Table of Contents
Definition / general | Essential features | Terminology | Application of automation in transfusion medicine | Automated and semiautomated methodologies | Pros and cons of automation | Existing platforms of automated equipment | Electronic crossmatching | Additional references | Board review style question #1 | Board review style answer #1 | Board review style question #2 | Board review style answer #2Cite this page: Balbuena-Merle R. Automation. PathologyOutlines.com website. https://www.pathologyoutlines.com/topic/transfusionmedautomation.html. Accessed April 1st, 2025.
Definition / general
- Use of automatic operational equipment in the manufacturing or processing of whole blood or pretransfusion testing
- Semiautomated systems allow for partial manual labor with automated interpretation
Essential features
- Blood bank automation is an alternate method to manual tube testing and blood processing in transfusion medicine
- Promotes standardization of interpretation, increased transfusion safety, specimen batching and efficiency in turn around times
- 3 methodologies currently exist for automated pretransfusion testing and 1 for whole blood separation
- Implementation requires appropriate equipment verification
Terminology
- Automated blood bank system
- Automated pretransfusion compatibility testing
- Automated blood processing system (ABPS)
- Solid phase red cell adherence assay (SRCA)
- Column agglutination test (CAT)
- Erythrocyte magnetized technique (EMT)
Application of automation in transfusion medicine
- Blood component collection and processing
- Separation into plasma, red blood cell (RBC) and platelet components by apheresis
- Leukoreduction to prevent transmission of cytomegalovirus (CMV)
- Separation and processing of whole blood unit collections
- RBC washing for IgA deficient patients (Transfusion 2015;55:2415)
- Platelet agitation
- ABO typing, antibody screening, ABO titers, selected cell panels and compatibility testing in pretransfusion (immunohematology) testing
- Product safety and detection of growth of microorganisms in platelets through culture: BacT / ALERT (Transfus Med 2002;12:303)
- Supply of uncrossmatched or crossmatched blood via remote allocation in blood storage machines located away from the blood bank (Transfusion 2018;58:372)
- Possible use in manufacture of blood components (Transfusion 2021;61:568)
- Electronic crossmatch in patients with negative antibody screens
Automated and semiautomated methodologies
- Automated blood processing system (ABPS)
- Method: separates whole blood units into components through centrifugation and expression of components into individual product bags
- Degree of automation: full automation of manual whole blood separation steps
- Application: processing of whole blood collections
- Limitation: higher levels of platelets in plasma units (Transfus Med Hemother 2021;48:290)
- Solid phase red cell adherence assay (SRCA)
- Methods
- Standard: serum added for antigen antibody reaction in microplates containing solid medium with reagent RBCs showing a visible tight or effaced button as a negative or positive reaction, respectively
- Degree of automation: semiautomated and fully automated platforms
- Application: pretransfusion testing
- Limitation: does not detect IgM (method requires incubation at 37 °C), limiting application to the identification of non-ABO antibodies
- Additional features: capacity for platelet serology
- Methods
- Column agglutination test (CAT)
- Method: microtubes with gel or microbead matrix containing antisera or antihuman globulin
- Serum mixed with reagent RBC, agglutination of cells in the gel or microbead matrix constitutes test positivity
- Open system
- Degree of automation: semiautomated and fully automated platforms
- Application: pretransfusion testing
- Limitation: very sensitive; increased false positives due to lack of wash step
- Additional features: modified CAT, dilution factor based on degree of agglutination
- Method: microtubes with gel or microbead matrix containing antisera or antihuman globulin
- Erythrocyte magnetized technique (EMT)
- Method: serum added to magnetized RBC inside a microplate that agglutinates after a magnetic force is applied
- Degree of automation: fully automated platforms
