Department of Pathology

SOPs

Dept. data last updated on :02/07/2026

SOP for Collection Centre (Lab 73)

Standard Operating Procedure for Lab 73

1. Introduction

All data must be checked on laboratory request forms and samples assessed for quality and adequate volume for testing. If critical data is missing or a test cannot be performed because of insufficient quantity or unacceptable quality, additional information or samples must be obtained to assure all tests are performed. Samples must be stored according to guidelines prior to analysis to preserve sample integrity and afterwards, should additional or repeat testing be required.


2.Objectives

This standard operating procedure (SOP) describes the steps for the receipt of blood samples for evaluation and reporting, assessing acceptability, rejection criteria, pre and post analysis storage and distribution of samples to the laboratories.

3.Scope

This SOP applies to the receipt and handling of specimens for all laboratory personnel posted in lab 73.

4.Responsibility

All laboratory personnel who are posted in lab 73.

5.Standard precautions

Wear gloves when handling participant specimens to protect from exposure to blood borne pathogens.

6. Handling of the Samples


1. The sample received by the laboratory should be handled very carefully and systematically.

2. The sample provided by the client for the analysis, is first of all verified for the testing parameters and the facility available with the laboratory to analyze the sample to meet the requirement.

3. If the facility exists for testing the sample provided by the client. Laboratory clarifies the charges of testing to the client.

4. On request of the client the sample is forwarded to the sample booking section.

5. The sample is booked for the parameters as requested by the client.

6. A copy of the booking slip is issued to the client and the original is kept with the booking section in-charge.

7. The booking slip contains the details of the client and test parameters.

8.The sample is handled with great care to avoid deterioration, Loss, damage during transportation, and storage and handling of the test items.


6.Specimen receipt procedures

Laboratory staff are responsible for receiving, storing and redirecting specimens when appropriate.

a. Check laboratory request form for the following information:

i. Patients name

ii. Patients gender

iii. Patient age

iv. Date and time of specimen collection

v. Initials and name of Consultant incharge

vi. Clinical history and provisional diagnosis if required.

b. If any data is missing, return request form for completion of missing information.

c. Inspect all tubes/bottles for proper labelling with patients ID, name, age and Collection date (minimal) and initials of collector. Unlabeled specimens are not acceptable for testing.

d. Determine if sufficient specimen of acceptable quality is available for all tests.

e. Keep all laboratory test request forms secure.

7.Distribution of samples to other laboratories for testing

• Consult information given for sample destinations.

• Make a list of the request form to be sent with specimen.

• Check that there is adequate sample for testing.

• Place sample in Biohazard specimen bag and seal.

• Hand over the samples to the appropriate laboratory personnel.

Obtain signature of person receiving the specimen on the original specimen request form.

8. Specimen storage/archiving

Specimens held for testing in the laboratory or awaiting aliquoting/archiving should be placed in labelled racks at the appropriate temperatures.


LEARNING OF RESIDENTS POSTED IN LAB 73

At the end of the posting:

1. Resident must be trained in sample collection, handling, storage and preservation.

2. Resident must know details of vacutainers used, sample amount and turnaround time of each test.

3. Resident must know the order of draw for phlebotomy.

4. Resident must know prerequisites and procedure of phlebotomy.

5. Resident must know biomedical waste management.



                                                                                          Compiled by Dr Mohd Rafey


Concise SOP for Chemical Pathology


STANDARD OPERATING PROCEDURES (SOP) MANUAL OF CHEMICAL PATHOLOGY LAB




DEPARTMENT OF PATHOLOGY, JN MEDICAL COLLEGE, AMU, ALIGARH




LAB INCHARGES: -

PROF. MOHAMMAD  JASEEM HASSAN

PROF. HENA A. ANSARI


TECHNICAL SUPERVISOR :-

    MR .SIBGHATULLAH ANSARI (STA)


     COMPILATION AND EDITING BY: -

DR .AVADH  VIHARI  LAL SHARMA

(SENIOR RESIDENT)  



REVISED BY: -


PROF. NISHAT AFROZ

    CHAIRPERSON,

  DEPT OF PATHOLOGY

    JNMC, AMU,ALIGARH

   INTRODUCTION


The Chemical Pathology Laboratory is a core diagnostic unit providing essential biochemical investigations for diagnosis, disease monitoring, and therapeutic management. All investigations are performed using validated enzymatic, colorimetric, immunoassay, and automated analyser–based methods. Strict adherence to SOPs, quality control, and biosafety practices ensures analytical accuracy, reproducibility, and patient safety.

  1. MAJOR BIOCHEMICAL INVESTIGATIONS

A.  TSPAG (Total Serum Protein and S. Albumin-Globulin Ratio)

1) Serum Albumin : Normal Range-3.5–5.5 g/dL

Maintains oncotic pressure; decreased in liver disease, nephrotic syndrome, malnutrition; increased in dehydration.

       Method- Bromocresol Green.

  Machine- MISPAace-AGAPPE Fully automated biochemistry analyser and semi- automatic analyser

  1. Total Protein:Normal Range- 6.2–8.0 g/dL

    
Albumin + globulin; altered in liver disease, inflammation, dehydration, and plasma cell disorders.

      Method-  Biuret method

      Machine- MISPAace-AGAPPE Fully automated biochemistry analyser and semi-automatic analyser.

  1. Total Serum Cholesterol: Normal Range-150–220 mg/dL

     

Increased in hypothyroidism, diabetes, nephrotic syndrome

        Decreased in liver disease and hyperthyroidism.

     Method- Cholestrol Esterase method (CHOD-PAP Method)


Machine-
MISPAace-AGAPPE Fully automated biochemistry analyser and semi- automatic analyser.


B) Glucose Metabolism

        Method- GOD-POD ( Glucose oxidase dextrose- pyruvate oxidase )

        Machine- MISPAace-AGAPPE Fully automated biochemistry analyser and semi-automatic analyser.

    1) Fasting Plasma Glucose :Normal Range-70–105 mg/dL

      Screening test for diabetes.

    2)  OGTT (2-hour): Normal <140 mg/dL; Prediabetes 140–199 mg/dL; Diabetes ≥200
mg/dL.

  
3)GCT

    4) GST

    5)GTT

C. Renal Function Tests

1) Blood Urea :Normal Range-10–50 mg/dL

 
Increased in renal failure and dehydration; decreased in liver disease.

Method- Birthlot method

Machine- MISPAace-AGAPPE Fully automated biochemistry analyser and semi- auto analyser

  1. Serum Creatinine:Normal Range- 0.5–1.4 mg/dL

      
- Reliable indicator of GFR.

      Method- Jaffe's method

      Machine- MISPAace-AGAPPE Fully automated biochemistry analyser and semi-automatic analyser

D. Iron Profile

1) Serum Iron : Normal Range- 60–150 µg/dL

  Method- Chromazurol method


Machine-
MISPAace-AGAPPE Fully automated biochemistry analyser and semi-automatic analyser

  1. TIBC / UIBC: Normal Range- 250–400 µg/dL

       Method - Chromazurol method

       Machine-MISPAace-AGAPPE Fully automated biochemistry analyser and semi-automatic analyser

     3) Serum Ferritin: Normal Range- 15–300 ng/mL

        Reflects iron stores and acute phase response.

    Method- Sandwich method (ELISA)

    Machine- ELISA Washer, ELISA Rotator, ELISA Reader.

  1. Tumor Markers

  PSA (Prostate specific antigen ):Normal Range- Less than 4 ng/ml

     Used for monitoring and follow-up; not diagnostic alone.

  Method- ELISA Assay method

  Machine- ELISA Washer, ELISA Rotator, ELISA Reader

Sample Collection and Pre-Analytical Protocol

·       Accurate laboratory reporting begins with strict adherence to standardized pre-analytical procedures. The integrity of biochemical investigations depends significantly on proper patient identification, specimen collection, handling, and transport.

·       Patient identity must be verified using a minimum of two independent and unique identifiers prior to specimen collection to eliminate identification errors.

·       Mandatory Patient Identifiers:

·       – Full Name (as per hospital registration records)

·       – Unique Hospital Identification Number (UHID/IPD/OPD number)

·       – Age or Date of Birth/Gender

·       – Ward/Unit/Location (for admitted patients)

·       The laboratory request form must be thoroughly reviewed for completeness, including clinical history, provisional diagnosis, treating unit, and physician details.

·       Patient preparation requirements (e.g., 8–12 hours fasting for glucose, lipid profile; medication restrictions where applicable) must be confirmed and documented.

·       Appropriate specimen collection tubes (Plain/Clot Activator, EDTA, Sodium Fluoride, Heparin) must be selected according to the specific analytical requirement.

·       Venipuncture must be performed under strict aseptic conditions using standardised phlebotomy techniques to minimize hemolysis, contamination, and patient discomfort.

·       Tourniquet application should not exceed one minute to prevent hemoconcentration and biochemical alterations.

·       Specimens must be labeled immediately after collection at the patient’s bedside; pre-labelling of tubes is strictly prohibited.

·       Serum or plasma separation must be performed within recommended time limits (generally within 1–2 hours) to preserve analyte stability.

·       Specimens must be transported in leak-proof containers under controlled temperature conditions to maintain analytical validity.

·       Defined sample rejection criteria (homolysed, lipemic, icteric interference, clot formation in anticoagulated samples, insufficient quantity, mislabeling) must be documented and communicated as per SOP.

·       Complete documentation and traceability of specimen receipt, processing time, and analysis must be maintained to ensure audit compliance.


Biomedical Waste Management and Biosafety Compliance


·    The laboratory strictly adheres to Biomedical Waste Management Rules and institutional infection control guidelines to ensure environmental safety, occupational protection, and regulatory compliance.

·    Biomedical waste must be segregated at the point of generation using standardized color-coded containers as per statutory regulations.

·    Yellow Category: Infectious waste, pathological waste, and materials requiring incineration.

·    Red Category: Contaminated recyclable plastic items (tubing, gloves, IV sets).

·    White (Puncture-Proof) Containers: Sharps including needles, blades, and lancets.

·    Blue Category: Glassware, broken vials, and laboratory glass materials.

·    Recapping of needles is strictly prohibited; immediate disposal into designated sharps containers is mandatory.

·    Chemical waste, expired reagents, and hazardous substances must be disposed of in accordance with Material Safety Data Sheet (MSDS) instructions.

·    Autoclaving, chemical disinfection, or other approved treatment methods must be performed prior to final disposal where applicable.

·    Needle-stick injury management protocol, exposure reporting, and post-exposure prophylaxis guidelines must be implemented and documented.

·    Spill management procedures must be clearly displayed and practiced regularly by laboratory personnel.

·    Waste disposal registers must be maintained systematically for regulatory inspection and audit purposes.

·    Periodic biosafety training and competency assessment of laboratory staff are essential to maintain compliance and minimize occupational hazards.


Quality Control and Quality Assurance Framework


·    The Chemical Pathology Laboratory operates under a structured Quality Management System (QMS) designed to ensure analytical accuracy, precision, reproducibility, and continual improvement.

·    Internal Quality Control (IQC) materials at normal and pathological levels must be analysed daily alongside patient samples to monitor analytical performance.

·    Levy-Jennings charts and Westgard rules should be utilized for systematic interpretation of quality control data.

·    Participation in recognized External Quality Assurance (EQA) programs ensures inter-laboratory comparability and benchmarking of performance standards.

·    Analytical instruments must undergo routine calibration using certified reference materials as per manufacturer recommendations and accreditation guidelines.

·    Reagents must be stored under specified temperature conditions (commonly 2–8°C), with documented temperature monitoring and alarm systems where applicable.

·    Lot-to-lot validation of reagents must be performed prior to routine clinical use.

·    Preventive maintenance schedules for analysers, centrifuges, refrigerators, and other equipment must be strictly followed and recorded.

·    Any out-of-control IQC result must prompt immediate root cause analysis and corrective action prior to release of patient reports.

·    Critical (panic) values must be communicated promptly to the treating clinician with proper documentation of time and recipient details.

·    All analytical processes, corrective actions, calibrations, and maintenance activities must be documented to ensure complete traceability and audit readiness.


SAFETY PRECAUTIONS

·    Universal precautions for all biological samples.

·    Mandatory use of PPE (gloves, lab coat, mask).

·    No mouth pipetting.

·    Immediate management of spills using disinfectants.

·    Needle-stick injury protocol implementation.

