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Journal of Clinical Microbiology, May 2000, p. 1959-1964, Vol. 38, No. 5
Division of Parasitic Diseases, Centers for
Disease Control and Prevention, Atlanta,
Georgia,1 and Hospital
Universitário Pedro Ernesto, Rio de Janeiro,
Brazil2
Received 1 November 1999/Returned for modification 31 December
1999/Accepted 15 February 2000
Formalin and mercuric chloride-based low-viscosity polyvinyl
alcohol (LV-PVA) are widely used by most diagnostic parasitology laboratories for preservation of helminth eggs and protozoan cysts and
trophozoites in fecal specimens. Concerns about the toxicity of
formalin and the difficulty of disposal of LV-PVA are powerful incentives to use alternate preservatives. Such alternatives have been
marketed by several companies and are often presented as one-vial,
non-mercuric chloride fixatives that aim at performing the same role as
formalin and PVA combined. We compared five, one-vial commercial
preservatives, two from Meridian Diagnostics, Inc. (Ecofix and sodium
acetate-acetic acid-formalin), and one each from Scientific Device
Laboratories, Inc. (Parasafe), Alpha Tec Systems, Inc. (Proto-fix), and
Streck Laboratories, Inc. (STF), with 10% formalin and LV-PVA. Fecal
specimens obtained from patients in a Brazilian hospital were aliquoted
within 12 h of collection into the seven preservatives mentioned
above and were processed after 1 month at the Centers for Disease
Control and Prevention. Direct and concentrated permanent smears as
well as concentrates for 20 positive specimens (a total of 259 processed samples) were prepared, stained according to the
manufacturers' instructions, examined, and graded. Positive specimens
contained one or more parasites with stages consisting of eggs, larvae,
cysts, and a few trophozoites of Giardia intestinalis.
Criteria for assessment of the preservatives included the quality of
the diagnostic characteristics of helminth eggs, protozoan cysts, and
trophozoites, ease of use, and cost. Acceptable alternatives to
formalin for wet preparations were found. Ecofix was found to be
comparable to the traditional "gold standard" LV-PVA for the
visualization of protozoa in permanent stained smears. This study
suggests that more acceptable alternatives to the traditional formalin
and LV-PVA exist.
Formalin and low-viscosity polyvinyl
alcohol (LV-PVA), two traditional stool fixatives, have been widely
used in most public, private, and commercial laboratories for many
years. These two fixatives have been and are still considered the
"gold standard" in parasitology because they allow excellent
long-term preservation of intestinal parasites (2). Formalin
is considered an all-purpose fixative used to preserve helminth eggs,
larvae, and protozoan cysts (2, 7). PVA is a plastic resin
that contains Schaudinn's fixative, which is used to preserve
protozoan cysts and trophozoites for the preparation of permanent
stained smears (2, 7).
Formalin contains formaldehyde (5 or 10%), which is a toxic carcinogen
(1, Southwest Environmental Health Sciences Center, University of Arizona College of Pharmacy,
[http://www.pharmacy.arizona.edu / centers / tox_center / exp_path / formalde.html]),
and LV-PVA contains mercuric chloride, which must be disposed of
according to biosafety regulations to limit mercury contamination of
the environment (5; Southwest Environmental Health
Sciences Center, University of Arizona College of Pharmacy). The high
cost of disposal of LV-PVA has become a problem in most laboratories
within the United States (3, 4). Thus, many laboratories are
assessing or adopting non-mercuric chloride- and/or nonformalin-based
fixatives. Biomedical supply companies that currently produce one-vial,
non-mercuric chloride fixatives state that these new preservatives play
the same role as formalin and LV-PVA combined. These one-vial fixatives aim at allowing the laboratory to perform all tests from one vial, with
the results presumably being equivalent to or better than those
obtained with formalin and LV-PVA. Some of these new fixatives allow
concentration procedures that require less centrifugation time or that
use staining procedures that are faster and require fewer reagents. We
compared five one-vial preservatives (Ecofix, sodium acetate-acetic
acid-formalin [SAF], STF, Parasafe, and Proto-fix) with 10% formalin
and LV-PVA in terms of their suitability in preparation of concentrated
wet preparations and permanent stained smears for microscopic
examination, ease of use, diagnostic accuracy, and cost. The objective
of these findings was to find a fixative that could replace the
traditional combination of formalin and mercuric chloride-based PVA
(LV-PVA).
