap>e Slide Preparation for Diagnosis of Pinworm Infections 26

4. Arthropods of Medical Importance 28

5. Methods of Collecting Live Insects 29

APPENDICES

Appendix

I Postal Requirements for Shipping Diseased Tissues and Other

Spiecimens 36

II Selected Transport Media and Reagents 38

III Acceptable Containers for Use in Shipping Specimens 40

IV Reference Diagnostic Services Available at the National Communicable

Disease Center 41

V Request for Viral and Rickettsial Reference Service (P.H.S.

Form 3.332) 43

VI

Laboratory Services at the National Communicable Disease Center

The laboratories of the National Communicable Disease Center (NCDC) serve as a national reference or consultative facility and accept specimens from only the State public health laboratories and Public Health Service facilities. Specimens which cannot be examined locally should be sent to the State laboratory where they may be processed or, if the requested service is not available at the State level, the State laboratory director may then forward either the original specimen or the pure culture to the NCDC. Certain services available at NCDC are of value in epidemic situations only, and submission of single cultures from isolated cases would serve no useful purpose. Requests for serotyping of Group A streptococci and phage typing of Salmonella, Shigella, or staphylococci from such cases serve to illustrate the point. Acceptance of diagnostic specimens from private physicians or institutions and local health departments is not authorized.

The volume of specimens submitted for virological examination has increased to the point that it is impos- sible for NCDC to examine routine specimens and, at the same time, provide the support needed for de- velopment of virological facilities within the State laboratories and assist the States in the solution of their epidemiologic problems. Because assistance to the States in the above matters is of major importance and a basic responsibility of NCDC, the resources of NCDC virology laboratories must be directed to these ends. Therefore, the Laboratory Program limits its acceptance to specimens having epidemiologic im- plications.

Since virology is still a rapidly developing science, diagnostic problems may occasionally arise which require assistance from the NCDC laboratories even though the case has no immediate clear-cut epidemiologic im- plication. In such instances, the State laboratory director should consult with the Chief of the Virus Reference Unit at the NCDC.

From the viewpoint of the practicing physician, this policy should work no hardship since most virological diagnosis is retrospective and of little or no value in the treatment of the individual patient.

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Procedures for Collection, Preparation, and Shipment of Microbiological Specimens

GENERAL INSTRUCTIONS

1. Basic Principles. In obtaining and submitting diagnostic specimens, basic principles should be observed. Principles applicable to specimens submitted for isolation and identification of the etiologic agent include:

a. Select appropriate specimens.

b. Obtain specimens as early in the illness as possible.

c. Identify the specimen properly.

d. Request specific test(s) desired or indicate etiologic agent suspected.

e. Protect viability of organisms during transit. Other principles applicable to specimens sub- mitted for serological examination are:

a. Collect blood and serum samples in sterile tubes and maintain sterility in handling. Use leakproof stoppers on all tubes.

b. Collect paired specimens at appropriate in- tervals because, with a few exceptions, they are desirable and because, in suspected viral infections, they are mandatory. Since a rise in antibody titer is a more reliable diagnostic sign than the mere presence of antibodies, the first specimen should be collected as early after onset as possible and the second, usually two or three weeks later.

c. Protect whole blood from freezing under any circumstances.

In general, specimens submitted as smears for examination should:

a. Be allowed to dry completely.

b. Be packed properly to prevent breakage.

2. Infectious Diagnostic Specimens. Rapid trans- port of infectious diagnostic specimens is of vital importance in communicable disease control. Fortunately, no regulations hamper such move- ment as long as one follows the rigid Postal Regulations which pertain to the preparation of the specimen for shipment.

The NCDC defines infectious diagnostic speci- mens as:

a. All specimens of human or animal excreta, secreta, tissue, tissue fluids, or hair which contain or are suspected of containing the live causative agent of a human disease or an animal disease transmissible to man, and which are shipped or mailed to a diagnostic or research laboratory for isolation and identification of the etiological agent.

b. Pure cultures or concentrated isolates or vectors of etiological agents shipped from the isolating or collecting laboratory to a specialty laboratory for identification and typing, or further research, or both.

c. Pure cultures of known etiological agents which are used as reference cultures or as antigens in diagnostic laboratory procedures.

3. Identification of Specimens. Identify individual specimen tubes or containers by encircling them with typed or penciled legends on adhesive tape. Give patient’s name, type of specimen, and date of collection. This is particularly important with clear fluids and paired sera. Ink, hall-point pen, wax, or indelible pencil should not be used be- cause writing done with them becomes illegible. Include with the shipment a legible copy of a list of the specimens giving identifying name or number, date obtained, and tests desired.

4. Packaging of Specimens. Proper packaging not only protects the specimen in transit but also the personnel handling it. Protection is espe- cially important in the case of breakage.

Never Mail Viable Specimens in Petri Plates.

Never Enclose Dry Ice in Hermetically Sealed Containers.

A safe packaging procedure which complies with Public Health Service Regulations and the requirements of the Universal Postal Union follows:

a. Enclose the specimen in a bottle or tube of thick glass sealed with a rubber stopper or

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paraffin-treated cork. Bottles are preferred because of their greater shock resistance, but heavy-walled tubes are acceptable if prop- erly packed. Closure by fusion is also accept- able.

b. Place the glass container in an airtight and watertight tin to absorb any leakage, pack absorbent cotton, vermiculite, sawdust, or other suitable absorbent material around the glass container.

c. Pack the can in a cardboard container with crumpled newspaper or other shock-resisting insulating material and wrap for shipment.

d. Individual tubes must be shipped in con- tainers providing sufficient space for shock- absorbing material all around the tube. If several tubes are packed in the same can, wrap them individually in absorbent material such as soft paper or cloth to provide ade- quate cushioning between the tubes.

e. SCREW-CAP TUBES ARE NOT RECOMMENDED for blood, serum, or other fluid specimens because leakage frequently occurs, particu- larly when outside pressure decreases during air transportation. Screw-cap tubes are ac- ceptable for agar or similar cultures.

f. Bottles or tubes for specimens should be of hard glass and of 2 ml. or larger capacity.

g. Screw caps should have a resilient, sealing gasket or insert and should be secured by tape.

h. When screw-capped jars are used for ship- ping larger specimens, the resilient cap lining should achieve airtight and fluid-tight clos- ure, and the cork or cap should be secured in place with a metal collar or adhesive tape. Gas-forming cultures of yeast are an excep- tion to this rule.

i. Regular #3 household cans or pressure- sealed paint cans are useful for shipment of bottles or multiple specimens. Household cans should be sealed by roll crimping the lid with a home-canning device. Pressure- sealed paint cans have the advantage of not requiring a crimping device. The large sized paint cans are practical for large quantity shipments and may be used as outer con- tainers, as required by the Convention of the Universal Postal Union.

5. Shipment of Specimens.

a. Mark shipments with “Perishable,” “Packed in Dry Ice,” “Refrigerated Biologic Ma- terial,” “Fragile,” or some other suitable

designation. Standard labels should be used if available.

b. For long distances, ship all specimens by air mail or air express. Air freight should not be used when speed is essential. If possible, assure that the shipment is given priority over nonperishable items.

c. Specimens submitted to the laboratory should be accompanied by an appropriate report form giving name and age of patient, source of specimen, disease suspected, brief statement of clinical symptoms, and, in the case of cultures, tentative identication.

d. Delay may be avoided by addressing ship- ments to the laboratory unit involved; for example, “Virus Reference Unit,” “Enteric Bacteriology Unit,” “Venereal Disease Re- search Laboratory,” etc.

e. Shipment of specimens should be timed so that they will not arrive at the laboratory on or just before a weekend or holiday; this will help avoid possible deterioration.

f. In some localities, surface mail, bus or rail- way express may be faster than air transport; but, in any case, the most rapid method should be used.

6. Criminal Statute (18 USC 1716) Pertaining to Shippers of Diagnostic Materials. This statute is of interest to all shippers of diagnostic ma- terials whether the materials are potentially pathogenic or not. Even if spillage occurs from non-pathogenic materials but injures or dam- ages mail, equipment, or personnel, the shipper may face prosecution even though there is no question of hazard from an infectious agent. The value of meticulous packaging, with suffi- cient absorbent material around the specimen to prevent fluid leakage, extends well beyond the major concern of preventing accidental infec- tion.

BACTERIOLOGICAL, MYCOLOGICAL, AND PARASITOLOGICAL SPECIMENS

For the purpose of this manual, the significant differ- ence between primary specimens and cultured bac- teria and fungi is that primary specimens are usually shipped intrastate only, whereas most shipments to NCDC or other out-of-State reference laboratories consist of pure cultures. The same general rules and principles covering handling and shipment of pure

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cultures also apply to specimens obtained from the patient or any other source.

1. Bacterial Specimens. Agar slant or stab cul- tures, using freshly prepared media free of excess moisture, are most practical. Stab cul- tures are best for anaerobes. If the bacteria have low shipping tolerance (as does Neisseria, for example), fresh and relatively heavy growths on either blood agar or brain heart infusion slant, moistened with a drop of blood, or a chocolate agar slant should be forwarded. The tube should be closed with either a rubber stopper or paraffin-treated cork secured in place with ad- hesive tape. A screw-cap tube is also acceptable, provided the cap is wrapped and sealed with tape. The tape should be applied in the direction of the threads to avoid loosening the cap. Viable cultures should NEVER be shipped in Petri plates.

2. Mycological Specimens. Yeast cultures which develop gas are the single exception to the rule that specimens should be placed in tubes or bottles sealed with rubber stoppers or paraffin- treated corks. In this instance, the culture tube should be plugged with a dry, nonabsorbent, tight fitting cotton plug, long enough to extend into the tube about one inch. This plug should be held in place with adhesive tape in such a manner that gases will escape, but the plug will not work loose. Slant cultures on firm agar are preferred over stab cultures. Other fungal cul- tures must be shipped only in sealed tubes or bottles.

3. Parasitological Specimens. Stool specimens to be examined for intestinal protozoa should be submited in two parts: one in polyvinyl alcohol (PVA) fixative solution, the other in formalin. In suspected cases of filariasis or trypanoso- miasis, whole blood should be heparinized and sealed in a tube as for bacterial specimens. It may be necessary to submit samples of arthropod ectoparasites in two portions: one for identifica- tion, the other for viral or rickettsial isolation.

.Mosquitoes and flies should be sent to the laboratory unmounted, preferably in pill boxes between layers of cleansing tissue but never between layers of cotton. If viral or rickettsial isolation is to be attempted, the arthropod speci- mens must be collected alive, sealed in ampules, and stored and shipped on dry ice. Cyanide or chloroform jars must not be used because viral and rickettsial agents are inactivated by these materials.

NOTES: Special precaution in regard to safe packaging is required when shipping the etiological agents of especially dangerous diseases such as plague, cholera, anthrax, tularemia, and coc- cidioidomycosis. Label tubes or bot- tles containing such organisms with precautionary labels and enclose them in double metal containers.

In some instances, reference cultures of bacteria are maintained either in the sand desiccated or lyophilized state. Such cultures are shipped in the same manner as agar cultures.

VIRAL AND RICKETTSIAL SPECIMENS

If isolation of a virus is to be attempted, the source of the specimen should be carefully selected, and the specimen should be obtained during the early, acute, febrile phase of illness.

Depending on the circumstances, the material for virus isolation may be either nasal or throat washings, sputum, feces, cerebrospinal fluid, scrapings, aspira- tions from lesions, or tissues from autopsies. Blood, spinal fluid, and tissue should be handled aseptically. Isolations of rickettsia may be obtained from whole blood. Unless soecimens for virus isolation can be delivered to a laboratory within three hours, it is mandatory that they be frozen and kept frozen during shipment. An exception is a specimen suspected of containing respiratory syncytial virus. If freezing is impossible, tissue specimens may be placed in buffered glycerin for transport; but the results may be equivocal. This procedure is impossible with body fluids.

Possible delays in transit necessitate the use of sufficient dry ice in the shipping container to insure freezing for 48 hours in excess of the normal transit time.

Since changes in atmospheric pressure during air shipment may force stoppers from tubes, resulting in loss of the specimen, only tight fitting corks or soft rubber stoppers should be used; and, in any case, the cork should be anchored with adhesive tape. When a highly infectious disease such as psittacosis or small- pox is suspected, several layers of gauze soaked in 4% formalin should be wrapped around the tube or bottle containing the specimen before it is placed in a metal, leakproof shipping case. Substitution of 10% cresol solution for the formalin is permissible. Specimens for serologic tests indicative of viral in-

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fection must be taken aseptieally, and 10 to 15 ml. of blood should be drawn. Paired specimens are es- sential to diagnosis as a rise in specific antibody titer in the course of illness and convalescence is the only definitive serologic evidence of current infection. The first specimen should be taken during the acute phase of illness and the second, two to four weeks later, although the optimum times for the collection of specimens vary with the disease. After the blood has clotted and the serum has separated, remove the serum promptly and aseptieally, and immediately re- frigerate or freeze it. Do not add a preservative, as this would destroy the serum’s usefulness.

MISCELLANEOUS SPECIMENS

1. If bacterial or fungal serology only is desired, draw 10 ml. of blood. This amount wiU yield sufficient serum because of the smaller number of antigens used in the tests.

2. Sera intended for only bacterial tests or fungal serology may be preserved by adding merthiolate to make a final concentration of 1 : 10,000 (0.01 ml. of 1% merthiolate to each ml. of serum).

3. When an infection has been treated with an effective antibiotic, antibody development may be suppressed or delayed, and, in such cases, a third blood specimen taken late in convalescence may be helpful.

4. A presumptive diagnosis on the basis of a high serologic titer in a single convalescent blood specimen may be possible. This procedure is most often useful in confirming an epidemic situation where paired specimens are also avail- able from a significant number of individuals. This is also true in cases of rare diseases such as glanders, typhus (not Brill’s disease), or yellow fever, in which previous exposure is only a remote possibility.

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Directions for the Collection of Specimens for the Laboratory Diagnosis of Certain Bacterial, Mycotic, Parasitic, Arthropod-Bome, Viral and

Rickettsial Diseases

In any epidemic situation involving the collection of specimens for laboratory examination, the epidemi- ologist should consult the director of the laboratory where the work is to be done to make sure that: (a) the tests to be requested are available, (b) the cul- ture media and reagents required will be ready when needed, and (c) the collection and submission of specimens is scheduled at a rate that will not overtax the facilities.