- Limitation: does not detect IgM
- Additional features: eliminates the need for centrifugation and washing steps
- These methodologies have superior sensitivity to conventional tube testing (Asian J Transfus Sci 2012;6:140)
- Pretransfusion testing commonly uses agglutination (hemagglutination) as the standard to measure a possible reaction
- Agglutination techniques can be modified for various purposes of detection (e.g., latex agglutination, sample mixed with latex particles coated with an antigen or antibody)
- Increased sensitivity is achieved with low ionic strength saline or bromelin methyl cellulose resulting in increased potential for false positives
- Does not allow for unrestricted modifications of testing like dithiothreitol (DTT) treatment and proteolytic enzymes; laboratories with high complexity patients must retain tube agglutination methods to allow for modified testing protocols for specified situations
Pros and cons of automation
- Increases blood bank testing and unit processing capacity and throughput compared with manual technique (Transfus Med Hemother 2021;48:290, Vox Sang 2013;105:225, Transfus Apher Sci 2015;53:58)
- Limits human errors and reduces staffing requirements (Asian J Transfus Sci 2015;9:S6)
- Improves test reproducibility, traceability and patient identification with the use of specimen barcodes (Transfus Med 2022;32:299)
- Requires extensive validation (which falls under the blood bank quality management structure) and must meet Food and Drug Administration (FDA) compliance (FDA: Part 11, Electronic Records; Electronic Signatures - Scope and Application [Accessed 8 February 2023])
- All equipment must be certified for safety and verified in compliance with Clinical Laboratory Improvement Amendments (CLIA) quality standards (Electronic Code of Federal Regulations: Part 493 - Laboratory Requirements [Accessed 4 May 2023])
- Guidelines for validation are provided by the International Society of Blood Transfusion (ISBT) (Vox Sang 2010;98:1)
- Automated systems are more costly to acquire and maintain than manual methods and must be compatible with the institution's informatics
- Specific sample collection requirements and staff training are vital for adequate function
- A backup system is necessary in anticipation of down time
Existing platforms of automated equipment
- All platforms perform antibody screening, ABO group testing, crossmatching and direct antiglobulin test (DAT)
- Blood processing
- Reveos by Terumo Blood and Cell Technologies (Tokyo, Japan)
- ABPS
- 2 separation procedures
- RBC, plasma and residual leukocytes
- RBC, plasma, interim platelet units and residual leukocyte units
- Self contained
- System management for workflow management and reporting
- Reveos by Terumo Blood and Cell Technologies (Tokyo, Japan)
- Pretransfusion testing
- IH-1000 and IH-500 by Bio-Rad (USA)
- CAT
- Continuous reagents and sample loading
- Additional features: extended phenotyping
- Qwalys 3 by DIAGAST (France)
- EMT
- Continuous reagents and sample loading
- Additional features: weak D testing and extended phenotyping
- Studies have shown higher IgM titration levels when compared to tube and CAT methods (Vox Sang 2020;115:233)
- Galileo and NEO by IMMUCOR (USA)
- SRCA
- Continuous reagents and sample loading
- Additional features: weak D, Rh phenotyping, ABO titers and platelet antibody screening and crossmatch
- Wadiana and Erytra by Grifols (Singapore)
- CAT
- Batch testing for Wadiana and continuous loading or batch testing for Erytra
- Additional features: enzyme assays, weak D (Erytra) and extended phenotyping
- Autovue Innova and ORTHO VISION by Ortho Clinical Diagnostics (USA)
- CAT
- Continuous reagents and sample loading
- Additional features: indirect antiglobulin test and RH / Kell / Duffy phenotyping, selected cell panels, serial dilutions for titers (ORTHO VISION)
- PK7300 / 400 by Beckman Coulter (USA)
- SRCA
- Rh and Kell phenotyping
- Fully automated, batch testing of large volume samples (300/hour)
- SRCA
- TANGO by Bio-Rad (USA)
- 2 testing options
- Erytype S: SRCA; precoated microplates with dried antisera
- Rh and Kell phenotyping, Cord blood ABO and Rh
- Solid screen II: SRCA with protein A coated microwells
- Antibody screen and identification, DAT, weak D, crossmatch