Human fecal specimens were obtained from patients at the
Hospital Universitário Pedro Ernesto in Rio de Janeiro, Brazil. An initial examination of the specimens was completed in Brazil by the
Baermann technique, by the zinc sulfate flotation procedure, and with a
modified Kato thick smear. On the basis of these examinations, 20 positive specimens were selected. These specimens were aliquoted within
12 h of passage into seven different fixative vials, coded as a
set with identification numbers, and placed in a Ziploc bag. The set of
seven fixatives included 10% formalin and LV-PVA (Meridian Diagnostics, Inc.), Ecofix (Meridian Diagnostics, Inc.), SAF (Meridian Diagnostics, Inc.), STF (Streck Laboratories, Inc.), Parasafe (Scientific Device Laboratories, Inc.), and Proto-fix (Alpha Tec Systems, Inc.). When the stool quantity was insufficient, one or more
of the seven preservative vials were left out on a rotating basis. A
total of seven fixative vials were randomly left out of the specimen
sets; these included two vials of 10% formalin, two vials of LV-PVA,
one vial of SAF, and two vials of Parasafe. Three Parasafe vials in
other sets also were left out of the study due to leakage during
transport back to the United States.
Fixed stool specimens arrived in the Centers for Disease Control and
Prevention laboratory within 1 month after initial collection. Accompanying the 20 positive specimens was a data sheet from Brazil which listed the organisms identified in each of the samples. Individual vials of the 20 sample sets were recoded with new
identification numbers so that the microscopists at the Centers for
Disease Control and Prevention would identify organisms on the basis of
morphology and not on the basis of previous knowledge of the initial
identification. Since 10% formalin and LV-PVA work together as a set,
we considered these two fixatives as "one system," with formalin
being labeled "A" and LV-PVA being labeled "B". The traditional
formalin-ethyl acetate concentration procedure was completed for
samples in 10% formalin and STF fixatives (Table
1). The SAF and Parasafe manufacturers recommend a modified formalin-ethyl acetate concentration procedure in
which saline is used instead of formalin. The manufacturers of
Proto-fix (Alpha Tec Systems, Inc.) and Ecofix (Meridian Diagnostics, Inc.) recommend the use of the concentration reagents and procedures specifically made for these fixatives. As recommended by the
manufacturers, we used concentration procedures with the following:
Consed Sedimentation Reagent (Alpha Tec Systems, Inc.) with Proto-fix
and Spincon (Meridian Diagnostics, Inc.) with Ecofix. All the
concentrates described above were examined as wet mounts. For wet
mounts, an area equivalent to the area of a coverslip of 22 by 22 mm
was examined by bright-field microscopy at ×100 and ×400
magnifications.
0095-1137/00/$04.00+0
Copyright © 2000, American Society for Microbiology. All rights reserved.
Evaluation of Commercially Available Preservatives
for Laboratory Detection of Helminths and Protozoa in Human Fecal
Specimens
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ABSTRACT
Top
Abstract
Introduction
Materials and Methods
Results
Discussion
References
![]()
INTRODUCTION
Top
Abstract
Introduction
Materials and Methods
Results
Discussion
References
![]()
MATERIALS AND METHODS
Top
Abstract
Introduction
Materials and Methods
Results
Discussion
References
TABLE 1.
Procedures completed with the
seven preservativesa
Direct permanent smears were prepared with samples from all fixative vials (except 10% formalin, for which its partner LV-PVA vial was used). These smears were stained with the appropriate stains as noted in Table 1: Wheatley's trichrome and Ecostain (both from Meridian Diagnostics, Inc.), Trichrome-Plus (Alpha-Tec Systems, Inc.), and iron hematoxylin (Alexon-Trend, Inc.). Permanent smears (PS) were labeled with an identification number and the date on which they were processed. Smears from concentrated material (CS) of samples fixed in Proto-fix and Parasafe were also stained and labeled with an identification number and the date on which they were processed. Microscopists examined 200 oil-immersion fields using bright-field microscopy at ×1,000 magnification.