BACTERIAL DISEASES

1. Anaerobes (diseases due to). The major areas of public health interest in which anaerobic bacteria are implicated are: 1 ) wound infection, 2) food poisoning outbreaks due to Clostridium botulinum, 3 ) food poisoning due to Clostridium perfringens, 4) tetanus, and 5) infections with non-sporeforming anaerobic bacteria. Specimens may be as diverse as food, blood, tissue, cere- brospinal fluid, or materials from wounds, ab- scesses, and serous cavities. Culture and toxin testing of food samples should be attempted in a local laboratory only if the personnel are ex- perienced in anaerobic techniques. Otherwise, the specimen should be forwarded to the near- est competent reference laboratory. Certainly, however, a smear of the original food specimen should be made for Gram staining since study of this smear will give the laboratorian a census of the relative numbers and different kinds of bacteria present. Such information may be im- portant in concluding whether a presumptively significant organism was recovered during culture.

a. Food specimens for isolation of Cl. botu- linum and/ or toxin

Specimens should be collected and main- tained at the same temperature as in the natural state for transport to the laboratory or shipment to a reference laboratory. Lab- oratory testing consists of detection and typing of Cl. botulinum toxin in the food as well as isolation and identification of the causative organism.

b. Food specimens for enumeration of Cl. perfringens

Quantitation of Cl. perfringens from food should be performed in a local laboratory as soon as possible after the food is collected. If the material must be shipped, it should be refrigerated at 4°C. and maintained at this temperature during transport. At 4°C., some organisms will die, thus causing lower counts. This fact should be kept in mind in interpreting counts. Freezing of specimens drastically lowers counts, and shipment with- out refrigeration permits multiplication of the organisms, thus producing unusually high counts.

c. Specimens from human sources

Clinical material must be cultured immedi- ately after collection since some anaerobes die very rapidly upon exposure to oxygen in a nonprotective environment. Where possible, aspirated fluids arc preferable to swabs. Never allow material on swabs to dry out. If a specimen cannot be cultured immediately, it is helpful to place the ma- terial in a medium containing a reducing

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agent, such as fresh thioglycollate broth, at room temperature for a period not exceed- ing two hours.

A Gram stained smear should be prepared on all specimens, and each type of organism seen in smears should be isolated in pure culture at the local laboratory. Pure culture isolates can be shipped to a reference labora- tory for final identification. Thioglycollate medium, enriched with 10% normal rabbit serum, is preferable for isolation of the non- sporeforming anaerobes, and chopped meat medium (Appendix II) is preferable for the sporeforming anaerobes. It is important to plate specimen material directly on fresh blood agar plates since some fastidious an- aerobes may be overgrown by other organ- isms in broth medium. Broth cultures are incubated 24 hours, preferably in an anaerobe jar; Gram stains are prepared, and a second set of blood agar plates is inocu- lated. Blood agar plates should be incubated in an anaerobe jar for a minimum of 48 hours. Isolated colonies should then be picked to chopped meat or thioglycollate medium for isolation of pure cultures.

For shipment of pure cultures to a reference laboratory, actively growing cultures in screw-cap tubes of chopped meat medium, thioglycollate medium, or semi-solid thio- glycollate medium with 0.5% added agar can be used. Prior to shipment, a one-half inch column of sterile 5% agar should be layered over the culture to act as a seal, and the cap should be sealed with waterproof tap>e.

2. Anthrax. Anthrax is primarily an infectious disease of animals; however, man may be in- fected through contact with infected animals or animal products. The majority of cases are cu- taneous infections, but pulmonary and intestinal infections may be seen. “Industrial anthrax” occurs in workers exposed to carpet wools, goat hair, or skins originating in areas where the disease is prevalent among animals. Labora- tory diagnosis is made by smear examination, culture of the organism, animal inoculation, or fluorescent antibody technic.

Specimens for laboratory diagnosis

a. Smears may be made from sputum, blood, other fluids, or tissues, and then air dried and heat fixed.

b. Blood, vesicle fluid, and scrapings from the base of the lesion, regional lymph nodes, or other organs, taken in as clean a manner as feasible, may be cultured on plain or blood agar or inoculated into animals.

c. Tissue impression smears, sputum, other clinical material and cultures may be stained with fluorescent antibody for specific identi- fication of the organism.

d. Aqueous extracts of soil samples, heat- treated to destroy vegetative cells, may be cultured or used for animal inoculation.

All types of examinations should be made in the nearest competent laboratory because delay in the shipment of fluids or tissues may result in contamination of the specimen and death of the organism.

3. Brucellosis. This disease is found primarily in goats, cattle, and swine. Man contracts the disease either by direct contact with diseased animals or through consumption of infected milk and milk products. Although the three organisms. Brucella melitensis, Brucella abortus, and Brucella suis, most often infect goats, cows, and pigs, they are not host specific, and all in- fect man as well. The disease occurs in acute, subacute, and chronic forms; and all three types are produced by any of the species of Brucella. Infection occurs most frequently by direct in- vasion of the organism through the intact in- testinal mucosa; but stockyard workers, farmers, and veterinarians are often infected through the skin by direct contact with living or dead tissues of infected animals. Laboratory diagnosis is made by agglutination tests, animal inoculation, or recovery of the organism in cultures.

a. Specimens for isolation of the agents

Draw 10 to 15 ml. of blood directly into a “B-D” blood culture medium bottle and send it to a local laboratory for incubation. Due to the intermittent appearance of or- ganisms in the blood stream, it may be desirable to take additional specimens at in- tervals of several hours or days, depending on the condition of the patient.

b. Specimens for serologic tests

Since an agglutination titer of about 1:100 or higher is believed indicative of brucellosis, successive blood specimens taken three to six weeks after onset of illness are con- sidered sufficient for diagnostic purposes.

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4. Diphtheria. Specimens for diphtheria should be collected from both the nose and throat. Two sterile swabs should be used for each person cultured, one swab to obtain a specimen from the throat lesions or tonsillar crypts and the other to collect materials from the nasopharynx. Swabs should be kept separate during transport to the laboratory.

Specimens for isolation of the agent

To obtain nasal and throat specimens, the swab should be introduced into the nares at a right angle to the plane of the face, inserted com- pletely into the nasopharynx, and rotated over the pharyngeal surface near or in the tonsillar fossa. Because a nasal membrane is a particu- larly good source of organisms, the swab should be placed at the margin of the membrane, if present, and the specimen taken without exces- sive bleeding.

Preferably, the initial isolation of organisms suspected of being Corynebacterium diphtheriae should be carried out in a competent laboratory near the source of the specimens. If it will re- quire more than two hours to get the specimens to the laboratory, they should be inoculated to Loeffler’s slants and incubated overnight before transporting them. The nasopharyngeal and throat swabs should be rotated gently over the surface of separate slants of the medium. Care should be taken not to break the surface of the medium. The swab should then be placed in a separate tube to be sent to the laboratory with the slant.

On arrival in the laboratory the inital swab is inoculated to a Loeffler’s slant, a tellurite agar plate, and a blood agar plate. If the specimen is received on Loeffler’s medium, a smear is made for microscopic examination, and a rep- resentative sample of the growth is inoculated to tellurite and blood agar plates. The use of blood agar is necessary to demonstrate the pres- ence of Group A streptococci, or strains of C. diphtheriae which may be inhibited on the tel- lurite medium.

In carrier surveys, both swabs may be streaked gently and repeatedly over the surface of a single slant. Be sure to rotate the swabs between the thumb and forefinger as the swabs arc drawn back and forth over the medium. Streaking of tellurite plates with the initial swabs taken in carrier surveys is of little advantage. On occa- sion, inhibitory lots of Loeffler’s medium have been encountered due to the presence of anti-

biotics in the serum from which the medium was prepared. Precaution should be taken, therefore, to make sure that all lots of the medium to be used will support growth of C. diphtheriae. Diagnosis from smears made directly from the patient should never be at- tempted since many other organisms morpho- logically resembling C. diphtheriae occur in the normal or diseased throat.

5. Enteric Infections. In suspected cases of ty- phoid fever and salmonellosis, specimens sub- mitted for culture include blood, feces, and urine. Rectal swabs may be obtained by using an ordinary cotton-tipped applicator. Blood serum for agglutination tests is not recom- mended because such tests provide little or no significant information. Blood cultures and ser- ologic tests are not done in shigellosis. The mul- tiplicity of fluids suggested as transport media for specimens to be cultured indicates that none is ideal nor markedly superior to others, and, therefore, isolation of the agent should be at- tempted in the nearest competent laboratory.

a. Typhoid fever

Specimens to be collected for isolation of

Salmonella typhi

( 1 ) Blood taken early in the course of ill- ness is the specimen of choice, but the probability of recovery of the organism decreases rapidly after 7 to 10 days of illness. Ten to 15 ml. of blood should be drawn directly into a “B-D” blood culture medium bottle (the vol- ume of broth should be at least 10 times the volume of blood) and should be examined for growth after 3, 5, 7, and 1 4 days’ incubation. If the blood is not drawn directly into the culture medium, an anticoagulant should be added.

(2) Stool examination is accomplished by adding approximately two grams, or a portion the size of a small marble, of formed stool to one ounce of Sachs 30% glycerol in buffered physiological- saline in a two-ounce, screw-cap bottle or “alkaselzer” bottle. Shake the bottle vigorously to emulsify the specimen before shipment. If the stool is liquid, add 2 ml. of the specimen to the pre- servative in the bottle. Be sure to in- clude in the specimen any bits of mucosa or mucus present in the stool.

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Before shipment of the specimen, make sure there is no leakage from the bottle. Amies’ modification of Stuart’s trans- port medium may be used.

(3) A “midstream” specimen of urine is collected as cleanly as possible, after cleansing the genitalia with soap and water and drying the area. Place the specimen in a tightly closed container for immediate delivery to the labora- tory. In typhoid fever, stool cultures are more often positive than urine cul- tures.

(4) Specimens of food suspected of con- taining Salmonella typhi should be placed in ice cream cartons or other suitable containers and immediately refrigerated. During transport to the laboratory, refrigeration must be main- tained.

b. Salmonellosis

Food poisoning may be caused by many members of the Salmonella group. Prelimi- nary epidemiological investigation should reduce to a minimum the number of sus- spected foods likely to be responsible for any given outbreak, and indiscriminate collec- tion of samples is unwarranted. Such in- quiries will indicate the food consumed in common by those made ill, and, although such evidence is not infallible, it is at least presumptive.

Specimens to be collected for isolation of the agent

( 1 ) If food from sealed containers is sus- pect, unopened containers of the same production lot should be submitted for testing. Also, representative samples of the suspected food should be trans- ferred to a sterile sample bottle or ice cream carton and refrigerated during transit to the laboratory.

(2) Blood specimens for culture from pa- tients in food poisoning are of limited value.

Blood cultures may be of value in the severe enteric, typhoidal, and septi- cemic types of salmonellosis. In such cases 10 to 15 ml. of blood may be drawn into a tube containing an anti- coagulant or into a bottle of blood culture medium, as for typhoid fever.

(3) Fecal specimens, if obtained early dur-

ing the acute stage of the disease, are the specimen of choice and should be collected as for typhoid fever. If the specimens are to be mailed to the lab- oratory, they should be handled in the same manner as fecal specimens to be examined for 5. typhi.

(4) Serologic studies on the sera of patients are not indicated since the results may be equivocal and impossible to inter- pret.

c. Shigellosis

Numerous members of the dysentery group of organisms are responsible for enteric dis- ease. Their isolation is not difficult, and identification is accomplished by biochem- ical and serologic studies.

Specimens to be collected for isolation of the agent

( 1 ) Blood specimens should not be sub- mitted for cultural examination in suspected cases of shigellosis.

(2) Fecal specimens should be submitted for attempted isolation of the infecting organism at any stage of illness, but specimens will yield more successful isolations if they are obtained in the acute phase of the disease. Examina- tion of a series of fecal specimens is important because the appearance of the organism in the stool may be in- termittent. The specimen should be handled as one for typhoid fever.

(3) Rectal swab specimens are sometimes the most convenient specimens from which to attempt recovery of dysentery bacilli. This is especially true when ex- amining inmates of institutions, hos- pitalized patients, or infants and chil- dren. Preferably, culture plates should be inoculated immediately after the specimen is taken, but the plates must be hand-carried to the laboratory for incubation; otherwise, the specimens should be transported to the laboratory as promptly as possible by placing the swab in Amies’ modification of Stuart’s transport medium.

d. Enteropathogenic Escherichia coli

A variety of agents may cause the diarrheal diseases of the newborn and infants. Thus, epidemics and sporadic cases of “summer” diarrhea, infantile enteritis, or diarrhea of

9

the newborn may be caused by Salmonella, Shigella, or viruses. Many otherwise unex- plained epidemics of infantile diarrheal dis- ease in which certain serotypes of Escher- ichia coli were recovered have, however, occurred. For these particular serotypes, the term enteropathogenic E. coli, or EEC, is commonly used. In order to control the spread of infantile diarrhea, the causative organism must be accurately and rapidly identified.

Earlier attempts at differentiation of the enteropathogenic coli strains were unsuc- cessful because only biochemical methods were employed and, as is now known, differ- ent E. coli serotypes produce identical bio- chemical reactions. These biochemically similar organisms fall naturally into certain groups, and serologic methods must be used to determine the serotypes within each bio- chemical group.

The determination of E. coli serotypes is dependent on the determination of the “O,” “B,” and “H” antigens of the bacterium. The E. coli responsible for the disease can be distinguished from the E. coli constitut- ing the normal intestinal flora only by use of specific antisera.

Specimens to be collected for isolation of the agent

Fecal material should be collected either as a stool or on a rectal swab before anti- biotic therapy is begun. The stool specimen or rectal swab should be placed in a screw- cap vial containing 30% buffered glycerin- saline solution, or (if there will be more than a two-hour delay before it can be planted in the laboratory) on Amies’ mod- ification of Stuart’s transport medium. Specimens for enteropathogenic E. coli di- agnosis by FA technic.

Specimens preserved with any fluids con- taining glycerol are not satisfactory for FA staining. A separate buffered swab (as sup- plied with Amies’ transport medium) should be sent to the laboratory in a separate tube containing no preservative or medium.

6. Gonorrhea. Difficulties in the laboratory diag- nosis of gonorrhea are increased when the clinician fails to exercise care in securing suit- able exudates for examination. This is especially true in chronic gonorrhea of women and in “test of cure’’ where only minimal numbers of gon- ococci may be present in the exudates obtained

from endocervical, Skene’s, and Bartholin’s glands. The exudate is taken with sterile cotton- tipped applicator sticks; the cotton tip should be small enough to enter easily the urethra and cervical os. Sometimes a platinum loop is found more suitable for taking the small amount of exudate from the urethra or cervix.

For culture examination the exudate should be rolled out on part of the agar surface as soon as it is obtained. Care must be exercised in rolling the swab over the surface so as not to penetrate the relatively soft agar. If agar plates cannot be supplied to the clinician, the swabs may be introduced into sterile test tubes con- taining a little broth.

The specimen should be sent at once to the laboratory. If the clinician inoculated the plates, they are further streaked in the laboratory or, if swabs are sent in carrying tubes, plates are im- mediately inoculated and streaked. The longer the time interval between collection and inocula- tion of the specimen on the culture medium, the greater the decrease in the number of positive cultures. If cultures are collected sporadically over a period of several hours, they should be placed in a closed candle ex- tinction jar.

