This document provides a table of contents for the book "Tietz Fundamentals of Clinical Chemistry and Molecular Diagnostics". The table of contents lists 50 chapters organized into 6 parts that cover topics such as principles of laboratory medicine, analytical techniques and instrumentation, analytes, pathophysiology, molecular diagnostics, and reference information.
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7. Tietz Fundamentals of
CLINICAL
CHEMISTRY
AND
MOLECULAR
DIAGNOSTICS
Carl A. Burtis, Ph.D.
Emeritus
Oak Ridge National Laboratory
Oak Ridge, Tennessee
Clinical Professor of Pathology
University of Utah School of Medicine
Salt Lake City, Utah
David E. Bruns, M.D.
Professor of Pathology
University of Virginia School of Medicine
Director of Clinical Chemistry and
Associate Director of Molecular
Diagnostics
University of Virginia Health System
Charlottesville, Virginia
Consulting Editor
Barbara G. Sawyer, Ph.D., M.L.S.
(A.S.C.P.)CM
, MB (A.S.C.P.)CM
Professor, Clinical Laboratory Science/
Molecular Pathology
Texas Tech University Health Sciences
Center
Lubbock, Texas
Seventh Edition
9. Dedication to Seventh Edition
Mentor, Colleague, Friend
On behal o the worldwide community o clinical laboratorians, we are pleased to dedicate this
edition o the Tietz Fundamentals of Clinical Chemistry and Molecular Diagnostics to Pro essor
Norbert W. ietz, Ph.D. T rough his many scienti c, educational, and editorial ef orts, Pro essor
ietz has had a signi cant and worldwide impact on the pro ession, practice, and teachingo
clinical laboratory medicine.
Pro essor ietz is internationally known or creatingand subsequent editingo one o the rst
books produced or clinical laboratorians, the internationally acclaimed Fundamentals of
Clinical Chemistry. It was the rst modern textbook that integrated clinical chemistry with the
basic medical sciences and pathophysiology. Dr. ietz also edited the rst edition o the Textbook
of Clinical Chemistry, a re erence text that bridges the gap between the clinical laboratory and
medical management by relatingpathophysiology to analytical results in health and disease. He
has also edited the Clinical Guide to Laboratory Tests and the Applied Laboratory Medicine.
In summary, Pro essor ietz has been and continues to be a strong advocate o clinical
chemistry, and through his energetic scienti ic, educational, and editorial e orts he has
encouraged countless clinical chemists, clinical pathologists, and medical technologists to
advance their pro ession by linking progress in laboratory medicine with the practice o
medicine. he name o ietz is synonymous with the pro ession and practice o quality
laboratory medicine. It is our distinct pleasure to dedicate this edition o the Fundamentals
of Clinical Chemistry and Molecular Diagnostics to an individual who has had such a
signi icant impact on our pro ession and our careers.
11. vii
T omas M. Annesley, Ph.D.
Emeritus Pro essor
University o Michigan Medical School
Ann Arbor, Michigan;
Deputy Editor, Clinical Chemistry
Washington, D.C.
Mass Spectrometry
Fred S. Apple, Ph.D.
Medical Director o Clinical Laboratories
Hennepin County Medical Center,
Pro essor o Laboratory Medicine and Pathology
University o Minnesota School o Medicine
Minneapolis, Minnesota
Cardiovascular Disease
Edward R. Ashwood, M.D.
Pro essor o Pathology
University o Utah School o Medicine;
President and Chie Executive O cer
ARUP Laboratories
Salt Lake City, Utah
Clinical Evaluation of Methods
Michael N. Badminton, M.B., Ch.B., Ph.D., F.R.C.Path.
Honorary Consultant and Clinical Lead,
National Acute Porphyria Service (Cardi )
Medical Biochemistry & Immunology
University Hospital o Wales;
Senior Lecturer
Institute o Molecular and Experimental Medicine
School o Medicine, Cardi University
Heath Park, Cardi
Porphyrins and Porphyrias
Renze Bais, Ph.D., F.F.Sc. (R.C.P.A.)
rbaisconsulting.com
Sydney, NSW Australia
Enzyme and Rate Analyses; Serum Enzymes
James C. Barton, M.D.
Director, Southern Iron Disorders Center;
Clinical Pro essor o Medicine
Department o Medicine
University o Alabama at Birmingham
Birmingham, Alabama
Hemoglobin, Iron, and Bilirubin
Lindsay A.L. Bazydlo, Ph.D.
Co-Director Clinical Chemistry, University o Florida Health
Shands Hospital
Director Clinical oxicology, University o Florida Health PathLabs
Assistant Pro essor
Department o Pathology, Immunology, and Laboratory Medicine
University o Florida College o Medicine
Gainesville, Florida
Electrophoresis
Laura K. Bechtel, Ph.D., D.A.B.C.C.
Laboratory Director
Forensic Laboratories, Inc.
Denver, Colorado
Clinical oxicology
Roger L. Berthol , Ph.D.
Pro essor o Pathology
Director o Clinical Chemistry, oxicology, and Point o Care
esting
University o Florida Health Science Center
Jacksonville, Florida
Disorders of the Pituitary; Disorders of the Adrenal Cortex; T yroid
Disorders
Patrick M.M. Bossuyt, Ph.D.
Pro essor o Clinical Epidemiology
Academic Medical Center
University o Amsterdam
Amsterdam, T e Netherlands
Evidence-Based Laboratory Medicine
James C. Boyd, M.D.
Associate Pro essor o Pathology
Chie , Division o Clinical Pathology
University o Virginia Medical School
Director o Systems Engineering and Core Lab Automation
Associate Director o Clinical Chemistry and oxicology
University o Virginia Health System
Charlottesville, Virginia;
Deputy Editor, Clinical Chemistry
Washington, D.C.
Selection and Analytical Evaluation of Methods—With Statistical
echniques; Automation
Contributors
12. Contributors
viii
David E. Bruns, M.D.
Pro essor o Pathology
University o Virginia School o Medicine
Director o Clinical Chemistry and Associate Director o Molecular
Diagnostics
University o Virginia Health System
Charlottesville, Virginia
Clinical Chemistry, Molecular Diagnostics, and Laboratory Medicine;
Clinical Evaluation of Methods; Evidence-Based Laboratory Medi-
cine; Reference Information
Carl A. Burtis, Ph.D.
Emeritus
Oak Ridge National Laboratory
Oak Ridge ennessee
Clinical Pro essor o Pathology
University o Utah School o Medicine
Salt Lake City, Utah
Clinical Chemistry, Molecular Diagnostics, and Laboratory Medicine;
Chromatography; Reference Information
Daniel W. Chan, Ph.D., D.A.B.C.C., F.A.C.B.
Pro essor o Pathology, Oncology, Radiology, and Urology
Director o Clinical Chemistry Division
Department o Pathology,
Director, Center or Biomarker Discovery
Johns Hopkins Medical Institutions
Baltimore, Maryland
umor Markers and Cancer Genes
Rossa W.K. Chiu, M.B.B.S, Ph.D., F.R.C.P.A., F.H.K.A.M.
(Pathology)
Pro essor
Department o Chemical Pathology
T e Chinese University o Hong Kong
Honorary Consultant
Department o Chemical Pathology
Prince o Wales Hospital
Hong Kong, SAR, China
Principles of Molecular Biology
Allan C. Deacon, Ph.D., F.R.C.Path.
Consultant Clinical Scientist
Clinical Biochemistry Department
Bed ord Hospital
Bed ordshire, United Kingdom
Porphyrins and Porphyrias
Michael P. Delaney, B.Sc., M.D., F.R.C.P.
Consultant Nephrologist
East Kent Hospitals
NHSFoundation rust
Canterbury, Kent, United Kingdom
Kidney Disease
Mari L. DeMarco, Ph.D.
Clinical Assistant Pro essor
University o British Columbia,
Clinical Chemist
St. Paul’
s Hospital
Department o Pathology and Laboratory Medicine
Vancouver, British Columbia, Canada
Reproduction-Related Disorders
Paul D’Orazio, Ph.D.
Director
Critical Care Analytical Instrumentation Laboratory Co.
Bed ord, Massachusetts
Electrochemistry and Chemical Sensors
Basil . Doumas, Ph.D.
Pro essor Emeritus
Department o Pathology
Medical College o Wisconsin
Milwaukee, Wisconsin
Hemoglobin, Iron, and Bilirubin
D. Robert Du our, M.D.
Consultant, Pathology and Hepatology
Veterans A airs Medical Center,
Emeritus Pro essor o Pathology
George Washington University Medical Center
Washington, D.C.
Liver Disease
John H. Eck eldt, M.D.
Vice Chair or Clinical A airs
Department o Laboratory Medicine and Pathology
University o Minnesota Medical School
Minneapolis, Minnesota
Hemoglobin, Iron, and Bilirubin
Graeme Eisenho er, Ph.D.
Pro essor
Department o Medicine III
Institute o Clinical Chemistry and Laboratory Medicine
Chie , Division o Clinical Neurochemistry
University Hospital Carl Gustav Carus Dresden at the Dresden
University o echnology
Dresden, Germany
Catecholamines and Serotonin
George H. Elder, M.D., F.R.C.P., F.R.C.Path.
Emeritus Pro essor
Department o Medical Biochemistry and Immunology
School o Medicine, Cardi University
Cardi , United Kingdom
Porphyrins and Porphyrias
Jens Peter Goetze, M.D., D.M.Sc.
Pro essor, Chie Physician
Department o Clinical Biochemistry
Rigshospitalet
University o Copenhagen and Aarhus
Copenhagen, Denmark
Cardiovascular Disease
David G. Grenache, Ph.D., M. . (A.S.C.P.), D.A.B.C.C., F.A.C.B.
Associate Pro essor o Pathology
University o Utah School o Medicine
Medical Director, Special Chemistry
ARUP Laboratories
Salt Lake City, Utah
Pregnancy and Prenatal esting
13. Contributors ix
Ann M. Gronowski, Ph.D.
Pro essor, Department o Pathology and Immunology
Pro essor, Department o Obstetrics and Gynecology
Washington University School o Medicine
St. Louis, Missouri
Reproduction-Related Disorders
Amy R. Groszbach, M.E.D., M.L. ., M.B. (A.S.C.P.)CM
Education Program Coordinator
Molecular Genetics Laboratory, Mayo Clinic
Program Director, Molecular Genetics echnology Internship
Program
Mayo School o Health Science
Mayo Clinic
Rochester, Minnesota
Specimen Collection, Processing, and Other Preanalytical Variables
Doris M. Haverstick, Ph.D., D.A.B.C.C.
Associate Pro essor o Pathology
University o Virginia
Charlottesville, Virginia
Specimen Collection, Processing, and Other Preanalytical Variables
Charles D. Hawker, Ph.D., M.B.A., F.A.C.B.
Adjunct Pro essor o Pathology
University o Utah School o Medicine
ARUP Laboratories
Salt Lake City, Utah
Automation
re or Higgins, M.Sc., F.C.A.C.B.
Director o Clinical Chemistry
GynaLIFEDX
Clinical Pro essor
Department o Laboratory Medicine and Pathology
Faculty o Medicine
University o Alberta
Edmonton, Alberta
Hemoglobin, Iron, and Bilirubin
Peter G. Hill, Ph.D., F.R.C.Path.
Emeritus Consultant Clinical Biochemistry
Royal Derby Hospital
Derby, United Kingdom
Gastrointestinal and Pancreatic Diseases
Christopher P. Holstege, M.D.
Chie , Division o Medical oxicology
Associate Pro essor, Department o Emergency Medicine and
Pediatrics
University o Virginia School o Medicine
Medical Director, Blue Ridge Poison Center
University o Virginia Health System
Charlottesville, Virginia
Clinical oxicology
Gary L. Horowitz, M.D.
Associate Pro essor o Pathology
Harvard Medical School
Director o Clinical Chemistry
Beth Israel Deaconess Medical Center
Boston, Massachusetts
Establishment and Use of Reference Values
Glen L. Hortin, M.D., Ph.D.