Two trained microscopists ("readers") examined the coded samples blindly and independently. They recorded the species identification, morphologic quality, and parasite density. Morphologic quality was initially graded by using three values: "good" (textbook quality, parasite identification possible, diagnosis of infection possible), "fair" (parasite identification possible, certain morphologic details not visible, diagnosis of infection possible), and "poor" (extreme morphologic distortion or barely recognizable, diagnosis of infection difficult or impossible). If differences in species identification and/or in morphologic quality were found between the two readers, a third microscopist was asked to examine and grade the processed sample blindly and record his or her findings. If this person graded the sample as one of the other microscopists did, the results were accepted and recorded; if this was not the case, the processed sample was shown to a fourth person who examined and graded the sample (with the results being compared and recorded once again). The fourth person's grade always matched one of those of the other three persons. A total of 259 processed samples from 20 positive samples consisting of 18 wet preparations from samples in 10% formalin, 18 permanent stained smears from samples in LV-PVA, 40 concentrated wet mounts and permanent stained smears from samples in Ecofix, 38 concentrated wet mounts and permanent stained smears from samples in SAF, 40 concentrated wet mounts and permanent stained smears from samples in STF, 45 concentrated wet mounts, permanent stained smears, and concentrated stained smears from samples in Parasafe, and 60 concentrated wet mounts, permanent stained smears, and concentrated stained smears from samples in Proto-fix were examined and graded. Equal numbers of processed samples were not used for each fixative due to Parasafe and Proto-fix manufacturers' recommendations to use concentrated material for permanent smears, insufficient stool quantity during the time of collection, and leakage of vials during transport back to the United States.
Because of the difficulty in differentiating between categories and subsequently assigning scores, the decision was made to use only two grading categories. Therefore, for the final analysis, it was decided that the use of only two categories was preferable to the use of three categories. The first two categories of "good" and "fair" were combined and called "satisfactory." The category of "poor" was then changed to "unsatisfactory."
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RESULTS |
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Twenty positive specimens had one or more of the following stages of parasites: eggs of Ascaris lumbricoides and Trichuris trichiura, larvae of Strongyloides stercoralis, and cysts of Blastocystis hominis, Endolimax nana, Entamoeba coli, Entamoeba histolytica/E. dispar, Iodamoeba buetschlii, and Giardia intestinalis (a few trophozoites of this organism were also found). These samples did not contain Cyclospora cayetanensis, Cryptosporidium parvum, or Isospora belli. Therefore, no data could be collected on these organisms in the seven preservatives.
Concentration procedures for samples from six fixatives (with LV-PVA
being the exception) were easy to perform and took approximately 10 to
20 min to complete. Wet mounts of samples from four fixatives were
clean and easy to visualize. The concentrated material from Parasafe
preparations was viscous (Fig. 1), and
wet mounts prepared by the Consed procedure were found to be dense red
in color, which sometimes obscured elements such as eggs of
Ascaris lumbricoides because of blending with background
material. The morphology of eggs of Ascaris lumbricoides
from concentrated samples in these six preservatives can be found in
Fig. 1. Five of these images clearly show morphologic characteristics
necessary for identification of Ascaris lumbricoides eggs.
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Formalin, Ecofix, SAF, STF, and Proto-fix all scored satisfactory in
morphologic quality when used with concentration procedures for wet
mounts (Fig. 2). All readers agreed with
these results, with few discrepancies being noted.
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Few discrepancies in the detection of organisms were noted during examination of the same samples in the various fixatives. The presence of organisms in some wet mounts and not in others was due mainly to rare numbers of organisms per slide; this was most problematic with Strongyloides stercoralis larvae and cysts of Endolimax nana or Blastocystis hominis.
Permanent stained smears had many color ranges that either aided or
hindered identification of organisms within the samples. LV-PVA-fixed
samples, when stained with trichrome, were red, purple, and blue, while
Ecofix-preserved material stained with Ecostain was more of a greenish
blue with areas of red. For the other fixatives, material preserved in
SAF and stained with iron hematoxylin was brownish-grayish, samples
fixed in STF and stained with Wheatley's trichrome were pink or
purple, material fixed in Parasafe and stained with trichrome was
bluish green, and samples preserved in Proto-fix and stained with
Trichrome-Plus were red (as shown in Fig.
3).
