Ishage Protocol
Ishage Protocol
cells (6).
*Correspondence to: Dr. David Barnett, Deputy Director and Consul-
tant Clinical Scientist, UK NEQAS for Leucocyte Immunophenotyping,
4th Floor, Pegasus House, 463a Glossop Road, Shefeld S10 2QD,
England.
E-mail: d.barnett@btconnect.com
Received 18 March 2011; Revision 6 July 2011; Accepted 8 July
2011
Published online 19 July 2011 in Wiley Online Library
(wileyonlinelibrary.com).
DOI: 10.1002/cyto.b.20612
Original Article
VC 2011 International Clinical Cytometry Society
Although simple ow methods for counting CD34
stem
cell enumeration program also indicates that the SP ISH-
AGE protocol consistently produces the lowest inter-lab-
oratory CVs of all the gating strategies used (19,2628).
As a result, this protocol has, for a number of years,
been recommended as the method of choice for labora-
tories in the United Kingdom undertaking CD34
stem
cell analysis (19). Indeed, at the time of this study, 81%
(204/255) of the international participants in our EQA
program use the ISHAGE protocol on a routine basis.
As a requirement for continued accreditation, under
ILAC G13:2000 standards for external quality assessment
program operation, it is mandatory to have a strategy in
place to monitor all UK laboratories for persistent unsat-
isfactory performance (29). This is now required on an
international basis following the introduction of ISO
17043 standards (30). UK NEQAS employs a rolling
cumulative score of three samples to determine the per-
formance of participants in the CD34
stem cells,
were obtained from consented patients who had
undergone stem cell apheresis following stem cell mo-
bilization. Samples were stabilized, using a procedure
previously described (26,31), and added to stabilized
blood to achieve CD34
Stem
Cell Enumeration program, Compared to Those Used by the
103 Participants That Returned Dot Plots for the Study
Gating strategy Study participants (%) All particpants (%)
ISHAGE 83 81
STEMKIT 4 8
PROCOUNT 5 4
MILAN 5 6
BENDER 1 1
10 WHITBY ET AL.
Cytometry Part B: Clinical Cytometry
5th or 95th centiles). A rolling window of three samples
is used to monitor participant performance and cumula-
tive scores 100 are classied as unsatisfactory perform-
ance and remedial action is undertaken. A performance
score below 100 is deemed satisfactory. CD34
absolute
counts from participants using ISHAGE methodologies
were analyzed further with those using the protocol cor-
rectly being compared to those using the protocol incor-
rectly. Furthermore, single platform users (the predicate
method) were compared to dual platform users.
FIG. 1. Application of ISHAGE protocol gating strategy for single platform use as detailed in Sutherland et al. (24,25). This shows the correct
placement of each region when using a BD FACSCanto II ow cytometer. It also shows the most frequently omitted region P5 in the rst dot plot.
Note that the viability gate P8 must be fully opened as shown in plots 7 and 8 for the analysis of stabilized samples regardless of reagent set or cy-
tometer type used. Additionally, the duplicate lymph-blast region P4 (plots 4 and 6) is slightly extended in the SSC dimension to accommodate the
stabilized CD34
cells that lose a little forward scatter and gain a little side scatter. Also note for TruCount-based ISHAGE protocols, debris gate P7
is established to remove uorescent debris that contaminates the CD45 gate P1 (plot 1). If this debris is not removed either during acquisition or
during analysis, an incorrect absolute CD45 count will be obtained (25).