·    Compliance with Biosafety Level 2 standards.



CONCLUSION


The Chemical Pathology Laboratory of the Department of Pathology provides comprehensive, standardized, and quality-assured biochemical diagnostic services. Through validated methodologies, strict adherence to SOPs, robust quality control measures, and biosafety compliance, the laboratory ensures accurate and clinically meaningful results to support patient care and clinical decision-making.


SOP FOR HISTOPATHOLOGY LAB

STANDARD OPERATING PROCEDURES MANUAL OF HISTOPATHOLOGY LAB

DEPARTMENT OF PATHOLOGY JAWAHARLAL NEHRU MEDICAL COLLEGE ALIGARH MUSLIM UNIVERSITY, ALIGARH


Supervisors:

Dr Veena Maheshwari (Professor)

Dr Nishat Afroz (Professor)

Compiled and Edited by:

Dr Fatima Qaiser Naqvi (Senior Resident)

 

Dr Bushra Siddiqui (Assistant Professor)

Foundations of Histological Preparation

1.1 Purpose of the Protocol

  • The overarching purpose of this Standard Operating Procedure (SOP) is to clearly delineate the standardized procedures required for the histological preparation of tissue specimens.
  • This SOP acts as the definitive guideline to guarantee that all specimen collection strictly complies with established ethical guidelines.
  • It ensures tissues are processed in the absolute best manner possible to ultimately serve the diagnostic needs of the patients.

1.2 Scope of Histological Procedures

  • The primary aim of all histological procedures is to yield exceptionally good quality sections.
  • These sections are essential for the light microscopic evaluation of cellular changes in human or animal tissues, whether addressing spontaneous or induced diseases.
  • The routine laboratory workflow dictates that tissues are first fixed using neutral formalin 10%.
  • Following fixation, tissues are embedded in paraffin.
  • Tissues are then manually sectioned utilizing a microtome to produce paraffin sections that are exactly 4-5 µm thick.
  • Once dewaxed, the tissue sections are primarily stained using hematoxylin and eosin (H&E).
  • Alternatively, these sections can be diverted for specialized purposes, including special stains or immunohistochemistry (IHC).
  • Throughout this entire workflow, numerous critical steps and procedures must be carefully managed to ensure the resulting sections are standard and easily interpretable.
  • The key recommendations provided throughout this manual are expressly given to help staff achieve this crucial objective.

1.3 Laboratory Responsibilities

  • Laboratory incharges and designated supervisors hold the primary responsibility for ensuring that all technicians receive proper, comprehensive training.
  • Supervisors are also responsible for maintaining the facility and all associated equipment in optimal working order.
  • Every member of the laboratory personnel is strictly responsible for reading and fully understanding this SOP, along with any related documentation.
  • Personnel must perform all assigned tasks in direct accordance with these detailed SOPs.
  • All staff members are unequivocally responsible for adhering to clinical laboratory best practices at all times.


Specimen Reception and Logging

2.1 Initial Sample Reception

  • All samples destined for histopathological examination must be received by the laboratory in a securely and properly labeled container.
  • Every sample must be accompanied by a meticulously and thoroughly filled requisition form.
  • It is mandatory that the specimen container is explicitly labeled with the patient's full name, their age, and their sex.
  • The container label must also clearly indicate the specific type of specimen enclosed and the name of the referring clinical consultant.

2.2 The Histopathology Requisition Form The accompanying histopathology form is a critical diagnostic document that must contain the following specific patient details:

Demographics & Contact Info

Hospital Tracking Info

Name of the patient

Indoor patient cads no., ward no.

Age/ Sex

OPD patient registration no.

Father/Spouse name

Consultant/Physician/ Surgeon

Full address

Lab no of the specimen collected

Mobile no


In addition to patient demographics, critical clinical and diagnostic history must be provided.

Specimen Context

Type of Specimen

Date of collection/ Operation

Previous histology/biopsy report with lab no. if any

Previous FNAC report with lab no. if any


Diagnostic Data

Provisional clinical diagnosis

Clinical history presenting features

Local examination

X-ray/USG report/CT/MRI

Clinical diagnosis

Diagram of a specimen with orientation


  • Finally, the medical resident responsible for filling out the form must formally sign it and provide their direct contact number.



Equipment and Materials

3.1 Fixation Station The laboratory must maintain the following supplies for tissue fixation:

  • An ample supply of fixative solution, which is usually commercially available formalin.
  • Specifically, 10% neutral buffered formalin (NBF), sourced from Fisher Scientific.
  • Phosphate buffer mixed to maintain a pH of exactly 6.8.
  • Protective latex gloves.
  • Appropriate protective laboratory clothing.
  • Safety eyeglasses and a protective mask.
  • Specimen containers fitted with appropriate, secure lids.
  • The volume of these containers must be commensurate with the size of the sample, with large-neck plastic containers being preferable as they can be reused.
  • Proper adhesive labels and permanent ink pens.



3.2 Tissue Processing To properly process tissues post-fixation, the lab must stock the following:

  • Commercial-grade absolute ethyl alcohol.
  • Diluted ethanol solutions prepared at 70%, 80% and 90% concentrations.
  • A designated paraffin solvent and clearing agent, specifically xylene.
  • An Automated Tissue Processor unit.
  • The specific processor models utilized are Leica TP 1020 double basket model and Epredia model: Excelsior AS .

3.3 Tissue Embedding The embedding station requires specialized equipment to secure tissues in wax:

  • A dedicated Histostar Tissue embedding station, manufactured by Thermo Scientific.
  • High-grade paraffin wax specifically formulated for histology, featuring a melting point precisely between 60-62°C, sourced from Merck Life Science.
  • A variety of plastic embedding molds.
  • These molds must be available in multiple standardized sizes, including 10x10x5 mm, 15x15x5 mm, 24x24x5 mm, and 24x30x5 mm.
  • Fine, small forceps for delicate tissue handling.



3.4 Equipment and Materials: Microtomy Sectioning For cutting tissue blocks into slides, the following items are strictly required:

Microtomy Essentials

Rotatory Microtome: YSI-060 by Yorco and LEICA RM2245.

Disposable microtome blades (for routine paraffin sections)

Sharps container to discard used blades

Fine paint brushes to remove paraffin debris

Forceps to handle the ribbons of paraffin sections

Tissue Water Bath (with thermometer) Yorco (Model: YSI-133)

Clean standard 75x25 mm microscope glass slides (Bluestar microslides)

Coated glass slides (Poly L Lysine): This is especially recommended when slides are used for immunohistochemistry



3.5 Staining and Cover Slipping Materials For routine H&E staining, the lab utilizes:

Staining and Archival Essentials

Eosin Y solution (Merck)

1% Acid alcohol

Clearing agent

Permanent mounting medium: (Dibutyl Phthalate Xylene, DPX)

Glass cover slips (22x50 mm and 22x22 mm)

Filter paper

Paraffin blocks storage cabinets and Histological slides storage cabinets

The Chemistry of Formalin Fixation

4.1 Formalin Characteristics

  • Formaldehyde is primarily available commercially in the form of formalin, which is defined as 40% formaldehyde dissolved in water.
  • In laboratory parlance, this 40% solution is commonly referred to as 100% formalin.
  • It is additionally available as a highly stable solid chemical compound known as paraformaldehyde.

4.2 Laboratory Formulations of Fixative The specific forms of fixative actively used within our laboratory environment are as follows:

  • 10% Formalin: This remains the most commonly utilized form in many laboratories.
  • It is composed of 10 mL of standard formalin (40% formaldehyde dissolved in water) mixed with 90 mL of water.
  • This mixture effectively creates a 4% formaldehyde solution.
  • Neutral Buffered Formalin (NBF): This is an extremely widely used fixative formulation.
  • NBF is prepared by mixing 100 ml of formalin with 900 ml of distilled or tap water.
  • To buffer the solution, 4 g of Sodium phosphate monobasic monohydrate and 6.5 g of Sodium phosphate dibasic anhydrous are added.
  • The final pH of this solution must be precisely maintained between 7.2 and 7.4.
  • NBF is highly tolerant and fundamentally prevents the adverse formation of formalin pigment on tissues.
  • Tissues properly fixed in NBF remain stable and can be successfully sectioned even after 1 full year.
  • NBF is the fixative of choice when tissues are required for IHC.

Fixation Principles and Parameters

4.3 The Chemical Principle of Fixation

  • During the very first step of fixation, the aldehyde groups present in formalin actively form complex chemical structures.
  • These complexes are created by forming specific chemical links, known as methylene bridges, directly between individual protein molecules.
  • Following their formation, these methylene bridges subsequently react with several different side chains found on proteins.
  • This secondary reaction forms highly reactive hydroxymethyl side groups.
  • Importantly, this specific type of cross-linkage does not greatly harm or alter the fundamental structure of the proteins.
  • Because the protein structure is preserved, the critical cellular antigenicity is not lost during the fixation process.
  • Furthermore, this complex cross-linking process is actually reversible simply by washing the tissue in water.


4.4
Fixation Time and Temperature Guidelines

  • To achieve adequate fixation, an average-sized tissue specimen requires immersion in a volume of formalin or NBF that is 10 to 20 times its own volume.
  • The standard immersion time for these average tissues is a full 24 hours at standard room temperature.
  • If the physical volume of the tissues is notably small, a reduced minimum fixation period of 8 to 12 hours is actively used.
  • Fixation times can be accelerated using heat; if the ambient temperature is raised to exactly 45°C, the total required fixation time is significantly shortened by 25-40%.

















Principles of Pathological Grossing

5.1 Introduction to Grossing

  • Grossing is fundamentally defined as the critical process by which various pathology specimens are carefully inspected using the bare eye.
  • The primary goal of this inspection is to obtain vital diagnostic information while simultaneously preparing the tissue for further microscopic examination.
  • The mandatory initial step in any gross examination of a clinical specimen is the strict confirmation of the patient's identity.
  • This step must also include verifying the exact anatomical site from which the surgical specimen was originally obtained.
  • It is required that sufficient clinical data be directly communicated by the clinical team to the receiving pathology team.
  • This data is essential to properly guide the appropriate diagnostic examination and to assist in the accurate interpretation of the specific specimen.
  • In instances where such vital information is missing or not provided, it is the strict responsibility of the examiner to actively obtain it prior to processing the specimen any further.

5.2 End Products of Grossing There are typically two distinct end products that result from the gross examination of a surgical specimen:

  • The first important product is the formal gross description.
  • This descriptive document serves as the permanent written record of the examiner's bare-eye findings and is permanently included in the patient's final pathology report.
  • The second physical product is a precise set of tissue blocks.
  • These blocks are typically small, postage stamp-sized portions of actual tissue that are safely sealed inside stainless steel cassettes.
  • These sealed cassettes will subsequently be chemically processed and embedded to create slides for eventual microscopic examination.

The Dissection Environment

5.3 The Grossing Room Specifications The environment where grossing occurs must meet strict physical requirements:

  • All dissection and grossing must be exclusively performed in a dedicated, separate area of the laboratory.
  • This area must feature a well-illuminated and properly ventilated grossing station that is fully equipped with an operational fume hood.
  • The grossing station itself must feature a solid white cutting board.
  • This board must be placed securely inside a dedicated metallic box that is explicitly designed so that all biological fluids directly flow away into a built-in sink.
  • The room requires a noticeably large table featuring its own sink to accommodate excessively large surgical specimens.
  • Examiners must have ready, unimpeded access to a sink that provides both hot and cold running water.
  • The station must be stocked with a dedicated box of dissection instruments, most especially forceps, long slicing knives, scalpels, surgical scissors, disposable blades, a measuring ruler, and absorbent cloths.
  • There must be a dedicated box containing fresh cassettes and identifying labels.
  • The room must also be equipped with professional photography and video recording facilities to document large or complex specimens.

5.4 Tissue Storage Post-Grossing

  • Once the grossing procedure is entirely completed, any remaining un-cassetted tissue is generally kept preserved for a period of 1 to 3 months.
  • This retention period is necessary because further tissue sampling may be clinically needed at a later date.
  • The storage location for these specimens should be situated very close to the dissection area, featuring excellent ventilation and allowing for very easy access by staff.