Clinical Pathology Medical Director, Southeast Region
Quest Diagnostics
ampa, Florida
Chromatography; Amino Acids, Peptides, and Proteins
Allan S. Jaf e, M.D.
Consultant in Cardiology and Laboratory Medicine
Pro essor o Medicine
Pro essor o Laboratory Medicine and Pathology
Chair, CCLSDivision o Laboratory Medicine and Pathology
Mayo Clinic and Medical School
Rochester, Minnesota
Cardiovascular Disease
Ishwarlal Jialal, M.D., Ph.D., F.R.C.Path. (London), D.A.B.C.C.
Robert E. Stowell Endowed Chair in Experimental Pathology
Director o the Laboratory or Atherosclerosis and Metabolic Research
Distinguished Pro essor o Pathology and Internal Medicine
(Endocrinology, Diabetes, and Metabolism)
University o Cali ornia Davis Medical Center
Sacramento, Cali ornia
Disorders of the Pituitary; Disorders of the Adrenal Cortex
George G. Klee, M.D., Ph.D.
Emeritus Pro essor o Laboratory Medicine and Pathology
College o Medicine
Department o Laboratory Medicine and Pathology
Mayo Clinic
Rochester, Minnesota
Quality Management
Michael Kleerekoper, M.D., F.A.C.B., F.A.C.P., M.A.C.E.
Clinical Pro essor o Internal Medicine/Endocrinology
College o Medicine and Li e Sciences
University o oledo
oledo, Ohio
Hormones; Disorders of Bone and Mineral Metabolism
Larry J. Kricka, D.Phil, F.A.C.B., C.Chem., F.R.S.C., F.R.C.Path.
Pro essor
University o Pennsylvania
Department o Pathology and Laboratory Medicine
Director o General Chemistry and the Critical Care Laboratory
Hospital o the University o Pennsylvania
Philadelphia, Pennsylvania
Optical echniques; Immunochemical echniques
Noriko Kusukawa, Ph.D.
Director, New echnology Assessment and Licensing
ARUP Laboratories
Adjunct Associate Pro essor o Pathology
University o Utah School o Medicine
Salt Lake City, Utah
Nucleic Acid echniques and Applications; Genomes and Nucleic Acid
Variations
Edmund J. Lamb, Ph.D., F.R.C.Path.
Head, Department o Clinical Biochemistry
East Kent Hospitals
NHSFoundation rust
Canterbury, Kent, United Kingdom
KidneyFunction ests—Creatinine, Urea, and UricAcid;KidneyDisease
14. Contributors
x
Geralyn Lambert-Messerlian, Ph.D., F.A.C.B.
Pro essor
Department o Pathology and Laboratory Medicine
Alpert Medical School o Brown University
Director
Division o Medical Screening and Special esting
Women and In ants Hospital
Providence, Rhode Island
Pregnancy and Prenatal esting
James P. Landers, Ph.D.
Pro essor o Chemistry
Pro essor o Mechanical Engineering
University o Virginia
Associate Pro essor o Pathology
University o Virginia Health System
Charlottesville, Virginia
Electrophoresis
Loralie Langman, Ph.D., F.C.A.C.B., D.A.B.C.C.
(C.C., M.B., .C.), D.A.B.F. .
Director, oxicology and Drug Monitoring Laboratory
Department o Laboratory Medicine and Pathology
Mayo Clinic
Associate Pro essor o Laboratory Medicine and Pathology
Mayo Clinic College o Medicine
Rochester, Minnesota
Clinical oxicology
Vicky A. LeGrys, Ph.D., Dr.A., M. . (A.S.C.P.) C.L.S. (N.C.A.)
Pro essor
Division o Clinical Laboratory Science
School o Medicine
University o North Carolina at Chapel Hill
Chapel Hill, North Carolina
Electrolytes and Blood Gases
Kristian Linnet, M.D., Ph.D.
Pro essor, Chie , Section o Forensic Chemistry
Department o Forensic Medicine
Faculty o Health Sciences
University o Copenhagen
Copenhagen, Denmark
Selection and Analytical Evaluation of Methods—With Statistical
echniques
Stanley F. Lo, Ph.D., D.A.B.C.C., F.A.C.B.
Associate Pro essor o Pathology
Medical College o Wisconsin
Associate Director, Clinical Laboratories
Children’
s Hospital o Wisconsin
Milwaukee, Wisconsin
Principles of Basic echniques and Laboratory Safety
Y.M. Dennis Lo, M.A., D.M., D.Phil., F.R.C.P., F.R.C.Path., F.R.S.
Li Ks Shing Pro essor o Medicine
Pro essor o Chemical Pathology
Department o Chemical Pathology
T e Chinese University o Hong Kong
Prince o Wales Hospital
Hong Kong S.A.R., China
Principles of Molecular Biology
Nicola Longo, M.D., Ph.D., F.A.C.M.G.
Pro essor o Pediatrics and Pathology
Chie , Division o Medical Genetics
Department o Pediatrics, Medical Co-Director, ARUP Biochemical
Genetics Laboratory, University o Utah
Salt Lake City, Utah
Newborn Screening and Inborn Errors of Metabolism
Gwendolyn A. McMillin, Ph.D., D.A.B.C.C. (C.C., .C.)
Assistant Pro essor (Clinical) o Pathology
University o Utah School o Medicine
Medical Director, oxicology, race Elements, Pharmacogenomics
ARUP Laboratories
Salt Lake City, Utah
T erapeutic Drugs and T eir Management; Pharmacogenetics; Refer-
ence Information
Mark E. Meyerhof , Ph.D.
Philip J. Elving Pro essor o Chemistry
Department o Chemistry
T e University o Michigan
Ann Arbor, Michigan
Electrochemistry and Chemical Sensors
T omas P. Moyer, Ph.D.
Pro essor o Laboratory Medicine
Department o Laboratory Medicine & Pathology
Mayo College o Medicine
Mayo Clinic
Rochester, Minnesota
oxic Metals
Mauro Panteghini, M.D.
Pro essor o Clinical Biochemistry and Clinical Molecular Biology
Department o Biomedical and Clinical Sciences “Luigi Sacco”
University o Milan
Director, Clinical Pathology Laboratory
Ospedale “Luigi Sacco”
Milan, Italy
Enzyme and Rate Analyses; Serum Enzymes
Jason Y. Park, M.D., Ph.D., F.C.A.P.
Assistant Pro essor
Department o Pathology
University o exas Southwestern Medical Center
Director
Advanced Diagnostics Laboratory
Children’
s Medical Center
Dallas, exas
Optical echniques; Immunochemical echniques
Marzia Pasquali, Ph.D., F.A.C.M.G.
Pro essor o Pathology
University o Utah School o Medicine
Medical Director, Biochemical Genetics and Supplemental Newborn
Screening
ARUP Laboratories
Salt Lake City, Utah
Newborn Screening and Inborn Errors of Metabolism
15. Contributors xi
Christopher P. Price, Ph.D., F.R.S.C., F.R.C.Path.
Visiting Pro essor in Clinical Biochemistry
Department o Primary Care Health Sciences
University o Ox ord
Ox ord, United Kingdom
Evidence-Based Laboratory Medicine; Point-of-Care Instrumentation;
Kidney Function ests—Creatinine, Urea, and Uric Acid; Kidney
Disease
Alex J. Rai, Ph.D., D.A.B.C.C., F.A.C.B.
Director, Special Chemistry Laboratory New Y
ork Presbyterian
Hospital
Associate Pro essor o Pathology and Cell Biology
Chie Scientif c O cer, Center or Advanced Laboratory Medicine
Department o Pathology and Cell Biology
Columbia University Medical Center
New Y
ork, New Y
ork
umor Markers and Cancer Genes
Alan . Remaley, M.D., Ph.D.
Department o Laboratory Medicine
National Institutes o Health
Bethesda, Maryland
Lipids, Lipoproteins, Apolipoproteins, and Other Cardiac Risk Factors
Nader Ri ai, Ph.D.
T e Louis Joseph Gay-Lussac Chair in Laboratory Medicine
Director o Clinical Chemistry
Boston Children’
s Hospital
Pro essor o Pathology
Harvard Medical School
Boston, Massachusetts
Lipids, Lipoproteins, Apolipoproteins, and Other Cardiac Risk Factors
Juha Risteli, M.D, Ph.D., F.E.B.M.B.
Pro essor o Clinical Chemistry
Department o Clinical Chemistry
Institute o Diagnostics
University o Oulu
Oulu, Finland
Disorders of Bone and Mineral Metabolism
Leila Risteli, M.D., Ph.D., M.A., F.E.B.M.B.
Chie Physician
Northern Finland Laboratory Centre (NordLab)
Adjunct Pro essor o Medical Biochemistry
University o Oulu
Oulu, Finland
Adjunct Pro essor o Clinical Chemistry
University o ampere
ampere, Finland
Disorders of Bone and Mineral Metabolism
Norman B. Roberts, M.Sc., Ph.D., C.Chem.
Consultant Clinical Scientist
Department o Clinical Biochemistry
T e Royal Liverpool and Broadgreen University Hospitals
Honorary Reader, Clinical Chemistry
T e University o Liverpool
Liverpool, United Kingdom
Vitamins, race Elements, and Nutritional Assessment
Alan L. Rockwood, Ph.D., D.A.B.C.C.
Scientif c Director or Mass Spectrometry
ARUP Laboratories
Pro essor (Clinical) o Pathology
University o Utah School o Medicine
Salt Lake City, Utah
Mass Spectrometry
T omas G. Rosano, Ph.D., D.A.B.F. ., D.A.B.C.C.
Head o Clinical Laboratory Services
Director o Clinical Chemistry and Forensic oxicology
Albany Medical Center Hospital and College
Albany, New Y
ork
Catecholamines and Serotonin
Francois A. Rousseau, M.D., M.S., F.R.C.P.C.
Head, Department o Medical Biology
Faculty o Medicine
University o Laval
Quebec, Canada
Clinical Chemistry, Molecular Diagnostics, and Laboratory Medicine
David B. Sacks, M.D., Ch.B., F.R.C.Path.
Adjunct Pro essor
Department o Medicine
Division o Endocrinology and Metabolism
Georgetown University
Washington, D.C.
Carbohydrates; Diabetes
Desmond Schatz, M.D.
Pro essor and Associate Chairman
Department o Pediatrics
Division o Endocrinology
Medical Director, Diabetes Center
University o Florida
Gainesville, Florida
T yroid Disorders
Emily I. Schindler, M.D., Ph.D.
Resident Physician
Department o Pathology and Immunology
Barnes Jewish Hospital
St. Louis, Missouri
Electrolytes and Blood Gases; Physiology and Disorders of Water,
Electrolyte, and Acid-Base Metabolism
Mitchell G. Scott, Ph.D.
Pro essor o Pathology and Immunology
Co-Medical Director, Clinical Chemistry
Division o Laboratory and Genomic Medicine
Washington University School o Medicine
St. Louis, Missouri
Electrolytes and Blood Gases; Physiology and Disorders of Water,
Electrolyte, and Acid-Base Metabolism
Alan Shenkin, Ph.D., F.R.C.P., F.R.C.Path.
Emeritus Pro essor
Unit o Clinical Chemistry
School o Clinical Sciences
University o Liverpool
Liverpool, United Kingdom
Vitamins, race Elements, and Nutritional Assessment
16. Contributors
xii
Nicholas E. Sherman, Ph.D.
Research Associate Pro essor
Director o Mass Spectrometry
University o Virginia
Charlottesville, Virginia
Mass Spectrometry
Christine L.H. Snozek, Ph.D., D.A.B.C.C.
Assistant Pro essor
Mayo Clinic College o Medicine
Director o Chemistry, Collections/Processing, and Point-o -Care
esting
Department o Laboratory Medicine and Pathology
Mayo Clinic in Arizona
Scottsdale, Arizona
T erapeutic Drugs and T eir Management
Lori J. Sokoll, Ph.D., F.A.C.B.