ISHAGE PROTOCOL: ARE WE DOING IT CORRECTLY? 11
Cytometry Part B: Clinical Cytometry
RESULTS
Of the 255 participant laboratories in trial 0801 (sam-
ples 128 and 129), 103 (40%) returned ow dot plots as
requested. Each set of plots was examined and the gat-
ing strategy used determined. Table 1 details the gating
strategies used by the participants that returned dot
plots compared with all participants in the program. It
should be noted that Table 1 shows the separation of
the ISHAGE protocol gating strategy users and the users
of Beckman Coulters Stem-Kit and the Becton Dickin-
son Procount Progenitor Cell Enumeration Kit. This
study is based on ISHAGE users who have used manual
acquisition and analysis protocols only. Of those that
returned dot plots, 81% (83/103) stated that they used
the ISHAGE protocol gating strategy. These were then
subject to further analysis to ascertain if the gating strat-
egy was being applied correctly. We identied that 47/
83 (57%) participants had applied the ISHAGE protocol
gating strategy correctly. Figure 1 shows the correct ISH-
AGE protocol gating strategy using BD Biosciences Tru-
Count tube-based ISHAGE protocol (25) on the
FACSCanto 2 instrument. Figure 2 shows the same sam-
ple stained with Beckman Coulters Stem-Kit-based ISH-
AGE protocol on an FC500 cytometer using manual data
acquisition and analysis (16). Note the inclusion of the
extra viability plot in both Figure 1 plot 7 and Figure 2
plot 9. This plot displays all CD34
events and is of
use in samples potentially containing dead cells such as
post thawed samples etc (16,24,25). It is important to
note that viability testing is not of use in the analysis of
FIG. 2. Application of ISHAGE Protocol Gating Strategy for single platform using Stem-Kit
TM
as detailed in Keeney and coworkers (16,23,24). This
shows the correct placement of each region when using a Beckman-Coulter FC500 ow cytometer. It also shows the most frequently omitted region
Ly in plot 1. Data acquired and analysed manually to optimize gate setting for stabilized cells. Note that the viability gate J (plot 7) is opened as per
Figure 1 so that none of the stabilized cells that stain with 7-AAD are excluded. Note also that duplicate lymph-blast regions D and E (plots 4 and
6, respectively) are extended in the SSC dimension to accommodate the altered light scatter characteristics of stabilized CD34
cells compared to
fresh ones.
12 WHITBY ET AL.
Cytometry Part B: Clinical Cytometry
stabilized cells owing to the fact that the stabilization
process causes the permeabilization of the cell mem-
brane allowing for the uptake of the viability dye giving
the appearance of nonviable cells.
Thirty-six out of eighty-three (43%) participants were
identied as using the ISHAGE protocol gating strategy
incorrectly (Table 2). The most common error, seen in
31% (26/83) was the omission of the lymphocyte-gating
region (designated P5 in plot 1 of Fig. 1 and region
Ly of plot 1 Fig. 2). The lymphocytes gated in P5 are
used to place optimally the lymph-blast region P4 on
plot 6 and its linked duplicate P4 region on plot 4 of
Figure 1. Similarly, for the FC500 template (Fig. 2) the
lymphocytes gated from Ly are used to set optimally
the lymph-blast region E (plot 6) and it is linked dupli-
cate region D (plot 4). The lymph-blast regions P4 and
E/D are drawn and set in this manner because CD34
events
from region P2 (or B) on plot 2 are clustered by back-
scattering to CD45 versus side scatter. This gate is criti-
cal to the proper deployment of the ISHAGE protocols
as it allows the delineation of bona de CD34
cells
that characteristically cluster on this plot from other
events that do not. Failure to deploy this gate would
generally lead to a falsely high CD34
cell count, as
nonspecically stained events would not be removed.
Interestingly, the ve laboratories that omitted plot 3
entirely also omitted the P5 (or Ly) region on plot 1 as
detailed above. A further two participants stated that
they were using the ISHAGE protocol gating strategy
but had slightly altered the protocol. For example, one
laboratory used a CD45/CD34 plot to gate on CD45
dim
events instead of using the CD45/SSC plot (Fig. 3).
As a result, a signicant number of CD34
events were
missed.
Another participant incorporated anti-CD3 into the
gating strategy to identify the lymphocyte region and
used this to establish their region P7 (Fig. 4). However,
the latter was drawn around the light scatter characteris-
tics of the CD3
cells, as described
above. Because of this modication some CD34
cells
were excluded to the right of region P7 (Fig. 4 plot 4).
Two participants who submitted their dot plots stated
that they were using the ISHAGE protocol gating strat-
egy but appeared to be using a modied Bender (9)
type protocol (Fig. 5). The Bender protocol (9) involves
measuring CD34
Table 2
Results of ISHAGE Gating Strategy Analysis (With
Reference to Fig. 1 and Fig. 2)
Number in
group (%)
Correct application of ISHAGE protocol
gating strategy
47 (57)
Omission of P5 region in P1 region 26 (31)
Omission of Low SSC/CD45 dim plot
(plot 3)
5 (6)
Wrong parameter 1 (1)
Wrong antibody 1 (1)
Nonuse of ISHAGE gating strategy 2 (2)
Nonuse of any previously published
gating strategy
1 (1)
ISHAGE PROTOCOL: ARE WE DOING IT CORRECTLY? 13
Cytometry Part B: Clinical Cytometry
FIG. 4. Example of an incorrect ISHAGE Protocol Gating Strategy set up showing how this laboratory used CD3 plot to identify lymphocytes instead
of CD45/SSC. This laboratory also failed to design properly the lymph-blast region with the backscattered CD3
cells.