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Staining of LV-PVA-fixed samples with Wheatley's trichrome clearly
defined the nuclear and cytoplasmic details of the organisms. Material
preserved in Ecofix and stained with Ecostain displayed similar
morphologic details compared with those for samples preserved in LV-PVA
and stained with Wheatley's trichrome. Samples preserved in STF and
Parasafe and stained with Wheatley's trichrome did not have the same
distinct morphologic characteristics as those preserved in Ecofix or
fixed in LV-PVA (Fig. 3 and 4). For
samples preserved in Protofix and stained with Trichrome-Plus and in
samples preserved in SAF and stained with iron hematoxylin, organisms could not be easily recognized or seen on the smears, and thus, these
preservatives did not perform as well as LV-PVA and Ecofix.
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LV-PVA and Ecofix were the only preservatives that scored satisfactory
with permanent stained smears (Fig. 5).
The range in morphology is illustrated in Fig. 3 and 4. Concentrated
permanent stained smears prepared from samples preserved in Parasafe
and Proto-fix did not score well, as shown in Fig. 5. The morphologic characteristics of organisms preserved in Parasafe or Proto-fix and
then stained were sometimes difficult to observe because the stained
sample was blurry, was faint, or lacked the necessary clarity of
morphologic characteristics for identification of the organisms.
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Among the permanent stained smears, there were few missed positive specimens among the specimens that were either unconcentrated or concentrated with various fixatives. As mentioned earlier, organisms were missed primarily due to low parasite density, although the staining quality of the smear and the inability to differentiate between amebae such as Entamoeba coli and Entamoeba histolytica/E. dispar also contributed to some discrepancies.
Readers 1 and 2 graded 129 of the 259 processed fixed samples, identically. Discrepancies between readers 1 and 2 occurred for 130 samples. All samples that were graded differently by readers 1 and 2 were read by reader 3. With only two categories, reader 3 most likely would agree with one of the initial two readers. The 15 permanent and/or concentrated smears for which the parasite identification was questioned were examined by all readers to make a final identification.
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DISCUSSION |
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Fixatives play an important role in the preservation and transport of human fecal specimens and in the accurate diagnosis of parasitic diseases. Formalin and LV-PVA have been trusted preservatives in the past, but with mounting concern over environmental issues and health concerns for laboratorians, alternative fixatives need to be explored. The two objectives of this study were to compare various fixatives (10% formalin and LV-PVA, Ecofix, SAF, STF, Parasafe, and Proto-fix) in terms of diagnostic quality both with wet preparations of concentrates and by techniques for the preparation of permanent stained smears.
We found that all fixatives except Parasafe performed well for the preservation of helminth eggs and protozoa when used with concentration procedures for wet preparations (Fig. 1 and 2). The concentrate of Parasafe-fixed samples was viscous and dense, which made it difficult to see all the morphologic characteristics of the various organisms necessary for identification. Studies by Yang and Scholten (8) found that the SAF fixative works well in concentration procedures but that SAF contains formalin and hence poses the same health concerns as standard 10% formalin. Nace et al. (6) found STF to be an excellent substitute for formalin in concentration techniques. Therefore, acceptable alternatives to traditional 10% formalin for wet preparations exist.
The preparation of permanent stained smears is an important technique associated with routine examination of intestinal protozoa (7). LV-PVA has always been a superior fixative for the preparation of permanent stained smears of protozoan cysts and trophozoites. In our study, LV-PVA proved to be superior. Nonetheless, Ecofix was comparable to LV-PVA in terms of preservation of diagnostic characteristics when the recommended stain was used. Garcia and Shimizu (2) also found this to be true in their study with specimens preserved in Ecofix and stained with either Ecostain or Wheatley's trichrome. They found that specimens fixed in Ecofix and stained with Ecostain had well-defined nuclear detail, with some parasites being easier to identify than the parasites in traditional specimens fixed in LV-PVA.
Direct or concentrated permanent stained smears from various samples preserved in Parasafe, Proto-fix, SAF, and STF were sometimes fuzzy or faint in color, with detailed morphologic characteristics not visible when the smears were stained with appropriate stains. In samples fixed in Parasafe, STF, and sometimes Proto-fix and SAF, amebae (such as Entamoeba histolytica/E. dispar, Entamoeba coli, and Endolimax nana) were the most difficult to identify because of poor preservation. In such samples that did not receive high scores, amebae were distorted or shrunken or the cyst wall was deteriorated; internal structure was poor or nuclei were hard to visualize (these were reported as Entamoeba species). It has been well recognized that good preservation and staining are critical for the identification of amebae, much more so than for the identification of Giardia, for instance. This was again demonstrated in the present study.