Documenting the Gross Examination

5.5 The Gross Description Protocol The final written gross description is a foundational part of the pathology report and must adhere to strict standards:

  • The description must be exceptionally clear and explicitly include all of the pertinent physical findings for each individual specimen evaluated.
  • It must precisely record the specific type, total number, exact dimensions, and/or the total weight of the specimens received.
  • The precise anatomical location of any visible lesion(s) must be detailed.
  • The description must contain exact measurements and describe the full extent of the gross lesions.
  • Where applicable, this must explicitly include the physical depth of invasion of the lesion.
  • A highly detailed description evaluating the tissue's texture, specific color, visible vessels, and notable anatomical landmarks is required.
  • Crucially, the examiner must thoroughly document a key outlining any inked margins, specific edges, and the exact laterality of the specimen.
  • The document must record the total number of representative sections taken.
  • When taking sections, the ideal optimal thickness of the tissue pieces should measure exactly 2-4mm.
  • Furthermore, the overall surface size of the cut tissue should always be slightly less than the interior size of the cassette holding it.


Cassette Summaries and Visual Aids

5.6 The Cassette Summary Document A highly detailed cassette summary, acting as a "key," is completely essential for navigating the physical tissue blocks:

Cassette Key Requirements

Margins of resection

Laterality

Quadrants

Lymph node levels

Additional sections

Number of pieces in each cassette

5.7 Use of Drawings and Gross Photographs

  • Fully annotated anatomical drawings and high-quality gross photographs frequently serve as incredibly valuable clinical tools.
  • They are heavily utilized for permanently documenting complex gross findings.
  • These visual aids can and should be officially included directly in the final pathology report when deemed appropriate by the pathologist.
  • However, it is a strict laboratory rule that these visual aids are absolutely not intended to ever replace the highly detailed text of the written gross description.


Fundamentals of Tissue Processing

6.1 The Aim of Tissue Processing

  • The basic, fundamental aim of all tissue processing is to provide a sufficient amount of physical rigidity to the biological tissue.
  • This induced rigidity is required so that the tissue can eventually be cut into an exceptionally thin section suitable for high-magnification microscopic examination.

6.2 The Principle Mechanism of Processing

  • During the active phase of processing, the endogenous water naturally held within the cellular tissue is completely removed.
  • Once dehydrated, an entirely different chemical medium is actively impregnated deep into the tissue.
  • In our laboratory, this medium is usually liquid paraffin wax.
  • It is this impregnated wax that ultimately provides the adequate physical support required by the tissue structures during microtomy.

6.3 The Sequential Stages of Tissue Processing The overall tissue processing pipeline consists of several distinct, sequential scientific stages:

  • Fixation: This initial step decisively prevents cellular autolysis and heavily stabilizes the tissue to maintain exact cellular structure.
  • Dehydration: This stage systematically removes all water and any unbound leftover fixative from deep within the tissue bed.
  • Clearing: This crucial step chemically displaces the dehydrating solutions from the tissue. This displacement is what makes the tissue components highly receptive to accepting the final infiltrating medium.
  • Infiltration: During this phase, the chosen support medium thoroughly permeates every aspect of the tissue.
  • Embedding: This final physical step involves the exact spatial orientation of the tissue sample within a mold of support medium. This creates a solid, stable tissue "block" that is perfectly suitable for microtome sectioning.





Standard Automated Tissue Processing Schedule


Excelsior AS Operations


7.1 Introduction to the Excelsior AS

  • The Excelsior AS is a fully enclosed automated tissue processor.
  • It combines custom programming with highly simplified operation and internal reagent management.
  • The system is intended to be used in a laboratory environment for the rapid and routine fixation, dehydration, clearing, and infiltration of pathology specimens.
  • Specimen cassettes are loaded directly into the instrument utilizing either Organised baskets or Random baskets.
  • Up to 222 cassettes can be processed at any one time utilizing Organised baskets.
  • Optional accessories allow up to 300 cassettes to be processed simultaneously in the larger Random basket setup.


7.2 System Interface and Reagent Indicators

  • The Main Screen provides immediate access to all functions required to initiate programs, run flushes, check the status of reagents, and configure the instrument.
  • The software features a graphical representation of the Reaction Chamber and the various reagent containers.
  • The system utilizes specific colors to represent the exact type of reagent in each container:

Software Color Indicator

Reagent Type

Green

Water-based reagents (including fixatives and Flush 3).

Blue

Dehydrants (including alcohols and Flush 2).

Red

Clearants (including xylene and Flush 1).

Yellow

Wax and Paraffin infiltrants.


7.3 Loading Cassettes and Baskets

  • Safety Warning: Observe Good Laboratory Practice when handling tissue, as samples may pose a biohazard.
  • Open the Reaction Chamber by pushing the handle away from you and lifting the lid.
  • Ensure the lid is fully open to prevent it from falling.
  • When the lid is open, chemical fumes are actively extracted through the downdraft filter located directly behind the Reaction Chamber.
  • Load the cassettes into the Organised basket.
  • Load the baskets (with their basket-lids attached) into the chamber, ensuring they are stacked in uniform pairs.
  • Ensure the baskets are precisely aligned so that they sit properly on the agitation drive pins.
  • Close the Reaction Chamber lid by firmly pushing down on both sides.
  • Pull the handle towards you to ensure that the lid is correctly and safely latched.



7.4 Starting a Processing Program

  • From the Main Screen, select the Process menu.
  • This opens the Reaction Chamber Available screen.
  • Select the desired program (e.g., Routine Overnight or Daytime Rapids).
  • Tissue should strictly only be added during the fixative step.
  • Excelsior AS will move through the process steps, automatically drawing in reagents in turn and agitating the baskets to stir the reagent around the specimens.



7.5 Routine 14-Hour Processing Protocol

To ensure optimal rigidity and structural preservation of histological specimens, the laboratory utilizes a highly standardized 14-hour continuous processing cycle. During this automated sequence, tissue samples sequentially pass through distinct chemical phases: fixation, dehydration, clearing, and finally, hot wax infiltration.


Table: Complete 14-Hour Reagent Schedule

Processing Phase

Step

Active Reagent

Container Designation

Operating Temperature

Step Duration

Fixation

1

Formalin

Fix 1

Ambient

1 Hour


2

Formalin

Fix 2

Ambient

1 Hour

Dehydration

3

Alcohol

A1

Ambient

1 Hour


4

Alcohol

A2

Ambient

1 Hour


5

Alcohol

A3

Ambient

1 Hour


6

Alcohol

A4

Ambient

1 Hour


7

Alcohol

A5

Ambient

1 Hour


8

Alcohol

A6

Ambient

1 Hour

Clearing

9

Xylene

X1

Ambient

1 Hour


10

Xylene

X2

Ambient

1 Hour


11

Xylene

X3

Ambient

1 Hour

Infiltration

12

Paraffin Wax

W1

65°C

1 Hour


13

Paraffin Wax

W2

65°C

1 Hour


14

Paraffin Wax

W3

65°C

1 Hour


7.6 Layout of Processor Containers

To absolutely prevent chemical cross-contamination and ensure the processor draws the correct fluid at the correct time, technicians must physically verify the arrangement of the reagent bottles and wax baths prior to initiating the run. The required physical configuration is as follows:

  • Fixative Sequence: The chemical cycle begins with Formalin located in position Fix 1, directly followed by Formalin in position Fix 2.
  • Dehydration Sequence: The processor then routes the tissues through a series of six alcohol baths, drawing sequentially from position A1 through A6.
  • Clearing Sequence: The clearing phase utilizes three dedicated xylene baths, progressing smoothly from position X1 to X2, and finalizing in X3.
  • Infiltration Sequence: The final processing phase involves three heated paraffin wax baths strictly maintained at 65°C, moving sequentially from position W1 to W2, and terminating in W3.


7.7 Post-Process Cleaning Protocol (Flush Sequence)

Immediately after the 14-hour processing run is entirely complete and the tissue baskets have been safely removed from the reaction chamber, a mandatory flush sequence must be initiated. This highly critical step purges the internal lines and the reaction chamber of residual paraffin wax and processing chemicals, preventing severe mechanical blockages and chemical carryover for the next batch.


Table: Standard 30-Minute Automated Flush Cycle


The total combined duration for this automated cleaning cycle is exactly 30 minutes.

Sequence

Reagent

Container Designation

Primary Purpose

Step 1

Alcohol

F2

Acts as the primary solvent flush to aggressively break down tissue residues and chemical buildup.

Step 2

Xylene

F1

Serves as the secondary clearing flush to completely strip away hot wax deposits and alcohol traces.

Step 3

Distilled Water

F3

Functions as the final wash to fully neutralize and clear the chamber walls.


7.8 Flush Bottle and Waste Configuration

The flush reagents must be loaded into their specific designated ports, and the waste wax tray must be monitored and emptied regularly to prevent overflow during the automated discard phases. The system's cleaning flow is organized as follows:

  • Flush Input: The automated cleaning cycle draws fresh reagents from three specific, designated ports: F2 (Alcohol), F1 (Xylene), and F3 (Distilled Water).
  • Chamber Purge: These reagents are sequentially pumped directly into the main reaction chamber to aggressively dissolve and flush out residual tissue, stray alcohol, and hardened wax.
  • Waste Routing: After actively cleaning the chamber walls and internal lines, all resulting waste fluids and purged wax are automatically drained straight down into the lower Waste Wax Tray. This tray must be manually discarded and reloaded by the technician between runs.



7.9 Chamber Cleaning and Maintenance Rules

  • Manual Wipedown: Following the automated flush, you must clean the chamber using clean, dry absorbent paper to physically wipe the interior of the Reaction Chamber after every single processing run.
  • Seal Integrity: The lid seal and the top surface of the Reaction Chamber must be kept absolutely clear of stray wax for the instrument to operate correctly and maintain vacuum pressure.
  • Tool Restrictions: Never use metal tools to clean or scrape the Reaction Chamber. Use the provided plastic laboratory spatula to safely remove any stubborn, solidified wax from the lid, top, and sides.
  • Level Sensors: Use soft absorbent paper to very gently wipe the internal fluid level sensors located inside the Reaction Chamber to ensure accurate filling on the next 14-hour cycle.




The Science of Tissue Embedding

8.1 Introduction to Embedding

  • Embedding is defined as the precise process by which fully processed tissues are physically surrounded by a liquid support medium.
  • Examples of support mediums include agar, gelatin, or, most commonly, wax.
  • Upon solidification, this surrounding medium provides the sufficient physical support the delicate tissue requires during the stress of sectioning.
  • The specific choice of which embedding media to use heavily depends upon the type of microscope used, the specific type of microtome available, and the innate physical characteristics of the tissue itself.
  • For our laboratory, Paraffin wax serves as a highly suitable embedding media for the vast majority of tissues processed.
  • Wax is particularly ideal because sections taken at 4-6 µ thickness from paraffin blocks are highly satisfactory for almost all diagnostic purposes.

8.2 Embedding Tissues in Paraffin Wax

  • Tissues are embedded by physically placing them directly into a selected mold that has been filled with molten embedding medium.
  • The mold is then allowed to cool and solidify entirely.
  • While the general embedding requirements and overall procedures are essentially identical for all types of waxes , the technique for paraffin wax is highly specific.
  • At the successful completion of the 18-hour automated processing cycle, the tissues are physically held within clean, molten paraffin wax.
  • This final wax must be absolutely free of any residual solvent and totally clear of any particulate matter.

8.3 Station Requirements for Embedding To properly execute embedding, the station must provide:

  • A constant, reliable supply of remarkably clean, highly filtered paraffin wax.
  • This wax must be actively held at a temperature exactly 2-4°C above its known melting point.
  • A functioning cold plate designed to rapidly and evenly cool the molten wax.
  • A large supply of varying molds used to safely embed the different sizes of tissues.
  • All of these critical elements are conveniently and efficiently combined within our commercially available embedding stations.
  • For our Laboratory, Thermo Scientific (Model: Histostar) Tissue Embedding Station is used.