Associate Pro essor o Pathology, Oncology, and Urology
Associate Director, Clinical Chemistry Division
Department o Pathology
Johns Hopkins Medical Institutions
Baltimore, Maryland
umor Markers and Cancer Genes
Andrew St. John, Ph.D.
ARC Consulting
Mt. Lawley Western Australia, Australia
Point-of-Care Instrumentation
G. Russell Warnick, M.S., M.B.A.
Executive Director
Foundation or Health In ormation and echnology
Chie Science O cer
Health Diagnostic Laboratory
Richmond, Virginia
Lipids, Lipoproteins, Apolipoproteins, and Other Cardiac Risk Factors
James O. Westgard, Ph.D.
Pro essor
Department o Pathology and Laboratory Medicine
University o Wisconsin Medical School
Madison, Wisconsin
Quality Management
Sharon D. Whatley, Ph.D.
Clinical Biochemist
Medical Biochemistry Department
University Hospital o Wales,
Cardi , United Kingdom
Porphyrins and Porphyrias
Ronald J. Whitley, Ph.D., F.A.C.B., D.A.B.C.C.
Pro essor
Department o Pathology and Laboratory Medicine
University o Kentucky
Director o Clinical Chemistry, oxicology, and Core Laboratories
University o Kentucky Medical Center College o Medicine
Lexington, Kentucky
Catecholamines and Serotonin
William E. Winter, M.D., D.A.B.C.C., F.A.C.B., F.C.A.P.
Pro essor
Departments o Pathology, Immunology & Laboratory Medicine,
Pediatrics, and Molecular Genetics & Microbiology
Principle Investigator, ype 1 Diabetes rialNet ICA Core
Laboratory
Director, UF Pathology Laboratories, Endocrine Autoantibody
Laboratory
University o Florida
Gainesville, Florida
Disorders of Bone and Mineral Metabolism; Disorders of the Pituitary;
Disorders of the Adrenal Cortex; T yroid Disorders
Carl . Wittwer, M.D., Ph.D.
Pro essor o Pathology
University o Utah School o Medicine
Salt Lake City, Utah
Nucleic Acid echniques and Applications; Genomes and Nucleic Acid
Variations
17. xiii
As a practitioner and instructor o clinical chemistry or over
20 years, I have observed many innovative changes in the
clinical laboratory, rom implementation o new analytical
techniques to dependence on laboratory in ormatics to the
inclusion o molecular testing and its unique practice stan-
dards. I have worked with the editors and publishers o Tietz
Fundamentals of Clinical Chemistry and Molecular Diagnostics
as consulting editor or three editions and have ollowed each
edition as they re ect the numerous advances in laboratory
science. In the area o education, such updates are crucial or
in orming students o what they should expect in their careers
as pro essional laboratorians or as other practitioners in health
care. As with previous editions, the seventh edition o Tietz
Fundamentals of Clinical Chemistry and Molecular Diagnostics
presents in ormation that today’
s clinical chemistry students
and practicing laboratorians must know to succeed in this dis-
cipline and in the contemporary world o pathology.
T e true purpose o education must go beyond providing
the knowledge necessary to be success ul in a particular eld.
It must also stimulate and encourage students to investigate
knowledge beyond that presented in the ormal classroom set-
ting.T e highlyregarded authors o the seventh edition o Tietz
Fundamentals of Clinical Chemistry and Molecular Diagnostics
excel at presenting essential knowledge. T eir updates and re-
visions o traditional topics and the addition o new chapters,
such as “Pharmacogenetics” and “Genomes and Nucleic Acid
Alterations,” provide interesting and indispensable material or
the active learner. o inspire students to seek in ormation be-
yond that provided in the various chapters, the seventh edition
provides end-o -chapter multiple-choice questions that en-
courage continued review and study. Updated websites within
each chapter of er urther sources o data to increase under-
standing o the subject matter. T ought-provoking gures that
illustrate chapter concepts and innovative algorithms that pro-
vide a unique way o examining diagnostic issues have been
added to this edition.
For both the educator and the student, improved and
testable objectives have been designed and related est Bank
questions have been added, revised, or modi ed. For the
laboratory science student, the pro essional laboratorian, and
the practicing pathologist, this textbook serves as an outstand-
ing resource or (1) the study o basic laboratory operations,
(2) understanding clinical chemistry analytes, and (3) com-
prehending undamental pathophysiology. T e last chapter
“Re erence In ormation or the Clinical Laboratory” provides
an excellent source o re erence intervals or analytes o clini-
cal relevance. As with previous editions o Tietz Fundamentals
of Clinical Chemistry and Molecular Diagnostics, this textbook
provides something o interest or anyone who is involved in
the eld o medical laboratory science.
It is a privilege and an honor to have been invited to take
part in the continuation o such a quality endeavor as this ex-
ceptional textbook. o observe and comment on its continued
growth and maturation is both rewarding and stimulating. I
nd it truly ul lling to know that students, educators, manag-
ers, and pathologists use this text as a primary resource in the
classroom, laboratory, and clinic or in ormation regardingthe
eld o clinical chemistry. Maintaining the highest standards
o quality while providing crucial contemporary in ormation
that is both concise and readable, this volume continues in the
tradition o excellence set by previous editions o Tietz Funda-
mentals of Clinical Chemistry and Molecular Diagnostics.
Barbara G. Sawyer, Ph.D., M.L.S.(A.S.C.P.)CM
,
M.B.(A.S.C.P.)CM
Professor, Clinical Laboratory Science/Molecular Pathology
Foreword
19. xv
As the discipline o clinical laboratory science and medi-
cine has evolved and expanded, each new edition o Tietz
Fundamentals of Clinical Chemistry has been revised to re ect
these changes. T e seventh edition o this series is no excep-
tion, as we have made signi cant revisions in its ormat and
content. First, re ecting the e ect that molecular diagnos-
tics has had and continues to have on the practice o clinical
chemistry and laboratory medicine, we have retitled the
seventh edition as Tietz Fundamentals of Clinical Chemistry
and Molecular Diagnostics. Consequently, chapters have been
added on the topic o molecular diagnostics and many o the
other updated chapters now include discussions o genetic
testing and descriptions o the genetic basis o diseases.
Second, 47 new authors along with 53 veterans rom the
sixth edition have joined our company o subject-matter
experts to revise and produce chapters that re ect the state-
o -the-art in their respective elds. Consequently, this new
edition covers many new topics and updates in ormation
on older ones. With these changes, the seventh edition now
contains 50 chapters that are grouped into sections entitled
(I) Principleso LaboratoryMedicine,(II) Analytical echniques
and Instrumentation, (III) Analytes, (IV) Pathophysiology, (V)
Molecular Diagnostics, and (VI) Re erence In ormation.
T ird, learning tools have been added or expanded. For ex-
ample, a set o objectives and a list o keyterms and de nitions
were included at the beginning o each chapter. (Note: in each
chapter key terms are listed in alphabetical order in a bold red
ont and again when each appears or the rst time in their
respective chapter.) At the end o each chapter, a list o review
questions has been added to assist students in the review o
the salient points covered in each chapter. At the end o the
book, we have combined the keywords and de nitions into
a Glossary. O note, many o these key words and de nitions
were obtained, in whole or in part, rom the 32nd edition o
Dorland’
s Illustrated Medical Dictionary, with permission
kindly granted by Elsevier.
As with the sixth edition, we have relied on in ormation
technology to prepare and produce the seventh edition. For
example, each chapter was submitted and edited via Elsevier’
s
“Electronic Manuscript Submission System.” In addition,
many o the gures, especially those that included chemi-
cal structures, were drawn or revised by Ed Ashwood using
ChemWindows sof ware. T is resulted in a uni orm represen-
tation o chemical structures and acilitated the integration o
gures within the text while reducing errors. Readers will note
that re erences to web-based sources o in ormation are ound
throughout the text.
o assist us in preparing the seventh edition, we again in-
vited Barbara G. Sawyer, Ph.D., to join our editorial team as an
educational consultant. Because o her experience with using
Fundamentalsas a teaching text and her perspective as an edu-
cator, Pro essor Sawyer’
s advice and assistance were again very
use ul to us as we produced the seventh edition.
We appreciate the opportunity provided us by Elsevier to
prepare the seventh edition o Tietz Fundamentals of Clinical
Chemistry. It has been an exciting, challenging, and educa-
tional experience. We trust that this edition will live up to the
reputation and success o its distinguished predecessors. We
have enjoyed working with the team o dedicated authors that
have spent many hours preparing comprehensive chapters
that are authoritative and timely. We thank them sincerely and
believe that they have enabled us to produce a textbook that is
re ective o the diverse, technical, and practical nature o the
current practice o clinical laboratory science and medicine.
We have also bene ted rom and enjoyed working with the
Elsevier sta , especially Sonya Seiga use, Executive Content
Strategist;Ellen Wurm-Cutter, Content Development Manager;
and Rachel E. McMullen and Andrea Campbell, Senior Project
Managers.T eir patience, cooperation,advice,and pro essional
dedication are grate ully acknowledged.
Finally, we thank our valued colleague Ed Ashwood or his
years o work as an editor o this book’
s predecessors. T e cur-
rent product continues to bene t rom his manycontributions.
Carl A. Burtis
David E. Bruns
Preface
21. xvii
P AR T I PRINCIPLES OF LABORATORY MEDICINE
1 Clinical Chemistry, Molecular Diagnostics, and
Laboratory Medicine, 1
David E. Bruns, M.D., François A. Rousseau, M.D., and
Carl A. Burtis, Ph.D.
Laboratory Medicine, 1
Clinical Chemistry and Laboratory Medicine, 2
Molecular Diagnostics, 3
Ethical Issues in Laboratory Medicine, 3
Review Questions, 5
2 Selection and Analytical Evaluation of Meth-
ods—With Statistical Techniques, 6
Kristian Linnet, M.D., Ph.D. and James C. Boyd, M.D.
Method Selection, 7
Basic Statistics, 8
Basic Concepts in Relation to Analytical
Methods, 11
Analytical Goals, 15
Method Comparison, 16
Monitoring Serial Results, 28
Traceability and Measurement Uncertainty, 28
So tware Packages, 30
Review Questions, 31
3 Clinical Evaluation of Methods, 33
Edward R. Ashwood, M.D. and David E. Bruns, M.D.
Sensitivity and Speci city, 33
Receiver Operating Characteristic Plots, 34
Probabilistic Reasoning, 35
Prevalence, 35
Predictive Values, 35
Odds Ratio, 36
Likelihood Ratio, 36
Bayes’ Theorem, 36
Combination Testing, 37
Methods o Assessing Diagnostic
Accuracy, 38
Review Questions, 38
4 Evidence-Based Laboratory Medicine, 40
Christopher P. Price, Ph.D., F.R.S.C., F.R.C.Path. Patrick
M.M. Bossuyt, Ph.D., and David E. Bruns, M.D.
Evidence-Based Medicine—What Is It?, 41
Evidence-Based Medicine and Laboratory
Medicine, 42
In ormation Needs in Evidence-Based
Laboratory Medicine, 43
Characterization o Diagnostic Accuracy Tests,
44
Outcomes Studies, 45
Systematic Reviews o Diagnostic Tests, 48
Economic Evaluations o Diagnostic
Testing, 50
Clinical Practice Guidelines, 53
Clinical Audit, 56
Applying the Principles o Evidence-Based
Laboratory Medicine in Routine Practice, 57
Review Questions, 58
5 Establishment and Use of Reference Values, 60
Gary L. Horowitz, M.D.
Establishment o Re erence Values, 61
Use o Re erence Values, 67
Review Questions, 70
6 Specimen Collection, Processing, and Other
Preanalytical Variables, 72
Doris M. Haverstick, Ph.D., D.A.B.C.C., and Amy R.
Groszbach, M.E.D., M.L. ., M.B.(A.S.C.P.)CM
Types o Specimens, 73
Handling o Specimens or Analysis, 81
Review Questions, 88
7 Quality Management, 90
George G. Klee, M.D., Ph.D. and JamesO. Westgard, Ph.D.
