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Contributors
Mina Alikani Nina Desai
Reproductive Science Center of New Jersey, Cleveland Clinic Fertility Center,
Eatontown, NJ, USA Cleveland, OH, USA
Basak Balaban Anick De Vos
Assisted Reproduction Unit, VKF Center for Reproductive Medicine,
American Hospital, Nisantasi-Istanbul, Brussels, Belgium
Turkey
Andrew D. Dorfmann
C. Brent Barrett Genetics & IVF Institute, Fairfax EggBank
Boston IVF, Boston, MA, USA
Caroline Drew
Dara S. Berger CARE Fertility, Nottingham, UK
UNC Fertility, Department of Obstetrics Thomas Ebner
and Gynecology, Division of Reproductive Kinderwunsch Zentrum Linz and Johannes
Endocrinology and Infertility, Raleigh, Kepler University Linz, Faculty of
NC, USA Medicine, Linz, Austria
Kathrin Berrisford Kara A. Ehlers
CARE Fertility, Nottingham, UK University of Louisville, KY, USA
Marcela Calonge Courtney Failor
IVI Santiago de Chile, Chile University of Texas Health Science Center,
San Antonio, TX, USA
Alison Campbell
CARE Fertility, Nottingham, UK Aisaku Fukuda
IVF Osaka Clinic, Japan
Tiencheng Arthur Chang
University of Texas Health Science Center, Giannoula Karagouga
San Antonio, TX, USA Dept. of Biomarker Discovery, Center of
Individualized Medicine, Mayo Clinic,
Greg L. Christensen Rochester, MN, USA
University of Louisville, KY, USA
Kathryn J. Go
Melicia Clarke-Williams IVF New England, a Boston IVF partner,
New York University Langone Medical Lexington, MA, USA
Center, New York, NY, USA
Cristina Hickman
Tyler Cozzubbo IVF Hammersmith, Ltd., Boston Place
Weill Cornell Medical College, Ronald Clinic, London, UK
O. Perelman and Claudia Cohen Center for
Heather S. Hoff
Reproductive Medicine, New York,
NY, USA UNC Fertility, Department of Obstetrics
and Gynecology, Division of Reproductive
Michael Crowe Endocrinology and Infertility, University of
Fertility Lab Sciences, Lone Tree, CO, USA North Carolina, Raleigh, NC, USA
ix
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x Contributors
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Contributors xi
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Foreword
Soon we shall reach the 40th anniversary of the birth of Louise Brown, the world’s first ‘test-
tube’ baby, born in a small town in the north of England, thanks to the tireless work of
Robert Edwards and Patrick Steptoe. During the intervening years, it has been wonderful to
see how the technologies associated with the treatment of human infertility have developed
and how widely they have been adopted around the world. It is estimated that around six
million in vitro fertilization (IVF) children have now been born worldwide, a number that
continues to increase steadily.
The IVF laboratory has changed dramatically over the intervening four decades and is
consequently far more sophisticated with regards to the technologies used routinely to treat
infertile couples, which now include intra-cytoplasmic sperm injection (ICSI), embryo
biopsy, pre-implantation genetic screening, blastocyst culture, vitrification and time-lapse
analysis. In parallel, there has been a rapid increase in the number of clinics worldwide.
Consequently, this has created a pressing need for the standardization of training and
education for embryologists.
In this book, Montag and Morbeck have assembled contributions from several experts
around the world, who have penned detailed procedures for each component of IVF – from
the very inception of a laboratory through to the very conception of a pregnancy. This book
therefore represents a veritable gold mine of procedures which will be invaluable not only to
new laboratories but also to all those clinics that strive to make our patients’ dreams of
having a family fulfilled, and hence a copy should be located in every clinic worldwide.
xiii
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Preface
Since the first successful human in vitro fertilization (IVF) treatment in 1978, IVF has
transformed from an experimental procedure to an established standard of care that is
practiced throughout the world, every year helping thousands of infertile patients realize
their dream of parenthood. We can deliver this incredible care only by standing on the
shoulders of the pioneers of our field, who through trial, error and determination developed
the foundation for how we practice today. We are fortunate to work in a field that rapidly
advances, and the IVF laboratory, at the core of this advancement, has become increasingly
complex. This complexity is not limited to the procedures themselves but starts during the
planning and construction of an IVF laboratory and continues with the training of young
embryologists. Operation of an IVF laboratory comprises a portfolio of techniques that
cover basic as well as advanced practices. Capturing and transforming this breadth of
material into a practical, cookbook-like manual seemed to be obvious, and we, the editors,
were encouraged that perhaps this is a gap that needs filling.