FIG. 3. Example of an incorrect ISHAGE Protocol Gating Strategy set up showing how this laboratory used a CD45/CD34 plot to gate on CD45
dim
events instead of using the CD45/SSC plot that resulted in missing CD34
events. This laboratory had poor performance issues that were resolved
once ISHAGE Protocol Gating Strategy was applied.
stem cell enumeration program, the ISHAGE protocol is
reported to be used by at least 81% of participants
routinely. We have previously reported that a single plat-
form ISHAGE approach would enable greater standardi-
zation and lower inter-laboratory variation (18,26,28).
During the course of our EQA send outs, we identied
two laboratories that were classied as persistent unsat-
isfactory performers and required remedial action. Inter-
estingly, both these sites had the same systematic errors
in the set up of the ISHAGE protocol gating strategy,
and both sites had these protocols established by the
same individual. Once these errors had been rectied,
FIG. 5. Example of an incorrect ISHAGE Protocol Gating Strategy set up showing that the participant was actually using a Bender type gating
strategy (9) and not the ISHAGE Protocol Gating Strategy as claimed.
Table 3
Effect of Gating Strategy on Participant Performance (See text for description)
Scoring method
Participant
method
Percentage
in group
scoring
50 points
Percentage
in group scoring
35 points
Percentage
in group
scoring
20 points
Percentage
in group
scoring
0 points
All Users All 13 10 29 48
Correct ISHAGESingle
platform
All 18 12 27 43
Correct ISHAGESingle
platform
Correct ISHAGESingle
platform
11 11 31 47
Correct ISHAGESingle
platform
Incorrect ISHAGESingle
platform
19 12 15 54
Correct ISHAGESingle
platform
Correct ISHAGEDual
platform
10 20 20 50
Correct ISHAGESingle
platform
Incorrect ISHAGEDual
platform
22 0 33 45
ISHAGE PROTOCOL: ARE WE DOING IT CORRECTLY? 15
Cytometry Part B: Clinical Cytometry
the laboratories performances improved. However, this
nding prompted us to survey all participants to estab-
lish if systematic errors had been incorporated by any of
those sites claiming to be following the ISHAGE
protocols.
For send out 0801, we issued two samples to 255 par-
ticipants and asked them to enumerate the CD34
cells.
196 laboratories returned data for samples 128 and 129
that had overall mean CD34
cell counts.
A number of laboratories also omitted plot 3 in addi-
tion to failing to dene the lymph-blast region as
described above. The back-scattering of CD34
events
from plot 2 to a CD45 versus side scatter plot is a den-
ing characteristic of the ISHAGE protocol and is used to
delineate bona de CD34
stem cell
enumeration is used as a trigger level to commence har-
vesting a mobilized patient. If results are underestimated
then the optimal harvest date will be missed and more
mobilization therapy will be required. Overestimation of
results will cause harvests to be performed prematurely,
leading to repeat procedures being required to obtain
sufcient cell numbers for re-engraftment. Both of these
alternatives have direct cost implications for the health
care provider and can be stressful and discomforting for
the patient undergoing treatment. Analysis of the data
showed that whilst laboratories performing the ISHAGE
protocol incorrectly were up to twice as likely to fail an
EQA exercise (as stated earlier), there was no particular
bias associated with incorrect usage of the gating strat-
egy with equal numbers of incorrect laboratories overes-
timating and underestimating the CD34
absolute count.
Following this analysis, several centers that fell into the
incorrect ISHAGE category were contacted directly,
and feedback was received by UK NEQAS that the use
of the incorrect ISHAGE strategy had indeed caused
these situations to occur, which had directly affected
patient care.
We have previously reported that single platform
ISHAGE approach is the best approach for enumerating
CD34