Fundamentals o Total Quality
Management, 91
Implementing TQM, 93
Personnel Competency and Training, 94
The Total Testing Process, 94
Control o Preanalytical Variables, 95
Control o Analytical Variables, 96
External Quality Assessment and Pro ciency
Testing Programs, 102
Contents
22. Contents
xviii
New Quality Initiatives, 103
Review Questions, 105
8 Principles of Basic Techniques and Laboratory
Safety, 107
Stanley F. Lo, Ph.D., D.A.B.C.C., F.A.C.B.
Concept o Solute and Solvent, 108
Units o Measurement, 109
Chemicals, 111
Re erence Materials, 112
Basic Techniques and Procedures, 113
Review Questions, 127
P A R T II ANALYTICAL TECHNIQUES
AND INSTRUMENTATION
9 Optical Techniques, 129
L.J. Kricka, D.Phil., F.A.C.B., C.Chem., F.R.S.C.,
F.R.C.Path. and Jason Y
. Park, M.D., Ph.D., F.C.A.P.
Photometry and Spectrophotometry, 131
Instrumentation, 133
Ref ectance Photometry, 138
Atomic Absorption Spectrophotometry, 138
Fluorometry, 139
Phosphorimetry, 146
Luminometry, 146
Nephelometry and Turbidimetry, 147
Review Questions, 149
10 Electrochemistry and Chemical Sensors, 151
Paul D’Orazio, Ph.D. and Mark E. Meyerhof , Ph.D.
Potentiometry, 152
Voltammetry/Amperometry, 158
Conductometry, 162
Coulometry, 163
Optical Chemical Sensors, 163
Biosensors, 164
Review Questions, 169
11 Electrophoresis, 171
Lindsay A.L. Bazydlo, Ph.D. and James P. Landers, Ph.D.
Basic Concepts and De nitions, 172
Theory o Electrophoresis, 172
Description o Technique, 172
Types o Electrophoresis, 175
Technical Considerations, 180
Review Questions, 181
12 Chromatography, 183
Glen L. Hortin, M.D., Ph.D. and Carl A. Burtis, Ph.D.
Basic Concepts, 184
Separation Mechanisms, 187
Planar Chromatography, 189
Column Chromatography, 190
Qualitative and Quantitative Analyses, 198
Review Questions, 200
13 Mass Spectrometry, 202
Alan L. Rockwood, Ph.D., D.A.B.C.C., T omas M.
Annesley, Ph.D., and Nicholas E. Sherman, Ph.D.
Basic Concepts and De nitions, 203
Instrumentation, 205
Clinical Applications, 213
Review Questions, 214
14 Enzyme and Rate Analyses, 216
Renze Bais, Ph.D., F.F.Sc. (R.C.P.A.) and Mauro Pan-
teghini, M.D.
Basic Principles, 217
Enzyme Kinetics, 223
Analytical Enzymology, 229
Review Questions, 234
15 Immunochemical Techniques, 236
L.J. Kricka, D.Phil., F.A.C.B., C.Chem., F.R.S.C.,
F.R.C.Path. and J.Y
. Park, M.D., Ph.D., F.C.A.P.
Basic Concepts and De nitions, 237
Antigen-Antibody Binding, 238
Qualitative Methods, 240
Quantitative Methods, 242
Other Immunochemical Techniques, 252
Review Questions, 252
16 Automation, 254
James C. Boyd, M.D. and Charles D. Hawker, Ph.D.,
M.B.A., F.A.C.B.
Basic Concepts, 255
Automation o Analytical Processes, 255
Integrated Automation or the Clinical Labora-
tory, 263
Practical Considerations, 267
Other Areas o Automation, 269
Review Questions, 270
17 Point-of-Care Instrumentation, 272
Christopher P. Price, Ph.D., F.R.S.C., F.R.C.Path. and
Andrew St. John, Ph.D., F.F.Sc. (R.C.P.A.)
Analytical and Technological Considerations,
273
Implementation and Management Consider-
ations, 280
Review Questions, 284
P A R T III ANALYTES
18 Amino Acids, Peptides, and Proteins, 286
Glen L. Hortin, M.D., Ph.D.
Amino Acids, 287
Peptides and Proteins, 292
Analysis o Proteins, 293
Plasma and Serum Proteins, 299
Review Questions, 317
23. Contents xix
19 Serum Enzymes, 318
Mauro Panteghini, M.D. and Renze Bais, Ph.D., F.F.Sc.
(R.C.P.A.)
Basic Concepts, 319
Muscle Enzymes, 319
Liver Enzymes, 322
Pancreatic Enzymes, 328
Other Clinically Important Enzymes, 331
Enzymes as Cardiovascular Risk Markers, 334
Review Questions, 335
20 Tumor Markers and Cancer Genes, 337
Lori J. Sokoll, Ph.D., F.A.C.B., Alex J. Rai, Ph.D.,
D.A.B.C.C., F.A.C.B., and Daniel W. Chan, Ph.D.,
D.A.B.C.C., F.A.C.B.
Cancer, 339
Clinical Applications, 339
Evaluating Clinical Utility, 341
Clinical Guidelines, 342
Analytical Methods, 342
Enzymes, 342
Hormones, 347
Onco etal Antigens, 349
Cytokeratins, 351
Carbohydrate Markers, 352
Blood Group Antigens, 354
Proteins, 355
Receptors, 357
Circulating Tumor, 358
Genetic and Molecular Markers, 358
Other Molecular Tests, 362
Microarray-Based Markers, 362
Review Questions, 363
21 Kidney Function Tests—Creatinine, Urea, and
Uric Acid, 364
Edmund J. Lamb, Ph.D., F.R.C.Path. and Christopher P.
Price, Ph.D., F.R.C.Path.
Creatinine, 365
Urea, 368
Uric Acid, 370
Review Questions, 374
22 Carbohydrates, 376
David B. Sacks, M.D., Ch.B., F.R.C.Path.
Chemistry o Carbohydrates, 377
Biochemistry and Physiology, 379
Analytical Methodology, 382
Review Questions, 387
23 Lipids, Lipoproteins, Apolipoproteins, and Other
Cardiac Risk Factors, 388
Alan . Remaley, M.D., Ph.D., Nader Ri ai, Ph.D., and
G. Russell Warnick, M.S., M.B.A.
Basic Lipids, 389
Lipoproteins, 397
Apolipoproteins, 399
Metabolism o Lipoproteins, 399
Clinical Signi cance, 401
Analysis o Lipids, Lipoproteins, and Apolipo-
proteins, 407
Advanced Testing or Risk o Cardiovascular
Disease, 409
Review Questions, 410
24 Electrolytes and Blood Gases, 412
Mitchell G. Scott, Ph.D., Vicky A. LeGrys, Ph.D., Dr.A.,
M. .(A.S.C.P.), C.L.S.(N.C.A.), and Emily I. Schindler,
M.D., Ph.D.
Electrolytes, 413
Principles o Osmotic Pressure and Osmosis,
420
Blood Gases and pH, 421
Review Questions, 428
25 Hormones, 430
Michael Kleerekoper, M.D., F.A.C.B., F.A.C.P., M.A.C.E.
Classi cation, 431
Release and Action o Hormones, 435
Role o Hormone Receptors, 436
Postreceptor Actions o Hormones, 437
Measurements o Hormones and Related Ana-
lytes, 439
Review Questions, 441
26 Catecholamines and Serotonin, 442
Graeme Eisenho er, Ph.D., T omas G. Rosano, Ph.D.,
D.A.B.F. ., D.A.B.C.C., and Ronald J. Whitley, Ph.D.,
F.A.C.B., D.A.B.C.C.
Chemistry, Biosynthesis, Release, and Me-
tabolism, 444
Physiology o Catecholamine and Serotonin
Systems, 446
Clinical Applications, 449
Analytical Methodology, 453
Review Questions, 458
27 Vitamins, Trace Elements, and Nutritional As-
sessment, 459
Alan Shenkin, Ph.D., F.R.C.P., F.R.C.Path. and Norman
B. Roberts, M.Sc., Ph.D., C.Chem.
Vitamins, 461
Trace Elements, 482
Review Questions, 498
28 Hemoglobin, Iron, and Bilirubin, 499
re or Higgins, M.Sc., F.C.A.C.B., John H. Eck eldt, M.D.,
Ph.D., James C. Barton, M.D., and Basil . Doumas,
Ph.D.
Hemoglobin, 501
Iron, 508
Bilirubin, 513
Review Questions, 519
24. Contents
xx
29 Porphyrins and Porphyrias, 522
Michael N. Badminton, M.B.Ch.B., Ph.D., F.R.C.Path.,
Sharon D. Whatley, Ph.D., Allan C. Deacon, Ph.D.,
F.R.C.Path., and George H. Elder, M.D., F.R.C.P.,
F.R.C.Path.
Porphyrin and Heme Chemistry, 523
Primary Porphyrin Disorders, 527
Abnormalities o Porphyrin Metabolism not
Caused by Porphyria, 529
Laboratory Diagnosis o Porphyria, 530
Analytical Methods, 533
Review Questions, 534
30 Therapeutic Drugs and Their Management, 536
Christine L.H. Snozek, Ph.D., D.A.B.C.C. and Gwendo-
lyn A. McMillin, Ph.D., D.A.B.C.C.(C.C., .C.)
Basic Concepts, 537
Clinical and Analytical Considerations, 543
Speci c Drug Groups, 545
Review Questions, 558
31 Clinical Toxicology, 559
Loralie Langman, Ph.D., F.C.A.C.B., D.A.B.C.C.(C.C.,
M.B., .C.), D.A.B.F. ., Laura K. Bechtel, Ph.D.,
D.A.B.C.C., and Christopher P. Holstege, M.D.
Basic In ormation, 561
Screening Procedures or Detection
o Drugs, 562
Pharmacology and Analysis o Speci c Drugs
and Toxic Agents, 564
Agents That Cause Cellular Hypoxia, 565
Alcohols, 566
Analgesics (Nonprescription), 569
Agents Related to Anticholinergic
Toxidrome, 570
Agents Related to Cholinergic Toxidrome, 572
Drugs o Abuse, 574
Drugs Used in Sexual Assault, 586
Review Questions, 590
32 Toxic Metals, 592
T omas P. Moyer, Ph.D.
Assessment o Metal Poisoning, 593
Speci c Metals, 594
Review Questions, 606
PART IV PATHOPHYSIOLOGY
33 Diabetes, 608
David B. Sacks, M.B., Ch.B., F.R.C.Path.
Classi cation, 610
Hormones that Regulate Blood Glucose
Concentration, 611
Measurement o Insulin, Proinsulin,
C-Peptide, and Glucagon, 614
Pathogenesis o Type 1 Diabetes Mellitus, 616
Pathogenesis o Type 2 Diabetes Mellitus, 617
Diagnosis o Diabetes, 618
Chronic Complications o Diabetes Mellitus,
620
Role o the Clinical Laboratory in Diabetes
Mellitus, 620
Sel -Monitoring o Blood Glucose, 621
Alternatives to Meters or Monitoring o Blood
Glucose, 623
Ketone Bodies, 623
Glycated Proteins, 625
Urinary Albumin Excretion, 629
Review Questions, 630
34 Cardiovascular Disease, 632
Fred S. Apple, Ph.D., Jens Peter Goetze, M.D., D.M.Sc.,
and Allan S. Jaf e, M.D.
Anatomy and Physiology o the Heart, 633
Cardiac Disease, 635
Cardiac Biomarkers, 638
Review Questions, 649
35 Kidney Disease, 651
Michael P. Delaney, B.Sc., M.D., F.R.C.P., Christopher P.
Price, Ph.D., F.R.S.C., F.R.C.Path. and Edmund J. Lamb,
Ph.D., F.R.C.Path.
Anatomy, 653
Kidney Function, 655
Kidney Physiology, 658
Pathophysiology o Kidney Disease, 663
Other Diseases o the Kidney, 671
Renal Replacement Therapy, 675
Review Questions, 678
36 Physiology and Disorders of Water, Electrolyte,
and Acid-Base Metabolism, 680
Emily I. Schindler, M.D., Ph.D. and Mitchell G. Scott,
Ph.D.