For the primary cultivation of specimens from the urethra, cervix, vagina, or rectum, the Thayer-Martin medium selective for gonococci is recommended. Antibiotic supplements of polymyxin B-ristocetin or of vancomycin-colis- tin-nystatin for use in the selective medium may be obtained from commercial sources. Subcultures of oxidase-positive colonies of gram- negative diplococci should be made on chocolate agar slants in screw-capped tubes and incubated for 18 to 24 hours in a candle extinction jar. After this time, if gram-negative diplococci in pure culture are present, the cap should be tightened and the tube mailed to the State health laboratory for identification or transmittal to the Venereal Disease Research Laboratory.

7. Hemolytic Streptococcus Injections. Specimens usually submitted are material from the anterior nasal or nasopharyngeal areas, or from the throat, or pus, sputum, spinal fluid, discharges, exudates, urine, blood, and milk. The technic of swabbing an area to be cultured is as im- portant in the isolation of streptococci as is the cultivation of the specimen taken. In strepto- coccal infections of the upper respiratory tract, the organisms may be cultured from the nose or throat specimen. When the specimen is from the

10

throat, care should be taken to sample an area of inflammation or exudate. If only one speci- men can be taken, it should be from the throat. In carrier surveys, nasopharyngeal specimens are preferable. Unless a suitable transport method is used, swabs should be planted within not more than four hours after the specimen is taken. All other specimens should be refrigerated from the time taken until they are cultured, a. Specimens for isolation of the agent

Initial isolation of streptococci should, if possible, be carried out in a competent laboratory close to the source of the specimen.

(1) Anterior Nasal, Nasopharyngeal, and Throat Specimens:

Material taken from the upper respira- tory passages is the most common type of specimen cultured for hemolytic streptococci. Individual sterile swabs are used and anterior nasal specimens are obtained by introducing the swab into the nares for about an inch. To obtain a nasopharyngeal specimen, the tip of the nose should be elevated, and the swab, moistened with broth or saline, should be introduced along the floor of the nasal cavity, under the middle turbinate, to the pharyngeal wall. Be sure to touch any exudate present. With the tongue depressed, pass a dry swab over the tonsils and pharynx, being sure not to touch the tongue. If inoculation of an isolation medium must be delayed beyond four hours, use one of the following trans- port methods ;

(a) The swab may be inserted into a sterile screw-cap tube containing indicator silica gel.

(b) A blood agar slant in a screw-cap tube may be streaked with the swab which is then left in place during transport.

(c) Several filter paper transport kits are available from commercial sources. The swab should be rolled and scrubbed onto the piece of filter paper and discarded. The filter paper should be allowed to air dry for 3 to 4 minutes; it should then be refolded into its carrier paper, and returned to the envelope.

(2) Pus, Sputum, Spinal Fluid, Discharges, Exudates, Urine:

A Gram stain of the specimen at the local or hospital laboratory will in- dicate roughly the number of organisms present, and if there are only a few, the fluid may be centrifuged and the sedi- ment cultured. Streak the blood agar plates so as to obtain well-isolated colonies and inoculate a tube of en- riched infusion broth.

(3) Blood

After decontaminating the skin with 4% iodine followed by wiping with 70% alcohol, use a sterile syringe to draw about 10 ml. of blood and add it to a flask containing 2 ml. of 3% sterile sodium citrate or 1.0 mg. of heparin. After mixing, transfer the specimen aseptically to 100 ml. of blood culture broth. A Loeffler slant or a blood agar plate may also be inocu- lated. If a plate is used, limit the inoculum to a small area of the medium and take the plate to the laboratory where streaking for isolation can be done properly with a wire loop. Do not mail Petri dishes. The addition of an- tagonists to media for blood cultures from patients undergoing chemotherapy and the addition of penicillinase in cultures from patients receiving peni- cillin are usually unnecessary.

(4) Milk

Refrigerate the specimen for as much of the time as possible before it is cultured. If refrigeration is impossible, mix the specimen with Vs volume of glycerol. Culture suitable dilutions in blood agar pour plates in duplicate, mixing the sample and melted medium in the plate so as to get isolated colonies. Incubate one plate aerobically and one under anaerobic conditions, b. Streptococcus grouping by fluorescent anti- body (FA) technic

Smears made directly from the patient are unsatisfactory for examination by FA tech- nic. For this examination, specimens may be transported in the same manner as for cul- ture. The swab should be placed in Todd- Hewitt broth for enrichment purposes for two to three hours at 37 °C, before the FA smears are made.

11

c. Specimens for streptococcus tjping

Ver\’ few laboratories are in a position to type streptococci. If isolates are to be sent to the NCDC for typing, they should be sub- mitted only after consultation with the Strep- tococcus Unit of the Laboratory Program and then, as pure cultures on blood agar slants.

8. Haemophilus Injections of the Pharynx or Conjunctiva

Specimens for the isolation of the agent

Blood, sputum, throat, or nasopharyngeal swabs, and purulent exudates are collected in the customary manner, using aseptic technic where feasible. Since use of swabs made of wooden sticks or wire inhibit the growth of these organ- isms, small swabs made of cotton attached to some inert, synthetic material such as nylon or Teflon, which is not inhibitory, should be used. Teflon tubing has proved to be satisfactory for this purpose. A small, sterile, dry swab may be rotated gently over the conjunctiva or pharyn- geal mucosa to obtain some of the exudate if any is present. The swab should be immediately placed in a tube of semisolid agar for transport to the laboratory where it is incubated for about 4 hours. Plates of transparent agar and blood are then streaked for isolation of the organism. Blood should be inoculated into a flask of broth with a large surface area. Sputum and throat specimens are cultured on one of the transparent agars as well as on blood agar. The swab should not be left in the tube of semisolid agar during incubation.

9. Leptospirosis. This disease should be considered in all cases of febrile illness of unknown origin and it may suggest aseptic meningitis, or non- paralytic ]X)liomyelitis. Rats, dogs, cattle, swine, and many wild animals are common animal reservoirs. Infection is transmitted to man by urine containing the agent and occurs when leptospires enter the body through the mucous membranes of the mouth, nose, throat, eyes, lungs, or abraded skin.

a. .Specimen.s for the isolation of the agent Blood, urine, and cerebrospinal fluid may be collected for culture and/or animal inocula- tion with a view to recovery of the organism. Blood taken during the febrile stage of illness is the most reliable for culture, but spinal fluid collected within the first 10 days of illness also may be cultured. Inocu- late the freshly-drawn specimen directly

into several tubes of a suitable semisolid medium such as Fletcher’s. Multiple tubes of media should be used and small inocula, 1 to 3 drops of blood to 5 ml. of medium, planted. As Fletcher’s medium remains stable for 3 to 4 months, the laboratory may supply it to the physician. It can be inocu- lated at the bedside, and then shipped by mail. Voided urine if diluted, may be cultured directly into semisolid medium. Five 10-fold dilutions in buffered saline or a suit- able broth are first prepared. Since quantita- tive dilutions are not necessary, a single 2.0 ml. syringe with a 20-gauge needle may be used to prepare these dilutions in the syringe. Draw up to 0.1 ml. of urine and 0.9 ml. of diluent for the first dilution; expel all but 0.1 ml. of this dilution, planting one drop into 5 ml. of medium. For the second dilution, again draw 0.9 ml. of diluent into the syringe. Plant one drop of the mixture into 5 ml. of medium again expel all but 0.1 ml. Repeat with the third, fourth, and fifth dilution. Otherwise, inoculate into such test animals as weanling hamsters or guinea pigs.

Any pure cultures isolated should be shipped in semisolid media to a reference laboratory for confirmation by serologic tests, b. Specimens for serologic tests

Microscopic or macroscopic agglutination tests are the most common serologic pro- cedures used for the diagnosis of leptospi- rosis. To detect a rise in titer, a specimen of blood should be taken at two different times: one during the first week or acute phase of illness, the other ten days or two weeks later. Maximum titers are usually reached by the third or fourth week. While serodiagnostic tests are of value in con- firming past or current leptospiral infection, paradoxical reactions may occur, and de- termination of the infecting serotype can be made only by isolation and serologic identi- fication of the leptospires.

10. Meningitis. Any organism capable of invading human tissues can cause infection of the men- inges. As used here, the term “meningitis” refers to an inflammation of the meninges, brain, or spinal cord associated with increased cell counts in the spinal fluid. Characteristic of spinal fluid in bacterial meningitis is a predominance of polymorphonuclear cells and a decrease in dextrose content.

12

Representatives of the following species or groups of bacteria are most often involved in meningitis: 1) Neisseria meningitidis, 2)

Haemophilus influenzae, 3) Diplococcus pneu- moniae, 4) Streptococcus pyogenes, 5) Staphyl- ococcus aureus, 6) Proteus species, 7) Pseudo- monas species, 8) Escherichia coli, 9) Myco- bacterium tuberculosis, 10) Listeria monocyto- genes, 11) Mimeae, and 12) Flavobacterium meningosepticum. Meningitis may also be caused by viruses, fungi, spirochetes, or protozoa. Specimens for the isolation of the infectious agent

Spinal fluid, blood, nasopharyngeal swabs, petechial scrapings, and less frequently ventric- ular, cisternal, or subdural fluid, are usually submitted for laboratory examination. The time in the course of the infection at which the speci- men is taken, the temperature at which it is held, and the amount of the inoculum used for cultures are all important. Spinal fluid should be taken as soon as meningeal symptoms appear; blood for cultures, as soon as infection is sus- pected; petechial scrapings for culture, in either doubtful or postmortem cases. Nasopharyngeal swabs are cultured for carrier detection. All specimens for isolation of the meningococcus should be transmitted to the laboratory with a minimum of delay. If nasopharyngeal swabs are not planted on plating media immediately, they may be transported in a tube containing 0.5 ml. heart infusion broth. Blood for culture may be drawn directly into a vacuum bottle containing appropriate medium and taken to the laboratory for incubation.

1 1 . Plague. From time to time epidemics of plague have swept over large areas of the world, temporarily paralyzing all forms of human activity. Plague is primarily a disease of rats and wild rodents. It is transmitted from animal to animal by the bites of infected fleas. Man serves only as an accidental host. The pneumonic type of the disease can, however, be spread from man to man by droplet infection without the inter- vention of an insect vector, a. Specimens to be collected for isolation of the agent

Bubo fluid, portions of bubo, spleen, bone marrow, sputum, blood, or ectoparasites may be submitted for cultures in cystine broth or on blood agar slants or plates. Do not ship plates. Original specimens should be shipped in double containers with screw tops. The disease may be identified in decayed or

mummified carcasses by precipitin tests or the fluorescent antibody technic, b. Diagnosis of plague by FA technic

This procedure appears to be reliable and rapid yielding results in one hour, in the examination of bubo exudate, blood from human cases, tissue impression smears, or cultured organisms. However, if clinical material is injected into laboratory animals, about two days must be allowed for the development of organisms within the animal before the FA test may be made or isolation by culture begun.

Plague bacteriophage may be used to differ- entiate between plague and pseudotubercu- losis organisms.

12. Syphilis.

a. Guide for submitting blood specimens for the Treponema Pallidum Immobilization (TPI) test

( 1 ) Criteria for requesting the TPI test This test should be requested only on specimens from patients who are diag- nostic problem cases: (a) with reac- tive nontreponemal tests and no history or clinical evidence of syphilis; or (b) with nonreactive nontreponemal tests and suggestive evidence of syphilitic infection.

(IF THE PATIENT HAS RECEIVED ANY INJECTED ANTIBIOTICS WITHIN ONE MONTH OR ORAL ANTIBIOTICS WITHIN ONE WEEK OF THE DRAW- ING OF THE BLOOD SPECIMEN, AN INVALID OR INCONCLUSIVE FIND- ING IN THE TPI TEST MAY RESULT.)

(2) Collection of the blood specimen

(a) Collect at least 5 ml. of blood with a sterile syringe and needle.

(b) Transfer the blood to a sterile test tube and stopper with a paraffin- coated cork. Uncoated corks or rubber stoppers are unsatisfactory.

NOTES:

Unless a vacuum tube with a nontoxic rubber stopper is used, the rubber stopper should be replaced immedi- ately after collection of the specimen. Vacutainer tubes with nontoxic rubber stoppers are available from Becton- Dickinson (Catalog #4719, descrip- tion #3200 NT.)

13

BACTERIAL CONTAMINATION REND- ERS SPECIMENS UNSATISFACTORY FOR TESTING. SERA SHOULD NOT CONTAIN PRESERVATIVE OR ANTICOAGULANT.

(c) Secure the stopper in the tube with adhesive tape.

(d) Place the blood specimen in a mailing container with the com- pleted clinical history form and mail it immediately to the State public health laboratory.

(e) A clinical history form on the patient should be submitted to the State laboratory with the speci- men. This should include infor- mation on evidence or history of syphilis, other treponematoses or venereal diseases in the patient or family, previous therapy, a record of previously performed serologic tests for syphilis on serum or spinal fluid specimens, and evi- dence of diseases or conditions other than syphilis.

(3) Preparation of the sterile serum sample

(a) The State public health laboratory will aseptically separate and trans- fer the serum to a sterile tube stoppered with a paraffin-coated cork.

(b) The sterile serum sample will then be forwarded immediately to;

The National Communicable Disease Center Venereal Disease Research Laboratory

Atlanta, Georgia 30333

(4) Reporting of results

Test results will be reported to the State public health laboratory for for- warding to the submitting physician.

f5) Public Health Service facilities

These facilities have special instructions and forms for submitting specimens directly to the Venereal Disease Re- search Laboratory.

b. Darkfleld examinations for Treponema pal- lidum

Darkfield examination is an examination of exudate from suspected syphilitic lesions with a compound microscope equipped with

a darkfield condenser. The darkfield exami- nation should be performed on any rash or lesion suspected of being syphilitic, and, ideally, it should be performed immediately after the specimen is collected. If this exami- nation cannot be performed locally, contact the State department of public health labora- tory and/or the venereal disease control section for information on the availability of this service.

c. Fluorescent antibody darkfield (FADF) examination for T. pallidum

( 1 ) Clean the suspected syphilitic lesion with a gauze sponge wet with tap water or saline. Dry the area and abrade it with a dry sponge. It may be necessary to squeeze the base of the lesion to pro- mote the appearance of serum. For dry lesions, apply a large drop of saline and emulsify the surface material with a toothpick or bacteriological loop.

(2) Collect the specimen in a dry capillary tube (optimum dimensions 75 x 1.5 mm.).

(3) With a 70%-alcohlol sponge, wipe off the top of the capillary tube which con- tacted the lesion and seal both ends of the tube with clay, paraffin, Critocaps, or a small flame.

(4) For mailing specimens to a central laboratory, place the capillary tube in a cardboard slide-mailing container, seal with cellophane or masking tape, OR, place the capillary tube in a test tube, stopper, place in a mailing con- tainer, and pack to protect against breakage.

FREEZING SPECIMENS BEFORE MAILING TO A CENTRAL LAB- ORATORY IS NOT NECESSARY.

