QC Lot Sequestration
QC lot sequestration is the practice of working with a QC vendor to reserve enough QC material so the lab will have a supply that will last until the material expires. Prolonging the use of a given lot number allows the lab to maximize the value of its statistical history while reducing the frequency of crossover studies.
Unfortunately, what frequently happens is that a lab’s purchasing department will only issue a 12-month purchase order. If a lab is purchasing a QC material with a 36-month shelf life, a single purchase order will not work. Without making arrangements for lot sequestration, the same lot number of material may not be available when it is time to reorder. Even if it is available, the purchasing agent may try to acquire the lot number with the longest available expiration date—forcing the lab to switch lot numbers prematurely.
Labs can save time and money by entering into a lot sequestration agreement with its QC vendor to ensure that it won’t have to change lot numbers more frequently than necessary.
The 10-Day Crossover Study
Whenever QC material lot numbers are changed, a statistical ‘crossover study’ of the new material must be conducted to determine its statistical behavior.
Traditionally, statistical studies of this nature tend to be 20-day studies where the QC materials are evaluated repeatedly over that 20-day period. Crossover studies are conducted to estimate the mean (target), and standard deviation (range) of the material. Unfortunately, a 20-day study is generally insufficient to characterize the standard deviation (SD) with high confidence and can lead to overkill for computing the mean.
An alternative approach is to use an abbreviated study for 10 days with a focus on estimating the mean of the new material. Once the mean has been computed from 10 evaluations, the lab can use the coefficient (CV) from the old material that is closest to the mean to estimate the standard deviation of the new material.
CV = 100* SD/Mean, so SD = Mean*CV / 100.
Variation is generally thought to be a characteristic of the test method, unrelated to the lot number of the QC material, except that it has a dependency on concentration. Therefore, the lab can use the CV from the old lot number to estimate the SD of the new lot number.
When the lab has 60 or more evaluations of the new material, they can be used to update the initial estimate of the new lot number SD. This approach will cut the cost of changing QC lot numbers in half.
If applied regularly, the three suggested practices of utilizing QC design, using QC lot sequestration, and engaging in 10-day crossover studies—each easily incorporated into lab protocols—can lead to statistically significant increases in quality while simultaneously benefiting the bottom line.
John C. Yundt-Pacheco is a Scientific Fellow with the Quality Systems Division At Bio-Rad.
This article was originally published by Clinical Lab Products Magazine in September, 2019.