Total Body Water—Volume and Distribution,
681
Electrolytes, 682
Acid-Base Physiology, 688
Conditions Associated with Abnormal
Acid-Base Status and Abnormal Electrolyte
Composition o the Blood, 692
Review Questions, 698
37 Liver Disease, 700
D. Robert Du our, M.D.
Anatomy o the Liver, 702
Biochemical Functions o the Liver, 704
Clinical Mani estations o Liver Disease, 707
Diseases o the Liver, 710
Diagnostic Strategy, 720
Review Questions, 722
25. Contents xxi
38 Gastrointestinal and Pancreatic Diseases, 724
Peter G. Hill, Ph.D., F.R.C.Path.
Anatomy, 725
The Digestive Process, 726
Gastrointestinal Regulatory Peptides, 728
Stomach, Intestinal, and Pancreatic Diseases
and Disorders, 730
Review Questions, 740
39 Disorders of Bone and Mineral Metabolism, 741
Juha Risteli, M.D., Ph.D., F.E.B.M.B., William E.
Winter, M.D., D.A.B.C.C., F.A.C.B., F.C.A.P., Michael
Kleerekoper, M.D., F.A.C.B., F.A.C.P., M.A.C.E., and
Leila Risteli, M.D., Ph.D., M.A., F.E.B.M.B.
Overview o Bone and Mineral Metabolism, 743
Calcium, 744
Phosphate, 749
Magnesium, 751
Hormones Regulating Mineral Metabolism, 753
Integrated Control o Mineral Metabolism, 760
Biochemical Markers o Bone Turnover, 761
Metabolic Bone Diseases, 765
Review Questions, 767
40 Disorders of the Pituitary, 769
Ishwarlal Jialal, M.D., Ph.D., F.R.C.Path.(London),
D.A.B.C.C., William E. Winter, M.D., D.A.B.C.C.,
F.A.C.B., F.C.A.P., and Roger L. Berthol , Ph.D.
Hypothalamic Regulation, 772
Hormones o the Adenohypophysis, 772
Hormones o the Neurohypophysis, 779
Assessment o Anterior Pituitary Lobe Reserve,
782
Review Questions, 783
41 Disorders of the Adrenal Cortex, 785
Roger L. Berthol , Ph.D., Ishwarlal Jialal, M.D., Ph.D.,
F.R.C.Path.(London), D.A.B.C.C., and William E. Winter,
M.D., D.A.B.C.C., F.A.C.B., F.C.A.P.
General Steroid Chemistry, 786
Adrenocortical Steroids, 788
Dynamic Tests o Adrenal Function, 793
Disorders o the Adrenal Cortex, 795
Laboratory Evaluation o Adrenocortical
Function, 800
Review Questions, 805
42 Thyroid Disorders, 806
William E. Winter, M.D., D.A.B.C.C., F.A.C.B., F.C.A.P.,
Desmond Schatz, M.D., and Roger L. Berthol , Ph.D.
Thyroid Hormones, 808
Thyroid Disorders, 812
Analytical Methodology, 818
Review Questions, 822
43 Reproduction-Related Disorders, 824
Mari L. DeMarco, Ph.D. and Ann M. Gronowski, Ph.D.
Male Reproductive Biology, 826
Female Reproductive Biology, 830
In ertility, 841
Analytical Methodology, 843
Review Questions, 846
44 Pregnancy and Prenatal Testing, 848
David G. Grenache, Ph.D., M. . (A.S.C.P.), D.A.B.C.C.,
F.A.C.B. and Geralyn Lambert-Messerlian, Ph.D.,
F.A.C.B.
Human Pregnancy, 850
Maternal Adaptation, 853
Functional Development o the Fetus, 854
Maternal and Fetal Health Assessment, 855
Complications o Pregnancy, 856
Prenatal Screening or Fetal De ects, 859
Analytical Methodology, 863
Review Questions, 868
45 Newborn Screening and Inborn Errors
of Metabolism, 870
Marzia Pasquali, Ph.D., F.A.C.M.G. and Nicola Longo,
M.D., Ph.D., F.A.C.M.G.
Inheritance Pattern o Metabolic Disorders,
872
Newborn Screening, 872
Inborn Errors o Metabolism, 873
Diagnostic Tests or Inherited Disorders o
Metabolism, 882
Review Questions, 883
46 Pharmacogenetics, 885
Gwendolyn A. McMillin, Ph.D., D.A.B.C.C. (C.C., .C.)
De ning Pharmacogenetic Targets, 887
Approaches to Pharmacogenetic Testing, 887
Clinical Applications o Pharmacogenetic Test-
ing, 888
Drug Metabolism and Pharmacogenomics, 889
Review Questions, 897
P A R T V MOLECULAR DIAGNOSTICS
47 Principles of Molecular Biology, 899
Y
. M. Dennis Lo, M.A., D.M., D.Phil., F.R.C.P.,
F.R.C.Path., F.R.S. and Rossa W. K. Chiu, M.B.B.S.,
Ph.D., F.R.C.P.A., F.H.K.A.M. (Pathology)
Landmark Developments in Genetics and
Molecular Diagnostics, 901
The Essentials, 902
Nucleic Acid Structure and Organization, 902
Nucleic Acid Physiology and Functional Regu-
lation, 906
Genetics and Epigenetics, 909
Beyond the Nuclear Genome, 911
Understanding Our Genome, 912
Review Questions, 913
26. Contents
xxii
48 Nucleic Acid Techniques and Applications, 915
Carl . Wittwer, M.D., Ph.D. and Noriko Kusukawa,
Ph.D.
Nucleic Acid Enzymes, 918
Ampli cation Techniques, 919
Detection Techniques, 924
Discrimination Techniques, 924
Review Questions, 944
49 Genomes and Nucleic Acid Variations, 946
Carl . Wittwer, M.D., Ph.D. and Noriko Kusukawa,
Ph.D.
Genomes and Nucleic Acid Variations, 947
Review Questions, 960
P A R T VI REFERENCE INFORMATION
50 Reference Information for the Clinical Labora-
tory, 951
Gwendolyn A. McMillin, Ph.D., D.A.B.C.C. (C.C., .C.),
Carl A. Burtis, Ph.D., and David E. Bruns, M.D.
Re erence Intervals and Values, 952
Therapeutic and Toxic Levels o Drugs, 982
Critical Values, 993
27. 1
P A R T I
Principles of Laboratory Medicine
C H A P TE R
1
Clinical Chemistry, Molecular
Diagnostics, and Laboratory Medicine
David E. Bruns, M.D., Francois A. Rousseau, M.D., and Carl A. Burtis, Ph.D.
Ob je c tive s
1. De ne the ollowing terms:
Core laboratory Molecular diagnostics
Ethics Pharmacogenetics
Laboratorymedicine
2. List and explain sixreasons or per orming a laboratorytest.
3. Describe the eld o laboratory medicine, including subdisci-
plines, in ormation handling, and ethical issues.
4. State the contribution o epidemiology to the eld o clinical
chemistry.
5. State the applications o molecular diagnostics in laboratory
medicine.
6. List and explain ve ethical issues that con ront laboratorians;
state the criticalimportance o maintaining con dentialityin the
laboratory.
7. Evaluate a possible con dentiality or confict o interest issue
and determine whether it is an ethics violation.
Ke y Wo rd s a n d De fin itio n s
Core laboratory Alaboratory that provides all o the high-volume
and emergencytesting in manyhospitals.
Ethics Rules or standards governing the conduct o an individual
or the members o a pro ession.
Laboratory medicine Acomponent o laboratory science that is
involved in the selection, provision, and interpretation o diag-
nostic testing o individual specimens.
Laboratory testing A process conducted in a clinical laboratory
to rule in or rule out a diagnosis, to select and monitor disease
treatment, to provide a prognosis, to screen or a disease, or to
determine the severityo andmonitora physiologicaldisturbance.
Molecular diagnostics U
se o molecular biologytechniques or the
purposes o prevention, diagnosis, and ollow-up or prognosis o
disease;andselection,optimization,andmonitoringo therapies.
In this chapter, we begin with a general discussion to intro-
duce the eld o laboratory medicine and the disciplines o
clinical chemistry (or clinical biochemistry) and molecular
diagnostics. T is will include a discussion o the meaning o
the term laboratory medicine and the relationships among
(1) clinical chemistry, (2) molecular diagnostics, (3) labora-
tory medicine, and (4) evidence-based laboratory medicine.
T e concepts introduced in this chapter are developed in the
remaining chapters o this book.
T e chapter concludes with a discussion on the ethical
issues that clinical chemists/biochemists ace in the practice
o their pro ession and issues that they will ace in the uture.
Laboratory Medicine
T e term laboratorymedicine re ers to the discipline involved
in the (1) selection, (2) provision, and (3) interpretation o
diagnostic testing that uses primarily samples rom patients.
T is discipline includes (1) research, (2) administration,
(3) teaching activities, and (4) clinical service. esting in labo-
ratory medicine may be directed at (1) con rming a clinical
suspicion,which mayinclude making,or rulingin,a diagnosis,
(2) excluding, or ruling out, a diagnosis, (3) assisting in selec-
tion, optimization, and monitoring o treatment, (4) providing
a prognosis, (5) screening or disease in the absence o clinical
28. PART I Principles of Laboratory Medicine
2
signs or symptoms, and (6) establishing and monitoring the
severity o a physiological disturbance (Box 1-1).
T e eld o laboratory medicine includes clinical chem-
istry and its traditional subdisciplines (including toxicology
and drug monitoring, endocrine and organ unction test-
ing, and “biochemical” and “molecular” genetics) and areas
such as microbiology, hematology, hemostasis and throm-
bosis, blood banking (trans usion medicine), immunology,
and identity testing (Box 1-2). In some parts o the world,
laboratory medicine also encompasses cytology and anatomic
pathology (histopathology). In recent years, molecular diag-
nostics has become an increasingly important part o all o the
specialties o laboratory medicine. In ormation management
and interpretation (including laboratory in ormatics) are key
aspects o the laboratory medicine service, as are activities
concerned with maintaining quality, such as (1) quality con-
trol, (2) pro ciency testing, (3) audit, (4) benchmarking, and
(5) clinical governance. Closer links with patients are increas-
ingly attained through the use o telemedicine and tele-health-
care, which includes acets o laboratory medicine such as
(1) analytical testing, (2) the use o clinical decision support
systems, and (3) in ormatics.
Clinical Chemistry and Laboratory Medicine
T e ties between clinical chemistry and other areas o labora-
tory medicine have deep roots. Individuals working primar-
ily in the area o clinical chemistry/biochemistry have devel-
oped tools and methods that have become part o the abric o
laboratory medicine beyond the clinical chemistry laboratory.
Examples include (1) the theory and practice o re erence in-
tervals (see Chapter 5), (2) the use o both (internal) quality
control and pro ciency testing (see Chapter 7), (3) the intro-
duction o automation into the clinical laboratory (see Chapter
16), and (4) concepts o diagnostic testing (see Chapters 3 and
4). From physician and patient perspectives, no distinction is
evident among these specialties, and invariably the repertoire
o more than one specialty will be called upon when a clini-
cal decision is made. Examples o clinical scenarios that require
tests rom multiple laboratory areas include the diagnosis and
management o many diseases and the management o patients
in intensive care (see Chapters 33 through 45).
Boundaries between and among the parts o the clini-
cal laboratory have become more blurred with increasing
emphasis on the use o chemical and “molecular” (nucleic
acid) testing. Molecular diagnostic testing has evolved beyond
human genetic testing—an area in which clinical chemists
have long been active. Now, clinical chemists in “molecular”
laboratories contribute their expertise in laboratory medicine
to in ectious disease testing, cancer diagnostics, and identity
testing—activities that ormerly were associated primarily or
solely with, respectively, clinical microbiology, hematology,
and blood bank laboratories. Success ul contributions by clin-
ical chemists to these areas require an understanding o the
principles o laboratory medicine and close collaboration with
clinical microbiologists, hematologists, and others who have
specialized expertise in those areas o laboratory medicine.