Executing the Embedding Technique using Thermo Scientific (Model: Histostar)

8.4 Step-by-Step Embedding Protocol To successfully create a tissue block, technicians must follow this exact sequence:

  • First, carefully open the tissue cassette and immediately check whether the correct, recorded number of tissue pieces is actually present inside.
  • Next, thoughtfully select the appropriately sized mold.
  • There must be ample sufficient room for the tissue, guaranteeing at least a 2 mm surrounding margin of pure wax on all sides.
  • Completely fill the chosen mold with the clean, molten paraffin wax.
  • Using specifically warmed forceps, confidently and firmly place the selected piece of tissue directly into the hot wax.
  • During this placement, it is supremely important to ensure that the absolute correct orientation is constantly maintained.
  • The specific tissue surface that is intended to be sectioned must be kept completely flat, and it must be facing straight downwards into the bottom of the mold.
  • Once the tissue is placed, immediately insert the identifying label, or directly place the previously labeled embedding ring or the cassette base straight onto the top of the mold.
  • Move the entire assembly to cool the block directly on the machine's cold plate.
  • Alternatively, if a thin layer has already solidified over the wax's surface, you can carefully submerge the mold under water to cool.
  • Once totally solid, cleanly remove the completed block from the plastic mold.
  • As a final mandatory step, strictly cross-check the tissue block against its identifying label to prevent any diagnostic mix-ups.


Mastering Tissue Orientation

8.5 The Critical Nature of Orientation

  • Achieving the correct orientation of the tissue while it sits in the mold is by far the most fundamentally important step in the entire embedding process.
  • Any incorrect placement or misalignment of tissues may directly result in highly diagnostically important tissue elements being completely missed or irrevocably damaged during the microtomy phase.
  • As a universal rule, usually all tissues are embedded with the specific surface intended to be cut facing directly down into the bottom of the mold.

8.6 General Tissue Orientation Considerations Technicians must memorize the following anatomical orientations:

  • Any distinctly long tissues must be placed diagonally straight across the interior of the block.
  • All tubular and walled specimens must be handled with specific care.
  • This includes specimens such as the vas deferens, fallopian tubes, various cysts, and all gastrointestinal tract tissues.
  • These must be explicitly embedded so that the microtome knife cuts directly across the central lumen.
  • This orientation provides excellent transverse sections that clearly show all individual tissue layers at once.
  • Specimens like skin and other specific epithelial biopsies (such as those from the intestine, bladder, or gallbladder) require unique care.
  • They must be carefully positioned so that the ultimate plane of the cut section drags directly across all tissue layers sequentially.
  • Whenever dealing with hairy or heavily keratinized epithelium, the tissue is strictly oriented so that the hard layer faces the microtome knife last.
  • Intentionally cutting the hard keratin layer of the skin at the very last moment significantly minimizes unwanted compression, deep scratches, and jagged cuts occurring in the softer underlying subcutaneous layers.



8.7 Advanced Orientation Scenarios

  • When handling multiple distinct specimens that are meant to be embedded together in the exact same block (such as tiny multiple gastric biopsies), they should be carefully placed side by side.
  • A little bit of empty space must be left between each distinct piece.
  • Any generally rectangular pieces of tissue should be specifically orientated with their longest axis positioned nearly parallel to the edge of the microtome knife.
  • This parallel alignment serves to massively minimize unwanted tissue distortion and wrinkling.
  • Muscle biopsies demand specialized attention; they must be embedded so as to allow for subsequent sectioning both in the longitudinal plane and the transverse plane.
  • Inked Surfaces and Margins: Tissues that have had their surgical margins specifically identified with India ink or another dye require strict attention.
  • They must be so carefully placed that the colored ink will be vividly and clearly visible directly on the cut section on at least one visible aspect.






MICROTOMY

9.1 The Definition and Principles of Microtomy

  • Microtomy is formally defined as the precise mechanical means by which a tissue block can be physically sectioned and subsequently attached to a glass surface for microscopic examination.
  • Microtomes themselves are defined as highly precise instruments that are expressly designed for cutting physical material into incredibly thin sections.
  • These sections must be thin enough to allow for proper light transmission during examination with a microscope.

9.2 The Rotary Microtome Mechanism

  • The Rotary Microtome is, by a wide margin, the most commonly used microtome design found in laboratories today.
  • This specific type of microtome is so-called because a distinct rotary action of a manual handwheel is what mechanically actuates the actual cutting of the sections.
  • In this machine, the block holder is firmly mounted directly onto a heavy steel carriage that rapidly moves up and down.
  • The specimen (attached to the block holder) moves vertically straight down through the sharp cutting surface and then swiftly returns back to the starting position.
  • It is precisely advanced forward by an internal micrometer screw upon every full rotation of the handwheel through a complete angle of 360°.


Microtomy Equipment and Theory

9.3 Types of Microtomes Pathology laboratories utilize varying levels of automation:

  • Manual: Operated entirely by hand.
  • Semiautomated: An excellent example is the autocut microtome. It features a built-in electric motor drive that is operated using combined foot and hand controls. Utilizing suitable accessories, this machine can effortlessly cut exceptionally thin sections falling exactly within the 3-5 µm thickness range.
  • Fully automated: An example of this high-end equipment is an automated cryostat system.
  • For our laboratory, Rotatory Microtome: YSI-060 by Yorco and LEICA RM2245 are used.

9.4 The Scientific Theory of Sectioning

  • The leading theory behind how a microtome works dictates that a profoundly sharp knife featuring an incredibly narrow edge probably wedges off sections from the block by physically splitting and tearing the wax matrix, rather than by simply shearing it smoothly.


  • Consistently successful sections categorically require the following elements:
    1. Proper material: The original biological material must be properly and thoroughly prepared. Crucially, the chosen supporting medium must perfectly match the physical density of the specimen.
    2. A sharp knife: A poorly prepared block of material can sometimes still be successfully cut by an exceptionally good knife. Conversely, a beautifully well-prepared block may be totally and completely ruined by using a poor or dull knife.
    3. A proper microtome: The exact choice of which microtome to use should rely entirely on the specific application needed. Unless the instrument is very old, heavily misused, physically damaged, or of inherently poor quality, the microtome itself is very rarely the root cause of poor tissue sections.
    4. A skilled operator: Practice is the most operative word in the acquiring of actual laboratory skills. A genuinely skilled operator must possess the experience to easily recognize and quickly correct any mechanical difficulties the moment they arise.


The Art of Section Cutting

9.5 Trimming of Paraffin Blocks

  • Before true sectioning can begin, once tissues have been successfully blocked, any excess paraffin located on all aspects of the tissue block should be completely removed.
  • This trimming should cleanly leave approximately 3 mm of clear paraffin completely around the tissue.
  • Somewhat more paraffin wax should intentionally be left available at the very back of the block for stability.
  • Once this initial trimming is fully done, the block is firmly fixed directly to a metal block object holder or a traditional wooden chuck by means of utilizing a hot, wooden-handled spatula to melt the back wax.
  • After mounting, both the microtome knife and the mounted block are thoroughly cooled by means of resting a solid block of ice against them.
  • In order to rapidly arrive at the optimum plane of cutting—where truly adequate sampling of the tissue block can be achieved—coarse trimming is heavily resorted to.
  • During coarse trimming, the microtome setting is dialed heavily up to 20-25 µ.
  • A completely different, specialized 'coarse' knife may be exclusively used for this rough purpose.
  • Alternatively, a different, unused portion of the standard knife may be utilized for coarse cutting to save the main edge.



9.6 Procedure for Fine Cutting using Rotatory Microtome: YSI-060 by Yorco and LEICA RM2245

  • When ready for final slides, the microtome dial is precisely set for the desired final thickness of the sections.
  • For highly cellular tissues, for example, lymph nodes, the thickness selector must be set lower at 4 µm to fundamentally reduce the visual overlapping of the crowded nuclei.
  • For almost all other routine tissues, a standard 5-6 µm thickness setting is highly adequate.
  • The correct and flush position of the properly embedded blocks locked into the microtome will ultimately result in the final perfect preparation of the entire surface.
  • This surface should be completely free of any tears, jagged lines, unwanted folds, or localized cellular distortion.
  • If you observe that the block is absolutely not completely parallel to the knife blade, immediately stop and readjust the heavy block holder screws.
  • Right before cutting, both the block and the knife must be wiped completely dry.
  • The actual cutting is then expertly performed by using regular, highly even strokes of the handwheel.
  • Rapid wheel movement should absolutely never be done.
  • Rapid movement too often vigorously generates static electricity, resulting in sections tending to aggressively fly away, crumble into dust, roll up, or tightly curl.
  • To successfully obtain long ribbons, the initial tissue should be small.
  • Furthermore, the block should be actively able to generate sufficient friction heat and localized pressure to literally wield together the adjoining edges of the paraffin sections as they are sequentially cut.


Section Mounting & Troubleshooting

10.1 Floating and Mounting Sections

  • Whether you are producing single isolated sections or long continuous ribbons, these delicate sections should immediately be placed flat on the surface of water.
  • The temperature of this water bath is highly critical; it must sit exactly 4-8°C below the known melting point of the specific wax that was used to process and block the tissue. For our laboratory, Tissue Water Bath (with thermometer) Yorco (Model: YSI-133) is used.
  • The physical transport of single sections over to the bath may easily be done by means of using an artist's brush.
  • When creating ribbons, delicately hold on to the free end of the section ribbon after about six continuous sections have been successfully cut.
  • Using a pair of fine forceps, gently free the attached end from the blade and smoothly float the entire ribbon straight onto the water bath.
  • When this is done correctly, usually the thin sections naturally unfold themselves and quickly flatten out on the hot water.
  • At times, the stubbornly folded section may not readily unfold in the water bath.
  • This unfolding may be carefully achieved by gently inducing the wax to do so by means of prodding with the artist's brush.
  • It may also occasionally be necessary to directly add droplets of hot water using a dropper pipette to specifically deal with hard wrinkles trapped on an individual section.
  • A sharp dissecting needle or absolutely any other pointed sharp instrument should simply never be used for this task.
  • These sharp instruments are incredibly likely to rapidly produce catastrophic holes right in the delicate tissue section.
  • Finally, the ideally spread sections or perfect ribbons are then carefully transferred directly onto clean, brand new histology glass slides.
  • These slides must be pre-coated with egg albumin to absolutely ensure proper and permanent adhesion of the tissue to the glass slides.


10.2 Complete Troubleshooting Matrix When difficulties in paraffin sectioning arise, consult the following corrective guidelines:

Error

Causes

Corrections

Irregular sections Thick/Thin section (varying thickness)

Insufficient tilt of knife too much or too little clearance angle. Clamping screws on the block and knife holder not tight. Large blocks

Correct tilt and clearance angle. Screw clamp tightly

Scored grooved, smeared and deformed, regular lengthwise scratches and splits in ribbon

Dull knife. Defective knife edge with knick dirt or hard material in the tissue itself, e.g. calcium or mercury salt crystals

Sharpen, clean knife, check edge, check block for dirt, decalcify tissue wherever necessary

Sections fall out after being mounted on slide

Embedding medium of inadequate support and consistency compared to the processed tissue

Reblock tissue or if tissue is hard, cool the block

Mushy sections crumbly sections

Improper fixation. Insufficient dehydration. Insufficient clearing

Reprocess tissue

Tissue jumps out of the block Fragmented sections

Hard brittle tissue in blocks due to prolonged fixation (Zenker's, Helly's and Bouin's fluid. Prolonged treatment in xylene

Take fresh bits or soak the block surface with an alkaline solution such as 10% ammonium hydroxide This will soften the tissue, prevent cracking and facilitate sectioning

Crooked or uneven ribbons

Edges of block not parallel to knife. Block not trimmed parallel. Irregular, but sharp knife edge. Paraffin of different consistencies in different portions of the block as done in re-embedding. One side of the block warmer than the other (e.g. spirit lamp near microtome)

Correct accordingly

Ribbons fail to form

Room too cold. Paraffin too hard. Tilt too much. Section thick. Knife too dull

Use softer paraffin with lower melting point; warm knife. Tilt knife less. Cut thinner sections. Sharpen knife, unroll the section with a brush, but do not detach from knife, a ribbon may form

Wrinkled, compressed, crushed and Jammed sections

Blunt or dull knife (tilt slight; knife edge coated with paraffin). Cutting too rapidly. Room warm. Clearance angle too great. Micrometer screw set too thin for wax hardness

Rectify accordingly

Knife rings and sections scratched

Tilt too great. Material too hard. Knife too thin

Correct accordingly

Sections lifted from knife, Sections stick to knife, Sections fly and stick to microtome or nearby objects

Increased knife tilt. Room too warm. Knife dull. Knife edge dirty. Knife tilt too little. Dull knife. Static electricity due to dry air

Correct accordingly. Increase humidity by boiling water in a pan in the room; ground microtome











Introduction to Routine Staining (H&E)

11.1 Hematoxylin & Eosin Stain Overview Routine histological evaluation relies heavily on the Hematoxylin and Eosin (H&E) stain. The primary hematoxylin formulation utilized in this laboratory is Harris hematoxylin.