(5) When specimens are received in the laboratory for examination, the capil- lary tube (in the mailing container), plus the identification slip, is placed in a freezer (— 20°C. to 40°C.) until the specimen is completely frozen. If the specimen is to be examined imme- diately, the capillary is removed from the mailing container for more rapid freezing. After freezing, thaw the speci- men at room temperature and examine it according to the FADF procedure.

d. Blood specimens for the nontreponemal

14

tests, the one-fitth volume Kolmer with

Reiter protein antigen (KRP) and Fluores- cent Treponemal Antibody (FTA) tests.

(1) ColJection tubes should be clean, dry, and sterile to prevent contamination and hemolysis of the specimen. Vacu- um tubes or tubes with paraffin-coated corks may be used.

(2) At least 5 to 8 ml. of blood should be drawn, placed in the tube aseptically, and allowed to clot at room tempera- ture. Store the specimen in the refrig- erator until the specimen is sent to the laboratory. Specimens should not be placed in the mail over long weekends or holidays when delivery may be de- layed.

NOTE: Hemolysis may be caused by wet or dirty syringes, needles, or tubes; chemicals; freezing; or extreme heat.

( 3 ) If serum is submitted to the laboratory, submit information as to whether or not it has been heated (giving time and temperature) and if preservatives have been added.

e. Spinal fluid specimens for nontreponemal

tests and total protein determinations

(1) Collection tubes should be clean and sterile. (Merthiolated tubes may be prepared for the collection of the spec- imens: prepare a 1% aqueous solution of Merthiolate; place 0.1 ml. in a clean, sterile tube; and dry in a desiccator over CaCL. This compound curtails bacterial growth without interfering with the nontreponemal tests for syphi- lis and does not affect the results ob- tained with the turbidimetric methods for determining total proteins in spinal fluids.) Stopper with paraffin-coated corks.

(2) Collect 2 to 8 ml. of spinal fluid asepti- cally.

(3) If the specimen is centrifuged before sending it to the laboratory, note the original condition or appearance of the specimen on the request slip.

NOTE: Specimens grossly contaminated with blood or bacteria are unsatis- factory for testing.

13. Tuberculosis. Since Mycobacterium tuberculosis may invade any organ of the body, such varied

specimens as sputum, gastric washings, pus, urine, or spinal fluid may be sent to the labora- tory for examination. Sputum is the specimen most frequently submitted. Patients must be taught the difference between saliva and sputum and told that an early morning specimen is generally most productive. They should also be cautioned against contaminating the exterior of the container, as such contamination creates a hazard for all who handle the specimen. Pooling of sputum for several days is not desir- able because it may be toxic to tubercle bacilli present and the degree of contamination may be increased. Specimens must be sent through the mails in sterile screw-capped containers having resilient rubber liners in the caps. Pack- aging must be in double mailing containers. The need for examination of repeated specimens should be stressed, and the results of a single negative specimen should never be accepted as conclusive evidence of the absence of disease. Specimens submitted in unsterile containers, pill boxes, fruit jars, ointment jars, or in paper envelopes or on pieces of gauze are utterly use- less and will not be examined by the laboratory. Pathogenic fungi capable of causing pulmonary mycosis are sometimes encountered during cul- ture work for tuberculosis. While certain sap- rophytic fungi also survive the processing of specimens, none of the fungi isolated should be casually discarded as harmless contaminants; instead, they should be referred to a competent mycology laboratory for identification. Specimens to be collected for isolation of the agent

a. Sputum, the thick yellowish-green exudate from the lungs, and not saliva, should be collected in whatever type of sterile con- tainer is furnished by the laboratory, and in no other. A pinch (about 50 mg.) of sodium carbonate added to the container will help to suppress the multiplication of contaminants. Be sure the sputum is de- posited within the container without soiling the exterior. Make sure the closure is leak- proof and forward the specimen to the laboratory in the double mailing container.

b. Gastric washings, collected in the morning on a fasting stomach, should be transported to the laboratory as promptly as feasible. The more prompt the examination the greater the chance of recovering the tubercle bacillus. If the specimen is to be sent through the mails, some attempt should be made to

15

neutralize the acidity with buffering tablets or sodium carbonate.

c. Urine may be contaminated with acid-fast saprophytes present on the external genitals, so a catheterized specimen is preferable. If catheterization is impractical, a midstream sample, collected in a sterile container, after careful washing of the external genitals, may be acceptable.

d. Other materials such as samples of spinal, pleural, or synovial fluid, and pus, may be collected for diagnostic examination. Asepn tic collection in sterile tubes and the addi- tion, where indicated, of an anticoagulant such as ammonium oxalate, are essential to maintain the specimen in a fluid state.

14. Tularemia. The laboratory diagnosis of tula- remia may be accomplished by either a) the agglutination test, or b) cultural examination. The extreme infectivity of Pasteurella tularensis, however, makes routine culture inadvisable, and agglutination tests are the method of choice in the diagnostic laboratory.

a. Specimens for isolation of the agent Culture of P. tularensis from any one of the natural hosts such as ground squirrels, wild rabbits, wild mice, quail, or other animals should not be attempted except in a ref- erence laboratory. If such an animal is shipped, the body should be wrapped in cloth soaked in cresol, placed in a container with dry ice, and forwarded to the labora- tory immediately. Identification of the or- ganism in smears made from the blood or tissues of the host is not possible; but in human cases, cultures may be made from any of the organs or from the sputum, blood, or exudates, and the organism may be identified by specific agglutinating antisera. Sp>ecific FA conjugate may also be used.

b. Specimens for serologic tests

Blood should be drawn aseptically, allowed to clot, and the serum removed for agglu- tination tests. Care should be taken to assure that the blood is not hemolyzed due to ex- posure to excessive heat or cold in transit to the laboratory. To demonstrate a rise in antibody titer, preferably at least two blood specimens should be obtained the first during the acute stage of the disease, and the second about three weeks later. Precipitin tests arc also possible; but these, together with FA tests, probably will be available only in a reference laboratory.

MYCOTIC DISEASES

Fungus diseases are conveniently classified as cuta- neous, subcutaneous, and systemic infections. The etiologic agent is identified by study of its mor- phology as seen in clinical material and by its mor- phological and physiological characteristics as ob- served in pure culture. Serological methods, for example, agar gel precipitin tests, agglutination tests, and FA techniques, are also of value in the identifi- cation of certain pathogenic fungi.

Specimens taken for laboratory examination vary with the disease and the tissues involved. Specimens include sputum, gastric washings, spinal fluid, blood smears, citrated blood, blood serum, bone marrow, pus, pleural fluid, urine, biopsy or surgical sp>ecimens, scrapings from edges of lesions, skin scrapings, hair, and nail clippings. If competent local laboratory as- sistance is available, it should be used for the proper collection of clinical materials. Since many clinical materials such as sputum, lesion exudates, and tis- sues are readily overgrown by contaminating bacteria and saprophytic fungi, it is usually wise to make cultures on selective and nonselective media and to ship these, rather than the clinical materials, to the reference laboratory. The use of penicillin and strep- tomycin or chloramphenicol as antibacterial inhib- itors in the specimen may be helpful if cultures can- not be made before shipment.

It must be borne in mind, however, that certain of the pathogenic fungi, particularly Nocardia asteroides and Actinomyces israelii, are sensitive to antibacterial antibiotics. Furthermore, others, particularly Histo- plasma capsulatum, die out rather quickly in clinical material. Refrigeration of the specimen in transit will help to overcome this difficulty. In general, refrigera- tion of specimens in transit serves not only to maintain viability of fungus pathogens but also to decrease growth of contaminants.

1 . Cutaneous fungus infections. Careful choice of specimens for laboratory study is important. The Wood’s lamp is useful in the collection of speci- mens in tinea capitis infections since hairs in- fected by most members of the genus Micro- sporum frequently exhibit fluorescence under a Wood’s lamp. However, in tinea capitis due to Trichophyton species, infected hairs usually do not fluoresce.

a. .Specimen collection for laboratory examina- tion

Fluorc.scent hairs, or nonlluoresccnt hairs which are broken off and appear dis- eased, should be plucked with a sterile forcep, or, if diseased hair stubs arc not

16

apparent, the edges of a scalp lesion should be scraped with a sterile scalpel. Skin lesions should first be cleansed with 70% alcohol to reduce bacterial and saprophytic fungi. Scrapings should be made from the outer edges of skin lesions. In infections of the nails, the friable material beneath the edge of the nails should be scraped out, or por- tions of abnormal appearing nail should be scrap>ed or clipped off, and saved for exami- nation and culture.

Enclose hair specimens, skin scrapings, or nail clippings or scrapings in clean paper envelopes and label them with the patient’s name or specimen number. Enclose these envelopes in larger heavy paper envelopes for mailing to the laboratory. Do not put specimens in cotton plugged tubes, as the specimen may become trapped among the cotton fibers and lost. Do not put specimens into closed containers such as rubber stoppered tubes as this keeps the specimen moist and allows overgrowth of bacteria and saprophytic fungi.

2. Subcutaneous fungus infections. Procedures for isolating the etiologic agents of chromoblastomy- cosis, mycetomas, and sporotrichosis are obvious. Granules, pus, or serosanguinous fluid from lesions or draining sinuses should be inoculated on several tubes of Sabouraud dex- trose agar with and without chloramphenicol and cycloheximide.

3. Systemic fungus infections. Systemic mycoses are not contagious and most are chronic and evolve slowly. Since time is usually not of vital importance, it may be profitable to consult with a mycology laboratory to determine what type of specimen to collect in a given case, and how it should be handled. Examining unstained prepa- rations of clinical material as well as stained smears is of practical value in determining the appropriate types of media to inoculate and the correct incubation temperatures. It is usually wise to inoculate both simple media, such as Sabouraud dextrose agar, and enriched media, such as brain heart infusion agar. Each medium should be made with and without antibiotics. Infections with Histoplasma capsulatum and Coccidioides immitis present special problems to the laboratory worker. In the case of histo- plasmosis it is often difficult to isolate the causative fungus because the organisms are often few in number and tend to die out in the clinical materials. In the case of coccidioidomycosis the

fungus agent is relatively easy to isolate. It is highly infectious, however, and many laboratory workers hesitate to attempt its isolation. Sug- gestions on methods for the isolation and handling of H. capsulatum and C. immitis are given below, a. Actinomycosis

If isolates of suspected anaerobic to micro- aerophilic Actinomyces species are to be sent to a reference laboratory for identification, the following methods are recommended.

( 1 ) Liquid media

(a) Inoculate culture into freshly boiled TST enriched* thioglycol- late broth. Incubate at 37° C. for 3 to 4 days. If growth is apparent at that time, seal by pouring over the surface of the medium about

3 ml. of a sterile melted mixture of paraffin and vaseline (50% paraf- fin & 50% vaseline).** Seal the top of the tube with a sterile rubber stopper, or use a screw-cap tube sealed with masking tape.

(b) If Actinomyces Maintenance Broth*** is used, inoculate the tube of broth and incubate under pyrogallol-carbonate seal for 3 to

4 days. If growth is apparent, transfer the liquid with the culture to a clean sterile tube, and seal with vaseline-paraffin mixture as descibed above.

THE IMPORTANT POINTS TO REMEMBER ARE:

(1) Actinomyces cultures should not be more than 3 to 4 days old before shipment. Send them by airmail if possible.

(2) Liquid or semisolid cultures, should be sealed with vase- line-paraffin mixture before shipment.

* Thioglycollate with TST Thioglycollate broth

(with dextrose and indicator) 29.5 gms.

Trypticase Soy broth 1.5 gm.

Tryptose broth 1.25 gm.

Distilled water 1000.00 ml.

** A stock vaseline-paraffin mixture may be prepared by melting together equal amounts of each. After mixing well, it may be distributed in 3 ml. amounts in plugged tubes for sterilization. These may be stored for use as needed.

*** This medium is recommended for fastidious strains, which do not grow well in thioglycollate broth. It is available in desiccated form from BBL, Division of Bio Quest, P. O. Box 175, Cockeysville, Md., 21030.

17

b. Coccidioidomycosis

Direct microscopic examination of wet, un- stained clinical material should be made, but, regardless of the direct findings, cultures and/or animal inoculations are indicated. Safety precautions: Petri plate cultures should never be made because they may lead to laboratory infection. Cultures should be in large test tubes which give broad agar sur- faces for inoculation. Specimens held for any length of time, or shipped to the laboratory, should be in tubes containing an antibiotic to retard growth of contaminating organisms. If the laboratory worker does not have the proper experience or equipment for handling the highly infectious cultures of C. immitis, the animal inoculation or “indirect method” for demonstration of the fungus should be used (see below).

( 1 ) Specimen collection for laboratory examination

(a) Merthiolated serum from serial blood specimens should be ex- amined by the complement fix- ation test. Add merthiolate to retard growth of contaminants.

(b) Sputum, pus, pleural fluid, and gastric washings treated with the antibacterial antibiotics, chlor- amphenicol or a combination of p>enicillin and streptomycin, may be inoculated directly into mice or cultured on a selective medium such as that containing cyclohexi- mide and chloramphenicol. Pre- liminary identification of cultures by microscopic examination must be confirmed by animaj inocula- tion. Unless safety hoods are available, however, it is advisable to use the animal inoculation or “indirect method” for the demon- stration of C. immitis. By this method, the handling of the highly infectious mycelial phase of this fungus is avoided.

(2) Animal inoculation of culture.s sus- pected of being C. immitis and the “in- direct method” for demonstration of C. immitis from the clinical materials. Mice may be inoculated intrapcritone- ally and guinea pigs intratesticularly with culture suspensions, or directly with clinical materials which have been

treated with antibacterial antibiotics. The male guinea pig is the animal of choice in determining whether a mycelial culture is or is not C. immitis, or whether the clinical material con- tains elements of this fungus. Intra- testicular injection of these animals with C. immitis gives rise to an orchitis and examination of fluid withdrawn from the testes will reveal the tissue form of C. immitis. If guinea pigs are not avail- able, inject mice intraperitoneally and examine lesions or lymphatic exudates for the fungus.

c. Histoplasmosis

If possible, culture media should be inocu- lated immediately following collection of clinical material. If the specimens are to be shipped or held for any length of time, they should be refrigerated because these organ- isms die out rapidly when exposed to higher temperatures. An antibiotic such as chlor- amphenicol should be added to specimens that are to be shipped.* Recovery of H. capsulatum by direct culture from clinical materials is not always difficult, but the chances of recovery are greatly increased if mice are inoculated and sacrificed for culture at the end of two weeks.

( 1 ) Specimen collection for laboratory ex- amination

(a) Blood smear examination is un- profitable except in acute, dissem- inated cases.

(b) Citrated blood is of value for culture and animal inoculation in acute, disseminated cases.

(c) Merthiolated** serum from serial blood specimens, taken at 3- to 4- week intervals, should be tested by complement fixation and agar gel precipitin tests.