T e relationship between the clinical chemist and labora-
tory medicine has evolved urther with the advent o “core”
laboratories. T ese laboratories provide all o the high-
volume and emergency testing in many hospitals. T eir e -
cient and reliable operation depends on automation (see
Chapter 16), computers, and high levels o quality control and
quality management (see Chapter 7). Clinical chemists, who
have long been active in these areas, have assumed increasing
responsibility in core laboratories and thus have become more
involved in areas such as hematology, coagulation, urinalysis,
and even microbiology. T us a new type o “clinical chem-
ist” has emerged, and again the unctions require a broader
knowledge o laboratory medicine and greater collaboration
with other specialists.
A virtual merger o clinical chemistryand laboratorymedi-
cine has been suggested in many ways. For example, journals
in the eld o clinical chemistry publish articles in all o the
areaso laboratorymedicine.T ecurrent logo o the American
Association or Clinical Chemistry reads, “
AACC—Improving
Healthcare through Laboratory Medicine.” Moreover, the
BOX 1-1 Uses of Testing in the Clinical Laboratory
• Con rminga clinicalsuspicion(whichcouldinclude makinga diagnosis)
• Excluding a diagnosis
• A
ssisting in selection, optimization, and monitoring o treatment
• Providing a prognosis
• Screening or disease in the absence o clinical signs or symptoms
• Establishing and monitoring the severityo a physiologicaldisturbance
BOX 1-2 Disciplines of the Modern-Day Clinical
Laboratory
• BiochemicalGenetics
• Cancer Diagnostics
• ClinicalChemistry/Biochemistry
• ClinicalHematology
• ClinicalImmunology
• Cytogenetics
• Drug M
onitoring
• EndocrinologyT
esting
• Hemostasis/Thrombosis (Coagulation)T
esting
• IdentityT
esting
• In ectious Disease T
esting
• In ormationT
echnology
• LaboratoryM
anagement
• M
icrobiology
• M
olecular Cytogenetics
• M
olecular Diagnostics
• Nutrition
• Organ T
ransplantation
• Organ Function T
esting
• Pharmacogenetics
• Proteomics
• QualityM
anagement
• T
oxicology
• T
race Elements
• T
rans usion M
edicine (Blood Banking)
29. CHAPTER 1 Clinical Chemistry, Molecular Diagnostics, and Laboratory Medicine 3
International Federation o Clinical Chemistry Societies is
now called the International Federation o Clinical Chemistry
and Laboratory Medicine (IFCC). Being active in the eld
o laboratory medicine today requires, more o en than not,
amiliarity with core concepts in several i not all o the sub-
disciplines o the eld.
During the past two decades, the eld o clinical chemistry
has been pro oundly in uenced by new activities in the elds
o clinical epidemiology and evidence-based medicine (see
Chapter 4). Clinical epidemiologists have developed study
designs to quanti y the diagnostic accuracy (as opposed to
analytical accuracy) o tests developed in laboratory medicine
(see Chapter 3). Moreover, they have introduced methods
that are used to evaluate the ef ects and value o laboratory
testing in healthcare (see Chapter 2). T ese developments are
expected to play an increasing role in the selection and inter-
pretation o tests. T us Chapter 4 o this book is devoted to
evidence-based laboratory medicine.
Molecular Diagnostics
Molecular diagnostics is de ned as the use o the techniques
o molecular biology or the purpose o prevention, diagnosis,
ollow-up, or prognosis o disease. Molecular diagnostics has
impacted all elds o laboratory medicine and has delivered
several new diagnostic tools o proven clinical utility. A er the
discovery o DNA as the repository o genetic in ormation in
the 1950s, the development o molecular biology methods to
studyDNAand RNA in the 1970s and 1980s, and the invention
o the polymerase chain reaction (PCR) in 1985, analysis o
nucleic acids and molecular biology methods have been used
to decipher many biological processes o the living cell (see
Chapters 46 to 49) in normal and disease states. T ese dis-
coveries naturally led to the development o the discipline o
molecular diagnostics, which entered the realm o laboratory
medicine in multiple orms and in multiple elds. Molecular
diagnostics has been applied to the study o the constitutive
genome (e.g., inherited diseases, histocompatibility, identity
assessment, pharmacogenetics; see Chapter 46) and to the
study o acquired states (e.g., in ectious diseases, gra ing, and
pregnancy). Molecular diagnostic methods can be qualitative
or quantitative in nature, depending on the clinical need.
T e eld o molecular diagnostics is characterized by very
rapidly evolving technology (as the result o massive invest-
ments in the human genome project and endeavors that ol-
lowed), as well as by a rapidly increasing variety o potential
clinical applications. O note, the advent o massively parallel
nucleic acid sequencing is opening a wide spectrum o poten-
tial new diagnostic applications, where tens to hundreds o
millions o dif erent molecules are characterized and quanti-
ed in a single experiment and supported by high throughput
clinical bioin ormatic data analyses. Chapters 47, 48, and 49
provide an overview, respectively, o the Principles o Molecu-
lar Biology, Nucleic Acid echniques and Applications, and
Genome and Nucleic Acid Alterations.
One eld in which molecular diagnostics has made a signi -
icant impact is the studyo hematopoietic malignancies such as
malignant lymphomas and leukemias. Easy access to malig-
nant cells through a blood or bone marrow sample allowed the
development o molecular biomarkers to re ne the diagnosis
o such tumors. T ese include genetic rearrangements that
are speci c to certain types o malignancies and are associ-
ated with the aggressiveness and prognosis o the malignancy
and, hence, are use ul tools or orienting treatment. Further,
once the molecular signature o the patient’
s tumor has been
identi ed, quantitative assays allow monitoring o response to
therapy and aid in detection o residual disease in the event o
a relapse and con rmation o durable remissions.
Pharmacogenetics (see Chapter 46), or the study o varia-
tion in drug metabolism between individuals, has been a eld
o intensive work and increasing interest because studying the
genomic DNA rom a patient is simpler than measuring the
activity o enzymes in tissues that are not easily accessible but
are involved in drug activation and metabolism.
Apart rom the studyo tissues and nucleated cells, molecu-
lar diagnostics has been applied to the study o plasma nucleic
acids (or circulating nucleic acids; see Chapter 47). Plasma
nucleic acid analysis has been made possible by the discovery
that cells in the body release DNA and RNA into the extra-
cellular compartment and ultimately into the bloodstream,
where they can be detected and analyzed. Because o their
short hal -li e in the circulation (less than 24 hours), plasma
nucleic acids provide a measure o processes that are ongo-
ing at the time o blood sampling. Such processes include the
presence o nucleic acids rom abnormal tissue (tumor nucleic
acids) or the existence o nonhost nucleic acids (microor-
ganisms, gra –donor, and the etus during pregnancy). It is
expected that molecular diagnostic analysis o plasma nucleic
acids will enter routine clinical practice or various indications
with the appearance o a high-quality evidence base or their
clinical utility.
Ethical Issues in Laboratory Medicine
As in other branches o medicine, practitioners in laboratory
medicine are aced with ethical issues, o en on a dailybasis;ex-
amples are listed in Box 1-3. T e de nition o ethics varies, but
in this chapter, the ollowing de nition is relevant: “T e rules
or standards governing the conduct o an individual or the
members o a pro ession (e.g., laboratory medicine).” Speci c
ethical issues that pertain to the practice o laboratory medi-
cine include but are not limited to (1) con dentiality o genetic
in ormation and patient medical in ormation, (2) allocation
BOX 1-3 Ethical Issues in Clinical Chemistry
and Molecular Diagnostics
• Con dentialityo genetic in ormation
• Con dentialityo patient medicalin ormation
• A
llocation o resources
• Codes o conduct
• Publishing issues
• Confict o interest
30. PART I Principles of Laboratory Medicine
4
o healthcare resources, (3) codes o conduct, (4) publishing
issues, and (5) con ict o interest.
Con dentiality o Genetic In ormation
Prominent in the news in the rst and second decades o this
millennium has been the issue o con dentiality o genetic
in ormation. Legislation was considered necessary to prevent
denial o health insurance or employment to people ound by
DNA testing to be at risk o disease. Less appreciated is the act
that the issue o con dentiality o clinical laboratory data pre-
dated DNA testing. In act, manynon-DNA tests, old and new,
also carry in ormation about risks o illness and death. Clini-
cal laboratorians have long been responsible or maintaining
the con dentiality o all laboratory results—a situation made
even more critical with the advent o increasingly power ul
genetic testing.
Con dentiality o Patient Medical In ormation
Because new medical tests are constantly needed, laboratory
physicians and scientists spend a great deal o time and ef ort
developing new diagnostic tests or evaluating them or use in
a speci c setting. T is process requires use o patient samples
and may involve use o patient medical in ormation.3 Ethical
judgments are required regarding the type o in ormed con-
sent that is needed rom patients or use o their samples and
clinical in ormation. Clinical laboratory physicians and scien-
tists o en serve on institutional review boards that examine
proposed research on human subjects. In these discussions,
ethical concepts such as equipoise and con dentiality are
central to decision making.
Allocation o Healthcare Resources
Because resources are nite,clinicallaboratorians must make
ethically responsible decisions about allocation o resources
in the clinical laboratory and beyond. When a trade-of
exists between cost and quality (o testing reagents or analyz-
ers, or example), ethical issues may need to be considered:
What is best or patients generally? How can the most good
be done with the available resources?
Busines s Ethics
For laboratorians in business, the newly appreciated area o
business ethics comes into play. One example, recently epito-
mized by scandals associated with names such as Madof and
Enron, involves the area o accounting—a human endeavor
that in the public mind had not been much associated with
concerns about ethics.
Codes o Conduct
Most pro essional organizations publish a Code o Conduct
that requires adherence by their members. For example, the
American Association or ClinicalChemistry(AACC)haspub-
lished Ethical Guidelines (http://www.aacc.org/about/ethics/
Pages/de ault.aspx#; accessed June 26, 2013) that require
AACC members to endorse principles o ethical conduct in
their pro essional activities, including (1) selection and per-
ormance o clinical procedures, (2) research and development,
(3) teaching, (4) management, (5) administration, and (6) oth-
er orms o pro essional service.
Publishing Iss ues
Publication o documents having high scienti c integrity de-
pends on authors, editors, and reviewers all working in con-
cert in an environment governed by high ethical standards.2
Authors are responsible or honest and complete report-
ing o original data produced in ethically conducted research
studies. Practices such as raud, plagiarism, and alsi cation or
abrication o data are unacceptable! T e International Com-
mittee o Medical Journal Editors (ICMJE)7 and the Commit-
tee on Publication Ethics (COPE)5 have published policies that
address such behavior. Other practices to be avoided include
redundant publication, and inappropriate credit or author-
ship; in addition, ethical policies require that actors that
might in uence the interpretation o a study must be revealed.
Most journals now have con ict o interest policies or both
authors and journal editors. For example, Clinical Chemistry
requires that authors complete a ull disclosure orm upon
manuscript submission. Annually, the Editor and Associate
Editors are also required to complete such a orm (http://www.
clinchem.org/;accessed June 26, 2013).
Conf ict o Interes t
Concern has been raised over the interrelationships between
practitioners in the medical eld and commercial suppliers
o drugs, devices, equipment, etc., to the medical pro ession.8
T ese concerns led the National Institutes o Health (NIH) in
1995 to require o cial institutional review o nancial disclo-
sure by researchers and management o situations in which
disclosure indicates potential con ict o interest and/or con ict
o ef ort in research. In 2009, the Institute o Medicine (IOM)
issued a report6 that questioned inappropriate relationships
between pharmaceutical and device companies and physicians
and other healthcare pro essionals.8 Similarly, the relationships
between clinical laboratorians and manu acturers and provid-
ers o diagnostic equipment and supplies have been scrutinized.