Today’s embryology world is rapidly changing, and with it come new challenges as new
generations of embryologists begin their careers. As the pioneers of IVF transition to
retirement, all the knowledge they acquired through learning by doing has yielded what
we consider to be the Principles in IVF Practice – sound procedures that will work in almost
every laboratory. It is our aim to capture these principles for all those who enter our
expanding and fast-growing field and do not have the chance or the freedom to learn by
trial and error. Many embryologists in laboratories around the globe use the basics that are
described in this book. One can consider these methods as a foundation of good working
practice for new embryologists.
One theme of this book is the mix of contributing authors that come from different
parts of the world with very different points of view. Thus, experienced practitioners in the
world of IVF can compare their own and established concepts with those of others and
perhaps learn something new as well. We sincerely hope that this book will contribute to
and stimulate discussions in many laboratories on how to perform or adapt procedures.
We, too, learned much during the editing process and are eager to place the printed version
on our laboratory bench.
xv
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Section 1 Starting a New Laboratory and Training Protocols
Introduction
Attention to detail and robust quality control systems are essential components for a
successful in vitro fertilization (IVF) laboratory, necessary to maintain high success rates.
This not only pertains to daily laboratory operations, such as adequate staff training,
monitoring of equipment function and weekly/monthly success rates, but also entails
proper laboratory design and construction. A highly successful IVF laboratory requires
careful consideration of layout and workflow and use of appropriate materials to avoid
introducing potentially embryotoxic factors into the laboratory environment.
1.1 Background
The design and equipping of a new IVF laboratory can be a daunting and tedious endeav-
our. Numerous factors must be considered, including space requirements to accommodate
staff and equipment as well as layout for optimal workflow. Proximity to other rooms, such
as medical gas storage, operating/procedure rooms and transfer rooms, as well as IVF
storage is also relevant. The potential for future laboratory expansion is also often desirable.
Thus, initial planning of space requirements should consider these items. Each facility will
have its own unique demands that will affect the ultimate size and layout of the laboratory
space. However, commonalities exist between highly successful laboratories in terms of how
the laboratory is built and equipped. Furthermore, key steps are often taken prior to clinical
use to ensure proper functioning of the built space.
The following are abbreviated procedures addressing key components to ensure proper
establishment and equipment of a modern IVF laboratory. Many key components focus on
use of appropriate materials and systems to ensure proper air quality and growth condi-
tions. Of paramount importance is constant oversight during the construction process to
ensure that key details are met. Once these requirements have been met, diligence and a
thorough quality management programme are required to ensure that optimal laboratory
conditions remain intact.
1
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2 Alex Lagunov, Michael Crowe and Jason E. Swain
: Minimum 36-inch doors for equipment installation - with gaskets and sweeps
: Security system on entry doors (lockable)
: Gas manifold system – gas regulators, Tygon tubing
– Automatic tank switchers may be used but are not required.
– Regulators to measure tank pressures are needed at the gas source.
– Low-pressure regulators at the gas outlet are recommended to meet varying
pressure requirements of different incubator models.
: Backup generator allowing for all equipment to be supplied with uninterrupted power
– Natural gas or diesel – may be dictated by code or building requirements. A minimum
of eight-hour backup is recommended, and fuel tank size should be appropriate.
Battery backups may be used for some equipment, but must be adequate to supply
several hours of power.
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Establishing and Equipping a New IVF Laboratory 3
: Cleaning products
– 3% Hydrogen peroxide solution or commercially available low-VOC, embryo-
safe cleaning solutions
: Required laboratory manuals
– Quality management programme, protocols and policies, equipment
maintenance, safety (Material Safety Data Sheets), etc.
1.4 Procedure
1.4.1 Initial Project Planning
1. Identify a location that suits the needs of the clinic/laboratory.
a. Proximity to an existing clinic is recommended.
b. Must be adjacent to procedure room/operating room (OR) and embryo transfer room.
c. Adequate laboratory space for offices, storage, equipment, specimen collection,
medical gasses, etc.
2. Locate and interview several construction and architectural companies based on
previous experience in medical facility design and build-out in order to ensure that
quality standards are clearly understood and met.
3. Prepare a laboratory floor plan considering workflow, including all laboratory
equipment, maintaining close proximity between intracytoplasmic sperm injection
(ICSI) stations and other IVF workstations to all incubators.
a. Compile equipment list and plan locations.
b. Plan placement of lights, air vents and electrical and IT outlets appropriately.
c. Design a separate dedicated medical gas/liquid nitrogen storage room. It is
recommended to be a sound proof, well-ventilated room located in close proximity
to a freight elevator or delivery area, if possible. If feasible, locating this room near
IVF liquid nitrogen or vapour tank storage area with vacuum jacketed lines for
filling is recommended.
i. Ensure that building regulations allow for use and transport of high-pressure
medical gasses and liquid nitrogen.
d. Design a separate room for consumables storage and off-gassing.
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4 Alex Lagunov, Michael Crowe and Jason E. Swain
4. Once plans are approved and construction is initiated, ensure that HVAC is designed
based on the required square footage and filtering capacity and meets requested
standards (discussed further in HVAC).