(d) Sputum specimens*** should be collected in sterile bottles to which chloramphenicol has been added. A minimum of six specimens should be collected from each patient before histoplasmosis is ruled out.

* See appendix II, page xx *• See appendix II, page xx

*** Sputum brought up from bronchial areas by having the patient use correct postural drainage procedures.

18

(e) When sputum cannot be obtained, gastric washings may be sub- mitted. They should be collected in a sterile bottle containing chloramphenicol.

(f) Spinal fluid is taken only if there is cerebral meningeal involvement. It is collected in a tube or bottle containing antibiotic.

(2) Animal inoculation

Intraperitoneal inoculation of mice with clinical materials greatly increases the probability of demonstrating the presence of H. capsulatum. Sacrifice the animals after 2 weeks and culture the liver and spleen on cycloheximide agar at room temperature and on blood agar without antibiotics at 37° C.

d. Fluorescent Antibody (FA) Staining in Mycology

In certain reference laboratories, FA tech- nics are regularly used in conjunction with conventional methods of identification. Currently these procedures have been most successfully applied in medical mycology in the identification and detection of Sporo- trichum schenckii, Blastomyces dermatitidis, Cryptococcus neoformans, H. capsulatum, and C. immitis.

Specimens for examination by the fluorescent antibody technique are obtained from such varied sources as blood, spinal fluid, sputum, lesion exudates, sternal marrow, scrapings from edges of ulcers and abscesses, and aspirated fluid from abscesses and tissue. If the laboratory is close by, such specimens can be submitted directly to the laboratory. If these materials have to be shipped to a distant laboratory, smears should be pre- pared for shipment. Sputum should be enzymatically digested (by parasentin or trypsin) and smears made from the centri- fuged sediment. Such smears are made directly within etched circular (1 cm. di.) areas of glass slides and are then allowed to air dry. These preparations are fixed by heat. Other materials such as exudates or tissues do not require digestion. These smears are made directly within the etched areas of glass slides, are allowed to air dry and are then fixed by heat. Spinal fluid or gastric washings should be centrifuged and smears made from the sediment.

PARASITIC DISEASES

The diseases caused by animal parasites may be conveniently considered as blood, intestinal, or tissue infections; and laboratory diagnosis may be made by direct examination of the specimen or indirectly by serologic tests. The specimens submitted for labora- tory examination may be smears of bone marrow, liver, spleen, or whole blood, aspirates from lesions, vaginal or urethral secretions, bile, sputum, duodenal drainage, anal swabs, feces, or portions of the parasite itself.

1 . Blood Parasites. Proper collection and handling of specimens to be examined for blood parasites are important since inadequate or poor samples may lead to erroneous conclusions. Not all the organisms usually grouped as blood parasites are diagnosed from blood. In certain instances, spinal or peritoneal fluid, aspirates and biopsies of organs and tissues are also used. The speci- men to be obtained depends on the location of the parasite or its diagnostic stage in the body. Table 1 shows the location of parasites or their diagnostic stage within the body.

TABLE 1

Location of Parasites or their Diagnostic Stage within the Body

PERIPHERAL BLOOD OTHER

Within

RBC

In

Plasma

Within

Leuco-

cytes

to

Bone

Marrow

Lymph

Nodes

Spinal

Fluid

Plasmodia spp. (4)

+

+

Trypanosoma gambi- ense and T. rhodesiense

-h

-1-

+

Trypanosoma cruzi

-1-

-t-

Leishmania donovani

-1-

-f

-h

Leishmania tropica and L. brasiliensis

+

Filaria-microfilariae (5 spp.)

+

-f-*

+*'

Onchocerca volvulus

-1-

Toxoplasma gondii

-f

+

+

*Loa loa microfilariae may be found in calabar swellings **Wuchereria bancrofti and Brugia malayi microfilariae

a. Blood specimens

Two typ>es of specimens are collected for recognition of those parasites whose diag- nostic stages are found in peripheral blood, (1) dried blood films for staining and (2)

19

whole blood samples. This applies in ma- laria, trypanosomiasis, and filariasis (with

the exception of onchocerciasis).

( 1 ) Blood films

Citrated, oxalated, or clotted blood should not be used to make blood films except in emergencies. In thin films the blood is spread over a relatively large area in a thin layer; in thick films, it is concentrated in a small area. For rou- tine diagnosis, the thick film is prefer- able since it permits the examination of a large amount of blood. However, parasite morphology is more distinct and typical in a thin film. For this rea- son, a thin and thick film combination on the same slide is recommended. Thin films are prepared by pricking the ear or finger after the area has been cleansed with gauze, not cotton, soaked in 70% alcohol, and allowed to dry completely. A single drop of blood is deposited near one end of a slide and spread as though making a preparation for a differential count. Thick films are made by either touching the under sur- face of the slide to a fresh large drop of blood on the finger, without touching the skin, and rotating the slide to form a film about the size of a dime. Alter- natively, several drops of blood may be deposited close together near one end of the slide and puddled with the corner of a slide, applicator stick, or toothpick. The films are allowed to air dry in a horizontal position protected from dust and insects. Thin films dry rapidly but thick films require 8 to 12 hours. Prop- erly and improperly prepared films are shown in Figure 1.

(2) Whole blood

If concentration methods are to be used, blood is collected by venipuncture, and sodium citrate or heparin is added to prevent clotting. Aseptic technic is es- sential in the collection of the sample. Do not use preservatives since they may kill the organism and make cultivation or animal inoculation impossible.

(3) Time of collection

Time of specimen collection in malaria is important but less so than in filaria infections. Parasites are most numerous in malaria about midway between

chills, but their morphology is some- what less characteristic. One specimen taken at this time and a second 5 to 6 hours later is ideal.

Because of the nocturnal periodicity in certain filaria infections, notably by Wuchereria bancrofti and Brugia ma- layi, the specimen should be taken be- tween 10 p.m. and 2 a.m. Infections with W. bancrofti or Wuchereria paci- fica in the southwest Pacific area exhibit no such periodicity. In Loa loa there is a diurnal periodicity, and specimens should be collected between 10 a.m. and 2 p.m. Blood collection should also be correlated with the stage of the in- fection. For example. Trypanosoma cruzi is found in the blood only during the acute, febrile stage of Chagas’ disease. The same is true for infections with Trypanosoma gambiense and Try- panosoma rhodesiense.

b. Body fluid, aspirates, and biopsies

Certain blood parasites are diagnosed by the examination of body fluids and tissues rather than by direct examination of blood. Thus, biopsies of liver, spleen, bone marrow, and lymph glands must be studied to demon- strate the parasite. This is true in leishma- niasis, filariasis (onchocerciasis), and some- times in malaria and trypanosomiasis. In some cases of onchocerciasis, tissue biopsies may reveal microfilariae when examination of skin from the nodule is negative. Localiza- tion of the nodules on the upper or lower part of the body influences distribution of the microfilariae and dictates selection of the biopsy site which may be the shoulder, calf, thigh, or another part of the leg.

Aspirates of lymph glands or ulcerative skin areas are collected for diagnosis of leish- maniasis, trypanosomiasis, or filariasis. Cere- brospinal, hydrocele, pericardial, pleural, and peritoneal fluids may be used for the diagnosis of trypanosomiasis, filariasis, or toxoplasmosis.

Handling of tissues or fluids depends on the examination to be made. If cultures or ani- mals arc to be inoculated, asepsis should be practiced, and the media or animals should be inoculated as soon as possible after the specimen is collected. If inoculation is de- layed, the specimen should be stored in the refrigerator.

20

PROPERLY MADE SLIDES

I

21

Too thin Improperly placed Damaged by flies

Tissue for sectioning should be placed in a fixative as soon as it is removed from the body.

c. Shipment of specimens

Dry blood or tissue smears may be placed in slide boxes with tissue between and over the slides to prevent breakage. Slides may be wrapped in bundles, slide over slide, in toilet tissue with one or two layers of tissue be- tween adjacent slides. The slides may be packed in a mailing container or box with enough protective material to prevent break- age, but these containers should be packed in a box with additional packing material.

d. Storage of specimens

Prompt examination of blood specimens is desirable because blood loses its affinity for stain after 3 to 4 days. Unstained slides may be refrigerated a week, but, if staining is to be delayed, thin films should be fixed with methyl alcohol and thick films dehemo- globinized in buffered water before storage. Subsequent staining requires special technic. Prompt refrigeration of whole blood is nec- essary if it is not to be examined immedi- ately. Microfilariae remain alive in blood a week or more under refrigeration. Tissue or fluid smears, like thin blood films, may be stored in the refriegrator, after fixation with methyl alcohol, before being stained.

Stained blood films, tissue impression smears, or fluid smears may be preserved by covering the film with a coverslio or a coat- ing of clear Diaphane or other neutral mounting medium.

e. Immunodiagnostic tests in parasitic diseases The immunodiagnostic tests employed in parasite diagnosis are, in general, modifica- tions of procedures in common use, that is, complement fixation, precipitin, hemag- glutination, flocculation, or fluorescent anti- body technics.

Various types of immunodiagnostic tests and the present status of their applicability in a variety of parasitic diseases are shown in Table 2. Specimens collected for serologic diagnosis of parasitic infections are taken as for other types of serologic tests. The serum should never be inactivated. If examination is to be delayed, 0.01 ml. of 1% aqueous solution of borated merthiolate per ml. of scrum may be added f Appendix II). If the serum is to be used also for virus serology, it must not be merthiolated.

2. Intestinal Parasites. Diseases caused by intesti- nal parasites are diagnosed mainly by the exami- nation of fecal specimens, but urine or sputum may be used for diseases caused by certain species. Properly collected and preserved speci- mens are of utmost importance since old, or poorly preserved materials are of little value in establishing a diagnosis and may lead to errone- ous conclusions.

a. Fecal specimens

The stool should be collected in a clean con- tainer or on clean paper and transferred to a suitable container such as a half-pint waxed carton with an over-lapping lid. Urine must be excluded since it will destroy trophozoites if they are present. Feces deposited on soil are not satisfactory due to the possible pres- ence of free-living larvae and other con- taminants which may confuse the diagnosis. The specimen should be taken to the labora- tory at once; or if the examination will be delayed, a small portion, in addition to the carton specimen, should be placed in PVA fixative (polyvinyl alcohol) (Appendix II) to preserve trophozoites. Administration of barium, magnesia, or oil prior to collection will render a specimen unsatisfactory for ex- amination.

b. Mailed specimens

Specimens sent through the mail must be in containers which meet postal regulations for infectious materials.

One-ounce, screw-cap vials placed in a metal case with a screw cap and enclosed in a cardboard container with a metal screw cap are satisfactory. The vials should be sealed with adhesive tape around the top to prevent leakage. They should then be packed in suit- able absorbent materials to prevent break- age from shock transmission and to absorb entirely any leakage that would result if breakage should occur. Mailed specimens require use of a preservative, and a two-vial method of collection and shipping is ad- vocated. One vial contains 5% or 10% formalin, the other PVA fixative. Thus the laboratory has a formalinized specimen that can be examined for cysts and helminth eggs and a PVA-fixed specimen that can be ex- amined for trophozoites, and to a lesser de- gree, for cysts. The method of handling a stool specimen for parasitological examina- tion is shown in Figure 2.

22

Table 2

IMMUNODIAGNOSTIC TESTS FOR PARASITIC INFECTIONS

TESTS

PARASITIC DISEASES N.

Intraderma 1

Complement

Fixation

Precipitin

Agglutination

Flocculation

Hemagglutination

Latex

Agglutination

Fluorescent

Antibody

Methylene Blue Dye Test

Ascariasis

@

@

®

®

T richinosis

®

®

Toxocariasis

@

©

Cysticercosis

Echinococcosis

®

Schistosomiasis

@

®

®

Clonorchiasis

®

©

Paragonimiasis

®

®

Filariasis

®

®

Chagas' disease

@

©

©

©

Leishmaniasis

®

Toxoplasmosis

©

®

®

Amebiasis

®

©

O) Under experimental investigation

*)u sed for diagnosis but requires further evaluation for routine use ^ Generally accepted useful routine diagnostic test

23

PARASITOLOGICAL EXAMINATION OF STOOL SPECIMENS

24

DO NOT COVER THE STOOL WITH CRESOL OR OTHER DISINFECTANT.

DO NOT CONTAMINATE THE SPECIMEN WITH URINE, DIRTY WATER, OR EARTH.

DO NOT FILL THE EMPTY VIAL MORE THAN HALF FULL.

LABEL EACH VIAL WITH THE PATIENT’S NAME AND ADDRESS.

c. Collection of multiple specimens with and without catharsis

Because of the intermittent passing of para- sites from the host, examination of multiple specimens is desirable. Ascaris, hookworm, and Trichuris eggs appear almost daily in feces. Cysts of Entamoeba histolytica and eggs of certain of the helminths such as Schistosoma species and Diphy Robot hr ium latum are passed intermittently. These ir- regularities emphasize the need for collec- tion of at least three specimens spread over 10 to 14 days.

Normally, passed stool specimens spaced several days apart are preferable to speci- mens obtained by catharsis or sigmoidos- copy, since cysts are more likely to be pres- ent in passed stool specimens. Purged speci- mens increase the possibility of finding organisms. A cathartic of sodium sulphate or buffered phospho-soda is preferable to magnesium sulphate since such cathartics af- fect the morphology of the organism less. Each bowel movement should be collected separately, numbered serially, and delivered promptly to the laboratory. Egg, larvae, cysts, and trophozoites may be found in such specimens. If examination of the specimen is to be delayed, add a portion to PVA fixative.

d. Collection of specimens by sigmoidoscopy

In amebiasis, if stools are negative, material may be obtained by sigmoidoscopy immedi- ately following a normal bowel movement, or if a cathartic is given, after a lapse of 2 to 3 hours. Collect the specimens with a serologic pipette rather than a cotton swab by aspirating material from any visible lesion and the mucosa. Pathologic areas or the mucosa wall may also be gently curetted. Examination of sigmoidoscopic specimens for diagnosis of amebiasis must be immedi- ate, but after the direct examination, PVA fixative may be added and the preparation dried and stained.

e. Collection of specimens other than feces

Sputum specimens as well as stools should be collected in suspected cases of paragoni- miasis. Pulmonary amebiasis and echinococ- cosis may also be diagnosed by sputum examination. Urine specimens are used in the diagnosis of Trichomonas vaginalis and Schistosoma haematobium. The optimum urine specimen to be examined for the latter is one passed at or shortly after noon. Vagi- nal swabs or scrapings are used in diagnosis of T. vaginalis.* Anal swabs or cellulose tape specimens are the usual means of col- lecting the eggs of Enterobius vermicularis, as shown in Figure 3. Specimens taken be- tween 10 p.m. and 12 midnight, or in the early morning before defecation, are best. Three consecutive examinations are desir- able, and a short delay in examination of either the swab or tape specimen makes no particular difference, but the specimens should be refrigerated if examination is de- layed for more than a day. Biopsied material for the dagnosis of schistosomiasis may be collected from the colon, rectum, or bladder and, for amebiasis, from the rectum or liver. Biopsy is not recommended for echinococ- cosis because of the danger of complications resulting from the leaking of hydatid fluid into the surrounding tissue. Duodenal drain- age often reveals organisms when stool speci- mens are negative for Strongyloides ster- coralis and Giardia lamblia and should be collected when diagnosis cannot be estab- lished by fecal examination.