Composition of Harris's Alum Hematoxylin

To ensure consistency across batches, the following precise measurements must be used:

Reagent

Quantity

Hematoxylin crystals

5.0 g

Absolute ethyl alcohol

50 mL

Ammonium or potash alum

100 g

Distilled water

1,000 mL

Red mercuric oxide

2.50 g


Preparation of Harris Hematoxylin

11.2 Procedure for Making Harris Hematoxylin

Adhere to the following sequence when preparing the stain:

  • Dissolve the hematoxylin completely in the absolute alcohol.
  • Dissolve the alum salts in the distilled water by applying heat.
  • Remove the alum solution from the heat source and thoroughly mix the two solutions together.
  • Bring the combined mixture to a boil rapidly.
  • Remove the mixture from the heat and slowly add the red mercuric oxide.
  • Reheat the solution until it turns a dark purple color.
  • Remove the vessel from the heat and immediately plunge it into cold water until the solution is cool.
  • The stain is ready to be used as soon as possible.

Important Laboratory Notes:

  • Adding 2-4 mL of glacial acetic acid to every 100 mL of stain increases the precision of the nuclear stain.
  • Always filter the stain before use.
  • Harris alum hematoxylin is utilized as a regressive stain in this laboratory.




Expected Results and Mayer's Variant

Expected H&E Results

  • Nuclei: Will appear blue.
  • Background: Will appear either as the counterstain color or remain unstained.

Mayer's Hematoxylin Formulation

An alternative formulation used in specific scenarios is Mayer's Hematoxylin.

  • Hematoxylin: 1 g
  • Distilled water: 1,000 mL
  • Potash or ammonium alum: 15 g
  • Sodium iodate: 0.2 g
  • Citric acid: 1 g
  • Chloral hydrate SLR: 50 g

Application: Mayer's variant can be used as both a progressive and a regressive stain. Specifically, it is utilized as a progressive nuclear counterstain when demonstrating glycogen.



The Principle of H&E Staining

11.3 Scientific Principle

Understanding the chemical interaction of the dyes is crucial for troubleshooting suboptimal slides.

  • Haematoxylin acts as a basic dye.
  • It actively combines with the acidic components found within the cell nucleus, yielding a distinct dark blue-black color.
  • Conversely, eosin functions as an acidic dye.
  • Eosin stains the cell cytoplasm and the majority of connective tissue fibers in varying shades of pink.







H&E Staining Protocol

11.4 Procedure of Staining: Preparation and Nuclear Staining

Ensure slides are securely racked before beginning the deparaffinization process.

Step

Action

Duration / Detail

1. Deparaffinization

Keep the tissue sections in xylene.

10 minutes each, followed by three complete changes.

2. Rehydration

Process sections through graded alcohol.



Absolute alcohol.

1-2 min.


95% alcohol.

1-2 min.


80% alcohol.

1-2 min.


60% alcohol.

1-2 min.

3. Washing

Wash the slides in running tap water.

1-3 minutes.

4. Nuclear Stain

Stain the sections with Harris's Hematoxylin.

10 minutes.

5. Washing

Wash in running water.

10 minutes.

6. Decolorization

Decolorize using 1% acid alcohol (1% HCl in 70% alcohol) to strip excess stain.

Until optimal differentiation is achieved.

7. Bluing

Wash the slides by running tap water.

10-15 min.

8. Counterstain

Counterstain using 1% aqueous eosin Y.

2-3 min.

9. Dehydration

Process through 95% alcohol.

3 min.


Process through Absolute alcohol.

3 min.


Process through a second Absolute alcohol.

5 min.

10. Clearing

Process through Xylene in two separate jars.

5 min each.

11. Mounting

Mount the coverslip using DPX.



Final Result: The nuclei will appear blue to bluish-black , while the cytoplasm will appear pinkish.




Special Histochemical Stains - PAS

12.1 Periodic Acid Schiff (PAS) Stain Introduction

The PAS stain is a highly versatile histochemical tool used to demonstrate various carbohydrates and related compounds across different tissue types.

Primary Diagnostic Uses:

  • Glycogen and Structures: PAS effectively demonstrates glycogen. It also highlights the basement membrane of glands and glomeruli. Furthermore, it demonstrates the carbohydrate-containing capsules of various fungi, including Cryptococci, Histoplasma, and Blastomycosis.
  • Glycoproteins: It demonstrates mucin, particularly neutral mucin. This is highly helpful for staining the mucin of endocervical glands, intestinal glands, and bronchial glands.

Advanced Diagnostic Uses of PAS:

  • Glycolipids: PAS assists in demonstrating cerebrosides and gangliosides. This is critical for identifying glucocerebrosides accumulated in Gaucher's disease, galactocerebrosides in Krabbe disease , and gangliosides accumulated in rare lysosomal storage diseases.
  • Pigments: It demonstrates certain pigments like lipofuscin and the specific pigments associated with Dubin-Johnson syndrome.
  • Plasma Cells: The Russell bodies found within plasma cells are stained by PAS.

Scientific Principle:

  • Periodic acid oxidizes the hydroxyl group (OH) of the carbohydrate molecule into an aldehyde (CHO) group.
  • These newly formed aldehyde groups then react directly with Schiff's reagent to produce a distinct magenta-colored compound.


PAS Staining Protocol

12.2 Step-by-Step PAS Procedure

  • Deparaffinize the tissue sections.
  • Pass the section or smear through graded lower concentrations of alcohol to bring it to water.
  • Oxidize the tissue with 1% periodic acid for 5-10 minutes.
  • Clean the slide with water.
  • Immerse the slide in Schiff's reagent for 20-30 minutes.
  • Clean the slide in running tap water for 5 minutes.
  • Counterstain the tissue using haematoxylin.
  • Wash the slide in tap water to achieve blueing.
  • Dehydrate the tissue using absolute alcohol.
  • Clear the slide in xylene.
  • Mount the coverslip using DPX.

Expected Results:

  • Glycogen and Glycoprotein: Will present a vivid magenta color.
  • Materials Positive for PAS Reaction Include: Glycogen, starch, mucin, reticulin, basement membranes, and fungal capsules.


Connective Tissue Staining - Van Gieson

13.1 Van Gieson's Stain Introduction

This stain is specifically utilized to differentiate collagen from other types of connective tissue.

Scientific Principle

  • The van Gieson's stain acts as a mixture containing both picric acid and acid fuchsin.
  • When these solutions are combined, the physically small molecules of picric acid rapidly penetrate all of the tissues.
  • However, these small molecules are only firmly retained within the close-textured structures of red blood cells and muscle tissue.
  • Conversely, the larger molecules of the fuchsin solution actively displace the picric acid molecules out of the collagen fibers.
  • This occurs because collagen features larger pores, which readily allow the larger fuchsin molecules to enter and bind.


Van Gieson Formula and Protocol

13.2 Formula Preparation

  • Acid fuchsin 1% aqueous solution: 10 mL.
  • Picric acid saturated aqueous solution (approximately 1%): 100 mL.

13.3 Procedural Steps

  • Bring the tissue sections down to water.
  • Rinse the slides in distilled water.
  • Stain the sections using freshly prepared Weigert's hematoxylin for exactly 40 minutes.
  • Wash the slides in distilled water.
  • Immerse and stain the sections in the van Gieson solution for 1-3 minutes.
  • Dehydrate the tissue rapidly in 95% alcohol.
  • Crucial Step: Do not use water during the dehydration phase.
  • Clear the sections and mount the coverslip.

13.4 Expected Results

  • Collagen: Red.
  • Muscle and other non-collagenous tissue: Yellow.
  • Nuclei: Dark blue.


Reticulin Stain Principles

14.1 Reticulin Stain Overview

The demonstration of delicate reticulin fibers is essential for assessing tissue architecture, particularly in the liver and lymphoid organs.

14.2 Scientific Principle

  • The overall staining procedure for reticulin functions as an impregnation method.
  • The native aldehyde groups present within the carbohydrate portion of reticulin fibers act to reduce a colorless silver complex.
  • This reduction transforms the complex into a dark brown oxide of silver, which then precipitates in particulate form directly onto the reticulin fibers.

14.3 Chemical Variants:

  • Methods like Foot, Bielschowsky-Maresch, Perdrau Da Fano, Wilder, Gorden and Sweet's, Gomori, and Lillie all utilize silver oxide or hydroxide dissolved in an ammoniacal solution.
    • Reaction: AgNO3 + NaOH = AgOH + NaNO3.
  • Variants like del Rio Hortega, Foot, and Laidlaw utilize an ammoniacal solution of silver carbonate.
    • Reaction: 2AgNO3 + Li2CO3 = Ag2CO3 + 2LiNO3.
  • In the carbonate methods, the precipitated silver carbonate is subsequently dissolved using ammonia water, which yields ammonium silver carbonate.
    • Reaction: Ag2CO3 + 4NH3 = [Ag(NH3)2]2CO3.
  • Ultimately, either ammonium silver carbonate (in Laidlaw's method) or ammonium silver oxide/hydroxide (in other methods like Foot's) is reduced to a dark brown silver oxide by the reticulin fibers, and is then subsequently reduced to a pure black metallic silver by the action of formalin.

14.4 Gomori's Silver Impregnation Method for Reticulin Fibres This remains the method of choice for this laboratory.



Preparation of Modified Silver Solution

  • In a flask or test tube, combine 4 parts of 10% aqueous silver nitrate with 1 part of 10% potassium hydroxide; this causes the silver to deposit.
  • Mark the fluid volume, remove the supernatant, and wash the deposit several times using distilled water.
  • Make it back up to the original marked volume with water to ensure a cleaner background.
  • Add strong ammonia (0.880) drop by drop until the deposit has just dissolved.
  • Add 10% silver nitrate drop by drop again until the solution takes on a very faint sheen.
  • Make this solution up to twice its current volume using distilled water.
  • While best used freshly prepared, this solution is viable for 24-36 hours.


Gomori's Reticulin Protocol

14.5 Procedural Steps

  • Bring the tissue sections to water.
  • Oxidize the tissue using 1% potassium permanganate for 1-2 minutes, then rinse in tap water.
  • Decolorize the sections using 3% potassium metabisulphite for 1 minute; rinse in tap water.
  • Sensitize the tissue in 2% iron alum for 1 minute.
  • Wash in tap water for 2-3 minutes, followed by a rinse in 2-3 changes of distilled water.
  • Impregnate the tissue in the prepared silver solution for 3 minutes.
  • Rinse the slides quickly in distilled water.
  • Reduce the silver by immersing in 10% formalin in tap water for 3 minutes.
  • Wash the slides in running water for 2-3 minutes, and rinse in distilled water.
  • Tone the sections in 1:500 yellow gold chloride for 5-15 minutes.
  • Rinse in distilled water.
  • Reduce the toning using 3% potassium metasulphite for 1 minute, then rinse in distilled water.
  • Fix the stain in 3% sodium thiosulphite for 1 minute.
  • Wash in water.
  • Dehydrate, clear, and mount the coverslip.

Results: Reticulin fibres will appear dark violet to black. If a nuclear stain like hematoxylin or nuclear fast red is applied, the nuclei will stain blue or red, respectively.




Introduction to Acid-Fast Staining (ZN)

15.1 Ziehl-Neelsen (ZN) Staining for Acid Fast Bacilli

The ZN stain is a cornerstone technique for the rapid identification of mycobacterial infections.

15.2 Scientific Principle

  • The fundamental property of acid-fastness is entirely based on the presence of mycolic acids located within the cell wall of mycobacteria.
  • During the staining process, the primary stain (fuchsin) actively binds to these cell-wall mycolic acids.
  • Even subjected to intense decolorization utilizing strong acid or acid/alcohol, the primary stain is not released from the cell wall, allowing the mycobacteria to fiercely retain the red color of the fuchsin (hence the term "acid-fastness").
  • Finally, counterstaining the smear with methylene blue provides a stark, contrasting background to make visualization easier.



ZN Equipment and Reagents

15.3 Equipment and Materials Required for ZN Staining

Ensure the bench is fully stocked with the following supplies before handling potentially infectious samples.