As a consequence o these concerns and as a result o the
enactment o various laws designed to prevent raud, abuse,
and waste in Medicare, Medicaid, and other ederal programs,
pro essional organizations that represent manu acturers o
in vitro diagnostics (IVD) and other device and healthcare
companies have published Codes o Ethics. For example, the
Advanced Medical echnology Association (AdvaMed) has
revised and published its Code o Ethics that became ef ective
July 1, 2009.1 opics discussed in this revised Code include
(1) gi s and entertainment, (2) consulting arrangements and
royalties, (3) reimbursement or testing, and (4) education.
Similarly, the European Diagnostic Manu acturers Association
(EDMA) has published its Code o Ethics.4 In Part A o this
document, topics discussed include (1) member-sponsored
product training and education, (2) supporting third-party
educational con erences, (3) sales and promotional meetings,
(4) nancial arrangements or consultants (5) gi s, (6) provi-
sion o reimbursements and other economic in ormation, and
(7) donations or charitable and philanthropic purposes.
31. CHAPTER 1 Clinical Chemistry, Molecular Diagnostics, and Laboratory Medicine 5
Both documents address demands rom regulators while nur-
turing the unique role that laboratorians and other healthcare
pro essionals play in developing and re ning new technology.8
In closing, it is our opinion that practitioners o clinical
chemistry, molecular diagnostics, and laboratory medicine
have be ore them a uture ull o promises and challenges. New
insight into disease and its treatment is exploding, and these
insights are based in sciences that are at the heart o the clinical
laboratory. T e clinical laboratory is the place o translation o
these insights into ef ective healthcare. We honor the impor-
tant role o ethical laboratory pro essionals in these ef orts and
have endeavored to provide in this book chapters prepared by
expert authors that help to de ne the evidence base and the
knowledge base o the pro ession.
Review Questions
1. T e clinical laboratory discipline that is used most o en to
assess inherited disease through study o the constitutive
genome is:
a. trans usion services.
b. clinical chemistry.
c. molecular diagnostics.
d. hematology.
2. T e study o the genetic variation between individuals in
their ability to metabolize drugs is re erred to as:
a. pharmacogenetics.
b. molecular diagnostics.
c. clinical chemistry.
d. epidemiology.
3. When a practitioner in clinical chemistry has an inappro-
priate personal relationship with a commercial supplier o
medical supplies and chemistry analyzers, there may be a
potential issue with:
a. publication development.
b. con dentiality.
c. selection o treatment.
d. con ict o interest.
4. “Molecular testing” involves the clinical analysis o :
a. atoms and molecules.
b. nucleic acids.
c. cellular components o blood.
d. the physical structure o compounds.
5. Which one o the ollowing is not considered an ethical
issue acing a clinical laboratorian?
a. Allocation o resources
b. Con icts o interest
c. Discussion o one’
s salary
d. Maintenance o con dentiality
Re erences
1. Advanced Medical echnology Association (AdvaMed). Code o Ethics on
interactions with health care pro essionals. Ef ective July 1, 2009.
http://www.advamed.org/ (accessed on June 26, 2013).
2. Annesley M, Boyd JC, Ri ai N. Publication ethics: Clinical Chemistry
editorial standards. Clin Chem 2009;55:1–4.
3. Council o Europe. Additional protocol to the convention or the protection
o human rights and dignity o the human being with regard to the applica-
tion o biology and medicine on biomedical research. Law Hum Genome
Rev 2004;21:201–214.
4. European Diagnostic Manu acturers Association (EDMA). Part A: inter-
action with health care pro essionals. http://www.edma-ivd.be/ (accessed
June 26, 2013).
5. Gra C, Wager E, Bowman A, Fiack S, Scott-Lichter D, Robinson A. Best
practice guidelines on publication ethics: a publisher’
s perspective. Int JClin
Pract Suppl 2007;61:1–26.
6. Institute o Medicine. Con ict o interest in medical research, education,
and practice. http://www.iom.edu (accessed June 26, 2013).
7. International Committee o Medical Journal Editors. Uni orm require-
ments or manuscripts submitted to biomedical journals: writing and
editing or biomedical publication. http://www.icmje.org/ (accessed June
26, 2013).
8. Malone B. Ethics code changes or diagnostics manu acturers. Clin Lab
News 2009;35(6).
32. 6
C H A P TE R
Selection and Analytical Evaluation of
Methods—With Statistical Techniques*
*T e authors grate ully acknowledge the original contributions by T eodore
Peters, Robert O. Kringle, and David D. Koch on which portions o this
chapter are based.
2
Kristian Linnet, M.D., D.M.Sc., and James C. Boyd, M.D.
Ob je c tive s
1. De ne the ollowing:
A
nalytical measurement range Median
Bias Population
Clinical sensitivity Precision
Clinical speci city Random error
Coe cient o variation Random sample
Correlation coe cient Regression analysis
Di erence plot Sample
Error model Standard deviation
Frequencydistribution Systematic error
Gaussian probabilitydistribution Student t distribution
Limit o detection T
rueness
Linearity U
ncertainty
Mean
2. List and describe three criteria that must be considerations in
laboratorymethod selection, including the speci c parameters
involved in each criterion.
3. Compare population and sample mean, population parameter
and sample statistic, and population standard deviation and
sample standard deviation, including a description o each,
symbols used to express these, how they are calculated, and
the in ormation theyprovide.
4. State the connection o the ollowing concepts to analytical
methods:
A
ccuracy Linearity
A
nalytical sensitivity Precision
A
nalytical speci city Repeatability
Calibration Reproducibility
Limit o detection
5. List two common approaches used to objectively analyze data
in a methods comparison study.
6. Describe the components o a di erence plot, including the
plot’s use inmethodcomparisonandhowthe plotis interpreted.
7. Discuss assessment o error in an objective analysis o data in
method comparison, including how error occurrence relates to
anassay’s per ormance characteristics,the di erence between
random and systematic error, what causes error, and howerror
is evaluated in a di erence plot.
8. For the ollowing types o analyses, list the components o
the analysis, its application in method comparison, how it
is computed, how outliers a ect it, and how the results are
interpreted:
Deming regression Ordinaryleast-squares regression
Nonparametric
regression
Regression
9. Describe the calibration hierarchy, including the tracing o val-
ues o routine clinical chemistry measurements to a primary
re erence, how the values are obtained, and the methods
involved; draw a calibration hierarchygiven a speci c analyte.
10. Discuss the concept o uncertaintyin relation to clinicallabora-
tory results, including the components o the standard uncer-
tainty ormula and two ways in which uncertaintyis assessed.
11. Given appropriate values, state the ormula and calculate the
ollowing:
Coe cient o variation Population mean
Coe cient o variation percent Precision analyses
Deming regression Standard deviation
Linear regression Standard uncertainty
Ke y Wo rd s a n d De fin itio n s
Analyte The substance being analyzed in an analytical procedure.
Analyticalsensitivity The abilityo ananalyticalmethodtoassess
small variations in the concentration o analyte.
Analytical specif city The ability o an assay procedure to deter-
mine speci cally the concentration o the target analyte in the
presence o potentially inter ering substances or actors in the
sample matrix.
Bias In an analytical method, the di erence between the average
value and the true value that is expressed numerically and is
inverselyrelated to the trueness.
33. CHAPTER 2 Selection and Analytical Evaluation of Methods—With Statistical Techniques 7
T e introduction o new or revised methods is a common task
or laboratoriansworkingin theclinicallaboratory(Figure2-1).
In practice, a new or revised method must be selected care ully
and its per ormance evaluated thoroughly in the laboratory
be ore it is adopted or routine use. T e establishment o a new
method may also involve an evaluation o the eatures o the
automated analyzer on which the method will be implemented.
Method evaluation in the clinical laboratory is in uenced
strongly by guidelines (e.g., see the Clinical and Laboratory
Standard Institute [CLSI; www.clsi.org/; accessed July 6, 2013]
and the International Organization or Standardization [ISO;
www.iso.org/; accessed July 6, 2013]). In addition, meeting
laboratory accreditation requirements has become an impor-
tant aspect o the method selection and evaluation process.
T is chapter presents an overview o considerations in the
method selection process, ollowed by sections on basic sta-
tistics, method evaluation, and method comparison. A list o
abbreviations used in this chapter is provided in Box 2-1.
Method Selection
Optimal method selection involves consideration o (1) medical
use ulness, (2) analytical per ormance, and (3) practical criteria.
Medical Use ulness Criteria
T e selection o appropriate methods or clinical laboratory
assays is a vital part o rendering optimal patient care, and ad-
vances in patient care are requently based on the use o new
or improved laboratory tests.
Ascertaining what is necessary clinically rom a laboratory
test is the rst step in selecting a candidate method (see Fig-
ure 2-1). Keyparameters, such as desired turnaround time and
necessary clinical utility or an assay, o en are derived rom
discussions between laboratorians and clinicians. When new
diagnostic assays are introduced, reliable estimates o clini-
cal sensitivity and speci city must be obtained by reviewing
the literature or by conducting a clinical outcome study. With
established analytes (the substances analyzed in an analytical
procedure), a common scenario is the replacement o an older,
labor-intensive method with a newer, automated assay that is
more economical or daily use.
Analytical Per ormance Criteria
In evaluating the per ormance characteristics o a candidate
method, (1) precision, (2) accuracy (trueness), (3) analytical
range, (4) detection limit, and (5) analytical speci city are o
prime importance. T e sections in this chapter on method
Ke y Wo rd s a n d De fin itio n s —c o n t’d
Calibration In relation to analytical methods, a unction that
describes the relationship between instrument signal and con-
centration o analyte.
Commutability The equivalence o the mathematicalrelationships
between the results o di erent measurement procedures or a
re erence materialand or representative samples romhealthy
and diseased individuals.
Di erence plot Abias plot that shows the dispersion o observed
di erences between the measurements o two methods as a
unction o the average concentration o the measurements;
also re erred to as a “Bland-A
ltman plot.”
Limit o detection A
nassaycharacteristicde nedas thelowestvalue
that signi cantlyexceeds the measurements o a blanksample.
Matrix In relation to analytical methods, human serum that con-
tains analytes.
Measuring interval The analyte concentration range over which
measurements are within the declared tolerances or impreci-
sion and bias; also re erred to as “reportable range.”
Method comparison Comparison o measurements bytwo meth-
ods that is carried out objectively using statistical procedures
and graphics displays.
Ordinary least-squares regression (OLR) analysis A method
used to estimate the unknown parameters in a linear regres-
sion assessment per ormed to minimize the sum o squared
vertical distances between observed responses and responses
predicted bylinear approximation.
Population In relation to analytical methods, the complete set o
all observations that might occur as the result o per orming a
particular procedure according to speci ed conditions.
Random error Error that arises rom imprecision o measure-
ment o the type that is described by a Gaussian distribution
(e.g., caused bypipetting variability, signal variability).
Re erence measurement procedure Aprocedure o highest ana-
lytical quality that has been shown to yield values having an
uncertainty o measurement commensurate with its intended
use,especiallyin assessing the trueness o other measurement
procedures or the same quantity and in characterizing re er-
ence materials.
Regression analysis Astatistical analysis that compares meas-
urement relations between two analytical methods.
Systematic error Error in measurement that arises rom calibra-
tion bias or nonspeci city o an assay and, in the course o
a number o analyses o the same analyte, remains constant
(y-intercept deviation rom zero)or varies in a proportionalway
(slope deviation romunity)based on the analyte concentration.
T
raceability In relation to analytical methods, a concept based on
a chain o comparisons o measurements that lead to a known
re erence value done toensure reasonable agreement between
measurements o routine methods.
T
rueness Aqualitative termthat describes the closeness o agree-
ment between the average value obtained rom a large series
o results o measurements and a true value.
Uncertainty Aparameterassociatedwiththeresulto ameasurement
that characterizes the dispersion o the values that could reason-
ablybe attributed tothe measure and, or, more briefy, uncertainty
is a parameter characterizing the range o values within which the
value o the quantitybeing measured is expected tolie.