Permanent stained smears made from the various fixatives had many color ranges. We found that stains with contrasting colors worked well for the identification of protozoan parasites. Garcia and Shimizu (2) found that the primary difference between Ecostain and Wheatley's trichrome was the color of the organisms. Overall, better performance was obtained for samples preserved in LV-PVA and Ecofix because of preservation of morphology and ease of visualization of parasites on smears stained with contrasting colors.
We were not able to thoroughly evaluate the issue of quantitation between fixatives. However, we noted only a small difference in the number of organisms between aliquots of the same samples in various fixatives. Since a consistent pattern could not be found among the samples in the various fixatives, it does not appear that one fixative performs better or worse for the detection of organisms.
When comparing fixatives in terms of ease of use, Ecofix and Proto-fix had the shortest staining procedures; these two procedures took approximately 15 min, whereas the procedure with trichrome required 55 min and that with iron hematoxylin required 2 h.
Many laboratories today are also concerned with the high cost of preservatives. The approximate cost of each fixative is $1 to $2 per preserved sample. One-vial fixatives cost almost as much as the traditional formalin and LV-PVA Para-Paks. To use new concentration techniques such as Consed or Spincon with samples preserved in Proto-fix or Ecofix, respectively, laboratorians will need to purchase additional concentration kits, which usually include specific vials for use in centrifugation and filters. These kits are relatively expensive, costing anywhere from $1 to $2 per sample, which adds an additional charge to the cost of processing each sample. Therefore, when considering the total cost of sample preservation and processing, the difference in cost between new and traditional fixatives is negligible.
New one-vial fixatives are entering the commercial market. In the present study, several of the seven fixatives (Ecofix, SAF, STF, and Proto-fix) provided the best overall fixative for subsequent parasitological examination with wet preparations. However, all fixatives studied except Ecofix fell short in terms of quality of staining compared to that achieved with LV-PVA.
Continuing evaluations of these new preservatives need to be made by both public health and clinical laboratories to find suitable alternatives to the traditional 10% formalin and PVA. A new one-vial preservative that has characteristics similar to those of the traditional formalin and LV-PVA preservatives would be advantageous in the laboratory not only because of health and disposal issues but also in terms of ease of use, cost, and shorter staining times. Additional work on staining quality for permanent stained smears is needed before a one-vial preservative can replace LV-PVA.
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FOOTNOTES |
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* Corresponding author. Mailing address: Division of Parasitic Diseases, M.S. F-13, Centers for Disease Control and Prevention, 4770 Buford Highway NE, Atlanta, GA 30341-3724. Phone: (770) 488-4474. Fax: (770) 488-4253. E-mail: sip5{at}cdc.gov.
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REFERENCES |
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| 2. |
Garcia, L. S., and R. Y. Shimizu.
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Evaluation of intestinal protozoan morphology in human fecal specimens preserved in Ecofix: comparison of Wheatley's trichrome stain and Ecostain.
J. Clin. Microbiol.
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| 3. | Garcia, L. S., and D. A. Bruckner. 1997. Diagnostic medical parasitology, 3rd edition ASM Press, Washington, D.C. |
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Garcia, L. S.,
R. Y. Shimizu,
A. Shum, and D. A. Bruckner.
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Evaluation of intestinal protozoan morphology in polyvinyl alcohol preservative: comparison of zinc-sulfate and mercuric chloride-based compounds for use in Schaudinn's fixative.
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| 5. | Melvin, D. M., and M. M. Brooke. 1982. Laboratory procedures for the diagnosis of intestinal parasites, 3rd ed. U.S. Department of Health, Education, and Welfare publication no. (CDC) 82-8282. Government Printing Office, Washington, D.C. |
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Nace, E. K.,
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| 7. | National Committee for Clinical Laboratory Standards. 1997. Procedures for the recovery and identification of parasites from the intestinal tract. Approved guideline M28-A. National Committee for Clinical Laboratory Standards, Wayne, Pa. |
| 8. | Yang, J., and T. Scholten. 1977. A fixative for intestinal parasites permitting the use of concentration and permanent staining procedures. Am. J. Clin. Pathol. 67:300-304[Medline]. |
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