Basic Setup

Reagents & Optics

Alcohol sand jar (only if a loop is used; not needed with disposable sticks)

Staining reagents

Bunsen burner or spirit lamp

250 ml staining bottles with spouts

Gas or burning spirit torch

Beaker for rinsing water

Diamond pencil or lead pencil (if frosted-end slides are available)

Sink and water supply

Small filter paper appropriate for funnel size

Disinfectant solution

Small funnels for filtering active solutions

Immersion oil (synthetic, refractive index 1.5180 ± 0.0004 per DIN/ISO). Do not use cedarwood oil.

Forceps

Microscope (preferably binocular, with parfocal lenses, electric light or mirror, mechanical stage, 100x objective, 10x eyepiece)

Lens paper or soft tissue paper

Slide drying rack and staining rack

Plastic bag for waste disposal

Slide boxes

Bamboo/wooden sticks or wire loops

Oil-absorbing paper


Standard ZN Protocol for M. tuberculosis

15.4 Reagent Preparation: Carbol Fuchsin

  • Basic fuchsin: 1 g.
  • Absolute alcohol: 10 ml.
  • 5% alcohol (aqueous): 100ml.
  • Dissolve the basic fuchsin entirely into the alcohol, and then add the 5% phenol.

15.5 Staining Steps for M. tuberculosis

  • Bring the tissue sections down to water.
  • Stain using hot carbol fuchsin. This can be done in a Coplin jar set in a 56°C oven for 30 minutes, or by covering the section with a small filter paper square (to prevent precipitation), flooding the slide, and heating it until it steams, leaving it for 10 minutes.
  • Wash in water to flush away excess stain.
  • Differentiate the slide in 3% hydrochloric acid mixed in 70% alcohol. Continue until the tissue becomes a very pale pink color when washed in water (this takes approximately 5-10 minutes).
  • Wash the slide thoroughly in water.
  • Counterstain lightly using 0.1% methylene blue for exactly 10-15 seconds. Note: If the counterstain is too heavy, the bacilli will become exceedingly difficult to find.
  • Wash in water.
  • Dehydrate, clear, and mount using D.P.X.


Modified ZN Protocol for M. leprae

Staining of M. leprae (Modified ZN Staining) Because M. leprae is notably not as strongly acid-fast as M. tuberculosis, the differentiation step requires critical modification. A gentler 1% alcohol solution should be used for differentiation in the previously described technique to prevent stripping the stain from the organism.

15.6 Alternative M. leprae Protocol Steps

  • Deparaffinize the sections using equal parts of liquid petroleum and rectified turpentine.
  • Gently blot the slide with filter paper until it achieves a semi-dry appearance.
  • Wash the slide in water for exactly 5 minutes.
  • Stain the tissue in carbol fuchsin for 25-30 minutes at standard room temperature.
  • Wash in water and blot the slide dry with filter paper.
  • Decolorize the slide utilizing 10% sulphuric acid.
  • Wash in water for a full 10 minutes.
  • Counterstain the tissue lightly in 0.1% methylene blue for 10-15 seconds.
  • Blot the slide with filter paper and immediately place it into a 56°C incubator to dry.
  • Clear the slide in xylene and mount using D.P.X.


Interpreting Acid-Fast Results

15.7 Visualizing ZN Stains

  • Acid-fast bacteria: Will appear as a bright red or pink color.
  • Background: Will appear blue or green, strictly depending on the specific counterstain utilized. The acid-fast bacilli will appear distinctly bright red against this blue-counterstained background material.

15.8 Diagnostic Criteria

  • A report is officially considered positive for AFB when the background is adequately bluish and at least one single red AFB is positively identified in a well de-stained smear. This rule holds true even if the identified AFB happens to be a mycobacteria species other than true tubercle bacilli.
  • Morphologically, tubercle bacilli are quite variable in their physical shape, ranging from very short fragments to highly elongated types.
  • Their typical appearance is usually described as being rather long and slender, slightly curved rods.
  • They may present as uniformly stained, or they may exhibit one or many visible gaps, and can even appear granular.
  • They are typically found occurring singly or clustered in small groups, and are only rarely seen in massive clumps.


Standardized Reporting & Grading

15.9  Reporting Standards: To ensure clinical consistency, the laboratory strictly utilizes international guidelines for grading positive smears.

Grading of Tubercular Bacilli (WHO/CDC Guidelines) Grading based on Ziehl Neelsen microscopy staining smears.

Examination Finding

Result

Grading

No. of fields to be examined

More than 10 AFB per oil immersion field

Positive

3+

20

1-10 AFB per oil immersion field

Positive

2+

50

10-99 AFB per 100 oil immersion fields

Positive

1+

100

1-9 AFB per 100 oil immersion fields

Scanty

Record exact number seen

100

No AFB per 100 oil immersion fields

Negative

0

100

Grading of Lepra Bacilli (WHO) The number of bacilli observed in each individual field is formally recorded as the Bacillary index.

Grade

Bacillary Count

1+

1-10 bacilli / 100 fields

2+

1-10 bacilli / 10 fields

3+

1-10 bacilli / one field

4+

10-100 bacilli / one field

5+

100 - 1000 bacilli / field

6+

> 1000 bacilli / field



















Introduction to Immunohistochemistry (IHC)

16.1 Introduction to IHC

  • Immunohistochemistry (IHC) is an extraordinarily powerful diagnostic tool in the armamentarium of the modern diagnostic surgical pathologist.
  • This technique utilizes both monoclonal and polyclonal antibodies specifically for the precise detection of specific antigens located within tissue sections.
  • It is widely and critically used for the diagnosis of cancers.
  • This diagnostic utility exists because specific tumor antigens are either expressed de novo or actively up-regulated in certain types of cancers.
  • Consequently, IHC plays an exceptionally important role across pathology, and is particularly vital in the focused subspecialties of oncologic pathology and neuropathology.


The Core Principles of IHC

16.2 Scientific Principle

  • The fundamental principle of IHC involves using a specific antibody, which has been induced by a specific antigenic determinant (defined as the absolute smallest unit of antigenicity).
  • These specific antibodies are deployed as microscopic probes to accurately detect the exact morphological position of target antigens within tissue sections or other forms of cell preparations.
  • However, a critical limitation of light microscopy is that neither the isolated antigen, the antibody itself, nor the resulting antigen-antibody complex can be natively seen.
  • To overcome this, these microscopic elements must be purposefully 'coloured' or 'tagged' utilizing a secondary method that effectively permits their visual observation under the microscope.







Manual IHC Protocol (Preparation to Retrieval)

16.3 Steps for Application of IHC Markers

Follow this precise sequence for manual IHC slide preparation:

Step

Laboratory Action

Details

1. Deparaffinization

Heat the sections on a Yorco slide warming table at 65-70°C for 3-5 minutes.

After heating, dip the slides twice in xylene for exactly 5 minutes each.

2. Rehydration

Pass the sections serially through graded ethyl alcohols.

Use 95%, 80%, 70%, and 50% concentrations for 5 minutes each.

3. Washing

Wash the slides under running tap water.

Maintain the wash for 5 minutes.

4. Antigen Retrieval

Immerse the slides directly into EDTA buffer (Bio Genex).

Heat the immersed slides in a microwave oven at 95° for 20 minutes.

5. Cooling

Allow the slides to cool gently.

Cool at room temperature for 20 minutes.

6. Endogenous Peroxidase Blocking

Keep slides in a moist chamber and dip in a specific blocking mixture (Ultravision H2O2 Block).

Mixture consists of 50 ml methanol combined with 1.5 ml of hydrogen peroxide; dip for 5 minutes.

7. Buffer Wash

Wash the slides using Tris buffered saline (pH 8).

Perform 2 separate washes for 5 minutes each.


Manual IHC Protocol (Antibody Application)

16.3 Steps for Application of IHC Markers

Step

Laboratory Action

Details

8. Primary Antibody

Add the specific primary antibody (Quanto) directly to the sections as required for target antigen detection.

Use a dilution of 1:50 and incubate the slides in a moist chamber for 2 hours at room temperature.

9. Buffer Wash

Wash slides in phosphate buffered saline (PBS).

Perform 2 separate washes for 5 minutes each.

10. Super Enhancer

Add Super enhancer (Thermo scientific-membrane reagent and a primary antibody diluent).

Incubate the slides in a moist chamber for 10 minutes.

11. Buffer Wash

Wash with PBS again.

Perform 2 washes for 5 minutes each.

12. Secondary Antibody

Apply the secondary antibody (HRP-Horse Radish Peroxidase) to the tissue sections.

Incubate for exactly 10 minutes.

13. Buffer Wash

Wash in PBS.

Perform 2 washes for 5 minutes each.

14. Chromogen Application

Add Diaminobenzidine (DAB) chromogen (Quanto) mixed in DAB buffer.

Mix 1 drop chromogen DAB with 1 ml of DAB buffer and incubate slides for 5 minutes.







IHC Counterstaining & Strict Precautions

16.3 Steps for Application of IHC Markers

Step

Laboratory Action

Details

15. Final Wash

Wash the slides thoroughly with distilled water.


16. Counterstain

Counterstain the tissue by dipping the slide in Mayer's Hematoxylin.

Dip the slides for exactly 30 seconds.

17. Wash

Wash the slides again with distilled water.

Maintain the wash for 5 minutes.

18. Dehydrate & Clear

Dehydrate the tissue by dipping in ascending grades of ethyl alcohol (70%, 80%, and 100%), followed immediately by xylene.

Keep the slides for 2 minutes in each distinct bath.

19. Mount

Air dry the slides and finally mount them securely in DPX.



Results: The specific antigen of interest will be clearly stained brown.



16.4 Precautions During IHC Staining

Precaution

Laboratory Action

Details

Heat Fixation

Heat-fix paraffin sections, ensuring the heating time does not exceed 2-6 hours.

Slides may be heat-fixed well in advance of the actual staining procedure.

Slide Coating

Alternatively, slides may be coated with poly-L-lysine prior to sections being taken onto them.

This heavily ensures better fixation of the sections onto the slides straight through all rigorous steps of staining.

Hydration

Never allow the tissue sections to dry out.

This rule strictly applies at every single step of the staining protocol.

Reagent Handling

All reagents must be stored in the refrigerator.

Crucially, all reagents must be allowed to completely reach room temperature before they are used.

Antibody Prep

Fresh dilutions of antibodies must always be made.

These dilutions must be prepared immediately prior to use.



IHC Troubleshooting Matrix

16.5 Troubleshooting Guide for IHC Consult the following diagnostic matrix if staining results are suboptimal. Note that crushed, necrotic, and hemorrhagic tissue can natively exhibit non-specific staining. Only the active staining pattern of viable cells should ever be considered for clinical interpretation.

Issue Observed

Potential Causes to Investigate

Non-Staining of Any Slides

Staining steps were not performed in the strictly correct order. Omission of the antibody incubation step. Sodium azide is present in the buffer system. Improper concentration of hydrogen peroxide used. Specimens were not counterstained properly. Specimens dried out during the staining procedure. Improper initial fixation and processing of the tissues.

Weak Staining Across All Slides

Specimens retained far too much liquid after the buffer baths. Use of an old or expired substrate solution. The incubation time was too short. Improperly diluted antibody solutions were applied.

Excess Background Staining

Endogenous peroxidase activity was not completely removed. Non-specific binding to the specimen occurred. The non-immune serum utilized was hemolyzed. Improper antibody dilutions. Improper initial tissue fixation. Use of whole serum antibodies. Excessive application of tissue adhesive. Improper rinsing of the slides between steps. Overdevelopment of the substrate solution. Increased physical thickness of the specimen.



Ventana Benchmark GX: Startup & Loading

17.1 Standard Operating Procedure for VENTANA BENCHMARK GX

The Ventana Benchmark GX requires a highly specific sequence for initialization and loading.

17.2  Start Run Sequence

  1. Switch on the laboratory computer system.
  2. Double click directly on the Ventana software icon.
  3. Switch on the primary power button, which is located directly below the main instrument.

17.3  Print Barcode Label Protocol

  1. Click firmly on the barcode icon, which is located on the Ventana software function button row.
  2. Click on protocols.
  3. Select the specific protocols you intend to stain.
  4. Click close/print only after meticulously entering the specific biopsy number onto each individual protocol label.
  5. Stick the laminated cover smoothly onto each printed barcode label.

17.4 Loading of Slides

  1. Carefully place the slides onto the thermopad. Ensure the barcode is facing inwards, placing towards the absolute center.