34. PART I Principles of Laboratory Medicine
8
evaluation and comparison contain outlines o these concepts
and o their assessment. T e estimated per ormance param-
eters or a method are related to quality goals that ensure ac-
ceptable medical use o the test results (see section, “Analytical
Goals”). From a practical point o view, the “ruggedness” o
the method in routine use is o importance.
When a new clinical analyzer is included in the overall
evaluation process, various instrumental parameters also
require evaluation, including (1) pipetting precision, (2)
specimen-to-specimen carryover, (3) reagent-to-reagent car-
ryover, (4) detector imprecision, (5) time to rst reportable
result, (6) on-board reagent stability, (7) overall throughput,
(8) mean time between instrument ailures,and (9) mean time
to repair. In ormation on most o these parameters should be
available rom the instrument manu acturer.
Other (Practical) Criteria
Various categories o candidate methods may be considered.
New methods described in the scienti c literature may require
“in-house” development. Commercial kit methods, on the
other hand, are ready or implementation in the laboratory, o -
ten in a “closed” analytical system on a dedicated instrument.
When prospective methods are reviewed, attention should be
given to the ollowing:
1. T e principle o the assay, with original re erences
2. T e detailed protocol or per orming the test
3. T e composition o reagents and re erence materials,
the quantities provided, and their storage requirements
(e.g., space, temperature, light, and humidity restrictions)
applicable both be ore and a er the original containers are
opened
4. T e stabilityo reagents and re erence materials (e.g., their
shel li e)
5. echnologist time and required skills
6. Possible hazards and appropriate sa ety precautions
according to relevant guidelines and legislation
7. T e type, quantity, and disposal o waste generated
8. Specimen requirements such as conditions or collec-
tion, specimen volume requirements, the necessity or
anticoagulants and preservatives, and necessary storage
condition
9. T e re erence interval o the method, including in orma-
tion on howit wasderived,typicalvaluesobtained in health
and disease, and the necessity o determining a re erence
interval or one’
s own institution (see Chapter 5 or details
on how to generate a re erence interval)
10. Instrumental requirements and limitations
11. Cost-e ectiveness
12. Computer plat orms and inter acing to the laboratory
in ormation system
13. T e availability o technical support, supplies, and service
Other considerations should be taken into account. For
example, is there suf cient space, electrical power, cooling,
and plumbing or a newinstrument?Does the projected work-
load match with the capacity o a new instrument? Is the test
repertoire o a new instrument suf cient? What is the method
o calibration, and what is its requency?Is staf ng o the labo-
ratory suf cient or is training required? What are the appro-
priate choices o quality control procedures and pro ciency
testing? What is the estimated cost o per orming an assay
using the proposed method, including the costs o calibrators,
quality control specimens, and technologists’time?
Basic Statistics
In this section, undamental statistical concepts and techniques
are introduced in the context o typical analytical investiga-
tions. T e basic concepts o populations, samples, parameters,
Quality control practices
Routine analysis
Implementation
Method verification/
validation
Method selection/
development
Definition of quality goal
Establish need
Result report
Figure 2-1 Flow diagram that illustrates the process o intro-
ducing a new method into routine use. The diagram highlights
the key steps o method selection, method evaluation, and qual-
ity control.
BOX 2-1 Abbreviations
CI Con dence interval
CV Coe cient o variation (=SD/x, where xis the concentration)
CV
% = CV100%
CV
A A
nalyticalcoe cient o variation
CV
RB Randombias coe cient o variation
ISO InternationalOrganization or Standardization
OLR Ordinaryleast-squares regression analysis
SD Standard deviation
SEM Standard error o the mean = SD⁄√ N)
SDA A
nalyticalstandard deviation
SDRB Randombias standard deviation
xm M
ean
35. CHAPTER 2 Selection and Analytical Evaluation of Methods—With Statistical Techniques 9
statistics, and probability distributions are de ned and illus-
trated. wo important probability distributions, Gaussian and
Student t, are introduced and discussed.
Frequency Dis tribution
A graphical device or displaying a large set o data is the re-
quency distribution, also called a histogram. Figure 2-2 shows
a requency distribution displaying the results o serum
γ-glutamyltrans erase (GG ) measurements o 100 apparently
healthy 20- to 29-year-old men. T e requency distribution is
constructed by dividing the measurement scale into cells o
equal width, counting the number, ni, o values that all within
each cell, and drawing a rectangle above each cell whose area
(and height, because all cell widths are equal) is proportional
to ni. In this example, the selected cells were 5 to 9, 10 to 14, 15
to 19, 20 to 24, 25 to 29, and so on, with 60 to 64 being the last
cell. T e ordinate axis o the requency distribution gives the
number o values alling within each cell. When this number is
divided by the total number o values in the data set, the rela-
tive requency in each cell is obtained.
O en, the position o a subject’
s value within a distribu-
tion o values is use ul medically. T e nonparametricapproach
is used to determine directly the percentile o a given subject.
When N subjects have been ranked according to their values,
the n-percentile, Percn, may be estimated as the value o the
(N[n/100] + 0.5) ordered observation. In cases o a noninteger
value, interpolation is carried out between neighboring values.
Population and Sample
T e purpose o analytical work is to obtain in ormation and
draw conclusions about characteristics o one or more popu-
lations o values. In the GG example, the interest involves
the location and spread o the population o GG values or
20- to 29-year-old healthy men. T us a working de nition o
a population is the complete set o all observations that might
occur as a result o per orming a particular procedure accord-
ing to speci ed conditions.
Most populations o interest in clinical chemistry are in -
nite in size and so are impossible to study in their entirety.
Usually a subgroup o observations is taken rom the popula-
tion as a basis on which conclusions can be ormed about the
population characteristics. T e group o observations that has
actually been selected rom the population is called a sample.
For example, the 100 GG values represent a sample rom
a respective population. However, a sample is used to study
the characteristics o a population only i it has been properly
selected. For instance, i the analyst is interested in the popu-
lation o GG values over various lots o materials and some
time period, the sample must be selected to be representative
o these actors as well as o the age, sex, and health actors.
Consequently, exact speci cation o the population(s) o inter-
est is necessary be ore a plan can be designed or obtaining the
sample(s).
Probability and Probability Distributions
Consider again the requency distribution in Figure 2-2.
In addition to the general location and spread o the GG
determinations, other use ul in ormation is easily extracted
rom this requency distribution. For instance, 96% (96 o
100) o the determinations are less than 55 U/L, and 91%(91
o 100) are greater than or equal to 10 but less than 50 U/L.
Because the cell interval is 5 U/Lin this example, statements
like these can be made only to the nearest 5 U/L. A larger
sample would allow a smaller cell interval and more re ned
statements. For a suf ciently large sample, the cell interval
is made so small that the requency distribution is approx-
imated by a continuous, smooth curve like that shown in
Figure 2-3. In act, i the sample is large enough, we can
consider this a close representation o the true population
requency distribution. In general, the unctional orm o the
population requency distribution curve o a variable x is
denoted by (x).
T e population requency distribution allows us to make
probability statements about the GG o a randomly selected
member o the population o healthy 20- to 29-year-old men.
For example, the probability Pr(x > xa) that the GG value x o
a randomly selected 20- to 29-year-old healthy man is greater
than some particular value xa is equal to the area under the
population requency distribution to the right o xa. I xa = 58,
then rom Figure 2-3, Pr(x > 58) = 0.05. Similarly, the prob-
ability Pr(xa < x < xb) that x is greater than xa but less than xb is
equal to the area under the population requency distribution
between xa and xb. For example, i xa = 9 and xb = 58, then
rom Figure 2-3, Pr(9 < x < 58) = 0.90. Because the popula-
tion requency distribution provides all in ormation about the
probabilities o a randomly selected member o the popula-
tion, it is called the probability distribution o the population.
Although the true probability distribution is never exactly
5
0.05
10
0.90
0.05
15 20 25 30 35 40
GGT (U/L)
45 50 55 60 65
x
0.1
0.2
0.3
R
e
l
a
t
i
v
e
f
r
e
q
u
e
n
c
y
f
(
x)
Figure 2-3 Population requency distribution o γ-GGT values.
5 10 15 20
GGT (U/L)
25 30 35 40 45 50 55 60 65
10
3
10
17
29
14
8
5 5
3 2 3
1
0
0.10
R
e
l
a
t
i
v
e
f
r
e
q
u
e
n
c
y
n
i
/
Σ
n
i
F
r
e
q
u
e
n
c
y
n
i
0.20
0.30
20
30
Figure 2-2 Frequency distribution o 100 γ-GGT values.
36. PART I Principles of Laboratory Medicine
10
known in practice, it is approximated with a large sample o
observations.
Parameters : Descriptive Meas ures o a Population
Any population o values can be described by measures o its
characteristics. A parameter is a constant that describes some
particular characteristic o a population. Although most pop-
ulations o interest in analytical work are in nite in size, or
the ollowing de nitions we shall consider the population to
be o nite size N, where N is very large.
One important characteristic o a population is its central
location. T e parameter most commonly used to describe the
central location o a population o N values is the population
mean (µ):
µ=
xi
N
An alternative parameter that indicates the central ten-
dency o a population is the median, which is de ned as the
50th percentile, Perc50.
Another important characteristic o a population is the
dispersion o values about the population mean. A parameter
very use ul in describing this dispersion o a population o N
values is the population variance σ2 (sigma squared):
(xi − µ)2
N
2 =
T e population standard deviation σ, the positive square
root o the population variance, is a parameter requently used
to describe the population dispersion in the same units (e.g.,
mg/dL) as the population values.
Statistics: Des criptive Measures o the Sample
As was noted earlier, the clinical laboratorian usually has
available only a ew observations rom the population o in-
terest. A statisticis a value calculated rom the observations in
a sample to describe a particular characteristic o that sample.
T e sample mean xm is the arithmetic average o a sample,
which is an estimate o µ. Likewise, the sample standard devi-
ation (SD) is an estimate o σ, and the coef cient o variation
(CV) is the ratio o the SD to the mean multiplied by 100%.
T e equations used to calculate xm, SD, and CV, respectively,
are as ollows:
xm =
xi
N
SD=
(xi − xm)2
N− 1
=
xi
2
−
( xi)2
N
N− 1
CV= SD
xm
× 100%
where xi is an individual measurement, and N is the number o
sample measurements.
Random Sampling
A random selection rom a population is one in which each
member o the population has an equal chance o being se-
lected. A random sample is one in which each member o the
sample is considered to be a random selection rom the popu-
lation o interest. Although much o statistical analysis and in-
terpretation depends on the assumption o a random sample
rom some xed population, actual data collection o en does
not satis y this assumption. In particular, or sequentially gen-
erated data, it is o en true that observations adjacent to each
other tend to be more alike than observations separated in
time. A sample o such observations cannot be considered a
sample o random selections rom a xed population. Fortu-
nately, precautions can usually be taken in the design o an
investigation to validate approximately the random sampling
assumption.
The Gauss ian Probability Distribution
T e Gaussian probability distribution, which is illustrated in
Figure 2-4, is o undamental importance in statistics or sev-
eral reasons. As was mentioned earlier, a particular analytical
value x will not usually be equal to the true value µ o the speci-
men being measured. Rather, associated with this particular
value x will be a particular measurement error, ε = x − µ, which
is the result o many contributing sources o error. T ese mea-
surement errors tend to ollow a probability distribution like
that shown in Figure 2-4, where the errors are symmetrically
distributed, with smaller errors occurringmore requentlythan
larger ones, and with an expected value o 0. T is important
act is known as the central limit e ect or distribution o er-
rors: I a measurement error ε is the sum o many independent
sources o error (ε1, ε2, …, εk), several o which are major con-
tributors, the probabilitydistribution o the measurement error
ε will tend to be Gaussian as the number o sources o error
becomes large.
Another reason or the importance o the Gaussian prob-
ability distribution is that many statistical procedures are
based on the assumption o a Gaussian distribution o values;
this approach is commonly re erred to as parametric. Further-
more, these procedures usually are not seriously invalidated
by departures rom this assumption. Finally, the magnitude
− − −
Figure 2-4 The Gaussian probability distribution.