Biopsy material (human gastrocnemius or deltoid muscle) may be collected for diag- nosis of trichinosis. The muscle may be fixed and sectioned or the fixed tissue may be submitted for examination and sectioning and staining. Serologic methods are more commonly used in the diagnosis of trichinosis than direct examination of tissue for the larvae. Animal biopsy or autopsy meat or other foodstuffs of animal origin suspected of harboring T. spiralis larvae should be submitted to the laboratory in plastic bags and liberally covered with sodium borate powder. The specimen should not be frozen. The borate preserved meat may then be subjected to pepsin-HCl digestion for re- covery of larvae.

* The swabs may be examined as a wet mount or, prefer- ably, they may be placed in a suitable culture medium.

25

Figure 3

USE OF CELLULOSE-TAPE SLIDE FOR DIAGNOSIS OF PINWORM

PREPARATION

INFECTIONS

a CtlKjlo««-tope slide preporotion

b. Hold slide ogoinst tongue depressor one inch from end ond lift long portion of tope from slide

e Press gummed turfoces ogomst severol oreos f- Replace tope on slide

of pertonol region

g Smooth tope with cotton or gowie

Note: Specimerts ore best obtotned o

few hours after the person hos retired, perhaps ot 10 or II P.M., or the first thing In the morning before a bowel movement or both

26

Skin snips are the specimens of choice in infections with Onchocerca volvulus as the microfilariae do not appear in the blood stream. Tissue fluid obtained by puncture and aspiration of a nodule may also show organisms.

f. Serum

Immunodiagnostic tests for intestinal para- site infection are considered to be useful routine diagnostic procedures in only a few diseases, as shown in Table 2.

ARTHROPOD-BORNE DISEASES (SPECIMENS FOR IDENTIFICATION OF ARTHROPODS)

Arthropod ectoparasites play an important role in the transmission of plague, typhus, tularemia, spotted fever, relapsing fever, and several other diseases. Any specimen submitted should be divided, one portion to be used for identification and the other for isolation of any virus or rickettsia that may be present. The sample for identification should be preserved in, pref- erably, 70% alcohol or in 2% formalin. Samples for isolation should be collected alive and stored on dry ice until tested. Table 3 shows the method of pre- serving and handling insects and other arthropods according to the kind of examination to be made.

TABLE 3

Preserving and Handling Insects and Other Arthropods

For Identification

Moist

Dry

In 70% alcohol or 2% formalin

Between layers of tissue or lens paper. Not cotton

Ticks

Mosquitoes

Mites

Flies

Fleas

True bugs

Lice

Wasps, bees

Fly maggots

Moths

Spiders

Mosquito larvae Small flies Bed bugs Ants

Caterpillars

Butterflies

For Demonstration of Microorganisms or Antibodies Suspend in bottle of 1% sodium chloride solution.

Ectoparasites usually are wingless arthropods. Ticks and mites have eight legs in the nymphal and adult stages. Fleas and lice are true insects with six legs. Fleas are very active jumping insects, compressed from side to side, with elongated legs adapted for jumping. Lice are more sluggish insects, depressed from top to bottom, with legs adapted for grasping hairs. Illustrations of various kinds of arthropods are shown in Figure 4.

1. Ectoparasites. Ticks, mites, fleas, and lice should be collected from bedding, animal bur- rows, or birds’ nests with fine forceps, aspirators, or applicator sticks. They may be simply combed, brushed, or knocked off an infected animal.

2. Flies and Mosquitoes. These arthropods may be collected with insect nets, aspirators, chloroform tubes, cyanide jars, light, bait, or fly traps. Barns, outbuildings, the under surfaces of bridges, or other adult resting places are the best areas in which to find these insects. Tubes for picking up live insects, holding cages, storage boxes, and bottles are illustrated in Figure 5. All sp)ecimens should be submitted unmounted, and large numbers of specimens may be mailed in pill boxes or similar containers. Specimens may be mailed wrapped between layers of lens pap>er or cleansing tisue with a layer of absorb- ent cotton next to the top and bottom of the box to absorb vibrations and prevent breakage. Do not ship mosquitoes or flies between layers of absorbent cotton. If sp>ecimens are mounted for identification, they should be fastened with clear fingernail polish or liquid cement to an insect point or an insect pin. Larger flies may be pinned through the thorax. Poorly mounted specimens are worse than those unmounted.

3. Arthropod specimens submitted for virus or rickettsia isolation. For this purpose it is of the utmost importance that ticks, mites, fleas, lice, mosquitoes, or other insects be collected alive, sealed in ampules or rubber-stoppered test tubes, and stored on dry ice until tested. If dry ice is not available, temporary storage in a me- chanical deep freeze chest is satisfactory. Col- lection or storage in chloroform tubes or cyanide jars is not permissible because these materials inactivate many viral and rickettsial agents.

27

Figure 4

Dermacentor andersoni - Rocky Mountain Wood Tick

Ctenocephalides felis - Cot Flea

Pediculus humanus - Human Head and Body Louse

Pthirus pubis Human Crab Loose

Anopholos quadrimaculatus - Malaria Mosquito

28

Figure 5

Collection of insects olive with on ospirototr using breath to supply the suction.

Bottle of saline (1% Na Cl) for specimens to be examined for microorganisms of antibodies. Formalin (10% ~ 3.7% Tubes for picking up insects with an aspirator. formaldehyde) may also be used for storage of specimens.

Pill box for storage of dead insects. cage during transit.

29

VIRAL AND RICKETTSIAL DISEASES

Diagnosis of viral and rickettsial diseases in the lab- oratory may be attempted by three general pro- cedures.

1. Isolation and identification of the inciting agents;

2. Demonstration of a rise in titer of specific antibodies during the course of the illness;

3. Examination of the infected tissues for pathologic alterations.

It is rarely possible or necessary to use all three procedures in diagnostic work. A decision as to which procedure should be followed is dictated by the nature of the infection, the stage of the illness when the patient is first seen, and the amount of informa- tion the methods will yield in relation to the time, effort, and expense involved.

Direct microscopic methods are rarely used and are of limited usefulness except in rabies diagnosis and a few other special cases. Aside from immunofluo- rescence, microscopy is usually confirmed by some other procedure such as serology or isolation of the agent.

Serologic tests have far greater usefulness in the diagnostic laboratory than either of the other ap- proaches. Serologic methods generally yield informa- tion more rapidly and less expensively than isolation and identification of an agent, but they do not give the same degree of assurance of etiologic involve- ment. In fatal infections, when there has been in- sufficient time for specific antibody development, isolation of the causative agent is the only means of diagnosis. When the virus exists in many antigenic types, as in the Coxsackie group, it is essential to isolate the virus from clinical material. Serologic tests are possible only for those diseases whose causative agents have been isolated and from which satisfactory antigens can be produced. Obviously, some exception must be made for those diseases in which a biologically nonspecific phenomenon can be useful in suggesting a diagnosis, as in the Weil-Felix reaction for certain rickettsioses, and the heterophile test for infectious mononucleosis. Serologic methods alone with contribute little to establishing the etiology of diseases of unknown causation.

The types of specimens that may be submitted for laboratory examination in viral and rickettsial dis- eases are more varied than in any other type of in- fection. Depending on the disease, the specimens in- clude; nasal swabs, throat swabs, swabs of oral lesions, saliva, sputum, nasopharyngeal swabs, nose and throat washings, stool or rectal swabs, cerebro- spinal fluid, vesicle fluid, pleural effusion fluid, bubo

aspiration fluid, musele biopsy, crusts, scrapings from fever sores, postmortem tissue and paired sera. In interpreting isolation results, it should be remem- bered that the mere presenee of a virus in exereta does not neeessarily establish the etiologieal relation- ship of the agent to the disease. Inapparent and mixed infeetions, particularly with enteroviruses, are common and the etiologically unrelated virus may even give rise to antibody formation which coin- cides with the timetable of the disease.

1. Preparation and Shipment of Diagnostic Speci- mens

a. Type of Specimen to be Collected

(1) Virus isolation. Materials for isolation must be freshly obtained and, if pos- sible, collected with aseptic precau- tions. Source of materials depends on the type of clinical disease (that is, throat swabs or throat washings in respiratory infections, etc.). Usual materials include blood, throat wash- ings, sputum, feces, effusion fluid, tis- sue biopsies, autopsy tissue, or lesion scrapings. No preservative or fixative should be added. After collection, blood for virus isolation should be frozen without further treatment.

(2) Serological tests. Serum should be obtained from clotted blood collected and kept under sterile conditions. No preservative need be added. Separating the serum from the clot at the source prevents hemolysis which interferes with some tests. At least 10 ml. of blood (5 ml. of serum) and preferably 20 ml. of blood should be collected for serological tests to permit a multi- plicity of tests, confirmation, or repeti- tion of equivocal results when neces- sary.

b. Time to Collect Specimens

( 1 ) Virus isolation. The time in the course of the clinical disease that specimens are collected is of utmost importance. In general, for isolation techniques the earlier in the acute stage the speci- men is taken, the better the chance for successful isolation. The specimen should certainly be taken while the patient is still acutely ill and febrile.

(2) Serological tests. Except in outbreaks of encephalitis, scrum specimens must be paired since only a rise in specific

30

antibody titer is positive evidence of current infection with the responsible agent. The first sample should be col- lected as early in the illness as possible and the second from 2 to 4 weeks after the beginning of convalescence. Even in arbovirus infections antibody in the the first serum is only suggestive of recent infection and must be followed up with a second serum.

c. Container for Specimen

(1) Virus isolation. Materials for virus isolation must be frozen if it will take longer than a few hours to get them to the laboratory. This requires dry ice. Dry ice releases CO2 gas which is deleterious to most viruses; therefore these specimens must be completely sealed off (flame-sealed ampules are best for fluid specimens) . With samples placed in bottles closed with tightly fitting rubber stoppers, the tops should be sealed with at least three turns of high quality waterproof adhesive tape. If facilities for freezing stool specimens are not available, they can be emulsi- fied in an equal volume of 1 molar magnesium chloride and shipped in an insulated container with cans of frozen water (picnic cooler type) and packed in wood shavings.

(2) Serological tests. The container must protect the specimen from loss by breakage as well as from contamination and deterioration. Serum samples in test tubes with tight rubber stoppers or, preferably, sleeve stoppers (reinforced by adhesive tape) are satisfactory. Cork stoppers are quite unsatisfactory, and the type of screw-cap vials fre- quently loosen and leakage occurs.

d. Packing and Shipping of Specimens

(1) Virus isolation. Virus isolation sam- ples once ampuled should be quickly frozen (on dry ice) and maintained in the frozen state (preferably at 70°C.) until the time for testing. For safety purposes and to prevent breakage, each specimen tube should be individually wrapped in either paper towels, facial tissues, or other absorbent padding material. One or more padded

specimens can be placed in a small cyhndrical shipping container which is packed directly against 5 to 10 pounds of dry ice (the amount of dry ice de- pending upon the distance to be shipped) in the center of a box large enough for 6 inches of insulating ma- terial (paper, cotton, etc.) to surround it. Shipment should be by the most rapid means available (usually air mail, special delivery). The laboratory should be notified by wire of the con- tents, mode of shipment, air express way-bill number, and time of expected arrival. Whenever possible, specimens should be shipped so that they will ar- rive at the laboratory during the work- ing day and not on weekends.

Birds submitted for psittacosis studies should be thoroughly soaked in disin- fectant, placed in a plastic bag, and then packed in a shipping box with dry ice. If rapid delivery is possible, cans of frozen water may be used.

(2) Serological tests. If adequately pro- tected against spillage and breakage, serum samples for serological tests may be shipped without refrigeration in ordinary mailing containers. How- ever, these specimens should also be sent by the most rapid method.

2. Minimum Data to be Supplied With Specimen

Name of Patient.

Age.

Summary of pertinent history including date of onset, physical findings, and clinical labora- tory tests.

Virus group suspected.

Type of material submitted and date of collec- tion.

Indication of other similar cases in family or vicinity.

Viral or rickettsial vaccines given to patient and dates administered.

Exposure to animals or insect vectors.

Antibiotic treatment

All specimens should be forwarded to the State pub- lic health laboratory, accompanied by Form PHS 3.332 (see Appendix V). These forms are available at your State laboratory and should be filled in as completely as possible in order to expedite the proc- essing of your specimen.

31

3. Laboratory Methods in Diagnosis a. Direct Methods:

(1) Preparation of specimen for inocula- tion. Certain types of materials, such as throat washings, sputum, and feces, must be freed of contaminating bac- teria and molds before they are used for inoculation. Ultra-centrifugation can separate the contaminants at one speed and concentrate the virus at another. Filtration, chemical treatment, and especially the addition of antibiotics are also useful in removing contami- nants. An effort should be made how- ever, to collect materials as free from contaminants as possible.

(2) Animal inoculation methods. Various species of animals are inoculated by different methods (intracerebral, in- traperitoneal, intranasal, intravenous, etc.), depending on the type of human disease being studied and the type of material available. Symptoms and pathological responses are then ob- served. These methods are used in the isolation of the agents of rabies, psit- tacosis, lymphogranuloma venereum, encephalitis, herpes, rickettsial, and other diseases.

(3) Chick embryo inoculation methods. Embryonic tissue is more susceptible to invasion by most viruses than adult tissue. Chick embryos of varying ages are inoculated by different routes (yolk sac, allantoic sac, amniotic sac, etc.) and are observed for death, for specific pathological lesions, or as a source of antigenic material for specific serolog- ical identification against known pos- itive immune sera (used in influenza, smallpox, mumps, etc.).

(4) Tissue culture methods. Tissue culture represents the use of specific tissues in culture where extracellular factors of the media can be controlled. This method has become the laboratory procedure of choice in the study of many viruses (those of poliomyelitis, influenza, chickenpox, etc.) for isola- tion or for antibody determination and measurement.

b. Indirect Methods:

( 1 ) Examination of tissues for pathological change. Certain viruses cause specific cellular responses characterized by in- clusion bodies, such as Negri bodies in rabies, which are diagnostic of active infection. Some of the larger viruses lymphogranuloma venereum, for ex- ample can actually be seen in tissue smears as elementary bodies. Fluores- cent antibody techniques have recently been applied to the direct examination of infected tissues or exudates for the rapid identification of specific viral antigen. This technique has been most widely used in the diagnosis of rabies.

(2) Complement fixation tests. Specific antigens are available for testing paired acute and convalescent sera in many viral and rickettsial diseases. In rickettsial diseases, the complement fixation test is more specific than the Weil-Felix proteus agglutination pro- cedure.