17.5 Loading of the Reagents

  1. On the designated reagent tray, carefully load the specific reagents of the Ultraview DAB kit maintaining the exact same sequence as it was originally received.
  2. Next, load both the hematoxylin and the Bluing reagent directly into the reagent tray.
  3. Finally, physically place the loaded reagent tray onto the top of the machine's reagent loading position.



Ventana Benchmark GX: Staining Run Initialization

17.5  Starting Immunohistochemistry Staining on Ventana Benchmark GX

Once loaded, follow this sequence to execute the automated staining run:

  1. Click the "run" function button located directly on the Ventana software screen.
  2. Select the option confirming that the reagent tray is loaded and the reagent cap is actively removed.
  3. Accurately enter the total number of slides loaded.
  4. Click "start run".
  5. The instrument will automatically pause its run, stopping so the operator can manually add primary antibodies.
  6. Manually open the slide tray.
  7. Carefully add exactly 100 microliters of the designated primary antibodies directly onto the particular target slide.
  8. Securely close the slide tray.
  9. Push the physical Ventana button, which is located on the left side panel of the main instrument.
  10. Wait patiently; after run completion, manually open the slide tray.
  11. Click the "signoff" button within the software interface.
  12. Manually rinse the completed slides in a bath of 100% Alcohol for exactly 4 minutes.
  13. Rinse the slides again in xylene for exactly 2 minutes, and then finalize by mounting with DPX.

Ventana Benchmark GX/XT: Bulk Reagent Preparation

Bulk Fluid Preparation Guidelines

Maintaining fluid reserves is vital to uninterrupted automated running.

17.6 Preparation of EZPrep Solution

  1. In the specifically designated EZ Prep bulk fluid carboy, add exactly 18 liters of clean deionized water, and then add exactly 2 liters of the concentrated EZ prep solution.
  2. Then, carefully fill this newly mixed EZ prep solution directly into the instrument's active bulk fluid carboy.

17.8  Preparation of SSC Solution

  1. In the specifically designated SSC bulk fluid stock solution carboy, add exactly 8 liters of 2X deionized water, and then add exactly 2 liters of the concentrated SSC solution.
  2. Then, carefully fill this mixed SSC solution into the instrument's bulk fluid carboy.

17.9 Preparation of Reaction Buffer

  1. In the specifically designated Reaction buffer fluid stock solution carboy, add exactly 18 liters of deionized water, and then add exactly 2 liters of the concentrated reaction buffer solution.
  2. Then, carefully fill the mixed reaction buffer into the instrument's bulk fluid carboy.

Registration of Bulk and Kit Reagents

  • Bulk Fluids: EZ Prep, LCS, SSC, Reaction Buffer, and CCl arrive in 2-liter bottles featuring an RFID button on the top. On the Ventana software, click "register", select "register Ventana products", place the physical registration wand directly on top of the RFID button, and click finalize.
  • Ultraview DAB Kit: This kit also features an RFID button right on the kit box. Follow the exact same registration steps, placing the wand on the kit box's RFID button to finalize.

Ventana Benchmark: Her2neu & Protocol Creation

18.1 Automated Staining for Her2neu

For this specific breast cancer marker, the protocol slightly diverges:

  1. Follow the standard initialization steps from section 1.1.
  2. Click on the barcode icon located on the Ventana software function button row.
  3. Click "protocols".
  4. Specifically select the "Her2neu" protocol.
  5. Click close/print only after meticulously entering the biopsy number on the label.
  6. Stick the laminated cover on each printed barcode label.
  7. Click the "run" function button on the software screen.
  8. Select the option confirming the reagent tray is loaded and the reagent cap is removed.
  9. Enter the precise number of slides loaded.
  10. Click "start run".
  11. Wait for completion, then open the slide tray.
  12. Click the "signoff" button in the Ventana software.
  13. Rinse the completed slides in 100% Alcohol for exactly 4 minutes.
  14. Finalize by rinsing the slides in xylene for 2 minutes and mounting with DPX.

18.2 Creating New Digital Protocols

When an entirely new protocol must be established in the software:

  1. Click directly on "protocols".
  2. Select "create/edit protocol".
  3. First, select either paraffin or frozen for the appropriate baseline protocol.
  4. Select "deparaffinisation".
  5. Select "conditioner #1".
  6. Select the appropriate duration for the protocol (options are: SHORT, MILD, STANDARD, or EXTENDED).
  7. Select the specific AB (antibody) incubation timings.
  8. Select the 37 degrees temperature setting.
  9. Select "titration" if you will be manually adding antibodies.
  10. Select "Antibody" if the antibodies were purchased directly from Ventana.
  11. Select the exact incubation timings for the primary antibody.
  12. Select the desired counterstain.
  13. Select haematoxylin and input the incubation timings explicitly preferred by the presiding pathologist.

Finally, select the bluing reagent and input the incubation timings specifically preferred by the pathologist







Tissue Decalcification Protocols

19.1 Introduction to Decalcification

To ensure high-quality microscopic sections and prevent catastrophic damage to the microtome blades, all calcified tissues need to be decalcified before processing. The decalcification process removes calcium salts from the tissue while leaving the surrounding cellular architecture intact. The laboratory utilizes three distinct types of decalcification protocols depending on the size, density, and diagnostic requirements of the specimen.

19.2 Preparation of Formic Acid Formalin Reagent

For specific mild decalcification protocols, the lab requires freshly prepared Formic acid formalin. The precise composition is as follows:

  • 10% formic acid: 10 ml.
  • Distilled water: 85 ml.
  • 40% formaldehyde: 5 ml.


19.3 The Three Decalcification Protocols

Selection of the correct protocol is vital to balance the speed of calcium removal against the preservation of tissue morphology and antigenicity.

Decalcification Protocol Matrix

Protocol Type

Target Specimens

Fixation Method

Active Decalcifying Agent

Duration

Protocol 1: Mild

Bone marrow biopsies, J needle bone biopsies, curettage, and small bone biopsies.

Fixed in acetic acid-zinc-formalin fixative (AZF) overnight.

Mixture of formic acid and formalin.

5-6 hours.

Protocol 2: Strong

Larger bone specimens such as mandibulectomies, limbs, etc.

Simultaneous fixation and decalcification.

10% buffered formalin (90ml) and nitric acid (10ml), followed by 10% nitric acid kept at 37°C.

Variable (monitored).

Protocol 3: Light

Firm tissues which are less calcified, like tracheal margins and pinna of ear.

Simultaneous overnight fixation and decalcification.

10% buffered formalin (95ml) and nitric acid (5ml), followed by 5% nitric acid solution.

5-6 hours.



Decalcification Execution & Endpoint Monitoring

19.4 Detailed Protocol Execution

  • Protocol 1 (Small Sized Bony Tissues): Following overnight fixation in AZF, the small bone fragments are submerged in the formic acid/formalin mixture. A major benefit of using this specific mild protocol is that the tissue antigenicity is largely preserved.
  • Protocol 2 (Larger and Harder Bony Bits): These gross specimens are examined and cut using a bone saw into sections that can be accommodated into the cassettes. They are initially put in the 10% buffered formalin and nitric acid mixture, which allows fixation and decalcification simultaneously. To hasten the decalcification of these dense tissues, the bony tissue is then decalcified using 10% nitric acid kept at exactly 37°C.
  • Protocol 3 (Firm, Less Calcified Tissues): For tissues requiring only mild intervention, they are first put in the respective 10% buffered formalin and nitric acid (95ml/5ml) mixture for simultaneous overnight fixation and decalcification. They are then transferred and decalcified with a 5% nitric acid solution for 5-6 hours.

19.5 Endpoint Monitoring and Neutralization

Determining the exact endpoint of decalcification is the most critical step of the procedure.

  • Monitoring: The tissue is continuously checked for completion of decalcification; if further decalcification is needed, the tissue is retained in the nitric acid solution for a longer period. The sections should be checked physically with the help of a pin, at least twice a day, for assessing the completion of decalcification.
  • The Danger of Over-Decalcification: Nitric acid acts more rapidly than the milder formic acid, but is inherently harsher on the tissues. Hence, the end point of decalcification should be carefully monitored by repeated examination of the tissues. Prolonged decalcification can adversely affect the staining quality of both routine H & E stains and so too IHC reactivity.
  • Washing: Immediately after achieving complete decalcification, the tissues should be continuously rinsed in running water. This requires 30 minutes for small biopsies and 3 to 4 hours for big tissue sections.
  • Acid Neutralization: Finally, the tissue is put in 70% alcohol for 30 minutes to completely remove any residual acid. This step is absolutely mandatory; otherwise, the haematoxylin stain will not be picked up by the tissue. Once neutralized, the tissue is now ready to be taken for processing.





Introduction & Principles of Frozen Sections

20.1 Principles of Cryosectioning

  • The frozen section procedure is a critical pathological laboratory procedure designed to perform rapid microscopic analysis of a fresh specimen.
  • It is utilized most frequently during active oncological surgery.
  • The formal technical name for this specific procedure is cryosection.
  • The physical principle dictates that when a tissue is rapidly frozen, the native water inside the tissue turns directly to ice.
  • In this frozen state, the tissue becomes remarkably firm, and the internal ice acts structurally as an embedding medium.
  • Unfixed tissues section well at temperatures ranging from -20 to -25°C.
  • Fixed tissues require a notably higher sectioning temperature of -10°C.


Frozen Section Indications & Freezing Techniques

20.2 Clinical Indications for Frozen Sections

  • To provide an urgent diagnosis during ongoing surgery (differentiating between benign and malignant lesions).
  • To rapidly assess the involvement of surgical resection margins by malignancy (e.g., basal cell carcinomas).
  • To identify the presence of ganglion cells in suspected Hirschsprung disease.
  • For specialized enzyme histochemistry (e.g., ATPase or NADPH in muscle biopsy samples).
  • For non-enzyme histochemistry (such as lipid or carbohydrate tracking).
  • To prepare tissue for Direct Immunofluorescence (DIF), or silver and gold impregnation methods.
  • To rapidly identify the specific type of tissue sampled (e.g., confirming parathyroid gland tissue).

20.3 Techniques for Tissue Freezing

The lab utilizes various freezing techniques depending on the need:

  • Liquid nitrogen (-190°C).
  • Isopentane cooled by liquid nitrogen (-150°C).
  • Dry ice (-70°C).
  • Carbon dioxide gas (-70°C).
  • Aerosol sprays (-50°C).

The Method of Choice: A combination of isopentane and liquid nitrogen.

  • Why not liquid nitrogen alone? It causes the formation of vapor bubbles around the tissue, acting as a thermal insulator that inhibits rapid, even cooling, thus leading to severe freeze artifact.
  • The Isopentane Advantage: Isopentane possesses high thermal conductivity. It is cooled to -160°C by immersion in liquid nitrogen, and then the tissue is directly immersed into the isopentane.

Cryostat Equipment & Optimal Temperatures

20.4Cryosection Equipment Requirements

  • The Cabinet: The internal temperature of both the microtome and the cryostat chamber must be continuously monitored. The microtome is housed directly inside the chamber under constant temperature control.
  • Most standard unfixed material will section exceptionally well between -15 and -23°C.
  • Accessories: The setup requires cryoembedding media, sharp disposable blades, a quick freeze shelf possessing space for up to 10 specimen discs, and an antiroll plate.
  • Antiroll Plate Details: Made of plexiglass or hard plastic, it is aligned exactly parallel to and just slightly above the knife edge to actively prevent the upward curling of the delicate frozen section.
  • OCT Compound: The Optimum Cutting Temperature (OCT) compound is composed of 10.24% polyvinyl alcohol, 4.26% polyethylene glycol, and 85.5% non-reactive ingredients.
  • For our Laboratory, Thermo Scientific (Model: HM 525 NX) is used.