- Erytype S: SRCA; precoated microplates with dried antisera
- Fully automated, batch testing
- 2 testing options
- IH-1000 and IH-500 by Bio-Rad (USA)
Electronic crossmatching
- Computer based crossmatch using recipient blood bank history to match with stored units
- Software matches compatible stored units at the blood bank based on recipient historical blood bank data (ABO / Rh and antibody testing)
- Substitutes for immediate spin compatibility testing (recipient's plasma / donor RBCs)
- Benefits
- Accurate assignment of compatible units and verification of historical data
- Faster release of units
- Automated verification of unit's compatibility through barcodes
- Promotes better use of storage by prioritizing units closer to expiration
- Limitations
- Accuracy depends on extensive validation with the laboratory information system (LIS)
- Typically not used for recipients with history of or newly formed clinically significant antibodies
- Modified or additional restrictions are placed per institution (e.g., exclusion of recipients of ABO incompatible hematopoietic stem cells) (Vox Sang 2013;104:350)
Additional references
Board review style question #1
- As a blood bank director, you are appointed to oversee the implementation of a new automated system for pretransfusion testing. Which of the following is a requirement before implementation for all equipment used in collection, processing, testing or storage of blood components?
- Acceptable performance on external proficiency testing
- Calibration
- Equipment verification
- Inspection from accreditation agencies (e.g., CAP)
Board review style answer #1
C. Equipment verification is required before implementation. Answer A is incorrect because performance on proficiency testing is a way of monitoring specific tests or measurements of individual laboratories and comparing it with other laboratories. Answer B is incorrect, as the calibration of an instrument is a process for verification of the accuracy of results after implementation. Answer D is incorrect because inspections by accreditation agencies (e.g., CAP) aim to assess the compliance of a laboratory with the agency requirements.
Comment Here
Reference: Automation
Comment Here
Reference: Automation
Board review style question #2
- Which of the following patients is the best candidate for an RBC transfusion using electronic crossmatching?
- 18 year old man with sickle cell disease and multiple RBC transfusions presenting with increased lactate dehydrogenase (LDH), haptoglobin of < 10 mg/dL and hemoglobin of 5.4 g/dL
- 35 year old woman with history of systemic lupus erythematosus (SLE) and history of warm autoantibody and mild thrombocytopenia of 100 K/cmm
- 45 year old woman with laboratories showing a mean corpuscular volume (MCV) of 84.3 fL, hemoglobin of 7 g/dL, serum iron of 12 microg/dL (normal: 40 - 160 microg/dL), who had a positive antibody panel, showing a nonspecific antibody 5 years ago; current direct antiglobulin test (DAT) and antibody screen is negative
- 87 year old man with anemia (Hgb 6.9 g/dL) and newly diagnosed multiple myeloma, no history of transfusions and a negative antibody screen
Board review style answer #2
D. 87 year old man with anemia (Hgb 6.9 g/dL) and newly diagnosed multiple myeloma, no history of transfusions and a negative antibody screen. This answer is correct because the patient has no prior history of transfusions as well as a negative type and screen. Answer A is incorrect, as the patient's laboratory findings are consistent with hemolytic anemia likely attributed to a hemolytic transfusion reaction due to the presence of ≥ 1 alloantibodies suggested by the history of multiple transfusions. The patient's alloantibody(ies) must be identified in order to provide antigen negative full crossmatch compatible RBCs. Answer B is incorrect because a warm autoantibody causes a positive antibody screen and panagglutinin in the cell panel. Other special testing techniques (e.g., adsorption studies) are needed to rule out any alloantibodies in order to use electronic crossmatch. Answer C is incorrect since electronic crossmatching should not be used on patients with positive antibody screens without a certain alloantibody specificity.
Comment Here
Reference: Automation
Comment Here
Reference: Automation