5. Ensure that a natural gas or diesel backup power generator is included in the laboratory
design and is sufficient to support more than eight hours of backup power supply. Set
up generator service schedule to include initial two-hour load bank test, as well as semi-
annual maintenance/inspections and yearly load tests.
a. If a generator is not feasible, uninterruptible power supply (UPS) units are required
on all crucial equipment with supply long enough to permit corrective action in case
of power failure.
6. Fill out and submit required laboratory applications and paperwork to the relevant
governing agencies.
1.4.3 HVAC
1. Select an HVAC company.
a. Decide on a commercially available ‘plug-and-play’ filtration system or have HVAC
company built from scratch based on required IVF laboratory air quality demands.
System should be dedicated to the IVF laboratory.
b. Ensure that only metal ductwork is used. This should be pre-cleaned and sealed
during construction to avoid introduction of contamination.
c. Achieve positive pressure in the laboratory.
i. Request Tyvek wrapping of the laboratory, hard deck ceiling, gasketted lights and
doors and door sweeps.
d. Use proper air exchange rates and ratio of outside-to-inside air to achieve desired air
quality.
i. Recommendations vary and will depend on the HVAC system and beginning air
quality.
e. Ensure a proper water supply drawn to the HVAC unit to allow for constant
humidity control.
f. Ensure that a pressure display panel is installed inside the laboratory to monitor and
record positive pressure for proper system functionality as per daily laboratory
quality control.
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6 Alex Lagunov, Michael Crowe and Jason E. Swain
1.4.4 Equipment
1. Determine volume estimates for the laboratory, and obtain quotes for selected
equipment.
a. Quotes and equipment specs (size, electrical requirements, heat output) should be
obtained early on in the design process.
i. Backup units of critical equipment should be considered (ICSI microscopes,
incubators, fridges, freezers, etc.).
b. Low-oxygen incubators are mandatory.
i. Mix of bench-top units and box-type incubators is recommended.
ii. Low oxygen may be supplied via premixed tanks or through use of separate
nitrogen and carbon dioxide sources depending on type of incubator.
(1) Nitrogen may be supplied through gas cylinders, high-pressure liquid
nitrogen tanks or via a nitrogen generator. Cost, ease of delivery and usage
are all factors to consider.
iii. Use in-line VOC gas filters between gas supply and incubators – change out
every four to six months.
2. Attempt to purchase equipment from vendors that are able to service the items
within a short amount of time if equipment failures arise.
3. Set up a regular laboratory equipment maintenance system with local service
providers (hoods, centrifuges, pipette calibration/validation).
4. Ensure that all incubators and cryo-storage vessels are monitored by an alarm with
the ability to e-mail and/or call in case of an emergency.
a. Wireless systems are now available to help with equipment movement and
location and are recommended.
1.4.5 Burn-In
1. After construction, the laboratory should be wiped down with an approved disinfectant/
cleaner.
a. Walls, floors, cabinets and other surfaces should be wiped several times over the
course of the burn-in period.
2. Equipment should be moved into the laboratory and cleaned/tested prior to clinical use.
a. Of critical importance is burn-in of laboratory incubators. Incubators should be cleaned
according to manufacturer’s instructions and temperature raised to greater than 45°C
for several days or up to two weeks to promote off-gassing, cleaned and tested.1
b. Laboratory temperature can be raised to help with off-gassing of other
laboratory items.
c. Verify correct temperature, gas and functioning of all equipment for several days
after burn-in on quality control sheets to verify proper environmental conditions
and functioning.
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Establishing and Equipping a New IVF Laboratory 7
3. Perform pH testing of culture media used for embryos and gametes with the aim of
achieving desired pH based on incubator carbon dioxide concentration.1–3
4. Perform air quality testing measuring VOCs and particle counts before and after burn-
in, and record the differences in the readings for quality control records.
a. This can be performed by a professional company or by laboratory personnel if
hand-held particle counters and VOC meters have been purchased by the laboratory
or can be obtained from vendors. Sensitivity of these units should be considered
(parts per billion recommended for VOC assessment).
5. Perform a MEA to ensure proper incubator conditions.
a. All culture supplies should also be pre-tested with an appropriate bioassay prior to
clinical use.
1.5 Notes
A. Rationale behind using low-VOC materials and a dedicate HVAC system is based on
various publications suggesting the cytotoxicity of VOCs.4–7 VOCs include various
types of alkanes, aldehydes, ketones and alcohols commonly concentrated at high levels
in paints, glues and flooring.
B. After laboratory commissioning, ongoing maintenance and quality control are required
to ensure optimal function and culture conditions.
i. Schedule for HVAC filter changes, routine cleaning and disinfecting of the
laboratory, daily monitoring of incubator gas and temperature, testing of generator
and alarm systems, etc.
ii. Monitoring of key performance indicators (KPIs) to identify possible issues
(1) Fertilization rates, embryo development rates, clinical pregnancy, etc.