(3) Red cell agglutination tests. Certain viruses cause red blood cells to ag- glutinate. The presence of specific anti- bodies against that virus will inhibit the agglutination. This type of test is frequently used in influenza, mumps, Newcastle virus disease, certain en- cephalitis infections, and rubella.

(4) Neutralization tests. In the neutraliza- tion test, the fact that a given virus has been inactivated or “neutralized” by specific antibody present in a serum specimen is demonstrated by the fail- ure of a susceptible animal or tissue culture to become infected when in- oculated with the serum-virus mixture. This procedure can be used with paired acute and convalescent sera in any virus or rickettsial disease for which there is a susceptible animal or an appropriate tissue culture system in which the etiologic agent will multiply.

4. Interpretation of Laboratory Results a. Virus Isolation:

Failure to isolate a specific virus from a specimen does not rule out that agent, or an unsuspected one, as the possible cause of the illness in question. When a virus is iso- lated, it signifies current infection (which

32

may be silent) with that virus. It usually, but not always, means that the current ap- parent illness is due to that virus. The results of virus isolation attempts must be correlated with the clinical, epidemiologic, and serologic data.

b. Serologic Tests:

Since it has been found that some individuals already have antibodies against certain viruses because of previous contact with that virus, the finding of antibodies in a single serum sample taken during or after a particular illness does not prove the etiology of that illness. However, a definite (4-fold or higher) rise in antibody titer from the acute stage of the disease to convalescence is usually significant. Although serologic tests yield indirect evidence of virus activity, they are more frequently informative than virus isolation attempts. An effort should be made in all cases to submit paired serum specimens in order to make a presumptive serologic diagnosis or to confirm the signifi- cance of the virus isolation by demonstrating a rise in antibody titer against the virus dur- the course of illness.

Because of the large numbers of antigenic types, serologic studies on paired serum specimens usually cannot be performed in suspected enterovirus infections unless a virus is isolated from clinical material. When pericarditis or pleurodynia is present and adequate clinical information is provided, the microneutralization test for Coxsackie B viruses can be performed.

In certain situations, a third serum specimen (taken late in convalescence, 2 or 3 months after onset) is extremely valuable. This is

a recognized necessity in lymphocytic chori- omeningitis and most rickettsial diseases. In lymphocytic choriomeningitis, complement fixing antibodies may not occur until late in the course of the disease, approximately in the eighth week. In rickettsial diseases and in psittacosis and lymphogranuloma ven- ereum, the production of complement fixing antibodies may be suppressed or delayed in patients who are treated early with broad spectrum antibiotics.

5. Packing and Shipment of the Specimens for Rabies Diagnosis

After decapitation of the animal in the field, the head should be promptly cooled down and kept cold. Whenever possible, it should be delivered by messenger. If no messenger service is avail- able, the head should be packed for shipment by the fastest common carrier. It should be put into a suitable watertight metal container and tightly sealed. This container, in turn should be put into a larger watertight metal container. Cracked ice should be packed between the inner and outer container. The package should be clearly labelled and shipped to the laboratory with utmost dispatch.

NOTE: Although freezing the specimen and shipping it frozen in dry ice (solid carbon di- oxide) or in nitrogen flasks will preserve the virus, quick microscopic examination may be delayed because of the time necessary for the head to thaw. Frozen portions of brain and salivary glands are easier to handle in the lab- oratory than are frozen entire heads. Immedi- ately upon thawing, the tissues should be pre- pared for direct microscopic examination for Negri bodies, for the fluorescent antibody test, or for the mouse inoculation test.

33

The following information is desirable when animal heads are received for examination: the species and breed of the animal; whether it was in contact with other animals; whether the animal died or was killed, and, if the latter, the means used in destroying it; whether the animal was confined and observ’ed for an appropriate time before death, and, if so, for how long; symptoms of rabies, if any; and history of vacci- nation against rabies.

34

ENTEROVIRUS-ASSOCIATED DISEASE^

35

See page for instructions on shipping birds.

Conjunctival smears are examined for inclusion bodies.

APPENDIX I

Postal Requirements for Shipping Diseased Tissues and Other Specimens

(Extracts from Parts 124, 125, and 221, United States Postal Manual)

PART 124

NONMAILABLE MATTER 124.1 INTRODUCTION

.11 DESCRIPTION. Nonmailable matter includes all matter which is by law, regulation, or treaty stipula- tion prohibited from being sent in the mail or which cannot be forwarded to its destination because of illegible, incorrect, or insufficient address.

.12 APPLICABILITY. The harmful or objectionable things identified or described in this part are some of the matter which may not be sent through the mail, as a matter of absolute prohibition. See part 125 for matter mailable only under special rules or con- ditions. Notwithstanding any statement contained in part 124, which covers only some of the items prohibited in the mail, the burden rests with the mailer to assure that he has complied with the law. In addition to the nonmailable items mentioned in this part, certain other articles are prohibited in the mail to military post offices overseas (part 127).

.13 PENALTIES FOR VIOLATION. Severe penalties, by fine or imprisonment, or both, are provided for per- sons who knowingly mail or cause to be mailed, any matter which has been declared nonmailable under law.

.14 NONCONFOR.VIITY WITH POSTAL REGULATIONS. Regardless of its nature, matter may not be mailed in any form if done in violation of postal regulations for such reasons as failure to pay postage, improper size or weight, improper permits, improper addresses, etc.

.15 RESPONSiBii.riY OF MAILER. When mailers are in doubt as to whether any matter is properly mailable, they should ask the postmaster. Even

though the Post Office Department has not expressly declared any matter to be nonmailable, the mailer of such matter may be held fully liable for violation of law if he does actually send nonmailable matter through the mail.

124.2 HARMFUL MATTER

.21 GENERAL PROVISIONS OF LAW

Any articles, compositions, or materials, which may kill or injure another, or injure the mail or other property, are nonmailable. This includes but is not limited to;

a. All kinds of poison or matter containing poison.

b. All poisonous animals, except scorpions (see 125.35), all poisonous insects, all poisonous rep- tiles, and all kinds of snakes.

c. All disease germs or scabs.

d. All explosives, flammable material, infernal ma- chines, and mechanical, chemical, or other de- vices or compositions which may ignite or ex- plode.

* * *

PART 125

MATTER MAILABLE UNDER SPECIAL RULES

125.1 LEGAL RESTRICTIONS .11 HARMFUL MATTER

.111 Certain items barred from the mail, as set forth in part 124, may be mailed if prepared and packaged in accordance with this part. These are items not outwardly or of their own force dangerous or injurious to life, health, or property.

.112 This part covers generally some of the more common situations; however, the burden rests with the mailer to assure that he has complied with the law and that anything shipped by him has been prop- erly prepared and packaged. The ordinary test of adequate preparation and packaging is whether the

36

contents of a parcel are safely preserved under ordi- nary hazards of mail handling and transportation.

.113 Products, materials, and devices are created or modified with such frequency that the Post Office Department is unable to issue general rulings in ad- vance to govern adequate preparation and packaging. Any mailer may, however, request the Post Office Department, in advance, for a specific ruling as to mailability of his item. The request should be ad- dressed to the local postmaster, who will forward it to the Classification and Special Services Division, Bureau of Operations, Washington, D.C. 20260.

.12 APPLICABILITY OF OTHER LAWS * * *

.122 Any special conditions or limitations placed on transportation or movement of certain things shall govern admissibility to the United States mail, when imposed under law by the U. S. Department of the Treasury; U. S. Department of Agriculture; U. S. Department of Commerce; U. S. Department of Health, Education, and Welfare; Interstate Com- merce Commission; or any other Federal department or agency having legal jurisdiction.

.13 PENALTIES

Severe penalties of fine or imprisonment, or both, are provided by law, for anyone who knowingly de- posits for mailing or delivery, or causes to be mailed or delivered, anything declared nonmailable under law. Failure to comply with the regulations of the Postmaster General, as prescribed in this part, as to matter otherwise nonmailable, constitutes a vio- lation of law.

125.2 CONDITIONS FOR MAILING .21 GENERAL NATURE OF PRECAUTIONS REQUIRED .211 The restrictions against mailing of harmful matter, from which relief is granted by this part, are intended to prevent damage or harm to postal and transportation personnel, to prevent damage or de- struction of other mail and of property, to avoid ob- noxious odors, and to prevent the spread of disease and infection. Special preparation and packaging are required to protect against such contingencies.

.212 Basic precautions, covered generally in this section, relate to the inner containers holding the harmful matter, internal cushioning and protection, and exterior packaging and marking.

.22 LIQUIDS (nonflammable) and powders .221 Precautions shall be taken in the case of liq- uids, pastes, salves, ink powders, pepper, snuff, or other pulverized materials against damage to mail and property from leakage and against caustic, irri- tant, toxic, or soiling effect on mail handling per- sonnel.

.222 Containers shall meet any applicable Inter- state Commerce Commission or other Federal speci-

fications. Closures must effectively seal the contents against leakage. Friction tops must be fastened with solder, clips, or otherwise so that they will not come off under impact.

.223 Glass or other breakable containers of liq- uid must be packaged to withstand handling en- route. The container shall be cushioned inside the carton to absorb shock and impact. Where feasible, absorbent material shall be used, to take up all the liquid in case of breakage.

H= * *

125.7 IDENTIFICATION AND MARKING .71 IDENTIFICATION OF CONTENTS. The identity or nature of contents of anything mailed under any of the provisions of part 125 shall be stated plainly on the outside of the parcel, as a condition of mailing. .72 IDENTIFICATION OF MAILER AND ADDRESSEE. The full name and address of both the mailer and the ad- dressee shall be written in ink, rubberstamped, or pasted on the outside of any package whose mailing is covered by part 125.

.73 LABELS. Any labels required under Federal law or under any regulations issued by any Federal agen- cies pursuant to Federal law shall be pasted to the

outside of the parcel.

* *

PART 221

CONDITIONS APPLICABLE TO ALL CLASSES

221.1 PREPARING AND ADDRESSING .11 PREPARING

.111 Senders must prepare articles securely, espe- cially if they are for distant countries. International mail is handled more often and subjected to greater pressure and friction than domestic mail, hence it must be enclosed in strong envelopes or other wrap- pings.

* * *

.114 Articles other than letters and letter packages (AO mail) must be prepared in such a way that their ;ontents are sufficiently protected but so as not to hinder quick and easy inspection of the contents. They should be placed under wrapper, on a roller, or between cardboard; in open bags, boxes, enve- lopes, or containers or in closed, unsealed bags, boxes, envelopes, or containers provided with fasten- ers that can be easily opened and reclosed without being dangerous; or they may be tied with string or twine in a manner that will permit them to be easily untied. Sealing of postal union other articles is not permitted, even if registered, and they must be pre- pared in such a way that other articles do not run the

risk of being trapped by them.

^ ^ ^

37

221.3 PROHIBITIONS .\SD RESTRICTIONS .32 RESTRICTED .ARTICLES * * *

.325 Perishable Biological Materials. Perishable biological materials, including those of pathogenic nature, when sent in the postal union mail are ac- cepted only as LETTER PACKAGES. The follow- ing conditions apply:

a. Mailing Restrictions

If a country prohibits perishable biological ma- terials this is shown under Prohibitions in the country item in the Directory of International .Mail. The packages must be packed as pre- scribed in 221.325c and must bear distinctive violet labels by which they can be readily recog- nized and receive careful handling and prompt delivery.

b. Qualification of Mailers

( 1 ) Only officially recognized laboratories may send or receive letter packages containing perishable biological materials. Labora- tories of the following categories are so designated:

Laboratories of local. State, and Federal government agencies.

Laboratories of federally licensed manu- facturers of biologic substances derived from bacteria and viruses.

Laboratories affiliated with or operated by hospitals, universities, research facili- ties, and other teaching institutions. Private laboratories licensed, certified, recognized, or approved by a public au- thority.

(2) A laboratory desiring to mail letter packages containing materials of this kind shall make written application on its letterhead station- ery to the Classification and Special Serv- ices Division, Bureau of Operations, Post

Office Department, Washington, D.C. 20260, explaining its qualifications and those of the prospective addressee to send and re- ceive such materials, and stating how many packages are to be mailed. On approval, the mailer will receive a sufficient number of the violet labels for the contemplated shipments,

c. Packaging

( 1 ) Perishable biological material not of a path- ogenic nature must be packed in a nonpo- rous container surrounded by sufficient ab- sorbent material to take up all the liquid and must be placed in an outer protective container where it should fit tightly to avoid any shifting.

(2) Perishable biological material of a patho- genic nature must be packed in a tightly closed bottle or tube or heavy glass wrapped in thick absorbent material rolled several times around the bottle or tube and tied at the ends, sufficient in quantity to absorb all the liquid; the wrapped container must be placed in a strong well-closed metal box constructed to prevent any contamination outside of it. This metal box must be wrapped in cushioning material and placed in an outer protective box where it should fit tightly to avoid shifting. The outer con- tainer must consist of a hollow block of strong wood, metal, or other equally strong material with a tight lid so fitted that it can- not open during transportation.

(3) In addition to the requirements in (1) and (2), packages must comply with the regu- lations governing the transmission of such materials in the domestic mail.

(4) The mailer must place on each package one of the violet labels mentioned in a and b(2).

>|c :|c s|c

APPENDIX II

Selected Transport Media and Reagents

Some biological specimens will withstand shipment better if placed in a protective medium or if a pre- servative is added. Likewise, isolated cultures of bacteria, fungi, or viruses should be placed in or upon a medium which will enhance or preserve their via- bility in transit. It this appendix no attempt is made to list all suitable transport media. The sender should give careful consideration to the selection of media in each specific case. Several “transport” media are available commercially.

Some selected media recommended by the NCDC are:

1 . Mcrthiolute solution for preserving blood serum

1.4 gm. sodium borate (borax)

1 .0 mg. merthiolate

100.0 ml. H.O

Dissolve the sodium borate in the water first and then add the merthiolate. Use 0.1 ml. of tlic above solution per 10 ml. of serum to give 1:10,000.

38

2. Sabouraud - cycloheximide - chloramphenicol agar* for selective isolation of pathogenic fungi.

Composition: Sabouraud dextrose agar (2% agar content)

Cycloheximide** 0.5 mg./ml. Chloramphenicol*** 0.05 mg./ ml.

Preparation: 1 liter

a. Suspend 65 gm. dehydrated Sabouraud dextrose agar and 5.0 gm. agar in 1,000 ml. distilled water. Heat to boUing.

b. Add chloramphenicol (50 mg. suspended in 10 ml. of 95% alcohol) to above boil- ing medium. Remove quickly from heat and mix.

c. Add cycloheximide solution (500 mg. in 10 ml. of acetone).

d. Mix well and distribute in tubes.

e. Autoclave at 118° C. for 10 minutes no longer. Slant and allow to harden.

3. Brain heart infusion cycloheximide-chloram- phenicol agar for isolation of fastidious fungi, for example, Histoplasma capsulatum and Blastomyces dermatitidis, at 25° C. or room temperature.