Optimal Tissue Freezing Temperatures

Tissue Type

Optimal Temperature Range

Brain, liver, spleen, uterine scrapings

-7 to -10°C

Liver, bladder, thyroid, testicular tissue

-10 to -13°C

Muscle, skin, kidney, adrenal, uterus

-13 to -16°C

Lung, heart, intestine, cervix, pancreas, ovary, prostate

-16 to -20°C

Bone marrow, fat, breast

-20 to -25°C

Breast with fat

-25 to -30°C





Step-by-Step Frozen Section Protocol (Thermo Scientific (Model: HM 525 NX)

20.5 Steps of the Frozen Section Procedure

  1. Preparation: Gross and appropriately cut the surgical specimen.
  2. Embedding: Place the small piece of tissue directly in the center of the mold. Pour OCT over the tissue in excess. Firmly place the tissue holder or chuck directly over the tissue into the overflown OCT.
  3. Loading: Load the embedded tissue into the frozen section chamber.
  4. Blade Setup: Securely load the cutting blade.
  5. Trimming: Trim the tissue; you will know the tissue is thoroughly frozen when it loses its normal or natural color and takes on a whitish color.
  6. Sectioning: Perform cuts; perfectly usable cuts are achieved at a machine clearance angle of 10 degrees or more.
  7. Lifting: Carefully lift the section onto a slide.
  8. Fixation: Perform immediate fixation by plunging the slide into methanol for 1 minute, or 95% ethanol for a few seconds.
  9. Staining: Stain the section using the routine H&E method. Alternatively, use Toluidine method, Methylene Blue, or Methyl violet specifically for amyloid.

20.6 Advantages and Disadvantages

  • Advantages: It is the absolute fastest of all histological methods. It is excellent for preserving targets for IHC, IF, and ISH. Depending heavily upon the tissue, it is often the easiest to section.
  • Disadvantages: It yields the poorest overall cellular morphology. It is highly prone to severe freezing artifact, meaning the tissue absolutely must be snap-frozen properly.


Frozen Section Troubleshooting Matrix

20.7 Troubleshooting in Frozen Section

Observed Problem

Root Cause

Corrective Solution

Freezing Artefact

Formation of ice crystals within the tissue bed. Tissues naturally containing high water content show more of this artefact.

Freeze the tissue highly rapidly via snap freezing. Ensure the tissue specimen is not resting in saline solution prior to freezing.

Uneven Tissue Embedding

The physical surface of the cut tissue is uneven, meaning vital diagnostic information may be entirely lost.

Manually make the tissue flat and even at the designated cutting surface prior to freezing.

Block Loosens During Chucking

The metal chuck may have been far too cold when the tissue was initially placed onto it.

Take the tissue completely out and forcefully reattach it onto a clean chuck that is not excessively cold.

Tissue Crumpled

The tissue within the block is either too warm or excessively cold.

Ensure the tissue block is brought to the optimum temperature range: -15°C to -20°C.

Chattering Artefact

The absolute temperature of the block is too cold, rendering the tissue rock hard. Consequently, the blade will chop the tissue into thick and thin strips at regular intervals.

Bring the block up to optimum temperature. Gently pressing a gloved finger against the cut surface of the block can rapidly make the block warmer.

Thin Stripe in Tissue

A perpendicular tear running through the tissue is caused by microscopic nicks on the blade edge.

Completely replace the blade with a sharper or brand new one.

Widely Striped & Tearing Tissue

This catastrophic failure happens if the tissue is physically sticking to the blade face.

Clean the blade face thoroughly or replace it entirely with a new one.


Contraindications for Frozen Section Analysis

20.8 Introduction to Frozen Section Contraindications While cryosectioning is an invaluable tool for rapid intraoperative consultation, it is not universally applicable. Certain tissues and clinical scenarios present strict pathological and diagnostic contraindications for frozen section analysis. In these specific cases, freezing the tissue actively compromises the final, definitive diagnosis, induces severe morphological artifacts, or permanently wastes limited, irreplaceable diagnostic material.

20.9 Pathological and Diagnostic Contraindications Certain tissues undergo severe morphological distortion (freezing artifact) during cryosectioning. If a lesion is very small, or if its diagnosis relies on incredibly fine cytological and architectural details, subjecting it to a frozen section is clinically contraindicated.


Tissue Type / Suspected Lesion

Reason for Contraindication

Preferred Diagnostic Approach

Primary Melanocytic Lesions (Suspected Melanoma)

Freezing artifacts completely distort nuclear atypia and cellular architecture. Furthermore, it shrinks the tissue, making accurate Breslow thickness measurement and margin evaluation impossible.

Excisional biopsy followed by routine formalin fixation and permanent H&E sectioning.

Lymph Nodes for Primary Lymphoma Diagnosis

Freezing artificially crushes lymphocytes and distorts the delicate follicular architecture and nuclear details strictly required for accurate WHO classification.

Submit fresh tissue for flow cytometry and molecular studies; fix the remainder in formalin for permanent sections.

Thyroid Follicular Lesions

Differentiating a benign follicular adenoma from a malignant follicular carcinoma strictly requires the identification of capsular or vascular invasion. This cannot be reliably assessed on limited frozen samples.

Defer diagnosis to permanent paraffin sections where the entire capsule can be extensively sampled and reviewed.

Parathyroid (Adenoma vs. Hyperplasia Evaluation)

While frozen sections are useful to simply confirm the presence of parathyroid tissue, using them to differentiate between an adenoma and hyperplasia is contraindicated. Freezing artifacts distort the delicate cellular architecture, making definitive diagnosis unreliable.

Confirm tissue presence only; defer definitive architectural evaluation and diagnosis to permanent sections.

Small Breast Lesions (≤ 1.0 cm) & Papillary Lesions

Freezing depletes the tiny amount of diagnostic tissue available. Freezing artifacts make it nearly impossible to confidently distinguish between atypical ductal hyperplasia, DCIS, and invasive carcinoma.

Routine processing and permanent sectioning to preserve tissue for essential IHC markers (ER, PR, HER2).

Extensively Necrotic, Hemorrhagic Tissue, or Endometrial Biopsies

These areas contain dead cells, massive blood clots, or highly fragmented material (in the case of endometrial curettings). They offer essentially zero viable diagnostic information on frozen section and processing them risks wasting the limited sample.

Gross examination to locate viable tissue; defer highly fragmented/bloody samples to routine permanent sections.

Heavily Calcified Tissue or Intact Bone

Un-decalcified bone cannot be cut at -20°C. It will catastrophically shatter the microtome blade, heavily score the tissue, and yield entirely unreadable slides.

Tissue must undergo standard decalcification protocols prior to any sectioning.














Direct Immunofluorescence (DIF) Introduction & Transport

21.1 Introduction to Immunofluorescent Microscopy

  • Immunofluorescence microscopy is a highly established and reliable technique utilized primarily for the precise detection of a wide variety of antigens, either located directly in tissues or resting on cells suspended in fluid.
  • Our specific laboratory performs Direct Immunofluorescence (DIF).

21.2 Principles of Direct Immunofluorescence (DIF)

  • DIF is a highly efficient, one-step histological staining procedure.
  • It explicitly involves the direct application of fluoresceinated antibodies right onto a freshly cut frozen section of the patient's skin.
  • This highly specialized test specifically determines the physical deposition of immunoreactants embedded within the patient's tissue. It identifies in vivo antibodies that are physically bound to tissue antigens.

21.3 Specimen Transport & Handling

  • Normal saline is the standard transport protocol for our lab.
  • While a skin biopsy is notoriously fragile and the ideal transport media is specifically Michel's fluid, Michel's fluid is not frequently utilized in our laboratory because the transit time for our samples is minimal.
  • Extreme Caution: The sample gets irreversibly fixed upon any exposure to formalin vapors, so extreme care is strictly required in the handling of the fresh specimen.
  • Any biopsies that arrive dried out or chemically fixed are immediately reported as being completely unfit for DIF.



DIF Reagents & Preparation

21.4 Preparation for DIF Protocol Because the fluorescence staining quenches (fades) extremely rapidly upon exposure to ambient light—and does so even faster under the intense UV light of the fluorescence microscope itself—fast reporting and immediate documentation of findings using a digital camera are an absolute necessity. There is no long-term storage period that is considered ideal for reporting out DIF-stained skin biopsy slides.

21.5
Essential Reagents for DIF
1. Phosphate Buffered Saline (PBS): This serves as the primary washing buffer. It must be precisely composed of:

  • Sodium di-hydrogen phosphate: 3.4 gms
  • Disodium hydrogen phosphate: 12.0 gms
  • Sodium chloride (NaCl): 8.5 gms
  • Distilled water: 1000ml
  • The final pH must read between 7.2 to 7.6.

2. Polyclonal FITC Labeled Immunoglobulin: Sourced from Thermo Scientific, this provides the Immunoglobulin (IgG/IgA/IgM/C3) in a ready-to-use format specifically for immunofluorescence.

3. Mounting Media: Buffered glycerin maintained at a strictly neutral pH is the absolute simplest and most commonly used mountant across IF slides. Our laboratory specifically utilizes preformed Thermo Scientific mounting media.

DIF Staining Protocol Steps

21.6 Execution Steps of DIF Protocol

  1. Embedding: The fresh skin biopsy designated for DIF must be embedded rapidly in optimal cutting temperature (OCT) medium. It is then snap-frozen inside a cryostat that has been precisely set to -25 degrees.
  2. Sectioning: Carefully cut 4-micron thick sections, ensuring that these sections are taken onto separate, clean slides.
  3. Fixation: Dip the freshly cut slides into cold acetone for exactly 5 minutes.
  4. Initial Wash: Wash the sections thoroughly in the prepared phosphate buffered saline (PBS) for 10 minutes.
  5. Antibody Application: Perform the staining using fluorescein isothiocyanate (FITC)-conjugated rabbit antihuman immunoglobulin (which is prediluted). Apply IgG, C3, IgA, and IgM wherever clinically required for the case.
  6. Incubation: Incubate the slides carefully inside a moist chamber for exactly 1 hour at standard room temperature.
  7. Final Wash: Wash the sections once again in PBS for a final 10 minutes.
  8. Mounting and Examination: Mount the slides utilizing the buffered glycerin. Immediately examine the slides in a fully dark room utilizing a specialized fluorescence microscope (NIKON brand).


DIF Results Interpretation & Indications

21.7
Interpreting and Reporting Results
The final DIF results must be formally recorded as either negative or positive. Wherever clinically significant, a detailed comment must be explicitly added detailing the following elements:

  • The exact nature of the identified immune deposits (e.g., IgG, IgA, IgM, or C3).
  • The highly specific microscopic location of the immune deposits (e.g., within intercellular spaces in the epidermis, along the DEJ or basement membrane zone (BMZ), within subepidermal blood vessels, or localizing as colloid bodies, etc.).
  • The apparent extent of the disease (categorized as either focal or diffuse).
  • The visual intensity of the fluorescence (graded on a scale from + up to ++++).
  • The visual pattern of the immune complex deposits (categorized as either granular or linear).

Critical Note on Fading: The incredibly rapid fading of fluorescence immediately after excitation is recognized as one of the most serious diagnostic disadvantages of all IF techniques. This fading severely limits the ability to re-examine slides for further, delayed interpretation. Therefore, high-quality photography should absolutely always be used to permanently document the visual results.

21.8
Indications and Uses of IF

  • IF serves as a highly useful clinical aid directly in the diagnosis of autoimmune bullous disorders.
  • It firmly assists in the formal diagnosis of various complex dermatological disorders, specifically conditions such as Lichen planus and Pemphigus Vulgaris.
  • It is fundamentally required to accurately classify various autoimmune bullous diseases.
















Laboratory Documentation & Record Storage

22.1 Documentation in the Laboratory The strict maintenance of appropriate, updated registers is an act of utmost importance within the pathology laboratory. This massive effort will not only keep a secure record of all specimens received, but it will also directly help the presiding pathologist and the laboratory staff to accurately assess the overall turnaround times of the laboratory, allowing them to quickly detect and rectify any unnecessary workflow delays.

22.2 Required Laboratory Registers

  • Specimen Reception/Case Entry Register: This massive log must include the exact date of reception, complete patient details, the specific type of specimen, and the unique laboratory identification number assigned to that specimen.
  • Dispatch register.
  • Block Cutting register.
  • Slides ready register.
  • Slides issue register (designated for teachers and post-graduates).
  • Dedicated IHC case register.
  • Dedicated Frozen Section and DIF register.
  • Indexing register.
  • Master Tracking Record: A specific record tracking the date of processing, the exact date of forwarding slides to the pathologist, the date of formal reporting, the date of typing, and the final date of issue of the report.

22.3 Storage and Retention of Records By strict policy, all laboratory records and physical specimens must be securely retained for exactly 10 years. This 10-year rule applies universally to Histopathology Forms, Glass Slides, Tissue Blocks, Physical Registers, Immunohistochemistry slides, and Frozen/DIF slides


Store SOPs