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Section 1 Starting a New Laboratory and Training Protocols
2 IVF Laboratory
Stephen Troup and Karen Schnauffer
Introduction
Before aspiring embryologists can even begin to perform the procedures that will comprise
the majority of their routine workload, there are a number of essential basic skills that
underpin their day-to-day work. Failure to acquire these basic skills at the outset can lead to
an inability to perform even the simplest of tasks appropriately, an inability to troubleshoot
problems and even the potential to place gametes, embryos and patients at risk. As such,
considerable time and effort should be dedicated to the acquisition of these basic skills, and
this is often reflected in the formally recognised embryology training schemes which now
exist (e.g. European Society of Human Reproduction and Embryology (ESHRE) Embry-
ology Certification). A competent embryologist will also equip himself or herself with an
appropriate level of theoretical knowledge to allow an understanding of the rationale for
processes and procedures. The fundamental nature of the work that an embryologist
performs requires that all aspects of training be completed to the highest possible standard,
and attention to detail must persist throughout. The importance and relevance of the basic
skills described in this chapter should not be underestimated.
2.1 Confidentiality
It is a fundamental rule in medical ethics that information given by, or relating to, a
patient remains private and that it should only be shared with a third party under certain
agreed circumstances and more often than not with the permission of the patients
themselves. In many countries, regulation determines the extent of patient confidentiality.1
In the absence of such guidance, it remains the responsibility of the embryologist to give
due consideration to the often extremely private and personal information that is made
available to him or her during a patient’s treatment in order to perform his or her tasks
and, in particular, with whom this information should be shared. Assumptions should not
be made that any third party to whom information is given will respect the confidential
nature of the information, and involving the patient in any such disclosure is always
advisable.
1. Any records pertaining to a patient should be identified using three identifiers, such as
forename(s) and surname(s), the patient’s date of birth and address and, importantly, a
unique identifier such as the hospital/clinic number.
2. All written records should be made in black ink.
3. All entries in the patient record should be signed by the embryologist making the record,
together with the date and time of the entry and the designation of the embryologist.
4. All written records should be clearly legible, and where a record needs to be
corrected, this should be done by a single line through the incorrect entry (so as not
to completely obscure the original entry), which then should be signed and dated as
described in rule 3. Correction fluid should not be used.
5. Electronic patient records (EPRs) should be backed up regularly and securely.
6. Paper documents should be scanned into an EPR in such a way that the original
document can be reconstituted.
2.3 Traceability
Traceability of gametes, embryos and everything else that comes into contact with them (i.e.
consumables, culture media and equipment) for the duration of the treatment is essential
and relies on robust recording keeping, as described earlier, to ensure that the correct
identity of patients, gametes and embryos is maintained at all times. This enables gametes
and embryos to be accurately tracked throughout treatment from procurement to replace-
ment, storage or being discarded. In the event of a commercial product being withdrawn,
the traceability system would identify which patients had been affected by the faulty product
and enable a full investigation to be carried out. Below is a list of traceability points that
should be included in a traceability system:
1. Centres should ensure that patients and partner(s)/donor(s) can be uniquely and
accurately identified.
2. The treatment type and date should be clearly documented.
3. Any container used for culture of embryos or preparation of gametes should be fully
labelled with the patient’s details.
4. All equipment and materials coming into contact with a patient’s gametes or embryos
should be identified with a product description, source and batch numbers of the
product used.
5. The centre from which the gametes or embryos have been created should be recorded.
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And hereof sprang the false namde prophesies,
That goe by letters, siphers, armes, or sines:
Which all bee foolish, false, and crafty lyes,
Deuisde by gesse, or guiles vntrue deuines:
For whan they saw that many[1194] of many lynes
Gaue[1195] armes alyke, they wist not which was hee
Whom Merlyne ment the noted beast to bee.
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This feate atchiued, yet could they not for shame
Cause mee bee kild by any[1206] common way,
But like a wolfe the tyrant Richard came,
(My brother, nay my butcher I may say)[1207]
Unto the tower when all men were away,[1208]
Saue such as were prouided for the feate:
Who in this wise did straungely mee entreate.
53.
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55.
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Where is now my conquest and victory?
Where is my riches and royall array?
Where be my coursers and my horses hye,
Where is my myrth, my solace, and my play?
As vanity to nought all[1228] is wythered away:
O lady Bes long for mee may you call,
For I am departed vntill dome’s day:
But loue you that lord that is soueraine of all:
Where bee my castles and buildings royall?
But Windsore alone now haue I no moe,
And of Eton the prayers perpetuall,
Et ecce nunc in puluere dormio.
6.
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