Composition: Brain heart infusion agar (2% agar content)

Cycloheximide 0.5 mg./ml. Chloramphenicol 0.05 mg./ml. Preparation: 1 liter

a. Suspend 37 gm. dehydrated brain infusion agar and 20.0 gm. agar in 1,000 ml. dis- tilled water. Heat to boiling.

b. Add chloramphenicol 0.05 mg./ml. to the boiling medium. Remove from heat quick- ly and mix.

c. Add cycloheximide 0.5 mg./ml.

d. Mix well and distribute in tubes.

e. Autoclave at 118° C. for 10 minutes no longer. Tube and slant.

4. Chloramphenicol solution to add to sputum bottles for isolation of H. capsulatum Preparation of stock solution.

Suspend 20 mg. chloramphenicol in 10 ml. 95% alcohol. Add 90 ml. of dis- tilled water. If necessary, heat gently to complete solution. This is a stable solu- tion.

* Two essentially similar media are available in dehy- drated form: Mycosel agar (BBL, Division of BioQuest); Mycobiotic agar (Difco).

** Actidione (The Upjohn Co., Kalamazoo, Mich.)

*** Chloromycetin (Parke-Davis Co., Detroit, Mich.)

Use: Add 1.0 ml. of the stock solution to each sterile sputum bottle. This amount is ample for inhibition of contaminants in 1 to 10 ml. sputum. If the solution dries in the bottle before use, its effectiveness is unimpaired. The concentration de- sired in sputum is approximately 0.2 mg./ml. of chloramphenicol.

5. Preparation of PVA-fixative for preservation of stool specimens for parasitologic diagnosis

Add 6 gm. of polyvinyl alcohol* (PVA) powder to 100 ml. of Schaudinn’s fixative at room temperature, stirring constantly.

Modified Schaudinn’s Fixative:

Glacial Acetic Acid 5.0 ml.

Glycerol 1.5 ml.

Schaudinn’s Fixative (2 parts saturated aqueous solution of mercuric chloride and 1 part 95% ethyl alcohol) 93.5 ml.

Heat to about 75° C. or higher until powder dissolves and suspension clears.

Cooled to room temperature, the solution should be clear and free of lumps. Solutions prepared with some lots of PVA may remain turbid and may exhibit some precipitate upon cooling. Unless these conditions are excessive, they will not interfere with satis- factory use of the solution. PVA-fixative remains satisfactory for several months and can be used either at room temperature or heated to 50° C.

A quantity of specimen is thoroughly mixed in a vial containing three or more parts of PVA-fixative. Films for staining can be pre- pared immediately or months later by spread- ing two or three drops of the mixture over the surface of a microscope slide. The smear

should cover about one-third of the slide sur- face and it should, to reduce peeling during staining, extend to the edge of the side of the slide. It is important not to have the films too thick and to allow them to dry thoroughly. If the specimen in the vial jells, it can be lique- fied by heating in a water bath prior to making the films.

6. Chopped meat medium.

Ground meat (fat free) 500 gm.

Distilled water 1000 ml.

1 normal NaOH 25 ml.

Use lean beef or horse meat. Remove fat and connective tissue before grinding. Mix meat,

* Gelvatol available from Shawinigon Resins Co., Spring- field, Mass.

39

water and NaOH and bring to boil, stirring. Cool, refrigerate overnight and skim off any remaining fat. Filter the mixture through two layers of gauze and spread the meat particles out to partially dry.

Add sufficient distilled water to the filtrate to restore 1 liter original volume and add:

Trypticase or peptone 30 gm.

Yeast extract 5 gm.

Potassium phosphate 5 gm.

Glucose 3 gm.

Adjust pH to 7.8 with 1 N NaOH.

Dispense meat particles in 15 x 125 mm. screw-cap tubes with a small scoop and add the enriched filtrate. Use about 1 part meat par- ticles plus 3 to 4 parts liquid (v/v) per tube. Add a few iron filings to each tube. Tubes should be more than half full (about 8 ml. fluid). Autoclave at 121° C. for 15 minutes.

APPENDIX III

Acceptable Containers for Use in Shipping Specimens

1. Unfrozen specimens

For shipping small numbers of specimens (1 to 3 ) of whole blood or serum, any one of the usual double-mailing containers with a metal bottom and metal screw cap is satisfactory, providing the cap is tight. The tubes should be individually wrapped and identified, and the identifying list should be wrapped around the outside of the inner case before this is inserted in the outer case. Sufficient absorbent cotton should be included in the inner case to absorb any liquid resulting from breakage in transit.

Shipment of large numbers of tubes in a card- board carton is possible if the tubes are indi- vidually wrapped and sufficient absorbent buffer material cotton, shredded pap>er, excelsior, etc. is included between the individual tubes and next to the walls of the carton to absorb shocks and leakage. The conventional cardboard car- tons with partitions designed to create a com- partment for each tube are most acceptable.

2. Frozen specimens

Small numbers of frozen sera or tissue blocks may be shipped in metal thermos-type con- tainers or in cartons with dry ice or bags of Sno- gel or other reversible refrigerant. If the thermos- type container is used, it should be pre-chilled with dry ice for several hours before the speci- mens are introduced. The specimens should be individually wrapped and identified and packed in such a way that they will not become loose as the dry ice evaporates. Enclose the thermos in an outer carton containing additional dry ice, if necessary, and adequate insulating material to hold the temperature for at least 24 hours longer than the package is expected to be in transit.

Small numbers of frozen specimens may be trans- ported short distances by placing them* in insu- lated paper bags the so-called “Jiffy Bag” used for ice cream with a small amount of dry ice. These bags should be enclosed within one or two other “Jiffy Bags” of larger size. Frozen bags of “Snogel” may be used in place of dry ice. Larger numbers of tubes should be individually identified and wrapped and packed in cardboard cartons with dry ice above and below and an abundance of insulating material around them. Wrap the carton with several layers of heavy brown wrapping paper and tie or seal it securely with tape. This carton should be enclosed in a larger one which should be wrapped and sealed before shipment. The package should be shipped by the most rapid means available.

3. Refrigerated but not frozen specimens Animal heads should always be refrigerated but not frozen during transportation to the labora- tory. If the head is that of a small animal, it may be placed in a friction top can of proper size, the lid firmly pressed into position, and the can enclosed in a large size lard can or other con- tainer. Cracked ice is used to fill the outer can and, if available, a small amount of dry ice may be included as this will help to hold the tempera- ture down for a longer time without actually freezing the specimen.

4. Glass slides

Whenever available, slide boxes should be used with tissue paper stuffed between the slides. Otherwise, the slides should be individually wrapped in tissue and shipped in a screw-capped mailing container with suitable absorbent ma- terial to prevent breakage. Under no circum- stances, should slides he mailed in a letter or man- ila envelope.

40

APPENDIX IV

Reference Diagnostic Services Available at NCDC Reference services of the various laboratories of the NCDC are offered to assist the State public health laboratories. Specimens should not be submitted for routine diagnostic tests. Reference specimens may be submitted only by the State health depart- ment laboratory. They must conform with postal regulations, as well as with NCDC instructions for labelling and transmitting specimens, and for pack- aging specimens for air mail shipments. Specimens arriving in damaged condition will be destroyed with- out examination.

The appropriate receiving laboratory should be checked on the mailing label to insure prompt de- livery of specimens. Specimens should be mailed so as not to arrive in the laboratory on a Saturday, Sun- day, or holiday. Except as indicated on the list be- low, specimens sent to NCDC laboratories should be accompanied by a diagnostic report form available from the NCDC.

Laboratory support to epidemiological investiga- tions, survey studies, or special research projects should be arranged by prior consultation with the Chief of the Laboratory Program.

REFERENCE SERVICES AVAILABLE

RECEIVING LABORATORY

Bacteriology

Identification, toxigenicity testing, and typing of C. diphtheriae Slide agglutination and microscopic tests for leptospirosis. Submit form PHS 3.203E with these specimens.

FebrUe agglutination tests Serotyping of Listeria

Sera for the diagnosis of infections with S. typhi and other Salmonella typ>es accepted only under exceptional circumstances. Sera for agglu- tination tests for diagnosis of bacillary dysentery are not accepted because they are of no value for this purpose.

Bacterial Serology Unit

Grouping of meningococci. Drug sensitivity testing.

Identification of miscellaneous bacteria other than the Enterobacteria- ceae, streptococci, C. diphtheriae, and mycobacteria. (Miscellaneous bacteria cannot be accepted for identification unless they are accom- panied by a complete history. )

Identification of anaerobic bacteria and their toxins.

Bacteriophage typing of staphylococci. (Only epidemiologicaUy related cultures will be accepted. )

Focal point for processing of bacteriology intrastate laboratory evalua- tion specimens.

Bacterial Reference Unit

Serological grouping of beta hemolytic streptococci and typing of Group A and Group B streptococci.

Biochemical differentiation of other streptococci and of pneumococci. Serotyping of pneumococci.

Micro-antistreptolysin 0 determinations.

Streptococcus Unit

Identification of Salmonella, Shigella, and Arizona types.

Bacteriophage typing of S. typhi, S. paratyphi B, and 5. typhimurium. Typing of Escherichia cultures from outbreaks of diarrhea in infants. Typing of Klebsiella cultures in particular instances.

Identification of other enteric bacteria as warranted by clinical and epi- demiological considerations.

Enteric Bacteriology Unit

Identification of acid-fast bacilli.

Determination of drug susceptibility of acid-fast bacilli.

Tuberculosis Unit

Serotyping of leptospira cultures isolated from human, animal, or en- vironmental sources.

Veterinary Public Health Laboratory Unit (Epidemiology Program)

41

REFERENCE SERVICES AVAILABLE (continued)

RECEIVING LABORATORY

Mycology

Examination of cultures for pathogenic fungi (Dermatophytes, subcu- taneous and systemic pathogens).

Examination of stained and unstained histological slides for presence of pathogenic fungi.

Examination of clinical materials from cutaneous mycotic diseases. (Hair, skin scrapings, nail clippings, etc.)

Examination of cultures and clinical materials of veterinary origin.

Serologic tests for actinomycosis, blastomycosis, coccidioidomycosis, crv’ptococcosis, and histoplasmosis.

Mycology Unit

Parasitology

Examination of feces, urine, sputum, and other body fluids and aspirates for evidence of parasitic infection. (Entamoeba histolytica and other intestinal protozoa, intestinal helminths, schistosomes, Paragonimus westermani. Echinococcus granulosus, etc.)

Examination of biopsy or autopsy material for Trichinella spiralis. Echi- nococcus granulosus, etc.

Examination of histological preparations for presence of parasites.

Identification of isolated worms.

Examination of thick or thin blood films, impression smears, tissue sec- tions, etc., for blood parasites (malarial parasites, hemoflagellates, filarial worms, etc.)

Isolation of hemoflagellates by cultivation and animal inoculation from unpreserved whole blood, spinal fluid, tissue, aspirates, etc.

Serologic tests for toxoplasmosis, trichinosis, echinococcosis, extra-intes- tinal amebiasis, visceral larva migrans, cysticercosis, filariasis, schisto- somiasis, Chagas disease, and kala-azar.

By special arrangement: examination of impression smears, spinal fluid, tissue sections, etc., for Toxoplasma; attempted isolation of organisms from whole blood, spinal fluid, tissues, etc.; serology on adult eye lesion cases.

Parasitology Unit

VD Laboratory Procedures

Treponema Pallidum Immobilization (TPl) test on serum.

Identification of cultures of Neisseria gonorrhoeae

Under certain special conditions approved by the Venereal Disease Re- search Laboratory, cultures of gonococci may be accepted for testing to determine susceptibility to penicillin.

Venereal Disease Research Laboratory

(Venereal Disease Program)

Virology and Rickettsiology

Reference studies for the identification of infectious agents in tissue cul- ture fluids, animal tissues, or original clinical materials (including acute and convalescent serum specimens for serology) submitted for confirmation or extension of initial findings and examination of speci- mens of animal origin for studies involving viral agents transmissable to man. (Form PHS 3.332 should accompany these specimens.)

Virus Reference Unit

42

APPENDIX V

PHS 3.332 (CDC) REV 3-64

Patient's Name

Address

City

County

Age Race

Occupation

Dote Onset

Clinical Diagnosis

Physician

Address

DEPARTMENT OF

HEALTH. EDUCATION. AND WELFARE Public Health Service Communicable Disease Center

Laboratory Branch Virology Section

Atlanta, Georgia 30333

REQUEST FOR VIRAL AND RICKETTSIAL REFERENCE SERVICE

State

Sex

Local File No. State Approval

Referral

Other Source

LABORATORY EXAMINATION REQUESTED:

Suspected Virus Group

VIRUS: Isolation Identification

SEROLOGY OTHER

REASON FOR REQUEST:

Epidemic Investigation

Surveillance Activities

Epidemiologic Survey

Other

OTHER CLINICAL DATA:

DATES OF PERTINENT IMMUNIZATIONS

Adenovirus

Influenza

Polio - Salk: No. ,

Oral: Type

Smallpox Other

Spotted Fever

Typhus

Yellow Fever

Rabies

Measles

EPIDEMIOLOGICAL DATA

Recent Travel (Location)

Family Contacts

Community Contacts

Animal Contacts

Arthropod Contacts: Mosquitos Ticks Sandflies Other Arthropods

Bite

Exposure only

SIGNS AND SYMPTOMS

Fever: Height

Duration

*

Rash : (Type)

Mucous Membrane lesions

Respiratory:

Rhinitis

Pharyngitis

Pneumonic involvement

Cardiovascular:

Myocarditis

Pericarditis

Gastrointestinal:

Diarrhea

Constination

Abdominal pain

Vomiting

(Continued on Reverse Side)

43

Central Nervous System:

Others :

Headache Delerium Seizures Lethargy

Paralysis: Flaccid Spastic

Muscle VVeakness Bulbar Involvement

Meningismus Nuchal Rigidity

Other

Jaundice Myalgia Pleurodynia

Myositis Conjunctivitis

H emorrhagic Phenomena Hepatomegaly

Associated Illness:

Fatal

TREATMENT

Antibiotics

Other

SPECIMENS SUBMITTED FOR EXAMINATION:

Origin: Human Animal Other

Date of Collection

Throat Washing

Spinal Fluid

Others

Specimen

Stool

Specimen Local File No, Date of Collection

Serum: Acute

Convalescent

Virus Isolate: Source Passage

Tissue Culture

Mouse

Egg

Other

STORAGE OF SPECIMENS: Duration Method

LOCAL LABORATORY RESULTS:

Clinical diagnostic: WBC Differential

CSF: Cell Count % Lymphocytes

Others

Liver Function Studies

Bacteriological Studies;

Pathological Examinations;

Virus Isolation; Specimen Method

Results

Serology ;

Method used; CF Neut. 111

Test Antigen

- . ,

Acute

Coo valeucent

-

Other Pertinent Information;

44

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